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。
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 | 5,158 | $6,437 億 |
| 2026 年第 1 季 | 5,103 | $5,720 億 |
| 2025 年第 4 季 | 5,154 | $6,395 億 |
| 2025 年第 3 季 | 4,765 | $6,180 億 |
| 2025 年第 2 季 | 4,752 | $5,824 億 |
| 2025 年第 1 季 | 4,679 | $4,946 億 |
| 2024 年第 4 季 | 4,680 | $4,900 億 |
| 2024 年第 3 季 | 4,215 | $4,294 億 |
| 2024 年第 2 季 | 4,181 | $4,162 億 |
| 2024 年第 1 季 | 4,120 | $4,145 億 |
| 2023 年第 4 季 | 4,001 | $3,518 億 |
| 2023 年第 3 季 | 3,710 | $2,970 億 |
| 2023 年第 2 季 | 3,672 | $2,976 億 |
| 2023 年第 1 季 | 3,612 | $2,663 億 |
| 2022 年第 4 季 | 3,628 | $2,783 億 |
| 2022 年第 3 季 | 3,395 | $2,129 億 |
| 2022 年第 2 季 | 3,427 | $2,293 億 |
| 2022 年第 1 季 | 3,519 | $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 |
|---|---|---|---|---|---|
| William Mack & Associates, Inc. | 3,792 | $109.9 萬 | 0.70% | +102+2.8% | 加碼 |
| Litman Gregory Asset Management LLC | 3,795 | $110.0 萬 | 0.09% | +1,750+85.6% | 加碼 |
| Curtis Advisory Group, LLC | 3,800 | $110.2 萬 | 0.28% | +2,000+111.1% | 加碼 |
| Indie Asset Partners, LLC | 3,803 | $110.3 萬 | 2.01% | −504−11.7% | 減碼 |
| Advance Capital Management, Inc. | 3,804 | $110.3 萬 | 0.05% | −52−1.3% | 減碼 |
| Fox Run Management, L.L.C. | 3,811 | $110.5 萬 | 0.18% | −1,579−29.3% | 減碼 |
| Pacific Point Advisors, LLC | 3,823 | $110.8 萬 | 0.60% | 00.0% | 不變 |
| Accredited Wealth Management, LLC | 3,823 | $110.8 萬 | 0.90% | −300−7.3% | 減碼 |
| Opal Wealth Advisors, LLC | 3,824 | $110.9 萬 | 0.31% | +410+12.0% | 加碼 |
| Cultivar Capital, Inc. | 3,832 | $111.1 萬 | 0.80% | +1,632+74.2% | 加碼 |
| Cottonwood Capital Advisors, LLC | 3,837 | $111.2 萬 | 0.75% | +35+0.9% | 加碼 |
| Goldstream Capital Management Ltd | 3,841 | $111.4 萬 | 0.48% | 00.0% | 不變 |
| National Wealth Management Group, LLC | 3,845 | $111.5 萬 | 0.62% | +2,021+110.8% | 加碼 |
| LCM Capital Management Inc | 3,847 | $111.5 萬 | 0.58% | +36+0.9% | 加碼 |
| Mayport, LLC | 3,852 | $111.7 萬 | 0.27% | +36+0.9% | 加碼 |
| Hoxton Planning & Management, LLC | 3,879 | $112.5 萬 | 0.39% | +3+0.1% | 加碼 |
| Pine Haven Investment Counsel, Inc | 3,886 | $112.7 萬 | 0.89% | −146−3.6% | 減碼 |
| CJM Wealth Advisers, Ltd. | 3,889 | $112.7 萬 | 0.38% | +2+0.1% | 加碼 |
| Custom Index Systems, LLC | 3,889 | $112.7 萬 | 0.54% | −26−0.7% | 減碼 |
| Consilio Wealth Advisors, LLC | 3,941 | $113.1 萬 | 0.40% | +203+5.4% | 加碼 |
| Market Street Wealth Management Advisors LLC | 3,904 | $113.2 萬 | 0.18% | +587+17.7% | 加碼 |
| Balance Wealth, LLC | 3,906 | $113.2 萬 | 0.66% | +26+0.7% | 加碼 |
| Claudia M.P. Batlle, CRP (R) LLC | 3,911 | $113.4 萬 | 0.24% | +745+23.5% | 加碼 |
| Emerald Advisors, LLC | 3,913 | $113.4 萬 | 0.15% | +120+3.2% | 加碼 |
| Warren Street Wealth Advisors, LLC | 3,917 | $113.6 萬 | 0.38% | −24−0.6% | 減碼 |
| Total Investment Management Inc | 3,918 | $113.6 萬 | 0.16% | −8−0.2% | 減碼 |
| Hardin Capital Partners, LLC | 3,912 | $113.6 萬 | 0.67% | −198−4.8% | 減碼 |
| Wimmer Associates 1, LLC | 3,920 | $113.6 萬 | 0.58% | 00.0% | 不變 |
| Michael B. Yongue | 3,922 | $113.7 萬 | 0.86% | −182−4.4% | 減碼 |
| Riverview Trust Co | 3,936 | $114.1 萬 | 1.42% | −3,922−49.9% | 減碼 |
| Thomas Story & Son LLC | 3,940 | $114.2 萬 | 0.44% | 00.0% | 不變 |
| Ninepoint Partners LP | 3,946 | $114.4 萬 | 0.22% | +88+2.3% | 加碼 |
| One Day In July LLC | 3,954 | $114.6 萬 | 0.10% | +853+27.5% | 加碼 |
| Avantra Family Wealth, Inc. | 3,957 | $114.7 萬 | 0.95% | +63+1.6% | 加碼 |
| GGM Financials LLC | 3,961 | $114.8 萬 | 0.67% | +15+0.4% | 加碼 |
| NFP Retirement, Inc. | 3,962 | $114.9 萬 | 0.08% | −282−6.6% | 減碼 |
| Avalon Trust Co | 3,963 | $114.9 萬 | 0.08% | −419−9.6% | 減碼 |
| TSFG, LLC | 3,964 | $114.9 萬 | 0.21% | +69+1.8% | 加碼 |
| Tributary Capital Management, LLC | 3,975 | $115.2 萬 | 0.10% | −50−1.2% | 減碼 |
| Fiduciary Financial Group, LLC | 3,969 | $115.3 萬 | 0.21% | +156+4.1% | 加碼 |
| M3 Advisory Group, LLC | 3,980 | $115.4 萬 | 0.80% | +242+6.5% | 加碼 |
| Sterling Group Wealth Management, LLC | 3,984 | $115.5 萬 | 0.64% | +2+0.1% | 加碼 |
| Ardent Capital Management, Inc. | 3,986 | $115.6 萬 | 0.55% | 00.0% | 不變 |
| Harbor Group, Inc. | 3,991 | $115.7 萬 | 0.21% | +2+0.1% | 加碼 |
| Parsonex Advisory Services, Inc. | 3,995 | $115.8 萬 | 0.97% | +3,995 | 新進 |
| Shulman DeMeo Asset Management LLC | 3,996 | $115.8 萬 | 0.29% | −506−11.2% | 減碼 |
| NBZ Investment Advisors LLC | 3,999 | $115.9 萬 | 0.66% | −645−13.9% | 減碼 |
| Safeguard Investment Advisory Group, LLC | 4,003 | $116.0 萬 | 0.29% | −256−6.0% | 減碼 |
| Wendell David Associates Inc | 4,000 | $116.0 萬 | 0.12% | 00.0% | 不變 |
| GenWealth Group, Inc. | 4,005 | $116.1 萬 | 0.23% | +474+13.4% | 加碼 |
| Tillman Hartley LLC | 4,009 | $116.2 萬 | 0.33% | +230+6.1% | 加碼 |
| Ecofi Investissements SA | 4,050 | $116.5 萬 | 1.36% | −500−11.0% | 減碼 |
| Doheny Asset Management | 4,024 | $116.7 萬 | 0.82% | 00.0% | 不變 |
| Kingsman Wealth Management, Inc. | 4,027 | $116.8 萬 | 0.73% | −1,165−22.4% | 減碼 |
| Vista Capital Partners, Inc. | 4,032 | $116.9 萬 | 0.13% | +407+11.2% | 加碼 |
| Eagle Harbor Asset Management Inc | 4,038 | $117.1 萬 | 1.13% | −268−6.2% | 減碼 |
| Hopwood Financial Services, Inc. | 4,040 | $117.1 萬 | 0.92% | −124−3.0% | 減碼 |
| MFA Wealth Services | 4,043 | $117.2 萬 | 0.88% | +123+3.1% | 加碼 |
| Garrett Wealth Advisory Group, LLC | 4,044 | $117.2 萬 | 0.25% | +68+1.7% | 加碼 |
| Sykon Capital LLC | 4,049 | $117.4 萬 | 0.43% | +169+4.4% | 加碼 |
| Wealth Group, Ltd. | 4,052 | $117.5 萬 | 1.17% | −3,197−44.1% | 減碼 |
| Narus Financial Partners, LLC | 4,063 | $117.8 萬 | 0.37% | +6+0.1% | 加碼 |
| Tikehau Investment Management | 4,070 | $118.0 萬 | 1.84% | −4,070−50.0% | 減碼 |
| Diversified Portfolios, Inc. | 4,077 | $118.2 萬 | 0.11% | +409+11.2% | 加碼 |
| CM Wealth Advisors LLC | 4,083 | $118.4 萬 | 0.35% | −546−11.8% | 減碼 |
| PSI Advisors, LLC | 4,084 | $118.4 萬 | 0.58% | −207−4.8% | 減碼 |
| Davidson Investment Advisors | 4,093 | $118.7 萬 | 0.05% | +87+2.2% | 加碼 |
| Discipline Wealth Solutions, LLC | 4,097 | $118.8 萬 | 0.45% | 00.0% | 不變 |
| Twinbeech Capital LP | 4,098 | $118.8 萬 | 0.03% | −51,505−92.6% | 減碼 |
| Prasad Wealth Partners, LLC | 4,099 | $118.8 萬 | 0.35% | +2,395+140.6% | 加碼 |
| Retirement Income Solutions, Inc | 4,099 | $118.8 萬 | 0.22% | −95−2.3% | 減碼 |
| RWM Asset Management, LLC | 4,099 | $118.8 萬 | 0.16% | +2,052+100.2% | 加碼 |
| Goldstein Advisors, LLC | 4,101 | $118.9 萬 | 0.16% | −12−0.3% | 減碼 |
| Kaydan Wealth Management, Inc. | 4,104 | $119.0 萬 | 0.39% | +23+0.6% | 加碼 |
| ASB Consultores, LLC | 4,107 | $119.1 萬 | 0.80% | +467+12.8% | 加碼 |
| Palo Alto Wealth Advisors, LLC | 4,110 | $119.2 萬 | 0.45% | +68+1.7% | 加碼 |
| Investment Advisory Group, LLC | 4,112 | $119.2 萬 | 0.36% | −569−12.2% | 減碼 |
| Cardinal Strategic Wealth Guidance | 4,115 | $119.3 萬 | 0.34% | −15−0.4% | 減碼 |
| Capital Management Associates, Inc | 4,120 | $119.5 萬 | 0.38% | +174+4.4% | 加碼 |
| Twin Focus Capital Partners, LLC | 4,122 | $119.5 萬 | 0.17% | 00.0% | 不變 |
| Maripau Wealth Management LLC | 4,131 | $119.6 萬 | 0.60% | −692−14.3% | 減碼 |
| Merrion Investment Management Co, LLC | 4,144 | $120.1 萬 | 0.78% | −325−7.3% | 減碼 |
| Woodward Financial Advisors, Inc. | 4,153 | $120.4 萬 | 0.50% | −281−6.3% | 減碼 |
| Bluesphere Advisors, LLC | 4,153 | $120.4 萬 | 0.60% | −66−1.6% | 減碼 |
| S.A. Mason LLC | 4,158 | $120.5 萬 | 0.58% | −6−0.1% | 減碼 |
| Landaas & Co | 4,167 | $120.8 萬 | 0.29% | +4+0.1% | 加碼 |
| Byrne Financial Freedom, LLC | 4,177 | $121.1 萬 | 0.61% | −85−2.0% | 減碼 |
| Deseret Mutual Benefit Administrators | 4,183 | $121.3 萬 | 0.57% | 00.0% | 不變 |
| Lumbard & Kellner, LLC | 4,184 | $121.3 萬 | 0.53% | 00.0% | 不變 |
| Helium Advisors LLC | 4,186 | $121.4 萬 | 0.77% | +72+1.8% | 加碼 |
| Taylor Financial Group, Inc. | 4,192 | $121.5 萬 | 0.76% | 00.0% | 不變 |
| Roberts Glore & Co Inc | 4,194 | $121.6 萬 | 0.36% | −64−1.5% | 減碼 |
| Tevis Investment Management | 4,204 | $121.9 萬 | 0.78% | −9−0.2% | 減碼 |
| Ariadne Wealth Management, LP | 4,198 | $122.0 萬 | 0.58% | +505+13.7% | 加碼 |
| Alliance Wealth Advisors, LLC | 4,209 | $122.0 萬 | 0.66% | −365−8.0% | 減碼 |
| Carmel Capital Partners, LLC | 4,210 | $122.1 萬 | 0.43% | +648+18.2% | 加碼 |
| R.H. Dinel Investment Counsel, Inc. | 4,217 | $122.3 萬 | 0.81% | 00.0% | 不變 |
| GSG Advisors LLC | 4,218 | $122.3 萬 | 0.35% | +185+4.6% | 加碼 |
| Fourth Dimension Wealth, LLC | 4,232 | $122.7 萬 | 0.52% | +2,367+126.9% | 加碼 |
| Gibraltar Capital Management, Inc. | 4,234 | $122.8 萬 | 0.24% | −1,222−22.4% | 減碼 |