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Sunburst Financial Group, LLC

SEC CIK
0001800158
Latest filing
Jul 8, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Sunburst Financial Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overviewAll 13F holders of JPMFull Q2 2026 holdings

Shares (Q2 2026)
6,517
Value
$2.13M
% of portfolio
0.4%
Quarters held
22
Since Q1 2021
Holdings of JPM by Sunburst Financial Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,517$2.13M0.4%+75+1.2%AddedHolders
Q1 20266,442$1.89M0.4%+84+1.3%AddedHolders
Q4 20256,358$2.05M0.4%+205+3.3%AddedHolders
Q3 20256,153$1.94M0.4%+123+2.0%AddedHolders
Q2 20256,030$1.75M0.4%+324+5.7%AddedHolders
Q1 20255,706$1.40M0.3%−59−1.0%ReducedHolders
Q4 20245,765$1.38M0.3%+69+1.2%AddedHolders
Q3 20245,696$1.20M0.3%+45+0.8%AddedHolders
Q2 20245,651$1.14M0.3%+268+5.0%AddedHolders
Q1 20245,383$1.07M0.3%+52+1.0%AddedHolders
Q4 20235,331$906.7K0.3%+864+19.3%AddedHolders
Q3 20234,467$647.8K0.2%+154+3.6%AddedHolders
Q2 20234,313$627.2K0.2%+272+6.7%AddedHolders
Q1 20234,041$526.6K0.2%−153−3.6%ReducedHolders
Q4 20224,194$562.4K0.2%+3+0.1%AddedHolders
Q3 20224,191$438.0K0.2%+119+2.9%AddedHolders
Q2 20224,072$459.0K0.2%+23+0.6%AddedHolders
Q1 20224,049$552.0K0.3%+388+10.6%AddedHolders
Q4 20213,661$580.0K0.3%+503+15.9%AddedHolders
Q3 20213,158$517.0K0.3%+10.0%AddedHolders
Q2 20213,157$491.0K0.3%−397−11.2%ReducedHolders
Q1 20213,554$541.0K0.4%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.