JPM
JPMorgan Chase & Co. · Financial Services · Banks - Diversified
Señales de momentum (gestores comparables):
amplitud de titulares +13.6% ·
flujo de acciones -3.8% ·
nuevas posiciones netas +12.0%
— fórmula
Fragmentación de la titularidad — más titulares, participación agregada menor
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (pasivo) | 127.52M | +0.2% | $31.28B | 1.3% | ▲ Add | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (pasivo) | 60.83M | +2.7% | $14.87B | 1.2% | ▲ Add | 4 | SEC ↗ |
| 3 | Geode Capital Management ✦ (pasivo) | 60.83M | +2.7% | $14.87B | 1.2% | ▲ Add | 4 | SEC ↗ |
| 4 | Norges Bank ✦ (pasivo) | 34.92M | +0.7% | $8.57B | 1.2% | ▲ Add | 4 | SEC ↗ |
| 5 | T. Rowe Price ✦ | 28.91M | -2.6% | $7.09B | 0.9% | ▼ Trim | 4 | SEC ↗ |
| 6 | T. Rowe Price ✦ | 28.91M | -2.6% | $7.09B | 0.9% | ▼ Trim | 4 | SEC ↗ |
| 7 | Capital World Investors ✦ | 25.18M | -12.8% | $6.18B | 1.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | Wellington Management ✦ | 23.87M | -18.6% | $5.85B | 1.1% | ▼ Trim | 4 | SEC ↗ |
| 9 | Wellington Management ✦ | 23.87M | -18.6% | $5.85B | 1.1% | ▼ Trim | 4 | SEC ↗ |
| 10 | Wellington Management ✦ | 23.87M | -18.6% | $5.85B | 1.1% | ▼ Trim | 4 | SEC ↗ |
| 11 | Wellington Management ✦ | 23.87M | -18.6% | $5.85B | 1.1% | ▼ Trim | 4 | SEC ↗ |
| 12 | Wellington Management ✦ | 23.87M | -18.6% | $5.85B | 1.1% | ▼ Trim | 4 | SEC ↗ |
| 13 | Wellington Management ✦ | 23.87M | -18.6% | $5.85B | 1.1% | ▼ Trim | 4 | SEC ↗ |
| 14 | Wellington Management ✦ | 23.87M | -18.6% | $5.85B | 1.1% | ▼ Trim | 4 | SEC ↗ |
| 15 | Wellington Management ✦ | 23.87M | -18.6% | $5.85B | 1.1% | ▼ Trim | 4 | SEC ↗ |
| 16 | Wellington Management ✦ | 23.87M | -18.6% | $5.85B | 1.1% | ▼ Trim | 4 | SEC ↗ |
| 17 | Fisher Asset Management ✦ | 18.37M | +5.6% | $4.51B | 2.0% | ▲ Add | 4 | SEC ↗ |
| 18 | PRIMECAP Management ✦ | 5.05M | -5.1% | $1.24B | 1.0% | ▼ Trim | 4 | SEC ↗ |
| 19 | Adage Capital Partners ✦ | 2.52M | -3.6% | $618.12M | 1.1% | ▼ Trim | 4 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 2.25M | +3.2% | $553.11M | 0.5% | ▲ Add | 4 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 2.25M | +3.2% | $553.11M | 0.5% | ▲ Add | 4 | SEC ↗ |
| 22 | Viking Global Investors ✦ | 2.17M | -70.9% | $532.71M | 1.7% | ▼ Trim | 4 | SEC ↗ |
| 23 | AQR Capital Management ✦ | 1.43M | +56.9% | $342.26M | 0.4% | ▲ Add | 4 | SEC ↗ |
| 24 | AQR Capital Management ✦ | 1.43M | +56.9% | $342.26M | 0.4% | ▲ Add | 4 | SEC ↗ |
| 25 | AQR Capital Management ✦ | 1.43M | +56.9% | $342.26M | 0.4% | ▲ Add | 4 | SEC ↗ |
| 26 | AQR Capital Management ✦ | 1.43M | +56.9% | $342.26M | 0.4% | ▲ Add | 4 | SEC ↗ |
| 27 | AQR Capital Management ✦ | 1.43M | +56.9% | $342.26M | 0.4% | ▲ Add | 4 | SEC ↗ |
| 28 | AQR Capital Management ✦ | 1.43M | +56.9% | $342.26M | 0.4% | ▲ Add | 4 | SEC ↗ |
| 29 | D. E. Shaw & Co. ✦ | 810.12K | +16.6% | $198.72M | 0.3% | ▲ Add | 4 | SEC ↗ |
| 30 | D. E. Shaw & Co. ✦ | 810.12K | +16.6% | $198.72M | 0.3% | ▲ Add | 4 | SEC ↗ |
| 31 | Millennium Management ✦ | 369.80K | -77.9% | $90.71M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 32 | Dodge & Cox ✦ | 277.02K | -5.5% | $67.95M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 33 | Markel Group ✦ | 252.55K | 0.0% | $61.95M | 0.6% | Held | 4 | SEC ↗ |
| 34 | Soros Fund Management ✦ | 230.96K | Nuevo | $56.66M | 1.4% | New | 1 | SEC ↗ |
| 35 | GAMCO Investors ✦ | 206.74K | -4.9% | $50.71M | 0.6% | ▼ Trim | 4 | SEC ↗ |
| 36 | Bridgewater Associates ✦ | 82.47K | Nuevo | $20.23M | 0.1% | New | 1 | SEC ↗ |
| 37 | Gotham Asset Management ✦ | 80.76K | +11.4% | $19.81M | 0.2% | ▲ Add | 4 | SEC ↗ |
| 38 | Arrowstreet Capital ✦ | 25.37K | -94.9% | $6.22M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 39 | Renaissance Technologies ✦ | 25.16K | +1153.0% | $6.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Marshall Wace ✦ | 17.70K | Nuevo | $4.34M | 0.0% | New | 1 | SEC ↗ |
| 41 | Marshall Wace ✦ | 17.70K | Nuevo | $4.34M | 0.0% | New | 1 | SEC ↗ |
| 42 | Two Sigma Investments ✦ | 14.29K | +0.7% | $3.51M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 43 | Harris Associates (Oakmark) ✦ | 4.89K | +1.0% | $1.20M | 0.0% | ▲ Add | 4 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Soros Fund Management | $56.66M | 1.4% |
| Bridgewater Associates | $20.23M | 0.1% |
| Marshall Wace | $4.34M | 0.0% |
| Marshall Wace | $4.34M | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 2 tenedores, 1.85K acciones, $36,037 declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Officer · 2.50K acc. · $903,518
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología
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