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 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 | 5,157 | $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 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 |
|---|---|---|---|---|---|
| Bank Julius Baer & Co. Ltd, Zurich | 1,992,164 | $4.78 億 | 1.61% | −148,341−6.9% | 減碼 |
| Chevy Chase Trust Holdings, Inc. | 2,244,409 | $4.73 億 | 1.45% | −50,535−2.2% | 減碼 |
| Fifth Third Bancorp | 2,242,497 | $4.73 億 | 1.71% | −5230.0% | 減碼 |
| Natixis Advisors, L.P. | 2,225,710 | $4.69 億 | 0.92% | −45,531−2.0% | 減碼 |
| Royal London Asset Management Ltd | 2,216,813 | $4.67 億 | 1.15% | +46,323+2.1% | 加碼 |
| Standard Life Aberdeen plc | 2,207,524 | $4.63 億 | 0.85% | −15,659−0.7% | 減碼 |
| Korea Investment CORP | 2,172,720 | $4.58 億 | 1.09% | −389,077−15.2% | 減碼 |
| Lord, Abbett & Co. LLC | 2,105,670 | $4.44 億 | 1.41% | −318,357−13.1% | 減碼 |
| M&T Bank Corp | 2,073,655 | $4.37 億 | 1.44% | −51,634−2.4% | 減碼 |
| Brandywine Global Investment Management, LLC | 1,929,797 | $4.27 億 | 2.85% | −69,898−3.5% | 減碼 |
| Bahl & Gaynor Inc | 2,015,899 | $4.25 億 | 2.19% | +82,308+4.3% | 加碼 |
| Epoch Investment Partners, Inc. | 1,970,814 | $4.16 億 | 1.86% | +36,581+1.9% | 加碼 |
| Russell Investments Group, Ltd. | 1,948,453 | $4.11 億 | 0.59% | +181,094+10.2% | 加碼 |
| King Luther Capital Management Corp | 1,942,897 | $4.10 億 | 1.76% | −47,456−2.4% | 減碼 |
| Danske Bank A/S | 1,883,835 | $3.97 億 | 1.32% | +30,845+1.7% | 加碼 |
| Janney Montgomery Scott LLC | 1,793,267 | $3.78 億 | 1.06% | +14,224+0.8% | 加碼 |
| Huntington National Bank | 1,784,005 | $3.76 億 | 2.74% | −13,216−0.7% | 減碼 |
| Commonwealth Equity Services, LLC | 1,758,155 | $3.71 億 | 0.56% | −73,015−4.0% | 減碼 |
| Aviva PLC | 1,749,490 | $3.69 億 | 0.96% | +28,170+1.6% | 加碼 |
| Keybank National Association | 1,733,904 | $3.66 億 | 1.41% | −23,030−1.3% | 減碼 |
| Mairs & Power Inc | 1,720,372 | $3.63 億 | 3.41% | −3,143−0.2% | 減碼 |
| Rockefeller Capital Management L.P. | 1,718,231 | $3.62 億 | 0.98% | −99,946−5.5% | 減碼 |
| Cerity Partners LLC | 1,715,050 | $3.62 億 | 0.80% | +210,338+14.0% | 加碼 |
| State of Wisconsin Investment Board | 1,699,241 | $3.58 億 | 0.90% | +60,400+3.7% | 加碼 |
| First Trust Advisors LP | 1,684,189 | $3.55 億 | 0.34% | +22,769+1.4% | 加碼 |
| Public Employees Retirement Association of Colorado | 1,664,806 | $3.51 億 | 1.39% | −1,428−0.1% | 減碼 |
| Sarasin & Partners LLP | 1,657,698 | $3.50 億 | 3.30% | +526,578+46.6% | 加碼 |
| Thrivent Financial for Lutherans | 1,646,181 | $3.47 億 | 0.66% | −46,351−2.7% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 1,619,090 | $3.41 億 | 0.78% | −41,955−2.5% | 減碼 |
| CIBC World Markets Inc. | 1,581,836 | $3.34 億 | 0.75% | +248,932+18.7% | 加碼 |
| Menora Mivtachim Holdings Ltd. | 1,577,248 | $3.33 億 | 2.10% | −122,334−7.2% | 減碼 |
| Jennison Associates LLC | 1,567,395 | $3.31 億 | 0.21% | +196,583+14.3% | 加碼 |
| KBC Group NV | 1,560,884 | $3.29 億 | 0.99% | +512,774+48.9% | 加碼 |
| Ninety One UK Ltd | 1,531,848 | $3.23 億 | 0.86% | +1,531,848 | 新進 |
| Cincinnati Insurance Co | 1,512,189 | $3.19 億 | 5.34% | −499,811−24.8% | 減碼 |
| Colony Group, LLC | 1,509,936 | $3.18 億 | 1.06% | −219,235−12.7% | 減碼 |
| UniSuper Management Pty Ltd | 1,493,476 | $3.15 億 | 2.37% | −220,646−12.9% | 減碼 |
| Haverford Trust Co | 1,476,755 | $3.11 億 | 3.03% | −17,794−1.2% | 減碼 |
| Ci Investments Inc. | 1,464,943 | $3.09 億 | 1.18% | +45,601+3.2% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 1,455,141 | $3.07 億 | 0.66% | −109,045−7.0% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 1,451,662 | $3.06 億 | 1.41% | +226,751+18.5% | 加碼 |
| Pictet Asset Management Holding SA | 1,441,285 | $3.04 億 | 0.33% | +98,854+7.4% | 加碼 |
| Gardner Russo & Quinn LLC大師Gardner Russo & Quinn | 1,440,707 | $3.04 億 | 3.12% | −52,128−3.5% | 減碼 |
| Pinebridge Investments, L.P. | 1,413,152 | $2.98 億 | 2.25% | +776,277+121.9% | 加碼 |
| Smead Capital Management, Inc. | 1,409,521 | $2.97 億 | 4.24% | +47,541+3.5% | 加碼 |
| Scotia Capital Inc. | 1,406,663 | $2.97 億 | 1.59% | +28,212+2.0% | 加碼 |
| Davis Selected Advisers | 1,399,528 | $2.95 億 | 1.66% | −449,825−24.3% | 減碼 |
| Cullen Capital Management LLC | 1,357,083 | $2.86 億 | 3.12% | −156,823−10.4% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,352,013 | $2.85 億 | 0.85% | +61,606+4.8% | 加碼 |
| Zacks Investment Management | 1,326,172 | $2.80 億 | 2.43% | +137,919+11.6% | 加碼 |
| Asset Management One Co.,Ltd. | 1,320,399 | $2.78 億 | 0.99% | +13,152+1.0% | 加碼 |
| Public Employees Retirement System of Ohio | 1,319,320 | $2.78 億 | 1.19% | −12,467−0.9% | 減碼 |
| Glenmede Trust Co NA | 1,289,233 | $2.72 億 | 1.30% | +3,474+0.3% | 加碼 |
| Treasurer of the State of North Carolina | 1,272,330 | $2.68 億 | 1.07% | +9,450+0.7% | 加碼 |
| Handelsbanken Fonder AB | 1,263,820 | $2.66 億 | 1.05% | +34,760+2.8% | 加碼 |
| Brown Advisory Inc | 1,261,289 | $2.66 億 | 0.33% | −3220.0% | 減碼 |
| Comerica Bank | 1,240,920 | $2.62 億 | 1.03% | −11,249−0.9% | 減碼 |
| STRS Ohio | 1,231,974 | $2.60 億 | 1.00% | −1,847−0.1% | 減碼 |
| Commerce Bank | 1,219,680 | $2.57 億 | 1.58% | +2,982+0.2% | 加碼 |
| Eagle Asset Management Inc | 1,072,548 | $2.54 億 | 1.30% | −36,920−3.3% | 減碼 |
| Panagora Asset Management Inc | 1,182,496 | $2.49 億 | 1.19% | −307,286−20.6% | 減碼 |
| Nomura Asset Management Co Ltd | 1,174,598 | $2.48 億 | 0.76% | +58,574+5.2% | 加碼 |
| Regions Financial Corp | 1,170,836 | $2.47 億 | 1.78% | −11,449−1.0% | 減碼 |
| Great Lakes Advisors, LLC | 1,170,130 | $2.47 億 | 2.07% | −15,161−1.3% | 減碼 |
| Creative Planning | 1,139,115 | $2.40 億 | 0.24% | +34,746+3.1% | 加碼 |
| Vaughan Nelson Investment Management, L.P. | 1,118,677 | $2.36 億 | 2.10% | −228,847−17.0% | 減碼 |
| Loomis Sayles & Co L P | 1,082,967 | $2.28 億 | 0.30% | −75,033−6.5% | 減碼 |
| State of Tennessee, Treasury Department | 1,081,415 | $2.28 億 | 0.80% | −55,686−4.9% | 減碼 |
| Omers Administration Corp | 1,079,026 | $2.28 億 | 2.09% | −1,400−0.1% | 減碼 |
| D. E. Shaw & Co., Inc. | 1,078,054 | $2.27 億 | 0.30% | +377,576+53.9% | 加碼 |
| State of New Jersey Common Pension Fund D | 1,057,075 | $2.23 億 | 0.92% | +1,277+0.1% | 加碼 |
| Bradley Foster & Sargent Inc | 1,053,769 | $2.22 億 | 3.72% | +9,627+0.9% | 加碼 |
| Toronto Dominion Bank | 1,052,996 | $2.22 億 | 0.39% | −802,756−43.3% | 減碼 |
| Boston Trust Walden Corp | 1,041,003 | $2.20 億 | 1.53% | −10,774−1.0% | 減碼 |
| CIBC World Markets Corp | 1,031,158 | $2.17 億 | 1.58% | +51,433+5.2% | 加碼 |
| Paralel Advisors LLC | 1,028,000 | $2.17 億 | 9.47% | 00.0% | 不變 |
| Credit Agricole S A | 1,021,590 | $2.15 億 | 1.13% | +142,100+16.2% | 加碼 |
| Teacher Retirement System of Texas | 1,015,858 | $2.14 億 | 1.02% | +247,638+32.2% | 加碼 |
| Empower Advisory Group, LLC | 1,012,422 | $2.13 億 | 0.72% | +5,288+0.5% | 加碼 |
| Thornburg Investment Management Inc | 1,002,707 | $2.11 億 | 2.75% | +536+0.1% | 加碼 |
| ACR Alpine Capital Research, LLC | 996,942 | $2.10 億 | 6.21% | −10,043−1.0% | 減碼 |
| Public Sector Pension Investment Board | 996,587 | $2.10 億 | 1.13% | −583,311−36.9% | 減碼 |
| Northwestern Mutual Wealth Management Co | 993,654 | $2.10 億 | 0.19% | +17,034+1.7% | 加碼 |
| Jarislowsky, Fraser Ltd | 979,826 | $2.07 億 | 1.16% | −47,747−4.6% | 減碼 |
| Natixis | 969,860 | $2.05 億 | 1.25% | +298,448+44.5% | 加碼 |
| Retirement Systems of Alabama | 967,142 | $2.04 億 | 0.76% | −45,782−4.5% | 減碼 |
| Rafferty Asset Management, LLC | 964,586 | $2.03 億 | 0.70% | −45,445−4.5% | 減碼 |
| Nisa Investment Advisors, LLC | 964,358 | $2.03 億 | 1.20% | −20,076−2.0% | 減碼 |
| Bristol John W & Co Inc | 955,653 | $2.02 億 | 3.22% | −13,140−1.4% | 減碼 |
| Westwood Holdings Group Inc. | 940,578 | $1.98 億 | 0.84% | +63,199+7.2% | 加碼 |
| Compagnie Lombard Odier SCmA | 935,331 | $1.97 億 | 3.07% | −12,320−1.3% | 減碼 |
| Bank of Nova Scotia | 926,827 | $1.95 億 | 0.39% | −1,004,388−52.0% | 減碼 |
| Resona Asset Management Co.,Ltd. | 909,221 | $1.92 億 | 1.11% | −16,035−1.7% | 減碼 |
| TD Waterhouse Canada Inc. | 919,676 | $1.90 億 | 1.54% | +31,280+3.5% | 加碼 |
| Macquarie Group Ltd | 895,496 | $1.89 億 | 0.20% | −532,006−37.3% | 減碼 |
| DnB Asset Management AS | 893,013 | $1.88 億 | 0.85% | −351,764−28.3% | 減碼 |
| Pzena Investment Management LLC | 884,350 | $1.86 億 | 0.60% | −76,182−7.9% | 減碼 |
| Advisor Group Holdings, Inc. | 883,525 | $1.86 億 | 0.42% | −45,544−4.9% | 減碼 |
| Cetera Investment Advisers | 881,974 | $1.86 億 | 0.41% | +1,660+0.2% | 加碼 |
| Tredje AP-fonden | 846,501 | $1.78 億 | 1.62% | 00.0% | 不變 |