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 |
|---|---|---|---|---|---|
| Arizona State Retirement System | 837,945 | $1.22 億 | 0.99% | +37,055+4.6% | 加碼 |
| ProShare Advisors LLC | 830,616 | $1.21 億 | 0.35% | −13,130−1.6% | 減碼 |
| Calamos Advisors LLC | 824,767 | $1.20 億 | 0.61% | +558+0.1% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 813,651 | $1.18 億 | 2.05% | +77,340+10.5% | 加碼 |
| Bartlett & Co. LLC | 813,651 | $1.18 億 | 2.05% | +77,340+10.5% | 加碼 |
| State of Michigan Retirement System | 803,531 | $1.17 億 | 0.72% | −2,000−0.2% | 減碼 |
| Junto Capital Management LP | 802,777 | $1.17 億 | 2.96% | +58,175+7.8% | 加碼 |
| Pinebridge Investments, L.P. | 801,161 | $1.17 億 | 1.26% | −138,550−14.7% | 減碼 |
| Public Sector Pension Investment Board | 793,285 | $1.15 億 | 0.83% | −39,487−4.7% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 787,319 | $1.15 億 | 0.75% | −12,879−1.6% | 減碼 |
| Los Angeles Capital Management LLC | 772,801 | $1.12 億 | 0.45% | +96,366+14.2% | 加碼 |
| American International Group, Inc. | 765,272 | $1.11 億 | 0.68% | −1,404−0.2% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 762,415 | $1.11 億 | 2.60% | +6,491+0.9% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 760,645 | $1.11 億 | 0.29% | −175,500−18.7% | 減碼 |
| Tredje AP-fonden | 758,256 | $1.10 億 | 1.56% | +14,279+1.9% | 加碼 |
| Consulta Ltd | 750,000 | $1.09 億 | 7.58% | +200,000+36.4% | 加碼 |
| Amalgamated Bank | 748,909 | $1.09 億 | 0.88% | −13,622−1.8% | 減碼 |
| James Hambro & Partners | 749,128 | $1.09 億 | 7.18% | +6,588+0.9% | 加碼 |
| Employees Retirement System of Texas | 743,770 | $1.08 億 | 1.48% | −36,430−4.7% | 減碼 |
| MetLife Investment Management | 741,775 | $1.08 億 | 0.79% | −14,892−2.0% | 減碼 |
| Welch & Forbes LLC | 730,432 | $1.06 億 | 1.68% | −6,327−0.9% | 減碼 |
| Captrust Financial Advisors | 724,636 | $1.05 億 | 0.42% | +11,908+1.7% | 加碼 |
| SEI Investments Co | 717,888 | $1.04 億 | 0.18% | +4,564+0.6% | 加碼 |
| UniSuper Management Pty Ltd | 716,625 | $1.04 億 | 1.18% | +716,625 | 新進 |
| Mawer Investment Management Ltd. | 713,244 | $1.04 億 | 0.54% | −154,314−17.8% | 減碼 |
| Stonegate Investment Group, LLC | 709,830 | $1.03 億 | 3.67% | +1,822+0.3% | 加碼 |
| Compagnie Lombard Odier SCmA | 705,414 | $1.03 億 | 2.87% | −19,588−2.7% | 減碼 |
| Forsta Ap-Fonden | 698,200 | $1.02 億 | 1.09% | +15,600+2.3% | 加碼 |
| MML Investors Services, LLC | 695,410 | $1.01 億 | 0.56% | +78,568+12.7% | 加碼 |
| DnB Asset Management AS | 694,921 | $1.01 億 | 0.58% | −15,048−2.1% | 減碼 |
| Manning & Napier Group, LLC | 690,274 | $1.00 億 | 1.15% | +1,402+0.2% | 加碼 |
| Barrow Hanley Mewhinney & Strauss LLC | 690,192 | $1.00 億 | 0.37% | −27,421−3.8% | 減碼 |
| Jane Street Group, LLC | 681,893 | $9,917 萬 | 0.13% | −341,580−33.4% | 減碼 |
| United Capital Financial Advisers, LLC | 675,090 | $9,819 萬 | 0.54% | −31,933−4.5% | 減碼 |
| Oppenheimer Asset Management Inc. | 666,363 | $9,692 萬 | 1.43% | −33,389−4.8% | 減碼 |
| Pinnacle Financial Partners Inc | 664,344 | $9,662 萬 | 2.42% | +5,269+0.8% | 加碼 |
| Peapack Gladstone Financial Corp | 651,184 | $9,471 萬 | 1.69% | +1,692+0.3% | 加碼 |
| LGT Group Foundation | 649,881 | $9,452 萬 | 2.29% | −99,013−13.2% | 減碼 |
| Segall Bryant & Hamill, LLC | 649,819 | $9,451 萬 | 0.99% | −11,661−1.8% | 減碼 |
| Cooke & Bieler LP | 647,126 | $9,412 萬 | 0.88% | −11,969−1.8% | 減碼 |
| Crawford Investment Counsel Inc | 638,344 | $9,284 萬 | 1.89% | +89,904+16.4% | 加碼 |
| Williams Jones Wealth Management, LLC. | 635,609 | $9,244 萬 | 1.38% | −8,233−1.3% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 624,173 | $9,078 萬 | 0.41% | −20,997−3.3% | 減碼 |
| Sarasin & Partners LLP | 622,900 | $9,059 萬 | 1.05% | −143,700−18.7% | 減碼 |
| EP Wealth Advisors, LLC | 300,000 | $9,049 萬 | 1.40% | +291,533+3,443.2% | 加碼 |
| Federation des caisses Desjardins du Quebec | 616,807 | $8,971 萬 | 0.88% | −24,968−3.9% | 減碼 |
| Whittier Trust Co | 615,217 | $8,948 萬 | 1.56% | −14,188−2.3% | 減碼 |
| Evercore Wealth Management, LLC | 614,118 | $8,932 萬 | 1.64% | +8,733+1.4% | 加碼 |
| Texas Permanent School Fund | 612,777 | $8,912 萬 | 0.82% | +1,255+0.2% | 加碼 |
| Agf Management Ltd | 607,911 | $8,841 萬 | 0.64% | −61,401−9.2% | 減碼 |
| Morningstar Investment Services LLC | 619,266 | $8,817 萬 | 1.13% | −6,898−1.1% | 減碼 |
| Federated Hermes, Inc. | 595,173 | $8,656 萬 | 0.21% | +142,563+31.5% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 587,125 | $8,539 萬 | 1.31% | +61,528+11.7% | 加碼 |
| IFM Investors Pty Ltd | 574,065 | $8,349 萬 | 1.09% | +27,457+5.0% | 加碼 |
| TCW Group Inc | 569,506 | $8,283 萬 | 0.92% | +62,484+12.3% | 加碼 |
| Colony Group LLC | 568,566 | $8,269 萬 | 1.17% | +586+0.1% | 加碼 |
| Factory Mutual Insurance Co | 568,325 | $8,266 萬 | 1.22% | +35,000+6.6% | 加碼 |
| Connectus Wealth, LLC | 564,405 | $8,209 萬 | 1.90% | +47,255+9.1% | 加碼 |
| Millennium Management LLC | 557,421 | $8,107 萬 | 0.09% | +179,566+47.5% | 加碼 |
| D. E. Shaw & Co., Inc. | 547,583 | $7,964 萬 | 0.12% | −519,438−48.7% | 減碼 |
| Wilkinson Global Asset Management LLC | 538,301 | $7,829 萬 | 5.96% | −9,963−1.8% | 減碼 |
| AXA S.A. | 534,973 | $7,781 萬 | 0.26% | −57,427−9.7% | 減碼 |
| Umb Bank N A | 534,441 | $7,773 萬 | 1.18% | +63,380+13.5% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 532,155 | $7,740 萬 | 1.83% | +107,588+25.3% | 加碼 |
| Quintet Private Bank (Europe) S.A. | 526,004 | $7,712 萬 | 3.71% | −51,246−8.9% | 減碼 |
| Candriam Luxembourg S.C.A. | 530,085 | $7,710 萬 | 0.56% | +12,567+2.4% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 526,490 | $7,657 萬 | 0.35% | +122,647+30.4% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 522,874 | $7,605 萬 | 0.73% | +111,031+27.0% | 加碼 |
| Virginia Retirement Systems Et Al | 519,138 | $7,550 萬 | 0.72% | −13,000−2.4% | 減碼 |
| Tiaa, FSB | 517,151 | $7,521 萬 | 0.27% | −8,844−1.7% | 減碼 |
| Capital Advisors Inc | 513,349 | $7,466 萬 | 1.90% | +54,704+11.9% | 加碼 |
| CIBC Asset Management Inc | 513,294 | $7,465 萬 | 0.29% | −13,942−2.6% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 509,657 | $7,412 萬 | 0.58% | +12,406+2.5% | 加碼 |
| Employees Provident Fund Board | 504,034 | $7,331 萬 | 1.74% | −308,497−38.0% | 減碼 |
| AMF Pensionsforsakring AB | 503,897 | $7,329 萬 | 0.67% | +154,284+44.1% | 加碼 |
| Nissay Asset Management Corp | 502,997 | $7,316 萬 | 0.63% | −98,936−16.4% | 減碼 |
| AQR Capital Management LLC | 506,153 | $7,311 萬 | 0.16% | −46,770−8.5% | 減碼 |
| Utah Retirement Systems | 501,969 | $7,301 萬 | 1.01% | −17,700−3.4% | 減碼 |
| Impax Asset Management Group plc | 500,419 | $7,278 萬 | 0.29% | +3,439+0.7% | 加碼 |
| Cornerstone Investment Partners, LLC | 499,416 | $7,264 萬 | 4.46% | −6,974−1.4% | 減碼 |
| Meitav Dash Investments Ltd | 502,742 | $7,229 萬 | 0.59% | +429,956+590.7% | 加碼 |
| Staley Capital Advisers Inc | 491,501 | $7,148 萬 | 3.85% | +571+0.1% | 加碼 |
| InterOcean Capital Group, LLC | 490,295 | $7,131 萬 | 2.24% | +30,920+6.7% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 487,578 | $7,091 萬 | 0.87% | +1,600+0.3% | 加碼 |
| Steward Partners Investment Advisory, LLC | 486,166 | $7,071 萬 | 1.06% | +24,358+5.3% | 加碼 |
| Pinnacle Associates Ltd | 481,975 | $7,010 萬 | 1.22% | +60,976+14.5% | 加碼 |
| USS Investment Management Ltd | 476,278 | $6,924 萬 | 0.82% | +5,148+1.1% | 加碼 |
| Yousif Capital Management, LLC | 475,331 | $6,913 萬 | 0.84% | +351+0.1% | 加碼 |
| Park National Corp | 471,359 | $6,855 萬 | 2.99% | −23,252−4.7% | 減碼 |
| Financial Counselors Inc | 469,565 | $6,829 萬 | 1.39% | +10,935+2.4% | 加碼 |
| Basswood Capital Management, L.L.C. | 469,496 | $6,828 萬 | 5.03% | 00.0% | 不變 |
| Squarepoint Ops LLC | 467,158 | $6,794 萬 | 0.38% | +357,408+325.7% | 加碼 |
| Commerzbank Aktiengesellschaft | 462,591 | $6,728 萬 | 3.30% | +9,571+2.1% | 加碼 |
| Brandes Investment Partners, LP | 459,505 | $6,683 萬 | 1.35% | +15,805+3.6% | 加碼 |
| E. Ohman J:or Asset Management AB | 458,824 | $6,673 萬 | 2.41% | +1,743+0.4% | 加碼 |
| Cresset Asset Management, LLC | 458,563 | $6,669 萬 | 0.47% | +336,997+277.2% | 加碼 |
| Berkshire Asset Management LLC | 457,598 | $6,655 萬 | 3.95% | +4,727+1.0% | 加碼 |
| Bank of Nova Scotia | 457,848 | $6,643 萬 | 0.17% | −776,626−62.9% | 減碼 |
| Polaris Capital Management, LLC | 452,251 | $6,578 萬 | 2.47% | −14,400−3.1% | 減碼 |
| Kestra Advisory Services, LLC | 450,182 | $6,547 萬 | 0.66% | +31,113+7.4% | 加碼 |