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 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
- 69
- 較 2025 年第 3 季 +12 家
- 持有股數
- 1,214 萬
- 較 2025 年第 3 季 +39.4 萬 (+3.4%)
- 總市值
- $3.64 億
- 較 2025 年第 3 季 +$1,684 萬 (+4.9%)
- 新進機構
- 14
- 另有 19 家加碼
- 清倉機構
- 2
- 另有 25 家減碼
另有 1 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 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 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 |
|---|---|---|---|---|---|
| CIBC Private Wealth Group, LLC | 3,469,458 | $1.04 億 | 0.18% | −36,679−1.0% | 減碼 |
| JPMorgan Chase & Co | 2,345,023 | $7,014 萬 | 0.00% | +335,000+16.7% | 加碼 |
| Equitable Holdings, Inc. | 1,196,060 | $3,577 萬 | 0.24% | +119,410+11.1% | 加碼 |
| Keybank National Association | 648,345 | $1,939 萬 | 0.07% | +5,886+0.9% | 加碼 |
| LPL Financial LLC | 501,990 | $1,501 萬 | 0.00% | +11,905+2.4% | 加碼 |
| Warren Averett Asset Management, LLC | 431,543 | $1,291 萬 | 0.10% | −76,897−15.1% | 減碼 |
| Osborne Partners Capital Management, LLC | 368,629 | $1,103 萬 | 0.57% | −6,636−1.8% | 減碼 |
| Goldman Sachs Group Inc | 327,938 | $980.9 萬 | 0.00% | −11,281−3.3% | 減碼 |
| Baird Financial Group, Inc. | 280,031 | $837.6 萬 | 0.01% | −7,755−2.7% | 減碼 |
| David Loasby | 211,761 | $654.7 萬 | 0.44% | −280,701−57.0% | 減碼 |
| FF Advisors,LLC | 176,098 | $526.7 萬 | 2.35% | +18,045+11.4% | 加碼 |
| MAI Capital Management | 173,475 | $518.9 萬 | 0.03% | −11,164−6.0% | 減碼 |
| Noesis Capital Mangement Corp | 157,742 | $471.8 萬 | 0.68% | +157,742 | 新進 |
| Vident Advisory, LLC | 146,181 | $437.2 萬 | 0.04% | −20,189−12.1% | 減碼 |
| Lake Street Financial LLC | 144,810 | $433.1 萬 | 0.53% | +11,250+8.4% | 加碼 |
| Nicolet Bankshares Inc | 143,292 | $428.6 萬 | 0.69% | −51,686−26.5% | 減碼 |
| Risk Paradigm Group, LLC | 101,073 | $302.3 萬 | 2.91% | +101,073 | 新進 |
| Everett Harris & Co | 100,890 | $301.8 萬 | 0.04% | −2,230−2.2% | 減碼 |
| Smallwood Wealth Investment Management, LLC | 92,080 | $275.4 萬 | 1.44% | −2,821−3.0% | 減碼 |
| United Capital Financial Advisers, LLC | 92,000 | $275.2 萬 | 0.02% | 00.0% | 不變 |
| Argyle Capital Partners, LLC | 73,855 | $220.9 萬 | 1.61% | +3,038+4.3% | 加碼 |
| Americana Partners, LLC | 68,549 | $205.0 萬 | 0.06% | +68,549 | 新進 |
| My Personal CFO, LLC | 62,124 | $185.8 萬 | 0.78% | +62,124 | 新進 |
| Morgan Stanley | 54,922 | $164.3 萬 | 0.00% | −2,110−3.7% | 減碼 |
| Hancock Whitney Corp | 48,020 | $143.6 萬 | 0.03% | −1,128−2.3% | 減碼 |
| HighTower Advisors, LLC | 46,120 | $137.9 萬 | 0.00% | −1,340−2.8% | 減碼 |
| Benchmark Financial, LLC | 45,035 | $134.7 萬 | 1.34% | +45,035 | 新進 |
| Parkside Financial Bank & Trust | 41,824 | $125.1 萬 | 0.09% | −10,252−19.7% | 減碼 |
| Susquehanna International Group, LLP | 40,567 | $121.3 萬 | 0.00% | +8,853+27.9% | 加碼 |
| Beckerman Institutional, LLC | 38,625 | $115.5 萬 | 0.65% | +307+0.8% | 加碼 |
| Wellspring Financial Advisors, LLC | 37,700 | $112.8 萬 | 0.09% | 00.0% | 不變 |
| IFP Advisors, Inc | 34,683 | $103.7 萬 | 0.02% | −500−1.4% | 減碼 |
| Regal Investment Advisors LLC | 34,354 | $102.8 萬 | 0.06% | −2,790−7.5% | 減碼 |
| Commerce Bank | 32,110 | $96.0 萬 | 0.01% | −1,723−5.1% | 減碼 |
| Cura Wealth Advisors, LLC | 31,643 | $94.6 萬 | 0.36% | +31,643 | 新進 |
| Creative Planning | 29,815 | $89.2 萬 | 0.00% | +15,131+103.0% | 加碼 |
| Crestwood Advisors Group LLC | 29,224 | $87.4 萬 | 0.01% | −20,096−40.7% | 減碼 |
| Kestra Advisory Services, LLC | 28,100 | $84.0 萬 | 0.00% | 00.0% | 不變 |
| Evoke Wealth, LLC | 21,737 | $65.0 萬 | 0.01% | +129+0.6% | 加碼 |
| Waystone Advisors LLC | 21,644 | $64.7 萬 | 0.56% | +21,644 | 新進 |
| Steward Partners Investment Advisory, LLC | 19,606 | $58.6 萬 | 0.00% | −3,417−14.8% | 減碼 |
| Bank of America Corp | – | $54.2 萬 | 0.00% | – | – |
| Cetera Investment Advisers | 16,675 | $49.9 萬 | 0.00% | −1,833−9.9% | 減碼 |
| Eagle Global Advisors LLC | 14,770 | $44.2 萬 | 0.02% | +1,090+8.0% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 13,449 | $40.1 萬 | 0.00% | −7,500−35.8% | 減碼 |
| Citadel Advisors LLC | 13,348 | $39.9 萬 | 0.00% | +13,348 | 新進 |
| North Capital, Inc. | 12,808 | $38.3 萬 | 0.33% | +4,727+58.5% | 加碼 |
| Raymond James Financial Inc | 12,507 | $37.4 萬 | 0.00% | 00.0% | 不變 |
| Pacific Center for Financial Services | 12,560 | $37.1 萬 | 0.09% | 00.0% | 不變 |
| Covenant Asset Management, LLC | 10,955 | $32.8 萬 | 0.06% | +166+1.5% | 加碼 |
| Janney Montgomery Scott LLC | 10,230 | $30.6 萬 | 0.00% | −395−3.7% | 減碼 |
| AQR Capital Management LLC | 9,524 | $28.5 萬 | 0.00% | +9,524 | 新進 |
| Northwestern Mutual Wealth Management Co | 9,051 | $27.1 萬 | 0.00% | +1,631+22.0% | 加碼 |
| Cresset Asset Management, LLC | 8,785 | $26.3 萬 | 0.00% | 00.0% | 不變 |
| Ethos Capital Management, Inc. | 8,449 | $25.3 萬 | 0.24% | +8,449 | 新進 |
| Private Capital Management, LLC | 7,852 | $23.5 萬 | 0.02% | +80+1.0% | 加碼 |
| Mariner, LLC | 7,387 | $22.1 萬 | 0.00% | −1,208−14.1% | 減碼 |
| Parallel Advisors, LLC | 5,060 | $15.1 萬 | 0.00% | +5,060 | 新進 |
| Avalon Trust Co | 4,945 | $14.8 萬 | 0.01% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 4,409 | $13.2 萬 | 0.00% | −5,048−53.4% | 減碼 |
| Elequin Capital LP | 3,427 | $10.3 萬 | 0.01% | +3,427 | 新進 |
| Wells Fargo & Company | 2,754 | $8.24 萬 | 0.00% | +2,618+1,925.0% | 加碼 |
| Montag A & Associates Inc | 2,000 | $5.98 萬 | 0.00% | 00.0% | 不變 |
| Boyd Watterson Asset Management LLC | 943 | $2.82 萬 | 0.01% | 00.0% | 不變 |
| Private Trust Co NA | 858 | $2.57 萬 | 0.00% | 00.0% | 不變 |
| Royal Bank of Canada | 627 | $1.90 萬 | 0.00% | +488+351.1% | 加碼 |
| UBS Group AG | 468 | $1.40 萬 | 0.00% | +468 | 新進 |
| Harbour Investments, Inc. | 359 | $1.07 萬 | 0.00% | +83+30.1% | 加碼 |
| US Bancorp | 20 | $598 | 0.00% | +20 | 新進 |
| New England Asset Management Inc | 0 | $0 | 0.00% | −92,750−100.0% | 清倉 |
| VestGen Advisors, LLC | 0 | $0 | 0.00% | −13,758−100.0% | 清倉 |
| Wolverine Trading, LLC | – | – | – | – | 本季未申報 |