Number of Shares
21,398.00
Current Holdings Value*
$5.25 Mil
% of Portfolio
2.05%
Total Estimate Gain
$3.29 Mil
% of Total Estimate Gain
76.59%

VISTA INVESTMENT MANAGEMENT's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, VISTA INVESTMENT MANAGEMENT held 21,398.00 shares of JPMorgan Chase & Co(JPM), totaling $5.25 Mil. This investment constitutes 2.05% of their stock portfolio, and VISTA INVESTMENT MANAGEMENT now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2018Q2. And since then VISTA INVESTMENT MANAGEMENT has made 16 purchases of JPM, at an average price of $147.36, for a total of 29,179.00 shares. In addition, there have been 12 sales at an average price of $200.83 for 7,781.00 shares. Based on historical transaction data and JPM's current price of $281.83, VISTA INVESTMENT MANAGEMENT's estimated gain on his JPM holdings is $3.29 Mil, reflecting a 76.59% gain to date.

VISTA INVESTMENT MANAGEMENT JPM ($281.83) Holding Chart

VISTA INVESTMENT MANAGEMENT JPM ($281.83) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1