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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Sumitomo Mitsui Financial Group's JPM Position: Q2 2026 in Review

Sumitomo Mitsui Financial Group increased its JPMorgan Chase (JPM) stake by 1.9% in Q2 2026, buying an estimated $845K and bringing the position to 145,973 shares worth $47.8M. The position accounts for 0.91% of the portfolio, ranked #22.

Sumitomo Mitsui Financial Group first reported a position in JPM in Q4 2016 and has held it in 39 quarters since. 5,143 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Sumitomo Mitsui Financial Group held 145,973 shares of JPMorgan Chase worth $47.8M as of Q2 2026.
Sumitomo Mitsui Financial Group bought 2,720 JPMorgan Chase shares in Q2 2026, an estimated $845K.
JPMorgan Chase made up 0.91% of Sumitomo Mitsui Financial Group's portfolio in Q2 2026, its #22 holding.
Sumitomo Mitsui Financial Group first reported a position in JPMorgan Chase in Q4 2016 and has held it in 39 quarters since.
5,143 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.