JP Morgan Chase
SUNS

JP Morgan Chase’s Sunrise Realty Trust SUNS Stock Holding History

JP Morgan Chase’s Portfolio SUNS Stock Details SUNS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$58.7K Sell
7,379
-7,241
-50% -$65.8K ﹤0.01% 6130
2025
Q4 		$138K Sell
14,620
-563
-4% -$5.51K ﹤0.01% 5721
2025
Q3 		$158K Sell
15,183
-729
-5% -$7.83K ﹤0.01% 5643
2025
Q2 		$169K Sell
15,912
-4,949
-24% -$51.3K ﹤0.01% 5326
2025
Q1 		$231K Sell
20,861
-419
-2% -$5.03K ﹤0.01% 5182
2024
Q4 		$300K Buy
21,280
+10,511
+98% +$152K ﹤0.01% 5296
2024
Q3 		$155K Buy
+10,769
New +$138K ﹤0.01% 5519

Other funds holding SUNS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GC
Gratia Capital Los Angeles, California $227M AUM 16.14% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

JP Morgan Chase reduced its Sunrise Realty Trust (SUNS) stake by 50% in Q1 2026, selling an estimated $65.8K and leaving 7,379 shares worth $58.7K. The position accounts for ﹤0.01% of the portfolio, ranked #6130.

JP Morgan Chase first reported a position in SUNS in Q3 2024 and has held it in 7 quarters since. The position peaked at $300K in Q4 2024. 77 funds tracked by Wall St. Rank hold SUNS as of Q1 2026.

  • JP Morgan Chase held 7,379 shares of Sunrise Realty Trust worth $58.7K as of Q1 2026.
  • JP Morgan Chase sold 7,241 Sunrise Realty Trust shares in Q1 2026, an estimated $65.8K.
  • Sunrise Realty Trust made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #6130 holding.
  • JP Morgan Chase first reported a position in Sunrise Realty Trust in Q3 2024 and has held it in 7 quarters since.
  • JP Morgan Chase's Sunrise Realty Trust position peaked at $300K in Q4 2024.
  • 77 funds tracked by Wall St. Rank held Sunrise Realty Trust as of Q1 2026.

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