JP Morgan Chase
SOTK icon

JP Morgan Chase’s Sono-Tek SOTK Stock Holding History

JP Morgan Chase’s Portfolio SOTK Stock Details SOTK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-13
Closed -$47 – 7603
2025
Q1 		$47 Sell
13
-2
-13% -$8 ﹤0.01% 6997
2024
Q4 		$60 Hold
15
– – ﹤0.01% 7094
2024
Q3 		$60 Sell
15
-1
-6% -$4 ﹤0.01% 7084
2024
Q2 		$62 Sell
16
-41,974
-100% -$188K ﹤0.01% 6981
2024
Q1 		$205K Sell
41,990
-102
-0.2% -$551 ﹤0.01% 5337
2023
Q4 		$228K Buy
42,092
+42,086
+701,433% +$216K ﹤0.01% 5319
2023
Q3 		$32 Buy
+6
New +$30 ﹤0.01% 7081

Other funds holding SOTK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
WC
Wynnefield Capital New York $148M AUM 32.71% 1-Year Est. Return
BMC
Benin Management Corp Wilton, Connecticut $494M AUM 25.95% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

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

JP Morgan Chase sold out of Sono-Tek (SOTK) in Q2 2025, closing a stake of 13 shares — an estimated $47 sold.

JP Morgan Chase first reported a position in SOTK in Q3 2023 and held it in 7 quarters. The position peaked at $228K in Q4 2023. 24 funds tracked by Wall St. Rank hold SOTK as of Q2 2025.

  • JP Morgan Chase reported no remaining Sono-Tek position as of Q2 2025 after selling out during the quarter.
  • JP Morgan Chase sold 13 Sono-Tek shares in Q2 2025, an estimated $47.
  • JP Morgan Chase first reported a position in Sono-Tek in Q3 2023 and held it in 7 quarters.
  • JP Morgan Chase's Sono-Tek position peaked at $228K in Q4 2023.
  • 24 funds tracked by Wall St. Rank held Sono-Tek as of Q2 2025.

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