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 |
|---|---|---|---|---|---|
| Old National Bancorp | 94,687 | $2,323 萬 | 0.61% | −7,715−7.5% | 減碼 |
| Bourgeon Capital Management LLC | 94,549 | $2,319 萬 | 4.99% | −30,971−24.7% | 減碼 |
| GHP Investment Advisors, Inc. | 94,432 | $2,316 萬 | 1.11% | +1,676+1.8% | 加碼 |
| Rossmore Private Capital | 94,279 | $2,313 萬 | 2.85% | +756+0.8% | 加碼 |
| Baldwin Brothers Inc | 94,046 | $2,307 萬 | 1.62% | +241+0.3% | 加碼 |
| J.W. Cole Advisors, Inc. | 93,952 | $2,305 萬 | 0.72% | +36,212+62.7% | 加碼 |
| Fort Sheridan Advisors LLC | 93,844 | $2,302 萬 | 3.49% | −2,937−3.0% | 減碼 |
| Talbot Financial, LLC | 93,740 | $2,299 萬 | 2.88% | −2,309−2.4% | 減碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 93,700 | $2,298 萬 | 2.44% | −9,015−8.8% | 減碼 |
| CSM Advisors, LLC | 93,142 | $2,285 萬 | 1.25% | −2,135−2.2% | 減碼 |
| Bragg Financial Advisors, Inc | 93,128 | $2,284 萬 | 0.94% | −2,069−2.2% | 減碼 |
| Cantor Fitzgerald Investment Adviser L.P. | 93,113 | $2,284 萬 | 1.66% | −19,297−17.2% | 減碼 |
| Thompson Siegel & Walmsley LLC | 93,090 | $2,284 萬 | 0.39% | −4,835−4.9% | 減碼 |
| Leavell Investment Management, Inc. | 93,083 | $2,283 萬 | 1.13% | −820−0.9% | 減碼 |
| Independence Bank of Kentucky | 92,782 | $2,276 萬 | 3.56% | +1,920+2.1% | 加碼 |
| Ballentine Partners, LLC | 92,461 | $2,268 萬 | 0.39% | +1,698+1.9% | 加碼 |
| Harbour Trust & Investment Management Co | 92,428 | $2,267 萬 | 2.75% | +4,888+5.6% | 加碼 |
| Fiduciary Group LLC | 92,070 | $2,258 萬 | 2.26% | −633−0.7% | 減碼 |
| Kodai Capital Management LP | 91,534 | $2,245 萬 | 0.89% | −16,879−15.6% | 減碼 |
| We Are One Seven, LLC | 91,471 | $2,244 萬 | 0.87% | −1,821−2.0% | 減碼 |
| Beese Fulmer Investment Management, Inc. | 91,404 | $2,242 萬 | 1.93% | +446+0.5% | 加碼 |
| Coldstream Capital Management Inc | 91,333 | $2,240 萬 | 0.48% | +478+0.5% | 加碼 |
| RPG Investment Advisory, LLC | 90,601 | $2,222 萬 | 1.59% | +46,641+106.1% | 加碼 |
| Procyon Private Wealth Partners, LLC | 90,497 | $2,220 萬 | 1.35% | +564+0.6% | 加碼 |
| Edge Wealth Management LLC | 90,235 | $2,213 萬 | 4.49% | +853+1.0% | 加碼 |
| Grimes & Company, Inc. | 90,208 | $2,213 萬 | 0.68% | +695+0.8% | 加碼 |
| Bleakley Financial Group, LLC | 90,126 | $2,211 萬 | 0.71% | +2,399+2.7% | 加碼 |
| Cincinnati Financial Corp | 90,000 | $2,208 萬 | 0.49% | 00.0% | 不變 |
| Premier Fund Managers Ltd | 90,714 | $2,203 萬 | 0.82% | −27,593−23.3% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 89,773 | $2,202 萬 | 0.67% | +24,965+38.5% | 加碼 |
| Canada Post Corp Registered Pension Plan | 89,507 | $2,196 萬 | 9.69% | −1,860−2.0% | 減碼 |
| Alberta Investment Management Corp | 89,420 | $2,193 萬 | 0.15% | −300−0.3% | 減碼 |
| Applied Finance Capital Management, LLC | 89,402 | $2,193 萬 | 1.61% | −140,766−61.2% | 減碼 |
| Guardian Partners Inc. | 90,917 | $2,190 萬 | 2.26% | −3,698−3.9% | 減碼 |
| Evergreen Capital Management LLC | 89,079 | $2,185 萬 | 0.73% | −35,566−28.5% | 減碼 |
| Trust Co of Virginia | 89,076 | $2,185 萬 | 2.02% | −2,874−3.1% | 減碼 |
| Terry L. Blaker | 89,018 | $2,184 萬 | 0.87% | −1,913−2.1% | 減碼 |
| Wedbush Securities Inc | 89,007 | $2,183 萬 | 0.80% | +4,244+5.0% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 88,930 | $2,181 萬 | 0.35% | −460−0.5% | 減碼 |
| Canandaigua National Bank & Trust Co | 88,684 | $2,175 萬 | 2.17% | −3,529−3.8% | 減碼 |
| Mission Wealth Management, LP | 88,270 | $2,165 萬 | 0.54% | +8,057+10.0% | 加碼 |
| Motco | 88,110 | $2,161 萬 | 2.28% | −6,569−6.9% | 減碼 |
| Westchester Capital Management, Inc. | 88,094 | $2,161 萬 | 5.37% | +1,813+2.1% | 加碼 |
| J. Safra Sarasin Holding AG | 88,035 | $2,157 萬 | 0.39% | −3,768−4.1% | 減碼 |
| Logan Capital Management Inc | 87,255 | $2,140 萬 | 0.97% | −24,031−21.6% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 86,973 | $2,133 萬 | 0.82% | +3,960+4.8% | 加碼 |
| CAPROCK Group, Inc. | 86,780 | $2,129 萬 | 0.65% | +6,977+8.7% | 加碼 |
| Stratos Wealth Advisors, LLC | 86,777 | $2,129 萬 | 1.16% | +25,126+40.8% | 加碼 |
| Davis-Rea Ltd. | 86,425 | $2,120 萬 | 5.65% | +41,613+92.9% | 加碼 |
| Longbow Finance SA | 86,408 | $2,120 萬 | 2.54% | −18,556−17.7% | 減碼 |
| Barlow Wealth Partners, Inc. | 86,992 | $2,119 萬 | 2.78% | +983+1.1% | 加碼 |
| Cohen Capital Management, Inc. | 86,318 | $2,117 萬 | 3.63% | −14,540−14.4% | 減碼 |
| Montag A & Associates Inc | 85,953 | $2,108 萬 | 1.05% | +260.0% | 加碼 |
| Picton Mahoney Asset Management | 85,633 | $2,101 萬 | 0.72% | +32,553+61.3% | 加碼 |
| Cyndeo Wealth Partners, LLC | 85,625 | $2,100 萬 | 1.38% | +14,705+20.7% | 加碼 |
| NewSquare Capital LLC | 85,906 | $2,090 萬 | 1.71% | +789+0.9% | 加碼 |
| Nixon Peabody Trust Co | 85,081 | $2,087 萬 | 1.77% | −273−0.3% | 減碼 |
| Chicago Partners Investment Group LLC | 83,653 | $2,086 萬 | 0.69% | +1,104+1.3% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 85,040 | $2,086 萬 | 0.76% | +3,639+4.5% | 加碼 |
| Laurion Capital Management LP | 84,666 | $2,077 萬 | 1.60% | +84,666 | 新進 |
| Woodmont Investment Counsel LLC | 84,665 | $2,077 萬 | 1.50% | +973+1.2% | 加碼 |
| Courier Capital LLC | 84,645 | $2,076 萬 | 1.36% | +47+0.1% | 加碼 |
| Sand Hill Global Advisors, LLC | 84,110 | $2,063 萬 | 0.85% | −1,566−1.8% | 減碼 |
| Alerus Financial NA | 84,019 | $2,061 萬 | 1.65% | +8,868+11.8% | 加碼 |
| Generate Investment Management Ltd | 83,987 | $2,060 萬 | 1.45% | +45,879+120.4% | 加碼 |
| Biondo Investment Advisors, LLC | 83,891 | $2,058 萬 | 2.92% | −4,255−4.8% | 減碼 |
| Dnca Finance | 83,471 | $2,048 萬 | 1.70% | −395−0.5% | 減碼 |
| GDS Wealth Management | 83,349 | $2,045 萬 | 1.74% | +3,474+4.3% | 加碼 |
| Ledyard National Bank | 82,904 | $2,034 萬 | 2.01% | −2,184−2.6% | 減碼 |
| Aviance Capital Partners, LLC | 82,900 | $2,034 萬 | 2.86% | +235+0.3% | 加碼 |
| Dynamic Advisor Solutions LLC | 82,762 | $2,030 萬 | 0.67% | −3,357−3.9% | 減碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 82,680 | $2,028 萬 | 2.29% | −1,546−1.8% | 減碼 |
| Bridgewater Associates, LP | 82,467 | $2,023 萬 | 0.09% | +82,467 | 新進 |
| Clarity Financial LLC | 82,252 | $2,018 萬 | 2.32% | +14,206+20.9% | 加碼 |
| Charter Trust Co | 82,063 | $2,013 萬 | 1.33% | −3,823−4.5% | 減碼 |
| Middleton & Co Inc | 81,792 | $2,006 萬 | 2.34% | −2,269−2.7% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 81,732 | $2,005 萬 | 1.44% | −51,392−38.6% | 減碼 |
| JGP Wealth Management, LLC | 81,691 | $2,004 萬 | 2.64% | −10,696−11.6% | 減碼 |
| Peak Asset Management, LLC | 81,279 | $1,994 萬 | 3.79% | −4,065−4.8% | 減碼 |
| Palisade Asset Management, LLC | 80,883 | $1,984 萬 | 2.04% | −400.0% | 減碼 |
| Gotham Asset Management, LLC | 80,758 | $1,981 萬 | 0.17% | +8,235+11.4% | 加碼 |
| Cullinan Associates Inc | 80,383 | $1,972 萬 | 1.39% | −2,759−3.3% | 減碼 |
| Forum Financial Management, LP | 80,350 | $1,971 萬 | 0.33% | −2,629−3.2% | 減碼 |
| Verdence Capital Advisors LLC | 80,185 | $1,967 萬 | 1.50% | −454−0.6% | 減碼 |
| King Wealth | 80,037 | $1,963 萬 | 2.98% | −165−0.2% | 減碼 |
| General American Investors Co Inc | 80,000 | $1,962 萬 | 1.46% | 00.0% | 不變 |
| Archon Partners LLC | 80,000 | $1,962 萬 | 2.38% | 00.0% | 不變 |
| Gladstone Institutional Advisory LLC | 79,895 | $1,960 萬 | 0.91% | −2,336−2.8% | 減碼 |
| Siemens Fonds Invest GmbH | 79,851 | $1,959 萬 | 1.35% | +731+0.9% | 加碼 |
| Anderson Hoagland & Co | 90,305 | $1,958 萬 | 2.32% | −8,210−8.3% | 減碼 |
| Dixon Mitchell Investment Counsel Inc. | 79,598 | $1,957 萬 | 0.88% | −24,932−23.9% | 減碼 |
| MainStreet Investment Advisors LLC | 79,775 | $1,957 萬 | 2.85% | −3,249−3.9% | 減碼 |
| Interval Partners, LP | 79,757 | $1,956 萬 | 0.69% | +3,605+4.7% | 加碼 |
| Balyasny Asset Management LLC | 79,712 | $1,955 萬 | 0.05% | +71,997+933.2% | 加碼 |
| WoodTrust Financial Corp | 79,564 | $1,952 萬 | 2.73% | −486−0.6% | 減碼 |
| Farmers Trust Co | 79,537 | $1,951 萬 | 3.67% | −5,187−6.1% | 減碼 |
| Whitener Capital Management, Inc. | 79,496 | $1,950 萬 | 5.52% | −341−0.4% | 減碼 |
| Banque Cantonale Vaudoise | 79,482 | $1,950 萬 | 0.86% | +79,482 | 新進 |
| Novare Capital Management LLC | 79,351 | $1,946 萬 | 1.70% | −2,083−2.6% | 減碼 |
| Ritholtz Wealth Management | 78,931 | $1,936 萬 | 0.58% | +1,784+2.3% | 加碼 |