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 |
|---|---|---|---|---|---|
| Modera Wealth Management, LLC | 215,461 | $6,943 萬 | 0.80% | −6,732−3.0% | 減碼 |
| Elo Mutual Pension Insurance Co | 215,324 | $6,938 萬 | 1.06% | −10,262−4.5% | 減碼 |
| Atria Investments LLC | 215,046 | $6,929 萬 | 0.79% | −7,168−3.2% | 減碼 |
| Perfromance Wealth Partners, LLC | 213,294 | $6,873 萬 | 1.86% | +4,283+2.0% | 加碼 |
| Crawford Investment Counsel Inc | 212,993 | $6,863 萬 | 1.14% | −3,620−1.7% | 減碼 |
| Pacer Advisors, Inc. | 212,777 | $6,856 萬 | 0.18% | −33,154−13.5% | 減碼 |
| Destination Wealth Management | 212,415 | $6,844 萬 | 1.79% | −3,074−1.4% | 減碼 |
| Trust Co of Vermont | 210,011 | $6,767 萬 | 2.82% | −870−0.4% | 減碼 |
| Allstate Corp | 209,983 | $6,766 萬 | 0.92% | +108,719+107.4% | 加碼 |
| Equitable Holdings, Inc. | 209,630 | $6,755 萬 | 0.46% | +3,896+1.9% | 加碼 |
| Moody Lynn & Lieberson, LLC | 209,482 | $6,750 萬 | 3.58% | +10,241+5.1% | 加碼 |
| Illinois Municipal Retirement Fund | 207,065 | $6,672 萬 | 0.84% | +1,844+0.9% | 加碼 |
| Adams Diversified Equity Fund, Inc. | 206,863 | $6,666 萬 | 2.22% | +3,000+1.5% | 加碼 |
| Baker Avenue Asset Management, LP | 205,516 | $6,622 萬 | 1.53% | −316−0.2% | 減碼 |
| Allianz SE | 204,457 | $6,588 萬 | 0.85% | −355−0.2% | 減碼 |
| Pictet & Cie (Europe) SA | 203,086 | $6,544 萬 | 1.31% | +2,789+1.4% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 201,357 | $6,488 萬 | 2.62% | −1,503−0.7% | 減碼 |
| Delta Accumulation, LLC | 201,308 | $6,487 萬 | 66.06% | +178,302+775.0% | 加碼 |
| Apollon Wealth Management, LLC | 200,179 | $6,450 萬 | 1.12% | +3,887+2.0% | 加碼 |
| Fisher Funds Management LTD | 199,186 | $6,444 萬 | 1.67% | 00.0% | 不變 |
| Triglav Skladi, D.O.O. | 199,494 | $6,428 萬 | 4.06% | +2,403+1.2% | 加碼 |
| Howard Capital Management Group, LLC | 198,504 | $6,396 萬 | 4.04% | −6,960−3.4% | 減碼 |
| Mill Capital Management, LLC | 198,181 | $6,386 萬 | 4.61% | −5,674−2.8% | 減碼 |
| Ingalls & Snyder LLC | 197,262 | $6,356 萬 | 2.34% | −6,657−3.3% | 減碼 |
| Meridian Wealth Management, LLC | 196,938 | $6,346 萬 | 2.23% | +1,240+0.6% | 加碼 |
| Oakworth Capital, Inc. | 196,605 | $6,335 萬 | 3.46% | −2,866−1.4% | 減碼 |
| Klingenstein Fields & Co LP | 194,773 | $6,276 萬 | 2.35% | −3,689−1.9% | 減碼 |
| Artemis Investment Management LLP | 194,557 | $6,269 萬 | 0.76% | +43,732+29.0% | 加碼 |
| Northeast Investment Management | 193,920 | $6,248 萬 | 2.44% | −1,911−1.0% | 減碼 |
| Gradient Investments LLC | 193,446 | $6,233 萬 | 0.99% | +5,055+2.7% | 加碼 |
| Mizuho Securities USA LLC | 198,217 | $6,206 萬 | 1.03% | −2,057−1.0% | 減碼 |
| Foundations Investment Advisors, LLC | 192,556 | $6,205 萬 | 0.81% | +19,004+11.0% | 加碼 |
| Arkadios Wealth Advisors | 192,539 | $6,204 萬 | 1.23% | +43,107+28.8% | 加碼 |
| Heritage Investors Management Corp | 190,924 | $6,152 萬 | 1.79% | −4,060−2.1% | 減碼 |
| Nexus Investment Management ULC | 189,336 | $6,101 萬 | 8.31% | −3,343−1.7% | 減碼 |
| Abn Amro Investment Solutions | 189,217 | $6,097 萬 | 0.90% | +91,723+94.1% | 加碼 |
| American Assets Investment Management, LLC | 2,259,400 | $6,079 萬 | 4.20% | +2,081,800+1,172.2% | 加碼 |
| St Germain D J Co Inc | 188,641 | $6,078 萬 | 2.36% | −1,638−0.9% | 減碼 |
| Summit Financial, LLC | 188,270 | $6,066 萬 | 0.89% | +318+0.2% | 加碼 |
| Osmosis Investment Management UK Ltd | 186,984 | $6,025 萬 | 1.52% | +186,984 | 新進 |
| Villere St Denis J & Co LLC | 186,842 | $6,020 萬 | 6.04% | −17,192−8.4% | 減碼 |
| Howe & Rusling Inc | 186,831 | $6,020 萬 | 3.98% | +3,844+2.1% | 加碼 |
| FineMark National Bank & Trust | 185,822 | $5,988 萬 | 1.87% | −3,073−1.6% | 減碼 |
| Maple Capital Management, Inc. | 185,663 | $5,982 萬 | 3.77% | −2,295−1.2% | 減碼 |
| Danica Pension, Livsforsikringsaktieselskab | 184,229 | $5,936 萬 | 0.86% | +32,206+21.2% | 加碼 |
| Braun Stacey Associates Inc | 182,239 | $5,872 萬 | 1.90% | −5,334−2.8% | 減碼 |
| Clifford Swan Investment Counsel LLC | 180,992 | $5,832 萬 | 1.94% | −4,016−2.2% | 減碼 |
| First National Trust Co | 178,857 | $5,763 萬 | 1.92% | +1,772+1.0% | 加碼 |
| Chilton Capital Management LLC | 178,462 | $5,750 萬 | 1.98% | +1,172+0.7% | 加碼 |
| Chesley Taft & Associates LLC | 176,208 | $5,678 萬 | 2.24% | +9,121+5.5% | 加碼 |
| Laird Norton Trust Company, LLC | 175,549 | $5,657 萬 | 1.18% | +151,659+634.8% | 加碼 |
| First National Bank of Omaha | 174,826 | $5,640 萬 | 1.67% | +51,873+42.2% | 加碼 |
| Norinchukin Bank, The | 174,669 | $5,628 萬 | 0.66% | +8,954+5.4% | 加碼 |
| Kentucky Retirement Systems | 174,372 | $5,619 萬 | 1.52% | 00.0% | 不變 |
| Harel Insurance Investments & Financial Services Ltd. | 173,319 | $5,584 萬 | 0.48% | +158,806+1,094.2% | 加碼 |
| Independent Advisor Alliance | 172,783 | $5,567 萬 | 1.35% | −4,466−2.5% | 減碼 |
| Snowden Capital Advisors LLC | 172,397 | $5,555 萬 | 1.43% | +8,576+5.2% | 加碼 |
| Levin Capital Strategies, L.P. | 172,311 | $5,552 萬 | 4.82% | −459−0.3% | 減碼 |
| Cornerstone Advisors, LLC | 172,200 | $5,549 萬 | 1.85% | 00.0% | 不變 |
| Dai-Ichi Life Insurance Company, Ltd | 172,150 | $5,547 萬 | 1.43% | −9,815−5.4% | 減碼 |
| Advisory Services Network, LLC | 171,900 | $5,539 萬 | 0.78% | −1,987−1.1% | 減碼 |
| Randolph Co Inc | 171,680 | $5,532 萬 | 5.30% | +270+0.2% | 加碼 |
| Vident Advisory, LLC | 171,661 | $5,531 萬 | 0.52% | +28,811+20.2% | 加碼 |
| Merit Financial Group, LLC | 171,329 | $5,521 萬 | 0.44% | +13,458+8.5% | 加碼 |
| Eagle Global Advisors LLC | 171,299 | $5,520 萬 | 2.04% | −236−0.1% | 減碼 |
| Gamco Investors, Inc. Et Al | 170,922 | $5,507 萬 | 0.53% | +577+0.3% | 加碼 |
| Capital Group Private Client Services, Inc. | 170,506 | $5,494 萬 | 0.87% | −5,994−3.4% | 減碼 |
| Lazard Freres Gestion S.A.S. | 170,072 | $5,480 萬 | 0.99% | −10,529−5.8% | 減碼 |
| Edmond de Rothschild Holding S.A. | 168,136 | $5,418 萬 | 0.77% | +11,087+7.1% | 加碼 |
| CSM Advisors, LLC | 167,471 | $5,397 萬 | 1.47% | −5,353−3.1% | 減碼 |
| RSM US Wealth Management LLC | 165,515 | $5,353 萬 | 0.68% | −5,187−3.0% | 減碼 |
| Jupiter Asset Management Ltd | 166,049 | $5,350 萬 | 0.43% | −37,009−18.2% | 減碼 |
| South State Corp. | 165,479 | $5,332 萬 | 2.39% | +1,093+0.7% | 加碼 |
| We Are One Seven, LLC | 165,055 | $5,318 萬 | 1.09% | +13,878+9.2% | 加碼 |
| Generali Asset Management SPA SGR | 164,980 | $5,316 萬 | 1.09% | −12,417−7.0% | 減碼 |
| Sculptor Capital LP | 164,800 | $5,310 萬 | 0.63% | −31,000−15.8% | 減碼 |
| Drexel Morgan & Co. | 163,589 | $5,271 萬 | 8.25% | 00.0% | 不變 |
| Cambiar Investors LLC | 163,130 | $5,256 萬 | 2.35% | −9,388−5.4% | 減碼 |
| Estabrook Capital Management | 163,084 | $5,255 萬 | 7.72% | −5,232−3.1% | 減碼 |
| Central Trust Co | 163,038 | $5,253 萬 | 1.03% | −3,613−2.2% | 減碼 |
| Wharton Business Group, LLC | 162,578 | $5,239 萬 | 1.99% | −4,685−2.8% | 減碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 162,371 | $5,232 萬 | 2.55% | −3,493−2.1% | 減碼 |
| WestEnd Advisors, LLC | 161,557 | $5,206 萬 | 1.21% | −5,900−3.5% | 減碼 |
| Brandes Investment Partners, LP | 160,966 | $5,187 萬 | 0.39% | −43,388−21.2% | 減碼 |
| National Mutual Insurance Federation of Agricultural Cooperatives | 160,900 | $5,185 萬 | 0.38% | 00.0% | 不變 |
| NS Partners Ltd | 160,634 | $5,176 萬 | 2.03% | −1,086−0.7% | 減碼 |
| FreeGulliver LLC | 160,278 | $5,164 萬 | 23.09% | −1,626−1.0% | 減碼 |
| Park Avenue Securities LLC | 158,702 | $5,114 萬 | 0.43% | +2,811+1.8% | 加碼 |
| Smith, Salley & Associates | 158,354 | $5,102 萬 | 2.53% | −10,730−6.3% | 減碼 |
| Modern Wealth Management, LLC | 158,185 | $5,097 萬 | 0.93% | +2,314+1.5% | 加碼 |
| Hartford Investment Management Co | 157,351 | $5,070 萬 | 1.52% | −3,822−2.4% | 減碼 |
| Allen Investment Management LLC | 157,147 | $5,064 萬 | 0.56% | +637+0.4% | 加碼 |
| Fishman Jay A Ltd | 156,679 | $5,048 萬 | 4.15% | −1,093−0.7% | 減碼 |
| TCG Advisory Services, LLC | 156,450 | $5,041 萬 | 1.38% | +2,412+1.6% | 加碼 |
| Highland Capital Management, LLC | 156,407 | $5,040 萬 | 2.51% | −2,993−1.9% | 減碼 |
| Marco Investment Management LLC | 155,598 | $5,014 萬 | 3.76% | −785−0.5% | 減碼 |
| Fukoku Mutual Life Insurance Co | 154,873 | $4,990 萬 | 3.27% | −1,752−1.1% | 減碼 |
| Bailard, Inc. | 154,817 | $4,989 萬 | 1.10% | −7,291−4.5% | 減碼 |
| Private Wealth Partners, LLC | 153,932 | $4,960 萬 | 3.52% | −2,134−1.4% | 減碼 |
| Ostrum Asset Management | 153,234 | $4,938 萬 | 2.37% | −16,319−9.6% | 減碼 |