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 +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 1,651 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 |
|---|---|---|---|---|---|
| Samlyn Capital, LLC | 440,288 | $5,737 萬 | 1.05% | +440,288 | 新進 |
| Mutual of America Capital Management LLC | 439,334 | $5,725 萬 | 0.68% | +720.0% | 加碼 |
| Stock Yards Bank & Trust Co | 434,578 | $5,663 萬 | 2.17% | +3,331+0.8% | 加碼 |
| Glenview Trust Co | 433,153 | $5,644 萬 | 1.69% | +11,945+2.8% | 加碼 |
| RNC Capital Management LLC | 432,857 | $5,641 萬 | 3.18% | +2,306+0.5% | 加碼 |
| Investment Management Corp of Ontario | 429,375 | $5,595 萬 | 2.32% | −3,892−0.9% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 424,567 | $5,533 萬 | 1.47% | −63,188−13.0% | 減碼 |
| Pinnacle Associates Ltd | 420,999 | $5,486 萬 | 1.12% | −1,206−0.3% | 減碼 |
| Abrams Bison Investments, LLC | 420,000 | $5,473 萬 | 5.47% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 419,069 | $5,461 萬 | 0.59% | −105,017−20.0% | 減碼 |
| New York Life Investment Management LLC | 416,605 | $5,429 萬 | 0.60% | +1,008+0.2% | 加碼 |
| RMB Capital Management, LLC | 416,259 | $5,424 萬 | 1.89% | +14,428+3.6% | 加碼 |
| Atalanta Sosnoff Capital, LLC | 415,254 | $5,411 萬 | 1.57% | −563−0.1% | 減碼 |
| Border to Coast Pensions Partnership Ltd | 414,492 | $5,401 萬 | 1.45% | +59,554+16.8% | 加碼 |
| Cambiar Investors LLC | 412,481 | $5,375 萬 | 2.32% | +29,685+7.8% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 411,843 | $5,367 萬 | 0.54% | 00.0% | 不變 |
| Prio Wealth Limited Partnership | 411,630 | $5,364 萬 | 2.06% | −12,199−2.9% | 減碼 |
| Donaldson Capital Management, LLC | 406,247 | $5,294 萬 | 2.50% | +85,622+26.7% | 加碼 |
| State of Alaska, Department of Revenue | 404,410 | $5,270 萬 | 0.62% | −6,183−1.5% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 403,843 | $5,262 萬 | 0.27% | +91,900+29.5% | 加碼 |
| Cantor Fitzgerald, L. P. | 401,196 | $5,228 萬 | 1.12% | +407+0.1% | 加碼 |
| Braun Stacey Associates Inc | 400,586 | $5,220 萬 | 1.37% | +201,298+101.0% | 加碼 |
| Guidance Point Advisors, LLC | 400,579 | $5,220 萬 | 21.05% | +10.0% | 加碼 |
| Associated Banc-Corp | 397,075 | $5,174 萬 | 2.08% | +4,791+1.2% | 加碼 |
| Synovus Financial Corp | 393,050 | $5,122 萬 | 0.58% | +1380.0% | 加碼 |
| Becker Capital Management Inc | 392,957 | $5,121 萬 | 2.02% | −15,878−3.9% | 減碼 |
| Waters Parkerson & Co., LLC | 390,732 | $5,092 萬 | 3.01% | +836+0.2% | 加碼 |
| Xponance, Inc. | 389,883 | $5,081 萬 | 0.74% | +11,004+2.9% | 加碼 |
| PFS Investments Inc. | 396,519 | $5,054 萬 | 0.88% | +41,611+11.7% | 加碼 |
| TCTC Holdings, LLC | 387,465 | $5,049 萬 | 2.03% | +6,127+1.6% | 加碼 |
| Capital International Inc | 386,892 | $5,042 萬 | 1.01% | −43,334−10.1% | 減碼 |
| Smith Chas P & Associates Pa Cpas | 384,207 | $5,007 萬 | 3.40% | +2,326+0.6% | 加碼 |
| Gulf International Bank (UK) Ltd | 383,493 | $4,997 萬 | 1.04% | −107,000−21.8% | 減碼 |
| D.A. Davidson & Co. | 383,360 | $4,993 萬 | 0.56% | +7,257+1.9% | 加碼 |
| Nicholas Company, Inc. | 382,470 | $4,984 萬 | 1.01% | 00.0% | 不變 |
| Seizert Capital Partners, LLC | 378,833 | $4,937 萬 | 2.72% | −25,149−6.2% | 減碼 |
| Millennium Management LLC | 377,855 | $4,924 萬 | 0.06% | −704,739−65.1% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 374,685 | $4,883 萬 | 0.17% | +27,501+7.9% | 加碼 |
| Intech Investment Management LLC | 373,569 | $4,868 萬 | 0.39% | +44,559+13.5% | 加碼 |
| Ossiam | 372,592 | $4,855 萬 | 1.01% | +103,560+38.5% | 加碼 |
| Private Management Group Inc | 371,761 | $4,844 萬 | 2.18% | +1,315+0.4% | 加碼 |
| Advisors Capital Management, LLC | 370,803 | $4,832 萬 | 1.25% | +5,710+1.6% | 加碼 |
| Avalon Investment & Advisory | 370,219 | $4,824 萬 | 1.32% | −18,405−4.7% | 減碼 |
| Cambridge Trust Co | 370,136 | $4,823 萬 | 2.30% | −7,215−1.9% | 減碼 |
| Vaughan David Investments LLC | 368,925 | $4,808 萬 | 1.45% | −1,076−0.3% | 減碼 |
| Edgar Lomax Co | 368,550 | $4,803 萬 | 3.09% | +308,270+511.4% | 加碼 |
| Davis R M Inc | 368,410 | $4,801 萬 | 1.22% | −11,976−3.1% | 減碼 |
| Locust Wood Capital Advisers, LLC | 367,288 | $4,786 萬 | 2.99% | −34,015−8.5% | 減碼 |
| Oppenheimer & Co Inc | 365,356 | $4,761 萬 | 1.01% | +13,595+3.9% | 加碼 |
| Dodge & Cox | 362,800 | $4,728 萬 | 0.03% | −51,200−12.4% | 減碼 |
| Guggenheim Capital LLC | 360,378 | $4,696 萬 | 0.40% | +13,677+3.9% | 加碼 |
| GWM Advisors LLC | 357,946 | $4,677 萬 | 0.58% | +32,178+9.9% | 加碼 |
| ABN AMRO Bank N.V. | 355,552 | $4,641 萬 | 1.04% | +355,552 | 新進 |
| Principle Wealth Partners LLC | 353,907 | $4,612 萬 | 4.93% | −1410.0% | 減碼 |
| Ceredex Value Advisors LLC | 352,334 | $4,591 萬 | 0.71% | −169,048−32.4% | 減碼 |
| AMF Pensionsforsakring AB | 349,613 | $4,556 萬 | 0.47% | +349,613 | 新進 |
| AE Wealth Management LLC | 349,481 | $4,554 萬 | 0.29% | +12,413+3.7% | 加碼 |
| Swiss Life Asset Management Ltd | 349,323 | $4,553 萬 | 0.69% | −10,363−2.9% | 減碼 |
| Industrial Alliance Investment Management Inc. | 348,229 | $4,538 萬 | 1.26% | −166,466−32.3% | 減碼 |
| Cetera Advisor Networks LLC | 347,696 | $4,531 萬 | 0.33% | +5,442+1.6% | 加碼 |
| Ninety One UK Ltd | 346,107 | $4,510 萬 | 0.14% | −92,793−21.1% | 減碼 |
| Carnegie Capital Asset Management, LLC | 345,873 | $4,507 萬 | 1.80% | +15,420+4.7% | 加碼 |
| Country Trust Bank | 345,856 | $4,507 萬 | 1.28% | −26,462−7.1% | 減碼 |
| Czech National Bank | 345,494 | $4,502 萬 | 1.11% | +1,968+0.6% | 加碼 |
| Westpac Banking Corp | 344,899 | $4,494 萬 | 0.60% | +33,189+10.6% | 加碼 |
| Vontobel Holding Ltd. | 344,496 | $4,489 萬 | 0.42% | −7,221−2.1% | 減碼 |
| Gamco Investors, Inc. Et Al | 343,035 | $4,470 萬 | 0.48% | −43,281−11.2% | 減碼 |
| Mercer Global Advisors Inc | 342,755 | $4,466 萬 | 0.20% | +6,233+1.9% | 加碼 |
| JTC Employer Solutions Trusteee Ltd | 341,674 | $4,451 萬 | 4.73% | −429−0.1% | 減碼 |
| Capula Management Ltd | 339,517 | $4,424 萬 | 3.85% | +317,638+1,451.8% | 加碼 |
| Global Frontier Investments LLC | 339,000 | $4,418 萬 | 19.84% | 00.0% | 不變 |
| Lazard Asset Management LLC | 337,476 | $4,397 萬 | 0.06% | −194,704−36.6% | 減碼 |
| Henshaw Capital LLC | 337,139 | $4,393 萬 | 2.71% | 00.0% | 不變 |
| Raymond James Trust N.A. | 332,435 | $4,332 萬 | 1.37% | +8,956+2.8% | 加碼 |
| Cetera Investment Advisers | 332,380 | $4,331 萬 | 0.38% | −9,762−2.9% | 減碼 |
| Deprince Race & Zollo Inc | 331,454 | $4,319 萬 | 1.00% | −6,048−1.8% | 減碼 |
| Ilmarinen Mutual Pension Insurance Co | 325,869 | $4,246 萬 | 0.58% | +78,000+31.5% | 加碼 |
| Massmutual Trust Co FSB | 324,769 | $4,232 萬 | 1.62% | +3,490+1.1% | 加碼 |
| Welch Group, LLC | 324,292 | $4,226 萬 | 2.46% | +14,707+4.8% | 加碼 |
| Beacon Pointe Advisors, LLC | 323,257 | $4,212 萬 | 0.72% | −20,654−6.0% | 減碼 |
| Private Advisor Group, LLC | 322,936 | $4,208 萬 | 0.40% | +21,134+7.0% | 加碼 |
| Madison Asset Management, LLC | 320,919 | $4,182 萬 | 0.64% | −86,406−21.2% | 減碼 |
| Trexquant Investment LP | 318,342 | $4,148 萬 | 1.14% | +318,342 | 新進 |
| Polar Capital Holdings Plc | 317,514 | $4,138 萬 | 0.30% | +61,541+24.0% | 加碼 |
| Cornerstone Advisors, LLC | 317,000 | $4,131 萬 | 1.92% | +60,000+23.3% | 加碼 |
| Argent Capital Management LLC | 315,750 | $4,115 萬 | 1.43% | −275,700−46.6% | 減碼 |
| Vigilant Capital Management, LLC | 313,378 | $4,084 萬 | 3.31% | +4,797+1.6% | 加碼 |
| Miller Howard Investments Inc | 312,972 | $4,078 萬 | 1.48% | +11,717+3.9% | 加碼 |
| Washington Trust Co | 312,037 | $4,066 萬 | 1.83% | −47,142−13.1% | 減碼 |
| Whittier Trust Co of Nevada Inc | 308,853 | $4,025 萬 | 1.48% | +3,446+1.1% | 加碼 |
| Daiwa Securities Group Inc. | 308,203 | $4,016 萬 | 0.28% | +28,121+10.0% | 加碼 |
| Wafra Inc. | 307,867 | $4,012 萬 | 1.43% | +35,469+13.0% | 加碼 |
| MAI Capital Management | 307,837 | $4,011 萬 | 0.64% | −2,035−0.7% | 減碼 |
| Wesbanco Bank Inc | 307,167 | $4,003 萬 | 1.73% | +3,489+1.1% | 加碼 |
| Voloridge Investment Management, LLC | 305,869 | $3,986 萬 | 0.20% | +305,869 | 新進 |
| Phoenix Holdings Ltd. | 305,284 | $3,976 萬 | 0.89% | −767,597−71.5% | 減碼 |
| Foundry Partners, LLC | 303,643 | $3,957 萬 | 2.49% | −46,118−13.2% | 減碼 |
| Adams Diversified Equity Fund, Inc. | 303,487 | $3,955 萬 | 1.77% | +55,600+22.4% | 加碼 |
| Ancora Advisors, LLC | 302,050 | $3,936 萬 | 1.12% | −15,471−4.9% | 減碼 |
| Clear Street LLC | 300,000 | $3,909 萬 | 6.22% | +300,000 | 新進 |