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。
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 | 5,157 | $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 |
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 |
|---|---|---|---|---|---|
| Fifth Third Bancorp | 2,276,883 | $2.97 億 | 1.38% | −9,447−0.4% | 減碼 |
| Altshuler Shaham Ltd | 2,256,128 | $2.94 億 | 6.44% | +332,458+17.3% | 加碼 |
| Great West Life Assurance Co | 2,243,720 | $2.92 億 | 0.73% | −3,296−0.1% | 減碼 |
| M&T Bank Corp | 2,125,375 | $2.77 億 | 1.07% | +36,059+1.7% | 加碼 |
| Thrivent Financial for Lutherans | 2,104,699 | $2.74 億 | 0.67% | −99,055−4.5% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 2,103,404 | $2.74 億 | 1.74% | +105,197+5.3% | 加碼 |
| First Trust Advisors LP | 2,101,215 | $2.74 億 | 0.32% | −112,164−5.1% | 減碼 |
| Blair William & Co | 2,077,818 | $2.71 億 | 1.08% | +23,455+1.1% | 加碼 |
| Cullen Capital Management LLC | 2,071,996 | $2.70 億 | 2.47% | +477,246+29.9% | 加碼 |
| 1832 Asset Management L.P. | 2,029,639 | $2.64 億 | 0.54% | +130,474+6.9% | 加碼 |
| Cincinnati Insurance Co | 2,012,000 | $2.62 億 | 5.25% | 00.0% | 不變 |
| Russell Investments Group, Ltd. | 2,002,025 | $2.61 億 | 0.51% | +226,364+12.7% | 加碼 |
| Thornburg Investment Management Inc | 1,973,904 | $2.57 億 | 4.25% | +5,242+0.3% | 加碼 |
| Huntington National Bank | 1,931,252 | $2.52 億 | 2.50% | +7,208+0.4% | 加碼 |
| Mariner, LLC | 1,926,228 | $2.51 億 | 0.73% | +64,870+3.5% | 加碼 |
| KBC Group NV | 1,909,993 | $2.49 億 | 1.06% | +227,940+13.6% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 1,905,763 | $2.48 億 | 0.61% | +33,180+1.8% | 加碼 |
| Jennison Associates LLC | 1,898,161 | $2.47 億 | 0.23% | −97,181−4.9% | 減碼 |
| Keybank National Association | 1,872,777 | $2.44 億 | 1.16% | −49,794−2.6% | 減碼 |
| Pzena Investment Management LLC | 1,858,352 | $2.42 億 | 1.04% | −56,433−2.9% | 減碼 |
| Gardner Russo & Quinn LLC大師Gardner Russo & Quinn | 1,818,859 | $2.37 億 | 2.46% | −25,205−1.4% | 減碼 |
| Bahl & Gaynor Inc | 1,790,382 | $2.33 億 | 1.26% | +550,588+44.4% | 加碼 |
| Haverford Trust Co | 1,789,700 | $2.33 億 | 2.79% | +2,956+0.2% | 加碼 |
| State of Wisconsin Investment Board | 1,755,189 | $2.29 億 | 0.68% | +163,192+10.3% | 加碼 |
| Commonwealth Equity Services, LLC | 1,750,844 | $2.28 億 | 0.51% | +71,714+4.3% | 加碼 |
| Public Employees Retirement System of Ohio | 1,736,858 | $2.26 億 | 0.94% | −308,337−15.1% | 減碼 |
| Canada Pension Plan Investment Board | 1,730,285 | $2.25 億 | 0.36% | −861,557−33.2% | 減碼 |
| M&G Investment Management Ltd | 1,733,714 | $2.25 億 | 1.59% | +152,112+9.6% | 加碼 |
| State of New Jersey Common Pension Fund D | 1,726,061 | $2.25 億 | 0.80% | +3,725+0.2% | 加碼 |
| Janney Montgomery Scott LLC | 1,723,422 | $2.25 億 | 0.92% | +26,285+1.5% | 加碼 |
| Brave Warrior Advisors, LLC | 1,697,747 | $2.21 億 | 6.84% | −11,418−0.7% | 減碼 |
| Epoch Investment Partners, Inc. | 1,631,978 | $2.13 億 | 1.27% | +82,846+5.3% | 加碼 |
| Standard Life Aberdeen plc | 1,628,776 | $2.12 億 | 0.53% | +104,685+6.9% | 加碼 |
| Royal London Asset Management Ltd | 1,621,140 | $2.11 億 | 0.85% | +63,670+4.1% | 加碼 |
| Rockefeller Capital Management L.P. | 1,608,377 | $2.10 億 | 0.90% | −107,995−6.3% | 減碼 |
| State of Tennessee, Treasury Department | 1,601,640 | $2.09 億 | 0.93% | +69,928+4.6% | 加碼 |
| Public Employees Retirement Association of Colorado | 1,598,841 | $2.08 億 | 1.08% | −238,314−13.0% | 減碼 |
| CIBC World Markets Inc. | 1,552,209 | $2.02 億 | 0.73% | +320,391+26.0% | 加碼 |
| STRS Ohio | 1,542,993 | $2.01 億 | 0.87% | +4,532+0.3% | 加碼 |
| Natixis Advisors, L.P. | 1,521,535 | $1.98 億 | 0.68% | +80,126+5.6% | 加碼 |
| Storebrand Asset Management AS | 1,482,226 | $1.93 億 | 0.98% | +49,310+3.4% | 加碼 |
| BNP Paribas Arbitrage, SA | 1,476,008 | $1.92 億 | 0.42% | −313,573−17.5% | 減碼 |
| Smead Capital Management, Inc. | 1,446,122 | $1.88 億 | 3.76% | +47,787+3.4% | 加碼 |
| Ci Investments Inc. | 1,432,546 | $1.87 億 | 0.94% | −75,891−5.0% | 減碼 |
| Pictet Asset Management SA | 1,414,557 | $1.84 億 | 0.23% | +27,387+2.0% | 加碼 |
| Asset Management One Co.,Ltd. | 1,383,949 | $1.80 億 | 0.82% | +26,064+1.9% | 加碼 |
| ACR Alpine Capital Research, LLC | 1,375,785 | $1.79 億 | 7.29% | −19,340−1.4% | 減碼 |
| Brown Advisory Inc | 1,355,848 | $1.77 億 | 0.30% | −1,028−0.1% | 減碼 |
| Scotia Capital Inc. | 1,345,468 | $1.75 億 | 1.28% | −77,827−5.5% | 減碼 |
| Advisor Group Holdings, Inc. | 1,327,332 | $1.73 億 | 0.33% | +7,391+0.6% | 加碼 |
| Glenmede Trust Co NA | 1,313,719 | $1.71 億 | 0.97% | +21,372+1.7% | 加碼 |
| Loomis Sayles & Co L P | 1,300,194 | $1.69 億 | 0.29% | −12,152−0.9% | 減碼 |
| Commerce Bank | 1,296,735 | $1.69 億 | 1.32% | −11,819−0.9% | 減碼 |
| Treasurer of the State of North Carolina | 1,294,435 | $1.69 億 | 0.96% | +9,716+0.8% | 加碼 |
| Westwood Holdings Group Inc. | 1,287,642 | $1.68 億 | 1.51% | −55,358−4.1% | 減碼 |
| Mairs & Power Inc | 1,286,279 | $1.68 億 | 1.93% | +304,480+31.0% | 加碼 |
| Macquarie Group Ltd | 1,268,812 | $1.65 億 | 0.20% | +350,054+38.1% | 加碼 |
| Great Lakes Advisors, LLC | 1,264,251 | $1.65 億 | 1.50% | +1,234,521+4,152.4% | 加碼 |
| Boston Trust Walden Corp | 1,255,451 | $1.64 億 | 1.41% | −60,126−4.6% | 減碼 |
| Retirement Systems of Alabama | 1,249,333 | $1.63 億 | 0.71% | −72,713−5.5% | 減碼 |
| Regions Financial Corp | 1,248,722 | $1.63 億 | 1.46% | −5,151−0.4% | 減碼 |
| Cerity Partners LLC | 1,163,716 | $1.62 億 | 0.75% | +96,275+9.0% | 加碼 |
| Bank of Nova Scotia | 1,234,474 | $1.61 億 | 0.48% | −345,679−21.9% | 減碼 |
| Davenport & Co LLC | 1,223,522 | $1.59 億 | 1.26% | −52,668−4.1% | 減碼 |
| Rathbone Brothers plc | 1,209,405 | $1.58 億 | 1.61% | +67,748+5.9% | 加碼 |
| Jarislowsky, Fraser Ltd | 1,168,767 | $1.52 億 | 0.94% | −12,235−1.0% | 減碼 |
| Panagora Asset Management Inc | 1,158,170 | $1.51 億 | 0.95% | +21,401+1.9% | 加碼 |
| Zacks Investment Management | 1,152,729 | $1.50 億 | 2.01% | +59,129+5.4% | 加碼 |
| CIBC Private Wealth Group, LLC | 3,341,094 | $1.49 億 | 0.43% | −32,466−1.0% | 減碼 |
| Nomura Asset Management Co Ltd | 1,138,938 | $1.48 億 | 0.78% | +19,393+1.7% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 1,107,753 | $1.44 億 | 0.82% | −70,806−6.0% | 減碼 |
| Capital Group Private Client Services, Inc. | 1,100,815 | $1.43 億 | 1.78% | +4,764+0.4% | 加碼 |
| Empower Advisory Group, LLC | 1,086,791 | $1.41 億 | 0.64% | +1,086,791 | 新進 |
| Natixis | 1,084,908 | $1.41 億 | 1.30% | +367,152+51.2% | 加碼 |
| D. E. Shaw & Co., Inc. | 1,067,021 | $1.39 億 | 0.22% | −70,887−6.2% | 減碼 |
| Bristol John W & Co Inc | 1,053,624 | $1.37 億 | 2.82% | +2,999+0.3% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,039,934 | $1.36 億 | 0.66% | +13,681+1.3% | 加碼 |
| Paralel Advisors LLC | 1,028,000 | $1.34 億 | 7.52% | 00.0% | 不變 |
| Jane Street Group, LLC | 1,023,473 | $1.33 億 | 0.23% | +660,768+182.2% | 加碼 |
| Penserra Capital Management LLC | 1,013,296 | $1.32 億 | 2.74% | +104,715+11.5% | 加碼 |
| Kovitz Investment Group Partners, LLC | 1,009,917 | $1.32 億 | 2.29% | +35,377+3.6% | 加碼 |
| Allspring Global Investments Holdings, LLC | 1,007,141 | $1.31 億 | 0.22% | +98,293+10.8% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 999,218 | $1.30 億 | 0.17% | +915,579+1,094.7% | 加碼 |
| Nisa Investment Advisors, LLC | 989,300 | $1.29 億 | 1.01% | −122,380−11.0% | 減碼 |
| Rafferty Asset Management, LLC | 988,566 | $1.29 億 | 0.87% | −141,003−12.5% | 減碼 |
| TD Waterhouse Canada Inc. | 895,739 | $1.27 億 | 1.32% | +710+0.1% | 加碼 |
| Bradley Foster & Sargent Inc | 969,771 | $1.26 億 | 3.01% | +2,601+0.3% | 加碼 |
| Creative Planning | 961,712 | $1.25 億 | 0.18% | −15,513−1.6% | 減碼 |
| Pinebridge Investments, L.P. | 939,711 | $1.22 億 | 1.38% | −30,552−3.1% | 減碼 |
| Douglas Lane & Associates, LLC | 936,265 | $1.22 億 | 2.03% | −16,104−1.7% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 936,145 | $1.22 億 | 0.35% | +86,197+10.1% | 加碼 |
| RE Advisers Corp | 935,536 | $1.22 億 | 3.40% | −74,300−7.4% | 減碼 |
| Aviva PLC | 923,377 | $1.20 億 | 0.54% | −126,128−12.0% | 減碼 |
| Northwestern Mutual Wealth Management Co | 922,602 | $1.20 億 | 0.17% | +27,689+3.1% | 加碼 |
| Fred Alger Management, LLC | 918,292 | $1.20 億 | 0.64% | +820,345+837.5% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 905,097 | $1.17 億 | 0.27% | +35,768+4.1% | 加碼 |
| Kames Capital plc | 892,404 | $1.16 億 | 2.03% | −47,942−5.1% | 減碼 |
| Clark Capital Management Group, Inc. | 880,398 | $1.15 億 | 1.28% | +62,403+7.6% | 加碼 |
| Mawer Investment Management Ltd. | 867,558 | $1.13 億 | 0.62% | −136,977−13.6% | 減碼 |
| Handelsbanken Fonder AB | 853,124 | $1.11 億 | 0.64% | +70,081+8.9% | 加碼 |