JP Morgan Private Wealth Advisors’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $532K | Sell |
54,008
-33,459
| -38% | -$309K | ﹤0.01% | 1224 |
|
|
2023
Q2 | $752K | Sell |
87,467
-14,380
| -14% | -$119K | ﹤0.01% | 870 |
|
|
2023
Q1 | $815K | Buy |
101,847
+21,401
| +27% | +$181K | ﹤0.01% | 1266 |
|
|
2022
Q4 | $645K | Sell |
80,446
-6,046
| -7% | -$38.5K | ﹤0.01% | 1351 |
|
|
2022
Q3 | $476K | Buy |
86,492
+16,973
| +24% | +$102K | ﹤0.01% | 1477 |
|
|
2022
Q2 | $410K | Buy |
69,519
+4,141
| +6% | +$25K | ﹤0.01% | 1523 |
|
|
2022
Q1 | $410K | Buy |
65,378
+26,751
| +69% | +$191K | ﹤0.01% | 1617 |
|
|
2021
Q4 | $262K | Sell |
38,627
-6,369
| -14% | -$43.1K | ﹤0.01% | 1802 |
|
|
2021
Q3 | $315K | Buy |
44,996
+7,737
| +21% | +$53.8K | ﹤0.01% | 1674 |
|
|
2021
Q2 | $257K | Buy |
37,259
+10,042
| +37% | +$72K | ﹤0.01% | 1728 |
|
|
2021
Q1 | $197K | Buy |
27,217
+6,615
| +32% | +$46.1K | ﹤0.01% | 1697 |
|
|
2020
Q4 | $127K | Sell |
20,602
-6,201
| -23% | -$36.4K | ﹤0.01% | 1672 |
|
|
2020
Q3 | $150K | Buy |
26,803
+1,977
| +8% | +$11.3K | ﹤0.01% | 1544 |
|
|
2020
Q2 | $140K | Sell |
24,826
-2,128
| -8% | -$11.5K | ﹤0.01% | 1496 |
|
|
2020
Q1 | $129K | Sell |
26,954
-14,504
| -35% | -$93.4K | ﹤0.01% | 1345 |
|
|
2019
Q4 | $307K | Buy |
41,458
+16,890
| +69% | +$122K | ﹤0.01% | 1228 |
|
|
2019
Q3 | $168K | Sell |
24,568
-84,159
| -77% | -$575K | ﹤0.01% | 1361 |
|
|
2019
Q2 | $768K | Sell |
108,727
-27,739
| -20% | -$196K | ﹤0.01% | 837 |
|
|
2019
Q1 | $959K | Buy |
136,466
+2,404
| +2% | +$17.2K | 0.01% | 812 |
|
|
2018
Q4 | $873K | Sell |
134,062
-13,336
| -9% | -$99.5K | 0.01% | 796 |
|
|
2018
Q3 | $1.18M | Sell |
147,398
-28,637
| -16% | -$226K | 0.01% | 776 |
|
|
2018
Q2 | $1.37M | Buy |
176,035
+7,810
| +5% | +$64.9K | 0.01% | 686 |
|
|
2018
Q1 | $1.43M | Buy |
168,225
+32,448
| +24% | +$290K | 0.01% | 563 |
|
|
2017
Q4 | $1.18M | Buy |
135,777
+7,329
| +6% | +$59.4K | 0.01% | 614 |
|
|
2017
Q3 | $990K | Buy |
128,448
+37,984
| +42% | +$289K | 0.01% | 638 |
|
|
2017
Q2 | $711K | Buy |
90,464
+39,937
| +79% | +$297K | 0.01% | 707 |
|
|
2017
Q1 | $366K | Buy |
50,527
+22,607
| +81% | +$176K | ﹤0.01% | 991 |
|
|
2016
Q4 | $212K | Buy |
27,920
+15,095
| +118% | +$110K | ﹤0.01% | 1139 |
|
|
2016
Q3 | $87K | Sell |
12,825
-2,771
| -18% | -$18K | ﹤0.01% | 1190 |
|
|
2016
Q2 | $89K | Buy |
+15,596
| New | +$95.3K | ﹤0.01% | 1212 |
|
|
2016
Q1 | – | Sell |
-59,883
| Closed | -$455K | – | 1294 |
|
|
2015
Q4 | $455K | Buy |
59,883
+10,712
| +22% | +$84.3K | ﹤0.01% | 726 |
|
|
2015
Q3 | $375K | Buy |
49,171
+4,831
| +11% | +$40.6K | ﹤0.01% | 715 |
|
|
2015
Q2 | $394K | Sell |
44,340
-6,227
| -12% | -$54.1K | ﹤0.01% | 758 |
|
|
2015
Q1 | $391K | Buy |
50,567
+9,665
| +24% | +$72.3K | ﹤0.01% | 797 |
|
|
2014
Q4 | $298K | Buy |
40,902
+172
| +0.4% | +$1.3K | ﹤0.01% | 879 |
|
|
2014
Q3 | $334K | Buy |
40,730
+3,028
| +8% | +$24.8K | ﹤0.01% | 814 |
|
|
2014
Q2 | $319K | Buy |
37,702
+15,438
| +69% | +$127K | 0.01% | 699 |
|
|
2014
Q1 | $192K | Buy |
+22,264
| New | +$208K | ﹤0.01% | 818 |
|
Other funds holding SMFG
CIM
JP Morgan Private Wealth Advisors's SMFG Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors reduced its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 38% in Q3 2023, selling an estimated $309K and leaving 54,008 shares worth $532K. The position accounts for ﹤0.01% of the portfolio, ranked #1224.
JP Morgan Private Wealth Advisors first reported a position in SMFG in Q1 2014 and has held it in 38 quarters since. The position peaked at $1.43M in Q1 2018. 272 funds tracked by Wall St. Rank hold SMFG as of Q3 2023.
- JP Morgan Private Wealth Advisors held 54,008 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $532K as of Q3 2023.
- JP Morgan Private Wealth Advisors sold 33,459 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q3 2023, an estimated $309K.
- Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1224 holding.
- JP Morgan Private Wealth Advisors first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q1 2014 and has held it in 38 quarters since.
- JP Morgan Private Wealth Advisors's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $1.43M in Q1 2018.
- 272 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.