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Sonora Investment Management Group’s JPMorgan Chase JPM Stock Holding History

Sonora Investment Management 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
2025
Q3 		$35.2M Sell
111,734
-4,033
-3% -$1.2M 2.5% 6
2025
Q2 		$33.6M Buy
115,767
+1,358
+1% +$347K 2.49% 7
2025
Q1 		$28.1M Buy
114,409
+763
+0.7% +$195K 2.22% 7
2024
Q4 		$27.2M Buy
113,646
+1,480
+1% +$345K 2.09% 9
2024
Q3 		$23.7M Buy
112,166
+1,627
+1% +$343K 1.75% 11
2024
Q2 		$22.1M Hold
110,539
– – 1.73% 13
2024
Q1 		$22.1M Sell
110,539
-363
-0.3% -$65.5K 1.73% 13
2023
Q4 		$18.9M Buy
110,902
+4,009
+4% +$608K 1.53% 12
2023
Q3 		$15.5M Sell
106,893
-873
-0.8% -$131K 1.33% 21
2023
Q2 		$15.7M Buy
107,766
+1,387
+1% +$191K 1.31% 22
2023
Q1 		$13.9M Buy
106,379
+2,977
+3% +$408K 1.21% 26
2022
Q4 		$13.9M Buy
103,402
+8,888
+9% +$1.13M 1.26% 25
2022
Q3 		$10.6M Hold
94,514
– – 1.37% 23
2022
Q2 		$10.6M Buy
94,514
+7,875
+9% +$976K 1.01% 32
2022
Q1 		$11.8M Buy
86,639
+4,763
+6% +$703K 1.34% 23
2021
Q4 		$13M Buy
+81,876
New +$13.4M 1.51% 17

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Sonora Investment Management Group's JPM Position: Q3 2025 in Review

Sonora Investment Management Group reduced its JPMorgan Chase (JPM) stake by 3.5% in Q3 2025, selling an estimated $1.2M and leaving 111,734 shares worth $35.2M. The position accounts for 2.5% of the portfolio, ranked #6.

Sonora Investment Management Group first reported a position in JPM in Q4 2021 and has held it in 16 quarters since. 4,752 funds tracked by Wall St. Rank hold JPM as of Q3 2025.

  • Sonora Investment Management Group held 111,734 shares of JPMorgan Chase worth $35.2M as of Q3 2025.
  • Sonora Investment Management Group sold 4,033 JPMorgan Chase shares in Q3 2025, an estimated $1.2M.
  • JPMorgan Chase made up 2.5% of Sonora Investment Management Group's portfolio in Q3 2025, its #6 holding.
  • Sonora Investment Management Group first reported a position in JPMorgan Chase in Q4 2021 and has held it in 16 quarters since.
  • 4,752 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.