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 |
|---|---|---|---|---|---|
| Sigma Investment Counselors Inc | 52,654 | $1,527 萬 | 0.84% | +2,060+4.1% | 加碼 |
| Jain Global LLC | 52,603 | $1,525 萬 | 0.24% | +52,603 | 新進 |
| Simplicity Wealth,LLC | 52,585 | $1,525 萬 | 0.63% | +22,740+76.2% | 加碼 |
| Banque Pictet & Cie SA | 52,566 | $1,524 萬 | 0.16% | −12,653−19.4% | 減碼 |
| Avantax Planning Partners, Inc. | 52,525 | $1,523 萬 | 0.48% | +927+1.8% | 加碼 |
| Quadrature Capital Ltd | 52,522 | $1,522 萬 | 0.26% | +52,522 | 新進 |
| Hoertkorn Richard Charles | 52,412 | $1,519 萬 | 6.43% | −885−1.7% | 減碼 |
| Laffer Tengler Investments | 52,356 | $1,518 萬 | 2.71% | −3,848−6.8% | 減碼 |
| Buck Wealth Strategies, LLC | 52,216 | $1,514 萬 | 2.31% | +11,674+28.8% | 加碼 |
| Transcend Wealth Collective, LLC | 52,161 | $1,512 萬 | 1.17% | −16,385−23.9% | 減碼 |
| Baker Ellis Asset Management LLC | 52,083 | $1,510 萬 | 2.07% | −29−0.1% | 減碼 |
| Live Oak Private Wealth LLC | 52,058 | $1,509 萬 | 2.25% | +258+0.5% | 加碼 |
| Matthew 25 Management Corp | 52,000 | $1,508 萬 | 4.84% | −3,000−5.5% | 減碼 |
| one8zero8, LLC | 51,951 | $1,506 萬 | 3.55% | −3,608−6.5% | 減碼 |
| PDS Planning, Inc | 51,924 | $1,505 萬 | 1.12% | +4,265+8.9% | 加碼 |
| Colonial Trust Co | 51,886 | $1,504 萬 | 2.19% | −346−0.7% | 減碼 |
| Stratos Wealth Advisors, LLC | 51,820 | $1,502 萬 | 0.79% | −34,957−40.3% | 減碼 |
| Whalerock Point Partners, LLC | 51,753 | $1,500 萬 | 3.24% | +163+0.3% | 加碼 |
| Core Alternative Capital | 51,604 | $1,496 萬 | 4.09% | −3,286−6.0% | 減碼 |
| Brighton Jones LLC | 51,570 | $1,495 萬 | 0.40% | +650+1.3% | 加碼 |
| Kinsale Capital Group, Inc. | 51,477 | $1,492 萬 | 3.06% | +4,716+10.1% | 加碼 |
| Forge First Asset Management Inc. | 51,350 | $1,488 萬 | 5.38% | +51,350 | 新進 |
| Bridgewater Associates, LP | 51,287 | $1,487 萬 | 0.06% | −31,180−37.8% | 減碼 |
| Miramar Capital, LLC | 51,267 | $1,486 萬 | 3.52% | +807+1.6% | 加碼 |
| Trajan Wealth LLC | 51,193 | $1,484 萬 | 0.73% | −1,335−2.5% | 減碼 |
| Peterson Wealth Services | 51,137 | $1,483 萬 | 4.06% | +344+0.7% | 加碼 |
| Rokos Capital Management LLP | 51,067 | $1,480 萬 | 0.25% | +51,067 | 新進 |
| Giverny Capital Inc.大師吉維尼資本 | 50,950 | $1,477 萬 | 0.51% | +6,467+14.5% | 加碼 |
| Sage Mountain Advisors LLC | 50,896 | $1,476 萬 | 0.96% | +1,916+3.9% | 加碼 |
| Boyar Asset Management Inc. | 50,806 | $1,473 萬 | 9.64% | −162−0.3% | 減碼 |
| KG&L Capital Management,LLC | 51,210 | $1,467 萬 | 4.33% | −1,366−2.6% | 減碼 |
| Inlet Private Wealth, LLC | 50,464 | $1,463 萬 | 3.60% | −160−0.3% | 減碼 |
| Access Investment Management LLC | 50,392 | $1,461 萬 | 4.16% | +50,392 | 新進 |
| Rench Wealth Management, Inc. | 50,333 | $1,459 萬 | 4.62% | −45−0.1% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 50,329 | $1,459 萬 | 0.86% | −1,547−3.0% | 減碼 |
| Ascent Wealth Partners, LLC | 50,261 | $1,457 萬 | 1.80% | −2,526−4.8% | 減碼 |
| Community Bank & Trust, Waco, Texas | 50,187 | $1,455 萬 | 3.30% | +101+0.2% | 加碼 |
| Family Capital Trust Co | 49,894 | $1,446 萬 | 5.01% | −2,109−4.1% | 減碼 |
| Temasek Holdings (Private) Ltd | 49,870 | $1,446 萬 | 0.06% | −57,861−53.7% | 減碼 |
| Altrafin AG | 49,845 | $1,445 萬 | 4.88% | +5,245+11.8% | 加碼 |
| Wellington Shields & Co., LLC | 49,835 | $1,445 萬 | 4.09% | +1,611+3.3% | 加碼 |
| PFG Advisors | 49,727 | $1,442 萬 | 0.68% | +8,097+19.4% | 加碼 |
| YHB Investment Advisors, Inc. | 49,664 | $1,440 萬 | 1.11% | +1,350+2.8% | 加碼 |
| Confluence Wealth Services, Inc. | 49,639 | $1,439 萬 | 0.79% | −140−0.3% | 減碼 |
| Meitav Dash Investments Ltd | 49,674 | $1,437 萬 | 0.22% | +7,794+18.6% | 加碼 |
| HWG Holdings LP | 49,545 | $1,436 萬 | 4.20% | +1,805+3.8% | 加碼 |
| Royal Fund Management, LLC | 49,414 | $1,433 萬 | 1.53% | −2,509−4.8% | 減碼 |
| Marietta Wealth Management, LLC | 49,395 | $1,432 萬 | 1.87% | −111−0.2% | 減碼 |
| Centaurus Financial, Inc. | 49,228 | $1,427 萬 | 0.83% | −1,222−2.4% | 減碼 |
| Generali Investments CEE, investicni spolecnost, a.s. | 49,148 | $1,425 萬 | 1.17% | +637+1.3% | 加碼 |
| Jacobs Levy Equity Management, Inc | 49,134 | $1,424 萬 | 0.06% | +2,452+5.3% | 加碼 |
| Flagship Harbor Advisors, LLC | 49,116 | $1,424 萬 | 0.67% | +136+0.3% | 加碼 |
| Baldwin Investment Management, LLC | 48,966 | $1,420 萬 | 1.71% | −370−0.7% | 減碼 |
| Belpointe Asset Management LLC | 48,391 | $1,403 萬 | 0.58% | +7,956+19.7% | 加碼 |
| Adalta Capital Management LLC | 48,212 | $1,398 萬 | 7.01% | −946−1.9% | 減碼 |
| Pure Financial Advisors, Inc. | 48,068 | $1,394 萬 | 0.25% | +28,662+147.7% | 加碼 |
| Shepherd Financial Partners LLC | 48,068 | $1,394 萬 | 1.47% | −46−0.1% | 減碼 |
| Cutler Investment Counsel LLC | 48,062 | $1,393 萬 | 1.55% | −734−1.5% | 減碼 |
| Embree Financial Group | 47,996 | $1,391 萬 | 2.10% | +471+1.0% | 加碼 |
| Catalytic Wealth RIA, LLC | 47,891 | $1,388 萬 | 1.13% | +16,365+51.9% | 加碼 |
| Stokes Family Office, LLC | 47,703 | $1,383 萬 | 1.45% | −818−1.7% | 減碼 |
| Brave Asset Management Inc | 47,682 | $1,383 萬 | 3.77% | −981−2.0% | 減碼 |
| Ronald Blue Trust, Inc. | 47,654 | $1,382 萬 | 0.16% | +363+0.8% | 加碼 |
| Farmers & Merchants Trust Co of Long Beach | 47,354 | $1,373 萬 | 2.91% | +4,859+11.4% | 加碼 |
| Harbour Capital Advisors, LLC | 47,002 | $1,372 萬 | 2.89% | −180−0.4% | 減碼 |
| Stokes Capital Advisors, LLC | 47,312 | $1,372 萬 | 3.36% | +1,223+2.7% | 加碼 |
| Atlanta Consulting Group Advisors, LLC | 47,240 | $1,370 萬 | 3.75% | −3,461−6.8% | 減碼 |
| Richard Bernstein Advisors LLC | 47,101 | $1,366 萬 | 0.34% | −9,423−16.7% | 減碼 |
| SageView Advisory Group, LLC | 45,750 | $1,365 萬 | 0.52% | +1,676+3.8% | 加碼 |
| Community Financial Services Group, LLC | 46,932 | $1,361 萬 | 2.71% | +348+0.7% | 加碼 |
| Jaffetilchin Investment Partners, LLC | 46,924 | $1,360 萬 | 0.89% | +2,866+6.5% | 加碼 |
| Fulcrum Capital LLC | 46,858 | $1,358 萬 | 2.87% | −1,703−3.5% | 減碼 |
| Pioneer Trust Bank N A | 46,820 | $1,357 萬 | 3.46% | −1,006−2.1% | 減碼 |
| Prosperity Consulting Group, LLC | 46,809 | $1,357 萬 | 0.99% | +634+1.4% | 加碼 |
| Van Hulzen Asset Management, LLC | 46,685 | $1,353 萬 | 1.13% | −374−0.8% | 減碼 |
| L & S Advisors Inc | 46,609 | $1,351 萬 | 1.34% | +11,624+33.2% | 加碼 |
| Cincinnati Casualty Co | 46,500 | $1,348 萬 | 7.14% | 00.0% | 不變 |
| Cincinnati Specialty Underwriters Insurance CO | 46,500 | $1,348 萬 | 3.54% | 00.0% | 不變 |
| Fulton Bank, N.A. | 46,427 | $1,346 萬 | 0.50% | −2,805−5.7% | 減碼 |
| Financial Partners Group, LLC | 46,413 | $1,346 萬 | 4.87% | −512−1.1% | 減碼 |
| Coastal Bridge Advisors, LLC | 46,309 | $1,343 萬 | 1.11% | −675−1.4% | 減碼 |
| IFP Advisors, Inc | 46,303 | $1,342 萬 | 0.38% | +583+1.3% | 加碼 |
| Boston Family Office LLC | 46,211 | $1,340 萬 | 0.89% | −726−1.5% | 減碼 |
| Smithbridge Asset Management Inc | 46,168 | $1,338 萬 | 2.34% | −381−0.8% | 減碼 |
| Bearing Point Capital, LLC | 46,019 | $1,334 萬 | 2.46% | +551+1.2% | 加碼 |
| Mystic Asset Management, Inc. | 45,880 | $1,330 萬 | 3.22% | −74−0.2% | 減碼 |
| Duncker Streett & Co Inc | 45,728 | $1,326 萬 | 2.42% | +744+1.7% | 加碼 |
| RPG Investment Advisory, LLC | 45,612 | $1,322 萬 | 1.64% | −44,989−49.7% | 減碼 |
| Pettee Investors, Inc. | 45,596 | $1,322 萬 | 7.91% | 00.0% | 不變 |
| Canal Capital Management, LLC | 45,573 | $1,321 萬 | 2.08% | +1,581+3.6% | 加碼 |
| Ipswich Investment Management Co., Inc. | 45,532 | $1,320 萬 | 3.18% | +663+1.5% | 加碼 |
| Plimoth Trust Co LLC | 45,502 | $1,319 萬 | 3.16% | −296−0.6% | 減碼 |
| Westover Capital Advisors, LLC | 45,400 | $1,316 萬 | 2.63% | −144−0.3% | 減碼 |
| Ballast Advisors LLC | 45,296 | $1,313 萬 | 3.87% | −577−1.3% | 減碼 |
| New England Asset Management Inc | 45,180 | $1,310 萬 | 2.04% | +195+0.4% | 加碼 |
| Thompson Investment Management, Inc. | 45,163 | $1,309 萬 | 1.85% | −2,230−4.7% | 減碼 |
| Schulhoff & Co Inc | 45,150 | $1,309 萬 | 5.81% | −825−1.8% | 減碼 |
| Brown Miller Wealth Management, LLC | 45,089 | $1,307 萬 | 4.06% | +140.0% | 加碼 |
| Patton Albertson Miller Group, LLC | 44,871 | $1,301 萬 | 1.71% | −342−0.8% | 減碼 |
| Parr McKnight Wealth Management Group, LLC | 44,804 | $1,299 萬 | 1.78% | −529−1.2% | 減碼 |