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 2 季 13F 持有人
JPMorgan Chase & Co 在 2024/6/30 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
- 4,181
- 較 2024 年第 1 季 +112 家
- 持有股數
- 20.6 億
- 較 2024 年第 1 季 −577.2 萬 (−0.3%)
- 總市值
- $4,162 億
- 較 2024 年第 1 季 +$34.0 億 (+0.8%)
- 新進機構
- 201
- 另有 1,741 家加碼
- 清倉機構
- 89
- 另有 1,813 家減碼
另有 51 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 2 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 271,363,437 | $548.9 億 | 1.05% | +286,367+0.1% | 加碼 |
| BlackRock Inc. | 198,690,032 | $401.9 億 | 0.91% | +2,567,313+1.3% | 加碼 |
| State Street Corp | 125,887,597 | $254.6 億 | 1.11% | +38,1840.0% | 加碼 |
| Morgan Stanley | 68,208,898 | $138.0 億 | 1.07% | +1,479,531+2.2% | 加碼 |
| Geode Capital Management, LLC | 57,838,356 | $116.7 億 | 1.02% | +928,574+1.6% | 加碼 |
| FMR LLC | 53,105,266 | $107.4 億 | 0.69% | −2,259,555−4.1% | 減碼 |
| Bank of America Corp | 51,423,097 | $104.0 億 | 1.00% | +401,348+0.8% | 加碼 |
| Norges Bank | 37,055,325 | $74.9 億 | 1.12% | +314,524+0.9% | 加碼 |
| Capital World Investors | 36,724,075 | $74.3 億 | 1.21% | +2,302,064+6.7% | 加碼 |
| Wellington Management Group LLP | 35,899,862 | $72.6 億 | 1.30% | −3,075,635−7.9% | 減碼 |
| Capital International Investors | 35,681,380 | $72.2 億 | 1.49% | −6,613,612−15.6% | 減碼 |
| Price T Rowe Associates Inc | 30,959,868 | $62.6 億 | 0.75% | −524,201−1.7% | 減碼 |
| Northern Trust Corp | 30,618,210 | $61.9 億 | 1.04% | −157,843−0.5% | 減碼 |
| Massachusetts Financial Services Co | 27,956,333 | $56.5 億 | 1.74% | −874,861−3.0% | 減碼 |
| Bank of New York Mellon Corp | 27,304,295 | $55.2 億 | 1.05% | −590,310−2.1% | 減碼 |
| Wells Fargo & Company | 24,718,172 | $50.0 億 | 1.29% | −220,432−0.9% | 減碼 |
| Royal Bank of Canada | 24,567,361 | $49.7 億 | 1.20% | −1,437,399−5.5% | 減碼 |
| Ameriprise Financial Inc | 23,447,394 | $47.4 億 | 1.28% | −165,878−0.7% | 減碼 |
| Dimensional Fund Advisors LP | 22,696,963 | $45.9 億 | 1.20% | +1,040,594+4.8% | 加碼 |
| Charles Schwab Investment Management Inc | 20,214,263 | $40.9 億 | 0.78% | −12,274−0.1% | 減碼 |
| Capital Research Global Investors | 19,960,723 | $40.4 億 | 0.89% | +2,760,599+16.0% | 加碼 |
| UBS Group AG | 18,831,629 | $38.1 億 | 1.17% | +1,235,685+7.0% | 加碼 |
| Legal & General Group Plc | 18,628,099 | $37.7 億 | 1.06% | −160,034−0.9% | 減碼 |
| Goldman Sachs Group Inc | 18,289,931 | $37.0 億 | 0.72% | +1,916,582+11.7% | 加碼 |
| Nuveen Asset Management, LLC | 17,156,765 | $34.7 億 | 1.01% | +24,142+0.1% | 加碼 |
| UBS Asset Management Americas Inc | 14,782,327 | $29.9 億 | 0.86% | +3,162,536+27.2% | 加碼 |
| Franklin Resources Inc | 14,056,904 | $28.4 億 | 0.87% | −593,075−4.0% | 減碼 |
| Invesco Ltd. | 13,250,617 | $26.8 億 | 0.57% | +18,005+0.1% | 加碼 |
| Deutsche Bank AG | 12,941,635 | $26.2 億 | 1.18% | −1,1160.0% | 減碼 |
| Fisher Asset Management, LLC | 12,740,431 | $25.8 億 | 1.12% | +487,049+4.0% | 加碼 |
| Barclays PLC | 10,331,868 | $20.9 億 | 0.96% | −692,047−6.3% | 減碼 |
| Neuberger Berman Group LLC | 9,931,256 | $20.1 億 | 1.65% | −289,469−2.8% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 9,263,716 | $18.7 億 | 2.06% | −4,580,178−33.1% | 減碼 |
| Raymond James & Associates | 9,162,328 | $18.5 億 | 1.22% | −158,312−1.7% | 減碼 |
| Boston Partners | 9,013,108 | $18.2 億 | 2.27% | −44,719−0.5% | 減碼 |
| HSBC Holdings PLC | 8,439,992 | $17.1 億 | 1.10% | +653,965+8.4% | 加碼 |
| Sanders Capital, LLC | 8,145,072 | $16.5 億 | 2.52% | +79,610+1.0% | 加碼 |
| Bank of Montreal | 7,764,577 | $15.7 億 | 0.79% | −1,022,838−11.6% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 7,751,602 | $15.7 億 | 1.38% | +557,748+7.8% | 加碼 |
| Clearbridge Investments, LLC | 7,458,056 | $15.1 億 | 1.23% | −99,021−1.3% | 減碼 |
| Envestnet Asset Management Inc | 7,286,705 | $14.7 億 | 0.51% | +157,577+2.2% | 加碼 |
| The PNC Financial Services Group, Inc. | 6,953,365 | $14.1 億 | 0.94% | −122,842−1.7% | 減碼 |
| Janus Henderson Group PLC | 6,871,206 | $13.9 億 | 0.74% | −155,285−2.2% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 6,756,283 | $13.7 億 | 1.01% | −495,568−6.8% | 減碼 |
| California Public Employees Retirement System | 6,381,350 | $12.9 億 | 0.95% | +27,057+0.4% | 加碼 |
| Alliancebernstein L.P. | 6,178,724 | $12.5 億 | 0.44% | −361,608−5.5% | 減碼 |
| Amundi | 5,832,728 | $12.2 億 | 0.47% | +844,683+16.9% | 加碼 |
| Bessemer Group Inc | 5,895,252 | $11.9 億 | 2.10% | −68,555−1.1% | 減碼 |
| Baird Financial Group, Inc. | 5,840,769 | $11.8 億 | 2.45% | +137,538+2.4% | 加碼 |
| Schroder Investment Management Group | 5,708,641 | $11.5 億 | 1.27% | +461,494+8.8% | 加碼 |
| Principal Financial Group Inc | 5,641,641 | $11.4 億 | 0.68% | −247,227−4.2% | 減碼 |
| Primecap Management Co | 5,582,865 | $11.3 億 | 0.82% | +432,619+8.4% | 加碼 |
| Rhumbline Advisers | 5,417,473 | $11.0 億 | 1.03% | −88,662−1.6% | 減碼 |
| Unisphere Establishment | 5,386,000 | $10.9 億 | 10.97% | −289,000−5.1% | 減碼 |
| TD Asset Management Inc | 4,702,832 | $9.51 億 | 0.89% | −50,003−1.1% | 減碼 |
| California State Teachers Retirement System | 4,641,943 | $9.39 億 | 1.15% | −34,659−0.7% | 減碼 |
| National Pension Service | 4,561,846 | $9.23 億 | 1.06% | +56,627+1.3% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 4,306,100 | $8.71 億 | 1.24% | +32,925+0.8% | 加碼 |
| American Century Companies Inc | 4,287,481 | $8.67 億 | 0.53% | +25,632+0.6% | 加碼 |
| Swedbank AB | 4,243,732 | $8.58 億 | 1.15% | +249,073+6.2% | 加碼 |
| Stifel Financial Corp | 4,224,978 | $8.55 億 | 0.96% | −79,358−1.8% | 減碼 |
| JPMorgan Chase & Co | 4,131,045 | $8.36 億 | 0.07% | +174,445+4.4% | 加碼 |
| New York State Common Retirement Fund | 4,020,574 | $8.13 億 | 1.07% | −74,513−1.8% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,972,586 | $8.03 億 | 0.98% | +399,162+11.2% | 加碼 |
| US Bancorp | 3,931,097 | $7.95 億 | 1.08% | −32,680−0.8% | 減碼 |
| APG Asset Management N.V. | 4,097,648 | $7.73 億 | 1.38% | +65,773+1.6% | 加碼 |
| Ensign Peak Advisors, Inc | 3,721,535 | $7.53 億 | 1.38% | −131,104−3.4% | 減碼 |
| CI Private Wealth, LLC | 3,602,990 | $7.29 億 | 1.27% | −57,035−1.6% | 減碼 |
| Citigroup Inc | 3,537,143 | $7.15 億 | 0.69% | +582,709+19.7% | 加碼 |
| National Bank of Canada | 3,454,154 | $7.10 億 | 1.12% | +435,007+14.4% | 加碼 |
| LPL Financial LLC | 3,479,561 | $7.04 億 | 0.35% | +261,679+8.1% | 加碼 |
| DekaBank Deutsche Girozentrale | 3,498,041 | $7.03 億 | 1.27% | +68,926+2.0% | 加碼 |
| Prudential Financial Inc | 3,395,227 | $6.87 億 | 1.03% | +57,615+1.7% | 加碼 |
| Canada Pension Plan Investment Board | 3,350,105 | $6.78 億 | 0.67% | +243,542+7.8% | 加碼 |
| Allianz Asset Management GmbH | 3,282,646 | $6.64 億 | 1.07% | −188,820−5.4% | 減碼 |
| Fayez Sarofim & Co | 3,171,408 | $6.41 億 | 1.73% | −125,172−3.8% | 減碼 |
| CIBC Private Wealth Group, LLC | 3,116,315 | $6.39 億 | 1.20% | −35,832−1.1% | 減碼 |
| Robeco Institutional Asset Management B.V. | 3,077,386 | $6.22 億 | 1.34% | +153,417+5.2% | 加碼 |
| BNP Paribas Arbitrage, SA | 3,071,717 | $6.21 億 | 0.67% | −151,831−4.7% | 減碼 |
| Viking Global Investors LP大師維京全球投資 | 3,009,822 | $6.09 億 | 2.34% | +3,009,822 | 新進 |
| FIL Ltd | 2,887,069 | $5.84 億 | 0.58% | −208,462−6.7% | 減碼 |
| Truist Financial Corp | 2,877,893 | $5.82 億 | 0.89% | +11,242+0.4% | 加碼 |
| Mackenzie Financial Corp | 2,870,049 | $5.80 億 | 0.86% | −36,732−1.3% | 減碼 |
| Victory Capital Management Inc | 2,825,003 | $5.71 億 | 0.57% | −190,253−6.3% | 減碼 |
| State Board of Administration of Florida Retirement System | 2,810,875 | $5.69 億 | 1.12% | −334,231−10.6% | 減碼 |
| Manufacturers Life Insurance Company, The | 2,770,526 | $5.60 億 | 0.52% | −52,668−1.9% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 2,755,866 | $5.57 億 | 1.03% | −81,900−2.9% | 減碼 |
| 1832 Asset Management L.P. | 2,737,042 | $5.54 億 | 1.00% | −786,856−22.3% | 減碼 |
| New York State Teachers Retirement System | 2,704,923 | $5.47 億 | 1.15% | −131,867−4.6% | 減碼 |
| HighTower Advisors, LLC | 2,684,379 | $5.42 億 | 0.84% | −76,491−2.8% | 減碼 |
| Nordea Investment Management AB | 2,659,479 | $5.37 億 | 0.63% | +41,299+1.6% | 加碼 |
| Rathbone Brothers plc | 2,624,880 | $5.31 億 | 2.89% | +165,382+6.7% | 加碼 |
| Storebrand Asset Management AS | 2,609,634 | $5.28 億 | 1.75% | −22,732−0.9% | 減碼 |
| Korea Investment CORP | 2,561,797 | $5.18 億 | 1.31% | −105,204−3.9% | 減碼 |
| Capital Wealth Planning, LLC | 2,458,125 | $4.97 億 | 5.21% | +518,100+26.7% | 加碼 |
| Great West Life Assurance Co | 2,451,229 | $4.96 億 | 0.93% | +71,338+3.0% | 加碼 |
| Mariner, LLC | 2,435,601 | $4.93 億 | 0.96% | +142,704+6.2% | 加碼 |
| Lord, Abbett & Co. LLC | 2,424,027 | $4.90 億 | 1.60% | +589,356+32.1% | 加碼 |
| Blair William & Co | 2,405,699 | $4.87 億 | 1.50% | +187,177+8.4% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 2,140,505 | $4.72 億 | 1.80% | −422,370−16.5% | 減碼 |