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 |
|---|---|---|---|---|---|
| Osborne Partners Capital Management, LLC | 118,613 | $2,910 萬 | 1.68% | −6,170−4.9% | 減碼 |
| Culbertson A N & Co Inc | 117,892 | $2,892 萬 | 4.62% | +450.0% | 加碼 |
| Absher Wealth Management, LLC | 117,847 | $2,891 萬 | 3.79% | +2,057+1.8% | 加碼 |
| Galvin, Gaustad & Stein, LLC | 116,800 | $2,865 萬 | 2.56% | −12,984−10.0% | 減碼 |
| Adell Harriman & Carpenter Inc | 116,593 | $2,860 萬 | 2.15% | −499−0.4% | 減碼 |
| Arkadios Wealth Advisors | 116,068 | $2,847 萬 | 1.08% | +30,459+35.6% | 加碼 |
| Sit Investment Associates Inc | 116,016 | $2,846 萬 | 0.67% | +10,214+9.7% | 加碼 |
| Burney Co | 115,285 | $2,828 萬 | 1.03% | +4,786+4.3% | 加碼 |
| Rothschild Capital Partners, LLC | 114,468 | $2,808 萬 | 7.35% | +4,225+3.8% | 加碼 |
| Sonora Investment Management Group, LLC | 114,409 | $2,806 萬 | 2.22% | +763+0.7% | 加碼 |
| Private Capital Management, LLC | 113,952 | $2,795 萬 | 3.12% | −510.0% | 減碼 |
| Concurrent Investment Advisors, LLC | 113,870 | $2,793 萬 | 0.68% | +9,260+8.9% | 加碼 |
| Janney Capital Management LLC | 113,670 | $2,788 萬 | 1.92% | −4,070−3.5% | 減碼 |
| F/M Investments LLC | 113,652 | $2,788 萬 | 1.11% | −11,176−9.0% | 減碼 |
| Drexel Morgan & Co. | 113,589 | $2,786 萬 | 5.85% | 00.0% | 不變 |
| Smith Group Asset Management, LLC | 113,360 | $2,781 萬 | 2.08% | +2,863+2.6% | 加碼 |
| ARS Wealth Advisors Group, LLC | 112,862 | $2,768 萬 | 3.91% | −3,471−3.0% | 減碼 |
| Congress Asset Management Co | 112,742 | $2,766 萬 | 0.21% | −2,123−1.8% | 減碼 |
| TruWealth Advisors, LLC | 112,517 | $2,760 萬 | 1.67% | −14,391−11.3% | 減碼 |
| Manitou Investment Management Ltd. | 112,236 | $2,753 萬 | 5.35% | +927+0.8% | 加碼 |
| Parkwood LLC | 112,109 | $2,750 萬 | 2.69% | +112,109 | 新進 |
| Colonial Trust Advisors | 111,636 | $2,738 萬 | 2.44% | +1,766+1.6% | 加碼 |
| Merit Financial Group, LLC | 111,410 | $2,733 萬 | 0.41% | +15,781+16.5% | 加碼 |
| Stillwater Capital Advisors, LLC | 110,932 | $2,721 萬 | 3.80% | −1,478−1.3% | 減碼 |
| National Asset Management, Inc. | 110,579 | $2,713 萬 | 0.82% | +3,185+3.0% | 加碼 |
| Transform Wealth, LLC | 110,301 | $2,706 萬 | 1.64% | +1,288+1.2% | 加碼 |
| Clear Harbor Asset Management, LLC | 110,180 | $2,703 萬 | 2.14% | −232−0.2% | 減碼 |
| Texas Yale Capital Corp. | 110,123 | $2,701 萬 | 1.11% | +565+0.5% | 加碼 |
| Tower Research Capital LLC (TRC) | 108,284 | $2,699 萬 | 0.80% | −60,954−36.0% | 減碼 |
| J.P. Marvel Investment Advisors, LLC | 110,010 | $2,699 萬 | 4.67% | −183−0.2% | 減碼 |
| Brown Brothers Harriman & Co | 109,703 | $2,691 萬 | 0.19% | −2,167−1.9% | 減碼 |
| Dearborn Partners LLC | 109,185 | $2,678 萬 | 1.29% | −988−0.9% | 減碼 |
| ProVise Management Group, LLC | 109,040 | $2,675 萬 | 2.27% | −2,213−2.0% | 減碼 |
| M.D. Sass Investors Services, Inc. | 108,585 | $2,664 萬 | 2.34% | −19,717−15.4% | 減碼 |
| Rbo & Co LLC | 108,319 | $2,657 萬 | 4.24% | −2,053−1.9% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 108,258 | $2,656 萬 | 1.53% | +38,850+56.0% | 加碼 |
| South Dakota Investment Council | 107,993 | $2,649 萬 | 0.54% | −935−0.9% | 減碼 |
| Fifth Third Wealth Advisors LLC | 107,779 | $2,644 萬 | 1.37% | +9,871+10.1% | 加碼 |
| Temasek Holdings (Private) Ltd | 107,731 | $2,643 萬 | 0.11% | +20,300+23.2% | 加碼 |
| Gillespie Robinson & Grimm Inc | 107,420 | $2,635 萬 | 2.13% | −3,050−2.8% | 減碼 |
| AIA Group Ltd | 106,963 | $2,624 萬 | 0.64% | +14,936+16.2% | 加碼 |
| Azimuth Capital Investment Management LLC | 106,905 | $2,622 萬 | 1.04% | −2,402−2.2% | 減碼 |
| DuPont Capital Management Corp | 105,693 | $2,593 萬 | 2.87% | −5,717−5.1% | 減碼 |
| Edmond de Rothschild Holding S.A. | 105,548 | $2,589 萬 | 0.46% | −5,662−5.1% | 減碼 |
| ArrowMark Colorado Holdings LLC | 105,471 | $2,587 萬 | 0.42% | 00.0% | 不變 |
| SS&H Financial Advisors, Inc. | 105,398 | $2,585 萬 | 9.64% | −1,134−1.1% | 減碼 |
| Sumitomo Life Insurance Co | 105,260 | $2,582 萬 | 0.92% | +873+0.8% | 加碼 |
| Miracle Mile Advisors, LLC | 105,219 | $2,581 萬 | 0.52% | +624+0.6% | 加碼 |
| Linscomb & Williams, Inc. | 104,969 | $2,575 萬 | 1.28% | −2,840−2.6% | 減碼 |
| Grassi Investment Management | 104,950 | $2,574 萬 | 2.38% | −635−0.6% | 減碼 |
| Thoroughbred Financial Services, LLC | 104,732 | $2,569 萬 | 1.60% | +4,970+5.0% | 加碼 |
| Cary Street Partners Financial LLC | 104,605 | $2,566 萬 | 0.81% | −1,373−1.3% | 減碼 |
| Thomasville National Bank | 104,304 | $2,559 萬 | 1.87% | −83,436−44.4% | 減碼 |
| Trexquant Investment LP | 104,189 | $2,556 萬 | 0.30% | +104,189 | 新進 |
| Kornitzer Capital Management Inc | 104,143 | $2,555 萬 | 0.53% | −1,154−1.1% | 減碼 |
| Rempart Asset Management Inc. | 104,138 | $2,555 萬 | 5.27% | −13,348−11.4% | 減碼 |
| Freestone Capital Holdings, LLC | 104,024 | $2,552 萬 | 0.96% | −4,106−3.8% | 減碼 |
| Danica Pension, Livsforsikringsaktieselskab | 103,746 | $2,545 萬 | 0.50% | +48,998+89.5% | 加碼 |
| Arvest Bank Trust Division | 103,593 | $2,541 萬 | 1.61% | −18,717−15.3% | 減碼 |
| Level Four Advisory Services, LLC | 103,284 | $2,534 萬 | 1.04% | +4,259+4.3% | 加碼 |
| Northwest & Ethical Investments L.P. | 103,199 | $2,531 萬 | 0.69% | +9,758+10.4% | 加碼 |
| Birch Hill Investment Advisors LLC | 102,548 | $2,516 萬 | 1.19% | −1,068−1.0% | 減碼 |
| Trust Co of Toledo NA | 101,917 | $2,500 萬 | 3.31% | +200.0% | 加碼 |
| Cullen Investment Group, Ltd. | 101,694 | $2,495 萬 | 3.78% | +195+0.2% | 加碼 |
| Ninety One SA (PTY) Ltd | 102,507 | $2,489 萬 | 4.61% | −25,890−20.2% | 減碼 |
| CWA Asset Management Group, LLC | 101,367 | $2,487 萬 | 1.19% | −5,779−5.4% | 減碼 |
| Lighthouse Investment Partners, LLC | 101,157 | $2,481 萬 | 1.13% | +82,636+446.2% | 加碼 |
| Knights of Columbus Asset Advisors LLC | 101,122 | $2,481 萬 | 1.71% | +40,737+67.5% | 加碼 |
| Empirical Finance, LLC | 100,899 | $2,475 萬 | 1.49% | +1,054+1.1% | 加碼 |
| Edgar Lomax Co | 100,785 | $2,472 萬 | 1.55% | −31,080−23.6% | 減碼 |
| Callahan Advisors, LLC | 100,543 | $2,466 萬 | 2.35% | −7,572−7.0% | 減碼 |
| Cidel Asset Management Inc | 100,543 | $2,466 萬 | 1.61% | +3,296+3.4% | 加碼 |
| United Bank | 100,447 | $2,464 萬 | 3.13% | −670−0.7% | 減碼 |
| Andra AP-fonden | 99,900 | $2,451 萬 | 0.40% | −150,200−60.1% | 減碼 |
| Allstate Corp | 99,360 | $2,437 萬 | 0.72% | +14,731+17.4% | 加碼 |
| Oak Harvest Investment Services | 99,342 | $2,437 萬 | 3.40% | +3,855+4.0% | 加碼 |
| Spire Wealth Management | 99,162 | $2,432 萬 | 0.78% | +4,102+4.3% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 99,381 | $2,432 萬 | 0.71% | −4,643−4.5% | 減碼 |
| Summit Trail Advisors, LLC | 99,119 | $2,431 萬 | 0.80% | +9,397+10.5% | 加碼 |
| Capstone Investment Advisors, LLC | 99,009 | $2,429 萬 | 0.22% | +79,558+409.0% | 加碼 |
| Washington Trust Bank | 98,301 | $2,411 萬 | 2.42% | +87+0.1% | 加碼 |
| Hamilton Capital Partners Inc. | 98,251 | $2,410 萬 | 1.55% | +1,516+1.6% | 加碼 |
| Brookstone Capital Management | 98,194 | $2,409 萬 | 0.35% | +12,837+15.0% | 加碼 |
| Tritonpoint Wealth, LLC | 97,926 | $2,402 萬 | 2.29% | −49−0.1% | 減碼 |
| Harvest Portfolios Group Inc. | 97,904 | $2,402 萬 | 0.71% | −6,408−6.1% | 減碼 |
| Yarbrough Capital, LLC | 97,875 | $2,401 萬 | 1.03% | 00.0% | 不變 |
| Rice Partnership, LLC | 97,254 | $2,386 萬 | 4.90% | +3,208+3.4% | 加碼 |
| Forbes J M & Co LLP | 96,994 | $2,379 萬 | 2.30% | +2,459+2.6% | 加碼 |
| Easterly Investment Partners LLC | 96,952 | $2,378 萬 | 1.98% | −12,029−11.0% | 減碼 |
| Webster Bank, N. A. | 96,631 | $2,370 萬 | 2.61% | −2,813−2.8% | 減碼 |
| Davy Global Fund Management Ltd | 96,319 | $2,363 萬 | 2.78% | −934−1.0% | 減碼 |
| Pallas Capital Advisors LLC | 96,296 | $2,362 萬 | 0.98% | −7,007−6.8% | 減碼 |
| Assenagon Asset Management S.A. | 96,203 | $2,360 萬 | 0.04% | −152−0.2% | 減碼 |
| GAMMA Investing LLC | 96,029 | $2,356 萬 | 1.77% | +5,296+5.8% | 加碼 |
| Lyell Wealth Management, LP | 95,780 | $2,349 萬 | 2.20% | +5,725+6.4% | 加碼 |
| Private Management Group Inc | 95,600 | $2,345 萬 | 0.84% | −33,885−26.2% | 減碼 |
| TD Private Client Wealth LLC | 95,472 | $2,342 萬 | 0.65% | +1,085+1.1% | 加碼 |
| Albion Financial Group | 95,460 | $2,342 萬 | 1.66% | −108−0.1% | 減碼 |
| Mutual Advisors, LLC | 95,935 | $2,336 萬 | 0.67% | −1,686−1.7% | 減碼 |
| Courant Investment Management LLC | 94,897 | $2,328 萬 | 19.50% | 00.0% | 不變 |