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。
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
- 4,680
- 較 2024 年第 4 季 +77 家
- 持有股數
- 20.2 億
- 較 2024 年第 4 季 −614.0 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 2,141 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 | 5,157 | $6,437 億 |
| 2026 年第 1 季 | 5,103 | $5,721 億 |
| 2025 年第 4 季 | 5,155 | $6,395 億 |
| 2025 年第 3 季 | 4,766 | $6,180 億 |
| 2025 年第 2 季 | 4,753 | $5,824 億 |
| 2025 年第 1 季 | 4,680 | $4,946 億 |
| 2024 年第 4 季 | 4,680 | $4,900 億 |
| 2024 年第 3 季 | 4,216 | $4,294 億 |
| 2024 年第 2 季 | 4,182 | $4,162 億 |
| 2024 年第 1 季 | 4,121 | $4,145 億 |
| 2023 年第 4 季 | 4,002 | $3,518 億 |
| 2023 年第 3 季 | 3,711 | $2,970 億 |
| 2023 年第 2 季 | 3,673 | $2,976 億 |
| 2023 年第 1 季 | 3,613 | $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 | 3,520 | $2,789 億 |
| 2021 年第 4 季 | 3,595 | $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 |
|---|---|---|---|---|---|
| Actiam N.V. | 812,863 | $1.99 億 | 3.17% | +21,099+2.7% | 加碼 |
| D. E. Shaw & Co., Inc. | 810,125 | $1.99 億 | 0.24% | +115,354+16.6% | 加碼 |
| Empower Advisory Group, LLC | 804,618 | $1.97 億 | 0.64% | −213,033−20.9% | 減碼 |
| First Financial Bankshares Inc | 786,589 | $1.93 億 | 4.16% | +2,732+0.3% | 加碼 |
| ProShare Advisors LLC | 785,077 | $1.93 億 | 0.43% | +18,649+2.4% | 加碼 |
| Clark Capital Management Group, Inc. | 778,013 | $1.91 億 | 1.37% | +89,934+13.1% | 加碼 |
| Qube Research & Technologies Ltd | 776,249 | $1.90 億 | 0.30% | +776,249 | 新進 |
| Ferguson Wellman Capital Management, Inc | 774,578 | $1.90 億 | 3.69% | +9,628+1.3% | 加碼 |
| AXA S.A. | 768,495 | $1.89 億 | 0.62% | +82,791+12.1% | 加碼 |
| Vaughan Nelson Investment Management, L.P. | 767,704 | $1.88 億 | 1.88% | −52,006−6.3% | 減碼 |
| Candriam Luxembourg S.C.A. | 764,309 | $1.87 億 | 1.17% | +792+0.1% | 加碼 |
| Jones Financial Companies LLLP | 769,996 | $1.87 億 | 0.17% | +168,224+28.0% | 加碼 |
| DnB Asset Management AS | 756,894 | $1.86 億 | 0.86% | −251,525−24.9% | 減碼 |
| RE Advisers Corp | 755,836 | $1.85 億 | 4.54% | −48,200−6.0% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 755,340 | $1.85 億 | 2.73% | −6,127−0.8% | 減碼 |
| Worldquant Millennium Advisors LLC | 752,515 | $1.85 億 | 1.16% | −105,586−12.3% | 減碼 |
| Calamos Advisors LLC | 751,786 | $1.84 億 | 0.87% | −15,108−2.0% | 減碼 |
| Douglas Lane & Associates, LLC | 746,805 | $1.83 億 | 2.70% | −17,207−2.3% | 減碼 |
| LGT Group Foundation | 746,340 | $1.83 億 | 2.52% | +220,539+41.9% | 加碼 |
| Westwood Holdings Group Inc. | 740,491 | $1.82 億 | 1.37% | −142,358−16.1% | 減碼 |
| Capital Group Private Client Services, Inc. | 739,454 | $1.81 億 | 1.77% | +29,852+4.2% | 加碼 |
| Employees Retirement System of Texas | 737,500 | $1.81 億 | 1.64% | −28,300−3.7% | 減碼 |
| James Hambro & Partners | 733,452 | $1.80 億 | 7.50% | +583+0.1% | 加碼 |
| MetLife Investment Management | 726,497 | $1.78 億 | 0.96% | −18,585−2.5% | 減碼 |
| Quilter Plc | 723,995 | $1.78 億 | 3.69% | −10,992−1.5% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 741,719 | $1.77 億 | 0.72% | +44,493+6.4% | 加碼 |
| Susquehanna International Group, LLP | 719,537 | $1.77 億 | 0.29% | −611,463−45.9% | 減碼 |
| Forsta Ap-Fonden | 717,600 | $1.76 億 | 1.33% | −22,000−3.0% | 減碼 |
| Groupama Asset Managment | 722,257 | $1.75 億 | 3.51% | +74,016+11.4% | 加碼 |
| Stonegate Investment Group, LLC | 712,086 | $1.75 億 | 4.67% | −1,990−0.3% | 減碼 |
| LSV Asset Management | 710,536 | $1.74 億 | 0.42% | −29,332−4.0% | 減碼 |
| Gateway Investment Advisers LLC | 707,934 | $1.74 億 | 1.99% | +5,475+0.8% | 加碼 |
| EP Wealth Advisors, LLC | 704,605 | $1.73 億 | 1.38% | +19,671+2.9% | 加碼 |
| Allspring Global Investments Holdings, LLC | 697,771 | $1.70 億 | 0.29% | −87,423−11.1% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 692,057 | $1.70 億 | 1.73% | +27,282+4.1% | 加碼 |
| Welch & Forbes LLC | 689,815 | $1.69 億 | 2.21% | −8,636−1.2% | 減碼 |
| Loomis Sayles & Co L P | 688,880 | $1.69 億 | 0.24% | −351,246−33.8% | 減碼 |
| Atalanta Sosnoff Capital, LLC | 688,743 | $1.69 億 | 4.04% | +65,664+10.5% | 加碼 |
| Squarepoint Ops LLC | 688,168 | $1.69 億 | 0.41% | −883,830−56.2% | 減碼 |
| GWM Advisors LLC | 673,493 | $1.65 億 | 0.98% | +29,835+4.6% | 加碼 |
| Steward Partners Investment Advisory, LLC | 666,789 | $1.64 億 | 1.45% | +29,877+4.7% | 加碼 |
| Kames Capital plc | 662,325 | $1.62 億 | 2.37% | −39,585−5.6% | 減碼 |
| Sanctuary Advisors, LLC | 660,662 | $1.62 億 | 1.14% | −40,621−5.8% | 減碼 |
| Zurich Insurance Group Ltd | 653,367 | $1.60 億 | 1.30% | +191,833+41.6% | 加碼 |
| Corebridge Financial, Inc. | 646,036 | $1.58 億 | 0.91% | −27,738−4.1% | 減碼 |
| CIBC World Markets Corp | 643,202 | $1.58 億 | 1.25% | −324,501−33.5% | 減碼 |
| Czech National Bank | 642,222 | $1.58 億 | 1.44% | +31,499+5.2% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 641,356 | $1.57 億 | 1.77% | +43,961+7.4% | 加碼 |
| Davis Selected Advisers | 639,852 | $1.57 億 | 0.90% | −17,871−2.7% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 639,433 | $1.57 億 | 0.93% | +40,807+6.8% | 加碼 |
| Assetmark, Inc | 638,862 | $1.57 億 | 0.43% | +24,296+4.0% | 加碼 |
| Evercore Wealth Management, LLC | 636,215 | $1.56 億 | 2.51% | −14,658−2.3% | 減碼 |
| Federated Hermes, Inc. | 634,004 | $1.56 億 | 0.34% | +233,777+58.4% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 622,565 | $1.53 億 | 1.57% | +157,205+33.8% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 621,666 | $1.52 億 | 0.51% | +24,695+4.1% | 加碼 |
| Los Angeles Capital Management LLC | 616,583 | $1.51 億 | 0.67% | +43,196+7.5% | 加碼 |
| Whittier Trust Co | 613,902 | $1.51 億 | 2.10% | +4,406+0.7% | 加碼 |
| Pinnacle Financial Partners Inc | 613,725 | $1.49 億 | 3.00% | −7,478−1.2% | 減碼 |
| Peapack Gladstone Financial Corp | 601,407 | $1.48 億 | 2.19% | −16,432−2.7% | 減碼 |
| Virginia Retirement Systems Et Al | 599,738 | $1.47 億 | 1.09% | +599,738 | 新進 |
| Davenport & Co LLC | 587,252 | $1.44 億 | 0.85% | −2,396−0.4% | 減碼 |
| AMF Pensionsforsakring AB | 585,453 | $1.44 億 | 1.06% | +22,502+4.0% | 加碼 |
| Agf Management Ltd | 583,227 | $1.43 億 | 0.76% | −21,250−3.5% | 減碼 |
| Commerzbank Aktiengesellschaft | 581,482 | $1.43 億 | 3.32% | +46,194+8.6% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 580,142 | $1.42 億 | 1.14% | +42,667+7.9% | 加碼 |
| Williams Jones Wealth Management, LLC. | 578,537 | $1.42 億 | 1.81% | +3,713+0.6% | 加碼 |
| Thornburg Investment Management Inc | 577,895 | $1.42 億 | 1.98% | −71,325−11.0% | 減碼 |
| Mercer Global Advisors Inc | 575,474 | $1.41 億 | 0.32% | +11,930+2.1% | 加碼 |
| Jane Street Group, LLC | 569,295 | $1.40 億 | 0.25% | −230,596−28.8% | 減碼 |
| Factory Mutual Insurance Co | 566,725 | $1.39 億 | 1.61% | 00.0% | 不變 |
| Wiley Bros.-Aintree Capital, LLC | 564,061 | $1.37 億 | 1.46% | +45,297+8.7% | 加碼 |
| Capital International Inc | 557,857 | $1.37 億 | 1.66% | +28,853+5.5% | 加碼 |
| Capitolis Liquid Global Markets LLC | 553,400 | $1.36 億 | 1.20% | +293,900+113.3% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 547,700 | $1.34 億 | 1.04% | −85,500−13.5% | 減碼 |
| DJE Kapital AG | 560,055 | $1.34 億 | 3.96% | −192,241−25.6% | 減碼 |
| Amalgamated Bank | 545,280 | $1.34 億 | 1.14% | +4,458+0.8% | 加碼 |
| British Columbia Investment Management Corp | 538,417 | $1.32 億 | 0.81% | −6,413−1.2% | 減碼 |
| Federation des caisses Desjardins du Quebec | 535,844 | $1.31 億 | 0.65% | −14,457−2.6% | 減碼 |
| Kovitz Investment Group Partners, LLC | 532,446 | $1.31 億 | 0.66% | −317,541−37.4% | 減碼 |
| Bridges Investment Management Inc | 531,888 | $1.30 億 | 1.88% | −8,505−1.6% | 減碼 |
| IFM Investors Pty Ltd | 523,168 | $1.28 億 | 1.39% | −5,228−1.0% | 減碼 |
| QRG Capital Management, Inc. | 522,491 | $1.28 億 | 1.33% | +19,925+4.0% | 加碼 |
| CIBC Asset Management Inc | 517,857 | $1.27 億 | 0.42% | −2,184−0.4% | 減碼 |
| ASR Vermogensbeheer N.V. | 515,437 | $1.26 億 | 1.87% | +515,437 | 新進 |
| Capital Advisors Inc | 507,040 | $1.24 億 | 2.48% | +17,257+3.5% | 加碼 |
| Nissay Asset Management Corp | 505,555 | $1.24 億 | 0.81% | −59,174−10.5% | 減碼 |
| Employees Provident Fund Board | 503,741 | $1.24 億 | 1.40% | +3,741+0.7% | 加碼 |
| TCW Group Inc | 503,594 | $1.24 億 | 1.11% | −16,792−3.2% | 減碼 |
| Capital Fund Management S.A. | 496,378 | $1.22 億 | 1.55% | +254,368+105.1% | 加碼 |
| Daiwa Securities Group Inc. | 493,505 | $1.21 億 | 0.51% | +37,050+8.1% | 加碼 |
| Quantinno Capital Management LP | 490,421 | $1.20 億 | 0.78% | +157,178+47.2% | 加碼 |
| Kestra Advisory Services, LLC | 483,827 | $1.19 億 | 0.58% | −41,147−7.8% | 減碼 |
| Sapient Capital LLC | 476,186 | $1.17 億 | 2.30% | −1,908−0.4% | 減碼 |
| Basswood Capital Management, L.L.C. | 469,496 | $1.15 億 | 6.47% | 00.0% | 不變 |
| Tiaa Trust, National Association | 468,468 | $1.15 億 | 0.36% | −8,928−1.9% | 減碼 |
| Oppenheimer Asset Management Inc. | 467,513 | $1.15 億 | 1.42% | −129,431−21.7% | 減碼 |
| Utah Retirement Systems | 465,337 | $1.14 億 | 1.32% | −732−0.2% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 462,701 | $1.13 億 | 0.30% | +77,726+20.2% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 460,170 | $1.13 億 | 1.02% | +2,867+0.6% | 加碼 |
| Ilmarinen Mutual Pension Insurance Co | 457,869 | $1.12 億 | 0.99% | 00.0% | 不變 |