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 |
|---|---|---|---|---|---|
| Topsail Wealth Management, LLC | 6,015 | $174.4 萬 | 0.32% | +16+0.3% | 加碼 |
| Sunburst Financial Group, LLC | 6,030 | $174.8 萬 | 0.39% | +324+5.7% | 加碼 |
| Crumly & Associates Inc. | 6,040 | $175.1 萬 | 0.43% | −124−2.0% | 減碼 |
| CORDA Investment Management, LLC. | 6,043 | $175.2 萬 | 0.13% | −806−11.8% | 減碼 |
| Capital Planning Advisors, LLC | 6,058 | $175.6 萬 | 0.26% | −14−0.2% | 減碼 |
| Heck Capital Advisors, LLC | 6,060 | $175.7 萬 | 0.15% | +323+5.6% | 加碼 |
| Rogco, LP | 6,061 | $175.7 萬 | 0.66% | −815−11.9% | 減碼 |
| ICONIQ Capital, LLC | 6,062 | $175.7 萬 | 0.03% | +123+2.1% | 加碼 |
| Coastal Investment Advisors, Inc. | 6,064 | $175.8 萬 | 0.69% | +91+1.5% | 加碼 |
| Howard Financial Services, Ltd. | 6,064 | $175.8 萬 | 0.23% | −2,189−26.5% | 減碼 |
| Systematic Financial Management LP | 6,075 | $176.1 萬 | 0.05% | 00.0% | 不變 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 6,078 | $176.2 萬 | 0.71% | +218+3.7% | 加碼 |
| M.E. Allison & Co., Inc. | 6,080 | $176.3 萬 | 1.42% | −310−4.9% | 減碼 |
| Momentum Wealth Planning, LLC | 6,096 | $176.7 萬 | 1.50% | +6,096 | 新進 |
| Sentry LLC | 6,101 | $176.9 萬 | 0.35% | 00.0% | 不變 |
| Global Trust Asset Management, LLC | 6,104 | $177.0 萬 | 0.95% | +1,533+33.5% | 加碼 |
| 5th Street Advisors, LLC | 6,111 | $177.2 萬 | 0.88% | −961−13.6% | 減碼 |
| Seamount Financial Group Inc | 6,122 | $177.5 萬 | 0.91% | +1,317+27.4% | 加碼 |
| Bay Rivers Group | 6,133 | $177.8 萬 | 0.81% | 00.0% | 不變 |
| D'Orazio & Associates, Inc. | 6,147 | $178.2 萬 | 0.25% | −156−2.5% | 減碼 |
| South Plains Financial, Inc. | 6,148 | $178.2 萬 | 1.25% | +73+1.2% | 加碼 |
| Optiver Holding B.V. | 6,151 | $178.3 萬 | 0.05% | +1,828+42.3% | 加碼 |
| Baron Wealth Management LLC | 6,154 | $178.4 萬 | 0.63% | +1,139+22.7% | 加碼 |
| St. Clair Advisors, LLC | 6,160 | $178.6 萬 | 0.47% | −200−3.1% | 減碼 |
| waypoint wealth counsel | 6,169 | $178.9 萬 | 0.89% | +541+9.6% | 加碼 |
| IronOak Wealth LLC. | 6,171 | $178.9 萬 | 1.74% | +6,171 | 新進 |
| Donald L. Hagan, LLC | 6,189 | $179.4 萬 | 0.90% | −4,314−41.1% | 減碼 |
| Wiser Advisor Group LLC | 6,192 | $179.5 萬 | 3.12% | −1,192−16.1% | 減碼 |
| Stevens Capital Management LP | 6,196 | $179.6 萬 | 0.49% | −27,046−81.4% | 減碼 |
| Crew Capital Management, Ltd. | 6,197 | $179.7 萬 | 1.29% | −174−2.7% | 減碼 |
| Patriot Investment Management Inc. | 6,197 | $179.7 萬 | 0.12% | +455+7.9% | 加碼 |
| Trust Co of the South | 6,232 | $180.7 萬 | 0.32% | −61−1.0% | 減碼 |
| QTR Family Wealth, LLC | 6,234 | $180.7 萬 | 1.12% | +970+18.4% | 加碼 |
| Powers Advisory Group, LLC | 6,246 | $181.1 萬 | 0.80% | +104+1.7% | 加碼 |
| Quantum Financial Advisors, LLC | 6,253 | $181.3 萬 | 0.25% | 00.0% | 不變 |
| HMV Wealth Advisors, LLC | 6,255 | $181.3 萬 | 1.19% | −130−2.0% | 減碼 |
| Kirtland Hills Capital Management, LLC | 6,259 | $181.4 萬 | 0.84% | +469+8.1% | 加碼 |
| Legacy Capital Wealth Partners, LLC | 6,260 | $181.5 萬 | 0.41% | −746−10.6% | 減碼 |
| Patron Partners Advisors, LLC | 6,270 | $181.8 萬 | 0.90% | +786+14.3% | 加碼 |
| Evernest Financial Advisors, LLC | 6,283 | $182.1 萬 | 0.59% | +629+11.1% | 加碼 |
| Wincap Financial LLC | 6,295 | $182.5 萬 | 1.47% | +274+4.6% | 加碼 |
| Syverson Strege & Co | 6,301 | $182.7 萬 | 0.43% | +4,286+212.7% | 加碼 |
| AJ Advisors, LLC | 6,301 | $182.7 萬 | 0.81% | −640−9.2% | 減碼 |
| LaSalle St. Investment Advisors, LLC | 6,305 | $182.7 萬 | 0.50% | −448−6.6% | 減碼 |
| McNaughton Wealth Management, LLC | 6,305 | $182.8 萬 | 0.82% | +186+3.0% | 加碼 |
| Knollwood Investment Advisory, LLC | 6,310 | $182.9 萬 | 0.18% | 00.0% | 不變 |
| Tang Capital Management LLC | 6,312 | $183.0 萬 | 0.09% | −2,542−28.7% | 減碼 |
| Oliver Lagore Vanvalin Investment Group | 7,464 | $183.1 萬 | 0.72% | +7,464 | 新進 |
| Investment House LLC | 6,316 | $183.1 萬 | 0.09% | −376−5.6% | 減碼 |
| BayBridge Capital Group, LLC | 6,332 | $183.6 萬 | 1.18% | +121+1.9% | 加碼 |
| Two Sigma Securities, LLC | 6,339 | $183.8 萬 | 0.23% | +6,339 | 新進 |
| Marshall Financial Group LLC | 6,299 | $183.9 萬 | 0.36% | −371−5.6% | 減碼 |
| Capital Advisory Group Advisory Services, LLC | 6,347 | $184.0 萬 | 0.66% | +15+0.2% | 加碼 |
| Keynote Financial Services LLC | 6,359 | $184.4 萬 | 1.24% | −75−1.2% | 減碼 |
| Davis Investment Partners, LLC | 6,358 | $184.6 萬 | 0.66% | +400+6.7% | 加碼 |
| Westerkirk Capital Inc. | 6,371 | $184.7 萬 | 0.23% | +6,371 | 新進 |
| Strategic Wealth Designers | 6,394 | $185.4 萬 | 2.68% | +381+6.3% | 加碼 |
| Westside Investment Management, Inc. | 6,402 | $185.7 萬 | 0.34% | +416+6.9% | 加碼 |
| Frazier Financial Advisors, LLC | 6,414 | $185.9 萬 | 1.31% | −68−1.0% | 減碼 |
| AllSquare Wealth Management LLC | 6,416 | $186.0 萬 | 1.04% | −750−10.5% | 減碼 |
| Verum Partners LLC | 6,430 | $186.4 萬 | 0.43% | +68+1.1% | 加碼 |
| Richard W. Paul & Associates, LLC | 6,438 | $186.6 萬 | 0.67% | −348−5.1% | 減碼 |
| Symphony Financial Services, Inc. | 6,440 | $186.7 萬 | 1.12% | +31+0.5% | 加碼 |
| Fiera Capital Corp | 6,447 | $186.9 萬 | 0.01% | +2,142+49.8% | 加碼 |
| Atticus Wealth Management, LLC | 6,453 | $187.1 萬 | 0.51% | +2,551+65.4% | 加碼 |
| Vantage Financial Partners, LLC | 6,454 | $187.1 萬 | 0.43% | +729+12.7% | 加碼 |
| Gilman Hill Asset Management, LLC | 6,462 | $187.3 萬 | 0.31% | −360−5.3% | 減碼 |
| Fi3 FINANCIAL ADVISORS, LLC | 6,464 | $187.4 萬 | 0.68% | +160+2.5% | 加碼 |
| Cascades Capital Asset Management, LLC | 6,471 | $187.6 萬 | 0.96% | +1,213+23.1% | 加碼 |
| Schneider Downs Wealth Management Advisors, LP | 6,473 | $187.7 萬 | 0.28% | −191−2.9% | 減碼 |
| Evolution Wealth Advisors, LLC | 6,498 | $188.4 萬 | 0.28% | −100−1.5% | 減碼 |
| Fortis Group Advisors, LLC | 6,378 | $188.8 萬 | 0.34% | −1,189−15.7% | 減碼 |
| Solstein Capital, LLC | 6,513 | $188.8 萬 | 0.97% | +269+4.3% | 加碼 |
| Wolverine Trading, LLC | 6,580 | $188.9 萬 | 0.05% | +6,580 | 新進 |
| AGH Wealth Advisors, LLC | 6,521 | $189.1 萬 | 1.56% | −187−2.8% | 減碼 |
| Wealth Dimensions Group, Ltd. | 6,544 | $189.7 萬 | 0.42% | −88−1.3% | 減碼 |
| Disciplined Investors, L.L.C. | 6,544 | $189.7 萬 | 1.48% | +23+0.4% | 加碼 |
| Driehaus Capital Management LLC | 6,559 | $190.2 萬 | 0.02% | +987+17.7% | 加碼 |
| TFB Advisors LLC | 6,562 | $190.2 萬 | 0.50% | +177+2.8% | 加碼 |
| Capital Square, LLC | 6,646 | $190.7 萬 | 1.02% | −653−8.9% | 減碼 |
| Sterling Wealth Management, Inc. | 6,584 | $190.9 萬 | 0.65% | +6,584 | 新進 |
| McIlrath & Eck, LLC | 6,592 | $191.1 萬 | 0.22% | +75+1.2% | 加碼 |
| Sunflower Bank, N.A. | 6,620 | $191.9 萬 | 0.49% | +9+0.1% | 加碼 |
| TFC Financial Management | 6,622 | $192.0 萬 | 0.26% | −20.0% | 減碼 |
| Palogic Value Management, L.P. | 6,624 | $192.0 萬 | 0.81% | 00.0% | 不變 |
| Access Financial Services, Inc. | 6,624 | $192.0 萬 | 0.73% | 00.0% | 不變 |
| Keyes, Stange & Wooten Wealth Management, LLC | 6,625 | $192.1 萬 | 1.00% | −418−5.9% | 減碼 |
| Colonial River Wealth Management, LLC | 6,666 | $192.1 萬 | 0.83% | −335−4.8% | 減碼 |
| Transamerica Financial Advisors, Inc. | 6,658 | $193.0 萬 | 0.18% | −920−12.1% | 減碼 |
| Viewpoint Capital Management LLC | 6,660 | $193.1 萬 | 0.95% | −50−0.7% | 減碼 |
| Sivia Capital Partners, LLC | 6,661 | $193.1 萬 | 0.66% | −582−8.0% | 減碼 |
| Milestone Asset Management, LLC | 6,662 | $193.1 萬 | 0.41% | −12,117−64.5% | 減碼 |
| Gries Financial LLC | 6,674 | $193.5 萬 | 0.35% | −1,197−15.2% | 減碼 |
| World Equity Group, Inc. | 6,677 | $193.6 萬 | 0.53% | +61+0.9% | 加碼 |
| Finward Bancorp | 6,699 | $194.2 萬 | 1.53% | −20−0.3% | 減碼 |
| Hickory Point Bank & Trust | 6,718 | $194.8 萬 | 1.57% | +753+12.6% | 加碼 |
| Advyzon Investment Management, LLC | 6,726 | $195.0 萬 | 0.43% | +2,336+53.2% | 加碼 |
| Pflug Koory, LLC | 6,733 | $195.2 萬 | 0.99% | +10.0% | 加碼 |
| Beacon Investment Advisors LLC | 6,800 | $195.2 萬 | 0.84% | +9+0.1% | 加碼 |
| Tilia Fiduciary Partners, Inc. | 6,735 | $195.3 萬 | 1.19% | −120−1.8% | 減碼 |