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。
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
- 3,520
- 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 1,275 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 | 5,157 | $6,437 億 |
| 2026 年第 1 季 | 5,103 | $5,721 億 |
| 2025 年第 4 季 | 5,155 | $6,395 億 |
| 2025 年第 3 季 | 4,766 | $6,180 億 |
| 2025 年第 2 季 | 4,753 | $5,824 億 |
| 2025 年第 1 季 | 4,680 | $4,946 億 |
| 2024 年第 4 季 | 4,680 | $4,900 億 |
| 2024 年第 3 季 | 4,216 | $4,294 億 |
| 2024 年第 2 季 | 4,182 | $4,162 億 |
| 2024 年第 1 季 | 4,121 | $4,145 億 |
| 2023 年第 4 季 | 4,002 | $3,518 億 |
| 2023 年第 3 季 | 3,711 | $2,970 億 |
| 2023 年第 2 季 | 3,673 | $2,976 億 |
| 2023 年第 1 季 | 3,613 | $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 | 3,520 | $2,789 億 |
| 2021 年第 4 季 | 3,595 | $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 |
|---|---|---|---|---|---|
| Macquarie Group Ltd | 878,586 | $1.20 億 | 0.11% | −1,352,502−60.6% | 減碼 |
| Pinebridge Investments, L.P. | 871,560 | $1.19 億 | 1.27% | +106,321+13.9% | 加碼 |
| Compagnie Lombard Odier SCmA | 853,412 | $1.16 億 | 2.46% | +34,324+4.2% | 加碼 |
| Voloridge Investment Management, LLC | 848,730 | $1.16 億 | 0.66% | +664,147+359.8% | 加碼 |
| Federated Hermes, Inc. | 847,283 | $1.16 億 | 0.26% | −69,399−7.6% | 減碼 |
| Capital International Inc | 840,239 | $1.15 億 | 1.28% | −165,552−16.5% | 減碼 |
| American International Group, Inc. | 830,917 | $1.13 億 | 0.62% | −23,952−2.8% | 減碼 |
| Northwestern Mutual Wealth Management Co | 823,157 | $1.12 億 | 0.18% | +48,058+6.2% | 加碼 |
| Eagle Asset Management Inc | 811,261 | $1.11 億 | 0.57% | −316,185−28.0% | 減碼 |
| Arizona State Retirement System | 810,922 | $1.11 億 | 0.89% | −7,474−0.9% | 減碼 |
| MetLife Investment Management | 803,758 | $1.10 億 | 0.71% | +150,815+23.1% | 加碼 |
| Douglass Winthrop Advisors, LLC | 796,741 | $1.09 億 | 2.57% | −1,096−0.1% | 減碼 |
| Quilter Plc | 783,556 | $1.07 億 | 2.90% | +76,665+10.8% | 加碼 |
| Guggenheim Capital LLC | 782,117 | $1.07 億 | 0.64% | −306,966−28.2% | 減碼 |
| Ceredex Value Advisors LLC | 773,295 | $1.05 億 | 1.27% | +773,295 | 新進 |
| DnB Asset Management AS | 772,771 | $1.05 億 | 0.63% | +87,101+12.7% | 加碼 |
| LGT Group Foundation | 770,099 | $1.04 億 | 2.44% | +53,992+7.5% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 754,786 | $1.03 億 | 0.60% | −164,572−17.9% | 減碼 |
| Gofen & Glossberg LLC | 754,941 | $1.03 億 | 2.35% | +1,584+0.2% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 754,698 | $1.03 億 | 0.22% | +70,796+10.4% | 加碼 |
| Amalgamated Bank | 746,047 | $1.02 億 | 0.79% | −48,576−6.1% | 減碼 |
| Amalgamated Financial Corp. | 746,047 | $1.02 億 | 0.81% | +746,047 | 新進 |
| State of Michigan Retirement System | 745,431 | $1.02 億 | 0.59% | +1,388+0.2% | 加碼 |
| USS Investment Management Ltd | 745,058 | $1.02 億 | 0.85% | −8,066−1.1% | 減碼 |
| Creative Planning | 744,971 | $1.02 億 | 0.16% | +168,682+29.3% | 加碼 |
| CIBC Asset Management Inc | 737,597 | $1.01 億 | 0.35% | +76,905+11.6% | 加碼 |
| SG Americas Securities, LLC | 732,240 | $9,982 萬 | 0.89% | +540,247+281.4% | 加碼 |
| Welch & Forbes LLC | 731,201 | $9,968 萬 | 1.57% | +15,804+2.2% | 加碼 |
| James Hambro & Partners | 728,522 | $9,931 萬 | 7.05% | +3,330+0.5% | 加碼 |
| United Capital Financial Advisers, LLC | 724,837 | $9,881 萬 | 0.48% | +1,513+0.2% | 加碼 |
| Bartlett & Co. LLC | 717,965 | $9,787 萬 | 1.71% | +38,401+5.7% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 717,965 | $9,787 萬 | 1.71% | +38,401+5.7% | 加碼 |
| AXA S.A. | 717,915 | $9,787 萬 | 0.28% | +51,023+7.7% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 699,978 | $9,542 萬 | 0.94% | −105,568−13.1% | 減碼 |
| MUFG Americas Holdings Corp | 690,366 | $9,411 萬 | 1.83% | +20,363+3.0% | 加碼 |
| Manning & Napier Group, LLC | 673,030 | $9,175 萬 | 0.87% | +154,291+29.7% | 加碼 |
| Segall Bryant & Hamill, LLC | 671,580 | $9,152 萬 | 0.88% | −13,568−2.0% | 減碼 |
| ADAMCAPITAL Gestao de Recursos Ltda. | 670,063 | $9,134 萬 | 21.43% | +152,665+29.5% | 加碼 |
| Comerica Bank | 693,111 | $9,120 萬 | 0.66% | +3,421+0.5% | 加碼 |
| NFJ Investment Group, LLC | 653,890 | $8,914 萬 | 1.81% | −95,371−12.7% | 減碼 |
| Federation des caisses Desjardins du Quebec | 651,813 | $8,886 萬 | 0.86% | +14,130+2.2% | 加碼 |
| Forsta Ap-Fonden | 651,600 | $8,883 萬 | 1.01% | −19,900−3.0% | 減碼 |
| Greenhaven Associates Inc大師Greenhaven | 647,011 | $8,820 萬 | 2.34% | +642,011+12,840.2% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 638,183 | $8,700 萬 | 0.43% | −162,033−20.2% | 減碼 |
| Oppenheimer Asset Management Inc. | 637,486 | $8,690 萬 | 1.23% | −25,088−3.8% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 631,685 | $8,611 萬 | 0.40% | +37,051+6.2% | 加碼 |
| Kovitz Investment Group Partners, LLC | 614,619 | $8,379 萬 | 1.60% | +10,260+1.7% | 加碼 |
| Williams Jones Wealth Management, LLC. | 612,444 | $8,349 萬 | 1.16% | −1,521−0.2% | 減碼 |
| Whittier Trust Co | 612,434 | $8,349 萬 | 1.41% | +3,801+0.6% | 加碼 |
| Handelsbanken Fonder AB | 609,539 | $8,309 萬 | 0.46% | +3,270+0.5% | 加碼 |
| Argent Capital Management LLC | 608,494 | $8,295 萬 | 2.61% | −159,065−20.7% | 減碼 |
| TCW Group Inc | 597,761 | $8,149 萬 | 0.78% | +2,531+0.4% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 591,054 | $8,067 萬 | 1.41% | −249,179−29.7% | 減碼 |
| Evercore Wealth Management, LLC | 591,270 | $8,060 萬 | 1.43% | +49,354+9.1% | 加碼 |
| Cooke & Bieler LP | 590,547 | $8,050 萬 | 0.71% | +186,523+46.2% | 加碼 |
| Wilkinson Global Asset Management LLC | 582,497 | $7,941 萬 | 5.11% | +4,342+0.8% | 加碼 |
| Peapack Gladstone Financial Corp | 577,927 | $7,910 萬 | 1.55% | +1,614+0.3% | 加碼 |
| Oregon Public Employees Retirement Fund | 572,138 | $7,799 萬 | 0.80% | +1,411+0.2% | 加碼 |
| Harel Insurance Investments & Financial Services Ltd. | 564,463 | $7,695 萬 | 1.26% | −5,602−1.0% | 減碼 |
| MML Investors Services, LLC | 562,428 | $7,667 萬 | 0.54% | +29,097+5.5% | 加碼 |
| Fort Washington Investment Advisors Inc | 560,287 | $7,638 萬 | 0.49% | −139,800−20.0% | 減碼 |
| Factory Mutual Insurance Co | 554,050 | $7,553 萬 | 1.02% | −40,000−6.7% | 減碼 |
| CCLA Investment Management Ltd | 544,217 | $7,421 萬 | 1.33% | −132,650−19.6% | 減碼 |
| Cornerstone Investment Partners, LLC | 544,308 | $7,420 萬 | 4.24% | +94,872+21.1% | 加碼 |
| Nissay Asset Management Corp | 539,299 | $7,352 萬 | 0.64% | −408,076−43.1% | 減碼 |
| Colony Group LLC | 534,673 | $7,289 萬 | 1.09% | +188,150+54.3% | 加碼 |
| Crawford Investment Counsel Inc | 529,536 | $7,219 萬 | 1.40% | +5,106+1.0% | 加碼 |
| HM Payson & Co | 529,355 | $7,216 萬 | 1.64% | −7,677−1.4% | 減碼 |
| Man Group plc | 528,016 | $7,198 萬 | 0.25% | +305,011+136.8% | 加碼 |
| Utah Retirement Systems | 524,169 | $7,146 萬 | 0.95% | −9,600−1.8% | 減碼 |
| Omers Administration Corp | 519,864 | $7,087 萬 | 0.91% | +338,400+186.5% | 加碼 |
| Beck Mack & Oliver LLC | 513,313 | $6,998 萬 | 1.75% | −20,064−3.8% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 512,605 | $6,988 萬 | 0.68% | −61,193−10.7% | 減碼 |
| Yousif Capital Management, LLC | 505,941 | $6,897 萬 | 0.75% | +5,822+1.2% | 加碼 |
| Mairs & Power Inc | 505,206 | $6,887 萬 | 0.69% | +261,525+107.3% | 加碼 |
| Westwood Holdings Group Inc. | 505,138 | $6,886 萬 | 0.64% | +177,625+54.2% | 加碼 |
| Prana Capital Management, LP | 499,824 | $6,814 萬 | 5.43% | +499,824 | 新進 |
| Gabelli Funds LLC | 496,642 | $6,770 萬 | 0.44% | +2,525+0.5% | 加碼 |
| Abeille Asset Management SA | 495,702 | $6,757 萬 | 1.93% | +495,702 | 新進 |
| Park National Corp | 494,928 | $6,747 萬 | 2.80% | −4,049−0.8% | 減碼 |
| Employees Retirement System of Texas | 491,400 | $6,699 萬 | 0.80% | −83,858−14.6% | 減碼 |
| Basswood Capital Management, L.L.C. | 491,000 | $6,693 萬 | 3.20% | 00.0% | 不變 |
| Boston Private Wealth LLC | 489,741 | $6,676 萬 | 0.90% | −1140.0% | 減碼 |
| Tiaa, FSB | 488,768 | $6,635 萬 | 0.23% | −87,793−15.2% | 減碼 |
| Stonegate Investment Group, LLC | 486,279 | $6,629 萬 | 2.18% | +15,363+3.3% | 加碼 |
| Umb Bank N A | 485,796 | $6,622 萬 | 0.88% | −25,728−5.0% | 減碼 |
| Dodge & Cox | 485,496 | $6,618 萬 | 0.04% | −39,340−7.5% | 減碼 |
| Gulf International Bank (UK) Ltd | 485,342 | $6,616 萬 | 0.99% | −1100.0% | 減碼 |
| EP Wealth Advisors, LLC | 484,418 | $6,604 萬 | 1.45% | +18,180+3.9% | 加碼 |
| PGGM Investments | 416,741 | $6,599 萬 | 0.33% | 00.0% | 不變 |
| Tredje AP-fonden | 484,014 | $6,598 萬 | 1.35% | +12,000+2.5% | 加碼 |
| RNC Capital Management LLC | 479,496 | $6,537 萬 | 3.32% | −15,150−3.1% | 減碼 |
| Bridgewater Associates, LP | 479,460 | $6,536 萬 | 0.26% | +216,411+82.3% | 加碼 |
| IFM Investors Pty Ltd | 474,403 | $6,467 萬 | 1.00% | +77,353+19.5% | 加碼 |
| Avalon Investment & Advisory | 471,136 | $6,423 萬 | 1.55% | +56,810+13.7% | 加碼 |
| Staley Capital Advisers Inc | 468,159 | $6,382 萬 | 3.22% | +8,101+1.8% | 加碼 |
| British Columbia Investment Management Corp | 456,760 | $6,227 萬 | 0.40% | −68,755−13.1% | 減碼 |
| Cerity Partners LLC | 466,425 | $6,203 萬 | 0.96% | +37,142+8.7% | 加碼 |
| Financial Counselors Inc | 453,969 | $6,189 萬 | 1.28% | +19,406+4.5% | 加碼 |
| GWM Advisors LLC | 452,650 | $6,171 萬 | 1.07% | +27,497+6.5% | 加碼 |