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 3 季 13F 持有人
JPMorgan Chase & Co 在 2022/9/30 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
- 3,396
- 較 2022 年第 2 季 +13 家
- 持有股數
- 20.3 億
- 較 2022 年第 2 季 +170.0 萬 (+0.1%)
- 總市值
- $2,129 億
- 較 2022 年第 2 季 −$161.3 億 (−7.0%)
- 新進機構
- 136
- 另有 1,679 家加碼
- 清倉機構
- 123
- 另有 1,236 家減碼
另有 45 家機構在 2022 年第 2 季持有、還沒有申報 2022 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 | 5,103 | $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 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 2022 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Teacher Retirement System of Texas | 928,757 | $9,706 萬 | 0.70% | −3,062−0.3% | 減碼 |
| Northwestern Mutual Wealth Management Co | 916,272 | $9,575 萬 | 0.17% | +53,463+6.2% | 加碼 |
| Laurion Capital Management LP | 903,087 | $9,437 萬 | 2.62% | +865,022+2,272.5% | 加碼 |
| Creative Planning | 875,479 | $9,149 萬 | 0.16% | −76,633−8.0% | 減碼 |
| Public Sector Pension Investment Board | 868,450 | $9,075 萬 | 0.78% | −52,460−5.7% | 減碼 |
| Macquarie Group Ltd | 868,464 | $9,075 萬 | 0.11% | +6,027+0.7% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 849,595 | $8,936 萬 | 0.24% | +25,387+3.1% | 加碼 |
| Aviva PLC | 851,973 | $8,903 萬 | 0.51% | −63,356−6.9% | 減碼 |
| CIBC Asset Management Inc | 836,830 | $8,745 萬 | 0.39% | +41,359+5.2% | 加碼 |
| Comerica Bank | 706,902 | $8,651 萬 | 0.73% | +13,602+2.0% | 加碼 |
| Quilter Plc | 813,429 | $8,500 萬 | 3.05% | +14,334+1.8% | 加碼 |
| Barrow Hanley Mewhinney & Strauss LLC | 810,002 | $8,465 萬 | 0.35% | −6,079−0.7% | 減碼 |
| Arizona State Retirement System | 798,366 | $8,343 萬 | 0.86% | −11,725−1.4% | 減碼 |
| NFJ Investment Group, LLC | 801,815 | $8,325 萬 | 2.21% | −76,630−8.7% | 減碼 |
| Qube Research & Technologies Ltd | 795,462 | $8,313 萬 | 0.53% | +108,334+15.8% | 加碼 |
| State of Michigan Retirement System | 793,731 | $8,295 萬 | 0.61% | +1,000+0.1% | 加碼 |
| American International Group, Inc. | 782,526 | $8,177 萬 | 0.60% | −20,637−2.6% | 減碼 |
| MetLife Investment Management | 778,122 | $8,131 萬 | 0.68% | −12,714−1.6% | 減碼 |
| Compagnie Lombard Odier SCmA | 777,015 | $8,118 萬 | 2.34% | −61,080−7.3% | 減碼 |
| Altshuler Shaham Ltd | 752,268 | $7,986 萬 | 1.96% | −2,772,405−78.7% | 減碼 |
| Gofen & Glossberg LLC | 762,451 | $7,968 萬 | 2.25% | +850+0.1% | 加碼 |
| Amalgamated Bank | 753,840 | $7,878 萬 | 0.76% | +11,940+1.6% | 加碼 |
| James Hambro & Partners | 752,004 | $7,868 萬 | 6.87% | +2,065+0.3% | 加碼 |
| Penserra Capital Management LLC | 744,522 | $7,780 萬 | 2.21% | +151,581+25.6% | 加碼 |
| Morningstar Investment Services LLC | 620,598 | $7,733 萬 | 1.09% | +16,470+2.7% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 736,534 | $7,707 萬 | 0.62% | +19,234+2.7% | 加碼 |
| United Capital Financial Advisers, LLC | 736,286 | $7,694 萬 | 0.45% | −22,505−3.0% | 減碼 |
| Welch & Forbes LLC | 735,641 | $7,688 萬 | 1.50% | +4,989+0.7% | 加碼 |
| ProShare Advisors LLC | 732,300 | $7,652 萬 | 0.29% | −62,983−7.9% | 減碼 |
| Bartlett & Co. LLC | 719,914 | $7,523 萬 | 1.62% | −883−0.1% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 719,914 | $7,523 萬 | 1.62% | −883−0.1% | 減碼 |
| Federation des caisses Desjardins du Quebec | 718,112 | $7,504 萬 | 0.89% | +27,458+4.0% | 加碼 |
| Cerity Partners LLC | 717,073 | $7,494 萬 | 0.90% | −9,770−1.3% | 減碼 |
| Manning & Napier Group, LLC | 715,406 | $7,476 萬 | 0.98% | −18,358−2.5% | 減碼 |
| DnB Asset Management AS | 709,341 | $7,413 萬 | 0.57% | −30,883−4.2% | 減碼 |
| Junto Capital Management LP | 697,393 | $7,288 萬 | 2.03% | +697,393 | 新進 |
| Robeco Institutional Asset Management B.V. | 691,511 | $7,226 萬 | 0.23% | −361,077−34.3% | 減碼 |
| Pinebridge Investments, L.P. | 690,538 | $7,216 萬 | 0.93% | +330,371+91.7% | 加碼 |
| Segall Bryant & Hamill, LLC | 689,349 | $7,201 萬 | 0.86% | −1430.0% | 減碼 |
| MUFG Americas Holdings Corp | 677,719 | $7,082 萬 | 1.75% | −4,709−0.7% | 減碼 |
| Peapack Gladstone Financial Corp | 670,631 | $7,008 萬 | 1.43% | +94,769+16.5% | 加碼 |
| Oppenheimer Asset Management Inc. | 668,589 | $6,987 萬 | 1.23% | +39,311+6.2% | 加碼 |
| Cooke & Bieler LP | 668,142 | $6,982 萬 | 0.75% | +82,885+14.2% | 加碼 |
| Crawford Investment Counsel Inc | 667,965 | $6,980 萬 | 1.65% | +148,110+28.5% | 加碼 |
| LGT Group Foundation | 666,939 | $6,969 萬 | 2.72% | −90,710−12.0% | 減碼 |
| Captrust Financial Advisors | 659,016 | $6,887 萬 | 0.40% | +132,771+25.2% | 加碼 |
| Handelsbanken Fonder AB | 656,725 | $6,863 萬 | 0.46% | +34,775+5.6% | 加碼 |
| SEI Investments Co | 656,413 | $6,860 萬 | 0.15% | +19,165+3.0% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 650,887 | $6,802 萬 | 0.38% | −19,375−2.9% | 減碼 |
| Forsta Ap-Fonden | 644,500 | $6,735 萬 | 0.82% | +8,500+1.3% | 加碼 |
| Jane Street Group, LLC | 627,028 | $6,552 萬 | 0.12% | −349,973−35.8% | 減碼 |
| MML Investors Services, LLC | 625,076 | $6,532 萬 | 0.50% | +37,902+6.5% | 加碼 |
| Whittier Trust Co | 620,795 | $6,487 萬 | 1.36% | +6,563+1.1% | 加碼 |
| Williams Jones Wealth Management, LLC. | 614,732 | $6,424 萬 | 1.12% | +662+0.1% | 加碼 |
| Evercore Wealth Management, LLC | 597,351 | $6,242 萬 | 1.41% | +1970.0% | 加碼 |
| Argent Capital Management LLC | 594,938 | $6,217 萬 | 2.44% | −1,998−0.3% | 減碼 |
| ING Groep NV | 589,039 | $6,156 萬 | 1.03% | −28,041−4.5% | 減碼 |
| EP Wealth Advisors, LLC | 568,419 | $5,940 萬 | 1.35% | +42,122+8.0% | 加碼 |
| Wilkinson Global Asset Management LLC | 566,438 | $5,919 萬 | 5.33% | −622−0.1% | 減碼 |
| AXA S.A. | 560,819 | $5,861 萬 | 0.23% | −176,616−24.0% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 517,678 | $5,830 萬 | 0.73% | 00.0% | 不變 |
| Ceredex Value Advisors LLC | 557,467 | $5,826 萬 | 0.95% | +8,889+1.6% | 加碼 |
| Los Angeles Capital Management LLC | 554,925 | $5,799 萬 | 0.30% | −355,153−39.0% | 減碼 |
| Cornerstone Investment Partners, LLC | 544,670 | $5,692 萬 | 4.08% | −1,125−0.2% | 減碼 |
| Factory Mutual Insurance Co | 542,901 | $5,673 萬 | 0.93% | +8,151+1.5% | 加碼 |
| Simplex Trading, LLC | 538,019 | $5,622 萬 | 2.18% | −62,980−10.5% | 減碼 |
| CCLA Investment Management Ltd | 531,022 | $5,563 萬 | 1.34% | +531,022 | 新進 |
| Fort Washington Investment Advisors Inc | 531,767 | $5,557 萬 | 0.46% | +8,052+1.5% | 加碼 |
| Tredje AP-fonden | 531,375 | $5,553 萬 | 1.15% | +59,361+12.6% | 加碼 |
| Connectus Wealth, LLC | 528,751 | $5,526 萬 | 1.15% | −9,144−1.7% | 減碼 |
| Utah Retirement Systems | 522,969 | $5,465 萬 | 0.91% | +2,600+0.5% | 加碼 |
| Tiaa, FSB | 519,033 | $5,424 萬 | 0.23% | −3,303−0.6% | 減碼 |
| Nissay Asset Management Corp | 518,956 | $5,423 萬 | 0.57% | −103,028−16.6% | 減碼 |
| Stonegate Investment Group, LLC | 516,651 | $5,399 萬 | 2.48% | +6,782+1.3% | 加碼 |
| Boston Private Wealth LLC | 514,942 | $5,381 萬 | 0.79% | +16,365+3.3% | 加碼 |
| Ninety One UK Ltd | 513,271 | $5,364 萬 | 0.18% | −216,478−29.7% | 減碼 |
| Colony Group LLC | 509,141 | $5,321 萬 | 0.94% | −65,212−11.4% | 減碼 |
| IFM Investors Pty Ltd | 507,012 | $5,298 萬 | 0.96% | +7,984+1.6% | 加碼 |
| Park National Corp | 502,190 | $5,248 萬 | 2.63% | −667−0.1% | 減碼 |
| Beck Mack & Oliver LLC | 492,905 | $5,151 萬 | 1.66% | −12,564−2.5% | 減碼 |
| Financial Counselors Inc | 492,108 | $5,143 萬 | 1.27% | +6,430+1.3% | 加碼 |
| Basswood Capital Management, L.L.C. | 491,000 | $5,131 萬 | 3.77% | 00.0% | 不變 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 489,432 | $5,115 萬 | 1.17% | +31,978+7.0% | 加碼 |
| Staley Capital Advisers Inc | 489,321 | $5,113 萬 | 3.27% | +9,091+1.9% | 加碼 |
| Intech Investment Management LLC | 486,941 | $5,089 萬 | 0.38% | −75,207−13.4% | 減碼 |
| Gulf International Bank (UK) Ltd | 486,163 | $5,080 萬 | 0.96% | +421+0.1% | 加碼 |
| USS Investment Management Ltd | 484,437 | $5,068 萬 | 0.79% | −218,629−31.1% | 減碼 |
| Yousif Capital Management, LLC | 483,564 | $5,053 萬 | 0.72% | −7,692−1.6% | 減碼 |
| Umb Bank N A | 481,231 | $5,029 萬 | 0.85% | −4,965−1.0% | 減碼 |
| Schonfeld Strategic Advisors LLC | 480,186 | $5,018 萬 | 0.42% | +478,307+25,455.4% | 加碼 |
| TCW Group Inc | 469,547 | $4,907 萬 | 0.72% | −42,729−8.3% | 減碼 |
| Clark Capital Management Group, Inc. | 467,746 | $4,888 萬 | 0.64% | +14,255+3.1% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 467,285 | $4,883 萬 | 1.91% | +11,802+2.6% | 加碼 |
| Polaris Capital Management, LLC | 466,451 | $4,874 萬 | 1.91% | −2,700−0.6% | 減碼 |
| Kestra Advisory Services, LLC | 461,727 | $4,825 萬 | 0.52% | +29,728+6.9% | 加碼 |
| Employees Retirement System of Texas | 458,350 | $4,790 萬 | 0.73% | +8,950+2.0% | 加碼 |
| Advisors Capital Management, LLC | 357,168 | $4,783 萬 | 1.28% | +35,570+11.1% | 加碼 |
| E. Ohman J:or Asset Management AB | 455,831 | $4,763 萬 | 2.17% | +6,081+1.4% | 加碼 |
| Abeille Asset Management SA | 455,428 | $4,759 萬 | 1.85% | −11,863−2.5% | 減碼 |
| Virginia Retirement Systems Et Al | 455,358 | $4,758 萬 | 0.54% | +455,358 | 新進 |