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
- 4,679
- 較 2024 年第 4 季 +76 家
- 持有股數
- 20.2 億
- 較 2024 年第 4 季 −614.1 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 1,873 家加碼
- 清倉機構
- 131
- 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 |
|---|---|---|---|---|---|
| USS Investment Management Ltd | 452,090 | $1.11 億 | 0.84% | −180.0% | 減碼 |
| Pathstone Holdings, LLC | 452,118 | $1.11 億 | 0.48% | +7,077+1.6% | 加碼 |
| Wilkinson Global Asset Management LLC | 448,529 | $1.10 億 | 6.88% | −6,879−1.5% | 減碼 |
| Swiss Life Asset Management Ltd | 448,505 | $1.10 億 | 0.80% | +21,195+5.0% | 加碼 |
| Advisors Capital Management, LLC | 444,671 | $1.09 億 | 1.69% | +2,647+0.6% | 加碼 |
| Staley Capital Advisers Inc | 443,379 | $1.09 億 | 4.92% | −22,979−4.9% | 減碼 |
| Pinnacle Associates Ltd | 443,024 | $1.09 億 | 1.59% | −3,553−0.8% | 減碼 |
| Financial Counselors Inc | 441,452 | $1.08 億 | 1.64% | −25,713−5.5% | 減碼 |
| Groupe la Francaise | 437,334 | $1.08 億 | 2.30% | +69,882+19.0% | 加碼 |
| Umb Bank N A | 434,314 | $1.07 億 | 1.76% | −42,405−8.9% | 減碼 |
| Mawer Investment Management Ltd. | 431,993 | $1.06 億 | 0.51% | −10,884−2.5% | 減碼 |
| Man Group plc | 429,280 | $1.05 億 | 0.31% | +133,571+45.2% | 加碼 |
| MAI Capital Management | 427,959 | $1.05 億 | 0.80% | +21,192+5.2% | 加碼 |
| Adviser Investments LLC | 427,625 | $1.05 億 | 1.32% | −9,472−2.2% | 減碼 |
| CWM, LLC | 427,175 | $1.05 億 | 0.42% | +40,900+10.6% | 加碼 |
| Eastern Bank | 426,521 | $1.05 億 | 2.05% | −28,224−6.2% | 減碼 |
| NewEdge Wealth, LLC | 422,408 | $1.04 億 | 1.88% | +16,100+4.0% | 加碼 |
| Lido Advisors, LLC | 421,850 | $1.03 億 | 0.61% | +84,662+25.1% | 加碼 |
| Beck Mack & Oliver LLC | 421,452 | $1.03 億 | 2.07% | −8,111−1.9% | 減碼 |
| Waverton Investment Management Ltd | 421,031 | $1.03 億 | 1.60% | +16,236+4.0% | 加碼 |
| Xponance, Inc. | 416,535 | $1.02 億 | 0.99% | −624−0.1% | 減碼 |
| D.A. Davidson & Co. | 413,795 | $1.02 億 | 0.82% | +7,337+1.8% | 加碼 |
| Acadian Asset Management LLC | 412,535 | $1.01 億 | 0.29% | +40,748+11.0% | 加碼 |
| Glenview Trust Co | 411,906 | $1.01 億 | 1.96% | −5,276−1.3% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 408,922 | $1.00 億 | 1.01% | +1360.0% | 加碼 |
| Barr E S & Co | 407,384 | $9,993 萬 | 6.07% | −22,746−5.3% | 減碼 |
| Guidance Point Advisors, LLC | 400,939 | $9,835 萬 | 28.01% | −140.0% | 減碼 |
| Hardy Reed LLC | 400,580 | $9,826 萬 | 8.67% | −243−0.1% | 減碼 |
| Associated Banc-Corp | 400,489 | $9,824 萬 | 3.00% | +15,580+4.0% | 加碼 |
| Oppenheimer & Co Inc | 397,818 | $9,758 萬 | 1.47% | +32,782+9.0% | 加碼 |
| AE Wealth Management LLC | 397,363 | $9,747 萬 | 0.82% | +16,541+4.3% | 加碼 |
| ABN AMRO Bank N.V. | 392,406 | $9,614 萬 | 1.33% | −82,549−17.4% | 減碼 |
| TCTC Holdings, LLC | 388,648 | $9,534 萬 | 3.36% | −384−0.1% | 減碼 |
| HM Payson & Co | 382,010 | $9,371 萬 | 1.64% | +50,664+15.3% | 加碼 |
| Yousif Capital Management, LLC | 381,982 | $9,370 萬 | 1.09% | −7,599−2.0% | 減碼 |
| Cresset Asset Management, LLC | 381,669 | $9,362 萬 | 0.47% | −27,361−6.7% | 減碼 |
| Varma Mutual Pension Insurance Co | 378,111 | $9,275 萬 | 0.80% | −42,600−10.1% | 減碼 |
| Cullen/Frost Bankers, Inc. | 377,600 | $9,263 萬 | 1.30% | −15,175−3.9% | 減碼 |
| Becker Capital Management Inc | 377,503 | $9,260 萬 | 3.05% | −7,426−1.9% | 減碼 |
| Beacon Pointe Advisors, LLC | 377,421 | $9,258 萬 | 1.04% | −13,085−3.4% | 減碼 |
| Stephens Inc | 375,425 | $9,209 萬 | 1.35% | −3,135−0.8% | 減碼 |
| Carnegie Capital Asset Management, LLC | 418,000 | $9,179 萬 | 2.18% | +66,905+19.1% | 加碼 |
| New York Life Investment Management LLC | 374,020 | $9,175 萬 | 0.93% | −3,846−1.0% | 減碼 |
| Border to Coast Pensions Partnership Ltd | 373,864 | $9,171 萬 | 1.88% | 00.0% | 不變 |
| Parnassus Investments | 373,822 | $9,170 萬 | 0.22% | +373,822 | 新進 |
| Achmea Investment Management B.V. | 371,715 | $9,118 萬 | 1.33% | +66,028+21.6% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 371,383 | $9,110 萬 | 0.40% | +3,558+1.0% | 加碼 |
| United Capital Financial Advisers, LLC | 370,378 | $9,085 萬 | 0.78% | −7,334−1.9% | 減碼 |
| Millennium Management LLC | 369,800 | $9,071 萬 | 0.09% | −1,305,183−77.9% | 減碼 |
| RMB Capital Management, LLC | 369,564 | $9,065 萬 | 2.24% | −15,129−3.9% | 減碼 |
| Park National Corp | 367,814 | $9,022 萬 | 3.32% | −11,358−3.0% | 減碼 |
| Berkshire Asset Management LLC | 357,673 | $9,017 萬 | 4.32% | −44,528−11.1% | 減碼 |
| M&G Plc | 366,163 | $8,971 萬 | 0.43% | −22,739−5.8% | 減碼 |
| JustInvest LLC | 365,278 | $8,960 萬 | 1.32% | +17,819+5.1% | 加碼 |
| Banco Santander, S.A. | 364,658 | $8,945 萬 | 0.99% | +22,673+6.6% | 加碼 |
| Mediolanum International Funds Ltd | 368,156 | $8,941 萬 | 1.24% | −12,713−3.3% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 364,114 | $8,932 萬 | 1.07% | −91,200−20.0% | 減碼 |
| Investment Management Corp of Ontario | 361,343 | $8,864 萬 | 1.81% | −428−0.1% | 減碼 |
| Capital International Sarl | 360,714 | $8,848 萬 | 2.00% | +30,039+9.1% | 加碼 |
| Gabelli Funds LLC | 360,250 | $8,837 萬 | 0.67% | −20,535−5.4% | 減碼 |
| Stock Yards Bank & Trust Co | 356,319 | $8,740 萬 | 3.11% | −22,522−5.9% | 減碼 |
| Waters Parkerson & Co., LLC | 355,204 | $8,713 萬 | 4.65% | −3,711−1.0% | 減碼 |
| Bryn Mawr Trust Co | 353,616 | $8,674 萬 | 1.62% | −12,154−3.3% | 減碼 |
| Vaughan David Investments LLC | 352,291 | $8,642 萬 | 2.02% | −8,577−2.4% | 減碼 |
| Principle Wealth Partners LLC | 351,908 | $8,632 萬 | 6.17% | −268−0.1% | 減碼 |
| Private Advisor Group, LLC | 351,234 | $8,616 萬 | 0.52% | −247,828−41.4% | 減碼 |
| Sequoia Financial Advisors, LLC | 348,688 | $8,553 萬 | 0.66% | +56,110+19.2% | 加碼 |
| Mutual of America Capital Management LLC | 348,140 | $8,540 萬 | 0.98% | −12,867−3.6% | 減碼 |
| Fullerton Fund Management Co Ltd. | 347,914 | $8,534 萬 | 5.48% | −533,306−60.5% | 減碼 |
| Davis R M Inc | 346,810 | $8,507 萬 | 1.70% | +4,445+1.3% | 加碼 |
| Smith Chas P & Associates Pa Cpas | 346,780 | $8,507 萬 | 4.95% | −10,381−2.9% | 減碼 |
| Vontobel Holding Ltd. | 346,497 | $8,500 萬 | 0.31% | +56,103+19.3% | 加碼 |
| Donaldson Capital Management, LLC | 344,604 | $8,453 萬 | 3.19% | +2,580+0.8% | 加碼 |
| E. Ohman J:or Asset Management AB | 342,272 | $8,396 萬 | 2.23% | −18,410−5.1% | 減碼 |
| Ofi Invest Asset Management | 367,711 | $8,350 萬 | 2.19% | −2,435−0.7% | 減碼 |
| Fiduciary Trust Co | 339,042 | $8,317 萬 | 1.09% | +9,750+3.0% | 加碼 |
| Quintet Private Bank (Europe) S.A. | 338,969 | $8,315 萬 | 4.90% | −19,554−5.5% | 減碼 |
| Henshaw Capital LLC | 337,139 | $8,270 萬 | 3.64% | 00.0% | 不變 |
| Allworth Financial LP | 335,592 | $8,210 萬 | 0.46% | −3,308−1.0% | 減碼 |
| Flputnam Investment Management Co | 334,143 | $8,197 萬 | 1.54% | −4,879−1.4% | 減碼 |
| Alpha Cubed Investments, LLC | 332,397 | $8,154 萬 | 3.64% | +47,736+16.8% | 加碼 |
| Lockheed Martin Investment Management Co | 331,010 | $8,120 萬 | 3.30% | −12,520−3.6% | 減碼 |
| Union Bancaire Privee, UBP SA | 338,885 | $8,109 萬 | 1.58% | +54,390+19.1% | 加碼 |
| State of Alaska, Department of Revenue | 327,497 | $8,034 萬 | 0.91% | +6,475+2.0% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 326,808 | $8,017 萬 | 0.17% | +16,536+5.3% | 加碼 |
| Avantax Advisory Services, Inc. | 323,350 | $7,932 萬 | 0.48% | +2,391+0.7% | 加碼 |
| Ieq Capital, LLC | 323,017 | $7,924 萬 | 0.63% | +21,020+7.0% | 加碼 |
| Wealthfront Advisers LLC | 317,991 | $7,800 萬 | 0.21% | +28,829+10.0% | 加碼 |
| Manning & Napier Advisors LLC | 317,620 | $7,791 萬 | 0.96% | −15,510−4.7% | 減碼 |
| Junto Capital Management LP | 316,077 | $7,753 萬 | 1.78% | −185,563−37.0% | 減碼 |
| Mesirow Financial Investment Management, Inc. | 315,978 | $7,751 萬 | 1.50% | −3,070−1.0% | 減碼 |
| Pzena Investment Management LLC | 312,233 | $7,659 萬 | 0.27% | −304,534−49.4% | 減碼 |
| Whittier Trust Co of Nevada Inc | 310,881 | $7,626 萬 | 1.93% | +4,318+1.4% | 加碼 |
| Nearwater Capital Markets, Ltd | 308,000 | $7,555 萬 | 2.15% | −38,000−11.0% | 減碼 |
| Kestra Private Wealth Services, LLC | 307,928 | $7,553 萬 | 1.26% | +3,458+1.1% | 加碼 |
| JTC Employer Solutions Trusteee Ltd | 307,705 | $7,547 萬 | 6.20% | −1,531−0.5% | 減碼 |
| Citizens Financial Group Inc | 306,788 | $7,526 萬 | 1.48% | −18,676−5.7% | 減碼 |
| Ancora Advisors, LLC | 306,652 | $7,522 萬 | 1.68% | −1,544−0.5% | 減碼 |
| BNP Paribas | 244,530 | $7,507 萬 | 3.12% | −13,244−5.1% | 減碼 |
| iA Global Asset Management Inc. | 305,422 | $7,492 萬 | 1.29% | +56,107+22.5% | 加碼 |