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 5,159 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 | 5,159 | $6,437 億 |
| 2026 年第 1 季 | 5,104 | $5,720 億 |
| 2025 年第 4 季 | 5,155 | $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 |
|---|---|---|---|---|---|
| Prairie Sky Financial Group LLC | 8,533 | $247.4 萬 | 1.36% | 00.0% | 不變 |
| Vision Capital Management, Inc. | 8,535 | $247.4 萬 | 0.33% | −705−7.6% | 減碼 |
| City State Bank | 8,538 | $247.5 萬 | 0.78% | −129−1.5% | 減碼 |
| Cornercap Investment Counsel Inc | 8,540 | $247.6 萬 | 1.29% | −2,219−20.6% | 減碼 |
| Navellier & Associates Inc | 8,540 | $247.6 萬 | 0.31% | 00.0% | 不變 |
| Paulson Wealth Management Inc. | 8,544 | $247.7 萬 | 0.64% | −21−0.2% | 減碼 |
| Legacy Edge Advisors, LLC | 8,547 | $247.8 萬 | 0.33% | +276+3.3% | 加碼 |
| Vigilare Wealth Management | 8,551 | $247.9 萬 | 0.93% | +4,858+131.5% | 加碼 |
| Texas Capital Bancshares Inc | 8,559 | $248.1 萬 | 0.90% | −130−1.5% | 減碼 |
| Whitaker-Myers Wealth Managers, LTD. | 8,563 | $248.3 萬 | 0.63% | +2,496+41.1% | 加碼 |
| M. Kraus & Co | 8,572 | $248.5 萬 | 0.73% | 00.0% | 不變 |
| Centerpoint Advisory Group | 8,579 | $248.7 萬 | 2.16% | +793+10.2% | 加碼 |
| JNBA Financial Advisors | 8,585 | $248.9 萬 | 0.24% | −41−0.5% | 減碼 |
| Vista Investment Partners II, LLC | 8,593 | $249.1 萬 | 1.20% | +21+0.2% | 加碼 |
| Citadel Investment Advisory, Inc. | 8,599 | $249.3 萬 | 1.21% | −287−3.2% | 減碼 |
| Cim, LLC | 8,600 | $249.3 萬 | 0.34% | −66−0.8% | 減碼 |
| Bayesian Capital Management, LP | 8,602 | $249.4 萬 | 0.39% | +8,602 | 新進 |
| W Advisors, LLC | 8,604 | $249.4 萬 | 1.43% | −141−1.6% | 減碼 |
| Sentry Investment Management LLC | 8,831 | $249.7 萬 | 1.38% | −185−2.1% | 減碼 |
| Baron Silver Stevens Financial Advisors, LLC | 8,622 | $250.0 萬 | 0.40% | +834+10.7% | 加碼 |
| Monte Financial Group, LLC | 8,632 | $250.3 萬 | 0.97% | +77+0.9% | 加碼 |
| Lazari Capital Management, Inc. | 8,636 | $250.4 萬 | 0.94% | −288−3.2% | 減碼 |
| Anb Bank | 8,636 | $250.4 萬 | 1.12% | −165−1.9% | 減碼 |
| Security Financial Services, INC. | 8,643 | $250.6 萬 | 0.44% | +1,054+13.9% | 加碼 |
| Stance Capital LLC | 8,647 | $250.7 萬 | 0.94% | +8,647 | 新進 |
| Sunbeam Capital Management, LLC | 8,651 | $250.8 萬 | 1.90% | +392+4.7% | 加碼 |
| Keystone Financial Services | 8,655 | $250.9 萬 | 0.85% | +129+1.5% | 加碼 |
| Defined Wealth Management, LLC | 8,665 | $251.2 萬 | 1.55% | −17−0.2% | 減碼 |
| Inman Jager Wealth Management, LLC | 8,669 | $251.3 萬 | 1.70% | +95+1.1% | 加碼 |
| Bordeaux Wealth Advisors LLC | 8,672 | $251.4 萬 | 0.32% | −145−1.6% | 減碼 |
| Rodgers Brothers Inc. | 8,685 | $251.8 萬 | 0.32% | 00.0% | 不變 |
| Matrix Private Capital Group LLC | 8,693 | $252.0 萬 | 1.48% | −1,082−11.1% | 減碼 |
| Bouchey Financial Group Ltd | 8,696 | $252.1 萬 | 0.21% | +174+2.0% | 加碼 |
| Stephens Consulting, LLC | 8,701 | $252.3 萬 | 0.60% | +906+11.6% | 加碼 |
| One + One Wealth Management, LLC | 8,717 | $252.7 萬 | 1.38% | −260−2.9% | 減碼 |
| Wealth Management Associates, Inc. | 8,737 | $253.3 萬 | 0.99% | +572+7.0% | 加碼 |
| Oarsman Capital, Inc. | 8,757 | $253.9 萬 | 0.40% | −177−2.0% | 減碼 |
| Front Row Advisors LLC | 8,786 | $254.7 萬 | 0.89% | +150+1.7% | 加碼 |
| Meridian Investment Counsel Inc. | 8,787 | $254.7 萬 | 0.69% | 00.0% | 不變 |
| Trail Ridge Investment Advisors, LLC | 8,600 | $254.8 萬 | 1.23% | −276−3.1% | 減碼 |
| Hummer Financial Advisory Services Inc | 8,790 | $254.8 萬 | 1.91% | 00.0% | 不變 |
| United Community Bank | 8,800 | $255.1 萬 | 0.87% | −767−8.0% | 減碼 |
| South Street Advisors LLC | 8,807 | $255.3 萬 | 0.38% | +25+0.3% | 加碼 |
| Prossimo Advisors, LLC | 8,831 | $256.1 萬 | 2.06% | +10+0.1% | 加碼 |
| Corrado Advisors, LLC | 8,853 | $256.7 萬 | 1.57% | −337−3.7% | 減碼 |
| Walled Lake Planning & Wealth Management, LLC | 8,876 | $257.3 萬 | 0.84% | −2,054−18.8% | 減碼 |
| Westmount Partners, LLC | 8,883 | $257.5 萬 | 0.71% | −8−0.1% | 減碼 |
| Westbourne Investment Advisors, Inc. | 8,890 | $257.7 萬 | 0.78% | +400+4.7% | 加碼 |
| Strait & Sound Wealth Management LLC | 8,890 | $257.7 萬 | 1.09% | −562−5.9% | 減碼 |
| Childress Capital Advisors, LLC | 8,894 | $257.9 萬 | 0.65% | +479+5.7% | 加碼 |
| Total Wealth Planning, LLC | 8,899 | $258.0 萬 | 0.33% | +8,899 | 新進 |
| Y.D. More Investments Ltd | 8,912 | $258.1 萬 | 0.18% | −1,300−12.7% | 減碼 |
| Kelly Lawrence W & Associates Inc | 8,903 | $258.1 萬 | 0.68% | −125−1.4% | 減碼 |
| Great Diamond Partners, LLC | 8,904 | $258.1 萬 | 0.55% | +5,512+162.5% | 加碼 |
| Cromwell Holdings LLC | 8,913 | $258.4 萬 | 1.57% | 00.0% | 不變 |
| Bennett Selby Investments LP | 8,917 | $258.5 萬 | 0.92% | 00.0% | 不變 |
| Financial Management Network Inc | 8,734 | $258.5 萬 | 0.46% | +1,145+15.1% | 加碼 |
| Wealthquest Corp | 8,925 | $258.7 萬 | 0.20% | +132+1.5% | 加碼 |
| Warm Springs Advisors Inc. | 8,975 | $260.2 萬 | 2.23% | −158−1.7% | 減碼 |
| Signet Financial Management, LLC | 8,981 | $260.4 萬 | 0.33% | +159+1.8% | 加碼 |
| Virtue Capital Management, LLC | 8,999 | $260.9 萬 | 0.48% | −2,014−18.3% | 減碼 |
| Bayview Asset Management, LLC | 9,000 | $260.9 萬 | 2.63% | −57−0.6% | 減碼 |
| Freemont Management S.A. | 9,000 | $260.9 萬 | 0.43% | +2,100+30.4% | 加碼 |
| Birchbrook, Inc. | 9,002 | $261.0 萬 | 1.40% | −151−1.6% | 減碼 |
| Yukon Wealth Management, Inc. | 9,020 | $261.5 萬 | 0.94% | +89+1.0% | 加碼 |
| Keystone Wealth Services, LLC | 9,029 | $261.8 萬 | 0.63% | +1,463+19.3% | 加碼 |
| Atwood & Palmer Inc | 9,043 | $262.2 萬 | 0.16% | +94+1.1% | 加碼 |
| Iron Financial, LLC | 9,050 | $262.4 萬 | 1.39% | +65+0.7% | 加碼 |
| TKG Advisors, LLC | 9,054 | $262.5 萬 | 1.18% | −77−0.8% | 減碼 |
| Charter Oak Capital Management, LLC | 9,056 | $262.6 萬 | 0.22% | +310+3.5% | 加碼 |
| Mendel Capital Management LLC | 9,057 | $262.6 萬 | 1.50% | −140−1.5% | 減碼 |
| Kercheville Advisors, LLC | 9,065 | $262.8 萬 | 0.91% | +7,015+342.2% | 加碼 |
| Navalign, LLC | 9,086 | $263.4 萬 | 0.73% | −475−5.0% | 減碼 |
| Independent Solutions Wealth Management, LLC | 9,086 | $263.4 萬 | 0.51% | +719+8.6% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 9,104 | $264.0 萬 | 1.28% | +526+6.1% | 加碼 |
| Legacy Bridge, LLC | 9,115 | $264.3 萬 | 1.25% | 00.0% | 不變 |
| Savoie Capital LLC | 9,129 | $264.7 萬 | 0.33% | 00.0% | 不變 |
| Hilltop Partners LLC | 9,141 | $265.0 萬 | 0.80% | +890+10.8% | 加碼 |
| ROI Financial Advisors, LLC | 9,158 | $265.5 萬 | 1.69% | +1,471+19.1% | 加碼 |
| Centennial Bank | 9,178 | $266.1 萬 | 1.12% | −85−0.9% | 減碼 |
| Altman Advisors, Inc. | 9,165 | $266.2 萬 | 1.09% | +67+0.7% | 加碼 |
| Samalin Investment Counsel, LLC | 9,191 | $266.5 萬 | 1.02% | −71−0.8% | 減碼 |
| Reik & Co., LLC | 9,210 | $267.0 萬 | 0.67% | +6,478+237.1% | 加碼 |
| Brian Low Financial Group, LLC | 9,235 | $267.7 萬 | 2.51% | +9,235 | 新進 |
| N.E.W. Advisory Services LLC | 9,255 | $268.3 萬 | 0.26% | +716+8.4% | 加碼 |
| Lederer & Associates Investment Counsel | 9,279 | $269.0 萬 | 1.78% | −139−1.5% | 減碼 |
| Washington Capital Management Inc | 9,280 | $269.0 萬 | 2.00% | 00.0% | 不變 |
| Mosaic Financial Group, LLC | 9,281 | $269.1 萬 | 2.06% | −15−0.2% | 減碼 |
| First Heartland Consultants, Inc. | 9,303 | $269.7 萬 | 0.24% | +817+9.6% | 加碼 |
| Kapstone Financial Advisors LLC | 9,306 | $269.8 萬 | 1.35% | −20−0.2% | 減碼 |
| Drive Wealth Management, LLC | 9,309 | $269.9 萬 | 0.59% | +175+1.9% | 加碼 |
| Wall Street Access Asset Management, LLC | 9,311 | $269.9 萬 | 0.94% | +2,566+38.0% | 加碼 |
| Prentice Wealth Management LLC | 9,314 | $270.0 萬 | 0.71% | −350−3.6% | 減碼 |
| Newbridge Financial Services Group, Inc. | 9,323 | $270.3 萬 | 0.44% | +3,419+57.9% | 加碼 |
| Asio Capital, LLC | 9,328 | $270.4 萬 | 0.45% | +290+3.2% | 加碼 |
| Napa Wealth Management | 9,332 | $270.6 萬 | 1.29% | +9,332 | 新進 |
| Money Concepts Capital Corp | 9,359 | $271.3 萬 | 0.18% | −1,615−14.7% | 減碼 |
| Emprise Bank | 9,372 | $271.7 萬 | 1.30% | +53+0.6% | 加碼 |
| Papamarkou Wellner Asset Management inc. | 9,382 | $272.0 萬 | 1.80% | +156+1.7% | 加碼 |
| Astoria Portfolio Advisors LLC. | 9,183 | $272.3 萬 | 0.77% | −281−3.0% | 減碼 |