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 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 | 5,157 | $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 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 |
|---|---|---|---|---|---|
| Fiduciary Management Inc | 2,396,264 | $3.79 億 | 2.79% | −198,515−7.7% | 減碼 |
| Robeco Institutional Asset Management B.V. | 2,392,019 | $3.79 億 | 0.81% | −137,549−5.4% | 減碼 |
| Brown Advisory Inc | 2,385,540 | $3.78 億 | 0.47% | −1,298−0.1% | 減碼 |
| Gardner Russo & Quinn LLC大師Gardner Russo & Quinn | 2,344,257 | $3.71 億 | 3.31% | −171,152−6.8% | 減碼 |
| Toronto Dominion Bank | 2,694,249 | $3.71 億 | 0.50% | +116,091+4.5% | 加碼 |
| Keybank National Association | 2,292,631 | $3.63 億 | 1.45% | +6,743+0.3% | 加碼 |
| Macquarie Group Ltd | 2,231,088 | $3.53 億 | 0.29% | −248,126−10.0% | 減碼 |
| Mawer Investment Management Ltd. | 2,226,676 | $3.53 億 | 1.59% | +72,197+3.4% | 加碼 |
| Voya Investment Management LLC | 2,224,147 | $3.52 億 | 0.68% | +98,288+4.6% | 加碼 |
| Jennison Associates LLC | 2,214,926 | $3.51 億 | 0.22% | −7,251−0.3% | 減碼 |
| State of Wisconsin Investment Board | 2,181,859 | $3.45 億 | 0.67% | −67,800−3.0% | 減碼 |
| LPL Financial LLC | 2,157,286 | $3.42 億 | 0.29% | +179,052+9.1% | 加碼 |
| Public Employees Retirement System of Ohio | 2,100,586 | $3.33 億 | 1.12% | +220,549+11.7% | 加碼 |
| Cincinnati Insurance Co | 2,012,000 | $3.19 億 | 5.75% | 00.0% | 不變 |
| HighTower Advisors, LLC | 1,939,580 | $3.07 億 | 0.67% | +213,909+12.4% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 1,938,003 | $3.07 億 | 1.64% | −157,396−7.5% | 減碼 |
| Lord, Abbett & Co. LLC | 1,924,442 | $3.05 億 | 0.69% | −52,300−2.6% | 減碼 |
| Russell Investments Group, Ltd. | 1,915,499 | $3.03 億 | 0.48% | +72,544+3.9% | 加碼 |
| Public Employees Retirement Association of Colorado | 1,908,016 | $3.02 億 | 1.23% | +84,801+4.7% | 加碼 |
| Huntington National Bank | 1,889,688 | $2.99 億 | 2.72% | +17,243+0.9% | 加碼 |
| National Bank of Canada | 1,880,677 | $2.98 億 | 1.25% | +1,880,677 | 新進 |
| Thornburg Investment Management Inc | 1,877,467 | $2.97 億 | 3.49% | −28,384−1.5% | 減碼 |
| 1832 Asset Management L.P. | 1,786,861 | $2.87 億 | 0.51% | −343,857−16.1% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 1,803,950 | $2.86 億 | 0.60% | −132,747−6.9% | 減碼 |
| M&T Bank Corp | 1,788,615 | $2.83 億 | 1.19% | +3,098+0.2% | 加碼 |
| D. E. Shaw & Co., Inc. | 1,763,780 | $2.79 億 | 0.34% | +1,035,742+142.3% | 加碼 |
| Allspring Global Investments Holdings, LLC | 1,751,712 | $2.77 億 | 0.31% | +1,751,712 | 新進 |
| State of New Jersey Common Pension Fund D | 1,749,490 | $2.77 億 | 0.80% | −32,280−1.8% | 減碼 |
| Pzena Investment Management LLC | 1,744,422 | $2.76 億 | 1.04% | +28,183+1.6% | 加碼 |
| Cullen Capital Management LLC | 1,733,733 | $2.75 億 | 2.57% | −7,883−0.5% | 減碼 |
| First Trust Advisors LP | 1,731,499 | $2.74 億 | 0.27% | +258,123+17.5% | 加碼 |
| Blair William & Co | 1,728,015 | $2.74 億 | 0.86% | +71,192+4.3% | 加碼 |
| Mizuho Markets Americas LLC | 1,720,490 | $2.72 億 | 14.35% | −27,300−1.6% | 減碼 |
| Retirement Systems of Alabama | 1,677,981 | $2.66 億 | 0.93% | −66,238−3.8% | 減碼 |
| Pictet Asset Management SA | 1,655,672 | $2.62 億 | 0.26% | −217,235−11.6% | 減碼 |
| Aviva PLC | 1,652,155 | $2.62 億 | 1.10% | +1,525+0.1% | 加碼 |
| Victory Capital Management Inc | 1,585,747 | $2.51 億 | 0.23% | −289,057−15.4% | 減碼 |
| Public Sector Pension Investment Board | 1,569,521 | $2.49 億 | 1.35% | −381,260−19.5% | 減碼 |
| Storebrand Asset Management AS | 1,566,021 | $2.48 億 | 1.10% | +46,580+3.1% | 加碼 |
| Royal London Asset Management Ltd | 1,562,140 | $2.47 億 | 0.92% | −212,973−12.0% | 減碼 |
| Employees Provident Fund Board | 1,553,409 | $2.46 億 | 4.05% | 00.0% | 不變 |
| Rafferty Asset Management, LLC | 1,551,177 | $2.46 億 | 1.29% | +123,572+8.7% | 加碼 |
| Standard Life Aberdeen plc | 1,550,513 | $2.46 億 | 0.54% | −1,535,268−49.8% | 減碼 |
| Marshall Wace, LLP | 1,530,754 | $2.42 億 | 0.49% | +1,435,816+1,512.4% | 加碼 |
| Haverford Trust Co | 1,526,614 | $2.42 億 | 2.63% | −2,448−0.2% | 減碼 |
| Janney Montgomery Scott LLC | 1,525,920 | $2.42 億 | 0.94% | +48,585+3.3% | 加碼 |
| Altshuler Shaham Ltd | 1,522,259 | $2.41 億 | 5.09% | −260,121−14.6% | 減碼 |
| KBC Group NV | 1,512,820 | $2.40 億 | 0.79% | −1,407,244−48.2% | 減碼 |
| Asset Management One Co.,Ltd. | 1,505,496 | $2.39 億 | 0.83% | −15,267−1.0% | 減碼 |
| STRS Ohio | 1,505,419 | $2.38 億 | 0.83% | −20,922−1.4% | 減碼 |
| Panagora Asset Management Inc | 1,502,815 | $2.38 億 | 1.26% | −178,741−10.6% | 減碼 |
| Brave Warrior Advisors, LLC | 1,494,992 | $2.37 億 | 7.54% | −177,133−10.6% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,458,368 | $2.36 億 | 0.94% | +188,089+14.8% | 加碼 |
| Commonwealth Equity Services, LLC | 1,483,078 | $2.35 億 | 0.53% | +46,226+3.2% | 加碼 |
| Teacher Retirement System of Texas | 1,469,714 | $2.33 億 | 1.04% | +361,498+32.6% | 加碼 |
| Susquehanna International Group, LLP | 1,454,643 | $2.30 億 | 0.35% | +577,635+65.9% | 加碼 |
| Commerce Bank | 1,424,208 | $2.26 億 | 1.47% | +5,460+0.4% | 加碼 |
| Los Angeles Capital Management LLC | 1,418,481 | $2.25 億 | 0.84% | +186,371+15.1% | 加碼 |
| State of Tennessee, Treasury Department | 1,413,904 | $2.24 億 | 0.82% | −153,427−9.8% | 減碼 |
| Ci Investments Inc. | 1,413,706 | $2.23 億 | 0.77% | +7,684+0.5% | 加碼 |
| Jarislowsky, Fraser Ltd | 1,410,147 | $2.23 億 | 1.04% | −39,499−2.7% | 減碼 |
| Thrivent Financial for Lutherans | 1,406,769 | $2.22 億 | 0.43% | −241,920−14.7% | 減碼 |
| Millennium Management LLC | 1,395,019 | $2.21 億 | 0.24% | −108,881−7.2% | 減碼 |
| Regions Financial Corp | 1,363,579 | $2.16 億 | 1.68% | −16,802−1.2% | 減碼 |
| Rothschild & Co Asset Management US Inc. | 1,344,863 | $2.13 億 | 2.50% | −20,966−1.5% | 減碼 |
| Sarasin & Partners LLP | 1,342,148 | $2.13 億 | 1.94% | −148,004−9.9% | 減碼 |
| Capital Wealth Planning, LLC | 1,325,997 | $2.10 億 | 4.65% | +501,971+60.9% | 加碼 |
| Alleghany Corp | 1,318,998 | $2.09 億 | 6.07% | 00.0% | 不變 |
| Glenmede Trust Co NA | 1,316,426 | $2.08 億 | 0.99% | +54,040+4.3% | 加碼 |
| Treasurer of the State of North Carolina | 1,261,737 | $2.00 億 | 1.05% | −3,124−0.2% | 減碼 |
| Davenport & Co LLC | 1,251,235 | $1.98 億 | 1.33% | −35,251−2.7% | 減碼 |
| Epoch Investment Partners, Inc. | 1,221,439 | $1.93 億 | 0.98% | +16,209+1.3% | 加碼 |
| Scotia Capital Inc. | 1,199,988 | $1.90 億 | 1.26% | +52,613+4.6% | 加碼 |
| Natixis Advisors, L.P. | 1,188,455 | $1.88 億 | 0.72% | +55,744+4.9% | 加碼 |
| Kames Capital plc | 1,177,547 | $1.87 億 | 2.40% | −1,959−0.2% | 減碼 |
| RE Advisers Corp | 1,172,136 | $1.86 億 | 4.27% | −8,800−0.7% | 減碼 |
| CIBC World Markets Inc. | 1,159,833 | $1.84 億 | 0.61% | +8,238+0.7% | 加碼 |
| Mariner, LLC | 1,131,736 | $1.79 億 | 0.76% | +168,958+17.5% | 加碼 |
| Eagle Asset Management Inc | 1,127,446 | $1.79 億 | 0.78% | +2,259+0.2% | 加碼 |
| Capital Group Private Client Services, Inc. | 1,117,506 | $1.77 億 | 1.89% | −27,401−2.4% | 減碼 |
| Advisor Group Holdings, Inc. | 1,106,122 | $1.75 億 | 0.33% | +49,933+4.7% | 加碼 |
| Boston Trust Walden Corp | 1,106,417 | $1.75 億 | 1.41% | +49,197+4.7% | 加碼 |
| Agf Investments Inc. | 1,096,583 | $1.74 億 | 1.25% | −113,595−9.4% | 減碼 |
| Guggenheim Capital LLC | 1,089,083 | $1.72 億 | 0.90% | +686,222+170.3% | 加碼 |
| Bristol John W & Co Inc | 1,080,928 | $1.71 億 | 2.96% | −11,519−1.1% | 減碼 |
| Gateway Investment Advisers LLC | 1,078,077 | $1.71 億 | 1.63% | −18,929−1.7% | 減碼 |
| ProShare Advisors LLC | 1,075,126 | $1.70 億 | 0.33% | +175,433+19.5% | 加碼 |
| Calamos Advisors LLC | 1,047,784 | $1.66 億 | 0.67% | −179,722−14.6% | 減碼 |
| TD Waterhouse Canada Inc. | 916,803 | $1.65 億 | 1.61% | +916,803 | 新進 |
| Rockefeller Capital Management L.P. | 1,036,364 | $1.64 億 | 0.77% | +69,308+7.2% | 加碼 |
| Nomura Asset Management Co Ltd | 1,033,463 | $1.64 億 | 0.83% | +136,524+15.2% | 加碼 |
| Paralel Advisors LLC | 1,028,000 | $1.63 億 | 9.43% | +1,028,000 | 新進 |
| Capital International Inc | 1,005,791 | $1.59 億 | 1.48% | +184,140+22.4% | 加碼 |
| Smead Capital Management, Inc. | 998,230 | $1.58 億 | 4.11% | +178,160+21.7% | 加碼 |
| Artemis Investment Management LLP | 980,310 | $1.55 億 | 1.13% | −413,314−29.7% | 減碼 |
| ING Groep NV | 971,202 | $1.54 億 | 1.38% | +684,136+238.3% | 加碼 |
| Nissay Asset Management Corp | 947,375 | $1.50 億 | 1.15% | +82,952+9.6% | 加碼 |
| Nisa Investment Advisors, LLC | 1,003,537 | $1.49 億 | 1.12% | −17,086−1.7% | 減碼 |
| Bradley Foster & Sargent Inc | 930,386 | $1.47 億 | 3.05% | +18,031+2.0% | 加碼 |
| NN Investment Partners Holdings N.V. | 927,716 | $1.47 億 | 0.73% | −54,834−5.6% | 減碼 |