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 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 | 5,157 | $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 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 |
|---|---|---|---|---|---|
| BNP Paribas Arbitrage, SA | 2,563,990 | $4.36 億 | 0.79% | +227,327+9.7% | 加碼 |
| Toronto Dominion Bank | 2,485,822 | $4.23 億 | 0.61% | −6430.0% | 減碼 |
| Robeco Institutional Asset Management B.V. | 2,463,699 | $4.19 億 | 1.02% | +1,156,723+88.5% | 加碼 |
| Rathbone Brothers plc | 2,434,170 | $4.14 億 | 2.67% | +33,951+1.4% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 2,368,636 | $4.03 億 | 1.44% | −20,690−0.9% | 減碼 |
| Great West Life Assurance Co | 2,333,340 | $3.95 億 | 0.87% | +104,686+4.7% | 加碼 |
| Standard Life Aberdeen plc | 2,288,745 | $3.89 億 | 0.84% | +561,844+32.5% | 加碼 |
| Fifth Third Bancorp | 2,282,565 | $3.88 億 | 1.65% | −10,890−0.5% | 減碼 |
| Jennison Associates LLC | 2,260,149 | $3.84 億 | 0.29% | +428,204+23.4% | 加碼 |
| Lord, Abbett & Co. LLC | 2,255,458 | $3.84 億 | 1.35% | −100,049−4.2% | 減碼 |
| Mariner, LLC | 2,229,943 | $3.79 億 | 0.90% | +285,331+14.7% | 加碼 |
| Royal London Asset Management Ltd | 2,225,921 | $3.79 億 | 1.08% | +57,344+2.6% | 加碼 |
| Blair William & Co | 2,215,395 | $3.77 億 | 1.28% | +41,885+1.9% | 加碼 |
| King Luther Capital Management Corp | 2,164,908 | $3.68 億 | 1.77% | −97,381−4.3% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 2,222,047 | $3.66 億 | 1.63% | +98,897+4.7% | 加碼 |
| M&T Bank Corp | 2,051,288 | $3.49 億 | 1.28% | −9,728−0.5% | 減碼 |
| Gardner Russo & Quinn LLC大師Gardner Russo & Quinn | 2,023,369 | $3.44 億 | 3.51% | −75,056−3.6% | 減碼 |
| Cincinnati Insurance Co | 2,012,000 | $3.42 億 | 6.16% | 00.0% | 不變 |
| Brandywine Global Investment Management, LLC | 1,974,337 | $3.36 億 | 2.70% | −111,792−5.4% | 減碼 |
| Natixis Advisors, L.P. | 1,950,699 | $3.32 億 | 0.87% | +247,891+14.6% | 加碼 |
| Marshall Wace, LLP | 1,900,357 | $3.23 億 | 0.62% | −802,458−29.7% | 減碼 |
| Thrivent Financial for Lutherans | 1,899,683 | $3.23 億 | 0.70% | −72,770−3.7% | 減碼 |
| Susquehanna International Group, LLP | 1,872,568 | $3.19 億 | 0.54% | −583,496−23.8% | 減碼 |
| Huntington National Bank | 1,865,446 | $3.17 億 | 2.89% | −8,316−0.4% | 減碼 |
| First Trust Advisors LP | 1,824,441 | $3.10 億 | 0.34% | −52,738−2.8% | 減碼 |
| Commonwealth Equity Services, LLC | 1,806,540 | $3.07 億 | 0.56% | −13,502−0.7% | 減碼 |
| Keybank National Association | 1,805,361 | $3.07 億 | 1.36% | −29,704−1.6% | 減碼 |
| Rockefeller Capital Management L.P. | 1,786,018 | $3.04 億 | 1.02% | −49,885−2.7% | 減碼 |
| Russell Investments Group, Ltd. | 1,777,588 | $3.02 億 | 0.54% | +134,824+8.2% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 1,773,848 | $3.02 億 | 0.71% | −108,190−5.7% | 減碼 |
| Pzena Investment Management LLC | 1,768,274 | $3.01 億 | 1.13% | −14,331−0.8% | 減碼 |
| Janney Montgomery Scott LLC | 1,763,717 | $3.00 億 | 0.97% | +12,070+0.7% | 加碼 |
| Mairs & Power Inc | 1,727,101 | $2.94 億 | 3.10% | +41,810+2.5% | 加碼 |
| KBC Group NV | 1,712,901 | $2.91 億 | 1.03% | +6290.0% | 加碼 |
| Macquarie Group Ltd | 1,683,540 | $2.86 億 | 0.33% | −77,381−4.4% | 減碼 |
| Thornburg Investment Management Inc | 1,662,106 | $2.83 億 | 4.08% | −73,858−4.3% | 減碼 |
| Brave Warrior Advisors, LLC | 1,656,158 | $2.82 億 | 6.72% | −7,382−0.4% | 減碼 |
| State of New Jersey Common Pension Fund D | 1,652,573 | $2.81 億 | 0.94% | −3,895−0.2% | 減碼 |
| Haverford Trust Co | 1,614,895 | $2.75 億 | 3.05% | −145,454−8.3% | 減碼 |
| Ci Investments Inc. | 1,611,949 | $2.74 億 | 1.42% | −56,528−3.4% | 減碼 |
| State of Wisconsin Investment Board | 1,600,315 | $2.72 億 | 0.77% | −42,292−2.6% | 減碼 |
| Menora Mivtachim Holdings Ltd. | 1,562,174 | $2.66 億 | 2.24% | +362,100+30.2% | 加碼 |
| Pictet Asset Management Holding SA | 1,562,138 | $2.66 億 | 0.29% | +75,290+5.1% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 1,549,539 | $2.64 億 | 0.77% | +44,844+3.0% | 加碼 |
| Public Employees Retirement Association of Colorado | 1,518,969 | $2.58 億 | 1.19% | −13,623−0.9% | 減碼 |
| Public Employees Retirement System of Ohio | 1,512,411 | $2.57 億 | 1.03% | +3,268+0.2% | 加碼 |
| Panagora Asset Management Inc | 1,464,530 | $2.49 億 | 1.39% | +276,389+23.3% | 加碼 |
| Epoch Investment Partners, Inc. | 1,409,962 | $2.40 億 | 1.09% | −32,420−2.2% | 減碼 |
| Aviva PLC | 1,405,905 | $2.39 億 | 0.86% | +93,935+7.2% | 加碼 |
| STRS Ohio | 1,397,598 | $2.38 億 | 0.99% | −57,256−3.9% | 減碼 |
| Asset Management One Co.,Ltd. | 1,389,900 | $2.37 億 | 0.95% | −21,079−1.5% | 減碼 |
| Smead Capital Management, Inc. | 1,391,211 | $2.37 億 | 4.24% | +9,782+0.7% | 加碼 |
| Scotia Capital Inc. | 1,376,819 | $2.34 億 | 1.51% | −8,465−0.6% | 減碼 |
| ACR Alpine Capital Research, LLC | 1,372,428 | $2.33 億 | 7.89% | −8,031−0.6% | 減碼 |
| Advisor Group Holdings, Inc. | 1,362,369 | $2.32 億 | 0.41% | −410,743−23.2% | 減碼 |
| Brown Advisory Inc | 1,332,012 | $2.27 億 | 0.32% | −2,947−0.2% | 減碼 |
| Cerity Partners LLC | 2,246,582 | $2.24 億 | 0.75% | +1,366,360+155.2% | 加碼 |
| Cullen Capital Management LLC | 1,293,663 | $2.20 億 | 3.26% | −556,740−30.1% | 減碼 |
| Glenmede Trust Co NA | 1,284,338 | $2.18 億 | 1.13% | −4,354−0.3% | 減碼 |
| Treasurer of the State of North Carolina | 1,281,719 | $2.18 億 | 1.05% | +12,520+1.0% | 加碼 |
| State of Tennessee, Treasury Department | 1,277,963 | $2.17 億 | 0.85% | −167,422−11.6% | 減碼 |
| Comerica Bank | 1,273,048 | $2.17 億 | 1.00% | +5,593+0.4% | 加碼 |
| Loomis Sayles & Co L P | 1,262,434 | $2.15 億 | 0.33% | +2880.0% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,237,378 | $2.10 億 | 0.81% | +39,119+3.3% | 加碼 |
| Commerce Bank | 1,231,959 | $2.10 億 | 1.49% | −11,523−0.9% | 減碼 |
| Boston Trust Walden Corp | 1,231,724 | $2.10 億 | 1.58% | −5,806−0.5% | 減碼 |
| Morningstar Investment Services LLC | 1,214,819 | $2.07 億 | 1.17% | +600,580+97.8% | 加碼 |
| DnB Asset Management AS | 1,210,200 | $2.06 億 | 1.07% | +509,707+72.8% | 加碼 |
| Davenport & Co LLC | 1,201,432 | $2.04 億 | 1.41% | −5,705−0.5% | 減碼 |
| Granite Bay Wealth Management, LLC | 1,324,858 | $2.01 億 | 1.80% | +262,515+24.7% | 加碼 |
| Regions Financial Corp | 1,181,662 | $2.01 億 | 1.66% | −35,700−2.9% | 減碼 |
| Great Lakes Advisors, LLC | 1,178,393 | $2.00 億 | 1.91% | −346,077−22.7% | 減碼 |
| Bahl & Gaynor Inc | 1,174,543 | $2.00 億 | 1.20% | −32,461−2.7% | 減碼 |
| Los Angeles Capital Management LLC | 1,171,696 | $1.99 億 | 0.74% | +121,407+11.6% | 加碼 |
| Omers Administration Corp | 1,166,064 | $1.98 億 | 2.50% | +523,300+81.4% | 加碼 |
| CIBC World Markets Inc. | 1,157,997 | $1.97 億 | 0.56% | −280,498−19.5% | 減碼 |
| Balyasny Asset Management LLC | 1,149,372 | $1.96 億 | 0.54% | +118,819+11.5% | 加碼 |
| Handelsbanken Fonder AB | 1,149,088 | $1.95 億 | 0.95% | +66,383+6.1% | 加碼 |
| Jarislowsky, Fraser Ltd | 1,145,563 | $1.95 億 | 1.15% | −2,967−0.3% | 減碼 |
| Nomura Asset Management Co Ltd | 1,135,550 | $1.93 億 | 0.80% | −14,351−1.2% | 減碼 |
| Empower Advisory Group, LLC | 1,127,250 | $1.92 億 | 0.75% | +16,000+1.4% | 加碼 |
| Zacks Investment Management | 1,108,873 | $1.89 億 | 2.32% | −47,756−4.1% | 減碼 |
| AMF Pensionsforsakring AB | 1,085,072 | $1.85 億 | 1.58% | +406,392+59.9% | 加碼 |
| Kames Capital plc | 1,072,836 | $1.83 億 | 2.91% | +1,072,836 | 新進 |
| Bradley Foster & Sargent Inc | 1,070,027 | $1.82 億 | 3.54% | +6,403+0.6% | 加碼 |
| Eagle Asset Management Inc | 1,057,533 | $1.80 億 | 0.96% | +4,988+0.5% | 加碼 |
| Capital Group Private Client Services, Inc. | 1,029,509 | $1.75 億 | 1.81% | −55,015−5.1% | 減碼 |
| Creative Planning | 1,028,610 | $1.75 億 | 0.32% | −119,086−10.4% | 減碼 |
| Paralel Advisors LLC | 1,028,000 | $1.75 億 | 8.95% | 00.0% | 不變 |
| Rafferty Asset Management, LLC | 1,024,730 | $1.74 億 | 0.74% | +49,600+5.1% | 加碼 |
| Retirement Systems of Alabama | 994,111 | $1.69 億 | 0.72% | −19,944−2.0% | 減碼 |
| Bristol John W & Co Inc | 986,779 | $1.68 億 | 3.09% | −49,988−4.8% | 減碼 |
| Nisa Investment Advisors, LLC | 984,990 | $1.68 億 | 1.19% | −19,836−2.0% | 減碼 |
| Northwestern Mutual Wealth Management Co | 977,688 | $1.66 億 | 0.19% | +11,540+1.2% | 加碼 |
| Clark Capital Management Group, Inc. | 969,232 | $1.65 億 | 1.35% | −59,014−5.7% | 減碼 |
| UniSuper Management Pty Ltd | 961,573 | $1.64 億 | 1.81% | +174,460+22.2% | 加碼 |
| Westwood Holdings Group Inc. | 958,096 | $1.63 億 | 1.38% | +24,293+2.6% | 加碼 |
| M&G Investment Management Ltd | 955,910 | $1.63 億 | 0.98% | −116,715−10.9% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 955,799 | $1.62 億 | 0.33% | −4,333−0.5% | 減碼 |
| TD Waterhouse Canada Inc. | 860,649 | $1.61 億 | 1.50% | +2,531+0.3% | 加碼 |