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 |
|---|---|---|---|---|---|
| Trueblood Wealth Management, LLC | 44,793 | $1,299 萬 | 5.43% | −1,638−3.5% | 減碼 |
| Apriem Advisors | 44,774 | $1,298 萬 | 1.38% | −6,163−12.1% | 減碼 |
| Leonteq Securities AG | 44,774 | $1,298 萬 | 0.76% | +16,273+57.1% | 加碼 |
| Bard Financial Services, Inc. | 44,660 | $1,295 萬 | 1.55% | −1,025−2.2% | 減碼 |
| Independent Financial Group, LLC | 44,584 | $1,293 萬 | 0.36% | −662−1.5% | 減碼 |
| XML Financial, LLC | 44,371 | $1,286 萬 | 1.12% | −733−1.6% | 減碼 |
| SevenBridge Financial Group, LLC | 43,880 | $1,285 萬 | 2.27% | −482−1.1% | 減碼 |
| First National Bank of Mount Dora, Trust Investment Services | 44,285 | $1,284 萬 | 2.90% | +513+1.2% | 加碼 |
| Jacobi Capital Management LLC | 44,270 | $1,283 萬 | 0.85% | +1,239+2.9% | 加碼 |
| Kavar Capital Partners Group, LLC | 44,254 | $1,283 萬 | 1.84% | +1,122+2.6% | 加碼 |
| Private Advisory Group LLC | 44,248 | $1,283 萬 | 1.20% | +18,988+75.2% | 加碼 |
| Bridgewater Advisors Inc. | 43,169 | $1,282 萬 | 0.98% | +356+0.8% | 加碼 |
| Wetzel Investment Advisors, Inc. | 44,208 | $1,282 萬 | 5.86% | −269−0.6% | 減碼 |
| 1248 Management, LLC | 44,179 | $1,281 萬 | 4.73% | +32+0.1% | 加碼 |
| Mirabaud Asset Management Ltd | 44,453 | $1,276 萬 | 5.94% | +778+1.8% | 加碼 |
| Rollins Financial Advisors, LLC | 43,950 | $1,274 萬 | 2.03% | +1,959+4.7% | 加碼 |
| Elk River Wealth Management, LLC | 43,946 | $1,274 萬 | 2.19% | −373−0.8% | 減碼 |
| First Western Trust Bank | 43,912 | $1,273 萬 | 0.57% | −675−1.5% | 減碼 |
| Bangor Savings Bank | 43,717 | $1,267 萬 | 1.13% | −417−0.9% | 減碼 |
| Capstone Investment Advisors, LLC | 43,701 | $1,267 萬 | 0.11% | −55,308−55.9% | 減碼 |
| GFS Advisors, LLC | 43,535 | $1,262 萬 | 1.73% | +43,535 | 新進 |
| Intrust Bank NA | 43,497 | $1,261 萬 | 1.12% | +246+0.6% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 43,462 | $1,260 萬 | 0.18% | +15,979+58.1% | 加碼 |
| Coerente Capital Management | 43,446 | $1,260 萬 | 2.32% | −500−1.1% | 減碼 |
| Townsend Asset Management Corp | 43,214 | $1,253 萬 | 4.54% | −1,420−3.2% | 減碼 |
| Barometer Capital Management Inc. | 43,400 | $1,252 萬 | 3.46% | −9,213−17.5% | 減碼 |
| Voleon Capital Management LP | 43,176 | $1,252 萬 | 0.69% | −6,933−13.8% | 減碼 |
| Walter & Keenan Financial Consulting Co | 43,172 | $1,252 萬 | 3.64% | −1,385−3.1% | 減碼 |
| Xcel Wealth Management, LLC | 43,109 | $1,250 萬 | 3.56% | −207−0.5% | 減碼 |
| Wedmont Private Capital | 44,047 | $1,247 萬 | 0.53% | +1,548+3.6% | 加碼 |
| Allen Capital Group, LLC | 42,979 | $1,246 萬 | 1.30% | +2,427+6.0% | 加碼 |
| Contravisory Investment Management, Inc. | 42,940 | $1,245 萬 | 2.45% | +93+0.2% | 加碼 |
| Parthenon LLC | 42,898 | $1,244 萬 | 1.42% | +85+0.2% | 加碼 |
| Kinneret Advisory, LLC | 42,833 | $1,242 萬 | 1.13% | −64−0.1% | 減碼 |
| Cinctive Capital Management LP | 42,679 | $1,237 萬 | 0.69% | +8,113+23.5% | 加碼 |
| City Holding Co | 42,672 | $1,237 萬 | 1.62% | −802−1.8% | 減碼 |
| Graypoint LLC | 42,449 | $1,231 萬 | 0.69% | +2,639+6.6% | 加碼 |
| Icon Wealth Advisors, LLC | 42,299 | $1,226 萬 | 0.87% | +8,016+23.4% | 加碼 |
| Oddo BHF Asset Management SAS | 42,180 | $1,223 萬 | 0.46% | +8,449+25.0% | 加碼 |
| Private Trust Co NA | 42,171 | $1,223 萬 | 1.16% | +1,255+3.1% | 加碼 |
| Compass Wealth Management LLC | 42,167 | $1,222 萬 | 2.91% | +71+0.2% | 加碼 |
| Socorro Asset Management LP | 42,109 | $1,221 萬 | 4.08% | +1,850+4.6% | 加碼 |
| Viking Fund Management LLC | 42,000 | $1,218 萬 | 1.67% | 00.0% | 不變 |
| Global Wealth Management Investment Advisory, Inc. | 41,999 | $1,218 萬 | 2.28% | −1,705−3.9% | 減碼 |
| Asset Planning Services Inc | 41,907 | $1,215 萬 | 5.59% | −235−0.6% | 減碼 |
| Boyer & Corporon Wealth Management, LLC | 41,769 | $1,211 萬 | 3.84% | −998−2.3% | 減碼 |
| Nelson Capital Management, LLC | 41,748 | $1,210 萬 | 1.60% | −90−0.2% | 減碼 |
| McGinn Investment Management, Inc. | 41,462 | $1,202 萬 | 7.60% | −5,250−11.2% | 減碼 |
| Unison Asset Management LLC | 41,443 | $1,201 萬 | 6.06% | +556+1.4% | 加碼 |
| Gluskin Sheff & Assoc Inc | 41,238 | $1,196 萬 | 1.46% | +631+1.6% | 加碼 |
| GW Henssler & Associates Ltd | 41,235 | $1,195 萬 | 0.64% | +29+0.1% | 加碼 |
| Parcion Private Wealth LLC | 41,223 | $1,195 萬 | 0.85% | +339+0.8% | 加碼 |
| Chronos Wealth Management, LLC | 41,187 | $1,194 萬 | 6.19% | +125+0.3% | 加碼 |
| Greenwood Capital Associates LLC | 41,114 | $1,192 萬 | 1.48% | +219+0.5% | 加碼 |
| SG Americas Securities, LLC | 41,110 | $1,192 萬 | 0.05% | −783,357−95.0% | 減碼 |
| Redmond Asset Management, LLC | 41,006 | $1,189 萬 | 2.83% | +269+0.7% | 加碼 |
| RBF Capital, LLC | 41,000 | $1,189 萬 | 0.59% | 00.0% | 不變 |
| Quest Investment Management LLC | 40,997 | $1,189 萬 | 1.31% | +1,102+2.8% | 加碼 |
| Bridge Creek Capital Management LLC | 40,982 | $1,188 萬 | 3.49% | −1,395−3.3% | 減碼 |
| Diversify Advisory Services, LLC | 40,558 | $1,188 萬 | 0.45% | +13,372+49.2% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 40,906 | $1,186 萬 | 0.98% | −80.0% | 減碼 |
| Lighthouse Investment Partners, LLC | 40,886 | $1,185 萬 | 0.52% | −60,271−59.6% | 減碼 |
| Texas Capital Bank Wealth Management Services Inc | 40,885 | $1,185 萬 | 1.11% | −1,841−4.3% | 減碼 |
| Citizens National Bank Trust Department | 40,731 | $1,181 萬 | 2.35% | +1,450+3.7% | 加碼 |
| Beacon Financial Group | 40,705 | $1,180 萬 | 1.23% | −864−2.1% | 減碼 |
| First Nebraska Trust Co | 40,671 | $1,179 萬 | 1.13% | −320−0.8% | 減碼 |
| Valmark Advisers, Inc. | 40,640 | $1,178 萬 | 0.16% | +450+1.1% | 加碼 |
| Advocate Group LLC | 40,519 | $1,175 萬 | 2.10% | −1,315−3.1% | 減碼 |
| Constitution Capital LLC | 40,509 | $1,174 萬 | 5.99% | +967+2.4% | 加碼 |
| Intact Investment Management Inc. | 40,500 | $1,174 萬 | 0.40% | −7,500−15.6% | 減碼 |
| Providence Capital Advisors, LLC | 40,413 | $1,172 萬 | 2.15% | −2,822−6.5% | 減碼 |
| NBC Securities, Inc. | 40,355 | $1,170 萬 | 0.95% | −1,241−3.0% | 減碼 |
| Anchor Investment Management, LLC | 40,297 | $1,168 萬 | 1.02% | +334+0.8% | 加碼 |
| Chicago Trust Co NA | 40,195 | $1,165 萬 | 1.64% | +2,215+5.8% | 加碼 |
| Profund Advisors LLC | 40,115 | $1,163 萬 | 0.42% | −3,840−8.7% | 減碼 |
| Oxford Financial Group Ltd | 40,072 | $1,162 萬 | 0.69% | −937−2.3% | 減碼 |
| Fusion Capital, LLC | 39,953 | $1,158 萬 | 3.96% | +108+0.3% | 加碼 |
| NBW Capital LLC | 39,883 | $1,156 萬 | 2.49% | +220+0.6% | 加碼 |
| Pitcairn Co | 39,837 | $1,155 萬 | 0.76% | −4,644−10.4% | 減碼 |
| Empire Financial Management Company, LLC | 39,819 | $1,154 萬 | 3.33% | −20−0.1% | 減碼 |
| Bank of Hawaii | 39,761 | $1,153 萬 | 0.61% | −16,441−29.3% | 減碼 |
| WESPAC Advisors SoCal, LLC | 39,738 | $1,152 萬 | 2.57% | +177+0.4% | 加碼 |
| American Money Management, LLC | 39,656 | $1,150 萬 | 2.03% | −236−0.6% | 減碼 |
| Old Second National Bank of Aurora | 39,582 | $1,148 萬 | 2.51% | −2,526−6.0% | 減碼 |
| Ninety One SA (PTY) Ltd | 39,551 | $1,147 萬 | 1.88% | −62,956−61.4% | 減碼 |
| Van Strum & Towne Inc. | 39,531 | $1,146 萬 | 3.62% | −242−0.6% | 減碼 |
| Earnest Partners LLC | 39,520 | $1,146 萬 | 0.05% | −1,533−3.7% | 減碼 |
| B & T Capital Management DBA Alpha Capital Management | 39,510 | $1,145 萬 | 1.97% | −1,305−3.2% | 減碼 |
| Bradley & Co. Private Wealth Management, LLC | 39,411 | $1,143 萬 | 7.00% | −431−1.1% | 減碼 |
| Arista Wealth Management, LLC | 39,261 | $1,138 萬 | 1.57% | +38,086+3,241.4% | 加碼 |
| Shelton Capital Management | 39,188 | $1,136 萬 | 0.26% | +514+1.3% | 加碼 |
| Parkside Financial Bank & Trust | 39,181 | $1,136 萬 | 1.23% | +6,927+21.5% | 加碼 |
| Stablepoint Partners, LLC | 39,151 | $1,135 萬 | 1.93% | +22+0.1% | 加碼 |
| Mechanics Bank Trust Department | 39,058 | $1,132 萬 | 1.62% | −320−0.8% | 減碼 |
| Financial Advisory Service, Inc. | 38,982 | $1,130 萬 | 0.84% | +2,770+7.6% | 加碼 |
| Fulcrum Asset Management LLP | 38,959 | $1,129 萬 | 3.22% | +38,959 | 新進 |
| BCS Private Wealth Management, Inc. | 38,903 | $1,128 萬 | 4.24% | +38,903 | 新進 |
| Claro Advisors LLC | 38,886 | $1,127 萬 | 1.86% | −4,470−10.3% | 減碼 |
| BigSur Wealth Management LLC | 38,691 | $1,122 萬 | 2.83% | −50.0% | 減碼 |
| Syon Capital LLC | 38,645 | $1,120 萬 | 0.74% | +3,747+10.7% | 加碼 |