Ficha del valor · trimestre archivado
JPM
JPMorgan Chase & Co. · Financial Services · Banks - Diversified
188Tenedores rastreados
-1Δ titulares
1.52BAcciones mantenidas
$447.07BValor declarado
+1Nuevas posiciones
−3Cierres
Señales de momentum (gestores comparables):
amplitud de titulares -0.5% ·
flujo de acciones -1.2% ·
nuevas posiciones netas -1.1%
· 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 Q1 2026
Participación a lo largo del tiempo
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| 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 |
Quién lo tiene en cartera · Q1 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 208.22M | -1.6% | $61.25B | 1.1% | ▼ Trim | 4 | SEC ↗ ×24 |
| 2 | Vanguard Capital Management Llc | 165.28M | n/a | $48.62B | 1.2% | n/c | 1 | SEC ↗ |
| 3 | State Street Global Advisors ✦ (pasivo) | 124.28M | -0.8% | $36.56B | 1.3% | ▼ Trim | 6 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 68.54M | +3.2% | $20.16B | 1.2% | ▲ Add | 3 | SEC ↗ ×22 |
| 5 | Bank Of America Corp /De/ | 65.66M | +15.8% | $19.31B | 1.4% | ▲ Add | 2 | SEC ↗ ×8 |
| 6 | Geode Capital Management ✦ (pasivo) | 62.55M | +2.1% | $18.34B | 1.1% | ▲ Add | 8 | SEC ↗ ×2 |
| 7 | Fidelity (FMR) ✦ | 31.43M | -11.9% | $9.25B | 0.5% | ▼ Trim | 4 | SEC ↗ ×6 |
| 8 | Northern Trust Corp | 31.22M | -1.4% | $9.18B | 1.2% | ▼ Trim | 2 | SEC ↗ ×12 |
| 9 | T. Rowe Price ✦ | 27.49M | -1.6% | $8.09B | 0.9% | ▼ Trim | 8 | SEC ↗ ×2 |
| 10 | Capital Research Global Investors | 27.41M | +25.0% | $8.06B | 1.3% | ▲ Add | 2 | SEC ↗ |
| 11 | Royal Bank Of Canada | 23.89M | -0.8% | $7.03B | 1.3% | ▼ Trim | 2 | SEC ↗ ×19 |
| 12 | Goldman Sachs Group ✦ | 23.45M | +7.7% | $6.90B | 0.9% | ▲ Add | 3 | SEC ↗ ×8 |
| 13 | Wells Fargo & Company/Mn | 23.00M | -0.4% | $6.77B | 1.4% | ▼ Trim | 2 | SEC ↗ ×6 |
| 14 | Bank of New York Mellon Corp | 21.10M | -9.9% | $6.21B | 1.1% | ▼ Trim | 2 | SEC ↗ ×29 |
| 15 | UBS Group AG | 19.11M | +1.1% | $5.62B | 1.0% | ▲ Add | 2 | SEC ↗ ×14 |
| 16 | Charles Schwab Investment… | 19.10M | +1.9% | $5.62B | 0.9% | ▲ Add | 2 | SEC ↗ ×3 |
| 17 | Dimensional Fund Advisors Lp | 18.97M | +3.3% | $5.58B | 1.2% | ▲ Add | 2 | SEC ↗ ×5 |
| 18 | Legal & General Group Plc | 18.85M | -0.9% | $5.54B | 1.3% | ▼ Trim | 2 | SEC ↗ ×3 |
| 19 | UBS AM, a distinct business unit of… | 18.70M | +14.0% | $5.50B | 1.1% | ▲ Add | 2 | SEC ↗ ×12 |
| 20 | Ameriprise Financial Inc | 17.10M | -11.6% | $5.03B | 1.2% | ▼ Trim | 2 | SEC ↗ ×8 |
| 21 | Fisher Asset Management ✦ | 17.02M | +6.2% | $5.01B | 1.7% | ▲ Add | 8 | SEC ↗ |
| 22 | Capital World Investors ✦ | 15.42M | -15.0% | $4.54B | 0.6% | ▼ Trim | 8 | SEC ↗ |
| 23 | Nuveen, LLC | 15.07M | +2.0% | $4.43B | 1.2% | ▲ Add | 2 | SEC ↗ ×3 |
| 24 | Franklin Resources Inc | 15.03M | +21.0% | $4.42B | 1.1% | ▲ Add | 2 | SEC ↗ ×15 |
| 25 | Massachusetts Financial Services Co… | 14.66M | -5.5% | $4.33B | 1.5% | ▼ Trim | 2 | SEC ↗ ×8 |
| 26 | Raymond James Financial Inc | 14.48M | +0.2% | $4.25B | 1.3% | ▲ Add | 2 | SEC ↗ ×7 |
| 27 | Capital International Investors | 12.61M | -52.7% | $3.70B | 0.9% | ▼ Trim | 2 | SEC ↗ |
| 28 | Barclays Plc | 12.41M | +27.3% | $3.65B | 1.3% | ▲ Add | 2 | SEC ↗ ×6 |
| 29 | Invesco Ltd. | 12.35M | -14.5% | $3.63B | 0.4% | ▼ Trim | 2 | SEC ↗ ×24 |
| 30 | Deutsche Bank Ag\ | 8.31M | -18.4% | $2.44B | 0.8% | ▼ Trim | 2 | SEC ↗ ×19 |
| 31 | Neuberger Berman Group LLC | 7.89M | -4.0% | $2.32B | 1.8% | ▼ Trim | 2 | SEC ↗ ×2 |
| 32 | DZ BANK AG Deutsche Zentral… | 7.56M | -17.2% | $2.23B | 2.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 33 | Envestnet Asset Management Inc | 7.19M | +6.1% | $2.12B | 0.6% | ▲ Add | 2 | SEC ↗ |
| 34 | Boston Partners | 7.05M | -2.5% | $2.08B | 2.2% | ▼ Trim | 2 | SEC ↗ ×4 |
| 35 | Bnp Paribas Financial Markets | 7.04M | -11.0% | $2.07B | 1.4% | ▼ Trim | 2 | SEC ↗ |
| 36 | Amundi | 6.97M | +3.2% | $2.05B | 0.6% | ▲ Add | 2 | SEC ↗ ×11 |
| 37 | Healthcare Of Ontario Pension Plan… | 6.94M | +31.5% | $2.04B | 3.4% | ▲ Add | 2 | SEC ↗ |
| 38 | Baird Financial Group, Inc. | 6.69M | +1.7% | $1.97B | 3.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 39 | Hsbc Holdings Plc | 6.68M | -55.9% | $1.96B | 1.2% | ▼ Trim | 2 | SEC ↗ ×20 |
| 40 | Pnc Financial Services Group, Inc. | 6.67M | -1.3% | $1.96B | 1.1% | ▼ Trim | 2 | SEC ↗ ×15 |
| 41 | Canada Pension Plan Investment Board | 6.52M | +17.1% | $1.92B | 1.2% | ▲ Add | 2 | SEC ↗ |
| 42 | Schroder Investment Management Group | 6.54M | n/a | $1.86B | 1.5% | n/c | 1 | SEC ↗ ×11 |
| 43 | California Public Employees… | 6.31M | -6.7% | $1.86B | 1.1% | ▼ Trim | 2 | SEC ↗ |
| 44 | Mitsubishi UFJ Asset Management… | 6.23M | +6.3% | $1.83B | 1.2% | ▲ Add | 2 | SEC ↗ |
| 45 | Sumitomo Mitsui Trust Group, Inc. | 6.11M | -5.6% | $1.80B | 1.2% | ▼ Trim | 2 | SEC ↗ |
| 46 | Alliancebernstein L.P. | 5.19M | -4.3% | $1.67B | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 47 | Bank Of Montreal /Can/ | 5.56M | -4.7% | $1.63B | 0.7% | ▼ Trim | 2 | SEC ↗ ×9 |
| 48 | National Pension Service | 5.51M | +1.9% | $1.62B | 1.2% | ▲ Add | 2 | SEC ↗ |
| 49 | LPL Financial LLC | 5.39M | -1.3% | $1.59B | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 50 | Principal Financial Group Inc | 4.96M | -3.4% | $1.46B | 0.8% | ▼ Trim | 2 | SEC ↗ ×4 |
| 51 | JPMorgan Chase ✦ | 5.06M | +2.7% | $1.44B | 0.1% | ▲ Add | 3 | SEC ↗ ×11 |
| 52 | Rhumbline Advisers | 4.61M | -2.0% | $1.36B | 1.2% | ▼ Trim | 2 | SEC ↗ |
| 53 | Swedbank AB | 4.61M | -2.5% | $1.36B | 1.4% | ▼ Trim | 2 | SEC ↗ ×3 |
| 54 | CIBC Bancorp USA Inc. | 4.38M | n/a | $1.29B | 1.7% | n/c | 1 | SEC ↗ ×3 |
| 55 | Td Asset Management Inc | 4.38M | -11.2% | $1.29B | 1.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 56 | Clearbridge Investments, LLC | 4.32M | -6.6% | $1.27B | 1.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 57 | Janus Henderson Group Plc | 4.18M | -0.4% | $1.23B | 0.6% | ▼ Trim | 2 | SEC ↗ ×4 |
| 58 | California State Teachers… | 4.13M | -3.0% | $1.22B | 1.3% | ▼ Trim | 2 | SEC ↗ |
| 59 | Sanders Capital, LLC | 3.90M | -9.5% | $1.15B | 1.4% | ▼ Trim | 2 | SEC ↗ |
| 60 | Stifel Financial Corp | 3.85M | -1.3% | $1.13B | 1.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 61 | Wellington Management ✦ | 3.83M | -63.2% | $1.13B | 0.2% | ▼ Trim | 8 | SEC ↗ ×7 |
| 62 | Citigroup Inc | 3.76M | +25.8% | $1.11B | 0.7% | ▲ Add | 2 | SEC ↗ ×4 |
| 63 | American Century Companies Inc | 3.73M | +0.7% | $1.10B | 0.6% | ▲ Add | 2 | SEC ↗ |
| 64 | National Bank Of Canada /Fi/ | 3.70M | +32.9% | $1.09B | 1.1% | ▲ Add | 2 | SEC ↗ ×5 |
| 65 | Voya Investment Management Llc | 3.68M | +19.8% | $1.08B | 1.2% | ▲ Add | 2 | SEC ↗ ×3 |
| 66 | Nordea Investment Management Ab | 3.64M | +2.0% | $1.05B | 1.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 67 | Us Bancorp \De\ | 3.52M | -1.8% | $1.04B | 1.3% | ▼ Trim | 2 | SEC ↗ ×4 |
| 68 | D. E. Shaw & Co. ✦ | 3.46M | +724.9% | $1.02B | 0.9% | ▲ Add | 8 | SEC ↗ ×2 |
| 69 | PRIMECAP Management ✦ | 3.40M | -5.6% | $1.00B | 0.8% | ▼ Trim | 8 | SEC ↗ |
| 70 | Two Sigma Investments ✦ | 3.31M | +734.0% | $973.93M | 0.8% | ▲ Add | 8 | SEC ↗ |
| 71 | Fifth Third Bancorp | 3.31M | +46.7% | $972.99M | 1.8% | ▲ Add | 2 | SEC ↗ |
| 72 | New York State Common Retirement… | 3.19M | -1.5% | $939.64M | 1.3% | ▼ Trim | 2 | SEC ↗ |
| 73 | Corient Private Wealth LP | 3.16M | -75.7% | $928.32M | 1.3% | ▼ Trim | 2 | SEC ↗ ×2 |
| 74 | Fayez Sarofim & Co | 3.13M | -1.5% | $920.46M | 2.4% | ▼ Trim | 2 | SEC ↗ ×4 |
| 75 | Focus Partners Wealth | 3.11M | +2.3% | $914.56M | 1.0% | ▲ Add | 2 | SEC ↗ |
| 76 | Truist Financial Corp | 3.11M | +3.4% | $914.41M | 1.2% | ▲ Add | 2 | SEC ↗ ×3 |
| 77 | Allianz Asset Management GmbH | 3.10M | -4.1% | $912.19M | 1.1% | ▼ Trim | 2 | SEC ↗ ×7 |
| 78 | Aviva Plc | 3.10M | +2.6% | $911.73M | 1.5% | ▲ Add | 2 | SEC ↗ |
| 79 | Mariner, LLC | 3.09M | +1.9% | $907.57M | 1.1% | ▲ Add | 2 | SEC ↗ ×4 |
| 80 | Ensign Peak Advisors, Inc | 3.02M | +1.5% | $888.49M | 1.7% | ▲ Add | 2 | SEC ↗ |
| 81 | Robeco Institutional Asset… | 3.01M | -20.4% | $884.37M | 1.3% | ▼ Trim | 2 | SEC ↗ |
| 82 | Bank Of Nova Scotia | 2.87M | +45.5% | $844.47M | 1.5% | ▲ Add | 2 | SEC ↗ ×4 |
| 83 | FIL Ltd | 2.86M | -4.7% | $840.05M | 0.7% | ▼ Trim | 2 | SEC ↗ ×4 |
| 84 | Viking Global Investors ✦ | 2.70M | +41.9% | $795.41M | 2.2% | ▲ Add | 8 | SEC ↗ |
| 85 | Cibc World Market Inc. | 2.69M | +35.7% | $791.51M | 1.4% | ▲ Add | 2 | SEC ↗ |
| 86 | HighTower Advisors, LLC | 2.66M | -0.4% | $783.21M | 0.8% | ▼ Trim | 2 | SEC ↗ |
| 87 | Manufacturers Life Insurance… | 2.51M | -3.0% | $739.57M | 0.6% | ▼ Trim | 2 | SEC ↗ |
| 88 | Credit Agricole S A | 2.50M | -8.5% | $736.26M | 2.4% | ▼ Trim | 2 | SEC ↗ ×8 |
| 89 | Qube Research & Technologies Ltd | 2.47M | +113.4% | $725.88M | 1.0% | ▲ Add | 2 | SEC ↗ |
| 90 | Citadel Advisors ✦ | 2.43M | +87.0% | $715.45M | 0.5% | ▲ Add | 8 | SEC ↗ ×2 |
| 91 | Victory Capital Management Inc | 2.42M | -4.4% | $710.57M | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 92 | Adage Capital Partners ✦ | 2.42M | -0.5% | $710.47M | 1.1% | ▼ Trim | 8 | SEC ↗ |
| 93 | Rockefeller Capital Management L.P. | 2.41M | +3.6% | $708.80M | 1.3% | ▲ Add | 2 | SEC ↗ ×8 |
| 94 | Caisse De Depot Et Placement Du… | 2.39M | +4.3% | $703.21M | 1.1% | ▲ Add | 2 | SEC ↗ |
| 95 | State Board Of Administration Of… | 2.38M | -1.8% | $701.35M | 1.3% | ▼ Trim | 2 | SEC ↗ |
| 96 | Aberdeen Group plc | 2.36M | +2.1% | $694.62M | 1.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 97 | Blair William & Co/Il | 2.31M | -0.1% | $678.70M | 1.9% | ▼ Trim | 2 | SEC ↗ |
| 98 | Ninety One UK Ltd | 2.31M | +14.1% | $678.22M | 1.6% | ▲ Add | 2 | SEC ↗ |
| 99 | Danske Bank A/S | 2.29M | 0.0% | $674.84M | 1.6% | ▲ Add | 2 | SEC ↗ ×3 |
| 100 | First Trust Advisors Lp | 2.24M | +16.4% | $657.90M | 0.5% | ▲ Add | 2 | 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 | $11.40B | era 1.2% |
| Ctc Llc | $19.79M | era 1.8% |
| Point72 Asset Management | $5.51M | era 0.0% |
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.
Frecuentemente cotituladas
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)
Sep 10
Leopold Robin
Officer · 2.50K acc. · $882,026
Aug 11
Leopold Robin
Officer · 2.50K acc. · $903,518
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología
En las noticias
Procedencia: Participación a partir de posiciones en acciones ordinarias de 13F procesadas (universo rastreado, conjuntos comparables para cambios); filas de iniciados de los Formularios 3/4/5; participaciones de los Schedules 13D/13G; cada filing enlaza con su original en SEC EDGAR.
Período de reporte: Q1 2026 ·
Metodología ·
Obtener esto a través de la API