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。
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 | 5,158 | $6,437 億 |
| 2026 年第 1 季 | 5,103 | $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 | 4,680 | $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 | 3,710 | $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 | 3,628 | $2,783 億 |
| 2022 年第 3 季 | 3,395 | $2,129 億 |
| 2022 年第 2 季 | 3,427 | $2,293 億 |
| 2022 年第 1 季 | 3,519 | $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 |
|---|---|---|---|---|---|
| Wesbanco Bank Inc | 302,705 | $7,425 萬 | 2.58% | −3,122−1.0% | 減碼 |
| First Manhattan Co | 302,296 | $7,415 萬 | 0.22% | +72,265+31.4% | 加碼 |
| Aptus Capital Advisors, LLC | 302,096 | $7,410 萬 | 0.84% | +538+0.2% | 加碼 |
| Synovus Financial Corp | 301,991 | $7,408 萬 | 0.96% | +354+0.1% | 加碼 |
| Meyer Handelman Co | 299,544 | $7,348 萬 | 2.56% | +1,043+0.3% | 加碼 |
| Badgley Phelps Wealth Managers, LLC | 299,541 | $7,348 萬 | 1.77% | −3,032−1.0% | 減碼 |
| Massmutual Trust Co FSB | 298,529 | $7,323 萬 | 2.12% | −15,339−4.9% | 減碼 |
| OP Asset Management Ltd | 295,220 | $7,242 萬 | 1.22% | +295,220 | 新進 |
| Caxton Associates LLP | 293,738 | $7,205 萬 | 2.51% | +293,738 | 新進 |
| Aristotle Atlantic Partners, LLC | 292,767 | $7,182 萬 | 2.42% | +8,816+3.1% | 加碼 |
| Argent Trust Co | 288,423 | $7,075 萬 | 2.90% | +659+0.2% | 加碼 |
| Nexus Investment Management ULC | 198,622 | $7,008 萬 | 7.93% | −285−0.1% | 減碼 |
| T. Rowe Price Investment Management, Inc. | 285,362 | $7,000 萬 | 0.05% | +277,223+3,406.1% | 加碼 |
| Welch Group, LLC | 284,147 | $6,901 萬 | 3.04% | −16,924−5.6% | 減碼 |
| Seizert Capital Partners, LLC | 278,104 | $6,822 萬 | 3.13% | −6,810−2.4% | 減碼 |
| Tocqueville Asset Management L.P. | 277,908 | $6,817 萬 | 1.12% | −1,131−0.4% | 減碼 |
| Bowen Hanes & Co Inc | 277,434 | $6,805 萬 | 1.89% | +13,224+5.0% | 加碼 |
| Dodge & Cox | 277,023 | $6,795 萬 | 0.04% | −16,257−5.5% | 減碼 |
| PGGM Investments | 275,567 | $6,760 萬 | 0.91% | −1,475−0.5% | 減碼 |
| RNC Capital Management LLC | 272,410 | $6,682 萬 | 3.41% | −86,342−24.1% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 269,147 | $6,603 萬 | 0.67% | +8,485+3.3% | 加碼 |
| Silvercrest Asset Management Group LLC | 268,252 | $6,580 萬 | 0.47% | +5,604+2.1% | 加碼 |
| Kempen Capital Management N.V. | 265,888 | $6,522 萬 | 0.68% | +85,403+47.3% | 加碼 |
| North Star Investment Management Corp. | 265,743 | $6,519 萬 | 4.75% | −3,116−1.2% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 263,612 | $6,466 萬 | 3.03% | −4,213−1.6% | 減碼 |
| Toroso Investments, LLC | 261,890 | $6,424 萬 | 0.54% | −15,002−5.4% | 減碼 |
| Guggenheim Capital LLC | 260,765 | $6,397 萬 | 0.60% | −28,187−9.8% | 減碼 |
| Roffman Miller Associates Inc | 259,535 | $6,366 萬 | 4.01% | −6,774−2.5% | 減碼 |
| Nicholas Company, Inc. | 258,480 | $6,341 萬 | 1.10% | −6,010−2.3% | 減碼 |
| Deprince Race & Zollo Inc | 256,909 | $6,302 萬 | 1.31% | −5,267−2.0% | 減碼 |
| Aware Super Pty Ltd as trustee of Aware Super | 256,842 | $6,300 萬 | 1.07% | 00.0% | 不變 |
| Dakota Wealth Management | 256,455 | $6,291 萬 | 1.47% | +65,148+34.1% | 加碼 |
| Spears Abacus Advisors LLC | 255,111 | $6,258 萬 | 1.35% | +5,266+2.1% | 加碼 |
| Rakuten Investment Management, Inc. | 256,097 | $6,219 萬 | 0.28% | +256,097 | 新進 |
| Daymark Wealth Partners, LLC | 253,331 | $6,214 萬 | 2.67% | −99,109−28.1% | 減碼 |
| Clearstead Advisors, LLC | 252,769 | $6,200 萬 | 0.96% | −1,344−0.5% | 減碼 |
| Markel Group Inc.大師馬克爾集團 | 252,550 | $6,195 萬 | 0.55% | 00.0% | 不變 |
| Migdal Insurance & Financial Holdings Ltd. | 252,344 | $6,189 萬 | 0.87% | −1,360−0.5% | 減碼 |
| Raiffeisen Bank International AG | 254,580 | $6,183 萬 | 0.99% | +199,372+361.1% | 加碼 |
| Crestwood Advisors Group LLC | 251,690 | $6,174 萬 | 1.17% | +4,624+1.9% | 加碼 |
| Evelyn Partners Investment Management LLP | 251,310 | $6,165 萬 | 2.05% | +21,852+9.5% | 加碼 |
| Todd Asset Management LLC | 250,758 | $6,151 萬 | 1.45% | −390.0% | 減碼 |
| Sanibel Captiva Trust Company, Inc. | 250,288 | $6,140 萬 | 1.99% | −2,102−0.8% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 248,627 | $6,099 萬 | 0.23% | −83,248−25.1% | 減碼 |
| Atria Investments LLC | 247,679 | $6,076 萬 | 0.78% | −15,763−6.0% | 減碼 |
| Bokf, NA | 247,008 | $6,059 萬 | 1.07% | −48,486−16.4% | 減碼 |
| First Horizon Advisors, Inc. | 246,210 | $6,040 萬 | 1.70% | +9,402+4.0% | 加碼 |
| Kimelman & Baird, LLC | 244,554 | $5,999 萬 | 5.10% | −4,387−1.8% | 減碼 |
| Congress Wealth Management LLC | 242,757 | $5,961 萬 | 0.71% | +49,539+25.6% | 加碼 |
| Ceredex Value Advisors LLC | 241,972 | $5,936 萬 | 1.30% | −21,802−8.3% | 減碼 |
| Parsons Capital Management Inc | 241,442 | $5,923 萬 | 3.23% | −1,574−0.6% | 減碼 |
| Oregon Public Employees Retirement Fund | 240,200 | $5,892 萬 | 1.14% | −1,160−0.5% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 239,659 | $5,879 萬 | 0.19% | +29,350+14.0% | 加碼 |
| Crawford Investment Counsel Inc | 238,819 | $5,858 萬 | 1.04% | −228,997−49.0% | 減碼 |
| Adams Diversified Equity Fund, Inc. | 238,063 | $5,840 萬 | 2.33% | +27,300+13.0% | 加碼 |
| McDonald Capital Investors Inc | 237,870 | $5,835 萬 | 3.68% | −230−0.1% | 減碼 |
| ZWJ Investment Counsel Inc | 237,370 | $5,823 萬 | 2.37% | −5,584−2.3% | 減碼 |
| Woodline Partners LP | 236,229 | $5,795 萬 | 0.38% | +67,156+39.7% | 加碼 |
| Fort Washington Investment Advisors Inc | 232,927 | $5,714 萬 | 0.35% | +38,072+19.5% | 加碼 |
| Brandes Investment Partners, LP | 232,329 | $5,699 萬 | 0.58% | −13,722−5.6% | 減碼 |
| Venture Visionary Partners LLC | 232,072 | $5,693 萬 | 2.39% | +16,827+7.8% | 加碼 |
| Soros Fund Management LLC大師索羅斯基金管理 | 230,963 | $5,666 萬 | 1.01% | +230,963 | 新進 |
| Miller Howard Investments Inc | 229,459 | $5,629 萬 | 1.79% | −60,210−20.8% | 減碼 |
| Modera Wealth Management, LLC | 229,114 | $5,620 萬 | 0.76% | −4,359−1.9% | 減碼 |
| Sculptor Capital LP | 228,300 | $5,600 萬 | 1.26% | +55,000+31.7% | 加碼 |
| Salem Investment Counselors Inc | 228,075 | $5,595 萬 | 1.95% | −524−0.2% | 減碼 |
| Argent Capital Management LLC | 227,767 | $5,587 萬 | 1.71% | −10,181−4.3% | 減碼 |
| Country Trust Bank | 226,586 | $5,558 萬 | 1.40% | +11,466+5.3% | 加碼 |
| Johnson Investment Counsel Inc | 225,104 | $5,522 萬 | 0.53% | −6,668−2.9% | 減碼 |
| Capital Investment Advisors, LLC | 224,088 | $5,497 萬 | 1.08% | +5,820+2.7% | 加碼 |
| Polar Capital Holdings Plc | 224,007 | $5,495 萬 | 0.34% | −8,355−3.6% | 減碼 |
| Mizuho Securities USA LLC | 223,884 | $5,492 萬 | 1.18% | −42,946−16.1% | 減碼 |
| Washington Trust Co | 220,937 | $5,420 萬 | 2.08% | +31,261+16.5% | 加碼 |
| Busey Wealth Management | 220,709 | $5,414 萬 | 1.82% | −19,461−8.1% | 減碼 |
| Destination Wealth Management | 220,545 | $5,410 萬 | 1.70% | −8,847−3.9% | 減碼 |
| Generali Asset Management SPA SGR | 220,146 | $5,400 萬 | 1.33% | +6,602+3.1% | 加碼 |
| HB Wealth Management, LLC | 219,144 | $5,376 萬 | 0.45% | +47,905+28.0% | 加碼 |
| NorthCrest Asset Manangement, LLC | 218,903 | $5,370 萬 | 1.62% | −11,192−4.9% | 減碼 |
| Main Street Research LLC | 218,675 | $5,364 萬 | 3.50% | +3,950+1.8% | 加碼 |
| Warren Averett Asset Management, LLC | 218,223 | $5,353 萬 | 0.65% | +57,928+36.1% | 加碼 |
| Wharton Business Group, LLC | 215,408 | $5,284 萬 | 2.39% | −427−0.2% | 減碼 |
| AustralianSuper Pty Ltd | 214,367 | $5,258 萬 | 0.30% | +167,207+354.6% | 加碼 |
| Villere St Denis J & Co LLC | 212,738 | $5,218 萬 | 5.03% | −3,924−1.8% | 減碼 |
| Baker Avenue Asset Management, LP | 212,602 | $5,215 萬 | 1.63% | −4,434−2.0% | 減碼 |
| Trust Co of Vermont | 212,167 | $5,204 萬 | 2.60% | −2,153−1.0% | 減碼 |
| Sabal Trust CO | 211,479 | $5,188 萬 | 2.88% | −12,197−5.5% | 減碼 |
| FreeGulliver LLC | 211,200 | $5,181 萬 | 26.27% | −132−0.1% | 減碼 |
| Ingalls & Snyder LLC | 211,026 | $5,177 萬 | 1.71% | −5,204−2.4% | 減碼 |
| Allianz SE | 210,586 | $5,166 萬 | 1.38% | −38,313−15.4% | 減碼 |
| Pacer Advisors, Inc. | 209,883 | $5,148 萬 | 0.12% | −53,503−20.3% | 減碼 |
| Intech Investment Management LLC | 209,260 | $5,133 萬 | 0.53% | −15,702−7.0% | 減碼 |
| Crossmark Global Holdings, Inc. | 208,935 | $5,125 萬 | 0.90% | +14,416+7.4% | 加碼 |
| Prime Capital Investment Advisors, LLC | 208,395 | $5,112 萬 | 0.60% | +41,584+24.9% | 加碼 |
| Chilton Capital Management LLC | 208,362 | $5,111 萬 | 2.21% | −3,252−1.5% | 減碼 |
| Howard Capital Management Group, LLC | 208,325 | $5,110 萬 | 3.98% | −3,326−1.6% | 減碼 |
| Heritage Investors Management Corp | 208,279 | $5,109 萬 | 1.75% | −4,790−2.2% | 減碼 |
| Mill Capital Management, LLC | 208,192 | $5,107 萬 | 4.09% | −2,345−1.1% | 減碼 |
| Pensionmark Financial Group, LLC | 208,155 | $5,106 萬 | 1.33% | +7,718+3.9% | 加碼 |
| Illinois Municipal Retirement Fund | 206,906 | $5,075 萬 | 0.74% | +15,231+7.9% | 加碼 |
| Gamco Investors, Inc. Et Al | 206,737 | $5,071 萬 | 0.56% | −10,618−4.9% | 減碼 |