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Sumitomo Mitsui Financial Group’s JPMorgan Chase JPM Stock Holding History

Sumitomo Mitsui Financial Group’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-5,500
Closed -$13.1K – 190
2025
Q3 		$13.1K Buy
+5,500
New +$1.64M ﹤0.01% 164
2025
Q2 		– Sell
-7,000
Closed -$110K – 241
2025
Q1 		$110K Sell
7,000
-14,000
-67% -$3.57M ﹤0.01% 131
2024
Q4 		$124K Buy
+21,000
New +$4.89M ﹤0.01% 122

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sumitomo Mitsui Financial Group's JPM Position: Q1 2026 in Review

Sumitomo Mitsui Financial Group increased its JPMorgan Chase (JPM) stake by 8.4% in Q1 2026, buying an estimated $3.37M and bringing the position to 143,253 shares worth $42.1M. The position accounts for 0.85% of the portfolio, ranked #25.

Sumitomo Mitsui Financial Group first reported a position in JPM in Q4 2016 and has held it in 38 quarters since. The position peaked at $42.6M in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Sumitomo Mitsui Financial Group held 143,253 shares of JPMorgan Chase worth $42.1M as of Q1 2026.
  • Sumitomo Mitsui Financial Group bought 11,098 JPMorgan Chase shares in Q1 2026, an estimated $3.37M.
  • JPMorgan Chase made up 0.85% of Sumitomo Mitsui Financial Group's portfolio in Q1 2026, its #25 holding.
  • Sumitomo Mitsui Financial Group first reported a position in JPMorgan Chase in Q4 2016 and has held it in 38 quarters since.
  • Sumitomo Mitsui Financial Group's JPMorgan Chase position peaked at $42.6M in Q4 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q1 2026, filed 14 May 2026.