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Sun Life Financial’s JPMorgan Chase JPM Stock Holding History

Sun Life 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
2021
Q2 		– Sell
-1,785
Closed -$272K – 295
2021
Q1 		$272K Sell
1,785
-18
-1% -$2.59K 0.02% 104
2020
Q4 		$229K Sell
1,803
-22
-1% -$2.46K 0.03% 106
2020
Q3 		$176K Sell
1,825
-46
-2% -$4.52K 0.03% 124
2020
Q2 		$176K Sell
1,871
-8
-0.4% -$759 0.03% 111
2020
Q1 		$169K Sell
1,879
-11
-0.6% -$1.34K 0.04% 101
2019
Q4 		$263K Sell
1,890
-720
-28% -$92.3K 0.07% 100
2019
Q3 		$307K Sell
2,610
-27
-1% -$3.05K 0.08% 147
2019
Q2 		$295K Sell
2,637
-2,927
-53% -$323K 0.07% 146
2019
Q1 		$563K Sell
5,564
-3,732
-40% -$384K 0.12% 97
2018
Q4 		$907K Buy
9,296
+43
+0.5% +$4.58K 0.19% 78
2018
Q3 		$1.04M Buy
9,253
+33
+0.4% +$3.75K 0.19% 89
2018
Q2 		$961K Buy
9,220
+7,497
+435% +$822K 0.14% 91
2018
Q1 		$15.7K Sell
1,723
-5,891
-77% -$667K 0.14% 84
2017
Q4 		$814K Sell
7,614
-18,233
-71% -$1.85M 0.08% 95
2017
Q3 		$2.47M Sell
25,847
-286
-1% -$26.4K 0.24% 34
2017
Q2 		$2.39M Buy
26,133
+25,964
+15,363% +$2.24M 0.26% 32
2017
Q1 		$1.92K Buy
169
+3
+2% +$265 ﹤0.01% 117
2016
Q4 		$1.92K Buy
+166
New +$12.7K 0.02% 72
2014
Q3 		– Sell
-9,337
Closed -$538K – 90
2014
Q2 		$538K Hold
9,337
– – 0.06% 87
2014
Q1 		$567K Sell
9,337
-21,413
-70% -$1.24M 0.06% 92
2013
Q4 		$1.8M Sell
30,750
-5,417
-15% -$297K 0.16% 91
2013
Q3 		$1.87M Sell
36,167
-2,842
-7% -$152K 0.17% 91
2013
Q2 		$2.06M Buy
+39,009
New +$1.98M 0.17% 89

Other funds holding JPM

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Sun Life Financial's JPM Position: Q2 2021 in Review

Sun Life Financial sold out of JPMorgan Chase (JPM) in Q2 2021, closing a stake of 1,785 shares — an estimated $272K sold.

Sun Life Financial first reported a position in JPM in Q2 2013 and held it in 23 quarters. The position peaked at $2.47M in Q3 2017. 3,237 funds tracked by Wall St. Rank hold JPM as of Q2 2021.

  • Sun Life Financial reported no remaining JPMorgan Chase position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 1,785 JPMorgan Chase shares in Q2 2021, an estimated $272K.
  • Sun Life Financial first reported a position in JPMorgan Chase in Q2 2013 and held it in 23 quarters.
  • Sun Life Financial's JPMorgan Chase position peaked at $2.47M in Q3 2017.
  • 3,237 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2021.

Based on Sun Life Financial's 13F filing for Q2 2021, filed 10 Aug 2021.