QCM
Quantinno Capital Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $213M | Buy |
734,381
+243,960
| +50% | +$70.7M | 0.92% | 10 |
|
|
2025
Q1 | $120M | Buy |
490,421
+157,178
| +47% | +$38.6M | 0.78% | 10 |
|
|
2024
Q4 | $79.9M | Buy |
333,243
+72,956
| +28% | +$17.5M | 0.79% | 11 |
|
|
2024
Q3 | $54.9M | Buy |
260,287
+84,437
| +48% | +$17.8M | 0.71% | 13 |
|
|
2024
Q2 | $35.6M | Buy |
175,850
+28,713
| +20% | +$5.81M | 0.64% | 17 |
|
|
2024
Q1 | $29.5M | Buy |
147,137
+31,607
| +27% | +$6.33M | 0.64% | 16 |
|
|
2023
Q4 | $19.7M | Buy |
115,530
+14,735
| +15% | +$2.51M | 0.69% | 14 |
|
|
2023
Q3 | $14.6M | Buy |
100,795
+21,365
| +27% | +$3.1M | 0.67% | 17 |
|
|
2023
Q2 | $11.6M | Buy |
79,430
+8,206
| +12% | +$1.19M | 0.66% | 14 |
|
|
2023
Q1 | $9.28M | Buy |
71,224
+4,757
| +7% | +$620K | 0.61% | 17 |
|
|
2022
Q4 | $8.91M | Buy |
66,467
+36,283
| +120% | +$4.87M | 0.66% | 15 |
|
|
2022
Q3 | $3.15M | Buy |
30,184
+9,830
| +48% | +$1.03M | 0.41% | 31 |
|
|
2022
Q2 | $2.29M | Buy |
20,354
+10,098
| +98% | +$1.14M | 0.33% | 48 |
|
|
2022
Q1 | $1.4M | Sell |
10,256
-7,047
| -41% | -$961K | 0.21% | 111 |
|
|
2021
Q4 | $2.74M | Buy |
+17,303
| New | +$2.74M | 0.5% | 34 |
|
|
2019
Q1 | – | Sell |
-7,033
| Closed | -$687K | – | 427 |
|
|
2018
Q4 | $687K | Buy |
+7,033
| New | +$687K | 0.56% | 15 |
|