Sumitomo Life Insurance’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $30.5M | Buy |
103,662
+8,058
| +8% | +$2.45M | 0.72% | 17 |
|
|
2025
Q4 | $30.8M | Buy |
95,604
+3,084
| +3% | +$955K | 0.84% | 21 |
|
|
2025
Q3 | $29.2M | Sell |
92,520
-9,752
| -10% | -$2.9M | 0.91% | 20 |
|
|
2025
Q2 | $29.6M | Sell |
102,272
-2,988
| -3% | -$763K | 2.01% | 11 |
|
|
2025
Q1 | $25.8M | Buy |
105,260
+873
| +0.8% | +$223K | 0.92% | 15 |
|
|
2024
Q4 | $25M | Sell |
104,387
-4,032
| -4% | -$939K | 0.47% | 20 |
|
|
2024
Q3 | $22.9M | Buy |
108,419
+36,860
| +52% | +$7.76M | 0.45% | 15 |
|
|
2024
Q2 | $14.3M | Buy |
71,559
+19,302
| +37% | +$3.77M | 0.33% | 24 |
|
|
2024
Q1 | $10.5M | Sell |
52,257
-1,683
| -3% | -$304K | 0.27% | 31 |
|
|
2023
Q4 | $9.18M | Sell |
53,940
-764
| -1% | -$116K | 0.29% | 26 |
|
|
2023
Q3 | $7.93M | Buy |
54,704
+265
| +0.5% | +$39.7K | 0.22% | 24 |
|
|
2023
Q2 | $7.92M | Sell |
54,439
-3,576
| -6% | -$492K | 0.35% | 23 |
|
|
2023
Q1 | $7.56M | Sell |
58,015
-866
| -1% | -$119K | 0.64% | 17 |
|
|
2022
Q4 | $7.9M | Sell |
58,881
-560
| -0.9% | -$71K | 0.58% | 14 |
|
|
2022
Q3 | $6.21M | Sell |
59,441
-4,795
| -7% | -$550K | 0.26% | 19 |
|
|
2022
Q2 | $7.23M | Buy |
64,236
+1,207
| +2% | +$150K | 0.2% | 18 |
|
|
2022
Q1 | $8.59M | Buy |
63,029
+11,460
| +22% | +$1.69M | 0.21% | 17 |
|
|
2021
Q4 | $8.17M | Sell |
51,569
-1,487
| -3% | -$244K | 0.19% | 19 |
|
|
2021
Q3 | $8.69M | Sell |
53,056
-2,113
| -4% | -$331K | 0.23% | 15 |
|
|
2021
Q2 | $8.58M | Sell |
55,169
-9,437
| -15% | -$1.48M | 0.27% | 17 |
|
|
2021
Q1 | $9.84M | Buy |
64,606
+1,883
| +3% | +$271K | 0.4% | 14 |
|
|
2020
Q4 | $7.97M | Sell |
62,723
-5,364
| -8% | -$600K | 0.34% | 24 |
|
|
2020
Q3 | $6.55M | Sell |
68,087
-5,698
| -8% | -$560K | 0.31% | 26 |
|
|
2020
Q2 | $6.94M | Sell |
73,785
-17,821
| -19% | -$1.69M | 0.37% | 18 |
|
|
2020
Q1 | $8.25M | Buy |
91,606
+1,511
| +2% | +$184K | 0.59% | 12 |
|
|
2019
Q4 | $12.6M | Buy |
90,095
+5,075
| +6% | +$651K | 1.42% | 7 |
|
|
2019
Q3 | $10M | Sell |
85,020
-10,862
| -11% | -$1.23M | 1.3% | 7 |
|
|
2019
Q2 | $10.7M | Buy |
95,882
+3,847
| +4% | +$424K | 1.27% | 9 |
|
|
2019
Q1 | $9.32M | Sell |
92,035
-10,389
| -10% | -$1.07M | 1.25% | 10 |
|
|
2018
Q4 | $10M | Buy |
102,424
+2,433
| +2% | +$259K | 1.39% | 7 |
|
|
2018
Q3 | $11.3M | Sell |
99,991
-34,408
| -26% | -$3.91M | 1.36% | 9 |
|
|
2018
Q2 | $14M | Buy |
134,399
+6,207
| +5% | +$681K | 1.72% | 6 |
|
|
2018
Q1 | $14.1M | Sell |
128,192
-5,687
| -4% | -$644K | 1.86% | 4 |
|
|
2017
Q4 | $14.3M | Sell |
133,879
-9,412
| -7% | -$953K | 1.8% | 6 |
|
|
2017
Q3 | $13.7M | Sell |
143,291
-2,962
| -2% | -$273K | 1.74% | 6 |
|
|
2017
Q2 | $13.4M | Buy |
146,253
+12,434
| +9% | +$1.07M | 1.74% | 6 |
|
|
2017
Q1 | $11.8M | Sell |
133,819
-6,735
| -5% | -$594K | 1.66% | 5 |
|
|
2016
Q4 | $12.1M | Buy |
140,554
+9,318
| +7% | +$711K | 1.73% | 4 |
|
|
2016
Q3 | $8.74M | Sell |
131,236
-14,205
| -10% | -$926K | 1.3% | 10 |
|
|
2016
Q2 | $9.04M | Sell |
145,441
-8,506
| -6% | -$531K | 1.24% | 9 |
|
|
2016
Q1 | $9.12M | Sell |
153,947
-4,340
| -3% | -$253K | 1.19% | 12 |
|
|
2015
Q4 | $10.5M | Sell |
158,287
-673
| -0.4% | -$43.8K | 1.32% | 9 |
|
|
2015
Q3 | $9.69M | Sell |
158,960
-295
| -0.2% | -$19.3K | 1.29% | 7 |
|
|
2015
Q2 | $10.8M | Sell |
159,255
-14,891
| -9% | -$972K | 1.31% | 7 |
|
|
2015
Q1 | $10.6M | Sell |
174,146
-18,428
| -10% | -$1.09M | 1.16% | 8 |
|
|
2014
Q4 | $12.1M | Sell |
192,574
-10,858
| -5% | -$653K | 1.2% | 9 |
|
|
2014
Q3 | $12.3M | Buy |
203,432
+3,200
| +2% | +$187K | 1.2% | 9 |
|
|
2014
Q2 | $11.5M | Sell |
200,232
-8,188
| -4% | -$460K | 1.1% | 11 |
|
|
2014
Q1 | $12.7M | Sell |
208,420
-17,598
| -8% | -$1.02M | 1.23% | 10 |
|
|
2013
Q4 | $13.2M | Sell |
226,018
-12,525
| -5% | -$686K | 1.19% | 12 |
|
|
2013
Q3 | $12.3M | Sell |
238,543
-8,707
| -4% | -$467K | 1.15% | 13 |
|
|
2013
Q2 | $13.1M | Buy |
+247,250
| New | +$12.6M | 1.25% | 13 |
|
Other funds holding JPM
VCM
VPM
Sumitomo Life Insurance's JPM Position: Q1 2026 in Review
Sumitomo Life Insurance increased its JPMorgan Chase (JPM) stake by 8.4% in Q1 2026, buying an estimated $2.45M and bringing the position to 103,662 shares worth $30.5M. The position accounts for 0.72% of the portfolio, ranked #17.
Sumitomo Life Insurance first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $30.8M in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Sumitomo Life Insurance held 103,662 shares of JPMorgan Chase worth $30.5M as of Q1 2026.
- Sumitomo Life Insurance bought 8,058 JPMorgan Chase shares in Q1 2026, an estimated $2.45M.
- JPMorgan Chase made up 0.72% of Sumitomo Life Insurance's portfolio in Q1 2026, its #17 holding.
- Sumitomo Life Insurance first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
- Sumitomo Life Insurance's JPMorgan Chase position peaked at $30.8M in Q4 2025.
- 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Sumitomo Life Insurance's 13F filing for Q1 2026, filed 12 May 2026.