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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 191 | +5 | 1.54B | $503.33B | +7 | −1 |
| Q1 2026 | 188 | -1 | 1.52B | $447.07B | +1 | −3 |
| Q4 2025 | 188 | +3 | 1.66B | $533.95B | +4 | — |
| Q3 2025 | 27 | -2 | 898.10M | $283.22B | — | −3 |
| Q2 2025 | 27 | -1 | 850.32M | $246.44B | — | −1 |
| Q1 2025 | 25 | +3 | 335.41M | $82.22B | +3 | — |
| Q4 2024 | 22 | -1 | 348.69M | $83.55B | — | −1 |
| Q3 2024 | 22 | +1 | 227.36M | $47.89B | +1 | — |
| Q2 2024 | 21 | — | 234.49M | $47.39B | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passief) | 127.29M | — | $30.51B | 1.2% | n/c | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passief) | 59.22M | +1.5% | $14.16B | 1.1% | ▲ Add | 3 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passief) | 59.22M | +1.5% | $14.16B | 1.1% | ▲ Add | 3 | SEC ↗ |
| 4 | Norges Bank ✦ (passief) | 34.67M | -3.2% | $8.31B | 1.1% | ▼ Trim | 3 | SEC ↗ |
| 5 | T. Rowe Price ✦ | 29.69M | -1.4% | $7.12B | 0.8% | ▼ Trim | 3 | SEC ↗ |
| 6 | T. Rowe Price ✦ | 29.69M | -1.4% | $7.12B | 0.8% | ▼ Trim | 3 | SEC ↗ |
| 7 | Wellington Management ✦ | 29.33M | -1.6% | $7.03B | 1.3% | ▼ Trim | 3 | SEC ↗ |
| 8 | Wellington Management ✦ | 29.33M | -1.6% | $7.03B | 1.3% | ▼ Trim | 3 | SEC ↗ |
| 9 | Wellington Management ✦ | 29.33M | -1.6% | $7.03B | 1.3% | ▼ Trim | 3 | SEC ↗ |
| 10 | Wellington Management ✦ | 29.33M | -1.6% | $7.03B | 1.3% | ▼ Trim | 3 | SEC ↗ |
| 11 | Wellington Management ✦ | 29.33M | -1.6% | $7.03B | 1.3% | ▼ Trim | 3 | SEC ↗ |
| 12 | Wellington Management ✦ | 29.33M | -1.6% | $7.03B | 1.3% | ▼ Trim | 3 | SEC ↗ |
| 13 | Wellington Management ✦ | 29.33M | -1.6% | $7.03B | 1.3% | ▼ Trim | 3 | SEC ↗ |
| 14 | Wellington Management ✦ | 29.33M | -1.6% | $7.03B | 1.3% | ▼ Trim | 3 | SEC ↗ |
| 15 | Capital World Investors ✦ | 28.87M | -16.0% | $6.92B | 1.1% | ▼ Trim | 3 | SEC ↗ |
| 16 | Fisher Asset Management ✦ | 17.40M | +3.7% | $4.17B | 1.7% | ▲ Add | 3 | SEC ↗ |
| 17 | Viking Global Investors ✦ | 7.47M | +102.0% | $1.79B | 5.8% | ▲ Add | 3 | SEC ↗ |
| 18 | PRIMECAP Management ✦ | 5.32M | -5.8% | $1.28B | 1.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Adage Capital Partners ✦ | 2.61M | -4.3% | $626.43M | 1.1% | ▼ Trim | 3 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 2.18M | +360.4% | $523.55M | 0.5% | ▲ Add | 3 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 2.18M | +360.4% | $523.55M | 0.5% | ▲ Add | 3 | SEC ↗ |
| 22 | Millennium Management ✦ | 1.67M | +11541.5% | $401.51M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 23 | AQR Capital Management ✦ | 911.03K | +16.5% | $218.38M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 24 | AQR Capital Management ✦ | 911.03K | +16.5% | $218.38M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 25 | AQR Capital Management ✦ | 911.03K | +16.5% | $218.38M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 26 | AQR Capital Management ✦ | 911.03K | +16.5% | $218.38M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 27 | AQR Capital Management ✦ | 911.03K | +16.5% | $218.38M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 28 | D. E. Shaw & Co. ✦ | 694.77K | -35.5% | $166.54M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 29 | D. E. Shaw & Co. ✦ | 694.77K | -35.5% | $166.54M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 30 | Arrowstreet Capital ✦ | 496.09K | -92.4% | $118.92M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 31 | Dodge & Cox ✦ | 293.28K | -3.4% | $70.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Markel Group ✦ | 252.55K | 0.0% | $60.54M | 0.5% | Held | 3 | SEC ↗ |
| 33 | GAMCO Investors ✦ | 217.35K | -5.1% | $52.10M | 0.5% | ▼ Trim | 3 | SEC ↗ |
| 34 | Gotham Asset Management ✦ | 72.52K | +1.2% | $17.38M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 35 | Two Sigma Investments ✦ | 14.20K | 0.0% | $3.40M | 0.0% | Held | 3 | SEC ↗ |
| 36 | Harris Associates (Oakmark) ✦ | 4.84K | -2.7% | $1.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Renaissance Technologies ✦ | 2.01K | -99.2% | $479,776 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
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 verder het vaakst 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 · $903,518
Toekenningen, uitoefeningen en belastinginhoudingen worden hier nooit meegeteld als aankopen of verkopen. Methodologie
JPMorgan Chase is hiring Dan McDow from Citigroup to head its east coast technology investment banking business…
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