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 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 | 5,157 | $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 |
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 |
|---|---|---|---|---|---|
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,204,611 | $2.98 億 | 0.81% | +246,200+12.6% | 加碼 |
| First Trust Advisors LP | 2,213,379 | $2.97 億 | 0.35% | −77,064−3.4% | 減碼 |
| Thrivent Financial for Lutherans | 2,203,754 | $2.95 億 | 0.77% | +819,306+59.2% | 加碼 |
| Victory Capital Management Inc | 2,109,211 | $2.83 億 | 0.33% | −36,507−1.7% | 減碼 |
| M&T Bank Corp | 2,089,316 | $2.80 億 | 1.13% | +61,105+3.0% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 2,062,566 | $2.77 億 | 0.66% | −212,900−9.4% | 減碼 |
| Blair William & Co | 2,054,363 | $2.75 億 | 1.20% | +142,651+7.5% | 加碼 |
| Public Employees Retirement System of Ohio | 2,045,195 | $2.74 億 | 1.19% | +302,881+17.4% | 加碼 |
| CI Private Wealth, LLC | 2,043,654 | $2.74 億 | 1.00% | +2,043,654 | 新進 |
| Cincinnati Insurance Co | 2,012,000 | $2.70 億 | 5.38% | 00.0% | 不變 |
| Bank Julius Baer & Co. Ltd, Zurich | 1,998,207 | $2.68 億 | 1.83% | +93,819+4.9% | 加碼 |
| Jennison Associates LLC | 1,995,342 | $2.68 億 | 0.28% | +133,378+7.2% | 加碼 |
| Thornburg Investment Management Inc | 1,968,662 | $2.64 億 | 4.46% | +139,518+7.6% | 加碼 |
| Huntington National Bank | 1,924,044 | $2.58 億 | 2.69% | −1,868−0.1% | 減碼 |
| Altshuler Shaham Ltd | 1,923,670 | $2.58 億 | 10.32% | +1,171,402+155.7% | 加碼 |
| Keybank National Association | 1,922,571 | $2.58 億 | 1.27% | −56,476−2.9% | 減碼 |
| Pzena Investment Management LLC | 1,914,785 | $2.57 億 | 1.14% | +2,307+0.1% | 加碼 |
| 1832 Asset Management L.P. | 1,899,165 | $2.55 億 | 0.52% | −329,151−14.8% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 1,872,583 | $2.51 億 | 0.65% | +60,099+3.3% | 加碼 |
| Mariner, LLC | 1,861,358 | $2.50 億 | 0.80% | +96,049+5.4% | 加碼 |
| National Bank of Canada | 1,850,868 | $2.48 億 | 0.67% | −174,085−8.6% | 減碼 |
| Gardner Russo & Quinn LLC大師Gardner Russo & Quinn | 1,844,064 | $2.47 億 | 2.73% | −84,500−4.4% | 減碼 |
| Public Employees Retirement Association of Colorado | 1,837,155 | $2.46 億 | 1.34% | −16,641−0.9% | 減碼 |
| BNP Paribas Arbitrage, SA | 1,789,581 | $2.40 億 | 0.60% | −433,655−19.5% | 減碼 |
| Haverford Trust Co | 1,786,744 | $2.40 億 | 2.95% | +5,192+0.3% | 加碼 |
| Russell Investments Group, Ltd. | 1,775,661 | $2.38 億 | 0.49% | −132,970−7.0% | 減碼 |
| State of New Jersey Common Pension Fund D | 1,722,336 | $2.31 億 | 0.87% | −3,392−0.2% | 減碼 |
| Rockefeller Capital Management L.P. | 1,716,372 | $2.30 億 | 1.16% | +359,224+26.5% | 加碼 |
| Brave Warrior Advisors, LLC | 1,709,165 | $2.29 億 | 7.22% | −26,136−1.5% | 減碼 |
| Janney Montgomery Scott LLC | 1,697,137 | $2.28 億 | 0.89% | +39,498+2.4% | 加碼 |
| KBC Group NV | 1,682,053 | $2.26 億 | 1.09% | +443,754+35.8% | 加碼 |
| Commonwealth Equity Services, LLC | 1,679,130 | $2.25 億 | 0.54% | +35,851+2.2% | 加碼 |
| Cullen Capital Management LLC | 1,594,750 | $2.14 億 | 2.74% | −463,095−22.5% | 減碼 |
| State of Wisconsin Investment Board | 1,591,997 | $2.13 億 | 0.69% | −126,565−7.4% | 減碼 |
| M&G Investment Management Ltd | 1,581,602 | $2.12 億 | 1.57% | +323,556+25.7% | 加碼 |
| Bank of Nova Scotia | 1,580,153 | $2.12 億 | 0.55% | −480,884−23.3% | 減碼 |
| Royal London Asset Management Ltd | 1,557,470 | $2.09 億 | 0.94% | +25,109+1.6% | 加碼 |
| Epoch Investment Partners, Inc. | 1,549,132 | $2.08 億 | 1.24% | +43,821+2.9% | 加碼 |
| STRS Ohio | 1,538,461 | $2.06 億 | 0.93% | +31,771+2.1% | 加碼 |
| State of Tennessee, Treasury Department | 1,531,712 | $2.05 億 | 0.96% | +184,715+13.7% | 加碼 |
| Standard Life Aberdeen plc | 1,524,091 | $2.04 億 | 0.56% | +138,911+10.0% | 加碼 |
| Ci Investments Inc. | 1,508,437 | $2.02 億 | 1.02% | −224,393−12.9% | 減碼 |
| Marshall Wace, LLP | 1,452,223 | $1.95 億 | 0.50% | −2,247,728−60.8% | 減碼 |
| Natixis Advisors, L.P. | 1,441,409 | $1.93 億 | 0.73% | +65,778+4.8% | 加碼 |
| Storebrand Asset Management AS | 1,432,916 | $1.92 億 | 1.06% | +8,454+0.6% | 加碼 |
| Scotia Capital Inc. | 1,423,295 | $1.91 億 | 1.47% | −29,359−2.0% | 減碼 |
| Smead Capital Management, Inc. | 1,398,335 | $1.88 億 | 4.01% | +120,267+9.4% | 加碼 |
| HoldCo Asset Management, L.P. | 1,398,078 | $1.87 億 | 39.63% | +1,398,078 | 新進 |
| ACR Alpine Capital Research, LLC | 1,395,125 | $1.87 億 | 8.40% | −14,928−1.1% | 減碼 |
| Brown Advisory Inc | 1,356,876 | $1.82 億 | 0.34% | +3,598+0.3% | 加碼 |
| Asset Management One Co.,Ltd. | 1,357,885 | $1.81 億 | 0.88% | −17,788−1.3% | 減碼 |
| Westwood Holdings Group Inc. | 1,343,000 | $1.80 億 | 1.59% | +184,461+15.9% | 加碼 |
| Retirement Systems of Alabama | 1,322,046 | $1.77 億 | 0.77% | −34,366−2.5% | 減碼 |
| Advisor Group Holdings, Inc. | 1,319,941 | $1.77 億 | 0.36% | +119,845+10.0% | 加碼 |
| Boston Trust Walden Corp | 1,315,577 | $1.76 億 | 1.55% | +70,927+5.7% | 加碼 |
| Loomis Sayles & Co L P | 1,312,346 | $1.76 億 | 0.35% | −70,263−5.1% | 減碼 |
| Commerce Bank | 1,308,554 | $1.75 億 | 1.43% | −26,306−2.0% | 減碼 |
| Fiduciary Management Inc | 1,302,390 | $1.75 億 | 1.77% | −158,709−10.9% | 減碼 |
| Rothschild & Co Asset Management US Inc. | 1,301,150 | $1.74 億 | 2.65% | +24,181+1.9% | 加碼 |
| Glenmede Trust Co NA | 1,292,347 | $1.73 億 | 1.02% | −3,009−0.2% | 減碼 |
| Treasurer of the State of North Carolina | 1,284,719 | $1.72 億 | 1.05% | +33,250+2.7% | 加碼 |
| Davenport & Co LLC | 1,276,190 | $1.71 億 | 1.40% | +14,056+1.1% | 加碼 |
| Regions Financial Corp | 1,253,873 | $1.68 億 | 1.55% | −45,201−3.5% | 減碼 |
| Bahl & Gaynor Inc | 1,239,794 | $1.66 億 | 1.04% | −221,127−15.1% | 減碼 |
| CIBC World Markets Inc. | 1,231,818 | $1.65 億 | 0.65% | +91,574+8.0% | 加碼 |
| CIBC World Markets Corp | 1,226,917 | $1.65 億 | 1.11% | −846−0.1% | 減碼 |
| Jarislowsky, Fraser Ltd | 1,181,002 | $1.58 億 | 1.04% | −35,018−2.9% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 1,178,559 | $1.58 億 | 0.80% | −845,545−41.8% | 減碼 |
| Rathbone Brothers plc | 1,141,657 | $1.53 億 | 1.72% | +69,922+6.5% | 加碼 |
| D. E. Shaw & Co., Inc. | 1,137,908 | $1.53 億 | 0.26% | −1,866,275−62.1% | 減碼 |
| Panagora Asset Management Inc | 1,136,769 | $1.52 億 | 1.00% | +142,444+14.3% | 加碼 |
| Rafferty Asset Management, LLC | 1,129,569 | $1.51 億 | 1.27% | +122,354+12.1% | 加碼 |
| Susquehanna International Group, LLP | 1,126,695 | $1.51 億 | 0.30% | −1,424,875−55.8% | 減碼 |
| Nomura Asset Management Co Ltd | 1,119,545 | $1.50 億 | 0.87% | +99,151+9.7% | 加碼 |
| Nisa Investment Advisors, LLC | 1,111,680 | $1.49 億 | 1.18% | +136,353+14.0% | 加碼 |
| Pictet Asset Management SA | 1,387,170 | $1.47 億 | 0.21% | +22,271+1.6% | 加碼 |
| Capital Group Private Client Services, Inc. | 1,096,051 | $1.47 億 | 1.86% | −9,465−0.9% | 減碼 |
| Zacks Investment Management | 1,093,600 | $1.47 億 | 2.05% | +73,026+7.2% | 加碼 |
| Cerity Partners LLC | 1,067,441 | $1.46 億 | 0.94% | +350,368+48.9% | 加碼 |
| Millennium Management LLC | 1,082,594 | $1.45 億 | 0.16% | +25,723+2.4% | 加碼 |
| Employees Provident Fund Board | 1,079,986 | $1.45 億 | 4.19% | −108,450−9.1% | 減碼 |
| Phoenix Holdings Ltd. | 1,072,881 | $1.44 億 | 2.79% | +629,377+141.9% | 加碼 |
| Personal Capital Advisors Corp | 1,071,509 | $1.44 億 | 0.70% | +83,224+8.4% | 加碼 |
| Bristol John W & Co Inc | 1,050,625 | $1.41 億 | 3.35% | +1,423+0.1% | 加碼 |
| Aviva PLC | 1,049,505 | $1.41 億 | 0.69% | +197,532+23.2% | 加碼 |
| Paralel Advisors LLC | 1,028,000 | $1.38 億 | 8.12% | 00.0% | 不變 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,026,253 | $1.38 億 | 0.74% | +32,488+3.3% | 加碼 |
| RE Advisers Corp | 1,009,836 | $1.35 億 | 3.61% | −122,700−10.8% | 減碼 |
| Mawer Investment Management Ltd. | 1,004,535 | $1.35 億 | 0.76% | −40,685−3.9% | 減碼 |
| ING Groep NV | 1,000,132 | $1.34 億 | 1.35% | +411,093+69.8% | 加碼 |
| TD Waterhouse Canada Inc. | 895,029 | $1.33 億 | 1.46% | −97,662−9.8% | 減碼 |
| Mairs & Power Inc | 981,799 | $1.32 億 | 1.58% | +21,606+2.3% | 加碼 |
| Creative Planning | 977,225 | $1.31 億 | 0.20% | +101,746+11.6% | 加碼 |
| Kovitz Investment Group Partners, LLC | 974,540 | $1.31 億 | 2.59% | −19,990−2.0% | 減碼 |
| Pinebridge Investments, L.P. | 970,263 | $1.30 億 | 1.58% | +279,725+40.5% | 加碼 |
| Bradley Foster & Sargent Inc | 967,170 | $1.30 億 | 3.25% | −2,891−0.3% | 減碼 |
| Douglas Lane & Associates, LLC | 952,369 | $1.28 億 | 2.13% | −7,568−0.8% | 減碼 |
| Kames Capital plc | 940,346 | $1.26 億 | 2.28% | +9,338+1.0% | 加碼 |
| Gateway Investment Advisers LLC | 939,545 | $1.26 億 | 1.56% | −34,647−3.6% | 減碼 |
| Macquarie Group Ltd | 918,758 | $1.23 億 | 0.15% | +50,294+5.8% | 加碼 |