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
- 4,121
- 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 1,624 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 | 5,103 | $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 |
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 |
|---|---|---|---|---|---|
| RE Advisers Corp | 885,636 | $1.77 億 | 4.16% | −13,500−1.5% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 982,096 | $1.72 億 | 0.37% | +26,297+2.8% | 加碼 |
| LSV Asset Management | 855,900 | $1.71 億 | 0.35% | −5,600−0.7% | 減碼 |
| Douglas Lane & Associates, LLC | 854,255 | $1.71 億 | 2.42% | −19,499−2.2% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 849,533 | $1.70 億 | 0.83% | +19,766+2.4% | 加碼 |
| Kovitz Investment Group Partners, LLC | 848,894 | $1.70 億 | 2.17% | +18,027+2.2% | 加碼 |
| Tredje AP-fonden | 840,931 | $1.68 億 | 1.75% | +65,500+8.4% | 加碼 |
| MML Investors Services, LLC | 830,138 | $1.66 億 | 0.69% | +18,524+2.3% | 加碼 |
| Arizona State Retirement System | 829,622 | $1.66 億 | 1.15% | +12,013+1.5% | 加碼 |
| AQR Capital Management LLC | 828,981 | $1.65 億 | 0.28% | +61,357+8.0% | 加碼 |
| First Financial Bankshares Inc | 823,290 | $1.65 億 | 3.72% | −11,553−1.4% | 減碼 |
| Colony Group, LLC | 814,860 | $1.63 億 | 1.33% | +258,067+46.3% | 加碼 |
| Capital Group Private Client Services, Inc. | 812,024 | $1.63 億 | 1.66% | −217,485−21.1% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 797,570 | $1.60 億 | 2.46% | −23,547−2.9% | 減碼 |
| State of Michigan Retirement System | 792,131 | $1.59 億 | 0.85% | +600+0.1% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 786,454 | $1.58 億 | 3.21% | +12,033+1.6% | 加碼 |
| Teacher Retirement System of Texas | 782,398 | $1.57 億 | 1.00% | −54,618−6.5% | 減碼 |
| Sarasin & Partners LLP | 779,034 | $1.56 億 | 1.54% | +12,895+1.7% | 加碼 |
| Quilter Plc | 779,026 | $1.56 億 | 3.69% | −1,850−0.2% | 減碼 |
| Employees Retirement System of Texas | 774,370 | $1.55 億 | 1.69% | −18,700−2.4% | 減碼 |
| Allspring Global Investments Holdings, LLC | 774,304 | $1.55 億 | 0.24% | +23,015+3.1% | 加碼 |
| Calamos Advisors LLC | 768,064 | $1.54 億 | 0.75% | −7,382−1.0% | 減碼 |
| James Hambro & Partners | 760,422 | $1.52 億 | 7.13% | −1,680−0.2% | 減碼 |
| SEI Investments Co | 759,950 | $1.52 億 | 0.22% | +20,078+2.7% | 加碼 |
| Nissay Asset Management Corp | 757,798 | $1.52 億 | 1.05% | +197,764+35.3% | 加碼 |
| Pinebridge Investments, L.P. | 745,123 | $1.49 億 | 1.19% | +17,593+2.4% | 加碼 |
| AXA S.A. | 735,848 | $1.47 億 | 0.44% | +118,479+19.2% | 加碼 |
| American International Group, Inc. | 732,238 | $1.47 億 | 0.53% | −2,084−0.3% | 減碼 |
| Forsta Ap-Fonden | 730,600 | $1.46 億 | 1.24% | +62,100+9.3% | 加碼 |
| Captrust Financial Advisors | 721,792 | $1.45 億 | 0.53% | −105,059−12.7% | 減碼 |
| Welch & Forbes LLC | 717,425 | $1.44 億 | 1.97% | −5,292−0.7% | 減碼 |
| Stonegate Investment Group, LLC | 715,015 | $1.43 億 | 4.49% | +5,374+0.8% | 加碼 |
| Gateway Investment Advisers LLC | 706,254 | $1.41 億 | 1.61% | −63,957−8.3% | 減碼 |
| Millennium Management LLC | 701,276 | $1.40 億 | 0.12% | +544,474+347.2% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 683,400 | $1.37 億 | 0.99% | +683,400 | 新進 |
| Samlyn Capital, LLC | 680,990 | $1.36 億 | 2.37% | +465,169+215.5% | 加碼 |
| MetLife Investment Management | 676,852 | $1.36 億 | 0.91% | −24,895−3.5% | 減碼 |
| ProShare Advisors LLC | 672,937 | $1.35 億 | 0.36% | −74,167−9.9% | 減碼 |
| Natixis | 669,144 | $1.34 億 | 0.75% | +367,097+121.5% | 加碼 |
| Atalanta Sosnoff Capital, LLC | 662,202 | $1.33 億 | 3.06% | −2,644−0.4% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 642,651 | $1.29 億 | 1.60% | +24,170+3.9% | 加碼 |
| EP Wealth Advisors, LLC | 640,857 | $1.28 億 | 1.50% | +4,253+0.7% | 加碼 |
| Peapack Gladstone Financial Corp | 636,240 | $1.27 億 | 1.99% | −3,379−0.5% | 減碼 |
| Pinnacle Financial Partners Inc | 635,493 | $1.27 億 | 2.76% | −1,930−0.3% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 634,661 | $1.27 億 | 0.87% | +1,568+0.2% | 加碼 |
| Evercore Wealth Management, LLC | 630,397 | $1.26 億 | 1.98% | +5,022+0.8% | 加碼 |
| Whittier Trust Co | 630,167 | $1.26 億 | 1.84% | +3,373+0.5% | 加碼 |
| Federated Hermes, Inc. | 624,826 | $1.25 億 | 0.29% | −32,010−4.9% | 減碼 |
| Actiam N.V. | 620,616 | $1.24 億 | 3.86% | −1,390−0.2% | 減碼 |
| Mercer Global Advisors Inc | 615,536 | $1.23 億 | 0.35% | +117,301+23.5% | 加碼 |
| Jane Street Group, LLC | 610,843 | $1.22 億 | 0.16% | +240,629+65.0% | 加碼 |
| Crawford Investment Counsel Inc | 609,033 | $1.22 億 | 2.27% | −18,192−2.9% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 606,649 | $1.22 億 | 0.47% | +3,999+0.7% | 加碼 |
| Public Sector Pension Investment Board | 605,012 | $1.21 億 | 0.88% | +3,387+0.6% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 600,376 | $1.20 億 | 0.32% | +84,621+16.4% | 加碼 |
| Consulta Ltd | 600,000 | $1.20 億 | 7.74% | 00.0% | 不變 |
| Texas Permanent School Fund | 597,597 | $1.20 億 | 0.95% | +694+0.1% | 加碼 |
| Amalgamated Bank | 597,301 | $1.20 億 | 1.02% | −102,984−14.7% | 減碼 |
| Varma Mutual Pension Insurance Co | 591,400 | $1.18 億 | 1.03% | +491,100+489.6% | 加碼 |
| Barr E S & Co | 589,328 | $1.18 億 | 7.69% | −7,725−1.3% | 減碼 |
| IFM Investors Pty Ltd | 585,642 | $1.17 億 | 1.28% | −4,348−0.7% | 減碼 |
| Morningstar Investment Services LLC | 582,134 | $1.16 億 | 1.28% | −632,685−52.1% | 減碼 |
| Factory Mutual Insurance Co | 579,125 | $1.16 億 | 1.33% | −14,200−2.4% | 減碼 |
| Williams Jones Wealth Management, LLC. | 578,093 | $1.16 億 | 1.47% | −7,003−1.2% | 減碼 |
| Agf Management Ltd | 580,654 | $1.16 億 | 0.64% | −18,759−3.1% | 減碼 |
| Capitolis Liquid Global Markets LLC | 570,100 | $1.14 億 | 1.83% | +20,100+3.7% | 加碼 |
| Steward Partners Investment Advisory, LLC | 569,563 | $1.14 億 | 1.26% | +96,309+20.4% | 加碼 |
| Investment Management Corp of Ontario | 565,615 | $1.13 億 | 3.37% | −6,411−1.1% | 減碼 |
| Mawer Investment Management Ltd. | 565,539 | $1.13 億 | 0.53% | −25,299−4.3% | 減碼 |
| Capital Advisors Inc | 551,606 | $1.10 億 | 2.37% | −57,251−9.4% | 減碼 |
| Capital International Inc | 537,683 | $1.08 億 | 1.45% | +41,205+8.3% | 加碼 |
| Sculptor Capital LP | 536,300 | $1.07 億 | 2.36% | +59,000+12.4% | 加碼 |
| Manning & Napier Group, LLC | 532,154 | $1.07 億 | 1.22% | −64,492−10.8% | 減碼 |
| Oppenheimer Asset Management Inc. | 532,049 | $1.07 億 | 1.56% | −141,177−21.0% | 減碼 |
| LGT Group Foundation | 521,909 | $1.05 億 | 2.47% | −136,685−20.8% | 減碼 |
| InterOcean Capital Group, LLC | 521,494 | $1.04 億 | 2.49% | −3,631−0.7% | 減碼 |
| Kestra Advisory Services, LLC | 517,671 | $1.04 億 | 0.69% | +33,858+7.0% | 加碼 |
| Penserra Capital Management LLC | 516,113 | $1.03 億 | 1.30% | −296,027−36.5% | 減碼 |
| Commerzbank Aktiengesellschaft | 513,616 | $1.03 億 | 3.41% | +27,053+5.6% | 加碼 |
| Wilkinson Global Asset Management LLC | 510,883 | $1.02 億 | 6.43% | −23,441−4.4% | 減碼 |
| Czech National Bank | 508,676 | $1.02 億 | 1.31% | +2,248+0.4% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 503,125 | $1.01 億 | 0.90% | −41,145−7.6% | 減碼 |
| Utah Retirement Systems | 501,069 | $1.00 億 | 1.17% | +2000.0% | 加碼 |
| Tiaa Trust, National Association | 500,757 | $1.00 億 | 0.31% | +2,443+0.5% | 加碼 |
| Marshall Wace, LLP | 498,724 | $9,989 萬 | 0.17% | −1,401,633−73.8% | 減碼 |
| Umb Bank N A | 497,181 | $9,959 萬 | 1.58% | −10,132−2.0% | 減碼 |
| Cresset Asset Management, LLC | 495,824 | $9,931 萬 | 0.48% | +12,613+2.6% | 加碼 |
| Federation des caisses Desjardins du Quebec | 495,646 | $9,836 萬 | 0.71% | −35,421−6.7% | 減碼 |
| Candriam Luxembourg S.C.A. | 486,210 | $9,739 萬 | 0.62% | −4,653−0.9% | 減碼 |
| CIBC Asset Management Inc | 486,118 | $9,737 萬 | 0.34% | +18,805+4.0% | 加碼 |
| Staley Capital Advisers Inc | 485,315 | $9,721 萬 | 4.54% | −8,228−1.7% | 減碼 |
| TCW Group Inc | 478,951 | $9,593 萬 | 0.97% | −11,763−2.4% | 減碼 |
| Pinnacle Associates Ltd | 471,798 | $9,450 萬 | 1.49% | −6,571−1.4% | 減碼 |
| Basswood Capital Management, L.L.C. | 469,496 | $9,404 萬 | 5.49% | 00.0% | 不變 |
| Connectus Wealth, LLC | 467,796 | $9,370 萬 | 2.56% | −88,837−16.0% | 減碼 |
| GWM Advisors LLC | 463,550 | $9,285 萬 | 0.81% | +24,165+5.5% | 加碼 |
| M&G Plc | 460,451 | $9,209 萬 | 0.55% | +460,451 | 新進 |
| Financial Counselors Inc | 457,110 | $9,156 萬 | 1.54% | −17,697−3.7% | 減碼 |
| Cooke & Bieler LP | 455,261 | $9,119 萬 | 0.84% | −164,006−26.5% | 減碼 |
| USS Investment Management Ltd | 454,530 | $9,104 萬 | 0.75% | +7,230+1.6% | 加碼 |