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SONORA INVESTMENT MANAGEMENT, LLC: JPM position timeline

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

SONORA INVESTMENT MANAGEMENT, LLC held 78,904 JPM shares at 2021-09-30 per its 13F-HR filed 2021-11-12.

the latest 13F is the newest step

  1. period ended2021-09-30
    13F 78,904 shares
    Change vs previous 13F +2,942 shares

    1.62% of the 13F portfolio, value $12,916,000.

    13F-HR 0001415889-21-005139 filed by SONORA INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-06-30
    13F 75,962 shares
    Change vs previous 13F +3,859 shares

    1.54% of the 13F portfolio, value $11,815,000.

    13F-HR 0001415889-21-004913 filed by SONORA INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2021-03-31
    13F 72,103 shares
    Change vs previous 13F +4,303 shares

    0.86% of the 13F portfolio, value $10,976,000.

    13F-HR 0001415889-21-002180 filed by SONORA INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-12-31
    13F 67,800 shares
    Change vs previous 13F +17,769 shares

    0.71% of the 13F portfolio, value $8,615,000.

    13F-HR 0001415889-21-000315 filed by SONORA INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-09-30
    13F 50,031 shares
    Change vs previous 13F +29,889 shares

    0.45% of the 13F portfolio, value $4,816,000.

    13F-HR 0001415889-20-002491 filed by SONORA INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2020-06-30
    13F 20,142 shares
    Change vs previous 13F +11,207 shares

    0.19% of the 13F portfolio, value $1,895,000.

    13F-HR 0001415889-20-002091 filed by SONORA INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2020-03-31
    13F 8,935 shares
    Change vs previous 13F +1,722 shares

    0.1% of the 13F portfolio, value $804,000.

    13F-HR 0001415889-20-001089 filed by SONORA INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2019-12-31
    13F 7,213 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,005,000.

    13F-HR 0001415889-20-000112 filed by SONORA INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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