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 |
|---|---|---|---|---|---|
| Jupiter Asset Management Ltd | 206,096 | $5,056 萬 | 0.48% | +4,361+2.2% | 加碼 |
| Klingenstein Fields & Co LP | 205,552 | $5,042 萬 | 2.14% | −1,699−0.8% | 減碼 |
| Cambiar Investors LLC | 205,491 | $5,041 萬 | 2.14% | −20,838−9.2% | 減碼 |
| Americana Partners, LLC | 203,626 | $4,995 萬 | 1.94% | +6,595+3.3% | 加碼 |
| Taurus Asset Management, LLC | 203,431 | $4,990 萬 | 5.06% | −2,418−1.2% | 減碼 |
| Brinker Capital Investments, LLC | 202,125 | $4,958 萬 | 0.49% | +4,419+2.2% | 加碼 |
| Orion Portfolio Solutions, LLC | 202,125 | $4,958 萬 | 0.49% | +4,419+2.2% | 加碼 |
| Northeast Investment Management | 200,036 | $4,907 萬 | 2.29% | −1,819−0.9% | 減碼 |
| Stratos Wealth Partners, LTD. | 199,868 | $4,903 萬 | 0.75% | −79,866−28.6% | 減碼 |
| Perfromance Wealth Partners, LLC | 199,577 | $4,896 萬 | 1.75% | +17,997+9.9% | 加碼 |
| William Blair Investment Management, LLC | 199,539 | $4,895 萬 | 0.14% | +56,577+39.6% | 加碼 |
| GW&K Investment Management, LLC | 199,336 | $4,890 萬 | 0.45% | −136−0.1% | 減碼 |
| Oakworth Capital, Inc. | 198,827 | $4,877 萬 | 3.40% | −1,135−0.6% | 減碼 |
| HighPoint Advisor Group LLC | 198,718 | $4,861 萬 | 2.83% | +412+0.2% | 加碼 |
| TownSquare Capital, LLC | 197,915 | $4,855 萬 | 0.52% | +14,740+8.0% | 加碼 |
| Prudential PLC | 197,408 | $4,842 萬 | 0.24% | −19,610−9.0% | 減碼 |
| Moody Lynn & Lieberson, LLC | 196,920 | $4,830 萬 | 3.10% | +1,649+0.8% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 194,386 | $4,768 萬 | 0.80% | −109,270−36.0% | 減碼 |
| Maple Capital Management, Inc. | 194,235 | $4,765 萬 | 3.68% | −5,355−2.7% | 減碼 |
| Meridian Wealth Management, LLC | 193,804 | $4,754 萬 | 2.30% | −102−0.1% | 減碼 |
| Pictet & Cie (Europe) SA | 193,799 | $4,754 萬 | 1.13% | +1,617+0.8% | 加碼 |
| Lazard Asset Management LLC | 193,386 | $4,744 萬 | 0.07% | −157,465−44.9% | 減碼 |
| WestEnd Advisors, LLC | 192,638 | $4,725 萬 | 1.25% | −10,229−5.0% | 減碼 |
| Clifford Swan Investment Counsel LLC | 192,450 | $4,721 萬 | 1.75% | −5,213−2.6% | 減碼 |
| Erste Asset Management GmbH | 193,335 | $4,719 萬 | 0.61% | +4,382+2.3% | 加碼 |
| Kentucky Retirement Systems | 191,893 | $4,707 萬 | 1.44% | −3,624−1.9% | 減碼 |
| Hancock Whitney Corp | 191,734 | $4,703 萬 | 1.53% | −2,718−1.4% | 減碼 |
| Braun Stacey Associates Inc | 189,649 | $4,652 萬 | 1.90% | −5,912−3.0% | 減碼 |
| Equitable Holdings, Inc. | 189,140 | $4,640 萬 | 0.44% | +12,022+6.8% | 加碼 |
| NEOS Investment Management LLC | 188,429 | $4,622 萬 | 0.88% | +36,299+23.9% | 加碼 |
| Gradient Investments LLC | 187,422 | $4,597 萬 | 0.93% | +14,129+8.2% | 加碼 |
| Foundry Partners, LLC | 186,466 | $4,574 萬 | 2.42% | −45,651−19.7% | 減碼 |
| Triglav Skladi, D.O.O. | 186,063 | $4,564 萬 | 3.85% | −2,109−1.1% | 減碼 |
| First National Trust Co | 185,983 | $4,562 萬 | 1.84% | −7,128−3.7% | 減碼 |
| Independent Advisor Alliance | 185,379 | $4,547 萬 | 1.50% | +3,933+2.2% | 加碼 |
| Capital International Ltd | 184,679 | $4,530 萬 | 1.98% | +3,081+1.7% | 加碼 |
| Howe & Rusling Inc | 184,162 | $4,517 萬 | 3.80% | −15,945−8.0% | 減碼 |
| CBOE Vest Financial, LLC | 184,141 | $4,517 萬 | 0.70% | +33,618+22.3% | 加碼 |
| St Germain D J Co Inc | 183,850 | $4,510 萬 | 2.12% | −8,594−4.5% | 減碼 |
| Lazard Freres Gestion S.A.S. | 181,837 | $4,460 萬 | 1.08% | +180,212+11,090.0% | 加碼 |
| KCM Investment Advisors LLC | 181,477 | $4,452 萬 | 1.60% | +3,198+1.8% | 加碼 |
| Impax Asset Management Group plc | 180,793 | $4,435 萬 | 0.27% | −95,242−34.5% | 減碼 |
| Boston Private Wealth LLC | 180,556 | $4,429 萬 | 1.82% | −37,196−17.1% | 減碼 |
| Prospera Financial Services Inc | 178,789 | $4,387 萬 | 1.01% | +6,208+3.6% | 加碼 |
| Martingale Asset Management L P | 178,575 | $4,380 萬 | 1.11% | −21,947−10.9% | 減碼 |
| Nomura Holdings Inc | 178,243 | $4,372 萬 | 0.23% | −37,873−17.5% | 減碼 |
| Nippon Life Global Investors Americas, Inc. | 177,720 | $4,359 萬 | 2.14% | +16,530+10.3% | 加碼 |
| American Assets Investment Management, LLC | 177,600 | $4,357 萬 | 3.81% | 00.0% | 不變 |
| Metis Global Partners, LLC | 177,049 | $4,343 萬 | 1.22% | +15,926+9.9% | 加碼 |
| Cooke & Bieler LP | 177,028 | $4,342 萬 | 0.43% | −52,158−22.8% | 減碼 |
| Estabrook Capital Management | 176,773 | $4,336 萬 | 7.01% | −9,982−5.3% | 減碼 |
| NS Partners Ltd | 176,708 | $4,335 萬 | 1.91% | +2,438+1.4% | 加碼 |
| Levin Capital Strategies, L.P. | 175,525 | $4,306 萬 | 4.57% | −4,267−2.4% | 減碼 |
| Empowered Funds, LLC | 175,355 | $4,301 萬 | 0.61% | +49,417+39.2% | 加碼 |
| Eagle Global Advisors LLC | 175,279 | $4,300 萬 | 1.77% | −80.0% | 減碼 |
| Apollon Wealth Management, LLC | 175,076 | $4,295 萬 | 0.94% | +34,259+24.3% | 加碼 |
| Ostrum Asset Management | 175,041 | $4,294 萬 | 2.26% | +154,120+736.7% | 加碼 |
| LMCG Investments, LLC | 174,126 | $4,271 萬 | 2.83% | −8,355−4.6% | 減碼 |
| Payden & Rygel | 173,550 | $4,257 萬 | 3.66% | +25,900+17.5% | 加碼 |
| Marsico Capital Management LLC | 171,379 | $4,204 萬 | 1.44% | +16,173+10.4% | 加碼 |
| Chesley Taft & Associates LLC | 171,355 | $4,203 萬 | 2.03% | +810+0.5% | 加碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 171,147 | $4,198 萬 | 2.44% | −2,003−1.2% | 減碼 |
| Cornerstone Advisors, LLC | 170,700 | $4,187 萬 | 1.80% | 00.0% | 不變 |
| Hartford Investment Management Co | 170,631 | $4,186 萬 | 1.46% | −3,335−1.9% | 減碼 |
| Randolph Co Inc | 170,507 | $4,183 萬 | 4.89% | +840.0% | 加碼 |
| RSM US Wealth Management LLC | 169,559 | $4,159 萬 | 0.65% | −5,876−3.3% | 減碼 |
| Integrated Wealth Concepts LLC | 169,458 | $4,157 萬 | 0.48% | +7,909+4.9% | 加碼 |
| Community Trust & Investment Co | 168,956 | $4,144 萬 | 2.65% | −1,707−1.0% | 減碼 |
| Central Trust Co | 168,579 | $4,135 萬 | 1.02% | −1,684−1.0% | 減碼 |
| Blue Chip Partners, Inc. | 167,880 | $4,118 萬 | 3.55% | −3,120−1.8% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 167,160 | $4,100 萬 | 2.31% | −800−0.5% | 減碼 |
| Smith, Salley & Associates | 165,454 | $4,059 萬 | 2.66% | −22,863−12.1% | 減碼 |
| RiverFront Investment Group, LLC | 165,183 | $4,052 萬 | 0.90% | +11,672+7.6% | 加碼 |
| Farmers & Merchants Investments Inc | 164,365 | $4,032 萬 | 1.28% | −7,640−4.4% | 減碼 |
| Segall Bryant & Hamill, LLC | 163,873 | $4,020 萬 | 0.62% | −20,094−10.9% | 減碼 |
| Highland Capital Management, LLC | 163,798 | $4,018 萬 | 2.40% | −10,102−5.8% | 減碼 |
| South State Corp. | 161,988 | $3,974 萬 | 1.82% | +7,926+5.1% | 加碼 |
| Gulf International Bank (UK) Ltd | 161,537 | $3,963 萬 | 1.37% | −62,005−27.7% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 161,520 | $3,962 萬 | 1.16% | +12,543+8.4% | 加碼 |
| Polaris Capital Management, LLC | 160,944 | $3,948 萬 | 2.26% | −34,907−17.8% | 減碼 |
| National Mutual Insurance Federation of Agricultural Cooperatives | 160,900 | $3,947 萬 | 0.35% | 00.0% | 不變 |
| Private Wealth Partners, LLC | 160,653 | $3,941 萬 | 3.26% | −12,256−7.1% | 減碼 |
| Advisory Services Network, LLC | 160,543 | $3,938 萬 | 0.76% | −3,099−1.9% | 減碼 |
| Central Securities Corp | 160,000 | $3,925 萬 | 3.74% | −20,000−11.1% | 減碼 |
| Sandy Spring Bank | 158,527 | $3,889 萬 | 1.64% | −9,734−5.8% | 減碼 |
| Fishman Jay A Ltd | 158,494 | $3,888 萬 | 4.25% | −12,871−7.5% | 減碼 |
| Conning Inc. | 158,343 | $3,884 萬 | 1.36% | −13,767−8.0% | 減碼 |
| Fukoku Mutual Life Insurance Co | 157,370 | $3,860 萬 | 2.86% | −530−0.3% | 減碼 |
| Marco Investment Management LLC | 157,086 | $3,853 萬 | 3.57% | −383−0.2% | 減碼 |
| Modern Wealth Management, LLC | 156,789 | $3,846 萬 | 1.23% | +1,546+1.0% | 加碼 |
| Allen Investment Management LLC | 156,503 | $3,839 萬 | 0.45% | +287+0.2% | 加碼 |
| Norinchukin Bank, The | 156,406 | $3,837 萬 | 0.71% | +19,105+13.9% | 加碼 |
| Anchor Capital Advisors LLC | 156,140 | $3,830 萬 | 1.14% | −5,744−3.5% | 減碼 |
| TCG Advisory Services, LLC | 154,903 | $3,800 萬 | 1.53% | +13,370+9.4% | 加碼 |
| Aviso Financial Inc. | 154,786 | $3,797 萬 | 1.87% | +141,557+1,070.1% | 加碼 |
| Madison Asset Management, LLC | 153,654 | $3,769 萬 | 0.42% | −5,353−3.4% | 減碼 |
| Fisher Funds Management LTD | 151,855 | $3,725 萬 | 0.90% | −10,415−6.4% | 減碼 |
| Vestor Capital, LLC | 151,769 | $3,723 萬 | 3.06% | +475+0.3% | 加碼 |
| Bailard, Inc. | 150,787 | $3,699 萬 | 0.95% | +5,921+4.1% | 加碼 |
| Louisiana State Employees Retirement System | 150,400 | $3,689 萬 | 0.73% | −1,000−0.7% | 減碼 |