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 2 季 13F 持有人
JPMorgan Chase & Co 在 2023/6/30 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
- 3,672
- 較 2023 年第 1 季 +90 家
- 持有股數
- 20.5 億
- 較 2023 年第 1 季 −5,248 萬 (−2.5%)
- 總市值
- $2,976 億
- 較 2023 年第 1 季 +$314.3 億 (+11.8%)
- 新進機構
- 186
- 另有 1,625 家加碼
- 清倉機構
- 96
- 另有 1,514 家減碼
另有 30 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 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 2 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 273,451,539 | $397.7 億 | 0.94% | −1,922,011−0.7% | 減碼 |
| BlackRock Inc. | 192,272,356 | $279.6 億 | 0.77% | −1,576,939−0.8% | 減碼 |
| State Street Corp | 126,243,947 | $183.6 億 | 0.96% | +2,384,901+1.9% | 加碼 |
| Morgan Stanley | 62,739,902 | $91.2 億 | 0.90% | +2,323,678+3.8% | 加碼 |
| Bank of America Corp | 55,851,508 | $81.2 億 | 0.96% | −5,962,072−9.6% | 減碼 |
| Geode Capital Management, LLC | 53,367,497 | $77.4 億 | 0.91% | +1,057,041+2.0% | 加碼 |
| FMR LLC | 48,811,257 | $71.0 億 | 0.60% | +6,554,435+15.5% | 加碼 |
| Capital International Investors | 41,082,210 | $59.7 億 | 1.44% | +45,927+0.1% | 加碼 |
| Capital World Investors | 38,362,149 | $55.8 億 | 1.07% | −2,178,149−5.4% | 減碼 |
| Wellington Management Group LLP | 37,818,621 | $55.0 億 | 1.04% | +583,531+1.6% | 加碼 |
| Norges Bank | 35,326,641 | $51.4 億 | 1.01% | +1,754,888+5.2% | 加碼 |
| Price T Rowe Associates Inc | 33,128,835 | $48.2 億 | 0.67% | +359,312+1.1% | 加碼 |
| Northern Trust Corp | 32,218,219 | $46.9 億 | 0.90% | −999,906−3.0% | 減碼 |
| Massachusetts Financial Services Co | 31,402,397 | $45.7 億 | 1.50% | −439,429−1.4% | 減碼 |
| Bank of New York Mellon Corp | 30,042,826 | $43.7 億 | 0.92% | −878,317−2.8% | 減碼 |
| Wells Fargo & Company | 24,662,927 | $35.9 億 | 1.04% | −305,361−1.2% | 減碼 |
| Ameriprise Financial Inc | 23,267,492 | $33.9 億 | 1.06% | +867,932+3.9% | 加碼 |
| Royal Bank of Canada | 22,387,961 | $32.6 億 | 0.91% | +817,374+3.8% | 加碼 |
| Legal & General Group Plc | 19,926,070 | $29.0 億 | 0.94% | +745,061+3.9% | 加碼 |
| Charles Schwab Investment Management Inc | 20,107,995 | $28.9 億 | 0.83% | −95,967−0.5% | 減碼 |
| Dimensional Fund Advisors LP | 19,530,978 | $28.4 億 | 0.91% | −341,964−1.7% | 減碼 |
| Goldman Sachs Group Inc | 17,764,527 | $25.8 億 | 0.66% | −385,739−2.1% | 減碼 |
| Nuveen Asset Management, LLC | 16,226,642 | $23.6 億 | 0.82% | +458,188+2.9% | 加碼 |
| UBS Group AG | 15,628,844 | $22.7 億 | 0.99% | −349,224−2.2% | 減碼 |
| Deutsche Bank AG | 15,148,361 | $22.0 億 | 1.17% | +221,578+1.5% | 加碼 |
| Capital Research Global Investors | 14,775,677 | $21.5 億 | 0.58% | −242,355−1.6% | 減碼 |
| Invesco Ltd. | 14,275,952 | $20.8 億 | 0.54% | +1,226,047+9.4% | 加碼 |
| Franklin Resources Inc | 14,241,610 | $20.7 億 | 0.98% | +100,029+0.7% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 13,408,405 | $19.5 億 | 3.04% | +641,735+5.0% | 加碼 |
| Neuberger Berman Group LLC | 12,749,429 | $18.5 億 | 1.66% | −170,020−1.3% | 減碼 |
| UBS Asset Management Americas Inc | 10,817,424 | $14.1 億 | 0.68% | 00.0% | 不變 |
| Boston Partners | 9,259,465 | $13.5 億 | 1.82% | −207,973−2.2% | 減碼 |
| Fisher Asset Management, LLC | 8,994,224 | $13.1 億 | 0.72% | +558,598+6.6% | 加碼 |
| Raymond James & Associates | 8,858,415 | $12.9 億 | 1.06% | +238,437+2.8% | 加碼 |
| Barclays PLC | 8,422,975 | $12.3 億 | 0.80% | +3,228,791+62.2% | 加碼 |
| Janus Henderson Group PLC | 8,273,503 | $12.0 億 | 0.75% | −737,627−8.2% | 減碼 |
| Clearbridge Investments, LLC | 7,926,898 | $11.5 億 | 1.04% | −310,818−3.8% | 減碼 |
| Sanders Capital, LLC | 7,727,745 | $11.2 億 | 2.35% | +260,050+3.5% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 7,538,060 | $11.0 億 | 0.85% | −1,056,905−12.3% | 減碼 |
| Alliancebernstein L.P. | 7,523,482 | $10.9 億 | 0.45% | +303,787+4.2% | 加碼 |
| Bank of Montreal | 7,217,596 | $10.5 億 | 0.64% | −1,115,060−13.4% | 減碼 |
| California Public Employees Retirement System | 7,115,266 | $10.3 億 | 0.89% | −779,795−9.9% | 減碼 |
| The PNC Financial Services Group, Inc. | 7,073,858 | $10.3 億 | 0.88% | −143,371−2.0% | 減碼 |
| Bessemer Group Inc | 6,506,783 | $9.46 億 | 2.01% | +435,883+7.2% | 加碼 |
| HSBC Holdings PLC | 6,415,023 | $9.34 億 | 1.00% | −475,584−6.9% | 減碼 |
| Principal Financial Group Inc | 6,187,900 | $9.00 億 | 0.62% | −107,678−1.7% | 減碼 |
| Rhumbline Advisers | 5,747,440 | $8.36 億 | 0.94% | +141,959+2.5% | 加碼 |
| Primecap Management Co | 5,413,951 | $7.87 億 | 0.66% | −664,700−10.9% | 減碼 |
| Baird Financial Group, Inc. | 5,197,209 | $7.56 億 | 2.00% | −1,224,922−19.1% | 減碼 |
| Envestnet Asset Management Inc | 5,110,906 | $7.43 億 | 0.33% | +241,308+5.0% | 加碼 |
| New York State Common Retirement Fund | 5,023,528 | $7.31 億 | 0.94% | −152,389−2.9% | 減碼 |
| Credit Suisse AG | 5,000,635 | $7.27 億 | 0.73% | −1,132,019−18.5% | 減碼 |
| Susquehanna International Group, LLP | 4,966,735 | $7.22 億 | 1.16% | +2,353,616+90.1% | 加碼 |
| California State Teachers Retirement System | 4,864,422 | $7.07 億 | 1.00% | −104,165−2.1% | 減碼 |
| Greenhaven Associates Inc大師Greenhaven | 4,806,904 | $6.99 億 | 9.28% | +68,120+1.4% | 加碼 |
| JPMorgan Chase & Co | 4,614,842 | $6.71 億 | 0.08% | +558,720+13.8% | 加碼 |
| Ensign Peak Advisors, Inc | 4,579,695 | $6.66 億 | 1.35% | −171,905−3.6% | 減碼 |
| Citadel Advisors LLC | 4,563,841 | $6.64 億 | 0.74% | −784,866−14.7% | 減碼 |
| Schroder Investment Management Group | 4,553,068 | $6.62 億 | 0.95% | +42,355+0.9% | 加碼 |
| Voya Investment Management LLC | 4,545,283 | $6.61 億 | 0.68% | +42,790+1.0% | 加碼 |
| American Century Companies Inc | 4,503,391 | $6.55 億 | 0.49% | −350,578−7.2% | 減碼 |
| National Bank of Canada | 4,402,613 | $6.45 億 | 1.30% | +1,240,039+39.2% | 加碼 |
| Manufacturers Life Insurance Company, The | 4,310,851 | $6.27 億 | 0.35% | −209,198−4.6% | 減碼 |
| Fayez Sarofim & Co | 4,255,147 | $6.19 億 | 2.17% | −429,701−9.2% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 4,253,317 | $6.19 億 | 1.09% | +29,531+0.7% | 加碼 |
| National Pension Service | 4,311,461 | $6.18 億 | 1.00% | +121,897+2.9% | 加碼 |
| Stifel Financial Corp | 4,243,646 | $6.17 億 | 0.84% | −139,895−3.2% | 減碼 |
| Davis Selected Advisers | 4,206,087 | $6.12 億 | 3.73% | +12,793+0.3% | 加碼 |
| US Bancorp | 4,098,396 | $5.96 億 | 0.97% | −107,483−2.6% | 減碼 |
| Amundi | 4,056,595 | $5.95 億 | 0.30% | +356,634+9.6% | 加碼 |
| Toronto Dominion Bank | 3,969,724 | $5.77 億 | 0.86% | +1,151,487+40.9% | 加碼 |
| FIL Ltd | 3,896,327 | $5.67 億 | 0.64% | +71,071+1.9% | 加碼 |
| Ontario Teachers Pension Plan Board | 3,856,515 | $5.61 億 | 5.86% | +141,129+3.8% | 加碼 |
| Public Investment Fund | 3,851,053 | $5.60 億 | 1.44% | 00.0% | 不變 |
| TD Asset Management Inc | 3,721,043 | $5.41 億 | 0.62% | −59,624−1.6% | 減碼 |
| APG Asset Management N.V. | 4,057,454 | $5.41 億 | 1.09% | +205,779+5.3% | 加碼 |
| Prudential Financial Inc | 3,670,027 | $5.34 億 | 0.78% | −64,546−1.7% | 減碼 |
| DekaBank Deutsche Girozentrale | 3,612,858 | $5.24 億 | 1.18% | +191,357+5.6% | 加碼 |
| Swedbank AB | 3,528,550 | $5.13 億 | 0.91% | +3,055+0.1% | 加碼 |
| CIBC Private Wealth Group, LLC | 3,389,002 | $4.93 億 | 1.08% | +47,908+1.4% | 加碼 |
| Putnam Investments LLC | 3,346,230 | $4.87 億 | 0.72% | +175,056+5.5% | 加碼 |
| Citigroup Inc | 3,208,309 | $4.67 億 | 0.60% | −584,125−15.4% | 減碼 |
| New York State Teachers Retirement System | 3,202,627 | $4.66 億 | 1.05% | −199,182−5.9% | 減碼 |
| Capital Wealth Planning, LLC | 3,080,586 | $4.48 億 | 5.53% | +47,789+1.6% | 加碼 |
| State Board of Administration of Florida Retirement System | 3,070,362 | $4.47 億 | 0.99% | −74,744−2.4% | 減碼 |
| CI Private Wealth, LLC | 3,010,152 | $4.38 億 | 1.01% | +347,165+13.0% | 加碼 |
| Truist Financial Corp | 2,920,935 | $4.25 億 | 0.71% | −18,921−0.6% | 減碼 |
| Nordea Investment Management AB | 2,934,343 | $4.24 億 | 0.58% | −360,330−10.9% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 2,913,666 | $4.24 億 | 0.92% | +272,500+10.3% | 加碼 |
| Mackenzie Financial Corp | 2,883,379 | $4.23 億 | 0.65% | +24,379+0.9% | 加碼 |
| Korea Investment CORP | 2,898,790 | $4.22 億 | 1.18% | +22,413+0.8% | 加碼 |
| LPL Financial LLC | 2,810,481 | $4.09 億 | 0.29% | +124,798+4.6% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 2,751,547 | $4.00 億 | 0.49% | +1,752,329+175.4% | 加碼 |
| Allianz Asset Management GmbH | 2,727,245 | $3.97 億 | 0.84% | −96,766−3.4% | 減碼 |
| Victory Capital Management Inc | 2,684,145 | $3.90 億 | 0.43% | +50,753+1.9% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,610,243 | $3.80 億 | 0.79% | +176,141+7.2% | 加碼 |
| HighTower Advisors, LLC | 2,532,612 | $3.68 億 | 0.73% | +7,132+0.3% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 2,408,868 | $3.50 億 | 1.31% | −44,759−1.8% | 減碼 |
| Lord, Abbett & Co. LLC | 2,365,240 | $3.44 億 | 1.18% | −344,968−12.7% | 減碼 |
| King Luther Capital Management Corp | 2,281,476 | $3.32 億 | 1.65% | −4,270−0.2% | 減碼 |