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 5,158 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 | 5,158 | $6,437 億 |
| 2026 年第 1 季 | 5,103 | $5,720 億 |
| 2025 年第 4 季 | 5,154 | $6,395 億 |
| 2025 年第 3 季 | 4,765 | $6,180 億 |
| 2025 年第 2 季 | 4,752 | $5,824 億 |
| 2025 年第 1 季 | 4,679 | $4,946 億 |
| 2024 年第 4 季 | 4,680 | $4,900 億 |
| 2024 年第 3 季 | 4,215 | $4,294 億 |
| 2024 年第 2 季 | 4,181 | $4,162 億 |
| 2024 年第 1 季 | 4,120 | $4,145 億 |
| 2023 年第 4 季 | 4,001 | $3,518 億 |
| 2023 年第 3 季 | 3,710 | $2,970 億 |
| 2023 年第 2 季 | 3,672 | $2,976 億 |
| 2023 年第 1 季 | 3,612 | $2,663 億 |
| 2022 年第 4 季 | 3,628 | $2,783 億 |
| 2022 年第 3 季 | 3,395 | $2,129 億 |
| 2022 年第 2 季 | 3,427 | $2,293 億 |
| 2022 年第 1 季 | 3,519 | $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 |
|---|---|---|---|---|---|
| North Dakota State Investment Board | 95,274 | $3,070 萬 | 1.14% | +95,274 | 新進 |
| Evergreen Capital Management LLC | 94,545 | $3,046 萬 | 0.68% | +4,113+4.5% | 加碼 |
| Beese Fulmer Investment Management, Inc. | 94,193 | $3,035 萬 | 1.98% | +1,020+1.1% | 加碼 |
| Greenleaf Trust | 94,126 | $3,033 萬 | 0.28% | −2,357−2.4% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 94,067 | $3,031 萬 | 1.04% | +1,777+1.9% | 加碼 |
| Verition Fund Management LLC | 93,042 | $2,998 萬 | 0.16% | +7,520+8.8% | 加碼 |
| Albion Financial Group | 92,572 | $2,983 萬 | 1.86% | −4,001−4.1% | 減碼 |
| Avanza Fonder AB | 92,429 | $2,978 萬 | 0.76% | +92,429 | 新進 |
| Fort Sheridan Advisors LLC | 92,425 | $2,978 萬 | 3.78% | −91−0.1% | 減碼 |
| Washington Trust Bank | 92,404 | $2,977 萬 | 2.09% | −2,522−2.7% | 減碼 |
| GHP Investment Advisors, Inc. | 92,280 | $2,973 萬 | 1.22% | −972−1.0% | 減碼 |
| Rockland Trust Co | 92,124 | $2,968 萬 | 1.17% | −12,720−12.1% | 減碼 |
| Harbour Trust & Investment Management Co | 91,990 | $2,964 萬 | 3.02% | +588+0.6% | 加碼 |
| Quadrant Capital Group LLC | 91,326 | $2,943 萬 | 0.89% | +5,278+6.1% | 加碼 |
| Independence Bank of Kentucky | 91,193 | $2,938 萬 | 3.66% | +203+0.2% | 加碼 |
| Harvest Portfolios Group Inc. | 90,918 | $2,930 萬 | 0.51% | +1,641+1.8% | 加碼 |
| Dixon Mitchell Investment Counsel Inc. | 90,589 | $2,925 萬 | 0.96% | +2,228+2.5% | 加碼 |
| Leavell Investment Management, Inc. | 90,379 | $2,912 萬 | 1.21% | −478−0.5% | 減碼 |
| PEAK6 LLC | 90,090 | $2,903 萬 | 0.79% | −14,767−14.1% | 減碼 |
| Cincinnati Financial Corp | 90,000 | $2,900 萬 | 0.57% | 00.0% | 不變 |
| Wedbush Securities Inc | 89,409 | $2,881 萬 | 0.84% | +4,523+5.3% | 加碼 |
| Moran Wealth Management, LLC | 89,207 | $2,874 萬 | 0.88% | +74+0.1% | 加碼 |
| Webster Bank, N. A. | 88,420 | $2,849 萬 | 2.67% | −2,098−2.3% | 減碼 |
| Fiduciary Group LLC | 88,418 | $2,849 萬 | 2.39% | −2,643−2.9% | 減碼 |
| Westpac Banking Corp | 88,416 | $2,849 萬 | 1.80% | −2,863−3.1% | 減碼 |
| Smithbridge Asset Management Inc | 88,308 | $2,845 萬 | 2.43% | +42,785+94.0% | 加碼 |
| Bourgeon Capital Management LLC | 87,854 | $2,831 萬 | 4.61% | −1,340−1.5% | 減碼 |
| Rempart Asset Management Inc. | 87,737 | $2,827 萬 | 5.34% | −6,402−6.8% | 減碼 |
| Edge Wealth Management LLC | 87,533 | $2,820 萬 | 4.98% | −1,222−1.4% | 減碼 |
| Mount Yale Investment Advisors, LLC | 87,483 | $2,819 萬 | 1.36% | +31,602+56.6% | 加碼 |
| Anderson Hoagland & Co | 87,293 | $2,813 萬 | 2.42% | −376−0.4% | 減碼 |
| Mizuho Markets Americas LLC | 87,000 | $2,803 萬 | 0.60% | −45,000−34.1% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 86,982 | $2,803 萬 | 0.33% | −657−0.7% | 減碼 |
| Davis-Rea Ltd. | 86,942 | $2,801 萬 | 7.01% | +8,877+11.4% | 加碼 |
| Trust Co of Virginia | 86,824 | $2,798 萬 | 2.26% | −54−0.1% | 減碼 |
| Barlow Wealth Partners, Inc. | 84,914 | $2,795 萬 | 3.02% | −875−1.0% | 減碼 |
| GDS Wealth Management | 86,603 | $2,791 萬 | 1.75% | +930+1.1% | 加碼 |
| Addenda Capital Inc. | 86,313 | $2,781 萬 | 0.82% | −1,196−1.4% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 85,959 | $2,770 萬 | 0.72% | +1,958+2.3% | 加碼 |
| Tritonpoint Wealth, LLC | 85,730 | $2,762 萬 | 2.80% | −8,515−9.0% | 減碼 |
| Cohen Capital Management, Inc. | 85,518 | $2,756 萬 | 4.15% | −250−0.3% | 減碼 |
| Verdence Capital Advisors LLC | 85,308 | $2,749 萬 | 1.63% | −2,752−3.1% | 減碼 |
| Cidel Asset Management Inc | 85,015 | $2,739 萬 | 1.94% | −6,897−7.5% | 減碼 |
| Forum Financial Management, LP | 84,993 | $2,739 萬 | 0.36% | +834+1.0% | 加碼 |
| Northwest & Ethical Investments L.P. | 84,617 | $2,727 萬 | 0.61% | −8,328−9.0% | 減碼 |
| Canandaigua National Bank & Trust Co | 84,219 | $2,714 萬 | 2.43% | −2,765−3.2% | 減碼 |
| Banque Cantonale Vaudoise | 84,199 | $2,713 萬 | 0.97% | −1,565−1.8% | 減碼 |
| Dearborn Partners LLC | 83,913 | $2,704 萬 | 1.35% | −1,236−1.5% | 減碼 |
| Courant Investment Management LLC | 83,697 | $2,697 萬 | 24.38% | −11,200−11.8% | 減碼 |
| TD Private Client Wealth LLC | 83,509 | $2,691 萬 | 0.57% | −1,497−1.8% | 減碼 |
| Knights of Columbus Asset Advisors LLC | 83,505 | $2,691 萬 | 1.53% | +787+1.0% | 加碼 |
| Banque Transatlantique SA | 83,267 | $2,682 萬 | 0.65% | −2,824−3.3% | 減碼 |
| Motco | 83,204 | $2,681 萬 | 2.43% | −1,393−1.6% | 減碼 |
| Nixon Peabody Trust Co | 83,122 | $2,678 萬 | 2.03% | −2,027−2.4% | 減碼 |
| Ascent Group, LLC | 82,861 | $2,670 萬 | 0.91% | +1,612+2.0% | 加碼 |
| Premier Fund Managers Ltd | 82,324 | $2,663 萬 | 1.53% | −7,800−8.7% | 減碼 |
| Westchester Capital Management, Inc. | 82,392 | $2,655 萬 | 5.49% | −1,913−2.3% | 減碼 |
| Aviance Capital Partners, LLC | 82,311 | $2,652 萬 | 3.06% | −793−1.0% | 減碼 |
| Signaturefd, LLC | 82,160 | $2,647 萬 | 0.40% | +1,292+1.6% | 加碼 |
| Sterling Capital Management LLC | 82,137 | $2,647 萬 | 0.43% | +15,044+22.4% | 加碼 |
| Red Door Wealth Management, LLC | 82,120 | $2,646 萬 | 2.75% | +272+0.3% | 加碼 |
| Oak Harvest Investment Services | 82,105 | $2,646 萬 | 2.89% | +1,537+1.9% | 加碼 |
| Kovitz Investment Group Partners, LLC | 81,982 | $2,642 萬 | 0.58% | −554,932−87.1% | 減碼 |
| JGP Wealth Management, LLC | 81,723 | $2,633 萬 | 2.74% | +246+0.3% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 81,399 | $2,623 萬 | 0.47% | +5,713+7.5% | 加碼 |
| Woodmont Investment Counsel LLC | 81,283 | $2,619 萬 | 1.64% | +648+0.8% | 加碼 |
| North Star Asset Management Inc | 81,102 | $2,613 萬 | 1.05% | +2,816+3.6% | 加碼 |
| XTX Topco Ltd | 80,927 | $2,608 萬 | 0.68% | +70,092+646.9% | 加碼 |
| Meeder Advisory Services, Inc. | 80,920 | $2,607 萬 | 1.12% | +4,530+5.9% | 加碼 |
| Burney Co | 80,720 | $2,601 萬 | 0.81% | −34,587−30.0% | 減碼 |
| Easterly Investment Partners LLC | 80,720 | $2,601 萬 | 1.60% | −4,216−5.0% | 減碼 |
| Ninety One SA (PTY) Ltd | 80,684 | $2,600 萬 | 1.12% | +4,112+5.4% | 加碼 |
| Terry L. Blaker | 80,663 | $2,599 萬 | 0.96% | −610−0.8% | 減碼 |
| Chicago Partners Investment Group LLC | 87,232 | $2,597 萬 | 0.64% | +557+0.6% | 加碼 |
| King Wealth | 80,399 | $2,591 萬 | 3.12% | +518+0.6% | 加碼 |
| General American Investors Co Inc | 80,000 | $2,578 萬 | 1.60% | 00.0% | 不變 |
| Archon Partners LLC | 80,000 | $2,578 萬 | 2.69% | 00.0% | 不變 |
| Biondo Investment Advisors, LLC | 79,947 | $2,576 萬 | 3.11% | −2,183−2.7% | 減碼 |
| Atomi Financial Group, Inc. | 79,859 | $2,573 萬 | 0.76% | +8,749+12.3% | 加碼 |
| Novare Capital Management LLC | 79,738 | $2,569 萬 | 1.93% | +430+0.5% | 加碼 |
| MUFG Securities Americas Inc. | 79,682 | $2,568 萬 | 1.60% | −586−0.7% | 減碼 |
| Gladstone Institutional Advisory LLC | 79,638 | $2,566 萬 | 0.97% | +534+0.7% | 加碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 79,498 | $2,562 萬 | 2.63% | −173−0.2% | 減碼 |
| Montag A & Associates Inc | 79,481 | $2,561 萬 | 1.17% | −3,666−4.4% | 減碼 |
| Dynamic Advisor Solutions LLC | 79,330 | $2,556 萬 | 0.82% | −2,422−3.0% | 減碼 |
| Burns J W & Co Inc | 79,197 | $2,552 萬 | 2.83% | −327−0.4% | 減碼 |
| BlueCrest Capital Management Ltd | 79,128 | $2,550 萬 | 0.99% | +79,128 | 新進 |
| Peak Asset Management, LLC | 79,111 | $2,549 萬 | 4.34% | −769−1.0% | 減碼 |
| Thoroughbred Financial Services, LLC | 78,872 | $2,541 萬 | 1.51% | +1,417+1.8% | 加碼 |
| WoodTrust Financial Corp | 78,550 | $2,531 萬 | 2.95% | −491−0.6% | 減碼 |
| Calamos Wealth Management LLC | 78,517 | $2,530 萬 | 0.88% | +446+0.6% | 加碼 |
| Courier Capital LLC | 78,471 | $2,528 萬 | 1.42% | −2,475−3.1% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 78,296 | $2,523 萬 | 1.21% | −4,747−5.7% | 減碼 |
| Siemens Fonds Invest GmbH | 77,987 | $2,522 萬 | 1.34% | −4,398−5.3% | 減碼 |
| Baxter Bros Inc | 78,005 | $2,513 萬 | 2.91% | −1,106−1.4% | 減碼 |
| SlateStone Wealth, LLC | 77,995 | $2,513 萬 | 2.10% | +766+1.0% | 加碼 |
| Willis Investment Counsel | 77,879 | $2,509 萬 | 1.30% | −100−0.1% | 減碼 |
| Whitener Capital Management, Inc. | 77,765 | $2,506 萬 | 5.70% | −173−0.2% | 減碼 |
| Legacy Private Trust Co. | 77,762 | $2,506 萬 | 1.48% | +3,233+4.3% | 加碼 |
| Hudson Bay Capital Management LP | 77,500 | $2,497 萬 | 0.14% | −61,235−44.1% | 減碼 |