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 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 | 5,157 | $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 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 |
|---|---|---|---|---|---|
| Fifth Third Bancorp | 2,201,007 | $5.28 億 | 1.91% | −41,490−1.9% | 減碼 |
| Royal London Asset Management Ltd | 2,194,270 | $5.26 億 | 1.28% | −22,543−1.0% | 減碼 |
| Chevy Chase Trust Holdings, Inc. | 2,186,455 | $5.24 億 | 1.60% | −57,954−2.6% | 減碼 |
| Citadel Advisors LLC | 2,184,102 | $5.24 億 | 0.48% | +1,709,705+360.4% | 加碼 |
| Korea Investment CORP | 2,115,891 | $5.07 億 | 1.20% | −56,829−2.6% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 2,095,254 | $5.02 億 | 1.04% | −596,905−22.2% | 減碼 |
| M&T Bank Corp | 2,050,096 | $4.91 億 | 1.65% | −23,559−1.1% | 減碼 |
| Standard Life Aberdeen plc | 2,025,497 | $4.86 億 | 0.91% | −182,027−8.2% | 減碼 |
| Bahl & Gaynor Inc | 1,995,558 | $4.78 億 | 2.53% | −20,341−1.0% | 減碼 |
| Lord, Abbett & Co. LLC | 1,988,742 | $4.77 億 | 1.51% | −116,928−5.6% | 減碼 |
| Credit Agricole S A | 1,976,397 | $4.74 億 | 1.61% | +954,807+93.5% | 加碼 |
| Ninety One UK Ltd | 1,932,617 | $4.63 億 | 1.24% | +400,769+26.2% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,894,131 | $4.54 億 | 0.90% | +1,894,131 | 新進 |
| Rockefeller Capital Management L.P. | 1,888,376 | $4.52 億 | 1.17% | +170,145+9.9% | 加碼 |
| Russell Investments Group, Ltd. | 1,870,328 | $4.48 億 | 0.62% | −78,125−4.0% | 減碼 |
| King Luther Capital Management Corp | 1,869,145 | $4.48 億 | 1.94% | −73,752−3.8% | 減碼 |
| Aviva PLC | 1,851,809 | $4.44 億 | 1.15% | +102,319+5.8% | 加碼 |
| Danske Bank A/S | 1,833,018 | $4.39 億 | 1.31% | −50,817−2.7% | 減碼 |
| Public Employees Retirement Association of Colorado | 1,831,468 | $4.39 億 | 1.74% | +166,662+10.0% | 加碼 |
| Brandywine Global Investment Management, LLC | 1,804,882 | $4.33 億 | 3.14% | −124,915−6.5% | 減碼 |
| Huntington National Bank | 1,803,595 | $4.32 億 | 3.08% | +19,590+1.1% | 加碼 |
| KBC Group NV | 1,800,791 | $4.32 億 | 1.19% | +239,907+15.4% | 加碼 |
| Janney Montgomery Scott LLC | 1,795,227 | $4.30 億 | 1.19% | +1,960+0.1% | 加碼 |
| First Trust Advisors LP | 1,788,544 | $4.29 億 | 0.38% | +104,355+6.2% | 加碼 |
| Commonwealth Equity Services, LLC | 1,766,041 | $4.23 億 | 0.62% | +7,886+0.4% | 加碼 |
| Bank of Nova Scotia | 1,753,991 | $4.20 億 | 0.74% | +827,164+89.2% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,743,468 | $4.18 億 | 1.19% | +391,455+29.0% | 加碼 |
| Jennison Associates LLC | 1,736,535 | $4.16 億 | 0.25% | +169,140+10.8% | 加碼 |
| UniSuper Management Pty Ltd | 1,720,281 | $4.12 億 | 2.96% | +226,805+15.2% | 加碼 |
| Keybank National Association | 1,718,019 | $4.12 億 | 1.58% | −15,885−0.9% | 減碼 |
| Epoch Investment Partners, Inc. | 1,715,909 | $4.11 億 | 1.99% | −254,905−12.9% | 減碼 |
| Mairs & Power Inc | 1,714,289 | $4.11 億 | 3.98% | −6,083−0.4% | 減碼 |
| CIBC World Markets Inc. | 1,700,757 | $4.08 億 | 0.94% | +118,921+7.5% | 加碼 |
| Pinebridge Investments, L.P. | 1,685,696 | $4.04 億 | 3.08% | +272,544+19.3% | 加碼 |
| Millennium Management LLC | 1,674,983 | $4.02 億 | 0.35% | +1,660,595+11,541.5% | 加碼 |
| State of Wisconsin Investment Board | 1,617,139 | $3.88 億 | 1.00% | −82,102−4.8% | 減碼 |
| Cerity Partners LLC | 1,651,743 | $3.87 億 | 0.84% | −63,307−3.7% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 1,603,327 | $3.84 億 | 0.74% | +148,186+10.2% | 加碼 |
| Squarepoint Ops LLC | 1,571,998 | $3.77 億 | 0.97% | +1,337,484+570.3% | 加碼 |
| Scotia Capital Inc. | 1,528,994 | $3.67 億 | 1.93% | +122,331+8.7% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 1,521,986 | $3.65 億 | 0.86% | −97,104−6.0% | 減碼 |
| Omers Administration Corp | 1,521,951 | $3.65 億 | 3.19% | +442,925+41.0% | 加碼 |
| Cincinnati Insurance Co | 1,512,189 | $3.62 億 | 6.40% | 00.0% | 不變 |
| Thrivent Financial for Lutherans | 1,489,735 | $3.57 億 | 0.69% | −156,446−9.5% | 減碼 |
| Menora Mivtachim Holdings Ltd. | 1,484,314 | $3.56 億 | 2.23% | −92,934−5.9% | 減碼 |
| Haverford Trust Co | 1,472,791 | $3.53 億 | 3.51% | −3,964−0.3% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 1,409,706 | $3.37 億 | 1.52% | −41,956−2.9% | 減碼 |
| Ci Investments Inc. | 1,397,351 | $3.35 億 | 1.26% | −67,592−4.6% | 減碼 |
| Pictet Asset Management Holding SA | 1,389,417 | $3.33 億 | 0.36% | −51,868−3.6% | 減碼 |
| Sarasin & Partners LLP | 1,384,963 | $3.32 億 | 3.66% | −272,735−16.5% | 減碼 |
| Handelsbanken Fonder AB | 1,361,319 | $3.26 億 | 1.25% | +97,499+7.7% | 加碼 |
| Susquehanna International Group, LLP | 1,331,000 | $3.19 億 | 0.48% | +635,107+91.3% | 加碼 |
| Asset Management One Co.,Ltd. | 1,311,220 | $3.16 億 | 1.09% | −9,179−0.7% | 減碼 |
| ACR Alpine Capital Research, LLC | 1,296,290 | $3.11 億 | 6.73% | +299,348+30.0% | 加碼 |
| Cullen Capital Management LLC | 1,290,637 | $3.09 億 | 3.60% | −66,446−4.9% | 減碼 |
| Brown Advisory Inc | 1,263,204 | $3.03 億 | 0.38% | +1,915+0.2% | 加碼 |
| Gardner Russo & Quinn LLC大師Gardner Russo & Quinn | 1,261,709 | $3.02 億 | 3.42% | −178,998−12.4% | 減碼 |
| Treasurer of the State of North Carolina | 1,259,400 | $3.02 億 | 1.18% | −12,930−1.0% | 減碼 |
| Great Lakes Advisors, LLC | 1,217,007 | $2.92 億 | 2.50% | +46,877+4.0% | 加碼 |
| Public Employees Retirement System of Ohio | 1,213,214 | $2.91 億 | 1.00% | −106,106−8.0% | 減碼 |
| Nomura Asset Management Co Ltd | 1,210,220 | $2.90 億 | 0.87% | +35,622+3.0% | 加碼 |
| Comerica Bank | 1,204,581 | $2.89 億 | 1.16% | −36,339−2.9% | 減碼 |
| Commerce Bank | 1,203,140 | $2.88 億 | 1.78% | −16,540−1.4% | 減碼 |
| Glenmede Trust Co NA | 1,194,840 | $2.86 億 | 1.46% | −94,393−7.3% | 減碼 |
| Zacks Investment Management | 1,191,720 | $2.86 億 | 2.64% | −134,452−10.1% | 減碼 |
| Public Sector Pension Investment Board | 1,188,479 | $2.85 億 | 1.20% | +191,892+19.3% | 加碼 |
| Creative Planning | 1,179,960 | $2.83 億 | 0.28% | +40,845+3.6% | 加碼 |
| Regions Financial Corp | 1,158,011 | $2.78 億 | 2.04% | −12,825−1.1% | 減碼 |
| STRS Ohio | 1,148,661 | $2.75 億 | 1.09% | −83,313−6.8% | 減碼 |
| KLP Kapitalforvaltning AS | 1,080,632 | $2.59 億 | 1.23% | +1,080,632 | 新進 |
| Smead Capital Management, Inc. | 1,080,528 | $2.59 億 | 4.02% | −328,993−23.3% | 減碼 |
| Teacher Retirement System of Texas | 1,074,502 | $2.58 億 | 0.93% | +58,644+5.8% | 加碼 |
| Bradley Foster & Sargent Inc | 1,055,445 | $2.53 億 | 4.25% | +1,676+0.2% | 加碼 |
| State of New Jersey Common Pension Fund D | 1,048,689 | $2.51 億 | 1.01% | −8,386−0.8% | 減碼 |
| Loomis Sayles & Co L P | 1,040,126 | $2.49 億 | 0.31% | −42,841−4.0% | 減碼 |
| Northwestern Mutual Wealth Management Co | 1,028,164 | $2.46 億 | 0.21% | +34,510+3.5% | 加碼 |
| Paralel Advisors LLC | 1,028,000 | $2.46 億 | 10.51% | 00.0% | 不變 |
| Boston Trust Walden Corp | 1,027,602 | $2.46 億 | 1.73% | −13,401−1.3% | 減碼 |
| State of Tennessee, Treasury Department | 1,022,304 | $2.45 億 | 0.89% | −59,111−5.5% | 減碼 |
| Empower Advisory Group, LLC | 1,017,651 | $2.44 億 | 0.82% | +5,229+0.5% | 加碼 |
| DnB Asset Management AS | 1,008,419 | $2.42 億 | 1.05% | +115,406+12.9% | 加碼 |
| Rafferty Asset Management, LLC | 993,280 | $2.38 億 | 0.84% | +28,694+3.0% | 加碼 |
| Toronto Dominion Bank | 985,319 | $2.36 億 | 0.45% | −67,677−6.4% | 減碼 |
| Compagnie Lombard Odier SCmA | 984,035 | $2.36 億 | 3.48% | +48,704+5.2% | 加碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 982,594 | $2.36 億 | 1.32% | +982,594 | 新進 |
| Jarislowsky, Fraser Ltd | 972,123 | $2.33 億 | 1.36% | −7,703−0.8% | 減碼 |
| CIBC World Markets Corp | 967,703 | $2.32 億 | 1.36% | −63,455−6.2% | 減碼 |
| TD Waterhouse Canada Inc. | 966,485 | $2.32 億 | 1.87% | +46,809+5.1% | 加碼 |
| Retirement Systems of Alabama | 956,365 | $2.29 億 | 0.85% | −10,777−1.1% | 減碼 |
| Nisa Investment Advisors, LLC | 949,130 | $2.28 億 | 0.88% | −15,228−1.6% | 減碼 |
| Bristol John W & Co Inc | 934,568 | $2.24 億 | 3.68% | −21,085−2.2% | 減碼 |
| Axiom Investors LLC | 930,284 | $2.23 億 | 1.64% | +930,284 | 新進 |
| AQR Capital Management LLC | 911,026 | $2.18 億 | 0.28% | +128,884+16.5% | 加碼 |
| Cetera Investment Advisers | 898,632 | $2.15 億 | 0.45% | +16,658+1.9% | 加碼 |
| Westwood Holdings Group Inc. | 882,849 | $2.12 億 | 1.63% | −57,729−6.1% | 減碼 |
| Fullerton Fund Management Co Ltd. | 881,220 | $2.11 億 | 7.38% | +525,631+147.8% | 加碼 |
| Macquarie Group Ltd | 1,101,211 | $2.08 億 | 0.25% | +205,715+23.0% | 加碼 |
| MML Investors Services, LLC | 866,057 | $2.08 億 | 0.72% | +31,391+3.8% | 加碼 |
| Worldquant Millennium Advisors LLC | 858,101 | $2.06 億 | 1.33% | +567,305+195.1% | 加碼 |
| Resona Asset Management Co.,Ltd. | 854,807 | $2.05 億 | 1.21% | −54,414−6.0% | 減碼 |