SMFG
Sumitomo Mitsui Financial Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.5M | Buy |
126,034
+1,935
| +2% | +$561K | 0.6% | 24 |
|
|
2025
Q1 | $30.4M | Buy |
124,099
+21,869
| +21% | +$5.36M | 0.56% | 24 |
|
|
2024
Q4 | $24.5M | Buy |
102,230
+7,299
| +8% | +$1.75M | 0.33% | 31 |
|
|
2024
Q3 | $20M | Buy |
94,931
+5,545
| +6% | +$1.17M | 0.45% | 29 |
|
|
2024
Q2 | $18.1M | Buy |
89,386
+6,636
| +8% | +$1.34M | 0.56% | 26 |
|
|
2024
Q1 | $16.6M | Buy |
82,750
+1,253
| +2% | +$251K | 0.51% | 27 |
|
|
2023
Q4 | $13.9M | Buy |
81,497
+5,541
| +7% | +$943K | 0.44% | 32 |
|
|
2023
Q3 | $11M | Buy |
75,956
+3,742
| +5% | +$543K | 0.35% | 33 |
|
|
2023
Q2 | $10.5M | Buy |
72,214
+2,068
| +3% | +$301K | 0.33% | 35 |
|
|
2023
Q1 | $9.14M | Buy |
70,146
+1,927
| +3% | +$251K | 0.29% | 36 |
|
|
2022
Q4 | $9.15M | Sell |
68,219
-1,325
| -2% | -$178K | 0.35% | 43 |
|
|
2022
Q3 | $7.27M | Sell |
69,544
-1,515
| -2% | -$158K | 0.31% | 45 |
|
|
2022
Q2 | $8M | Sell |
71,059
-2,061
| -3% | -$232K | 0.22% | 54 |
|
|
2022
Q1 | $9.97M | Buy |
73,120
+3,840
| +6% | +$523K | 0.29% | 49 |
|
|
2021
Q4 | $11M | Buy |
69,280
+8,830
| +15% | +$1.4M | 0.32% | 43 |
|
|
2021
Q3 | $9.9M | Buy |
60,450
+2,008
| +3% | +$329K | 0.23% | 46 |
|
|
2021
Q2 | $9.09M | Buy |
58,442
+9,060
| +18% | +$1.41M | 0.2% | 45 |
|
|
2021
Q1 | $7.52M | Buy |
49,382
+8,325
| +20% | +$1.27M | 0.18% | 42 |
|
|
2020
Q4 | $5.22M | Buy |
41,057
+4,385
| +12% | +$557K | 0.13% | 47 |
|
|
2020
Q3 | $3.53M | Buy |
36,672
+4,488
| +14% | +$432K | 0.12% | 51 |
|
|
2020
Q2 | $3.03M | Sell |
32,184
-7,227
| -18% | -$680K | 0.1% | 43 |
|
|
2020
Q1 | $3.55M | Buy |
39,411
+7,540
| +24% | +$679K | 0.17% | 33 |
|
|
2019
Q4 | $4.44M | Sell |
31,871
-471
| -1% | -$65.7K | 0.35% | 22 |
|
|
2019
Q3 | $3.81M | Buy |
32,342
+1,920
| +6% | +$226K | 0.32% | 23 |
|
|
2019
Q2 | $3.4M | Sell |
30,422
-1,745
| -5% | -$195K | 0.27% | 28 |
|
|
2019
Q1 | $3.26M | Sell |
32,167
-3,732
| -10% | -$378K | 0.29% | 27 |
|
|
2018
Q4 | $3.48M | Sell |
35,899
-1,171
| -3% | -$113K | 0.22% | 29 |
|
|
2018
Q3 | $4.18M | Sell |
37,070
-2,627
| -7% | -$296K | 0.34% | 23 |
|
|
2018
Q2 | $4.14M | Buy |
39,697
+4,571
| +13% | +$476K | 0.42% | 18 |
|
|
2018
Q1 | $3.86M | Buy |
35,126
+3,774
| +12% | +$415K | 0.36% | 20 |
|
|
2017
Q4 | $3.35M | Buy |
31,352
+823
| +3% | +$88K | 0.44% | 17 |
|
|
2017
Q3 | $2.92M | Sell |
30,529
-1,376
| -4% | -$131K | 0.35% | 23 |
|
|
2017
Q2 | $2.92M | Sell |
31,905
-377
| -1% | -$34.5K | 0.59% | 18 |
|
|
2017
Q1 | $2.84M | Sell |
32,282
-3,690
| -10% | -$324K | 0.53% | 12 |
|
|
2016
Q4 | $3.1M | Buy |
+35,972
| New | +$3.1M | 0.72% | 9 |
|