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 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 | 5,157 | $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 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 |
|---|---|---|---|---|---|
| Fifth Third Bancorp | 2,265,384 | $3.29 億 | 1.45% | −11,499−0.5% | 減碼 |
| Brandywine Global Investment Management, LLC | 2,203,563 | $3.20 億 | 2.67% | −389,666−15.0% | 減碼 |
| 1832 Asset Management L.P. | 2,161,289 | $3.14 億 | 0.61% | +131,650+6.5% | 加碼 |
| Blair William & Co | 2,130,031 | $3.10 億 | 1.13% | +52,213+2.5% | 加碼 |
| M&T Bank Corp | 2,116,378 | $3.08 億 | 1.15% | −8,997−0.4% | 減碼 |
| Gardner Russo & Quinn LLC大師Gardner Russo & Quinn | 2,112,917 | $3.07 億 | 3.04% | +294,058+16.2% | 加碼 |
| Great West Life Assurance Co | 2,062,920 | $3.01 億 | 0.72% | −180,800−8.1% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 2,056,747 | $2.99 億 | 1.78% | −46,657−2.2% | 減碼 |
| Royal London Asset Management Ltd | 2,040,687 | $2.97 億 | 0.96% | +419,547+25.9% | 加碼 |
| Cincinnati Insurance Co | 2,012,000 | $2.93 億 | 5.57% | 00.0% | 不變 |
| BNP Paribas Arbitrage, SA | 2,009,370 | $2.92 億 | 0.58% | +533,362+36.1% | 加碼 |
| Canada Pension Plan Investment Board | 2,002,385 | $2.91 億 | 0.44% | +272,100+15.7% | 加碼 |
| Thrivent Financial for Lutherans | 1,981,382 | $2.88 億 | 0.66% | −123,317−5.9% | 減碼 |
| First Trust Advisors LP | 1,951,903 | $2.84 億 | 0.32% | −149,312−7.1% | 減碼 |
| Marshall Wace, LLP | 1,943,339 | $2.83 億 | 0.61% | +1,128,112+138.4% | 加碼 |
| Mariner, LLC | 1,938,355 | $2.82 億 | 0.75% | +12,127+0.6% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 1,926,128 | $2.80 億 | 0.65% | +20,365+1.1% | 加碼 |
| State of Wisconsin Investment Board | 1,924,664 | $2.80 億 | 0.79% | +169,475+9.7% | 加碼 |
| Cullen Capital Management LLC | 1,912,873 | $2.78 億 | 2.49% | −159,123−7.7% | 減碼 |
| Huntington National Bank | 1,907,763 | $2.77 億 | 2.57% | −23,489−1.2% | 減碼 |
| Jennison Associates LLC | 1,884,376 | $2.74 億 | 0.22% | −13,785−0.7% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 1,866,767 | $2.72 億 | 1.22% | +759,014+68.5% | 加碼 |
| Keybank National Association | 1,852,337 | $2.69 億 | 1.22% | −20,440−1.1% | 減碼 |
| Pzena Investment Management LLC | 1,798,712 | $2.62 億 | 1.12% | −59,640−3.2% | 減碼 |
| Haverford Trust Co | 1,782,527 | $2.59 億 | 2.93% | −7,173−0.4% | 減碼 |
| Thornburg Investment Management Inc | 1,774,872 | $2.58 億 | 4.18% | −199,032−10.1% | 減碼 |
| Commonwealth Equity Services, LLC | 1,765,073 | $2.57 億 | 0.52% | +14,229+0.8% | 加碼 |
| Rockefeller Capital Management L.P. | 1,745,788 | $2.54 億 | 0.98% | +137,411+8.5% | 加碼 |
| Janney Montgomery Scott LLC | 1,731,162 | $2.52 億 | 0.88% | +7,740+0.4% | 加碼 |
| KBC Group NV | 1,726,659 | $2.51 億 | 1.03% | −183,334−9.6% | 減碼 |
| State of New Jersey Common Pension Fund D | 1,723,705 | $2.51 億 | 0.85% | −2,356−0.1% | 減碼 |
| Russell Investments Group, Ltd. | 1,699,115 | $2.47 億 | 0.48% | −302,910−15.1% | 減碼 |
| Standard Life Aberdeen plc | 1,689,874 | $2.46 億 | 0.57% | +61,098+3.8% | 加碼 |
| Brave Warrior Advisors, LLC | 1,687,718 | $2.45 億 | 6.49% | −10,029−0.6% | 減碼 |
| Mairs & Power Inc | 1,648,888 | $2.40 億 | 2.61% | +362,609+28.2% | 加碼 |
| Public Employees Retirement System of Ohio | 1,612,402 | $2.35 億 | 0.95% | −124,456−7.2% | 減碼 |
| Natixis Advisors, L.P. | 1,610,004 | $2.34 億 | 0.72% | +88,469+5.8% | 加碼 |
| CIBC World Markets Inc. | 1,608,154 | $2.34 億 | 0.80% | +55,945+3.6% | 加碼 |
| Public Employees Retirement Association of Colorado | 1,589,212 | $2.31 億 | 1.10% | −9,629−0.6% | 減碼 |
| Epoch Investment Partners, Inc. | 1,573,192 | $2.29 億 | 1.32% | −58,786−3.6% | 減碼 |
| State of Tennessee, Treasury Department | 1,531,296 | $2.23 億 | 0.93% | −70,344−4.4% | 減碼 |
| M&G Investment Management Ltd | 1,520,710 | $2.21 億 | 1.32% | −213,004−12.3% | 減碼 |
| Storebrand Asset Management AS | 1,514,323 | $2.20 億 | 1.01% | +32,097+2.2% | 加碼 |
| STRS Ohio | 1,493,454 | $2.17 億 | 0.92% | −49,539−3.2% | 減碼 |
| Smead Capital Management, Inc. | 1,425,683 | $2.07 億 | 4.12% | −20,439−1.4% | 減碼 |
| Pictet Asset Management SA | 1,406,758 | $2.05 億 | 0.24% | −7,799−0.6% | 減碼 |
| Scotia Capital Inc. | 1,395,636 | $2.03 億 | 1.39% | +50,168+3.7% | 加碼 |
| Asset Management One Co.,Ltd. | 1,387,247 | $2.02 億 | 0.85% | +3,298+0.2% | 加碼 |
| ACR Alpine Capital Research, LLC | 1,377,646 | $2.00 億 | 7.56% | +1,861+0.1% | 加碼 |
| Advisor Group Holdings, Inc. | 1,357,836 | $1.98 億 | 0.35% | +30,504+2.3% | 加碼 |
| Macquarie Group Ltd | 1,352,619 | $1.97 億 | 0.22% | +83,807+6.6% | 加碼 |
| Brown Advisory Inc | 1,330,581 | $1.94 億 | 0.30% | −25,267−1.9% | 減碼 |
| Treasurer of the State of North Carolina | 1,314,842 | $1.91 億 | 1.00% | +20,407+1.6% | 加碼 |
| Ci Investments Inc. | 1,314,094 | $1.91 億 | 0.96% | −118,452−8.3% | 減碼 |
| Commerce Bank | 1,289,890 | $1.88 億 | 1.40% | −6,845−0.5% | 減碼 |
| Aviva PLC | 1,273,559 | $1.85 億 | 0.75% | +350,182+37.9% | 加碼 |
| Loomis Sayles & Co L P | 1,268,356 | $1.84 億 | 0.30% | −31,838−2.4% | 減碼 |
| Boston Trust Walden Corp | 1,245,153 | $1.81 億 | 1.49% | −10,298−0.8% | 減碼 |
| Cerity Partners LLC | 1,240,117 | $1.80 億 | 0.70% | +76,401+6.6% | 加碼 |
| Regions Financial Corp | 1,223,036 | $1.78 億 | 1.54% | −25,686−2.1% | 減碼 |
| Rathbone Brothers plc | 1,216,124 | $1.77 億 | 1.65% | +6,719+0.6% | 加碼 |
| Bahl & Gaynor Inc | 1,209,635 | $1.76 億 | 1.07% | −580,747−32.4% | 減碼 |
| Davenport & Co LLC | 1,210,533 | $1.76 億 | 1.31% | −12,989−1.1% | 減碼 |
| Panagora Asset Management Inc | 1,188,961 | $1.73 億 | 1.02% | +30,791+2.7% | 加碼 |
| Nomura Asset Management Co Ltd | 1,185,055 | $1.72 億 | 0.79% | +46,117+4.0% | 加碼 |
| Glenmede Trust Co NA | 1,313,719 | $1.71 億 | 0.97% | 00.0% | 不變 |
| Zacks Investment Management | 1,157,954 | $1.68 億 | 2.11% | +5,225+0.5% | 加碼 |
| Jarislowsky, Fraser Ltd | 1,157,271 | $1.68 億 | 1.00% | −11,496−1.0% | 減碼 |
| Great Lakes Advisors, LLC | 1,145,647 | $1.67 億 | 1.66% | −118,604−9.4% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,107,260 | $1.61 億 | 0.71% | +67,326+6.5% | 加碼 |
| Capital Group Private Client Services, Inc. | 1,098,899 | $1.60 億 | 1.88% | −1,916−0.2% | 減碼 |
| Empower Advisory Group, LLC | 1,096,674 | $1.60 億 | 0.69% | +9,883+0.9% | 加碼 |
| CIBC World Markets Corp | 1,092,289 | $1.59 億 | 1.29% | +418,694+62.2% | 加碼 |
| Bradley Foster & Sargent Inc | 1,063,624 | $1.55 億 | 3.25% | +93,853+9.7% | 加碼 |
| Handelsbanken Fonder AB | 1,049,696 | $1.53 億 | 0.82% | +196,572+23.0% | 加碼 |
| Bristol John W & Co Inc | 1,045,648 | $1.52 億 | 2.88% | −7,976−0.8% | 減碼 |
| Kovitz Investment Group Partners, LLC | 1,042,379 | $1.52 億 | 2.23% | +32,462+3.2% | 加碼 |
| Paralel Advisors LLC | 1,028,000 | $1.50 億 | 7.98% | 00.0% | 不變 |
| Penserra Capital Management LLC | 1,025,414 | $1.49 億 | 2.95% | +12,118+1.2% | 加碼 |
| Retirement Systems of Alabama | 1,021,127 | $1.49 億 | 0.66% | −228,206−18.3% | 減碼 |
| Eagle Asset Management Inc | 1,014,599 | $1.48 億 | 0.82% | +325,627+47.3% | 加碼 |
| Creative Planning | 1,004,780 | $1.46 億 | 0.19% | +43,068+4.5% | 加碼 |
| Nisa Investment Advisors, LLC | 990,264 | $1.44 億 | 1.06% | +964+0.1% | 加碼 |
| Kames Capital plc | 981,970 | $1.43 億 | 2.31% | +89,566+10.0% | 加碼 |
| TD Waterhouse Canada Inc. | 878,443 | $1.39 億 | 1.39% | −17,296−1.9% | 減碼 |
| Clark Capital Management Group, Inc. | 956,301 | $1.39 億 | 1.24% | +75,903+8.6% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 961,692 | $1.39 億 | 0.30% | +56,595+6.3% | 加碼 |
| Teacher Retirement System of Texas | 949,389 | $1.38 億 | 0.93% | +109,438+13.0% | 加碼 |
| Zurich Insurance Group Ltd | 945,832 | $1.38 億 | 1.43% | +128,636+15.7% | 加碼 |
| RE Advisers Corp | 940,336 | $1.37 億 | 3.63% | +4,800+0.5% | 加碼 |
| Rafferty Asset Management, LLC | 937,607 | $1.36 億 | 0.77% | −50,959−5.2% | 減碼 |
| Robeco Institutional Asset Management B.V. | 930,211 | $1.35 億 | 0.35% | +171,406+22.6% | 加碼 |
| Fred Alger Management, LLC | 924,471 | $1.34 億 | 0.69% | +6,179+0.7% | 加碼 |
| Northwestern Mutual Wealth Management Co | 923,686 | $1.34 億 | 0.17% | +1,084+0.1% | 加碼 |
| Douglas Lane & Associates, LLC | 923,311 | $1.34 億 | 2.17% | −12,954−1.4% | 減碼 |
| Allspring Global Investments Holdings, LLC | 915,427 | $1.33 億 | 0.21% | −91,714−9.1% | 減碼 |
| Altshuler Shaham Ltd | 868,547 | $1.26 億 | 2.22% | −1,387,581−61.5% | 減碼 |
| LSV Asset Management | 850,300 | $1.24 億 | 0.27% | −1,270−0.1% | 減碼 |
| Westwood Holdings Group Inc. | 847,660 | $1.23 億 | 1.10% | −439,982−34.2% | 減碼 |
| Gateway Investment Advisers LLC | 838,693 | $1.22 億 | 1.44% | −1,522−0.2% | 減碼 |