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Sonora Investment Management’s JPMorgan Chase JPM Stock Holding History

Sonora Investment Management’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
2021
Q3 		$12.9M Buy
78,904
+2,942
+4% +$461K 1.62% 8
2021
Q2 		$11.8M Buy
75,962
+3,859
+5% +$606K 1.54% 12
2021
Q1 		$11M Buy
72,103
+4,303
+6% +$619K 0.86% 25
2020
Q4 		$8.62M Buy
67,800
+17,769
+36% +$1.99M 0.71% 45
2020
Q3 		$4.82M Buy
50,031
+29,889
+148% +$2.94M 0.45% 72
2020
Q2 		$1.9M Buy
20,142
+11,207
+125% +$1.06M 0.19% 112
2020
Q1 		$804K Buy
8,935
+1,722
+24% +$209K 0.1% 151
2019
Q4 		$1M Sell
7,213
-1,914
-21% -$245K 0.1% 150
2019
Q3 		$1.07M Buy
9,127
+2,865
+46% +$324K 0.11% 143
2019
Q2 		$700K Buy
6,262
+808
+15% +$89.1K 0.08% 163
2019
Q1 		$552K Sell
5,454
-124
-2% -$12.8K 0.07% 171
2018
Q4 		$544K Buy
5,578
+1,237
+28% +$132K 0.08% 167
2018
Q3 		$490K Sell
4,341
-26
-0.6% -$2.95K 0.07% 168
2018
Q2 		$455K Sell
4,367
-4,592
-51% -$504K 0.07% 164
2018
Q1 		$985K Buy
8,959
+1,341
+18% +$152K 0.16% 116
2017
Q4 		$815K Buy
7,618
+214
+3% +$21.7K 0.13% 123
2017
Q3 		$707K Buy
7,404
+267
+4% +$24.6K 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% +$24.2K 0.13% 123
2016
Q3 		$454K Buy
6,820
+1,232
+22% +$80.3K 0.1% 131
2016
Q2 		$347K Sell
5,588
-254
-4% -$15.9K 0.08% 132
2016
Q1 		$372K Buy
5,842
+568
+11% +$33.2K 0.09% 131
2015
Q4 		$348K Sell
5,274
-555
-10% -$36.1K 0.09% 116
2015
Q3 		$359K Buy
+5,829
New +$382K 0.11% 105

Other funds holding JPM

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Sonora Investment Management's JPM Position: Q3 2021 in Review

Sonora Investment Management increased its JPMorgan Chase (JPM) stake by 3.9% in Q3 2021, buying an estimated $461K and bringing the position to 78,904 shares worth $12.9M. The position accounts for 1.62% of the portfolio, ranked #8.

Sonora Investment Management first reported a position in JPM in Q3 2015 and has held it in 25 quarters since. 3,233 funds tracked by Wall St. Rank hold JPM as of Q3 2021.

  • Sonora Investment Management held 78,904 shares of JPMorgan Chase worth $12.9M as of Q3 2021.
  • Sonora Investment Management bought 2,942 JPMorgan Chase shares in Q3 2021, an estimated $461K.
  • JPMorgan Chase made up 1.62% of Sonora Investment Management's portfolio in Q3 2021, its #8 holding.
  • Sonora Investment Management first reported a position in JPMorgan Chase in Q3 2015 and has held it in 25 quarters since.
  • 3,233 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.