J.P. Morgan Private Wealth Advisors LLC - SUMITOMO MITSUI FINL GROUP I ownership

SUMITOMO MITSUI FINL GROUP I's ticker is SMFG and the CUSIP is 86562M209. A total of 267 filers reported holding SUMITOMO MITSUI FINL GROUP I in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.3%.

Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of SUMITOMO MITSUI FINL GROUP I
ValueSharesWeighting
Q3 2023$531,979
-29.3%
54,008
-38.3%
0.00%
-50.0%
Q2 2023$752,216
-7.7%
87,467
-14.1%
0.00%
+100.0%
Q1 2023$814,776
+26.3%
101,847
+26.6%
0.00%
+100.0%
Q4 2022$645,177
+35.5%
80,446
-7.0%
0.00%0.0%
Q3 2022$476,000
+16.1%
86,492
+24.4%
0.00%0.0%
Q2 2022$410,0000.0%69,519
+6.3%
0.00%0.0%
Q1 2022$410,000
+56.5%
65,378
+69.3%
0.00%0.0%
Q4 2021$262,000
-16.8%
38,627
-14.2%
0.00%0.0%
Q3 2021$315,000
+22.6%
44,996
+20.8%
0.00%0.0%
Q2 2021$257,000
+30.5%
37,259
+36.9%
0.00%0.0%
Q1 2021$197,000
+55.1%
27,217
+32.1%
0.00%
Q4 2020$127,000
-15.3%
20,602
-23.1%
0.00%
-100.0%
Q3 2020$150,000
+7.1%
26,803
+8.0%
0.00%0.0%
Q2 2020$140,000
+8.5%
24,826
-7.9%
0.00%0.0%
Q1 2020$129,000
-58.0%
26,954
-35.0%
0.00%0.0%
Q4 2019$307,000
+82.7%
41,458
+68.7%
0.00%0.0%
Q3 2019$168,000
-78.1%
24,568
-77.4%
0.00%
-75.0%
Q2 2019$768,000
-19.9%
108,727
-20.3%
0.00%
-20.0%
Q1 2019$959,000
+9.9%
136,466
+1.8%
0.01%0.0%
Q4 2018$873,000
-26.3%
134,062
-9.0%
0.01%
-16.7%
Q3 2018$1,184,000
-13.5%
147,398
-16.3%
0.01%
-25.0%
Q2 2018$1,368,000
-4.3%
176,035
+4.6%
0.01%
-20.0%
Q1 2018$1,430,000
+21.2%
168,225
+23.9%
0.01%
+25.0%
Q4 2017$1,180,000
+19.2%
135,777
+5.7%
0.01%
+14.3%
Q3 2017$990,000
+39.2%
128,448
+42.0%
0.01%
+40.0%
Q2 2017$711,000
+94.3%
90,464
+79.0%
0.01%
+66.7%
Q1 2017$366,000
+72.6%
50,527
+81.0%
0.00%
+50.0%
Q4 2016$212,000
+143.7%
27,920
+117.7%
0.00%
+100.0%
Q3 2016$87,000
-2.2%
12,825
-17.8%
0.00%0.0%
Q2 2016$89,000
-80.4%
15,596
-74.0%
0.00%
-80.0%
Q4 2015$455,000
+21.3%
59,883
+21.8%
0.01%0.0%
Q3 2015$375,000
-4.8%
49,171
+10.9%
0.01%0.0%
Q2 2015$394,000
+0.8%
44,340
-12.3%
0.01%
+25.0%
Q1 2015$391,000
+31.2%
50,567
+23.6%
0.00%0.0%
Q4 2014$298,000
-10.8%
40,902
+0.4%
0.00%0.0%
Q3 2014$334,000
+4.7%
40,730
+8.0%
0.00%
-20.0%
Q2 2014$319,000
+66.1%
37,702
+69.3%
0.01%
+25.0%
Q1 2014$192,00022,2640.00%
Other shareholders
SUMITOMO MITSUI FINL GROUP I shareholders Q3 2023
NameSharesValueWeighting ↓
Cowen Investment Management LLC 10,465,600$64,573,00029.84%
Infini Master Fund 817,500$5,044,0004.07%
Infini Capital Management Ltd 817,500$5,044,0004.07%
COWEN AND COMPANY, LLC 6,401,605$39,498,0003.53%
WealthStone, Inc. 297,306$1,834,0000.65%
Gilman Hill Asset Management, LLC 320,586$1,978,0000.65%
LMR Partners LLP 4,909,488$30,315,0000.47%
ANDERSON HOAGLAND & CO 407,610$2,515,0000.40%
DC Investments Management, LLC 23,398$144,0000.36%
Te Ahumairangi Investment Management Ltd 345,990$2,135,0000.30%
View complete list of SUMITOMO MITSUI FINL GROUP I shareholders