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 5,156 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 2 季 13F 持有人
JPMorgan Chase & Co 在 2025/6/30 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
- 4,752
- 較 2025 年第 1 季 +144 家
- 持有股數
- 20.1 億
- 較 2025 年第 1 季 −77.5 萬 (0.0%)
- 總市值
- $5,824 億
- 較 2025 年第 1 季 +$891.1 億 (+18.1%)
- 新進機構
- 249
- 另有 2,030 家加碼
- 清倉機構
- 105
- 另有 2,012 家減碼
另有 71 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 | 5,156 | $6,437 億 |
| 2026 年第 1 季 | 5,102 | $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 | 4,679 | $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 | 3,711 | $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 | 3,629 | $2,783 億 |
| 2022 年第 3 季 | 3,396 | $2,129 億 |
| 2022 年第 2 季 | 3,428 | $2,293 億 |
| 2022 年第 1 季 | 3,519 | $2,789 億 |
| 2021 年第 4 季 | 3,594 | $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 2 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 271,954,190 | $788.4 億 | 1.28% | −842,398−0.3% | 減碼 |
| BlackRock, Inc. | 205,887,833 | $596.9 億 | 1.14% | −2,327,705−1.1% | 減碼 |
| State Street Corp | 125,287,735 | $363.2 億 | 1.36% | −2,230,688−1.7% | 減碼 |
| Morgan Stanley | 66,985,321 | $194.2 億 | 1.27% | −2,369,463−3.4% | 減碼 |
| Geode Capital Management, LLC | 61,129,271 | $176.5 億 | 1.24% | +300,160+0.5% | 加碼 |
| Bank of America Corp | 53,873,014 | $156.2 億 | 1.26% | +6,287,359+13.2% | 加碼 |
| FMR LLC | 42,043,115 | $121.9 億 | 0.69% | −4,962,193−10.6% | 減碼 |
| Norges Bank | 35,511,741 | $103.0 億 | 1.29% | +589,119+1.7% | 加碼 |
| Northern Trust Corp | 32,541,931 | $94.3 億 | 1.30% | −576,167−1.7% | 減碼 |
| Price T Rowe Associates Inc | 28,727,851 | $83.3 億 | 0.94% | −179,464−0.6% | 減碼 |
| Capital International Investors | 28,137,573 | $81.6 億 | 1.40% | −640,664−2.2% | 減碼 |
| Capital World Investors | 24,257,328 | $70.3 億 | 1.02% | −921,241−3.7% | 減碼 |
| Wells Fargo & Company | 23,648,318 | $68.6 億 | 1.51% | −349,112−1.5% | 減碼 |
| Capital Research Global Investors | 23,505,294 | $68.1 億 | 1.36% | +2,109,979+9.9% | 加碼 |
| Bank of New York Mellon Corp | 23,420,985 | $67.9 億 | 1.28% | −1,380,168−5.6% | 減碼 |
| Royal Bank of Canada | 22,766,452 | $66.0 億 | 1.28% | −575,452−2.5% | 減碼 |
| Ameriprise Financial Inc | 21,907,008 | $63.5 億 | 1.57% | −511,997−2.3% | 減碼 |
| Goldman Sachs Group Inc | 21,140,249 | $61.3 億 | 0.99% | +1,248,267+6.3% | 加碼 |
| Wellington Management Group LLP | 20,522,665 | $59.5 億 | 1.08% | −3,342,908−14.0% | 減碼 |
| UBS Group AG | 20,436,627 | $59.2 億 | 1.24% | −1,529,846−7.0% | 減碼 |
| UBS Asset Management Americas Inc | 19,884,778 | $57.6 億 | 1.17% | +1,443,734+7.8% | 加碼 |
| Charles Schwab Investment Management Inc | 19,788,561 | $57.4 億 | 0.99% | −57,502−0.3% | 減碼 |
| Dimensional Fund Advisors LP | 19,280,322 | $55.9 億 | 1.29% | −818,451−4.1% | 減碼 |
| Legal & General Group Plc | 18,301,953 | $53.1 億 | 1.32% | −648,097−3.4% | 減碼 |
| Massachusetts Financial Services Co | 17,366,071 | $50.3 億 | 1.60% | −830,999−4.6% | 減碼 |
| Nuveen, LLC | 15,551,003 | $45.1 億 | 1.25% | −644,703−4.0% | 減碼 |
| Fisher Asset Management, LLC | 15,375,410 | $44.6 億 | 1.77% | −2,993,722−16.3% | 減碼 |
| Raymond James Financial Inc | 14,529,255 | $42.1 億 | 1.45% | −88,912−0.6% | 減碼 |
| Barclays PLC | 14,521,710 | $42.1 億 | 1.67% | +2,462,177+20.4% | 加碼 |
| Invesco Ltd. | 14,332,418 | $41.6 億 | 0.71% | +577,860+4.2% | 加碼 |
| Franklin Resources Inc | 13,015,760 | $37.7 億 | 1.00% | −236,337−1.8% | 減碼 |
| Deutsche Bank AG | 9,955,099 | $28.9 億 | 1.06% | −982,933−9.0% | 減碼 |
| Neuberger Berman Group LLC | 9,047,799 | $26.2 億 | 2.02% | +204,523+2.3% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7,524,197 | $21.8 億 | 2.26% | +76,413+1.0% | 加碼 |
| Boston Partners | 7,324,579 | $21.2 億 | 2.36% | −28,388−0.4% | 減碼 |
| Envestnet Asset Management Inc | 7,280,489 | $21.1 億 | 0.62% | +202,787+2.9% | 加碼 |
| HSBC Holdings PLC | 6,969,705 | $20.2 億 | 1.30% | −522,055−7.0% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 6,777,996 | $19.7 億 | 1.22% | +56,033+0.8% | 加碼 |
| The PNC Financial Services Group, Inc. | 6,755,668 | $19.6 億 | 1.26% | −33,882−0.5% | 減碼 |
| Schroder Investment Management Group | 6,489,116 | $18.8 億 | 1.59% | +585,152+9.9% | 加碼 |
| Baird Financial Group, Inc. | 6,257,540 | $18.1 億 | 3.18% | +151,170+2.5% | 加碼 |
| Bank of Montreal | 5,725,987 | $16.6 億 | 0.84% | −373,785−6.1% | 減碼 |
| Alliancebernstein L.P. | 5,630,274 | $16.3 億 | 0.53% | +135,070+2.5% | 加碼 |
| Citigroup Inc | 5,600,114 | $16.2 億 | 1.13% | +271,024+5.1% | 加碼 |
| California Public Employees Retirement System | 5,532,836 | $16.0 億 | 1.02% | −405,978−6.8% | 減碼 |
| Amundi | 5,420,044 | $15.8 億 | 0.55% | −345,982−6.0% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 5,434,942 | $15.8 億 | 1.26% | +335,218+6.6% | 加碼 |
| Bessemer Group Inc | 5,421,472 | $15.7 億 | 2.55% | −19,548−0.4% | 減碼 |
| BNP Paribas Arbitrage, SA | 5,336,164 | $15.5 億 | 1.20% | +344,668+6.9% | 加碼 |
| Principal Financial Group Inc | 5,325,094 | $15.4 億 | 0.82% | −93,404−1.7% | 減碼 |
| Clearbridge Investments, LLC | 5,305,311 | $15.4 億 | 1.25% | −962,314−15.4% | 減碼 |
| National Pension Service | 5,271,990 | $15.3 億 | 1.32% | +72,807+1.4% | 加碼 |
| TD Asset Management Inc | 5,113,248 | $14.8 億 | 1.27% | +45,094+0.9% | 加碼 |
| Primecap Management Co | 5,045,127 | $14.6 億 | 1.16% | −3,253−0.1% | 減碼 |
| Rhumbline Advisers | 4,960,424 | $14.4 億 | 1.23% | −153,381−3.0% | 減碼 |
| Unisphere Establishment | 4,826,000 | $14.0 億 | 11.27% | 00.0% | 不變 |
| JPMorgan Chase & Co | 4,803,189 | $13.9 億 | 0.10% | +232,961+5.1% | 加碼 |
| LPL Financial LLC | 4,799,864 | $13.9 億 | 0.46% | +408,242+9.3% | 加碼 |
| Swedbank AB | 4,608,192 | $13.4 億 | 1.50% | +4,608,192 | 新進 |
| Sanders Capital, LLC | 4,544,040 | $13.2 億 | 1.77% | −3,221,878−41.5% | 減碼 |
| Canada Pension Plan Investment Board | 4,465,799 | $12.9 億 | 1.11% | +298,984+7.2% | 加碼 |
| American Century Companies Inc | 4,436,888 | $12.9 億 | 0.70% | +157,694+3.7% | 加碼 |
| Janus Henderson Group PLC | 4,406,500 | $12.8 億 | 0.63% | −70,361−1.6% | 減碼 |
| California State Teachers Retirement System | 4,374,152 | $12.7 億 | 1.41% | −18,599−0.4% | 減碼 |
| National Bank of Canada | 4,184,962 | $12.1 億 | 1.31% | −333,778−7.4% | 減碼 |
| Stifel Financial Corp | 4,086,843 | $11.8 億 | 1.15% | −25,911−0.6% | 減碼 |
| Viking Global Investors LP大師維京全球投資 | 4,042,034 | $11.7 億 | 3.39% | +1,870,386+86.1% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 3,772,964 | $10.9 億 | 2.19% | +59,566+1.6% | 加碼 |
| US Bancorp | 3,726,019 | $10.8 億 | 1.36% | −73,184−1.9% | 減碼 |
| Robeco Institutional Asset Management B.V. | 3,690,397 | $10.7 億 | 1.73% | +221,232+6.4% | 加碼 |
| New York State Common Retirement Fund | 3,568,836 | $10.3 億 | 1.38% | −78,050−2.1% | 減碼 |
| Voya Investment Management LLC | 3,546,926 | $10.3 億 | 1.02% | +214,918+6.5% | 加碼 |
| Fayez Sarofim & Co | 3,497,410 | $10.2 億 | 2.45% | −138,919−3.8% | 減碼 |
| Ensign Peak Advisors, Inc | 3,465,386 | $10.0 億 | 1.72% | +2,647+0.1% | 加碼 |
| DekaBank Deutsche Girozentrale | 3,427,167 | $9.89 億 | 1.76% | −1,948−0.1% | 減碼 |
| Citadel Advisors LLC | 3,403,405 | $9.87 億 | 0.86% | +1,148,586+50.9% | 加碼 |
| CI Private Wealth, LLC | 3,386,661 | $9.82 億 | 1.42% | +41,089+1.2% | 加碼 |
| CIBC Private Wealth Group, LLC | 3,248,027 | $9.42 億 | 1.68% | −2,058−0.1% | 減碼 |
| Nordea Investment Management AB | 3,204,332 | $9.32 億 | 0.86% | −10,810−0.3% | 減碼 |
| FIL Ltd | 3,134,625 | $9.09 億 | 0.78% | +10,927+0.3% | 加碼 |
| Mariner, LLC | 3,130,571 | $9.07 億 | 1.31% | +355,848+12.8% | 加碼 |
| Truist Financial Corp | 2,896,798 | $8.40 億 | 1.23% | +15,734+0.5% | 加碼 |
| Rathbone Brothers plc | 2,773,075 | $8.04 億 | 3.47% | −71,964−2.5% | 減碼 |
| HighTower Advisors, LLC | 2,706,677 | $7.85 億 | 0.98% | −4,670−0.2% | 減碼 |
| State Board of Administration of Florida Retirement System | 2,693,747 | $7.81 億 | 1.39% | −34,633−1.3% | 減碼 |
| Great West Life Assurance Co | 2,652,442 | $7.70 億 | 1.22% | +45,426+1.7% | 加碼 |
| Manufacturers Life Insurance Company, The | 2,604,636 | $7.55 億 | 0.68% | −67,365−2.5% | 減碼 |
| KBC Group NV | 2,566,562 | $7.44 億 | 2.01% | +924,915+56.3% | 加碼 |
| Prudential Financial Inc | 2,540,069 | $7.36 億 | 0.95% | −188,806−6.9% | 減碼 |
| Mackenzie Financial Corp | 2,535,489 | $7.35 億 | 0.95% | −65,162−2.5% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 2,495,366 | $7.23 億 | 1.22% | −24,500−1.0% | 減碼 |
| Danske Bank A/S | 2,477,622 | $7.18 億 | 1.78% | +326,590+15.2% | 加碼 |
| Standard Life Aberdeen plc | 2,431,568 | $7.10 億 | 1.21% | +87,085+3.7% | 加碼 |
| Capital Wealth Planning, LLC | 2,405,225 | $6.97 億 | 5.50% | −52,183−2.1% | 減碼 |
| APG Asset Management N.V. | 2,748,925 | $6.79 億 | 2.01% | −23,755−0.9% | 減碼 |
| Natixis Advisors, L.P. | 2,337,343 | $6.78 億 | 1.08% | +143,203+6.5% | 加碼 |
| Blair William & Co | 2,329,745 | $6.75 億 | 1.88% | +10,609+0.5% | 加碼 |
| Storebrand Asset Management AS | 2,323,911 | $6.74 億 | 1.95% | +13,485+0.6% | 加碼 |
| New York State Teachers Retirement System | 2,309,022 | $6.69 億 | 1.40% | −10,519−0.5% | 減碼 |
| Victory Capital Management Inc | 2,298,435 | $6.67 億 | 0.43% | −177,829−7.2% | 減碼 |