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Sonata Capital Group’s JPMorgan Chase JPM Stock Holding History

Sonata Capital Group’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.77M Buy
11,510
+100
+0.9% +$31.1K 1.22% 22
2026
Q1 		$3.36M Sell
11,410
-100
-0.9% -$30.3K 1.24% 22
2025
Q4 		$3.71M Buy
11,510
+710
+7% +$220K 1.34% 19
2025
Q3 		$3.41M Buy
10,800
+100
+0.9% +$29.7K 1.26% 20
2025
Q2 		$3.1M Sell
10,700
-401
-4% -$102K 1.24% 22
2025
Q1 		$2.72M Buy
11,101
+5
+0% +$1.27K 1.19% 22
2024
Q4 		$2.66M Buy
11,096
+50
+0.5% +$11.6K 1.1% 23
2024
Q3 		$2.33M Sell
11,046
-400
-3% -$84.3K 0.98% 27
2024
Q2 		$2.31M Sell
11,446
-500
-4% -$97.8K 1.19% 21
2024
Q1 		$2.39M Buy
11,946
+450
+4% +$81.2K 1.09% 26
2023
Q4 		$1.96M Sell
11,496
-500
-4% -$75.8K 0.97% 28
2023
Q3 		$1.74M Buy
11,996
+513
+4% +$76.9K 0.93% 28
2023
Q2 		$1.67M Buy
11,483
+500
+5% +$68.8K 0.86% 31
2023
Q1 		$1.43M Buy
10,983
+450
+4% +$61.7K 0.77% 32
2022
Q4 		$1.41M Sell
10,533
-1
-0% -$127 0.78% 32
2022
Q3 		$1.1M Sell
10,534
-500
-5% -$57.4K 0.61% 36
2022
Q2 		$1.24M Sell
11,034
-600
-5% -$74.3K 0.65% 37
2022
Q1 		$1.59M Sell
11,634
-475
-4% -$70.1K 0.7% 35
2021
Q4 		$1.92M Hold
12,109
– – 0.8% 33
2021
Q3 		$1.98M Sell
12,109
-500
-4% -$78.4K 0.89% 31
2021
Q2 		$1.96M Hold
12,609
– – 0.89% 32
2021
Q1 		$1.92M Buy
12,609
+50
+0.4% +$7.19K 0.92% 30
2020
Q4 		$1.6M Hold
12,559
– – 0.79% 36
2020
Q3 		$1.21M Sell
12,559
-120
-0.9% -$11.8K 0.71% 40
2020
Q2 		$1.19M Sell
12,679
-250
-2% -$23.7K 0.76% 36
2020
Q1 		$1.16M Sell
12,929
-450
-3% -$54.7K 0.88% 32
2019
Q4 		$1.86M Hold
13,379
– – 1.13% 24
2019
Q3 		$1.57M Sell
13,379
-275
-2% -$31.1K 1.07% 26
2019
Q2 		$1.53M Sell
13,654
-625
-4% -$68.9K 1.06% 23
2019
Q1 		$1.45M Hold
14,279
– – 1.08% 24
2018
Q4 		$1.39M Hold
14,279
– – 1.14% 25
2018
Q3 		$1.61M Sell
14,279
-277
-2% -$31.4K 1.09% 26
2018
Q2 		$1.52M Sell
14,556
-182
-1% -$20K 1.09% 25
2018
Q1 		$1.62M Sell
14,738
-162
-1% -$18.3K 1.19% 23
2017
Q4 		$1.59M Hold
14,900
– – 1.15% 22
2017
Q3 		$1.42M Hold
14,900
– – 1.06% 23
2017
Q2 		$1.36M Sell
14,900
-200
-1% -$17.3K 1.02% 25
2017
Q1 		$1.33M Hold
15,100
– – 1% 24
2016
Q4 		$1.3M Sell
15,100
-500
-3% -$38.1K 1.02% 24
2016
Q3 		$1.04M Sell
15,600
-500
-3% -$32.6K 0.85% 29
2016
Q2 		$1M Sell
16,100
-1,350
-8% -$84.3K 0.85% 30
2016
Q1 		$1.03M Sell
17,450
-3,550
-17% -$207K 0.89% 28
2015
Q4 		$1.39M Sell
21,000
-373
-2% -$24.3K 1.22% 20
2015
Q3 		$1.3M Sell
21,373
-500
-2% -$32.7K 1.21% 21
2015
Q2 		$1.48M Buy
21,873
+650
+3% +$42.4K 1.27% 19
2015
Q1 		$1.29M Buy
21,223
+2,365
+13% +$140K 1.13% 20
2014
Q4 		$1.18M Buy
+18,858
New +$1.13M 1.07% 22

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Sonata Capital Group's JPM Position: Q2 2026 in Review

Sonata Capital Group increased its JPMorgan Chase (JPM) stake by 0.88% in Q2 2026, buying an estimated $31.1K and bringing the position to 11,510 shares worth $3.77M. The position accounts for 1.22% of the portfolio, ranked #22.

Sonata Capital Group first reported a position in JPM in Q4 2014 and has held it in 47 quarters since. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Sonata Capital Group held 11,510 shares of JPMorgan Chase worth $3.77M as of Q2 2026.
  • Sonata Capital Group bought 100 JPMorgan Chase shares in Q2 2026, an estimated $31.1K.
  • JPMorgan Chase made up 1.22% of Sonata Capital Group's portfolio in Q2 2026, its #22 holding.
  • Sonata Capital Group first reported a position in JPMorgan Chase in Q4 2014 and has held it in 47 quarters since.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Sonata Capital Group's 13F filing for Q2 2026, filed 24 Jul 2026.