de Charles Schwab JPMorgan Chase JPM Historial de posiciones en acciones
Compró
Mantenido
Vendió
| Trimestre | Valor de mercado | Estado | Núm. de acciones |
Cambio en la participación | Valor operado | Peso en el portafolio | Posición de la cartera | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | USD 6281 M | Comprar |
19,187,267
+86,154
| +0.5% | +USD 26.8 M | 0.84% | 22 |
|
|
2026
Q1 | USD 5617 M | Comprar |
19,101,113
+353,294
| +2% | +USD 107 M | 0.86% | 23 |
|
|
2025
Q4 | USD 6041 M | Vender |
18,747,819
-69,643
| -0.4% | -USD 21.6 M | 0.94% | 13 |
|
|
2025
Q3 | USD 5936 M | Vender |
18,817,462
-971,099
| -5% | -USD 289 M | 0.95% | 13 |
|
|
2025
Q2 | USD 5736 M | Vender |
19,788,561
-57,502
| -0.3% | -USD 14.7 M | 0.99% | 11 |
|
|
2025
Q1 | USD 4868 M | Vender |
19,846,063
-257,000
| -1% | -USD 65.5 M | 0.91% | 19 |
|
|
2024
Q4 | USD 4819 M | Comprar |
20,103,063
+71,122
| +0.4% | +USD 16.6 M | 0.89% | 18 |
|
|
2024
Q3 | USD 4224 M | Vender |
20,031,941
-182,322
| -0.9% | -USD 38.4 M | 0.81% | 23 |
|
|
2024
Q2 | USD 4089 M | Vender |
20,214,263
-12,274
| -0.1% | -USD 2.4 M | 0.78% | 22 |
|
|
2024
Q1 | USD 4004 M | Comprar |
20,226,537
+56,138
| +0.3% | +USD 10.1 M | 0.92% | 12 |
|
|
2023
Q4 | USD 3389 M | Comprar |
20,170,399
+154,426
| +0.8% | +USD 23.4 M | 0.86% | 19 |
|
|
2023
Q3 | USD 2868 M | Vender |
20,015,973
-92,022
| -0.5% | -USD 13.8 M | 0.82% | 24 |
|
|
2023
Q2 | USD 2891 M | Vender |
20,107,995
-95,967
| -0.5% | -USD 13.2 M | 0.83% | 22 |
|
|
2023
Q1 | USD 2604 M | Comprar |
20,203,962
+121,559
| +0.6% | +USD 16.7 M | 0.79% | 25 |
|
|
2022
Q4 | USD 2664 M | Comprar |
20,082,403
+513,422
| +3% | +USD 65.1 M | 0.86% | 19 |
|
|
2022
Q3 | USD 2045 M | Comprar |
19,568,981
+643,426
| +3% | +USD 73.8 M | 0.73% | 24 |
|
|
2022
Q2 | USD 2131 M | Comprar |
18,925,555
+317,894
| +2% | +USD 39.4 M | 0.74% | 24 |
|
|
2022
Q1 | USD 2537 M | Comprar |
18,607,661
+805,196
| +5% | +USD 119 M | 0.76% | 21 |
|
|
2021
Q4 | USD 2819 M | Comprar |
17,802,465
+273,693
| +2% | +USD 44.9 M | 0.83% | 15 |
|
|
2021
Q3 | USD 2869 M | Comprar |
17,528,772
+781,114
| +5% | +USD 122 M | 0.94% | 9 |
|
|
2021
Q2 | USD 2605 M | Comprar |
16,747,658
+106,907
| +0.6% | +USD 16.8 M | 0.87% | 10 |
|
|
2021
Q1 | USD 2533 M | Vender |
16,640,751
-78,808
| -0.5% | -USD 11.3 M | 0.93% | 9 |
|
|
2020
Q4 | USD 2125 M | Vender |
16,719,559
-359,992
| -2% | -USD 40.2 M | 0.84% | 10 |
|
|
2020
Q3 | USD 1644 M | Vender |
17,079,551
-666,638
| -4% | -USD 65.5 M | 0.76% | 13 |
|
|
2020
Q2 | USD 1669 M | Vender |
17,746,189
-248,109
| -1% | -USD 23.5 M | 0.82% | 10 |
|
|
2020
Q1 | USD 1620 M | Comprar |
17,994,298
+3,212,854
| +22% | +USD 390 M | 0.95% | 11 |
|
|
2019
Q4 | USD 2061 M | Vender |
14,781,444
-130,956
| -0.9% | -USD 16.8 M | 1.11% | 5 |
|
|
2019
Q3 | USD 1755 M | Vender |
14,912,400
-108,676
| -0.7% | -USD 12.3 M | 1.04% | 8 |
|
|
2019
Q2 | USD 1679 M | Comprar |
15,021,076
+275,854
| +2% | +USD 30.4 M | 1.02% | 8 |
|
|
2019
Q1 | USD 1493 M | Comprar |
14,745,222
+870,921
| +6% | +USD 89.7 M | 0.96% | 13 |
|
|
2018
Q4 | USD 1354 M | Comprar |
13,874,301
+441,687
| +3% | +USD 47.1 M | 1.04% | 9 |
|
|
2018
Q3 | USD 1516 M | Comprar |
13,432,614
+423,192
| +3% | +USD 48 M | 1.01% | 8 |
|
|
2018
Q2 | USD 1356 M | Comprar |
13,009,422
+270,508
| +2% | +USD 29.7 M | 0.99% | 7 |
|
|
2018
Q1 | USD 1401 M | Comprar |
12,738,914
+49,436
| +0.4% | +USD 5.6 M | 1.09% | 6 |
|
|
2017
Q4 | USD 1357 M | Comprar |
12,689,478
+373,921
| +3% | +USD 37.9 M | 1.08% | 8 |
|
|
2017
Q3 | USD 1176 M | Comprar |
12,315,557
+74,109
| +0.6% | +USD 6.83 M | 1.03% | 9 |
|
|
2017
Q2 | USD 1119 M | Comprar |
12,241,448
+424,317
| +4% | +USD 36.6 M | 1.05% | 7 |
|
|
2017
Q1 | USD 1038 M | Comprar |
11,817,131
+430,584
| +4% | +USD 38 M | 1.04% | 7 |
|
|
2016
Q4 | USD 983 M | Comprar |
11,386,547
+403,883
| +4% | +USD 30.8 M | 1.08% | 7 |
|
|
2016
Q3 | USD 732 M | Vender |
10,982,664
-778,948
| -7% | -USD 50.8 M | 0.86% | 17 |
|
|
2016
Q2 | USD 731 M | Vender |
11,761,612
-417,350
| -3% | -USD 26.1 M | 0.91% | 13 |
|
|
2016
Q1 | USD 721 M | Comprar |
12,178,962
+150,482
| +1% | +USD 8.79 M | 0.95% | 12 |
|
|
2015
Q4 | USD 794 M | Comprar |
12,028,480
+186,882
| +2% | +USD 12.2 M | 1.07% | 7 |
|
|
2015
Q3 | USD 723 M | Vender |
11,841,598
-139,409
| -1% | -USD 9.13 M | 1.06% | 7 |
|
|
2015
Q2 | USD 811 M | Vender |
11,981,007
-20,365
| -0.2% | -USD 1.33 M | 1.12% | 6 |
|
|
2015
Q1 | USD 727 M | Comprar |
12,001,372
+860,099
| +8% | +USD 50.9 M | 1.02% | 8 |
|
|
2014
Q4 | USD 697 M | Comprar |
11,141,273
+1,289,800
| +13% | +USD 77.6 M | 1.05% | 10 |
|
|
2014
Q3 | USD 593 M | Comprar |
9,851,473
+201,751
| +2% | +USD 11.8 M | 0.98% | 12 |
|
|
2014
Q2 | USD 556 M | Comprar |
9,649,722
+223,564
| +2% | +USD 12.6 M | 0.94% | 13 |
|
|
2014
Q1 | USD 572 M | Vender |
9,426,158
-1,094,656
| -10% | -USD 63.3 M | 1.03% | 11 |
|
|
2013
Q4 | USD 615 M | Vender |
10,520,814
-1,151,696
| -10% | -USD 63.1 M | 1.17% | 10 |
|
|
2013
Q3 | USD 606 M | Comprar |
11,672,510
+180,424
| +2% | +USD 9.7 M | 1.24% | 8 |
|
|
2013
Q2 | USD 603 M | Comprar |
+11,492,086
| Nuevas | +USD 584 M | 1.35% | 8 |
|
Otros fondos que tienen JPM en su cartera
Posición de Charles Schwab en JPM: resumen de T2 2026
Charles Schwab aumentó su participación en JPMorgan Chase (JPM) en 0.45% durante T2 2026, al comprar aproximadamente USD 26.8 M y elevar la posición a 19,187,267 acciones con un valor de USD 6281 M. La posición representa 0.84% de la cartera y ocupa el puesto #22.
Charles Schwab reportó por primera vez una posición en JPM en T2 2013 y la ha mantenido durante 53 trimestres desde entonces. Al cierre de T2 2026, 5,177 fondos que sigue Wall St. Rank mantienen una posición en JPM.
- Al cierre de T2 2026, Charles Schwab tenía 19,187,267 acciones de JPMorgan Chase con un valor de USD 6281 M.
- Charles Schwab compró 86,154 acciones de JPMorgan Chase en T2 2026, por un monto estimado de USD 26.8 M.
- JPMorgan Chase representó 0.84% de la cartera de Charles Schwab en T2 2026 y fue su posición número 22.
- Charles Schwab reportó por primera vez una posición en JPMorgan Chase en T2 2013 y la ha mantenido durante 53 trimestres desde entonces.
- Al cierre de T2 2026, 5,177 fondos que sigue Wall St. Rank tenían JPMorgan Chase en cartera.
Según el Informe 13F de Charles Schwab correspondiente a T2 2026, presentado el 14 ago 2026.