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Sun Financial’s JPMorgan Chase JPM Stock Holding History

Sun Financial’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.88M Buy
6,265
+20
+0.3% +$6.07K 0.94% 29
2025
Q4 		$2.01M Buy
+6,245
New +$1.93M 1.12% 23

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sun Financial's JPM Position: Q1 2026 in Review

Sun Financial increased its JPMorgan Chase (JPM) stake by 0.32% in Q1 2026, buying an estimated $6.07K and bringing the position to 6,265 shares worth $1.88M. The position accounts for 0.94% of the portfolio, ranked #29.

Sun Financial first reported a position in JPM in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.01M in Q4 2025. 5,066 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Sun Financial held 6,265 shares of JPMorgan Chase worth $1.88M as of Q1 2026.
  • Sun Financial bought 20 JPMorgan Chase shares in Q1 2026, an estimated $6.07K.
  • JPMorgan Chase made up 0.94% of Sun Financial's portfolio in Q1 2026, its #29 holding.
  • Sun Financial first reported a position in JPMorgan Chase in Q4 2025 and has held it in 2 quarters since.
  • Sun Financial's JPMorgan Chase position peaked at $2.01M in Q4 2025.
  • 5,066 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Sun Financial's 13F filing for Q1 2026, filed 15 May 2026.