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JP Morgan Private Wealth Advisors’s Sun Life Financial SLF Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio SLF Stock Details SLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$425K Buy
8,719
+889
+11% +$44.6K ﹤0.01% 1312
2023
Q2 		$408K Sell
7,830
-2,292
-23% -$113K ﹤0.01% 1114
2023
Q1 		$473K Sell
10,122
-211
-2% -$10.2K ﹤0.01% 1501
2022
Q4 		$480K Buy
10,333
+1,617
+19% +$71.5K ﹤0.01% 1488
2022
Q3 		$347K Buy
8,716
+1,113
+15% +$49.9K ﹤0.01% 1599
2022
Q2 		$348K Sell
7,603
-117
-2% -$5.83K ﹤0.01% 1588
2022
Q1 		$431K Sell
7,720
-739
-9% -$40.7K ﹤0.01% 1598
2021
Q4 		$471K Buy
8,459
+126
+2% +$6.96K ﹤0.01% 1577
2021
Q3 		$429K Sell
8,333
-1,199
-13% -$61.7K ﹤0.01% 1562
2021
Q2 		$491K Buy
9,532
+2,338
+32% +$124K ﹤0.01% 1485
2021
Q1 		$364K Buy
7,194
+80
+1% +$3.92K ﹤0.01% 1450
2020
Q4 		$316K Buy
7,114
+77
+1% +$3.33K ﹤0.01% 1479
2020
Q3 		$287K Sell
7,037
-580
-8% -$23.5K ﹤0.01% 1383
2020
Q2 		$280K Buy
7,617
+942
+14% +$32.4K ﹤0.01% 1336
2020
Q1 		$214K Buy
6,675
+60
+0.9% +$2.57K ﹤0.01% 1274
2019
Q4 		$301K Sell
6,615
-400
-6% -$18K ﹤0.01% 1241
2019
Q3 		$314K Buy
7,015
+386
+6% +$16.1K ﹤0.01% 1174
2019
Q2 		$274K Sell
6,629
-1,460
-18% -$58.7K ﹤0.01% 1183
2019
Q1 		$311K Buy
8,089
+144
+2% +$5.29K ﹤0.01% 1193
2018
Q4 		$264K Sell
7,945
-719
-8% -$26K ﹤0.01% 1233
2018
Q3 		$345K Sell
8,664
-4,847
-36% -$194K ﹤0.01% 1225
2018
Q2 		$542K Sell
13,511
-348
-3% -$14.4K ﹤0.01% 982
2018
Q1 		$570K Sell
13,859
-1,146
-8% -$48.3K ﹤0.01% 827
2017
Q4 		$619K Buy
15,005
+1,774
+13% +$70.7K ﹤0.01% 797
2017
Q3 		$527K Buy
13,231
+5,552
+72% +$212K ﹤0.01% 822
2017
Q2 		$275K Sell
7,679
-1,474
-16% -$50.8K ﹤0.01% 1048
2017
Q1 		$335K Buy
9,153
+2,229
+32% +$84.7K ﹤0.01% 1024
2016
Q4 		$266K Buy
+6,924
New +$251K ﹤0.01% 1053
2016
Q3 		– Sell
-7,961
Closed -$261K – 1264
2016
Q2 		$261K Buy
+7,961
New +$267K ﹤0.01% 1040

Other funds holding SLF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its Sun Life Financial (SLF) stake by 11% in Q3 2023, buying an estimated $44.6K and bringing the position to 8,719 shares worth $425K. The position accounts for ﹤0.01% of the portfolio, ranked #1312.

JP Morgan Private Wealth Advisors first reported a position in SLF in Q2 2016 and has held it in 29 quarters since. The position peaked at $619K in Q4 2017. 380 funds tracked by Wall St. Rank hold SLF as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 8,719 shares of Sun Life Financial worth $425K as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 889 Sun Life Financial shares in Q3 2023, an estimated $44.6K.
  • Sun Life Financial made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1312 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Sun Life Financial in Q2 2016 and has held it in 29 quarters since.
  • JP Morgan Private Wealth Advisors's Sun Life Financial position peaked at $619K in Q4 2017.
  • 380 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2023.

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