Sonata Capital Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.1M | Sell |
10,700
-401
| -4% | -$116K | 1.24% | 22 |
|
|
2025
Q1 | $2.72M | Buy |
11,101
+5
| +0% | +$1.23K | 1.19% | 22 |
|
|
2024
Q4 | $2.66M | Buy |
11,096
+50
| +0.5% | +$12K | 1.1% | 23 |
|
|
2024
Q3 | $2.33M | Sell |
11,046
-400
| -3% | -$84.3K | 0.98% | 27 |
|
|
2024
Q2 | $2.32M | Sell |
11,446
-500
| -4% | -$101K | 1.19% | 21 |
|
|
2024
Q1 | $2.39M | Buy |
11,946
+450
| +4% | +$90.1K | 1.09% | 26 |
|
|
2023
Q4 | $1.96M | Sell |
11,496
-500
| -4% | -$85K | 0.97% | 28 |
|
|
2023
Q3 | $1.74M | Buy |
11,996
+513
| +4% | +$74.4K | 0.93% | 28 |
|
|
2023
Q2 | $1.67M | Buy |
11,483
+500
| +5% | +$72.7K | 0.86% | 31 |
|
|
2023
Q1 | $1.43M | Buy |
10,983
+450
| +4% | +$58.6K | 0.77% | 32 |
|
|
2022
Q4 | $1.41M | Sell |
10,533
-1
| -0% | -$134 | 0.78% | 32 |
|
|
2022
Q3 | $1.1M | Sell |
10,534
-500
| -5% | -$52.3K | 0.61% | 36 |
|
|
2022
Q2 | $1.24M | Sell |
11,034
-600
| -5% | -$67.6K | 0.65% | 37 |
|
|
2022
Q1 | $1.59M | Sell |
11,634
-475
| -4% | -$64.8K | 0.7% | 35 |
|
|
2021
Q4 | $1.92M | Hold |
12,109
| – | – | 0.8% | 33 |
|
|
2021
Q3 | $1.98M | Sell |
12,109
-500
| -4% | -$81.8K | 0.89% | 31 |
|
|
2021
Q2 | $1.96M | Hold |
12,609
| – | – | 0.89% | 32 |
|
|
2021
Q1 | $1.92M | Buy |
12,609
+50
| +0.4% | +$7.61K | 0.92% | 30 |
|
|
2020
Q4 | $1.6M | Hold |
12,559
| – | – | 0.79% | 36 |
|
|
2020
Q3 | $1.21M | Sell |
12,559
-120
| -0.9% | -$11.6K | 0.71% | 40 |
|
|
2020
Q2 | $1.19M | Sell |
12,679
-250
| -2% | -$23.5K | 0.76% | 36 |
|
|
2020
Q1 | $1.16M | Sell |
12,929
-450
| -3% | -$40.5K | 0.88% | 32 |
|
|
2019
Q4 | $1.87M | Hold |
13,379
| – | – | 1.13% | 24 |
|
|
2019
Q3 | $1.58M | Sell |
13,379
-275
| -2% | -$32.4K | 1.07% | 26 |
|
|
2019
Q2 | $1.53M | Sell |
13,654
-625
| -4% | -$69.9K | 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% | -$31.3K | 1.09% | 26 |
|
|
2018
Q2 | $1.52M | Sell |
14,556
-182
| -1% | -$19K | 1.09% | 25 |
|
|
2018
Q1 | $1.62M | Sell |
14,738
-162
| -1% | -$17.8K | 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% | -$18.3K | 1.02% | 25 |
|
|
2017
Q1 | $1.33M | Hold |
15,100
| – | – | 1% | 24 |
|
|
2016
Q4 | $1.3M | Sell |
15,100
-500
| -3% | -$43.1K | 1.02% | 24 |
|
|
2016
Q3 | $1.04M | Sell |
15,600
-500
| -3% | -$33.3K | 0.85% | 29 |
|
|
2016
Q2 | $1M | Sell |
16,100
-1,350
| -8% | -$83.9K | 0.85% | 30 |
|
|
2016
Q1 | $1.03M | Sell |
17,450
-3,550
| -17% | -$210K | 0.89% | 28 |
|
|
2015
Q4 | $1.39M | Sell |
21,000
-373
| -2% | -$24.6K | 1.22% | 20 |
|
|
2015
Q3 | $1.3M | Sell |
21,373
-500
| -2% | -$30.5K | 1.21% | 21 |
|
|
2015
Q2 | $1.48M | Buy |
21,873
+650
| +3% | +$44K | 1.27% | 19 |
|
|
2015
Q1 | $1.29M | Buy |
21,223
+2,365
| +13% | +$143K | 1.13% | 20 |
|
|
2014
Q4 | $1.18M | Buy |
+18,858
| New | +$1.18M | 1.07% | 22 |
|