Quest Capital Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | $3.07M | Buy |
19,362
+440
| +2% | +$69.7K | 0.53% | 25 |
|
2021
Q3 | $3.1M | Buy |
18,922
+77
| +0.4% | +$12.6K | 0.61% | 19 |
|
2021
Q2 | $2.93M | Buy |
18,845
+577
| +3% | +$89.7K | 0.58% | 19 |
|
2021
Q1 | $2.78M | Sell |
18,268
-806
| -4% | -$123K | 0.6% | 20 |
|
2020
Q4 | $2.42M | Buy |
19,074
+941
| +5% | +$120K | 0.57% | 21 |
|
2020
Q3 | $1.75M | Sell |
18,133
-333
| -2% | -$32.1K | 0.48% | 28 |
|
2020
Q2 | $1.74M | Buy |
18,466
+515
| +3% | +$48.4K | 0.52% | 23 |
|
2020
Q1 | $1.62M | Buy |
17,951
+1,507
| +9% | +$136K | 0.55% | 22 |
|
2019
Q4 | $2.29M | Sell |
16,444
-646
| -4% | -$90K | 0.55% | 26 |
|
2019
Q3 | $2.01M | Sell |
17,090
-345
| -2% | -$40.6K | 0.5% | 30 |
|
2019
Q2 | $1.95M | Sell |
17,435
-7,320
| -30% | -$818K | 0.5% | 27 |
|
2019
Q1 | $2.51M | Buy |
24,755
+10,729
| +76% | +$1.09M | 0.63% | 19 |
|
2018
Q4 | $1.37M | Buy |
+14,026
| New | +$1.37M | 0.4% | 37 |
|