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Sunburst Financial Group’s JPMorgan Chase JPM Stock Holding History

Sunburst Financial Group’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
Q2 		$2.13M Buy
6,517
+75
+1% +$23.3K 0.35% 38
2026
Q1 		$1.89M Buy
6,442
+84
+1% +$25.5K 0.35% 38
2025
Q4 		$2.05M Buy
6,358
+205
+3% +$63.5K 0.41% 33
2025
Q3 		$1.94M Buy
6,153
+123
+2% +$36.6K 0.41% 32
2025
Q2 		$1.75M Buy
6,030
+324
+6% +$82.7K 0.39% 33
2025
Q1 		$1.4M Sell
5,706
-59
-1% -$15K 0.34% 36
2024
Q4 		$1.38M Buy
5,765
+69
+1% +$16.1K 0.34% 36
2024
Q3 		$1.2M Buy
5,696
+45
+0.8% +$9.48K 0.3% 42
2024
Q2 		$1.14M Buy
5,651
+268
+5% +$52.4K 0.31% 43
2024
Q1 		$1.07M Buy
5,383
+52
+1% +$9.38K 0.3% 43
2023
Q4 		$907K Buy
5,331
+864
+19% +$131K 0.28% 44
2023
Q3 		$648K Buy
4,467
+154
+4% +$23.1K 0.23% 51
2023
Q2 		$627K Buy
4,313
+272
+7% +$37.4K 0.22% 53
2023
Q1 		$527K Sell
4,041
-153
-4% -$21K 0.19% 56
2022
Q4 		$562K Buy
4,194
+3
+0.1% +$380 0.22% 51
2022
Q3 		$438K Buy
4,191
+119
+3% +$13.7K 0.21% 57
2022
Q2 		$459K Buy
4,072
+23
+0.6% +$2.85K 0.22% 58
2022
Q1 		$552K Buy
4,049
+388
+11% +$57.3K 0.27% 45
2021
Q4 		$580K Buy
3,661
+503
+16% +$82.6K 0.29% 41
2021
Q3 		$517K Buy
3,158
+1
+0% +$157 0.32% 38
2021
Q2 		$491K Sell
3,157
-397
-11% -$62.4K 0.31% 39
2021
Q1 		$541K Buy
3,554
+381
+12% +$54.8K 0.38% 33
2020
Q4 		$403K Sell
3,173
-634
-17% -$70.9K 0.3% 39
2020
Q3 		$367K Sell
3,807
-111
-3% -$10.9K 0.31% 38
2020
Q2 		$369K Buy
3,918
+334
+9% +$31.7K 0.33% 36
2020
Q1 		$323K Buy
3,584
+51
+1% +$6.2K 0.34% 39
2019
Q4 		$493K Buy
+3,533
New +$453K 0.43% 31

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Sunburst Financial Group's JPM Position: Q2 2026 in Review

Sunburst Financial Group increased its JPMorgan Chase (JPM) stake by 1.2% in Q2 2026, buying an estimated $23.3K and bringing the position to 6,517 shares worth $2.13M. The position accounts for 0.35% of the portfolio, ranked #38.

Sunburst Financial Group first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. 1,728 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Sunburst Financial Group held 6,517 shares of JPMorgan Chase worth $2.13M as of Q2 2026.
  • Sunburst Financial Group bought 75 JPMorgan Chase shares in Q2 2026, an estimated $23.3K.
  • JPMorgan Chase made up 0.35% of Sunburst Financial Group's portfolio in Q2 2026, its #38 holding.
  • Sunburst Financial Group first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • 1,728 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Sunburst Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.