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 | 5,103 | $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 |
|---|---|---|---|---|---|
| Polaris Capital Management, LLC | 117,255 | $3,778 萬 | 3.13% | −19,200−14.1% | 減碼 |
| J. Safra Sarasin Holding AG | 117,082 | $3,774 萬 | 0.61% | +35,271+43.1% | 加碼 |
| SCS Capital Management LLC | 117,079 | $3,773 萬 | 0.40% | −4,432−3.6% | 減碼 |
| Adell Harriman & Carpenter Inc | 116,454 | $3,752 萬 | 2.24% | +2,536+2.2% | 加碼 |
| Shufro Rose & Co LLC | 113,658 | $3,662 萬 | 2.48% | −877−0.8% | 減碼 |
| Culbertson A N & Co Inc | 113,567 | $3,659 萬 | 5.02% | +771+0.7% | 加碼 |
| Manning & Napier Advisors LLC | 112,525 | $3,639 萬 | 0.47% | −22,921−16.9% | 減碼 |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 112,883 | $3,637 萬 | 0.51% | +107,783+2,113.4% | 加碼 |
| Resources Investment Advisors, LLC. | 112,865 | $3,637 萬 | 0.36% | +2,588+2.3% | 加碼 |
| Manitou Investment Management Ltd. | 112,224 | $3,616 萬 | 6.34% | −561−0.5% | 減碼 |
| Sit Investment Associates Inc | 112,155 | $3,614 萬 | 0.71% | −3,954−3.4% | 減碼 |
| Texas Yale Capital Corp. | 112,112 | $3,612 萬 | 1.10% | +1,504+1.4% | 加碼 |
| Summit Trail Advisors, LLC | 112,070 | $3,611 萬 | 0.62% | −7,970−6.6% | 減碼 |
| Private Capital Management, LLC | 111,985 | $3,608 萬 | 3.43% | +492+0.4% | 加碼 |
| Colonial Trust Advisors | 111,331 | $3,587 萬 | 2.70% | +695+0.6% | 加碼 |
| Brevan Howard Capital Management LP | 111,236 | $3,584 萬 | 0.69% | −8,557−7.1% | 減碼 |
| La Banque Postale Asset Management SA | 111,077 | $3,579 萬 | 0.41% | −28,643−20.5% | 減碼 |
| J.P. Marvel Investment Advisors, LLC | 110,687 | $3,567 萬 | 4.95% | −330.0% | 減碼 |
| ARS Wealth Advisors Group, LLC | 110,680 | $3,566 萬 | 3.22% | −504−0.5% | 減碼 |
| Gotham Asset Management, LLC | 110,654 | $3,565 萬 | 0.13% | +14,165+14.7% | 加碼 |
| Osborne Partners Capital Management, LLC | 110,574 | $3,563 萬 | 1.83% | −2,480−2.2% | 減碼 |
| Resources Management Corp | 110,564 | $3,563 萬 | 4.62% | −1,293−1.2% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 110,257 | $3,553 萬 | 0.48% | +56,454+104.9% | 加碼 |
| Nemes Rush Group LLC | 110,099 | $3,548 萬 | 3.34% | −1,796−1.6% | 減碼 |
| Segall Bryant & Hamill, LLC | 109,845 | $3,539 萬 | 0.48% | −51,373−31.9% | 減碼 |
| HBK Sorce Advisory LLC | 109,738 | $3,538 萬 | 0.81% | +504+0.5% | 加碼 |
| Polar Capital Holdings Plc | 109,733 | $3,536 萬 | 0.16% | −5,888−5.1% | 減碼 |
| Stillwater Capital Advisors, LLC | 109,019 | $3,513 萬 | 3.78% | −357−0.3% | 減碼 |
| Congress Asset Management Co | 108,567 | $3,498 萬 | 0.25% | −2,418−2.2% | 減碼 |
| Talbot Financial, LLC | 108,292 | $3,489 萬 | 2.87% | −266−0.2% | 減碼 |
| Cary Street Partners Financial LLC | 107,788 | $3,473 萬 | 0.86% | +512+0.5% | 加碼 |
| Old National Bancorp | 107,676 | $3,470 萬 | 0.58% | −2,729−2.5% | 減碼 |
| Brookstone Capital Management | 107,609 | $3,467 萬 | 0.40% | +5,226+5.1% | 加碼 |
| Absher Wealth Management, LLC | 107,109 | $3,451 萬 | 4.09% | −2,940−2.7% | 減碼 |
| ProVise Management Group, LLC | 105,972 | $3,415 萬 | 2.43% | −1,010−0.9% | 減碼 |
| Freestone Capital Holdings, LLC | 105,589 | $3,402 萬 | 1.01% | +1,509+1.4% | 加碼 |
| Clear Harbor Asset Management, LLC | 105,457 | $3,398 萬 | 2.32% | −417−0.4% | 減碼 |
| GAMMA Investing LLC | 105,374 | $3,395 萬 | 1.71% | −6,608−5.9% | 減碼 |
| SS&H Financial Advisors, Inc. | 105,290 | $3,393 萬 | 9.90% | −250−0.2% | 減碼 |
| Barrow Hanley Mewhinney & Strauss LLC | 104,576 | $3,370 萬 | 0.11% | −22,781−17.9% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 104,557 | $3,369 萬 | 0.82% | −10,059−8.8% | 減碼 |
| Voleon Capital Management LP | 104,515 | $3,368 萬 | 0.72% | +19,401+22.8% | 加碼 |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 104,257 | $3,359 萬 | 1.21% | +104,257 | 新進 |
| Callan Family Office, LLC | 104,242 | $3,359 萬 | 0.72% | +28,674+37.9% | 加碼 |
| Hosking Partners LLP | 104,146 | $3,356 萬 | 1.14% | −15,524−13.0% | 減碼 |
| CAPROCK Group, Inc. | 104,005 | $3,351 萬 | 0.71% | +12,732+13.9% | 加碼 |
| F/M Investments LLC | 103,988 | $3,351 萬 | 1.27% | −5,991−5.4% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 103,294 | $3,328 萬 | 1.42% | −10,940−9.6% | 減碼 |
| Galvin, Gaustad & Stein, LLC | 102,711 | $3,310 萬 | 2.58% | −1,228−1.2% | 減碼 |
| Thomasville National Bank | 102,288 | $3,296 萬 | 2.04% | +659+0.6% | 加碼 |
| Kornitzer Capital Management Inc | 102,190 | $3,293 萬 | 0.68% | +1,207+1.2% | 加碼 |
| Rothschild Capital Partners, LLC | 102,170 | $3,292 萬 | 7.77% | −12,714−11.1% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 102,032 | $3,288 萬 | 0.08% | −35,655−25.9% | 減碼 |
| Rossmore Private Capital | 101,437 | $3,268 萬 | 2.93% | +7,492+8.0% | 加碼 |
| Lyell Wealth Management, LP | 100,817 | $3,249 萬 | 2.35% | +4,144+4.3% | 加碼 |
| Coldstream Capital Management Inc | 100,526 | $3,239 萬 | 0.42% | +1,301+1.3% | 加碼 |
| Empirical Finance, LLC | 100,496 | $3,238 萬 | 1.54% | −4,923−4.7% | 減碼 |
| Diversified Trust Co | 100,436 | $3,236 萬 | 0.60% | +1,224+1.2% | 加碼 |
| Boston Private Wealth LLC | 100,410 | $3,235 萬 | 1.91% | −7,015−6.5% | 減碼 |
| Janney Capital Management LLC | 100,097 | $3,225 萬 | 2.03% | −1,598−1.6% | 減碼 |
| AlphaCore Capital LLC | 99,869 | $3,218 萬 | 0.72% | +33,178+49.7% | 加碼 |
| Hamilton Capital Partners Inc. | 99,683 | $3,212 萬 | 1.18% | +2,717+2.8% | 加碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 99,551 | $3,208 萬 | 2.55% | +9,219+10.2% | 加碼 |
| Rice Partnership, LLC | 99,524 | $3,207 萬 | 4.34% | −9,720−8.9% | 減碼 |
| Cullen Investment Group, Ltd. | 97,138 | $3,198 萬 | 4.15% | −4,028−4.0% | 減碼 |
| Azimuth Capital Investment Management LLC | 99,154 | $3,195 萬 | 1.15% | −2,370−2.3% | 減碼 |
| First Foundation Advisors | 99,054 | $3,192 萬 | 1.20% | −9,000−8.3% | 減碼 |
| Guardian Partners Inc. | 100,818 | $3,189 萬 | 2.56% | +12,030+13.5% | 加碼 |
| Level Four Advisory Services, LLC | 98,877 | $3,186 萬 | 1.04% | +1,227+1.3% | 加碼 |
| Clarity Financial LLC | 98,849 | $3,185 萬 | 2.95% | +52,037+111.2% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 98,773 | $3,183 萬 | 1.68% | −4,431−4.3% | 減碼 |
| CWA Asset Management Group, LLC | 98,703 | $3,180 萬 | 1.15% | −2,631−2.6% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 98,645 | $3,179 萬 | 0.90% | +60,095+155.9% | 加碼 |
| Mutual Advisors, LLC | 98,604 | $3,177 萬 | 0.68% | −730−0.7% | 減碼 |
| Forbes J M & Co LLP | 98,566 | $3,176 萬 | 2.57% | +859+0.9% | 加碼 |
| United Bank | 98,401 | $3,171 萬 | 4.19% | −1,146−1.2% | 減碼 |
| Great Valley Advisor Group, Inc. | 98,177 | $3,163 萬 | 0.61% | −4,897−4.8% | 減碼 |
| Canada Post Corp Registered Pension Plan | 98,060 | $3,160 萬 | 1.20% | +5,210+5.6% | 加碼 |
| Gillespie Robinson & Grimm Inc | 97,943 | $3,156 萬 | 2.21% | −249−0.3% | 減碼 |
| Tower Research Capital LLC (TRC) | 97,914 | $3,155 萬 | 0.76% | +40,027+69.1% | 加碼 |
| Yarbrough Capital, LLC | 97,875 | $3,154 萬 | 0.98% | 00.0% | 不變 |
| Grimes & Company, Inc. | 97,824 | $3,152 萬 | 0.75% | +542+0.6% | 加碼 |
| Ritholtz Wealth Management | 97,163 | $3,131 萬 | 0.57% | +3,611+3.9% | 加碼 |
| Trust Co of Toledo NA | 97,135 | $3,130 萬 | 3.09% | −2,174−2.2% | 減碼 |
| Principal Securities, Inc. | 96,932 | $3,123 萬 | 0.48% | +4,964+5.4% | 加碼 |
| NLB Skladi, upravljanje premozenja, d.o.o. | 96,892 | $3,122 萬 | 1.43% | +96,892 | 新進 |
| Birch Hill Investment Advisors LLC | 96,810 | $3,119 萬 | 1.30% | −2,243−2.3% | 減碼 |
| Ballentine Partners, LLC | 96,722 | $3,117 萬 | 0.44% | −972−1.0% | 減碼 |
| Callahan Advisors, LLC | 96,573 | $3,112 萬 | 2.56% | −1,240−1.3% | 減碼 |
| J.W. Cole Advisors, Inc. | 117,768 | $3,102 萬 | 0.75% | −3,132−2.6% | 減碼 |
| Bragg Financial Advisors, Inc | 96,108 | $3,097 萬 | 1.01% | +3,524+3.8% | 加碼 |
| Linscomb & Williams, Inc. | 96,051 | $3,095 萬 | 1.30% | −988−1.0% | 減碼 |
| Cyndeo Wealth Partners, LLC | 95,989 | $3,093 萬 | 1.67% | −303−0.3% | 減碼 |
| Assenagon Asset Management S.A. | 95,923 | $3,091 萬 | 0.05% | −1,072−1.1% | 減碼 |
| Wealthspire Advisors, LLC | 95,917 | $3,091 萬 | 0.25% | +21,636+29.1% | 加碼 |
| Baldwin Brothers Inc | 95,821 | $3,088 萬 | 1.97% | +3,230+3.5% | 加碼 |
| Sumitomo Life Insurance Co | 95,604 | $3,081 萬 | 0.84% | +3,084+3.3% | 加碼 |
| Trexquant Investment LP | 95,557 | $3,079 萬 | 0.27% | +95,557 | 新進 |
| Pallas Capital Advisors LLC | 95,554 | $3,079 萬 | 1.02% | −3,592−3.6% | 減碼 |
| First American Trust, FSB | 95,501 | $3,077 萬 | 2.11% | +7,697+8.8% | 加碼 |