JP Morgan Chase
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JP Morgan Chase’s Sun Communities SUI Stock Holding History

JP Morgan Chase’s Portfolio SUI Stock Details SUI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-47,300
Closed -$5.97M – 8065
2026
Q1 		$5.97M Buy
+47,300
New +$6.11M ﹤0.01% 3150
2023
Q3 		– Sell
-54,100
Closed -$7.06M – 7725
2023
Q2 		$7.06M Buy
+54,100
New +$7.24M ﹤0.01% 2597

Other funds holding SUI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase's SUI Position: Q2 2026 in Review

JP Morgan Chase reduced its Sun Communities (SUI) stake by 9.7% in Q2 2026, selling an estimated $10.8M and leaving 807,182 shares worth $97.9M. The position accounts for 0.01% of the portfolio, ranked #1087.

JP Morgan Chase first reported a position in SUI in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.03B in Q4 2021. 532 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • JP Morgan Chase held 807,182 shares of Sun Communities worth $97.9M as of Q2 2026.
  • JP Morgan Chase sold 86,739 Sun Communities shares in Q2 2026, an estimated $10.8M.
  • Sun Communities made up 0.01% of JP Morgan Chase's portfolio in Q2 2026, its #1087 holding.
  • JP Morgan Chase first reported a position in Sun Communities in Q2 2013 and has held it in 53 quarters since.
  • JP Morgan Chase's Sun Communities position peaked at $1.03B in Q4 2021.
  • 532 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.