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 |
|---|---|---|---|---|---|
| Livforsakringsbolaget Skandia, Omsesidigt | 202,860 | $6,397 萬 | 2.55% | +4,400+2.2% | 加碼 |
| Pictet & Cie (Europe) SA | 200,297 | $6,318 萬 | 1.26% | +581+0.3% | 加碼 |
| Oakworth Capital, Inc. | 199,471 | $6,292 萬 | 3.64% | −906−0.5% | 減碼 |
| Moody Lynn & Lieberson, LLC | 199,241 | $6,285 萬 | 3.38% | +159+0.1% | 加碼 |
| Country Trust Bank | 199,212 | $6,284 萬 | 1.38% | −9,340−4.5% | 減碼 |
| Fisher Funds Management LTD | 199,186 | $6,283 萬 | 1.66% | +54,993+38.1% | 加碼 |
| Klingenstein Fields & Co LP | 198,462 | $6,260 萬 | 2.36% | −1,581−0.8% | 減碼 |
| Triglav Skladi, D.O.O. | 197,091 | $6,217 萬 | 4.07% | +6,110+3.2% | 加碼 |
| Apollon Wealth Management, LLC | 196,292 | $6,192 萬 | 1.10% | +13,552+7.4% | 加碼 |
| Northeast Investment Management | 195,831 | $6,177 萬 | 2.49% | −1,440−0.7% | 減碼 |
| Sculptor Capital LP | 195,800 | $6,176 萬 | 0.85% | −32,500−14.2% | 減碼 |
| Meridian Wealth Management, LLC | 195,698 | $6,173 萬 | 2.37% | +1,308+0.7% | 加碼 |
| Heritage Investors Management Corp | 194,984 | $6,150 萬 | 1.84% | −9,030−4.4% | 減碼 |
| Dodge & Cox | 194,655 | $6,140 萬 | 0.03% | −73,028−27.3% | 減碼 |
| HighPoint Advisor Group LLC | 193,062 | $6,090 萬 | 2.90% | −4,521−2.3% | 減碼 |
| Smith Chas P & Associates Pa Cpas | 192,809 | $6,082 萬 | 5.27% | −145,290−43.0% | 減碼 |
| Nexus Investment Management ULC | 192,679 | $6,078 萬 | 8.63% | −4,740−2.4% | 減碼 |
| Mizuho Securities USA LLC | 200,274 | $6,037 萬 | 1.22% | +8,208+4.3% | 加碼 |
| St Germain D J Co Inc | 190,279 | $6,002 萬 | 2.40% | −1,597−0.8% | 減碼 |
| Motley Fool Asset Management LLC | 189,885 | $5,990 萬 | 2.47% | +43,911+30.1% | 加碼 |
| Integrated Wealth Concepts LLC | 189,880 | $5,989 萬 | 0.54% | +5,068+2.7% | 加碼 |
| FineMark National Bank & Trust | 188,895 | $5,958 萬 | 1.95% | −3,932−2.0% | 減碼 |
| Gradient Investments LLC | 188,391 | $5,942 萬 | 0.99% | +960+0.5% | 加碼 |
| Maple Capital Management, Inc. | 187,958 | $5,929 萬 | 3.89% | −3,883−2.0% | 減碼 |
| Summit Financial, LLC | 187,952 | $5,929 萬 | 0.90% | +21,273+12.8% | 加碼 |
| Braun Stacey Associates Inc | 187,573 | $5,917 萬 | 1.94% | −836−0.4% | 減碼 |
| Clifford Swan Investment Counsel LLC | 185,008 | $5,836 萬 | 1.94% | −2,725−1.5% | 減碼 |
| Howe & Rusling Inc | 182,987 | $5,772 萬 | 3.96% | −481−0.3% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 181,965 | $5,740 萬 | 1.44% | +4,475+2.5% | 加碼 |
| Lazard Freres Gestion S.A.S. | 180,601 | $5,697 萬 | 1.08% | +5,050+2.9% | 加碼 |
| American Assets Investment Management, LLC | 177,600 | $5,602 萬 | 4.11% | 00.0% | 不變 |
| Generali Asset Management SPA SGR | 177,397 | $5,596 萬 | 1.20% | −2,418−1.3% | 減碼 |
| Chilton Capital Management LLC | 177,290 | $5,592 萬 | 1.88% | −47,622−21.2% | 減碼 |
| Independent Advisor Alliance | 177,249 | $5,591 萬 | 1.45% | +3,632+2.1% | 加碼 |
| First National Trust Co | 177,085 | $5,586 萬 | 1.91% | −6,601−3.6% | 減碼 |
| Capital Group Private Client Services, Inc. | 176,500 | $5,567 萬 | 0.93% | −557,841−76.0% | 減碼 |
| Senator Investment Group LP | 175,000 | $5,520 萬 | 2.04% | −132,000−43.0% | 減碼 |
| Kentucky Retirement Systems | 174,372 | $5,500 萬 | 1.52% | −20,937−10.7% | 減碼 |
| Advisory Services Network, LLC | 173,887 | $5,485 萬 | 0.80% | −2,281−1.3% | 減碼 |
| Foundations Investment Advisors, LLC | 173,552 | $5,474 萬 | 0.80% | +14,482+9.1% | 加碼 |
| CSM Advisors, LLC | 172,824 | $5,452 萬 | 1.52% | −44,864−20.6% | 減碼 |
| Levin Capital Strategies, L.P. | 172,770 | $5,450 萬 | 5.00% | −296−0.2% | 減碼 |
| Cambiar Investors LLC | 172,518 | $5,442 萬 | 2.47% | −27,634−13.8% | 減碼 |
| Cornerstone Advisors, LLC | 172,200 | $5,432 萬 | 1.79% | 00.0% | 不變 |
| Eagle Global Advisors LLC | 171,535 | $5,411 萬 | 2.07% | −1,669−1.0% | 減碼 |
| Randolph Co Inc | 171,410 | $5,407 萬 | 5.26% | +178+0.1% | 加碼 |
| Discovery Capital Management, LLC | 170,800 | $5,388 萬 | 2.95% | +3,900+2.3% | 加碼 |
| RSM US Wealth Management LLC | 170,702 | $5,384 萬 | 0.70% | −2,621−1.5% | 減碼 |
| Gamco Investors, Inc. Et Al | 170,345 | $5,373 萬 | 0.52% | −8,339−4.7% | 減碼 |
| Nearwater Capital Markets, Ltd | 170,000 | $5,362 萬 | 0.72% | −192,000−53.0% | 減碼 |
| Ostrum Asset Management | 169,553 | $5,348 萬 | 2.40% | −9,712−5.4% | 減碼 |
| Farmers & Merchants Investments Inc | 169,224 | $5,338 萬 | 1.51% | +10,623+6.7% | 加碼 |
| Squarepoint Ops LLC | 169,139 | $5,335 萬 | 0.11% | +60,924+56.3% | 加碼 |
| Smith, Salley & Associates | 169,084 | $5,333 萬 | 2.74% | −281−0.2% | 減碼 |
| Capital International Ltd | 168,481 | $5,314 萬 | 1.92% | +379+0.2% | 加碼 |
| Estabrook Capital Management | 168,316 | $5,309 萬 | 7.74% | −4,698−2.7% | 減碼 |
| WestEnd Advisors, LLC | 167,457 | $5,282 萬 | 1.24% | −2,035−1.2% | 減碼 |
| Wharton Business Group, LLC | 167,263 | $5,276 萬 | 2.30% | −27,180−14.0% | 減碼 |
| Chesley Taft & Associates LLC | 167,087 | $5,270 萬 | 2.23% | −3,060−1.8% | 減碼 |
| Central Trust Co | 166,651 | $5,257 萬 | 1.10% | −2,381−1.4% | 減碼 |
| Impax Asset Management Group plc | 166,326 | $5,246 萬 | 0.31% | −38,182−18.7% | 減碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 165,864 | $5,232 萬 | 2.61% | −1,421−0.8% | 減碼 |
| Norinchukin Bank, The | 165,715 | $5,227 萬 | 0.70% | +437+0.3% | 加碼 |
| South State Corp. | 164,386 | $5,185 萬 | 2.39% | −3,157−1.9% | 減碼 |
| Snowden Capital Advisors LLC | 163,821 | $5,167 萬 | 1.41% | +19,760+13.7% | 加碼 |
| Drexel Morgan & Co. | 163,589 | $5,160 萬 | 8.10% | 00.0% | 不變 |
| LMCG Investments, LLC | 163,193 | $5,148 萬 | 3.03% | −4,308−2.6% | 減碼 |
| Aviso Financial Inc. | 162,871 | $5,137 萬 | 2.09% | +4,204+2.6% | 加碼 |
| Payden & Rygel | 162,750 | $5,134 萬 | 4.33% | −10,800−6.2% | 減碼 |
| Bailard, Inc. | 162,108 | $5,113 萬 | 1.11% | −1,215−0.7% | 減碼 |
| FreeGulliver LLC | 161,904 | $5,107 萬 | 22.91% | −48,775−23.2% | 減碼 |
| NS Partners Ltd | 161,720 | $5,101 萬 | 1.97% | −943−0.6% | 減碼 |
| Segall Bryant & Hamill, LLC | 161,218 | $5,085 萬 | 0.68% | −15,301−8.7% | 減碼 |
| Hartford Investment Management Co | 161,173 | $5,084 萬 | 1.53% | −6,569−3.9% | 減碼 |
| Miller Howard Investments Inc | 160,947 | $5,077 萬 | 1.55% | −68,955−30.0% | 減碼 |
| National Mutual Insurance Federation of Agricultural Cooperatives | 160,900 | $5,075 萬 | 0.38% | 00.0% | 不變 |
| Highland Capital Management, LLC | 159,400 | $5,028 萬 | 2.50% | −2,414−1.5% | 減碼 |
| Merit Financial Group, LLC | 157,871 | $4,980 萬 | 0.46% | +6,408+4.2% | 加碼 |
| Fishman Jay A Ltd | 157,772 | $4,977 萬 | 4.27% | −2,337−1.5% | 減碼 |
| Edmond de Rothschild Holding S.A. | 157,049 | $4,954 萬 | 0.77% | +9,812+6.7% | 加碼 |
| Fukoku Mutual Life Insurance Co | 156,625 | $4,940 萬 | 3.05% | +116+0.1% | 加碼 |
| Allen Investment Management LLC | 156,510 | $4,937 萬 | 0.55% | +196+0.1% | 加碼 |
| Marco Investment Management LLC | 156,383 | $4,933 萬 | 3.78% | −2,567−1.6% | 減碼 |
| Private Wealth Partners, LLC | 156,066 | $4,923 萬 | 3.51% | −1,375−0.9% | 減碼 |
| Park Avenue Securities LLC | 155,891 | $4,917 萬 | 0.38% | −1,698−1.1% | 減碼 |
| Modern Wealth Management, LLC | 155,871 | $4,917 萬 | 0.97% | −660.0% | 減碼 |
| TCG Advisory Services, LLC | 154,038 | $4,859 萬 | 1.79% | −196−0.1% | 減碼 |
| Valeo Financial Advisors, LLC | 152,192 | $4,801 萬 | 1.10% | −719−0.5% | 減碼 |
| Danica Pension, Livsforsikringsaktieselskab | 152,023 | $4,795 萬 | 0.74% | +20,868+15.9% | 加碼 |
| Blue Chip Partners, Inc. | 151,880 | $4,791 萬 | 3.58% | −1,913−1.2% | 減碼 |
| Anchor Capital Advisors LLC | 151,408 | $4,776 萬 | 1.38% | −2,895−1.9% | 減碼 |
| We Are One Seven, LLC | 151,177 | $4,769 萬 | 1.10% | +58,973+64.0% | 加碼 |
| Metis Global Partners, LLC | 151,157 | $4,768 萬 | 1.12% | −8,230−5.2% | 減碼 |
| Artemis Investment Management LLP | 150,825 | $4,757 萬 | 0.59% | +91,420+153.9% | 加碼 |
| Arkadios Wealth Advisors | 149,432 | $4,714 萬 | 1.16% | +21,446+16.8% | 加碼 |
| Cornerstone Investment Partners, LLC | 149,147 | $4,705 萬 | 1.97% | +897+0.6% | 加碼 |
| Franklin Street Advisors Inc | 146,551 | $4,623 萬 | 2.66% | +829+0.6% | 加碼 |
| Carret Asset Management, LLC | 146,348 | $4,616 萬 | 4.49% | −488−0.3% | 減碼 |
| Prime Capital Investment Advisors, LLC | 145,699 | $4,596 萬 | 0.58% | −15,224−9.5% | 減碼 |
| Rothschild Investment LLC | 145,306 | $4,583 萬 | 2.59% | −1,728−1.2% | 減碼 |