JP Morgan Chase’s Sunworks, Inc. SUNW Stock Holding History

JP Morgan Chase’s Portfolio SUNW Stock Details SUNW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-52,328	Closed	-$12.3K	–	8072
2023 Q4	$12.3K	Buy	52,328 +52,066	+19,873%	+$17.7K	﹤0.01%	6356
2023 Q3	$136	Sell	262 -242	-48%	-$260	﹤0.01%	6881
2023 Q2	$570	Buy	+504	New	+$563	﹤0.01%	6530
2022 Q1	–	Sell	-35,031	Closed	-$108K	–	7134
2021 Q4	$108K	Buy	+35,031	New	+$179K	﹤0.01%	5647
2021 Q3	–	Sell	-95,231	Closed	-$1M	–	6912
2021 Q2	$1M	Buy	+95,231	New	+$983K	﹤0.01%	4288

Other funds holding SUNW

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return

JP Morgan Chase's SUNW Position: Q1 2024 in Review

JP Morgan Chase sold out of Sunworks, Inc. (SUNW) in Q1 2024, closing a stake of 52,328 shares — an estimated $12.3K sold.

JP Morgan Chase first reported a position in SUNW in Q2 2021 and held it in 5 quarters. The position peaked at $1M in Q2 2021. 2 funds tracked by Wall St. Rank hold SUNW as of Q1 2024.

JP Morgan Chase reported no remaining Sunworks, Inc. position as of Q1 2024 after selling out during the quarter.
JP Morgan Chase sold 52,328 Sunworks, Inc. shares in Q1 2024, an estimated $12.3K.
JP Morgan Chase first reported a position in Sunworks, Inc. in Q2 2021 and held it in 5 quarters.
JP Morgan Chase's Sunworks, Inc. position peaked at $1M in Q2 2021.
2 funds tracked by Wall St. Rank held Sunworks, Inc. as of Q1 2024.

Based on JP Morgan Chase's 13F filing for Q1 2024, filed 10 May 2024.