Quest Capital Management’s JPMorgan Chase JPM Stock Holding History

Quest Capital Management’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$3.07M	Buy	19,362 +440	+2%	+$72.3K	0.53%	25
2021 Q3	$3.1M	Buy	18,922 +77	+0.4%	+$12.1K	0.61%	19
2021 Q2	$2.93M	Buy	18,845 +577	+3%	+$90.6K	0.58%	19
2021 Q1	$2.78M	Sell	18,268 -806	-4%	-$116K	0.6%	20
2020 Q4	$2.42M	Buy	19,074 +941	+5%	+$105K	0.57%	21
2020 Q3	$1.75M	Sell	18,133 -333	-2%	-$32.7K	0.48%	28
2020 Q2	$1.74M	Buy	18,466 +515	+3%	+$48.9K	0.52%	23
2020 Q1	$1.62M	Buy	17,951 +1,507	+9%	+$183K	0.55%	22
2019 Q4	$2.29M	Sell	16,444 -646	-4%	-$82.9K	0.55%	26
2019 Q3	$2.01M	Sell	17,090 -345	-2%	-$39K	0.5%	30
2019 Q2	$1.95M	Sell	17,435 -7,320	-30%	-$807K	0.5%	27
2019 Q1	$2.51M	Buy	24,755 +10,729	+76%	+$1.11M	0.63%	19
2018 Q4	$1.37M	Buy	+14,026	New	+$1.49M	0.4%	37

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Quest Capital Management's JPM Position: Q4 2021 in Review

Quest Capital Management increased its JPMorgan Chase (JPM) stake by 2.3% in Q4 2021, buying an estimated $72.3K and bringing the position to 19,362 shares worth $3.07M. The position accounts for 0.53% of the portfolio, ranked #25.

Quest Capital Management first reported a position in JPM in Q4 2018 and has held it in 13 quarters since. The position peaked at $3.1M in Q3 2021. 3,588 funds tracked by Wall St. Rank hold JPM as of Q4 2021.

Quest Capital Management held 19,362 shares of JPMorgan Chase worth $3.07M as of Q4 2021.
Quest Capital Management bought 440 JPMorgan Chase shares in Q4 2021, an estimated $72.3K.
JPMorgan Chase made up 0.53% of Quest Capital Management's portfolio in Q4 2021, its #25 holding.
Quest Capital Management first reported a position in JPMorgan Chase in Q4 2018 and has held it in 13 quarters since.
Quest Capital Management's JPMorgan Chase position peaked at $3.1M in Q3 2021.
3,588 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2021.

Based on Quest Capital Management's 13F filing for Q4 2021, filed 31 Jan 2022.