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 5,157 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 | 5,157 | $6,437 億 |
| 2026 年第 1 季 | 5,103 | $5,721 億 |
| 2025 年第 4 季 | 5,155 | $6,395 億 |
| 2025 年第 3 季 | 4,766 | $6,180 億 |
| 2025 年第 2 季 | 4,753 | $5,824 億 |
| 2025 年第 1 季 | 4,680 | $4,946 億 |
| 2024 年第 4 季 | 4,680 | $4,900 億 |
| 2024 年第 3 季 | 4,216 | $4,294 億 |
| 2024 年第 2 季 | 4,182 | $4,162 億 |
| 2024 年第 1 季 | 4,121 | $4,145 億 |
| 2023 年第 4 季 | 4,002 | $3,518 億 |
| 2023 年第 3 季 | 3,711 | $2,970 億 |
| 2023 年第 2 季 | 3,673 | $2,976 億 |
| 2023 年第 1 季 | 3,613 | $2,663 億 |
| 2022 年第 4 季 | 3,629 | $2,783 億 |
| 2022 年第 3 季 | 3,396 | $2,129 億 |
| 2022 年第 2 季 | 3,428 | $2,293 億 |
| 2022 年第 1 季 | 3,520 | $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 |
|---|---|---|---|---|---|
| James Investment Research Inc | 75,866 | $2,199 萬 | 2.62% | −2,043−2.6% | 減碼 |
| Cabot Wealth Management Inc | 75,670 | $2,194 萬 | 2.61% | −516−0.7% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 75,592 | $2,191 萬 | 0.19% | −1,397−1.8% | 減碼 |
| Calamos Wealth Management LLC | 75,476 | $2,188 萬 | 0.93% | +51,191+210.8% | 加碼 |
| First American Trust, FSB | 75,343 | $2,184 萬 | 1.74% | +9,174+13.9% | 加碼 |
| Hilltop Holdings Inc. | 75,274 | $2,182 萬 | 1.40% | +5,307+7.6% | 加碼 |
| Churchill Management Corp | 75,014 | $2,175 萬 | 0.24% | +39,275+109.9% | 加碼 |
| William Blair Investment Management, LLC | 74,958 | $2,173 萬 | 0.06% | −124,581−62.4% | 減碼 |
| CCM Investment Advisers LLC | 74,943 | $2,173 萬 | 2.34% | +512+0.7% | 加碼 |
| Journey Advisory Group, LLC | 74,918 | $2,172 萬 | 1.69% | +1,691+2.3% | 加碼 |
| JB Capital LLC | 74,591 | $2,162 萬 | 1.05% | +1,014+1.4% | 加碼 |
| Sowell Financial Services LLC | 74,287 | $2,154 萬 | 0.88% | +624+0.8% | 加碼 |
| Tufton Capital Management | 74,260 | $2,153 萬 | 4.09% | −2,385−3.1% | 減碼 |
| FourThought Financial Partners, LLC | 74,257 | $2,153 萬 | 2.13% | −1,530−2.0% | 減碼 |
| BTC Capital Management, Inc. | 74,464 | $2,150 萬 | 1.76% | +122+0.2% | 加碼 |
| MASTERINVEST Kapitalanlage GmbH | 74,107 | $2,148 萬 | 2.26% | +74,107 | 新進 |
| Sagespring Wealth Partners, LLC | 73,899 | $2,142 萬 | 0.46% | +6,988+10.4% | 加碼 |
| National Asset Management, Inc. | 73,561 | $2,133 萬 | 1.03% | −37,018−33.5% | 減碼 |
| Meeder Advisory Services, Inc. | 73,317 | $2,126 萬 | 1.10% | +3,396+4.9% | 加碼 |
| Moneta Group Investment Advisors LLC | 73,131 | $2,120 萬 | 0.25% | +9,553+15.0% | 加碼 |
| Circle Wealth Management, LLC | 72,993 | $2,116 萬 | 0.47% | −452−0.6% | 減碼 |
| Pictet North America Advisors SA | 72,957 | $2,115 萬 | 2.12% | −4,464−5.8% | 減碼 |
| Cohen Klingenstein LLC | 72,700 | $2,108 萬 | 0.70% | 00.0% | 不變 |
| Cypress Capital Group | 72,687 | $2,107 萬 | 2.62% | +3,966+5.8% | 加碼 |
| German American Bancorp, Inc. | 72,687 | $2,107 萬 | 2.06% | −465−0.6% | 減碼 |
| Tompkins Financial Corp | 72,456 | $2,101 萬 | 1.93% | −1,968−2.6% | 減碼 |
| Stockman Wealth Management, Inc. | 72,299 | $2,096 萬 | 2.85% | +132+0.2% | 加碼 |
| Osher Van de Voorde Investment Management | 72,287 | $2,096 萬 | 4.75% | −1,676−2.3% | 減碼 |
| Community Bank, N.A. | 72,203 | $2,093 萬 | 2.75% | −2,622−3.5% | 減碼 |
| Everence Capital Management Inc | 71,665 | $2,078 萬 | 1.34% | 00.0% | 不變 |
| Richard C. Young & CO., LTD. | 71,490 | $2,073 萬 | 2.05% | +191+0.3% | 加碼 |
| GLOBALT Investments LLC | 71,113 | $2,062 萬 | 0.79% | −3,417−4.6% | 減碼 |
| Canada Post Corp Registered Pension Plan | 71,045 | $2,060 萬 | 1.21% | −18,462−20.6% | 減碼 |
| Leith Wheeler Investment Counsel Ltd. | 70,688 | $2,049 萬 | 1.46% | −5,189−6.8% | 減碼 |
| Caisse des Depots Et Consignations | 70,586 | $2,046 萬 | 0.86% | 00.0% | 不變 |
| Picton Mahoney Asset Management | 70,278 | $2,037 萬 | 0.29% | −15,355−17.9% | 減碼 |
| Advisors Asset Management, Inc. | 69,438 | $2,013 萬 | 0.36% | −6,541−8.6% | 減碼 |
| Allied Investment Advisors, LLC | 69,418 | $2,013 萬 | 3.52% | −735−1.0% | 減碼 |
| Woodstock Corp | 68,926 | $1,998 萬 | 1.84% | −1,872−2.6% | 減碼 |
| Willis Investment Counsel | 68,920 | $1,998 萬 | 1.17% | +9,400+15.8% | 加碼 |
| HRT Financial LP | 68,779 | $1,994 萬 | 0.09% | −60,244−46.7% | 減碼 |
| DSG Capital Advisors, LLC | 68,623 | $1,989 萬 | 3.54% | +1,405+2.1% | 加碼 |
| Farmers Trust Co | 68,513 | $1,986 萬 | 3.71% | −11,024−13.9% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 68,405 | $1,983 萬 | 0.45% | +6,876+11.2% | 加碼 |
| Connors Investor Services Inc | 68,397 | $1,983 萬 | 1.76% | −1,762−2.5% | 減碼 |
| Wellington Shields Capital Management, LLC | 68,333 | $1,981 萬 | 3.35% | −908−1.3% | 減碼 |
| Caldwell Trust Co | 68,184 | $1,977 萬 | 1.98% | −1,010−1.5% | 減碼 |
| Diversified Trust Co | 68,132 | $1,975 萬 | 0.44% | −7,499−9.9% | 減碼 |
| Greenwood Gearhart Inc | 68,123 | $1,975 萬 | 1.23% | +1,451+2.2% | 加碼 |
| Woodley Farra Manion Portfolio Management Inc | 67,971 | $1,971 萬 | 0.93% | −2,488−3.5% | 減碼 |
| 1st Source Bank | 67,805 | $1,966 萬 | 1.08% | −1,753−2.5% | 減碼 |
| Atria Wealth Solutions, Inc. | 67,471 | $1,965 萬 | 0.44% | −82,054−54.9% | 減碼 |
| IHT Wealth Management, LLC | 67,751 | $1,964 萬 | 0.54% | +3,982+6.2% | 加碼 |
| Venturi Wealth Management, LLC | 67,656 | $1,961 萬 | 0.97% | −676−1.0% | 減碼 |
| PFG Investments, LLC | 67,564 | $1,959 萬 | 1.15% | −977−1.4% | 減碼 |
| Sterling Capital Management LLC | 67,265 | $1,950 萬 | 0.28% | +282+0.4% | 加碼 |
| River Wealth Advisors LLC | 67,260 | $1,950 萬 | 2.42% | +1,186+1.8% | 加碼 |
| Iowa State Bank | 67,257 | $1,950 萬 | 3.88% | −526−0.8% | 減碼 |
| Heritage Trust Co | 67,232 | $1,949 萬 | 2.25% | −2,102−3.0% | 減碼 |
| Copeland Capital Management, LLC | 67,204 | $1,948 萬 | 0.40% | −258−0.4% | 減碼 |
| Barbara Oil Co. | 67,000 | $1,942 萬 | 7.64% | 00.0% | 不變 |
| Naples Global Advisors, LLC | 66,950 | $1,941 萬 | 1.67% | +1,066+1.6% | 加碼 |
| One Capital Management, LLC | 66,932 | $1,940 萬 | 0.67% | +3,130+4.9% | 加碼 |
| Close Asset Management Ltd | 66,927 | $1,939 萬 | 0.57% | +1,212+1.8% | 加碼 |
| Griffin Asset Management, Inc. | 66,796 | $1,936 萬 | 2.29% | +2,683+4.2% | 加碼 |
| Granite Investment Partners, LLC | 66,651 | $1,932 萬 | 0.94% | −719−1.1% | 減碼 |
| MUFG Securities Americas Inc. | 66,632 | $1,932 萬 | 1.65% | +11,425+20.7% | 加碼 |
| AMG National Trust Bank | 66,477 | $1,927 萬 | 0.51% | −326−0.5% | 減碼 |
| Strategy Asset Managers LLC | 66,448 | $1,926 萬 | 3.60% | +527+0.8% | 加碼 |
| Atomi Financial Group, Inc. | 66,390 | $1,925 萬 | 0.73% | +3,725+5.9% | 加碼 |
| Sigma Planning Corp | 66,359 | $1,924 萬 | 0.58% | −6,273−8.6% | 減碼 |
| Telos Capital Management, Inc. | 66,323 | $1,923 萬 | 1.96% | +1,036+1.6% | 加碼 |
| BKD Wealth Advisors, LLC | 66,287 | $1,922 萬 | 0.41% | +313+0.5% | 加碼 |
| Haverford Financial Services, Inc. | 66,079 | $1,916 萬 | 5.67% | −175−0.3% | 減碼 |
| Buckingham Strategic Partners | 65,923 | $1,911 萬 | 0.26% | −8,646−11.6% | 減碼 |
| Winslow Asset Management Inc | 65,874 | $1,910 萬 | 3.85% | −303−0.5% | 減碼 |
| Steel Peak Wealth Management LLC | 65,660 | $1,904 萬 | 0.74% | −1,968−2.9% | 減碼 |
| Spire Wealth Management | 66,519 | $1,903 萬 | 0.68% | −32,643−32.9% | 減碼 |
| Goelzer Investment Management, Inc. | 65,626 | $1,903 萬 | 1.04% | +13,981+27.1% | 加碼 |
| David Loasby | 65,745 | $1,902 萬 | 1.62% | +675+1.0% | 加碼 |
| Essex Financial Services, Inc. | 65,511 | $1,899 萬 | 1.25% | −727−1.1% | 減碼 |
| Intellus Advisors LLC | 65,511 | $1,899 萬 | 2.83% | −726−1.1% | 減碼 |
| Bank of Nova Scotia Trust Co | 65,261 | $1,892 萬 | 1.86% | +490+0.8% | 加碼 |
| Legacy Private Trust Co. | 64,830 | $1,879 萬 | 1.21% | −2,352−3.5% | 減碼 |
| Princeton Global Asset Management LLC | 64,611 | $1,873 萬 | 3.40% | −182−0.3% | 減碼 |
| VestGen Advisors, LLC | 63,875 | $1,867 萬 | 0.74% | +216+0.3% | 加碼 |
| Pettyjohn, Wood & White, Inc | 64,275 | $1,863 萬 | 3.33% | −122−0.2% | 減碼 |
| SFE Investment Counsel | 64,092 | $1,858 萬 | 3.27% | +3,015+4.9% | 加碼 |
| Wells Trecaso Financial Group, LLC | 64,080 | $1,858 萬 | 5.74% | −200.0% | 減碼 |
| Means Investment Co., Inc. | 64,023 | $1,856 萬 | 1.76% | +717+1.1% | 加碼 |
| Spinnaker Trust | 63,781 | $1,849 萬 | 1.11% | +1,343+2.2% | 加碼 |
| Hudson Valley Investment Advisors Inc | 63,513 | $1,841 萬 | 2.02% | −6,057−8.7% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 63,459 | $1,840 萬 | 1.36% | +1,115+1.8% | 加碼 |
| Ethic Inc. | 63,990 | $1,837 萬 | 0.33% | +475+0.7% | 加碼 |
| South Dakota Investment Council | 63,271 | $1,834 萬 | 0.35% | −44,722−41.4% | 減碼 |
| Hollencrest Capital Management | 62,983 | $1,826 萬 | 0.78% | −9,784−13.4% | 減碼 |
| AlphaCore Capital LLC | 62,851 | $1,822 萬 | 0.69% | +4,334+7.4% | 加碼 |
| Burling Wealth Partners, LLC | 62,816 | $1,821 萬 | 3.36% | +1,366+2.2% | 加碼 |
| Vestcor Inc | 62,772 | $1,820 萬 | 0.55% | +8,780+16.3% | 加碼 |
| AustralianSuper Pty Ltd | 62,712 | $1,818 萬 | 0.09% | −151,655−70.7% | 減碼 |