JP Morgan Chase
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JP Morgan Chase’s Sumitomo Mitsui Financial SMFG Stock Holding History

JP Morgan Chase’s Portfolio SMFG Stock Details SMFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$17.5M Buy
918,315
+207,250
+29% +$4.35M ﹤0.01% 2191
2025
Q4 		$13.7M Buy
711,065
+173,622
+32% +$3.01M ﹤0.01% 2407
2025
Q3 		$9M Sell
537,443
-653,123
-55% -$10.5M ﹤0.01% 2811
2025
Q2 		$18M Buy
1,190,566
+1,026
+0.1% +$14.8K ﹤0.01% 2028
2025
Q1 		$18.4M Buy
1,189,540
+174,334
+17% +$2.65M ﹤0.01% 1995
2024
Q4 		$14.7M Sell
1,015,206
-354,744
-26% -$4.87M ﹤0.01% 2330
2024
Q3 		$17.3M Buy
1,369,950
+517,179
+61% +$6.83M ﹤0.01% 2123
2024
Q2 		$11.4M Buy
852,771
+16,867
+2% +$204K ﹤0.01% 2343
2024
Q1 		$9.84M Buy
835,904
+4,634
+0.6% +$49.7K ﹤0.01% 2505
2023
Q4 		$8.05M Sell
831,270
-18,732
-2% -$182K ﹤0.01% 2668
2023
Q3 		$8.37M Sell
850,002
-58,487
-6% -$541K ﹤0.01% 2402
2023
Q2 		$7.81M Buy
908,489
+48,604
+6% +$402K ﹤0.01% 2501
2023
Q1 		$6.88M Buy
859,885
+327,481
+62% +$2.77M ﹤0.01% 2576
2022
Q4 		$4.27M Buy
532,404
+485,333
+1,031% +$3.09M ﹤0.01% 2965
2022
Q3 		$259K Buy
47,071
+1,560
+3% +$9.41K ﹤0.01% 4823
2022
Q2 		$268K Sell
45,511
-54,047
-54% -$326K ﹤0.01% 4922
2022
Q1 		$625K Buy
99,558
+68,654
+222% +$489K ﹤0.01% 4562
2021
Q4 		$210K Buy
30,904
+385
+1% +$2.61K ﹤0.01% 5323
2021
Q3 		$215K Buy
30,519
+2,345
+8% +$16.3K ﹤0.01% 5189
2021
Q2 		$194K Buy
28,174
+2,363
+9% +$16.9K ﹤0.01% 5263
2021
Q1 		$187K Sell
25,811
-2,294
-8% -$16K ﹤0.01% 5179
2020
Q4 		$173K Buy
28,105
+15
+0.1% +$88 ﹤0.01% 4857
2020
Q3 		$161K Buy
28,090
+3,768
+15% +$21.6K ﹤0.01% 4467
2020
Q2 		$137K Sell
24,322
-13,105
-35% -$70.8K ﹤0.01% 4433
2020
Q1 		$179K Sell
37,427
-803,899
-96% -$5.18M ﹤0.01% 4314
2019
Q4 		$6.24M Buy
841,326
+37,423
+5% +$269K ﹤0.01% 2511
2019
Q3 		$5.5M Buy
803,903
+879
+0.1% +$6K ﹤0.01% 2629
2019
Q2 		$5.61M Sell
803,024
-19,598
-2% -$139K ﹤0.01% 2538
2019
Q1 		$5.78M Buy
822,622
+54,079
+7% +$387K ﹤0.01% 2475
2018
Q4 		$5M Sell
768,543
-174,864
-19% -$1.31M ﹤0.01% 2574
2018
Q3 		$7.58M Sell
943,407
-394,816
-30% -$3.12M ﹤0.01% 2418
2018
Q2 		$10.4M Sell
1,338,223
-8,758
-0.7% -$72.8K ﹤0.01% 2113
2018
Q1 		$11.4M Buy
1,346,981
+102,862
+8% +$919K ﹤0.01% 1929
2017
Q4 		$10.8M Buy
1,244,119
+21,214
+2% +$172K ﹤0.01% 2059
2017
Q3 		$9.4M Sell
1,222,905
-13,303
-1% -$101K ﹤0.01% 2038
2017
Q2 		$9.72M Sell
1,236,208
-3,223,607
-72% -$24M ﹤0.01% 1993
2017
Q1 		$32.3M Sell
4,459,815
-2,420,512
-35% -$18.8M 0.01% 1165
2016
Q4 		$52.6M Buy
6,880,327
+1,018,943
+17% +$7.4M 0.01% 865
2016
Q3 		$39.6M Buy
5,861,384
+3,961,687
+209% +$25.7M 0.01% 947
2016
Q2 		$10.9M Sell
1,899,697
-185,949
-9% -$1.14M ﹤0.01% 1776
2016
Q1 		$12.5M Buy
2,085,646
+26,165
+1% +$163K ﹤0.01% 1643
2015
Q4 		$15.6M Buy
2,059,481
+119,324
+6% +$939K ﹤0.01% 1512
2015
Q3 		$14.8M Buy
1,940,157
+250,701
+15% +$2.11M ﹤0.01% 1470
2015
Q2 		$15M Sell
1,689,456
-1,039,928
-38% -$9.03M ﹤0.01% 1607
2015
Q1 		$21.1M Buy
2,729,384
+169,147
+7% +$1.26M ﹤0.01% 1402
2014
Q4 		$18.6M Buy
2,560,237
+303,199
+13% +$2.3M ﹤0.01% 1529
2014
Q3 		$18.5M Sell
2,257,038
-63,915
-3% -$524K ﹤0.01% 1493
2014
Q2 		$19.7M Sell
2,320,953
-108,904
-4% -$897K 0.01% 1363
2014
Q1 		$21M Buy
2,429,857
+285,589
+13% +$2.67M 0.01% 1285
2013
Q4 		$22.5M Buy
2,144,268
+214,431
+11% +$2.13M 0.01% 1250
2013
Q3 		$18.8M Buy
1,929,837
+39,335
+2% +$373K 0.01% 1367
2013
Q2 		$17.4M Buy
+1,890,502
New +$16.9M 0.01% 1337

Other funds holding SMFG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase's SMFG Position: Q1 2026 in Review

JP Morgan Chase increased its Sumitomo Mitsui Financial (SMFG) stake by 29% in Q1 2026, buying an estimated $4.35M and bringing the position to 918,315 shares worth $17.5M. The position accounts for ﹤0.01% of the portfolio, ranked #2191.

JP Morgan Chase first reported a position in SMFG in Q2 2013 and has held it in 52 quarters since. The position peaked at $52.6M in Q4 2016. 439 funds tracked by Wall St. Rank hold SMFG as of Q1 2026.

  • JP Morgan Chase held 918,315 shares of Sumitomo Mitsui Financial worth $17.5M as of Q1 2026.
  • JP Morgan Chase bought 207,250 Sumitomo Mitsui Financial shares in Q1 2026, an estimated $4.35M.
  • Sumitomo Mitsui Financial made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #2191 holding.
  • JP Morgan Chase first reported a position in Sumitomo Mitsui Financial in Q2 2013 and has held it in 52 quarters since.
  • JP Morgan Chase's Sumitomo Mitsui Financial position peaked at $52.6M in Q4 2016.
  • 439 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.