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
- 4,680
- 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 1,943 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 |
|---|---|---|---|---|---|
| Kovitz Investment Group Partners, LLC | 849,987 | $2.04 億 | 1.00% | +39,178+4.8% | 加碼 |
| Arizona State Retirement System | 827,612 | $1.98 億 | 1.21% | +4,235+0.5% | 加碼 |
| Advisor Group Holdings, Inc. | 901,297 | $1.97 億 | 0.44% | +17,772+2.0% | 加碼 |
| Vaughan Nelson Investment Management, L.P. | 819,710 | $1.96 億 | 1.83% | −298,967−26.7% | 減碼 |
| Tredje AP-fonden | 818,456 | $1.96 億 | 1.76% | −28,045−3.3% | 減碼 |
| RE Advisers Corp | 804,036 | $1.93 億 | 4.65% | +13,400+1.7% | 加碼 |
| Jane Street Group, LLC | 799,891 | $1.92 億 | 0.31% | +643,444+411.3% | 加碼 |
| SEI Investments Co | 792,666 | $1.90 億 | 0.24% | −10,822−1.3% | 減碼 |
| Actiam N.V. | 791,764 | $1.90 億 | 2.91% | −2,849−0.4% | 減碼 |
| Panagora Asset Management Inc | 787,074 | $1.89 億 | 0.87% | −395,422−33.4% | 減碼 |
| Allspring Global Investments Holdings, LLC | 785,194 | $1.88 億 | 0.30% | −20,526−2.5% | 減碼 |
| Sanctuary Advisors, LLC | 701,283 | $1.88 億 | 1.19% | −15,046−2.1% | 減碼 |
| First Financial Bankshares Inc | 783,857 | $1.88 億 | 4.06% | −14,113−1.8% | 減碼 |
| Calamos Advisors LLC | 766,894 | $1.84 億 | 0.85% | +24,947+3.4% | 加碼 |
| ProShare Advisors LLC | 766,428 | $1.84 億 | 0.42% | +104,413+15.8% | 加碼 |
| Employees Retirement System of Texas | 765,800 | $1.84 億 | 1.57% | 00.0% | 不變 |
| Ferguson Wellman Capital Management, Inc | 764,950 | $1.83 億 | 3.49% | −2,714−0.4% | 減碼 |
| State of Michigan Retirement System | 764,131 | $1.83 億 | 0.95% | −10,700−1.4% | 減碼 |
| Douglas Lane & Associates, LLC | 764,012 | $1.83 億 | 2.58% | −27,933−3.5% | 減碼 |
| Candriam Luxembourg S.C.A. | 763,517 | $1.83 億 | 1.05% | +222,056+41.0% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 761,467 | $1.83 億 | 2.65% | −8,025−1.0% | 減碼 |
| Captrust Financial Advisors | 755,654 | $1.81 億 | 0.52% | +21,279+2.9% | 加碼 |
| DJE Kapital AG | 752,296 | $1.80 億 | 4.21% | +752,296 | 新進 |
| MetLife Investment Management | 745,082 | $1.79 億 | 0.97% | +4,879+0.7% | 加碼 |
| LSV Asset Management | 739,868 | $1.77 億 | 0.41% | −35,032−4.5% | 減碼 |
| Forsta Ap-Fonden | 739,600 | $1.77 億 | 1.26% | −1,800−0.2% | 減碼 |
| Quilter Plc | 734,987 | $1.76 億 | 3.48% | −23,458−3.1% | 減碼 |
| James Hambro & Partners | 732,869 | $1.76 億 | 6.94% | −12,767−1.7% | 減碼 |
| Stonegate Investment Group, LLC | 714,076 | $1.71 億 | 4.57% | −16,124−2.2% | 減碼 |
| Capital Group Private Client Services, Inc. | 709,602 | $1.70 億 | 1.56% | −34,281−4.6% | 減碼 |
| Kames Capital plc | 701,910 | $1.68 億 | 2.22% | −6,035−0.9% | 減碼 |
| Gateway Investment Advisers LLC | 702,459 | $1.68 億 | 1.87% | −3220.0% | 減碼 |
| Welch & Forbes LLC | 698,451 | $1.67 億 | 2.15% | −4,026−0.6% | 減碼 |
| D. E. Shaw & Co., Inc. | 694,771 | $1.67 億 | 0.18% | −383,283−35.6% | 減碼 |
| Clark Capital Management Group, Inc. | 688,079 | $1.65 億 | 1.15% | −68,727−9.1% | 減碼 |
| AXA S.A. | 685,704 | $1.64 億 | 0.50% | −20,952−3.0% | 減碼 |
| EP Wealth Advisors, LLC | 684,934 | $1.64 億 | 1.34% | −9,245−1.3% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 697,226 | $1.64 億 | 0.67% | +4,417+0.6% | 加碼 |
| Corebridge Financial, Inc. | 673,774 | $1.62 億 | 0.87% | −11,465−1.7% | 減碼 |
| HRT Financial LP | 668,698 | $1.60 億 | 0.83% | +270,805+68.1% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 664,775 | $1.59 億 | 1.63% | −11,327−1.7% | 減碼 |
| Davis Selected Advisers | 657,723 | $1.58 億 | 0.92% | −741,805−53.0% | 減碼 |
| Evercore Wealth Management, LLC | 650,873 | $1.56 億 | 2.34% | −5,275−0.8% | 減碼 |
| Thornburg Investment Management Inc | 649,220 | $1.56 億 | 2.06% | −353,487−35.3% | 減碼 |
| Groupama Asset Managment | 648,241 | $1.55 億 | 3.17% | +219,227+51.1% | 加碼 |
| GWM Advisors LLC | 643,658 | $1.54 億 | 0.93% | +38,569+6.4% | 加碼 |
| Steward Partners Investment Advisory, LLC | 636,912 | $1.53 億 | 1.35% | +20,088+3.3% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 633,200 | $1.52 億 | 1.02% | +7,100+1.1% | 加碼 |
| Atalanta Sosnoff Capital, LLC | 623,079 | $1.49 億 | 3.25% | −7,224−1.1% | 減碼 |
| Peapack Gladstone Financial Corp | 617,839 | $1.48 億 | 2.15% | −8,262−1.3% | 減碼 |
| Pzena Investment Management LLC | 616,767 | $1.48 億 | 0.50% | −267,583−30.3% | 減碼 |
| Assetmark, Inc | 614,566 | $1.47 億 | 0.40% | +56,588+10.1% | 加碼 |
| Czech National Bank | 610,723 | $1.46 億 | 1.36% | +31,238+5.4% | 加碼 |
| Whittier Trust Co | 609,496 | $1.46 億 | 1.92% | +1,823+0.3% | 加碼 |
| Agf Management Ltd | 604,477 | $1.45 億 | 0.72% | +51,042+9.2% | 加碼 |
| Jones Financial Companies LLLP | 601,772 | $1.44 億 | 0.14% | +156,741+35.2% | 加碼 |
| Private Advisor Group, LLC | 599,062 | $1.44 億 | 0.81% | +266,320+80.0% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 598,626 | $1.43 億 | 0.89% | −20,739−3.3% | 減碼 |
| Natixis | 598,605 | $1.43 億 | 0.97% | −371,255−38.3% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 597,395 | $1.43 億 | 1.51% | +196,750+49.1% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 596,971 | $1.43 億 | 0.48% | −5,414−0.9% | 減碼 |
| Oppenheimer Asset Management Inc. | 596,944 | $1.43 億 | 1.74% | −4,410−0.7% | 減碼 |
| Davenport & Co LLC | 589,648 | $1.41 億 | 0.83% | +540.0% | 加碼 |
| Pinnacle Financial Partners Inc | 621,203 | $1.41 億 | 2.85% | −5,717−0.9% | 減碼 |
| Williams Jones Wealth Management, LLC. | 574,824 | $1.38 億 | 1.66% | −3,017−0.5% | 減碼 |
| Los Angeles Capital Management LLC | 573,387 | $1.37 億 | 0.56% | −85,594−13.0% | 減碼 |
| Nissay Asset Management Corp | 564,729 | $1.36 億 | 0.83% | +44,993+8.7% | 加碼 |
| Factory Mutual Insurance Co | 566,725 | $1.36 億 | 1.47% | −25,700−4.3% | 減碼 |
| Mercer Global Advisors Inc | 563,544 | $1.35 億 | 0.33% | −143,307−20.3% | 減碼 |
| AMF Pensionsforsakring AB | 562,951 | $1.35 億 | 0.96% | +89,166+18.8% | 加碼 |
| Federation des caisses Desjardins du Quebec | 550,301 | $1.32 億 | 0.67% | +39,119+7.7% | 加碼 |
| British Columbia Investment Management Corp | 544,830 | $1.31 億 | 0.78% | +65,675+13.7% | 加碼 |
| Amalgamated Bank | 540,822 | $1.30 億 | 1.06% | −21,689−3.9% | 減碼 |
| Bridges Investment Management Inc | 540,393 | $1.30 億 | 1.81% | −11,928−2.2% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 537,475 | $1.29 億 | 1.09% | +39,362+7.9% | 加碼 |
| Commerzbank Aktiengesellschaft | 535,288 | $1.28 億 | 3.09% | +20,845+4.1% | 加碼 |
| Capital International Inc | 529,004 | $1.27 億 | 1.50% | +20,951+4.1% | 加碼 |
| IFM Investors Pty Ltd | 528,396 | $1.27 億 | 1.29% | −49,949−8.6% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 518,764 | $1.26 億 | 1.51% | +200,346+62.9% | 加碼 |
| LGT Group Foundation | 525,801 | $1.26 億 | 1.95% | +14,300+2.8% | 加碼 |
| Kestra Advisory Services, LLC | 524,974 | $1.26 億 | 0.69% | −111,381−17.5% | 減碼 |
| TCW Group Inc | 520,386 | $1.25 億 | 1.05% | −12,412−2.3% | 減碼 |
| CIBC Asset Management Inc | 520,041 | $1.25 億 | 0.41% | +21,666+4.3% | 加碼 |
| QRG Capital Management, Inc. | 502,566 | $1.20 億 | 1.24% | +16,384+3.4% | 加碼 |
| Junto Capital Management LP | 501,640 | $1.20 億 | 2.40% | +501,640 | 新進 |
| Employees Provident Fund Board | 500,000 | $1.20 億 | 1.49% | −33,677−6.3% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 496,090 | $1.19 億 | 0.10% | −6,034,965−92.4% | 減碼 |
| Capital Advisors Inc | 489,783 | $1.17 億 | 2.34% | +4,533+0.9% | 加碼 |
| Sapient Capital LLC | 478,094 | $1.15 億 | 2.19% | +10,621+2.3% | 加碼 |
| Tiaa Trust, National Association | 477,396 | $1.14 億 | 0.35% | −32,247−6.3% | 減碼 |
| Umb Bank N A | 476,719 | $1.14 億 | 1.81% | −7,817−1.6% | 減碼 |
| ABN AMRO Bank N.V. | 474,955 | $1.13 億 | 1.52% | +95,631+25.2% | 加碼 |
| Basswood Capital Management, L.L.C. | 469,496 | $1.13 億 | 6.56% | 00.0% | 不變 |
| Crawford Investment Counsel Inc | 467,816 | $1.12 億 | 2.02% | −18,998−3.9% | 減碼 |
| Financial Counselors Inc | 467,165 | $1.12 億 | 1.63% | −3,215−0.7% | 減碼 |
| Staley Capital Advisers Inc | 466,358 | $1.12 億 | 4.96% | −13,025−2.7% | 減碼 |
| Utah Retirement Systems | 466,069 | $1.12 億 | 1.23% | −8,300−1.7% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 465,360 | $1.11 億 | 1.15% | +111,171+31.4% | 加碼 |
| Zurich Insurance Group Ltd | 461,534 | $1.11 億 | 0.90% | +75,115+19.4% | 加碼 |
| Ilmarinen Mutual Pension Insurance Co | 457,869 | $1.10 億 | 0.94% | +123,300+36.9% | 加碼 |