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 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 | 5,157 | $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 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 |
|---|---|---|---|---|---|
| Sand Hill Global Advisors, LLC | 77,436 | $2,495 萬 | 0.87% | −2,011−2.5% | 減碼 |
| JB Capital LLC | 77,427 | $2,495 萬 | 1.02% | +542+0.7% | 加碼 |
| Arbejdsmarkedets Tillaegspension | 77,398 | $2,494 萬 | 0.64% | +77,398 | 新進 |
| BTC Capital Management, Inc. | 77,156 | $2,488 萬 | 1.74% | −1,260−1.6% | 減碼 |
| Charter Trust Co | 77,176 | $2,487 萬 | 1.44% | −1,186−1.5% | 減碼 |
| Ledyard National Bank | 76,878 | $2,477 萬 | 2.13% | −2,544−3.2% | 減碼 |
| Dnca Finance | 76,714 | $2,472 萬 | 1.43% | +1,535+2.0% | 加碼 |
| Skopos Labs, Inc. | 76,172 | $2,466 萬 | 1.14% | +28,825+60.9% | 加碼 |
| Sagespring Wealth Partners, LLC | 76,525 | $2,466 萬 | 0.45% | +774+1.0% | 加碼 |
| Covea Finance | 76,500 | $2,465 萬 | 0.81% | −27,700−26.6% | 減碼 |
| CCM Investment Advisers LLC | 75,942 | $2,447 萬 | 2.34% | −229−0.3% | 減碼 |
| Advisors Asset Management, Inc. | 75,912 | $2,446 萬 | 0.41% | +4,494+6.3% | 加碼 |
| Ethic Inc. | 75,697 | $2,439 萬 | 0.38% | +7,995+11.8% | 加碼 |
| Rbo & Co LLC | 75,451 | $2,431 萬 | 3.87% | −86−0.1% | 減碼 |
| Palisade Asset Management, LLC | 75,437 | $2,431 萬 | 2.37% | −3,002−3.8% | 減碼 |
| James Investment Research Inc | 75,294 | $2,426 萬 | 2.65% | +418+0.6% | 加碼 |
| Edgar Lomax Co | 75,095 | $2,420 萬 | 1.84% | −1,750−2.3% | 減碼 |
| M Holdings Securities, Inc. | 75,092 | $2,420 萬 | 1.73% | +75,092 | 新進 |
| Capital International Ltd | 75,070 | $2,419 萬 | 0.85% | −93,411−55.4% | 減碼 |
| United Asset Strategies, Inc. | 74,950 | $2,415 萬 | 1.86% | −565−0.7% | 減碼 |
| WCG Wealth Advisors LLC | 74,791 | $2,410 萬 | 0.68% | +44,033+143.2% | 加碼 |
| Spire Wealth Management | 74,497 | $2,400 萬 | 0.80% | +1,450+2.0% | 加碼 |
| Moneta Group Investment Advisors LLC | 74,317 | $2,395 萬 | 0.18% | +299+0.4% | 加碼 |
| Cabot Wealth Management Inc | 74,164 | $2,390 萬 | 2.64% | −938−1.2% | 減碼 |
| OpenArc Corporate Advisory, LLC | 74,156 | $2,389 萬 | 0.39% | +74,156 | 新進 |
| Securian Asset Management, Inc | 74,024 | $2,385 萬 | 0.90% | −58,774−44.3% | 減碼 |
| First Financial Bank - Trust Division | 73,907 | $2,381 萬 | 1.96% | −549−0.7% | 減碼 |
| Journey Advisory Group, LLC | 73,540 | $2,370 萬 | 1.99% | −2,178−2.9% | 減碼 |
| Applied Finance Capital Management, LLC | 73,371 | $2,364 萬 | 1.69% | −4,520−5.8% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 73,089 | $2,355 萬 | 1.52% | 00.0% | 不變 |
| Cypress Capital Group | 73,044 | $2,354 萬 | 2.64% | +515+0.7% | 加碼 |
| Tufton Capital Management | 73,045 | $2,354 萬 | 4.11% | −954−1.3% | 減碼 |
| Circle Wealth Management, LLC | 72,751 | $2,344 萬 | 0.36% | −1,003−1.4% | 減碼 |
| Cohen Klingenstein LLC | 72,700 | $2,343 萬 | 0.71% | 00.0% | 不變 |
| Middleton & Co Inc | 72,583 | $2,339 萬 | 2.48% | −130−0.2% | 減碼 |
| FourThought Financial Partners, LLC | 72,277 | $2,329 萬 | 1.97% | −202−0.3% | 減碼 |
| DuPont Capital Management Corp | 72,243 | $2,328 萬 | 2.62% | −16,799−18.9% | 減碼 |
| MASTERINVEST Kapitalanlage GmbH | 71,911 | $2,326 萬 | 2.21% | +130.0% | 加碼 |
| Davy Global Fund Management Ltd | 72,032 | $2,321 萬 | 1.60% | −22,222−23.6% | 減碼 |
| Wellington Shields Capital Management, LLC | 71,982 | $2,319 萬 | 3.38% | +1,975+2.8% | 加碼 |
| Connors Investor Services Inc | 71,841 | $2,314 萬 | 1.99% | −307−0.4% | 減碼 |
| Everence Capital Management Inc | 71,665 | $2,309 萬 | 1.37% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 71,334 | $2,299 萬 | 0.56% | −245−0.3% | 減碼 |
| Stockman Wealth Management, Inc. | 71,206 | $2,294 萬 | 2.67% | −62−0.1% | 減碼 |
| Logan Capital Management Inc | 70,963 | $2,287 萬 | 0.96% | −6,360−8.2% | 減碼 |
| Strategy Asset Managers LLC | 70,620 | $2,276 萬 | 3.74% | +3,968+6.0% | 加碼 |
| Pittenger & Anderson Inc | 70,533 | $2,273 萬 | 0.87% | +8,810+14.3% | 加碼 |
| David Loasby | 70,008 | $2,272 萬 | 1.53% | +3,709+5.6% | 加碼 |
| Thompson Siegel & Walmsley LLC | 70,440 | $2,270 萬 | 0.38% | −20,667−22.7% | 減碼 |
| Douglass Winthrop Advisors, LLC | 70,363 | $2,267 萬 | 0.40% | +4,172+6.3% | 加碼 |
| Richard C. Young & CO., LTD. | 70,357 | $2,267 萬 | 2.03% | −85−0.1% | 減碼 |
| Venturi Wealth Management, LLC | 70,316 | $2,266 萬 | 1.01% | +1,142+1.7% | 加碼 |
| Pictet North America Advisors SA | 70,301 | $2,265 萬 | 2.15% | −2,231−3.1% | 減碼 |
| Strategic Wealth Designers | 70,211 | $2,262 萬 | 2.78% | −30,274−30.1% | 減碼 |
| Fidelis Capital Partners, LLC | 70,077 | $2,258 萬 | 1.64% | +5,101+7.9% | 加碼 |
| Caisse des Depots Et Consignations | 70,031 | $2,257 萬 | 0.51% | 00.0% | 不變 |
| Wealthcare Advisory Partners LLC | 70,018 | $2,256 萬 | 0.44% | +14,026+25.1% | 加碼 |
| Osher Van de Voorde Investment Management | 69,850 | $2,251 萬 | 4.87% | −1,712−2.4% | 減碼 |
| Cullinan Associates Inc | 69,616 | $2,243 萬 | 1.52% | −11,616−14.3% | 減碼 |
| Allied Investment Advisors, LLC | 69,411 | $2,237 萬 | 3.46% | −803−1.1% | 減碼 |
| Buckingham Strategic Partners | 69,267 | $2,232 萬 | 0.27% | −6,065−8.1% | 減碼 |
| Community Bank, N.A. | 69,259 | $2,232 萬 | 2.64% | −1,385−2.0% | 減碼 |
| River Wealth Advisors LLC | 68,992 | $2,223 萬 | 2.49% | +1,358+2.0% | 加碼 |
| Woodstock Corp | 68,892 | $2,220 萬 | 1.90% | +582+0.9% | 加碼 |
| Sowell Financial Services LLC | 68,880 | $2,219 萬 | 0.82% | +187+0.3% | 加碼 |
| Hilltop Holdings Inc. | 68,692 | $2,213 萬 | 1.33% | −4,182−5.7% | 減碼 |
| DSG Capital Advisors, LLC | 71,391 | $2,208 萬 | 3.36% | +1,110+1.6% | 加碼 |
| Naples Global Advisors, LLC | 68,238 | $2,199 萬 | 1.64% | −682−1.0% | 減碼 |
| PFG Investments, LLC | 68,149 | $2,196 萬 | 1.03% | +615+0.9% | 加碼 |
| K.J. Harrison & Partners Inc | 68,135 | $2,195 萬 | 2.92% | +40,300+144.8% | 加碼 |
| Heritage Trust Co | 68,127 | $2,195 萬 | 2.23% | +46+0.1% | 加碼 |
| GLOBALT Investments LLC | 68,004 | $2,191 萬 | 0.80% | −2,202−3.1% | 減碼 |
| Tompkins Financial Corp | 67,772 | $2,184 萬 | 1.70% | −2,083−3.0% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 72,424 | $2,175 萬 | 0.20% | −902−1.2% | 減碼 |
| Alerus Financial NA | 67,487 | $2,175 萬 | 1.06% | −14,658−17.8% | 減碼 |
| Greenwood Gearhart Inc | 67,442 | $2,173 萬 | 1.20% | −1,167−1.7% | 減碼 |
| Mission Wealth Management, LP | 67,360 | $2,170 萬 | 0.44% | −2,861−4.1% | 減碼 |
| Hollencrest Capital Management | 67,350 | $2,170 萬 | 0.75% | −2,263−3.3% | 減碼 |
| IHT Wealth Management, LLC | 67,221 | $2,166 萬 | 0.53% | +415+0.6% | 加碼 |
| Farmers Trust Co | 67,171 | $2,164 萬 | 3.53% | −467−0.7% | 減碼 |
| AMG National Trust Bank | 67,162 | $2,164 萬 | 0.51% | +1,199+1.8% | 加碼 |
| Barbara Oil Co. | 67,000 | $2,159 萬 | 8.01% | 00.0% | 不變 |
| One Capital Management, LLC | 66,839 | $2,154 萬 | 0.65% | +250+0.4% | 加碼 |
| Turtle Creek Wealth Advisors, LLC | 66,697 | $2,149 萬 | 1.69% | +4,019+6.4% | 加碼 |
| BKD Wealth Advisors, LLC | 66,469 | $2,142 萬 | 0.40% | +702+1.1% | 加碼 |
| Goelzer Investment Management, Inc. | 66,060 | $2,129 萬 | 0.99% | +976+1.5% | 加碼 |
| Caldwell Trust Co | 66,039 | $2,128 萬 | 1.89% | −1,603−2.4% | 減碼 |
| Griffin Asset Management, Inc. | 65,664 | $2,116 萬 | 2.29% | −275−0.4% | 減碼 |
| Phoenix Holdings Ltd. | 76,593 | $2,115 萬 | 0.23% | +10,926+16.6% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 65,249 | $2,102 萬 | 1.41% | +1,118+1.7% | 加碼 |
| MainStreet Investment Advisors LLC | 64,722 | $2,085 萬 | 3.00% | −6,120−8.6% | 減碼 |
| Telos Capital Management, Inc. | 64,715 | $2,085 萬 | 1.94% | −1,573−2.4% | 減碼 |
| Burling Wealth Partners, LLC | 64,653 | $2,083 萬 | 3.24% | +2,616+4.2% | 加碼 |
| Spinnaker Trust | 64,642 | $2,083 萬 | 1.11% | +2,369+3.8% | 加碼 |
| 1st Source Bank | 64,609 | $2,082 萬 | 1.09% | −1,391−2.1% | 減碼 |
| Princeton Global Asset Management LLC | 64,540 | $2,080 萬 | 3.37% | +384+0.6% | 加碼 |
| Essex Financial Services, Inc. | 64,499 | $2,078 萬 | 1.18% | +340+0.5% | 加碼 |
| Granite Investment Partners, LLC | 64,498 | $2,078 萬 | 1.23% | −868−1.3% | 減碼 |
| MidFirst Bank | 65,722 | $2,073 萬 | 1.65% | +65,722 | 新進 |
| Intellus Advisors LLC | 64,138 | $2,067 萬 | 2.74% | −1,056−1.6% | 減碼 |