Quest Investment Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.82M | Buy |
26,587
+1,503
| +6% | +$456K | 0.91% | 28 |
|
|
2025
Q4 | $8.08M | Sell |
25,084
-11,746
| -32% | -$3.64M | 0.87% | 35 |
|
|
2025
Q3 | $11.6M | Sell |
36,830
-4,167
| -10% | -$1.24M | 1.22% | 23 |
|
|
2025
Q2 | $11.9M | Buy |
40,997
+1,102
| +3% | +$281K | 1.31% | 29 |
|
|
2025
Q1 | $9.79M | Sell |
39,895
-16,612
| -29% | -$4.24M | 1.21% | 31 |
|
|
2024
Q4 | $13.5M | Sell |
56,507
-3,550
| -6% | -$827K | 1.57% | 25 |
|
|
2024
Q3 | $12.7M | Buy |
60,057
+52,501
| +695% | +$11.1M | 1.48% | 30 |
|
|
2024
Q2 | $1.53M | Buy |
7,556
+6,386
| +546% | +$1.25M | 0.17% | 60 |
|
|
2024
Q1 | $234K | Buy |
+1,170
| New | +$211K | 0.03% | 82 |
|
|
2022
Q2 | – | Sell |
-94,256
| Closed | -$12.8M | – | 93 |
|
|
2022
Q1 | $12.8M | Buy |
94,256
+523
| +0.6% | +$77.2K | 1.22% | 29 |
|
|
2021
Q4 | $14.8M | Buy |
+93,733
| New | +$15.4M | 1.27% | 33 |
|
|
2021
Q1 | – | Sell |
-140,496
| Closed | -$17.9M | – | 103 |
|
|
2020
Q4 | $17.9M | Sell |
140,496
-30,892
| -18% | -$3.45M | 1.61% | 13 |
|
|
2020
Q3 | $16.5M | Buy |
171,388
+49,261
| +40% | +$4.84M | 1.58% | 23 |
|
|
2020
Q2 | $11.5M | Buy |
+122,127
| New | +$11.6M | 1.29% | 37 |
|
|
2020
Q1 | – | Sell |
-100,084
| Closed | -$14M | – | 104 |
|
|
2019
Q4 | $14M | Buy |
100,084
+14,940
| +18% | +$1.92M | 1.61% | 38 |
|
|
2019
Q3 | $10M | Sell |
85,144
-73,007
| -46% | -$8.26M | 1.25% | 41 |
|
|
2019
Q2 | $17.7M | Sell |
158,151
-9,571
| -6% | -$1.06M | 2.19% | 11 |
|
|
2019
Q1 | $17M | Buy |
167,722
+22,492
| +15% | +$2.32M | 2.23% | 13 |
|
|
2018
Q4 | $14.2M | Buy |
145,230
+14,191
| +11% | +$1.51M | 2.2% | 12 |
|
|
2018
Q3 | $14.8M | Sell |
131,039
-138
| -0.1% | -$15.7K | 2.07% | 17 |
|
|
2018
Q2 | $13.7M | Buy |
131,177
+23,358
| +22% | +$2.56M | 2.04% | 15 |
|
|
2018
Q1 | $11.9M | Sell |
107,819
-14,622
| -12% | -$1.66M | 1.82% | 15 |
|
|
2017
Q4 | $13.1M | Sell |
122,441
-887
| -0.7% | -$89.8K | 1.93% | 20 |
|
|
2017
Q3 | $11.8M | Sell |
123,328
-31,546
| -20% | -$2.91M | 1.51% | 37 |
|
|
2017
Q2 | $14.2M | Buy |
+154,874
| New | +$13.4M | 1.88% | 15 |
|
|
2016
Q1 | – | Sell |
-16,165
| Closed | -$1.07M | – | 105 |
|
|
2015
Q4 | $1.07M | Buy |
+16,165
| New | +$1.05M | 0.14% | 77 |
|
|
2014
Q2 | – | Sell |
-117,671
| Closed | -$7.14M | – | 222 |
|
|
2014
Q1 | $7.14M | Sell |
117,671
-23,408
| -17% | -$1.35M | 0.67% | 77 |
|
|
2013
Q4 | $8.25M | Sell |
141,079
-49,626
| -26% | -$2.72M | 0.71% | 78 |
|
|
2013
Q3 | $9.86M | Buy |
+190,705
| New | +$10.2M | 0.84% | 54 |
|
Other funds holding JPM
VCM
VPM
Quest Investment Management's JPM Position: Q1 2026 in Review
Quest Investment Management increased its JPMorgan Chase (JPM) stake by 6% in Q1 2026, buying an estimated $456K and bringing the position to 26,587 shares worth $7.82M. The position accounts for 0.91% of the portfolio, ranked #28.
Quest Investment Management first reported a position in JPM in Q3 2013 and has held it in 29 quarters since. The position peaked at $17.9M in Q4 2020. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Quest Investment Management held 26,587 shares of JPMorgan Chase worth $7.82M as of Q1 2026.
- Quest Investment Management bought 1,503 JPMorgan Chase shares in Q1 2026, an estimated $456K.
- JPMorgan Chase made up 0.91% of Quest Investment Management's portfolio in Q1 2026, its #28 holding.
- Quest Investment Management first reported a position in JPMorgan Chase in Q3 2013 and has held it in 29 quarters since.
- Quest Investment Management's JPMorgan Chase position peaked at $17.9M in Q4 2020.
- 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Quest Investment Management's 13F filing for Q1 2026, filed 15 May 2026.