JP Morgan Private Wealth Advisors’s Sunworks, Inc. SUNW Stock Holding History

JP Morgan Private Wealth Advisors’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
2023 Q3	$27K	Hold	52,017	–	–	﹤0.01%	1707
2023 Q2	$58.8K	Buy	52,017 +40,489	+351%	+$45.2K	﹤0.01%	1451
2023 Q1	$16.6K	Hold	11,528	–	–	﹤0.01%	1922
2022 Q4	$18.2K	Hold	11,528	–	–	﹤0.01%	1915
2022 Q3	$32K	Hold	11,528	–	–	﹤0.01%	1902
2022 Q2	$18K	Hold	11,528	–	–	﹤0.01%	1910
2022 Q1	$29K	Buy	+11,528	New	+$29.1K	﹤0.01%	1967

Other funds holding SUNW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors held its Sunworks, Inc. (SUNW) position steady in Q3 2023 at 52,017 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #1707.

JP Morgan Private Wealth Advisors first reported a position in SUNW in Q1 2022 and has held it in 7 quarters since. The position peaked at $58.8K in Q2 2023. 37 funds tracked by Wall St. Rank hold SUNW as of Q3 2023.

JP Morgan Private Wealth Advisors held 52,017 shares of Sunworks, Inc. worth $27K as of Q3 2023.
JP Morgan Private Wealth Advisors left its Sunworks, Inc. share count unchanged in Q3 2023.
Sunworks, Inc. made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1707 holding.
JP Morgan Private Wealth Advisors first reported a position in Sunworks, Inc. in Q1 2022 and has held it in 7 quarters since.
JP Morgan Private Wealth Advisors's Sunworks, Inc. position peaked at $58.8K in Q2 2023.
37 funds tracked by Wall St. Rank held Sunworks, Inc. as of Q3 2023.

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