Quantum Capital Management (California)’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $281K | Sell |
|
|||||
|
2020
Q2 | $329K | Buy |
|
|||||
|
2020
Q1 | $313K | Sell |
|
|||||
|
2019
Q4 | $524K | Sell |
|
|||||
|
2019
Q3 | $486K | Sell |
|
|||||
|
2019
Q2 | $474K | Buy |
|
|||||
|
2019
Q1 | $409K | Buy |
|
|||||
|
2018
Q4 | $386K | Buy |
|
|||||
|
2018
Q3 | $362K | Buy |
|
|||||
|
2018
Q2 | $321K | Buy |
|
|||||
|
2018
Q1 | $333K | Sell |
|
|||||
|
2017
Q4 | $370K | Buy |
|
|||||
|
2017
Q3 | $325K | Buy |
|
|||||
|
2017
Q2 | $305K | Sell |
|
|||||
|
2017
Q1 | $316K | Sell |
|
|||||
|
2016
Q4 | $390K | Sell |
|
|||||
|
2016
Q3 | $322K | Sell |
|
|||||
|
2016
Q2 | $305K | Sell |
|
|||||
|
2016
Q1 | $334K | Sell |
|
|||||
|
2015
Q4 | $428K | Sell |
|
|||||
|
2015
Q3 | $403K | Sell |
|
|||||
|
2015
Q2 | $565K | Sell |
|
|||||
|
2015
Q1 | $531K | Sell |
|
|||||
|
2014
Q4 | $629K | Sell |
|
|||||
|
2014
Q3 | $620K | Sell |
|
|||||
|
2014
Q2 | $626K | Sell |
|
|||||
|
2014
Q1 | $3.81M | Buy |
|
|||||
|
2013
Q4 | $3.51M | Buy |
|
|||||
|
2013
Q3 | $2.9M | Buy |
|
|||||
|
2013
Q2 | $2.77M | Buy |
|