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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.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Sonata Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Sonata Capital

Quarter filed Position value Share count Share price at filing
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