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 |
|---|---|---|---|---|---|
| FNY Investment Advisers, LLC | 6,750 | $195.6 萬 | 0.83% | +6,750 | 新進 |
| LBMC Investment Advisors, LLC | 6,781 | $196.6 萬 | 0.14% | 00.0% | 不變 |
| TFR Capital, LLC. | 6,791 | $196.9 萬 | 0.71% | −166−2.4% | 減碼 |
| Winmill & Co. Inc | 6,800 | $197.1 萬 | 0.55% | 00.0% | 不變 |
| Traveka Wealth, LLC | 6,800 | $197.2 萬 | 1.04% | +44+0.7% | 加碼 |
| Birchcreek Wealth Management, LLC | 6,801 | $197.2 萬 | 1.12% | −32−0.5% | 減碼 |
| Mosaic Family Wealth Partners, LLC | 6,811 | $197.5 萬 | 0.25% | −441−6.1% | 減碼 |
| Sovereign Financial Group, Inc. | 6,812 | $197.5 萬 | 0.41% | +133+2.0% | 加碼 |
| Atlas Capital Advisors LLC | 6,818 | $197.7 萬 | 0.24% | −36−0.5% | 減碼 |
| Solidarilty Wealth, LLC | 6,834 | $198.1 萬 | 0.46% | −98−1.4% | 減碼 |
| Intrua Financial, LLC | 6,851 | $198.6 萬 | 0.29% | −456−6.2% | 減碼 |
| Advisory Research Inc | 6,872 | $199.2 萬 | 0.31% | −134−1.9% | 減碼 |
| Cahill Financial Advisors Inc | 6,879 | $199.4 萬 | 0.25% | −377−5.2% | 減碼 |
| Bingham Private Wealth, LLC | 6,882 | $199.5 萬 | 1.90% | −297−4.1% | 減碼 |
| Greykasell Wealth Strategies, Inc. | 6,916 | $200.5 萬 | 0.96% | +143+2.1% | 加碼 |
| Deltec Asset Management LLC | 6,925 | $200.8 萬 | 0.36% | 00.0% | 不變 |
| Winton Group Ltd | 6,927 | $200.8 萬 | 0.10% | +6,927 | 新進 |
| RFP Financial Group LLC | 6,933 | $201.0 萬 | 0.83% | 00.0% | 不變 |
| High Falls Advisors, Inc | 6,940 | $201.2 萬 | 0.45% | +132+1.9% | 加碼 |
| ARGA Investment Management, LP | 6,950 | $201.5 萬 | 0.06% | 00.0% | 不變 |
| Sippican Capital Advisors | 6,957 | $201.7 萬 | 1.47% | −13−0.2% | 減碼 |
| Phillips Wealth Planners LLC | 7,135 | $201.8 萬 | 1.83% | −150−2.1% | 減碼 |
| Lantz Financial LLC | 6,972 | $202.1 萬 | 0.50% | +107+1.6% | 加碼 |
| Fountainhead AM, LLC | 6,982 | $202.4 萬 | 0.29% | +764+12.3% | 加碼 |
| SC&H Financial Advisors, Inc. | 6,992 | $202.7 萬 | 0.35% | −150−2.1% | 減碼 |
| Ruffer LLP | 7,000 | $202.9 萬 | 0.09% | 00.0% | 不變 |
| Holistic Planning, LLC | 7,022 | $203.6 萬 | 0.58% | +2,658+60.9% | 加碼 |
| Fairscale Capital, LLC | 6,872 | $203.6 萬 | 1.48% | +533+8.4% | 加碼 |
| Unique Wealth Strategies, LLC | 7,034 | $203.9 萬 | 0.85% | −341−4.6% | 減碼 |
| Accuvest Global Advisors | 7,052 | $204.4 萬 | 1.33% | +868+14.0% | 加碼 |
| Talisman Wealth Advisors LLC | 7,056 | $204.6 萬 | 1.87% | +6+0.1% | 加碼 |
| Renasant Bank | 7,064 | $204.8 萬 | 1.37% | +1,297+22.5% | 加碼 |
| Sutton Place Investors LLC | 7,064 | $204.8 萬 | 1.23% | +514+7.8% | 加碼 |
| Redwood Investment Management, LLC | 7,075 | $205.1 萬 | 0.22% | −1,498−17.5% | 減碼 |
| Maia Wealth LLC | 7,075 | $205.1 萬 | 0.39% | +1,986+39.0% | 加碼 |
| Riverbend Wealth Management, LLC | 7,076 | $205.1 萬 | 1.55% | +187+2.7% | 加碼 |
| Revisor Wealth Management LLC | 7,096 | $205.5 萬 | 0.74% | +4,629+187.6% | 加碼 |
| Kozak & Associates, Inc. | 7,259 | $205.5 萬 | 0.42% | −64−0.9% | 減碼 |
| Altus Wealth Group LLC | 7,109 | $206.1 萬 | 0.91% | +327+4.8% | 加碼 |
| Bullock Wealth Management Group | 7,107 | $206.4 萬 | 1.09% | −115−1.6% | 減碼 |
| GPS Wealth Strategies Group, LLC | 7,122 | $206.5 萬 | 0.24% | −51−0.7% | 減碼 |
| Total Wealth Planning & Management, Inc. | 7,126 | $206.6 萬 | 1.80% | +155+2.2% | 加碼 |
| Cornerstone Planning Group LLC | 7,102 | $206.9 萬 | 0.42% | +1,776+33.3% | 加碼 |
| Eqis Capital Management, Inc. | 7,147 | $207.2 萬 | 0.17% | −352−4.7% | 減碼 |
| Orca Investment Management, LLC | 7,151 | $207.3 萬 | 1.87% | +90+1.3% | 加碼 |
| Trilogy Capital Inc. | 7,157 | $207.5 萬 | 0.10% | −267−3.6% | 減碼 |
| ELCO Management Co., LLC | 7,169 | $207.8 萬 | 1.09% | −240−3.2% | 減碼 |
| Veracity Capital LLC | 7,170 | $207.9 萬 | 0.72% | −413−5.4% | 減碼 |
| GenTrust, LLC | 7,194 | $208.6 萬 | 0.10% | −683−8.7% | 減碼 |
| Stanley-Laman Group, Ltd. | 7,196 | $208.6 萬 | 0.31% | −4,548−38.7% | 減碼 |
| Nabity-Jensen Investment Management Inc | 7,199 | $208.7 萬 | 1.54% | +208+3.0% | 加碼 |
| Thrive Wealth Management, LLC | 7,203 | $208.8 萬 | 0.34% | −26−0.4% | 減碼 |
| Argyle Capital Partners, LLC | 7,221 | $209.3 萬 | 1.72% | −128−1.7% | 減碼 |
| RF&L Wealth Management, LLC | 7,227 | $209.5 萬 | 1.35% | 00.0% | 不變 |
| Edgemoor Investment Advisors, Inc. | 7,254 | $210.3 萬 | 0.18% | +229+3.3% | 加碼 |
| Claris Financial LLC | 7,269 | $210.7 萬 | 1.59% | −1,888−20.6% | 減碼 |
| Prosperity Financial Group, Inc. | 7,287 | $211.2 萬 | 0.90% | +627+9.4% | 加碼 |
| Cladis Investment Advisory, LLC | 7,303 | $211.7 萬 | 1.33% | +150+2.1% | 加碼 |
| Omnia Family Wealth, LLC | 7,307 | $211.8 萬 | 0.77% | +679+10.2% | 加碼 |
| Black Diamond Financial, LLC | 7,312 | $212.0 萬 | 0.33% | −212−2.8% | 減碼 |
| Armbruster Capital Management, Inc. | 7,333 | $212.6 萬 | 0.39% | +155+2.2% | 加碼 |
| Sovran Advisors, LLC | 7,525 | $212.8 萬 | 0.22% | +946+14.4% | 加碼 |
| Cornerstone National Bank & Trust Co | 7,344 | $212.9 萬 | 0.92% | +329+4.7% | 加碼 |
| Heartwood Wealth Advisors LLC | 7,359 | $213.3 萬 | 0.22% | +442+6.4% | 加碼 |
| Gen-Wealth Partners Inc | 7,370 | $213.7 萬 | 0.82% | −261−3.4% | 減碼 |
| Brucke Financial, Inc. | 7,373 | $213.7 萬 | 1.49% | −277−3.6% | 減碼 |
| Bulltick Wealth Management, LLC | 7,384 | $214.1 萬 | 0.53% | −3,100−29.6% | 減碼 |
| Roehl & Yi Investment Advisors, LLC | 7,386 | $214.1 萬 | 1.10% | −95−1.3% | 減碼 |
| R.H. Investment Group, LLC | 7,390 | $214.2 萬 | 1.96% | 00.0% | 不變 |
| Alhambra Investment Partners LLC | 7,393 | $214.3 萬 | 1.06% | −336−4.3% | 減碼 |
| Commons Capital, LLC | 7,412 | $214.9 萬 | 1.64% | +33+0.4% | 加碼 |
| KRS Capital Management, LLC | 7,419 | $215.1 萬 | 1.44% | +309+4.3% | 加碼 |
| Aviso Wealth Management | 7,426 | $215.3 萬 | 1.01% | +268+3.7% | 加碼 |
| Gibbs Wealth Management | 7,437 | $215.6 萬 | 0.42% | +1,360+22.4% | 加碼 |
| McLean Asset Management Corp | 7,394 | $215.9 萬 | 0.57% | +164+2.3% | 加碼 |
| Covenant Partners, LLC | 7,451 | $216.0 萬 | 0.64% | 00.0% | 不變 |
| Oakwell Private Wealth Management, LLC | 7,462 | $216.3 萬 | 0.50% | +466+6.7% | 加碼 |
| Physicians Financial Services, Inc. | 7,487 | $217.1 萬 | 0.65% | −25−0.3% | 減碼 |
| LeClair Wealth Partners LLC | 7,490 | $217.1 萬 | 1.47% | −272−3.5% | 減碼 |
| Dixon Fnancial Services, Inc. | 7,495 | $217.3 萬 | 1.10% | −100−1.3% | 減碼 |
| Menard Financial Group LLC | 7,510 | $217.7 萬 | 1.29% | +1,334+21.6% | 加碼 |
| Raleigh Capital Management Inc. | 7,512 | $217.8 萬 | 0.91% | −219−2.8% | 減碼 |
| Terra Nova Asset Management LLC | 7,523 | $218.1 萬 | 1.52% | −705−8.6% | 減碼 |
| bLong Financial, LLC | 7,525 | $218.2 萬 | 1.68% | −50−0.7% | 減碼 |
| Southeast Asset Advisors Inc. | 7,529 | $218.3 萬 | 0.26% | +1,198+18.9% | 加碼 |
| Measured Wealth Private Client Group, LLC | 7,530 | $218.3 萬 | 0.65% | +625+9.1% | 加碼 |
| Saiph Capital, LLC | 7,533 | $218.4 萬 | 0.85% | +7,533 | 新進 |
| Mason & Associates Inc | 7,535 | $218.4 萬 | 0.50% | +137+1.9% | 加碼 |
| Fieldview Capital Management, LLC | 7,541 | $218.6 萬 | 0.33% | +7,541 | 新進 |
| Key Client Fiduciary Advisors, LLC | 7,550 | $218.9 萬 | 0.90% | +81+1.1% | 加碼 |
| Secured Retirement Advisors, LLC | 7,554 | $219.0 萬 | 1.31% | −255−3.3% | 減碼 |
| Palacios Wealth Management, LLC | 7,556 | $219.1 萬 | 1.80% | +5,226+224.3% | 加碼 |
| Sterling Investment Counsel, LLC | 7,566 | $219.3 萬 | 1.29% | −9,537−55.8% | 減碼 |
| ABLE Financial Group, LLC | 7,576 | $219.6 萬 | 0.53% | −378−4.8% | 減碼 |
| Cape Ann Savings Bank | 7,597 | $220.2 萬 | 1.32% | −825−9.8% | 減碼 |
| InTrack Investment Management Inc | 7,608 | $220.6 萬 | 1.48% | +993+15.0% | 加碼 |
| Berkeley Capital Partners, LLC | 7,612 | $220.7 萬 | 0.56% | −183−2.3% | 減碼 |
| Vivaldi Capital Management, LLC | 7,615 | $220.8 萬 | 0.33% | +134+1.8% | 加碼 |
| Onefund, LLC | 7,619 | $220.9 萬 | 1.59% | −94−1.2% | 減碼 |
| Five Oceans Advisors | 7,636 | $221.4 萬 | 0.94% | +48+0.6% | 加碼 |