Sonora Investment Management 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 | $33.6M | Buy |
115,767
+1,358
| +1% | +$394K | 2.49% | 7 |
|
|
2025
Q1 | $28.1M | Buy |
114,409
+763
| +0.7% | +$187K | 2.22% | 7 |
|
|
2024
Q4 | $27.2M | Buy |
113,646
+1,480
| +1% | +$355K | 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% | -$72.7K | 1.73% | 13 |
|
|
2023
Q4 | $18.9M | Buy |
110,902
+4,009
| +4% | +$682K | 1.53% | 12 |
|
|
2023
Q3 | $15.5M | Sell |
106,893
-873
| -0.8% | -$127K | 1.33% | 21 |
|
|
2023
Q2 | $15.7M | Buy |
107,766
+1,387
| +1% | +$202K | 1.31% | 22 |
|
|
2023
Q1 | $13.9M | Buy |
106,379
+2,977
| +3% | +$388K | 1.21% | 26 |
|
|
2022
Q4 | $13.9M | Buy |
103,402
+8,888
| +9% | +$1.19M | 1.26% | 25 |
|
|
2022
Q3 | $10.6M | Hold |
94,514
| – | – | 1.37% | 23 |
|
|
2022
Q2 | $10.6M | Buy |
94,514
+7,875
| +9% | +$887K | 1.01% | 32 |
|
|
2022
Q1 | $11.8M | Buy |
86,639
+4,763
| +6% | +$649K | 1.34% | 23 |
|
|
2021
Q4 | $13M | Buy |
+81,876
| New | +$13M | 1.51% | 17 |
|