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
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

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase's SUI Position: Q1 2026 in Review

JP Morgan Chase increased its Sun Communities (SUI) stake by 37% in Q1 2026, buying an estimated $31.5M and bringing the position to 893,921 shares worth $113M. The position accounts for 0.01% of the portfolio, ranked #923.

JP Morgan Chase first reported a position in SUI in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.03B in Q4 2021. 513 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • JP Morgan Chase held 893,921 shares of Sun Communities worth $113M as of Q1 2026.
  • JP Morgan Chase bought 243,482 Sun Communities shares in Q1 2026, an estimated $31.5M.
  • Sun Communities made up 0.01% of JP Morgan Chase's portfolio in Q1 2026, its #923 holding.
  • JP Morgan Chase first reported a position in Sun Communities in Q2 2013 and has held it in 52 quarters since.
  • JP Morgan Chase's Sun Communities position peaked at $1.03B in Q4 2021.
  • 513 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.