JP Morgan Chase
SUN icon

JP Morgan Chase’s Sunoco SUN Stock Holding History

JP Morgan Chase’s Portfolio SUN Stock Details SUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-35,000
Closed -$1.32M – 6784
2021
Q2 		$1.32M Hold
35,000
– – ﹤0.01% 4106
2021
Q1 		$1.11M Hold
35,000
– – ﹤0.01% 4141
2020
Q4 		$1.01M Buy
+35,000
New +$949K ﹤0.01% 3961

Other funds holding SUN

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.71B AUM 14.82% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BHC
Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 44.45% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

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

JP Morgan Chase increased its Sunoco (SUN) stake by 8.6% in Q2 2026, buying an estimated $8.61M and bringing the position to 1,634,270 shares worth $112M. The position accounts for 0.01% of the portfolio, ranked #1008.

JP Morgan Chase first reported a position in SUN in Q3 2014 and has held it in 48 quarters since. The position peaked at $118M in Q3 2024. 247 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

  • JP Morgan Chase held 1,634,270 shares of Sunoco worth $112M as of Q2 2026.
  • JP Morgan Chase bought 129,580 Sunoco shares in Q2 2026, an estimated $8.61M.
  • Sunoco made up 0.01% of JP Morgan Chase's portfolio in Q2 2026, its #1008 holding.
  • JP Morgan Chase first reported a position in Sunoco in Q3 2014 and has held it in 48 quarters since.
  • JP Morgan Chase's Sunoco position peaked at $118M in Q3 2024.
  • 247 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

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