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 | 5,102 | $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 |
|---|---|---|---|---|---|
| Epoch Investment Partners, Inc. | 901,255 | $2.90 億 | 1.65% | −76,495−7.8% | 減碼 |
| Teacher Retirement System of Texas | 900,668 | $2.90 億 | 1.00% | +89,896+11.1% | 加碼 |
| Captrust Financial Advisors | 875,280 | $2.82 億 | 0.54% | +3,771+0.4% | 加碼 |
| Actiam N.V. | 867,353 | $2.79 億 | 2.81% | −9,363−1.1% | 減碼 |
| Eurizon Capital SGR S.p.A. | 865,031 | $2.79 億 | 0.87% | +865,031 | 新進 |
| Resona Asset Management Co.,Ltd. | 853,335 | $2.75 億 | 1.32% | −44,449−5.0% | 減碼 |
| LGT Group Foundation | 849,129 | $2.75 億 | 2.99% | +24,850+3.0% | 加碼 |
| Man Group plc | 847,101 | $2.73 億 | 0.52% | +111,622+15.2% | 加碼 |
| Cullen Capital Management LLC | 841,839 | $2.71 億 | 2.96% | −164,826−16.4% | 減碼 |
| AMF Pensionsforsakring AB | 840,975 | $2.71 億 | 1.68% | +74,114+9.7% | 加碼 |
| Empower Advisory Group, LLC | 840,037 | $2.71 億 | 0.73% | +1,512+0.2% | 加碼 |
| Rafferty Asset Management, LLC | 830,426 | $2.68 億 | 0.92% | −84,688−9.3% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 829,622 | $2.67 億 | 0.74% | +97,700+13.3% | 加碼 |
| CIBC Asset Management Inc | 823,309 | $2.65 億 | 0.64% | +260,171+46.2% | 加碼 |
| Panagora Asset Management Inc | 813,949 | $2.62 億 | 0.93% | −399,662−32.9% | 減碼 |
| Ci Investments Inc. | 808,227 | $2.60 億 | 1.14% | −255,374−24.0% | 減碼 |
| Assetmark, Inc | 801,296 | $2.58 億 | 0.53% | +51,581+6.9% | 加碼 |
| Boston Trust Walden Corp | 782,214 | $2.52 億 | 1.90% | −43,573−5.3% | 減碼 |
| Clark Capital Management Group, Inc. | 778,936 | $2.51 億 | 1.54% | −90,988−10.5% | 減碼 |
| Mercer Global Advisors Inc | 760,957 | $2.51 億 | 0.38% | +61,414+8.8% | 加碼 |
| Nomura Asset Management International Inc. | 777,921 | $2.51 億 | 0.38% | +777,921 | 新進 |
| Arizona State Retirement System | 769,098 | $2.48 億 | 1.35% | −42,288−5.2% | 減碼 |
| Pinebridge Investments LLC | 767,072 | $2.47 億 | 1.82% | +767,072 | 新進 |
| Bristol John W & Co Inc | 766,732 | $2.47 億 | 3.80% | −130,991−14.6% | 減碼 |
| Groupama Asset Managment | 760,026 | $2.45 億 | 3.58% | −17,118−2.2% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 746,883 | $2.41 億 | 3.15% | −8,340−1.1% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 745,717 | $2.40 億 | 3.85% | +4,265+0.6% | 加碼 |
| DnB Asset Management AS | 737,362 | $2.38 億 | 0.83% | +28,815+4.1% | 加碼 |
| First Financial Bankshares Inc | 737,285 | $2.38 億 | 4.78% | +11,089+1.5% | 加碼 |
| Compagnie Lombard Odier SCmA | 731,703 | $2.36 億 | 2.56% | −232,422−24.1% | 減碼 |
| Omers Administration Corp | 731,141 | $2.36 億 | 1.68% | +1,057+0.1% | 加碼 |
| Worldquant Millennium Advisors LLC | 726,074 | $2.34 億 | 0.91% | −6,669−0.9% | 減碼 |
| Czech National Bank | 717,819 | $2.31 億 | 1.50% | +19,439+2.8% | 加碼 |
| Forsta Ap-Fonden | 714,040 | $2.30 億 | 1.37% | −20,960−2.9% | 減碼 |
| Calamos Advisors LLC | 713,195 | $2.30 億 | 0.94% | −31,373−4.2% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 713,383 | $2.30 億 | 0.92% | −195,735−21.5% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 711,055 | $2.29 億 | 1.80% | −30,614−4.1% | 減碼 |
| Loomis Sayles & Co L P | 708,146 | $2.28 億 | 0.28% | −36,651−4.9% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 710,934 | $2.28 億 | 2.01% | −23,587−3.2% | 減碼 |
| Quilter Plc | 704,389 | $2.27 億 | 3.81% | −10,195−1.4% | 減碼 |
| Sanctuary Advisors, LLC | 702,049 | $2.26 億 | 1.24% | +9,760+1.4% | 加碼 |
| ProShare Advisors LLC | 701,638 | $2.26 億 | 0.40% | +40,319+6.1% | 加碼 |
| James Hambro & Partners | 691,262 | $2.23 億 | 7.96% | +1,262+0.2% | 加碼 |
| Whittier Trust Co | 656,811 | $2.20 億 | 2.38% | +12,075+1.9% | 加碼 |
| Gateway Investment Advisers LLC | 682,056 | $2.20 億 | 2.04% | −13,363−1.9% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 679,313 | $2.19 億 | 1.21% | +14,389+2.2% | 加碼 |
| Welch & Forbes LLC | 665,957 | $2.15 億 | 2.60% | −5,331−0.8% | 減碼 |
| Atalanta Sosnoff Capital, LLC | 661,597 | $2.13 億 | 4.16% | −9,794−1.5% | 減碼 |
| MetLife Investment Management | 652,503 | $2.10 億 | 1.02% | −30,222−4.4% | 減碼 |
| EP Wealth Advisors, LLC | 646,590 | $2.08 億 | 1.08% | +646,590 | 新進 |
| ABN AMRO Bank N.V. | 647,531 | $2.08 億 | 1.96% | +35,498+5.8% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 644,594 | $2.08 億 | 0.55% | +4,943+0.8% | 加碼 |
| Samlyn Capital, LLC | 636,283 | $2.05 億 | 3.27% | −79,866−11.2% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 633,213 | $2.04 億 | 1.03% | −27,103−4.1% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 632,100 | $2.04 億 | 1.25% | +83,400+15.2% | 加碼 |
| Allspring Global Investments Holdings, LLC | 619,879 | $2.02 億 | 0.33% | −22,004−3.4% | 減碼 |
| Balyasny Asset Management LLC | 625,007 | $2.01 億 | 0.38% | +94,828+17.9% | 加碼 |
| Candriam Luxembourg S.C.A. | 622,691 | $2.01 億 | 1.00% | −50,058−7.4% | 減碼 |
| Pinnacle Financial Partners, Inc. | 620,597 | $2.00 億 | 1.51% | +620,597 | 新進 |
| Kames Capital plc | 617,381 | $1.99 億 | 2.37% | −24,694−3.8% | 減碼 |
| MUFG Securities EMEA plc | 614,741 | $1.98 億 | 2.30% | +309,809+101.6% | 加碼 |
| LSV Asset Management | 612,122 | $1.97 億 | 0.43% | −24,800−3.9% | 減碼 |
| Union Bancaire Privee, UBP SA | 643,664 | $1.96 億 | 3.26% | +3,475+0.5% | 加碼 |
| Douglas Lane & Associates, LLC | 607,589 | $1.96 億 | 2.69% | −37,744−5.8% | 減碼 |
| Federation des caisses Desjardins du Quebec | 599,061 | $1.93 億 | 0.74% | +31,318+5.5% | 加碼 |
| Capital International Inc | 588,854 | $1.90 億 | 1.49% | −129,838−18.1% | 減碼 |
| Evercore Wealth Management, LLC | 586,994 | $1.89 億 | 2.77% | −4,016−0.7% | 減碼 |
| Lido Advisors, LLC | 592,350 | $1.88 億 | 0.74% | +3,983+0.7% | 加碼 |
| Davenport & Co LLC | 579,219 | $1.87 億 | 1.01% | +80.0% | 加碼 |
| Davis Selected Advisers | 571,586 | $1.84 億 | 0.83% | −24,040−4.0% | 減碼 |
| Williams Jones Wealth Management, LLC. | 569,662 | $1.84 億 | 2.07% | −1240.0% | 減碼 |
| Capital Advisors Inc | 567,263 | $1.83 億 | 2.94% | +6,479+1.2% | 加碼 |
| Peapack Gladstone Financial Corp | 565,655 | $1.82 億 | 2.30% | −10,315−1.8% | 減碼 |
| Smead Capital Management, Inc. | 562,792 | $1.81 億 | 3.76% | −39,155−6.5% | 減碼 |
| RE Advisers Corp | 560,725 | $1.81 億 | 4.78% | −116,711−17.2% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 547,346 | $1.76 億 | 0.10% | +262,599+92.2% | 加碼 |
| EFG International AG | 542,828 | $1.75 億 | 3.38% | +542,828 | 新進 |
| Daiwa Securities Group Inc. | 541,340 | $1.74 億 | 0.57% | +18,460+3.5% | 加碼 |
| Employees Retirement System of Texas | 541,000 | $1.74 億 | 1.42% | −9,700−1.8% | 減碼 |
| Vaughan Nelson Investment Management, L.P. | 539,986 | $1.74 億 | 1.70% | −164,835−23.4% | 減碼 |
| Kestra Advisory Services, LLC | 539,571 | $1.74 億 | 0.72% | +12,089+2.3% | 加碼 |
| CWM, LLC | 536,109 | $1.73 億 | 0.47% | +55,656+11.6% | 加碼 |
| Agf Management Ltd | 531,758 | $1.71 億 | 0.74% | −7,009−1.3% | 減碼 |
| IFM Investors Pty Ltd | 528,882 | $1.70 億 | 1.42% | −4,656−0.9% | 減碼 |
| Gardner Russo & Quinn LLC大師Gardner Russo & Quinn | 528,817 | $1.70 億 | 1.84% | −16,213−3.0% | 減碼 |
| PensionDanmark Pensionsforsikringsaktieselskab | 526,314 | $1.70 億 | 1.54% | +526,314 | 新進 |
| Swiss Life Asset Management Ltd | 519,720 | $1.67 億 | 0.85% | +33,949+7.0% | 加碼 |
| AE Wealth Management LLC | 516,607 | $1.66 億 | 0.96% | +38,562+8.1% | 加碼 |
| ING Groep NV | 507,274 | $1.63 億 | 0.99% | −2,342−0.5% | 減碼 |
| Amalgamated Bank | 502,054 | $1.62 億 | 1.17% | −25,812−4.9% | 減碼 |
| Parnassus Investments | 500,909 | $1.61 億 | 0.42% | −22,749−4.3% | 減碼 |
| Bridges Investment Management Inc | 497,685 | $1.60 億 | 2.03% | −29,991−5.7% | 減碼 |
| Factory Mutual Insurance Co | 493,775 | $1.59 億 | 1.61% | −47,950−8.9% | 減碼 |
| ASR Vermogensbeheer N.V. | 493,227 | $1.59 億 | 1.85% | −7,013−1.4% | 減碼 |
| Pathstone Holdings, LLC | 489,844 | $1.58 億 | 0.61% | +23,437+5.0% | 加碼 |
| British Columbia Investment Management Corp | 487,943 | $1.57 億 | 0.83% | +87,804+21.9% | 加碼 |
| Commerzbank Aktiengesellschaft | 486,779 | $1.57 億 | 3.19% | −6,621−1.3% | 減碼 |
| Tiaa Trust, National Association | 486,114 | $1.57 億 | 0.38% | +13,186+2.8% | 加碼 |
| JustInvest LLC | 483,548 | $1.56 億 | 1.52% | +30,850+6.8% | 加碼 |
| TCW Group Inc | 482,560 | $1.55 億 | 1.11% | +33,553+7.5% | 加碼 |