Sun Group Wealth Partners / JPM
Sun Group Wealth Partners’s Jpmorgan Chase & Co Position
Does Sun Group Wealth Partners own Jpmorgan Chase & Co (JPM)? Yes — 5.1K shares worth $1M (+1.18% of its 13F portfolio) as of Q1 2026, up from 3.4K shares the prior filed quarter.
Position Value
$1M
Q1 2026
Shares
5.1K
% of Portfolio
+1.18%
Quarters Held
2
currently held
Position History JPM
Reported value by quarter
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Sun Group Wealth Partners’s full portfolio or all institutional holders of JPM.