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JPMorgan Chase & Co. shares owned by Sunrise Partners Limited Partnership

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Sunrise Partners Limited Partnership from 13F filings

Historical chart of Sunrise Partners Limited Partnership investment in JPMorgan Chase & Co.

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All positions including JPMorgan Chase & Co. held by Sunrise Partners Limited Partnership consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Sunrise Partners Limited Partnership

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.7M 13k 210.86
2024-06-30 $15M 72k 202.26
2024-03-31 $2.6M 13k 200.30
2023-12-31 $1.7M 9.8k 170.10
2023-09-30 $11M 73k 145.02
2023-06-30 $11M 76k 145.44
2022-12-31 $11M 83k 134.10
2022-09-30 $6.4M 62k 103.33
2022-06-30 $14M 123k 112.62
2022-03-31 $12M 88k 136.32
2021-12-31 $24M 150k 158.38
2021-09-30 $5.8M 36k 163.68
2021-06-30 $6.0M 39k 155.56
2021-03-31 $15M 98k 152.23
2020-12-31 $7.0M 55k 127.08
2020-09-30 $1.9M 19k 96.27
2020-06-30 $49M 520k 94.06
2020-03-31 $1.6M 18k 90.06
2019-12-31 $81M 581k 139.40
2019-09-30 $49M 418k 117.69
2019-06-30 $120M 1.1M 111.80
2019-03-31 $10M 103k 100.00
2018-12-31 $15M 168k 86.96
2018-09-30 $44M 393k 112.84
2018-06-30 $31M 294k 104.25
2018-03-31 $15M 135k 109.97
2017-12-31 $32M 297k 106.94
2017-09-30 $58M 610k 95.51
2017-06-30 $36M 395k 91.39
2017-03-31 $69M 780k 87.83
2016-12-31 $57M 663k 86.35
2016-09-30 $118M 1.8M 66.59
2016-06-30 $73M 1.2M 62.13
2016-03-31 $76M 1.3M 59.22
2015-12-31 $4.8M 72k 66.03
2015-09-30 $96M 1.6M 60.97
2015-06-30 $106M 1.6M 67.73
2015-03-31 $55M 900k 60.60
2014-12-31 $939k 15k 62.60
2014-09-30 $8.3M 137k 60.24
2014-06-30 $1.3M 23k 57.62
2014-03-31 $941k 16k 60.73
2013-09-30 $6.1M 118k 51.69

More positions owned by Sunrise Partners Limited Partnership

Invesco Qqq Tr Unit Ser 1 Call Option (QQQ)
Ishares Tr Russell 2000 Etf Call Option (IWM)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Select Sector Spdr Tr Sbi Cons Discr Call Option (XLY)
Ishares Tr Msci Emg Mkt Etf Call Option (EEM)
Ishares Tr China Lg-cap Etf Call Option (FXI)
Ishares Tr 20 Yr Tr Bd Etf Call Option (TLT)
Select Sector Spdr Tr Financial Call Option (XLF)
Alcoa (AA)
Nio Note 4.625%10/1 (Principal)
Ishares Tr U.s. Real Es Etf Call Option (IYR)
Snowflake Cl A Call Option (SNOW)
Seagate Hdd Cayman Note 3.500% 6/0 (Principal)
Select Sector Spdr Tr Technology Call Option (XLK)
Ishares Tr Msci Eafe Etf (EFA)

View all positions for Sunrise Partners Limited Partnership

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Bank of America Corporation
FMR
Capital World Investors
Capital Research and Management Company - Division 3
T. Rowe Price Associates
Wellington Management Company
Northern Trust
Royal Bank of Canada
Bank of New York Mellon
Massachusetts Financial Services
Wells Fargo & Company

View all funds holding JPMorgan Chase & Co.