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 |
|---|---|---|---|---|---|
| Allspring Global Investments Holdings, LLC | 908,848 | $1.22 億 | 0.21% | −106,919−10.5% | 減碼 |
| Penserra Capital Management LLC | 908,581 | $1.22 億 | 2.67% | +164,059+22.0% | 加碼 |
| Calamos Advisors LLC | 904,553 | $1.21 億 | 0.59% | −166,985−15.6% | 減碼 |
| Northwestern Mutual Wealth Management Co | 894,913 | $1.20 億 | 0.18% | −21,359−2.3% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 869,329 | $1.16 億 | 0.30% | +19,734+2.3% | 加碼 |
| AQR Capital Management LLC | 862,627 | $1.15 億 | 0.26% | −810,543−48.4% | 減碼 |
| Los Angeles Capital Management LLC | 854,940 | $1.15 億 | 0.56% | +300,015+54.1% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 849,948 | $1.14 億 | 0.35% | −479,000−36.0% | 減碼 |
| Quilter Plc | 837,607 | $1.12 億 | 3.70% | +24,178+3.0% | 加碼 |
| LSV Asset Management | 835,250 | $1.12 億 | 0.25% | +797,950+2,139.3% | 加碼 |
| Public Sector Pension Investment Board | 830,281 | $1.11 億 | 0.89% | −38,169−4.4% | 減碼 |
| Clark Capital Management Group, Inc. | 817,995 | $1.10 億 | 1.01% | +350,249+74.9% | 加碼 |
| Zurich Insurance Group Ltd | 815,307 | $1.09 億 | 1.56% | +800,307+5,335.4% | 加碼 |
| Teacher Retirement System of Texas | 805,400 | $1.08 億 | 0.79% | −123,357−13.3% | 減碼 |
| Barrow Hanley Mewhinney & Strauss LLC | 800,686 | $1.07 億 | 0.40% | −9,316−1.2% | 減碼 |
| Arizona State Retirement System | 799,043 | $1.07 億 | 1.03% | +677+0.1% | 加碼 |
| State of Michigan Retirement System | 797,131 | $1.07 億 | 0.74% | +3,400+0.4% | 加碼 |
| Handelsbanken Fonder AB | 783,043 | $1.05 億 | 0.66% | +126,318+19.2% | 加碼 |
| Forsta Ap-Fonden | 782,300 | $1.05 億 | 1.18% | +137,800+21.4% | 加碼 |
| ProShare Advisors LLC | 781,712 | $1.05 億 | 0.37% | +49,412+6.7% | 加碼 |
| LGT Group Foundation | 775,293 | $1.04 億 | 3.25% | +108,354+16.2% | 加碼 |
| Compagnie Lombard Odier SCmA | 770,755 | $1.03 億 | 2.77% | −6,260−0.8% | 減碼 |
| Amalgamated Bank | 766,139 | $1.03 億 | 0.92% | +12,299+1.6% | 加碼 |
| MetLife Investment Management | 765,739 | $1.03 億 | 0.78% | −12,383−1.6% | 減碼 |
| NFJ Investment Group, LLC | 764,694 | $1.03 億 | 2.69% | −37,121−4.6% | 減碼 |
| American International Group, Inc. | 763,818 | $1.02 億 | 0.72% | −18,708−2.4% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 763,558 | $1.02 億 | 0.77% | +27,024+3.7% | 加碼 |
| Gofen & Glossberg LLC | 761,830 | $1.02 億 | 2.63% | −621−0.1% | 減碼 |
| Junto Capital Management LP | 761,633 | $1.02 億 | 2.90% | +64,240+9.2% | 加碼 |
| Nissay Asset Management Corp | 752,151 | $1.01 億 | 0.96% | +233,195+44.9% | 加碼 |
| Comerica Bank | 710,532 | $1.00 億 | 0.78% | +3,630+0.5% | 加碼 |
| DnB Asset Management AS | 745,255 | $9,994 萬 | 0.70% | +35,914+5.1% | 加碼 |
| Agf Management Ltd | 744,891 | $9,989 萬 | 0.73% | +744,891 | 新進 |
| Ferguson Wellman Capital Management, Inc | 744,097 | $9,978 萬 | 2.60% | +276,812+59.2% | 加碼 |
| James Hambro & Partners | 739,926 | $9,924 萬 | 7.58% | −12,078−1.6% | 減碼 |
| Welch & Forbes LLC | 737,093 | $9,884 萬 | 1.77% | +1,452+0.2% | 加碼 |
| United Capital Financial Advisers, LLC | 730,184 | $9,792 萬 | 0.55% | −6,102−0.8% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 725,145 | $9,724 萬 | 1.96% | +5,231+0.7% | 加碼 |
| Bartlett & Co. LLC | 725,145 | $9,724 萬 | 1.96% | +5,231+0.7% | 加碼 |
| Natixis | 717,756 | $9,625 萬 | 0.57% | −1,878,445−72.4% | 減碼 |
| Federation des caisses Desjardins du Quebec | 701,617 | $9,409 萬 | 1.11% | −16,495−2.3% | 減碼 |
| Manning & Napier Group, LLC | 698,691 | $9,369 萬 | 1.15% | −16,715−2.3% | 減碼 |
| Bridgewater Associates, LP | 692,356 | $9,284 萬 | 0.51% | +692,356 | 新進 |
| Oppenheimer Asset Management Inc. | 683,726 | $9,169 萬 | 1.48% | +15,137+2.3% | 加碼 |
| Cooke & Bieler LP | 680,483 | $9,125 萬 | 0.89% | +12,341+1.8% | 加碼 |
| Segall Bryant & Hamill, LLC | 676,217 | $9,068 萬 | 1.01% | −13,132−1.9% | 減碼 |
| Robeco Institutional Asset Management B.V. | 670,571 | $8,992 萬 | 0.26% | −20,940−3.0% | 減碼 |
| Captrust Financial Advisors | 664,289 | $8,908 萬 | 0.45% | +5,273+0.8% | 加碼 |
| Crawford Investment Counsel Inc | 656,779 | $8,807 萬 | 1.89% | −11,186−1.7% | 減碼 |
| MML Investors Services, LLC | 656,385 | $8,802 萬 | 0.58% | +31,309+5.0% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 649,315 | $8,707 萬 | 0.45% | −1,572−0.2% | 減碼 |
| Peapack Gladstone Financial Corp | 646,504 | $8,670 萬 | 1.71% | −24,127−3.6% | 減碼 |
| Tredje AP-fonden | 641,002 | $8,596 萬 | 1.47% | +109,627+20.6% | 加碼 |
| Pinnacle Financial Partners Inc | 640,065 | $8,583 萬 | 2.48% | +210,876+49.1% | 加碼 |
| CTC LLC | 633,984 | $8,502 萬 | 2.61% | +597,668+1,645.7% | 加碼 |
| Morningstar Investment Services LLC | 618,699 | $8,420 萬 | 1.15% | −1,899−0.3% | 減碼 |
| Whittier Trust Co | 623,374 | $8,359 萬 | 1.63% | +2,579+0.4% | 加碼 |
| Colony Group LLC | 619,619 | $8,309 萬 | 1.17% | +110,478+21.7% | 加碼 |
| Williams Jones Wealth Management, LLC. | 608,739 | $8,163 萬 | 1.37% | −5,993−1.0% | 減碼 |
| Evercore Wealth Management, LLC | 604,190 | $8,102 萬 | 1.70% | +6,839+1.1% | 加碼 |
| Argent Capital Management LLC | 591,450 | $7,931 萬 | 2.85% | −3,488−0.6% | 減碼 |
| EP Wealth Advisors, LLC | 584,582 | $7,839 萬 | 1.41% | +16,163+2.8% | 加碼 |
| AXA S.A. | 582,727 | $7,814 萬 | 0.28% | +21,908+3.9% | 加碼 |
| Wilkinson Global Asset Management LLC | 558,825 | $7,494 萬 | 6.23% | −7,613−1.3% | 減碼 |
| Factory Mutual Insurance Co | 555,625 | $7,451 萬 | 1.13% | +12,724+2.3% | 加碼 |
| Consulta Ltd | 550,000 | $7,376 萬 | 6.33% | +550,000 | 新進 |
| CIBC Asset Management Inc | 537,424 | $7,207 萬 | 0.31% | −299,406−35.8% | 減碼 |
| Cornerstone Investment Partners, LLC | 536,848 | $7,199 萬 | 4.63% | −7,822−1.4% | 減碼 |
| Lazard Asset Management LLC | 532,180 | $7,136 萬 | 0.10% | +157,455+42.0% | 加碼 |
| Kestra Advisory Services, LLC | 524,086 | $7,028 萬 | 0.62% | +62,359+13.5% | 加碼 |
| IFM Investors Pty Ltd | 523,312 | $7,018 萬 | 1.18% | +16,300+3.2% | 加碼 |
| Stonegate Investment Group, LLC | 522,641 | $7,009 萬 | 3.03% | +5,990+1.2% | 加碼 |
| Ceredex Value Advisors LLC | 521,382 | $6,992 萬 | 1.08% | −36,085−6.5% | 減碼 |
| Utah Retirement Systems | 518,069 | $6,947 萬 | 1.10% | −4,900−0.9% | 減碼 |
| Industrial Alliance Investment Management Inc. | 514,695 | $6,902 萬 | 1.92% | +130,296+33.9% | 加碼 |
| Tiaa, FSB | 514,195 | $6,895 萬 | 0.27% | −4,838−0.9% | 減碼 |
| Connectus Wealth, LLC | 513,314 | $6,884 萬 | 1.81% | −15,437−2.9% | 減碼 |
| Boston Private Wealth LLC | 506,074 | $6,786 萬 | 0.92% | −8,868−1.7% | 減碼 |
| Fort Washington Investment Advisors Inc | 502,118 | $6,733 萬 | 0.52% | −29,649−5.6% | 減碼 |
| Yousif Capital Management, LLC | 499,813 | $6,702 萬 | 0.88% | +16,249+3.4% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 495,812 | $6,649 萬 | 0.56% | +66,867+15.6% | 加碼 |
| TCW Group Inc | 491,167 | $6,587 萬 | 0.94% | +21,620+4.6% | 加碼 |
| Park National Corp | 491,098 | $6,586 萬 | 2.93% | −11,092−2.2% | 減碼 |
| Gulf International Bank (UK) Ltd | 490,493 | $6,578 萬 | 1.16% | +4,330+0.9% | 加碼 |
| Staley Capital Advisers Inc | 488,022 | $6,544 萬 | 3.91% | −1,299−0.3% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 487,790 | $6,541 萬 | 1.33% | −1,642−0.3% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 487,755 | $6,541 萬 | 1.74% | +91,405+23.1% | 加碼 |
| Impax Asset Management Group plc | 485,638 | $6,512 萬 | 0.29% | +45,302+10.3% | 加碼 |
| Cullen/Frost Bankers, Inc. | 484,648 | $6,499 萬 | 1.24% | +37,274+8.3% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 483,578 | $6,485 萬 | 0.92% | −34,100−6.6% | 減碼 |
| HBK Sorce Advisory LLC | 476,862 | $6,395 萬 | 1.72% | +242,205+103.2% | 加碼 |
| Umb Bank N A | 476,162 | $6,385 萬 | 1.01% | −5,069−1.1% | 減碼 |
| Polaris Capital Management, LLC | 472,351 | $6,334 萬 | 2.21% | +5,900+1.3% | 加碼 |
| Beck Mack & Oliver LLC | 471,176 | $6,318 萬 | 1.86% | −21,729−4.4% | 減碼 |
| Basswood Capital Management, L.L.C. | 469,496 | $6,296 萬 | 4.65% | −21,504−4.4% | 減碼 |
| Marsico Capital Management LLC | 462,993 | $6,209 萬 | 3.21% | +462,993 | 新進 |
| Virginia Retirement Systems Et Al | 460,758 | $6,179 萬 | 0.64% | +5,400+1.2% | 加碼 |
| Financial Counselors Inc | 459,668 | $6,164 萬 | 1.38% | −32,440−6.6% | 減碼 |
| Steward Partners Investment Advisory, LLC | 459,138 | $6,157 萬 | 1.05% | +41,030+9.8% | 加碼 |
| USS Investment Management Ltd | 458,731 | $6,152 萬 | 0.88% | −25,706−5.3% | 減碼 |