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。
2022 年第 1 季 13F 持有人
JPMorgan Chase & Co 在 2022/3/31 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
- 3,519
- 較 2021 年第 4 季 −25 家
- 持有股數
- 20.5 億
- 較 2021 年第 4 季 −3,942 萬 (−1.9%)
- 總市值
- $2,789 億
- 較 2021 年第 4 季 −$509.9 億 (−15.5%)
- 新進機構
- 154
- 另有 1,774 家加碼
- 清倉機構
- 179
- 另有 1,274 家減碼
另有 50 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 266,854,574 | $363.8 億 | 0.86% | +6,792,220+2.6% | 加碼 |
| BlackRock Inc. | 201,689,773 | $274.9 億 | 0.74% | +9,440,222+4.9% | 加碼 |
| State Street Corp | 140,760,796 | $191.9 億 | 0.95% | −959,294−0.7% | 減碼 |
| Bank of America Corp | 54,292,632 | $74.0 億 | 0.78% | +3,493,850+6.9% | 加碼 |
| Geode Capital Management, LLC | 48,488,366 | $65.9 億 | 0.82% | +681,860+1.4% | 加碼 |
| Capital World Investors | 45,163,645 | $61.6 億 | 1.06% | −21,016,331−31.8% | 減碼 |
| Wellington Management Group LLP | 43,145,696 | $58.8 億 | 1.01% | −5,309,612−11.0% | 減碼 |
| FMR LLC | 41,277,786 | $56.3 億 | 0.45% | −4,659,718−10.1% | 減碼 |
| Morgan Stanley | 39,489,308 | $53.8 億 | 0.73% | −194,373−0.5% | 減碼 |
| Capital Research Global Investors | 36,611,171 | $49.9 億 | 1.23% | +1,590,742+4.5% | 加碼 |
| Northern Trust Corp | 35,922,627 | $49.0 億 | 0.86% | −637,484−1.7% | 減碼 |
| Massachusetts Financial Services Co | 33,370,953 | $45.5 億 | 1.35% | −13,7470.0% | 減碼 |
| Capital International Investors | 32,582,666 | $44.4 億 | 1.01% | −4,539,667−12.2% | 減碼 |
| Bank of New York Mellon Corp | 27,527,303 | $37.5 億 | 0.73% | −3,014,273−9.9% | 減碼 |
| Wells Fargo & Company | 26,685,896 | $36.4 億 | 0.96% | +657,333+2.5% | 加碼 |
| Norges Bank | 26,051,982 | $35.5 億 | 0.77% | +205,166+0.8% | 加碼 |
| Price T Rowe Associates Inc | 25,688,817 | $35.0 億 | 0.35% | +15,039,399+141.2% | 加碼 |
| Ameriprise Financial Inc | 22,204,460 | $30.2 億 | 0.89% | −664,541−2.9% | 減碼 |
| Royal Bank of Canada | 21,259,221 | $29.0 億 | 0.77% | −9,181,730−30.2% | 減碼 |
| Legal & General Group Plc | 20,309,443 | $27.7 億 | 0.84% | +1,296,831+6.8% | 加碼 |
| Dimensional Fund Advisors LP | 19,360,635 | $26.4 億 | 0.82% | +877,422+4.7% | 加碼 |
| Charles Schwab Investment Management Inc | 18,607,661 | $25.4 億 | 0.76% | +805,196+4.5% | 加碼 |
| UBS Group AG | 17,348,121 | $23.6 億 | 1.01% | +1,348,251+8.4% | 加碼 |
| Franklin Resources Inc | 16,303,526 | $22.2 億 | 0.89% | −406,389−2.4% | 減碼 |
| Nuveen Asset Management, LLC | 15,721,834 | $22.0 億 | 0.71% | −1,766,762−10.1% | 減碼 |
| Deutsche Bank AG | 15,187,175 | $20.7 億 | 0.97% | +635,898+4.4% | 加碼 |
| Goldman Sachs Group Inc | 14,417,654 | $19.7 億 | 0.50% | +1,185,572+9.0% | 加碼 |
| Invesco Ltd. | 13,007,052 | $17.7 億 | 0.45% | −1,010,626−7.2% | 減碼 |
| Neuberger Berman Group LLC | 12,760,127 | $17.4 億 | 1.47% | +138,767+1.1% | 加碼 |
| UBS Asset Management Americas Inc | 11,307,303 | $15.4 億 | 0.66% | −1,491,970−11.7% | 減碼 |
| Parametric Portfolio Associates LLC | 11,052,296 | $15.1 億 | 0.79% | −224,426−2.0% | 減碼 |
| Primecap Management Co | 10,433,139 | $14.2 億 | 1.07% | −1,037,090−9.0% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 9,344,970 | $12.7 億 | 1.95% | −475,911−4.8% | 減碼 |
| Sanders Capital, LLC | 8,682,576 | $11.8 億 | 2.57% | +50,980+0.6% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 8,520,940 | $11.6 億 | 0.77% | −669,767−7.3% | 減碼 |
| Eaton Vance Management | 7,849,269 | $10.7 億 | 1.23% | +712,634+10.0% | 加碼 |
| The PNC Financial Services Group, Inc. | 7,845,493 | $10.7 億 | 0.94% | −90,452−1.1% | 減碼 |
| Raymond James & Associates | 7,832,558 | $10.7 億 | 0.90% | +186,318+2.4% | 加碼 |
| Fisher Asset Management, LLC | 7,760,086 | $10.6 億 | 0.62% | +327,761+4.4% | 加碼 |
| Boston Partners | 7,727,646 | $10.5 億 | 1.27% | +49,630+0.6% | 加碼 |
| Bank of Montreal | 6,731,750 | $9.64 億 | 0.55% | −1,712,386−20.3% | 減碼 |
| Credit Suisse AG | 6,539,717 | $8.91 億 | 0.77% | +153,014+2.4% | 加碼 |
| American Century Companies Inc | 6,500,783 | $8.86 億 | 0.61% | −301,607−4.4% | 減碼 |
| Barclays PLC | 6,445,891 | $8.79 億 | 0.71% | −3,972,367−38.1% | 減碼 |
| Principal Financial Group Inc | 6,328,952 | $8.63 億 | 0.54% | +435,363+7.4% | 加碼 |
| Clearbridge Investments, LLC | 6,262,588 | $8.54 億 | 0.64% | −384,146−5.8% | 減碼 |
| Alliancebernstein L.P. | 6,211,684 | $8.47 億 | 0.33% | −342,775−5.2% | 減碼 |
| Putnam Investments LLC | 6,149,100 | $8.38 億 | 1.27% | +54,687+0.9% | 加碼 |
| Citigroup Inc | 6,132,151 | $8.36 億 | 0.87% | +813,925+15.3% | 加碼 |
| Bessemer Group Inc | 6,125,667 | $8.35 億 | 1.75% | +96,521+1.6% | 加碼 |
| Manufacturers Life Insurance Company, The | 6,115,296 | $8.34 億 | 0.55% | −71,500−1.2% | 減碼 |
| Allianz Asset Management GmbH | 6,040,145 | $8.23 億 | 0.65% | −528,429−8.0% | 減碼 |
| New York State Common Retirement Fund | 6,018,583 | $8.20 億 | 0.88% | +33,909+0.6% | 加碼 |
| Schroder Investment Management Group | 5,820,804 | $8.18 億 | 1.08% | +427,338+7.9% | 加碼 |
| California Public Employees Retirement System | 5,934,710 | $8.09 億 | 0.63% | −388,407−6.1% | 減碼 |
| Baird Financial Group, Inc. | 5,402,565 | $7.36 億 | 1.82% | −148,842−2.7% | 減碼 |
| Nordea Investment Management AB | 5,125,549 | $7.17 億 | 0.90% | −180,938−3.4% | 減碼 |
| Swedbank AB | 5,149,907 | $7.02 億 | 1.30% | +33,966+0.7% | 加碼 |
| California State Teachers Retirement System | 5,027,815 | $6.85 億 | 0.90% | −332,543−6.2% | 減碼 |
| Fayez Sarofim & Co | 5,009,043 | $6.83 億 | 2.16% | +396,683+8.6% | 加碼 |
| Rhumbline Advisers | 4,986,902 | $6.80 億 | 0.88% | +96,788+2.0% | 加碼 |
| HSBC Holdings PLC | 4,800,745 | $6.62 億 | 0.91% | −580,377−10.8% | 減碼 |
| Ensign Peak Advisors, Inc | 4,787,163 | $6.53 億 | 1.33% | −18,574−0.4% | 減碼 |
| Davis Selected Advisers | 4,647,137 | $6.33 億 | 3.20% | −221,928−4.6% | 減碼 |
| Stifel Financial Corp | 4,511,994 | $6.15 億 | 0.84% | −10,590−0.2% | 減碼 |
| APG Asset Management N.V. | 4,552,842 | $5.58 億 | 1.05% | −218,091−4.6% | 減碼 |
| Prudential Financial Inc | 4,020,934 | $5.48 億 | 0.73% | +7,168+0.2% | 加碼 |
| Envestnet Asset Management Inc | 3,966,614 | $5.41 億 | 0.27% | +187,135+5.0% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 3,873,106 | $5.28 億 | 1.00% | +243,018+6.7% | 加碼 |
| FIL Ltd | 3,816,716 | $5.20 億 | 0.53% | +163,425+4.5% | 加碼 |
| US Bancorp | 3,776,490 | $5.15 億 | 0.86% | −21,306−0.6% | 減碼 |
| Canada Pension Plan Investment Board | 3,723,542 | $5.08 億 | 0.68% | −1,689,823−31.2% | 減碼 |
| TD Asset Management Inc | 3,642,256 | $4.97 億 | 0.45% | −199,099−5.2% | 減碼 |
| CIBC Private Wealth Group, LLC | 3,627,270 | $4.94 億 | 1.08% | −1,175,110−24.5% | 減碼 |
| Amundi | 3,742,741 | $4.91 億 | 0.33% | +22,342+0.6% | 加碼 |
| National Pension Service | 3,580,412 | $4.88 億 | 0.89% | −86,060−2.3% | 減碼 |
| New York State Teachers Retirement System | 3,525,216 | $4.81 億 | 0.98% | +17,633+0.5% | 加碼 |
| State Board of Administration of Florida Retirement System | 3,479,179 | $4.74 億 | 0.92% | −53,512−1.5% | 減碼 |
| Janus Henderson Group PLC | 3,457,314 | $4.71 億 | 0.23% | −113,275−3.2% | 減碼 |
| Bank of Nova Scotia | 3,373,966 | $4.60 億 | 0.78% | −1,324,117−28.2% | 減碼 |
| Korea Investment CORP | 3,293,261 | $4.49 億 | 1.11% | +368,091+12.6% | 加碼 |
| First Republic Investment Management, Inc. | 3,242,003 | $4.42 億 | 0.96% | +260,372+8.7% | 加碼 |
| DekaBank Deutsche Girozentrale | 2,995,302 | $4.21 億 | 1.03% | −5,330−0.2% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 2,956,961 | $4.03 億 | 1.45% | −1,086,286−26.9% | 減碼 |
| Mackenzie Financial Corp | 2,911,600 | $3.97 億 | 0.53% | −901,596−23.6% | 減碼 |
| Truist Financial Corp | 2,870,164 | $3.91 億 | 0.62% | −64,926−2.2% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 2,869,666 | $3.91 億 | 0.74% | −113,100−3.8% | 減碼 |
| JPMorgan Chase & Co | 2,782,379 | $3.79 億 | 0.05% | +101,832+3.8% | 加碼 |
| Bahl & Gaynor Inc | 2,779,953 | $3.79 億 | 2.79% | −862,718−23.7% | 減碼 |
| Brandywine Global Investment Management, LLC | 2,737,896 | $3.73 億 | 2.73% | +47,126+1.8% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 2,664,092 | $3.63 億 | 0.45% | +2,628,701+7,427.6% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 2,607,177 | $3.55 億 | 1.22% | −127,935−4.7% | 減碼 |
| Great West Life Assurance Co | 2,357,389 | $3.37 億 | 0.70% | −148,889−5.9% | 減碼 |
| WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST | 2,470,000 | $3.37 億 | 3.52% | 00.0% | 不變 |
| King Luther Capital Management Corp | 2,427,971 | $3.31 億 | 1.61% | −6,657−0.3% | 減碼 |
| Brown Advisory Inc | 2,383,209 | $3.25 億 | 0.48% | −2,331−0.1% | 減碼 |
| Fifth Third Bancorp | 2,376,567 | $3.24 億 | 1.32% | −57,751−2.4% | 減碼 |
| Toronto Dominion Bank | 2,334,290 | $3.18 億 | 0.48% | −359,959−13.4% | 減碼 |
| AQR Capital Management LLC | 2,325,183 | $3.17 億 | 0.60% | −129,404−5.3% | 減碼 |
| LPL Financial LLC | 2,312,928 | $3.15 億 | 0.27% | +155,642+7.2% | 加碼 |