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
2016
Q2 		– Sell
-490,000
Closed -$2.94M – 4936
2016
Q1 		$2.94M Hold
490,000
– – ﹤0.01% 2506
2015
Q4 		$3.72M Hold
490,000
– – ﹤0.01% 2402
2015
Q3 		$3.74M Buy
+490,000
New +$4.12M ﹤0.01% 2401

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.