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Disclosery

Sunburst Financial Group, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sunburst Financial Group, LLC on JPM, newest first. How the timeline and the estimate are built.

Sunburst Financial Group, LLC held 6,340 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,340 shares
    Change vs previous 13F -177 shares

    0.34% of the 13F portfolio, value $2,097,373.

    13F-HR 0001085146-26-000840 filed by Sunburst Financial Group, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,517 shares
    Change vs previous 13F +75 shares

    0.36% of the 13F portfolio, value $2,133,309.

    13F-HR 0001800158-26-000005 filed by Sunburst Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F/A 6,442 shares
    Change vs previous 13F +84 shares

    0.36% of the 13F portfolio, value $1,894,927.

    13F-HR/A 0001800158-26-000003 filed by Sunburst Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 6,358 shares
    Change vs previous 13F +205 shares

    0.41% of the 13F portfolio, value $2,048,789.

    13F-HR 0001800158-26-000001 filed by Sunburst Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 6,153 shares
    Change vs previous 13F +123 shares

    0.41% of the 13F portfolio, value $1,940,808.

    13F-HR 0001800158-25-000002 filed by Sunburst Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 6,030 shares
    Change vs previous 13F +324 shares

    0.39% of the 13F portfolio, value $1,748,287.

    13F-HR 0001085146-25-004533 filed by Sunburst Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 5,706 shares
    Change vs previous 13F -59 shares

    0.34% of the 13F portfolio, value $1,399,656.

    13F-HR 0001085146-25-002771 filed by Sunburst Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 5,765 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,381,855.

    13F-HR 0001085146-25-000632 filed by Sunburst Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).