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。
2024 年第 1 季 13F 持有人
JPMorgan Chase & Co 在 2024/3/31 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
- 4,120
- 較 2023 年第 4 季 +172 家
- 持有股數
- 20.7 億
- 較 2023 年第 4 季 +982.3 萬 (+0.5%)
- 總市值
- $4,145 億
- 較 2023 年第 4 季 +$639.7 億 (+18.3%)
- 新進機構
- 255
- 另有 1,623 家加碼
- 清倉機構
- 83
- 另有 1,862 家減碼
另有 53 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 271,077,070 | $543.0 億 | 1.08% | −1,348,934−0.5% | 減碼 |
| BlackRock Inc. | 196,122,719 | $392.8 億 | 0.92% | +4,366,153+2.3% | 加碼 |
| State Street Corp | 125,849,413 | $252.1 億 | 1.13% | +689,942+0.6% | 加碼 |
| Morgan Stanley | 66,729,367 | $133.7 億 | 1.07% | +1,888,170+2.9% | 加碼 |
| Geode Capital Management, LLC | 56,909,782 | $113.7 億 | 1.05% | +1,585,527+2.9% | 加碼 |
| FMR LLC | 55,364,821 | $110.9 億 | 0.74% | +2,759,739+5.2% | 加碼 |
| Bank of America Corp | 51,021,749 | $102.2 億 | 1.01% | −43,710−0.1% | 減碼 |
| Capital International Investors | 42,294,992 | $84.7 億 | 1.72% | +778,297+1.9% | 加碼 |
| Wellington Management Group LLP | 38,975,497 | $78.1 億 | 1.38% | −640,821−1.6% | 減碼 |
| Norges Bank | 36,740,801 | $73.6 億 | 1.16% | +1,368,206+3.9% | 加碼 |
| Capital World Investors | 34,422,011 | $68.9 億 | 1.14% | +150,812+0.4% | 加碼 |
| Price T Rowe Associates Inc | 31,484,069 | $63.1 億 | 0.77% | −619,030−1.9% | 減碼 |
| Northern Trust Corp | 30,776,053 | $61.6 億 | 1.07% | −1,183,894−3.7% | 減碼 |
| Massachusetts Financial Services Co | 28,831,194 | $57.7 億 | 1.73% | −667,379−2.3% | 減碼 |
| Bank of New York Mellon Corp | 27,894,605 | $55.9 億 | 1.07% | −919,308−3.2% | 減碼 |
| Royal Bank of Canada | 26,004,760 | $52.1 億 | 1.27% | +2,811,415+12.1% | 加碼 |
| Wells Fargo & Company | 24,938,604 | $50.0 億 | 1.32% | −26,725−0.1% | 減碼 |
| Ameriprise Financial Inc | 23,613,272 | $47.3 億 | 1.30% | −100,060−0.4% | 減碼 |
| Dimensional Fund Advisors LP | 21,656,369 | $43.4 億 | 1.17% | +317,665+1.5% | 加碼 |
| Charles Schwab Investment Management Inc | 20,226,537 | $40.0 億 | 0.92% | +56,138+0.3% | 加碼 |
| Legal & General Group Plc | 18,788,133 | $37.6 億 | 1.08% | −91,564−0.5% | 減碼 |
| UBS Group AG | 17,595,944 | $35.2 億 | 1.16% | +1,507,915+9.4% | 加碼 |
| Capital Research Global Investors | 17,200,124 | $34.5 億 | 0.78% | +3,252,451+23.3% | 加碼 |
| Nuveen Asset Management, LLC | 17,132,623 | $34.3 億 | 1.02% | +576,141+3.5% | 加碼 |
| Goldman Sachs Group Inc | 16,373,349 | $32.8 億 | 0.69% | −1,738,968−9.6% | 減碼 |
| Franklin Resources Inc | 14,649,979 | $29.3 億 | 0.93% | +2,023,471+16.0% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 13,843,894 | $27.7 億 | 3.16% | +974,850+7.6% | 加碼 |
| Invesco Ltd. | 13,232,612 | $26.5 億 | 0.57% | −1,391,843−9.5% | 減碼 |
| Deutsche Bank AG | 12,942,751 | $25.9 億 | 1.21% | +133,616+1.0% | 加碼 |
| Fisher Asset Management, LLC | 12,253,382 | $24.5 億 | 1.15% | +416,484+3.5% | 加碼 |
| UBS Asset Management Americas Inc | 11,619,791 | $23.3 億 | 0.83% | −196,717−1.7% | 減碼 |
| Barclays PLC | 11,023,915 | $22.1 億 | 1.00% | +2,389,363+27.7% | 加碼 |
| Neuberger Berman Group LLC | 10,220,725 | $20.5 億 | 1.69% | −158,486−1.5% | 減碼 |
| Raymond James & Associates | 9,320,640 | $18.7 億 | 1.27% | +204,472+2.2% | 加碼 |
| Boston Partners | 9,057,827 | $18.1 億 | 2.16% | −35,342−0.4% | 減碼 |
| Bank of Montreal | 8,787,415 | $17.5 億 | 0.91% | +1,184,116+15.6% | 加碼 |
| Sanders Capital, LLC | 8,065,462 | $16.2 億 | 2.70% | +55,954+0.7% | 加碼 |
| HSBC Holdings PLC | 7,786,027 | $15.6 億 | 1.11% | +1,086,647+16.2% | 加碼 |
| Clearbridge Investments, LLC | 7,557,077 | $15.1 億 | 1.20% | −160,161−2.1% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 7,251,851 | $14.5 億 | 1.00% | −254,245−3.4% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 7,193,854 | $14.4 億 | 1.33% | −1,409,241−16.4% | 減碼 |
| Envestnet Asset Management Inc | 7,129,128 | $14.3 億 | 0.53% | +673,404+10.4% | 加碼 |
| The PNC Financial Services Group, Inc. | 7,076,207 | $14.2 億 | 0.99% | −79,704−1.1% | 減碼 |
| Janus Henderson Group PLC | 7,026,491 | $14.1 億 | 0.77% | −836,538−10.6% | 減碼 |
| Alliancebernstein L.P. | 6,540,332 | $13.1 億 | 0.46% | −652,373−9.1% | 減碼 |
| California Public Employees Retirement System | 6,354,293 | $12.7 億 | 0.90% | −100,353−1.6% | 減碼 |
| Bessemer Group Inc | 5,963,807 | $11.9 億 | 2.16% | −242,622−3.9% | 減碼 |
| Principal Financial Group Inc | 5,888,868 | $11.8 億 | 0.69% | −210,399−3.4% | 減碼 |
| Baird Financial Group, Inc. | 5,703,231 | $11.4 億 | 2.40% | +96,062+1.7% | 加碼 |
| Unisphere Establishment | 5,675,000 | $11.4 億 | 11.48% | +75,000+1.3% | 加碼 |
| Rhumbline Advisers | 5,506,135 | $11.0 億 | 1.06% | −76,501−1.4% | 減碼 |
| Schroder Investment Management Group | 5,247,147 | $10.5 億 | 1.24% | +142,816+2.8% | 加碼 |
| Primecap Management Co | 5,150,246 | $10.3 億 | 0.77% | +626,200+13.8% | 加碼 |
| TD Asset Management Inc | 4,752,835 | $9.52 億 | 0.89% | +277,261+6.2% | 加碼 |
| California State Teachers Retirement System | 4,676,602 | $9.37 億 | 1.18% | +7,190+0.2% | 加碼 |
| Greenhaven Associates Inc大師Greenhaven | 4,626,384 | $9.27 億 | 8.53% | −97,120−2.1% | 減碼 |
| Amundi | 4,988,045 | $9.04 億 | 0.39% | +300,033+6.4% | 加碼 |
| National Pension Service | 4,505,219 | $9.02 億 | 1.08% | +40,245+0.9% | 加碼 |
| Credit Suisse AG | 4,311,733 | $8.62 億 | 0.84% | −490,235−10.2% | 減碼 |
| Stifel Financial Corp | 4,304,336 | $8.62 億 | 0.98% | −28,441−0.7% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 4,273,175 | $8.56 億 | 1.27% | −20,946−0.5% | 減碼 |
| American Century Companies Inc | 4,261,849 | $8.54 億 | 0.54% | +15,655+0.4% | 加碼 |
| New York State Common Retirement Fund | 4,095,087 | $8.20 億 | 1.08% | −236,053−5.5% | 減碼 |
| Swedbank AB | 3,994,659 | $8.00 億 | 1.13% | +282,952+7.6% | 加碼 |
| US Bancorp | 3,963,777 | $7.94 億 | 1.11% | −54,518−1.4% | 減碼 |
| JPMorgan Chase & Co | 3,956,600 | $7.93 億 | 0.07% | −255,067−6.1% | 減碼 |
| Ensign Peak Advisors, Inc | 3,852,639 | $7.72 億 | 1.41% | −231,976−5.7% | 減碼 |
| APG Asset Management N.V. | 4,031,875 | $7.48 億 | 1.31% | +228,789+6.0% | 加碼 |
| CI Private Wealth, LLC | 3,660,025 | $7.33 億 | 1.31% | +127,571+3.6% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,573,424 | $7.16 億 | 0.99% | +592,043+19.9% | 加碼 |
| 1832 Asset Management L.P. | 3,523,898 | $7.06 億 | 1.29% | +185,290+5.5% | 加碼 |
| Allianz Asset Management GmbH | 3,471,466 | $6.95 億 | 1.17% | +518,733+17.6% | 加碼 |
| DekaBank Deutsche Girozentrale | 3,429,115 | $6.87 億 | 1.28% | +34,054+1.0% | 加碼 |
| Prudential Financial Inc | 3,337,612 | $6.69 億 | 0.94% | +129,342+4.0% | 加碼 |
| Citadel Advisors LLC | 3,310,899 | $6.63 億 | 0.64% | −1,236,926−27.2% | 減碼 |
| Fayez Sarofim & Co | 3,296,580 | $6.60 億 | 1.97% | −282,838−7.9% | 減碼 |
| Davis Selected Advisers | 3,227,669 | $6.47 億 | 3.62% | −765,565−19.2% | 減碼 |
| BNP Paribas Arbitrage, SA | 3,223,548 | $6.46 億 | 0.80% | +659,558+25.7% | 加碼 |
| LPL Financial LLC | 3,217,882 | $6.45 億 | 0.35% | +73,889+2.4% | 加碼 |
| CIBC Private Wealth Group, LLC | 3,152,147 | $6.27 億 | 1.23% | −63,358−2.0% | 減碼 |
| Canada Pension Plan Investment Board | 3,106,563 | $6.22 億 | 0.65% | +191,944+6.6% | 加碼 |
| FIL Ltd | 3,095,531 | $6.20 億 | 0.61% | −301,759−8.9% | 減碼 |
| Victory Capital Management Inc | 3,015,256 | $6.04 億 | 0.59% | +11,834+0.4% | 加碼 |
| National Bank of Canada | 3,019,147 | $6.00 億 | 1.04% | −1,123,837−27.1% | 減碼 |
| Citigroup Inc | 2,954,434 | $5.92 億 | 0.64% | +26,476+0.9% | 加碼 |
| Robeco Institutional Asset Management B.V. | 2,923,969 | $5.86 億 | 1.27% | +460,270+18.7% | 加碼 |
| Mackenzie Financial Corp | 2,906,781 | $5.82 億 | 0.84% | −13,039−0.4% | 減碼 |
| Truist Financial Corp | 2,866,651 | $5.74 億 | 0.87% | −60,079−2.1% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 2,837,766 | $5.68 億 | 1.07% | +28,000+1.0% | 加碼 |
| New York State Teachers Retirement System | 2,836,790 | $5.68 億 | 1.19% | −86,359−3.0% | 減碼 |
| Manufacturers Life Insurance Company, The | 2,823,194 | $5.65 億 | 0.52% | −396,148−12.3% | 減碼 |
| HighTower Advisors, LLC | 2,760,870 | $5.53 億 | 0.90% | −355,338−11.4% | 減碼 |
| Korea Investment CORP | 2,667,001 | $5.34 億 | 1.36% | −82,449−3.0% | 減碼 |
| Storebrand Asset Management AS | 2,632,366 | $5.27 億 | 1.80% | +26,889+1.0% | 加碼 |
| Nordea Investment Management AB | 2,618,180 | $5.23 億 | 0.62% | −71,987−2.7% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 2,562,875 | $5.11 億 | 1.96% | +340,828+15.3% | 加碼 |
| Voya Investment Management LLC | 2,547,666 | $5.10 億 | 0.50% | −625,437−19.7% | 減碼 |
| Rathbone Brothers plc | 2,459,498 | $4.93 億 | 2.84% | +25,328+1.0% | 加碼 |
| Great West Life Assurance Co | 2,379,891 | $4.77 億 | 0.96% | +46,551+2.0% | 加碼 |
| Royal London Asset Management Ltd | 2,348,511 | $4.70 億 | 1.17% | +122,590+5.5% | 加碼 |