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Sunrise Financial Services’s JPMorgan Chase JPM Stock Holding History

Sunrise Financial Services’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 		$55K Buy
168
+2
+1% +$621 0.03% 107
2026
Q1 		$48.8K Buy
166
+19
+13% +$5.77K 0.03% 117
2025
Q4 		$47.4K Buy
+147
New +$45.5K 0.04% 100

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Sunrise Financial Services's JPM Position: Q2 2026 in Review

Sunrise Financial Services increased its JPMorgan Chase (JPM) stake by 1.2% in Q2 2026, buying an estimated $621 and bringing the position to 168 shares worth $55K. The position accounts for 0.03% of the portfolio, ranked #107.

Sunrise Financial Services first reported a position in JPM in Q4 2025 and has held it in 3 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Sunrise Financial Services held 168 shares of JPMorgan Chase worth $55K as of Q2 2026.
  • Sunrise Financial Services bought 2 JPMorgan Chase shares in Q2 2026, an estimated $621.
  • JPMorgan Chase made up 0.03% of Sunrise Financial Services's portfolio in Q2 2026, its #107 holding.
  • Sunrise Financial Services first reported a position in JPMorgan Chase in Q4 2025 and has held it in 3 quarters since.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.