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 |
|---|---|---|---|---|---|
| Pathstone Holdings, LLC | 452,275 | $9,059 萬 | 0.43% | +41,809+10.2% | 加碼 |
| Stock Yards Bank & Trust Co | 450,675 | $9,027 萬 | 2.99% | +47,659+11.8% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 449,214 | $8,998 萬 | 0.99% | +17,100+4.0% | 加碼 |
| Xponance, Inc. | 448,203 | $8,978 萬 | 0.94% | +27,127+6.4% | 加碼 |
| United Capital Financial Advisers, LLC | 447,841 | $8,970 萬 | 0.74% | −37,484−7.7% | 減碼 |
| Park National Corp | 445,822 | $8,930 萬 | 3.44% | −14,931−3.2% | 減碼 |
| Prio Wealth Limited Partnership | 442,480 | $8,863 萬 | 2.56% | +56,053+14.5% | 加碼 |
| Employees Provident Fund Board | 440,000 | $8,813 萬 | 1.55% | +170,000+63.0% | 加碼 |
| Gabelli Funds LLC | 438,222 | $8,778 萬 | 0.65% | −925−0.2% | 減碼 |
| Groupama Asset Managment | 390,529 | $8,732 萬 | 1.60% | −79,117−16.8% | 減碼 |
| Advisors Capital Management, LLC | 435,744 | $8,728 萬 | 1.60% | +35,403+8.8% | 加碼 |
| RMB Capital Management, LLC | 435,677 | $8,727 萬 | 2.00% | +72,500+20.0% | 加碼 |
| QRG Capital Management, Inc. | 435,455 | $8,722 萬 | 1.11% | +22,783+5.5% | 加碼 |
| Yousif Capital Management, LLC | 430,551 | $8,624 萬 | 0.96% | −4,555−1.0% | 減碼 |
| Beck Mack & Oliver LLC | 429,629 | $8,605 萬 | 1.74% | +11,486+2.7% | 加碼 |
| Ofi Invest Asset Management | 461,617 | $8,561 萬 | 2.32% | +16,965+3.8% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 427,401 | $8,561 萬 | 0.95% | +53,958+14.4% | 加碼 |
| iA Global Asset Management Inc. | 425,567 | $8,524 萬 | 1.74% | −5,591−1.3% | 減碼 |
| Border to Coast Pensions Partnership Ltd | 423,492 | $8,476 萬 | 1.89% | 00.0% | 不變 |
| Glenview Trust Co | 420,779 | $8,428 萬 | 1.81% | −12,724−2.9% | 減碼 |
| D. E. Shaw & Co., Inc. | 414,810 | $8,309 萬 | 0.11% | −257,006−38.3% | 減碼 |
| Adviser Investments LLC | 412,427 | $8,261 萬 | 1.11% | −13,352−3.1% | 減碼 |
| Degroof Petercam Asset Management | 411,533 | $8,243 萬 | 0.99% | −45,850−10.0% | 減碼 |
| Impax Asset Management Group plc | 408,572 | $8,184 萬 | 0.31% | +4,678+1.2% | 加碼 |
| D.A. Davidson & Co. | 408,523 | $8,183 萬 | 0.74% | +12,919+3.3% | 加碼 |
| E. Ohman J:or Asset Management AB | 405,674 | $8,126 萬 | 2.07% | −46,549−10.3% | 減碼 |
| Beacon Pointe Advisors, LLC | 404,964 | $8,111 萬 | 0.90% | −46,226−10.2% | 減碼 |
| Abrams Bison Investments, LLC | 403,000 | $8,072 萬 | 7.21% | −11,000−2.7% | 減碼 |
| Cullen/Frost Bankers, Inc. | 401,903 | $8,050 萬 | 1.19% | −4,917−1.2% | 減碼 |
| Guidance Point Advisors, LLC | 401,735 | $8,047 萬 | 26.25% | +744+0.2% | 加碼 |
| Berkshire Asset Management LLC | 398,923 | $7,990 萬 | 4.23% | −56,304−12.4% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 398,236 | $7,977 萬 | 1.50% | +36,660+10.1% | 加碼 |
| Mutual of America Capital Management LLC | 397,696 | $7,966 萬 | 0.86% | −6,426−1.6% | 減碼 |
| Associated Banc-Corp | 397,322 | $7,958 萬 | 2.52% | −1,076−0.3% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 395,299 | $7,918 萬 | 0.29% | −96,837−19.7% | 減碼 |
| Becker Capital Management Inc | 394,916 | $7,910 萬 | 2.72% | −6,055−1.5% | 減碼 |
| New York Life Investment Management LLC | 394,757 | $7,907 萬 | 0.79% | −15,332−3.7% | 減碼 |
| TCTC Holdings, LLC | 388,584 | $7,783 萬 | 2.58% | +537+0.1% | 加碼 |
| Smith Chas P & Associates Pa Cpas | 388,322 | $7,778 萬 | 4.70% | +2,063+0.5% | 加碼 |
| Hardy Reed LLC | 382,549 | $7,662 萬 | 9.52% | −1690.0% | 減碼 |
| Portfolio Strategies, Inc. | 382,549 | $7,662 萬 | 5.21% | +382,549 | 新進 |
| Nicholas Company, Inc. | 382,295 | $7,657 萬 | 1.27% | 00.0% | 不變 |
| Global Frontier Investments LLC | 379,000 | $7,591 萬 | 22.24% | 00.0% | 不變 |
| SG Americas Securities, LLC | 378,184 | $7,575 萬 | 0.39% | +189,489+100.4% | 加碼 |
| Vaughan David Investments LLC | 375,210 | $7,516 萬 | 1.87% | +1,191+0.3% | 加碼 |
| Waters Parkerson & Co., LLC | 373,687 | $7,485 萬 | 3.84% | −7,502−2.0% | 減碼 |
| Meitav Dash Investments Ltd | 373,586 | $7,484 萬 | 1.47% | +468+0.1% | 加碼 |
| Sapient Capital LLC | 373,132 | $7,474 萬 | 1.66% | −1,930−0.5% | 減碼 |
| Daiwa Securities Group Inc. | 370,120 | $7,414 萬 | 0.42% | +22,923+6.6% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 368,430 | $7,380 萬 | 0.28% | +43,600+13.4% | 加碼 |
| Seizert Capital Partners, LLC | 368,222 | $7,375 萬 | 3.40% | +3,756+1.0% | 加碼 |
| Quintet Private Bank (Europe) S.A. | 319,609 | $7,340 萬 | 3.28% | −55,510−14.8% | 減碼 |
| AE Wealth Management LLC | 364,693 | $7,305 萬 | 0.83% | −232,890−39.0% | 減碼 |
| ING Groep NV | 364,524 | $7,301 萬 | 0.50% | +364,524 | 新進 |
| Raymond James Trust N.A. | 361,363 | $7,238 萬 | 1.76% | −1,021−0.3% | 減碼 |
| Swiss Life Asset Management Ltd | 358,808 | $7,187 萬 | 1.00% | −179,064−33.3% | 減碼 |
| Brandes Investment Partners, LP | 357,057 | $7,152 萬 | 0.92% | −143,275−28.6% | 減碼 |
| Carnegie Capital Asset Management, LLC | 356,938 | $7,149 萬 | 2.22% | +1,352+0.4% | 加碼 |
| Principle Wealth Partners LLC | 354,208 | $7,095 萬 | 5.54% | +1,266+0.4% | 加碼 |
| MAI Capital Management | 354,167 | $7,094 萬 | 0.74% | +25,169+7.7% | 加碼 |
| Man Group plc | 352,783 | $7,066 萬 | 0.19% | −194,368−35.5% | 減碼 |
| RNC Capital Management LLC | 348,478 | $6,980 萬 | 3.97% | −50,886−12.7% | 減碼 |
| Davis R M Inc | 347,871 | $6,968 萬 | 1.46% | −3,484−1.0% | 減碼 |
| Junto Capital Management LP | 347,742 | $6,965 萬 | 1.54% | −591,336−63.0% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 347,644 | $6,963 萬 | 0.77% | +14,670+4.4% | 加碼 |
| Oppenheimer & Co Inc | 347,118 | $6,953 萬 | 1.15% | −6,687−1.9% | 減碼 |
| British Columbia Investment Management Corp | 346,358 | $6,938 萬 | 0.48% | +11,825+3.5% | 加碼 |
| Donaldson Capital Management, LLC | 343,502 | $6,880 萬 | 2.86% | +1,729+0.5% | 加碼 |
| Squarepoint Ops LLC | 340,834 | $6,827 萬 | 0.28% | −256,657−43.0% | 減碼 |
| United Services Automobile Association | 339,270 | $6,796 萬 | 1.67% | 00.0% | 不變 |
| Henshaw Capital LLC | 337,139 | $6,753 萬 | 3.16% | 00.0% | 不變 |
| ABN AMRO Bank N.V. | 336,986 | $6,750 萬 | 1.01% | +11,025+3.4% | 加碼 |
| Ilmarinen Mutual Pension Insurance Co | 335,369 | $6,717 萬 | 0.82% | 00.0% | 不變 |
| Banco Santander, S.A. | 334,898 | $6,708 萬 | 0.81% | +65,448+24.3% | 加碼 |
| AustralianSuper Pty Ltd | 336,408 | $6,693 萬 | 0.39% | +324,731+2,780.9% | 加碼 |
| Flputnam Investment Management Co | 333,261 | $6,675 萬 | 1.42% | −5,396−1.6% | 減碼 |
| Private Advisor Group, LLC | 332,278 | $6,655 萬 | 0.48% | −11,513−3.3% | 減碼 |
| Mesirow Financial Investment Management, Inc. | 328,343 | $6,577 萬 | 1.50% | +28,254+9.4% | 加碼 |
| Guggenheim Capital LLC | 327,570 | $6,561 萬 | 0.47% | +10,168+3.2% | 加碼 |
| CWM, LLC | 327,311 | $6,556 萬 | 0.32% | +31,517+10.7% | 加碼 |
| State of Alaska, Department of Revenue | 325,612 | $6,522 萬 | 0.74% | −2,535−0.8% | 減碼 |
| Wesbanco Bank Inc | 323,479 | $6,479 萬 | 2.44% | +62,175+23.8% | 加碼 |
| JTC Employer Solutions Trusteee Ltd | 323,631 | $6,457 萬 | 4.10% | −10,472−3.1% | 減碼 |
| Dodge & Cox | 320,565 | $6,421 萬 | 0.04% | −4,970−1.5% | 減碼 |
| Aristotle Atlantic Partners, LLC | 315,059 | $6,311 萬 | 2.06% | −15,164−4.6% | 減碼 |
| Welch Group, LLC | 315,037 | $6,310 萬 | 3.13% | −13,429−4.1% | 減碼 |
| Massmutual Trust Co FSB | 312,932 | $6,268 萬 | 1.95% | −5,566−1.7% | 減碼 |
| Cambridge Trust Co | 311,570 | $6,241 萬 | 2.36% | +1,008+0.3% | 加碼 |
| Synovus Financial Corp | 311,109 | $6,233 萬 | 0.81% | +4,499+1.5% | 加碼 |
| Renaissance Technologies LLC | 310,642 | $6,222 萬 | 0.10% | −582,551−65.2% | 減碼 |
| Whittier Trust Co of Nevada Inc | 310,363 | $6,217 萬 | 1.78% | +8,442+2.8% | 加碼 |
| Waverton Investment Management Ltd | 307,502 | $6,159 萬 | 1.28% | +3,125+1.0% | 加碼 |
| Lazard Asset Management LLC | 306,146 | $6,132 萬 | 0.07% | −6,352−2.0% | 減碼 |
| Miller Howard Investments Inc | 305,332 | $6,116 萬 | 2.01% | −4,422−1.4% | 減碼 |
| Adams Diversified Equity Fund, Inc. | 304,363 | $6,096 萬 | 2.16% | 00.0% | 不變 |
| Ancora Advisors, LLC | 303,966 | $6,088 萬 | 1.39% | +3,619+1.2% | 加碼 |
| Vontobel Holding Ltd. | 303,524 | $6,080 萬 | 0.49% | −35,073−10.4% | 減碼 |
| Fiduciary Trust Co | 303,013 | $6,069 萬 | 0.93% | +9,712+3.3% | 加碼 |
| Bokf, NA | 303,709 | $6,042 萬 | 1.10% | +42,316+16.2% | 加碼 |
| JPB Foundation | 299,855 | $6,006 萬 | 6.56% | 00.0% | 不變 |