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 |
|---|---|---|---|---|---|
| Teacher Retirement System of Texas | 909,501 | $1.32 億 | 0.87% | −39,888−4.2% | 減碼 |
| Douglas Lane & Associates, LLC | 909,102 | $1.32 億 | 2.21% | −14,209−1.5% | 減碼 |
| Allspring Global Investments Holdings, LLC | 893,263 | $1.30 億 | 0.23% | −22,164−2.4% | 減碼 |
| Cerity Partners LLC | 880,222 | $1.28 億 | 0.62% | −359,895−29.0% | 減碼 |
| Kovitz Investment Group Partners, LLC | 841,678 | $1.22 億 | 2.20% | −200,701−19.3% | 減碼 |
| Arizona State Retirement System | 827,161 | $1.20 億 | 1.02% | −10,784−1.3% | 減碼 |
| Public Sector Pension Investment Board | 824,949 | $1.20 億 | 0.88% | +31,664+4.0% | 加碼 |
| Bartlett & Co. LLC | 818,690 | $1.19 億 | 2.13% | +5,039+0.6% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 818,690 | $1.19 億 | 2.13% | +5,039+0.6% | 加碼 |
| LSV Asset Management | 816,800 | $1.18 億 | 0.28% | −33,500−3.9% | 減碼 |
| Pinebridge Investments, L.P. | 807,567 | $1.17 億 | 1.30% | +6,406+0.8% | 加碼 |
| Squarepoint Ops LLC | 806,957 | $1.17 億 | 0.57% | +339,799+72.7% | 加碼 |
| State of Michigan Retirement System | 796,631 | $1.16 億 | 0.75% | −6,900−0.9% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 793,093 | $1.15 億 | 0.75% | +5,774+0.7% | 加碼 |
| ProShare Advisors LLC | 790,390 | $1.15 億 | 0.36% | −40,226−4.8% | 減碼 |
| UniSuper Management Pty Ltd | 787,113 | $1.14 億 | 1.40% | +70,488+9.8% | 加碼 |
| CIBC World Markets Corp | 785,267 | $1.14 億 | 1.12% | −307,022−28.1% | 減碼 |
| AQR Capital Management LLC | 782,582 | $1.13 億 | 0.23% | +276,429+54.6% | 加碼 |
| Calamos Advisors LLC | 780,908 | $1.13 億 | 0.62% | −43,859−5.3% | 減碼 |
| Compagnie Lombard Odier SCmA | 778,234 | $1.13 億 | 2.61% | +72,820+10.3% | 加碼 |
| Nissay Asset Management Corp | 774,999 | $1.12 億 | 1.00% | +272,002+54.1% | 加碼 |
| Gateway Investment Advisers LLC | 771,217 | $1.12 億 | 1.40% | −67,476−8.0% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 765,022 | $1.11 億 | 2.72% | +2,607+0.3% | 加碼 |
| Barr E S & Co | 753,744 | $1.09 億 | 7.91% | +494,581+190.8% | 加碼 |
| Consulta Ltd | 750,000 | $1.09 億 | 7.81% | 00.0% | 不變 |
| Sarasin & Partners LLP | 748,407 | $1.09 億 | 1.36% | +125,507+20.1% | 加碼 |
| Captrust Financial Advisors | 745,970 | $1.08 億 | 0.41% | +21,334+2.9% | 加碼 |
| Tredje AP-fonden | 745,141 | $1.08 億 | 1.59% | −13,115−1.7% | 減碼 |
| American International Group, Inc. | 744,454 | $1.08 億 | 0.70% | −20,818−2.7% | 減碼 |
| Employees Retirement System of Texas | 743,770 | $1.08 億 | 1.60% | 00.0% | 不變 |
| James Hambro & Partners | 736,271 | $1.07 億 | 6.92% | −12,857−1.7% | 減碼 |
| Amalgamated Bank | 734,802 | $1.07 億 | 0.91% | −14,107−1.9% | 減碼 |
| Welch & Forbes LLC | 726,078 | $1.05 億 | 1.74% | −4,354−0.6% | 減碼 |
| SEI Investments Co | 720,226 | $1.04 億 | 0.19% | +2,338+0.3% | 加碼 |
| MML Investors Services, LLC | 719,013 | $1.04 億 | 0.58% | +23,603+3.4% | 加碼 |
| MetLife Investment Management | 718,441 | $1.04 億 | 0.81% | −23,334−3.1% | 減碼 |
| Stonegate Investment Group, LLC | 709,937 | $1.03 億 | 3.74% | +1070.0% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 709,523 | $1.03 億 | 0.30% | −51,122−6.7% | 減碼 |
| DnB Asset Management AS | 700,493 | $1.02 億 | 0.61% | +5,572+0.8% | 加碼 |
| Forsta Ap-Fonden | 698,000 | $1.01 億 | 1.13% | −2000.0% | 減碼 |
| Manning & Napier Group, LLC | 682,418 | $9,896 萬 | 1.23% | −7,856−1.1% | 減碼 |
| Bank of Nova Scotia | 679,598 | $9,857 萬 | 0.26% | +221,750+48.4% | 加碼 |
| AMF Pensionsforsakring AB | 678,680 | $9,842 萬 | 0.96% | +174,783+34.7% | 加碼 |
| Oppenheimer Asset Management Inc. | 672,675 | $9,755 萬 | 1.50% | +6,312+0.9% | 加碼 |
| Atalanta Sosnoff Capital, LLC | 671,243 | $9,734 萬 | 2.89% | +249,617+59.2% | 加碼 |
| Pinnacle Financial Partners Inc | 663,489 | $9,622 萬 | 2.49% | −855−0.1% | 減碼 |
| Mawer Investment Management Ltd. | 658,366 | $9,548 萬 | 0.51% | −54,878−7.7% | 減碼 |
| Peapack Gladstone Financial Corp | 648,982 | $9,412 萬 | 1.74% | −2,202−0.3% | 減碼 |
| Omers Administration Corp | 642,764 | $9,321 萬 | 1.40% | +196,300+44.0% | 加碼 |
| United Capital Financial Advisers, LLC | 639,198 | $9,270 萬 | 0.61% | −35,892−5.3% | 減碼 |
| Cooke & Bieler LP | 637,750 | $9,249 萬 | 0.90% | −9,376−1.4% | 減碼 |
| Crawford Investment Counsel Inc | 636,913 | $9,237 萬 | 2.00% | −1,431−0.2% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 636,409 | $9,229 萬 | 0.43% | +12,236+2.0% | 加碼 |
| LGT Group Foundation | 636,222 | $9,147 萬 | 2.26% | −13,659−2.1% | 減碼 |
| Whittier Trust Co | 625,705 | $9,074 萬 | 1.61% | +10,488+1.7% | 加碼 |
| Morningstar Investment Services LLC | 614,239 | $9,066 萬 | 1.16% | −5,027−0.8% | 減碼 |
| EP Wealth Advisors, LLC | 624,712 | $9,060 萬 | 1.41% | +324,712+108.2% | 加碼 |
| Williams Jones Wealth Management, LLC. | 618,062 | $8,963 萬 | 1.38% | −17,547−2.8% | 減碼 |
| Evercore Wealth Management, LLC | 617,582 | $8,956 萬 | 1.68% | +3,464+0.6% | 加碼 |
| Segall Bryant & Hamill, LLC | 615,079 | $8,920 萬 | 1.03% | −34,740−5.3% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 613,015 | $8,890 萬 | 1.38% | +25,890+4.4% | 加碼 |
| Agf Management Ltd | 603,312 | $8,749 萬 | 0.62% | −4,599−0.8% | 減碼 |
| Virginia Retirement Systems Et Al | 602,638 | $8,739 萬 | 0.86% | +83,500+16.1% | 加碼 |
| Texas Permanent School Fund | 600,467 | $8,708 萬 | 0.85% | −12,310−2.0% | 減碼 |
| Federated Hermes, Inc. | 599,062 | $8,688 萬 | 0.23% | +3,889+0.7% | 加碼 |
| Factory Mutual Insurance Co | 593,325 | $8,604 萬 | 1.20% | +25,000+4.4% | 加碼 |
| IFM Investors Pty Ltd | 591,331 | $8,575 萬 | 1.13% | +17,266+3.0% | 加碼 |
| D. E. Shaw & Co., Inc. | 589,450 | $8,548 萬 | 0.14% | +41,867+7.6% | 加碼 |
| Federation des caisses Desjardins du Quebec | 586,367 | $8,503 萬 | 0.88% | −30,440−4.9% | 減碼 |
| AXA S.A. | 584,837 | $8,481 萬 | 0.30% | +49,864+9.3% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 584,320 | $8,474 萬 | 0.70% | +74,663+14.6% | 加碼 |
| Connectus Wealth, LLC | 564,700 | $8,191 萬 | 1.82% | +295+0.1% | 加碼 |
| Colony Group LLC | 558,977 | $8,106 萬 | 1.22% | −9,589−1.7% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 557,874 | $8,090 萬 | 0.82% | +35,000+6.7% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 542,860 | $7,873 萬 | 0.37% | +16,370+3.1% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 537,855 | $7,800 萬 | 1.81% | +5,700+1.1% | 加碼 |
| Wilkinson Global Asset Management LLC | 535,287 | $7,763 萬 | 5.95% | −3,014−0.6% | 減碼 |
| Capital Advisors Inc | 534,393 | $7,750 萬 | 2.03% | +21,044+4.1% | 加碼 |
| Umb Bank N A | 515,396 | $7,474 萬 | 1.20% | −19,045−3.6% | 減碼 |
| Candriam Luxembourg S.C.A. | 512,768 | $7,436 萬 | 0.61% | −17,317−3.3% | 減碼 |
| Czech National Bank | 507,948 | $7,366 萬 | 1.17% | +162,007+46.8% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 507,234 | $7,356 萬 | 0.23% | +60,065+13.4% | 加碼 |
| InterOcean Capital Group, LLC | 506,940 | $7,352 萬 | 2.25% | +16,645+3.4% | 加碼 |
| Employees Provident Fund Board | 504,034 | $7,310 萬 | 1.66% | 00.0% | 不變 |
| CIBC Asset Management Inc | 501,358 | $7,271 萬 | 0.30% | −11,936−2.3% | 減碼 |
| Utah Retirement Systems | 497,869 | $7,220 萬 | 1.03% | −4,100−0.8% | 減碼 |
| Tiaa Trust, National Association | 495,979 | $7,193 萬 | 0.26% | +495,979 | 新進 |
| Staley Capital Advisers Inc | 490,660 | $7,116 萬 | 3.92% | −841−0.2% | 減碼 |
| USS Investment Management Ltd | 487,743 | $7,075 萬 | 0.78% | +11,465+2.4% | 加碼 |
| Brandes Investment Partners, LP | 481,385 | $6,981 萬 | 1.36% | +21,880+4.8% | 加碼 |
| Pinnacle Associates Ltd | 478,659 | $6,942 萬 | 1.29% | −3,316−0.7% | 減碼 |
| Commerzbank Aktiengesellschaft | 475,985 | $6,903 萬 | 3.27% | +13,394+2.9% | 加碼 |
| E. Ohman J:or Asset Management AB | 475,580 | $6,897 萬 | 2.60% | +16,756+3.7% | 加碼 |
| Financial Counselors Inc | 475,345 | $6,893 萬 | 1.38% | +5,780+1.2% | 加碼 |
| Impax Asset Management Group plc | 471,487 | $6,838 萬 | 0.31% | −28,932−5.8% | 減碼 |
| Cresset Asset Management, LLC | 470,501 | $6,823 萬 | 0.47% | +11,938+2.6% | 加碼 |
| Basswood Capital Management, L.L.C. | 469,496 | $6,809 萬 | 5.17% | 00.0% | 不變 |
| TCW Group Inc | 469,297 | $6,806 萬 | 0.85% | −100,209−17.6% | 減碼 |
| Steward Partners Investment Advisory, LLC | 467,235 | $6,776 萬 | 1.04% | −18,931−3.9% | 減碼 |
| Park National Corp | 463,624 | $6,723 萬 | 3.04% | −7,735−1.6% | 減碼 |