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 |
|---|---|---|---|---|---|
| Wesleyan Assurance Society | 145,304 | $4,582 萬 | 2.74% | −1,275−0.9% | 減碼 |
| MMBG Investment Advisors Co. | 144,907 | $4,571 萬 | 4.05% | +1,700+1.2% | 加碼 |
| Louisiana State Employees Retirement System | 144,300 | $4,552 萬 | 0.76% | −2,300−1.6% | 減碼 |
| Heritage Wealth Advisors | 144,056 | $4,544 萬 | 1.99% | +133,203+1,227.3% | 加碼 |
| First Citizens Bank & Trust Co | 143,955 | $4,541 萬 | 0.98% | +657+0.5% | 加碼 |
| Martingale Asset Management L P | 143,363 | $4,522 萬 | 1.14% | −13,329−8.5% | 減碼 |
| Penobscot Investment Management Company, Inc. | 143,121 | $4,514 萬 | 3.48% | +5,647+4.1% | 加碼 |
| Vident Advisory, LLC | 142,850 | $4,506 萬 | 0.44% | +3,762+2.7% | 加碼 |
| Osterweis Capital Management Inc | 142,286 | $4,488 萬 | 2.03% | +525+0.4% | 加碼 |
| Gulf International Bank (UK) Ltd | 141,681 | $4,469 萬 | 1.47% | −2,571−1.8% | 減碼 |
| Bollard Group LLC | 141,387 | $4,460 萬 | 1.10% | +7,228+5.4% | 加碼 |
| Chicago Capital, LLC | 140,328 | $4,426 萬 | 1.09% | −1,675−1.2% | 減碼 |
| Benjamin Edwards Inc | 140,267 | $4,426 萬 | 0.50% | +10,798+8.3% | 加碼 |
| Central Securities Corp | 140,000 | $4,416 萬 | 3.64% | −10,000−6.7% | 減碼 |
| La Banque Postale Asset Management SA | 139,720 | $4,407 萬 | 0.54% | +1,548+1.1% | 加碼 |
| Wilsey Asset Management Inc | 139,311 | $4,394 萬 | 8.06% | −4,623−3.2% | 減碼 |
| Lowe Brockenbrough & Co Inc | 139,061 | $4,386 萬 | 2.26% | −4,355−3.0% | 減碼 |
| Matrix Asset Advisors Inc | 138,783 | $4,378 萬 | 4.06% | −400−0.3% | 減碼 |
| Hudson Bay Capital Management LP | 138,735 | $4,376 萬 | 0.27% | −82,236−37.2% | 減碼 |
| Maryland State Retirement & Pension System | 138,246 | $4,361 萬 | 0.92% | +3,557+2.6% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 137,687 | $4,343 萬 | 0.12% | −61,241−30.8% | 減碼 |
| Parsons Capital Management Inc | 137,546 | $4,339 萬 | 2.47% | −2,768−2.0% | 減碼 |
| Kanawha Capital Management LLC | 137,479 | $4,337 萬 | 3.00% | −630.0% | 減碼 |
| Fiduciary Alliance LLC | 137,046 | $4,323 萬 | 2.90% | −9,364−6.4% | 減碼 |
| Community Trust & Investment Co | 136,691 | $4,312 萬 | 2.32% | −29,719−17.9% | 減碼 |
| Polaris Capital Management, LLC | 136,455 | $4,304 萬 | 2.83% | −14,289−9.5% | 減碼 |
| First Horizon Corp | 136,139 | $4,294 萬 | 2.02% | +136,139 | 新進 |
| WSFS Capital Management, LLC | 135,608 | $4,277 萬 | 2.12% | +1,606+1.2% | 加碼 |
| Noesis Capital Mangement Corp | 135,592 | $4,277 萬 | 6.64% | −1,785−1.3% | 減碼 |
| Manning & Napier Advisors LLC | 135,446 | $4,276 萬 | 0.55% | −290,389−68.2% | 減碼 |
| First American Bank | 134,520 | $4,243 萬 | 2.67% | +2,987+2.3% | 加碼 |
| Parallel Advisors, LLC | 133,706 | $4,218 萬 | 0.77% | +1,241+0.9% | 加碼 |
| Savant Capital, LLC | 133,606 | $4,214 萬 | 0.26% | +1,304+1.0% | 加碼 |
| Neville Rodie & Shaw Inc | 133,393 | $4,208 萬 | 3.04% | +1,864+1.4% | 加碼 |
| Axxcess Wealth Management, LLC | 133,252 | $4,203 萬 | 0.89% | +1,137+0.9% | 加碼 |
| Fred Alger Management, LLC | 133,210 | $4,202 萬 | 0.16% | −2,166−1.6% | 減碼 |
| Securian Asset Management, Inc | 132,798 | $4,189 萬 | 1.11% | −12,501−8.6% | 減碼 |
| Madison Asset Management, LLC | 132,583 | $4,182 萬 | 0.46% | −10,637−7.4% | 減碼 |
| Kingsview Wealth Management, LLC | 132,443 | $4,178 萬 | 0.64% | +7,385+5.9% | 加碼 |
| Concurrent Investment Advisors, LLC | 132,412 | $4,177 萬 | 0.72% | −1,274−1.0% | 減碼 |
| LaFleur & Godfrey LLC | 132,177 | $4,169 萬 | 5.06% | −6,661−4.8% | 減碼 |
| Mizuho Markets Americas LLC | 132,000 | $4,164 萬 | 0.88% | +132,000 | 新進 |
| Perigon Wealth Management, LLC | 131,018 | $4,133 萬 | 0.84% | +7,427+6.0% | 加碼 |
| AIA Group Ltd | 131,010 | $4,132 萬 | 0.73% | +34,535+35.8% | 加碼 |
| Hantz Financial Services, Inc. | 130,373 | $4,112 萬 | 0.62% | −3,623−2.7% | 減碼 |
| BLB&B Advisors, LLC | 130,310 | $4,110 萬 | 1.77% | +174+0.1% | 加碼 |
| NBT Bank N A | 128,430 | $4,095 萬 | 2.67% | −4,053−3.1% | 減碼 |
| Choate Investment Advisors | 128,783 | $4,062 萬 | 0.84% | +1,448+1.1% | 加碼 |
| Horizon Investments, LLC | 129,038 | $4,051 萬 | 0.53% | +27,334+26.9% | 加碼 |
| Appleton Partners Inc | 128,354 | $4,049 萬 | 2.72% | −713−0.6% | 減碼 |
| First Fiduciary Investment Counsel, Inc. | 128,313 | $4,047 萬 | 7.88% | −4,098−3.1% | 減碼 |
| Narwhal Capital Management | 128,184 | $4,043 萬 | 2.99% | +1,690+1.3% | 加碼 |
| Fifth Third Wealth Advisors LLC | 127,887 | $4,034 萬 | 1.49% | +3,488+2.8% | 加碼 |
| Conning Inc. | 127,862 | $4,033 萬 | 1.34% | −18,400−12.6% | 減碼 |
| NFJ Investment Group, LLC | 127,508 | $4,022 萬 | 1.39% | −5,620−4.2% | 減碼 |
| Sumitomo Mitsui Financial Group, Inc. | 127,377 | $4,018 萬 | 0.70% | +1,343+1.1% | 加碼 |
| Barrow Hanley Mewhinney & Strauss LLC | 127,357 | $4,017 萬 | 0.13% | −4,141−3.1% | 減碼 |
| Baltimore-Washington Financial Advisors, Inc. | 127,189 | $4,012 萬 | 1.72% | +2,813+2.3% | 加碼 |
| Private Management Group Inc | 126,581 | $3,993 萬 | 1.19% | −3,041−2.3% | 減碼 |
| Tower Bridge Advisors | 126,432 | $3,988 萬 | 3.98% | −389−0.3% | 減碼 |
| Miracle Mile Advisors, LLC | 126,034 | $3,975 萬 | 0.60% | +4,598+3.8% | 加碼 |
| New Mexico Educational Retirement Board | 125,550 | $3,960 萬 | 1.23% | −6,000−4.6% | 減碼 |
| Patten & Patten Inc | 125,529 | $3,960 萬 | 2.33% | −1,319−1.0% | 減碼 |
| Moors & Cabot, Inc. | 125,406 | $3,956 萬 | 1.73% | −1,216−1.0% | 減碼 |
| Dana Investment Advisors, Inc. | 125,270 | $3,951 萬 | 1.16% | −6,789−5.1% | 減碼 |
| DKRT Investments Corp. | 125,000 | $3,943 萬 | 9.47% | 00.0% | 不變 |
| Verity & Verity, LLC | 124,042 | $3,913 萬 | 3.13% | +20.0% | 加碼 |
| Abner Herrman & Brock LLC | 123,828 | $3,906 萬 | 4.02% | +595+0.5% | 加碼 |
| Sienna Gestion | 135,565 | $3,899 萬 | 2.72% | +47,792+54.4% | 加碼 |
| Steigerwald, Gordon & Koch Inc. | 123,525 | $3,896 萬 | 3.74% | −2,496−2.0% | 減碼 |
| Smith Group Asset Management, LLC | 123,172 | $3,885 萬 | 2.23% | +6,118+5.2% | 加碼 |
| First National Bank of Omaha | 122,953 | $3,878 萬 | 2.45% | −11,474−8.5% | 減碼 |
| Foster Dykema Cabot & Partners, LLC | 122,878 | $3,876 萬 | 2.54% | +721+0.6% | 加碼 |
| KMG Fiduciary Partners, LLC | 122,663 | $3,869 萬 | 2.60% | +933+0.8% | 加碼 |
| Palisade Capital Management LLC | 122,388 | $3,860 萬 | 1.05% | −3,009−2.4% | 減碼 |
| Oak Associates, Ltd | 122,309 | $3,858 萬 | 2.36% | −3,329−2.6% | 減碼 |
| SCS Capital Management LLC | 121,511 | $3,833 萬 | 0.42% | −11,320−8.5% | 減碼 |
| J.W. Cole Advisors, Inc. | 120,900 | $3,814 萬 | 0.73% | +417+0.3% | 加碼 |
| Brown Brothers Harriman & Co | 120,795 | $3,810 萬 | 0.23% | +4,561+3.9% | 加碼 |
| Schwerin Boyle Capital Management Inc | 120,350 | $3,796 萬 | 4.15% | −4,275−3.4% | 減碼 |
| Summit Trail Advisors, LLC | 120,040 | $3,786 萬 | 0.52% | +6,790+6.0% | 加碼 |
| Brevan Howard Capital Management LP | 119,793 | $3,779 萬 | 0.54% | −18,228−13.2% | 減碼 |
| Hosking Partners LLP | 119,670 | $3,775 萬 | 1.37% | +304+0.3% | 加碼 |
| Stonebridge Capital Advisors LLC | 119,400 | $3,766 萬 | 2.69% | −1,158−1.0% | 減碼 |
| Alley Investment Management Company, LLC | 119,078 | $3,756 萬 | 4.36% | −9,492−7.4% | 減碼 |
| First Long Island Investors, LLC | 118,783 | $3,747 萬 | 2.79% | +659+0.6% | 加碼 |
| Susquehanna Portfolio Strategies, LLC | 118,349 | $3,733 萬 | 0.59% | 00.0% | 不變 |
| Bridgeway Capital Management, LLC | 117,797 | $3,716 萬 | 0.79% | +2,591+2.2% | 加碼 |
| Woodbridge Co Ltd | 117,593 | $3,709 萬 | 0.08% | 00.0% | 不變 |
| TruWealth Advisors, LLC | 117,110 | $3,694 萬 | 1.87% | +576+0.5% | 加碼 |
| Sit Investment Associates Inc | 116,109 | $3,662 萬 | 0.74% | −3,622−3.0% | 減碼 |
| Polar Capital Holdings Plc | 115,621 | $3,647 萬 | 0.18% | −5,231−4.3% | 減碼 |
| Burney Co | 115,307 | $3,637 萬 | 1.16% | −673−0.6% | 減碼 |
| Rothschild Capital Partners, LLC | 114,884 | $3,624 萬 | 8.56% | +416+0.4% | 加碼 |
| AG2R la Mondiale Gestion D'Actifs | 124,804 | $3,618 萬 | 1.86% | 00.0% | 不變 |
| Ashton Thomas Private Wealth, LLC | 114,616 | $3,615 萬 | 0.94% | +28,913+33.7% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 114,234 | $3,603 萬 | 1.67% | −1,585−1.4% | 減碼 |
| Adell Harriman & Carpenter Inc | 113,918 | $3,593 萬 | 2.18% | −1,547−1.3% | 減碼 |
| Osborne Partners Capital Management, LLC | 113,054 | $3,566 萬 | 1.81% | −668−0.6% | 減碼 |
| Culbertson A N & Co Inc | 112,796 | $3,558 萬 | 5.04% | −3,091−2.7% | 減碼 |