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 |
|---|---|---|---|---|---|
| MUFG Securities EMEA plc | 304,932 | $9,618 萬 | 2.41% | +283,720+1,337.5% | 加碼 |
| First Manhattan Co | 304,812 | $9,615 萬 | 0.25% | +11,282+3.8% | 加碼 |
| OP Asset Management Ltd | 304,359 | $9,600 萬 | 1.27% | +4,500+1.5% | 加碼 |
| Raiffeisen Bank International AG | 302,234 | $9,541 萬 | 1.27% | +50,546+20.1% | 加碼 |
| Atlantic Union Bankshares Corp | 302,473 | $9,541 萬 | 1.80% | +2,086+0.7% | 加碼 |
| Meyer Handelman Co | 302,297 | $9,535 萬 | 3.02% | +1,238+0.4% | 加碼 |
| Fort Washington Investment Advisors Inc | 300,972 | $9,494 萬 | 0.51% | +63,648+26.8% | 加碼 |
| State of Alaska, Department of Revenue | 300,509 | $9,479 萬 | 0.97% | −11,997−3.8% | 減碼 |
| Aware Super Pty Ltd as trustee of Aware Super | 298,835 | $9,426 萬 | 1.30% | +40,117+15.5% | 加碼 |
| Badgley Phelps Wealth Managers, LLC | 295,818 | $9,331 萬 | 1.96% | −1,750−0.6% | 減碼 |
| BNP Paribas | 293,629 | $9,306 萬 | 2.81% | −6,270−2.1% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 294,561 | $9,291 萬 | 0.15% | −137,950−31.9% | 減碼 |
| Ancora Advisors, LLC | 294,401 | $9,286 萬 | 1.86% | −11,356−3.7% | 減碼 |
| Quintet Private Bank (Europe) S.A. | 292,631 | $9,230 萬 | 5.17% | −34,123−10.4% | 減碼 |
| Welch Group, LLC | 285,172 | $8,995 萬 | 3.51% | −361−0.1% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 284,747 | $8,982 萬 | 0.06% | +37,865+15.3% | 加碼 |
| McDonald Capital Investors Inc | 284,347 | $8,969 萬 | 5.57% | −5,330−1.8% | 減碼 |
| Argent Trust Co | 284,078 | $8,961 萬 | 3.18% | −4,454−1.5% | 減碼 |
| Massmutual Trust Co FSB | 278,218 | $8,776 萬 | 2.24% | −12,671−4.4% | 減碼 |
| Aristotle Atlantic Partners, LLC | 277,604 | $8,756 萬 | 2.54% | −8,850−3.1% | 減碼 |
| Bowen Hanes & Co Inc | 277,324 | $8,748 萬 | 2.19% | −4,560−1.6% | 減碼 |
| Evelyn Partners Investment Management LLP | 275,102 | $8,678 萬 | 2.47% | −2,823−1.0% | 減碼 |
| RNC Capital Management LLC | 270,100 | $8,520 萬 | 3.92% | −1,869−0.7% | 減碼 |
| iA Global Asset Management Inc. | 269,303 | $8,495 萬 | 1.16% | +13,769+5.4% | 加碼 |
| North Star Investment Management Corp. | 265,683 | $8,380 萬 | 5.38% | −620.0% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 265,602 | $8,377 萬 | 0.64% | +16,655+6.7% | 加碼 |
| Prudential PLC | 265,430 | $8,372 萬 | 0.62% | +27,654+11.6% | 加碼 |
| Silvercrest Asset Management Group LLC | 264,655 | $8,348 萬 | 0.55% | −8,217−3.0% | 減碼 |
| Daymark Wealth Partners, LLC | 264,083 | $8,330 萬 | 2.83% | −1,522−0.6% | 減碼 |
| Tocqueville Asset Management L.P. | 262,461 | $8,279 萬 | 1.21% | −6,605−2.5% | 減碼 |
| Bryn Mawr Trust Co | 257,719 | $8,129 萬 | 1.96% | −83,172−24.4% | 減碼 |
| Clearstead Advisors, LLC | 256,918 | $8,104 萬 | 1.18% | −7,267−2.8% | 減碼 |
| Empowered Funds, LLC | 256,647 | $8,095 萬 | 0.82% | +40,723+18.9% | 加碼 |
| Lockheed Martin Investment Management Co | 256,450 | $8,089 萬 | 2.98% | −9,570−3.6% | 減碼 |
| Waverton Investment Management Ltd | 255,476 | $8,057 萬 | 1.04% | −227,971−47.2% | 減碼 |
| Markel Group Inc.大師馬克爾集團 | 252,550 | $7,966 萬 | 0.65% | 00.0% | 不變 |
| Migdal Insurance & Financial Holdings Ltd. | 251,538 | $7,934 萬 | 0.85% | −454−0.2% | 減碼 |
| Bokf, NA | 251,173 | $7,923 萬 | 1.19% | +2,763+1.1% | 加碼 |
| Roffman Miller Associates Inc | 250,902 | $7,914 萬 | 4.43% | −6,328−2.5% | 減碼 |
| Sanibel Captiva Trust Company, Inc. | 250,756 | $7,910 萬 | 2.25% | +961+0.4% | 加碼 |
| Guggenheim Capital LLC | 249,128 | $7,858 萬 | 0.58% | −13,439−5.1% | 減碼 |
| Nicholas Company, Inc. | 248,590 | $7,841 萬 | 1.33% | −1,600−0.6% | 減碼 |
| Crossmark Global Holdings, Inc. | 247,967 | $7,822 萬 | 1.17% | +6,518+2.7% | 加碼 |
| Todd Asset Management LLC | 246,126 | $7,764 萬 | 1.57% | −1,953−0.8% | 減碼 |
| Pacer Advisors, Inc. | 245,931 | $7,757 萬 | 0.20% | −7,789−3.1% | 減碼 |
| Crestwood Advisors Group LLC | 244,691 | $7,718 萬 | 1.31% | −6,267−2.5% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 244,053 | $7,698 萬 | 0.28% | −11,208−4.4% | 減碼 |
| HB Wealth Management, LLC | 242,098 | $7,636 萬 | 0.52% | +44,932+22.8% | 加碼 |
| JTC Employer Solutions Trusteee Ltd | 241,816 | $7,627 萬 | 6.54% | −5,062−2.1% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 240,887 | $7,598 萬 | 3.20% | −14,350−5.6% | 減碼 |
| Seizert Capital Partners, LLC | 239,619 | $7,558 萬 | 3.27% | −39,470−14.1% | 減碼 |
| Prospera Financial Services Inc | 239,509 | $7,558 萬 | 1.29% | +17,020+7.6% | 加碼 |
| Dakota Wealth Management | 238,930 | $7,537 萬 | 1.52% | −13,556−5.4% | 減碼 |
| Spears Abacus Advisors LLC | 238,884 | $7,535 萬 | 1.42% | −7,350−3.0% | 減碼 |
| Venture Visionary Partners LLC | 238,416 | $7,520 萬 | 2.59% | −447−0.2% | 減碼 |
| T. Rowe Price Investment Management, Inc. | 236,747 | $7,468 萬 | 0.05% | −78,072−24.8% | 減碼 |
| RiverFront Investment Group, LLC | 236,539 | $7,458 萬 | 1.31% | +13,002+5.8% | 加碼 |
| Kimelman & Baird, LLC | 235,406 | $7,425 萬 | 5.80% | −8,657−3.5% | 減碼 |
| Argent Capital Management LLC | 233,870 | $7,377 萬 | 2.01% | −453−0.2% | 減碼 |
| Pensionmark Financial Group, LLC | 233,593 | $7,368 萬 | 1.51% | +2,001+0.9% | 加碼 |
| Capital Investment Advisors, LLC | 231,368 | $7,298 萬 | 1.20% | +2,060+0.9% | 加碼 |
| Washington Trust Co | 230,055 | $7,257 萬 | 2.38% | +4,647+2.1% | 加碼 |
| Intech Investment Management LLC | 229,560 | $7,241 萬 | 0.65% | +43,349+23.3% | 加碼 |
| Brinker Capital Investments, LLC | 229,307 | $7,233 萬 | 0.56% | +13,648+6.3% | 加碼 |
| Johnson Investment Counsel Inc | 229,006 | $7,224 萬 | 0.61% | −1,244−0.5% | 減碼 |
| Salem Investment Counselors Inc | 228,573 | $7,210 萬 | 2.06% | +679+0.3% | 加碼 |
| Warren Averett Asset Management, LLC | 227,851 | $7,187 萬 | 0.72% | +5,967+2.7% | 加碼 |
| ZWJ Investment Counsel Inc | 227,521 | $7,177 萬 | 2.54% | −5,120−2.2% | 減碼 |
| Deprince Race & Zollo Inc | 227,048 | $7,162 萬 | 1.44% | −14,686−6.1% | 減碼 |
| Ceredex Value Advisors LLC | 225,911 | $7,126 萬 | 1.65% | −2,592−1.1% | 減碼 |
| Elo Mutual Pension Insurance Co | 225,586 | $7,116 萬 | 1.17% | +923+0.4% | 加碼 |
| Main Street Research LLC | 224,723 | $7,088 萬 | 3.83% | +437+0.2% | 加碼 |
| Atria Investments LLC | 222,214 | $7,009 萬 | 0.80% | −16,143−6.8% | 減碼 |
| Modera Wealth Management, LLC | 222,193 | $7,009 萬 | 0.81% | −4,312−1.9% | 減碼 |
| KCM Investment Advisors LLC | 219,025 | $6,909 萬 | 2.22% | +18,579+9.3% | 加碼 |
| Busey Wealth Management | 218,190 | $6,882 萬 | 1.92% | +994+0.5% | 加碼 |
| GW&K Investment Management, LLC | 218,063 | $6,878 萬 | 0.61% | −4,585−2.1% | 減碼 |
| Kempen Capital Management N.V. | 216,674 | $6,835 萬 | 0.61% | −41,211−16.0% | 減碼 |
| Crawford Investment Counsel Inc | 216,613 | $6,833 萬 | 1.13% | −4,565−2.1% | 減碼 |
| Stratos Wealth Partners, LTD. | 216,584 | $6,832 萬 | 0.81% | +12,505+6.1% | 加碼 |
| Destination Wealth Management | 215,489 | $6,797 萬 | 1.87% | +683+0.3% | 加碼 |
| Trust Co of Vermont | 210,881 | $6,652 萬 | 2.89% | −758−0.4% | 減碼 |
| Americana Partners, LLC | 210,850 | $6,651 萬 | 2.00% | +4,683+2.3% | 加碼 |
| NorthCrest Asset Manangement, LLC | 215,223 | $6,622 萬 | 1.58% | −4,853−2.2% | 減碼 |
| Vinva Investment Management Ltd | 209,217 | $6,605 萬 | 1.33% | +41,397+24.7% | 加碼 |
| Perfromance Wealth Partners, LLC | 209,011 | $6,593 萬 | 1.84% | +5,398+2.7% | 加碼 |
| CBOE Vest Financial, LLC | 207,470 | $6,544 萬 | 0.85% | +12,804+6.6% | 加碼 |
| Vestor Capital, LLC | 207,041 | $6,531 萬 | 4.19% | +205,764+16,113.1% | 加碼 |
| Marsico Capital Management LLC | 206,116 | $6,502 萬 | 1.67% | +9,246+4.7% | 加碼 |
| Baker Avenue Asset Management, LP | 205,832 | $6,493 萬 | 1.55% | −2,257−1.1% | 減碼 |
| Equitable Holdings, Inc. | 205,734 | $6,489 萬 | 0.48% | +3,148+1.6% | 加碼 |
| Howard Capital Management Group, LLC | 205,464 | $6,481 萬 | 4.10% | −416−0.2% | 減碼 |
| Illinois Municipal Retirement Fund | 205,221 | $6,473 萬 | 0.83% | +12,011+6.2% | 加碼 |
| Allianz SE | 204,812 | $6,460 萬 | 1.37% | −3,181−1.5% | 減碼 |
| Brandes Investment Partners, LP | 204,354 | $6,446 萬 | 0.52% | −9,330−4.4% | 減碼 |
| Villere St Denis J & Co LLC | 204,034 | $6,436 萬 | 6.19% | −5,235−2.5% | 減碼 |
| Ingalls & Snyder LLC | 203,919 | $6,432 萬 | 2.11% | −5,967−2.8% | 減碼 |
| Adams Diversified Equity Fund, Inc. | 203,863 | $6,430 萬 | 2.17% | −34,200−14.4% | 減碼 |
| Mill Capital Management, LLC | 203,855 | $6,430 萬 | 4.77% | −282−0.1% | 減碼 |
| Jupiter Asset Management Ltd | 203,058 | $6,405 萬 | 0.55% | −11,473−5.3% | 減碼 |