JP Morgan Chase
SOHO

JP Morgan Chase’s Sotherly Hotels SOHO Stock Holding History

JP Morgan Chase’s Portfolio SOHO Stock Details SOHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-36
Closed -$25 – 7601
2025
Q1 		$25 Sell
36
-3
-8% -$2 ﹤0.01% 7090
2024
Q4 		$36 Sell
39
-2
-5% -$2 ﹤0.01% 7189
2024
Q3 		$50 Sell
41
-3
-7% -$4 ﹤0.01% 7123
2024
Q2 		$51 Buy
44
+3
+7% +$4 ﹤0.01% 7026
2024
Q1 		$59 Buy
41
+13
+46% +$18 ﹤0.01% 7002
2023
Q4 		$42 Buy
28
+8
+40% +$12 ﹤0.01% 7229
2023
Q3 		$34 Buy
+20
New +$40 ﹤0.01% 7070
2020
Q4 		– Sell
-10
Closed – – 5904
2020
Q3 		$0 Hold
10
– – ﹤0.01% 5749
2020
Q2 		$0 Buy
+10
New +$23 ﹤0.01% 5676
2019
Q4 		– Sell
-4,839
Closed -$32K – 5869
2019
Q3 		$32K Sell
4,839
-24,836
-84% -$170K ﹤0.01% 5305
2019
Q2 		$203K Buy
29,675
+2,700
+10% +$19K ﹤0.01% 4658
2019
Q1 		$184K Sell
26,975
-20,938
-44% -$140K ﹤0.01% 4659
2018
Q4 		$269K Sell
47,913
-6,119
-11% -$41K ﹤0.01% 4451
2018
Q3 		$389K Sell
54,032
-8,445
-14% -$60.3K ﹤0.01% 4397
2018
Q2 		$436K Buy
62,477
+9,800
+19% +$66.7K ﹤0.01% 4234
2018
Q1 		$365K Sell
52,677
-18,823
-26% -$117K ﹤0.01% 4141
2017
Q4 		$461K Buy
71,500
+10,922
+18% +$69.8K ﹤0.01% 4102
2017
Q3 		$360K Sell
60,578
-10,478
-15% -$65.3K ﹤0.01% 3930
2017
Q2 		$482K Buy
71,056
+30,571
+76% +$196K ﹤0.01% 3749
2017
Q1 		$259K Buy
40,485
+19,531
+93% +$135K ﹤0.01% 3976
2016
Q4 		$142K Buy
+20,954
New +$116K ﹤0.01% 4288
2016
Q3 		– Sell
-400
Closed -$2K – 4781
2016
Q2 		$2K Buy
+400
New +$2.09K ﹤0.01% 4609

Other funds holding SOHO

GCM
Gator Capital Management Tampa, Florida $477M AUM 48.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
TDC
Thompson Davis & Co Richmond, Virginia $167M AUM 33.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PA
PSI Advisors Tampa, Florida $430M AUM 23.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

JP Morgan Chase's SOHO Position: Q2 2025 in Review

JP Morgan Chase sold out of Sotherly Hotels (SOHO) in Q2 2025, closing a stake of 36 shares — an estimated $25 sold.

JP Morgan Chase first reported a position in SOHO in Q2 2016 and held it in 22 quarters. The position peaked at $482K in Q2 2017. 23 funds tracked by Wall St. Rank hold SOHO as of Q2 2025.

  • JP Morgan Chase reported no remaining Sotherly Hotels position as of Q2 2025 after selling out during the quarter.
  • JP Morgan Chase sold 36 Sotherly Hotels shares in Q2 2025, an estimated $25.
  • JP Morgan Chase first reported a position in Sotherly Hotels in Q2 2016 and held it in 22 quarters.
  • JP Morgan Chase's Sotherly Hotels position peaked at $482K in Q2 2017.
  • 23 funds tracked by Wall St. Rank held Sotherly Hotels as of Q2 2025.

Based on JP Morgan Chase's 13F filing for Q2 2025, filed 12 Aug 2025.