JPMorgan Chase & Co. shares owned by Sonata Capital
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Sonata Capital
from 13F filings
Historical chart of Sonata Capital investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Sonata Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.4M | 11k | 315.46 |
| 2025-06-30 | $3.1M | 11k | 289.91 |
| 2025-03-31 | $2.7M | 11k | 245.29 |
| 2024-12-31 | $2.7M | 11k | 239.73 |
| 2024-09-30 | $2.3M | 11k | 210.85 |
| 2024-06-30 | $2.3M | 11k | 202.25 |
| 2024-03-31 | $2.4M | 12k | 200.32 |
| 2023-12-31 | $2.0M | 12k | 170.06 |
| 2023-09-30 | $1.7M | 12k | 145.05 |
| 2023-06-30 | $1.7M | 12k | 145.43 |
| 2023-03-31 | $1.4M | 11k | 130.29 |
| 2022-12-31 | $1.4M | 11k | 134.05 |
| 2022-09-30 | $1.1M | 11k | 104.52 |
| 2022-06-30 | $1.2M | 11k | 112.65 |
| 2022-03-31 | $1.6M | 12k | 136.32 |
| 2021-12-31 | $1.9M | 12k | 158.31 |
| 2021-09-30 | $2.0M | 12k | 163.68 |
| 2021-06-30 | $2.0M | 13k | 155.52 |
| 2021-03-31 | $1.9M | 13k | 152.19 |
| 2020-12-31 | $1.6M | 13k | 127.08 |
| 2020-09-30 | $1.2M | 13k | 96.27 |
| 2020-06-30 | $1.2M | 13k | 94.09 |
| 2020-03-31 | $1.2M | 13k | 90.03 |
| 2019-12-31 | $1.9M | 13k | 139.40 |
| 2019-09-30 | $1.6M | 13k | 117.72 |
| 2019-06-30 | $1.5M | 14k | 111.84 |
| 2019-03-31 | $1.4M | 14k | 101.20 |
| 2018-12-31 | $1.4M | 14k | 97.63 |
| 2018-09-30 | $1.6M | 14k | 112.82 |
| 2018-06-30 | $1.5M | 15k | 104.22 |
| 2018-03-31 | $1.6M | 15k | 109.99 |
| 2017-12-31 | $1.6M | 15k | 106.91 |
| 2017-09-30 | $1.4M | 15k | 95.50 |
| 2017-06-30 | $1.4M | 15k | 91.41 |
| 2017-03-31 | $1.3M | 15k | 87.81 |
| 2016-12-31 | $1.3M | 15k | 86.29 |
| 2016-09-30 | $1.0M | 16k | 66.60 |
| 2016-06-30 | $1000k | 16k | 62.11 |
| 2016-03-31 | $1.0M | 18k | 59.20 |
| 2015-12-31 | $1.4M | 21k | 66.05 |
| 2015-09-30 | $1.3M | 21k | 60.96 |
| 2015-06-30 | $1.5M | 22k | 67.75 |
| 2015-03-31 | $1.3M | 21k | 60.59 |
| 2014-12-31 | $1.2M | 19k | 62.57 |