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 |
|---|---|---|---|---|---|
| Sanctuary Advisors, LLC | 716,329 | $1.78 億 | 1.13% | +51,551+7.8% | 加碼 |
| MML Investors Services, LLC | 834,666 | $1.76 億 | 0.64% | +32,529+4.1% | 加碼 |
| Arizona State Retirement System | 823,377 | $1.74 億 | 1.09% | −9,260−1.1% | 減碼 |
| Allspring Global Investments Holdings, LLC | 805,720 | $1.70 億 | 0.26% | +24,129+3.1% | 加碼 |
| SEI Investments Co | 803,488 | $1.69 億 | 0.22% | +30,905+4.0% | 加碼 |
| First Financial Bankshares Inc | 797,970 | $1.68 億 | 3.54% | −9,256−1.1% | 減碼 |
| Actiam N.V. | 794,613 | $1.68 億 | 2.96% | +24,392+3.2% | 加碼 |
| Douglas Lane & Associates, LLC | 791,945 | $1.67 億 | 2.30% | −36,681−4.4% | 減碼 |
| RE Advisers Corp | 790,636 | $1.67 億 | 3.97% | −18,700−2.3% | 減碼 |
| LSV Asset Management | 774,900 | $1.63 億 | 0.35% | −55,600−6.7% | 減碼 |
| State of Michigan Retirement System | 774,831 | $1.63 億 | 0.81% | −11,600−1.5% | 減碼 |
| AQR Capital Management LLC | 782,142 | $1.62 億 | 0.22% | +174,056+28.6% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 769,492 | $1.62 億 | 2.33% | −21,301−2.7% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 767,664 | $1.62 億 | 3.13% | −4,402−0.6% | 減碼 |
| Employees Retirement System of Texas | 765,800 | $1.61 億 | 1.40% | −30,671−3.9% | 減碼 |
| Kovitz Investment Group Partners, LLC | 810,809 | $1.61 億 | 1.15% | −114,644−12.4% | 減碼 |
| Quilter Plc | 758,445 | $1.60 億 | 3.26% | −13,829−1.8% | 減碼 |
| Clark Capital Management Group, Inc. | 756,806 | $1.60 億 | 1.09% | −230,177−23.3% | 減碼 |
| James Hambro & Partners | 745,636 | $1.57 億 | 6.55% | −15,786−2.1% | 減碼 |
| Capital Group Private Client Services, Inc. | 743,883 | $1.57 億 | 1.49% | −26,307−3.4% | 減碼 |
| Calamos Advisors LLC | 741,947 | $1.56 億 | 0.73% | −9,889−1.3% | 減碼 |
| Forsta Ap-Fonden | 741,400 | $1.56 億 | 1.20% | +67,900+10.1% | 加碼 |
| MetLife Investment Management | 740,203 | $1.56 億 | 0.90% | −25,678−3.4% | 減碼 |
| Captrust Financial Advisors | 734,375 | $1.55 億 | 0.46% | +12,411+1.7% | 加碼 |
| Stonegate Investment Group, LLC | 730,200 | $1.54 億 | 4.06% | +9,665+1.3% | 加碼 |
| Kames Capital plc | 707,945 | $1.49 億 | 2.03% | −44,350−5.9% | 減碼 |
| AXA S.A. | 706,656 | $1.49 億 | 0.44% | −148,812−17.4% | 減碼 |
| Gateway Investment Advisers LLC | 702,781 | $1.48 億 | 1.63% | −2750.0% | 減碼 |
| Welch & Forbes LLC | 702,477 | $1.48 億 | 1.89% | −6,713−0.9% | 減碼 |
| Susquehanna International Group, LLP | 695,893 | $1.47 億 | 0.25% | −212,802−23.4% | 減碼 |
| Mercer Global Advisors Inc | 706,851 | $1.47 億 | 0.34% | +66,363+10.4% | 加碼 |
| EP Wealth Advisors, LLC | 694,179 | $1.46 億 | 1.26% | +44,701+6.9% | 加碼 |
| Corebridge Financial, Inc. | 685,239 | $1.44 億 | 0.77% | −26,419−3.7% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 692,809 | $1.44 億 | 0.64% | +95,461+16.0% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 676,102 | $1.43 億 | 1.53% | +22,285+3.4% | 加碼 |
| ProShare Advisors LLC | 662,015 | $1.40 億 | 0.34% | −44,215−6.3% | 減碼 |
| Los Angeles Capital Management LLC | 658,981 | $1.39 億 | 0.56% | −102,610−13.5% | 減碼 |
| Evercore Wealth Management, LLC | 656,148 | $1.38 億 | 2.08% | −7,467−1.1% | 減碼 |
| Kestra Advisory Services, LLC | 636,355 | $1.34 億 | 0.74% | −41,886−6.2% | 減碼 |
| Atalanta Sosnoff Capital, LLC | 630,303 | $1.33 億 | 2.85% | −2,972−0.5% | 減碼 |
| Pinnacle Financial Partners Inc | 626,920 | $1.32 億 | 2.66% | −3,916−0.6% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 626,100 | $1.32 億 | 0.93% | −27,500−4.2% | 減碼 |
| Peapack Gladstone Financial Corp | 626,101 | $1.32 億 | 1.90% | −4,101−0.7% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 619,365 | $1.31 億 | 0.82% | −11,400−1.8% | 減碼 |
| Steward Partners Investment Advisory, LLC | 616,824 | $1.30 億 | 1.20% | +57,482+10.3% | 加碼 |
| Whittier Trust Co | 607,673 | $1.28 億 | 1.71% | −29,338−4.6% | 減碼 |
| GWM Advisors LLC | 605,089 | $1.28 億 | 0.83% | +61,090+11.2% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 602,385 | $1.27 億 | 0.43% | +9,767+1.6% | 加碼 |
| Oppenheimer Asset Management Inc. | 601,354 | $1.27 億 | 1.53% | −11,033−1.8% | 減碼 |
| Factory Mutual Insurance Co | 592,425 | $1.25 億 | 1.29% | +20,000+3.5% | 加碼 |
| Davenport & Co LLC | 589,594 | $1.24 億 | 0.73% | −402,083−40.5% | 減碼 |
| Cresset Asset Management, LLC | 586,341 | $1.24 億 | 0.48% | +11,182+1.9% | 加碼 |
| Czech National Bank | 579,485 | $1.22 億 | 1.23% | +32,261+5.9% | 加碼 |
| IFM Investors Pty Ltd | 578,345 | $1.22 億 | 1.17% | −2,615−0.5% | 減碼 |
| Williams Jones Wealth Management, LLC. | 577,841 | $1.22 億 | 1.43% | −1,186−0.2% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 576,669 | $1.22 億 | 1.06% | +76,710+15.3% | 加碼 |
| Morningstar Investment Services LLC | 575,463 | $1.21 億 | 1.24% | −2,682−0.5% | 減碼 |
| Varma Mutual Pension Insurance Co | 545,111 | $1.21 億 | 0.96% | −25,000−4.4% | 減碼 |
| Amalgamated Bank | 562,511 | $1.19 億 | 0.98% | −16,318−2.8% | 減碼 |
| Assetmark, Inc | 557,978 | $1.18 億 | 0.34% | +17,998+3.3% | 加碼 |
| Agf Management Ltd | 553,435 | $1.17 億 | 0.59% | −10,787−1.9% | 減碼 |
| Bridges Investment Management Inc | 552,321 | $1.16 億 | 1.63% | −6,299−1.1% | 減碼 |
| Candriam Luxembourg S.C.A. | 541,461 | $1.14 億 | 0.66% | +44,638+9.0% | 加碼 |
| Employees Provident Fund Board | 533,677 | $1.13 億 | 1.54% | +114,846+27.4% | 加碼 |
| TCW Group Inc | 532,798 | $1.12 億 | 0.98% | −42,368−7.4% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 498,113 | $1.10 億 | 0.98% | +24,849+5.3% | 加碼 |
| Qube Research & Technologies Ltd | 520,031 | $1.10 億 | 0.20% | +433,801+503.1% | 加碼 |
| Nissay Asset Management Corp | 519,736 | $1.10 億 | 0.69% | +25,319+5.1% | 加碼 |
| Commerzbank Aktiengesellschaft | 514,443 | $1.08 億 | 2.89% | −2,298−0.4% | 減碼 |
| Federation des caisses Desjardins du Quebec | 511,182 | $1.08 億 | 0.53% | −9,348−1.8% | 減碼 |
| Acadian Asset Management LLC | 509,902 | $1.08 億 | 0.33% | −6,957−1.3% | 減碼 |
| Tiaa Trust, National Association | 509,643 | $1.07 億 | 0.32% | −26,020−4.9% | 減碼 |
| Capital International Inc | 508,053 | $1.07 億 | 1.35% | −8,814−1.7% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 503,458 | $1.06 億 | 0.26% | −59,440−10.6% | 減碼 |
| LGT Group Foundation | 511,501 | $1.06 億 | 1.74% | +5,356+1.1% | 加碼 |
| CIBC Asset Management Inc | 498,375 | $1.05 億 | 0.34% | +29,470+6.3% | 加碼 |
| Wilkinson Global Asset Management LLC | 489,380 | $1.03 億 | 6.22% | −15,889−3.1% | 減碼 |
| Crawford Investment Counsel Inc | 486,814 | $1.03 億 | 1.75% | −9,906−2.0% | 減碼 |
| QRG Capital Management, Inc. | 486,182 | $1.03 億 | 1.11% | +23,567+5.1% | 加碼 |
| SG Americas Securities, LLC | 486,076 | $1.02 億 | 0.39% | +44,580+10.1% | 加碼 |
| Capital Advisors Inc | 485,250 | $1.02 億 | 2.05% | −76,389−13.6% | 減碼 |
| Umb Bank N A | 484,536 | $1.02 億 | 1.59% | −10,175−2.1% | 減碼 |
| Staley Capital Advisers Inc | 479,383 | $1.01 億 | 4.52% | −1,265−0.3% | 減碼 |
| British Columbia Investment Management Corp | 479,155 | $1.01 億 | 0.61% | −70,964−12.9% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 476,214 | $1.00 億 | 1.02% | +476,214 | 新進 |
| Citadel Advisors LLC | 474,397 | $1.00 億 | 0.10% | −530,783−52.8% | 減碼 |
| Utah Retirement Systems | 474,369 | $1.00 億 | 1.13% | +2,100+0.4% | 加碼 |
| AMF Pensionsforsakring AB | 473,785 | $9,997 萬 | 0.71% | +69,451+17.2% | 加碼 |
| Financial Counselors Inc | 470,380 | $9,918 萬 | 1.47% | +20,646+4.6% | 加碼 |
| Basswood Capital Management, L.L.C. | 469,496 | $9,900 萬 | 5.11% | 00.0% | 不變 |
| Sapient Capital LLC | 467,473 | $9,857 萬 | 1.98% | +7,718+1.7% | 加碼 |
| Mawer Investment Management Ltd. | 461,964 | $9,741 萬 | 0.44% | −26,962−5.5% | 減碼 |
| Eastern Bank | 455,764 | $9,610 萬 | 1.72% | +275,904+153.4% | 加碼 |
| USS Investment Management Ltd | 453,622 | $9,561 萬 | 0.70% | −11,303−2.4% | 減碼 |
| Pathstone Holdings, LLC | 452,101 | $9,532 萬 | 0.43% | −2,775−0.6% | 減碼 |
| Jones Financial Companies LLLP | 445,031 | $9,372 萬 | 0.10% | +157,905+55.0% | 加碼 |
| Advisors Capital Management, LLC | 441,641 | $9,313 萬 | 1.52% | +1,384+0.3% | 加碼 |
| APG Asset Management N.V. | 488,733 | $9,234 萬 | 0.61% | −3,608,915−88.1% | 減碼 |
| Daiwa Securities Group Inc. | 436,730 | $9,209 萬 | 0.43% | +16,673+4.0% | 加碼 |
| Adviser Investments LLC | 433,596 | $9,143 萬 | 1.14% | +26,378+6.5% | 加碼 |