Sun Life Financial Inc.
US ˙ NYSE ˙ CA8667961053

SecuritySLF / Sun Life Financial Inc.
InstitutionJpmorgan Chase & Co
Latest Disclosed Ownership2,765,802 shares
Latest Disclosed Value $ 171,258,527
Jpmorgan Chase & Co reports 6.82% increase in ownership of SLF / Sun Life Financial Inc.

On May 13, 2026 - Jpmorgan Chase & Co filed a 13F-HR/A form disclosing ownership of 2,765,802 shares of Sun Life Financial Inc. (US:SLF) valued at $173,028,573 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 2,589,180 shares of Sun Life Financial Inc.. This represents a change in shares of 6.82% during the quarter. The current value of the position is $203,894,923 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F/A-1 SUN LIFE FINANCIAL COMMON 866796105 2,765,802 176,622 6.82 171,259 6.00 0.0012
2026-05-13 2026-03-31 13F SUN LIFE FINANCIAL COMMON 866796105 0 -100.00 0
2026-02-11 2025-12-31 13F SUN LIFE FINANCIAL COMMON 866796105 2,589,180 -144,794 -5.30 161,565 -1.56 0.0101
2025-11-26 2025-09-30 13F/A-1 SUN LIFE FINANCIAL COMMON 866796105 2,733,974 243,323 9.77 164,120 -0.84 0.0098
2025-11-07 2025-09-30 13F SUN LIFE FINANCIAL COMMON 866796105 2,733,974 243,323 164,120 0.0010
2025-08-12 2025-06-30 13F SUN LIFE FINANCIAL COMMON 866796105 2,490,651 -58,021 -2.28 165,504 13.41 0.0108
2025-05-12 2025-03-31 13F SUN LIFE FINANCIAL COMMON 866796105 2,548,672 60,112 2.42 145,937 -1.17 0.0107
2025-02-12 2024-12-31 13F SUN LIFE FINANCIAL COMMON 866796105 2,488,560 -353,152 -12.43 147,671 -10.44 0.0110
2024-12-26 2024-09-30 13F/A-1 SUN LIFE FINANCIAL COMMON 866796105 2,841,712 34,072 1.21 164,876 19.87 0.0125
2024-11-08 2024-09-30 13F SUN LIFE FINANCIAL COMMON 866796105 2,841,712 34,072 164,876 0.0126
2024-12-26 2024-06-30 13F/A-1 Sun Life Financial COMMON 866796105 2,807,640 9,437 0.34 137,546 -9.94 0.0113
2024-08-12 2024-06-30 13F Sun Life Financial COM 866796105 2,807,640 9,437 137,546 0.0113
2024-12-26 2024-03-31 13F/A-1 Sun Life Financial COMMON 866796105 2,798,203 10,341 0.37 152,726 5.64 0.0129
2024-05-10 2024-03-31 13F Sun Life Financial COMMON 866796105 2,798,203 10,341 152,726 0.0129
2024-12-26 2023-12-31 13F/A-1 SUN LIFE FINANCIAL COMMON 866796105 2,787,862 -109,289 -3.77 144,579 2.26 0.0139
2024-02-12 2023-12-31 13F SUN LIFE FINANCIAL COMMON 866796105 2,787,862 -109,289 144,579 0.0139
2023-11-14 2023-09-30 13F SUN LIFE FINANCIAL COM 866796105 2,897,151 41,147 1.44 141,381 -5.02 0.0156
2023-08-11 2023-06-30 13F Sun Life Financial COM 866796105 2,856,004 241,992 9.26 148,855 21.94 0.0162
2023-05-18 2023-03-31 13F/A-1 SUN LIFE FINANCIAL COMMON 866796105 2,614,012 -127,687 -4.66 122,073 96,019.69 0.0149
2023-05-11 2023-03-31 13F SUN LIFE FINANCIAL COMMON 866796105 2,614,012 -127,687 122,073 0.0018
2023-02-13 2022-12-31 13F Sun Life Financial COMMON 866796105 2,741,699 38,412 1.42 127 -99.88 0.0168
2022-11-14 2022-09-30 13F SUN LIFE FINANCIAL COMMON 866796105 2,703,287 141,869 5.54 107,483 -8.40 0.0154
2022-08-11 2022-06-30 13F SUN LIFE FINANCIAL COMMON 866796105 2,561,418 302,966 13.41 117,338 -6.94 0.0163
2022-05-11 2022-03-31 13F SUN LIFE FINANCIAL COMMON 866796105 2,258,452 177,711 8.54 126,091 8.82 0.0152
2022-02-11 2021-12-31 13F/A-1 SUN LIFE FINANCIAL COMMON 866796105 2,080,741 40,165 1.97 115,876 10.37 0.0134
2022-02-10 2021-12-31 13F SUN LIFE FINANCIAL COMMON 866796105 2,080,741 40,165 115,876 0.0133
2021-11-12 2021-09-30 13F SUN LIFE FINANCIAL COMMON 866796105 2,040,576 17,860 0.88 104,988 0.71 0.0130
2021-08-12 2021-06-30 13F SUN LIFE FINANCIAL COMMON 866796105 2,022,716 -36,171 -1.76 104,252 0.17 0.0124
2021-05-12 2021-03-31 13F SUN LIFE FINANCIAL COMMON 866796105 2,058,887 93,031 4.73 104,076 19.08 0.0139
2021-02-19 2020-12-31 13F/A-1 SUN LIFE FINANCIAL COMMON 866796105 1,965,856 6,579 0.34 87,403 9.80 0.0128
2021-02-11 2020-12-31 13F SUN LIFE FINANCIAL COMMON 866796105 1,965,856 6,579 87,403 2,161.5385
2020-11-12 2020-09-30 13F/A-1 SUN LIFE FINANCIAL COMMON 866796105 1,959,277 -22,601 -1.14 79,605 9.29 0.0134
2020-11-12 2020-09-30 13F SUN LIFE FINANCIAL COMMON 866796105 1,959,277 79,605
2020-08-11 2020-06-30 13F SUN LIFE FINANCIAL COMMON 866796105 1,981,878 25,035 1.28 72,835 15.99 0.0141
2020-05-12 2020-03-31 13F SUN LIFE FINL COMMON 866796105 1,956,843 51,327 2.69 62,794 -27.69 0.0147
2020-02-11 2019-12-31 13F SUN LIFE FINL COMMON 866796105 1,905,516 -85,566 -4.30 86,834 -2.67 0.0162
2019-11-12 2019-09-30 13F SUN LIFE FINL COMMON 866796105 1,991,082 -199,415 -9.10 89,219 -1.21 0.0178
2019-08-07 2019-06-30 13F SUN LIFE FINL COMMON 866796105 2,190,497 589,031 36.78 90,314 46.83 0.0177
2019-05-07 2019-03-31 13F SUN LIFE FINL COMMON 866796105 1,601,466 419,234 35.46 61,511 56.76 0.0126
2019-02-11 2018-12-31 13F SUN LIFE FINL COMMON 866796105 1,182,232 62,286 5.56 39,239 -11.88 0.0091
2018-11-13 2018-09-30 13F/A-1 SUN LIFE FINL COMMON 866796105 1,119,946 829,711 285.88 44,529 282.26 0.0085
2018-11-07 2018-09-30 13F SUN LIFE FINL COMMON 866796105 1,119,946 829,711 44,529
2018-08-14 2018-06-30 13F SUN LIFE FINL COMMON 866796105 290,235 28,141 10.74 11,649 8.08 0.0024
2018-05-10 2018-03-31 13F SUN LIFE FINL COMMON 866796105 262,094 210 0.08 10,778 -0.25 0.0023
2018-02-13 2017-12-31 13F SUN LIFE FINL COMMON 866796105 261,884 24,810 10.47 10,805 14.25 0.0023
2017-11-09 2017-09-30 13F SUN LIFE FINL COMMON 866796105 237,074 -24,516 -9.37 9,457 1.12 0.0021
2017-08-09 2017-06-30 13F SUN LIFE FINL COMMON 866796105 261,590 31,893 13.88 9,352 11.41 0.0021
2017-05-10 2017-03-31 13F SUN LIFE FINL COMMON 866796105 229,697 -14,416 -5.91 8,394 -10.47 0.0019
2017-02-06 2016-12-31 13F SUN LIFE FINL COMMON 866796105 244,113 -53,367 -17.94 9,376 -3.14 0.0023
2016-11-04 2016-09-30 13F SUN LIFE FINL COMMON 866796105 297,480 -112,396 -27.42 9,680 -28.07 0.0024
2016-08-08 2016-06-30 13F SUN LIFE FINL COMMON 866796105 409,876 61,099 17.52 13,457 19.58 0.0034
2016-05-10 2016-03-31 13F SUN LIFE FINL COMMON 866796105 348,777 -237,798 -40.54 11,254 -38.50 0.0029
2016-02-12 2015-12-31 13F SUN LIFE FINL COMMON 866796105 586,575 37,861 6.90 18,300 3.38 0.0046
2015-11-13 2015-09-30 13F SUN LIFE FINL COMMON 866796105 548,714 63,888 13.18 17,701 9.31 0.0047
2015-08-14 2015-06-30 13F SUN LIFE FINANCIAL COMMON 866796105 484,826 276,688 132.93 16,194 152.44 0.0038
2015-05-15 2015-03-31 13F SUN LIFE FINANCIAL COMMON 866796105 208,138 46,092 28.44 6,415 9.79 0.0015
2015-02-13 2014-12-31 13F SUN LIFE FINANCIAL COMMON 866796105 162,046 65,197 67.32 5,843 66.28 0.0013
2014-12-08 2014-09-30 13F/A-1 SUN LIFE FINANCIAL COMMON 866796105 96,849 -1,153 -1.18 3,514 -2.31 0.0008
2014-11-14 2014-09-30 13F SUN LIFE FINANCIAL COMMON 866796105 96,849 3,514
2014-09-03 2014-06-30 13F/A-1 SUN LIFE FINANCIAL COMMON 866796105 98,002 -3,391 -3.34 3,597 2.45 0.0009
2014-08-14 2014-06-30 13F SUN LIFE FINANCIAL COMMON 866796105 98,002 3,597
2014-05-15 2014-03-31 13F SUN LIFE FINL COMMON 866796105 101,393 26,714 35.77 3,511 33.04 0.0010
2014-02-26 2013-12-31 13F/A-1 SUN LIFE FINL COMMON 866796105 74,679 -86,070 -53.54 2,639 -48.65 0.0007
2014-02-13 2013-12-31 13F SUN LIFE FINL COMMON 866796105 74,679 2,639
2013-10-31 2013-09-30 13F SUN LIFE FINL COMMON 866796105 160,749 38,228 31.20 5,139 41.61 0.0015
2013-08-13 2013-06-30 13F SUN LIFE FINL COMMON 866796105 122,521 122,521 3,629 0.0012
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.