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。
2023 年第 1 季 13F 持有人
JPMorgan Chase & Co 在 2023/3/31 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
- 3,612
- 較 2022 年第 4 季 +54 家
- 持有股數
- 21.0 億
- 較 2022 年第 4 季 +3,160 萬 (+1.5%)
- 總市值
- $2,663 億
- 較 2022 年第 4 季 −$111.7 億 (−4.0%)
- 新進機構
- 190
- 另有 1,652 家加碼
- 清倉機構
- 136
- 另有 1,437 家減碼
另有 71 家機構在 2022 年第 4 季持有、還沒有申報 2023 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 | 5,156 | $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 |
2023 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 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 275,373,550 | $358.8 億 | 0.91% | +750,907+0.3% | 加碼 |
| BlackRock Inc. | 193,849,295 | $252.6 億 | 0.75% | −1,077,696−0.6% | 減碼 |
| State Street Corp | 123,859,046 | $161.4 億 | 0.91% | −5,878,759−4.5% | 減碼 |
| Bank of America Corp | 61,813,580 | $80.5 億 | 0.93% | +6,250,107+11.2% | 加碼 |
| Morgan Stanley | 60,416,224 | $78.7 億 | 0.84% | +1,366,968+2.3% | 加碼 |
| Geode Capital Management, LLC | 52,310,456 | $68.0 億 | 0.88% | +1,061,831+2.1% | 加碼 |
| FMR LLC | 42,256,822 | $55.1 億 | 0.50% | −2,551,870−5.7% | 減碼 |
| Capital International Investors | 41,036,283 | $53.5 億 | 1.38% | −1,664,109−3.9% | 減碼 |
| Capital World Investors | 40,540,298 | $52.8 億 | 1.09% | −12,527,638−23.6% | 減碼 |
| Wellington Management Group LLP | 37,235,090 | $48.5 億 | 0.96% | −2,835,036−7.1% | 減碼 |
| Norges Bank | 33,571,753 | $43.7 億 | 0.96% | +4,528,902+15.6% | 加碼 |
| Northern Trust Corp | 33,218,125 | $43.3 億 | 0.86% | −499,451−1.5% | 減碼 |
| Price T Rowe Associates Inc | 32,769,523 | $42.7 億 | 0.64% | +2,285,429+7.5% | 加碼 |
| Massachusetts Financial Services Co | 31,841,826 | $41.5 億 | 1.42% | −375,481−1.2% | 減碼 |
| Bank of New York Mellon Corp | 30,921,143 | $40.3 億 | 0.89% | +37,735+0.1% | 加碼 |
| Wells Fargo & Company | 24,968,288 | $32.5 億 | 1.00% | −555,512−2.2% | 減碼 |
| Ameriprise Financial Inc | 22,399,560 | $29.2 億 | 0.96% | −14,997−0.1% | 減碼 |
| Royal Bank of Canada | 21,570,587 | $28.1 億 | 0.84% | −931,692−4.1% | 減碼 |
| Charles Schwab Investment Management Inc | 20,203,962 | $26.0 億 | 0.79% | +121,559+0.6% | 加碼 |
| Dimensional Fund Advisors LP | 19,872,942 | $25.9 億 | 0.87% | −1,525,538−7.1% | 減碼 |
| Legal & General Group Plc | 19,181,009 | $25.0 億 | 0.89% | +235,269+1.2% | 加碼 |
| Goldman Sachs Group Inc | 18,150,266 | $23.7 億 | 0.64% | +2,907,031+19.1% | 加碼 |
| UBS Group AG | 15,978,068 | $20.8 億 | 0.96% | −1,262,432−7.3% | 減碼 |
| Nuveen Asset Management, LLC | 15,768,454 | $20.5 億 | 0.76% | +506,192+3.3% | 加碼 |
| Capital Research Global Investors | 15,018,032 | $19.6 億 | 0.56% | −1,701,137−10.2% | 減碼 |
| Deutsche Bank AG | 14,926,783 | $19.5 億 | 1.08% | −1,368,000−8.4% | 減碼 |
| Franklin Resources Inc | 14,141,581 | $18.4 億 | 0.92% | −886,298−5.9% | 減碼 |
| Invesco Ltd. | 13,049,905 | $17.0 億 | 0.47% | −752,761−5.5% | 減碼 |
| Neuberger Berman Group LLC | 12,919,449 | $16.8 億 | 1.56% | −291,279−2.2% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 12,766,670 | $16.6 億 | 2.82% | −96,277−0.7% | 減碼 |
| UBS Asset Management Americas Inc | 10,817,424 | $14.1 億 | 0.68% | −208,770−1.9% | 減碼 |
| Boston Partners | 9,467,438 | $12.4 億 | 1.70% | −299,047−3.1% | 減碼 |
| Janus Henderson Group PLC | 9,011,130 | $11.7 億 | 0.77% | +453,625+5.3% | 加碼 |
| Bank of Montreal | 8,332,656 | $11.3 億 | 0.73% | +749,989+9.9% | 加碼 |
| Raymond James & Associates | 8,619,978 | $11.2 億 | 0.98% | +63,520+0.7% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 8,594,965 | $11.2 億 | 0.83% | −25,363−0.3% | 減碼 |
| Fisher Asset Management, LLC | 8,435,626 | $11.0 億 | 0.67% | +316,375+3.9% | 加碼 |
| Clearbridge Investments, LLC | 8,237,716 | $10.7 億 | 1.03% | +849,027+11.5% | 加碼 |
| California Public Employees Retirement System | 7,895,061 | $10.3 億 | 0.91% | −378,130−4.6% | 減碼 |
| Sanders Capital, LLC | 7,467,695 | $9.73 億 | 2.31% | −1,152,933−13.4% | 減碼 |
| Alliancebernstein L.P. | 7,219,695 | $9.41 億 | 0.40% | +718,463+11.1% | 加碼 |
| The PNC Financial Services Group, Inc. | 7,217,229 | $9.40 億 | 0.82% | −172,206−2.3% | 減碼 |
| HSBC Holdings PLC | 6,890,607 | $8.97 億 | 1.15% | +143,205+2.1% | 加碼 |
| Baird Financial Group, Inc. | 6,422,131 | $8.37 億 | 2.06% | +221,738+3.6% | 加碼 |
| Principal Financial Group Inc | 6,295,578 | $8.20 億 | 0.59% | +345,383+5.8% | 加碼 |
| Credit Suisse AG | 6,132,654 | $7.99 億 | 0.83% | +165,555+2.8% | 加碼 |
| Primecap Management Co | 6,078,651 | $7.92 億 | 0.69% | −3,179,720−34.3% | 減碼 |
| Bessemer Group Inc | 6,070,900 | $7.91 億 | 1.88% | +85,904+1.4% | 加碼 |
| Rhumbline Advisers | 5,605,481 | $7.30 億 | 0.90% | +21,352+0.4% | 加碼 |
| Citadel Advisors LLC | 5,348,707 | $6.97 億 | 0.76% | +2,067,477+63.0% | 加碼 |
| Barclays PLC | 5,194,184 | $6.77 億 | 0.70% | −1,607,965−23.6% | 減碼 |
| New York State Common Retirement Fund | 5,175,917 | $6.74 億 | 0.90% | −276,441−5.1% | 減碼 |
| California State Teachers Retirement System | 4,968,587 | $6.47 億 | 0.96% | −46,666−0.9% | 減碼 |
| Envestnet Asset Management Inc | 4,869,598 | $6.35 億 | 0.30% | +140,407+3.0% | 加碼 |
| American Century Companies Inc | 4,853,969 | $6.31 億 | 0.50% | −1,184,999−19.6% | 減碼 |
| Ensign Peak Advisors, Inc | 4,751,600 | $6.19 億 | 1.34% | −251,063−5.0% | 減碼 |
| Greenhaven Associates Inc大師Greenhaven | 4,738,784 | $6.18 億 | 9.58% | −57,000−1.2% | 減碼 |
| Fayez Sarofim & Co | 4,684,848 | $6.10 億 | 2.14% | −147,552−3.1% | 減碼 |
| Manufacturers Life Insurance Company, The | 4,520,049 | $5.89 億 | 0.33% | −1,346,497−23.0% | 減碼 |
| Schroder Investment Management Group | 4,510,713 | $5.88 億 | 0.87% | −1,135,353−20.1% | 減碼 |
| Voya Investment Management LLC | 4,502,493 | $5.87 億 | 0.63% | −256,981−5.4% | 減碼 |
| Stifel Financial Corp | 4,383,541 | $5.71 億 | 0.82% | −159,820−3.5% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 4,223,786 | $5.50 億 | 1.04% | +90,001+2.2% | 加碼 |
| US Bancorp | 4,205,879 | $5.48 億 | 0.93% | −76,526−1.8% | 減碼 |
| Davis Selected Advisers | 4,193,294 | $5.46 億 | 3.61% | −80,885−1.9% | 減碼 |
| National Pension Service | 4,189,564 | $5.39 億 | 0.98% | +278,791+7.1% | 加碼 |
| JPMorgan Chase & Co | 4,056,122 | $5.29 億 | 0.07% | +500,841+14.1% | 加碼 |
| Public Investment Fund | 3,851,053 | $5.02 億 | 1.41% | 00.0% | 不變 |
| FIL Ltd | 3,825,256 | $4.98 億 | 0.57% | −112,439−2.9% | 減碼 |
| Citigroup Inc | 3,792,434 | $4.94 億 | 0.66% | +297,155+8.5% | 加碼 |
| TD Asset Management Inc | 3,780,667 | $4.93 億 | 0.59% | +336,429+9.8% | 加碼 |
| Prudential Financial Inc | 3,734,573 | $4.87 億 | 0.76% | +65,722+1.8% | 加碼 |
| Ontario Teachers Pension Plan Board | 3,715,386 | $4.84 億 | 4.99% | −436,674−10.5% | 減碼 |
| Amundi | 3,699,961 | $4.72 億 | 0.25% | −1,674,442−31.2% | 減碼 |
| APG Asset Management N.V. | 3,851,675 | $4.62 億 | 0.98% | −288,858−7.0% | 減碼 |
| Swedbank AB | 3,525,495 | $4.59 億 | 0.91% | −685,928−16.3% | 減碼 |
| New York State Teachers Retirement System | 3,401,809 | $4.43 億 | 1.04% | −69,768−2.0% | 減碼 |
| DekaBank Deutsche Girozentrale | 3,421,501 | $4.38 億 | 1.10% | −174,646−4.9% | 減碼 |
| Nordea Investment Management AB | 3,294,673 | $4.25 億 | 0.62% | −680,744−17.1% | 減碼 |
| First Republic Investment Management, Inc. | 3,196,244 | $4.17 億 | 0.88% | +113,407+3.7% | 加碼 |
| Putnam Investments LLC | 3,171,174 | $4.13 億 | 0.66% | +441,399+16.2% | 加碼 |
| National Bank of Canada | 3,162,574 | $4.12 億 | 1.12% | +1,311,706+70.9% | 加碼 |
| State Board of Administration of Florida Retirement System | 3,145,106 | $4.10 億 | 0.95% | −44,030−1.4% | 減碼 |
| Capital Wealth Planning, LLC | 3,032,797 | $4.09 億 | 5.53% | +207,812+7.4% | 加碼 |
| Truist Financial Corp | 2,939,856 | $3.83 億 | 0.66% | −48,975−1.6% | 減碼 |
| Korea Investment CORP | 2,876,377 | $3.75 億 | 1.09% | +27,081+1.0% | 加碼 |
| Mackenzie Financial Corp | 2,859,000 | $3.73 億 | 0.58% | −27,247−0.9% | 減碼 |
| Allianz Asset Management GmbH | 2,824,011 | $3.68 億 | 0.77% | +282,040+11.1% | 加碼 |
| Toronto Dominion Bank | 2,818,237 | $3.67 億 | 0.60% | −165,162−5.5% | 減碼 |
| Lord, Abbett & Co. LLC | 2,710,208 | $3.53 億 | 1.27% | −34,596−1.3% | 減碼 |
| LPL Financial LLC | 2,685,683 | $3.50 億 | 0.27% | +43,877+1.7% | 加碼 |
| CI Private Wealth, LLC | 2,662,987 | $3.47 億 | 0.93% | +619,333+30.3% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 2,641,166 | $3.44 億 | 0.77% | +578,600+28.1% | 加碼 |
| Victory Capital Management Inc | 2,633,392 | $3.43 億 | 0.39% | +524,181+24.9% | 加碼 |
| Susquehanna International Group, LLP | 2,613,119 | $3.41 億 | 0.53% | +1,486,424+131.9% | 加碼 |
| Brandywine Global Investment Management, LLC | 2,593,229 | $3.38 億 | 2.73% | −112,946−4.2% | 減碼 |
| HighTower Advisors, LLC | 2,525,480 | $3.29 億 | 0.72% | +134,139+5.6% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 2,453,627 | $3.20 億 | 1.27% | +24,232+1.0% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,434,102 | $3.17 億 | 0.75% | +229,491+10.4% | 加碼 |
| King Luther Capital Management Corp | 2,285,746 | $2.98 億 | 1.57% | −17,927−0.8% | 減碼 |