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 |
|---|---|---|---|---|---|
| Senator Investment Group LP | 307,000 | $8,900 萬 | 3.44% | +307,000 | 新進 |
| Ancora Advisors, LLC | 305,757 | $8,864 萬 | 1.85% | −895−0.3% | 減碼 |
| Citizens Financial Group Inc | 305,191 | $8,848 萬 | 1.42% | −1,597−0.5% | 減碼 |
| Meyer Handelman Co | 301,059 | $8,728 萬 | 2.88% | +1,515+0.5% | 加碼 |
| BNP Paribas | 299,899 | $8,716 萬 | 2.83% | +55,369+22.6% | 加碼 |
| Woodline Partners LP | 300,613 | $8,715 萬 | 0.46% | +64,384+27.3% | 加碼 |
| Atlantic Union Bankshares Corp | 300,387 | $8,708 萬 | 1.99% | +153,671+104.7% | 加碼 |
| OP Asset Management Ltd | 299,859 | $8,693 萬 | 1.28% | +4,639+1.6% | 加碼 |
| Badgley Phelps Wealth Managers, LLC | 297,568 | $8,627 萬 | 1.91% | −1,973−0.7% | 減碼 |
| Synovus Financial Corp | 294,676 | $8,545 萬 | 1.05% | −7,315−2.4% | 減碼 |
| First Manhattan Co | 293,530 | $8,510 萬 | 0.24% | −8,766−2.9% | 減碼 |
| Massmutual Trust Co FSB | 290,889 | $8,433 萬 | 2.25% | −7,640−2.6% | 減碼 |
| McDonald Capital Investors Inc | 289,677 | $8,398 萬 | 5.27% | +51,807+21.8% | 加碼 |
| Argent Trust Co | 288,532 | $8,365 萬 | 3.16% | +1090.0% | 加碼 |
| Toroso Investments, LLC | 286,605 | $8,309 萬 | 0.54% | +24,715+9.4% | 加碼 |
| Aristotle Atlantic Partners, LLC | 286,454 | $8,305 萬 | 2.53% | −6,313−2.2% | 減碼 |
| Welch Group, LLC | 285,533 | $8,278 萬 | 3.46% | +1,386+0.5% | 加碼 |
| Bowen Hanes & Co Inc | 281,884 | $8,172 萬 | 2.06% | +4,450+1.6% | 加碼 |
| Seizert Capital Partners, LLC | 279,089 | $8,091 萬 | 3.56% | +985+0.4% | 加碼 |
| Evelyn Partners Investment Management LLP | 277,925 | $8,057 萬 | 2.46% | +26,615+10.6% | 加碼 |
| Silvercrest Asset Management Group LLC | 272,872 | $7,911 萬 | 0.53% | +4,620+1.7% | 加碼 |
| RNC Capital Management LLC | 271,969 | $7,885 萬 | 3.82% | −441−0.2% | 減碼 |
| Tocqueville Asset Management L.P. | 269,066 | $7,801 萬 | 1.19% | −8,842−3.2% | 減碼 |
| Dodge & Cox | 267,683 | $7,760 萬 | 0.04% | −9,340−3.4% | 減碼 |
| Investment Management Corp of Ontario | 266,700 | $7,732 萬 | 1.13% | −94,643−26.2% | 減碼 |
| Lockheed Martin Investment Management Co | 266,020 | $7,712 萬 | 2.82% | −64,990−19.6% | 減碼 |
| North Star Investment Management Corp. | 265,745 | $7,704 萬 | 5.37% | +20.0% | 加碼 |
| Daymark Wealth Partners, LLC | 265,605 | $7,700 萬 | 2.93% | +12,274+4.8% | 加碼 |
| Clearstead Advisors, LLC | 264,185 | $7,659 萬 | 1.08% | +11,416+4.5% | 加碼 |
| Congress Wealth Management LLC | 263,716 | $7,645 萬 | 0.74% | +20,959+8.6% | 加碼 |
| Guggenheim Capital LLC | 262,567 | $7,612 萬 | 0.62% | +1,802+0.7% | 加碼 |
| Aware Super Pty Ltd as trustee of Aware Super | 258,718 | $7,500 萬 | 1.10% | +1,876+0.7% | 加碼 |
| Kempen Capital Management N.V. | 257,885 | $7,476 萬 | 0.71% | −8,003−3.0% | 減碼 |
| Roffman Miller Associates Inc | 257,230 | $7,457 萬 | 4.45% | −2,305−0.9% | 減碼 |
| iA Global Asset Management Inc. | 255,534 | $7,408 萬 | 1.11% | −49,888−16.3% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 255,261 | $7,400 萬 | 0.27% | +6,634+2.7% | 加碼 |
| Beacon Investment Advisory Services, Inc. | 255,237 | $7,400 萬 | 3.27% | −8,375−3.2% | 減碼 |
| Pacer Advisors, Inc. | 253,720 | $7,356 萬 | 0.19% | +43,837+20.9% | 加碼 |
| Markel Group Inc.大師馬克爾集團 | 252,550 | $7,322 萬 | 0.62% | 00.0% | 不變 |
| Dakota Wealth Management | 252,486 | $7,320 萬 | 1.54% | −3,969−1.5% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 251,992 | $7,304 萬 | 0.87% | −352−0.1% | 減碼 |
| Crestwood Advisors Group LLC | 250,958 | $7,276 萬 | 1.30% | −732−0.3% | 減碼 |
| Nicholas Company, Inc. | 250,190 | $7,253 萬 | 1.21% | −8,290−3.2% | 減碼 |
| Sanibel Captiva Trust Company, Inc. | 249,795 | $7,242 萬 | 2.23% | −493−0.2% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 248,947 | $7,218 萬 | 0.65% | −20,200−7.5% | 減碼 |
| Bokf, NA | 248,410 | $7,202 萬 | 1.17% | +1,402+0.6% | 加碼 |
| Todd Asset Management LLC | 248,079 | $7,192 萬 | 1.55% | −2,679−1.1% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 246,882 | $7,157 萬 | 0.05% | +221,516+873.3% | 加碼 |
| JTC Employer Solutions Trusteee Ltd | 246,878 | $7,154 萬 | 6.82% | −60,827−19.8% | 減碼 |
| Raiffeisen Bank International AG | 251,688 | $7,150 萬 | 1.06% | −2,892−1.1% | 減碼 |
| Spears Abacus Advisors LLC | 246,234 | $7,139 萬 | 1.44% | −8,877−3.5% | 減碼 |
| First Horizon Advisors, Inc. | 246,141 | $7,136 萬 | 1.85% | −690.0% | 減碼 |
| Kimelman & Baird, LLC | 244,063 | $7,076 萬 | 5.76% | −491−0.2% | 減碼 |
| Deprince Race & Zollo Inc | 241,734 | $7,008 萬 | 1.46% | −15,175−5.9% | 減碼 |
| Crossmark Global Holdings, Inc. | 241,449 | $7,000 萬 | 1.13% | +32,514+15.6% | 加碼 |
| Oregon Public Employees Retirement Fund | 240,267 | $6,966 萬 | 1.23% | +670.0% | 加碼 |
| Venture Visionary Partners LLC | 238,863 | $6,925 萬 | 2.61% | +6,791+2.9% | 加碼 |
| Atria Investments LLC | 238,357 | $6,910 萬 | 0.82% | −9,322−3.8% | 減碼 |
| Adams Diversified Equity Fund, Inc. | 238,063 | $6,902 萬 | 2.47% | 00.0% | 不變 |
| Prudential PLC | 237,776 | $6,893 萬 | 0.42% | +40,368+20.4% | 加碼 |
| Fort Washington Investment Advisors Inc | 237,324 | $6,880 萬 | 0.40% | +4,397+1.9% | 加碼 |
| Argent Capital Management LLC | 234,323 | $6,793 萬 | 1.94% | +6,556+2.9% | 加碼 |
| ZWJ Investment Counsel Inc | 232,641 | $6,744 萬 | 2.51% | −4,729−2.0% | 減碼 |
| Pensionmark Financial Group, LLC | 231,592 | $6,714 萬 | 1.53% | +23,437+11.3% | 加碼 |
| Johnson Investment Counsel Inc | 230,250 | $6,675 萬 | 0.60% | +5,146+2.3% | 加碼 |
| Miller Howard Investments Inc | 229,902 | $6,665 萬 | 2.11% | +443+0.2% | 加碼 |
| Capital Investment Advisors, LLC | 229,308 | $6,648 萬 | 1.19% | +5,220+2.3% | 加碼 |
| Ceredex Value Advisors LLC | 228,503 | $6,625 萬 | 1.42% | −13,469−5.6% | 減碼 |
| Sculptor Capital LP | 228,300 | $6,619 萬 | 1.07% | 00.0% | 不變 |
| NEOS Investment Management LLC | 228,111 | $6,613 萬 | 0.82% | +39,682+21.1% | 加碼 |
| Salem Investment Counselors Inc | 227,894 | $6,607 萬 | 2.09% | −181−0.1% | 減碼 |
| Modera Wealth Management, LLC | 226,505 | $6,567 萬 | 0.81% | −2,609−1.1% | 減碼 |
| Washington Trust Co | 225,408 | $6,535 萬 | 2.31% | +4,471+2.0% | 加碼 |
| Chilton Capital Management LLC | 224,912 | $6,520 萬 | 2.39% | +16,550+7.9% | 加碼 |
| NorthCrest Asset Manangement, LLC | 220,076 | $6,514 萬 | 1.75% | +1,173+0.5% | 加碼 |
| Elo Mutual Pension Insurance Co | 224,663 | $6,513 萬 | 1.33% | +95,909+74.5% | 加碼 |
| Main Street Research LLC | 224,286 | $6,502 萬 | 4.05% | +5,611+2.6% | 加碼 |
| RiverFront Investment Group, LLC | 223,537 | $6,481 萬 | 1.26% | +58,354+35.3% | 加碼 |
| Moore Capital Management, LP | 223,360 | $6,475 萬 | 1.29% | +180,189+417.4% | 加碼 |
| GW&K Investment Management, LLC | 222,648 | $6,455 萬 | 0.58% | +23,312+11.7% | 加碼 |
| Prospera Financial Services Inc | 222,489 | $6,452 萬 | 1.20% | +43,700+24.4% | 加碼 |
| Warren Averett Asset Management, LLC | 221,884 | $6,433 萬 | 0.71% | +3,661+1.7% | 加碼 |
| Crawford Investment Counsel Inc | 221,178 | $6,412 萬 | 1.12% | −17,641−7.4% | 減碼 |
| Hudson Bay Capital Management LP | 220,971 | $6,406 萬 | 0.42% | +98,683+80.7% | 加碼 |
| CSM Advisors, LLC | 217,688 | $6,311 萬 | 1.84% | +124,546+133.7% | 加碼 |
| Busey Wealth Management | 217,196 | $6,297 萬 | 1.92% | −3,513−1.6% | 減碼 |
| Empowered Funds, LLC | 215,924 | $6,260 萬 | 0.71% | +40,569+23.1% | 加碼 |
| Brinker Capital Investments, LLC | 215,659 | $6,252 萬 | 0.53% | +13,534+6.7% | 加碼 |
| Destination Wealth Management | 214,806 | $6,227 萬 | 1.83% | −5,739−2.6% | 減碼 |
| Jupiter Asset Management Ltd | 214,531 | $6,219 萬 | 0.52% | +8,435+4.1% | 加碼 |
| Brandes Investment Partners, LP | 213,684 | $6,195 萬 | 0.56% | −18,645−8.0% | 減碼 |
| Trust Co of Vermont | 211,639 | $6,136 萬 | 2.89% | −528−0.2% | 減碼 |
| FreeGulliver LLC | 210,679 | $6,108 萬 | 28.14% | −521−0.2% | 減碼 |
| Ingalls & Snyder LLC | 209,886 | $6,085 萬 | 2.17% | −1,140−0.5% | 減碼 |
| Villere St Denis J & Co LLC | 209,269 | $6,067 萬 | 5.83% | −3,469−1.6% | 減碼 |
| Country Trust Bank | 208,552 | $6,046 萬 | 1.36% | −18,034−8.0% | 減碼 |
| Baker Avenue Asset Management, LP | 208,089 | $6,033 萬 | 1.72% | −4,513−2.1% | 減碼 |
| Allianz SE | 207,993 | $6,030 萬 | 1.42% | −2,593−1.2% | 減碼 |
| Americana Partners, LLC | 206,167 | $5,977 萬 | 2.06% | +2,541+1.2% | 加碼 |
| Howard Capital Management Group, LLC | 205,880 | $5,969 萬 | 4.15% | −2,445−1.2% | 減碼 |