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 5,157 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 | 5,157 | $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 |
|---|---|---|---|---|---|
| Captrust Financial Advisors | 860,562 | $2.49 億 | 0.56% | +2,407+0.3% | 加碼 |
| Actiam N.V. | 856,259 | $2.48 億 | 3.18% | +43,396+5.3% | 加碼 |
| SEI Investments Co | 853,970 | $2.48 億 | 0.29% | +18,922+2.3% | 加碼 |
| Teacher Retirement System of Texas | 836,670 | $2.43 億 | 1.02% | −108,890−11.5% | 減碼 |
| GWM Advisors LLC | 830,470 | $2.41 億 | 1.24% | +156,977+23.3% | 加碼 |
| Clark Capital Management Group, Inc. | 830,069 | $2.41 億 | 1.67% | +52,056+6.7% | 加碼 |
| Empower Advisory Group, LLC | 828,122 | $2.40 億 | 0.72% | +23,504+2.9% | 加碼 |
| Arizona State Retirement System | 817,422 | $2.37 億 | 1.37% | −2,937−0.4% | 減碼 |
| Capitolis Liquid Global Markets LLC | 811,600 | $2.35 億 | 1.72% | +258,200+46.7% | 加碼 |
| Employees Provident Fund Board | 800,000 | $2.32 億 | 2.00% | +296,259+58.8% | 加碼 |
| First Financial Bankshares Inc | 791,817 | $2.30 億 | 5.14% | +5,228+0.7% | 加碼 |
| AXA S.A. | 789,932 | $2.29 億 | 0.66% | +21,437+2.8% | 加碼 |
| LGT Group Foundation | 775,301 | $2.25 億 | 2.82% | +28,961+3.9% | 加碼 |
| Loomis Sayles & Co L P | 772,736 | $2.24 億 | 0.28% | +83,856+12.2% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 767,328 | $2.22 億 | 3.10% | +11,988+1.6% | 加碼 |
| Susquehanna International Group, LLP | 766,369 | $2.22 億 | 0.34% | +46,832+6.5% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 761,725 | $2.21 億 | 3.89% | −12,853−1.7% | 減碼 |
| AMF Pensionsforsakring AB | 760,777 | $2.21 億 | 1.47% | +175,324+29.9% | 加碼 |
| EP Wealth Advisors, LLC | 754,053 | $2.19 億 | 1.44% | +49,448+7.0% | 加碼 |
| Calamos Advisors LLC | 747,053 | $2.17 億 | 0.93% | −4,733−0.6% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 742,305 | $2.15 億 | 0.75% | +586+0.1% | 加碼 |
| Groupama Asset Managment | 748,092 | $2.15 億 | 3.55% | +25,835+3.6% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 744,490 | $2.14 億 | 2.11% | +103,134+16.1% | 加碼 |
| ProShare Advisors LLC | 737,114 | $2.14 億 | 0.43% | −47,963−6.1% | 減碼 |
| Quantinno Capital Management LP | 734,381 | $2.13 億 | 0.92% | +243,960+49.7% | 加碼 |
| Capital Group Private Client Services, Inc. | 734,341 | $2.13 億 | 1.84% | −5,113−0.7% | 減碼 |
| James Hambro & Partners | 729,479 | $2.11 億 | 8.36% | −3,973−0.5% | 減碼 |
| Vaughan Nelson Investment Management, L.P. | 728,362 | $2.11 億 | 1.98% | −39,342−5.1% | 減碼 |
| RE Advisers Corp | 721,936 | $2.09 億 | 4.96% | −33,900−4.5% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 719,163 | $2.08 億 | 1.88% | +27,106+3.9% | 加碼 |
| Quilter Plc | 715,816 | $2.08 億 | 3.79% | −8,179−1.1% | 減碼 |
| Assetmark, Inc | 712,279 | $2.06 億 | 0.49% | +73,417+11.5% | 加碼 |
| Forsta Ap-Fonden | 708,200 | $2.05 億 | 1.35% | −9,400−1.3% | 減碼 |
| MetLife Investment Management | 708,098 | $2.05 億 | 1.21% | −18,399−2.5% | 減碼 |
| Sanctuary Advisors, LLC | 701,682 | $2.03 億 | 1.26% | +41,020+6.2% | 加碼 |
| Douglas Lane & Associates, LLC | 701,037 | $2.03 億 | 2.95% | −45,768−6.1% | 減碼 |
| DnB Asset Management AS | 690,396 | $2.00 億 | 0.83% | −66,498−8.8% | 減碼 |
| Gateway Investment Advisers LLC | 689,807 | $2.00 億 | 2.19% | −18,127−2.6% | 減碼 |
| LSV Asset Management | 689,700 | $2.00 億 | 0.47% | −20,836−2.9% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 687,963 | $1.99 億 | 1.53% | +123,902+22.0% | 加碼 |
| Candriam Luxembourg S.C.A. | 687,449 | $1.99 億 | 1.15% | −76,860−10.1% | 減碼 |
| Steward Partners Investment Advisory, LLC | 685,921 | $1.99 億 | 1.55% | +19,132+2.9% | 加碼 |
| Nissay Asset Management Corp | 684,131 | $1.98 億 | 1.16% | +178,576+35.3% | 加碼 |
| Atalanta Sosnoff Capital, LLC | 682,907 | $1.98 億 | 4.02% | −5,836−0.8% | 減碼 |
| Kames Capital plc | 683,566 | $1.98 億 | 2.53% | +21,241+3.2% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 681,588 | $1.98 億 | 1.05% | +42,155+6.6% | 加碼 |
| Acadian Asset Management LLC | 681,512 | $1.98 億 | 0.41% | +268,977+65.2% | 加碼 |
| Welch & Forbes LLC | 679,848 | $1.97 億 | 2.46% | −9,967−1.4% | 減碼 |
| Czech National Bank | 679,309 | $1.97 億 | 1.53% | +37,087+5.8% | 加碼 |
| Westwood Holdings Group Inc. | 676,264 | $1.96 億 | 1.41% | −64,227−8.7% | 減碼 |
| CIBC World Markets Corp | 655,197 | $1.90 億 | 1.26% | +11,995+1.9% | 加碼 |
| Smead Capital Management, Inc. | 648,003 | $1.88 億 | 3.76% | −339,152−34.4% | 減碼 |
| Allspring Global Investments Holdings, LLC | 645,723 | $1.88 億 | 0.31% | −52,048−7.5% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 644,950 | $1.87 億 | 1.27% | +64,808+11.2% | 加碼 |
| Whittier Trust Co | 640,969 | $1.86 億 | 2.24% | +27,067+4.4% | 加碼 |
| D. E. Shaw & Co., Inc. | 636,978 | $1.85 億 | 0.18% | −173,147−21.4% | 減碼 |
| Davis Selected Advisers | 636,042 | $1.84 億 | 0.99% | −3,810−0.6% | 減碼 |
| Kovitz Investment Group Partners, LLC | 633,623 | $1.84 億 | 0.79% | +101,177+19.0% | 加碼 |
| Capital International Inc | 627,270 | $1.82 億 | 1.77% | +69,413+12.4% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 615,532 | $1.78 億 | 0.54% | −6,134−1.0% | 減碼 |
| Employees Retirement System of Texas | 614,600 | $1.78 億 | 1.45% | −122,900−16.7% | 減碼 |
| DJE Kapital AG | 603,316 | $1.75 億 | 4.28% | +43,261+7.7% | 加碼 |
| Evercore Wealth Management, LLC | 600,108 | $1.74 億 | 2.70% | −36,107−5.7% | 減碼 |
| Agf Management Ltd | 599,394 | $1.74 億 | 0.79% | +16,167+2.8% | 加碼 |
| Stonegate Investment Group, LLC | 590,089 | $1.71 億 | 4.30% | −121,997−17.1% | 減碼 |
| Mercer Global Advisors Inc | 587,767 | $1.70 億 | 0.38% | +12,293+2.1% | 加碼 |
| Davenport & Co LLC | 586,514 | $1.70 億 | 0.94% | −738−0.1% | 減碼 |
| Peapack Gladstone Financial Corp | 584,358 | $1.69 億 | 2.40% | −17,049−2.8% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 583,668 | $1.69 億 | 1.62% | −38,897−6.2% | 減碼 |
| Clear Street LLC | 575,000 | $1.67 億 | 0.98% | +425,000+283.3% | 加碼 |
| Gardner Russo & Quinn LLC大師Gardner Russo & Quinn | 573,700 | $1.66 億 | 1.77% | −469,654−45.0% | 減碼 |
| Williams Jones Wealth Management, LLC. | 572,275 | $1.66 億 | 1.98% | −6,262−1.1% | 減碼 |
| Factory Mutual Insurance Co | 566,725 | $1.64 億 | 1.80% | 00.0% | 不變 |
| Virginia Retirement Systems Et Al | 565,838 | $1.64 億 | 1.13% | −33,900−5.7% | 減碼 |
| Zurich Insurance Group Ltd | 563,640 | $1.63 億 | 1.26% | −89,727−13.7% | 減碼 |
| QRG Capital Management, Inc. | 561,209 | $1.63 億 | 1.42% | +38,718+7.4% | 加碼 |
| Federated Hermes, Inc. | 557,654 | $1.62 億 | 0.30% | −76,350−12.0% | 減碼 |
| Federation des caisses Desjardins du Quebec | 555,656 | $1.61 億 | 0.71% | +19,812+3.7% | 加碼 |
| Amalgamated Bank | 541,154 | $1.57 億 | 1.21% | −4,126−0.8% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 538,100 | $1.56 億 | 1.09% | −9,600−1.8% | 減碼 |
| IFM Investors Pty Ltd | 536,123 | $1.55 億 | 1.48% | +12,955+2.5% | 加碼 |
| Capital Advisors Inc | 535,819 | $1.55 億 | 2.79% | +28,779+5.7% | 加碼 |
| Bridges Investment Management Inc | 530,730 | $1.54 億 | 2.08% | −1,158−0.2% | 減碼 |
| Commerzbank Aktiengesellschaft | 522,740 | $1.52 億 | 3.47% | −58,742−10.1% | 減碼 |
| Parnassus Investments | 519,146 | $1.51 億 | 0.35% | +145,324+38.9% | 加碼 |
| Daiwa Securities Group Inc. | 513,265 | $1.49 億 | 0.55% | +19,760+4.0% | 加碼 |
| Los Angeles Capital Management LLC | 512,399 | $1.49 億 | 0.56% | −104,184−16.9% | 減碼 |
| ASR Vermogensbeheer N.V. | 505,552 | $1.47 億 | 1.90% | −9,885−1.9% | 減碼 |
| Erste Asset Management GmbH | 500,516 | $1.44 億 | 1.21% | +307,181+158.9% | 加碼 |
| Pinnacle Financial Partners Inc | 494,218 | $1.43 億 | 3.01% | −119,507−19.5% | 減碼 |
| TCW Group Inc | 493,318 | $1.43 億 | 1.12% | −10,276−2.0% | 減碼 |
| CIBC Asset Management Inc | 495,492 | $1.43 億 | 0.45% | −22,365−4.3% | 減碼 |
| Jane Street Group, LLC | 490,538 | $1.42 億 | 0.23% | −78,757−13.8% | 減碼 |
| Swiss Life Asset Management Ltd | 485,242 | $1.41 億 | 0.83% | +36,737+8.2% | 加碼 |
| Waverton Investment Management Ltd | 483,447 | $1.40 億 | 1.93% | +62,416+14.8% | 加碼 |
| Tiaa Trust, National Association | 481,936 | $1.40 億 | 0.36% | +13,468+2.9% | 加碼 |
| Kestra Advisory Services, LLC | 479,817 | $1.39 億 | 0.68% | −4,010−0.8% | 減碼 |
| Groupe la Francaise | 478,314 | $1.38 億 | 2.24% | +40,980+9.4% | 加碼 |
| Sapient Capital LLC | 472,376 | $1.37 億 | 2.45% | −3,810−0.8% | 減碼 |
| Worldquant Millennium Advisors LLC | 471,818 | $1.37 億 | 0.68% | −280,697−37.3% | 減碼 |