SONATA CAPITAL GROUP INC

Position in JPM — Jpmorgan Chase & Co

CIK 1172036 SEATTLE, WA

Position in JPM

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$3,767,568

+$411,203 QoQ

Shares Held

11,510

+0.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

4.93%

of 13F equity value

Holder Rank

#2,345

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

SONATA CAPITAL GROUP INC holds $4,684,435 across 4 Banks - Diversified names. JPM ranks #1 (80.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	11,510	$3,767,568
2	BAC	Bank Of America Corp /De/	7,100	$404,558
3	WFC	Wells Fargo & Company/Mn	3,415	$282,215
4	C	Citigroup Inc	1,644	$230,094

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,767,568	11,510	+0.9%	Shares	Sole	2026-07-24
2026-03-31	$3,356,365	11,410	-0.9%	Shares	Sole	2026-04-30
2025-12-31	$3,708,752	11,510	+6.6%	Shares	Sole	2026-01-26
2025-09-30	$3,406,644	10,800	+0.9%	Shares	Sole	2025-11-12
2025-06-30	$3,102,037	10,700	-3.6%	Shares	Sole	2025-07-30
2025-03-31	$2,723,075	11,101	+0.0%	Shares	Sole	2025-04-29
2024-12-31	$2,659,822	11,096	+0.5%	Shares	Sole	2025-01-29
2024-09-30	$2,329,159	11,046	-3.5%	Shares	Sole	2024-11-01
2024-06-30	$2,315,067	11,446	-4.2%	Shares	Sole	2024-07-29
2024-03-31	$2,392,783	11,946	+3.9%	Shares	Sole	2024-04-30
2023-12-31	$1,955,469	11,496	-4.2%	Shares	Sole	2024-02-07
2023-09-30	$1,739,659	11,996	+4.5%	Shares	Sole	2023-11-07
2023-06-30	$1,670,087	11,483	+4.6%	Shares	Sole	2023-08-04
2023-03-31	$1,431,194	10,983	+4.3%	Shares	Sole	2023-05-08
2022-12-31	$1,412,475	10,533	-0.0%	Shares	Sole	2023-02-08
2022-09-30	$1,100,803	10,534	-4.5%	Shares	Sole	2022-10-25
2022-06-30	$1,242,538	11,034	-5.2%	Shares	Sole	2022-08-03
2022-03-31	$1,585,946	11,634	-3.9%	Shares	Sole	2022-04-22
2021-12-31	$1,917,460	12,109	0.0%	Shares	Sole	2022-02-11
2021-09-30	$1,982,122	12,109	-4.0%	Shares	Sole	2021-11-08
2021-06-30	$1,961,203	12,609	0.0%	Shares	Sole	2021-08-05
2021-03-31	$1,919,468	12,609	+0.4%	Shares	Sole	2021-05-03
2020-12-31	$1,595,872	12,559	0.0%	Shares	Sole	2021-01-29
2020-09-30	$1,209,054	12,559	-0.9%	Shares	Sole	2020-10-29
2020-06-30	$1,192,586	12,679	-1.9%	Shares	Sole	2020-08-03
2020-03-31	$1,163,997	12,929	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.