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 4 季 13F 持有人
JPMorgan Chase & Co 在 2023/12/31 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
- 4,001
- 較 2023 年第 3 季 +355 家
- 持有股數
- 20.7 億
- 較 2023 年第 3 季 +2,713 萬 (+1.3%)
- 總市值
- $3,518 億
- 較 2023 年第 3 季 +$556.3 億 (+18.8%)
- 新進機構
- 458
- 另有 1,575 家加碼
- 清倉機構
- 103
- 另有 1,643 家減碼
另有 65 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 272,426,004 | $463.4 億 | 1.01% | +74,9400.0% | 加碼 |
| BlackRock Inc. | 191,756,566 | $326.2 億 | 0.83% | +2,274,303+1.2% | 加碼 |
| State Street Corp | 125,159,471 | $212.9 億 | 1.04% | +3,192,375+2.6% | 加碼 |
| Morgan Stanley | 64,841,197 | $110.3 億 | 0.97% | +1,899,854+3.0% | 加碼 |
| Geode Capital Management, LLC | 55,324,255 | $93.9 億 | 0.98% | +998,063+1.8% | 加碼 |
| FMR LLC | 52,605,082 | $89.5 億 | 0.69% | +3,187,443+6.5% | 加碼 |
| Bank of America Corp | 51,065,459 | $86.9 億 | 0.99% | −1,910,155−3.6% | 減碼 |
| Capital International Investors | 41,516,695 | $70.6 億 | 1.58% | +2,128,478+5.4% | 加碼 |
| Wellington Management Group LLP | 39,616,318 | $67.4 億 | 1.26% | −2,805,393−6.6% | 減碼 |
| Norges Bank | 35,372,595 | $60.2 億 | 1.05% | +709,205+2.0% | 加碼 |
| Capital World Investors | 34,271,199 | $58.3 億 | 1.04% | −2,994,554−8.0% | 減碼 |
| Price T Rowe Associates Inc | 32,103,099 | $54.6 億 | 0.73% | +783,811+2.5% | 加碼 |
| Northern Trust Corp | 31,959,947 | $54.4 億 | 0.98% | −1,129,363−3.4% | 減碼 |
| Massachusetts Financial Services Co | 29,498,573 | $50.2 億 | 1.62% | −1,074,640−3.5% | 減碼 |
| Bank of New York Mellon Corp | 28,813,913 | $49.0 億 | 0.99% | −311,904−1.1% | 減碼 |
| Wells Fargo & Company | 24,965,329 | $42.5 億 | 1.20% | +185,929+0.8% | 加碼 |
| Ameriprise Financial Inc | 23,713,332 | $40.4 億 | 1.21% | −11,3440.0% | 減碼 |
| Royal Bank of Canada | 23,193,345 | $39.5 億 | 0.98% | +604,416+2.7% | 加碼 |
| Dimensional Fund Advisors LP | 21,338,704 | $36.3 億 | 1.06% | +695,502+3.4% | 加碼 |
| Charles Schwab Investment Management Inc | 20,170,399 | $33.9 億 | 0.86% | +154,426+0.8% | 加碼 |
| Legal & General Group Plc | 18,879,697 | $32.1 億 | 1.00% | +133,062+0.7% | 加碼 |
| Goldman Sachs Group Inc | 18,112,317 | $30.8 億 | 0.68% | −92,564−0.5% | 減碼 |
| Nuveen Asset Management, LLC | 16,556,482 | $28.2 億 | 0.91% | +447,103+2.8% | 加碼 |
| UBS Group AG | 16,088,029 | $27.4 億 | 1.10% | +471,407+3.0% | 加碼 |
| Invesco Ltd. | 14,624,455 | $24.9 億 | 0.59% | +79,397+0.5% | 加碼 |
| Capital Research Global Investors | 13,947,673 | $23.7 億 | 0.58% | −705,141−4.8% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 12,869,044 | $21.9 億 | 2.90% | −263,202−2.0% | 減碼 |
| Deutsche Bank AG | 12,809,135 | $21.8 億 | 1.11% | −516,271−3.9% | 減碼 |
| Franklin Resources Inc | 12,626,508 | $21.5 億 | 1.00% | −1,276,421−9.2% | 減碼 |
| Fisher Asset Management, LLC | 11,836,898 | $20.1 億 | 1.06% | +450,098+4.0% | 加碼 |
| UBS Asset Management Americas Inc | 11,816,508 | $20.1 億 | 0.79% | +404,802+3.5% | 加碼 |
| Neuberger Berman Group LLC | 10,379,211 | $17.7 億 | 1.54% | −1,898,973−15.5% | 減碼 |
| Raymond James & Associates | 9,116,168 | $15.5 億 | 1.16% | +243,422+2.7% | 加碼 |
| Boston Partners | 9,093,169 | $15.5 億 | 2.05% | −215,253−2.3% | 減碼 |
| Barclays PLC | 8,634,552 | $14.7 億 | 0.76% | +797,536+10.2% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 8,603,095 | $14.6 億 | 1.53% | +2,842,075+49.3% | 加碼 |
| Sanders Capital, LLC | 8,009,508 | $13.6 億 | 2.52% | +246,158+3.2% | 加碼 |
| Janus Henderson Group PLC | 7,863,029 | $13.4 億 | 0.80% | −123,625−1.5% | 減碼 |
| Clearbridge Investments, LLC | 7,717,238 | $13.1 億 | 1.13% | −104,574−1.3% | 減碼 |
| Bank of Montreal | 7,603,299 | $13.0 億 | 0.70% | −325,472−4.1% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 7,506,096 | $12.8 億 | 0.94% | −181,433−2.4% | 減碼 |
| Alliancebernstein L.P. | 7,192,705 | $12.2 億 | 0.47% | −265,433−3.6% | 減碼 |
| The PNC Financial Services Group, Inc. | 7,155,911 | $12.2 億 | 0.96% | +15,843+0.2% | 加碼 |
| HSBC Holdings PLC | 6,699,380 | $11.4 億 | 1.05% | −161,065−2.3% | 減碼 |
| Envestnet Asset Management Inc | 6,455,724 | $11.0 億 | 0.45% | +333,322+5.4% | 加碼 |
| California Public Employees Retirement System | 6,454,646 | $11.0 億 | 0.83% | −857,523−11.7% | 減碼 |
| Bessemer Group Inc | 6,206,429 | $10.6 億 | 2.06% | −314,462−4.8% | 減碼 |
| Principal Financial Group Inc | 6,099,267 | $10.4 億 | 0.66% | −54,423−0.9% | 減碼 |
| Baird Financial Group, Inc. | 5,607,169 | $9.54 億 | 2.17% | +329,139+6.2% | 加碼 |
| Unisphere Establishment | 5,600,000 | $9.53 億 | 9.85% | +5,600,000 | 新進 |
| Rhumbline Advisers | 5,582,636 | $9.50 億 | 1.00% | −77,889−1.4% | 減碼 |
| Schroder Investment Management Group | 5,104,331 | $8.68 億 | 1.13% | +124,811+2.5% | 加碼 |
| Credit Suisse AG | 4,801,968 | $8.17 億 | 0.80% | −428,688−8.2% | 減碼 |
| Greenhaven Associates Inc大師Greenhaven | 4,723,504 | $8.03 億 | 8.57% | +4,500+0.1% | 加碼 |
| Amundi | 4,688,012 | $8.00 億 | 0.36% | +352,195+8.1% | 加碼 |
| California State Teachers Retirement System | 4,669,412 | $7.94 億 | 1.10% | +20,815+0.4% | 加碼 |
| Citadel Advisors LLC | 4,547,825 | $7.74 億 | 0.78% | −588,612−11.5% | 減碼 |
| Primecap Management Co | 4,524,046 | $7.70 億 | 0.61% | −824,900−15.4% | 減碼 |
| TD Asset Management Inc | 4,475,574 | $7.61 億 | 0.75% | +756,220+20.3% | 加碼 |
| National Pension Service | 4,464,974 | $7.59 億 | 1.06% | +87,000+2.0% | 加碼 |
| Stifel Financial Corp | 4,332,777 | $7.37 億 | 0.93% | +64,313+1.5% | 加碼 |
| New York State Common Retirement Fund | 4,331,140 | $7.37 億 | 1.02% | −374,548−8.0% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 4,294,121 | $7.30 億 | 1.19% | +2,322+0.1% | 加碼 |
| American Century Companies Inc | 4,246,194 | $7.22 億 | 0.50% | −211,930−4.8% | 減碼 |
| JPMorgan Chase & Co | 4,211,667 | $7.16 億 | 0.07% | −494,591−10.5% | 減碼 |
| National Bank of Canada | 4,142,984 | $7.13 億 | 1.30% | +719,060+21.0% | 加碼 |
| Ensign Peak Advisors, Inc | 4,084,615 | $6.95 億 | 1.38% | −117,017−2.8% | 減碼 |
| US Bancorp | 4,018,295 | $6.84 億 | 1.01% | −14,233−0.4% | 減碼 |
| Davis Selected Advisers | 3,993,234 | $6.79 億 | 3.84% | −143,951−3.5% | 減碼 |
| Public Investment Fund | 3,851,053 | $6.55 億 | 1.86% | 00.0% | 不變 |
| Swedbank AB | 3,711,707 | $6.31 億 | 1.02% | +87,220+2.4% | 加碼 |
| Fayez Sarofim & Co | 3,579,418 | $6.26 億 | 1.91% | −824,873−18.7% | 減碼 |
| Putnam Investments LLC | 3,638,999 | $6.19 億 | 0.82% | +69,723+2.0% | 加碼 |
| CI Private Wealth, LLC | 3,532,454 | $6.01 億 | 1.11% | +558,446+18.8% | 加碼 |
| APG Asset Management N.V. | 3,803,086 | $5.86 億 | 1.14% | −66,031−1.7% | 減碼 |
| FIL Ltd | 3,397,290 | $5.78 億 | 0.61% | −185,246−5.2% | 減碼 |
| DekaBank Deutsche Girozentrale | 3,395,061 | $5.78 億 | 1.19% | +166,584+5.2% | 加碼 |
| 1832 Asset Management L.P. | 3,338,608 | $5.68 億 | 1.07% | +1,214,986+57.2% | 加碼 |
| Manufacturers Life Insurance Company, The | 3,219,342 | $5.48 億 | 0.33% | +56,840+1.8% | 加碼 |
| CIBC Private Wealth Group, LLC | 3,215,505 | $5.47 億 | 1.16% | −49,214−1.5% | 減碼 |
| Voya Investment Management LLC | 3,173,103 | $5.40 億 | 0.56% | −121,346−3.7% | 減碼 |
| Prudential Financial Inc | 3,208,270 | $5.38 億 | 0.81% | −423,248−11.7% | 減碼 |
| LPL Financial LLC | 3,143,993 | $5.35 億 | 0.32% | +144,633+4.8% | 加碼 |
| HighTower Advisors, LLC | 3,116,208 | $5.30 億 | 0.89% | +29,459+1.0% | 加碼 |
| Bank of Nova Scotia | 3,009,958 | $5.12 億 | 0.96% | +2,330,360+342.9% | 加碼 |
| State Board of Administration of Florida Retirement System | 3,006,368 | $5.11 億 | 1.07% | +77,431+2.6% | 加碼 |
| Victory Capital Management Inc | 3,003,422 | $5.11 億 | 0.54% | +260,916+9.5% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,981,381 | $5.11 億 | 0.90% | +165,576+5.9% | 加碼 |
| Allianz Asset Management GmbH | 2,952,733 | $5.02 億 | 0.93% | +304,991+11.5% | 加碼 |
| Citigroup Inc | 2,927,958 | $4.98 億 | 0.66% | −245,131−7.7% | 減碼 |
| Truist Financial Corp | 2,926,730 | $4.98 億 | 0.79% | −79,940−2.7% | 減碼 |
| New York State Teachers Retirement System | 2,923,149 | $4.97 億 | 1.11% | −107,624−3.6% | 減碼 |
| Mackenzie Financial Corp | 2,919,820 | $4.97 億 | 0.75% | −60,598−2.0% | 減碼 |
| Canada Pension Plan Investment Board | 2,914,619 | $4.96 億 | 0.63% | +151,234+5.5% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 2,815,151 | $4.79 億 | 1.69% | +1,207,872+75.2% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 2,809,766 | $4.78 億 | 0.99% | −82,300−2.8% | 減碼 |
| Korea Investment CORP | 2,749,450 | $4.68 億 | 1.23% | −32,167−1.2% | 減碼 |
| Capital Wealth Planning, LLC | 2,748,515 | $4.68 億 | 5.35% | −182,195−6.2% | 減碼 |
| Nordea Investment Management AB | 2,690,167 | $4.58 億 | 0.58% | −100,053−3.6% | 減碼 |
| Storebrand Asset Management AS | 2,605,477 | $4.43 億 | 1.60% | +1,061,991+68.8% | 加碼 |