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 |
|---|---|---|---|---|---|
| Altshuler Shaham Ltd | 3,000 | $87.0 萬 | 0.03% | 00.0% | 不變 |
| BOCHK Asset Management Ltd | 3,000 | $87.0 萬 | 0.25% | +2,000+200.0% | 加碼 |
| DecisionMap Wealth Management, LLC | 3,007 | $87.2 萬 | 0.60% | +50+1.7% | 加碼 |
| Global Assets Advisory, LLC | 3,003 | $87.2 萬 | 0.34% | +810+36.9% | 加碼 |
| Elios Financial Group Inc. | 3,012 | $87.3 萬 | 0.40% | +3+0.1% | 加碼 |
| Isthmus Partners, LLC | 3,013 | $87.3 萬 | 0.10% | +596+24.7% | 加碼 |
| Allen Wealth Management, LLC | 3,016 | $87.4 萬 | 0.61% | −100−3.2% | 減碼 |
| Allium Financial Advisors, LLC | 3,027 | $87.8 萬 | 0.76% | −30−1.0% | 減碼 |
| Paragon Capital Management Ltd | 3,028 | $87.8 萬 | 0.16% | −60−1.9% | 減碼 |
| Summitry LLC | 3,029 | $87.8 萬 | 0.04% | +190+6.7% | 加碼 |
| Hughes Financial Services, LLC | 3,017 | $87.9 萬 | 0.15% | +14+0.5% | 加碼 |
| Youngs Advisory Group, Inc. | 3,037 | $88.1 萬 | 0.33% | 00.0% | 不變 |
| Alpha Advisors, LLC | 3,046 | $88.3 萬 | 0.76% | +114+3.9% | 加碼 |
| Pennington Partners & Co., LLC | 3,048 | $88.4 萬 | 0.47% | −161−5.0% | 減碼 |
| Aletheian Wealth Advisors LLC | 3,053 | $88.5 萬 | 0.44% | −131−4.1% | 減碼 |
| BCS Wealth Management | 3,056 | $88.6 萬 | 0.19% | +783+34.4% | 加碼 |
| Investmark Advisory Group LLC | 3,059 | $88.7 萬 | 0.42% | +8+0.3% | 加碼 |
| denkapparat Operations GmbH | 3,066 | $88.9 萬 | 0.71% | 00.0% | 不變 |
| Absolute Capital Management, LLC | 3,066 | $88.9 萬 | 0.45% | +9+0.3% | 加碼 |
| Ring Mountain Capital, LLC | 3,053 | $88.9 萬 | 0.54% | +45+1.5% | 加碼 |
| North Point Portfolio Managers Corp | 3,069 | $89.0 萬 | 0.15% | 00.0% | 不變 |
| OneAscent Investment Solutions LLC | 3,072 | $89.1 萬 | 0.95% | −146−4.5% | 減碼 |
| Harvest Fund Management Co., Ltd | 3,076 | $89.1 萬 | 0.04% | 00.0% | 不變 |
| Magnolia Private Wealth, LLC | 3,075 | $89.1 萬 | 0.69% | −27−0.9% | 減碼 |
| WealthTrust Asset Management, LLC | 3,076 | $89.2 萬 | 0.67% | −608−16.5% | 減碼 |
| LongView Wealth Management | 3,079 | $89.3 萬 | 0.27% | −274−8.2% | 減碼 |
| Tacita Capital Inc | 3,087 | $89.5 萬 | 0.58% | +580+23.1% | 加碼 |
| Atala Financial Inc | 3,088 | $89.5 萬 | 0.62% | 00.0% | 不變 |
| TruNorth Capital Management, LLC | 3,095 | $89.7 萬 | 0.20% | −564−15.4% | 減碼 |
| Washburn Capital Management, Inc. | 3,095 | $89.7 萬 | 0.53% | +545+21.4% | 加碼 |
| Virtus ETF Advisers LLC | 3,095 | $89.7 萬 | 0.55% | +856+38.2% | 加碼 |
| Meridian Financial, LLC | 3,095 | $89.7 萬 | 0.58% | 00.0% | 不變 |
| KFA Private Wealth Group, LLC | 3,098 | $89.8 萬 | 0.28% | +253+8.9% | 加碼 |
| Copley Financial Group, Inc. | 3,100 | $89.9 萬 | 0.67% | −178−5.4% | 減碼 |
| Cohen & Steers, Inc. | 3,100 | $89.9 萬 | 0.00% | −900−22.5% | 減碼 |
| Clearview Wealth Advisors LLC | 3,103 | $90.0 萬 | 0.63% | +10.0% | 加碼 |
| Elwood & Goetz Wealth Advisory Group, LLC | 3,111 | $90.2 萬 | 0.19% | +638+25.8% | 加碼 |
| Ruggaard & Associates LLC | 3,123 | $90.5 萬 | 0.36% | −95−3.0% | 減碼 |
| HTG Investment Advisors, Inc. | 3,130 | $90.7 萬 | 0.34% | −118−3.6% | 減碼 |
| Burkett Financial Services, LLC | 3,135 | $90.9 萬 | 0.33% | −33−1.0% | 減碼 |
| J. L. Bainbridge & Co., Inc. | 3,138 | $91.0 萬 | 0.08% | −2−0.1% | 減碼 |
| Arbor Wealth Advisors LLC | 3,138 | $91.0 萬 | 0.74% | −15−0.5% | 減碼 |
| Trust Co of Oklahoma | 3,138 | $91.0 萬 | 0.29% | +749+31.4% | 加碼 |
| Pullen Investment Management, LLC | 3,144 | $91.1 萬 | 0.55% | −19−0.6% | 減碼 |
| Holcombe Financial, Inc. | 3,147 | $91.2 萬 | 0.69% | 00.0% | 不變 |
| Riversedge Advisors, LLC | 3,150 | $91.3 萬 | 0.18% | +239+8.2% | 加碼 |
| Mogy Joel R Investment Counsel Inc | 3,151 | $91.4 萬 | 0.05% | 00.0% | 不變 |
| Ironwood Investment Management LLC | 3,154 | $91.4 萬 | 0.44% | 00.0% | 不變 |
| Y-Intercept (Hong Kong) Ltd | 3,160 | $91.6 萬 | 0.02% | +968+44.2% | 加碼 |
| Clune & Associates, Ltd. | 3,162 | $91.7 萬 | 0.25% | +532+20.2% | 加碼 |
| Cherry Tree Wealth Management, LLC | 3,164 | $91.7 萬 | 0.21% | −78−2.4% | 減碼 |
| Lockerman Financial Group, Inc. | 3,170 | $91.9 萬 | 1.24% | −23−0.7% | 減碼 |
| LeConte Wealth Management, LLC | 3,190 | $92.5 萬 | 0.63% | +1,307+69.4% | 加碼 |
| SP Asset Management LLC | 3,190 | $92.5 萬 | 0.08% | +54+1.7% | 加碼 |
| Harrington Investments, INC | 3,196 | $92.7 萬 | 0.49% | 00.0% | 不變 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 3,200 | $92.8 萬 | 0.26% | +190+6.3% | 加碼 |
| Wealth Advisors of Iowa, LLC | 3,200 | $92.8 萬 | 0.35% | +101+3.3% | 加碼 |
| Weaver Consulting Group | 3,204 | $92.9 萬 | 0.26% | +30+0.9% | 加碼 |
| Greenberg Financial Group | 2,839 | $92.9 萬 | 0.35% | −50−1.7% | 減碼 |
| Capital Advantage, Inc. | 3,209 | $93.0 萬 | 0.15% | −159−4.7% | 減碼 |
| Wolff Financial Management LLC | 3,212 | $93.1 萬 | 0.24% | +3+0.1% | 加碼 |
| Wealthgarden F.S. LLC | 3,144 | $93.1 萬 | 0.77% | +3+0.1% | 加碼 |
| WestHill Financial Advisors, Inc. | 3,216 | $93.2 萬 | 0.20% | +31+1.0% | 加碼 |
| Truepoint, Inc. | 3,226 | $93.5 萬 | 0.02% | +753+30.4% | 加碼 |
| Silver Lake Advisory, LLC | 3,228 | $93.6 萬 | 0.40% | +131+4.2% | 加碼 |
| Montis Financial, LLC | 3,233 | $93.7 萬 | 0.26% | −245−7.0% | 減碼 |
| Prosperity Wealth Management, Inc. | 3,239 | $93.9 萬 | 0.35% | −186−5.4% | 減碼 |
| Wallace Advisory Group, LLC | 3,837 | $94.1 萬 | 0.68% | −290−7.0% | 減碼 |
| Cooper/Haims Advisors, LLC | 3,261 | $94.5 萬 | 0.47% | +213+7.0% | 加碼 |
| Acorn Creek Capital LLC | 3,262 | $94.6 萬 | 0.39% | +42+1.3% | 加碼 |
| Creekside Partners | 3,263 | $94.6 萬 | 0.45% | 00.0% | 不變 |
| 1858 Wealth Management, LLC | 3,265 | $94.7 萬 | 0.70% | −141−4.1% | 減碼 |
| Ontario Teachers Pension Plan Board | 3,265 | $94.7 萬 | 0.02% | +312+10.6% | 加碼 |
| Archetype Wealth Partners | 3,269 | $94.8 萬 | 0.13% | +209+6.8% | 加碼 |
| RBA Wealth Management, LLC | 3,272 | $94.9 萬 | 0.35% | −33−1.0% | 減碼 |
| ZRC Wealth Management, LLC | 3,273 | $94.9 萬 | 0.37% | −14−0.4% | 減碼 |
| Financial Advisory Corp | 3,277 | $95.0 萬 | 0.29% | +187+6.1% | 加碼 |
| LifePlan Investment Advisors, Inc. | 3,279 | $95.1 萬 | 0.47% | +2,319+241.6% | 加碼 |
| Cascade Investment Advisors, Inc. | 3,283 | $95.2 萬 | 0.61% | 00.0% | 不變 |
| Alpha Zero LLC | 3,286 | $95.3 萬 | 0.62% | +44+1.4% | 加碼 |
| Puff Wealth Management, LLC | 3,288 | $95.3 萬 | 1.55% | +845+34.6% | 加碼 |
| Partners Wealth Management, LLC | 3,913 | $95.4 萬 | 1.09% | 00.0% | 不變 |
| Uniting Wealth Partners, LLC | 3,290 | $95.4 萬 | 0.37% | +145+4.6% | 加碼 |
| Capital Squared Financial LLC | 3,291 | $95.4 萬 | 1.11% | +3,291 | 新進 |
| First Community Trust NA | 3,292 | $95.4 萬 | 0.78% | 00.0% | 不變 |
| Insight 2811, Inc. | 3,292 | $95.4 萬 | 0.45% | +115+3.6% | 加碼 |
| Fairtree Asset Management (Pty) Ltd | 3,293 | $95.5 萬 | 0.72% | 00.0% | 不變 |
| Ehrlich Financial Group | 3,314 | $96.1 萬 | 0.62% | +103+3.2% | 加碼 |
| Reyes Financial Architecture, Inc. | 3,317 | $96.2 萬 | 0.83% | +828+33.3% | 加碼 |
| Old North State Wealth Management, LLC | 3,311 | $96.2 萬 | 0.50% | +300+10.0% | 加碼 |
| Fiducient Advisors LLC | 3,321 | $96.3 萬 | 0.12% | −2,932−46.9% | 減碼 |
| Mullooly Asset Management, Inc. | 3,321 | $96.3 萬 | 0.40% | +38+1.2% | 加碼 |
| Forefront Analytics, LLC | 3,321 | $96.3 萬 | 1.08% | −39−1.2% | 減碼 |
| IVC Wealth Advisors LLC | 3,327 | $96.5 萬 | 0.47% | +53+1.6% | 加碼 |
| Outlook Wealth Advisors, LLC | 3,331 | $96.6 萬 | 0.25% | +52+1.6% | 加碼 |
| Aua Capital Management, LLC | 3,341 | $96.9 萬 | 0.58% | 00.0% | 不變 |
| Firethorn Wealth Partners, LLC | 3,348 | $97.1 萬 | 0.42% | −44−1.3% | 減碼 |
| Glass Wealth Management Co LLC | 3,353 | $97.2 萬 | 0.52% | −174−4.9% | 減碼 |
| Bank & Trust Co | 3,357 | $97.3 萬 | 0.77% | −24−0.7% | 減碼 |
| KFG Wealth Management, LLC | 3,364 | $97.5 萬 | 0.16% | +237+7.6% | 加碼 |