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
- 4,752
- 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 2,012 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 |
|---|---|---|---|---|---|
| Pacific Center for Financial Services | 3,364 | $97.5 萬 | 0.26% | +10+0.3% | 加碼 |
| Charter Capital Management, LLC | 3,369 | $97.7 萬 | 0.57% | +3,369 | 新進 |
| Laraway Financial Inc | 3,373 | $97.8 萬 | 0.74% | 00.0% | 不變 |
| OneAscent Wealth Management LLC | 3,372 | $97.8 萬 | 0.36% | +202+6.4% | 加碼 |
| Ackerman Capital Advisors, LLC | 3,377 | $97.9 萬 | 0.23% | +71+2.1% | 加碼 |
| Cape Investment Advisory, Inc. | 3,379 | $98.0 萬 | 0.36% | −512−13.2% | 減碼 |
| Vance Wealth, Inc. | 3,390 | $98.3 萬 | 0.33% | +39+1.2% | 加碼 |
| A. D. Beadell Investment Counsel, Inc. | 3,397 | $98.4 萬 | 0.75% | +92+2.8% | 加碼 |
| Quantum Private Wealth, LLC | 3,411 | $98.9 萬 | 0.32% | 00.0% | 不變 |
| EdgeRock Capital LLC | 3,411 | $99.0 萬 | 0.31% | +206+6.4% | 加碼 |
| North Forty Two & Co. | 3,414 | $99.0 萬 | 1.05% | −83−2.4% | 減碼 |
| Bellevue Asset Management, LLC | 3,416 | $99.1 萬 | 0.48% | +11+0.3% | 加碼 |
| Collective Family Office LLC | 3,431 | $99.5 萬 | 0.26% | −498−12.7% | 減碼 |
| Long Road Investment Counsel, LLC | 3,432 | $99.5 萬 | 0.37% | 00.0% | 不變 |
| Gouws Capital LLC | 3,433 | $99.5 萬 | 0.61% | 00.0% | 不變 |
| Illumine Investment Management, LLC | 3,441 | $99.8 萬 | 0.79% | 00.0% | 不變 |
| Buttonwood Financial Advisors Inc. | 3,447 | $99.9 萬 | 0.40% | −931−21.3% | 減碼 |
| Oberweis Asset Management Inc | 3,450 | $100.0 萬 | 0.04% | −68−1.9% | 減碼 |
| City National Bank of Florida | 3,451 | $100.0 萬 | 0.73% | +294+9.3% | 加碼 |
| Tanager Wealth Management LLP | 3,451 | $100.0 萬 | 0.12% | −359−9.4% | 減碼 |
| McCarthy & Cox | 3,451 | $100.1 萬 | 0.26% | −181−5.0% | 減碼 |
| BlueSky Wealth Advisors, LLC | 3,458 | $100.3 萬 | 0.15% | −310−8.2% | 減碼 |
| Lifeworks Advisors, LLC | 3,459 | $100.3 萬 | 0.15% | −759−18.0% | 減碼 |
| Abound Wealth Management | 3,466 | $100.5 萬 | 0.28% | +162+4.9% | 加碼 |
| Persium Advisors, LLC | 3,466 | $100.5 萬 | 0.83% | +119+3.6% | 加碼 |
| Sierra Capital LLC | 3,471 | $100.6 萬 | 0.12% | 00.0% | 不變 |
| Willow Creek Wealth Management Inc. | 3,475 | $100.8 萬 | 0.09% | +71+2.1% | 加碼 |
| Whelan Financial | 3,476 | $100.8 萬 | 0.36% | +8+0.2% | 加碼 |
| Firestone Capital Management | 3,481 | $100.9 萬 | 0.24% | −18−0.5% | 減碼 |
| TCFG Wealth Management, LLC | 3,482 | $100.9 萬 | 0.46% | −93−2.6% | 減碼 |
| Smith Anglin Financial, LLC | 3,485 | $101.0 萬 | 0.09% | −603−14.8% | 減碼 |
| ORG Partners LLC | 3,480 | $101.1 萬 | 0.22% | −45−1.3% | 減碼 |
| Maltin Wealth Management, Inc. | 3,489 | $101.1 萬 | 0.46% | −480−12.1% | 減碼 |
| Rede Wealth, LLC | 3,491 | $101.2 萬 | 0.37% | −18−0.5% | 減碼 |
| WJ Interests, LLC | 3,498 | $101.4 萬 | 0.43% | 00.0% | 不變 |
| Postrock Partners LLC | 3,502 | $101.5 萬 | 0.49% | +140+4.2% | 加碼 |
| Dock Street Asset Management Inc | 3,505 | $101.6 萬 | 0.10% | −14,941−81.0% | 減碼 |
| Hourglass Capital, LLC | 3,506 | $101.6 萬 | 0.25% | 00.0% | 不變 |
| Motive Wealth Advisors | 3,511 | $101.8 萬 | 0.46% | +328+10.3% | 加碼 |
| Warwick Investment Management, Inc. | 3,516 | $101.9 萬 | 0.20% | +37+1.1% | 加碼 |
| Investor's Fiduciary Advisor Network, LLC | 3,519 | $102.0 萬 | 0.38% | +67+1.9% | 加碼 |
| Compass Ion Advisors, LLC | 3,524 | $102.2 萬 | 0.11% | +19+0.5% | 加碼 |
| Center For Asset Management LLC | 4,270 | $102.2 萬 | 0.63% | −55−1.3% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 3,529 | $102.3 萬 | 0.00% | 00.0% | 不變 |
| BankPlus Wealth Management LLC | 3,536 | $102.5 萬 | 0.68% | +100+2.9% | 加碼 |
| Coastwise Capital Group, LLC | 3,538 | $102.6 萬 | 0.82% | +128+3.8% | 加碼 |
| Blue Rock Wealth Management LLC | 3,559 | $102.6 萬 | 0.71% | 00.0% | 不變 |
| Presidio Capital Management, LLC | 3,559 | $103.2 萬 | 0.40% | +1,105+45.0% | 加碼 |
| Magnolia Capital Management Ltd | 3,575 | $103.6 萬 | 0.83% | 00.0% | 不變 |
| SilverOak Wealth Management LLC | 3,576 | $103.7 萬 | 0.19% | +574+19.1% | 加碼 |
| American Capital Advisory, LLC | 3,582 | $103.8 萬 | 0.52% | −113−3.1% | 減碼 |
| BridgePort Financial Solutions, LLC | 3,583 | $103.9 萬 | 0.35% | +106+3.0% | 加碼 |
| Joule Financial, LLC | 3,587 | $104.0 萬 | 0.34% | −38−1.0% | 減碼 |
| Stonekeep Investments, LLC | 3,595 | $104.2 萬 | 0.70% | +5+0.1% | 加碼 |
| Cyr Financial Inc. | 3,599 | $104.3 萬 | 0.81% | +879+32.3% | 加碼 |
| Summa Corp. | 3,600 | $104.4 萬 | 0.54% | −400−10.0% | 減碼 |
| Humankind Investments LLC | 3,604 | $104.5 萬 | 0.25% | −578−13.8% | 減碼 |
| Grey Fox Wealth Advisors, LLC | 3,607 | $104.6 萬 | 0.25% | −12−0.3% | 減碼 |
| Henrickson Nauta Wealth Advisors, Inc. | 3,607 | $104.6 萬 | 0.36% | +102+2.9% | 加碼 |
| Tranquilli Financial Advisor LLC | 3,609 | $104.6 萬 | 0.65% | −211−5.5% | 減碼 |
| Cascade Financial Partners, LLC | 3,612 | $104.7 萬 | 0.13% | +450+14.2% | 加碼 |
| Grant Private Wealth Management Inc | 3,619 | $104.9 萬 | 0.59% | −3,746−50.9% | 減碼 |
| Koss-Olinger Consulting, LLC | 3,627 | $105.2 萬 | 0.09% | −107−2.9% | 減碼 |
| Flagship Wealth Advisors, LLC | 3,637 | $105.4 萬 | 0.40% | +25+0.7% | 加碼 |
| MBE Wealth Management, LLC | 3,638 | $105.5 萬 | 0.46% | +124+3.5% | 加碼 |
| Blue Bell Private Wealth Management, LLC | 3,647 | $105.7 萬 | 0.18% | +866+31.1% | 加碼 |
| Wealthcare Capital Partners, LLC | 3,655 | $106.0 萬 | 0.53% | +174+5.0% | 加碼 |
| Rational Advisors LLC | 3,658 | $106.0 萬 | 0.11% | +883+31.8% | 加碼 |
| Rise Advisors, LLC | 3,662 | $106.2 萬 | 0.42% | +211+6.1% | 加碼 |
| Planning Center, Inc. | 3,674 | $106.5 萬 | 0.12% | −946−20.5% | 減碼 |
| North Capital, Inc. | 3,677 | $106.6 萬 | 0.92% | +11+0.3% | 加碼 |
| 1776 Wealth LLC | 3,679 | $106.7 萬 | 0.44% | +25+0.7% | 加碼 |
| Semus Wealth Partners LLC | 3,683 | $106.8 萬 | 0.69% | +19+0.5% | 加碼 |
| Santori & Peters | 3,684 | $106.8 萬 | 0.39% | +10+0.3% | 加碼 |
| Invenio Wealth Partners LLC | 3,687 | $106.9 萬 | 0.42% | +105+2.9% | 加碼 |
| Inceptionr LLC | 3,688 | $106.9 萬 | 0.25% | +3,688 | 新進 |
| Clark & Stuart, Inc | 3,689 | $106.9 萬 | 0.81% | +3,689 | 新進 |
| BluePath Capital Management, LLC | 3,695 | $107.1 萬 | 0.94% | +29+0.8% | 加碼 |
| Ellevest, Inc. | 3,697 | $107.2 萬 | 0.17% | −188−4.8% | 減碼 |
| Dougherty Wealth Advisers LLC | 3,699 | $107.2 萬 | 0.71% | 00.0% | 不變 |
| Hibernia Wealth Partners, LLC | 3,697 | $107.2 萬 | 0.39% | +2,642+250.4% | 加碼 |
| Per Stirling Capital Management, LLC. | 3,702 | $107.3 萬 | 0.14% | +5+0.1% | 加碼 |
| Mayfair Advisory Group, LLC | 3,718 | $107.4 萬 | 0.51% | −21−0.6% | 減碼 |
| KDT Advisors, LLC | 3,712 | $107.6 萬 | 1.74% | 00.0% | 不變 |
| NCP Inc. | 3,718 | $107.8 萬 | 1.02% | +76+2.1% | 加碼 |
| von Borstel & Associates, Inc. | 3,666 | $107.8 萬 | 0.28% | +33+0.9% | 加碼 |
| Holland Advisory Services, Inc. | 3,721 | $107.9 萬 | 1.58% | +2+0.1% | 加碼 |
| Howard Wealth Management, LLC | 3,730 | $108.1 萬 | 0.55% | −33−0.9% | 減碼 |
| Tripletail Wealth Management, LLC | 3,731 | $108.2 萬 | 1.55% | +3,731 | 新進 |
| Renaissance Group LLC | 3,740 | $108.4 萬 | 0.04% | −761−16.9% | 減碼 |
| Watershed Private Wealth LLC | 3,741 | $108.5 萬 | 0.39% | −90−2.3% | 減碼 |
| Plan A Wealth LLC | 3,743 | $108.5 萬 | 0.62% | −57−1.5% | 減碼 |
| Port Capital LLC | 3,756 | $108.9 萬 | 0.05% | −350−8.5% | 減碼 |
| Galibier Capital Management Ltd. | 3,760 | $109.0 萬 | 0.33% | 00.0% | 不變 |
| BLI - Banque de Luxembourg Investments | 3,800 | $109.1 萬 | 0.03% | 00.0% | 不變 |
| Millennium Capital Advisors, LLC | 3,763 | $109.1 萬 | 0.73% | +167+4.6% | 加碼 |
| Disciplined Equity Management, Inc. | 3,763 | $109.1 萬 | 0.64% | 00.0% | 不變 |
| Arkfeld Wealth Strategies, L.L.C. | 3,743 | $109.3 萬 | 0.43% | +17+0.5% | 加碼 |
| Flagstone Financial Management | 3,781 | $109.6 萬 | 0.31% | 00.0% | 不變 |
| Horizon Bancorp Inc | 3,790 | $109.9 萬 | 0.55% | +1,290+51.6% | 加碼 |