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 3 季 13F 持有人
JPMorgan Chase & Co 在 2021/9/30 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
- 3,239
- 較 2021 年第 2 季 +41 家
- 持有股數
- 20.9 億
- 較 2021 年第 2 季 −2,504 萬 (−1.2%)
- 總市值
- $3,420 億
- 較 2021 年第 2 季 +$133.9 億 (+4.1%)
- 新進機構
- 131
- 另有 1,512 家加碼
- 清倉機構
- 90
- 另有 1,228 家減碼
另有 48 家機構在 2021 年第 2 季持有、還沒有申報 2021 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 260,594,509 | $426.6 億 | 1.06% | −2,781,637−1.1% | 減碼 |
| BlackRock Inc. | 192,291,314 | $314.8 億 | 0.89% | −4,929,791−2.5% | 減碼 |
| State Street Corp | 139,443,025 | $228.3 億 | 1.21% | −2,304,320−1.6% | 減碼 |
| Capital World Investors | 74,302,154 | $121.6 億 | 2.08% | +2,764,341+3.9% | 加碼 |
| Bank of America Corp | 51,898,980 | $85.0 億 | 0.95% | +1,119,346+2.2% | 加碼 |
| Wellington Management Group LLP | 51,253,306 | $83.9 億 | 1.43% | −300,781−0.6% | 減碼 |
| Geode Capital Management, LLC | 47,118,935 | $76.9 億 | 1.04% | +541,152+1.2% | 加碼 |
| FMR LLC | 45,142,343 | $73.9 億 | 0.59% | −3,621,153−7.4% | 減碼 |
| Capital International Investors | 38,817,564 | $63.5 億 | 1.45% | −704,057−1.8% | 減碼 |
| Morgan Stanley | 38,201,840 | $62.5 億 | 0.84% | −86,737−0.2% | 減碼 |
| Northern Trust Corp | 37,193,937 | $60.9 億 | 1.08% | −2,027,852−5.2% | 減碼 |
| Capital Research Global Investors | 35,298,302 | $57.8 億 | 1.35% | −6,963,653−16.5% | 減碼 |
| Massachusetts Financial Services Co | 33,544,890 | $54.9 億 | 1.61% | +1,622,530+5.1% | 加碼 |
| Bank of New York Mellon Corp | 30,867,258 | $50.5 億 | 0.99% | −311,668−1.0% | 減碼 |
| Norges Bank | 26,736,992 | $43.8 億 | 0.97% | −1,662,149−5.9% | 減碼 |
| Wells Fargo & Company | 26,671,014 | $43.7 億 | 0.99% | +440,078+1.7% | 加碼 |
| Royal Bank of Canada | 25,475,123 | $41.7 億 | 1.17% | +508,495+2.0% | 加碼 |
| Ameriprise Financial Inc | 22,382,455 | $36.7 億 | 1.17% | +1,271,324+6.0% | 加碼 |
| Legal & General Group Plc | 19,491,076 | $31.9 億 | 1.04% | +523,388+2.8% | 加碼 |
| Dimensional Fund Advisors LP | 19,391,994 | $31.7 億 | 1.02% | −78,565−0.4% | 減碼 |
| Nuveen Asset Management, LLC | 17,896,414 | $29.3 億 | 0.92% | −1,142,436−6.0% | 減碼 |
| Charles Schwab Investment Management Inc | 17,528,772 | $28.7 億 | 0.94% | +781,114+4.7% | 加碼 |
| UBS Group AG | 16,231,005 | $26.6 億 | 1.11% | −1,062,212−6.1% | 減碼 |
| UBS Asset Management Americas Inc | 15,741,146 | $25.8 億 | 1.07% | +1,403,825+9.8% | 加碼 |
| Franklin Resources Inc | 15,516,265 | $25.4 億 | 0.96% | +1,827,675+13.4% | 加碼 |
| Invesco Ltd. | 15,452,988 | $25.3 億 | 0.64% | +1,092,139+7.6% | 加碼 |
| Deutsche Bank AG | 14,732,069 | $24.1 億 | 1.14% | +21,255+0.1% | 加碼 |
| Goldman Sachs Group Inc | 13,743,220 | $22.5 億 | 0.58% | +907,836+7.1% | 加碼 |
| Primecap Management Co | 12,268,504 | $20.1 億 | 1.42% | −518,670−4.1% | 減碼 |
| Price T Rowe Associates Inc | 11,841,992 | $19.4 億 | 0.18% | −6,057,942−33.8% | 減碼 |
| Neuberger Berman Group LLC | 11,687,223 | $19.0 億 | 1.66% | +309,138+2.7% | 加碼 |
| Parametric Portfolio Associates LLC | 11,116,024 | $18.2 億 | 1.03% | +345,693+3.2% | 加碼 |
| Barclays PLC | 9,985,134 | $16.3 億 | 1.16% | +1,865,308+23.0% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 9,816,075 | $16.1 億 | 2.59% | +4,129,437+72.6% | 加碼 |
| Bank of Montreal | 9,185,928 | $15.3 億 | 0.76% | +806,052+9.6% | 加碼 |
| Sanders Capital, LLC | 9,072,784 | $14.9 億 | 3.37% | +281,378+3.2% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 8,939,557 | $14.6 億 | 0.91% | −853,416−8.7% | 減碼 |
| Boston Partners | 8,024,077 | $13.1 億 | 1.66% | +87,963+1.1% | 加碼 |
| The PNC Financial Services Group, Inc. | 7,946,745 | $13.0 億 | 1.20% | −325,442−3.9% | 減碼 |
| Raymond James & Associates | 7,596,656 | $12.4 億 | 1.12% | +127,912+1.7% | 加碼 |
| Alliancebernstein L.P. | 7,264,833 | $11.9 億 | 0.47% | +699,430+10.7% | 加碼 |
| Fisher Asset Management, LLC | 7,109,289 | $11.6 億 | 0.72% | +204,912+3.0% | 加碼 |
| Eaton Vance Management | 7,136,594 | $11.6 億 | 1.61% | +51,444+0.7% | 加碼 |
| Manufacturers Life Insurance Company, The | 6,790,393 | $11.1 億 | 0.91% | −90,639−1.3% | 減碼 |
| American Century Companies Inc | 6,746,105 | $11.0 億 | 0.76% | +598,824+9.7% | 加碼 |
| California Public Employees Retirement System | 6,656,004 | $10.9 億 | 0.81% | −99,694−1.5% | 減碼 |
| Clearbridge Investments, LLC | 6,647,351 | $10.9 億 | 0.78% | +34,335+0.5% | 加碼 |
| Credit Suisse AG | 6,368,876 | $10.4 億 | 0.85% | −217,790−3.3% | 減碼 |
| Allianz Asset Management GmbH | 6,210,428 | $10.2 億 | 0.84% | +1,248,421+25.2% | 加碼 |
| New York State Common Retirement Fund | 6,208,158 | $10.2 億 | 1.08% | −205,481−3.2% | 減碼 |
| Principal Financial Group Inc | 6,193,267 | $10.1 億 | 0.66% | −72,276−1.2% | 減碼 |
| Putnam Investments LLC | 6,064,045 | $9.93 億 | 1.54% | −15,716−0.3% | 減碼 |
| Bessemer Group Inc | 5,932,996 | $9.71 億 | 2.07% | +64,646+1.1% | 加碼 |
| HSBC Holdings PLC | 5,689,620 | $9.35 億 | 1.07% | −1,506,854−20.9% | 減碼 |
| Canada Pension Plan Investment Board | 5,471,921 | $8.96 億 | 1.01% | +431,000+8.6% | 加碼 |
| Baird Financial Group, Inc. | 5,447,050 | $8.92 億 | 2.28% | +93,948+1.8% | 加碼 |
| California State Teachers Retirement System | 5,374,465 | $8.80 億 | 1.13% | −91,833−1.7% | 減碼 |
| Swedbank AB | 5,107,781 | $8.36 億 | 1.56% | +262,818+5.4% | 加碼 |
| Citigroup Inc | 5,018,042 | $8.21 億 | 0.82% | −354,002−6.6% | 減碼 |
| Davis Selected Advisers | 4,980,647 | $8.15 億 | 3.77% | −724,732−12.7% | 減碼 |
| Rhumbline Advisers | 4,893,453 | $8.01 億 | 1.08% | −96,500−1.9% | 減碼 |
| Nordea Investment Management AB | 4,829,443 | $7.99 億 | 1.04% | −19,124−0.4% | 減碼 |
| CIBC Private Wealth Group, LLC | 4,755,585 | $7.78 億 | 1.81% | −27,976−0.6% | 減碼 |
| APG Asset Management N.V. | 5,405,189 | $7.63 億 | 1.36% | −414,856−7.1% | 減碼 |
| Schroder Investment Management Group | 4,441,120 | $7.27 億 | 1.16% | −1,200,248−21.3% | 減碼 |
| Ensign Peak Advisors, Inc | 4,341,316 | $7.11 億 | 1.48% | −328,267−7.0% | 減碼 |
| Mackenzie Financial Corp | 4,315,529 | $7.06 億 | 1.00% | −347,816−7.5% | 減碼 |
| Stifel Financial Corp | 4,243,058 | $6.95 億 | 1.02% | +33,822+0.8% | 加碼 |
| Fayez Sarofim & Co | 4,135,275 | $6.77 億 | 2.24% | +7,478+0.2% | 加碼 |
| Prudential Financial Inc | 4,010,622 | $6.56 億 | 0.91% | −1,056,754−20.9% | 減碼 |
| TD Asset Management Inc | 3,958,992 | $6.48 億 | 0.67% | −321,455−7.5% | 減碼 |
| Amundi | 3,923,673 | $6.42 億 | 0.45% | +108,027+2.8% | 加碼 |
| Lazard Asset Management LLC | 3,923,190 | $6.42 億 | 0.72% | +116,342+3.1% | 加碼 |
| Janus Henderson Group PLC | 3,868,245 | $6.33 億 | 0.28% | −323,710−7.7% | 減碼 |
| US Bancorp | 3,779,409 | $6.19 億 | 1.16% | −43,972−1.2% | 減碼 |
| Bahl & Gaynor Inc | 3,755,236 | $6.15 億 | 3.77% | −12,395−0.3% | 減碼 |
| National Pension Service | 3,742,897 | $6.13 億 | 1.17% | −7,678−0.2% | 減碼 |
| FIL Ltd | 3,692,390 | $6.04 億 | 0.67% | −285,403−7.2% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 3,575,847 | $5.85 億 | 1.19% | +87,505+2.5% | 加碼 |
| State Board of Administration of Florida Retirement System | 3,557,230 | $5.82 億 | 1.13% | −159,598−4.3% | 減碼 |
| Envestnet Asset Management Inc | 3,547,601 | $5.81 億 | 0.32% | +177,218+5.3% | 加碼 |
| New York State Teachers Retirement System | 3,533,462 | $5.78 億 | 1.22% | −222,130−5.9% | 減碼 |
| Standard Life Aberdeen plc | 3,085,781 | $5.05 億 | 1.14% | −270,448−8.1% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 2,992,566 | $4.90 億 | 0.96% | +58,300+2.0% | 加碼 |
| KBC Group NV | 2,920,064 | $4.78 億 | 1.75% | −12,234−0.4% | 減碼 |
| First Republic Investment Management, Inc. | 2,872,327 | $4.70 億 | 1.15% | +91,092+3.3% | 加碼 |
| Barrow Hanley Mewhinney & Strauss LLC | 2,841,762 | $4.65 億 | 1.54% | −391,627−12.1% | 減碼 |
| Truist Financial Corp | 2,830,646 | $4.63 億 | 0.76% | −58,567−2.0% | 減碼 |
| Korea Investment CORP | 2,829,630 | $4.63 億 | 1.38% | −241,548−7.9% | 減碼 |
| BNP Paribas Arbitrage, SA | 2,760,516 | $4.52 億 | 1.07% | −1,467,404−34.7% | 減碼 |
| DekaBank Deutsche Girozentrale | 2,689,735 | $4.50 億 | 1.26% | +441,757+19.7% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 2,746,605 | $4.50 億 | 1.57% | −71,677−2.5% | 減碼 |
| JPMorgan Chase & Co | 2,721,004 | $4.45 億 | 0.06% | +47,108+1.8% | 加碼 |
| Brandywine Global Investment Management, LLC | 2,720,501 | $4.45 億 | 3.37% | −222,603−7.6% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 2,654,552 | $4.35 億 | 1.08% | −962,449−26.6% | 減碼 |
| AQR Capital Management LLC | 2,605,709 | $4.27 億 | 0.79% | −6,117−0.2% | 減碼 |
| Fiduciary Management Inc | 2,594,779 | $4.25 億 | 3.17% | −11,250−0.4% | 減碼 |
| Robeco Institutional Asset Management B.V. | 2,529,568 | $4.14 億 | 0.92% | −662,211−20.7% | 減碼 |
| Gardner Russo & Quinn LLC大師Gardner Russo & Quinn | 2,515,409 | $4.12 億 | 3.80% | −272,731−9.8% | 減碼 |
| Macquarie Group Ltd | 2,479,214 | $4.06 億 | 0.35% | −43,704−1.7% | 減碼 |