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 5,157 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 | 5,157 | $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 |
|---|---|---|---|---|---|
| Fiduciary Management Inc | 2,606,029 | $4.05 億 | 2.98% | −76,308−2.8% | 減碼 |
| AQR Capital Management LLC | 2,611,826 | $4.05 億 | 0.70% | +767,886+41.6% | 加碼 |
| Great West Life Assurance Co | 2,532,714 | $3.94 億 | 0.90% | −105,333−4.0% | 減碼 |
| Macquarie Group Ltd | 2,522,918 | $3.92 億 | 0.32% | +1,573,771+165.8% | 加碼 |
| WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST | 2,470,000 | $3.84 億 | 3.66% | 00.0% | 不變 |
| King Luther Capital Management Corp | 2,439,396 | $3.79 億 | 1.85% | +16,560+0.7% | 加碼 |
| Fifth Third Bancorp | 2,404,278 | $3.74 億 | 1.64% | +27,508+1.2% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 2,374,000 | $3.69 億 | 0.80% | +596,166+33.5% | 加碼 |
| Brown Advisory Inc | 2,369,466 | $3.69 億 | 0.56% | +5,095+0.2% | 加碼 |
| Jennison Associates LLC | 2,308,283 | $3.59 億 | 0.24% | +183,041+8.6% | 加碼 |
| Victory Capital Management Inc | 2,306,631 | $3.59 億 | 0.34% | +85,007+3.8% | 加碼 |
| Keybank National Association | 2,284,586 | $3.55 億 | 1.56% | −9,541−0.4% | 減碼 |
| Voya Investment Management LLC | 2,270,524 | $3.53 億 | 0.68% | −104,141−4.4% | 減碼 |
| Mawer Investment Management Ltd. | 2,268,161 | $3.53 億 | 1.75% | +53,087+2.4% | 加碼 |
| American International Group, Inc. | 2,220,291 | $3.45 億 | 1.38% | −150,493−6.3% | 減碼 |
| DekaBank Deutsche Girozentrale | 2,247,978 | $3.43 億 | 1.00% | −308,518−12.1% | 減碼 |
| State of Wisconsin Investment Board | 2,153,126 | $3.35 億 | 0.69% | −369,291−14.6% | 減碼 |
| Lord, Abbett & Co. LLC | 2,086,842 | $3.25 億 | 0.78% | −1,366,579−39.6% | 減碼 |
| Bank of Nova Scotia | 2,070,162 | $3.22 億 | 0.60% | −500,520−19.5% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 2,060,788 | $3.21 億 | 2.04% | +87,724+4.4% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 2,063,464 | $3.20 億 | 0.68% | −309,956−13.1% | 減碼 |
| Public Employees Retirement System of Ohio | 2,013,756 | $3.13 億 | 1.11% | +69,288+3.6% | 加碼 |
| Cincinnati Insurance Co | 2,012,000 | $3.13 億 | 6.32% | 00.0% | 不變 |
| CIBC World Markets Inc. | 1,948,487 | $3.03 億 | 0.89% | −33,125−1.7% | 減碼 |
| Russell Investments Group, Ltd. | 1,880,099 | $2.92 億 | 0.49% | +54,989+3.0% | 加碼 |
| Huntington National Bank | 1,865,682 | $2.90 億 | 2.90% | +86,929+4.9% | 加碼 |
| Public Employees Retirement Association of Colorado | 1,859,764 | $2.89 億 | 1.26% | −19,224−1.0% | 減碼 |
| Retirement Systems of Alabama | 1,853,088 | $2.88 億 | 1.04% | −53,448−2.8% | 減碼 |
| 1832 Asset Management L.P. | 1,870,022 | $2.88 億 | 0.56% | −2,157,056−53.6% | 減碼 |
| LPL Financial LLC | 1,850,287 | $2.88 億 | 0.29% | +144,938+8.5% | 加碼 |
| Brave Warrior Advisors, LLC | 1,847,337 | $2.87 億 | 9.86% | −334,876−15.3% | 減碼 |
| Royal London Asset Management Ltd | 1,827,850 | $2.84 億 | 1.16% | −50,641−2.7% | 減碼 |
| M&T Bank Corp | 1,824,755 | $2.84 億 | 1.25% | −104,114−5.4% | 減碼 |
| State of New Jersey Common Pension Fund D | 1,809,099 | $2.81 億 | 0.92% | −7,260−0.4% | 減碼 |
| Employees Provident Fund Board | 1,742,196 | $2.71 億 | 4.47% | 00.0% | 不變 |
| Mizuho Markets Americas LLC | 1,737,600 | $2.70 億 | 32.18% | +1,737,600 | 新進 |
| Cullen Capital Management LLC | 1,724,479 | $2.68 億 | 2.59% | −36,266−2.1% | 減碼 |
| Pictet Asset Management Ltd | 1,714,923 | $2.67 億 | 0.29% | −81,936−4.6% | 減碼 |
| Rafferty Asset Management, LLC | 1,708,686 | $2.66 億 | 1.67% | +178,706+11.7% | 加碼 |
| State of Tennessee, Treasury Department | 1,700,752 | $2.65 億 | 1.01% | −301,623−15.1% | 減碼 |
| Panagora Asset Management Inc | 1,688,393 | $2.63 億 | 1.41% | +245,331+17.0% | 加碼 |
| Pzena Investment Management LLC | 1,683,814 | $2.62 億 | 1.02% | +8,103+0.5% | 加碼 |
| HighTower Advisors, LLC | 1,654,623 | $2.58 億 | 0.75% | −30,851−1.8% | 減碼 |
| STRS Ohio | 1,630,128 | $2.54 億 | 0.91% | −50,311−3.0% | 減碼 |
| Jarislowsky, Fraser Ltd | 1,623,068 | $2.52 億 | 1.18% | −12,087−0.7% | 減碼 |
| Blair William & Co | 1,619,726 | $2.52 億 | 0.87% | −24,910−1.5% | 減碼 |
| Haverford Trust Co | 1,611,694 | $2.51 億 | 2.95% | +24,468+1.5% | 加碼 |
| Storebrand Asset Management AS | 1,603,071 | $2.49 億 | 1.21% | −5,657−0.4% | 減碼 |
| Asset Management One Co.,Ltd. | 1,590,642 | $2.47 億 | 0.92% | −10,209−0.6% | 減碼 |
| Public Sector Pension Investment Board | 1,585,331 | $2.47 億 | 1.55% | +185,960+13.3% | 加碼 |
| Thrivent Financial for Lutherans | 1,565,223 | $2.43 億 | 0.50% | +14,142+0.9% | 加碼 |
| Sarasin & Partners LLP | 1,534,551 | $2.39 億 | 2.49% | +30,816+2.0% | 加碼 |
| CIBC World Markets Corp | 1,500,115 | $2.33 億 | 1.63% | −1,110,611−42.5% | 減碼 |
| Agf Investments Inc. | 1,471,540 | $2.29 億 | 1.71% | −33,423−2.2% | 減碼 |
| Janney Montgomery Scott LLC | 1,451,517 | $2.26 億 | 1.00% | +18,877+1.3% | 加碼 |
| Regions Financial Corp | 1,418,815 | $2.21 億 | 1.91% | −59,040−4.0% | 減碼 |
| Commonwealth Equity Services, LLC | 1,399,827 | $2.18 億 | 0.55% | +23,837+1.7% | 加碼 |
| Commerce Bank | 1,394,980 | $2.17 億 | 1.54% | +30,130+2.2% | 加碼 |
| Rothschild & Co Asset Management US Inc. | 1,381,623 | $2.15 億 | 2.55% | +44,029+3.3% | 加碼 |
| Ci Investments Inc. | 1,365,248 | $2.12 億 | 0.78% | +2,452+0.2% | 加碼 |
| First Trust Advisors LP | 1,363,715 | $2.12 億 | 0.23% | +305,049+28.8% | 加碼 |
| Aviva PLC | 1,353,240 | $2.10 億 | 0.92% | −12,568−0.9% | 減碼 |
| Alleghany Corp | 1,318,998 | $2.05 億 | 6.11% | 00.0% | 不變 |
| Los Angeles Capital Management LLC | 1,283,321 | $2.00 億 | 0.88% | −163,216−11.3% | 減碼 |
| Glenmede Trust Co NA | 1,281,467 | $1.99 億 | 1.03% | −6,857−0.5% | 減碼 |
| Treasurer of the State of North Carolina | 1,274,391 | $1.98 億 | 1.15% | −14,270−1.1% | 減碼 |
| M&G Investment Management Ltd | 1,253,128 | $1.95 億 | 1.02% | +436,487+53.4% | 加碼 |
| Epoch Investment Partners, Inc. | 1,237,701 | $1.93 億 | 1.03% | −61,083−4.7% | 減碼 |
| Kames Capital plc | 1,233,399 | $1.92 億 | 2.72% | −149,804−10.8% | 減碼 |
| Davenport & Co LLC | 1,232,746 | $1.92 億 | 1.47% | +1,890+0.2% | 加碼 |
| RE Advisers Corp | 1,196,536 | $1.86 億 | 4.30% | −16,900−1.4% | 減碼 |
| Calamos Advisors LLC | 1,164,495 | $1.81 億 | 0.90% | +155,171+15.4% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,159,226 | $1.80 億 | 0.98% | +143,420+14.1% | 加碼 |
| Capital Bank & Trust Co | 1,151,445 | $1.79 億 | 2.08% | −31,583−2.7% | 減碼 |
| Nomura Asset Management Co Ltd | 1,150,392 | $1.79 億 | 1.04% | −23,705−2.0% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 1,138,124 | $1.77 億 | 1.09% | −34,498−2.9% | 減碼 |
| Natixis Advisors, L.P. | 1,122,137 | $1.75 億 | 0.82% | +13,594+1.2% | 加碼 |
| Eagle Asset Management Inc | 1,116,440 | $1.74 億 | 0.75% | −34,041−3.0% | 減碼 |
| Gateway Investment Advisers LLC | 1,109,981 | $1.73 億 | 1.77% | −2,743−0.2% | 減碼 |
| Bristol John W & Co Inc | 1,107,882 | $1.72 億 | 3.17% | −7,164−0.6% | 減碼 |
| Scotia Capital Inc. | 1,091,388 | $1.70 億 | 1.27% | +24,975+2.3% | 加碼 |
| Capital International Inc | 1,060,046 | $1.65 億 | 1.47% | −98,297−8.5% | 減碼 |
| Boston Trust Walden Corp | 1,054,407 | $1.64 億 | 1.46% | +43,408+4.3% | 加碼 |
| DnB Asset Management AS | 1,051,538 | $1.64 億 | 1.08% | −20,435−1.9% | 減碼 |
| Alps Advisors Inc | 1,033,180 | $1.61 億 | 1.42% | +1,900+0.2% | 加碼 |
| Advisor Group Holdings, Inc. | 1,029,426 | $1.60 億 | 0.35% | +31,419+3.1% | 加碼 |
| Nisa Investment Advisors, LLC | 1,029,812 | $1.60 億 | 1.00% | −66,813−6.1% | 減碼 |
| B. Metzler seel. Sohn & Co. Holding AG | 1,015,579 | $1.58 億 | 2.35% | −468,929−31.6% | 減碼 |
| AMP Capital Investors Ltd | 1,005,175 | $1.56 億 | 0.75% | +38,883+4.0% | 加碼 |
| Federated Hermes, Inc. | 977,521 | $1.52 億 | 0.28% | −281,516−22.4% | 減碼 |
| Sculptor Capital LP | 959,458 | $1.49 億 | 1.29% | −106,607−10.0% | 減碼 |
| MUFG Securities EMEA plc | 937,578 | $1.46 億 | 1.58% | +228,117+32.2% | 加碼 |
| Douglas Lane & Associates, LLC | 923,790 | $1.44 億 | 2.01% | −4,539−0.5% | 減碼 |
| Bradley Foster & Sargent Inc | 913,722 | $1.42 億 | 3.32% | +3,415+0.4% | 加碼 |
| ACR Alpine Capital Research, LLC | 898,903 | $1.40 億 | 7.68% | −18,928−2.1% | 減碼 |
| ProShare Advisors LLC | 894,891 | $1.39 億 | 0.41% | +48,937+5.8% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 894,292 | $1.39 億 | 1.27% | −36,200−3.9% | 減碼 |
| NN Investment Partners Holdings N.V. | 890,437 | $1.38 億 | 0.74% | +12,772+1.5% | 加碼 |
| Teacher Retirement System of Texas | 885,778 | $1.38 億 | 0.76% | +54,026+6.5% | 加碼 |
| Harel Insurance Investments & Financial Services Ltd. | 811,718 | $1.36 億 | 3.37% | −154,505−16.0% | 減碼 |