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 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 | 5,157 | $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 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 |
|---|---|---|---|---|---|
| Lord, Abbett & Co. LLC | 2,355,507 | $3.42 億 | 1.27% | −9,733−0.4% | 減碼 |
| BNP Paribas Arbitrage, SA | 2,336,663 | $3.39 億 | 0.75% | +327,293+16.3% | 加碼 |
| Fifth Third Bancorp | 2,293,455 | $3.33 億 | 1.54% | +28,071+1.2% | 加碼 |
| King Luther Capital Management Corp | 2,262,289 | $3.28 億 | 1.70% | −19,187−0.8% | 減碼 |
| Great West Life Assurance Co | 2,228,654 | $3.23 億 | 0.78% | +165,734+8.0% | 加碼 |
| Blair William & Co | 2,173,510 | $3.15 億 | 1.21% | +43,479+2.0% | 加碼 |
| Royal London Asset Management Ltd | 2,168,577 | $3.15 億 | 1.02% | +127,890+6.3% | 加碼 |
| 1832 Asset Management L.P. | 2,123,622 | $3.08 億 | 0.64% | −37,667−1.7% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 2,123,150 | $3.08 億 | 1.79% | +66,403+3.2% | 加碼 |
| Gardner Russo & Quinn LLC大師Gardner Russo & Quinn | 2,098,425 | $3.04 億 | 3.32% | −14,492−0.7% | 減碼 |
| Brandywine Global Investment Management, LLC | 2,086,129 | $3.03 億 | 2.65% | −117,434−5.3% | 減碼 |
| M&T Bank Corp | 2,061,016 | $2.99 億 | 1.19% | −55,362−2.6% | 減碼 |
| Cincinnati Insurance Co | 2,012,000 | $2.92 億 | 5.77% | 00.0% | 不變 |
| Thrivent Financial for Lutherans | 1,972,453 | $2.86 億 | 0.68% | −8,929−0.5% | 減碼 |
| Mariner, LLC | 1,944,612 | $2.82 億 | 0.76% | +6,257+0.3% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 1,882,038 | $2.73 億 | 0.68% | −44,090−2.3% | 減碼 |
| First Trust Advisors LP | 1,877,179 | $2.72 億 | 0.32% | −74,724−3.8% | 減碼 |
| Huntington National Bank | 1,873,762 | $2.72 億 | 2.72% | −34,001−1.8% | 減碼 |
| Cullen Capital Management LLC | 1,850,403 | $2.68 億 | 3.13% | −62,470−3.3% | 減碼 |
| Rockefeller Capital Management L.P. | 1,835,903 | $2.66 億 | 1.03% | +90,115+5.2% | 加碼 |
| Keybank National Association | 1,835,065 | $2.66 億 | 1.27% | −17,272−0.9% | 減碼 |
| Jennison Associates LLC | 1,831,945 | $2.66 億 | 0.23% | −52,431−2.8% | 減碼 |
| Commonwealth Equity Services, LLC | 1,820,042 | $2.64 億 | 0.55% | +54,969+3.1% | 加碼 |
| Pzena Investment Management LLC | 1,782,605 | $2.59 億 | 1.11% | −16,107−0.9% | 減碼 |
| Advisor Group Holdings, Inc. | 1,773,112 | $2.57 億 | 0.38% | +415,276+30.6% | 加碼 |
| Haverford Trust Co | 1,760,349 | $2.55 億 | 3.11% | −22,178−1.2% | 減碼 |
| Janney Montgomery Scott LLC | 1,751,647 | $2.54 億 | 0.95% | +20,485+1.2% | 加碼 |
| First Republic Investment Management, Inc. | 1,745,109 | $2.53 億 | 0.72% | +1,745,109 | 新進 |
| Thornburg Investment Management Inc | 1,735,964 | $2.52 億 | 4.14% | −38,908−2.2% | 減碼 |
| Standard Life Aberdeen plc | 1,726,901 | $2.50 億 | 0.64% | +37,027+2.2% | 加碼 |
| KBC Group NV | 1,712,272 | $2.48 億 | 1.01% | −14,387−0.8% | 減碼 |
| Natixis Advisors, L.P. | 1,702,808 | $2.47 億 | 0.76% | +92,804+5.8% | 加碼 |
| Mairs & Power Inc | 1,685,291 | $2.44 億 | 2.87% | +36,403+2.2% | 加碼 |
| Ci Investments Inc. | 1,668,477 | $2.42 億 | 1.35% | +354,383+27.0% | 加碼 |
| Brave Warrior Advisors, LLC | 1,663,540 | $2.41 億 | 6.02% | −24,178−1.4% | 減碼 |
| State of New Jersey Common Pension Fund D | 1,656,468 | $2.40 億 | 0.87% | −67,237−3.9% | 減碼 |
| Russell Investments Group, Ltd. | 1,642,764 | $2.38 億 | 0.47% | −56,351−3.3% | 減碼 |
| State of Wisconsin Investment Board | 1,642,607 | $2.38 億 | 0.74% | −282,057−14.7% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 1,607,279 | $2.33 億 | 1.06% | −259,488−13.9% | 減碼 |
| Millennium Management LLC | 1,568,903 | $2.28 億 | 0.24% | +1,011,482+181.5% | 加碼 |
| Storebrand Asset Management AS | 1,543,486 | $2.24 億 | 1.07% | +29,163+1.9% | 加碼 |
| Public Employees Retirement Association of Colorado | 1,532,592 | $2.22 億 | 1.14% | −56,620−3.6% | 減碼 |
| Great Lakes Advisors, LLC | 1,524,470 | $2.21 億 | 2.01% | +378,823+33.1% | 加碼 |
| Public Employees Retirement System of Ohio | 1,509,143 | $2.19 億 | 0.98% | −103,259−6.4% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 1,504,695 | $2.18 億 | 0.72% | +1,294,799+616.9% | 加碼 |
| Pictet Asset Management Holding SA | 1,486,848 | $2.16 億 | 0.27% | +1,486,848 | 新進 |
| STRS Ohio | 1,454,854 | $2.11 億 | 0.94% | −38,600−2.6% | 減碼 |
| State of Tennessee, Treasury Department | 1,445,385 | $2.10 億 | 0.85% | −85,911−5.6% | 減碼 |
| Epoch Investment Partners, Inc. | 1,442,382 | $2.09 億 | 1.33% | −130,810−8.3% | 減碼 |
| CIBC World Markets Inc. | 1,438,495 | $2.09 億 | 0.75% | −169,659−10.5% | 減碼 |
| Asset Management One Co.,Ltd. | 1,410,979 | $2.05 億 | 0.91% | +23,732+1.7% | 加碼 |
| Scotia Capital Inc. | 1,385,284 | $2.01 億 | 1.45% | −10,352−0.7% | 減碼 |
| Smead Capital Management, Inc. | 1,381,429 | $2.00 億 | 4.09% | −44,254−3.1% | 減碼 |
| ACR Alpine Capital Research, LLC | 1,380,459 | $2.00 億 | 7.78% | +2,813+0.2% | 加碼 |
| Brown Advisory Inc | 1,334,959 | $1.94 億 | 0.32% | +4,378+0.3% | 加碼 |
| Aviva PLC | 1,311,970 | $1.90 億 | 0.80% | +38,411+3.0% | 加碼 |
| Robeco Institutional Asset Management B.V. | 1,306,976 | $1.90 億 | 0.51% | +376,765+40.5% | 加碼 |
| Glenmede Trust Co NA | 1,288,692 | $1.87 億 | 1.07% | −25,027−1.9% | 減碼 |
| Treasurer of the State of North Carolina | 1,269,199 | $1.84 億 | 1.00% | −45,643−3.5% | 減碼 |
| Macquarie Group Ltd | 1,760,921 | $1.84 億 | 0.23% | +408,302+30.2% | 加碼 |
| Comerica Bank | 1,267,455 | $1.84 億 | 0.96% | +1,259,962+16,815.2% | 加碼 |
| Loomis Sayles & Co L P | 1,262,146 | $1.83 億 | 0.31% | −6,210−0.5% | 減碼 |
| Commerce Bank | 1,243,482 | $1.80 億 | 1.42% | −46,408−3.6% | 減碼 |
| Boston Trust Walden Corp | 1,237,530 | $1.79 億 | 1.50% | −7,623−0.6% | 減碼 |
| Regions Financial Corp | 1,217,362 | $1.77 億 | 1.59% | −5,674−0.5% | 減碼 |
| Davenport & Co LLC | 1,207,137 | $1.76 億 | 1.35% | −3,396−0.3% | 減碼 |
| Bahl & Gaynor Inc | 1,207,004 | $1.75 億 | 1.12% | −2,631−0.2% | 減碼 |
| Menora Mivtachim Holdings Ltd. | 1,200,074 | $1.74 億 | 1.58% | +1,200,074 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,198,259 | $1.74 億 | 0.77% | +90,999+8.2% | 加碼 |
| Panagora Asset Management Inc | 1,188,141 | $1.72 億 | 1.07% | −820−0.1% | 減碼 |
| Zacks Investment Management | 1,156,629 | $1.68 億 | 2.17% | −1,325−0.1% | 減碼 |
| Nomura Asset Management Co Ltd | 1,149,901 | $1.67 億 | 0.78% | −35,154−3.0% | 減碼 |
| Jarislowsky, Fraser Ltd | 1,148,530 | $1.67 億 | 1.08% | −8,741−0.8% | 減碼 |
| Creative Planning | 1,147,696 | $1.66 億 | 0.22% | +142,916+14.2% | 加碼 |
| Junto Capital Management LP | 1,147,426 | $1.66 億 | 3.94% | +344,649+42.9% | 加碼 |
| Empower Advisory Group, LLC | 1,111,250 | $1.61 億 | 0.71% | +14,576+1.3% | 加碼 |
| Granite Bay Wealth Management, LLC | 1,062,343 | $1.59 億 | 1.56% | +1,050,820+9,119.3% | 加碼 |
| Capital Group Private Client Services, Inc. | 1,084,524 | $1.57 億 | 1.92% | −14,375−1.3% | 減碼 |
| Handelsbanken Fonder AB | 1,082,705 | $1.57 億 | 0.88% | +33,009+3.1% | 加碼 |
| Qube Research & Technologies Ltd | 1,082,507 | $1.57 億 | 0.47% | +968,922+853.0% | 加碼 |
| M&G Investment Management Ltd | 1,072,625 | $1.56 億 | 1.14% | −448,085−29.5% | 減碼 |
| Bradley Foster & Sargent Inc | 1,063,624 | $1.55 億 | 3.25% | 00.0% | 不變 |
| Eagle Asset Management Inc | 1,052,545 | $1.53 億 | 0.90% | +37,946+3.7% | 加碼 |
| Los Angeles Capital Management LLC | 1,050,289 | $1.52 億 | 0.65% | +277,488+35.9% | 加碼 |
| Bristol John W & Co Inc | 1,036,767 | $1.50 億 | 2.97% | −8,881−0.8% | 減碼 |
| Balyasny Asset Management LLC | 1,030,553 | $1.49 億 | 0.42% | +877,252+572.2% | 加碼 |
| Clark Capital Management Group, Inc. | 1,028,246 | $1.49 億 | 1.49% | +71,945+7.5% | 加碼 |
| Paralel Advisors LLC | 1,028,000 | $1.49 億 | 8.25% | 00.0% | 不變 |
| Zurich Insurance Group Ltd | 1,019,589 | $1.48 億 | 1.57% | +73,757+7.8% | 加碼 |
| Retirement Systems of Alabama | 1,014,055 | $1.47 億 | 0.69% | −7,072−0.7% | 減碼 |
| Jane Street Group, LLC | 1,007,898 | $1.46 億 | 0.23% | +326,005+47.8% | 加碼 |
| Nisa Investment Advisors, LLC | 1,004,826 | $1.46 億 | 1.11% | +14,562+1.5% | 加碼 |
| Penserra Capital Management LLC | 985,361 | $1.43 億 | 2.95% | −40,053−3.9% | 減碼 |
| Rafferty Asset Management, LLC | 975,130 | $1.41 億 | 0.83% | +37,523+4.0% | 加碼 |
| Northwestern Mutual Wealth Management Co | 966,148 | $1.40 億 | 0.18% | +42,462+4.6% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 960,132 | $1.39 億 | 0.31% | −1,560−0.2% | 減碼 |
| RE Advisers Corp | 955,336 | $1.39 億 | 3.85% | +15,000+1.6% | 加碼 |
| Altshuler Shaham Ltd | 936,347 | $1.36 億 | 3.69% | +67,800+7.8% | 加碼 |
| TD Waterhouse Canada Inc. | 858,118 | $1.36 億 | 1.41% | −20,325−2.3% | 減碼 |
| Westwood Holdings Group Inc. | 933,803 | $1.35 億 | 1.26% | +86,143+10.2% | 加碼 |