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 3 季 13F 持有人
JPMorgan Chase & Co 在 2023/9/30 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
- 3,711
- 較 2023 年第 2 季 +82 家
- 持有股數
- 20.5 億
- 較 2023 年第 2 季 +321.2 萬 (+0.2%)
- 總市值
- $2,970 億
- 較 2023 年第 2 季 +$201.2 萬 (0.0%)
- 新進機構
- 161
- 另有 1,580 家加碼
- 清倉機構
- 79
- 另有 1,564 家減碼
另有 43 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 272,351,064 | $395.0 億 | 0.97% | −1,100,475−0.4% | 減碼 |
| BlackRock Inc. | 189,482,263 | $274.8 億 | 0.79% | −2,790,093−1.5% | 減碼 |
| State Street Corp | 121,967,096 | $176.9 億 | 0.98% | −4,276,851−3.4% | 減碼 |
| Morgan Stanley | 62,941,343 | $91.3 億 | 0.93% | +201,441+0.3% | 加碼 |
| Geode Capital Management, LLC | 54,326,192 | $78.6 億 | 0.94% | +958,695+1.8% | 加碼 |
| Bank of America Corp | 52,975,614 | $76.8 億 | 0.95% | −2,875,894−5.1% | 減碼 |
| FMR LLC | 49,417,639 | $71.7 億 | 0.62% | +606,382+1.2% | 加碼 |
| Wellington Management Group LLP | 42,421,711 | $61.5 億 | 1.23% | +4,603,090+12.2% | 加碼 |
| Capital International Investors | 39,388,217 | $57.1 億 | 1.45% | −1,693,993−4.1% | 減碼 |
| Capital World Investors | 37,265,753 | $54.0 億 | 1.07% | −1,096,396−2.9% | 減碼 |
| Norges Bank | 34,663,390 | $50.3 億 | 1.02% | −663,251−1.9% | 減碼 |
| Northern Trust Corp | 33,089,310 | $48.0 億 | 0.93% | +871,091+2.7% | 加碼 |
| Price T Rowe Associates Inc | 31,319,288 | $45.4 億 | 0.67% | −1,809,547−5.5% | 減碼 |
| Massachusetts Financial Services Co | 30,573,213 | $44.3 億 | 1.55% | −829,184−2.6% | 減碼 |
| Bank of New York Mellon Corp | 29,125,817 | $42.2 億 | 0.93% | −917,009−3.1% | 減碼 |
| Wells Fargo & Company | 24,779,400 | $35.9 億 | 1.12% | +116,473+0.5% | 加碼 |
| Ameriprise Financial Inc | 23,724,676 | $34.4 億 | 1.13% | +457,184+2.0% | 加碼 |
| Royal Bank of Canada | 22,588,929 | $32.8 億 | 0.96% | +200,968+0.9% | 加碼 |
| Dimensional Fund Advisors LP | 20,643,202 | $29.9 億 | 0.98% | +1,112,224+5.7% | 加碼 |
| Charles Schwab Investment Management Inc | 20,015,973 | $28.7 億 | 0.82% | −92,022−0.5% | 減碼 |
| Legal & General Group Plc | 18,746,635 | $27.2 億 | 0.95% | −1,179,435−5.9% | 減碼 |
| Goldman Sachs Group Inc | 18,204,881 | $26.4 億 | 0.67% | +440,354+2.5% | 加碼 |
| Nuveen Asset Management, LLC | 16,109,379 | $23.4 億 | 0.82% | −117,263−0.7% | 減碼 |
| UBS Group AG | 15,616,622 | $22.6 億 | 1.04% | −12,222−0.1% | 減碼 |
| Capital Research Global Investors | 14,652,814 | $21.2 億 | 0.59% | −122,863−0.8% | 減碼 |
| Invesco Ltd. | 14,545,058 | $21.1 億 | 0.57% | +269,106+1.9% | 加碼 |
| Franklin Resources Inc | 13,902,929 | $20.2 億 | 1.02% | −338,681−2.4% | 減碼 |
| Deutsche Bank AG | 13,325,406 | $19.3 億 | 1.25% | −1,822,955−12.0% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 13,132,246 | $19.0 億 | 2.82% | −276,159−2.1% | 減碼 |
| Neuberger Berman Group LLC | 12,278,184 | $17.8 億 | 1.62% | −471,245−3.7% | 減碼 |
| UBS Asset Management Americas Inc | 11,411,706 | $16.5 億 | 0.74% | +594,282+5.5% | 加碼 |
| Fisher Asset Management, LLC | 11,386,800 | $16.5 億 | 0.94% | +2,392,576+26.6% | 加碼 |
| Boston Partners | 9,308,422 | $13.5 億 | 1.87% | +48,957+0.5% | 加碼 |
| Raymond James & Associates | 8,872,746 | $12.9 億 | 1.08% | +14,331+0.2% | 加碼 |
| Bank of Montreal | 7,928,771 | $12.3 億 | 0.72% | +711,175+9.9% | 加碼 |
| Janus Henderson Group PLC | 7,986,654 | $11.6 億 | 0.76% | −286,849−3.5% | 減碼 |
| Barclays PLC | 7,837,016 | $11.4 億 | 0.74% | −585,959−7.0% | 減碼 |
| Clearbridge Investments, LLC | 7,821,812 | $11.3 億 | 1.09% | −105,086−1.3% | 減碼 |
| Sanders Capital, LLC | 7,763,350 | $11.3 億 | 2.38% | +35,605+0.5% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 7,687,529 | $11.1 億 | 0.92% | +149,469+2.0% | 加碼 |
| Alliancebernstein L.P. | 7,458,138 | $10.8 億 | 0.46% | −65,344−0.9% | 減碼 |
| California Public Employees Retirement System | 7,312,169 | $10.6 億 | 0.91% | +196,903+2.8% | 加碼 |
| The PNC Financial Services Group, Inc. | 7,140,068 | $10.4 億 | 0.89% | +66,210+0.9% | 加碼 |
| HSBC Holdings PLC | 6,860,445 | $9.98 億 | 1.11% | +445,422+6.9% | 加碼 |
| Bessemer Group Inc | 6,520,891 | $9.46 億 | 2.08% | +14,108+0.2% | 加碼 |
| Principal Financial Group Inc | 6,153,690 | $8.92 億 | 0.64% | −34,210−0.6% | 減碼 |
| Envestnet Asset Management Inc | 6,122,402 | $8.88 億 | 0.41% | +1,011,496+19.8% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 5,761,020 | $8.35 億 | 1.01% | +3,009,473+109.4% | 加碼 |
| Rhumbline Advisers | 5,660,525 | $8.21 億 | 0.95% | −86,915−1.5% | 減碼 |
| Primecap Management Co | 5,348,946 | $7.76 億 | 0.65% | −65,005−1.2% | 減碼 |
| Baird Financial Group, Inc. | 5,278,030 | $7.65 億 | 2.09% | +80,821+1.6% | 加碼 |
| Credit Suisse AG | 5,230,656 | $7.59 億 | 0.80% | +230,021+4.6% | 加碼 |
| Citadel Advisors LLC | 5,136,437 | $7.45 億 | 0.81% | +572,596+12.5% | 加碼 |
| Schroder Investment Management Group | 4,979,520 | $7.22 億 | 1.07% | +426,452+9.4% | 加碼 |
| Greenhaven Associates Inc大師Greenhaven | 4,719,004 | $6.84 億 | 8.87% | −87,900−1.8% | 減碼 |
| JPMorgan Chase & Co | 4,706,258 | $6.83 億 | 0.08% | +91,416+2.0% | 加碼 |
| New York State Common Retirement Fund | 4,705,688 | $6.82 億 | 0.98% | −317,840−6.3% | 減碼 |
| California State Teachers Retirement System | 4,648,597 | $6.74 億 | 1.04% | −215,825−4.4% | 減碼 |
| American Century Companies Inc | 4,458,124 | $6.47 億 | 0.50% | −45,267−1.0% | 減碼 |
| Amundi | 4,335,817 | $6.42 億 | 0.32% | +279,222+6.9% | 加碼 |
| Fayez Sarofim & Co | 4,404,291 | $6.39 億 | 2.16% | +149,144+3.5% | 加碼 |
| National Pension Service | 4,377,974 | $6.34 億 | 1.02% | +66,513+1.5% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 4,291,799 | $6.22 億 | 1.13% | +38,482+0.9% | 加碼 |
| Stifel Financial Corp | 4,268,464 | $6.19 億 | 0.87% | +24,818+0.6% | 加碼 |
| Ensign Peak Advisors, Inc | 4,201,632 | $6.09 億 | 1.30% | −378,063−8.3% | 減碼 |
| Davis Selected Advisers | 4,137,185 | $6.00 億 | 3.76% | −68,902−1.6% | 減碼 |
| US Bancorp | 4,032,528 | $5.86 億 | 0.96% | −65,868−1.6% | 減碼 |
| APG Asset Management N.V. | 3,869,117 | $5.61 億 | 1.15% | −188,337−4.6% | 減碼 |
| Public Investment Fund | 3,851,053 | $5.58 億 | 1.53% | 00.0% | 不變 |
| TD Asset Management Inc | 3,719,354 | $5.39 億 | 0.65% | −1,6890.0% | 減碼 |
| Prudential Financial Inc | 3,631,518 | $5.27 億 | 0.82% | −38,509−1.0% | 減碼 |
| Swedbank AB | 3,624,487 | $5.26 億 | 0.96% | +95,937+2.7% | 加碼 |
| FIL Ltd | 3,582,536 | $5.20 億 | 0.61% | −313,791−8.1% | 減碼 |
| Putnam Investments LLC | 3,569,276 | $5.18 億 | 0.79% | +223,046+6.7% | 加碼 |
| National Bank of Canada | 3,423,924 | $4.92 億 | 0.90% | −978,689−22.2% | 減碼 |
| Voya Investment Management LLC | 3,294,449 | $4.78 億 | 0.53% | −1,250,834−27.5% | 減碼 |
| DekaBank Deutsche Girozentrale | 3,228,477 | $4.77 億 | 1.10% | −384,381−10.6% | 減碼 |
| CIBC Private Wealth Group, LLC | 3,264,719 | $4.73 億 | 1.12% | −124,283−3.7% | 減碼 |
| Citigroup Inc | 3,173,089 | $4.60 億 | 0.66% | −35,220−1.1% | 減碼 |
| Manufacturers Life Insurance Company, The | 3,162,502 | $4.59 億 | 0.27% | −1,148,349−26.6% | 減碼 |
| HighTower Advisors, LLC | 3,086,749 | $4.48 億 | 0.84% | +554,137+21.9% | 加碼 |
| New York State Teachers Retirement System | 3,030,773 | $4.40 億 | 1.06% | −171,854−5.4% | 減碼 |
| Truist Financial Corp | 3,006,670 | $4.36 億 | 0.73% | +85,735+2.9% | 加碼 |
| LPL Financial LLC | 2,999,360 | $4.35 億 | 0.30% | +188,879+6.7% | 加碼 |
| CI Private Wealth, LLC | 2,974,008 | $4.31 億 | 0.99% | −36,144−1.2% | 減碼 |
| Mackenzie Financial Corp | 2,980,418 | $4.25 億 | 0.72% | +97,039+3.4% | 加碼 |
| Capital Wealth Planning, LLC | 2,930,710 | $4.25 億 | 5.23% | −149,876−4.9% | 減碼 |
| State Board of Administration of Florida Retirement System | 2,928,937 | $4.25 億 | 1.00% | −141,425−4.6% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 2,892,066 | $4.19 億 | 0.95% | −21,600−0.7% | 減碼 |
| Nordea Investment Management AB | 2,790,220 | $4.11 億 | 0.57% | −144,123−4.9% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,815,805 | $4.08 億 | 0.83% | +205,562+7.9% | 加碼 |
| Korea Investment CORP | 2,781,617 | $4.03 億 | 1.19% | −117,173−4.0% | 減碼 |
| Canada Pension Plan Investment Board | 2,763,385 | $4.01 億 | 0.59% | +761,000+38.0% | 加碼 |
| Victory Capital Management Inc | 2,742,506 | $3.98 億 | 0.46% | +58,361+2.2% | 加碼 |
| Marshall Wace, LLP | 2,702,815 | $3.92 億 | 0.84% | +759,476+39.1% | 加碼 |
| Allianz Asset Management GmbH | 2,647,742 | $3.84 億 | 0.78% | −79,503−2.9% | 減碼 |
| Toronto Dominion Bank | 2,486,465 | $3.61 億 | 0.60% | −1,483,259−37.4% | 減碼 |
| Susquehanna International Group, LLP | 2,456,064 | $3.56 億 | 0.55% | −2,510,671−50.5% | 減碼 |
| Rathbone Brothers plc | 2,400,219 | $3.48 億 | 2.52% | +1,184,095+97.4% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 2,389,326 | $3.47 億 | 1.37% | −19,542−0.8% | 減碼 |