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JP Morgan Private Wealth Advisors’s Sunoco SUN Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio SUN Stock Details SUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$882K Hold
18,008
– – ﹤0.01% 1022
2023
Q2 		$784K Sell
18,008
-378
-2% -$16.7K ﹤0.01% 856
2023
Q1 		$807K Sell
18,386
-13,405
-42% -$604K ﹤0.01% 1270
2022
Q4 		$1.37M Buy
31,791
+105
+0.3% +$4.43K ﹤0.01% 997
2022
Q3 		$1.24M Sell
31,686
-4,616
-13% -$182K ﹤0.01% 1042
2022
Q2 		$1.35M Buy
36,302
+199
+0.6% +$8.1K ﹤0.01% 992
2022
Q1 		$1.47M Buy
36,103
+11,012
+44% +$469K ﹤0.01% 1032
2021
Q4 		$1.02M Buy
25,091
+194
+0.8% +$7.69K ﹤0.01% 1230
2021
Q3 		$929K Buy
24,897
+208
+0.8% +$7.72K ﹤0.01% 1247
2021
Q2 		$931K Buy
24,689
+9,153
+59% +$325K ﹤0.01% 1233
2021
Q1 		$495K Sell
15,536
-3,962
-20% -$124K ﹤0.01% 1317
2020
Q4 		$561K Buy
19,498
+4,325
+29% +$117K ﹤0.01% 1250
2020
Q3 		$370K Sell
15,173
-800
-5% -$20.1K ﹤0.01% 1276
2020
Q2 		$365K Buy
15,973
+2,537
+19% +$59K ﹤0.01% 1230
2020
Q1 		$210K Buy
13,436
+2,098
+19% +$56.3K ﹤0.01% 1279
2019
Q4 		$347K Buy
11,338
+93
+0.8% +$2.93K ﹤0.01% 1178
2019
Q3 		$354K Sell
11,245
-1,796
-14% -$57.2K ﹤0.01% 1126
2019
Q2 		$408K Buy
13,041
+93
+0.7% +$2.85K ﹤0.01% 1051
2019
Q1 		$403K Sell
12,948
-126
-1% -$3.75K ﹤0.01% 1103
2018
Q4 		$355K Buy
+13,074
New +$365K ﹤0.01% 1091
2018
Q3 		– Sell
-10,858
Closed -$271K – 1616
2018
Q2 		$271K Buy
+10,858
New +$288K ﹤0.01% 1246

Other funds holding SUN

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BHC
Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 44.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors held its Sunoco (SUN) position steady in Q3 2023 at 18,008 shares worth $882K. The position accounts for ﹤0.01% of the portfolio, ranked #1022.

JP Morgan Private Wealth Advisors first reported a position in SUN in Q2 2018 and has held it in 21 quarters since. The position peaked at $1.47M in Q1 2022. 186 funds tracked by Wall St. Rank hold SUN as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 18,008 shares of Sunoco worth $882K as of Q3 2023.
  • JP Morgan Private Wealth Advisors left its Sunoco share count unchanged in Q3 2023.
  • Sunoco made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1022 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Sunoco in Q2 2018 and has held it in 21 quarters since.
  • JP Morgan Private Wealth Advisors's Sunoco position peaked at $1.47M in Q1 2022.
  • 186 funds tracked by Wall St. Rank held Sunoco as of Q3 2023.

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