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。
2026 年第 1 季 13F 持有人
JPMorgan Chase & Co 在 2026/3/31 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
- 5,102
- 較 2025 年第 4 季 +32 家
- 持有股數
- 19.5 億
- 較 2025 年第 4 季 +2.74 億 (+16.3%)
- 總市值
- $5,720 億
- 較 2025 年第 4 季 +$331.3 億 (+6.1%)
- 新進機構
- 208
- 另有 2,134 家加碼
- 清倉機構
- 176
- 另有 2,290 家減碼
另有 84 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 |
2026 年第 1 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 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 208,220,293 | $612.5 億 | 1.07% | −3,376,439−1.6% | 減碼 |
| Vanguard Capital Management LLC | 165,278,733 | $486.2 億 | 1.20% | +165,278,733 | 新進 |
| State Street Corp | 124,276,661 | $365.6 億 | 1.26% | −1,065,474−0.9% | 減碼 |
| Morgan Stanley | 68,544,442 | $201.6 億 | 1.21% | +2,159,174+3.3% | 加碼 |
| Bank of America Corp | 65,660,460 | $193.1 億 | 1.41% | +8,941,351+15.8% | 加碼 |
| Vanguard Portfolio Management LLC | 65,580,826 | $192.9 億 | 1.01% | +65,580,826 | 新進 |
| Geode Capital Management, LLC | 62,550,814 | $183.4 億 | 1.14% | +1,282,126+2.1% | 加碼 |
| FMR LLC | 31,433,969 | $92.5 億 | 0.49% | −4,266,750−12.0% | 減碼 |
| Northern Trust Corp | 31,221,042 | $91.8 億 | 1.21% | −451,720−1.4% | 減碼 |
| Price T Rowe Associates Inc | 27,487,323 | $80.9 億 | 0.93% | −455,026−1.6% | 減碼 |
| Capital Research Global Investors | 27,413,395 | $80.6 億 | 1.25% | +5,483,088+25.0% | 加碼 |
| Royal Bank of Canada | 23,892,148 | $70.3 億 | 1.33% | −183,240−0.8% | 減碼 |
| Goldman Sachs Group Inc | 23,448,974 | $69.0 億 | 0.91% | +1,671,304+7.7% | 加碼 |
| Wells Fargo & Company | 23,000,631 | $67.7 億 | 1.35% | −85,269−0.4% | 減碼 |
| Bank of New York Mellon Corp | 21,102,442 | $62.1 億 | 1.14% | −2,322,040−9.9% | 減碼 |
| UBS Group AG | 19,111,750 | $56.2 億 | 1.00% | +216,115+1.1% | 加碼 |
| Charles Schwab Investment Management Inc | 19,101,113 | $56.2 億 | 0.86% | +353,294+1.9% | 加碼 |
| Dimensional Fund Advisors LP | 18,968,884 | $55.8 億 | 1.16% | +607,288+3.3% | 加碼 |
| Legal & General Group Plc | 18,847,278 | $55.4 億 | 1.28% | −172,286−0.9% | 減碼 |
| UBS Asset Management Americas Inc | 18,698,779 | $55.0 億 | 1.14% | +2,296,908+14.0% | 加碼 |
| Ameriprise Financial Inc | 17,103,080 | $50.3 億 | 1.17% | −2,249,514−11.6% | 減碼 |
| Fisher Asset Management, LLC | 17,020,065 | $50.1 億 | 1.70% | +1,001,409+6.3% | 加碼 |
| SG Americas Securities, LLC | 15,599,956 | $45.9 億 | 5.06% | +9,381,752+150.9% | 加碼 |
| Capital World Investors | 15,421,463 | $45.4 億 | 0.62% | −2,719,609−15.0% | 減碼 |
| Nuveen, LLC | 15,065,123 | $44.3 億 | 1.20% | +289,721+2.0% | 加碼 |
| Franklin Resources Inc | 15,025,584 | $44.2 億 | 1.08% | +2,605,054+21.0% | 加碼 |
| Massachusetts Financial Services Co | 14,662,099 | $43.3 億 | 1.46% | −857,306−5.5% | 減碼 |
| Raymond James Financial Inc | 14,483,337 | $42.5 億 | 1.31% | +34,894+0.2% | 加碼 |
| Vanguard Fiduciary Trust Co | 14,102,375 | $41.5 億 | 1.05% | +14,102,375 | 新進 |
| Capital International Investors | 12,605,169 | $37.0 億 | 0.87% | −14,020,856−52.7% | 減碼 |
| Barclays PLC | 12,411,127 | $36.5 億 | 1.30% | +2,661,354+27.3% | 加碼 |
| Invesco Ltd. | 12,348,261 | $36.3 億 | 0.35% | −2,100,636−14.5% | 減碼 |
| Deutsche Bank AG | 8,311,386 | $24.4 億 | 0.81% | −1,879,208−18.4% | 減碼 |
| Neuberger Berman Group LLC | 7,886,541 | $23.2 億 | 1.77% | −327,973−4.0% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7,564,432 | $22.3 億 | 2.03% | −1,567,668−17.2% | 減碼 |
| Envestnet Asset Management Inc | 7,190,378 | $21.2 億 | 0.57% | +411,820+6.1% | 加碼 |
| Boston Partners | 7,053,020 | $20.8 億 | 2.17% | −178,976−2.5% | 減碼 |
| BNP Paribas Arbitrage, SA | 7,041,516 | $20.7 億 | 1.36% | −873,271−11.0% | 減碼 |
| Amundi | 6,968,496 | $20.5 億 | 0.56% | +217,543+3.2% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 6,944,004 | $20.4 億 | 3.37% | +1,662,250+31.5% | 加碼 |
| Baird Financial Group, Inc. | 6,687,348 | $19.7 億 | 3.07% | +111,187+1.7% | 加碼 |
| HSBC Holdings PLC | 6,675,235 | $19.6 億 | 1.17% | −889,500−11.8% | 減碼 |
| The PNC Financial Services Group, Inc. | 6,659,286 | $19.6 億 | 1.13% | −85,681−1.3% | 減碼 |
| Canada Pension Plan Investment Board | 6,524,314 | $19.2 億 | 1.24% | +950,958+17.1% | 加碼 |
| Schroder Investment Management Group | 6,540,446 | $18.6 億 | 1.52% | −73,502−1.1% | 減碼 |
| California Public Employees Retirement System | 6,308,333 | $18.6 億 | 1.14% | −452,986−6.7% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 6,234,859 | $18.3 億 | 1.23% | +367,275+6.3% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 6,110,549 | $18.0 億 | 1.16% | −364,413−5.6% | 減碼 |
| Alliancebernstein L.P. | 5,192,793 | $16.7 億 | 0.54% | −233,400−4.3% | 減碼 |
| Bank of Montreal | 5,555,718 | $16.3 億 | 0.69% | −275,821−4.7% | 減碼 |
| National Pension Service | 5,513,297 | $16.2 億 | 1.23% | +104,307+1.9% | 加碼 |
| Vanguard Global Advisers, LLC | 5,460,327 | $16.1 億 | 0.86% | +5,460,327 | 新進 |
| LPL Financial LLC | 5,390,938 | $15.9 億 | 0.42% | −68,886−1.3% | 減碼 |
| Principal Financial Group Inc | 4,961,596 | $14.6 億 | 0.78% | −172,687−3.4% | 減碼 |
| JPMorgan Chase & Co | 5,057,631 | $14.4 億 | 0.10% | +131,262+2.7% | 加碼 |
| Vanguard Asset Management, Ltd | 4,809,904 | $14.1 億 | 1.21% | +4,809,904 | 新進 |
| Unisphere Establishment | 4,800,000 | $14.1 億 | 11.88% | 00.0% | 不變 |
| Rhumbline Advisers | 4,613,123 | $13.6 億 | 1.16% | −95,710−2.0% | 減碼 |
| Swedbank AB | 4,607,397 | $13.6 億 | 1.42% | −117,929−2.5% | 減碼 |
| Bessemer Group Inc | 4,460,709 | $13.1 億 | 2.06% | −237,830−5.1% | 減碼 |
| CIBC Bancorp USA Inc. | 4,378,303 | $12.9 億 | 1.74% | +4,378,303 | 新進 |
| TD Asset Management Inc | 4,376,725 | $12.9 億 | 1.04% | −554,991−11.3% | 減碼 |
| Clearbridge Investments, LLC | 4,315,350 | $12.7 億 | 1.10% | −306,193−6.6% | 減碼 |
| Janus Henderson Group PLC | 4,175,138 | $12.3 億 | 0.59% | −18,473−0.4% | 減碼 |
| California State Teachers Retirement System | 4,132,836 | $12.2 億 | 1.29% | −127,806−3.0% | 減碼 |
| Sanders Capital, LLC | 3,896,565 | $11.5 億 | 1.37% | −408,928−9.5% | 減碼 |
| Stifel Financial Corp | 3,849,282 | $11.3 億 | 1.04% | −51,005−1.3% | 減碼 |
| Wellington Management Group LLP | 3,825,728 | $11.3 億 | 0.21% | −6,565,981−63.2% | 減碼 |
| Citigroup Inc | 3,764,798 | $11.1 億 | 0.70% | +772,781+25.8% | 加碼 |
| American Century Companies Inc | 3,731,520 | $11.0 億 | 0.57% | +24,201+0.7% | 加碼 |
| National Bank of Canada | 3,696,591 | $10.9 億 | 1.11% | +915,264+32.9% | 加碼 |
| Voya Investment Management LLC | 3,682,091 | $10.8 億 | 1.13% | +609,552+19.8% | 加碼 |
| Nordea Investment Management AB | 3,636,099 | $10.5 億 | 0.98% | +70,053+2.0% | 加碼 |
| US Bancorp | 3,519,784 | $10.4 億 | 1.26% | −64,291−1.8% | 減碼 |
| DekaBank Deutsche Girozentrale | 3,427,167 | $10.3 億 | 1.69% | 00.0% | 不變 |
| D. E. Shaw & Co., Inc. | 3,458,040 | $10.2 億 | 0.80% | +3,038,807+724.8% | 加碼 |
| Primecap Management Co | 3,403,527 | $10.0 億 | 0.79% | −203,360−5.6% | 減碼 |
| Two Sigma Investments, LP | 3,310,888 | $9.74 億 | 0.81% | +2,913,874+733.9% | 加碼 |
| Fifth Third Bancorp | 3,307,677 | $9.73 億 | 1.78% | +1,053,505+46.7% | 加碼 |
| New York State Common Retirement Fund | 3,194,329 | $9.40 億 | 1.31% | −48,880−1.5% | 減碼 |
| CI Private Wealth, LLC | 3,156,561 | $9.28 億 | 1.33% | −328,266−9.4% | 減碼 |
| Fayez Sarofim & Co | 3,129,122 | $9.20 億 | 2.36% | −48,122−1.5% | 減碼 |
| Acadian Asset Management LLC | 3,127,513 | $9.20 億 | 1.31% | +217,801+7.5% | 加碼 |
| Colony Group, LLC | 3,107,487 | $9.15 億 | 1.02% | +99,924+3.3% | 加碼 |
| Truist Financial Corp | 3,108,545 | $9.14 億 | 1.23% | +102,077+3.4% | 加碼 |
| Allianz Asset Management GmbH | 3,101,015 | $9.12 億 | 1.05% | −131,658−4.1% | 減碼 |
| Aviva PLC | 3,099,451 | $9.12 億 | 1.53% | +79,373+2.6% | 加碼 |
| Mariner, LLC | 3,085,976 | $9.08 億 | 1.06% | +57,338+1.9% | 加碼 |
| Ensign Peak Advisors, Inc | 3,020,438 | $8.88 億 | 1.66% | +45,314+1.5% | 加碼 |
| Robeco Institutional Asset Management B.V. | 3,006,428 | $8.84 億 | 1.26% | −770,350−20.4% | 減碼 |
| APG Asset Management N.V. | 3,362,145 | $8.58 億 | 2.72% | +475,936+16.5% | 加碼 |
| Capital Wealth Planning, LLC | 2,873,074 | $8.45 億 | 4.66% | +417,179+17.0% | 加碼 |
| Bank of Nova Scotia | 2,870,768 | $8.44 億 | 1.48% | +897,081+45.5% | 加碼 |
| Axiom Investors LLC | 2,856,017 | $8.40 億 | 9.35% | +231,900+8.8% | 加碼 |
| FIL Ltd | 2,855,750 | $8.40 億 | 0.65% | −139,644−4.7% | 減碼 |
| Rathbone Brothers plc | 2,715,472 | $7.99 億 | 3.19% | −22,135−0.8% | 減碼 |
| T. Rowe Price Investment Management, Inc. | 2,712,640 | $7.98 億 | 0.55% | +2,477,991+1,056.0% | 加碼 |
| Viking Global Investors LP大師維京全球投資 | 2,704,018 | $7.95 億 | 2.23% | +798,036+41.9% | 加碼 |
| CIBC World Markets Inc. | 2,690,763 | $7.92 億 | 1.39% | +707,383+35.7% | 加碼 |
| HighTower Advisors, LLC | 2,662,407 | $7.83 億 | 0.83% | −9,763−0.4% | 減碼 |