de IMA Advisory Services 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 7.51 M | Comprar |
22,933
+2,002
| +10% | +USD 622 k | 0.47% | 50 |
|
|
2026
Q1 | USD 6.16 M | Vender |
20,931
-683
| -3% | -USD 207 k | 0.6% | 39 |
|
|
2025
Q4 | USD 6.96 M | Vender |
21,614
-606
| -3% | -USD 188 k | 0.67% | 30 |
|
|
2025
Q3 | USD 7.01 M | Vender |
22,220
-276
| -1% | -USD 82.1 k | 0.71% | 32 |
|
|
2025
Q2 | USD 6.52 M | Comprar |
22,496
+216
| +1% | +USD 55.1 k | 0.7% | 31 |
|
|
2025
Q1 | USD 5.47 M | Vender |
22,280
-658
| -3% | -USD 168 k | 0.65% | 35 |
|
|
2024
Q4 | USD 5.5 M | Vender |
22,938
-591
| -3% | -USD 138 k | 0.66% | 33 |
|
|
2024
Q3 | USD 4.96 M | Comprar |
23,529
+719
| +3% | +USD 151 k | 1.08% | 24 |
|
|
2024
Q2 | USD 4.61 M | Vender |
22,810
-176
| -0.8% | -USD 34.4 k | 2.04% | 14 |
|
|
2024
Q1 | USD 4.6 M | Vender |
22,986
-2,175
| -9% | -USD 392 k | 2.18% | 15 |
|
|
2023
Q4 | USD 4.28 M | Vender |
25,161
-1,857
| -7% | -USD 281 k | 2.14% | 13 |
|
|
2023
Q3 | USD 3.92 M | Vender |
27,018
-506
| -2% | -USD 75.9 k | 1.01% | 26 |
|
|
2023
Q2 | USD 4 M | Vender |
27,524
-17
| -0.1% | -USD 2.34 k | 1.03% | 26 |
|
|
2023
Q1 | USD 3.59 M | Comprar |
27,541
+3,362
| +14% | +USD 461 k | 0.93% | 23 |
|
|
2022
Q4 | USD 3.24 M | Vender |
24,179
-10,710
| -31% | -USD 1.36 M | 0.86% | 26 |
|
|
2022
Q3 | USD 3.65 M | Vender |
34,889
-2,207
| -6% | -USD 253 k | 0.98% | 24 |
|
|
2022
Q2 | USD 4.18 M | Comprar |
37,096
+3,942
| +12% | +USD 488 k | 1.02% | 21 |
|
|
2022
Q1 | USD 4.52 M | Comprar |
33,154
+7,298
| +28% | +USD 1.08 M | 1.04% | 18 |
|
|
2021
Q4 | USD 4.09 M | Comprar |
25,856
+1,008
| +4% | +USD 166 k | 0.9% | 25 |
|
|
2021
Q3 | USD 4.07 M | Comprar |
24,848
+736
| +3% | +USD 115 k | 0.96% | 26 |
|
|
2021
Q2 | USD 3.75 M | Comprar |
24,112
+3,945
| +20% | +USD 620 k | 0.88% | 32 |
|
|
2021
Q1 | USD 3.07 M | Vender |
20,167
-6,517
| -24% | -USD 938 k | 0.75% | 45 |
|
|
2020
Q4 | USD 3.39 M | Comprar |
26,684
+9,026
| +51% | +USD 1.01 M | 0.95% | 31 |
|
|
2020
Q3 | USD 1.7 M | Vender |
17,658
-4,412
| -20% | -USD 433 k | 0.57% | 60 |
|
|
2020
Q2 | USD 2.08 M | Comprar |
22,070
+37
| +0.2% | +USD 3.51 k | 0.75% | 50 |
|
|
2020
Q1 | USD 1.98 M | Vender |
22,033
-10,251
| -32% | -USD 1.25 M | 0.87% | 39 |
|
|
2019
Q4 | USD 4.5 M | Vender |
32,284
-6,150
| -16% | -USD 789 k | 1.67% | 10 |
|
|
2019
Q3 | USD 4.52 M | Comprar |
38,434
+1,808
| +5% | +USD 205 k | 1.71% | 10 |
|
|
2019
Q2 | USD 4.1 M | Comprar |
36,626
+1,380
| +4% | +USD 152 k | 1.53% | 12 |
|
|
2019
Q1 | USD 3.57 M | Comprar |
35,246
+6,594
| +23% | +USD 679 k | 1.39% | 20 |
|
|
2018
Q4 | USD 2.8 M | Vender |
28,652
-1,512
| -5% | -USD 161 k | 1.31% | 20 |
|
|
2018
Q3 | USD 3.4 M | Comprar |
30,164
+6,065
| +25% | +USD 688 k | 1.33% | 24 |
|
|
2018
Q2 | USD 2.51 M | Vender |
24,099
-42
| -0.2% | -USD 4.61 k | 1.05% | 34 |
|
|
2018
Q1 | USD 2.66 M | Comprar |
24,141
+1,854
| +8% | +USD 210 k | 1.18% | 28 |
|
|
2017
Q4 | USD 2.38 M | Comprar |
22,287
+3,096
| +16% | +USD 313 k | 1.07% | 31 |
|
|
2017
Q3 | USD 1.83 M | Comprar |
19,191
+1,614
| +9% | +USD 149 k | 0.85% | 43 |
|
|
2017
Q2 | USD 1.61 M | Vender |
17,577
-2,536
| -13% | -USD 219 k | 0.77% | 45 |
|
|
2017
Q1 | USD 1.77 M | Comprar |
20,113
+2,631
| +15% | +USD 232 k | 0.89% | 39 |
|
|
2016
Q4 | USD 1.51 M | Vender |
17,482
-3,002
| -15% | -USD 229 k | 0.93% | 41 |
|
|
2016
Q3 | USD 1.36 M | Comprar |
20,484
+280
| +1% | +USD 18.3 k | 0.78% | 45 |
|
|
2016
Q2 | USD 1.26 M | Vender |
20,204
-650
| -3% | -USD 40.6 k | 0.79% | 47 |
|
|
2016
Q1 | USD 1.21 M | Vender |
20,854
-50
| -0.2% | -USD 2.92 k | 0.7% | 53 |
|
|
2015
Q4 | USD 1.35 M | Comprar |
20,904
+380
| +2% | +USD 24.7 k | 0.82% | 43 |
|
|
2015
Q3 | USD 1.22 M | Vender |
20,524
-690
| -3% | -USD 45.2 k | 0.78% | 45 |
|
|
2015
Q2 | USD 1.44 M | Vender |
21,214
-1,260
| -6% | -USD 82.3 k | 0.68% | 46 |
|
|
2015
Q1 | USD 1.36 M | Comprar |
22,474
+215
| +1% | +USD 12.7 k | 0.66% | 44 |
|
|
2014
Q4 | USD 1.39 M | Vender |
22,259
-545
| -2% | -USD 32.8 k | 0.72% | 46 |
|
|
2014
Q3 | USD 1.37 M | Vender |
22,804
-210
| -0.9% | -USD 12.3 k | 0.65% | 47 |
|
|
2014
Q2 | USD 1.33 M | Vender |
23,014
-530
| -2% | -USD 29.8 k | 0.61% | 50 |
|
|
2014
Q1 | USD 1.43 M | Vender |
23,544
-1,420
| -6% | -USD 82.1 k | 0.67% | 49 |
|
|
2013
Q4 | USD 1.46 M | Vender |
24,964
-330
| -1% | -USD 18.1 k | 0.69% | 48 |
|
|
2013
Q3 | USD 1.31 M | Comprar |
25,294
+1,180
| +5% | +USD 63.3 k | 0.64% | 49 |
|
|
2013
Q2 | USD 1.27 M | Comprar |
+24,114
| Nuevas | +USD 1.23 M | 0.69% | 43 |
|
Otros fondos que tienen JPM en su cartera
Posición de IMA Advisory Services en JPM: resumen de T2 2026
IMA Advisory Services aumentó su participación en JPMorgan Chase (JPM) en 9.6% durante T2 2026, al comprar aproximadamente USD 622 k y elevar la posición a 22,933 acciones con un valor de USD 7.51 M. La posición representa 0.47% de la cartera y ocupa el puesto #50.
IMA Advisory Services 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, 5,159 fondos que sigue Wall St. Rank mantienen una posición en JPM.
- Al cierre de T2 2026, IMA Advisory Services tenía 22,933 acciones de JPMorgan Chase con un valor de USD 7.51 M.
- IMA Advisory Services compró 2,002 acciones de JPMorgan Chase en T2 2026, por un monto estimado de USD 622 k.
- JPMorgan Chase representó 0.47% de la cartera de IMA Advisory Services en T2 2026 y fue su posición número 50.
- IMA Advisory Services 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, 5,159 fondos que sigue Wall St. Rank tenían JPMorgan Chase en cartera.
Según el Informe 13F de IMA Advisory Services correspondiente a T2 2026, presentado el 10 ago 2026.