Skip to content
Disclosery

Sonora Investment Management Group, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sonora Investment Management Group, LLC on JPM, newest first. How the timeline and the estimate are built.

Sonora Investment Management Group, LLC held 111,734 JPM shares at 2025-09-30 per its 13F-HR filed 2025-10-07.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 111,734 shares
    Change vs previous 13F -4,033 shares

    2.5% of the 13F portfolio, value $35,244,374.

    13F-HR 0001725547-25-004090 filed by Sonora Investment Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-06-30
    13F 115,767 shares
    Change vs previous 13F +1,358 shares

    2.49% of the 13F portfolio, value $33,562,002.

    13F-HR 0001725547-25-003449 filed by Sonora Investment Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-03-31
    13F 114,409 shares
    Change vs previous 13F +763 shares

    2.22% of the 13F portfolio, value $28,064,583.

    13F-HR 0001725547-25-001410 filed by Sonora Investment Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-12-31
    13F 113,646 shares
    Change vs previous 13F +1,480 shares

    2.09% of the 13F portfolio, value $27,242,034.

    13F-HR 0001725547-25-000171 filed by Sonora Investment Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-09-30
    13F 112,166 shares
    Change vs previous 13F +1,627 shares

    1.75% of the 13F portfolio, value $23,651,328.

    13F-HR 0001725547-24-005912 filed by Sonora Investment Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-06-30
    13F 110,539 shares
    Change vs previous 13F 0 shares

    1.73% of the 13F portfolio, value $22,140,898.

    13F-HR 0001725547-24-003165 filed by Sonora Investment Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-03-31
    13F 110,539 shares
    Change vs previous 13F -363 shares

    1.73% of the 13F portfolio, value $22,140,898.

    13F-HR 0001725547-24-002130 filed by Sonora Investment Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-12-31
    13F 110,902 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $18,864,435.

    13F-HR 0001725547-24-000526 filed by Sonora Investment Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).