VISTA CAPITAL PARTNERS, INC.

Position in JPM — Jpmorgan Chase & Co

CIK 1486946 PORTLAND, OR

Position in JPM

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$2,484,107

+$267,024 QoQ

Shares Held

7,589

+0.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.28%

of 13F equity value

Holder Rank

#2,779

of 5,056 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

VISTA CAPITAL PARTNERS, INC. holds $3,862,405 across 4 Banks - Diversified names. JPM ranks #1 (64.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	7,589	$2,484,107
2	BAC	Bank Of America Corp /De/	11,610	$661,537
3	WFC	Wells Fargo & Company/Mn	6,182	$510,880
4	C	Citigroup Inc	1,471	$205,881

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,484,107	7,589	+0.7%	Shares	Sole	2026-07-24
2026-03-31	$2,217,083	7,537	+18.6%	Shares	Sole	2026-05-06
2025-12-31	$2,047,385	6,354	+47.3%	Shares	Sole	2026-02-02
2025-09-30	$1,360,449	4,313	+7.0%	Shares	Sole	2025-11-07
2025-06-30	$1,168,917	4,032	+11.2%	Shares	Sole	2025-08-14
2025-03-31	$889,212	3,625	+6.4%	Shares	Sole	2025-05-06
2024-12-31	$816,452	3,406	+6.4%	Shares	Sole	2025-02-03
2024-09-30	$674,962	3,201	-4.0%	Shares	Sole	2024-10-31
2024-06-30	$674,334	3,334	+9.2%	Shares	Sole	2024-08-08
2024-03-31	$611,315	3,052	-21.0%	Shares	Sole	2024-05-03
2023-12-31	$656,756	3,861	+27.2%	Shares	Sole	2024-02-09
2023-09-30	$440,135	3,035	-3.2%	Shares	Sole	2023-10-26
2023-06-30	$455,954	3,135	-5.4%	Shares	Sole	2023-08-03
2023-03-31	$431,847	3,314	+0.1%	Shares	Sole	2023-05-03
2022-12-31	$444,139	3,312	+31.9%	Shares	Sole	2023-02-07
2022-09-30	$262,399	2,511	-18.5%	Shares	Sole	2022-11-08
2022-06-30	$346,951	3,081	-19.6%	Shares	Sole	2022-08-08
2022-03-31	$522,378	3,832	+49.0%	Shares	Sole	2022-05-09
2021-12-31	$407,276	2,572	+4.3%	Shares	Sole	2022-02-07
2021-09-30	$403,823	2,467	0.0%	Shares	Sole	2021-11-10
2021-06-30	$383,717	2,467	+5.2%	Shares	Sole	2021-08-09
2021-03-31	$357,131	2,346	-4.3%	Shares	Sole	2021-05-10
2020-12-31	$311,575	2,452	-7.8%	Shares	Sole	2021-02-10
2020-09-30	$255,885	2,658	-0.2%	Shares	Sole	2020-11-10
2020-06-30	$250,481	2,663	-4.5%	Shares	Sole	2020-08-12
2020-03-31	$251,093	2,789	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.