JPM
JPMorgan Chase & Co. · Financial Services · Banks - Diversified
Señales de momentum (gestores comparables):
amplitud de titulares -6.9% ·
flujo de acciones -1.5% ·
nuevas posiciones netas -11.1%
· fórmula
Distribución amplia: acciones en descenso y menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q3 2026 | 4 | 0 | 5.47M | $1.77B | n/a | n/a |
| Q2 2026 | 191 | +5 | 1.54B | $503.35B | +7 | −1 |
| 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 |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (pasivo) | 265.89M | -2.2% | $83.87B | 1.3% | ▼ Trim | 2 | SEC ↗ ×7 |
| 2 | BlackRock ✦ (pasivo) | 209.19M | +1.6% | $65.99B | 1.2% | ▲ Add | 2 | SEC ↗ ×23 |
| 3 | State Street Global Advisors ✦ (pasivo) | 125.20M | -0.1% | $39.49B | 1.4% | ▼ Trim | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 65.45M | n/a | $20.64B | 1.3% | n/c | 1 | SEC ↗ ×23 |
| 5 | Geode Capital Management ✦ (pasivo) | 61.28M | +0.2% | $19.26B | 1.2% | ▲ Add | 6 | SEC ↗ ×2 |
| 6 | Fidelity (FMR) ✦ | 38.74M | -7.9% | $12.22B | 0.6% | ▼ Trim | 2 | SEC ↗ ×6 |
| 7 | T. Rowe Price ✦ | 29.02M | +1.0% | $9.15B | 1.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 8 | Capital World Investors ✦ | 24.10M | -0.7% | $7.60B | 1.0% | ▼ Trim | 6 | SEC ↗ |
| 9 | Goldman Sachs Group ✦ | 22.17M | n/a | $6.99B | 1.0% | n/c | 1 | SEC ↗ ×6 |
| 10 | Fisher Asset Management ✦ | 15.72M | +2.3% | $4.96B | 1.8% | ▲ Add | 6 | SEC ↗ |
| 11 | Wellington Management ✦ | 13.82M | -32.7% | $4.36B | 0.8% | ▼ Trim | 6 | SEC ↗ ×8 |
| 12 | JPMorgan Chase ✦ | 9.70M | n/a | $3.06B | 0.1% | n/c | 1 | SEC ↗ ×26 |
| 13 | Viking Global Investors ✦ | 5.06M | +25.2% | $1.60B | 4.1% | ▲ Add | 6 | SEC ↗ |
| 14 | PRIMECAP Management ✦ | 3.84M | -23.9% | $1.21B | 0.9% | ▼ Trim | 6 | SEC ↗ |
| 15 | Adage Capital Partners ✦ | 2.44M | -2.3% | $769.17M | 1.2% | ▼ Trim | 6 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 1.72M | +29.6% | $543.67M | 0.3% | ▲ Add | 6 | SEC ↗ ×7 |
| 17 | Millennium Management ✦ | 1.39M | +5.6% | $439.87M | 0.4% | ▲ Add | 6 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 1.12M | -67.1% | $352.77M | 0.3% | ▼ Trim | 6 | SEC ↗ ×2 |
| 19 | Two Sigma Investments ✦ | 800.70K | +311.3% | $252.57M | 0.4% | ▲ Add | 6 | SEC ↗ |
| 20 | D. E. Shaw & Co. ✦ | 453.97K | -28.7% | $143.20M | 0.1% | ▼ Trim | 6 | SEC ↗ ×2 |
| 21 | Arrowstreet Capital ✦ | 284.75K | +15.3% | $89.82M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 22 | Markel Group ✦ | 252.55K | 0.0% | $79.66M | 0.6% | Held | 6 | SEC ↗ |
| 23 | Dodge & Cox ✦ | 194.66K | -27.3% | $61.40M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 24 | GAMCO Investors ✦ | 170.34K | -4.7% | $53.73M | 0.5% | ▼ Trim | 6 | SEC ↗ |
| 25 | Gotham Asset Management ✦ | 96.49K | +12.0% | $30.44M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 26 | Harris Associates (Oakmark) ✦ | 5.71K | -1.7% | $1.80M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 27 | Renaissance Technologies ✦ | 2.17K | +4.3% | $683,568 | 0.0% | ▲ Add | 5 | SEC ↗ |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Norges Bank | $10.30B | era 1.3% |
| Marshall Wace | $18.12M | era 0.0% |
| Bridgewater Associates | $14.87M | era 0.1% |
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 más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, 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. · $882,026
Officer · 2.50K acc. · $903,518
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología