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
- 4,002
- 較 2023 年第 3 季 +356 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
- 459
- 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 | 5,103 | $5,721 億 |
| 2025 年第 4 季 | 5,155 | $6,395 億 |
| 2025 年第 3 季 | 4,766 | $6,180 億 |
| 2025 年第 2 季 | 4,753 | $5,824 億 |
| 2025 年第 1 季 | 4,680 | $4,946 億 |
| 2024 年第 4 季 | 4,680 | $4,900 億 |
| 2024 年第 3 季 | 4,216 | $4,294 億 |
| 2024 年第 2 季 | 4,182 | $4,162 億 |
| 2024 年第 1 季 | 4,121 | $4,145 億 |
| 2023 年第 4 季 | 4,002 | $3,518 億 |
| 2023 年第 3 季 | 3,711 | $2,970 億 |
| 2023 年第 2 季 | 3,673 | $2,976 億 |
| 2023 年第 1 季 | 3,613 | $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 | 3,520 | $2,789 億 |
| 2021 年第 4 季 | 3,595 | $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 |
|---|---|---|---|---|---|
| Junto Capital Management LP | 939,078 | $1.60 億 | 3.68% | −208,348−18.2% | 減碼 |
| CIBC World Markets Corp | 904,857 | $1.54 億 | 0.84% | +119,590+15.2% | 加碼 |
| RE Advisers Corp | 899,136 | $1.53 億 | 3.91% | −56,200−5.9% | 減碼 |
| Renaissance Technologies LLC | 893,193 | $1.52 億 | 0.24% | +893,193 | 新進 |
| Douglas Lane & Associates, LLC | 873,754 | $1.49 億 | 2.29% | −35,348−3.9% | 減碼 |
| LSV Asset Management | 861,500 | $1.47 億 | 0.32% | +44,700+5.5% | 加碼 |
| Teacher Retirement System of Texas | 837,016 | $1.42 億 | 0.97% | −72,485−8.0% | 減碼 |
| First Financial Bankshares Inc | 834,843 | $1.42 億 | 3.41% | +834,843 | 新進 |
| Skandinaviska Enskilda Banken AB (publ) | 829,767 | $1.41 億 | 0.82% | +36,674+4.6% | 加碼 |
| Kovitz Investment Group Partners, LLC | 830,867 | $1.41 億 | 2.34% | −10,811−1.3% | 減碼 |
| Captrust Financial Advisors | 826,851 | $1.41 億 | 0.48% | +80,881+10.8% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 821,117 | $1.40 億 | 2.27% | +2,427+0.3% | 加碼 |
| Bartlett & Co. LLC | 821,117 | $1.40 億 | 2.27% | +2,427+0.3% | 加碼 |
| Vaughan Nelson Investment Management, L.P. | 820,968 | $1.40 億 | 1.39% | +795,488+3,122.0% | 加碼 |
| Arizona State Retirement System | 817,609 | $1.39 億 | 1.06% | −9,552−1.2% | 減碼 |
| Compagnie Lombard Odier SCmA | 815,501 | $1.39 億 | 2.58% | +37,267+4.8% | 加碼 |
| Penserra Capital Management LLC | 812,140 | $1.38 億 | 2.60% | −173,221−17.6% | 減碼 |
| MML Investors Services, LLC | 811,614 | $1.38 億 | 0.64% | +92,601+12.9% | 加碼 |
| Employees Retirement System of Texas | 793,070 | $1.35 億 | 1.58% | +49,300+6.6% | 加碼 |
| State of Michigan Retirement System | 791,531 | $1.35 億 | 0.80% | −5,100−0.6% | 減碼 |
| Quilter Plc | 780,876 | $1.33 億 | 4.48% | +1,045+0.1% | 加碼 |
| Calamos Advisors LLC | 775,446 | $1.32 億 | 0.68% | −5,462−0.7% | 減碼 |
| Tredje AP-fonden | 775,431 | $1.32 億 | 1.65% | +30,290+4.1% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 774,421 | $1.32 億 | 2.95% | +9,399+1.2% | 加碼 |
| Gateway Investment Advisers LLC | 770,211 | $1.31 億 | 1.53% | −1,006−0.1% | 減碼 |
| AQR Capital Management LLC | 767,624 | $1.31 億 | 0.25% | −14,958−1.9% | 減碼 |
| Sarasin & Partners LLP | 766,139 | $1.30 億 | 1.43% | +17,732+2.4% | 加碼 |
| James Hambro & Partners | 762,102 | $1.30 億 | 6.91% | +25,831+3.5% | 加碼 |
| Allspring Global Investments Holdings, LLC | 751,289 | $1.28 億 | 0.21% | −141,974−15.9% | 減碼 |
| ProShare Advisors LLC | 747,104 | $1.27 億 | 0.39% | −43,286−5.5% | 減碼 |
| SEI Investments Co | 739,872 | $1.26 億 | 0.20% | +19,646+2.7% | 加碼 |
| American International Group, Inc. | 734,322 | $1.25 億 | 0.51% | −10,132−1.4% | 減碼 |
| Pinebridge Investments, L.P. | 727,530 | $1.24 億 | 1.15% | −80,037−9.9% | 減碼 |
| Welch & Forbes LLC | 722,717 | $1.23 億 | 1.86% | −3,361−0.5% | 減碼 |
| Stonegate Investment Group, LLC | 709,641 | $1.21 億 | 4.00% | −2960.0% | 減碼 |
| MetLife Investment Management | 701,747 | $1.19 億 | 0.86% | −16,694−2.3% | 減碼 |
| Amalgamated Bank | 700,285 | $1.19 億 | 0.95% | −34,517−4.7% | 減碼 |
| Oppenheimer Asset Management Inc. | 673,226 | $1.15 億 | 1.59% | +551+0.1% | 加碼 |
| D. E. Shaw & Co., Inc. | 671,816 | $1.14 億 | 0.16% | +82,366+14.0% | 加碼 |
| Forsta Ap-Fonden | 668,500 | $1.14 億 | 1.15% | −29,500−4.2% | 減碼 |
| Atalanta Sosnoff Capital, LLC | 664,846 | $1.13 億 | 2.92% | −6,397−1.0% | 減碼 |
| LGT Group Foundation | 658,594 | $1.12 億 | 2.48% | +22,372+3.5% | 加碼 |
| Federated Hermes, Inc. | 656,836 | $1.12 億 | 0.28% | +57,774+9.6% | 加碼 |
| Peapack Gladstone Financial Corp | 639,619 | $1.09 億 | 1.83% | −9,363−1.4% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 639,319 | $1.09 億 | 0.28% | −70,204−9.9% | 減碼 |
| Pinnacle Financial Partners Inc | 637,423 | $1.08 億 | 2.57% | −26,066−3.9% | 減碼 |
| EP Wealth Advisors, LLC | 636,604 | $1.08 億 | 1.38% | +11,892+1.9% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 633,093 | $1.08 億 | 0.78% | +48,773+8.3% | 加碼 |
| Crawford Investment Counsel Inc | 627,225 | $1.07 億 | 2.14% | −9,688−1.5% | 減碼 |
| Whittier Trust Co | 626,794 | $1.07 億 | 1.73% | +1,089+0.2% | 加碼 |
| Evercore Wealth Management, LLC | 625,375 | $1.06 億 | 1.78% | +7,793+1.3% | 加碼 |
| Cooke & Bieler LP | 619,267 | $1.05 億 | 0.93% | −18,483−2.9% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 618,481 | $1.05 億 | 1.38% | +5,466+0.9% | 加碼 |
| AXA S.A. | 617,369 | $1.05 億 | 0.34% | +32,532+5.6% | 加碼 |
| Capital Advisors Inc | 608,857 | $1.04 億 | 2.32% | +74,464+13.9% | 加碼 |
| AE Wealth Management LLC | 597,583 | $1.03 億 | 0.53% | +134,025+28.9% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 602,650 | $1.03 億 | 0.44% | −33,759−5.3% | 減碼 |
| Aware Super Pty Ltd as trustee of Aware Super | 317,953 | $1.02 億 | 1.41% | +317,953 | 新進 |
| Public Sector Pension Investment Board | 601,625 | $1.02 億 | 0.78% | −223,324−27.1% | 減碼 |
| Consulta Ltd | 600,000 | $1.02 億 | 6.72% | −150,000−20.0% | 減碼 |
| Agf Management Ltd | 599,413 | $1.02 億 | 0.60% | −3,899−0.6% | 減碼 |
| Squarepoint Ops LLC | 597,491 | $1.02 億 | 0.41% | −209,466−26.0% | 減碼 |
| Barr E S & Co | 597,053 | $1.02 億 | 6.89% | −156,691−20.8% | 減碼 |
| Texas Permanent School Fund | 596,903 | $1.02 億 | 0.88% | −3,564−0.6% | 減碼 |
| Manning & Napier Group, LLC | 596,646 | $1.01 億 | 1.21% | −85,772−12.6% | 減碼 |
| Factory Mutual Insurance Co | 593,325 | $1.01 億 | 1.25% | 00.0% | 不變 |
| Mawer Investment Management Ltd. | 590,838 | $1.01 億 | 0.51% | −67,528−10.3% | 減碼 |
| IFM Investors Pty Ltd | 589,990 | $1.00 億 | 1.22% | −1,341−0.2% | 減碼 |
| Williams Jones Wealth Management, LLC. | 585,096 | $9,952 萬 | 1.39% | −32,966−5.3% | 減碼 |
| Zurich Insurance Group Ltd | 577,715 | $9,827 萬 | 1.00% | −441,874−43.3% | 減碼 |
| Investment Management Corp of Ontario | 572,026 | $9,730 萬 | 2.38% | +169,020+41.9% | 加碼 |
| Nissay Asset Management Corp | 560,034 | $9,526 萬 | 0.77% | −214,965−27.7% | 減碼 |
| Colony Group, LLC | 556,793 | $9,471 萬 | 1.24% | +556,793 | 新進 |
| Connectus Wealth, LLC | 556,633 | $9,470 萬 | 1.94% | −8,067−1.4% | 減碼 |
| Actiam N.V. | 622,006 | $9,406 萬 | 3.90% | +622,006 | 新進 |
| Capitolis Liquid Global Markets LLC | 550,000 | $9,356 萬 | 3.85% | +550,000 | 新進 |
| Man Group plc | 547,151 | $9,307 萬 | 0.27% | – | – |
| Teachers Retirement System of the State of Kentucky | 544,270 | $9,258 萬 | 0.86% | −13,604−2.4% | 減碼 |
| Swiss Life Asset Management Ltd | 537,872 | $9,155 萬 | 1.10% | +162,550+43.3% | 加碼 |
| Wilkinson Global Asset Management LLC | 534,324 | $9,089 萬 | 6.27% | −963−0.2% | 減碼 |
| Federation des caisses Desjardins du Quebec | 531,067 | $9,033 萬 | 0.85% | −55,300−9.4% | 減碼 |
| InterOcean Capital Group, LLC | 525,125 | $8,932 萬 | 2.40% | +18,185+3.6% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 515,755 | $8,773 萬 | 0.24% | +8,521+1.7% | 加碼 |
| Umb Bank N A | 507,313 | $8,629 萬 | 1.26% | −8,083−1.6% | 減碼 |
| Czech National Bank | 506,428 | $8,614 萬 | 1.23% | −1,520−0.3% | 減碼 |
| Utah Retirement Systems | 500,869 | $8,520 萬 | 1.09% | +3,000+0.6% | 加碼 |
| Brandes Investment Partners, LP | 500,332 | $8,511 萬 | 1.29% | +18,947+3.9% | 加碼 |
| Tiaa Trust, National Association | 498,314 | $8,476 萬 | 0.28% | +2,335+0.5% | 加碼 |
| Mercer Global Advisors Inc | 498,235 | $8,475 萬 | 0.25% | +99,210+24.9% | 加碼 |
| Capital International Inc | 496,478 | $8,445 萬 | 1.32% | +64,402+14.9% | 加碼 |
| Staley Capital Advisers Inc | 493,543 | $8,395 萬 | 4.18% | +2,883+0.6% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 492,136 | $8,371 萬 | 0.37% | −50,724−9.3% | 減碼 |
| Candriam Luxembourg S.C.A. | 490,863 | $8,350 萬 | 0.58% | −21,905−4.3% | 減碼 |
| TCW Group Inc | 490,714 | $8,348 萬 | 0.93% | +21,417+4.6% | 加碼 |
| Commerzbank Aktiengesellschaft | 486,563 | $8,276 萬 | 3.29% | +10,578+2.2% | 加碼 |
| United Capital Financial Advisers, LLC | 485,325 | $8,255 萬 | 0.69% | −153,873−24.1% | 減碼 |
| Kestra Advisory Services, LLC | 483,813 | $8,230 萬 | 0.67% | +27,856+6.1% | 加碼 |
| Cresset Asset Management, LLC | 483,211 | $8,219 萬 | 0.50% | +12,710+2.7% | 加碼 |
| Pinnacle Associates Ltd | 478,369 | $8,137 萬 | 1.37% | −290−0.1% | 減碼 |
| Sculptor Capital LP | 477,300 | $8,119 萬 | 2.04% | +477,300 | 新進 |