JPMORGAN CHASE & CO · CUSIP 46625H100 · CIK 1475365
As of 2026-06-30, Sumitomo Mitsui Trust Group, Inc. reported 5.91M JPM (shares), valued at $1.93B, or 1.10% of its reported non-derivative portfolio. Filed 2026-07-30.
Verify history & sources →Shares decreased 3.32%; reported value increased 7.58%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 1.10% | 5,907,580 | SEC filing ↗Filed Jul 30, 2026Combination report |
| Q1 2026 | 1.16% | 6,110,549 | SEC filing ↗Filed Apr 30, 2026Combination report |
| Q4 2025 | 1.23% | 6,474,962 | SEC filing ↗Filed Jan 23, 2026Combination report |
| Q3 2025 | 1.24% | 6,809,417 | SEC filing ↗Filed Oct 27, 2025Combination report |
| Q2 2025 | 1.22% | 6,777,996 | SEC filing ↗Filed Jul 31, 2025Combination report |
| Q1 2025 | 1.17% | 6,721,963 | SEC filing ↗Filed Apr 25, 2025Combination report |
| Q4 2024 | 1.10% | 6,798,411 | SEC filing ↗Filed Jan 28, 2025Combination report |
| Q3 2024 | 1.03% | 7,017,646 | SEC filing ↗Filed Nov 5, 2024Combination report |
| Q2 2024 | 1.01% | 6,756,283 | SEC filing ↗Filed Jul 19, 2024Combination report |
| Q1 2024 | 1.00% | 7,251,851 | SEC filing ↗Filed Apr 19, 2024Combination report |
| Q4 2023 | 0.94% | 7,506,096 | SEC filing ↗Filed Jan 30, 2024Combination report |
| Q3 2023 | 0.92% | 7,687,529 | SEC filing ↗Filed Oct 30, 2023Combination report |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 0.92% | 7,687,529 | $1.11B | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 30, 2023 |
| Q4 2023 | 0.94% | 7,506,096 | $1.28B | Shares decreased 2.36%; reported value increased 14.53%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 30, 2024 |
| Q1 2024 | 1.00% | 7,251,851 | $1.45B | Shares decreased 3.39%; reported value increased 13.77%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 19, 2024 |
| Q2 2024 | 1.01% | 6,756,283 | $1.37B | Shares decreased 6.83%; reported value decreased 5.92%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 19, 2024 |
| Q3 2024 | 1.03% | 7,017,646 | $1.48B | Shares increased 3.87%; reported value increased 8.28%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 5, 2024 |
| Q4 2024 | 1.10% | 6,798,411 | $1.63B | Shares decreased 3.12%; reported value increased 10.13%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 28, 2025 |
| Q1 2025 | 1.17% | 6,721,963 | $1.65B | Shares decreased 1.12%; reported value increased 1.18%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 25, 2025 |
| Q2 2025 | 1.22% | 6,777,996 | $1.97B | Shares increased 0.83%; reported value increased 19.17%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 31, 2025 |
| Q3 2025 | 1.24% | 6,809,417 | $2.15B | Shares increased 0.46%; reported value increased 9.31%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 27, 2025 |
| Q4 2025 | 1.23% | 6,474,962 | $2.09B | Shares decreased 4.91%; reported value decreased 2.86%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 23, 2026 |
| Q1 2026 | 1.16% | 6,110,549 | $1.80B | Shares decreased 5.63%; reported value decreased 13.85%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 30, 2026 |
| Q2 2026 | 1.10% | 5,907,580 | $1.93B | Shares decreased 3.32%; reported value increased 7.58%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 30, 2026 |
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