Sonora Investment Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $12.9M | Buy |
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|
2021
Q2 | $11.8M | Buy |
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|
2021
Q1 | $11M | Buy |
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|
2020
Q4 | $8.62M | Buy |
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|
2020
Q3 | $4.82M | Buy |
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|
2020
Q2 | $1.9M | Buy |
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|
2020
Q1 | $804K | Buy |
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|
2019
Q4 | $1M | Sell |
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|
2019
Q3 | $1.07M | Buy |
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|
2019
Q2 | $700K | Buy |
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|
2019
Q1 | $552K | Sell |
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|
2018
Q4 | $544K | Buy |
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|
2018
Q3 | $490K | Sell |
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|
2018
Q2 | $455K | Sell |
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|
2018
Q1 | $985K | Buy |
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|
2017
Q4 | $815K | Buy |
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|
2017
Q3 | $707K | Buy |
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|
2017
Q2 | $652K | Hold |
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|
2017
Q1 | $627K | Hold |
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|
2016
Q4 | $616K | Buy |
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|
2016
Q3 | $454K | Buy |
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|
2016
Q2 | $347K | Sell |
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|
2016
Q1 | $372K | Buy |
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|
2015
Q4 | $348K | Sell |
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|
2015
Q3 | $359K | Buy |
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