JMPWA
SNCY

JP Morgan Private Wealth Advisors’s Sun Country Airlines SNCY Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio SNCY Stock Details SNCY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$524K Buy
35,289
+14,568
+70% +$257K ﹤0.01% 1234
2023
Q2 		$466K Buy
20,721
+2,613
+14% +$49.9K ﹤0.01% 1066
2023
Q1 		$371K Buy
18,108
+1,074
+6% +$20.9K ﹤0.01% 1596
2022
Q4 		$270K Buy
+17,034
New +$299K ﹤0.01% 1694

Other funds holding SNCY

AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its Sun Country Airlines (SNCY) stake by 70% in Q3 2023, buying an estimated $257K and bringing the position to 35,289 shares worth $524K. The position accounts for ﹤0.01% of the portfolio, ranked #1234.

JP Morgan Private Wealth Advisors first reported a position in SNCY in Q4 2022 and has held it in 4 quarters since. 133 funds tracked by Wall St. Rank hold SNCY as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 35,289 shares of Sun Country Airlines worth $524K as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 14,568 Sun Country Airlines shares in Q3 2023, an estimated $257K.
  • Sun Country Airlines made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1234 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Sun Country Airlines in Q4 2022 and has held it in 4 quarters since.
  • 133 funds tracked by Wall St. Rank held Sun Country Airlines as of Q3 2023.

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