Sonora Investment Management’s JPMorgan Chase & Co. JPM.PRD.CL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
-65
Closed -$2K 1135
2021
Q1
$2K Hold
65
﹤0.01% 1676
2020
Q4
$2K Hold
65
﹤0.01% 1611
2020
Q3
$2K Hold
65
﹤0.01% 1673
2020
Q2
$2K Hold
65
﹤0.01% 1621
2020
Q1
$2K Buy
+65
New +$2K ﹤0.01% 1525
2017
Q4
Sell
-346
Closed -$8.76K 1252
2017
Q3
$8.76K Buy
+346
New +$8.78K ﹤0.01% 760

Sonora Investment Management's JPM.PRD.CL Position: Q2 2021 in Review

Sonora Investment Management sold out of JPMorgan Chase & Co. (JPM.PRD.CL) in Q2 2021, closing a stake of 65 shares — an estimated $2K sold.

Sonora Investment Management first reported a position in JPM.PRD.CL in Q3 2017 and held it in 6 quarters. The position peaked at $8.76K in Q3 2017. 0 funds tracked by Wall St. Rank hold JPM.PRD.CL as of Q2 2021.

  • Sonora Investment Management reported no remaining JPMorgan Chase & Co. position as of Q2 2021 after selling out during the quarter.
  • Sonora Investment Management sold 65 JPMorgan Chase & Co. shares in Q2 2021, an estimated $2K.
  • Sonora Investment Management first reported a position in JPMorgan Chase & Co. in Q3 2017 and held it in 6 quarters.
  • Sonora Investment Management's JPMorgan Chase & Co. position peaked at $8.76K in Q3 2017.
  • 0 funds tracked by Wall St. Rank held JPMorgan Chase & Co. as of Q2 2021.

Based on Sonora Investment Management's 13F filing for Q2 2021, filed 20 Oct 2021.