de Dimensional Fund Advisors 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 6357 M | Comprar |
19,418,112
+449,228
| +2% | +USD 140 M | 1.15% | 8 |
|
|
2026
Q1 | USD 5579 M | Comprar |
18,968,884
+607,288
| +3% | +USD 184 M | 1.16% | 6 |
|
|
2025
Q4 | USD 5917 M | Vender |
18,361,596
-331,475
| -2% | -USD 103 M | 1.24% | 7 |
|
|
2025
Q3 | USD 5896 M | Vender |
18,693,071
-587,251
| -3% | -USD 175 M | 1.27% | 6 |
|
|
2025
Q2 | USD 5589 M | Vender |
19,280,322
-818,451
| -4% | -USD 209 M | 1.29% | 6 |
|
|
2025
Q1 | USD 4930 M | Vender |
20,098,773
-1,193,576
| -6% | -USD 304 M | 1.23% | 6 |
|
|
2024
Q4 | USD 5104 M | Vender |
21,292,349
-560,532
| -3% | -USD 131 M | 1.23% | 6 |
|
|
2024
Q3 | USD 4608 M | Vender |
21,852,881
-844,082
| -4% | -USD 178 M | 1.12% | 6 |
|
|
2024
Q2 | USD 4590 M | Comprar |
22,696,963
+1,040,594
| +5% | +USD 203 M | 1.2% | 5 |
|
|
2024
Q1 | USD 4338 M | Comprar |
21,656,369
+317,665
| +1% | +USD 57.3 M | 1.17% | 5 |
|
|
2023
Q4 | USD 3630 M | Comprar |
21,338,704
+695,502
| +3% | +USD 105 M | 1.06% | 4 |
|
|
2023
Q3 | USD 2994 M | Comprar |
20,643,202
+1,112,224
| +6% | +USD 167 M | 0.98% | 5 |
|
|
2023
Q2 | USD 2840 M | Vender |
19,530,978
-341,964
| -2% | -USD 47 M | 0.91% | 6 |
|
|
2023
Q1 | USD 2589 M | Comprar |
+19,872,942
| Nuevas | +USD 2723 M | 0.87% | 4 |
|
|
2022
Q3 | USD 2204 M | Comprar |
21,084,558
+1,058,790
| +5% | +USD 122 M | 0.85% | 5 |
|
|
2022
Q2 | USD 2255 M | Comprar |
20,025,768
+665,133
| +3% | +USD 82.4 M | 0.81% | 4 |
|
|
2022
Q1 | USD 2640 M | Comprar |
19,360,635
+877,422
| +5% | +USD 130 M | 0.81% | 4 |
|
|
2021
Q4 | USD 2927 M | Vender |
18,483,213
-908,781
| -5% | -USD 149 M | 0.88% | 4 |
|
|
2021
Q3 | USD 3175 M | Vender |
19,391,994
-78,565
| -0.4% | -USD 12.3 M | 1.02% | 4 |
|
|
2021
Q2 | USD 3028 M | Vender |
19,470,559
-886,563
| -4% | -USD 139 M | 0.96% | 4 |
|
|
2021
Q1 | USD 3099 M | Comprar |
20,357,122
+22,106
| +0.1% | +USD 3.18 M | 1.03% | 4 |
|
|
2020
Q4 | USD 2584 M | Vender |
20,335,016
-259,251
| -1% | -USD 29 M | 0.93% | 4 |
|
|
2020
Q3 | USD 1982 M | Vender |
20,594,267
-97,257
| -0.5% | -USD 9.6 M | 0.84% | 6 |
|
|
2020
Q2 | USD 1946 M | Vender |
20,691,524
-265,104
| -1% | -USD 25.2 M | 0.86% | 6 |
|
|
2020
Q1 | USD 1887 M | Vender |
20,956,628
-1,963,638
| -9% | -USD 239 M | 0.98% | 6 |
|
|
2019
Q4 | USD 3195 M | Vender |
22,920,266
-273,307
| -1% | -USD 35.1 M | 1.16% | 3 |
|
|
2019
Q3 | USD 2730 M | Vender |
23,193,573
-985,750
| -4% | -USD 111 M | 1.06% | 4 |
|
|
2019
Q2 | USD 2703 M | Comprar |
24,179,323
+1,012,883
| +4% | +USD 112 M | 1.05% | 3 |
|
|
2019
Q1 | USD 2345 M | Comprar |
23,166,440
+1,960,254
| +9% | +USD 202 M | 0.93% | 6 |
|
|
2018
Q4 | USD 2070 M | Vender |
21,206,186
-1,460,911
| -6% | -USD 156 M | 0.94% | 7 |
|
|
2018
Q3 | USD 2558 M | Vender |
22,667,097
-3,764,496
| -14% | -USD 427 M | 0.97% | 4 |
|
|
2018
Q2 | USD 2754 M | Vender |
26,431,593
-1,337,774
| -5% | -USD 147 M | 1.1% | 2 |
|
|
2018
Q1 | USD 3054 M | Vender |
27,769,367
-256,842
| -0.9% | -USD 29.1 M | 1.27% | 1 |
|
|
2017
Q4 | USD 2997 M | Vender |
28,026,209
-681,905
| -2% | -USD 69 M | 1.24% | 1 |
|
|
2017
Q3 | USD 2742 M | Comprar |
28,708,114
+24,591
| +0.1% | +USD 2.27 M | 1.2% | 1 |
|
|
2017
Q2 | USD 2622 M | Comprar |
28,683,523
+176,306
| +0.6% | +USD 15.2 M | 1.21% | 1 |
|
|
2017
Q1 | USD 2504 M | Comprar |
28,507,217
+603,676
| +2% | +USD 53.3 M | 1.2% | 2 |
|
|
2016
Q4 | USD 2408 M | Comprar |
27,903,541
+340,065
| +1% | +USD 25.9 M | 1.2% | 2 |
|
|
2016
Q3 | USD 1835 M | Comprar |
27,563,476
+710,804
| +3% | +USD 46.3 M | 0.99% | 4 |
|
|
2016
Q2 | USD 1668 M | Comprar |
26,852,672
+1,535,953
| +6% | +USD 95.9 M | 0.96% | 4 |
|
|
2016
Q1 | USD 1499 M | Comprar |
25,316,719
+643,691
| +3% | +USD 37.6 M | 0.9% | 5 |
|
|
2015
Q4 | USD 1629 M | Comprar |
24,673,028
+177,169
| +0.7% | +USD 11.5 M | 1.02% | 3 |
|
|
2015
Q3 | USD 1493 M | Comprar |
24,495,859
+1,351,352
| +6% | +USD 88.5 M | 0.98% | 3 |
|
|
2015
Q2 | USD 1568 M | Comprar |
23,144,507
+192,089
| +0.8% | +USD 12.5 M | 0.96% | 4 |
|
|
2015
Q1 | USD 1390 M | Vender |
22,952,418
-349,381
| -1% | -USD 20.7 M | 0.88% | 5 |
|
|
2014
Q4 | USD 1458 M | Comprar |
23,301,799
+1,080,138
| +5% | +USD 65 M | 0.96% | 3 |
|
|
2014
Q3 | USD 1339 M | Vender |
22,221,661
-256,225
| -1% | -USD 15 M | 0.95% | 4 |
|
|
2014
Q2 | USD 1295 M | Comprar |
22,477,886
+1,554,003
| +7% | +USD 87.4 M | 0.9% | 4 |
|
|
2014
Q1 | USD 1270 M | Comprar |
20,923,883
+3,078,170
| +17% | +USD 178 M | 0.95% | 2 |
|
|
2013
Q4 | USD 1043 M | Comprar |
17,845,713
+684,832
| +4% | +USD 37.5 M | 0.81% | 6 |
|
|
2013
Q3 | USD 887 M | Comprar |
17,160,881
+1,986,160
| +13% | +USD 107 M | 0.77% | 7 |
|
|
2013
Q2 | USD 801 M | Comprar |
+15,174,721
| Nuevas | +USD 771 M | 0.75% | 7 |
|
Otros fondos que tienen JPM en su cartera
Posición de Dimensional Fund Advisors en JPM: resumen de T2 2026
Dimensional Fund Advisors aumentó su participación en JPMorgan Chase (JPM) en 2.4% durante T2 2026, al comprar aproximadamente USD 140 M y elevar la posición a 19,418,112 acciones con un valor de USD 6357 M. La posición representa 1.15% de la cartera y ocupa el puesto #8.
Dimensional Fund Advisors reportó por primera vez una posición en JPM en T2 2013 y la ha mantenido durante 52 trimestres desde entonces. Al cierre de T2 2026, 5,169 fondos que sigue Wall St. Rank mantienen una posición en JPM.
- Al cierre de T2 2026, Dimensional Fund Advisors tenía 19,418,112 acciones de JPMorgan Chase con un valor de USD 6357 M.
- Dimensional Fund Advisors compró 449,228 acciones de JPMorgan Chase en T2 2026, por un monto estimado de USD 140 M.
- JPMorgan Chase representó 1.15% de la cartera de Dimensional Fund Advisors en T2 2026 y fue su posición número 8.
- Dimensional Fund Advisors reportó por primera vez una posición en JPMorgan Chase en T2 2013 y la ha mantenido durante 52 trimestres desde entonces.
- Al cierre de T2 2026, 5,169 fondos que sigue Wall St. Rank tenían JPMorgan Chase en cartera.
Según el Informe 13F de Dimensional Fund Advisors correspondiente a T2 2026, presentado el 11 ago 2026.