Sonata Capital Group Inc Jpmorgan Diversified Return Us Transaction History
Sonata Capital Group Inc
- $220 Million
- Q1 2024
Shares
9 transactions
Others Institutions Holding JPUS
# of Institutions
88Shares Held
3.32MCall Options Held
4KPut Options Held
0-
Planning Alternatives LTD516KShares$56.1 Million9.5% of portfolio
-
St Germain D J CO Inc Springfield, MA505KShares$54.8 Million2.78% of portfolio
-
Modera Wealth Management, LLC338KShares$36.7 Million0.58% of portfolio
-
Ubs Group Ag310KShares$33.7 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC236KShares$25.7 Million0.0% of portfolio