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 4 季 13F 持有人
JPMorgan Chase & Co 在 2021/12/31 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
- 3,594
- 較 2021 年第 3 季 +409 家
- 持有股數
- 20.9 億
- 較 2021 年第 3 季 +28.1 萬 (0.0%)
- 總市值
- $3,301 億
- 較 2021 年第 3 季 −$114.0 億 (−3.3%)
- 新進機構
- 497
- 另有 1,592 家加碼
- 清倉機構
- 88
- 另有 1,167 家減碼
另有 54 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 260,062,354 | $411.8 億 | 0.93% | −532,155−0.2% | 減碼 |
| BlackRock Inc. | 192,249,551 | $304.4 億 | 0.78% | −41,7630.0% | 減碼 |
| State Street Corp | 141,720,090 | $224.4 億 | 1.06% | +2,277,065+1.6% | 加碼 |
| Capital World Investors | 66,179,976 | $104.8 億 | 1.66% | −8,122,178−10.9% | 減碼 |
| Bank of America Corp | 50,798,782 | $80.4 億 | 0.87% | −1,100,198−2.1% | 減碼 |
| Wellington Management Group LLP | 48,455,308 | $76.7 億 | 1.23% | −2,797,998−5.5% | 減碼 |
| Geode Capital Management, LLC | 47,806,506 | $75.5 億 | 0.91% | +687,571+1.5% | 加碼 |
| FMR LLC | 45,937,504 | $72.7 億 | 0.54% | +795,161+1.8% | 加碼 |
| Morgan Stanley | 39,683,681 | $62.8 億 | 0.78% | +1,481,841+3.9% | 加碼 |
| Capital International Investors | 37,122,333 | $58.8 億 | 1.24% | −1,695,231−4.4% | 減碼 |
| Northern Trust Corp | 36,560,111 | $57.9 億 | 0.95% | −633,826−1.7% | 減碼 |
| Capital Research Global Investors | 35,020,429 | $55.5 億 | 1.23% | −277,873−0.8% | 減碼 |
| Massachusetts Financial Services Co | 33,384,700 | $52.9 億 | 1.45% | −160,190−0.5% | 減碼 |
| Bank of New York Mellon Corp | 30,541,576 | $48.4 億 | 0.87% | −325,682−1.1% | 減碼 |
| Royal Bank of Canada | 30,440,951 | $48.2 億 | 1.18% | +4,965,828+19.5% | 加碼 |
| Wells Fargo & Company | 26,028,563 | $41.2 億 | 1.07% | −642,451−2.4% | 減碼 |
| Norges Bank | 25,846,816 | $40.9 億 | 0.84% | −890,176−3.3% | 減碼 |
| Ameriprise Financial Inc | 22,869,001 | $36.1 億 | 1.00% | +486,546+2.2% | 加碼 |
| Legal & General Group Plc | 19,012,612 | $30.1 億 | 0.91% | −478,464−2.5% | 減碼 |
| Dimensional Fund Advisors LP | 18,483,213 | $29.3 億 | 0.88% | −908,781−4.7% | 減碼 |
| Charles Schwab Investment Management Inc | 17,802,465 | $28.2 億 | 0.83% | +273,693+1.6% | 加碼 |
| Nuveen Asset Management, LLC | 17,488,596 | $27.7 億 | 0.82% | −407,818−2.3% | 減碼 |
| Franklin Resources Inc | 16,709,915 | $26.5 億 | 0.95% | +1,193,650+7.7% | 加碼 |
| UBS Group AG | 15,999,870 | $25.3 億 | 1.00% | −231,135−1.4% | 減碼 |
| Deutsche Bank AG | 14,551,277 | $23.0 億 | 1.04% | −180,792−1.2% | 減碼 |
| Invesco Ltd. | 14,017,678 | $22.2 億 | 0.54% | −1,435,310−9.3% | 減碼 |
| Goldman Sachs Group Inc | 13,232,082 | $21.0 億 | 0.51% | −511,138−3.7% | 減碼 |
| UBS Asset Management Americas Inc | 12,799,273 | $20.3 億 | 0.78% | −2,941,873−18.7% | 減碼 |
| Neuberger Berman Group LLC | 12,621,360 | $19.9 億 | 1.56% | +934,137+8.0% | 加碼 |
| Primecap Management Co | 11,470,229 | $18.2 億 | 1.26% | −798,275−6.5% | 減碼 |
| Parametric Portfolio Associates LLC | 11,276,722 | $17.9 億 | 0.91% | +160,698+1.4% | 加碼 |
| Price T Rowe Associates Inc | 10,649,418 | $16.9 億 | 0.15% | −1,192,574−10.1% | 減碼 |
| Barclays PLC | 10,418,258 | $16.5 億 | 1.01% | +433,124+4.3% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 9,820,881 | $15.6 億 | 2.24% | +4,8060.0% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 9,190,707 | $14.6 億 | 0.88% | +251,150+2.8% | 加碼 |
| Sanders Capital, LLC | 8,631,596 | $13.7 億 | 2.79% | −441,188−4.9% | 減碼 |
| Bank of Montreal | 8,444,136 | $13.6 億 | 0.73% | −741,792−8.1% | 減碼 |
| The PNC Financial Services Group, Inc. | 7,935,945 | $12.6 億 | 1.04% | −10,800−0.1% | 減碼 |
| Boston Partners | 7,678,016 | $12.2 億 | 1.47% | −346,061−4.3% | 減碼 |
| Raymond James & Associates | 7,646,240 | $12.1 億 | 0.98% | +49,584+0.7% | 加碼 |
| Fisher Asset Management, LLC | 7,432,325 | $11.8 億 | 0.66% | +323,036+4.5% | 加碼 |
| Eaton Vance Management | 7,136,635 | $11.3 億 | 1.38% | +410.0% | 加碼 |
| American Century Companies Inc | 6,802,390 | $10.8 億 | 0.68% | +56,285+0.8% | 加碼 |
| Clearbridge Investments, LLC | 6,646,734 | $10.5 億 | 0.72% | −6170.0% | 減碼 |
| Allianz Asset Management GmbH | 6,568,574 | $10.4 億 | 0.76% | +358,146+5.8% | 加碼 |
| Alliancebernstein L.P. | 6,554,459 | $10.4 億 | 0.37% | −710,374−9.8% | 減碼 |
| Credit Suisse AG | 6,386,703 | $10.1 億 | 0.81% | +17,827+0.3% | 加碼 |
| California Public Employees Retirement System | 6,323,117 | $10.0 億 | 0.67% | −332,887−5.0% | 減碼 |
| Manufacturers Life Insurance Company, The | 6,186,796 | $9.80 億 | 0.60% | −603,597−8.9% | 減碼 |
| Putnam Investments LLC | 6,094,413 | $9.65 億 | 1.38% | +30,368+0.5% | 加碼 |
| Bessemer Group Inc | 6,029,146 | $9.55 億 | 1.91% | +96,150+1.6% | 加碼 |
| New York State Common Retirement Fund | 5,984,674 | $9.48 億 | 0.95% | −223,484−3.6% | 減碼 |
| Principal Financial Group Inc | 5,893,589 | $9.33 億 | 0.56% | −299,678−4.8% | 減碼 |
| Baird Financial Group, Inc. | 5,551,407 | $8.79 億 | 2.06% | +104,357+1.9% | 加碼 |
| Canada Pension Plan Investment Board | 5,413,365 | $8.57 億 | 0.91% | −58,556−1.1% | 減碼 |
| Schroder Investment Management Group | 5,393,466 | $8.54 億 | 1.16% | +952,346+21.4% | 加碼 |
| HSBC Holdings PLC | 5,381,122 | $8.54 億 | 0.91% | −308,498−5.4% | 減碼 |
| California State Teachers Retirement System | 5,360,358 | $8.49 億 | 0.99% | −14,107−0.3% | 減碼 |
| Citigroup Inc | 5,318,226 | $8.42 億 | 0.76% | +300,184+6.0% | 加碼 |
| Nordea Investment Management AB | 5,306,487 | $8.40 億 | 1.01% | +477,044+9.9% | 加碼 |
| Swedbank AB | 5,115,941 | $8.11 億 | 1.37% | +8,160+0.2% | 加碼 |
| GQG Partners LLC | 5,095,612 | $8.07 億 | 2.00% | +4,083,231+403.3% | 加碼 |
| Rhumbline Advisers | 4,890,114 | $7.74 億 | 0.95% | −3,339−0.1% | 減碼 |
| Davis Selected Advisers | 4,869,065 | $7.71 億 | 3.58% | −111,582−2.2% | 減碼 |
| Ensign Peak Advisors, Inc | 4,805,737 | $7.61 億 | 1.45% | +464,421+10.7% | 加碼 |
| CIBC Private Wealth Group, LLC | 4,802,380 | $7.60 億 | 1.58% | +46,795+1.0% | 加碼 |
| Bank of Nova Scotia | 4,698,083 | $7.44 億 | 1.08% | +2,475,826+111.4% | 加碼 |
| Fayez Sarofim & Co | 4,612,360 | $7.30 億 | 2.19% | +477,085+11.5% | 加碼 |
| Stifel Financial Corp | 4,522,584 | $7.16 億 | 0.95% | +279,526+6.6% | 加碼 |
| APG Asset Management N.V. | 4,770,933 | $6.64 億 | 1.13% | −634,256−11.7% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 4,043,247 | $6.40 億 | 1.37% | +1,388,695+52.3% | 加碼 |
| Prudential Financial Inc | 4,013,766 | $6.36 億 | 0.79% | +3,144+0.1% | 加碼 |
| Amundi | 3,720,399 | $6.26 億 | 0.40% | −203,274−5.2% | 減碼 |
| TD Asset Management Inc | 3,841,355 | $6.08 億 | 0.51% | −117,637−3.0% | 減碼 |
| Mackenzie Financial Corp | 3,813,196 | $6.04 億 | 0.81% | −502,333−11.6% | 減碼 |
| US Bancorp | 3,797,796 | $6.01 億 | 0.95% | +18,387+0.5% | 加碼 |
| Envestnet Asset Management Inc | 3,779,479 | $5.98 億 | 0.30% | +231,878+6.5% | 加碼 |
| National Pension Service | 3,666,472 | $5.81 億 | 1.01% | −76,425−2.0% | 減碼 |
| FIL Ltd | 3,653,291 | $5.78 億 | 0.59% | −39,099−1.1% | 減碼 |
| Bahl & Gaynor Inc | 3,642,671 | $5.77 億 | 3.22% | −112,565−3.0% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 3,630,088 | $5.75 億 | 1.07% | +54,241+1.5% | 加碼 |
| Janus Henderson Group PLC | 3,570,589 | $5.65 億 | 0.24% | −297,656−7.7% | 減碼 |
| State Board of Administration of Florida Retirement System | 3,532,691 | $5.59 億 | 1.00% | −24,539−0.7% | 減碼 |
| New York State Teachers Retirement System | 3,507,583 | $5.55 億 | 1.08% | −25,879−0.7% | 減碼 |
| Renaissance Technologies LLC | 3,341,486 | $5.29 億 | 0.66% | +3,138,200+1,543.7% | 加碼 |
| DekaBank Deutsche Girozentrale | 3,000,632 | $4.76 億 | 1.16% | +310,897+11.6% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 2,982,766 | $4.72 億 | 0.85% | −9,800−0.3% | 減碼 |
| First Republic Investment Management, Inc. | 2,981,631 | $4.72 億 | 1.02% | +109,304+3.8% | 加碼 |
| Truist Financial Corp | 2,935,090 | $4.65 億 | 0.71% | +104,444+3.7% | 加碼 |
| Korea Investment CORP | 2,925,170 | $4.63 億 | 1.20% | +95,540+3.4% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 2,735,112 | $4.33 億 | 1.40% | −11,493−0.4% | 減碼 |
| Barrow Hanley Mewhinney & Strauss LLC | 2,695,514 | $4.27 億 | 1.35% | −146,248−5.1% | 減碼 |
| Brandywine Global Investment Management, LLC | 2,690,770 | $4.26 億 | 3.04% | −29,731−1.1% | 減碼 |
| JPMorgan Chase & Co | 2,680,547 | $4.24 億 | 0.05% | −40,457−1.5% | 減碼 |
| Great West Life Assurance Co | 2,506,278 | $3.96 億 | 0.82% | +170,409+7.3% | 加碼 |
| WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST | 2,470,000 | $3.91 億 | 3.71% | 00.0% | 不變 |
| AQR Capital Management LLC | 2,454,587 | $3.89 億 | 0.70% | −151,122−5.8% | 減碼 |
| King Luther Capital Management Corp | 2,434,628 | $3.86 億 | 1.74% | −5,450−0.2% | 減碼 |
| Fifth Third Bancorp | 2,434,318 | $3.85 億 | 1.50% | +1,917+0.1% | 加碼 |
| CIBC World Markets Corp | 2,407,275 | $3.81 億 | 2.03% | +883,550+58.0% | 加碼 |