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 5,157 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 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
- 4,753
- 較 2025 年第 1 季 +144 家
- 持有股數
- 20.1 億
- 較 2025 年第 1 季 −77.5 萬 (0.0%)
- 總市值
- $5,824 億
- 較 2025 年第 1 季 +$891.1 億 (+18.1%)
- 新進機構
- 249
- 另有 2,030 家加碼
- 清倉機構
- 105
- 另有 2,013 家減碼
另有 71 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 | 5,157 | $6,437 億 |
| 2026 年第 1 季 | 5,103 | $5,721 億 |
| 2025 年第 4 季 | 5,155 | $6,395 億 |
| 2025 年第 3 季 | 4,766 | $6,180 億 |
| 2025 年第 2 季 | 4,753 | $5,824 億 |
| 2025 年第 1 季 | 4,680 | $4,946 億 |
| 2024 年第 4 季 | 4,680 | $4,900 億 |
| 2024 年第 3 季 | 4,216 | $4,294 億 |
| 2024 年第 2 季 | 4,182 | $4,162 億 |
| 2024 年第 1 季 | 4,121 | $4,145 億 |
| 2023 年第 4 季 | 4,002 | $3,518 億 |
| 2023 年第 3 季 | 3,711 | $2,970 億 |
| 2023 年第 2 季 | 3,673 | $2,976 億 |
| 2023 年第 1 季 | 3,613 | $2,663 億 |
| 2022 年第 4 季 | 3,629 | $2,783 億 |
| 2022 年第 3 季 | 3,396 | $2,129 億 |
| 2022 年第 2 季 | 3,428 | $2,293 億 |
| 2022 年第 1 季 | 3,520 | $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 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 |
|---|---|---|---|---|---|
| Kaizen Financial Strategies | 2,374 | $68.8 萬 | 0.35% | +313+15.2% | 加碼 |
| Pin Oak Investment Advisors Inc | 2,814 | $69.0 萬 | 0.58% | −252−8.2% | 減碼 |
| Nalls Sherbakoff Group, LLC | 2,383 | $69.1 萬 | 0.50% | +242+11.3% | 加碼 |
| Wallace Capital Management Inc. | 2,383 | $69.1 萬 | 0.09% | −100−4.0% | 減碼 |
| Engineers Gate Manager LP | 2,391 | $69.3 萬 | 0.01% | −15,589−86.7% | 減碼 |
| Jackson Thornton Asset Management, LLC | 2,452 | $69.3 萬 | 0.08% | −731−23.0% | 減碼 |
| Silver Coast Investments LLC | 2,393 | $69.4 萬 | 0.25% | −121−4.8% | 減碼 |
| Beckerman Institutional, LLC | 2,401 | $69.6 萬 | 0.46% | −100−4.0% | 減碼 |
| Patrick Mauro Investment Advisor, INC. | 2,748 | $69.7 萬 | 0.39% | +2,748 | 新進 |
| Horizon Kinetics Asset Management LLC | 2,405 | $69.7 萬 | 0.01% | −510−17.5% | 減碼 |
| Wise Wealth Partners | 2,415 | $70.0 萬 | 1.17% | +950+64.8% | 加碼 |
| Sequent Asset Management, LLC | 2,417 | $70.1 萬 | 0.56% | +10.0% | 加碼 |
| BlueChip Wealth Advisors LLC | 2,418 | $70.1 萬 | 0.31% | +55+2.3% | 加碼 |
| Jacobs & Co | 2,424 | $70.2 萬 | 0.07% | 00.0% | 不變 |
| Prospera Capital Management, LLC | 2,422 | $70.2 萬 | 0.39% | +76+3.2% | 加碼 |
| Gentry Private Wealth, LLC | 2,423 | $70.2 萬 | 0.54% | +16+0.7% | 加碼 |
| Reston Wealth Management LLC | 2,423 | $70.3 萬 | 0.25% | +136+5.9% | 加碼 |
| Prelude Capital Management, LLC | 2,424 | $70.3 萬 | 0.07% | −1,037−30.0% | 減碼 |
| Rockbridge Capital Management LLC | 2,424 | $70.3 萬 | 0.40% | 00.0% | 不變 |
| Symmetry Partners, LLC | 2,425 | $70.3 萬 | 0.09% | +544+28.9% | 加碼 |
| Bernardo Wealth Planning LLC | 2,427 | $70.4 萬 | 0.15% | +74+3.1% | 加碼 |
| Clay Northam Wealth Management, LLC | 2,437 | $70.7 萬 | 0.45% | +40+1.7% | 加碼 |
| Bruce G. Allen Investments, LLC | 2,438 | $70.7 萬 | 0.54% | +56+2.4% | 加碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,881 | $70.7 萬 | 0.40% | 00.0% | 不變 |
| Intergy Private Wealth, LLC | 2,439 | $70.7 萬 | 0.24% | +97+4.1% | 加碼 |
| Inspire Advisors, LLC | 2,441 | $70.8 萬 | 0.07% | +399+19.5% | 加碼 |
| Boreal Capital Management LLC | 2,441 | $70.8 萬 | 0.58% | +2,441 | 新進 |
| Covey Capital Advisors, LLC | 2,450 | $71.0 萬 | 0.76% | 00.0% | 不變 |
| Squire Investment Management Company, LLC | 2,465 | $71.5 萬 | 0.26% | +10+0.4% | 加碼 |
| Amussen Hunsaker Associates LLC | 2,468 | $71.5 萬 | 0.08% | −572−18.8% | 減碼 |
| CMG Global Holdings, LLC | 2,400 | $71.6 萬 | 0.38% | −71−2.9% | 減碼 |
| Catalina Capital Group, LLC | 2,470 | $71.6 萬 | 0.49% | −926−27.3% | 減碼 |
| Lionshead Wealth Management, LLC | 2,471 | $71.6 萬 | 0.66% | +31+1.3% | 加碼 |
| Wealthstar Advisors, LLC | 2,475 | $71.8 萬 | 0.27% | −153−5.8% | 減碼 |
| Tactive Advisors, LLC | 2,477 | $71.8 萬 | 0.23% | +2,477 | 新進 |
| Walker Asset Management, LLC | 2,477 | $71.8 萬 | 0.41% | +14+0.6% | 加碼 |
| West Wealth Group, LLC | 2,466 | $71.9 萬 | 0.18% | +440+21.7% | 加碼 |
| Rockbridge Investment Management, LCC | 2,487 | $72.1 萬 | 0.08% | −22−0.9% | 減碼 |
| Heritage Financial Services, LLC | 2,489 | $72.2 萬 | 0.07% | −92−3.6% | 減碼 |
| Roble, Belko & Company, Inc | 2,490 | $72.2 萬 | 0.11% | +158+6.8% | 加碼 |
| Arnhold LLC | 2,492 | $72.2 萬 | 0.07% | 00.0% | 不變 |
| Coordinated Financial Services, Inc. | 2,495 | $72.3 萬 | 0.50% | +2,495 | 新進 |
| Cahaba Wealth Management, Inc. | 2,500 | $72.5 萬 | 0.06% | −115−4.4% | 減碼 |
| Corundum Trust Company, INC | 2,504 | $72.6 萬 | 1.92% | −10.0% | 減碼 |
| AXS Investments LLC | 2,508 | $72.7 萬 | 0.30% | −532−17.5% | 減碼 |
| Centerline Wealth Advisors, LLC | 2,515 | $72.9 萬 | 0.36% | −41−1.6% | 減碼 |
| Burton Enright Welch | 2,515 | $72.9 萬 | 0.13% | +515+25.8% | 加碼 |
| Reliant Investment Partners, LLC | 2,520 | $73.1 萬 | 0.64% | −77−3.0% | 減碼 |
| Strive Asset Management, LLC | 2,521 | $73.1 萬 | 0.44% | −1,032−29.0% | 減碼 |
| Nicholson Wealth Management Group, LLC | 2,522 | $73.1 萬 | 0.45% | +46+1.9% | 加碼 |
| Plum Street Advisors, LLC | 2,522 | $73.1 萬 | 0.32% | +89+3.7% | 加碼 |
| Pitti Group Wealth Management, LLC | 2,524 | $73.2 萬 | 0.63% | +22+0.9% | 加碼 |
| FDx Advisors, Inc. | 2,525 | $73.2 萬 | 0.22% | −13−0.5% | 減碼 |
| Asset Planning,Inc | 2,527 | $73.3 萬 | 0.55% | −28−1.1% | 減碼 |
| SNS Financial Group, LLC | 2,528 | $73.3 萬 | 0.07% | +23+0.9% | 加碼 |
| America First Investment Advisors, LLC | 2,529 | $73.3 萬 | 0.15% | −9−0.4% | 減碼 |
| Dupree Financial Group, LLC | 2,539 | $73.6 萬 | 0.29% | 00.0% | 不變 |
| Obsidian Personal Planning Solutions LLC | 2,540 | $73.6 萬 | 0.30% | 00.0% | 不變 |
| Planning Alternatives Ltd | 2,551 | $74.0 萬 | 0.10% | +1,575+161.4% | 加碼 |
| RAM Investment Partners, LLC | 2,555 | $74.1 萬 | 0.16% | +994+63.7% | 加碼 |
| Sloy Dahl & Holst, LLC | 2,564 | $74.3 萬 | 0.10% | −55−2.1% | 減碼 |
| Bender Robert & Associates | 2,570 | $74.5 萬 | 0.17% | −4−0.2% | 減碼 |
| First Affirmative Financial Network | 2,570 | $74.5 萬 | 0.38% | −105−3.9% | 減碼 |
| Madden Securities Corp | 2,571 | $74.5 萬 | 0.25% | −37−1.4% | 減碼 |
| Client 1st Advisory Group, LLC | 2,573 | $74.6 萬 | 0.27% | +101+4.1% | 加碼 |
| ESL Trust Services, LLC | 2,573 | $74.6 萬 | 0.15% | −67−2.5% | 減碼 |
| Gitterman Wealth Management, LLC | 2,578 | $74.7 萬 | 0.17% | +1,010+64.4% | 加碼 |
| ICW Investment Advisors LLC | 2,579 | $74.8 萬 | 0.30% | +10.0% | 加碼 |
| Penn Davis McFarland Inc | 2,580 | $74.8 萬 | 0.08% | 00.0% | 不變 |
| Prospect Financial Group LLC | 2,585 | $74.9 萬 | 0.78% | −19−0.7% | 減碼 |
| Hollow Brook Wealth Management LLC | 2,592 | $75.1 萬 | 0.22% | +4+0.2% | 加碼 |
| Pine Harbor Wealth Management, LLC | 2,593 | $75.2 萬 | 0.26% | +63+2.5% | 加碼 |
| Moody Aldrich Partners LLC | 2,593 | $75.2 萬 | 0.15% | 00.0% | 不變 |
| Tuttle Tactical Management | 2,594 | $75.2 萬 | 3.11% | +336+14.9% | 加碼 |
| Balentine LLC | 2,601 | $75.4 萬 | 0.03% | +196+8.1% | 加碼 |
| Compass Capital Corp | 2,597 | $75.4 萬 | 0.36% | +84+3.3% | 加碼 |
| Basepoint Wealth LLC | 2,609 | $75.6 萬 | 0.58% | −162−5.8% | 減碼 |
| Values Added Financial LLC | 2,615 | $75.8 萬 | 0.37% | +258+10.9% | 加碼 |
| Tarbox Family Office, Inc. | 2,623 | $76.0 萬 | 0.11% | −10.0% | 減碼 |
| Swisher Financial Concepts, Inc. | 2,634 | $76.4 萬 | 0.49% | −101−3.7% | 減碼 |
| Wedge Capital Management L L P | 2,635 | $76.4 萬 | 0.01% | −1,657−38.6% | 減碼 |
| Western Financial Corp | 2,642 | $76.6 萬 | 0.41% | +38+1.5% | 加碼 |
| Fortress Financial Group, LLC | 2,648 | $76.8 萬 | 0.65% | +84+3.3% | 加碼 |
| Goepper Burkhardt LLC | 2,652 | $76.9 萬 | 0.28% | +38+1.5% | 加碼 |
| Cherrydale Wealth Management, LLC | 2,653 | $76.9 萬 | 0.27% | +15+0.6% | 加碼 |
| Reuter James Wealth Management, LLC | 2,655 | $77.0 萬 | 0.12% | −100−3.6% | 減碼 |
| Morse Asset Management, Inc | 2,657 | $77.0 萬 | 0.17% | +88+3.4% | 加碼 |
| HC Advisors, LLC | 2,661 | $77.2 萬 | 0.54% | −207−7.2% | 減碼 |
| Teza Capital Management LLC | 2,662 | $77.2 萬 | 0.58% | −15,819−85.6% | 減碼 |
| Melfa Wealth Management, LLC | 2,666 | $77.3 萬 | 0.49% | −75−2.7% | 減碼 |
| Tucker Asset Management LLC | 2,669 | $77.4 萬 | 0.25% | +261+10.8% | 加碼 |
| Detalus Advisors, LLC | 2,672 | $77.5 萬 | 0.22% | +21+0.8% | 加碼 |
| Financial Security Advisor, Inc. | 2,673 | $77.5 萬 | 0.18% | +180+7.2% | 加碼 |
| Fedenia Advisers LLC | 2,674 | $77.5 萬 | 0.37% | +337+14.4% | 加碼 |
| Riverview Capital Advisers, LLC | 2,674 | $77.5 萬 | 0.22% | 00.0% | 不變 |
| Islay Capital Management, LLC | 2,675 | $77.6 萬 | 0.50% | −223−7.7% | 減碼 |
| Hamilton Capital, LLC | 2,676 | $77.6 萬 | 0.04% | +152+6.0% | 加碼 |
| Davies Financial Advisors, Inc. | 2,680 | $77.7 萬 | 0.60% | −59−2.2% | 減碼 |
| Accelerate Investment Advisors LLC | 2,697 | $78.2 萬 | 0.58% | +130+5.1% | 加碼 |
| Cowa, LLC | 2,702 | $78.3 萬 | 0.30% | +694+34.6% | 加碼 |