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