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 |
|---|---|---|---|---|---|
| Marshall Wace, LLP | 62,516 | $1,812 萬 | 0.02% | +44,816+253.2% | 加碼 |
| Roundview Capital LLC | 62,496 | $1,812 萬 | 1.21% | +200.0% | 加碼 |
| Integrated Advisors Network LLC | 62,274 | $1,805 萬 | 0.82% | −2,514−3.9% | 減碼 |
| Addenda Capital Inc. | 62,232 | $1,804 萬 | 0.65% | +4,544+7.9% | 加碼 |
| Strategic Wealth Partners, Ltd. | 62,161 | $1,802 萬 | 1.42% | +62,161 | 新進 |
| Sara-Bay Financial | 61,964 | $1,796 萬 | 6.43% | −1,115−1.8% | 減碼 |
| Zuckerman Investment Group, LLC | 61,939 | $1,796 萬 | 1.74% | +1,373+2.3% | 加碼 |
| Eagle Rock Investment Company, LLC | 61,917 | $1,795 萬 | 2.84% | −1,990−3.1% | 減碼 |
| Fagan Associates, Inc. | 61,772 | $1,791 萬 | 2.77% | −882−1.4% | 減碼 |
| Kestra Investment Management, LLC | 67,383 | $1,786 萬 | 0.28% | +29,897+79.8% | 加碼 |
| Cornerstone Wealth Group, LLC | 61,564 | $1,785 萬 | 1.34% | +1,205+2.0% | 加碼 |
| Camden National Bank | 61,533 | $1,784 萬 | 2.57% | −1,198−1.9% | 減碼 |
| Farmers National Bank | 61,445 | $1,781 萬 | 4.70% | −2,248−3.5% | 減碼 |
| Simmons Bank | 61,369 | $1,779 萬 | 1.27% | −836−1.3% | 減碼 |
| Carmel Capital Management L.L.C. | 61,272 | $1,776 萬 | 5.99% | −100−0.2% | 減碼 |
| Northside Capital Management, LLC | 61,152 | $1,773 萬 | 1.35% | +53,970+751.5% | 加碼 |
| NJ State Employees Deferred Compensation Plan | 61,000 | $1,768 萬 | 2.09% | 00.0% | 不變 |
| Cardinal Point Capital Management, ULC | 60,967 | $1,767 萬 | 1.40% | +79+0.1% | 加碼 |
| NorthRock Partners, LLC | 68,583 | $1,761 萬 | 0.46% | +7,245+11.8% | 加碼 |
| Schnieders Capital Management LLC | 60,730 | $1,761 萬 | 3.09% | +565+0.9% | 加碼 |
| Vantage Investment Partners, LLC | 60,441 | $1,752 萬 | 1.28% | −274−0.5% | 減碼 |
| Twin Capital Management Inc | 59,895 | $1,736 萬 | 1.85% | +472+0.8% | 加碼 |
| Cypress Asset Management Inc | 59,873 | $1,736 萬 | 4.18% | +635+1.1% | 加碼 |
| Ar Asset Management Inc | 59,825 | $1,734 萬 | 3.85% | −221−0.4% | 減碼 |
| Cardinal Capital Management | 59,809 | $1,734 萬 | 2.54% | +4,403+7.9% | 加碼 |
| Greystone Financial Group, LLC | 59,744 | $1,732 萬 | 2.85% | −422−0.7% | 減碼 |
| WealthBridge Investment Counsel Inc. | 59,721 | $1,731 萬 | 5.61% | −1,410−2.3% | 減碼 |
| First National Advisers, LLC | 59,644 | $1,729 萬 | 2.53% | +230+0.4% | 加碼 |
| Punch & Associates Investment Management, Inc. | 59,590 | $1,728 萬 | 1.06% | +2,351+4.1% | 加碼 |
| Artemis Investment Management LLP | 59,405 | $1,722 萬 | 0.22% | 00.0% | 不變 |
| Johnson Financial Group, Inc. | 59,244 | $1,718 萬 | 0.77% | +3,476+6.2% | 加碼 |
| Fidelis Capital Partners, LLC | 58,940 | $1,717 萬 | 1.56% | +900+1.6% | 加碼 |
| Country Club Bank | 59,781 | $1,716 萬 | 1.08% | −390−0.6% | 減碼 |
| Meritage Portfolio Management | 58,953 | $1,709 萬 | 1.08% | −1,053−1.8% | 減碼 |
| Buckley Wealth Management, LLC | 58,950 | $1,709 萬 | 5.11% | −2,071−3.4% | 減碼 |
| Mitchell Capital Management Co | 58,405 | $1,701 萬 | 3.18% | −8,041−12.1% | 減碼 |
| Consolidated Planning Corp | 58,608 | $1,699 萬 | 2.13% | −792−1.3% | 減碼 |
| Edgestream Partners, L.P. | 58,583 | $1,698 萬 | 0.47% | +58,583 | 新進 |
| Plato Investment Management Ltd | 58,554 | $1,691 萬 | 1.27% | +1,391+2.4% | 加碼 |
| Cape Cod Five Cents Savings Bank | 80,099 | $1,689 萬 | 1.55% | 00.0% | 不變 |
| Equitable Trust Co | 58,209 | $1,688 萬 | 0.84% | −1,996−3.3% | 減碼 |
| Mirador Capital Partners LP | 58,171 | $1,686 萬 | 2.74% | +628+1.1% | 加碼 |
| Frank, Rimerman Advisors LLC | 58,066 | $1,683 萬 | 1.13% | +2,207+4.0% | 加碼 |
| Invictus Private Wealth, LLC | 57,918 | $1,679 萬 | 1.15% | −1,041−1.8% | 減碼 |
| Laurel Wealth Advisors LLC | 57,900 | $1,679 萬 | 2.51% | −154−0.3% | 減碼 |
| BTG Pactual Asset Management US LLC | 57,808 | $1,676 萬 | 2.25% | +8,017+16.1% | 加碼 |
| Hills Bank & Trust Co | 57,794 | $1,676 萬 | 1.06% | −401−0.7% | 減碼 |
| Meridian Wealth Advisors, LLC | 57,763 | $1,675 萬 | 2.65% | +574+1.0% | 加碼 |
| Next Level Private LLC | 57,601 | $1,670 萬 | 5.44% | +1,317+2.3% | 加碼 |
| Dividend Assets Capital, LLC | 57,578 | $1,669 萬 | 3.03% | +139+0.2% | 加碼 |
| Pittenger & Anderson Inc | 57,314 | $1,662 萬 | 0.61% | +2,724+5.0% | 加碼 |
| Traynor Capital Management, Inc. | 57,170 | $1,660 萬 | 1.18% | −1,910−3.2% | 減碼 |
| Rocky Mountain Advisers, LLC | 57,220 | $1,659 萬 | 5.04% | 00.0% | 不變 |
| Stolper Co | 57,092 | $1,655 萬 | 5.44% | −721−1.2% | 減碼 |
| Independent Investors Inc | 56,934 | $1,651 萬 | 3.60% | 00.0% | 不變 |
| Procyon Private Wealth Partners, LLC | 56,752 | $1,645 萬 | 1.56% | −33,745−37.3% | 減碼 |
| Valicenti Advisory Services Inc | 56,714 | $1,644 萬 | 3.84% | −151−0.3% | 減碼 |
| Venator Management LLC | 56,595 | $1,641 萬 | 4.24% | +250.0% | 加碼 |
| Q Capital Solutions | 56,200 | $1,629 萬 | 6.86% | +16,750+42.5% | 加碼 |
| Perennial Advisors, LLC | 56,016 | $1,624 萬 | 3.02% | −106−0.2% | 減碼 |
| Nwi Management LP | 56,000 | $1,624 萬 | 1.49% | 00.0% | 不變 |
| Foster & Motley Inc | 55,962 | $1,622 萬 | 0.94% | −1,776−3.1% | 減碼 |
| EFG Asset Management (Americas) Corp. | 55,961 | $1,622 萬 | 2.99% | −1,728−3.0% | 減碼 |
| Visionary Wealth Advisors | 55,694 | $1,615 萬 | 0.82% | −273−0.5% | 減碼 |
| Capital Fund Management S.A. | 55,639 | $1,613 萬 | 0.18% | −440,739−88.8% | 減碼 |
| Wealthcare Advisory Partners LLC | 55,485 | $1,609 萬 | 0.37% | +3,080+5.9% | 加碼 |
| Mengis Capital Management, Inc. | 55,465 | $1,608 萬 | 3.42% | −826−1.5% | 減碼 |
| Harbor Capital Advisors, Inc. | 55,437 | $1,607 萬 | 0.68% | −285−0.5% | 減碼 |
| Exchange Traded Concepts, LLC | 55,429 | $1,607 萬 | 0.21% | +2,742+5.2% | 加碼 |
| Fulton Breakefield Broenniman LLC | 55,388 | $1,606 萬 | 1.09% | +1,752+3.3% | 加碼 |
| LVM Capital Management Ltd | 55,356 | $1,605 萬 | 1.66% | +2,003+3.8% | 加碼 |
| Magnus Financial Group LLC | 55,353 | $1,605 萬 | 1.41% | +542+1.0% | 加碼 |
| Harrell Investment Partners, LLC | 55,277 | $1,603 萬 | 4.06% | +1,706+3.2% | 加碼 |
| Capstone Financial Advisors, Inc. | 55,209 | $1,601 萬 | 0.93% | +233+0.4% | 加碼 |
| Radnor Capital Management, LLC | 55,165 | $1,599 萬 | 2.55% | −369−0.7% | 減碼 |
| Harbor Investment Advisory, LLC | 68,963 | $1,599 萬 | 1.43% | −378−0.5% | 減碼 |
| Stenger Family Office, LLC | 53,319 | $1,598 萬 | 4.20% | +53,319 | 新進 |
| Lynch & Associates | 54,979 | $1,594 萬 | 3.21% | −1,153−2.1% | 減碼 |
| Douglass Winthrop Advisors, LLC | 54,879 | $1,591 萬 | 0.29% | +1,130+2.1% | 加碼 |
| LGT Fund Management Co Ltd. | 54,715 | $1,586 萬 | 1.39% | +19,993+57.6% | 加碼 |
| American National Bank | 54,710 | $1,586 萬 | 1.62% | +2,033+3.9% | 加碼 |
| GAM Holding AG | 54,668 | $1,585 萬 | 1.11% | −4,376−7.4% | 減碼 |
| Jamison Private Wealth Management, Inc. | 54,502 | $1,580 萬 | 2.27% | +314+0.6% | 加碼 |
| Community Bank of Raymore | 54,390 | $1,577 萬 | 11.67% | −1,330−2.4% | 減碼 |
| Nations Financial Group Inc, | 54,357 | $1,576 萬 | 1.08% | −4,363−7.4% | 減碼 |
| StoneX Group Inc. | 54,327 | $1,575 萬 | 0.77% | +4,950+10.0% | 加碼 |
| Keystone Financial Group | 54,285 | $1,573 萬 | 1.42% | +1,342+2.5% | 加碼 |
| EagleClaw Capital Managment, LLC | 54,068 | $1,567 萬 | 2.34% | −875−1.6% | 減碼 |
| Joel Isaacson & Co., LLC | 53,946 | $1,564 萬 | 0.64% | +2,343+4.5% | 加碼 |
| Beverly Hills Private Wealth, LLC | 53,737 | $1,558 萬 | 2.92% | −343−0.6% | 減碼 |
| BancorpSouth Bank | 53,692 | $1,557 萬 | 1.02% | −718−1.3% | 減碼 |
| Fundamentun, LLC | 53,513 | $1,551 萬 | 0.71% | +641+1.2% | 加碼 |
| Clarity Financial LLC | 53,479 | $1,550 萬 | 1.67% | −28,773−35.0% | 減碼 |
| Torray LLC | 53,404 | $1,548 萬 | 2.25% | −8,693−14.0% | 減碼 |
| Clough Capital Partners L P | 53,400 | $1,548 萬 | 1.55% | 00.0% | 不變 |
| Annex Advisory Services, LLC | 53,341 | $1,546 萬 | 0.37% | +946+1.8% | 加碼 |
| Alpine Woods Capital Investors, LLC | 53,090 | $1,539 萬 | 3.66% | −1,361−2.5% | 減碼 |
| Genus Capital Management Inc. | 53,068 | $1,538 萬 | 1.96% | +15,715+42.1% | 加碼 |
| Turtle Creek Wealth Advisors, LLC | 53,028 | $1,537 萬 | 1.81% | +3,165+6.3% | 加碼 |
| Capital Analysts, LLC | 52,832 | $1,532 萬 | 0.51% | −2,164−3.9% | 減碼 |