跳到主要內容

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 5,158 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。

其他股別AMJBVYLDJPM.PCJPM.PDJPM.PJJPM.PKJPM.PLJPM.PM

2025 年第 4 季與 2025 年第 3 季比較

持有 JPMorgan Chase & Co 的機構從 2025 年第 3 季到 2025 年第 4 季的變化。

2025 年第 4 季全部持有人2025 年第 3 季全部持有人

JPM 的 13F 持有人:2025 年第 3 季與 2025 年第 4 季比較
項目2025 年第 3 季其中尚未申報 2025 年第 4 季2025 年第 4 季變化
持有家數4,765995,154+488
股數19.6 億750.1 萬19.9 億+3,578 萬 (+1.8%)
市值$6,180 億$23.7 億$6,395 億+$238.7 億 (+3.9%)

99 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 季:沒申報不算清倉,所以變化不計入它們。

新進機構(575 家)

2025 年第 4 季季末持有 JPMorgan Chase & Co、2025 年第 3 季季末沒有持有的機構。

依市值列出前 100 家,共 575 家。

2025 年第 4 季新進 JPM 的機構
機構股數市值佔組合 %
Norges Bank35,368,681$114.0 億1.22%
PFA Pension, Forsikringsaktieselskab1,467,182$4.75 億1.35%
CIBC World Markets Corp1,434,989$4.62 億2.32%
Glenmede Trust Co NA1,161,741$3.74 億1.77%
Eurizon Capital SGR S.p.A.865,031$2.79 億0.87%
Nomura Asset Management International Inc.777,921$2.51 億0.38%
Pinebridge Investments LLC767,072$2.47 億1.82%
EP Wealth Advisors, LLC646,590$2.08 億1.08%
Pinnacle Financial Partners, Inc.620,597$2.00 億1.51%
EFG International AG542,828$1.75 億3.38%
PensionDanmark Pensionsforsikringsaktieselskab526,314$1.70 億1.54%
AG Campbell Advisory, LLC471,920$1.52 億96.02%
PBU - The Pension Fund of Early Childhood & Youth Educators440,002$1.42 億2.04%
Life Cycle Investment Partners Ltd373,767$1.20 億0.84%
Ursa Fund Management, LLC370,000$1.19 億10.26%
Tudor Investment Corp Et Al300,524$9,683 萬0.53%
Milford Funds Ltd290,975$9,376 萬1.84%
Blue Sparrow, LLC274,081$8,831 萬1.66%
Osmosis Investment Management UK Ltd186,984$6,025 萬1.52%
Delaney Capital Management Ltd.148,985$4,801 萬7.96%
71 West Capital Partners117,822$3,796 萬1.75%
Fideuram - Intesa Sanpaolo Private Banking S.P.A.104,257$3,359 萬1.21%
NLB Skladi, upravljanje premozenja, d.o.o.96,892$3,122 萬1.43%
Trexquant Investment LP95,557$3,079 萬0.27%
North Dakota State Investment Board95,274$3,070 萬1.14%
Avanza Fonder AB92,429$2,978 萬0.76%
BlueCrest Capital Management Ltd79,128$2,550 萬0.99%
Arbejdsmarkedets Tillaegspension77,398$2,494 萬0.64%
M Holdings Securities, Inc.75,092$2,420 萬1.73%
OpenArc Corporate Advisory, LLC74,156$2,389 萬0.39%
MidFirst Bank65,722$2,073 萬1.65%
Tulsa Wealth Advisors, INC57,198$1,843 萬6.13%
Perryman Financial Advisory Inc57,128$1,841 萬2.70%
BW Gestao de Investimentos Ltda.56,117$1,808 萬0.64%
Clear Trail Advisors, LLC54,671$1,762 萬4.09%
Gemsstock Limited54,400$1,753 萬2.55%
Intesa Sanpaolo Wealth Management52,642$1,696 萬3.51%
McMillan Office, Inc.50,153$1,616 萬1.94%
Evolve Private Wealth, LLC49,545$1,596 萬0.95%
Meiji Yasuda America Inc45,937$1,480 萬3.40%
Cambient Family Office, LLC45,533$1,467 萬2.09%
Intesa Sanpaolo S.p.A.41,806$1,352 萬0.87%
Wealth Enhancement Trust Services, Inc.41,181$1,327 萬1.68%
Kettle Hill Capital Management, LLC36,936$1,190 萬2.65%
Laurel Oak Wealth Management, LLC35,827$1,154 萬1.94%
Fideuram Asset Management (Ireland) dac41,155$1,085 萬0.87%
Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust33,485$1,079 萬2.89%
Westco Advisory Services Inc30,850$994.0 萬6.11%
Campbell & CO Investment Adviser LLC29,196$940.8 萬0.45%
Titan Wealth (CI) Ltd27,057$871.9 萬3.35%
Ninety One North America, Inc.26,814$864.0 萬0.35%
Qsemble Capital Management, LP26,599$857.1 萬0.71%
Marble Wealth, LLC26,310$847.8 萬1.18%
Bell Asset Management Ltd26,004$842.3 萬2.25%
SG Trading Solutions, LLC25,665$827.0 萬1.92%
Advisortrust Partners, LLC25,541$823.0 萬3.62%
Claudia M.P. Batlle, CRP (R) LLC25,118$809.4 萬3.04%
Sagewood Asset Management LP25,034$806.6 萬2.86%
Myriad Asset Management Advisors LLC23,815$767.4 萬2.36%
Third View Private Wealth, LLC23,348$752.3 萬1.01%
Headlands Technologies LLC22,575$727.4 萬0.61%
Cane Capital Partners, LLC21,923$706.4 萬2.96%
Shrier Wealth Management, LLC21,107$680.1 萬2.68%
TMB Capital Partners, LLC20,913$673.9 萬2.30%
KTF Investments, LLC20,015$644.9 萬1.06%
Indivisible Partners19,630$632.5 萬0.69%
Winthrop Partners - WNY, LLC19,173$617.8 萬3.33%
Sherman Porfolios, LLC19,145$616.9 萬0.42%
Diversified Management Inc19,013$612.6 萬1.43%
Forty-three Eighteen Advisors, LLC18,884$608.5 萬4.73%
ARP Global Capital Ltd18,831$606.8 萬1.83%
Focused Alpha, LLC18,722$603.3 萬1.77%
S Harris Financial Group, LLC18,004$580.1 萬5.56%
Platt Wealth Management LLC17,955$578.5 萬5.74%
Advisor Resource Council18,593$573.2 萬2.04%
Buffalo Business & Estate Services Ltd17,396$560.5 萬0.81%
Point72 Asset Management, L.P.17,103$551.1 萬0.01%
Aster Capital Management (DIFC) Ltd16,675$537.3 萬2.35%
PCM Encore, LLC16,499$531.6 萬1.13%
Platform Wealth Management, LLC16,165$520.9 萬1.39%
Vega Investment Solutions15,927$513.2 萬0.82%
NWM Advisors, LLC15,710$506.2 萬4.40%
Juno Financial Group LLC15,365$495.1 萬1.98%
Capital Financial Group Inc15,303$493.1 萬2.75%
Tannin Capital LLC14,961$482.1 萬4.31%
Cornerstone Planning, LLC14,179$458.1 萬1.06%
Wealth Intelligence, LLC14,159$456.2 萬2.26%
Marathon Wealth Advisors LLC13,948$449.4 萬1.79%
London & Capital Asset Management Ltd13,793$444.6 萬0.05%
CrossGen Wealth, LLC13,781$444.1 萬3.91%
Snowwater Investment Partners, LLC13,767$443.6 萬4.08%
Xxi Wealth, LLC13,733$442.5 萬2.69%
Monetary Solutions, Ltd13,543$436.4 萬4.30%
Vines Capital Management, LLC13,510$435.3 萬4.24%
Asset One Wealth Management LLC13,857$427.0 萬0.58%
Jones Kertz & Associates, Inc.13,244$426.7 萬2.19%
Purpose Unlimited Inc.13,190$425.1 萬0.19%
Wiregrass Investment Management LLC13,068$421.1 萬3.52%
Rhodes Investment Advisors Inc13,054$420.6 萬3.40%
Longaeva Partners L.P.13,050$420.5 萬0.50%

清倉機構(87 家)

2025 年第 3 季季末持有 JPMorgan Chase & Co、2025 年第 4 季有申報但已經沒有持有的機構。

2025 年第 4 季清倉 JPM 的機構
機構2025 年第 3 季股數2025 年第 3 季市值
Waverton Investment Management Ltd255,476$8,057 萬
Senator Investment Group LP175,000$5,520 萬
Nearwater Capital Markets, Ltd170,000$5,362 萬
Brighton Jones LLC63,816$2,013 萬
Alyeska Investment Group, L.P.61,048$1,926 萬
NJ State Employees Deferred Compensation Plan58,110$1,833 萬
Temasek Holdings (Private) Ltd49,870$1,573 萬
Interval Partners, LP41,787$1,318 萬
Mirabella Financial Services LLP39,566$1,246 萬
Arrow Capital Pty Ltd22,500$1,073 萬
Pitcairn Co29,583$933.1 萬
Hayek Kallen Investment Management29,331$925.2 萬
International Assets Investment Management, LLC31,163$905.0 萬
Weiss Asset Management LP19,757$623.2 萬
Sanders Morris Harris LLC18,730$590.8 萬
Crowley Wealth Management, Inc.16,763$528.7 萬
Winton Group Ltd14,153$446.4 萬
Mirae Asset Securities (USA) Inc.12,585$397.0 萬
Skye Global Management LP10,500$331.2 萬
ExodusPoint Capital Management, LP10,338$326.1 萬
Yukon Wealth Management, Inc.9,046$285.3 萬
Total Wealth Planning, LLC8,960$282.6 萬
Roberts Capital Advisors, LLC8,358$263.6 萬
Touchstone Capital, Inc.7,991$252.1 萬
Gsa Capital Partners LLP6,705$211.5 萬
Tang Capital Management LLC6,312$199.1 萬
Virtus Investment Advisers, Inc.6,145$193.8 萬
FNY Investment Advisers, LLC5,000$157.7 萬
McDaniel Terry & Co4,558$143.8 萬
Polar Asset Management Partners Inc.3,688$116.3 萬
Diametric Capital, LP3,530$111.3 萬
Humankind Investments LLC3,476$109.6 萬
SIH Partners, LLLP3,374$106.4 萬
McCarthy & Cox3,269$103.1 萬
Murphy, Middleton, Hinkle & Parker, Inc.3,002$94.7 萬
SPX Equities Gestao de Recursos Ltda2,800$88.3 萬
CTC Alternative Strategies, Ltd.2,756$86.9 萬
Perritt Capital Management Inc2,742$86.5 萬
Bender Robert & Associates2,565$80.9 萬
Bridgefront Capital, LLC2,507$79.1 萬
Strive Asset Management, LLC2,442$77.0 萬
FDx Advisors, Inc.2,421$75.3 萬
NovaPoint Capital, LLC2,161$68.2 萬
SummitTX Capital, L.P.2,069$65.3 萬
LifeWealth Investments, LLC2,031$64.0 萬
111 Capital1,994$62.9 萬
denkapparat Operations GmbH1,936$61.1 萬
Aquatic Capital Management LLC1,833$57.8 萬
Hobbs Wealth Management, LLC1,709$53.9 萬
Red Lighthouse Investment Management, LLC1,697$53.5 萬
Colrain Capital LLC1,600$50.5 萬
Advanced Portfolio Management, LLC1,486$46.9 萬
Northwest Financial Advisors1,446$45.6 萬
Machina Capital S.A.S.1,393$43.9 萬
PFG Private Wealth Management, LLC1,340$42.3 萬
ZynergyRetirementPlanningLLC1,321$41.7 萬
CarsonAllaria Wealth Management, Ltd.1,309$41.3 萬
Laurion Capital Management LP1,276$40.2 萬
VELA Investment Management, LLC1,215$38.3 萬
Significant Wealth Partners LLC1,156$36.5 萬
Allegiance Financial Group Advisory Services LLC1,115$35.2 萬
Brueske Advisory Services, LLC1,093$34.5 萬
Capstone Capital Wealth Advisors1,091$34.4 萬
Seed Wealth Management, Inc.975$30.7 萬
Carroll Investors, Inc955$30.1 萬
Fox Run Management, L.L.C.946$29.8 萬
Lawson Kroeker Investment Management Inc842$26.6 萬
New Century Financial Group, LLC800$25.2 萬
Integrity Wealth Advisors, Inc.815$24.8 萬
Rahlfs Capital, LLC738$23.3 萬
Arcadia Wealth Management, Inc.711$22.4 萬
Miller Financial Services LLC707$22.3 萬
Stuart Chaussee & Associates, Inc.704$22.2 萬
Financial & Tax Architects, LLC694$21.9 萬
REDW Wealth LLC687$21.7 萬
Tme Financial, Inc.684$21.6 萬
Beacon Financial Planning, Inc658$20.7 萬
Meredith Wealth Planning648$20.4 萬
Wealth Advisors of Tampa Bay, LLC640$20.2 萬
Accordant Advisory Group Inc500$15.8 萬
Painted Porch Advisors LLC430$13.6 萬
Main Street Group, LTD429$13.5 萬
Clear Investment Research, LLC122$3.88 萬
Family Legacy Financial Solutions, LLC104$3.28 萬
Koesten, Hirschmann & Crabtree, INC.31$9,716
BLKBRD Asset Management, LP18$5,678
Sellwood Investment Partners LLC13$4,101

尚未申報 2025 年第 4 季的機構(99 家)

2025 年第 3 季季末持有 JPMorgan Chase & Co、還沒有申報 2025 年第 4 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2025 年第 3 季持有 JPM、尚未申報 2025 年第 4 季的機構
機構2025 年第 3 季股數2025 年第 3 季市值
Glenmede Investment Management, LP1,160,165$3.66 億
AXA Investment Managers S.A.1,048,217$3.31 億
Pinebridge Investments, L.P.966,969$3.05 億
Jarislowsky, Fraser Ltd878,324$2.77 億
CIBC Bancorp USA Inc.813,681$2.57 億
Stonegate Investment Group, LLC579,471$1.83 億
Pinnacle Financial Partners Inc324,074$1.02 億
Synovus Financial Corp306,472$9,669 萬
Aware Super Pty Ltd as trustee of Aware Super298,835$9,426 萬
Sonora Investment Management Group, LLC111,734$3,524 萬
Wetherby Asset Management Inc95,143$3,001 萬
Country Club Bank57,925$1,829 萬
EFG Asset Management (Americas) Corp.52,425$1,654 萬
Shorepoint Capital Partners LLC48,348$1,525 萬
Bard Financial Services, Inc.44,060$1,390 萬
Bridge Creek Capital Management LLC39,033$1,231 萬
Apexium Financial, LP38,217$1,205 萬
Wells Trecaso Financial Group, LLC37,574$1,185 萬
SPC Financial, Inc.34,783$1,097 萬
Bristlecone Advisors, LLC34,386$1,085 萬
Shell Asset Management Co30,326$956.6 萬
Moloney Securities Asset Management, LLC28,572$901.3 萬
Ahl Investment Management, Inc.24,496$772.7 萬
West Oak Capital, LLC20,352$642.0 萬
FCG Investment Co19,539$616.3 萬
Cobblestone Capital Advisors LLC19,514$615.5 萬
O'Dell Group, LLC19,279$608.1 萬
Guerra Advisors Inc17,412$549.2 萬
Watts Gwilliam & Co., LLC16,711$527.1 萬
Court Place Advisors, LLC12,185$384.3 萬
Optimum Investment Advisors11,946$376.8 萬
Lindenwold Advisors11,881$374.7 萬
Financial Advisors, LLC11,467$361.7 萬
Clare Market Investments LLC11,198$353.2 萬
Oak Hill Wealth Advisors, LLC11,093$349.9 萬
RW Investment Management LLC10,627$335.2 萬
Hemington Wealth Management10,273$324.0 萬
Brass Tax Wealth Management, Inc10,169$320.8 萬
Masso Torrence Wealth Management Inc.10,007$315.7 萬
Fullcircle Wealth LLC9,702$300.0 萬
Siligmueller & Norvid Wealth Advisors LLC9,507$299.9 萬
Mendel Capital Management LLC9,146$288.5 萬
IMS Capital Management9,082$286.5 萬
LexAurum Advisors, LLC8,954$282.4 萬
Gries Financial LLC8,394$264.8 萬
L.M. Kohn & Company8,039$253.6 萬
Wolverine Trading, LLC7,669$242.1 萬
Benchmark Investment Advisors LLC7,576$239.0 萬
Copperleaf Capital, LLC6,857$216.3 萬
AllSquare Wealth Management LLC6,391$201.6 萬
Donald L. Hagan, LLC6,017$189.8 萬
Lion Street Advisors, LLC10,991$186.7 萬
PBMares Wealth Management LLC5,861$184.9 萬
Texas Capital Bancshares Inc5,622$177.3 萬
Burt Wealth Advisors5,487$173.1 萬
Hutchinson Financial Advisors, INC5,478$172.8 萬
Wealthstream Advisors, Inc.4,658$146.9 萬
Full Sail Capital, LLC4,604$145.2 萬
First National Corp4,556$141.6 萬
Palo Alto Wealth Advisors, LLC4,290$135.4 萬
WNY Asset Management, LLC4,277$134.9 萬
Tikehau Investment Management4,070$128.4 萬
Creekmur Asset Management LLC3,839$121.1 萬
Galibier Capital Management Ltd.3,760$118.6 萬
Accredited Wealth Management, LLC303$118.1 萬
Willow Creek Wealth Management Inc.3,462$109.2 萬
Truxt Investmentos Ltda.3,379$106.6 萬
Aletheian Wealth Advisors LLC2,994$94.4 萬
1858 Wealth Management, LLC2,967$93.6 萬
IFS Group,LLC2,739$85.1 萬
Gitterman Wealth Management, LLC2,628$82.9 萬
Obsidian Personal Planning Solutions LLC2,575$80.1 萬
Eisler Capital Management Ltd.2,380$75.1 萬
Gimbal Financial2,355$74.3 萬
First Affirmative Financial Network2,305$72.7 萬
Stonegate Management LLC2,200$69.4 萬
Vishria Bird Financial Group, LLC2,075$65.5 萬
Ascent Capital Management, LLC2,058$64.9 萬
Lokken Investment Group LLC2,008$63.3 萬
Garland Capital Management Inc1,890$59.6 萬
Binnacle Investments Inc1,877$59.2 萬
Amica Retiree Medical Trust1,822$57.5 萬
FSA Wealth Management LLC1,781$56.2 萬
EWG Elevate Inc.1,630$51.4 萬
Shilanski & Associates, Inc.1,588$50.1 萬
Sterling Financial Group, Inc.1,534$48.4 萬
Defined Financial Planning LLC1,518$46.2 萬
Chiron Capital Management, LLC1,398$44.1 萬
Marshall Financial Group Inc1,271$40.1 萬
JFG Wealth Management, LLC1,101$34.7 萬
MAS Advisors LLC1,013$32.0 萬
Sheets Smith Investment Management780$24.6 萬
Promus Capital, LLC769$24.2 萬
WFA Asset Management Corp1,058$22.3 萬
Lingohr & Partner Asset Management GmbH700$22.0 萬
Abich Financial Wealth Management LLC678$21.4 萬
Sagard Holdings Management Inc.222$7.00 萬
Lowe Wealth Advisors, LLC201$6.34 萬
Pineridge Advisors LLC184$5.81 萬