QIM
Quest Investment Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.9M | Buy |
40,997
+1,102
| +3% | +$319K | 1.31% | 29 |
|
|
2025
Q1 | $9.79M | Sell |
39,895
-16,612
| -29% | -$4.07M | 1.21% | 31 |
|
|
2024
Q4 | $13.5M | Sell |
56,507
-3,550
| -6% | -$851K | 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% | +$1.29M | 0.17% | 60 |
|
|
2024
Q1 | $234K | Buy |
+1,170
| New | +$234K | 0.03% | 82 |
|
|
2022
Q2 | – | Sell |
-94,256
| Closed | -$12.8M | – | 93 |
|
|
2022
Q1 | $12.8M | Buy |
94,256
+523
| +0.6% | +$71.3K | 1.22% | 29 |
|
|
2021
Q4 | $14.8M | Buy |
+93,733
| New | +$14.8M | 1.27% | 33 |
|
|
2021
Q1 | – | Sell |
-140,496
| Closed | -$17.9M | – | 103 |
|
|
2020
Q4 | $17.9M | Sell |
140,496
-30,892
| -18% | -$3.93M | 1.61% | 13 |
|
|
2020
Q3 | $16.5M | Buy |
171,388
+49,261
| +40% | +$4.74M | 1.58% | 23 |
|
|
2020
Q2 | $11.5M | Buy |
+122,127
| New | +$11.5M | 1.29% | 37 |
|
|
2020
Q1 | – | Sell |
-100,084
| Closed | -$14M | – | 104 |
|
|
2019
Q4 | $14M | Buy |
100,084
+14,940
| +18% | +$2.08M | 1.61% | 38 |
|
|
2019
Q3 | $10M | Sell |
85,144
-73,007
| -46% | -$8.59M | 1.25% | 41 |
|
|
2019
Q2 | $17.7M | Sell |
158,151
-9,571
| -6% | -$1.07M | 2.19% | 11 |
|
|
2019
Q1 | $17M | Buy |
167,722
+22,492
| +15% | +$2.28M | 2.23% | 13 |
|
|
2018
Q4 | $14.2M | Buy |
145,230
+14,191
| +11% | +$1.39M | 2.2% | 12 |
|
|
2018
Q3 | $14.8M | Sell |
131,039
-138
| -0.1% | -$15.6K | 2.07% | 17 |
|
|
2018
Q2 | $13.7M | Buy |
131,177
+23,358
| +22% | +$2.43M | 2.04% | 15 |
|
|
2018
Q1 | $11.9M | Sell |
107,819
-14,622
| -12% | -$1.61M | 1.82% | 15 |
|
|
2017
Q4 | $13.1M | Sell |
122,441
-887
| -0.7% | -$94.9K | 1.93% | 20 |
|
|
2017
Q3 | $11.8M | Sell |
123,328
-31,546
| -20% | -$3.01M | 1.51% | 37 |
|
|
2017
Q2 | $14.2M | Buy |
+154,874
| New | +$14.2M | 1.88% | 15 |
|
|
2016
Q1 | – | Sell |
-16,165
| Closed | -$1.07M | – | 105 |
|
|
2015
Q4 | $1.07M | Buy |
+16,165
| New | +$1.07M | 0.14% | 77 |
|
|
2014
Q2 | – | Sell |
-117,671
| Closed | -$7.14M | – | 222 |
|
|
2014
Q1 | $7.14M | Sell |
117,671
-23,408
| -17% | -$1.42M | 0.67% | 77 |
|
|
2013
Q4 | $8.25M | Sell |
141,079
-49,626
| -26% | -$2.9M | 0.71% | 78 |
|
|
2013
Q3 | $9.86M | Buy |
+190,705
| New | +$9.86M | 0.84% | 54 |
|