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 |
|---|---|---|---|---|---|
| TrueWealth Advisors, LLC | 4,869 | $141.2 萬 | 0.42% | −51−1.0% | 減碼 |
| Heritage Investment Group, Inc. | 4,872 | $141.2 萬 | 0.24% | −236−4.6% | 減碼 |
| Maxele Advisors, LLC | 4,873 | $141.3 萬 | 1.23% | −169−3.4% | 減碼 |
| Spectrum Strategic Capital Management, LLC | 4,877 | $141.4 萬 | 0.90% | +3,945+423.3% | 加碼 |
| PFW Advisors LLC | 4,888 | $141.7 萬 | 0.44% | −141−2.8% | 減碼 |
| BCJ Capital Management, LLC | 4,891 | $141.8 萬 | 0.10% | +122+2.6% | 加碼 |
| Peregrine Asset Advisers, Inc. | 4,891 | $141.8 萬 | 0.44% | −172−3.4% | 減碼 |
| Rossby Financial, LCC | 4,895 | $141.9 萬 | 0.53% | +752+18.2% | 加碼 |
| WNY Asset Management, LLC | 4,895 | $141.9 萬 | 0.16% | +555+12.8% | 加碼 |
| Creative Financial Designs Inc | 4,896 | $141.9 萬 | 0.10% | −32−0.6% | 減碼 |
| Taylor Hoffman Capital Management LLC | 4,897 | $142.0 萬 | 0.49% | +34+0.7% | 加碼 |
| Shelton Wealth Management, LLC | 4,900 | $142.1 萬 | 0.72% | +161+3.4% | 加碼 |
| Elgethun Capital Management | 4,902 | $142.1 萬 | 0.29% | −16−0.3% | 減碼 |
| Spinnaker Investment Group, LLC | 4,907 | $142.3 萬 | 0.33% | −214−4.2% | 減碼 |
| Smith Thornton Advisors LLC | 4,910 | $142.3 萬 | 0.82% | +13+0.3% | 加碼 |
| Smart Portfolios, LLC | 4,919 | $142.6 萬 | 1.44% | −25−0.5% | 減碼 |
| Liberty Wealth Management LLC | 4,930 | $142.9 萬 | 0.22% | +4,930 | 新進 |
| Westhampton Capital, LLC | 4,939 | $143.2 萬 | 0.74% | −40−0.8% | 減碼 |
| Salomon & Ludwin, LLC | 4,905 | $143.2 萬 | 0.14% | −106−2.1% | 減碼 |
| New Millennium Group LLC | 4,947 | $143.4 萬 | 0.79% | +4,359+741.3% | 加碼 |
| Benson Investment Management Company, Inc. | 4,950 | $143.5 萬 | 0.54% | 00.0% | 不變 |
| Eldridge Investment Advisors, Inc. | 4,971 | $144.1 萬 | 0.30% | +500+11.2% | 加碼 |
| McHugh Group, LLC | 4,975 | $144.2 萬 | 0.96% | 00.0% | 不變 |
| Oxler Private Wealth LLC | 4,980 | $144.4 萬 | 0.45% | +6+0.1% | 加碼 |
| Stephenson National Bank & Trust | 4,984 | $144.5 萬 | 0.47% | −78−1.5% | 減碼 |
| Willner & Heller, LLC | 4,986 | $144.5 萬 | 1.22% | −46−0.9% | 減碼 |
| Wallington Asset Management, LLC | 4,987 | $144.6 萬 | 0.20% | +64+1.3% | 加碼 |
| Garde Capital, Inc. | 4,992 | $144.7 萬 | 0.08% | −35−0.7% | 減碼 |
| McAdam, LLC | 4,993 | $144.8 萬 | 0.08% | +59+1.2% | 加碼 |
| Insight Advisors, LLC | 4,999 | $145.0 萬 | 0.23% | +41+0.8% | 加碼 |
| Greenhaven Associates Inc大師Greenhaven | 5,000 | $145.0 萬 | 0.02% | 00.0% | 不變 |
| Holowesko Partners Ltd. | 5,000 | $145.0 萬 | 0.54% | 00.0% | 不變 |
| JBF Capital, Inc. | 5,000 | $145.0 萬 | 0.23% | 00.0% | 不變 |
| Ipsen Advisor Group LLC | 5,000 | $145.0 萬 | 1.10% | +2,482+98.6% | 加碼 |
| Aurora Private Wealth, Inc. | 5,001 | $145.0 萬 | 1.07% | +99+2.0% | 加碼 |
| Paladin Wealth, LLC | 5,010 | $145.2 萬 | 1.13% | +21+0.4% | 加碼 |
| Round Rock Advisors, LLC | 5,013 | $145.3 萬 | 0.25% | +1,331+36.1% | 加碼 |
| Activest Wealth Management | 5,021 | $145.6 萬 | 0.35% | −102−2.0% | 減碼 |
| Beaumont Asset Management, L.L.C. | 5,024 | $145.7 萬 | 0.78% | −14−0.3% | 減碼 |
| Cambridge Advisors Inc. | 5,026 | $145.7 萬 | 0.30% | −500−9.0% | 減碼 |
| Truvestments Capital LLC | 5,039 | $146.1 萬 | 0.29% | −302−5.7% | 減碼 |
| Copperwynd Financial, LLC | 5,060 | $146.7 萬 | 0.37% | +64+1.3% | 加碼 |
| Weinberger Asset Management, Inc | 5,064 | $146.8 萬 | 0.57% | +248+5.1% | 加碼 |
| Richardson Financial Services Inc. | 5,060 | $146.9 萬 | 0.99% | +135+2.7% | 加碼 |
| Eagle Bay Advisors LLC | 5,069 | $147.0 萬 | 1.21% | −124−2.4% | 減碼 |
| Werba Rubin Papier Wealth Management | 5,078 | $147.2 萬 | 0.28% | +586+13.0% | 加碼 |
| Jump Financial, LLC | 5,088 | $147.5 萬 | 0.02% | +5,088 | 新進 |
| Viawealth, LLC | 5,090 | $147.6 萬 | 0.87% | +108+2.2% | 加碼 |
| Boothbay Fund Management, LLC | 5,098 | $147.8 萬 | 0.05% | +2,306+82.6% | 加碼 |
| Pandora Wealth, Inc. | 5,113 | $148.2 萬 | 0.91% | −74−1.4% | 減碼 |
| Benchmark Financial Wealth Advisors, LLC | 5,115 | $148.3 萬 | 0.49% | +977+23.6% | 加碼 |
| Ewa, LLC | 5,129 | $148.7 萬 | 0.47% | +481+10.3% | 加碼 |
| Lionsbridge Wealth Management LLC | 5,135 | $148.9 萬 | 1.48% | −90−1.7% | 減碼 |
| Sterneck Capital Management, LLC | 5,137 | $148.9 萬 | 0.76% | −123−2.3% | 減碼 |
| Guardian Asset Advisors, LLC | 5,143 | $149.1 萬 | 0.86% | +246+5.0% | 加碼 |
| Seeds Investor LLC | 5,144 | $149.1 萬 | 0.35% | +263+5.4% | 加碼 |
| Latitude Advisors, LLC | 5,148 | $149.2 萬 | 0.75% | −50−1.0% | 減碼 |
| Next Capital Management LLC | 9,644 | $149.5 萬 | 0.55% | +6,734+231.4% | 加碼 |
| Evergreen Wealth Solutions, LLC | 5,161 | $149.6 萬 | 0.90% | −319−5.8% | 減碼 |
| DMG Group, LLC | 5,166 | $149.8 萬 | 1.16% | −832−13.9% | 減碼 |
| Facet Wealth, Inc. | 5,060 | $149.9 萬 | 0.03% | +1,529+43.3% | 加碼 |
| Centerpoint Advisors, LLC | 5,178 | $150.1 萬 | 0.51% | +32+0.6% | 加碼 |
| Cross Staff Investments Inc | 5,179 | $150.1 萬 | 1.12% | +10.0% | 加碼 |
| Park Capital Management, LLC | 5,191 | $150.5 萬 | 1.39% | −536−9.4% | 減碼 |
| Portland Global Advisors LLC | 5,201 | $150.8 萬 | 0.18% | +1,326+34.2% | 加碼 |
| Atlas Private Wealth Advisors | 5,203 | $150.9 萬 | 0.19% | +84+1.6% | 加碼 |
| KilterHowling LLC | 5,215 | $151.2 萬 | 0.90% | −15−0.3% | 減碼 |
| Fortress Private Ledger, LLC | 5,223 | $151.4 萬 | 0.69% | +97+1.9% | 加碼 |
| Arthur M. Cohen & Associates, LLC | 5,226 | $151.5 萬 | 0.27% | +500+10.6% | 加碼 |
| Hofer & Associates. Inc | 5,235 | $151.8 萬 | 0.95% | +66+1.3% | 加碼 |
| State of Wyoming | 5,240 | $151.9 萬 | 0.19% | −146−2.7% | 減碼 |
| Horizon Wealth Management, LLC | 5,242 | $152.0 萬 | 0.27% | −182−3.4% | 減碼 |
| Severin Investments, LLC | 5,250 | $152.2 萬 | 1.43% | −278−5.0% | 減碼 |
| Canandaigua National Trust Co of Florida | 5,263 | $152.6 萬 | 1.09% | −30−0.6% | 減碼 |
| LWM Advisory Services, LLC | 5,269 | $152.8 萬 | 1.05% | −205−3.7% | 減碼 |
| Madison Wealth Partners, Inc | 5,272 | $152.9 萬 | 0.33% | −2,187−29.3% | 減碼 |
| Ami Asset Management Corp | 5,289 | $153.3 萬 | 0.09% | −2,913−35.5% | 減碼 |
| Councilmark Asset Management, LLC | 5,293 | $153.4 萬 | 0.97% | 00.0% | 不變 |
| Kennedy Investment Group | 5,311 | $154.0 萬 | 0.65% | +29+0.5% | 加碼 |
| Jacobsen Capital Management | 5,312 | $154.0 萬 | 0.57% | +365+7.4% | 加碼 |
| Secure Asset Management, LLC | 5,314 | $154.1 萬 | 0.29% | +1,294+32.2% | 加碼 |
| Lord & Richards Wealth Management, LLC | 5,315 | $154.1 萬 | 1.61% | +346+7.0% | 加碼 |
| BIP Wealth, LLC | 5,315 | $154.1 萬 | 0.09% | +655+14.1% | 加碼 |
| Costello Asset Management, INC | 5,335 | $154.7 萬 | 0.58% | −1,141−17.6% | 減碼 |
| FORM Wealth Advisors, LLC | 5,343 | $154.9 萬 | 0.19% | +228+4.5% | 加碼 |
| Oldfather Financial Services, LLC | 5,349 | $155.1 萬 | 0.53% | +8+0.1% | 加碼 |
| Gerber, LLC | 5,350 | $155.1 萬 | 1.09% | +55+1.0% | 加碼 |
| Hutchinson Financial Advisors, INC | 5,351 | $155.1 萬 | 1.74% | +5,351 | 新進 |
| MinichMacGregor Wealth Management, LLC | 5,355 | $155.2 萬 | 0.33% | −1,086−16.9% | 減碼 |
| Grant Street Asset Management, Inc. | 5,355 | $155.3 萬 | 0.35% | 00.0% | 不變 |
| Garden State Investment Advisory Services LLC | 5,344 | $155.4 萬 | 0.42% | +706+15.2% | 加碼 |
| Proathlete Wealth Management LLC | 5,341 | $155.4 萬 | 0.49% | +48+0.9% | 加碼 |
| PKS Advisory Services, LLC | 5,365 | $155.5 萬 | 0.38% | +149+2.9% | 加碼 |
| STAR Financial Bank | 5,366 | $155.6 萬 | 0.99% | −220−3.9% | 減碼 |
| West Bancorporation Inc | 5,375 | $155.8 萬 | 0.98% | −25−0.5% | 減碼 |
| Plan Group Financial, LLC | 5,377 | $155.9 萬 | 0.51% | +470+9.6% | 加碼 |
| Legal Advantage Investments, Inc. | 5,378 | $155.9 萬 | 0.73% | −225−4.0% | 減碼 |
| Tectonic Advisors LLC | 5,387 | $156.2 萬 | 0.09% | +88+1.7% | 加碼 |
| Fairvoy Private Wealth, LLC | 5,389 | $156.2 萬 | 0.39% | +676+14.3% | 加碼 |
| Peak Retirement Planning, Inc. | 5,402 | $156.6 萬 | 0.63% | +1,506+38.7% | 加碼 |