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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 5,158 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。

其他股別AMJBVYLDJPM.PCJPM.PDJPM.PJJPM.PKJPM.PLJPM.PM

2025 年第 1 季與 2024 年第 4 季比較

持有 JPMorgan Chase & Co 的機構從 2024 年第 4 季到 2025 年第 1 季的變化。

2025 年第 1 季全部持有人2024 年第 4 季全部持有人

JPM 的 13F 持有人：2024 年第 4 季與 2025 年第 1 季比較
項目2024 年第 4 季其中尚未申報 2025 年第 1 季2025 年第 1 季變化
持有家數4,680774,679+76
股數20.5 億2,226 萬20.2 億−614.1 萬 (−0.3%)
市值$4,900 億$53.4 億$4,946 億+$99.1 億 (+2.0%)

77 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 季：沒申報不算清倉，所以變化不計入它們。

新進機構（207 家）

2025 年第 1 季季末持有 JPMorgan Chase & Co、2024 年第 4 季季末沒有持有的機構。

依市值列出前 100 家，共 207 家。

2025 年第 1 季新進 JPM 的機構
機構股數市值佔組合 %
Nuveen, LLC16,195,706$39.7 億1.25%
Alecta Pensionsforsakring, Omsesidigt1,135,500$2.78 億1.56%
Samlyn Capital, LLC1,085,244$2.66 億4.39%
Qube Research & Technologies Ltd776,249$1.90 億0.30%
Virginia Retirement Systems Et Al599,738$1.47 億1.09%
ASR Vermogensbeheer N.V.515,437$1.26 億1.87%
Parnassus Investments373,822$9,170 萬0.22%
OP Asset Management Ltd295,220$7,242 萬1.22%
Caxton Associates LLP293,738$7,205 萬2.51%
Rakuten Investment Management, Inc.256,097$6,219 萬0.28%
Soros Fund Management LLC大師索羅斯基金管理230,963$5,666 萬1.01%
Tudor Investment Corp Et Al148,748$3,649 萬0.33%
ExodusPoint Capital Management, LP139,858$3,431 萬0.45%
AG2R la Mondiale Gestion D'Actifs124,574$3,289 萬1.78%
Shellback Capital, LP125,000$3,066 萬2.97%
Parkwood LLC112,109$2,750 萬2.69%
Trexquant Investment LP104,189$2,556 萬0.30%
Laurion Capital Management LP84,666$2,077 萬1.60%
Bridgewater Associates, LP82,467$2,023 萬0.09%
Banque Cantonale Vaudoise79,482$1,950 萬0.86%
VestGen Advisors, LLC63,659$1,562 萬0.71%
Covea Finance61,700$1,514 萬0.69%
Cardinal Point Capital Management, ULC60,888$1,494 萬1.37%
Brevan Howard Capital Management LP60,800$1,491 萬0.42%
SCS Capital Management LLC59,437$1,458 萬0.19%
Tairen Capital Ltd58,995$1,447 萬0.96%
Walter Public Investments Inc.58,324$1,431 萬2.67%
Exane Asset Management49,243$1,305 萬7.59%
Smithbridge Asset Management Inc46,549$1,142 萬2.12%
Moore Capital Management, LP43,171$1,059 萬0.35%
Alyeska Investment Group, L.P.42,994$1,055 萬0.04%
GW Henssler & Associates Ltd41,206$1,011 萬0.58%
Genus Capital Management Inc.37,353$916.3 萬1.33%
S-Bank Fund Management Ltd36,936$906.0 萬1.71%
Beutel, Goodman & Co Ltd.35,488$870.5 萬0.05%
Cinctive Capital Management LP34,566$847.9 萬0.68%
Private Wealth Asset Management, LLC32,232$790.6 萬1.14%
Advisor Resource Council35,103$760.0 萬0.61%
Qsemble Capital Management, LP27,180$666.7 萬0.71%
Caliber Wealth Management, LLC26,645$653.6 萬0.89%
Inscription Capital, LLC32,315$647.3 萬1.08%
Aquatic Capital Management LLC24,955$612.1 萬0.16%
Tounjian Advisory Partners, LLC24,284$595.7 萬1.12%
Ally Financial Inc.23,000$564.2 萬0.63%
Centre Asset Management, LLC22,560$553.4 萬1.42%
Governors Lane LP22,500$551.9 萬1.19%
Consolidated Capital Management, LLC21,083$517.2 萬2.15%
Itau Unibanco Holding S.A.20,394$500.3 萬0.19%
Teza Capital Management LLC18,481$453.3 萬2.07%
Graybill Bartz & Assoc Ltd18,050$442.8 萬1.52%
Alpine Bank Wealth Management17,776$436.0 萬0.70%
Marshall Wace, LLP17,700$434.2 萬0.01%
Strategic Planning, Inc.17,204$422.0 萬2.38%
Wills Financial Group LLC16,841$413.1 萬1.83%
Sweeney & Michel, LLC18,236$395.5 萬1.73%
Zions Bancorporation, National Association15,942$391.1 萬0.25%
Tower Trust & Investment Co15,569$380.8 萬3.07%
Cornerstone Enterprises, LLC15,107$370.6 萬2.26%
Hicks Capital Management LLC14,990$367.7 萬4.87%
Broadleaf Partners, LLC13,573$332.9 萬0.87%
Carmignac Gestion13,374$328.1 萬0.05%
Greenup Street Wealth Management LLC13,218$324.3 萬0.64%
Advisors Preferred, LLC12,500$304.6 萬0.41%
Q3 Asset Management11,815$289.8 萬1.98%
Sciencast Management LP11,012$270.1 萬0.62%
RedJay Asset Management Inc.11,000$269.8 萬1.46%
London & Capital Asset Management Ltd10,652$261.3 萬0.22%
SummitTX Capital, L.P.10,523$258.1 萬0.11%
Bayview Asset Management, LLC9,057$222.2 萬2.50%
Yukon Wealth Management, Inc.8,931$219.1 萬0.91%
Aigen Investment Management, LP8,748$214.6 萬0.34%
Cim, LLC8,666$212.6 萬0.32%
Lecap Asset Management Ltd8,595$210.8 萬0.49%
Terra Nova Asset Management LLC8,228$201.8 萬1.59%
SWP Investment Management LLC7,682$188.4 萬2.35%
Viewpoint Investment Partners Corp7,495$183.9 萬0.99%
Headlands Technologies LLC6,388$156.7 萬0.18%
Accuvest Global Advisors6,184$151.7 萬1.29%
Barden Capital Management, Inc.6,051$148.4 萬1.32%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.5,960$146.1 萬5.93%
Beaumont Capital Management, LLC5,900$144.7 萬1.07%
Quest Partners LLC5,633$138.2 萬0.15%
U S Global Investors Inc5,500$134.9 萬0.18%
QTR Family Wealth, LLC5,264$129.1 萬0.97%
Kingsman Wealth Management, Inc.5,192$127.4 萬0.93%
Pandora Wealth, Inc.5,187$127.2 萬0.84%
FORM Wealth Advisors, LLC5,115$125.5 萬0.17%
Brookwood Investment Group LLC4,938$121.1 萬0.21%
ISAM Funds (UK) Ltd4,740$116.3 萬0.57%
Camelot Portfolios, LLC4,696$115.2 萬0.71%
Capital Markets Trading UK LLP4,291$105.3 萬1.20%
Aspen Capital Management, LLC4,280$105.0 萬0.34%
111 Capital4,155$101.9 萬0.20%
Win Advisors, Inc4,004$98.2 萬0.50%
Future Fund LLC3,933$96.5 萬1.24%
Balance Wealth, LLC3,880$95.2 萬0.62%
BLI - Banque de Luxembourg Investments3,800$92.1 萬0.03%
Koss-Olinger Consulting, LLC3,734$91.6 萬0.08%
North Capital, Inc.3,666$89.9 萬0.85%
Mission Financial Group, LLC2,999$88.2 萬0.82%

清倉機構（131 家）

2024 年第 4 季季末持有 JPMorgan Chase & Co、2025 年第 1 季有申報但已經沒有持有的機構。

依市值列出前 100 家，共 131 家。

2025 年第 1 季清倉 JPM 的機構
機構2024 年第 4 季股數2024 年第 4 季市值
Discovery Capital Management, LLC331,900$7,956 萬
Consulta Ltd150,000$3,596 萬
Park Avenue Securities LLC139,906$3,354 萬
Cercano Management LLC124,024$2,973 萬
Wolverine Trading, LLC116,423$2,786 萬
Grand Jean Capital Management Inc95,627$2,292 萬
Mizuho Markets Americas LLC84,448$2,024 萬
VGI Partners Ltd74,593$1,788 萬
GFS Advisors, LLC48,516$1,163 萬
First Hawaiian Bank47,964$1,150 萬
Soros Capital Management LLC42,650$1,022 萬
International Assets Investment Management, LLC1,582,078$988.2 萬
Edgestream Partners, L.P.37,567$900.5 萬
Lombard Odier Asset Management (Europe) Ltd34,345$823.3 萬
Jain Global LLC33,119$793.9 萬
Hansen & Associates Financial Group, Inc.29,487$711.1 萬
Proequities, Inc.26,916$710.8 萬
Coppell Advisory Solutions LLC21,477$514.0 萬
WMS Partners, LLC19,114$458.2 萬
Stoneridge Investment Partners LLC18,917$453.5 萬
Jump Financial, LLC13,013$311.9 萬
Two Sigma Securities, LLC9,652$231.4 萬
Rezny Wealth Management, Inc.8,833$211.7 萬
Neo Ivy Capital Management7,995$191.6 萬
Herbst Group, LLC7,295$174.9 萬
Central Asset Investments & Management Holdings (HK) Ltd7,119$170.6 萬
Caz Investments LP6,600$158.2 萬
Bridgewealth Advisory Group, LLC5,560$153.6 萬
PCA Investment Advisory Services Inc.6,402$153.5 萬
Elser Financial Planning, Inc5,592$134.0 萬
Aster Capital Management (DIFC) Ltd5,485$131.5 萬
Angeles Investment Advisors, LLC5,416$129.8 萬
XTX Topco Ltd5,225$125.2 萬
Whalen Wealth Management Inc.5,190$124.4 萬
Steamboat Capital Partners, LLC4,981$119.4 萬
Meridian Management Co4,692$112.5 萬
Liberty Wealth Management LLC4,589$110.0 萬
Synergy Financial Management, LLC4,998$108.9 萬
Myriad Asset Management US LP4,482$107.4 萬
Napa Wealth Management4,250$101.9 萬
Silphium Asset Management Ltd4,240$101.6 萬
Maxi Investments CY Ltd4,091$98.1 萬
Connective Portfolio Management, LLC4,080$97.8 萬
Impact Partnership Wealth, LLC4,000$95.9 萬
Epacria Capital Partners, LLC4,000$95.9 萬
Taika Capital, LP3,903$93.6 萬
Miller Financial Services LLC3,593$86.1 萬
Farringdon Capital, Ltd.3,292$78.9 萬
Visionary Horizons, LLC3,254$78.0 萬
Capital CS Group, LLC3,075$73.7 萬
Hamilton Capital Partners, LLC2,881$69.1 萬
Morningstar Investment Management LLC2,852$68.4 萬
Wela Strategies, Inc.1,398$67.9 萬
Centered Wealth LLC dba Miller Equity Capital Advisors2,677$64.2 萬
Breakthru Advisory Services, LLC2,545$61.0 萬
Accredited Investor Services, LLC2,522$60.5 萬
Clear Street Markets LLC2,500$59.9 萬
Unigestion Holding SA2,500$59.9 萬
FFT Wealth Management LLC2,343$56.2 萬
Sovereign Investment Advisors, LLC2,328$55.8 萬
O'Neil Global Advisors, Inc.2,216$53.1 萬
Cook Wealth Management Group LLC1,893$50.3 萬
Nan Shan Life Insurance Co., Ltd.2,048$49.1 萬
Hill Investment Group Partners, LLC2,036$48.8 萬
Jacobson & Schmitt Advisors, LLC2,015$48.3 萬
XY Planning Network, Inc.1,958$46.9 萬
Permit Capital, LLC1,955$46.9 萬
Crestline Management, LP1,800$43.1 萬
Tobam1,732$41.5 萬
Rockport Wealth LLC1,639$37.9 萬
Stark Wealth Management LLC1,550$37.2 萬
Round Hill Asset Management1,527$36.6 萬
Waypoint Wealth Partners Inc.1,461$35.0 萬
Fieldview Capital Management, LLC1,456$34.9 萬
Dravo Bay LLC1,422$34.1 萬
PharVision Advisers, LLC1,376$33.0 萬
Hill Island Financial LLC1,354$32.5 萬
Absolute Gestao de Investimentos Ltda.1,353$32.4 萬
Family Wealth Group, LLC1,351$32.4 萬
FinDec Wealth Services, Inc.1,345$32.3 萬
Tolleson Wealth Management, Inc.1,325$31.8 萬
Fortress Wealth Management, Inc.1,316$31.5 萬
Silver Oak Wealth Advisors Services, LLC520$29.5 萬
Kingdom Financial Group LLC.1,194$28.6 萬
Scholtz & Company, LLC1,191$28.5 萬
TABR Capital Management, LLC1,070$25.7 萬
Advus Financial Partners, LLC1,009$24.2 萬
Weybosset Research & Management LLC1,000$24.0 萬
Windward Capital Management Co1,000$24.0 萬
Shay Capital LLC1,000$24.0 萬
Hedges Asset Management LLC1,000$24.0 萬
Oak Wealth Advisors LLC990$23.7 萬
Corbyn Investment Management Inc988$23.7 萬
Eight 31 Financial LLC976$23.4 萬
Aufman Associates Inc971$23.3 萬
M. Kulyk & Associates, LLC952$22.8 萬
Monograph Wealth Advisors, LLC938$22.5 萬
Old Mission Capital LLC937$22.5 萬
Dimension Capital Management LLC934$22.4 萬
Mizuho Bank, Ltd.920$22.1 萬

尚未申報 2025 年第 1 季的機構（77 家）

2024 年第 4 季季末持有 JPMorgan Chase & Co、還沒有申報 2025 年第 1 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2024 年第 4 季持有 JPM、尚未申報 2025 年第 1 季的機構
機構2024 年第 4 季股數2024 年第 4 季市值
Nuveen Asset Management, LLC15,966,240$38.3 億
Swedbank AB4,127,198$9.89 億
Global Frontier Investments LLC379,000$9,085 萬
Madison Investment Advisors, LLC159,007$3,812 萬
Natixis Investment Managers International142,585$3,418 萬
Edge Capital Group, LLC108,854$2,609 萬
Wetherby Asset Management Inc88,488$2,121 萬
Global Retirement Partners, LLC88,252$2,115 萬
Boston Financial Mangement LLC78,707$1,887 萬
Eagle Ridge Investment Management69,862$1,675 萬
Avitas Wealth Management LLC69,127$1,657 萬
Strategic Wealth Partners, Ltd.59,329$1,639 萬
Dorchester Wealth Management Co58,741$1,408 萬
Access Investment Management LLC50,000$1,199 萬
Executive Wealth Management, LLC49,320$1,182 萬
HTLF Bank48,932$1,173 萬
Vise Technologies, Inc.46,233$1,108 萬
Bray Capital Advisors43,327$1,039 萬
Stenger Family Office, LLC40,685$975.3 萬
TrinityPoint Wealth, LLC36,756$881.1 萬
Ashburton (Jersey) Ltd34,377$824.1 萬
Chiron Investment Management, LLC32,741$784.8 萬
Maxwell Wealth Strategies Inc.32,560$780.5 萬
Lake Street Advisors Group, LLC30,093$721.4 萬
Fairhaven Wealth Management, LLC29,185$699.6 萬
Montchanin Asset Management, LLC26,317$630.8 萬
Buckingham Capital Management, Inc.23,393$560.7 萬
Lakeview Capital Partners, LLC20,785$498.2 萬
Sugarloaf Wealth Management, LLC18,886$452.7 萬
Wills Financial Group, Inc.16,861$404.2 萬
Criterion Capital Advisors, LLC18,793$380.1 萬
Northwest Bank & Trust Co15,018$375.0 萬
Blue Capital, Inc.15,070$361.2 萬
Chapman Financial Group, LLC14,127$338.6 萬
Cornerstone Planning, LLC13,834$331.6 萬
Lantern Wealth Advisors, LLC13,613$326.3 萬
Zions Bancorporation, N.A.13,041$312.6 萬
River & Mercantile Asset Management LLP11,619$278.8 萬
Passumpsic Savings Bank10,849$260.1 萬
Hilltop National Bank10,752$257.7 萬
WR Wealth Planners, LLC9,457$226.7 萬
Gray Wealth Management Inc.9,316$223.3 萬
Private Portfolio Partners LLC8,723$209.1 萬
Mosley Wealth Management7,500$199.9 萬
Kolinsky Wealth Management, LLC8,330$199.7 萬
Geller Advisors LLC8,065$193.3 萬
SignalPoint Asset Management, LLC7,616$182.6 萬
Thompson David Blair6,940$166.4 萬
Oxford Wealth Group, LLC6,628$158.9 萬
Sterling Wealth Management, Inc.6,544$156.9 萬
Dechtman Wealth Management, LLC5,855$140.3 萬
Capstone Triton Financial Group, LLC5,520$132.3 萬
Oliver Lagore Vanvalin Investment Group5,007$120.0 萬
Wintrust Investments LLC4,597$110.2 萬
Private Capital Management LLC4,342$104.1 萬
Maiden Cove Capital, LLC4,324$103.7 萬
Merriman Wealth Management, LLC3,382$81.1 萬
IronOak Wealth LLC.3,380$81.0 萬
Unionview, LLC3,224$77.3 萬
Cassady Schiller Wealth Management, LLC3,067$73.5 萬
Peninsula Wealth, LLC2,983$71.5 萬
Coordinated Financial Services, Inc.2,978$71.4 萬
Kiely Wealth Advisory Group, Inc.2,179$59.0 萬
Triton Wealth Management, PLLC2,314$57.1 萬
Campbell Wealth Management2,201$52.8 萬
AlphaCentric Advisors LLC1,696$40.7 萬
AlphaMark Advisors, LLC1,625$39.0 萬
Householder Group Estate & Retirement Specialist, LLC1,525$36.5 萬
Carlson Capital Management1,436$34.4 萬
Anchor Pointe Wealth Management, LLC1,382$33.1 萬
HBC Financial Services, PLLC1,238$29.6 萬
RE Dickinson Investment Advisors, LLC1,205$28.9 萬
Arrowroot Family Office, LLC1,109$26.6 萬
Kades & Cheifetz LLC904$21.7 萬
Legacy Investment Solutions, LLC242$6.67 萬
Financial Gravity Companies, Inc.265$6.35 萬
Sanctuary Wealth Management, L.L.C.82$1.97 萬