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 |
|---|---|---|---|---|---|
| Reynders McVeigh Capital Management, LLC | 4,235 | $122.8 萬 | 0.06% | −2,063−32.8% | 減碼 |
| Affinity Capital Advisors, LLC | 4,246 | $123.1 萬 | 0.21% | −42−1.0% | 減碼 |
| New Vernon Investment Management LLC | 4,253 | $123.3 萬 | 1.43% | 00.0% | 不變 |
| Poehling Capital Management, LLC | 4,254 | $123.3 萬 | 0.29% | −15,235−78.2% | 減碼 |
| Second Half Financial Partners, LLC | 4,265 | $123.6 萬 | 0.58% | −338−7.3% | 減碼 |
| D.B. Root & Company, LLC | 4,266 | $123.7 萬 | 0.37% | +990+30.2% | 加碼 |
| Walkner Condon Financial Advisors LLC | 4,270 | $123.8 萬 | 0.23% | +820+23.8% | 加碼 |
| Wambolt & Associates, LLC | 4,267 | $123.9 萬 | 0.42% | −194−4.3% | 減碼 |
| Bravias Capital Group, LLC | 4,277 | $124.0 萬 | 0.91% | +846+24.7% | 加碼 |
| Silverlake Wealth Management LLC | 4,277 | $124.0 萬 | 0.36% | +1,682+64.8% | 加碼 |
| Advisor Resource Council | 4,280 | $124.1 萬 | 0.61% | −30,823−87.8% | 減碼 |
| Victory Financial Group, LLC | 4,288 | $124.3 萬 | 0.20% | +1,037+31.9% | 加碼 |
| Maridea Wealth Management LLC | 4,300 | $124.7 萬 | 0.32% | +4,300 | 新進 |
| Aspen Capital Management, LLC | 4,316 | $125.1 萬 | 0.35% | +36+0.8% | 加碼 |
| Lakeshore Capital Group, Inc. | 4,323 | $125.3 萬 | 1.11% | −481−10.0% | 減碼 |
| Crown Wealth Group, LLC | 4,325 | $125.4 萬 | 0.47% | +5+0.1% | 加碼 |
| Future Fund LLC | 4,336 | $125.7 萬 | 0.56% | +403+10.2% | 加碼 |
| Hamilton Wealth, LLC | 4,337 | $125.7 萬 | 0.28% | 00.0% | 不變 |
| Summit Wealth Partners, LLC | 4,344 | $125.9 萬 | 0.24% | −320−6.9% | 減碼 |
| Alliance Wealth Management Group | 4,346 | $126.0 萬 | 0.32% | −402−8.5% | 減碼 |
| BIT Capital GmbH | 4,346 | $126.0 萬 | 0.08% | +381+9.6% | 加碼 |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 4,376 | $126.9 萬 | 0.15% | +3,679+527.8% | 加碼 |
| 49 Wealth Management, LLC | 4,376 | $126.9 萬 | 0.14% | −1,078−19.8% | 減碼 |
| Towercrest Capital Management | 4,377 | $126.9 萬 | 0.23% | −402−8.4% | 減碼 |
| California First Leasing Corp | 4,380 | $127.0 萬 | 0.53% | 00.0% | 不變 |
| Operose Advisors LLC | 4,380 | $127.0 萬 | 0.36% | +1,045+31.3% | 加碼 |
| Clearwater Capital Advisors, LLC | 4,382 | $127.0 萬 | 0.12% | −16−0.4% | 減碼 |
| Skba Capital Management LLC | 4,387 | $127.2 萬 | 0.18% | −270−5.8% | 減碼 |
| BCM Advisors, LLC | 4,293 | $127.5 萬 | 0.27% | −1,806−29.6% | 減碼 |
| Fca Corp | 4,401 | $127.6 萬 | 0.38% | +9+0.2% | 加碼 |
| Hassell Wealth Management, LLC | 4,300 | $127.6 萬 | 0.47% | +10.0% | 加碼 |
| Borer Denton & Associates, Inc. | 4,404 | $127.7 萬 | 0.44% | 00.0% | 不變 |
| First National Corp | 4,405 | $127.7 萬 | 0.26% | −28−0.6% | 減碼 |
| Luts & Greenleigh Group, Inc | 4,413 | $127.9 萬 | 1.23% | +90+2.1% | 加碼 |
| Eubel Brady & Suttman Asset Management Inc | 4,418 | $128.1 萬 | 0.16% | −218−4.7% | 減碼 |
| Wealthstream Advisors, Inc. | 4,425 | $128.3 萬 | 0.21% | +157+3.7% | 加碼 |
| TPG Advisors LLC | 4,431 | $128.5 萬 | 0.93% | +3+0.1% | 加碼 |
| Requisite Capital Management, LLC | 4,433 | $128.5 萬 | 0.28% | +223+5.3% | 加碼 |
| Blake Schutter Theil Wealth Advisors, LLC | 4,433 | $128.5 萬 | 1.46% | −10.0% | 減碼 |
| New World Advisors LLC | 4,441 | $128.7 萬 | 0.27% | +2,109+90.4% | 加碼 |
| Probity Advisors, Inc. | 4,450 | $129.0 萬 | 0.23% | −770−14.8% | 減碼 |
| Challenger Wealth Management | 4,454 | $129.1 萬 | 0.90% | −9−0.2% | 減碼 |
| Ashton Thomas Securities, LLC | 4,451 | $129.2 萬 | 0.31% | −293−6.2% | 減碼 |
| Alan B. Lancz & Associates, Inc. | 4,456 | $129.2 萬 | 1.29% | 00.0% | 不變 |
| Wellspring Financial Advisors, LLC | 4,466 | $129.4 萬 | 0.13% | +317+7.6% | 加碼 |
| Mattern Capital Management, LLC | 4,469 | $129.6 萬 | 0.16% | +1,076+31.7% | 加碼 |
| Sage Private Wealth Group, LLC | 4,474 | $129.7 萬 | 0.83% | −73−1.6% | 減碼 |
| Old Point Trust & Financial Services N A | 4,477 | $129.8 萬 | 0.45% | −89−1.9% | 減碼 |
| Great Oak Capital Partners, LLC | 4,539 | $130.2 萬 | 0.37% | +46+1.0% | 加碼 |
| Transce3nd, LLC | 4,493 | $130.2 萬 | 0.55% | +724+19.2% | 加碼 |
| Summit X, LLC | 4,498 | $130.4 萬 | 0.24% | −240−5.1% | 減碼 |
| Mainsail Financial Group, LLC | 4,568 | $130.9 萬 | 0.61% | −4−0.1% | 減碼 |
| Old North State Trust, LLC | 4,515 | $130.9 萬 | 0.89% | +296+7.0% | 加碼 |
| Root Financial Partners, LLC | 4,519 | $131.0 萬 | 0.13% | +1,541+51.7% | 加碼 |
| Highland Financial Advisors, LLC | 4,520 | $131.0 萬 | 0.42% | 00.0% | 不變 |
| Sachetta, LLC | 4,521 | $131.1 萬 | 0.52% | −425−8.6% | 減碼 |
| Gemmer Asset Management LLC | 4,533 | $131.4 萬 | 0.12% | +241+5.6% | 加碼 |
| Inspirion Wealth Advisors, LLC | 4,537 | $131.5 萬 | 0.17% | +119+2.7% | 加碼 |
| Curated Wealth Partners LLC | 4,549 | $131.9 萬 | 0.15% | 00.0% | 不變 |
| Keyvantage Wealth, LLC | 4,559 | $132.2 萬 | 0.59% | −96−2.1% | 減碼 |
| Wayfinding Financial, LLC | 4,498 | $132.3 萬 | 0.59% | −324−6.7% | 減碼 |
| Full Sail Capital, LLC | 4,564 | $132.3 萬 | 0.08% | −669−12.8% | 減碼 |
| Westfuller Advisors, LLC | 4,588 | $133.0 萬 | 0.76% | +128+2.9% | 加碼 |
| Aventura Private Wealth, LLC | 4,589 | $133.0 萬 | 0.58% | −27−0.6% | 減碼 |
| CWS Financial Advisors, LLC | 4,595 | $133.2 萬 | 0.39% | −266−5.5% | 減碼 |
| Navis Wealth Advisors, LLC | 4,606 | $133.5 萬 | 1.12% | −46−1.0% | 減碼 |
| Kohmann Bosshard Financial Services, LLC | 4,610 | $133.6 萬 | 0.15% | +5+0.1% | 加碼 |
| BWM Planning, LLC | 4,614 | $133.8 萬 | 0.46% | +229+5.2% | 加碼 |
| Profit Investment Management, LLC | 4,623 | $134.0 萬 | 1.21% | −184−3.8% | 減碼 |
| Hara Capital LLC | 4,631 | $134.3 萬 | 0.83% | −585−11.2% | 減碼 |
| Matisse Capital | 4,631 | $134.3 萬 | 0.63% | 00.0% | 不變 |
| Elevated Capital Advisors, LLC | 5,481 | $134.4 萬 | 0.38% | 00.0% | 不變 |
| Breed's Hill Capital LLC | 4,642 | $134.6 萬 | 0.65% | +35+0.8% | 加碼 |
| Campion Asset Management LLC | 4,662 | $135.2 萬 | 1.01% | −184−3.8% | 減碼 |
| Salzhauer Michael | 4,668 | $135.3 萬 | 0.85% | −500−9.7% | 減碼 |
| Darden Wealth Group Inc | 4,670 | $135.4 萬 | 0.82% | −210−4.3% | 減碼 |
| Grove Street Fiduciary, LLC | 4,673 | $135.5 萬 | 0.65% | 00.0% | 不變 |
| Blalock Williams, LLC | 4,677 | $135.6 萬 | 1.35% | +442+10.4% | 加碼 |
| Manchester Financial Inc | 4,702 | $136.3 萬 | 0.29% | +1,661+54.6% | 加碼 |
| Leonard Rickey Investment Advisors P.L.L.C. | 4,702 | $136.3 萬 | 0.27% | −65−1.4% | 減碼 |
| Fiduciary Planning LLC | 4,707 | $136.5 萬 | 0.45% | −56−1.2% | 減碼 |
| Retirement Planning Co of New England, Inc. | 4,708 | $136.5 萬 | 0.61% | +54+1.2% | 加碼 |
| RVW Wealth, LLC | 4,715 | $136.7 萬 | 0.12% | +727+18.2% | 加碼 |
| Enclave Advisors LLC | 4,717 | $136.7 萬 | 0.22% | −22−0.5% | 減碼 |
| Wagner Wealth Management, LLC | 4,726 | $137.0 萬 | 0.31% | +55+1.2% | 加碼 |
| Willis Johnson & Associates, Inc. | 4,754 | $137.8 萬 | 0.09% | +1,641+52.7% | 加碼 |
| Dempze Nancy E | 4,768 | $138.2 萬 | 0.80% | −230−4.6% | 減碼 |
| Longfellow Investment Management Co LLC | 4,779 | $138.5 萬 | 0.34% | −1,097−18.7% | 減碼 |
| Red Wave Investments LLC | 4,800 | $139.2 萬 | 0.46% | +18+0.4% | 加碼 |
| Helen Stephens Group, LLC | 4,801 | $139.2 萬 | 0.35% | +205+4.5% | 加碼 |
| Single Point Partners, LLC | 4,803 | $139.2 萬 | 0.30% | −136−2.8% | 減碼 |
| Armstrong Advisory Group, Inc | 4,807 | $139.4 萬 | 0.11% | +163+3.5% | 加碼 |
| Pasadena Private Wealth, LLC | 4,824 | $139.9 萬 | 0.24% | +21+0.4% | 加碼 |
| Morris Retirement Advisors, LLC | 4,826 | $139.9 萬 | 0.66% | +1,507+45.4% | 加碼 |
| McDonough Capital Management, Inc | 4,830 | $140.0 萬 | 0.79% | +476+10.9% | 加碼 |
| Keebeck Wealth Management, LLC | 4,834 | $140.1 萬 | 0.18% | +649+15.5% | 加碼 |
| GatePass Capital, LLC | 4,841 | $140.3 萬 | 0.93% | −657−11.9% | 減碼 |
| Voisard Asset Management Group, Inc. | 4,842 | $140.4 萬 | 0.36% | +84+1.8% | 加碼 |
| Philo Smith Capital Corp | 4,850 | $140.6 萬 | 0.39% | 00.0% | 不變 |
| Hutchinson Capital Management | 4,856 | $140.8 萬 | 0.26% | 00.0% | 不變 |