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 |
|---|---|---|---|---|---|
| Valeo Financial Advisors, LLC | 174,600 | $3,684 萬 | 1.03% | +2,742+1.6% | 加碼 |
| Clear Street LLC | 150,000 | $3,680 萬 | 0.73% | −50,000−25.0% | 減碼 |
| Franklin Street Advisors Inc | 149,549 | $3,668 萬 | 2.59% | −795−0.5% | 減碼 |
| Atria Wealth Solutions, Inc. | 149,525 | $3,668 萬 | 0.44% | −19,642−11.6% | 減碼 |
| Rothschild Investment LLC | 149,145 | $3,659 萬 | 2.45% | −1,716−1.1% | 減碼 |
| Hantz Financial Services, Inc. | 148,938 | $3,653 萬 | 0.64% | −3,669−2.4% | 減碼 |
| Tudor Investment Corp Et Al | 148,748 | $3,649 萬 | 0.33% | +148,748 | 新進 |
| Securian Asset Management, Inc | 148,115 | $3,633 萬 | 1.10% | −3,197−2.1% | 減碼 |
| Railway Pension Investments Ltd | 148,064 | $3,632 萬 | 0.52% | +4,564+3.2% | 加碼 |
| Cornerstone Investment Partners, LLC | 147,967 | $3,630 萬 | 1.76% | −32,702−18.1% | 減碼 |
| Carret Asset Management, LLC | 147,339 | $3,614 萬 | 4.08% | −1,391−0.9% | 減碼 |
| Snowden Capital Advisors LLC | 147,097 | $3,608 萬 | 1.15% | −78−0.1% | 減碼 |
| Atlantic Union Bankshares Corp | 146,716 | $3,599 萬 | 2.18% | −11,346−7.2% | 減碼 |
| Wesleyan Assurance Society | 146,579 | $3,595 萬 | 2.67% | +1,835+1.3% | 加碼 |
| Foundations Investment Advisors, LLC | 145,741 | $3,575 萬 | 0.66% | +17,437+13.6% | 加碼 |
| Lowe Brockenbrough & Co Inc | 145,475 | $3,568 萬 | 2.35% | −630.0% | 減碼 |
| ING Groep NV | 145,341 | $3,565 萬 | 0.25% | +90,821+166.6% | 加碼 |
| MMBG Investment Advisors Co. | 144,915 | $3,555 萬 | 4.02% | −1,391−1.0% | 減碼 |
| Matrix Asset Advisors Inc | 144,561 | $3,546 萬 | 3.91% | −17,245−10.7% | 減碼 |
| FineMark National Bank & Trust | 144,513 | $3,545 萬 | 1.29% | −4,008−2.7% | 減碼 |
| Wilsey Asset Management Inc | 144,148 | $3,536 萬 | 7.09% | −7,066−4.7% | 減碼 |
| Moran Wealth Management, LLC | 143,976 | $3,532 萬 | 1.19% | −88,869−38.2% | 減碼 |
| Fiduciary Alliance LLC | 142,894 | $3,505 萬 | 3.45% | +1,193+0.8% | 加碼 |
| Hosking Partners LLP | 142,332 | $3,491 萬 | 1.47% | −27,175−16.0% | 減碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 140,354 | $3,443 萬 | 1.01% | −43,688−23.7% | 減碼 |
| Schwerin Boyle Capital Management Inc | 140,118 | $3,437 萬 | 3.54% | −6,118−4.2% | 減碼 |
| ExodusPoint Capital Management, LP | 139,858 | $3,431 萬 | 0.45% | +139,858 | 新進 |
| Abn Amro Investment Solutions | 139,731 | $3,428 萬 | 0.72% | +9,234+7.1% | 加碼 |
| LaFleur & Godfrey LLC | 139,280 | $3,417 萬 | 4.64% | +781+0.6% | 加碼 |
| Noesis Capital Mangement Corp | 139,264 | $3,416 萬 | 6.79% | +117+0.1% | 加碼 |
| Appleton Partners Inc | 139,226 | $3,415 萬 | 2.64% | −3,400−2.4% | 減碼 |
| Osterweis Capital Management Inc | 138,416 | $3,395 萬 | 1.68% | +391+0.3% | 加碼 |
| Kanawha Capital Management LLC | 138,412 | $3,395 萬 | 2.64% | +1,052+0.8% | 加碼 |
| Rockland Trust Co | 138,171 | $3,389 萬 | 1.70% | −22,523−14.0% | 減碼 |
| First National Bank of Omaha | 138,048 | $3,386 萬 | 2.31% | −12,074−8.0% | 減碼 |
| Penobscot Investment Management Company, Inc. | 137,175 | $3,365 萬 | 3.16% | +2,949+2.2% | 加碼 |
| NFJ Investment Group, LLC | 136,981 | $3,360 萬 | 1.13% | −3,961−2.8% | 減碼 |
| NBT Bank N A | 136,810 | $3,356 萬 | 2.42% | −3,841−2.7% | 減碼 |
| Oak Associates, Ltd | 136,315 | $3,344 萬 | 2.51% | −10,101−6.9% | 減碼 |
| Axxcess Wealth Management, LLC | 136,228 | $3,342 萬 | 0.91% | −11,330−7.7% | 減碼 |
| Fred Alger Management, LLC | 134,874 | $3,308 萬 | 0.19% | +20,241+17.7% | 加碼 |
| Dana Investment Advisors, Inc. | 134,808 | $3,307 萬 | 1.18% | −2,958−2.1% | 減碼 |
| Neville Rodie & Shaw Inc | 134,722 | $3,305 萬 | 2.59% | −6,459−4.6% | 減碼 |
| Greenleaf Trust | 134,574 | $3,301 萬 | 0.30% | +4,895+3.8% | 加碼 |
| Resources Investment Advisors, LLC. | 134,427 | $3,297 萬 | 0.39% | −9,390−6.5% | 減碼 |
| First Citizens Bank & Trust Co | 134,313 | $3,295 萬 | 0.84% | −5,313−3.8% | 減碼 |
| Barrow Hanley Mewhinney & Strauss LLC | 134,273 | $3,294 萬 | 0.12% | −21,886−14.0% | 減碼 |
| First Fiduciary Investment Counsel, Inc. | 134,220 | $3,292 萬 | 7.06% | −9,290−6.5% | 減碼 |
| AG2R la Mondiale Gestion D'Actifs | 124,574 | $3,289 萬 | 1.78% | +124,574 | 新進 |
| Maryland State Retirement & Pension System | 131,637 | $3,229 萬 | 0.77% | −20,139−13.3% | 減碼 |
| New Mexico Educational Retirement Board | 131,550 | $3,227 萬 | 1.16% | −4,100−3.0% | 減碼 |
| Tower Bridge Advisors | 130,980 | $3,213 萬 | 3.59% | −530−0.4% | 減碼 |
| WSFS Capital Management, LLC | 130,879 | $3,210 萬 | 1.93% | −11,081−7.8% | 減碼 |
| Narwhal Capital Management | 130,585 | $3,203 萬 | 2.85% | +4,815+3.8% | 加碼 |
| BLB&B Advisors, LLC | 130,518 | $3,202 萬 | 1.63% | −3,085−2.3% | 減碼 |
| Patten & Patten Inc | 130,423 | $3,199 萬 | 2.14% | −2,847−2.1% | 減碼 |
| Parallel Advisors, LLC | 130,397 | $3,198 萬 | 0.72% | +881+0.7% | 加碼 |
| Motley Fool Asset Management LLC | 130,064 | $3,190 萬 | 1.79% | −1,924−1.5% | 減碼 |
| Alley Investment Management Company, LLC | 129,510 | $3,177 萬 | 3.99% | +264+0.2% | 加碼 |
| Vident Advisory, LLC | 129,454 | $3,176 萬 | 0.46% | +19,350+17.6% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 129,440 | $3,175 萬 | 1.83% | +1,523+1.2% | 加碼 |
| Stonebridge Capital Advisors LLC | 129,413 | $3,174 萬 | 2.59% | −25,854−16.7% | 減碼 |
| HRT Financial LP | 129,023 | $3,165 萬 | 0.20% | −539,675−80.7% | 減碼 |
| Elo Mutual Pension Insurance Co | 128,754 | $3,158 萬 | 0.71% | −130,890−50.4% | 減碼 |
| Eisler Capital Management Ltd. | 128,735 | $3,156 萬 | 0.95% | +119,266+1,259.5% | 加碼 |
| Palisade Capital Management LLC | 128,416 | $3,150 萬 | 0.90% | −3,861−2.9% | 減碼 |
| Abner Herrman & Brock LLC | 128,130 | $3,143 萬 | 4.01% | −1,576−1.2% | 減碼 |
| Moors & Cabot, Inc. | 127,580 | $3,130 萬 | 1.59% | −6,045−4.5% | 減碼 |
| First American Bank | 127,237 | $3,121 萬 | 2.31% | +2,121+1.7% | 加碼 |
| Steigerwald, Gordon & Koch Inc. | 126,825 | $3,111 萬 | 3.47% | −2,970−2.3% | 減碼 |
| Banque Transatlantique SA | 126,759 | $3,110 萬 | 0.94% | −104,088−45.1% | 減碼 |
| Verity & Verity, LLC | 126,091 | $3,093 萬 | 2.72% | +524+0.4% | 加碼 |
| Meiji Yasuda Life Insurance Co | 125,755 | $3,085 萬 | 0.62% | −542−0.4% | 減碼 |
| HBK Sorce Advisory LLC | 125,514 | $3,079 萬 | 0.90% | +321+0.3% | 加碼 |
| Perigon Wealth Management, LLC | 125,469 | $3,078 萬 | 0.79% | −1,394−1.1% | 減碼 |
| Benjamin Edwards Inc | 125,464 | $3,078 萬 | 0.43% | −21,761−14.8% | 減碼 |
| Shellback Capital, LP | 125,000 | $3,066 萬 | 2.97% | +125,000 | 新進 |
| Rit Capital Partners PLC | 125,000 | $3,066 萬 | 5.94% | −27,600−18.1% | 減碼 |
| Nemes Rush Group LLC | 124,973 | $3,066 萬 | 3.88% | −1,072−0.9% | 減碼 |
| Vinva Investment Management Ltd | 126,072 | $3,062 萬 | 1.25% | −9,155−6.8% | 減碼 |
| Kingsview Wealth Management, LLC | 124,173 | $3,046 萬 | 0.57% | +1,795+1.5% | 加碼 |
| Sumitomo Mitsui Financial Group, Inc. | 124,099 | $3,043 萬 | 0.56% | +21,869+21.4% | 加碼 |
| Summit Financial, LLC | 123,545 | $3,031 萬 | 0.85% | +29,269+31.0% | 加碼 |
| Bridgeway Capital Management, LLC | 123,389 | $3,027 萬 | 0.76% | −3,177−2.5% | 減碼 |
| Bollard Group LLC | 123,074 | $3,019 萬 | 0.79% | +620+0.5% | 加碼 |
| Resources Management Corp | 122,683 | $3,009 萬 | 4.23% | −1,623−1.3% | 減碼 |
| Savant Capital, LLC | 122,477 | $3,004 萬 | 0.25% | −39,154−24.2% | 減碼 |
| Choate Investment Advisors | 122,301 | $3,000 萬 | 0.75% | −3,411−2.7% | 減碼 |
| Hudson Bay Capital Management LP | 122,288 | $3,000 萬 | 0.19% | +94,252+336.2% | 加碼 |
| Foster Dykema Cabot & Partners, LLC | 122,113 | $2,995 萬 | 2.40% | −1,187−1.0% | 減碼 |
| Great Valley Advisor Group, Inc. | 121,968 | $2,992 萬 | 0.64% | −26,221−17.7% | 減碼 |
| La Banque Postale Asset Management SA | 121,303 | $2,976 萬 | 0.46% | −3,494−2.8% | 減碼 |
| Northeast Financial Consultants Inc | 120,671 | $2,960 萬 | 1.31% | −29,861−19.8% | 減碼 |
| First Foundation Advisors | 120,495 | $2,956 萬 | 1.20% | −6,952−5.5% | 減碼 |
| TAM Capital Management Inc. | 120,326 | $2,952 萬 | 24.77% | −17,691−12.8% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 119,974 | $2,943 萬 | 1.19% | −4,283−3.4% | 減碼 |
| First Long Island Investors, LLC | 119,694 | $2,936 萬 | 2.42% | −2,969−2.4% | 減碼 |
| Shufro Rose & Co LLC | 119,014 | $2,919 萬 | 2.31% | −2,855−2.3% | 減碼 |
| KMG Fiduciary Partners, LLC | 118,956 | $2,918 萬 | 2.42% | −4,457−3.6% | 減碼 |
| Baltimore-Washington Financial Advisors, Inc. | 118,905 | $2,917 萬 | 1.55% | +2,589+2.2% | 加碼 |