证券记录 · 已归档季度
JPM
JPMorgan Chase & Co. · Financial Services · Banks - Diversified
25被追踪持有人
+3Δ持有人
335.41M持有股份
$82.22B报告持仓市值
+3新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +13.6% ·
股份流向 -3.8% ·
净新建仓位 +12.0%
· 公式
持有人分散化：持有人数增多，合计持仓比例缩小。
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q1 2025
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q3 2026 | 4 | 0 | 5.47M | $1.77B | n/a | −3 |
| Q2 2026 | 189 | +5 | 1.53B | $499.89B | +7 | −3 |
| Q1 2026 | 188 | -1 | 1.52B | $447.07B | +1 | −3 |
| Q4 2025 | 188 | +3 | 1.66B | $533.95B | +4 | n/a |
| Q3 2025 | 27 | -2 | 898.10M | $283.22B | n/a | −3 |
| Q2 2025 | 27 | -1 | 850.32M | $246.44B | n/a | −1 |
| Q1 2025 | 25 | +3 | 335.41M | $82.22B | +3 | n/a |
| Q4 2024 | 22 | -1 | 348.69M | $83.55B | n/a | −1 |
| Q3 2024 | 22 | +1 | 227.36M | $47.89B | +1 | n/a |
| Q2 2024 | 21 | n/a | 234.49M | $47.39B | n/a | n/a |
持有人 · Q1 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (被动) | 127.52M | +0.2% | $31.28B | 1.3% | ▲ Add | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (被动) | 60.83M | +2.7% | $14.87B | 1.2% | ▲ Add | 4 | SEC ↗ ×2 |
| 3 | Norges Bank ✦ (被动) | 34.92M | +0.7% | $8.57B | 1.2% | ▲ Add | 4 | SEC ↗ |
| 4 | T. Rowe Price ✦ | 28.91M | -2.6% | $7.09B | 0.9% | ▼ Trim | 4 | SEC ↗ ×2 |
| 5 | Capital World Investors ✦ | 25.18M | -12.8% | $6.18B | 1.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Wellington Management ✦ | 23.87M | -18.6% | $5.85B | 1.1% | ▼ Trim | 4 | SEC ↗ ×9 |
| 7 | Fisher Asset Management ✦ | 18.37M | +5.6% | $4.51B | 2.0% | ▲ Add | 4 | SEC ↗ |
| 8 | PRIMECAP Management ✦ | 5.05M | -5.1% | $1.24B | 1.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | Adage Capital Partners ✦ | 2.52M | -3.6% | $618.12M | 1.1% | ▼ Trim | 4 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 2.25M | +3.2% | $553.11M | 0.5% | ▲ Add | 4 | SEC ↗ ×2 |
| 11 | Viking Global Investors ✦ | 2.17M | -70.9% | $532.71M | 1.7% | ▼ Trim | 4 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 1.43M | +56.9% | $342.26M | 0.4% | ▲ Add | 4 | SEC ↗ ×6 |
| 13 | D. E. Shaw & Co. ✦ | 810.12K | +16.6% | $198.72M | 0.3% | ▲ Add | 4 | SEC ↗ ×2 |
| 14 | Millennium Management ✦ | 369.80K | -77.9% | $90.71M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 15 | Dodge & Cox ✦ | 277.02K | -5.5% | $67.95M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | Markel Group ✦ | 252.55K | 0.0% | $61.95M | 0.6% | Held | 4 | SEC ↗ |
| 17 | Soros Fund Management ✦ | 230.96K | 新增 | $56.66M | 1.4% | New | 1 | SEC ↗ |
| 18 | GAMCO Investors ✦ | 206.74K | -4.9% | $50.71M | 0.6% | ▼ Trim | 4 | SEC ↗ |
| 19 | Bridgewater Associates ✦ | 82.47K | 新增 | $20.23M | 0.1% | New | 1 | SEC ↗ |
| 20 | Gotham Asset Management ✦ | 80.76K | +11.4% | $19.81M | 0.2% | ▲ Add | 4 | SEC ↗ |
| 21 | Arrowstreet Capital ✦ | 25.37K | -94.9% | $6.22M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 22 | Renaissance Technologies ✦ | 25.16K | +1153.0% | $6.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Marshall Wace ✦ | 17.70K | 新增 | $4.34M | 0.0% | New | 1 | SEC ↗ ×2 |
| 24 | Two Sigma Investments ✦ | 14.29K | +0.7% | $3.51M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 25 | Harris Associates (Oakmark) ✦ | 4.89K | +1.0% | $1.20M | 0.0% | ▲ Add | 4 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 精选管理人。
新增买入方
| Soros Fund Management | $56.66M | 1.4% |
| Bridgewater Associates | $20.23M | 0.1% |
| Marshall Wace | $4.34M | 0.0% |
已清仓
| 本季度无被追踪的退出仓位。 |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 2 持有人, 1.85K 股份, $36,037 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
持有该证券的受追踪机构最常同时持有的其他证券：基于共同持有计数，而非基本面关联。
公开市场买入 (P)
在我们的覆盖窗口内无内部人士公开市场买入记录。
公开市场卖出 (S)
Sep 10
Leopold Robin
Officer · 2.50K 股 · $882,026
Aug 11
Leopold Robin
Officer · 2.50K 股 · $903,518
授予、行权及税务代扣代缴在本平台均不计入买入或卖出。 方法论
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q1 2025 ·
方法论 ·
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