SIM
Sonora Investment Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $12.9M | Buy |
78,904
+2,942
| +4% | +$482K | 1.62% | 8 |
|
|
2021
Q2 | $11.8M | Buy |
75,962
+3,859
| +5% | +$600K | 1.54% | 12 |
|
|
2021
Q1 | $11M | Buy |
72,103
+4,303
| +6% | +$655K | 0.86% | 25 |
|
|
2020
Q4 | $8.62M | Buy |
67,800
+17,769
| +36% | +$2.26M | 0.71% | 45 |
|
|
2020
Q3 | $4.82M | Buy |
50,031
+29,889
| +148% | +$2.88M | 0.45% | 72 |
|
|
2020
Q2 | $1.9M | Buy |
20,142
+11,207
| +125% | +$1.05M | 0.19% | 112 |
|
|
2020
Q1 | $804K | Buy |
8,935
+1,722
| +24% | +$155K | 0.1% | 151 |
|
|
2019
Q4 | $1.01M | Sell |
7,213
-1,914
| -21% | -$267K | 0.1% | 150 |
|
|
2019
Q3 | $1.07M | Buy |
9,127
+2,865
| +46% | +$337K | 0.11% | 143 |
|
|
2019
Q2 | $700K | Buy |
6,262
+808
| +15% | +$90.3K | 0.08% | 163 |
|
|
2019
Q1 | $552K | Sell |
5,454
-124
| -2% | -$12.6K | 0.07% | 171 |
|
|
2018
Q4 | $544K | Buy |
5,578
+1,237
| +28% | +$121K | 0.08% | 167 |
|
|
2018
Q3 | $490K | Sell |
4,341
-26
| -0.6% | -$2.94K | 0.07% | 168 |
|
|
2018
Q2 | $455K | Sell |
4,367
-4,592
| -51% | -$478K | 0.07% | 164 |
|
|
2018
Q1 | $985K | Buy |
8,959
+1,341
| +18% | +$147K | 0.16% | 116 |
|
|
2017
Q4 | $815K | Buy |
7,618
+214
| +3% | +$22.9K | 0.13% | 123 |
|
|
2017
Q3 | $707K | Buy |
7,404
+267
| +4% | +$25.5K | 0.12% | 131 |
|
|
2017
Q2 | $652K | Hold |
7,137
| – | – | 0.12% | 130 |
|
|
2017
Q1 | $627K | Hold |
7,137
| – | – | 0.12% | 126 |
|
|
2016
Q4 | $616K | Buy |
7,137
+317
| +5% | +$27.4K | 0.13% | 123 |
|
|
2016
Q3 | $454K | Buy |
6,820
+1,232
| +22% | +$82K | 0.1% | 131 |
|
|
2016
Q2 | $347K | Sell |
5,588
-254
| -4% | -$15.8K | 0.08% | 132 |
|
|
2016
Q1 | $372K | Buy |
5,842
+568
| +11% | +$36.1K | 0.09% | 131 |
|
|
2015
Q4 | $348K | Sell |
5,274
-555
| -10% | -$36.6K | 0.09% | 116 |
|
|
2015
Q3 | $359K | Buy |
+5,829
| New | +$359K | 0.11% | 105 |
|