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。
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 | 5,157 | $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 |
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 |
|---|---|---|---|---|---|
| Chevy Chase Trust Holdings, Inc. | 2,342,481 | $4.69 億 | 1.54% | −26,155−1.1% | 減碼 |
| Standard Life Aberdeen plc | 2,324,842 | $4.66 億 | 0.91% | +36,097+1.6% | 加碼 |
| Mariner, LLC | 2,292,897 | $4.59 億 | 0.95% | +62,954+2.8% | 加碼 |
| Fifth Third Bancorp | 2,256,431 | $4.52 億 | 1.77% | −26,134−1.1% | 減碼 |
| Blair William & Co | 2,218,522 | $4.44 億 | 1.40% | +3,127+0.1% | 加碼 |
| Jennison Associates LLC | 2,216,546 | $4.44 億 | 0.30% | −43,603−1.9% | 減碼 |
| Natixis Advisors, L.P. | 2,157,416 | $4.32 億 | 0.99% | +206,717+10.6% | 加碼 |
| King Luther Capital Management Corp | 2,128,610 | $4.26 億 | 1.92% | −36,298−1.7% | 減碼 |
| M&T Bank Corp | 2,063,183 | $4.13 億 | 1.44% | +11,895+0.6% | 加碼 |
| State Board of Administration of Florida Retirement System | 3,145,106 | $4.10 億 | 0.96% | +138,738+4.6% | 加碼 |
| Danske Bank A/S | 2,035,063 | $4.08 億 | 1.28% | +2,035,063 | 新進 |
| Toronto Dominion Bank | 2,029,369 | $4.06 億 | 0.64% | −456,453−18.4% | 減碼 |
| Cincinnati Insurance Co | 2,012,000 | $4.03 億 | 6.62% | 00.0% | 不變 |
| Brandywine Global Investment Management, LLC | 1,984,114 | $3.97 億 | 2.87% | +9,777+0.5% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 1,943,929 | $3.89 億 | 1.37% | −871,222−30.9% | 減碼 |
| Capital Wealth Planning, LLC | 1,940,025 | $3.89 億 | 4.15% | −808,490−29.4% | 減碼 |
| Russell Investments Group, Ltd. | 1,861,761 | $3.73 億 | 0.59% | +84,173+4.7% | 加碼 |
| Huntington National Bank | 1,855,613 | $3.72 億 | 2.99% | −9,833−0.5% | 減碼 |
| Thrivent Financial for Lutherans | 1,849,467 | $3.70 億 | 0.74% | −50,216−2.6% | 減碼 |
| Lord, Abbett & Co. LLC | 1,834,671 | $3.67 億 | 1.19% | −420,787−18.7% | 減碼 |
| Rockefeller Capital Management L.P. | 1,833,573 | $3.67 億 | 1.07% | +47,555+2.7% | 加碼 |
| Commonwealth Equity Services, LLC | 1,800,333 | $3.61 億 | 0.60% | −6,207−0.3% | 減碼 |
| Keybank National Association | 1,793,515 | $3.59 億 | 1.48% | −11,846−0.7% | 減碼 |
| Janney Montgomery Scott LLC | 1,769,106 | $3.54 億 | 1.05% | +5,389+0.3% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 1,743,392 | $3.49 億 | 0.80% | −30,456−1.7% | 減碼 |
| Mairs & Power Inc | 1,716,546 | $3.44 億 | 3.33% | −10,555−0.6% | 減碼 |
| Gardner Russo & Quinn LLC大師Gardner Russo & Quinn | 1,710,494 | $3.43 億 | 3.51% | −312,875−15.5% | 減碼 |
| Bahl & Gaynor Inc | 1,674,988 | $3.36 億 | 1.87% | +500,445+42.6% | 加碼 |
| Menora Mivtachim Holdings Ltd. | 1,673,669 | $3.35 億 | 2.52% | +111,495+7.1% | 加碼 |
| First Trust Advisors LP | 1,653,995 | $3.31 億 | 0.34% | −170,446−9.3% | 減碼 |
| State of New Jersey Common Pension Fund D | 1,652,573 | $3.31 億 | 1.00% | 00.0% | 不變 |
| State of Wisconsin Investment Board | 1,647,811 | $3.30 億 | 0.87% | +47,496+3.0% | 加碼 |
| UniSuper Management Pty Ltd | 1,632,708 | $3.27 億 | 3.13% | +671,135+69.8% | 加碼 |
| Cerity Partners LLC | 1,624,281 | $3.25 億 | 0.86% | −622,301−27.7% | 減碼 |
| Cullen Capital Management LLC | 1,618,109 | $3.24 億 | 3.61% | +324,446+25.1% | 加碼 |
| Thornburg Investment Management Inc | 1,579,891 | $3.16 億 | 4.41% | −82,215−4.9% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 1,530,987 | $3.07 億 | 0.79% | −18,552−1.2% | 減碼 |
| Epoch Investment Partners, Inc. | 1,524,742 | $3.05 億 | 1.36% | +114,780+8.1% | 加碼 |
| Haverford Trust Co | 1,521,671 | $3.05 億 | 3.18% | −93,224−5.8% | 減碼 |
| Panagora Asset Management Inc | 1,496,803 | $3.00 億 | 1.56% | +32,273+2.2% | 加碼 |
| Public Employees Retirement Association of Colorado | 1,479,653 | $2.96 億 | 1.28% | −39,316−2.6% | 減碼 |
| Smead Capital Management, Inc. | 1,451,104 | $2.91 億 | 4.53% | +59,893+4.3% | 加碼 |
| Ci Investments Inc. | 1,439,459 | $2.88 億 | 1.14% | −172,490−10.7% | 減碼 |
| Aviva PLC | 1,438,885 | $2.88 億 | 0.95% | +32,980+2.3% | 加碼 |
| KBC Group NV | 1,424,797 | $2.85 億 | 0.91% | −288,104−16.8% | 減碼 |
| Public Employees Retirement System of Ohio | 1,408,017 | $2.82 億 | 1.10% | −104,394−6.9% | 減碼 |
| Pictet Asset Management Holding SA | 1,406,481 | $2.82 億 | 0.31% | −155,657−10.0% | 減碼 |
| Scotia Capital Inc. | 1,362,481 | $2.73 億 | 1.62% | −14,338−1.0% | 減碼 |
| Balyasny Asset Management LLC | 1,360,655 | $2.73 億 | 0.70% | +211,283+18.4% | 加碼 |
| STRS Ohio | 1,336,335 | $2.68 億 | 1.07% | −61,263−4.4% | 減碼 |
| Asset Management One Co.,Ltd. | 1,327,444 | $2.66 億 | 1.02% | −62,456−4.5% | 減碼 |
| Pzena Investment Management LLC | 1,314,755 | $2.63 億 | 0.90% | −453,519−25.6% | 減碼 |
| Brave Warrior Advisors, LLC | 1,298,628 | $2.60 億 | 5.44% | −357,530−21.6% | 減碼 |
| Treasurer of the State of North Carolina | 1,293,519 | $2.59 億 | 1.14% | +11,800+0.9% | 加碼 |
| Vaughan Nelson Investment Management, L.P. | 1,292,959 | $2.59 億 | 2.27% | +471,991+57.5% | 加碼 |
| Los Angeles Capital Management LLC | 1,287,369 | $2.58 億 | 0.88% | +115,673+9.9% | 加碼 |
| Glenmede Trust Co NA | 1,270,443 | $2.54 億 | 1.28% | −13,895−1.1% | 減碼 |
| Comerica Bank | 1,257,855 | $2.52 億 | 1.09% | −15,193−1.2% | 減碼 |
| Brown Advisory Inc | 1,255,346 | $2.51 億 | 0.34% | −76,666−5.8% | 減碼 |
| Macquarie Group Ltd | 1,243,583 | $2.49 億 | 0.28% | −439,957−26.1% | 減碼 |
| Susquehanna International Group, LLP | 1,219,968 | $2.44 億 | 0.36% | −652,600−34.9% | 減碼 |
| Commerce Bank | 1,218,296 | $2.44 億 | 1.61% | −13,663−1.1% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,216,039 | $2.44 億 | 0.85% | −21,339−1.7% | 減碼 |
| CIBC World Markets Inc. | 1,206,702 | $2.42 億 | 0.62% | +48,705+4.2% | 加碼 |
| State of Tennessee, Treasury Department | 1,205,111 | $2.41 億 | 0.89% | −72,852−5.7% | 減碼 |
| Handelsbanken Fonder AB | 1,204,309 | $2.41 億 | 1.04% | +55,221+4.8% | 加碼 |
| Great Lakes Advisors, LLC | 1,194,556 | $2.39 億 | 2.03% | +16,163+1.4% | 加碼 |
| Boston Trust Walden Corp | 1,193,244 | $2.39 億 | 1.70% | −38,480−3.1% | 減碼 |
| Davenport & Co LLC | 1,183,552 | $2.37 億 | 1.48% | −17,880−1.5% | 減碼 |
| Loomis Sayles & Co L P | 1,176,811 | $2.36 億 | 0.34% | −85,623−6.8% | 減碼 |
| Omers Administration Corp | 1,166,064 | $2.34 億 | 2.67% | 00.0% | 不變 |
| Regions Financial Corp | 1,165,494 | $2.33 億 | 1.77% | −16,168−1.4% | 減碼 |
| DnB Asset Management AS | 1,149,265 | $2.30 億 | 1.20% | −60,935−5.0% | 減碼 |
| Zacks Investment Management | 1,139,233 | $2.28 億 | 2.43% | +30,360+2.7% | 加碼 |
| Jarislowsky, Fraser Ltd | 1,109,524 | $2.22 億 | 1.27% | −36,039−3.1% | 減碼 |
| Zurich Insurance Group Ltd | 1,103,098 | $2.21 億 | 2.02% | +525,383+90.9% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 1,101,010 | $2.21 億 | 0.53% | +461,691+72.2% | 加碼 |
| CIBC World Markets Corp | 1,100,015 | $2.20 億 | 1.45% | +195,158+21.6% | 加碼 |
| Nomura Asset Management Co Ltd | 1,079,175 | $2.16 億 | 0.78% | −56,375−5.0% | 減碼 |
| Eagle Asset Management Inc | 1,084,169 | $2.16 億 | 1.09% | +26,636+2.5% | 加碼 |
| Creative Planning | 1,067,415 | $2.14 億 | 0.24% | +38,805+3.8% | 加碼 |
| Bradley Foster & Sargent Inc | 1,051,923 | $2.11 億 | 3.80% | −18,104−1.7% | 減碼 |
| Retirement Systems of Alabama | 1,040,244 | $2.08 億 | 0.81% | +46,133+4.6% | 加碼 |
| Kames Capital plc | 1,028,615 | $2.06 億 | 3.09% | −44,221−4.1% | 減碼 |
| Paralel Advisors LLC | 1,028,000 | $2.06 億 | 9.45% | 00.0% | 不變 |
| ACR Alpine Capital Research, LLC | 1,017,609 | $2.04 億 | 6.18% | −354,819−25.9% | 減碼 |
| Rafferty Asset Management, LLC | 1,016,877 | $2.04 億 | 0.76% | −7,853−0.8% | 減碼 |
| Empower Advisory Group, LLC | 1,014,957 | $2.03 億 | 0.76% | −112,293−10.0% | 減碼 |
| Advisor Group Holdings, Inc. | 1,006,411 | $2.02 億 | 0.45% | −355,958−26.1% | 減碼 |
| Bristol John W & Co Inc | 990,243 | $1.98 億 | 3.38% | +3,464+0.4% | 加碼 |
| Resona Asset Management Co.,Ltd. | 983,843 | $1.97 億 | 1.17% | +983,843 | 新進 |
| Cetera Investment Advisers | 976,108 | $1.96 億 | 0.46% | +653,205+202.3% | 加碼 |
| Clark Capital Management Group, Inc. | 972,736 | $1.95 億 | 1.45% | +3,504+0.4% | 加碼 |
| AMF Pensionsforsakring AB | 966,694 | $1.94 億 | 1.47% | −118,378−10.9% | 減碼 |
| Northwestern Mutual Wealth Management Co | 965,320 | $1.93 億 | 0.20% | −12,368−1.3% | 減碼 |
| Bank of Nova Scotia | 958,402 | $1.92 億 | 0.39% | −2,051,556−68.2% | 減碼 |
| TD Waterhouse Canada Inc. | 869,737 | $1.90 億 | 1.42% | +9,088+1.1% | 加碼 |
| Nisa Investment Advisors, LLC | 945,894 | $1.89 億 | 1.23% | −39,096−4.0% | 減碼 |
| Compagnie Lombard Odier SCmA | 942,739 | $1.89 億 | 3.34% | +127,238+15.6% | 加碼 |
| Westwood Holdings Group Inc. | 915,363 | $1.83 億 | 1.44% | −42,733−4.5% | 減碼 |