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
- 3,613
- 較 2022 年第 4 季 +55 家
- 持有股數
- 21.0 億
- 較 2022 年第 4 季 +3,161 萬 (+1.5%)
- 總市值
- $2,663 億
- 較 2022 年第 4 季 −$111.7 億 (−4.0%)
- 新進機構
- 191
- 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 | 5,103 | $5,721 億 |
| 2025 年第 4 季 | 5,155 | $6,395 億 |
| 2025 年第 3 季 | 4,766 | $6,180 億 |
| 2025 年第 2 季 | 4,753 | $5,824 億 |
| 2025 年第 1 季 | 4,680 | $4,946 億 |
| 2024 年第 4 季 | 4,680 | $4,900 億 |
| 2024 年第 3 季 | 4,216 | $4,294 億 |
| 2024 年第 2 季 | 4,182 | $4,162 億 |
| 2024 年第 1 季 | 4,121 | $4,145 億 |
| 2023 年第 4 季 | 4,002 | $3,518 億 |
| 2023 年第 3 季 | 3,711 | $2,970 億 |
| 2023 年第 2 季 | 3,673 | $2,976 億 |
| 2023 年第 1 季 | 3,613 | $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 | 3,520 | $2,789 億 |
| 2021 年第 4 季 | 3,595 | $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 |
|---|---|---|---|---|---|
| LSV Asset Management | 851,570 | $1.11 億 | 0.25% | +16,320+2.0% | 加碼 |
| ProShare Advisors LLC | 843,746 | $1.10 億 | 0.34% | +62,034+7.9% | 加碼 |
| Gateway Investment Advisers LLC | 840,215 | $1.09 億 | 1.34% | −99,330−10.6% | 減碼 |
| Teacher Retirement System of Texas | 839,951 | $1.09 億 | 0.74% | +34,551+4.3% | 加碼 |
| Public Sector Pension Investment Board | 832,772 | $1.09 億 | 0.82% | +2,491+0.3% | 加碼 |
| Calamos Advisors LLC | 824,209 | $1.07 億 | 0.54% | −80,344−8.9% | 減碼 |
| Zurich Insurance Group Ltd | 817,196 | $1.06 億 | 1.34% | +1,889+0.2% | 加碼 |
| Marshall Wace, LLP | 815,227 | $1.06 億 | 0.26% | −636,996−43.9% | 減碼 |
| Employees Provident Fund Board | 812,531 | $1.06 億 | 2.74% | −267,455−24.8% | 減碼 |
| State of Michigan Retirement System | 805,531 | $1.05 億 | 0.69% | +8,400+1.1% | 加碼 |
| Arizona State Retirement System | 800,890 | $1.04 億 | 0.94% | +1,847+0.2% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 800,198 | $1.04 億 | 0.73% | +36,640+4.8% | 加碼 |
| Employees Retirement System of Texas | 780,200 | $1.02 億 | 1.48% | +321,850+70.2% | 加碼 |
| American International Group, Inc. | 766,676 | $9,991 萬 | 0.66% | +2,858+0.4% | 加碼 |
| Sarasin & Partners LLP | 766,600 | $9,990 萬 | 1.26% | +707,455+1,196.1% | 加碼 |
| Amalgamated Bank | 762,531 | $9,937 萬 | 0.85% | −3,608−0.5% | 減碼 |
| Robeco Institutional Asset Management B.V. | 758,805 | $9,888 萬 | 0.27% | +88,234+13.2% | 加碼 |
| MetLife Investment Management | 756,667 | $9,860 萬 | 0.71% | −9,072−1.2% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 755,924 | $9,850 萬 | 2.47% | +11,827+1.6% | 加碼 |
| LGT Group Foundation | 748,894 | $9,759 萬 | 2.80% | −26,399−3.4% | 減碼 |
| Junto Capital Management LP | 744,602 | $9,703 萬 | 2.71% | −17,031−2.2% | 減碼 |
| Tredje AP-fonden | 743,977 | $9,695 萬 | 1.51% | +102,975+16.1% | 加碼 |
| James Hambro & Partners | 742,540 | $9,673 萬 | 7.07% | +2,614+0.4% | 加碼 |
| Welch & Forbes LLC | 736,759 | $9,601 萬 | 1.63% | −3340.0% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 736,311 | $9,592 萬 | 1.85% | +11,166+1.5% | 加碼 |
| Bartlett & Co. LLC | 736,311 | $9,592 萬 | 1.85% | +11,166+1.5% | 加碼 |
| Compagnie Lombard Odier SCmA | 725,002 | $9,447 萬 | 2.36% | −45,753−5.9% | 減碼 |
| Barrow Hanley Mewhinney & Strauss LLC | 717,613 | $9,351 萬 | 0.36% | −83,073−10.4% | 減碼 |
| SEI Investments Co | 713,324 | $9,295 萬 | 0.17% | +282,963+65.8% | 加碼 |
| Captrust Financial Advisors | 712,728 | $9,288 萬 | 0.41% | +48,439+7.3% | 加碼 |
| DnB Asset Management AS | 709,969 | $9,252 萬 | 0.59% | −35,286−4.7% | 減碼 |
| Stonegate Investment Group, LLC | 708,008 | $9,226 萬 | 3.47% | +185,367+35.5% | 加碼 |
| United Capital Financial Advisers, LLC | 707,023 | $9,213 萬 | 0.51% | −23,161−3.2% | 減碼 |
| Oppenheimer Asset Management Inc. | 699,752 | $9,118 萬 | 1.40% | +16,026+2.3% | 加碼 |
| Eagle Asset Management Inc | 688,972 | $8,978 萬 | 0.53% | +654,963+1,925.9% | 加碼 |
| Manning & Napier Group, LLC | 688,872 | $8,977 萬 | 1.05% | −9,819−1.4% | 減碼 |
| Forsta Ap-Fonden | 682,600 | $8,895 萬 | 1.05% | −99,700−12.7% | 減碼 |
| Los Angeles Capital Management LLC | 676,435 | $8,815 萬 | 0.39% | −178,505−20.9% | 減碼 |
| CIBC World Markets Corp | 673,595 | $8,778 萬 | 1.44% | −553,322−45.1% | 減碼 |
| Agf Management Ltd | 669,312 | $8,722 萬 | 0.60% | −75,579−10.1% | 減碼 |
| Segall Bryant & Hamill, LLC | 661,480 | $8,620 萬 | 0.93% | −14,737−2.2% | 減碼 |
| Cooke & Bieler LP | 659,095 | $8,589 萬 | 0.84% | −21,388−3.1% | 減碼 |
| Pinnacle Financial Partners Inc | 659,075 | $8,588 萬 | 2.31% | +19,010+3.0% | 加碼 |
| Peapack Gladstone Financial Corp | 649,492 | $8,537 萬 | 1.62% | +2,988+0.5% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 645,170 | $8,407 萬 | 0.41% | −4,145−0.6% | 減碼 |
| Williams Jones Wealth Management, LLC. | 643,842 | $8,390 萬 | 1.31% | +35,103+5.8% | 加碼 |
| Federation des caisses Desjardins du Quebec | 641,775 | $8,363 萬 | 0.92% | −59,842−8.5% | 減碼 |
| Whittier Trust Co | 629,405 | $8,202 萬 | 1.49% | +6,031+1.0% | 加碼 |
| Morningstar Investment Services LLC | 626,164 | $8,068 萬 | 1.08% | +7,465+1.2% | 加碼 |
| MML Investors Services, LLC | 616,842 | $8,038 萬 | 0.57% | −39,543−6.0% | 減碼 |
| Optiver Holding B.V. | 612,222 | $7,978 萬 | 3.69% | +485,618+383.6% | 加碼 |
| Texas Permanent School Fund | 611,522 | $7,969 萬 | 0.79% | +195,115+46.9% | 加碼 |
| Evercore Wealth Management, LLC | 605,385 | $7,889 萬 | 1.57% | +1,195+0.2% | 加碼 |
| Nissay Asset Management Corp | 601,933 | $7,844 萬 | 0.70% | −150,218−20.0% | 減碼 |
| AXA S.A. | 592,400 | $7,720 萬 | 0.27% | +9,673+1.7% | 加碼 |
| Quintet Private Bank (Europe) S.A. | 577,250 | $7,522 萬 | 4.47% | +577,250 | 新進 |
| Colony Group LLC | 567,980 | $7,401 萬 | 1.10% | −51,639−8.3% | 減碼 |
| Consulta Ltd | 550,000 | $7,167 萬 | 5.64% | 00.0% | 不變 |
| Crawford Investment Counsel Inc | 548,440 | $7,147 萬 | 1.53% | −108,339−16.5% | 減碼 |
| Wilkinson Global Asset Management LLC | 548,264 | $7,144 萬 | 5.65% | −10,561−1.9% | 減碼 |
| AQR Capital Management LLC | 552,923 | $7,132 萬 | 0.16% | −309,704−35.9% | 減碼 |
| IFM Investors Pty Ltd | 546,608 | $7,123 萬 | 1.08% | +23,296+4.5% | 加碼 |
| Factory Mutual Insurance Co | 533,325 | $6,950 萬 | 1.09% | −22,300−4.0% | 減碼 |
| Virginia Retirement Systems Et Al | 532,138 | $6,934 萬 | 0.72% | +71,380+15.5% | 加碼 |
| CIBC Asset Management Inc | 527,236 | $6,870 萬 | 0.28% | −10,188−1.9% | 減碼 |
| Tiaa, FSB | 525,995 | $6,854 萬 | 0.25% | +11,800+2.3% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 525,597 | $6,849 萬 | 1.23% | +37,807+7.8% | 加碼 |
| Utah Retirement Systems | 519,669 | $6,772 萬 | 0.98% | +1,600+0.3% | 加碼 |
| Connectus Wealth, LLC | 517,150 | $6,739 萬 | 1.66% | +3,836+0.7% | 加碼 |
| TCW Group Inc | 507,022 | $6,607 萬 | 0.85% | +15,855+3.2% | 加碼 |
| Fort Washington Investment Advisors Inc | 506,936 | $6,606 萬 | 0.50% | +4,818+1.0% | 加碼 |
| Cornerstone Investment Partners, LLC | 506,390 | $6,599 萬 | 4.37% | −30,458−5.7% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 497,251 | $6,480 萬 | 0.55% | +1,439+0.3% | 加碼 |
| Impax Asset Management Group plc | 496,980 | $6,476 萬 | 0.27% | +11,342+2.3% | 加碼 |
| Park National Corp | 494,611 | $6,445 萬 | 2.87% | +3,513+0.7% | 加碼 |
| Staley Capital Advisers Inc | 490,930 | $6,397 萬 | 3.58% | +2,908+0.6% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 485,978 | $6,333 萬 | 0.86% | +2,400+0.5% | 加碼 |
| Candriam Luxembourg S.C.A. | 517,518 | $6,207 萬 | 0.43% | +291,421+128.9% | 加碼 |
| Yousif Capital Management, LLC | 474,980 | $6,189 萬 | 0.81% | −24,833−5.0% | 減碼 |
| Umb Bank N A | 471,061 | $6,138 萬 | 0.98% | −5,101−1.1% | 減碼 |
| USS Investment Management Ltd | 471,130 | $6,138 萬 | 0.85% | +12,399+2.7% | 加碼 |
| Basswood Capital Management, L.L.C. | 469,496 | $6,118 萬 | 4.27% | 00.0% | 不變 |
| Boston Private Wealth LLC | 468,980 | $6,111 萬 | 0.85% | −37,094−7.3% | 減碼 |
| Polaris Capital Management, LLC | 466,651 | $6,081 萬 | 2.27% | −5,700−1.2% | 減碼 |
| Steward Partners Investment Advisory, LLC | 461,808 | $6,018 萬 | 0.96% | +2,670+0.6% | 加碼 |
| NFJ Investment Group, LLC | 459,916 | $5,993 萬 | 1.60% | −304,778−39.9% | 減碼 |
| Cullen/Frost Bankers, Inc. | 459,895 | $5,993 萬 | 1.10% | −24,753−5.1% | 減碼 |
| InterOcean Capital Group, LLC | 459,375 | $5,986 萬 | 2.02% | +17,867+4.0% | 加碼 |
| Capital Advisors Inc | 458,645 | $5,977 萬 | 1.61% | +9,470+2.1% | 加碼 |
| Financial Counselors Inc | 458,630 | $5,976 萬 | 1.29% | −1,038−0.2% | 減碼 |
| CCLA Investment Management Ltd | 457,639 | $5,958 萬 | 1.17% | +1,431+0.3% | 加碼 |
| E. Ohman J:or Asset Management AB | 457,081 | $5,956 萬 | 2.34% | +3,850+0.8% | 加碼 |
| Commerzbank Aktiengesellschaft | 453,020 | $5,903 萬 | 3.18% | +38,829+9.4% | 加碼 |
| Berkshire Asset Management LLC | 452,871 | $5,901 萬 | 3.65% | −970−0.2% | 減碼 |
| Federated Hermes, Inc. | 452,610 | $5,898 萬 | 0.15% | −2,949,648−86.7% | 減碼 |
| Qube Research & Technologies Ltd | 451,264 | $5,880 萬 | 0.34% | +451,264 | 新進 |
| Beck Mack & Oliver LLC | 449,545 | $5,858 萬 | 1.69% | −21,631−4.6% | 減碼 |
| Omers Administration Corp | 446,464 | $5,818 萬 | 0.90% | 00.0% | 不變 |
| Gabelli Funds LLC | 444,022 | $5,786 萬 | 0.44% | −9,495−2.1% | 減碼 |
| Brandes Investment Partners, LP | 443,700 | $5,782 萬 | 1.23% | +87,144+24.4% | 加碼 |