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 3 季 13F 持有人
JPMorgan Chase & Co 在 2025/9/30 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
- 4,766
- 較 2025 年第 2 季 +95 家
- 持有股數
- 19.6 億
- 較 2025 年第 2 季 −1,165 萬 (−0.6%)
- 總市值
- $6,180 億
- 較 2025 年第 2 季 +$470.9 億 (+8.2%)
- 新進機構
- 193
- 另有 1,947 家加碼
- 清倉機構
- 98
- 另有 2,124 家減碼
另有 82 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 | 5,103 | $5,721 億 |
| 2025 年第 4 季 | 5,155 | $6,395 億 |
| 2025 年第 3 季 | 4,766 | $6,180 億 |
| 2025 年第 2 季 | 4,753 | $5,824 億 |
| 2025 年第 1 季 | 4,680 | $4,946 億 |
| 2024 年第 4 季 | 4,680 | $4,900 億 |
| 2024 年第 3 季 | 4,216 | $4,294 億 |
| 2024 年第 2 季 | 4,182 | $4,162 億 |
| 2024 年第 1 季 | 4,121 | $4,145 億 |
| 2023 年第 4 季 | 4,002 | $3,518 億 |
| 2023 年第 3 季 | 3,711 | $2,970 億 |
| 2023 年第 2 季 | 3,673 | $2,976 億 |
| 2023 年第 1 季 | 3,613 | $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 | 3,520 | $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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Federated Hermes, Inc. | 468,973 | $1.48 億 | 0.26% | −88,681−15.9% | 減碼 |
| Pathstone Holdings, LLC | 466,407 | $1.47 億 | 0.56% | +4,100+0.9% | 加碼 |
| Groupe la Francaise | 468,289 | $1.46 億 | 1.99% | −10,025−2.1% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 460,451 | $1.45 億 | 0.46% | +27,362+6.3% | 加碼 |
| Oppenheimer Asset Management Inc. | 460,132 | $1.45 億 | 1.60% | −6,201−1.3% | 減碼 |
| Sapient Capital LLC | 459,071 | $1.45 億 | 2.23% | −13,305−2.8% | 減碼 |
| Utah Retirement Systems | 458,857 | $1.45 億 | 1.41% | −2,459−0.5% | 減碼 |
| Ilmarinen Mutual Pension Insurance Co | 457,869 | $1.44 億 | 1.08% | 00.0% | 不變 |
| D. E. Shaw & Co., Inc. | 453,969 | $1.43 億 | 0.12% | −183,009−28.7% | 減碼 |
| HM Payson & Co | 453,814 | $1.43 億 | 2.06% | +7,176+1.6% | 加碼 |
| JustInvest LLC | 452,698 | $1.43 億 | 1.46% | +10,042+2.3% | 加碼 |
| Banco Santander, S.A. | 452,612 | $1.43 億 | 1.27% | +37,550+9.0% | 加碼 |
| Varma Mutual Pension Insurance Co | 452,211 | $1.43 億 | 0.91% | +80,700+21.7% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 451,760 | $1.42 億 | 1.08% | −5,581−1.2% | 減碼 |
| USS Investment Management Ltd | 449,171 | $1.42 億 | 0.68% | −1210.0% | 減碼 |
| TCW Group Inc | 449,007 | $1.42 億 | 1.19% | −44,311−9.0% | 減碼 |
| Achmea Investment Management B.V. | 447,946 | $1.41 億 | 1.76% | +7,970+1.8% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 447,850 | $1.41 億 | 1.14% | +26,083+6.2% | 加碼 |
| MAI Capital Management | 447,555 | $1.41 億 | 0.88% | +6,640+1.5% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 445,267 | $1.40 億 | 1.21% | +7,753+1.8% | 加碼 |
| NewEdge Wealth, LLC | 450,230 | $1.40 億 | 2.01% | +11,721+2.7% | 加碼 |
| Midwest Trust Co | 441,010 | $1.39 億 | 1.81% | −4,373−1.0% | 減碼 |
| Eastern Bank | 436,426 | $1.38 億 | 2.45% | +14,744+3.5% | 加碼 |
| Border to Coast Pensions Partnership Ltd | 430,237 | $1.36 億 | 2.36% | +31,538+7.9% | 加碼 |
| Pinnacle Associates Ltd | 429,700 | $1.36 億 | 1.80% | −7,980−1.8% | 減碼 |
| Staley Capital Advisers Inc | 429,150 | $1.35 億 | 5.56% | −7,598−1.7% | 減碼 |
| Global Frontier Investments LLC | 429,000 | $1.35 億 | 26.07% | +50,000+13.2% | 加碼 |
| Advisors Capital Management, LLC | 426,483 | $1.35 億 | 1.67% | +3,500+0.8% | 加碼 |
| Westwood Holdings Group Inc. | 421,572 | $1.33 億 | 0.95% | −254,692−37.7% | 減碼 |
| QRG Capital Management, Inc. | 421,182 | $1.33 億 | 1.61% | −140,027−25.0% | 減碼 |
| Umb Bank N A | 418,800 | $1.32 億 | 1.94% | −4,214−1.0% | 減碼 |
| AustralianSuper Pty Ltd | 414,185 | $1.31 億 | 0.62% | +351,473+560.5% | 加碼 |
| Virginia Retirement Systems Et Al | 413,538 | $1.30 億 | 0.85% | −152,300−26.9% | 減碼 |
| D.A. Davidson & Co. | 412,803 | $1.30 億 | 0.83% | +1,325+0.3% | 加碼 |
| RMB Capital Management, LLC | 412,556 | $1.30 億 | 2.39% | −5,814−1.4% | 減碼 |
| Glenview Trust Co | 407,339 | $1.28 億 | 2.04% | −2,792−0.7% | 減碼 |
| Oppenheimer & Co Inc | 401,987 | $1.27 億 | 1.55% | −3,699−0.9% | 減碼 |
| Mediolanum International Funds Ltd | 401,100 | $1.27 億 | 1.33% | +9,056+2.3% | 加碼 |
| Guidance Point Advisors, LLC | 401,144 | $1.27 億 | 30.51% | +205+0.1% | 加碼 |
| Hardy Reed LLC | 400,867 | $1.26 億 | 9.31% | +362+0.1% | 加碼 |
| British Columbia Investment Management Corp | 400,139 | $1.26 億 | 0.72% | −40,380−9.2% | 減碼 |
| Carnegie Capital Asset Management, LLC | 399,828 | $1.26 億 | 2.38% | −9,880−2.4% | 減碼 |
| Xponance, Inc. | 399,805 | $1.26 億 | 1.00% | −27,228−6.4% | 減碼 |
| Ieq Capital, LLC | 399,506 | $1.26 億 | 0.38% | +52,732+15.2% | 加碼 |
| Toroso Investments, LLC | 399,244 | $1.26 億 | 0.53% | +112,639+39.3% | 加碼 |
| Beck Mack & Oliver LLC | 398,268 | $1.26 億 | 2.28% | −5,597−1.4% | 減碼 |
| Stephens Inc | 396,739 | $1.25 億 | 1.59% | +12,961+3.4% | 加碼 |
| Associated Banc-Corp | 395,131 | $1.25 億 | 3.28% | −525−0.1% | 減碼 |
| Adviser Investments LLC | 390,461 | $1.23 億 | 1.40% | −40,823−9.5% | 減碼 |
| Capital Fund Management S.A. | 389,356 | $1.23 億 | 1.23% | +333,717+599.8% | 加碼 |
| Erste Asset Management GmbH | 387,649 | $1.22 億 | 1.18% | −112,867−22.6% | 減碼 |
| TCTC Holdings, LLC | 386,864 | $1.22 億 | 3.62% | −1,967−0.5% | 減碼 |
| Citizens Financial Group Inc | 381,952 | $1.20 億 | 1.65% | +76,761+25.2% | 加碼 |
| Wilkinson Global Asset Management LLC | 380,935 | $1.20 億 | 7.56% | −12,307−3.1% | 減碼 |
| Barr E S & Co | 375,620 | $1.18 億 | 6.42% | −8,392−2.2% | 減碼 |
| New York Life Investment Management LLC | 373,446 | $1.18 億 | 1.04% | −4,599−1.2% | 減碼 |
| Capital International Sarl | 370,295 | $1.17 億 | 2.02% | +20,708+5.9% | 加碼 |
| Davis R M Inc | 367,591 | $1.16 億 | 2.03% | −281−0.1% | 減碼 |
| Allworth Financial LP | 367,126 | $1.16 億 | 0.51% | +2,738+0.8% | 加碼 |
| Private Advisor Group, LLC | 365,087 | $1.15 億 | 0.57% | −895−0.2% | 減碼 |
| Sequoia Financial Advisors, LLC | 364,523 | $1.15 億 | 0.70% | +4,211+1.2% | 加碼 |
| Cullen/Frost Bankers, Inc. | 363,815 | $1.15 億 | 1.33% | −12,920−3.4% | 減碼 |
| Woodline Partners LP | 363,415 | $1.15 億 | 0.54% | +62,802+20.9% | 加碼 |
| Vontobel Holding Ltd. | 361,531 | $1.14 億 | 0.36% | +12,469+3.6% | 加碼 |
| Ofi Invest Asset Management | 424,183 | $1.14 億 | 2.40% | −17,918−4.1% | 減碼 |
| Hancock Whitney Corp | 360,362 | $1.14 億 | 2.07% | −15,604−4.2% | 減碼 |
| Becker Capital Management Inc | 357,936 | $1.13 億 | 3.30% | −16,766−4.5% | 減碼 |
| Wealthfront Advisers LLC | 357,899 | $1.13 億 | 0.27% | +6,415+1.8% | 加碼 |
| United Capital Financial Advisers, LLC | 356,996 | $1.13 億 | 0.81% | −7,342−2.0% | 減碼 |
| Principle Wealth Partners LLC | 355,384 | $1.12 億 | 6.51% | −232−0.1% | 減碼 |
| Stock Yards Bank & Trust Co | 354,677 | $1.12 億 | 3.51% | −6,906−1.9% | 減碼 |
| Berkshire Asset Management LLC | 353,632 | $1.12 億 | 4.74% | −2,740−0.8% | 減碼 |
| Cresset Asset Management, LLC | 352,739 | $1.11 億 | 0.49% | +3,865+1.1% | 加碼 |
| Yousif Capital Management, LLC | 351,960 | $1.11 億 | 1.18% | −22,961−6.1% | 減碼 |
| Waters Parkerson & Co., LLC | 347,486 | $1.10 億 | 5.34% | −3,835−1.1% | 減碼 |
| Donaldson Capital Management, LLC | 343,510 | $1.08 億 | 3.43% | −1,955−0.6% | 減碼 |
| Gabelli Funds LLC | 341,804 | $1.08 億 | 0.73% | −12,334−3.5% | 減碼 |
| Vaughan David Investments LLC | 340,719 | $1.07 億 | 2.32% | −8,921−2.6% | 減碼 |
| Pzena Investment Management LLC | 340,025 | $1.07 億 | 0.35% | −2,291−0.7% | 減碼 |
| Investment Management Corp of Ontario | 339,617 | $1.07 億 | 1.63% | +72,917+27.3% | 加碼 |
| HRT Financial LP | 337,623 | $1.06 億 | 0.39% | +268,844+390.9% | 加碼 |
| Henshaw Capital LLC | 337,139 | $1.06 億 | 3.96% | 00.0% | 不變 |
| M&G Plc | 334,830 | $1.05 億 | 0.56% | −25,836−7.2% | 減碼 |
| Park National Corp | 332,664 | $1.05 億 | 3.28% | −15,598−4.5% | 減碼 |
| Alpha Cubed Investments, LLC | 331,476 | $1.05 億 | 3.64% | −6,354−1.9% | 減碼 |
| Fiduciary Trust Co | 330,217 | $1.04 億 | 1.18% | −4,050−1.2% | 減碼 |
| Flputnam Investment Management Co | 325,448 | $1.03 億 | 1.53% | −5,282−1.6% | 減碼 |
| Pinnacle Financial Partners Inc | 324,074 | $1.02 億 | 2.45% | −170,144−34.4% | 減碼 |
| E. Ohman J:or Asset Management AB | 319,399 | $1.01 億 | 2.38% | −9,005−2.7% | 減碼 |
| Mutual of America Capital Management LLC | 318,594 | $1.00 億 | 1.06% | −21,109−6.2% | 減碼 |
| Beacon Pointe Advisors, LLC | 318,277 | $1.00 億 | 0.85% | −60,112−15.9% | 減碼 |
| Mesirow Financial Investment Management, Inc. | 316,470 | $9,982 萬 | 1.79% | −2,841−0.9% | 減碼 |
| Oregon Public Employees Retirement Fund | 314,275 | $9,913 萬 | 1.29% | +74,008+30.8% | 加碼 |
| Whittier Trust Co of Nevada Inc | 316,069 | $9,799 萬 | 2.09% | +4,799+1.5% | 加碼 |
| Kestra Private Wealth Services, LLC | 309,136 | $9,751 萬 | 1.27% | −572−0.2% | 減碼 |
| Wesbanco Bank Inc | 309,113 | $9,750 萬 | 2.71% | −4,763−1.5% | 減碼 |
| NEOS Investment Management LLC | 307,760 | $9,708 萬 | 0.73% | +79,649+34.9% | 加碼 |
| Lazard Asset Management LLC | 308,073 | $9,673 萬 | 0.13% | +117,061+61.3% | 加碼 |
| Synovus Financial Corp | 306,472 | $9,669 萬 | 1.11% | +11,796+4.0% | 加碼 |
| Aptus Capital Advisors, LLC | 306,067 | $9,654 萬 | 0.88% | −8,273−2.6% | 減碼 |