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 |
|---|---|---|---|---|---|
| Basswood Capital Management, L.L.C. | 469,496 | $1.36 億 | 6.78% | 00.0% | 不變 |
| Fullerton Fund Management Co Ltd. | 467,031 | $1.35 億 | 5.48% | +119,117+34.2% | 加碼 |
| Oppenheimer Asset Management Inc. | 466,333 | $1.35 億 | 1.55% | −1,180−0.3% | 減碼 |
| Lido Advisors, LLC | 466,179 | $1.35 億 | 0.71% | +44,329+10.5% | 加碼 |
| Pathstone Holdings, LLC | 462,307 | $1.34 億 | 0.53% | +10,189+2.3% | 加碼 |
| Utah Retirement Systems | 461,316 | $1.34 億 | 1.40% | −4,021−0.9% | 減碼 |
| Ilmarinen Mutual Pension Insurance Co | 457,869 | $1.33 億 | 1.07% | 00.0% | 不變 |
| Teachers Retirement System of the State of Kentucky | 457,341 | $1.33 億 | 1.07% | −2,829−0.6% | 減碼 |
| Man Group plc | 456,352 | $1.32 億 | 0.29% | +27,072+6.3% | 加碼 |
| USS Investment Management Ltd | 449,292 | $1.30 億 | 0.82% | −2,798−0.6% | 減碼 |
| HM Payson & Co | 446,638 | $1.29 億 | 2.05% | +64,628+16.9% | 加碼 |
| Midwest Trust Co | 445,383 | $1.29 億 | 1.79% | +445,383 | 新進 |
| JustInvest LLC | 442,656 | $1.28 億 | 1.45% | +77,378+21.2% | 加碼 |
| MAI Capital Management | 440,915 | $1.28 億 | 0.89% | +12,956+3.0% | 加碼 |
| British Columbia Investment Management Corp | 440,519 | $1.28 億 | 0.74% | −97,898−18.2% | 減碼 |
| Achmea Investment Management B.V. | 439,976 | $1.28 億 | 1.65% | +68,261+18.4% | 加碼 |
| Pinnacle Associates Ltd | 437,680 | $1.27 億 | 1.84% | −5,344−1.2% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 437,514 | $1.27 億 | 1.17% | +73,400+20.2% | 加碼 |
| Staley Capital Advisers Inc | 436,748 | $1.27 億 | 5.39% | −6,631−1.5% | 減碼 |
| NewEdge Wealth, LLC | 438,509 | $1.26 億 | 1.97% | +16,101+3.8% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 433,089 | $1.26 億 | 0.44% | +61,706+16.6% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 432,511 | $1.25 億 | 0.24% | +105,703+32.3% | 加碼 |
| Adviser Investments LLC | 431,284 | $1.25 億 | 1.56% | +3,659+0.9% | 加碼 |
| AE Wealth Management LLC | 428,184 | $1.24 億 | 0.91% | +30,821+7.8% | 加碼 |
| Xponance, Inc. | 427,033 | $1.24 億 | 1.03% | +10,498+2.5% | 加碼 |
| Manning & Napier Advisors LLC | 425,835 | $1.23 億 | 1.47% | +108,215+34.1% | 加碼 |
| CWM, LLC | 425,818 | $1.23 億 | 0.44% | −1,357−0.3% | 減碼 |
| Umb Bank N A | 423,014 | $1.23 億 | 1.91% | −11,300−2.6% | 減碼 |
| Advisors Capital Management, LLC | 422,983 | $1.23 億 | 1.68% | −21,688−4.9% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 421,767 | $1.22 億 | 1.14% | +12,845+3.1% | 加碼 |
| Eastern Bank | 421,682 | $1.22 億 | 2.33% | −4,839−1.1% | 減碼 |
| RMB Capital Management, LLC | 418,370 | $1.21 億 | 2.30% | +48,806+13.2% | 加碼 |
| Banco Santander, S.A. | 415,062 | $1.20 億 | 1.14% | +50,404+13.8% | 加碼 |
| D.A. Davidson & Co. | 411,478 | $1.19 億 | 0.84% | −2,317−0.6% | 減碼 |
| Glenview Trust Co | 410,131 | $1.19 億 | 2.06% | −1,775−0.4% | 減碼 |
| Carnegie Capital Asset Management, LLC | 409,708 | $1.19 億 | 2.39% | −8,292−2.0% | 減碼 |
| ABN AMRO Bank N.V. | 405,578 | $1.18 億 | 1.54% | +13,172+3.4% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 407,880 | $1.18 億 | 0.29% | −54,821−11.8% | 減碼 |
| Oppenheimer & Co Inc | 405,686 | $1.18 億 | 1.56% | +7,868+2.0% | 加碼 |
| Beck Mack & Oliver LLC | 403,865 | $1.17 億 | 2.24% | −17,587−4.2% | 減碼 |
| Guidance Point Advisors, LLC | 400,939 | $1.16 億 | 29.86% | 00.0% | 不變 |
| Hardy Reed LLC | 400,505 | $1.16 億 | 9.30% | −750.0% | 減碼 |
| Border to Coast Pensions Partnership Ltd | 398,699 | $1.16 億 | 2.12% | +24,835+6.6% | 加碼 |
| Associated Banc-Corp | 395,656 | $1.15 億 | 3.25% | −4,833−1.2% | 減碼 |
| Wilkinson Global Asset Management LLC | 393,242 | $1.14 億 | 7.17% | −55,287−12.3% | 減碼 |
| TCTC Holdings, LLC | 388,831 | $1.13 億 | 3.62% | +1830.0% | 加碼 |
| Mediolanum International Funds Ltd | 392,044 | $1.13 億 | 1.35% | +23,888+6.5% | 加碼 |
| Barr E S & Co | 384,012 | $1.11 億 | 6.38% | −23,372−5.7% | 減碼 |
| Stephens Inc | 383,778 | $1.11 億 | 1.53% | +8,353+2.2% | 加碼 |
| Global Frontier Investments LLC | 379,000 | $1.10 億 | 26.20% | +379,000 | 新進 |
| Beacon Pointe Advisors, LLC | 378,389 | $1.10 億 | 1.15% | +968+0.3% | 加碼 |
| New York Life Investment Management LLC | 378,045 | $1.10 億 | 1.03% | +4,025+1.1% | 加碼 |
| Cullen/Frost Bankers, Inc. | 376,735 | $1.09 億 | 1.37% | −865−0.2% | 減碼 |
| Ofi Invest Asset Management | 442,101 | $1.09 億 | 2.71% | +74,390+20.2% | 加碼 |
| Hancock Whitney Corp | 375,966 | $1.09 億 | 2.08% | +184,232+96.1% | 加碼 |
| Yousif Capital Management, LLC | 374,921 | $1.09 億 | 1.17% | −7,061−1.8% | 減碼 |
| Becker Capital Management Inc | 374,702 | $1.09 億 | 3.39% | −2,801−0.7% | 減碼 |
| Varma Mutual Pension Insurance Co | 371,511 | $1.08 億 | 0.79% | −6,600−1.7% | 減碼 |
| Davis R M Inc | 367,872 | $1.07 億 | 1.98% | +21,062+6.1% | 加碼 |
| Private Advisor Group, LLC | 365,982 | $1.06 億 | 0.57% | +14,748+4.2% | 加碼 |
| Allworth Financial LP | 364,388 | $1.06 億 | 0.51% | +28,796+8.6% | 加碼 |
| United Capital Financial Advisers, LLC | 364,338 | $1.06 億 | 0.85% | −6,040−1.6% | 減碼 |
| Nearwater Capital Markets, Ltd | 362,000 | $1.05 億 | 1.68% | +54,000+17.5% | 加碼 |
| Stock Yards Bank & Trust Co | 361,583 | $1.05 億 | 3.50% | +5,264+1.5% | 加碼 |
| M&G Plc | 360,666 | $1.05 億 | 0.58% | −5,497−1.5% | 減碼 |
| Sequoia Financial Advisors, LLC | 360,312 | $1.04 億 | 0.72% | +11,624+3.3% | 加碼 |
| Berkshire Asset Management LLC | 356,372 | $1.03 億 | 4.69% | −1,301−0.4% | 減碼 |
| Principle Wealth Partners LLC | 355,616 | $1.03 億 | 6.44% | +3,708+1.1% | 加碼 |
| Gabelli Funds LLC | 354,138 | $1.03 億 | 0.73% | −6,112−1.7% | 減碼 |
| Wealthfront Advisers LLC | 351,484 | $1.02 億 | 0.26% | +33,493+10.5% | 加碼 |
| Waters Parkerson & Co., LLC | 351,321 | $1.02 億 | 5.08% | −3,883−1.1% | 減碼 |
| Vaughan David Investments LLC | 349,640 | $1.01 億 | 2.27% | −2,651−0.8% | 減碼 |
| Capital International Sarl | 349,587 | $1.01 億 | 1.95% | −11,127−3.1% | 減碼 |
| Vontobel Holding Ltd. | 349,062 | $1.01 億 | 0.33% | +2,565+0.7% | 加碼 |
| Cresset Asset Management, LLC | 348,874 | $1.01 億 | 0.51% | −32,795−8.6% | 減碼 |
| Balyasny Asset Management LLC | 348,509 | $1.01 億 | 0.23% | +268,797+337.2% | 加碼 |
| Park National Corp | 348,262 | $1.01 億 | 3.33% | −19,552−5.3% | 減碼 |
| Ieq Capital, LLC | 346,774 | $1.01 億 | 0.62% | +23,757+7.4% | 加碼 |
| Donaldson Capital Management, LLC | 345,465 | $1.00 億 | 3.68% | +861+0.2% | 加碼 |
| Union Bancaire Privee, UBP SA | 367,359 | $9,967 萬 | 1.65% | +28,474+8.4% | 加碼 |
| Pzena Investment Management LLC | 342,316 | $9,924 萬 | 0.32% | +30,083+9.6% | 加碼 |
| Bryn Mawr Trust Co | 340,891 | $9,883 萬 | 1.76% | −12,725−3.6% | 減碼 |
| Mutual of America Capital Management LLC | 339,703 | $9,848 萬 | 1.06% | −8,437−2.4% | 減碼 |
| Smith Chas P & Associates Pa Cpas | 338,099 | $9,802 萬 | 5.51% | −8,681−2.5% | 減碼 |
| Alpha Cubed Investments, LLC | 337,830 | $9,794 萬 | 3.72% | +5,433+1.6% | 加碼 |
| Henshaw Capital LLC | 337,139 | $9,774 萬 | 3.87% | 00.0% | 不變 |
| Fiduciary Trust Co | 334,267 | $9,691 萬 | 1.19% | −4,775−1.4% | 減碼 |
| Flputnam Investment Management Co | 330,730 | $9,588 萬 | 1.65% | −3,413−1.0% | 減碼 |
| Avantax Advisory Services, Inc. | 328,596 | $9,526 萬 | 0.52% | +5,246+1.6% | 加碼 |
| E. Ohman J:or Asset Management AB | 328,404 | $9,521 萬 | 2.36% | −13,868−4.1% | 減碼 |
| Quintet Private Bank (Europe) S.A. | 326,754 | $9,473 萬 | 5.48% | −12,215−3.6% | 減碼 |
| Two Sigma Advisers, LP | 324,300 | $9,402 萬 | 0.19% | +307,000+1,774.6% | 加碼 |
| Mesirow Financial Investment Management, Inc. | 319,311 | $9,257 萬 | 1.81% | +3,333+1.1% | 加碼 |
| Junto Capital Management LP | 315,892 | $9,158 萬 | 1.94% | −185−0.1% | 減碼 |
| T. Rowe Price Investment Management, Inc. | 314,819 | $9,127 萬 | 0.06% | +29,457+10.3% | 加碼 |
| Aptus Capital Advisors, LLC | 314,340 | $9,113 萬 | 0.90% | +12,244+4.1% | 加碼 |
| Wesbanco Bank Inc | 313,876 | $9,100 萬 | 2.70% | +11,171+3.7% | 加碼 |
| State of Alaska, Department of Revenue | 312,506 | $9,060 萬 | 0.97% | −14,991−4.6% | 減碼 |
| Whittier Trust Co of Nevada Inc | 311,270 | $9,024 萬 | 2.05% | +389+0.1% | 加碼 |
| Kestra Private Wealth Services, LLC | 309,708 | $8,979 萬 | 1.29% | +1,780+0.6% | 加碼 |