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 |
|---|---|---|---|---|---|
| Blue Chip Partners, Inc. | 152,403 | $4,911 萬 | 3.56% | +523+0.3% | 加碼 |
| Payden & Rygel | 152,150 | $4,903 萬 | 3.41% | −10,600−6.5% | 減碼 |
| Heritage Wealth Advisors | 151,264 | $4,874 萬 | 1.86% | +7,208+5.0% | 加碼 |
| Benjamin Edwards Inc | 150,407 | $4,848 萬 | 0.54% | +10,140+7.2% | 加碼 |
| Farmers & Merchants Investments Inc | 150,152 | $4,838 萬 | 1.34% | −19,072−11.3% | 減碼 |
| Cornerstone Investment Partners, LLC | 149,854 | $4,829 萬 | 1.87% | +707+0.5% | 加碼 |
| LMCG Investments, LLC | 149,475 | $4,816 萬 | 2.75% | −13,718−8.4% | 減碼 |
| Anchor Capital Advisors LLC | 149,119 | $4,805 萬 | 1.39% | −2,289−1.5% | 減碼 |
| Delaney Capital Management Ltd. | 148,985 | $4,801 萬 | 7.96% | +148,985 | 新進 |
| First Citizens Bank & Trust Co | 148,792 | $4,794 萬 | 1.00% | +4,837+3.4% | 加碼 |
| Impax Asset Management Group plc | 146,587 | $4,723 萬 | 0.30% | −19,739−11.9% | 減碼 |
| Franklin Street Advisors Inc | 146,561 | $4,723 萬 | 2.69% | +100.0% | 加碼 |
| AIA Group Ltd | 146,137 | $4,709 萬 | 0.70% | +15,127+11.5% | 加碼 |
| Prime Capital Investment Advisors, LLC | 146,075 | $4,707 萬 | 0.57% | +376+0.3% | 加碼 |
| Wesleyan Assurance Society | 145,604 | $4,693 萬 | 2.71% | +300+0.2% | 加碼 |
| Axxcess Wealth Management, LLC | 145,324 | $4,683 萬 | 0.84% | +12,072+9.1% | 加碼 |
| Carret Asset Management, LLC | 145,096 | $4,675 萬 | 4.44% | −1,252−0.9% | 減碼 |
| Farther Finance Advisors, LLC | 145,045 | $4,674 萬 | 0.50% | +52,037+55.9% | 加碼 |
| Valeo Financial Advisors, LLC | 143,580 | $4,626 萬 | 1.03% | −8,612−5.7% | 減碼 |
| Rothschild Investment LLC | 142,966 | $4,607 萬 | 2.53% | −2,340−1.6% | 減碼 |
| Metis Global Partners, LLC | 142,734 | $4,599 萬 | 1.09% | −8,423−5.6% | 減碼 |
| MMBG Investment Advisors Co. | 142,327 | $4,586 萬 | 3.86% | −2,580−1.8% | 減碼 |
| Savant Capital, LLC | 140,914 | $4,541 萬 | 0.26% | +7,308+5.5% | 加碼 |
| Chicago Capital, LLC | 140,791 | $4,537 萬 | 1.12% | +463+0.3% | 加碼 |
| Gulf International Bank (UK) Ltd | 140,574 | $4,530 萬 | 1.47% | −1,107−0.8% | 減碼 |
| Central Securities Corp | 140,000 | $4,511 萬 | 3.63% | 00.0% | 不變 |
| Choate Investment Advisors | 139,509 | $4,495 萬 | 0.88% | +10,726+8.3% | 加碼 |
| Penobscot Investment Management Company, Inc. | 139,404 | $4,492 萬 | 3.38% | −3,717−2.6% | 減碼 |
| Oddo BHF Asset Management SAS | 139,209 | $4,486 萬 | 1.68% | +59,603+74.9% | 加碼 |
| Louisiana State Employees Retirement System | 139,100 | $4,482 萬 | 0.77% | −5,200−3.6% | 減碼 |
| Sienna Gestion | 139,237 | $4,481 萬 | 2.72% | +3,672+2.7% | 加碼 |
| Osterweis Capital Management Inc | 138,995 | $4,479 萬 | 1.90% | −3,291−2.3% | 減碼 |
| Kingsview Wealth Management, LLC | 138,806 | $4,473 萬 | 0.64% | +6,363+4.8% | 加碼 |
| Parsons Capital Management Inc | 138,644 | $4,467 萬 | 2.45% | +1,098+0.8% | 加碼 |
| Lowe Brockenbrough & Co Inc | 138,327 | $4,457 萬 | 2.19% | −734−0.5% | 減碼 |
| Baltimore-Washington Financial Advisors, Inc. | 138,007 | $4,447 萬 | 1.85% | +10,818+8.5% | 加碼 |
| Madison Asset Management, LLC | 137,868 | $4,442 萬 | 0.51% | +5,285+4.0% | 加碼 |
| Wilsey Asset Management Inc | 137,477 | $4,430 萬 | 6.88% | −1,834−1.3% | 減碼 |
| WSFS Capital Management, LLC | 137,311 | $4,424 萬 | 2.13% | +1,703+1.3% | 加碼 |
| Martingale Asset Management L P | 137,172 | $4,420 萬 | 1.12% | −6,191−4.3% | 減碼 |
| Kanawha Capital Management LLC | 136,347 | $4,393 萬 | 3.03% | −1,132−0.8% | 減碼 |
| Matrix Asset Advisors Inc | 136,135 | $4,387 萬 | 3.94% | −2,648−1.9% | 減碼 |
| Maryland State Retirement & Pension System | 136,046 | $4,384 萬 | 0.90% | −2,200−1.6% | 減碼 |
| Fiduciary Alliance LLC | 135,737 | $4,374 萬 | 2.86% | −1,309−1.0% | 減碼 |
| Noesis Capital Mangement Corp | 135,557 | $4,368 萬 | 6.33% | −350.0% | 減碼 |
| Community Trust & Investment Co | 134,884 | $4,346 萬 | 2.30% | −1,807−1.3% | 減碼 |
| Miracle Mile Advisors, LLC | 134,705 | $4,340 萬 | 0.62% | +8,671+6.9% | 加碼 |
| First American Bank | 134,578 | $4,336 萬 | 2.63% | +580.0% | 加碼 |
| First Horizon Corp | 134,510 | $4,334 萬 | 1.94% | −1,629−1.2% | 減碼 |
| Parallel Advisors, LLC | 134,316 | $4,329 萬 | 0.79% | +610+0.5% | 加碼 |
| Fred Alger Management, LLC | 133,813 | $4,312 萬 | 0.17% | +603+0.5% | 加碼 |
| Ceredex Value Advisors LLC | 133,171 | $4,291 萬 | 1.29% | −92,740−41.1% | 減碼 |
| Brown Brothers Harriman & Co | 132,513 | $4,270 萬 | 0.23% | +11,718+9.7% | 加碼 |
| Perigon Wealth Management, LLC | 132,194 | $4,260 萬 | 0.76% | +1,176+0.9% | 加碼 |
| Sumitomo Mitsui Financial Group, Inc. | 132,155 | $4,258 萬 | 0.76% | +4,778+3.8% | 加碼 |
| Vise Technologies, Inc. | 132,017 | $4,254 萬 | 0.83% | +52,479+66.0% | 加碼 |
| Neville Rodie & Shaw Inc | 131,459 | $4,236 萬 | 2.99% | −1,934−1.4% | 減碼 |
| AG2R la Mondiale Gestion D'Actifs | 131,202 | $4,228 萬 | 1.87% | +6,398+5.1% | 加碼 |
| Smith Group Asset Management, LLC | 131,126 | $4,225 萬 | 2.24% | +7,954+6.5% | 加碼 |
| Fifth Third Wealth Advisors LLC | 131,078 | $4,224 萬 | 1.48% | +3,191+2.5% | 加碼 |
| Narwhal Capital Management | 130,003 | $4,189 萬 | 3.04% | +1,819+1.4% | 加碼 |
| Moors & Cabot, Inc. | 128,639 | $4,145 萬 | 1.77% | +3,233+2.6% | 加碼 |
| NBT Bank N A | 126,260 | $4,113 萬 | 2.66% | −2,170−1.7% | 減碼 |
| LaFleur & Godfrey LLC | 127,637 | $4,113 萬 | 4.98% | −4,540−3.4% | 減碼 |
| Squarepoint Ops LLC | 127,513 | $4,109 萬 | 0.08% | −41,626−24.6% | 減碼 |
| Bollard Group LLC | 127,379 | $4,104 萬 | 1.08% | −14,008−9.9% | 減碼 |
| Appleton Partners Inc | 127,112 | $4,096 萬 | 2.70% | −1,242−1.0% | 減碼 |
| First Fiduciary Investment Counsel, Inc. | 126,782 | $4,085 萬 | 7.92% | −1,531−1.2% | 減碼 |
| New Mexico Educational Retirement Board | 126,650 | $4,081 萬 | 1.22% | +1,100+0.9% | 加碼 |
| BLB&B Advisors, LLC | 126,105 | $4,063 萬 | 1.70% | −4,205−3.2% | 減碼 |
| Motley Fool Asset Management LLC | 125,867 | $4,056 萬 | 1.58% | −64,018−33.7% | 減碼 |
| Hantz Financial Services, Inc. | 125,452 | $4,042 萬 | 0.60% | −4,921−3.8% | 減碼 |
| Global Retirement Partners, LLC | 125,062 | $4,030 萬 | 0.71% | +31,036+33.0% | 加碼 |
| DKRT Investments Corp. | 125,000 | $4,028 萬 | 11.40% | 00.0% | 不變 |
| Verity & Verity, LLC | 124,951 | $4,026 萬 | 3.13% | +909+0.7% | 加碼 |
| Horizon Investments, LLC | 125,135 | $4,014 萬 | 0.51% | −3,903−3.0% | 減碼 |
| Dodge & Cox | 124,405 | $4,009 萬 | 0.02% | −70,250−36.1% | 減碼 |
| Private Management Group Inc | 124,361 | $4,007 萬 | 1.17% | −2,220−1.8% | 減碼 |
| Tower Bridge Advisors | 124,046 | $3,997 萬 | 4.04% | −2,386−1.9% | 減碼 |
| Oak Associates, Ltd | 123,286 | $3,973 萬 | 2.39% | +977+0.8% | 加碼 |
| KMG Fiduciary Partners, LLC | 122,591 | $3,950 萬 | 2.81% | −72−0.1% | 減碼 |
| Dana Investment Advisors, Inc. | 122,235 | $3,939 萬 | 1.15% | −3,035−2.4% | 減碼 |
| Abner Herrman & Brock LLC | 121,810 | $3,925 萬 | 4.01% | −2,018−1.6% | 減碼 |
| Bleakley Financial Group, LLC | 121,479 | $3,914 萬 | 0.68% | +12,208+11.2% | 加碼 |
| Conning Inc. | 120,700 | $3,889 萬 | 1.30% | −7,162−5.6% | 減碼 |
| Bridgeway Capital Management, LLC | 120,562 | $3,885 萬 | 0.81% | +2,765+2.3% | 加碼 |
| Steigerwald, Gordon & Koch Inc. | 120,488 | $3,882 萬 | 3.73% | −3,037−2.5% | 減碼 |
| Palisade Capital Management LLC | 120,249 | $3,875 萬 | 1.15% | −2,139−1.7% | 減碼 |
| NFJ Investment Group, LLC | 120,208 | $3,873 萬 | 1.40% | −7,300−5.7% | 減碼 |
| Foster Dykema Cabot & Partners, LLC | 119,718 | $3,858 萬 | 2.37% | −3,160−2.6% | 減碼 |
| Patten & Patten Inc | 119,676 | $3,856 萬 | 2.26% | −5,853−4.7% | 減碼 |
| Schwerin Boyle Capital Management Inc | 119,543 | $3,852 萬 | 4.22% | −807−0.7% | 減碼 |
| Integrated Wealth Concepts LLC | 118,424 | $3,816 萬 | 0.45% | −71,456−37.6% | 減碼 |
| Susquehanna Portfolio Strategies, LLC | 118,349 | $3,813 萬 | 0.59% | 00.0% | 不變 |
| TruWealth Advisors, LLC | 118,265 | $3,811 萬 | 1.86% | +1,155+1.0% | 加碼 |
| Alley Investment Management Company, LLC | 117,970 | $3,801 萬 | 4.45% | −1,108−0.9% | 減碼 |
| 71 West Capital Partners | 117,822 | $3,796 萬 | 1.75% | +117,822 | 新進 |
| Woodbridge Co Ltd | 117,593 | $3,789 萬 | 0.09% | 00.0% | 不變 |
| First Long Island Investors, LLC | 117,427 | $3,784 萬 | 2.78% | −1,356−1.1% | 減碼 |
| Stonebridge Capital Advisors LLC | 117,257 | $3,778 萬 | 2.62% | −2,143−1.8% | 減碼 |