SIM
JPM.PRJ

Sonora Investment Management’s JP MORGAN CHASE CAPITAL X PFD JPM.PRJ Stock Holding History

Sonora Investment Management’s Portfolio JPM.PRJ Stock Details JPM.PRJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-56,323
Closed -$1.49M – 1144
2021
Q1 		$1.49M Sell
56,323
-1,525
-3% -$40.3K 0.12% 159
2020
Q4 		$1.6M Buy
57,848
+56,853
+5,714% +$1.58M 0.13% 150
2020
Q3 		$26K Buy
+995
New +$26K ﹤0.01% 786

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

Sonora Investment Management sold out of JP MORGAN CHASE CAPITAL X PFD (JPM.PRJ) in Q2 2021, closing a stake of 56,323 shares — an estimated $1.49M sold.

Sonora Investment Management first reported a position in JPM.PRJ in Q3 2020 and held it in 3 quarters. The position peaked at $1.6M in Q4 2020. 0 funds tracked by Wall St. Rank hold JPM.PRJ as of Q2 2021.

  • Sonora Investment Management reported no remaining JP MORGAN CHASE CAPITAL X PFD position as of Q2 2021 after selling out during the quarter.
  • Sonora Investment Management sold 56,323 JP MORGAN CHASE CAPITAL X PFD shares in Q2 2021, an estimated $1.49M.
  • Sonora Investment Management first reported a position in JP MORGAN CHASE CAPITAL X PFD in Q3 2020 and held it in 3 quarters.
  • Sonora Investment Management's JP MORGAN CHASE CAPITAL X PFD position peaked at $1.6M in Q4 2020.
  • 0 funds tracked by Wall St. Rank held JP MORGAN CHASE CAPITAL X PFD as of Q2 2021.

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