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 4 季 13F 持有人
JPMorgan Chase & Co 在 2024/12/31 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
- 4,679
- 較 2024 年第 3 季 +540 家
- 持有股數
- 20.5 億
- 較 2024 年第 3 季 +2,405 萬 (+1.2%)
- 總市值
- $4,900 億
- 較 2024 年第 3 季 +$642.7 億 (+15.1%)
- 新進機構
- 623
- 另有 1,715 家加碼
- 清倉機構
- 83
- 另有 1,942 家減碼
另有 76 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 272,384,047 | $652.9 億 | 1.14% | +233,647+0.1% | 加碼 |
| BlackRock, Inc. | 206,688,240 | $495.5 億 | 1.00% | +4,264,493+2.1% | 加碼 |
| State Street Corp | 127,285,458 | $305.1 億 | 1.20% | +1,206,096+1.0% | 加碼 |
| Morgan Stanley | 68,844,649 | $165.0 億 | 1.16% | −372,239−0.5% | 減碼 |
| Geode Capital Management, LLC | 59,220,603 | $141.6 億 | 1.10% | +876,417+1.5% | 加碼 |
| Bank of America Corp | 49,393,655 | $118.4 億 | 1.10% | −656,285−1.3% | 減碼 |
| FMR LLC | 48,208,266 | $115.6 億 | 0.69% | −121,021−0.3% | 減碼 |
| Norges Bank | 34,670,579 | $83.1 億 | 1.09% | −1,157,276−3.2% | 減碼 |
| Northern Trust Corp | 33,845,676 | $81.1 億 | 1.15% | +4,515,147+15.4% | 加碼 |
| Capital International Investors | 32,833,483 | $78.7 億 | 1.48% | −938,440−2.8% | 減碼 |
| Price T Rowe Associates Inc | 29,693,944 | $71.2 億 | 0.82% | −407,825−1.4% | 減碼 |
| Wellington Management Group LLP | 29,330,608 | $70.3 億 | 1.29% | −468,913−1.6% | 減碼 |
| Capital World Investors | 28,873,932 | $69.2 億 | 1.05% | −5,490,743−16.0% | 減碼 |
| Bank of New York Mellon Corp | 24,346,927 | $58.4 億 | 1.08% | −813,015−3.2% | 減碼 |
| Wells Fargo & Company | 24,236,810 | $58.1 億 | 1.40% | −246,233−1.0% | 減碼 |
| Royal Bank of Canada | 23,033,823 | $55.2 億 | 1.19% | −1,100,864−4.6% | 減碼 |
| Capital Research Global Investors | 22,841,033 | $54.8 億 | 1.13% | +1,914,049+9.1% | 加碼 |
| Ameriprise Financial Inc | 22,544,716 | $54.1 億 | 1.39% | −489,459−2.1% | 減碼 |
| Massachusetts Financial Services Co | 21,831,090 | $52.3 億 | 1.65% | −3,109,822−12.5% | 減碼 |
| Dimensional Fund Advisors LP | 21,292,349 | $51.0 億 | 1.23% | −560,532−2.6% | 減碼 |
| Goldman Sachs Group Inc | 20,320,229 | $48.7 億 | 0.93% | +1,411,972+7.5% | 加碼 |
| Charles Schwab Investment Management Inc | 20,103,063 | $48.2 億 | 0.89% | +71,122+0.4% | 加碼 |
| UBS Group AG | 19,961,287 | $47.8 億 | 1.07% | +852,409+4.5% | 加碼 |
| Legal & General Group Plc | 18,610,663 | $44.6 億 | 1.18% | +223,431+1.2% | 加碼 |
| UBS Asset Management Americas Inc | 17,550,491 | $42.1 億 | 0.98% | +2,465,572+16.3% | 加碼 |
| Fisher Asset Management, LLC | 17,401,436 | $41.7 億 | 1.66% | +617,164+3.7% | 加碼 |
| Nuveen Asset Management, LLC | 15,966,240 | $38.3 億 | 1.08% | −343,125−2.1% | 減碼 |
| Raymond James Financial Inc | 14,655,399 | $35.1 億 | 1.30% | +14,655,399 | 新進 |
| Franklin Resources Inc | 13,684,786 | $32.8 億 | 0.92% | −1,388,407−9.2% | 減碼 |
| Invesco Ltd. | 13,207,448 | $31.7 億 | 0.59% | −237,519−1.8% | 減碼 |
| Deutsche Bank AG | 12,510,063 | $30.0 億 | 1.18% | −45,556−0.4% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 10,684,810 | $25.6 億 | 2.73% | +2,551,899+31.4% | 加碼 |
| Neuberger Berman Group LLC | 9,110,620 | $21.8 億 | 1.73% | −544,238−5.6% | 減碼 |
| Boston Partners | 8,362,997 | $20.1 億 | 2.45% | −296,372−3.4% | 減碼 |
| Sanders Capital, LLC | 8,250,369 | $19.8 億 | 2.89% | +55,602+0.7% | 加碼 |
| Barclays PLC | 8,007,741 | $19.2 億 | 0.95% | −1,088,960−12.0% | 減碼 |
| Viking Global Investors LP大師維京全球投資 | 7,466,187 | $17.9 億 | 5.79% | +3,769,652+102.0% | 加碼 |
| HSBC Holdings PLC | 7,282,254 | $17.5 億 | 1.08% | −822,861−10.2% | 減碼 |
| Envestnet Asset Management Inc | 7,083,363 | $17.0 億 | 0.55% | +67,065+1.0% | 加碼 |
| Bank of Montreal | 6,878,949 | $16.5 億 | 0.83% | −1,449,639−17.4% | 減碼 |
| The PNC Financial Services Group, Inc. | 6,834,223 | $16.4 億 | 1.10% | −58,961−0.9% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 6,798,411 | $16.3 億 | 1.10% | −219,235−3.1% | 減碼 |
| Clearbridge Investments, LLC | 6,709,410 | $16.1 億 | 1.30% | −555,410−7.6% | 減碼 |
| California Public Employees Retirement System | 6,242,298 | $15.0 億 | 1.00% | −228,599−3.5% | 減碼 |
| Schroder Investment Management Group | 6,138,808 | $14.7 億 | 1.41% | +390,413+6.8% | 加碼 |
| Alliancebernstein L.P. | 6,109,144 | $14.6 億 | 0.50% | +127,783+2.1% | 加碼 |
| Baird Financial Group, Inc. | 5,966,701 | $14.3 億 | 2.74% | +101,758+1.7% | 加碼 |
| Bessemer Group Inc | 5,822,364 | $14.0 億 | 2.28% | −84,346−1.4% | 減碼 |
| Principal Financial Group Inc | 5,578,586 | $13.4 億 | 0.73% | −245,703−4.2% | 減碼 |
| Amundi | 5,313,437 | $12.9 億 | 0.45% | −968,802−15.4% | 減碼 |
| Unisphere Establishment | 5,327,000 | $12.8 億 | 11.13% | −23,000−0.4% | 減碼 |
| Primecap Management Co | 5,319,450 | $12.8 億 | 0.99% | −327,815−5.8% | 減碼 |
| Rhumbline Advisers | 5,172,257 | $12.4 億 | 1.11% | −130,407−2.5% | 減碼 |
| National Pension Service | 5,077,397 | $12.2 億 | 1.15% | −181,604−3.5% | 減碼 |
| TD Asset Management Inc | 4,959,479 | $11.9 億 | 1.05% | +142,857+3.0% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 4,634,377 | $11.3 億 | 1.09% | +341,905+8.0% | 加碼 |
| California State Teachers Retirement System | 4,449,737 | $10.7 億 | 1.25% | −169,899−3.7% | 減碼 |
| JPMorgan Chase & Co | 4,432,760 | $10.6 億 | 0.08% | −18,015−0.4% | 減碼 |
| Citigroup Inc | 4,365,182 | $10.5 億 | 1.01% | −49,397−1.1% | 減碼 |
| Janus Henderson Group PLC | 4,182,161 | $10.0 億 | 0.51% | −657,943−13.6% | 減碼 |
| Stifel Financial Corp | 4,156,140 | $9.96 億 | 1.04% | +35,883+0.9% | 加碼 |
| Swedbank AB | 4,127,198 | $9.89 億 | 1.22% | −58,124−1.4% | 減碼 |
| American Century Companies Inc | 4,034,538 | $9.67 億 | 0.56% | −140,638−3.4% | 減碼 |
| LPL Financial LLC | 4,017,292 | $9.63 億 | 0.39% | +305,968+8.2% | 加碼 |
| Canada Pension Plan Investment Board | 3,858,960 | $9.25 億 | 0.88% | −260,533−6.3% | 減碼 |
| US Bancorp | 3,849,092 | $9.23 億 | 1.21% | −45,416−1.2% | 減碼 |
| Voya Investment Management LLC | 3,835,922 | $9.20 億 | 0.96% | +236,396+6.6% | 加碼 |
| Fayez Sarofim & Co | 3,769,853 | $9.10 億 | 2.21% | +489,644+14.9% | 加碼 |
| BNP Paribas Arbitrage, SA | 3,796,659 | $9.10 億 | 0.70% | −621,754−14.1% | 減碼 |
| New York State Common Retirement Fund | 3,740,260 | $8.97 億 | 1.20% | +8,400+0.2% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 3,637,154 | $8.72 億 | 1.87% | −739,022−16.9% | 減碼 |
| Ensign Peak Advisors, Inc | 3,599,140 | $8.63 億 | 1.53% | −90,987−2.5% | 減碼 |
| Robeco Institutional Asset Management B.V. | 3,542,509 | $8.49 億 | 1.61% | +89,066+2.6% | 加碼 |
| CI Private Wealth, LLC | 3,526,963 | $8.39 億 | 1.39% | −168,368−4.6% | 減碼 |
| DekaBank Deutsche Girozentrale | 3,427,167 | $8.17 億 | 1.51% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 3,242,788 | $7.88 億 | 1.43% | −69,766−2.1% | 減碼 |
| National Bank of Canada | 3,129,749 | $7.50 億 | 0.97% | −575,835−15.5% | 減碼 |
| Nordea Investment Management AB | 3,062,925 | $7.35 億 | 0.77% | +388,126+14.5% | 加碼 |
| FIL Ltd | 2,982,605 | $7.15 億 | 0.67% | +146,932+5.2% | 加碼 |
| HighTower Advisors, LLC | 2,881,451 | $6.91 億 | 0.94% | +147,134+5.4% | 加碼 |
| Prudential Financial Inc | 2,880,517 | $6.90 億 | 0.95% | −298,676−9.4% | 減碼 |
| Allianz Asset Management GmbH | 2,878,895 | $6.90 億 | 1.00% | −369,896−11.4% | 減碼 |
| Truist Financial Corp | 2,870,965 | $6.88 億 | 1.08% | +13,092+0.5% | 加碼 |
| Rathbone Brothers plc | 2,836,572 | $6.80 億 | 3.29% | +129,800+4.8% | 加碼 |
| State Board of Administration of Florida Retirement System | 2,729,180 | $6.54 億 | 1.24% | −19,775−0.7% | 減碼 |
| Victory Capital Management Inc | 2,683,987 | $6.43 億 | 0.63% | −40,223−1.5% | 減碼 |
| Mariner, LLC | 2,679,863 | $6.42 億 | 1.08% | +160,973+6.4% | 加碼 |
| Manufacturers Life Insurance Company, The | 2,677,736 | $6.42 億 | 0.56% | −24,967−0.9% | 減碼 |
| Mackenzie Financial Corp | 2,646,963 | $6.35 億 | 0.86% | −182,180−6.4% | 減碼 |
| APG Asset Management N.V. | 2,725,473 | $6.31 億 | 1.76% | +2,236,740+457.7% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 2,613,266 | $6.26 億 | 1.10% | −117,600−4.3% | 減碼 |
| Great West Life Assurance Co | 2,603,619 | $6.24 億 | 1.08% | +32,598+1.3% | 加碼 |
| Storebrand Asset Management AS | 2,439,608 | $5.85 億 | 1.78% | +35,511+1.5% | 加碼 |
| New York State Teachers Retirement System | 2,436,623 | $5.84 億 | 1.23% | −141,096−5.5% | 減碼 |
| Capital Wealth Planning, LLC | 2,400,139 | $5.75 億 | 5.32% | −100,149−4.0% | 減碼 |
| Blair William & Co | 2,384,611 | $5.72 億 | 1.66% | −24,865−1.0% | 減碼 |
| 1832 Asset Management L.P. | 2,366,981 | $5.67 億 | 1.01% | +42,001+1.8% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 2,127,083 | $5.50 億 | 1.70% | +134,919+6.8% | 加碼 |
| Colony Group, LLC | 2,253,300 | $5.40 億 | 1.40% | +743,364+49.2% | 加碼 |
| Natixis Advisors, L.P. | 2,211,850 | $5.30 億 | 0.99% | −13,860−0.6% | 減碼 |