JPM
JPMorgan Chase & Co. · Financial Services · Banks - Diversified
Momentum-inputs (vergelijkbare managers):
breedte van houders -4.3% ·
aandelenstroom -1.7% ·
netto nieuwe posities -4.5%
· formule
Brede distributie: dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2024
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 4 | 0 | 5.47M | $1.77B | n/a | n/a |
| Q2 2026 | 189 | +5 | 1.53B | $499.89B | +7 | −3 |
| Q1 2026 | 188 | -1 | 1.52B | $447.07B | +1 | −3 |
| Q4 2025 | 188 | +3 | 1.66B | $533.95B | +4 | n/a |
| Q3 2025 | 27 | -2 | 898.10M | $283.22B | n/a | −3 |
| Q2 2025 | 27 | -1 | 850.32M | $246.44B | n/a | −1 |
| Q1 2025 | 25 | +3 | 335.41M | $82.22B | +3 | n/a |
| Q4 2024 | 22 | -1 | 348.69M | $83.55B | n/a | −1 |
| Q3 2024 | 22 | +1 | 227.36M | $47.89B | +1 | n/a |
| Q2 2024 | 21 | n/a | 234.49M | $47.39B | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passief) | 127.29M | n/a | $30.51B | 1.2% | n/c | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passief) | 59.22M | +1.5% | $14.16B | 1.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Norges Bank ✦ (passief) | 34.67M | -3.2% | $8.31B | 1.1% | ▼ Trim | 3 | SEC ↗ |
| 4 | T. Rowe Price ✦ | 29.69M | -1.4% | $7.12B | 0.8% | ▼ Trim | 3 | SEC ↗ ×2 |
| 5 | Wellington Management ✦ | 29.33M | -1.6% | $7.03B | 1.3% | ▼ Trim | 3 | SEC ↗ ×8 |
| 6 | Capital World Investors ✦ | 28.87M | -16.0% | $6.92B | 1.1% | ▼ Trim | 3 | SEC ↗ |
| 7 | Fisher Asset Management ✦ | 17.40M | +3.7% | $4.17B | 1.7% | ▲ Add | 3 | SEC ↗ |
| 8 | Viking Global Investors ✦ | 7.47M | +102.0% | $1.79B | 5.8% | ▲ Add | 3 | SEC ↗ |
| 9 | PRIMECAP Management ✦ | 5.32M | -5.8% | $1.28B | 1.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Adage Capital Partners ✦ | 2.61M | -4.3% | $626.43M | 1.1% | ▼ Trim | 3 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 2.18M | +360.4% | $523.55M | 0.5% | ▲ Add | 3 | SEC ↗ ×2 |
| 12 | Millennium Management ✦ | 1.67M | +11541.5% | $401.51M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 13 | AQR Capital Management ✦ | 911.03K | +16.5% | $218.38M | 0.3% | ▲ Add | 3 | SEC ↗ ×5 |
| 14 | D. E. Shaw & Co. ✦ | 694.77K | -35.5% | $166.54M | 0.2% | ▼ Trim | 3 | SEC ↗ ×2 |
| 15 | Arrowstreet Capital ✦ | 496.09K | -92.4% | $118.92M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 16 | Dodge & Cox ✦ | 293.28K | -3.4% | $70.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Markel Group ✦ | 252.55K | 0.0% | $60.54M | 0.5% | Held | 3 | SEC ↗ |
| 18 | GAMCO Investors ✦ | 217.35K | -5.1% | $52.10M | 0.5% | ▼ Trim | 3 | SEC ↗ |
| 19 | Gotham Asset Management ✦ | 72.52K | +1.2% | $17.38M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 20 | Two Sigma Investments ✦ | 14.20K | 0.0% | $3.40M | 0.0% | Held | 3 | SEC ↗ |
| 21 | Harris Associates (Oakmark) ✦ | 4.84K | -2.7% | $1.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Renaissance Technologies ✦ | 2.01K | -99.2% | $479,776 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Soros Fund Management | $11.51M | was 0.3% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 2 houders, 1.85K aandelen, $36,037 gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.
Open-market aankopen (P)
Geen open-market insider-aankopen in ons dekkingsvenster.
Open-market verkopen (S)
Officer · 2.50K aand · $882,026
Officer · 2.50K aand · $903,518
Toekenningen, uitoefeningen en belastinginhoudingen worden hier nooit meegeteld als aankopen of verkopen. Methodologie