JP Morgan Private Wealth Advisors’s Sumitomo Mitsui Financial 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 (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 worth $532K as of Q3 2023.
- JP Morgan Private Wealth Advisors sold 33,459 Sumitomo Mitsui Financial shares in Q3 2023, an estimated $309K.
- Sumitomo Mitsui Financial 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 in Q1 2014 and has held it in 38 quarters since.
- JP Morgan Private Wealth Advisors's Sumitomo Mitsui Financial position peaked at $1.43M in Q1 2018.
- 272 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.