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 3 季 13F 持有人
JPMorgan Chase & Co 在 2024/9/30 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
- 4,215
- 較 2024 年第 2 季 +88 家
- 持有股數
- 20.4 億
- 較 2024 年第 2 季 +1.83 億 (+9.9%)
- 總市值
- $4,294 億
- 較 2024 年第 2 季 +$540.5 億 (+14.4%)
- 新進機構
- 189
- 另有 1,741 家加碼
- 清倉機構
- 101
- 另有 1,867 家減碼
另有 54 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 272,150,400 | $573.9 億 | 1.03% | +786,963+0.3% | 加碼 |
| BlackRock, Inc. | 202,423,747 | $426.8 億 | 0.90% | +202,423,747 | 新進 |
| State Street Corp | 126,079,362 | $265.9 億 | 1.08% | +191,765+0.2% | 加碼 |
| Morgan Stanley | 69,216,888 | $146.0 億 | 1.06% | +1,007,990+1.5% | 加碼 |
| Geode Capital Management, LLC | 58,344,186 | $122.6 億 | 0.99% | +505,830+0.9% | 加碼 |
| Bank of America Corp | 50,049,940 | $105.5 億 | 0.92% | −1,373,157−2.7% | 減碼 |
| FMR LLC | 48,329,287 | $101.9 億 | 0.62% | −4,775,979−9.0% | 減碼 |
| Norges Bank | 35,827,855 | $75.5 億 | 1.06% | −1,227,470−3.3% | 減碼 |
| Capital World Investors | 34,364,675 | $72.5 億 | 1.12% | −2,359,400−6.4% | 減碼 |
| Capital International Investors | 33,771,923 | $71.2 億 | 1.37% | −1,909,457−5.4% | 減碼 |
| Price T Rowe Associates Inc | 30,101,769 | $63.5 億 | 0.73% | −858,099−2.8% | 減碼 |
| Wellington Management Group LLP | 29,799,521 | $62.8 億 | 1.10% | −6,100,341−17.0% | 減碼 |
| Northern Trust Corp | 29,330,529 | $61.8 億 | 1.01% | −1,287,681−4.2% | 減碼 |
| Bank of New York Mellon Corp | 25,159,942 | $53.1 億 | 0.99% | −2,144,353−7.9% | 減碼 |
| Massachusetts Financial Services Co | 24,940,912 | $52.6 億 | 1.57% | −3,015,421−10.8% | 減碼 |
| Wells Fargo & Company | 24,483,043 | $51.6 億 | 1.25% | −235,129−1.0% | 減碼 |
| Royal Bank of Canada | 24,134,687 | $50.9 億 | 1.13% | −432,674−1.8% | 減碼 |
| Ameriprise Financial Inc | 23,034,175 | $48.6 億 | 1.25% | −413,219−1.8% | 減碼 |
| Dimensional Fund Advisors LP | 21,852,881 | $46.1 億 | 1.12% | −844,082−3.7% | 減碼 |
| Capital Research Global Investors | 20,926,984 | $44.1 億 | 0.92% | +966,261+4.8% | 加碼 |
| Charles Schwab Investment Management Inc | 20,031,941 | $42.2 億 | 0.81% | −182,322−0.9% | 減碼 |
| UBS Group AG | 19,108,878 | $40.3 億 | 1.13% | +277,249+1.5% | 加碼 |
| Goldman Sachs Group Inc | 18,908,257 | $39.9 億 | 0.76% | +618,326+3.4% | 加碼 |
| Legal & General Group Plc | 18,387,232 | $38.8 億 | 1.02% | −240,867−1.3% | 減碼 |
| Fisher Asset Management, LLC | 16,784,272 | $35.4 億 | 1.45% | +4,043,841+31.7% | 加碼 |
| Nuveen Asset Management, LLC | 16,309,365 | $34.4 億 | 0.97% | −847,400−4.9% | 減碼 |
| Franklin Resources Inc | 15,073,193 | $33.4 億 | 0.94% | +1,016,289+7.2% | 加碼 |
| UBS Asset Management Americas Inc | 15,084,919 | $31.8 億 | 0.82% | +302,592+2.0% | 加碼 |
| Invesco Ltd. | 13,444,967 | $28.4 億 | 0.55% | +194,350+1.5% | 加碼 |
| Deutsche Bank AG | 12,555,619 | $26.5 億 | 1.08% | −386,016−3.0% | 減碼 |
| Neuberger Berman Group LLC | 9,654,858 | $20.4 億 | 1.59% | −276,398−2.8% | 減碼 |
| Raymond James & Associates | 9,209,202 | $19.4 億 | 1.18% | +46,874+0.5% | 加碼 |
| Barclays PLC | 9,096,701 | $19.2 億 | 0.85% | −1,235,167−12.0% | 減碼 |
| Boston Partners | 8,659,369 | $18.3 億 | 2.16% | −353,739−3.9% | 減碼 |
| Bank of Montreal | 8,328,588 | $17.5 億 | 0.83% | +564,011+7.3% | 加碼 |
| Sanders Capital, LLC | 8,194,767 | $17.3 億 | 2.50% | +49,695+0.6% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8,132,911 | $17.1 億 | 1.77% | −1,130,805−12.2% | 減碼 |
| HSBC Holdings PLC | 8,105,115 | $17.0 億 | 1.06% | −334,877−4.0% | 減碼 |
| Clearbridge Investments, LLC | 7,264,820 | $15.3 億 | 1.20% | −193,236−2.6% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 7,017,646 | $14.8 億 | 1.03% | +261,363+3.9% | 加碼 |
| Envestnet Asset Management Inc | 7,016,298 | $14.8 億 | 0.48% | −270,407−3.7% | 減碼 |
| The PNC Financial Services Group, Inc. | 6,893,184 | $14.5 億 | 0.93% | −60,181−0.9% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 6,531,055 | $13.8 億 | 1.17% | −1,220,547−15.7% | 減碼 |
| California Public Employees Retirement System | 6,470,897 | $13.6 億 | 0.95% | +89,547+1.4% | 加碼 |
| Amundi | 6,282,239 | $13.2 億 | 0.49% | +449,511+7.7% | 加碼 |
| Alliancebernstein L.P. | 5,981,361 | $12.6 億 | 0.42% | −197,363−3.2% | 減碼 |
| Bessemer Group Inc | 5,906,710 | $12.5 億 | 2.05% | +11,458+0.2% | 加碼 |
| Baird Financial Group, Inc. | 5,864,943 | $12.4 億 | 2.40% | +24,174+0.4% | 加碼 |
| Principal Financial Group Inc | 5,824,289 | $12.3 億 | 0.67% | +182,648+3.2% | 加碼 |
| Schroder Investment Management Group | 5,748,395 | $12.1 億 | 1.24% | +39,754+0.7% | 加碼 |
| Primecap Management Co | 5,647,265 | $11.9 億 | 0.88% | +64,400+1.2% | 加碼 |
| Unisphere Establishment | 5,350,000 | $11.3 億 | 10.69% | −36,000−0.7% | 減碼 |
| Rhumbline Advisers | 5,302,664 | $11.2 億 | 1.01% | −114,809−2.1% | 減碼 |
| National Pension Service | 5,259,001 | $11.1 億 | 1.07% | +697,155+15.3% | 加碼 |
| International Assets Investment Management, LLC | 8,954,224 | $10.8 億 | 4.96% | +8,954,224 | 新進 |
| Janus Henderson Group PLC | 4,840,104 | $10.2 億 | 0.52% | −2,031,102−29.6% | 減碼 |
| TD Asset Management Inc | 4,816,622 | $10.1 億 | 0.89% | +113,790+2.4% | 加碼 |
| California State Teachers Retirement System | 4,619,636 | $9.74 億 | 1.14% | −22,307−0.5% | 減碼 |
| JPMorgan Chase & Co | 4,450,775 | $9.38 億 | 0.08% | +319,730+7.7% | 加碼 |
| BNP Paribas Arbitrage, SA | 4,418,413 | $9.32 億 | 0.91% | +1,346,696+43.8% | 加碼 |
| Citigroup Inc | 4,414,579 | $9.31 億 | 0.86% | +877,436+24.8% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 4,376,176 | $9.23 億 | 2.24% | +2,535,590+137.8% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 4,292,472 | $9.05 億 | 0.97% | +319,886+8.1% | 加碼 |
| Swedbank AB | 4,185,322 | $8.83 億 | 1.12% | −58,410−1.4% | 減碼 |
| American Century Companies Inc | 4,175,176 | $8.80 億 | 0.51% | −112,305−2.6% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 4,126,602 | $8.70 億 | 1.16% | −179,498−4.2% | 減碼 |
| Stifel Financial Corp | 4,120,257 | $8.69 億 | 0.91% | −104,721−2.5% | 減碼 |
| Canada Pension Plan Investment Board | 4,119,493 | $8.69 億 | 0.82% | +769,388+23.0% | 加碼 |
| US Bancorp | 3,894,508 | $8.21 億 | 1.05% | −36,589−0.9% | 減碼 |
| New York State Common Retirement Fund | 3,731,860 | $7.87 億 | 1.06% | −288,714−7.2% | 減碼 |
| LPL Financial LLC | 3,711,324 | $7.83 億 | 0.35% | +231,763+6.7% | 加碼 |
| National Bank of Canada | 3,705,584 | $7.81 億 | 1.06% | +251,430+7.3% | 加碼 |
| Viking Global Investors LP大師維京全球投資 | 3,696,535 | $7.79 億 | 2.84% | +686,713+22.8% | 加碼 |
| CI Private Wealth, LLC | 3,695,331 | $7.79 億 | 1.23% | +92,341+2.6% | 加碼 |
| Ensign Peak Advisors, Inc | 3,690,127 | $7.78 億 | 1.37% | −31,408−0.8% | 減碼 |
| Voya Investment Management LLC | 3,599,526 | $7.59 億 | 0.78% | +1,425,549+65.6% | 加碼 |
| Robeco Institutional Asset Management B.V. | 3,453,443 | $7.28 億 | 1.45% | +376,057+12.2% | 加碼 |
| DekaBank Deutsche Girozentrale | 3,427,167 | $7.16 億 | 1.33% | −70,874−2.0% | 減碼 |
| CIBC Private Wealth Group, LLC | 3,312,554 | $6.98 億 | 1.25% | +196,239+6.3% | 加碼 |
| Fayez Sarofim & Co | 3,280,209 | $6.92 億 | 1.76% | +108,801+3.4% | 加碼 |
| Allianz Asset Management GmbH | 3,248,791 | $6.85 億 | 1.06% | −33,855−1.0% | 減碼 |
| Prudential Financial Inc | 3,179,193 | $6.70 億 | 0.94% | −216,034−6.4% | 減碼 |
| Truist Financial Corp | 2,857,873 | $6.03 億 | 0.95% | −20,020−0.7% | 減碼 |
| FIL Ltd | 2,835,673 | $5.98 億 | 0.54% | −51,396−1.8% | 減碼 |
| Mackenzie Financial Corp | 2,829,143 | $5.97 億 | 0.83% | −40,906−1.4% | 減碼 |
| State Board of Administration of Florida Retirement System | 2,748,955 | $5.80 億 | 1.11% | −61,920−2.2% | 減碼 |
| HighTower Advisors, LLC | 2,734,317 | $5.76 億 | 0.82% | +49,938+1.9% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 2,730,866 | $5.76 億 | 1.02% | −25,000−0.9% | 減碼 |
| Victory Capital Management Inc | 2,724,210 | $5.74 億 | 0.55% | −100,793−3.6% | 減碼 |
| Rathbone Brothers plc | 2,706,772 | $5.71 億 | 2.88% | +81,892+3.1% | 加碼 |
| Manufacturers Life Insurance Company, The | 2,702,703 | $5.70 億 | 0.50% | −67,823−2.4% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 2,692,159 | $5.68 億 | 1.13% | +1,301,764+93.6% | 加碼 |
| Nordea Investment Management AB | 2,674,799 | $5.60 億 | 0.64% | +15,320+0.6% | 加碼 |
| New York State Teachers Retirement System | 2,577,719 | $5.44 億 | 1.12% | −127,204−4.7% | 減碼 |
| Great West Life Assurance Co | 2,571,021 | $5.43 億 | 0.95% | +119,792+4.9% | 加碼 |
| Mariner, LLC | 2,518,890 | $5.31 億 | 0.94% | +83,289+3.4% | 加碼 |
| Capital Wealth Planning, LLC | 2,500,288 | $5.27 億 | 4.92% | +42,163+1.7% | 加碼 |
| Blair William & Co | 2,409,476 | $5.08 億 | 1.49% | +3,777+0.2% | 加碼 |
| Storebrand Asset Management AS | 2,404,097 | $5.07 億 | 1.60% | −205,537−7.9% | 減碼 |
| 1832 Asset Management L.P. | 2,324,980 | $4.90 億 | 0.82% | −412,062−15.1% | 減碼 |