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 4 季 13F 持有人
JPMorgan Chase & Co 在 2022/12/31 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
- 3,629
- 較 2022 年第 3 季 +297 家
- 持有股數
- 20.8 億
- 較 2022 年第 3 季 +5,510 萬 (+2.7%)
- 總市值
- $2,783 億
- 較 2022 年第 3 季 +$666.7 億 (+31.5%)
- 新進機構
- 424
- 另有 1,518 家加碼
- 清倉機構
- 127
- 另有 1,368 家減碼
另有 64 家機構在 2022 年第 3 季持有、還沒有申報 2022 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 |
2022 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 2022 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 274,622,643 | $368.3 億 | 1.00% | +2,082,860+0.8% | 加碼 |
| BlackRock Inc. | 194,926,991 | $261.4 億 | 0.82% | −2,936,091−1.5% | 減碼 |
| State Street Corp | 129,737,805 | $174.0 億 | 1.02% | +825,193+0.6% | 加碼 |
| Morgan Stanley | 59,049,256 | $79.2 億 | 0.90% | +8,088,433+15.9% | 加碼 |
| Bank of America Corp | 55,563,473 | $74.5 億 | 0.94% | +2,174,203+4.1% | 加碼 |
| Capital World Investors | 53,067,936 | $71.2 億 | 1.52% | +14,077,797+36.1% | 加碼 |
| Geode Capital Management, LLC | 51,248,625 | $68.6 億 | 0.96% | +1,082,325+2.2% | 加碼 |
| FMR LLC | 44,808,692 | $60.1 億 | 0.60% | +5,495,694+14.0% | 加碼 |
| Capital International Investors | 42,700,392 | $57.3 億 | 1.54% | +2,525,447+6.3% | 加碼 |
| Wellington Management Group LLP | 40,070,126 | $53.7 億 | 1.08% | +1,929,600+5.1% | 加碼 |
| Northern Trust Corp | 33,717,576 | $45.2 億 | 0.95% | −295,480−0.9% | 減碼 |
| Massachusetts Financial Services Co | 32,217,307 | $43.2 億 | 1.51% | −653,960−2.0% | 減碼 |
| Bank of New York Mellon Corp | 30,883,408 | $41.4 億 | 0.95% | +2,890,252+10.3% | 加碼 |
| Price T Rowe Associates Inc | 30,484,094 | $40.9 億 | 0.66% | +12,654,947+71.0% | 加碼 |
| Norges Bank | 29,042,851 | $38.9 億 | 0.94% | +1,634,846+6.0% | 加碼 |
| Wells Fargo & Company | 25,523,800 | $34.2 億 | 1.08% | −170,888−0.7% | 減碼 |
| Royal Bank of Canada | 22,502,279 | $30.2 億 | 0.92% | +717,310+3.3% | 加碼 |
| Ameriprise Financial Inc | 22,414,557 | $30.1 億 | 1.03% | −596,189−2.6% | 減碼 |
| Dimensional Fund Advisors LP | 21,398,480 | $28.7 億 | 1.01% | +313,922+1.5% | 加碼 |
| Charles Schwab Investment Management Inc | 20,082,403 | $26.6 億 | 0.86% | +513,422+2.6% | 加碼 |
| Legal & General Group Plc | 18,945,740 | $25.4 億 | 0.98% | −1,160,572−5.8% | 減碼 |
| UBS Group AG | 17,240,500 | $23.1 億 | 1.11% | +898,628+5.5% | 加碼 |
| Capital Research Global Investors | 16,719,169 | $22.4 億 | 0.68% | +3,805,200+29.5% | 加碼 |
| Deutsche Bank AG | 16,294,783 | $21.9 億 | 1.26% | −62,760−0.4% | 減碼 |
| Nuveen Asset Management, LLC | 15,262,262 | $20.5 億 | 0.79% | −344,521−2.2% | 減碼 |
| Goldman Sachs Group Inc | 15,243,235 | $20.4 億 | 0.58% | −724,886−4.5% | 減碼 |
| Franklin Resources Inc | 15,027,879 | $20.2 億 | 1.05% | +3,264,482+27.8% | 加碼 |
| Invesco Ltd. | 13,802,666 | $18.5 億 | 0.54% | +439,245+3.3% | 加碼 |
| Neuberger Berman Group LLC | 13,210,728 | $17.7 億 | 1.74% | +961,065+7.8% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 12,862,947 | $17.2 億 | 3.06% | +737,141+6.1% | 加碼 |
| UBS Asset Management Americas Inc | 11,026,194 | $14.8 億 | 0.78% | +612,776+5.9% | 加碼 |
| Boston Partners | 9,766,485 | $13.1 億 | 1.77% | −297,433−3.0% | 減碼 |
| Primecap Management Co | 9,258,371 | $12.4 億 | 1.14% | −655,728−6.6% | 減碼 |
| Sanders Capital, LLC | 8,620,628 | $11.6 億 | 3.03% | −264,794−3.0% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 8,620,328 | $11.6 億 | 0.92% | −102,154−1.2% | 減碼 |
| Janus Henderson Group PLC | 8,557,505 | $11.5 億 | 0.82% | +2,780,896+48.1% | 加碼 |
| Raymond James & Associates | 8,556,458 | $11.5 億 | 1.05% | +626,078+7.9% | 加碼 |
| California Public Employees Retirement System | 8,273,191 | $11.1 億 | 0.95% | +1,681,593+25.5% | 加碼 |
| Fisher Asset Management, LLC | 8,119,251 | $10.9 億 | 0.74% | +263,567+3.4% | 加碼 |
| Bank of Montreal | 7,582,667 | $10.2 億 | 0.80% | +281,833+3.9% | 加碼 |
| The PNC Financial Services Group, Inc. | 7,389,435 | $9.91 億 | 0.95% | −34,562−0.5% | 減碼 |
| Clearbridge Investments, LLC | 7,388,689 | $9.91 億 | 0.98% | +1,226,423+19.9% | 加碼 |
| Barclays PLC | 6,802,149 | $9.12 億 | 0.79% | −1,268,970−15.7% | 減碼 |
| HSBC Holdings PLC | 6,747,402 | $9.03 億 | 1.12% | +1,327,113+24.5% | 加碼 |
| Alliancebernstein L.P. | 6,501,232 | $8.72 億 | 0.39% | +179,428+2.8% | 加碼 |
| Baird Financial Group, Inc. | 6,200,393 | $8.31 億 | 2.19% | +646,762+11.6% | 加碼 |
| American Century Companies Inc | 6,038,968 | $8.10 億 | 0.66% | −8,516−0.1% | 減碼 |
| Bessemer Group Inc | 5,984,996 | $8.03 億 | 1.95% | −92,753−1.5% | 減碼 |
| Credit Suisse AG | 5,967,099 | $8.00 億 | 0.86% | −579,994−8.9% | 減碼 |
| Principal Financial Group Inc | 5,950,195 | $7.98 億 | 0.60% | −373,577−5.9% | 減碼 |
| Manufacturers Life Insurance Company, The | 5,866,546 | $7.87 億 | 0.50% | −158,983−2.6% | 減碼 |
| Schroder Investment Management Group | 5,646,066 | $7.57 億 | 1.20% | +339,850+6.4% | 加碼 |
| Amundi | 5,374,403 | $7.50 億 | 0.41% | +623,230+13.1% | 加碼 |
| Rhumbline Advisers | 5,584,129 | $7.49 億 | 1.01% | +227,179+4.2% | 加碼 |
| New York State Common Retirement Fund | 5,452,358 | $7.31 億 | 1.00% | +35,082+0.6% | 加碼 |
| Cottage Street Advisors LLC | 4,100,117 | $6.74 億 | 6.99% | +4,064,396+11,378.2% | 加碼 |
| California State Teachers Retirement System | 5,015,253 | $6.73 億 | 1.06% | +69,018+1.4% | 加碼 |
| Ensign Peak Advisors, Inc | 5,002,663 | $6.71 億 | 1.51% | −98,967−1.9% | 減碼 |
| Fayez Sarofim & Co | 4,832,400 | $6.48 億 | 2.39% | −447,880−8.5% | 減碼 |
| Greenhaven Associates Inc大師Greenhaven | 4,795,784 | $6.43 億 | 11.42% | −25,200−0.5% | 減碼 |
| Voya Investment Management LLC | 4,759,474 | $6.38 億 | 0.74% | +10,116+0.2% | 加碼 |
| Envestnet Asset Management Inc | 4,729,191 | $6.34 億 | 0.33% | +323,779+7.3% | 加碼 |
| Stifel Financial Corp | 4,543,361 | $6.09 億 | 0.91% | +19,913+0.4% | 加碼 |
| US Bancorp | 4,282,405 | $5.74 億 | 1.02% | +597,825+16.2% | 加碼 |
| Davis Selected Advisers | 4,274,179 | $5.73 億 | 3.90% | −168,160−3.8% | 減碼 |
| Swedbank AB | 4,211,423 | $5.65 億 | 1.24% | +52,143+1.3% | 加碼 |
| Ontario Teachers Pension Plan Board | 4,152,060 | $5.57 億 | 5.93% | +4,152,060 | 新進 |
| APG Asset Management N.V. | 4,140,533 | $5.55 億 | 1.06% | +589,609+16.6% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 4,133,785 | $5.54 億 | 1.11% | +26,218+0.6% | 加碼 |
| Nordea Investment Management AB | 3,975,417 | $5.29 億 | 0.82% | −616,706−13.4% | 減碼 |
| FIL Ltd | 3,937,695 | $5.28 億 | 0.63% | −1,880,179−32.3% | 減碼 |
| National Pension Service | 3,910,773 | $5.24 億 | 1.03% | −4,632−0.1% | 減碼 |
| Public Investment Fund | 3,851,053 | $5.16 億 | 1.67% | 00.0% | 不變 |
| Prudential Financial Inc | 3,668,851 | $4.92 億 | 0.83% | −215,000−5.5% | 減碼 |
| JPMorgan Chase & Co | 3,555,281 | $4.77 億 | 0.07% | +232,991+7.0% | 加碼 |
| DekaBank Deutsche Girozentrale | 3,596,147 | $4.76 億 | 1.26% | +239,109+7.1% | 加碼 |
| Citigroup Inc | 3,495,279 | $4.69 億 | 0.66% | −1,465,549−29.5% | 減碼 |
| New York State Teachers Retirement System | 3,471,577 | $4.66 億 | 1.14% | −44,542−1.3% | 減碼 |
| TD Asset Management Inc | 3,444,238 | $4.62 億 | 0.57% | +268,483+8.5% | 加碼 |
| Federated Hermes, Inc. | 3,402,258 | $4.56 億 | 1.26% | +10,626+0.3% | 加碼 |
| Citadel Advisors LLC | 3,281,230 | $4.40 億 | 0.51% | −2,202,641−40.2% | 減碼 |
| State Board of Administration of Florida Retirement System | 3,189,136 | $4.28 億 | 1.05% | −37,510−1.2% | 減碼 |
| First Republic Investment Management, Inc. | 3,082,837 | $4.13 億 | 0.92% | −279,028−8.3% | 減碼 |
| Truist Financial Corp | 2,988,831 | $4.01 億 | 0.71% | +105,659+3.7% | 加碼 |
| Mackenzie Financial Corp | 2,886,247 | $3.87 億 | 0.65% | +41,380+1.5% | 加碼 |
| Toronto Dominion Bank | 2,983,399 | $3.85 億 | 0.58% | −61,901−2.0% | 減碼 |
| Korea Investment CORP | 2,849,296 | $3.82 億 | 1.20% | −312,988−9.9% | 減碼 |
| Capital Wealth Planning, LLC | 2,824,985 | $3.79 億 | 5.54% | +242,224+9.4% | 加碼 |
| Lord, Abbett & Co. LLC | 2,744,804 | $3.68 億 | 1.32% | +1,201,765+77.9% | 加碼 |
| Putnam Investments LLC | 2,729,775 | $3.66 億 | 0.64% | +19,082+0.7% | 加碼 |
| Brandywine Global Investment Management, LLC | 2,706,175 | $3.63 億 | 2.83% | +71,281+2.7% | 加碼 |
| LPL Financial LLC | 2,641,806 | $3.54 億 | 0.30% | +125,724+5.0% | 加碼 |
| Canada Pension Plan Investment Board | 2,591,842 | $3.48 億 | 0.62% | −1,378,200−34.7% | 減碼 |
| Allianz Asset Management GmbH | 2,541,971 | $3.41 億 | 0.76% | −404,436−13.7% | 減碼 |
| CIBC Private Wealth Group, LLC | 3,373,560 | $3.36 億 | 1.13% | +13,734+0.4% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 2,429,395 | $3.26 億 | 1.38% | −183,323−7.0% | 減碼 |
| HighTower Advisors, LLC | 2,391,341 | $3.20 億 | 0.73% | +96,811+4.2% | 加碼 |
| King Luther Capital Management Corp | 2,303,673 | $3.09 億 | 1.69% | −35,834−1.5% | 減碼 |
| Fifth Third Bancorp | 2,286,330 | $3.07 億 | 1.47% | +4,693+0.2% | 加碼 |
| Great West Life Assurance Co | 2,247,016 | $3.03 億 | 0.80% | −52,497−2.3% | 減碼 |