JPMorgan Chase & Co
AMJB- 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 74 家機構在 13F 申報持有，市值合計 $4.33 億；沒有大師持有。
2025 年第 2 季 13F 持有人
JPMorgan Chase & Co 在 2025/6/30 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
- 58
- 較 2025 年第 1 季 −5 家
- 持有股數
- 1,221 萬
- 較 2025 年第 1 季 −153.2 萬 (−11.1%)
- 總市值
- $3.70 億
- 較 2025 年第 1 季 −$5,679 萬 (−13.3%)
- 新進機構
- 3
- 另有 22 家加碼
- 清倉機構
- 8
- 另有 24 家減碼
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 AMJB 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 | 74 | $4.33 億 |
| 2026 年第 1 季 | 71 | $4.22 億 |
| 2025 年第 4 季 | 69 | $3.64 億 |
| 2025 年第 3 季 | 58 | $4.08 億 |
| 2025 年第 2 季 | 58 | $3.70 億 |
| 2025 年第 1 季 | 63 | $4.27 億 |
| 2024 年第 4 季 | 54 | $4.55 億 |
| 2024 年第 3 季 | 60 | $5.94 億 |
| 2024 年第 2 季 | 57 | $6.57 億 |
| 2024 年第 1 季 | 2 | $2.25 億 |
| 2023 年第 4 季 | 0 | $0 |
| 2023 年第 3 季 | 0 | $0 |
| 2023 年第 2 季 | 0 | $0 |
| 2023 年第 1 季 | 0 | $0 |
| 2022 年第 4 季 | 0 | $0 |
| 2022 年第 3 季 | 0 | $0 |
| 2022 年第 2 季 | 0 | $0 |
| 2022 年第 1 季 | 0 | $0 |
| 2021 年第 4 季 | 0 | $0 |
| 2021 年第 3 季 | 0 | $0 |
| 2021 年第 2 季 | 0 | $0 |
| 2021 年第 1 季 | 0 | $0 |
2025 年第 2 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 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| CIBC Private Wealth Group, LLC | 3,452,951 | $1.04 億 | 0.19% | +56,585+1.7% | 加碼 |
| JPMorgan Chase & Co | 1,880,023 | $5,689 萬 | 0.00% | −910,000−32.6% | 減碼 |
| Equitable Holdings, Inc. | 954,862 | $2,889 萬 | 0.24% | +98,231+11.5% | 加碼 |
| Keybank National Association | 661,199 | $2,001 萬 | 0.07% | +12,452+1.9% | 加碼 |
| Warren Averett Asset Management, LLC | 526,432 | $1,593 萬 | 0.17% | −8,888−1.7% | 減碼 |
| NBW Capital LLC | 524,155 | $1,586 萬 | 3.42% | −11,165−2.1% | 減碼 |
| David Loasby | 478,274 | $1,471 萬 | 1.25% | +17,375+3.8% | 加碼 |
| LPL Financial LLC | 448,737 | $1,358 萬 | 0.00% | +26,774+6.3% | 加碼 |
| Goldman Sachs Group Inc | 429,863 | $1,301 萬 | 0.00% | +5,313+1.3% | 加碼 |
| Osborne Partners Capital Management, LLC | 379,381 | $1,148 萬 | 0.61% | −7,256−1.9% | 減碼 |
| Morgan Stanley | 273,570 | $827.8 萬 | 0.00% | −666,248−70.9% | 減碼 |
| Baird Financial Group, Inc. | 263,641 | $797.8 萬 | 0.01% | −42,755−14.0% | 減碼 |
| Nicolet Bankshares Inc | 192,984 | $584.0 萬 | 1.01% | −10,256−5.0% | 減碼 |
| Vident Advisory, LLC | 188,867 | $571.5 萬 | 0.06% | −5,785−3.0% | 減碼 |
| MAI Capital Management | 187,883 | $568.5 萬 | 0.04% | −428−0.2% | 減碼 |
| FF Advisors,LLC | 160,225 | $484.8 萬 | 2.52% | +7,254+4.7% | 加碼 |
| Everett Harris & Co | 107,910 | $326.5 萬 | 0.04% | +180+0.2% | 加碼 |
| Lake Street Financial LLC | 101,485 | $307.1 萬 | 0.44% | +3,675+3.8% | 加碼 |
| New England Asset Management Inc | 92,750 | $280.7 萬 | 0.44% | 00.0% | 不變 |
| United Capital Financial Advisers, LLC | 92,000 | $278.4 萬 | 0.02% | 00.0% | 不變 |
| Smallwood Wealth Investment Management, LLC | 90,119 | $272.7 萬 | 1.56% | +2,455+2.8% | 加碼 |
| Parkside Financial Bank & Trust | 60,266 | $182.4 萬 | 0.20% | −45,437−43.0% | 減碼 |
| Crestwood Advisors Group LLC | 58,063 | $175.7 萬 | 0.03% | −4,453−7.1% | 減碼 |
| Susquehanna International Group, LLP | 51,839 | $156.9 萬 | 0.00% | +41,642+408.4% | 加碼 |
| HighTower Advisors, LLC | 50,200 | $151.9 萬 | 0.00% | −3,993−7.4% | 減碼 |
| Hancock Whitney Corp | 49,302 | $149.2 萬 | 0.03% | −1,924−3.8% | 減碼 |
| Wellspring Financial Advisors, LLC | 37,700 | $114.1 萬 | 0.11% | +37,700 | 新進 |
| Beckerman Institutional, LLC | 37,442 | $113.3 萬 | 0.75% | −531−1.4% | 減碼 |
| Regal Investment Advisors LLC | 37,100 | $112.3 萬 | 0.08% | −630−1.7% | 減碼 |
| Commerce Bank | 35,664 | $107.9 萬 | 0.01% | −540−1.5% | 減碼 |
| IFP Advisors, Inc | 34,363 | $104.0 萬 | 0.03% | +10,510+44.1% | 加碼 |
| Kestra Advisory Services, LLC | 28,100 | $85.0 萬 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 22,060 | $66.8 萬 | 0.01% | +6,743+44.0% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 21,622 | $66.0 萬 | 0.00% | +1,624+8.1% | 加碼 |
| Evoke Wealth, LLC | 21,482 | $65.0 萬 | 0.02% | +123+0.6% | 加碼 |
| Bank of America Corp | – | $54.8 萬 | 0.00% | – | – |
| Creative Planning | 16,400 | $49.6 萬 | 0.00% | +1,808+12.4% | 加碼 |
| Eagle Global Advisors LLC | 14,750 | $44.6 萬 | 0.02% | −220−1.5% | 減碼 |
| VestGen Advisors, LLC | 13,225 | $40.0 萬 | 0.02% | 00.0% | 不變 |
| Raymond James Financial Inc | 12,608 | $38.2 萬 | 0.00% | −170−1.3% | 減碼 |
| Citadel Advisors LLC | 12,268 | $37.1 萬 | 0.00% | −88,663−87.8% | 減碼 |
| Cetera Investment Advisers | 11,532 | $34.9 萬 | 0.00% | −422−3.5% | 減碼 |
| Covenant Asset Management, LLC | 10,789 | $32.6 萬 | 0.07% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 9,955 | $30.1 萬 | 0.00% | −2,552−20.4% | 減碼 |
| Advisor Group Holdings, Inc. | 9,098 | $28.6 萬 | 0.00% | +4,797+111.5% | 加碼 |
| Mariner, LLC | 9,431 | $28.5 萬 | 0.00% | +3,202+51.4% | 加碼 |
| Pacific Center for Financial Services | 9,101 | $27.5 萬 | 0.07% | +126+1.4% | 加碼 |
| Cresset Asset Management, LLC | 8,785 | $26.6 萬 | 0.00% | +8,785 | 新進 |
| North Capital, Inc. | 8,198 | $24.8 萬 | 0.21% | −5−0.1% | 減碼 |
| Avantax Advisory Services, Inc. | 7,928 | $24.0 萬 | 0.00% | +72+0.9% | 加碼 |
| Private Capital Management, LLC | 7,694 | $23.3 萬 | 0.02% | −215−2.7% | 減碼 |
| Northwestern Mutual Wealth Management Co | 7,420 | $22.5 萬 | 0.00% | 00.0% | 不變 |
| MeadowBrook Investment Advisors LLC | 5,960 | $18.0 萬 | 0.16% | +1,120+23.1% | 加碼 |
| Montag A & Associates Inc | 2,000 | $6.05 萬 | 0.00% | 00.0% | 不變 |
| Boyd Watterson Asset Management LLC | 943 | $2.85 萬 | 0.01% | 00.0% | 不變 |
| Private Trust Co NA | 695 | $2.10 萬 | 0.00% | −100−12.6% | 減碼 |
| Royal Bank of Canada | 524 | $1.60 萬 | 0.00% | +524 | 新進 |
| Harbour Investments, Inc. | 362 | $1.10 萬 | 0.00% | +213+143.0% | 加碼 |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −24,323−100.0% | 清倉 |
| Peak Asset Management, LLC | 0 | $0 | 0.00% | −20,138−100.0% | 清倉 |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −8,745−100.0% | 清倉 |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −6,445−100.0% | 清倉 |
| Wiley Bros.-Aintree Capital, LLC | 0 | $0 | 0.00% | −6,246−100.0% | 清倉 |
| Hara Capital LLC | 0 | $0 | 0.00% | −985−100.0% | 清倉 |
| Greenline Partners, LLC | 0 | $0 | 0.00% | −840−100.0% | 清倉 |
| US Bancorp | 0 | $0 | 0.00% | −500−100.0% | 清倉 |