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
- 5,155
- 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 2,155 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 |
|---|---|---|---|---|---|
| Zurich Insurance Group Ltd | 482,000 | $1.55 億 | 1.08% | −83,989−14.8% | 減碼 |
| Toroso Investments, LLC | 481,344 | $1.55 億 | 0.65% | +82,100+20.6% | 加碼 |
| NewEdge Wealth, LLC | 480,501 | $1.55 億 | 1.75% | +30,271+6.7% | 加碼 |
| Banco Santander, S.A. | 475,926 | $1.53 億 | 1.15% | +23,314+5.2% | 加碼 |
| Federated Hermes, Inc. | 472,376 | $1.52 億 | 0.25% | +3,403+0.7% | 加碼 |
| Susquehanna International Group, LLP | 472,090 | $1.52 億 | 0.21% | −484,257−50.6% | 減碼 |
| AG Campbell Advisory, LLC | 471,920 | $1.52 億 | 96.02% | +471,920 | 新進 |
| Basswood Capital Management, L.L.C. | 469,496 | $1.51 億 | 6.68% | 00.0% | 不變 |
| HM Payson & Co | 468,495 | $1.51 億 | 2.13% | +14,681+3.2% | 加碼 |
| Macquarie Group Ltd | 466,869 | $1.50 億 | 0.66% | −717,538−60.6% | 減碼 |
| Woodline Partners LP | 464,973 | $1.50 億 | 0.58% | +101,558+27.9% | 加碼 |
| Nissay Asset Management Corp | 464,723 | $1.50 億 | 0.78% | −44,832−8.8% | 減碼 |
| MAI Capital Management | 463,946 | $1.49 億 | 0.86% | +16,391+3.7% | 加碼 |
| Groupe la Francaise | 465,495 | $1.49 億 | 2.16% | −2,794−0.6% | 減碼 |
| Sapient Capital LLC | 458,572 | $1.48 億 | 2.08% | −499−0.1% | 減碼 |
| Ilmarinen Mutual Pension Insurance Co | 457,869 | $1.48 億 | 1.18% | 00.0% | 不變 |
| Utah Retirement Systems | 455,644 | $1.47 億 | 1.40% | −3,213−0.7% | 減碼 |
| Varma Mutual Pension Insurance Co | 450,511 | $1.45 億 | 0.88% | −1,700−0.4% | 減碼 |
| QRG Capital Management, Inc. | 447,945 | $1.44 億 | 1.61% | +26,763+6.4% | 加碼 |
| USS Investment Management Ltd | 447,105 | $1.44 億 | 0.72% | −2,066−0.5% | 減碼 |
| Umb Bank N A | 444,320 | $1.43 億 | 1.90% | +25,520+6.1% | 加碼 |
| Midwest Trust Co | 441,521 | $1.42 億 | 1.78% | +511+0.1% | 加碼 |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 440,002 | $1.42 億 | 2.04% | +440,002 | 新進 |
| Teachers Retirement System of the State of Kentucky | 439,874 | $1.42 億 | 1.06% | −11,886−2.6% | 減碼 |
| Eastern Bank | 439,837 | $1.42 億 | 2.45% | +3,411+0.8% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 438,187 | $1.41 億 | 1.18% | −7,080−1.6% | 減碼 |
| HRT Financial LP | 436,854 | $1.41 億 | 0.44% | +99,231+29.4% | 加碼 |
| Oppenheimer Asset Management Inc. | 436,381 | $1.41 億 | 1.73% | −23,751−5.2% | 減碼 |
| Virginia Retirement Systems Et Al | 434,698 | $1.40 億 | 0.83% | +21,160+5.1% | 加碼 |
| Achmea Investment Management B.V. | 433,472 | $1.40 億 | 3.57% | −14,474−3.2% | 減碼 |
| Border to Coast Pensions Partnership Ltd | 430,237 | $1.39 億 | 2.42% | 00.0% | 不變 |
| Advisors Capital Management, LLC | 430,861 | $1.39 億 | 1.63% | +4,378+1.0% | 加碼 |
| Pinnacle Associates Ltd | 423,257 | $1.36 億 | 1.75% | −6,443−1.5% | 減碼 |
| Staley Capital Advisers Inc | 420,469 | $1.35 億 | 5.59% | −8,681−2.0% | 減碼 |
| D. E. Shaw & Co., Inc. | 419,233 | $1.35 億 | 0.10% | −34,736−7.7% | 減碼 |
| Carnegie Capital Asset Management, LLC | 419,147 | $1.35 億 | 2.49% | +19,319+4.8% | 加碼 |
| Xponance, Inc. | 418,024 | $1.35 億 | 1.01% | +18,219+4.6% | 加碼 |
| Los Angeles Capital Management LLC | 434,005 | $1.34 億 | 0.46% | −135,471−23.8% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 416,137 | $1.34 億 | 1.11% | −31,713−7.1% | 減碼 |
| Stephens Inc | 414,791 | $1.34 億 | 1.67% | +18,052+4.6% | 加碼 |
| D.A. Davidson & Co. | 411,795 | $1.33 億 | 0.81% | −1,008−0.2% | 減碼 |
| Allworth Financial LP | 411,727 | $1.33 億 | 0.55% | +44,601+12.1% | 加碼 |
| RMB Capital Management, LLC | 411,240 | $1.33 億 | 2.30% | −1,316−0.3% | 減碼 |
| AustralianSuper Pty Ltd | 408,630 | $1.32 億 | 0.61% | −5,555−1.3% | 減碼 |
| Guidance Point Advisors, LLC | 401,005 | $1.29 億 | 29.96% | −1390.0% | 減碼 |
| Hardy Reed LLC | 400,971 | $1.29 億 | 9.21% | +1040.0% | 加碼 |
| Glenview Trust Co | 399,413 | $1.29 億 | 1.99% | −7,926−1.9% | 減碼 |
| Two Sigma Investments, LP | 397,014 | $1.28 億 | 0.19% | −403,689−50.4% | 減碼 |
| Beck Mack & Oliver LLC | 396,974 | $1.28 億 | 2.32% | −1,294−0.3% | 減碼 |
| Sequoia Financial Advisors, LLC | 393,983 | $1.27 億 | 0.71% | +29,460+8.1% | 加碼 |
| Erste Asset Management GmbH | 392,897 | $1.27 億 | 1.07% | +5,248+1.4% | 加碼 |
| Associated Banc-Corp | 393,395 | $1.27 億 | 3.25% | −1,736−0.4% | 減碼 |
| Ieq Capital, LLC | 391,612 | $1.26 億 | 0.38% | −7,894−2.0% | 減碼 |
| Oppenheimer & Co Inc | 388,517 | $1.25 億 | 1.78% | −13,470−3.4% | 減碼 |
| TCTC Holdings, LLC | 386,112 | $1.24 億 | 3.72% | −752−0.2% | 減碼 |
| Adviser Investments LLC | 382,891 | $1.23 億 | 1.35% | −7,570−1.9% | 減碼 |
| DJE Kapital AG | 380,248 | $1.23 億 | 3.40% | −223,068−37.0% | 減碼 |
| Vontobel Holding Ltd. | 381,144 | $1.23 億 | 0.40% | +19,613+5.4% | 加碼 |
| United Capital Financial Advisers, LLC | 376,217 | $1.21 億 | 0.73% | +19,221+5.4% | 加碼 |
| Life Cycle Investment Partners Ltd | 373,767 | $1.20 億 | 0.84% | +373,767 | 新進 |
| New York Life Investment Management LLC | 373,315 | $1.20 億 | 1.04% | −1310.0% | 減碼 |
| Private Advisor Group, LLC | 373,153 | $1.20 億 | 0.57% | +8,066+2.2% | 加碼 |
| Jefferies Financial Group Inc. | 370,202 | $1.19 億 | 0.98% | +356,043+2,514.6% | 加碼 |
| Ursa Fund Management, LLC | 370,000 | $1.19 億 | 10.26% | +370,000 | 新進 |
| Davis R M Inc | 368,096 | $1.19 億 | 2.04% | +505+0.1% | 加碼 |
| Westwood Holdings Group Inc. | 367,024 | $1.18 億 | 0.96% | −54,548−12.9% | 減碼 |
| Raiffeisen Bank International AG | 363,440 | $1.18 億 | 1.52% | +61,206+20.3% | 加碼 |
| Rakuten Investment Management, Inc. | 359,277 | $1.16 億 | 0.39% | +323,294+898.5% | 加碼 |
| NEOS Investment Management LLC | 360,315 | $1.16 億 | 0.67% | +52,555+17.1% | 加碼 |
| Wealthfront Advisers LLC | 359,778 | $1.16 億 | 0.26% | +1,879+0.5% | 加碼 |
| Citizens Financial Group Inc | 359,118 | $1.16 億 | 1.55% | −22,834−6.0% | 減碼 |
| Principle Wealth Partners LLC | 358,106 | $1.15 億 | 6.50% | +2,722+0.8% | 加碼 |
| Becker Capital Management Inc | 356,613 | $1.15 億 | 3.29% | −1,323−0.4% | 減碼 |
| Investment Management Corp of Ontario | 356,550 | $1.15 億 | 1.53% | +16,933+5.0% | 加碼 |
| Cresset Asset Management, LLC | 354,317 | $1.14 億 | 0.49% | +1,578+0.4% | 加碼 |
| Wilkinson Global Asset Management LLC | 354,057 | $1.14 億 | 7.79% | −26,878−7.1% | 減碼 |
| Stock Yards Bank & Trust Co | 351,496 | $1.13 億 | 3.47% | −3,181−0.9% | 減碼 |
| Hancock Whitney Corp | 350,178 | $1.13 億 | 2.03% | −10,184−2.8% | 減碼 |
| Berkshire Asset Management LLC | 348,430 | $1.12 億 | 4.93% | −5,202−1.5% | 減碼 |
| Barr E S & Co | 348,119 | $1.12 億 | 5.84% | −27,501−7.3% | 減碼 |
| Donaldson Capital Management, LLC | 345,590 | $1.11 億 | 3.54% | +2,080+0.6% | 加碼 |
| Cullen/Frost Bankers, Inc. | 344,281 | $1.11 億 | 1.22% | −19,534−5.4% | 減碼 |
| Beacon Pointe Advisors, LLC | 343,656 | $1.11 億 | 0.78% | +25,379+8.0% | 加碼 |
| Waters Parkerson & Co., LLC | 342,506 | $1.10 億 | 5.42% | −4,980−1.4% | 減碼 |
| Pzena Investment Management LLC | 342,390 | $1.10 億 | 0.33% | +2,365+0.7% | 加碼 |
| Henshaw Capital LLC | 337,139 | $1.09 億 | 3.91% | 00.0% | 不變 |
| Flputnam Investment Management Co | 334,968 | $1.08 億 | 1.57% | +9,520+2.9% | 加碼 |
| Vaughan David Investments LLC | 332,365 | $1.07 億 | 2.33% | −8,354−2.5% | 減碼 |
| Gabelli Funds LLC | 330,883 | $1.07 億 | 0.72% | −10,921−3.2% | 減碼 |
| Quadrature Capital Ltd | 330,165 | $1.06 億 | 1.09% | +239,970+266.1% | 加碼 |
| Whittier Trust Co of Nevada Inc | 313,800 | $1.05 億 | 2.18% | −2,269−0.7% | 減碼 |
| Vinva Investment Management Ltd | 321,223 | $1.04 億 | 1.29% | +112,006+53.5% | 加碼 |
| Fiduciary Trust Co | 322,291 | $1.04 億 | 1.18% | −7,926−2.4% | 減碼 |
| Badgley Phelps Wealth Managers, LLC | 321,602 | $1.04 億 | 1.90% | +25,784+8.7% | 加碼 |
| Fullerton Fund Management Co Ltd. | 320,579 | $1.03 億 | 4.52% | −153,702−32.4% | 減碼 |
| Warren Averett Asset Management, LLC | 318,878 | $1.03 億 | 0.83% | +91,027+40.0% | 加碼 |
| Mediolanum International Funds Ltd | 317,091 | $1.03 億 | 1.03% | −84,009−20.9% | 減碼 |
| Kestra Private Wealth Services, LLC | 315,624 | $1.02 億 | 1.26% | +6,488+2.1% | 加碼 |
| Global Frontier Investments LLC | 314,000 | $1.01 億 | 19.97% | −115,000−26.8% | 減碼 |
| Aptus Capital Advisors, LLC | 312,903 | $1.01 億 | 0.86% | +6,836+2.2% | 加碼 |