JP Morgan Chase
SUNL

JP Morgan Chase’s Sunlight Financial Holdings, Inc. SUNL Stock Holding History

JP Morgan Chase’s Portfolio SUNL Stock Details SUNL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-3,152
Closed -$20K – 7471
2023
Q1 		$20K Buy
3,152
+2,464
+358% +$54.3K ﹤0.01% 5979
2022
Q4 		$18K Buy
688
+38
+6% +$1.05K ﹤0.01% 5920
2022
Q3 		$16K Hold
650
– – ﹤0.01% 5869
2022
Q2 		$38K Sell
650
-1,334
-67% -$111K ﹤0.01% 5733
2022
Q1 		$200K Sell
1,984
-977
-33% -$75.7K ﹤0.01% 5197
2021
Q4 		$283K Buy
2,961
+2,089
+240% +$201K ﹤0.01% 5159
2021
Q3 		$93K Buy
+872
New +$123K ﹤0.01% 5607

Other funds holding SUNL

FMC
FTV Management Company San Francisco, California $541M AUM 34.37% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
EC
ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DRP
Decade Renewable Partners Houston, Texas $126M AUM 11.5% 1-Year Est. Return
BHMP
Bardin Hill Management Partners New York $80.3M AUM 31.37% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
MP
MSD Partners New York $82.3M AUM 15.13% 1-Year Est. Return

JP Morgan Chase's SUNL Position: Q2 2023 in Review

JP Morgan Chase sold out of Sunlight Financial Holdings, Inc. (SUNL) in Q2 2023, closing a stake of 3,152 shares — an estimated $20K sold.

JP Morgan Chase first reported a position in SUNL in Q3 2021 and held it in 7 quarters. The position peaked at $283K in Q4 2021. 48 funds tracked by Wall St. Rank hold SUNL as of Q2 2023.

  • JP Morgan Chase reported no remaining Sunlight Financial Holdings, Inc. position as of Q2 2023 after selling out during the quarter.
  • JP Morgan Chase sold 3,152 Sunlight Financial Holdings, Inc. shares in Q2 2023, an estimated $20K.
  • JP Morgan Chase first reported a position in Sunlight Financial Holdings, Inc. in Q3 2021 and held it in 7 quarters.
  • JP Morgan Chase's Sunlight Financial Holdings, Inc. position peaked at $283K in Q4 2021.
  • 48 funds tracked by Wall St. Rank held Sunlight Financial Holdings, Inc. as of Q2 2023.

Based on JP Morgan Chase's 13F filing for Q2 2023, filed 11 Aug 2023.