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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。

其他股別AMJBVYLDJPM.PCJPM.PDJPM.PJJPM.PKJPM.PLJPM.PM

2025 年第 2 季與 2025 年第 1 季比較

持有 JPMorgan Chase & Co 的機構從 2025 年第 1 季到 2025 年第 2 季的變化。

2025 年第 2 季全部持有人2025 年第 1 季全部持有人

JPM 的 13F 持有人:2025 年第 1 季與 2025 年第 2 季比較
項目2025 年第 1 季其中尚未申報 2025 年第 2 季2025 年第 2 季變化
持有家數4,679714,752+144
股數20.2 億532.9 萬20.1 億−77.5 萬 (0.0%)
市值$4,946 億$13.1 億$5,824 億+$891.1 億 (+18.1%)

71 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 季:沒申報不算清倉,所以變化不計入它們。

新進機構(249 家)

2025 年第 2 季季末持有 JPMorgan Chase & Co、2025 年第 1 季季末沒有持有的機構。

依市值列出前 100 家,共 249 家。

2025 年第 2 季新進 JPM 的機構
機構股數市值佔組合 %
Swedbank AB4,608,192$13.4 億1.50%
Montrusco Bolton Investments Inc.1,715,064$4.86 億5.39%
Alphinity Investment Management Pty Ltd1,654,721$4.80 億4.11%
Glenmede Investment Management, LP1,171,886$3.40 億1.72%
Midwest Trust Co445,383$1.29 億1.79%
Global Frontier Investments LLC379,000$1.10 億26.20%
Senator Investment Group LP307,000$8,900 萬3.44%
Mizuho Securities USA LLC192,066$5,568 萬1.19%
Discovery Capital Management, LLC166,900$4,839 萬3.80%
Park Avenue Securities LLC157,589$4,569 萬0.42%
DKRT Investments Corp.125,000$3,624 萬8.79%
Susquehanna Portfolio Strategies, LLC118,349$3,431 萬0.75%
Woodbridge Co Ltd117,593$3,409 萬0.06%
Vise Technologies, Inc.106,477$3,087 萬1.27%
Wetherby Asset Management Inc94,569$2,742 萬1.22%
Cercano Management LLC94,073$2,727 萬0.78%
Global Retirement Partners, LLC92,725$2,688 萬0.67%
MASTERINVEST Kapitalanlage GmbH74,107$2,148 萬2.26%
Strategic Wealth Partners, Ltd.62,161$1,802 萬1.42%
Edgestream Partners, L.P.58,583$1,698 萬0.47%
Stenger Family Office, LLC53,319$1,598 萬4.20%
Jain Global LLC52,603$1,525 萬0.24%
Quadrature Capital Ltd52,522$1,522 萬0.26%
Forge First Asset Management Inc.51,350$1,488 萬5.38%
Rokos Capital Management LLP51,067$1,480 萬0.25%
Access Investment Management LLC50,392$1,461 萬4.16%
GFS Advisors, LLC43,535$1,262 萬1.73%
Fulcrum Asset Management LLP38,959$1,129 萬3.22%
BCS Private Wealth Management, Inc.38,903$1,128 萬4.24%
Arrow Capital Pty Ltd24,459$1,082 萬5.24%
International Assets Investment Management, LLC1,580,159$1,052 萬0.85%
Coppell Advisory Solutions LLC36,217$1,040 萬1.25%
Kingdon Capital Management, L.L.C.35,000$1,015 萬1.96%
HORAN Wealth, LLC30,714$890.4 萬2.73%
Soundwatch Capital LLC13,342$813.8 萬1.72%
Rockport Wealth LLC23,244$673.9 萬1.56%
LOM Asset Management Ltd21,482$622.8 萬2.11%
CenterBook Partners LP20,900$605.9 萬0.34%
Philadelphia Financial Management of San Francisco, LLC19,672$570.3 萬1.26%
RPg Family Wealth Advisory, LLC19,050$552.3 萬1.47%
Group One Trading, L.P.19,035$551.8 萬0.18%
Wisconsin Capital Management LLC18,861$546.8 萬3.02%
Virtu Financial LLC18,567$538.2 萬0.27%
XTX Topco Ltd17,842$517.3 萬0.21%
Peterson Wealth Management16,245$470.9 萬2.79%
Rydar Equities, Inc.16,083$466.3 萬3.69%
Aster Capital Management (DIFC) Ltd15,769$457.2 萬1.04%
Maseco LLP14,936$432.8 萬0.16%
Blue Capital, Inc.14,659$425.0 萬3.01%
Uhlmann Price Securities, LLC14,252$413.2 萬2.95%
Chapman Financial Group, LLC13,631$395.2 萬3.35%
Lantern Wealth Advisors, LLC13,260$384.4 萬2.29%
Cambria Investment Management, L.P.12,401$359.5 萬0.24%
Spahn Wealth & Retirement LLC11,606$336.5 萬2.16%
North Dallas Bank & Trust Co11,352$329.1 萬2.49%
Hilltop National Bank10,422$302.1 萬0.79%
Advent Capital Management10,000$289.9 萬0.06%
Compass Capital Management, Inc9,660$280.1 萬0.15%
Constant Guidance Financial LLC9,684$279.4 萬2.81%
Napa Wealth Management9,332$270.6 萬1.29%
Brian Low Financial Group, LLC9,235$267.7 萬2.51%
Total Wealth Planning, LLC8,899$258.0 萬0.33%
Stance Capital LLC8,647$250.7 萬0.94%
Bayesian Capital Management, LP8,602$249.4 萬0.39%
Scott Marsh Financial, LLC7,972$231.1 萬0.86%
Fieldview Capital Management, LLC7,541$218.6 萬0.33%
Saiph Capital, LLC7,533$218.4 萬0.85%
Winton Group Ltd6,927$200.8 萬0.10%
FNY Investment Advisers, LLC6,750$195.6 萬0.83%
Sterling Wealth Management, Inc.6,584$190.9 萬0.65%
Wolverine Trading, LLC6,580$188.9 萬0.05%
Westerkirk Capital Inc.6,371$184.7 萬0.23%
Two Sigma Securities, LLC6,339$183.8 萬0.23%
Oliver Lagore Vanvalin Investment Group7,464$183.1 萬0.72%
IronOak Wealth LLC.6,171$178.9 萬1.74%
Momentum Wealth Planning, LLC6,096$176.7 萬1.50%
Mfg Wealth Management, Inc.6,000$173.9 萬1.47%
Bridgewealth Advisory Group, LLC5,879$170.4 萬0.43%
Impact Partnership Wealth, LLC5,636$163.4 萬0.30%
Capstone Triton Financial Group, LLC5,621$163.0 萬1.18%
Central Asset Investments & Management Holdings (HK) Ltd5,498$159.4 萬1.35%
O'Neil Global Advisors, Inc.5,484$159.0 萬0.37%
Hutchinson Financial Advisors, INC5,351$155.1 萬1.74%
Jump Financial, LLC5,088$147.5 萬0.02%
Liberty Wealth Management LLC4,930$142.9 萬0.22%
Maridea Wealth Management LLC4,300$124.7 萬0.32%
Parsonex Advisory Services, Inc.3,995$115.8 萬0.97%
Tripletail Wealth Management, LLC3,731$108.2 萬1.55%
Clark & Stuart, Inc3,689$106.9 萬0.81%
Inceptionr LLC3,688$106.9 萬0.25%
Charter Capital Management, LLC3,369$97.7 萬0.57%
Capital Squared Financial LLC3,291$95.4 萬1.11%
Strathmore Capital Advisors, Inc.2,944$83.4 萬0.37%
Scientech Research LLC2,840$82.3 萬0.20%
Milestones Private Investment Advisors LLC2,831$82.1 萬0.61%
Summit Wealth Group LLC2,826$81.9 萬0.21%
Morningstar Investment Management LLC2,799$81.1 萬0.07%
Kahn Brothers Group Inc2,775$80.5 萬0.16%
Oxford Asset Management LLP2,770$80.3 萬0.26%
Coordinated Financial Services, Inc.2,495$72.3 萬0.50%

清倉機構(105 家)

2025 年第 1 季季末持有 JPMorgan Chase & Co、2025 年第 2 季有申報但已經沒有持有的機構。

依市值列出前 100 家,共 105 家。

2025 年第 2 季清倉 JPM 的機構
機構2025 年第 1 季股數2025 年第 1 季市值
Corebridge Financial, Inc.646,036$1.58 億
Financial Counselors Inc441,452$1.08 億
Caxton Associates LLP293,738$7,205 萬
PGGM Investments275,567$6,760 萬
Soros Fund Management LLC大師索羅斯基金管理230,963$5,666 萬
Tudor Investment Corp Et Al148,748$3,649 萬
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH140,354$3,443 萬
Shellback Capital, LP125,000$3,066 萬
Rit Capital Partners PLC125,000$3,066 萬
Parkwood LLC112,109$2,750 萬
M.D. Sass Investors Services, Inc.108,585$2,664 萬
Trexquant Investment LP104,189$2,556 萬
Laurion Capital Management LP84,666$2,077 萬
United Services Automobile Association65,584$1,593 萬
Mirae Asset Securities (USA) Inc.55,140$1,353 萬
Exane Asset Management49,243$1,305 萬
Tradewinds, LLC.41,489$1,018 萬
Partners Capital Investment Group, LLP40,093$983.5 萬
Globeflex Capital L P33,400$819.3 萬
CTC LLC32,364$793.9 萬
Qsemble Capital Management, LP27,180$666.7 萬
Legacy Advisors, LLC26,697$654.9 萬
WCM Investment Management, LLC25,507$619.4 萬
Aquatic Capital Management LLC24,955$612.1 萬
Ally Financial Inc.23,000$564.2 萬
Governors Lane LP22,500$551.9 萬
Dynasty Wealth Management, LLC21,392$524.7 萬
JPB Foundation19,855$487.0 萬
Strategic Planning, Inc.17,204$422.0 萬
Catalyst Funds Management Pty Ltd12,600$309.1 萬
Q3 Asset Management11,815$289.8 萬
Sciencast Management LP11,012$270.1 萬
FSR Wealth Management Ltd.10,076$247.2 萬
Miura Global Management, LLC10,000$245.3 萬
Lecap Asset Management Ltd8,595$210.8 萬
Tennessee Valley Asset Management Partners6,974$171.1 萬
Mount Lucas Management LP6,560$160.9 萬
Williamson Legacy Group, LLC6,403$157.1 萬
Alaska Permanent Fund Corp6,338$155.0 萬
Hexagon Capital Partners LLC6,133$150.4 萬
Barden Capital Management, Inc.6,051$148.4 萬
Beaumont Capital Management, LLC5,900$144.7 萬
U S Global Investors Inc5,500$134.9 萬
Quantessence Capital LLC5,425$133.1 萬
Floyd Financial Group LLC5,341$131.0 萬
Harbert Fund Advisors, Inc.5,000$122.7 萬
Aveo Capital Partners, LLC4,703$117.3 萬
Camelot Portfolios, LLC4,696$115.2 萬
Family Firm, Inc.4,648$114.0 萬
Carolinas Wealth Consulting LLC4,590$112.6 萬
Cutter & CO Brokerage, Inc.4,356$106.9 萬
Capital Markets Trading UK LLP4,291$105.3 萬
111 Capital4,155$101.9 萬
Win Advisors, Inc4,004$98.2 萬
ERTS Wealth Advisors, LLC3,920$96.2 萬
Jackson Square Capital, LLC3,524$86.4 萬
Altus Wealth Management, LLC3,373$82.7 萬
Capula Management Ltd3,049$74.8 萬
Flow Traders U.S. LLC3,023$74.2 萬
Elevate Capital Advisors, LLC3,022$74.1 萬
Clayton Financial Group LLC2,914$71.5 萬
Landscape Capital Management, L.L.C.2,754$67.6 萬
Kane Investment Management, Inc.2,660$65.2 萬
Readystate Asset Management LP2,366$58.0 萬
MQS Management LLC2,331$57.2 萬
Graham Capital Management, L.P.2,238$54.9 萬
Tassel Capital Management, Inc.2,114$51.9 萬
NovaPoint Capital, LLC2,110$51.8 萬
Nebula Research & Development LLC2,020$49.6 萬
Echo Wealth Management, LLC1,700$41.7 萬
Hendley & Co Inc1,500$36.8 萬
WBI Investments1,358$33.3 萬
Black Point Wealth Management1,356$33.3 萬
EntryPoint Capital, LLC1,228$30.1 萬
Fidato Wealth LLC1,149$28.2 萬
Tfo-TDC, LLC1,080$26.5 萬
Arrowpoint Investment Partners (Singapore) Pte. Ltd.1,073$26.3 萬
Traction Financial Partners, LLC1,057$25.9 萬
West Coast Financial LLC967$23.7 萬
Ground Swell Capital, LLC965$23.7 萬
Ellis Investment Partners, LLC958$23.5 萬
Chris Bulman Inc938$23.0 萬
Beacon Harbor Wealth Advisors, Inc.926$22.7 萬
Three Cord True Wealth Management, LLC920$22.6 萬
USA Financial Portformulas Corp918$22.5 萬
Diametric Capital, LP917$22.5 萬
CHB Investment Group, LLC878$21.5 萬
Peak Financial Management, Inc.872$21.4 萬
Seven Springs Wealth Group, LLC869$21.3 萬
TrueMark Investments, LLC867$21.3 萬
Rodgers & Associates, LTD848$20.8 萬
CMT Capital Markets Trading GmbH849$20.8 萬
Hirtle Callaghan & Co LLC826$20.3 萬
XY Capital Ltd804$19.7 萬
Guardian Wealth Management, Inc.668$16.4 萬
Runnymede Capital Advisors, Inc.653$16.0 萬
Wealth Advisors of Tampa Bay, LLC640$15.7 萬
Abound Financial, LLC440$10.8 萬
E Fund Management (Hong Kong) Co., Ltd.349$8.60 萬
PFG Private Wealth Management, LLC125$3.07 萬

尚未申報 2025 年第 2 季的機構(71 家)

2025 年第 1 季季末持有 JPMorgan Chase & Co、還沒有申報 2025 年第 2 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2025 年第 1 季持有 JPM、尚未申報 2025 年第 2 季的機構
機構2025 年第 1 季股數2025 年第 1 季市值
Credit Agricole S A1,552,777$3.81 億
Glenmede Trust Co NA1,173,730$2.88 億
Rakuten Investment Management, Inc.256,097$6,219 萬
Mizuho Securities USA LLC223,884$5,492 萬
Sabal Trust CO211,479$5,188 萬
Taurus Asset Management, LLC203,431$4,990 萬
Orion Portfolio Solutions, LLC202,125$4,958 萬
Foundry Partners, LLC186,466$4,574 萬
Sandy Spring Bank158,527$3,889 萬
Transform Wealth, LLC110,301$2,706 萬
Kodai Capital Management LP91,534$2,245 萬
CAPROCK Group, Inc.86,780$2,129 萬
Beach Investment Counsel Inc72,055$1,768 萬
JCIC Asset Management Inc.66,465$1,630 萬
Spectrum Wealth Counsel, LLC56,869$1,395 萬
Buffington Mohr McNeal54,788$1,344 萬
Shorepoint Capital Partners LLC51,308$1,259 萬
Lindbrook Capital, LLC39,791$976.1 萬
Selway Asset Management39,462$968.0 萬
Schechter Investment Advisors, LLC36,181$887.5 萬
Sheaff Brock Investment Advisors, LLC31,252$766.6 萬
Horan Capital Advisors, LLC.30,872$757.3 萬
Redwood Investments, LLC29,870$732.7 萬
Morningstar Investment Services LLC29,387$720.9 萬
Montecito Bank & Trust28,703$704.1 萬
Marcum Wealth, LLC26,761$656.4 萬
Roanoke Asset Management Corp23,810$584.1 萬
Delta Financial Group, Inc.22,474$557.5 萬
Centre Asset Management, LLC22,560$553.4 萬
Vista Wealth Management Group, LLC19,747$484.4 萬
Proquility Private Wealth Partners, LLC17,154$420.8 萬
Bremer Bank National Association14,873$364.8 萬
Stillwater Wealth Management Group13,942$342.0 萬
Callan Capital, LLC11,781$289.0 萬
Shum Financial Group, Inc.10,919$267.9 萬
Benchmark Investment Advisors LLC9,804$240.5 萬
Grant/GrossMendelsohn, LLC9,558$232.7 萬
Pacific Global Investment Management CO9,462$232.1 萬
Monterey Private Wealth, Inc.9,319$228.6 萬
Regent Peak Wealth Advisors LLC6,543$160.5 萬
Napatree Capital LLC6,405$157.1 萬
Great Point Wealth Advisors, LLC5,665$139.0 萬
Nova Wealth Management, Inc.4,720$115.8 萬
Caas Capital Management LP4,175$102.4 萬
Safeguard Financial, LLC4,107$100.7 萬
BluePointe Capital Management, LLC3,858$94.6 萬
Griffith & Werner, Inc.3,670$90.0 萬
Mission Financial Group, LLC2,999$88.2 萬
Cyrus J. Lawrence, LLC3,456$84.7 萬
Cable Hill Partners, LLC3,343$81.8 萬
Permanent Capital Management, LP3,151$77.3 萬
Concorde Asset Management, LLC3,268$76.9 萬
Bright Futures Wealth Management, LLC.2,980$68.2 萬
Henderson Brothers Financial Partners, LLC2,090$67.3 萬
Heritage Wealth Partners, LLC2,679$65.7 萬
Lane & Associates LLC2,640$64.8 萬
Wolf Group Capital Advisors2,609$64.0 萬
Coordinated Financial Services, Inc.2,451$60.1 萬
Noble Wealth Management PBC1,959$48.1 萬
Rappaport Reiches Capital Management, LLC1,655$40.6 萬
Greenspring Advisors, LLC1,342$32.9 萬
US Financial Advisors, LLC1,335$32.7 萬
Veridan Wealth LLC1,078$26.4 萬
Wade Financial Advisory, Inc1,010$24.8 萬
Members Wealth LLC929$22.8 萬
Financial Network Wealth Management LLC709$17.3 萬
Davis Capital Management530$13.0 萬
Sofos Investments, Inc.289$7.09 萬
Grayhawk Investment Strategies Inc.222$5.45 萬
Tanaka Capital Management Inc217$5.30 萬
Collier Financial189$4.64 萬