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QUEST INVESTMENT MANAGEMENT LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of QUEST INVESTMENT MANAGEMENT LLC on JPM, newest first. How the timeline and the estimate are built.

QUEST INVESTMENT MANAGEMENT LLC held 19,167 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,167 shares
    Change vs previous 13F -7,420 shares

    0.73% of the 13F portfolio, value $6,273,934.

    13F-HR 0001036248-26-000009 filed by QUEST INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 26,587 shares
    Change vs previous 13F +1,503 shares

    0.91% of the 13F portfolio, value $7,820,832.

    13F-HR 0001036248-26-000007 filed by QUEST INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 25,084 shares
    Change vs previous 13F -11,746 shares

    0.87% of the 13F portfolio, value $8,082,566.

    13F-HR 0001036248-26-000001 filed by QUEST INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 36,830 shares
    Change vs previous 13F -4,167 shares

    1.22% of the 13F portfolio, value $11,617,287.

    13F-HR 0001036248-25-000009 filed by QUEST INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 40,997 shares
    Change vs previous 13F +1,102 shares

    1.31% of the 13F portfolio, value $11,885,440.

    13F-HR 0001036248-25-000008 filed by QUEST INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 39,895 shares
    Change vs previous 13F -16,612 shares

    1.21% of the 13F portfolio, value $9,786,243.

    13F-HR 0001036248-25-000006 filed by QUEST INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 56,507 shares
    Change vs previous 13F -3,550 shares

    1.57% of the 13F portfolio, value $13,545,293.

    13F-HR 0001036248-25-000002 filed by QUEST INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 60,057 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $12,663,619.

    13F-HR 0001036248-24-000009 filed by QUEST INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).