JPMorgan Chase & Co
JPM- 交易所
- NYSE
- 產業
- National Commercial Banks
- SEC CIK
- 0000019617
近 90 天，JPMorgan Chase & Co 內部人申報 0 筆公開市場買進、2 筆賣出；2026 年第 2 季末有 5,156 家機構在 13F 申報持有，市值合計 $6,437 億；維京全球投資、馬克爾集團等 7 位大師持有。
2021 年第 2 季 13F 持有人
JPMorgan Chase & Co 在 2021/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 3,246
- 較 2021 年第 1 季 +69 家
- 持有股數
- 21.2 億
- 較 2021 年第 1 季 −4,636 萬 (−2.1%)
- 總市值
- $3,293 億
- 較 2021 年第 1 季 +$5,667 萬 (0.0%)
- 新進機構
- 154
- 另有 1,502 家加碼
- 清倉機構
- 85
- 另有 1,284 家減碼
另有 41 家機構在 2021 年第 1 季持有、還沒有申報 2021 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 JPM 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 5,156 | $6,437 億 |
| 2026 年第 1 季 | 5,102 | $5,720 億 |
| 2025 年第 4 季 | 5,154 | $6,395 億 |
| 2025 年第 3 季 | 4,765 | $6,180 億 |
| 2025 年第 2 季 | 4,752 | $5,824 億 |
| 2025 年第 1 季 | 4,679 | $4,946 億 |
| 2024 年第 4 季 | 4,679 | $4,900 億 |
| 2024 年第 3 季 | 4,215 | $4,294 億 |
| 2024 年第 2 季 | 4,181 | $4,162 億 |
| 2024 年第 1 季 | 4,120 | $4,145 億 |
| 2023 年第 4 季 | 4,001 | $3,518 億 |
| 2023 年第 3 季 | 3,711 | $2,970 億 |
| 2023 年第 2 季 | 3,672 | $2,976 億 |
| 2023 年第 1 季 | 3,612 | $2,663 億 |
| 2022 年第 4 季 | 3,629 | $2,783 億 |
| 2022 年第 3 季 | 3,396 | $2,129 億 |
| 2022 年第 2 季 | 3,428 | $2,293 億 |
| 2022 年第 1 季 | 3,519 | $2,789 億 |
| 2021 年第 4 季 | 3,594 | $3,301 億 |
| 2021 年第 3 季 | 3,239 | $3,420 億 |
| 2021 年第 2 季 | 3,246 | $3,293 億 |
| 2021 年第 1 季 | 3,218 | $3,303 億 |
2021 年第 2 季持有機構
每家機構持有 JPMorgan Chase & Co 的股數、市值與佔組合比重；股數變化跟 2021 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 263,376,146 | $409.7 億 | 1.02% | +308,017+0.1% | 加碼 |
| BlackRock Inc. | 197,221,105 | $306.8 億 | 0.86% | −1,134,531−0.6% | 減碼 |
| State Street Corp | 141,747,345 | $220.5 億 | 1.16% | −155,844−0.1% | 減碼 |
| Capital World Investors | 71,537,813 | $111.3 億 | 1.89% | −7,906,439−10.0% | 減碼 |
| Wellington Management Group LLP | 51,554,087 | $80.2 億 | 1.33% | −4,450,061−7.9% | 減碼 |
| Bank of America Corp | 50,779,634 | $79.0 億 | 0.88% | −6,042,060−10.6% | 減碼 |
| FMR LLC | 48,763,496 | $75.8 億 | 0.59% | +1,513,407+3.2% | 加碼 |
| Geode Capital Management, LLC | 46,577,783 | $72.2 億 | 1.00% | +1,137,615+2.5% | 加碼 |
| Capital Research Global Investors | 42,261,955 | $65.7 億 | 1.53% | −3,137,118−6.9% | 減碼 |
| Capital International Investors | 39,521,621 | $61.5 億 | 1.40% | +1,199,636+3.1% | 加碼 |
| Northern Trust Corp | 39,221,789 | $61.0 億 | 1.07% | −1,113,746−2.8% | 減碼 |
| Morgan Stanley | 38,288,577 | $59.6 億 | 0.79% | +510,298+1.4% | 加碼 |
| Massachusetts Financial Services Co | 31,922,360 | $49.7 億 | 1.45% | −949,057−2.9% | 減碼 |
| Bank of New York Mellon Corp | 31,178,926 | $48.5 億 | 0.94% | +743,975+2.4% | 加碼 |
| Norges Bank | 28,399,141 | $44.2 億 | 0.96% | +856,015+3.1% | 加碼 |
| Wells Fargo & Company | 26,230,936 | $40.8 億 | 0.92% | −603,762−2.2% | 減碼 |
| Royal Bank of Canada | 24,966,628 | $38.8 億 | 1.09% | −341,001−1.3% | 減碼 |
| Ameriprise Financial Inc | 21,111,131 | $32.8 億 | 1.02% | −365,809−1.7% | 減碼 |
| Dimensional Fund Advisors LP | 19,470,559 | $30.3 億 | 0.96% | −886,563−4.4% | 減碼 |
| Nuveen Asset Management, LLC | 19,038,850 | $29.6 億 | 0.88% | −2,610,299−12.1% | 減碼 |
| Legal & General Group Plc | 18,967,688 | $29.5 億 | 0.99% | +783,781+4.3% | 加碼 |
| Price T Rowe Associates Inc | 17,899,934 | $27.8 億 | 0.26% | −4,368,994−19.6% | 減碼 |
| UBS Group AG | 17,293,217 | $26.9 億 | 1.13% | −96,666−0.6% | 減碼 |
| Charles Schwab Investment Management Inc | 16,747,658 | $26.0 億 | 0.87% | +106,907+0.6% | 加碼 |
| Deutsche Bank AG | 14,710,814 | $22.9 億 | 1.11% | −1,075,251−6.8% | 減碼 |
| Invesco Ltd. | 14,360,849 | $22.3 億 | 0.55% | +776,638+5.7% | 加碼 |
| UBS Asset Management Americas Inc | 14,337,321 | $22.3 億 | 0.95% | −87,183−0.6% | 減碼 |
| Franklin Resources Inc | 13,688,590 | $21.3 億 | 0.81% | −6,938,137−33.6% | 減碼 |
| Goldman Sachs Group Inc | 12,835,384 | $20.0 億 | 0.54% | −242,775−1.9% | 減碼 |
| Primecap Management Co | 12,787,174 | $19.9 億 | 1.34% | −660,781−4.9% | 減碼 |
| Neuberger Berman Group LLC | 11,378,085 | $17.6 億 | 1.54% | +618,563+5.7% | 加碼 |
| Parametric Portfolio Associates LLC | 10,770,331 | $16.8 億 | 0.94% | +337,646+3.2% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 9,792,973 | $15.2 億 | 0.90% | −606,751−5.8% | 減碼 |
| Sanders Capital, LLC | 8,791,406 | $13.7 億 | 3.10% | −2,013,873−18.6% | 減碼 |
| Bank of Montreal | 8,379,876 | $13.0 億 | 0.68% | +1,193,019+16.6% | 加碼 |
| The PNC Financial Services Group, Inc. | 8,272,187 | $12.9 億 | 1.17% | −83,760−1.0% | 減碼 |
| Barclays PLC | 8,119,826 | $12.6 億 | 1.03% | +635,359+8.5% | 加碼 |
| Boston Partners | 7,936,114 | $12.3 億 | 1.57% | −466,110−5.5% | 減碼 |
| Raymond James & Associates | 7,468,744 | $11.6 億 | 1.06% | +848,386+12.8% | 加碼 |
| HSBC Holdings PLC | 7,196,474 | $11.2 億 | 1.33% | +1,538,716+27.2% | 加碼 |
| Eaton Vance Management | 7,085,150 | $11.0 億 | 1.49% | −437,789−5.8% | 減碼 |
| Fisher Asset Management, LLC | 6,904,377 | $10.7 億 | 0.67% | +212,570+3.2% | 加碼 |
| Manufacturers Life Insurance Company, The | 6,881,032 | $10.7 億 | 0.87% | −524,723−7.1% | 減碼 |
| California Public Employees Retirement System | 6,755,698 | $10.5 億 | 0.79% | −176,835−2.6% | 減碼 |
| Clearbridge Investments, LLC | 6,613,016 | $10.3 億 | 0.72% | +661,400+11.1% | 加碼 |
| Alliancebernstein L.P. | 6,565,403 | $10.2 億 | 0.41% | −556,027−7.8% | 減碼 |
| Credit Suisse AG | 6,586,666 | $10.2 億 | 0.79% | +45,181+0.7% | 加碼 |
| New York State Common Retirement Fund | 6,413,639 | $9.98 億 | 1.03% | −52,261−0.8% | 減碼 |
| Principal Financial Group Inc | 6,265,543 | $9.75 億 | 0.63% | −442,825−6.6% | 減碼 |
| American Century Companies Inc | 6,147,281 | $9.56 億 | 0.65% | +184,553+3.1% | 加碼 |
| Putnam Investments LLC | 6,079,761 | $9.46 億 | 1.47% | +6,082+0.1% | 加碼 |
| Bessemer Group Inc | 5,868,350 | $9.13 億 | 1.98% | +649,906+12.5% | 加碼 |
| Davis Selected Advisers | 5,705,379 | $8.87 億 | 3.65% | −655,327−10.3% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,686,638 | $8.84 億 | 1.47% | −2,315,750−28.9% | 減碼 |
| Schroder Investment Management Group | 5,641,368 | $8.77 億 | 1.10% | +509,277+9.9% | 加碼 |
| California State Teachers Retirement System | 5,466,298 | $8.50 億 | 1.07% | −291,203−5.1% | 減碼 |
| Citigroup Inc | 5,372,044 | $8.36 億 | 0.74% | −1,263,100−19.0% | 減碼 |
| Baird Financial Group, Inc. | 5,353,102 | $8.33 億 | 2.16% | +20,185+0.4% | 加碼 |
| Prudential Financial Inc | 5,067,376 | $7.88 億 | 1.08% | −39,664−0.8% | 減碼 |
| Canada Pension Plan Investment Board | 5,040,921 | $7.84 億 | 0.94% | +460,482+10.1% | 加碼 |
| Rhumbline Advisers | 4,989,953 | $7.76 億 | 1.02% | −298,420−5.6% | 減碼 |
| Allianz Asset Management GmbH | 4,962,007 | $7.72 億 | 0.69% | −2,552,474−34.0% | 減碼 |
| APG Asset Management N.V. | 5,820,045 | $7.63 億 | 1.30% | −871,555−13.0% | 減碼 |
| Nordea Investment Management AB | 4,848,567 | $7.54 億 | 1.01% | −118,646−2.4% | 減碼 |
| Swedbank AB | 4,844,963 | $7.54 億 | 1.41% | +230,324+5.0% | 加碼 |
| CIBC Private Wealth Group, LLC | 4,783,561 | $7.44 億 | 1.71% | +8,930+0.2% | 加碼 |
| Ensign Peak Advisors, Inc | 4,669,583 | $7.26 億 | 1.47% | −275,200−5.6% | 減碼 |
| Mackenzie Financial Corp | 4,663,345 | $7.25 億 | 1.01% | +73,838+1.6% | 加碼 |
| BNP Paribas Arbitrage, SA | 4,227,920 | $6.58 億 | 1.27% | −277,210−6.2% | 減碼 |
| Stifel Financial Corp | 4,209,236 | $6.55 億 | 0.98% | +61,581+1.5% | 加碼 |
| Janus Henderson Group PLC | 4,191,955 | $6.52 億 | 0.28% | +125,741+3.1% | 加碼 |
| TD Asset Management Inc | 4,280,447 | $6.50 億 | 0.66% | −715,212−14.3% | 減碼 |
| Fayez Sarofim & Co | 4,127,797 | $6.42 億 | 2.15% | −3,224−0.1% | 減碼 |
| FIL Ltd | 3,977,793 | $6.19 億 | 0.66% | −109,389−2.7% | 減碼 |
| Aristotle Capital Management, LLC | 3,934,410 | $6.12 億 | 1.17% | −3,568,264−47.6% | 減碼 |
| US Bancorp | 3,823,381 | $5.95 億 | 1.11% | −47,560−1.2% | 減碼 |
| Amundi | 3,815,646 | $5.93 億 | 0.41% | +3,815,646 | 新進 |
| Lazard Asset Management LLC | 3,806,848 | $5.92 億 | 0.66% | −40,184−1.0% | 減碼 |
| Bahl & Gaynor Inc | 3,767,631 | $5.86 億 | 3.57% | −13,273−0.4% | 減碼 |
| New York State Teachers Retirement System | 3,755,592 | $5.84 億 | 1.22% | −176,751−4.5% | 減碼 |
| National Pension Service | 3,750,575 | $5.83 億 | 1.11% | +48,955+1.3% | 加碼 |
| State Board of Administration of Florida Retirement System | 3,716,828 | $5.78 億 | 1.09% | −215,565−5.5% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 3,617,001 | $5.63 億 | 1.25% | +1,386,752+62.2% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 3,488,342 | $5.43 億 | 1.11% | +137,537+4.1% | 加碼 |
| Envestnet Asset Management Inc | 3,370,383 | $5.24 億 | 0.30% | +123,559+3.8% | 加碼 |
| Standard Life Aberdeen plc | 3,356,229 | $5.22 億 | 1.14% | −99,243−2.9% | 減碼 |
| Barrow Hanley Mewhinney & Strauss LLC | 3,233,389 | $5.03 億 | 1.61% | −840,577−20.6% | 減碼 |
| Robeco Institutional Asset Management B.V. | 3,191,779 | $4.96 億 | 1.10% | −547,750−14.6% | 減碼 |
| Korea Investment CORP | 3,071,178 | $4.78 億 | 1.37% | +47,590+1.6% | 加碼 |
| Susquehanna International Group, LLP | 2,996,895 | $4.66 億 | 0.51% | +1,476,965+97.2% | 加碼 |
| Toronto Dominion Bank | 3,321,581 | $4.62 億 | 0.72% | +175,835+5.6% | 加碼 |
| Brandywine Global Investment Management, LLC | 2,943,104 | $4.58 億 | 3.39% | +62,964+2.2% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 2,934,266 | $4.56 億 | 0.89% | +95,400+3.4% | 加碼 |
| KBC Group NV | 2,932,298 | $4.56 億 | 1.64% | +110,112+3.9% | 加碼 |
| Truist Financial Corp | 2,889,213 | $4.49 億 | 0.74% | +54,574+1.9% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 2,818,282 | $4.38 億 | 1.49% | −65,043−2.3% | 減碼 |
| Gardner Russo & Quinn LLC大師Gardner Russo & Quinn | 2,788,140 | $4.34 億 | 3.66% | −291,655−9.5% | 減碼 |
| First Republic Investment Management, Inc. | 2,781,235 | $4.33 億 | 1.12% | +190,979+7.4% | 加碼 |
| Thornburg Investment Management Inc | 2,697,287 | $4.20 億 | 4.82% | −217,242−7.5% | 減碼 |
| JPMorgan Chase & Co | 2,673,896 | $4.16 億 | 0.05% | −113,579−4.1% | 減碼 |