JMPWA
RUN icon

JP Morgan Private Wealth Advisors’s Sunrun RUN Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio RUN Stock Details RUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$460K Buy
36,642
+20,051
+121% +$330K ﹤0.01% 1281
2023
Q2 		$296K Sell
16,591
-3,557
-18% -$66.1K ﹤0.01% 1245
2023
Q1 		$406K Sell
20,148
-9,977
-33% -$233K ﹤0.01% 1553
2022
Q4 		$724K Sell
30,125
-795
-3% -$21.2K ﹤0.01% 1303
2022
Q3 		$853K Buy
30,920
+2,911
+10% +$90.5K ﹤0.01% 1220
2022
Q2 		$654K Buy
28,009
+1,882
+7% +$45.2K ﹤0.01% 1339
2022
Q1 		$793K Buy
26,127
+2,097
+9% +$58.5K ﹤0.01% 1321
2021
Q4 		$824K Buy
24,030
+8,368
+53% +$392K ﹤0.01% 1333
2021
Q3 		$689K Buy
15,662
+4,147
+36% +$198K ﹤0.01% 1377
2021
Q2 		$642K Buy
11,515
+8,192
+247% +$396K ﹤0.01% 1391
2021
Q1 		$201K Buy
3,323
+113
+4% +$7.85K ﹤0.01% 1693
2020
Q4 		$223K Buy
+3,210
New +$199K ﹤0.01% 1603
2020
Q1 		– Sell
-11,610
Closed -$160K – 1521
2019
Q4 		$160K Buy
+11,610
New +$173K ﹤0.01% 1421
2019
Q3 		– Sell
-10,299
Closed -$193K – 1473
2019
Q2 		$193K Sell
10,299
-791
-7% -$12.9K ﹤0.01% 1303
2019
Q1 		$156K Sell
11,090
-16,321
-60% -$225K ﹤0.01% 1392
2018
Q4 		$299K Sell
27,411
-28,900
-51% -$365K ﹤0.01% 1176
2018
Q3 		$701K Buy
56,311
+24,899
+79% +$345K ﹤0.01% 952
2018
Q2 		$413K Sell
31,412
-25,773
-45% -$280K ﹤0.01% 1083
2018
Q1 		$511K Buy
57,185
+3,266
+6% +$22K ﹤0.01% 863
2017
Q4 		$319K Buy
53,919
+16,537
+44% +$95.1K ﹤0.01% 1033
2017
Q3 		$207K Buy
37,382
+6,629
+22% +$45.2K ﹤0.01% 1142
2017
Q2 		$219K Sell
30,753
-11,271
-27% -$60.8K ﹤0.01% 1121
2017
Q1 		$227K Buy
42,024
+319
+0.8% +$1.77K ﹤0.01% 1193
2016
Q4 		$221K Buy
+41,705
New +$231K ﹤0.01% 1127
2016
Q3 		– Sell
-51,007
Closed -$302K – 1263
2016
Q2 		$302K Buy
+51,007
New +$337K ﹤0.01% 977
2016
Q1 		– Sell
-60,800
Closed -$716K – 1290
2015
Q4 		$716K Buy
+60,800
New +$554K 0.01% 602

Other funds holding RUN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
GC
Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return

JP Morgan Private Wealth Advisors's RUN Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors increased its Sunrun (RUN) stake by 121% in Q3 2023, buying an estimated $330K and bringing the position to 36,642 shares worth $460K. The position accounts for ﹤0.01% of the portfolio, ranked #1281.

JP Morgan Private Wealth Advisors first reported a position in RUN in Q4 2015 and has held it in 26 quarters since. The position peaked at $853K in Q3 2022. 395 funds tracked by Wall St. Rank hold RUN as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 36,642 shares of Sunrun worth $460K as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 20,051 Sunrun shares in Q3 2023, an estimated $330K.
  • Sunrun made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1281 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Sunrun in Q4 2015 and has held it in 26 quarters since.
  • JP Morgan Private Wealth Advisors's Sunrun position peaked at $853K in Q3 2022.
  • 395 funds tracked by Wall St. Rank held Sunrun as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.