de First Trust 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 721 M | Vender |
2,203,107
-33,430
| -1% | -USD 10.4 M | 0.42% | 38 |
|
|
2026
Q1 | USD 658 M | Comprar |
2,236,537
+314,439
| +16% | +USD 95.4 M | 0.47% | 31 |
|
|
2025
Q4 | USD 619 M | Comprar |
1,922,098
+125,145
| +7% | +USD 38.7 M | 0.45% | 37 |
|
|
2025
Q3 | USD 567 M | Vender |
1,796,953
-33,098
| -2% | -USD 9.8 M | 0.42% | 41 |
|
|
2025
Q2 | USD 531 M | Vender |
1,830,051
-25,010
| -1% | -USD 6.38 M | 0.43% | 36 |
|
|
2025
Q1 | USD 455 M | Comprar |
1,855,061
+66,517
| +4% | +USD 17 M | 0.4% | 39 |
|
|
2024
Q4 | USD 429 M | Comprar |
1,788,544
+104,355
| +6% | +USD 24.3 M | 0.38% | 43 |
|
|
2024
Q3 | USD 355 M | Comprar |
1,684,189
+22,769
| +1% | +USD 4.8 M | 0.34% | 52 |
|
|
2024
Q2 | USD 336 M | Comprar |
1,661,420
+7,425
| +0.4% | +USD 1.45 M | 0.34% | 50 |
|
|
2024
Q1 | USD 331 M | Vender |
1,653,995
-170,446
| -9% | -USD 30.8 M | 0.34% | 51 |
|
|
2023
Q4 | USD 310 M | Vender |
1,824,441
-52,738
| -3% | -USD 7.99 M | 0.34% | 47 |
|
|
2023
Q3 | USD 272 M | Vender |
1,877,179
-74,724
| -4% | -USD 11.2 M | 0.32% | 56 |
|
|
2023
Q2 | USD 284 M | Vender |
1,951,903
-149,312
| -7% | -USD 20.5 M | 0.32% | 53 |
|
|
2023
Q1 | USD 274 M | Vender |
2,101,215
-112,164
| -5% | -USD 15.4 M | 0.32% | 56 |
|
|
2022
Q4 | USD 297 M | Vender |
2,213,379
-77,064
| -3% | -USD 9.8 M | 0.35% | 44 |
|
|
2022
Q3 | USD 239 M | Vender |
2,290,443
-85,947
| -4% | -USD 9.9 M | 0.31% | 61 |
|
|
2022
Q2 | USD 268 M | Comprar |
2,376,390
+136,050
| +6% | +USD 16.9 M | 0.33% | 53 |
|
|
2022
Q1 | USD 305 M | Comprar |
2,240,340
+508,841
| +29% | +USD 75.1 M | 0.31% | 58 |
|
|
2021
Q4 | USD 274 M | Comprar |
1,731,499
+258,123
| +18% | +USD 42.4 M | 0.27% | 83 |
|
|
2021
Q3 | USD 241 M | Comprar |
1,473,376
+109,661
| +8% | +USD 17.2 M | 0.26% | 95 |
|
|
2021
Q2 | USD 212 M | Comprar |
1,363,715
+305,049
| +29% | +USD 47.9 M | 0.23% | 102 |
|
|
2021
Q1 | USD 161 M | Comprar |
1,058,666
+133,903
| +14% | +USD 19.3 M | 0.2% | 129 |
|
|
2020
Q4 | USD 118 M | Vender |
924,763
-5,851
| -0.6% | -USD 654 k | 0.16% | 163 |
|
|
2020
Q3 | USD 89.6 M | Comprar |
930,614
+21,810
| +2% | +USD 2.14 M | 0.14% | 166 |
|
|
2020
Q2 | USD 85.5 M | Comprar |
908,804
+51,895
| +6% | +USD 4.92 M | 0.15% | 162 |
|
|
2020
Q1 | USD 77.1 M | Comprar |
856,909
+10,427
| +1% | +USD 1.27 M | 0.17% | 146 |
|
|
2019
Q4 | USD 118 M | Vender |
846,482
-27,358
| -3% | -USD 3.51 M | 0.2% | 100 |
|
|
2019
Q3 | USD 103 M | Comprar |
873,840
+23,271
| +3% | +USD 2.63 M | 0.19% | 107 |
|
|
2019
Q2 | USD 95.1 M | Comprar |
850,569
+123,984
| +17% | +USD 13.7 M | 0.18% | 136 |
|
|
2019
Q1 | USD 73.6 M | Comprar |
726,585
+7,604
| +1% | +USD 783 k | 0.15% | 172 |
|
|
2018
Q4 | USD 70.2 M | Vender |
718,981
-363,887
| -34% | -USD 38.8 M | 0.17% | 138 |
|
|
2018
Q3 | USD 122 M | Vender |
1,082,868
-426,036
| -28% | -USD 48.4 M | 0.23% | 83 |
|
|
2018
Q2 | USD 157 M | Comprar |
1,508,904
+10,885
| +0.7% | +USD 1.19 M | 0.33% | 44 |
|
|
2018
Q1 | USD 165 M | Comprar |
1,498,019
+4,936
| +0.3% | +USD 559 k | 0.38% | 38 |
|
|
2017
Q4 | USD 160 M | Comprar |
1,493,083
+57,311
| +4% | +USD 5.8 M | 0.38% | 38 |
|
|
2017
Q3 | USD 137 M | Comprar |
1,435,772
+155,304
| +12% | +USD 14.3 M | 0.35% | 37 |
|
|
2017
Q2 | USD 117 M | Vender |
1,280,468
-1,288
| -0.1% | -USD 111 k | 0.31% | 47 |
|
|
2017
Q1 | USD 113 M | Comprar |
1,281,756
+880,537
| +219% | +USD 77.7 M | 0.31% | 38 |
|
|
2016
Q4 | USD 34.6 M | Vender |
401,219
-1,614
| -0.4% | -USD 123 k | 0.1% | 218 |
|
|
2016
Q3 | USD 26.8 M | Vender |
402,833
-41,849
| -9% | -USD 2.73 M | 0.08% | 324 |
|
|
2016
Q2 | USD 27.6 M | Comprar |
444,682
+41,308
| +10% | +USD 2.58 M | 0.09% | 286 |
|
|
2016
Q1 | USD 23.9 M | Vender |
403,374
-39,952
| -9% | -USD 2.33 M | 0.08% | 329 |
|
|
2015
Q4 | USD 29.3 M | Comprar |
443,326
+45,347
| +11% | +USD 2.95 M | 0.08% | 286 |
|
|
2015
Q3 | USD 24.3 M | Vender |
397,979
-96,142
| -19% | -USD 6.3 M | 0.07% | 311 |
|
|
2015
Q2 | USD 33.5 M | Comprar |
494,121
+62,797
| +15% | +USD 4.1 M | 0.09% | 259 |
|
|
2015
Q1 | USD 26.1 M | Comprar |
431,324
+55,980
| +15% | +USD 3.32 M | 0.08% | 310 |
|
|
2014
Q4 | USD 23.5 M | Vender |
375,344
-95,118
| -20% | -USD 5.72 M | 0.08% | 343 |
|
|
2014
Q3 | USD 28.3 M | Comprar |
470,462
+102,455
| +28% | +USD 5.99 M | 0.11% | 227 |
|
|
2014
Q2 | USD 21.2 M | Vender |
368,007
-27,679
| -7% | -USD 1.56 M | 0.09% | 346 |
|
|
2014
Q1 | USD 24 M | Vender |
395,686
-5,050
| -1% | -USD 292 k | 0.11% | 254 |
|
|
2013
Q4 | USD 23.4 M | Comprar |
400,736
+63,688
| +19% | +USD 3.49 M | 0.11% | 210 |
|
|
2013
Q3 | USD 17.4 M | Vender |
337,048
-27,779
| -8% | -USD 1.49 M | 0.09% | 297 |
|
|
2013
Q2 | USD 19.3 M | Comprar |
+364,827
| Nuevas | +USD 18.5 M | 0.13% | 202 |
|
Otros fondos que tienen JPM en su cartera
Posición de First Trust Advisors en JPM: resumen de T2 2026
First Trust Advisors redujo su participación en JPMorgan Chase (JPM) en 1.5% durante T2 2026, al vender acciones por un valor estimado de USD 10.4 M, y conservó 2,203,107 acciones valuadas en USD 721 M. La posición representa 0.42% de la cartera y ocupa el puesto #38.
First Trust Advisors 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, 5,167 fondos que sigue Wall St. Rank mantienen una posición en JPM.
- Al cierre de T2 2026, First Trust Advisors tenía 2,203,107 acciones de JPMorgan Chase con un valor de USD 721 M.
- First Trust Advisors vendió 33,430 acciones de JPMorgan Chase en T2 2026, por un valor estimado de USD 10.4 M.
- JPMorgan Chase representó 0.42% de la cartera de First Trust Advisors en T2 2026 y fue su posición número 38.
- First Trust Advisors 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, 5,167 fondos que sigue Wall St. Rank tenían JPMorgan Chase en cartera.
Según el Informe 13F de First Trust Advisors correspondiente a T2 2026, presentado el 11 ago 2026.