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 5,156 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 4 季 13F 持有人
JPMorgan Chase & Co 在 2025/12/31 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
- 5,154
- 較 2025 年第 3 季 +488 家
- 持有股數
- 19.9 億
- 較 2025 年第 3 季 +3,578 萬 (+1.8%)
- 總市值
- $6,395 億
- 較 2025 年第 3 季 +$238.7 億 (+3.9%)
- 新進機構
- 575
- 另有 1,969 家加碼
- 清倉機構
- 87
- 另有 2,154 家減碼
另有 99 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 | 5,156 | $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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 265,758,185 | $856.3 億 | 1.24% | −136,410−0.1% | 減碼 |
| BlackRock, Inc. | 211,596,732 | $681.8 億 | 1.16% | +2,404,722+1.1% | 加碼 |
| State Street Corp | 125,342,135 | $403.9 億 | 1.35% | +144,171+0.1% | 加碼 |
| Morgan Stanley | 66,385,268 | $213.9 億 | 1.28% | +939,421+1.4% | 加碼 |
| Geode Capital Management, LLC | 61,268,688 | $196.7 億 | 1.21% | −13,0170.0% | 減碼 |
| Bank of America Corp | 56,719,109 | $182.8 億 | 1.33% | −1,034,011−1.8% | 減碼 |
| FMR LLC | 35,700,719 | $115.0 億 | 0.59% | −3,036,533−7.8% | 減碼 |
| Norges Bank | 35,368,681 | $114.0 億 | 1.22% | +35,368,681 | 新進 |
| Northern Trust Corp | 31,672,762 | $102.1 億 | 1.30% | −685,553−2.1% | 減碼 |
| Price T Rowe Associates Inc | 27,942,349 | $90.0 億 | 0.97% | −1,075,522−3.7% | 減碼 |
| Capital International Investors | 26,626,025 | $85.8 億 | 1.34% | −1,509,401−5.4% | 減碼 |
| Royal Bank of Canada | 24,075,388 | $77.6 億 | 1.36% | +118,662+0.5% | 加碼 |
| Bank of New York Mellon Corp | 23,424,482 | $75.5 億 | 1.33% | +1,194,583+5.4% | 加碼 |
| Wells Fargo & Company | 23,085,900 | $74.4 億 | 1.45% | −140,040−0.6% | 減碼 |
| Capital Research Global Investors | 21,930,307 | $70.7 億 | 1.30% | −1,084,046−4.7% | 減碼 |
| Goldman Sachs Group Inc | 21,777,670 | $70.2 億 | 1.00% | −388,770−1.8% | 減碼 |
| Ameriprise Financial Inc | 19,352,594 | $62.3 億 | 1.41% | −1,599,657−7.6% | 減碼 |
| Legal & General Group Plc | 19,019,564 | $61.3 億 | 1.36% | +110,586+0.6% | 加碼 |
| UBS Group AG | 18,895,635 | $60.9 億 | 1.21% | −665,611−3.4% | 減碼 |
| Charles Schwab Investment Management Inc | 18,747,819 | $60.4 億 | 0.94% | −69,643−0.4% | 減碼 |
| Dimensional Fund Advisors LP | 18,361,596 | $59.2 億 | 1.24% | −331,475−1.8% | 減碼 |
| Capital World Investors | 18,141,072 | $58.5 億 | 0.79% | −5,954,212−24.7% | 減碼 |
| UBS Asset Management Americas Inc | 16,401,871 | $52.9 億 | 1.12% | −232,398−1.4% | 減碼 |
| Fisher Asset Management, LLC | 16,018,656 | $51.6 億 | 1.76% | +296,213+1.9% | 加碼 |
| Massachusetts Financial Services Co | 15,519,405 | $50.0 億 | 1.61% | −896,279−5.5% | 減碼 |
| Nuveen, LLC | 14,775,402 | $47.6 億 | 1.25% | −597,143−3.9% | 減碼 |
| Raymond James Financial Inc | 14,448,443 | $46.6 億 | 1.45% | +2,4400.0% | 加碼 |
| Invesco Ltd. | 14,448,897 | $46.6 億 | 0.44% | −206,256−1.4% | 減碼 |
| Franklin Resources Inc | 12,420,530 | $40.0 億 | 0.98% | −176,749−1.4% | 減碼 |
| Wellington Management Group LLP | 10,391,709 | $33.5 億 | 0.59% | −3,425,119−24.8% | 減碼 |
| Deutsche Bank AG | 10,190,594 | $32.8 億 | 1.07% | +296,547+3.0% | 加碼 |
| Barclays PLC | 9,749,773 | $31.4 億 | 1.26% | −4,312,292−30.7% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 9,132,100 | $29.4 億 | 2.58% | +1,258,634+16.0% | 加碼 |
| Neuberger Berman Group LLC | 8,214,514 | $26.5 億 | 1.97% | −554,872−6.3% | 減碼 |
| BNP Paribas Arbitrage, SA | 7,914,787 | $25.5 億 | 1.61% | +1,822,568+29.9% | 加碼 |
| HSBC Holdings PLC | 7,564,735 | $24.4 億 | 1.39% | +751,217+11.0% | 加碼 |
| Boston Partners | 7,231,996 | $23.3 億 | 2.41% | −260,767−3.5% | 減碼 |
| Envestnet Asset Management Inc | 6,778,558 | $21.8 億 | 0.65% | −300,184−4.2% | 減碼 |
| California Public Employees Retirement System | 6,761,319 | $21.8 億 | 1.25% | +145,570+2.2% | 加碼 |
| Amundi | 6,750,953 | $21.8 億 | 0.59% | +1,269,323+23.2% | 加碼 |
| The PNC Financial Services Group, Inc. | 6,744,967 | $21.7 億 | 1.19% | −104,241−1.5% | 減碼 |
| Schroder Investment Management Group | 6,613,948 | $21.3 億 | 1.62% | +215,818+3.4% | 加碼 |
| Baird Financial Group, Inc. | 6,576,161 | $21.2 億 | 3.30% | +143,107+2.2% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 6,474,962 | $20.9 億 | 1.23% | −334,455−4.9% | 減碼 |
| SG Americas Securities, LLC | 6,218,204 | $20.0 億 | 2.64% | +6,215,423+223,496.0% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 5,867,584 | $19.1 億 | 1.29% | +237,210+4.2% | 加碼 |
| Bank of Montreal | 5,831,539 | $18.8 億 | 0.77% | −300,633−4.9% | 減碼 |
| Canada Pension Plan Investment Board | 5,573,356 | $18.0 億 | 1.20% | −138,974−2.4% | 減碼 |
| LPL Financial LLC | 5,459,824 | $17.6 億 | 0.48% | +242,190+4.6% | 加碼 |
| Alliancebernstein L.P. | 5,426,193 | $17.5 億 | 0.55% | −349,455−6.1% | 減碼 |
| National Pension Service | 5,408,990 | $17.4 億 | 1.29% | −41,885−0.8% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 5,281,754 | $17.0 億 | 2.88% | +447,663+9.3% | 加碼 |
| Principal Financial Group Inc | 5,134,283 | $16.5 億 | 0.84% | −167,504−3.2% | 減碼 |
| TD Asset Management Inc | 4,931,716 | $15.9 億 | 1.28% | −148,269−2.9% | 減碼 |
| JPMorgan Chase & Co | 4,926,369 | $15.9 億 | 0.11% | +74,809+1.5% | 加碼 |
| Unisphere Establishment | 4,800,000 | $15.5 億 | 11.56% | 00.0% | 不變 |
| Swedbank AB | 4,725,326 | $15.2 億 | 1.47% | −111,401−2.3% | 減碼 |
| Rhumbline Advisers | 4,708,833 | $15.2 億 | 1.23% | −167,347−3.4% | 減碼 |
| Bessemer Group Inc | 4,698,539 | $15.1 億 | 2.32% | −701,428−13.0% | 減碼 |
| Clearbridge Investments, LLC | 4,621,543 | $14.9 億 | 1.19% | −194,205−4.0% | 減碼 |
| Sanders Capital, LLC | 4,305,493 | $13.9 億 | 1.60% | −31,537−0.7% | 減碼 |
| California State Teachers Retirement System | 4,260,642 | $13.7 億 | 1.37% | −113,285−2.6% | 減碼 |
| Janus Henderson Group PLC | 4,193,611 | $13.5 億 | 0.60% | −170,092−3.9% | 減碼 |
| Stifel Financial Corp | 3,900,287 | $12.6 億 | 1.13% | −14,813−0.4% | 減碼 |
| Robeco Institutional Asset Management B.V. | 3,776,778 | $12.2 億 | 1.73% | −12,697−0.3% | 減碼 |
| American Century Companies Inc | 3,707,319 | $11.9 億 | 0.60% | −373,550−9.2% | 減碼 |
| Primecap Management Co | 3,606,887 | $11.6 億 | 0.88% | −231,180−6.0% | 減碼 |
| US Bancorp | 3,584,075 | $11.5 億 | 1.35% | −71,517−2.0% | 減碼 |
| Nordea Investment Management AB | 3,566,046 | $11.5 億 | 0.99% | +220,581+6.6% | 加碼 |
| CI Private Wealth, LLC | 3,484,827 | $11.2 億 | 1.53% | +290,213+9.1% | 加碼 |
| New York State Common Retirement Fund | 3,243,209 | $10.5 億 | 1.39% | −91,827−2.8% | 減碼 |
| Allianz Asset Management GmbH | 3,232,673 | $10.4 億 | 1.19% | +512,118+18.8% | 加碼 |
| Fayez Sarofim & Co | 3,177,244 | $10.2 億 | 2.46% | −293,156−8.4% | 減碼 |
| CIBC Private Wealth Group, LLC | 3,155,380 | $10.2 億 | 1.72% | −36,942−1.2% | 減碼 |
| Voya Investment Management LLC | 3,072,539 | $9.90 億 | 0.98% | +150,309+5.1% | 加碼 |
| Mariner, LLC | 3,028,638 | $9.76 億 | 1.16% | −275,906−8.3% | 減碼 |
| Aviva PLC | 3,020,078 | $9.73 億 | 1.64% | +336,943+12.6% | 加碼 |
| Truist Financial Corp | 3,006,468 | $9.69 億 | 1.29% | +71,915+2.5% | 加碼 |
| Colony Group, LLC | 3,007,563 | $9.68 億 | 1.10% | +640,513+27.1% | 加碼 |
| FIL Ltd | 2,995,394 | $9.65 億 | 0.72% | +28,766+1.0% | 加碼 |
| Citigroup Inc | 2,992,017 | $9.64 億 | 0.66% | −2,092,673−41.2% | 減碼 |
| Ensign Peak Advisors, Inc | 2,975,124 | $9.59 億 | 1.69% | −442,487−12.9% | 減碼 |
| Acadian Asset Management LLC | 2,909,712 | $9.38 億 | 1.54% | +762,950+35.5% | 加碼 |
| National Bank of Canada | 2,781,327 | $8.96 億 | 0.92% | −330,606−10.6% | 減碼 |
| Rathbone Brothers plc | 2,737,607 | $8.82 億 | 3.45% | −25,788−0.9% | 減碼 |
| Credit Agricole S A | 2,736,707 | $8.82 億 | 2.43% | +770,029+39.2% | 加碼 |
| KBC Group NV | 2,725,322 | $8.78 億 | 2.00% | +63,990+2.4% | 加碼 |
| HighTower Advisors, LLC | 2,672,170 | $8.61 億 | 0.94% | −49,548−1.8% | 減碼 |
| Axiom Investors LLC | 2,624,117 | $8.46 億 | 7.42% | +892,794+51.6% | 加碼 |
| Manufacturers Life Insurance Company, The | 2,592,792 | $8.36 億 | 0.69% | +5,479+0.2% | 加碼 |
| Mackenzie Financial Corp | 2,533,666 | $8.18 億 | 0.97% | −32,433−1.3% | 減碼 |
| Victory Capital Management Inc | 2,527,003 | $8.14 億 | 0.46% | +165,166+7.0% | 加碼 |
| Capital Wealth Planning, LLC | 2,455,895 | $7.94 億 | 5.14% | +84,201+3.6% | 加碼 |
| APG Asset Management N.V. | 2,886,209 | $7.92 億 | 2.25% | +164,988+6.1% | 加碼 |
| State Board of Administration of Florida Retirement System | 2,428,507 | $7.83 億 | 1.38% | −106,344−4.2% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 2,428,466 | $7.83 億 | 1.18% | −10,000−0.4% | 減碼 |
| Rockefeller Capital Management L.P. | 2,325,791 | $7.49 億 | 1.35% | +167,409+7.8% | 加碼 |
| Standard Life Aberdeen plc | 2,312,440 | $7.45 億 | 1.15% | +4,665+0.2% | 加碼 |
| Blair William & Co | 2,309,809 | $7.44 億 | 2.00% | +2,891+0.1% | 加碼 |
| Danske Bank A/S | 2,293,510 | $7.39 億 | 1.72% | +84,193+3.8% | 加碼 |