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 |
|---|---|---|---|---|---|
| HBW Advisory Services LLC | 7,647 | $221.7 萬 | 0.27% | +441+6.1% | 加碼 |
| Asset Advisors Investment Management, LLC | 7,648 | $221.7 萬 | 0.22% | 00.0% | 不變 |
| Retirement Planning Group | 7,663 | $222.2 萬 | 0.09% | +606+8.6% | 加碼 |
| Garrison Point Advisors, LLC | 7,670 | $222.4 萬 | 1.02% | −180−2.3% | 減碼 |
| General Partner, Inc. | 7,672 | $222.4 萬 | 1.30% | 00.0% | 不變 |
| Clark Asset Management, LLC | 7,687 | $222.9 萬 | 0.30% | +5,147+202.6% | 加碼 |
| ZEGA Investments, LLC | 7,696 | $223.1 萬 | 0.56% | +907+13.4% | 加碼 |
| Aspen Grove Capital, LLC | 7,705 | $223.4 萬 | 0.38% | +2,115+37.8% | 加碼 |
| Fielder Capital Group LLC | 7,713 | $223.6 萬 | 0.60% | −785−9.2% | 減碼 |
| Syntax Research, Inc. | 7,717 | $223.7 萬 | 1.59% | +109+1.4% | 加碼 |
| TriaGen Wealth Management LLC | 7,717 | $223.7 萬 | 0.68% | −7,563−49.5% | 減碼 |
| Birmingham Capital Management Co Inc | 7,735 | $224.2 萬 | 0.99% | −3,470−31.0% | 減碼 |
| Foster Group, Inc. | 7,738 | $224.3 萬 | 0.08% | +366+5.0% | 加碼 |
| Armor Investment Advisors, LLC | 7,753 | $224.8 萬 | 0.85% | −612−7.3% | 減碼 |
| Paragon Private Wealth Management, LLC | 7,758 | $224.9 萬 | 0.90% | +1,512+24.2% | 加碼 |
| SWP Investment Management LLC | 7,765 | $225.1 萬 | 2.66% | +83+1.1% | 加碼 |
| Moment Partners, LLC | 7,787 | $225.8 萬 | 0.42% | +42+0.5% | 加碼 |
| Mendel Money Management | 7,808 | $226.4 萬 | 1.00% | −279−3.4% | 減碼 |
| Tandem Investment Partners LLC | 7,836 | $227.2 萬 | 1.98% | +761+10.8% | 加碼 |
| Ridgecrest Wealth Partners, LLC | 7,861 | $227.9 萬 | 1.20% | +7+0.1% | 加碼 |
| Ti-Trust, Inc | 7,879 | $228.4 萬 | 1.53% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 7,897 | $229.0 萬 | 0.15% | +35+0.4% | 加碼 |
| Edge Financial Advisors LLC | 7,906 | $229.3 萬 | 1.21% | −79−1.0% | 減碼 |
| Northwest Wealth Management, LLC | 7,908 | $229.3 萬 | 0.41% | +184+2.4% | 加碼 |
| MBA Advisors LLC | 7,909 | $229.3 萬 | 1.06% | −523−6.2% | 減碼 |
| Proffitt & Goodson Inc | 7,911 | $229.3 萬 | 0.35% | +124+1.6% | 加碼 |
| First National Bank & Trust Co of Newtown | 7,919 | $229.6 萬 | 0.46% | −585−6.9% | 減碼 |
| LVZ Advisors, Inc. | 7,927 | $229.8 萬 | 0.28% | −10.0% | 減碼 |
| Hendershot Investments Inc. | 7,945 | $230.3 萬 | 0.31% | −558−6.6% | 減碼 |
| CTC Alternative Strategies, Ltd. | 7,954 | $230.6 萬 | 2.02% | +5,754+261.5% | 加碼 |
| PFC Capital Group, Inc. | 7,955 | $230.6 萬 | 1.07% | −440−5.2% | 減碼 |
| Lion Street Advisors, LLC | 7,956 | $230.6 萬 | 0.70% | +414+5.5% | 加碼 |
| Scott Marsh Financial, LLC | 7,972 | $231.1 萬 | 0.86% | +7,972 | 新進 |
| BHK Investment Advisors, LLC | 7,977 | $231.3 萬 | 0.91% | −773−8.8% | 減碼 |
| Delta Investment Management, LLC | 7,982 | $231.4 萬 | 0.44% | +66+0.8% | 加碼 |
| McElhenny Sheffield Capital Management, LLC | 7,983 | $231.4 萬 | 0.62% | −6−0.1% | 減碼 |
| Roxbury Financial LLC | 7,985 | $231.5 萬 | 2.26% | −259−3.1% | 減碼 |
| Potomac Fund Management Inc | 8,113 | $231.9 萬 | 0.13% | −160−1.9% | 減碼 |
| American State Bank (Iowa) | 7,999 | $231.9 萬 | 1.28% | +34+0.4% | 加碼 |
| Element Wealth, LLC | 8,000 | $231.9 萬 | 1.07% | +2,449+44.1% | 加碼 |
| GoodHaven Capital Management, LLC | 8,000 | $231.9 萬 | 0.81% | 00.0% | 不變 |
| Silver Oak Securities, Inc | 8,002 | $232.0 萬 | 0.19% | +121+1.5% | 加碼 |
| Promethium Advisors,llc | 8,004 | $232.0 萬 | 1.41% | +390+5.1% | 加碼 |
| O'Brien Greene & Co. Inc | 8,014 | $232.3 萬 | 0.76% | 00.0% | 不變 |
| Tortoise Investment Management, LLC | 8,028 | $232.7 萬 | 0.22% | +80+1.0% | 加碼 |
| Aspen Wealth Strategies, LLC | 8,036 | $233.0 萬 | 1.40% | +562+7.5% | 加碼 |
| Syntegra Private Wealth Group, LLC | 8,038 | $233.0 萬 | 0.24% | +842+11.7% | 加碼 |
| One Wealth Advisors, LLC | 8,043 | $233.2 萬 | 0.32% | −8−0.1% | 減碼 |
| Perpetual Ltd | 8,047 | $233.3 萬 | 0.03% | −4,083−33.7% | 減碼 |
| Eagle Wealth Strategies LLC | 8,050 | $233.4 萬 | 1.31% | −1,130−12.3% | 減碼 |
| Garland Capital Management Inc | 8,070 | $234.0 萬 | 7.43% | −17,585−68.5% | 減碼 |
| Apollon Financial, LLC | 8,107 | $235.0 萬 | 0.49% | +125+1.6% | 加碼 |
| Foster Victor Wealth Advisors, LLC | 8,301 | $235.1 萬 | 0.16% | +175+2.2% | 加碼 |
| Arbor Capital Management Inc | 7,992 | $235.5 萬 | 2.05% | −185−2.3% | 減碼 |
| Woodard & Co Asset Management Group Inc | 8,132 | $235.8 萬 | 0.43% | +346+4.4% | 加碼 |
| SMART Wealth LLC | 8,173 | $237.0 萬 | 0.74% | +20.0% | 加碼 |
| Alesco Advisors LLC | 8,174 | $237.0 萬 | 0.07% | +81+1.0% | 加碼 |
| Weaver C. Barksdale & Associates, Inc. | 8,176 | $237.1 萬 | 2.27% | −738−8.3% | 減碼 |
| Versant Capital Management, Inc | 8,178 | $237.1 萬 | 0.36% | +868+11.9% | 加碼 |
| Jmac Enterprises LLC | 8,191 | $237.5 萬 | 0.51% | −100−1.2% | 減碼 |
| Accel Wealth Management | 8,204 | $237.8 萬 | 0.79% | −146−1.7% | 減碼 |
| Summit Wealth & Retirement Planning, Inc. | 8,220 | $238.3 萬 | 0.64% | 00.0% | 不變 |
| CPA Asset Management LLC | 8,223 | $238.4 萬 | 1.00% | 00.0% | 不變 |
| Sustainable Insight Capital Management, LLC | 8,225 | $238.5 萬 | 1.08% | −13,127−61.5% | 減碼 |
| Ellsworth Advisors, LLC | 8,225 | $238.5 萬 | 0.58% | −924−10.1% | 減碼 |
| TLWM | 8,226 | $238.5 萬 | 0.45% | −35−0.4% | 減碼 |
| Ibex Wealth Advisors | 8,235 | $238.7 萬 | 0.25% | −17,064−67.4% | 減碼 |
| Trust Co | 8,239 | $238.9 萬 | 0.27% | −361−4.2% | 減碼 |
| Tudor Financial Inc. | 8,244 | $239.0 萬 | 1.35% | +81+1.0% | 加碼 |
| CoreFirst Bank & Trust | 8,246 | $239.1 萬 | 1.35% | −368−4.3% | 減碼 |
| Cheviot Value Management, LLC | 8,290 | $239.4 萬 | 0.27% | −93−1.1% | 減碼 |
| Cora Capital Advisors LLC | 8,279 | $240.0 萬 | 1.07% | +265+3.3% | 加碼 |
| Johnson & White Wealth Management, LLC | 8,291 | $240.4 萬 | 1.21% | −71−0.8% | 減碼 |
| First National Bank Sioux Falls | 8,294 | $240.5 萬 | 0.88% | −70−0.8% | 減碼 |
| Private Client Services, LLC | 8,310 | $240.9 萬 | 0.94% | +1,419+20.6% | 加碼 |
| Bolthouse Investments, LLC | 8,317 | $241.1 萬 | 2.39% | 00.0% | 不變 |
| First County Bank | 8,322 | $241.3 萬 | 1.30% | −489−5.5% | 減碼 |
| Cypress Capital Management LLC (WY) | 8,355 | $242.2 萬 | 2.63% | −81−1.0% | 減碼 |
| Roberts Capital Advisors, LLC | 8,358 | $242.3 萬 | 1.79% | +2,687+47.4% | 加碼 |
| Seven Mile Advisory | 8,360 | $242.4 萬 | 1.46% | −77−0.9% | 減碼 |
| RoundAngle Advisors LLC | 8,362 | $242.4 萬 | 2.02% | +28+0.3% | 加碼 |
| Castle Wealth Management LLC | 8,369 | $242.6 萬 | 0.88% | −315−3.6% | 減碼 |
| Evergreen Wealth Management, LLC | 8,370 | $242.6 萬 | 1.36% | +66+0.8% | 加碼 |
| Chancellor Financial Group WB LP | 8,372 | $242.7 萬 | 1.89% | +137+1.7% | 加碼 |
| Game Creek Capital, LP | 8,375 | $242.8 萬 | 1.24% | 00.0% | 不變 |
| Gallagher Fiduciary Advisors, LLC | 8,380 | $242.9 萬 | 0.09% | +50+0.6% | 加碼 |
| Fortitude Advisory Group L.L.C. | 8,417 | $244.0 萬 | 1.39% | −272−3.1% | 減碼 |
| Lakeshore Financial Planning, Inc. | 8,417 | $244.1 萬 | 0.98% | +37+0.4% | 加碼 |
| Stableford Capital II LLC | 8,175 | $244.1 萬 | 0.92% | −950−10.4% | 減碼 |
| Eley Financial Management, Inc | 8,427 | $244.3 萬 | 0.94% | −112−1.3% | 減碼 |
| Affiance Financial, LLC | 8,445 | $244.8 萬 | 0.50% | +205+2.5% | 加碼 |
| Guardian Investment Management | 8,449 | $244.9 萬 | 2.53% | −4,800−36.2% | 減碼 |
| LexAurum Advisors, LLC | 8,453 | $245.1 萬 | 0.39% | −442−5.0% | 減碼 |
| Mainstream Capital Management LLC | 8,454 | $245.1 萬 | 1.78% | −27−0.3% | 減碼 |
| Bay Capital Advisors, LLC | 8,461 | $245.3 萬 | 1.87% | +40.0% | 加碼 |
| Icapital Wealth LLC | 8,462 | $245.3 萬 | 1.39% | −22−0.3% | 減碼 |
| Ames National Corp | 8,490 | $246.1 萬 | 1.59% | −600−6.6% | 減碼 |
| Orion Capital Management LLC | 8,494 | $246.2 萬 | 0.94% | 00.0% | 不變 |
| Capital Management Associates | 8,500 | $246.4 萬 | 4.02% | 00.0% | 不變 |
| IFG Advisors, LLC | 8,525 | $247.2 萬 | 0.42% | +49+0.6% | 加碼 |