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 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 | 5,157 | $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 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 |
|---|---|---|---|---|---|
| WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST | 2,470,000 | $4.04 億 | 4.00% | 00.0% | 不變 |
| King Luther Capital Management Corp | 2,440,078 | $3.99 億 | 1.96% | +6820.0% | 加碼 |
| Fifth Third Bancorp | 2,432,401 | $3.98 億 | 1.73% | +28,123+1.2% | 加碼 |
| Brown Advisory Inc | 2,386,838 | $3.91 億 | 0.58% | +17,372+0.7% | 加碼 |
| Great West Life Assurance Co | 2,335,869 | $3.85 億 | 0.90% | −196,845−7.8% | 減碼 |
| Keybank National Association | 2,285,888 | $3.74 億 | 1.63% | +1,302+0.1% | 加碼 |
| State of Wisconsin Investment Board | 2,249,659 | $3.68 億 | 0.76% | +96,533+4.5% | 加碼 |
| Bank of Nova Scotia | 2,222,257 | $3.65 億 | 0.67% | +152,095+7.3% | 加碼 |
| Toronto Dominion Bank | 2,578,158 | $3.64 億 | 0.57% | −743,423−22.4% | 減碼 |
| Jennison Associates LLC | 2,222,177 | $3.64 億 | 0.24% | −86,106−3.7% | 減碼 |
| 1832 Asset Management L.P. | 2,130,718 | $3.55 億 | 0.67% | +260,696+13.9% | 加碼 |
| Mawer Investment Management Ltd. | 2,154,479 | $3.53 億 | 1.69% | −113,682−5.0% | 減碼 |
| Voya Investment Management LLC | 2,125,859 | $3.48 億 | 0.70% | −144,665−6.4% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 2,095,399 | $3.43 億 | 2.13% | +34,611+1.7% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 2,076,920 | $3.40 億 | 0.72% | −297,080−12.5% | 減碼 |
| Cincinnati Insurance Co | 2,012,000 | $3.29 億 | 6.70% | 00.0% | 不變 |
| Altshuler Shaham Ltd | 1,782,380 | $3.29 億 | 2.45% | +1,782,337+4,144,969.8% | 加碼 |
| LPL Financial LLC | 1,978,234 | $3.24 億 | 0.30% | +127,947+6.9% | 加碼 |
| Lord, Abbett & Co. LLC | 1,976,742 | $3.24 億 | 0.77% | −110,100−5.3% | 減碼 |
| Public Sector Pension Investment Board | 1,950,781 | $3.19 億 | 1.89% | +365,450+23.1% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 1,936,697 | $3.17 億 | 0.69% | −126,767−6.1% | 減碼 |
| Thornburg Investment Management Inc | 1,905,851 | $3.12 億 | 3.83% | −791,436−29.3% | 減碼 |
| Public Employees Retirement System of Ohio | 1,880,037 | $3.08 億 | 1.09% | −133,719−6.6% | 減碼 |
| Victory Capital Management Inc | 1,874,804 | $3.07 億 | 0.30% | −431,827−18.7% | 減碼 |
| Pictet Asset Management SA | 1,872,907 | $3.07 億 | 0.34% | +1,872,907 | 新進 |
| Huntington National Bank | 1,872,445 | $3.07 億 | 3.06% | +6,763+0.4% | 加碼 |
| Russell Investments Group, Ltd. | 1,842,955 | $3.02 億 | 0.51% | −37,144−2.0% | 減碼 |
| Public Employees Retirement Association of Colorado | 1,823,215 | $2.98 億 | 1.31% | −36,549−2.0% | 減碼 |
| M&T Bank Corp | 1,785,517 | $2.92 億 | 1.32% | −39,238−2.2% | 減碼 |
| State of New Jersey Common Pension Fund D | 1,781,770 | $2.92 億 | 0.90% | −27,329−1.5% | 減碼 |
| Royal London Asset Management Ltd | 1,775,113 | $2.91 億 | 1.18% | −52,737−2.9% | 減碼 |
| Mizuho Markets Americas LLC | 1,747,790 | $2.86 億 | 22.98% | +10,190+0.6% | 加碼 |
| Retirement Systems of Alabama | 1,744,219 | $2.86 億 | 1.07% | −108,869−5.9% | 減碼 |
| Cullen Capital Management LLC | 1,741,616 | $2.85 億 | 2.80% | +17,137+1.0% | 加碼 |
| HighTower Advisors, LLC | 1,725,671 | $2.82 億 | 0.76% | +71,048+4.3% | 加碼 |
| Pzena Investment Management LLC | 1,716,239 | $2.81 億 | 1.11% | +32,425+1.9% | 加碼 |
| Panagora Asset Management Inc | 1,681,556 | $2.75 億 | 1.47% | −6,837−0.4% | 減碼 |
| Brave Warrior Advisors, LLC | 1,672,125 | $2.74 億 | 9.58% | −175,212−9.5% | 減碼 |
| Blair William & Co | 1,656,823 | $2.71 億 | 0.92% | +37,097+2.3% | 加碼 |
| Aviva PLC | 1,650,630 | $2.70 億 | 1.21% | +297,390+22.0% | 加碼 |
| Thrivent Financial for Lutherans | 1,648,689 | $2.70 億 | 0.55% | +83,466+5.3% | 加碼 |
| State of Tennessee, Treasury Department | 1,567,331 | $2.57 億 | 1.00% | −133,421−7.8% | 減碼 |
| Employees Provident Fund Board | 1,553,409 | $2.54 億 | 4.20% | −188,787−10.8% | 減碼 |
| Haverford Trust Co | 1,529,062 | $2.50 億 | 2.99% | −82,632−5.1% | 減碼 |
| STRS Ohio | 1,526,341 | $2.50 億 | 0.94% | −103,787−6.4% | 減碼 |
| CIBC World Markets Corp | 1,523,725 | $2.49 億 | 1.70% | +23,610+1.6% | 加碼 |
| Asset Management One Co.,Ltd. | 1,520,763 | $2.49 億 | 0.95% | −69,879−4.4% | 減碼 |
| Storebrand Asset Management AS | 1,519,441 | $2.49 億 | 1.22% | −83,630−5.2% | 減碼 |
| Millennium Management LLC | 1,503,900 | $2.46 億 | 0.33% | +1,052,124+232.9% | 加碼 |
| Sarasin & Partners LLP | 1,490,152 | $2.44 億 | 2.46% | −44,399−2.9% | 減碼 |
| Janney Montgomery Scott LLC | 1,477,335 | $2.42 億 | 1.03% | +25,818+1.8% | 加碼 |
| First Trust Advisors LP | 1,473,376 | $2.41 億 | 0.26% | +109,661+8.0% | 加碼 |
| Jarislowsky, Fraser Ltd | 1,449,646 | $2.37 億 | 1.16% | −173,422−10.7% | 減碼 |
| Commonwealth Equity Services, LLC | 1,436,852 | $2.35 億 | 0.59% | +37,025+2.6% | 加碼 |
| Rafferty Asset Management, LLC | 1,427,605 | $2.34 億 | 1.60% | −281,081−16.5% | 減碼 |
| Commerce Bank | 1,418,748 | $2.32 億 | 1.64% | +23,768+1.7% | 加碼 |
| Ci Investments Inc. | 1,406,022 | $2.30 億 | 0.86% | +40,774+3.0% | 加碼 |
| Artemis Investment Management LLP | 1,393,624 | $2.28 億 | 1.80% | +718,500+106.4% | 加碼 |
| Regions Financial Corp | 1,380,381 | $2.26 億 | 1.95% | −38,434−2.7% | 減碼 |
| Rothschild & Co Asset Management US Inc. | 1,365,829 | $2.24 億 | 2.77% | −15,794−1.1% | 減碼 |
| Alleghany Corp | 1,318,998 | $2.16 億 | 6.66% | 00.0% | 不變 |
| M&G Investment Management Ltd | 1,291,061 | $2.12 億 | 1.03% | +37,933+3.0% | 加碼 |
| Davenport & Co LLC | 1,286,486 | $2.11 億 | 1.49% | +53,740+4.4% | 加碼 |
| Sculptor Capital LP | 1,278,761 | $2.09 億 | 1.94% | +319,303+33.3% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,270,279 | $2.08 億 | 1.02% | +111,053+9.6% | 加碼 |
| Treasurer of the State of North Carolina | 1,264,861 | $2.07 億 | 1.20% | −9,530−0.7% | 減碼 |
| Glenmede Trust Co NA | 1,262,386 | $2.07 億 | 1.07% | −19,081−1.5% | 減碼 |
| Los Angeles Capital Management LLC | 1,232,110 | $2.02 億 | 0.92% | −51,211−4.0% | 減碼 |
| Calamos Advisors LLC | 1,227,506 | $2.01 億 | 0.95% | +63,011+5.4% | 加碼 |
| Agf Investments Inc. | 1,210,178 | $1.98 億 | 1.52% | −261,362−17.8% | 減碼 |
| Epoch Investment Partners, Inc. | 1,205,230 | $1.97 億 | 1.10% | −32,471−2.6% | 減碼 |
| RE Advisers Corp | 1,180,936 | $1.93 億 | 4.70% | −15,600−1.3% | 減碼 |
| Kames Capital plc | 1,179,506 | $1.93 億 | 2.75% | −53,893−4.4% | 減碼 |
| CIBC World Markets Inc. | 1,151,595 | $1.89 億 | 0.68% | −796,892−40.9% | 減碼 |
| Scotia Capital Inc. | 1,147,375 | $1.88 億 | 1.39% | +55,987+5.1% | 加碼 |
| Capital Group Private Client Services, Inc. | 1,144,907 | $1.87 億 | 2.17% | +1,144,907 | 新進 |
| Natixis Advisors, L.P. | 1,132,711 | $1.85 億 | 0.76% | +10,574+0.9% | 加碼 |
| Eagle Asset Management Inc | 1,125,187 | $1.84 億 | 0.83% | +8,747+0.8% | 加碼 |
| Teacher Retirement System of Texas | 1,108,216 | $1.81 億 | 0.98% | +222,438+25.1% | 加碼 |
| Gateway Investment Advisers LLC | 1,097,006 | $1.80 億 | 1.87% | −12,975−1.2% | 減碼 |
| Bristol John W & Co Inc | 1,092,447 | $1.79 億 | 3.34% | −15,435−1.4% | 減碼 |
| B. Metzler seel. Sohn & Co. Holding AG | 1,079,324 | $1.77 億 | 2.58% | +63,745+6.3% | 加碼 |
| Advisor Group Holdings, Inc. | 1,056,189 | $1.73 億 | 0.36% | +26,763+2.6% | 加碼 |
| Boston Trust Walden Corp | 1,057,220 | $1.73 億 | 1.53% | +2,813+0.3% | 加碼 |
| DnB Asset Management AS | 1,056,998 | $1.73 億 | 1.12% | +5,460+0.5% | 加碼 |
| Alps Advisors Inc | 1,033,835 | $1.69 億 | 1.63% | +655+0.1% | 加碼 |
| Nisa Investment Advisors, LLC | 1,020,623 | $1.67 億 | 1.01% | −9,189−0.9% | 減碼 |
| GQG Partners LLC | 1,012,381 | $1.66 億 | 0.45% | +1,005,667+14,978.7% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 1,001,206 | $1.64 億 | 0.90% | −136,918−12.0% | 減碼 |
| NN Investment Partners Holdings N.V. | 982,550 | $1.61 億 | 0.89% | +92,113+10.3% | 加碼 |
| Rockefeller Capital Management L.P. | 967,056 | $1.58 億 | 0.83% | +104,236+12.1% | 加碼 |
| Mariner, LLC | 962,778 | $1.58 億 | 0.82% | +90,934+10.4% | 加碼 |
| Federated Hermes, Inc. | 927,052 | $1.52 億 | 0.29% | −50,469−5.2% | 減碼 |
| Douglas Lane & Associates, LLC | 921,217 | $1.51 億 | 2.16% | −2,573−0.3% | 減碼 |
| Bradley Foster & Sargent Inc | 912,355 | $1.49 億 | 3.51% | −1,367−0.1% | 減碼 |
| ADAMCAPITAL Gestao de Recursos Ltda. | 904,516 | $1.48 億 | 17.08% | +904,516 | 新進 |
| ProShare Advisors LLC | 899,693 | $1.47 億 | 0.41% | +4,802+0.5% | 加碼 |
| Personal Capital Advisors Corp | 899,526 | $1.47 億 | 0.74% | +31,027+3.6% | 加碼 |
| Nomura Asset Management Co Ltd | 896,939 | $1.47 億 | 0.83% | −253,453−22.0% | 減碼 |
| MUFG Securities EMEA plc | 895,515 | $1.47 億 | 1.92% | −42,063−4.5% | 減碼 |