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。
2025 年第 1 季 13F 持有人
JPMorgan Chase & Co 在 2025/3/31 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
- 4,679
- 較 2024 年第 4 季 +77 家
- 持有股數
- 20.2 億
- 較 2024 年第 4 季 −613.9 萬 (−0.3%)
- 總市值
- $4,946 億
- 較 2024 年第 4 季 +$99.1 億 (+2.0%)
- 新進機構
- 207
- 另有 1,874 家加碼
- 清倉機構
- 130
- 另有 2,140 家減碼
另有 77 家機構在 2024 年第 4 季持有、還沒有申報 2025 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 |
2025 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 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 272,796,588 | $669.2 億 | 1.21% | +412,541+0.2% | 加碼 |
| BlackRock, Inc. | 208,215,538 | $510.8 億 | 1.08% | +1,527,298+0.7% | 加碼 |
| State Street Corp | 127,518,423 | $312.8 億 | 1.29% | +232,965+0.2% | 加碼 |
| Morgan Stanley | 69,354,784 | $170.1 億 | 1.22% | +510,135+0.7% | 加碼 |
| Geode Capital Management, LLC | 60,829,111 | $148.7 億 | 1.17% | +1,608,508+2.7% | 加碼 |
| Bank of America Corp | 47,585,655 | $116.7 億 | 1.04% | −1,808,000−3.7% | 減碼 |
| FMR LLC | 47,005,308 | $115.3 億 | 0.74% | −1,202,958−2.5% | 減碼 |
| Norges Bank | 34,922,622 | $85.7 億 | 1.20% | +252,043+0.7% | 加碼 |
| Northern Trust Corp | 33,118,098 | $81.2 億 | 1.21% | −727,578−2.1% | 減碼 |
| Price T Rowe Associates Inc | 28,907,315 | $70.9 億 | 0.87% | −786,629−2.6% | 減碼 |
| Capital International Investors | 28,778,237 | $70.6 億 | 1.39% | −4,055,246−12.4% | 減碼 |
| Capital World Investors | 25,178,569 | $61.8 億 | 1.00% | −3,695,363−12.8% | 減碼 |
| Bank of New York Mellon Corp | 24,801,153 | $60.8 億 | 1.21% | +454,226+1.9% | 加碼 |
| Wells Fargo & Company | 23,997,430 | $58.9 億 | 1.42% | −239,380−1.0% | 減碼 |
| Wellington Management Group LLP | 23,865,573 | $58.5 億 | 1.13% | −5,465,035−18.6% | 減碼 |
| Royal Bank of Canada | 23,341,904 | $57.3 億 | 1.28% | +308,081+1.3% | 加碼 |
| Ameriprise Financial Inc | 22,419,005 | $55.0 億 | 1.49% | −125,711−0.6% | 減碼 |
| UBS Group AG | 21,966,473 | $53.9 億 | 1.19% | +2,005,186+10.0% | 加碼 |
| Capital Research Global Investors | 21,395,315 | $52.5 億 | 1.14% | −1,445,718−6.3% | 減碼 |
| Dimensional Fund Advisors LP | 20,098,773 | $49.3 億 | 1.23% | −1,193,576−5.6% | 減碼 |
| Goldman Sachs Group Inc | 19,891,982 | $48.8 億 | 0.93% | −428,247−2.1% | 減碼 |
| Charles Schwab Investment Management Inc | 19,846,063 | $48.7 億 | 0.91% | −257,000−1.3% | 減碼 |
| Legal & General Group Plc | 18,950,050 | $46.5 億 | 1.27% | +339,387+1.8% | 加碼 |
| UBS Asset Management Americas Inc | 18,441,044 | $45.2 億 | 1.16% | +890,553+5.1% | 加碼 |
| Fisher Asset Management, LLC | 18,369,132 | $45.1 億 | 1.95% | +967,696+5.6% | 加碼 |
| Massachusetts Financial Services Co | 18,197,070 | $44.6 億 | 1.48% | −3,634,020−16.6% | 減碼 |
| Nuveen, LLC | 16,195,706 | $39.7 億 | 1.25% | +16,195,706 | 新進 |
| Raymond James Financial Inc | 14,618,167 | $35.9 億 | 1.35% | −37,232−0.3% | 減碼 |
| Invesco Ltd. | 13,754,558 | $33.7 億 | 0.64% | +547,110+4.1% | 加碼 |
| Franklin Resources Inc | 13,252,097 | $32.5 億 | 0.94% | −432,689−3.2% | 減碼 |
| Barclays PLC | 12,059,533 | $29.6 億 | 1.34% | +4,051,792+50.6% | 加碼 |
| Deutsche Bank AG | 10,938,032 | $26.8 億 | 1.06% | −1,572,031−12.6% | 減碼 |
| Neuberger Berman Group LLC | 8,843,276 | $21.7 億 | 1.82% | −267,344−2.9% | 減碼 |
| Sanders Capital, LLC | 7,765,918 | $19.0 億 | 2.85% | −484,451−5.9% | 減碼 |
| HSBC Holdings PLC | 7,491,760 | $18.3 億 | 1.22% | +209,506+2.9% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7,447,784 | $18.3 億 | 2.13% | −3,237,026−30.3% | 減碼 |
| Boston Partners | 7,352,967 | $18.0 億 | 2.18% | −1,010,030−12.1% | 減碼 |
| Envestnet Asset Management Inc | 7,077,702 | $17.4 億 | 0.56% | −5,661−0.1% | 減碼 |
| The PNC Financial Services Group, Inc. | 6,789,550 | $16.7 億 | 0.87% | −44,673−0.7% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 6,721,963 | $16.5 億 | 1.17% | −76,448−1.1% | 減碼 |
| Clearbridge Investments, LLC | 6,267,625 | $15.4 億 | 1.34% | −441,785−6.6% | 減碼 |
| Baird Financial Group, Inc. | 6,106,370 | $15.0 億 | 2.88% | +139,669+2.3% | 加碼 |
| Bank of Montreal | 6,099,772 | $15.0 億 | 0.80% | −779,177−11.3% | 減碼 |
| California Public Employees Retirement System | 5,938,814 | $14.6 億 | 1.02% | −303,484−4.9% | 減碼 |
| Schroder Investment Management Group | 5,903,964 | $14.3 億 | 1.45% | −234,844−3.8% | 減碼 |
| Alliancebernstein L.P. | 5,495,204 | $13.5 億 | 0.49% | −613,940−10.0% | 減碼 |
| Bessemer Group Inc | 5,441,020 | $13.3 億 | 2.39% | −381,344−6.5% | 減碼 |
| Principal Financial Group Inc | 5,418,498 | $13.3 億 | 0.75% | −160,088−2.9% | 減碼 |
| Amundi | 5,766,026 | $13.2 億 | 0.48% | +452,589+8.5% | 加碼 |
| Citigroup Inc | 5,329,090 | $13.1 億 | 0.99% | +963,908+22.1% | 加碼 |
| National Pension Service | 5,199,183 | $12.8 億 | 1.23% | +121,786+2.4% | 加碼 |
| Rhumbline Advisers | 5,113,805 | $12.5 億 | 1.17% | −58,452−1.1% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 5,099,724 | $12.5 億 | 1.15% | +465,347+10.0% | 加碼 |
| TD Asset Management Inc | 5,068,154 | $12.4 億 | 1.14% | +108,675+2.2% | 加碼 |
| Primecap Management Co | 5,048,380 | $12.4 億 | 1.02% | −271,070−5.1% | 減碼 |
| BNP Paribas Arbitrage, SA | 4,991,496 | $12.2 億 | 0.94% | +1,194,837+31.5% | 加碼 |
| Unisphere Establishment | 4,826,000 | $11.8 億 | 10.34% | −501,000−9.4% | 減碼 |
| JPMorgan Chase & Co | 4,570,228 | $11.2 億 | 0.09% | +137,468+3.1% | 加碼 |
| National Bank of Canada | 4,518,740 | $11.1 億 | 1.30% | +1,388,991+44.4% | 加碼 |
| Janus Henderson Group PLC | 4,476,861 | $10.9 億 | 0.60% | +294,700+7.0% | 加碼 |
| California State Teachers Retirement System | 4,392,751 | $10.8 億 | 1.33% | −56,986−1.3% | 減碼 |
| LPL Financial LLC | 4,391,622 | $10.8 億 | 0.42% | +374,330+9.3% | 加碼 |
| American Century Companies Inc | 4,279,194 | $10.5 億 | 0.64% | +244,656+6.1% | 加碼 |
| Canada Pension Plan Investment Board | 4,166,815 | $10.2 億 | 0.99% | +307,855+8.0% | 加碼 |
| Stifel Financial Corp | 4,112,754 | $10.1 億 | 1.07% | −43,386−1.0% | 減碼 |
| US Bancorp | 3,799,203 | $9.32 億 | 1.25% | −49,889−1.3% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 3,713,398 | $9.11 億 | 2.02% | +76,244+2.1% | 加碼 |
| Fayez Sarofim & Co | 3,636,329 | $8.99 億 | 2.23% | −133,524−3.5% | 減碼 |
| New York State Common Retirement Fund | 3,646,886 | $8.95 億 | 1.31% | −93,374−2.5% | 減碼 |
| Robeco Institutional Asset Management B.V. | 3,469,165 | $8.51 億 | 1.65% | −73,344−2.1% | 減碼 |
| Ensign Peak Advisors, Inc | 3,462,739 | $8.49 億 | 1.62% | −136,401−3.8% | 減碼 |
| DekaBank Deutsche Girozentrale | 3,429,115 | $8.23 億 | 1.61% | +1,948+0.1% | 加碼 |
| CI Private Wealth, LLC | 3,345,572 | $8.21 億 | 1.34% | −181,391−5.1% | 減碼 |
| Voya Investment Management LLC | 3,332,008 | $8.17 億 | 0.91% | −503,914−13.1% | 減碼 |
| Allianz Asset Management GmbH | 3,242,766 | $7.95 億 | 1.17% | +363,871+12.6% | 加碼 |
| Nordea Investment Management AB | 3,215,142 | $7.76 億 | 0.82% | +152,217+5.0% | 加碼 |
| FIL Ltd | 3,123,698 | $7.66 億 | 0.73% | +141,093+4.7% | 加碼 |
| Truist Financial Corp | 2,881,064 | $7.07 億 | 1.13% | +10,099+0.4% | 加碼 |
| CIBC Private Wealth Group, LLC | 3,250,085 | $7.05 億 | 1.49% | +7,297+0.2% | 加碼 |
| Rathbone Brothers plc | 2,845,039 | $6.98 億 | 3.37% | +8,467+0.3% | 加碼 |
| Mariner, LLC | 2,774,723 | $6.81 億 | 1.13% | +94,860+3.5% | 加碼 |
| Prudential Financial Inc | 2,728,875 | $6.69 億 | 0.95% | −151,642−5.3% | 減碼 |
| State Board of Administration of Florida Retirement System | 2,728,380 | $6.69 億 | 1.33% | −8000.0% | 減碼 |
| HighTower Advisors, LLC | 2,711,347 | $6.65 億 | 0.90% | −170,104−5.9% | 減碼 |
| Manufacturers Life Insurance Company, The | 2,672,001 | $6.55 億 | 0.62% | −5,735−0.2% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 2,650,344 | $6.50 億 | 1.36% | +555,090+26.5% | 加碼 |
| Great West Life Assurance Co | 2,607,016 | $6.41 億 | 1.13% | +3,397+0.1% | 加碼 |
| Mackenzie Financial Corp | 2,600,651 | $6.38 億 | 0.91% | −46,312−1.7% | 減碼 |
| APG Asset Management N.V. | 2,772,680 | $6.30 億 | 1.95% | +47,207+1.7% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 2,519,866 | $6.18 億 | 1.15% | −93,400−3.6% | 減碼 |
| Victory Capital Management Inc | 2,476,264 | $6.07 億 | 0.62% | −207,723−7.7% | 減碼 |
| Capital Wealth Planning, LLC | 2,457,408 | $6.03 億 | 5.23% | +57,269+2.4% | 加碼 |
| Royal London Asset Management Ltd | 2,330,624 | $5.72 億 | 1.35% | +136,354+6.2% | 加碼 |
| New York State Teachers Retirement System | 2,319,541 | $5.69 億 | 1.31% | −117,082−4.8% | 減碼 |
| Blair William & Co | 2,319,136 | $5.69 億 | 1.72% | −65,475−2.7% | 減碼 |
| Standard Life Aberdeen plc | 2,344,483 | $5.68 億 | 1.11% | +318,986+15.7% | 加碼 |
| Storebrand Asset Management AS | 2,310,426 | $5.67 億 | 1.84% | −129,182−5.3% | 減碼 |
| CIBC World Markets Inc. | 2,295,809 | $5.63 億 | 1.29% | +595,052+35.0% | 加碼 |
| Citadel Advisors LLC | 2,254,819 | $5.53 億 | 0.54% | +70,717+3.2% | 加碼 |
| Colony Group, LLC | 2,232,074 | $5.48 億 | 1.37% | −21,226−0.9% | 減碼 |