de UBS AM 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 6165 M | Comprar |
18,833,413
+134,634
| +0.7% | +USD 41.8 M | 1.12% | 15 |
|
|
2026
Q1 | USD 5500 M | Comprar |
18,698,779
+2,296,908
| +14% | +USD 697 M | 1.14% | 11 |
|
|
2025
Q4 | USD 5285 M | Vender |
16,401,871
-232,398
| -1% | -USD 72 M | 1.12% | 11 |
|
|
2025
Q3 | USD 5247 M | Vender |
16,634,269
-3,250,509
| -16% | -USD 967 M | 1.14% | 10 |
|
|
2025
Q2 | USD 5765 M | Comprar |
19,884,778
+1,443,734
| +8% | +USD 368 M | 1.17% | 11 |
|
|
2025
Q1 | USD 4524 M | Comprar |
18,441,044
+890,553
| +5% | +USD 227 M | 1.16% | 10 |
|
|
2024
Q4 | USD 4207 M | Comprar |
17,550,491
+2,465,572
| +16% | +USD 574 M | 0.98% | 13 |
|
|
2024
Q3 | USD 3181 M | Comprar |
15,084,919
+302,592
| +2% | +USD 63.7 M | 0.82% | 15 |
|
|
2024
Q2 | USD 2990 M | Comprar |
14,782,327
+3,162,536
| +27% | +USD 618 M | 0.86% | 13 |
|
|
2024
Q1 | USD 2327 M | Vender |
11,619,791
-196,717
| -2% | -USD 35.5 M | 0.83% | 15 |
|
|
2023
Q4 | USD 2010 M | Comprar |
11,816,508
+404,802
| +4% | +USD 61.3 M | 0.79% | 18 |
|
|
2023
Q3 | USD 1655 M | Comprar |
11,411,706
+594,282
| +5% | +USD 89.1 M | 0.74% | 18 |
|
|
2023
Q2 | USD 1410 M | Mantener |
10,817,424
| – | – | 0.68% | 23 |
|
|
2023
Q1 | USD 1410 M | Vender |
10,817,424
-208,770
| -2% | -USD 28.6 M | 0.68% | 23 |
|
|
2022
Q4 | USD 1479 M | Comprar |
11,026,194
+612,776
| +6% | +USD 77.6 M | 0.78% | 19 |
|
|
2022
Q3 | USD 1088 M | Comprar |
10,413,418
+25,386
| +0.2% | +USD 2.91 M | 0.61% | 23 |
|
|
2022
Q2 | USD 1170 M | Vender |
10,388,032
-919,271
| -8% | -USD 114 M | 0.61% | 23 |
|
|
2022
Q1 | USD 1541 M | Vender |
11,307,303
-1,491,970
| -12% | -USD 220 M | 0.66% | 19 |
|
|
2021
Q4 | USD 2027 M | Vender |
12,799,273
-2,941,873
| -19% | -USD 483 M | 0.78% | 13 |
|
|
2021
Q3 | USD 2577 M | Comprar |
15,741,146
+1,403,825
| +10% | +USD 220 M | 1.07% | 9 |
|
|
2021
Q2 | USD 2230 M | Vender |
14,337,321
-87,183
| -0.6% | -USD 13.7 M | 0.95% | 10 |
|
|
2021
Q1 | USD 2196 M | Comprar |
14,424,504
+1,323,812
| +10% | +USD 190 M | 0.97% | 10 |
|
|
2020
Q4 | USD 1665 M | Vender |
13,100,692
-2,104,380
| -14% | -USD 235 M | 0.78% | 17 |
|
|
2020
Q3 | USD 1464 M | Comprar |
15,205,072
+1,801,838
| +13% | +USD 177 M | 0.79% | 18 |
|
|
2020
Q2 | USD 1261 M | Vender |
13,403,234
-1,478,773
| -10% | -USD 140 M | 0.77% | 18 |
|
|
2020
Q1 | USD 1340 M | Comprar |
14,882,007
+681,424
| +5% | +USD 82.8 M | 0.96% | 13 |
|
|
2019
Q4 | USD 1980 M | Vender |
14,200,583
-1,237,937
| -8% | -USD 159 M | 1.21% | 9 |
|
|
2019
Q3 | USD 1817 M | Comprar |
15,438,520
+982,517
| +7% | +USD 111 M | 1.22% | 8 |
|
|
2019
Q2 | USD 1616 M | Vender |
14,456,003
-349,939
| -2% | -USD 38.6 M | 1.15% | 9 |
|
|
2019
Q1 | USD 1499 M | Vender |
14,805,942
-364,860
| -2% | -USD 37.6 M | 1.11% | 10 |
|
|
2018
Q4 | USD 1481 M | Vender |
15,170,802
-366,451
| -2% | -USD 39 M | 1.28% | 6 |
|
|
2018
Q3 | USD 1753 M | Vender |
15,537,253
-503,358
| -3% | -USD 57.1 M | 1.3% | 6 |
|
|
2018
Q2 | USD 1671 M | Vender |
16,040,611
-353,194
| -2% | -USD 38.7 M | 1.28% | 6 |
|
|
2018
Q1 | USD 1803 M | Comprar |
16,393,805
+377,618
| +2% | +USD 42.8 M | 1.42% | 6 |
|
|
2017
Q4 | USD 1713 M | Comprar |
16,016,187
+262,688
| +2% | +USD 26.6 M | 1.45% | 6 |
|
|
2017
Q3 | USD 1505 M | Comprar |
15,753,499
+1,359,823
| +9% | +USD 125 M | 1.37% | 6 |
|
|
2017
Q2 | USD 1316 M | Comprar |
14,393,676
+970,419
| +7% | +USD 83.7 M | 1.27% | 7 |
|
|
2017
Q1 | USD 1179 M | Comprar |
13,423,257
+390,752
| +3% | +USD 34.5 M | 1.2% | 8 |
|
|
2016
Q4 | USD 1125 M | Vender |
13,032,505
-270,588
| -2% | -USD 20.6 M | 1.26% | 7 |
|
|
2016
Q3 | USD 886 M | Comprar |
13,303,093
+202,633
| +2% | +USD 13.2 M | 0.95% | 10 |
|
|
2016
Q2 | USD 814 M | Vender |
13,100,460
-68,246
| -0.5% | -USD 4.26 M | 0.92% | 11 |
|
|
2016
Q1 | USD 780 M | Comprar |
13,168,706
+534,343
| +4% | +USD 31.2 M | 0.9% | 13 |
|
|
2015
Q4 | USD 834 M | Vender |
12,634,363
-1,363,076
| -10% | -USD 88.8 M | 0.95% | 13 |
|
|
2015
Q3 | USD 853 M | Vender |
13,997,439
-252,245
| -2% | -USD 16.5 M | 0.94% | 12 |
|
|
2015
Q2 | USD 966 M | Vender |
14,249,684
-204,302
| -1% | -USD 13.3 M | 0.92% | 10 |
|
|
2015
Q1 | USD 876 M | Vender |
14,453,986
-1,008,656
| -7% | -USD 59.7 M | 0.84% | 12 |
|
|
2014
Q4 | USD 968 M | Vender |
15,462,642
-202,928
| -1% | -USD 12.2 M | 0.92% | 9 |
|
|
2014
Q3 | USD 944 M | Comprar |
15,665,570
+253,239
| +2% | +USD 14.8 M | 0.94% | 9 |
|
|
2014
Q2 | USD 888 M | Vender |
15,412,331
-527,782
| -3% | -USD 29.7 M | 0.9% | 11 |
|
|
2014
Q1 | USD 968 M | Vender |
15,940,113
-121,096
| -0.8% | -USD 7 M | 1.03% | 8 |
|
|
2013
Q4 | USD 939 M | Comprar |
16,061,209
+542,117
| +3% | +USD 29.7 M | 1.07% | 7 |
|
|
2013
Q3 | USD 802 M | Vender |
15,519,092
-2,133,702
| -12% | -USD 114 M | 0.99% | 9 |
|
|
2013
Q2 | USD 932 M | Comprar |
+17,652,794
| Nuevas | +USD 897 M | 1.2% | 5 |
|
Otros fondos que tienen JPM en su cartera
Posición de UBS AM en JPM: resumen de T2 2026
UBS AM aumentó su participación en JPMorgan Chase (JPM) en 0.72% durante T2 2026, al comprar aproximadamente USD 41.8 M y elevar la posición a 18,833,413 acciones con un valor de USD 6165 M. La posición representa 1.12% de la cartera y ocupa el puesto #15.
UBS AM 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, 5,162 fondos que sigue Wall St. Rank mantienen una posición en JPM.
- Al cierre de T2 2026, UBS AM tenía 18,833,413 acciones de JPMorgan Chase con un valor de USD 6165 M.
- UBS AM compró 134,634 acciones de JPMorgan Chase en T2 2026, por un monto estimado de USD 41.8 M.
- JPMorgan Chase representó 1.12% de la cartera de UBS AM en T2 2026 y fue su posición número 15.
- UBS AM 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, 5,162 fondos que sigue Wall St. Rank tenían JPMorgan Chase en cartera.
Según el Informe 13F de UBS AM correspondiente a T2 2026, presentado el 13 ago 2026.