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 |
|---|---|---|---|---|---|
| Yousif Capital Management, LLC | 332,771 | $1.01 億 | 1.10% | −19,189−5.5% | 減碼 |
| Mutual of America Capital Management LLC | 312,428 | $1.01 億 | 1.06% | −6,166−1.9% | 減碼 |
| Oregon Public Employees Retirement Fund | 311,734 | $1.00 億 | 1.28% | −2,541−0.8% | 減碼 |
| Holocene Advisors, LP | 310,263 | $9,997 萬 | 0.21% | −1,844,857−85.6% | 減碼 |
| M&G Plc | 307,302 | $9,895 萬 | 0.51% | −27,528−8.2% | 減碼 |
| Fort Washington Investment Advisors Inc | 305,769 | $9,853 萬 | 0.52% | +4,797+1.6% | 加碼 |
| Meyer Handelman Co | 305,648 | $9,849 萬 | 3.08% | +3,351+1.1% | 加碼 |
| OP Asset Management Ltd | 304,960 | $9,826 萬 | 1.20% | +601+0.2% | 加碼 |
| Lazard Asset Management LLC | 304,811 | $9,822 萬 | 0.17% | −3,262−1.1% | 減碼 |
| Park National Corp | 304,655 | $9,817 萬 | 3.06% | −28,009−8.4% | 減碼 |
| Smith Chas P & Associates Pa Cpas | 303,695 | $9,786 萬 | 5.15% | +110,886+57.5% | 加碼 |
| Marsico Capital Management LLC | 303,588 | $9,782 萬 | 2.72% | +97,472+47.3% | 加碼 |
| BNP Paribas | 301,468 | $9,752 萬 | 2.79% | +7,839+2.7% | 加碼 |
| Tudor Investment Corp Et Al | 300,524 | $9,683 萬 | 0.53% | +300,524 | 新進 |
| First Manhattan Co | 299,794 | $9,660 萬 | 0.25% | −5,018−1.6% | 減碼 |
| Atlantic Union Bankshares Corp | 297,731 | $9,593 萬 | 1.80% | −4,742−1.6% | 減碼 |
| Wesbanco Bank Inc | 296,968 | $9,569 萬 | 2.64% | −12,145−3.9% | 減碼 |
| Mesirow Financial Investment Management, Inc. | 295,103 | $9,509 萬 | 1.95% | −21,367−6.8% | 減碼 |
| Ancora Advisors, LLC | 292,992 | $9,441 萬 | 1.95% | −1,409−0.5% | 減碼 |
| Milford Funds Ltd | 290,975 | $9,376 萬 | 1.84% | +290,975 | 新進 |
| Mirae Asset Global ETFs Holdings Ltd. | 289,436 | $9,326 萬 | 0.14% | −5,125−1.7% | 減碼 |
| Alpha Cubed Investments, LLC | 287,260 | $9,256 萬 | 3.17% | −44,216−13.3% | 減碼 |
| Alberta Investment Management Corp | 283,750 | $9,143 萬 | 0.55% | +255,450+902.7% | 加碼 |
| Welch Group, LLC | 281,039 | $9,056 萬 | 3.49% | −4,133−1.4% | 減碼 |
| Quintet Private Bank (Europe) S.A. | 280,563 | $9,040 萬 | 5.25% | −12,068−4.1% | 減碼 |
| Argent Trust Co | 280,499 | $9,038 萬 | 3.10% | −3,579−1.3% | 減碼 |
| Ofi Invest Asset Management | 325,296 | $8,967 萬 | 1.28% | −98,887−23.3% | 減碼 |
| E. Ohman J:or Asset Management AB | 277,282 | $8,935 萬 | 2.08% | −42,117−13.2% | 減碼 |
| Bowen Hanes & Co Inc | 277,219 | $8,933 萬 | 2.24% | −1050.0% | 減碼 |
| Capital Fund Management S.A. | 275,198 | $8,867 萬 | 0.84% | −114,158−29.3% | 減碼 |
| Blue Sparrow, LLC | 274,081 | $8,831 萬 | 1.66% | +274,081 | 新進 |
| RNC Capital Management LLC | 274,075 | $8,831 萬 | 4.02% | +3,975+1.5% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 272,424 | $8,778 萬 | 0.31% | +28,371+11.6% | 加碼 |
| State of Alaska, Department of Revenue | 271,069 | $8,734 萬 | 0.93% | −29,440−9.8% | 減碼 |
| Evelyn Partners Investment Management LLP | 270,892 | $8,729 萬 | 2.41% | −4,210−1.5% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 269,500 | $8,687 萬 | 0.61% | +3,898+1.5% | 加碼 |
| McDonald Capital Investors Inc | 269,084 | $8,670 萬 | 5.32% | −15,263−5.4% | 減碼 |
| Massmutual Trust Co FSB | 266,187 | $8,577 萬 | 2.21% | −12,031−4.3% | 減碼 |
| North Star Investment Management Corp. | 264,865 | $8,534 萬 | 5.36% | −818−0.3% | 減碼 |
| RiverFront Investment Group, LLC | 264,469 | $8,522 萬 | 1.41% | +27,930+11.8% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 262,484 | $8,458 萬 | 0.22% | −197,967−43.0% | 減碼 |
| Clearstead Advisors, LLC | 259,932 | $8,376 萬 | 1.06% | +3,014+1.2% | 加碼 |
| Daymark Wealth Partners, LLC | 259,648 | $8,366 萬 | 2.67% | −4,435−1.7% | 減碼 |
| Prudential PLC | 257,967 | $8,312 萬 | 0.67% | −7,463−2.8% | 減碼 |
| Tocqueville Asset Management L.P. | 257,387 | $8,294 萬 | 1.21% | −5,074−1.9% | 減碼 |
| Bryn Mawr Trust Co | 255,483 | $8,232 萬 | 1.93% | −2,236−0.9% | 減碼 |
| Sanibel Captiva Trust Company, Inc. | 252,744 | $8,144 萬 | 2.25% | +1,988+0.8% | 加碼 |
| Markel Group Inc.大師馬克爾集團 | 252,550 | $8,138 萬 | 0.65% | 00.0% | 不變 |
| Empowered Funds, LLC | 252,227 | $8,127 萬 | 1.38% | −4,420−1.7% | 減碼 |
| Clear Street Group Inc. | 251,776 | $8,113 萬 | 0.42% | −330,274−56.7% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 251,424 | $8,102 萬 | 0.70% | −1140.0% | 減碼 |
| Optiver Holding B.V. | 250,167 | $8,061 萬 | 1.46% | +243,456+3,627.7% | 加碼 |
| Guggenheim Capital LLC | 248,607 | $8,011 萬 | 0.59% | −521−0.2% | 減碼 |
| Nicholas Company, Inc. | 248,590 | $8,010 萬 | 1.40% | 00.0% | 不變 |
| HB Wealth Management, LLC | 246,837 | $7,954 萬 | 0.52% | +4,739+2.0% | 加碼 |
| Pensionmark Financial Group, LLC | 246,018 | $7,927 萬 | 1.30% | +12,425+5.3% | 加碼 |
| Todd Asset Management LLC | 245,701 | $7,917 萬 | 1.54% | −425−0.2% | 減碼 |
| Dakota Wealth Management | 243,841 | $7,857 萬 | 1.40% | +4,911+2.1% | 加碼 |
| Roffman Miller Associates Inc | 243,081 | $7,833 萬 | 4.28% | −7,821−3.1% | 減碼 |
| Crestwood Advisors Group LLC | 243,015 | $7,830 萬 | 1.30% | −1,676−0.7% | 減碼 |
| Venture Visionary Partners LLC | 240,725 | $7,811 萬 | 2.55% | +2,309+1.0% | 加碼 |
| Crossmark Global Holdings, Inc. | 241,994 | $7,798 萬 | 1.12% | −5,973−2.4% | 減碼 |
| Silvercrest Asset Management Group LLC | 241,267 | $7,774 萬 | 0.53% | −23,388−8.8% | 減碼 |
| Andra AP-fonden | 241,001 | $7,766 萬 | 0.97% | +133,301+123.8% | 加碼 |
| Salem Investment Counselors Inc | 240,983 | $7,765 萬 | 2.19% | +12,410+5.4% | 加碼 |
| JTC Employer Solutions Trusteee Ltd | 238,816 | $7,697 萬 | 5.23% | −3,000−1.2% | 減碼 |
| Bokf, NA | 238,648 | $7,690 萬 | 1.18% | −12,525−5.0% | 減碼 |
| Brinker Capital Investments, LLC | 238,201 | $7,675 萬 | 0.56% | +8,894+3.9% | 加碼 |
| Country Trust Bank | 237,108 | $7,640 萬 | 1.38% | +37,896+19.0% | 加碼 |
| Concurrent Investment Advisors, LLC | 236,711 | $7,627 萬 | 0.87% | +104,299+78.8% | 加碼 |
| iA Global Asset Management Inc. | 236,675 | $7,626 萬 | 0.97% | −32,628−12.1% | 減碼 |
| Lockheed Martin Investment Management Co | 236,270 | $7,613 萬 | 2.54% | −20,180−7.9% | 減碼 |
| Stratos Wealth Partners, LTD. | 235,593 | $7,591 萬 | 0.86% | +19,009+8.8% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 234,649 | $7,561 萬 | 0.05% | −2,098−0.9% | 減碼 |
| Seizert Capital Partners, LLC | 233,894 | $7,537 萬 | 3.18% | −5,725−2.4% | 減碼 |
| Washington Trust Co | 233,482 | $7,523 萬 | 2.46% | +3,427+1.5% | 加碼 |
| Prospera Financial Services Inc | 233,284 | $7,520 萬 | 1.23% | −6,225−2.6% | 減碼 |
| Capital Investment Advisors, LLC | 233,323 | $7,518 萬 | 1.15% | +1,955+0.8% | 加碼 |
| Kimelman & Baird, LLC | 231,570 | $7,462 萬 | 5.73% | −3,836−1.6% | 減碼 |
| Deprince Race & Zollo Inc | 230,477 | $7,426 萬 | 1.42% | +3,429+1.5% | 加碼 |
| Intech Investment Management LLC | 229,342 | $7,390 萬 | 0.66% | −218−0.1% | 減碼 |
| Aviso Financial Inc. | 228,915 | $7,376 萬 | 2.80% | +66,044+40.5% | 加碼 |
| Johnson Investment Counsel Inc | 227,654 | $7,335 萬 | 0.60% | −1,352−0.6% | 減碼 |
| Discovery Capital Management, LLC | 227,200 | $7,321 萬 | 3.96% | +56,400+33.0% | 加碼 |
| Argent Capital Management LLC | 226,763 | $7,307 萬 | 2.07% | −7,107−3.0% | 減碼 |
| HighPoint Advisor Group LLC | 226,695 | $7,305 萬 | 1.61% | +33,633+17.4% | 加碼 |
| Beacon Investment Advisory Services, Inc. | 225,602 | $7,269 萬 | 2.97% | −15,285−6.3% | 減碼 |
| NorthCrest Asset Manangement, LLC | 216,366 | $7,227 萬 | 1.61% | +1,143+0.5% | 加碼 |
| Kempen Capital Management N.V. | 223,990 | $7,217 萬 | 0.62% | +7,316+3.4% | 加碼 |
| Main Street Research LLC | 221,919 | $7,151 萬 | 4.09% | −2,804−1.2% | 減碼 |
| ZWJ Investment Counsel Inc | 221,716 | $7,144 萬 | 2.58% | −5,805−2.6% | 減碼 |
| CBOE Vest Financial, LLC | 220,531 | $7,106 萬 | 0.90% | +13,061+6.3% | 加碼 |
| Vestor Capital, LLC | 13,695 | $7,091 萬 | 5.18% | −193,346−93.4% | 減碼 |
| KCM Investment Advisors LLC | 219,296 | $7,066 萬 | 2.27% | +271+0.1% | 加碼 |
| Busey Wealth Management | 218,328 | $7,035 萬 | 1.85% | +138+0.1% | 加碼 |
| Spears Abacus Advisors LLC | 217,953 | $7,023 萬 | 1.31% | −20,931−8.8% | 減碼 |
| Aristotle Atlantic Partners, LLC | 217,852 | $7,020 萬 | 3.21% | −59,752−21.5% | 減碼 |
| Americana Partners, LLC | 217,799 | $7,018 萬 | 1.93% | +6,949+3.3% | 加碼 |
| GW&K Investment Management, LLC | 217,527 | $7,009 萬 | 0.61% | −536−0.2% | 減碼 |
| Capital International Sarl | 215,753 | $6,952 萬 | 1.12% | −154,542−41.7% | 減碼 |