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 5,158 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 | 5,158 | $6,437 億 |
| 2026 年第 1 季 | 5,103 | $5,720 億 |
| 2025 年第 4 季 | 5,154 | $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 |
|---|---|---|---|---|---|
| Summit Global Investments | 38,624 | $1,120 萬 | 0.66% | +35,492+1,133.2% | 加碼 |
| Graves-Light Private Wealth Management, Inc. | 38,583 | $1,119 萬 | 1.33% | −2,199−5.4% | 減碼 |
| Western Wealth Management, LLC | 38,535 | $1,117 萬 | 0.66% | +2,257+6.2% | 加碼 |
| Lorne Steinberg Wealth Management Inc. | 38,520 | $1,117 萬 | 2.92% | −305−0.8% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 38,484 | $1,116 萬 | 0.39% | +329+0.9% | 加碼 |
| Lathrop Investment Management Corp | 38,397 | $1,113 萬 | 2.10% | +32,224+522.0% | 加碼 |
| Paradigm Financial Partners, LLC | 38,347 | $1,112 萬 | 1.21% | −959−2.4% | 減碼 |
| Strategic Advisors LLC | 38,323 | $1,111 萬 | 2.18% | −709−1.8% | 減碼 |
| Hilton Capital Management, LLC | 38,255 | $1,109 萬 | 0.88% | +137+0.4% | 加碼 |
| Univest Financial Corp | 38,208 | $1,108 萬 | 0.66% | −1,438−3.6% | 減碼 |
| Advanced Asset Management Advisors Inc | 38,207 | $1,108 萬 | 2.99% | 00.0% | 不變 |
| Frisch Financial Group, Inc. | 38,115 | $1,105 萬 | 2.70% | −1,242−3.2% | 減碼 |
| Owen LaRue, LLC | 38,003 | $1,102 萬 | 4.68% | +793+2.1% | 加碼 |
| Boyd Watterson Asset Management LLC | 37,977 | $1,101 萬 | 3.47% | +684+1.8% | 加碼 |
| Harbour Investments, Inc. | 37,909 | $1,099 萬 | 0.28% | +1,464+4.0% | 加碼 |
| DT Investment Partners, LLC | 37,857 | $1,098 萬 | 0.99% | −1,805−4.6% | 減碼 |
| Nordwand Advisors, LLC | 37,850 | $1,097 萬 | 1.74% | +37,411+8,521.9% | 加碼 |
| Apexium Financial, LP | 37,832 | $1,097 萬 | 0.58% | −8,960−19.1% | 減碼 |
| McDonald Partners LLC | 37,673 | $1,093 萬 | 2.63% | −587−1.5% | 減碼 |
| Chemistry Wealth Management LLC | 37,688 | $1,093 萬 | 2.34% | −576−1.5% | 減碼 |
| Larson Financial Group LLC | 37,634 | $1,091 萬 | 0.44% | +3,851+11.4% | 加碼 |
| WealthPlan Investment Management, LLC | 37,597 | $1,090 萬 | 0.79% | +5,153+15.9% | 加碼 |
| Security National Bank | 37,485 | $1,087 萬 | 1.88% | +692+1.9% | 加碼 |
| Brown Shipley& Co Ltd | 37,342 | $1,083 萬 | 5.96% | −4,087−9.9% | 減碼 |
| Arrow Capital Pty Ltd | 24,459 | $1,082 萬 | 5.24% | +24,459 | 新進 |
| American Trust | 37,250 | $1,080 萬 | 1.02% | +908+2.5% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 37,229 | $1,079 萬 | 0.37% | −4,050−9.8% | 減碼 |
| Smartleaf Asset Management LLC | 37,459 | $1,076 萬 | 0.95% | −2,670−6.7% | 減碼 |
| Capital Group Investment Management Pte. Ltd. | 37,012 | $1,073 萬 | 1.91% | −3,468−8.6% | 減碼 |
| Headlands Technologies LLC | 36,916 | $1,070 萬 | 1.28% | +30,528+477.9% | 加碼 |
| Systematic Alpha Investments, LLC | 36,804 | $1,067 萬 | 0.38% | 00.0% | 不變 |
| Csenge Advisory Group | 40,361 | $1,066 萬 | 0.56% | −1,340−3.2% | 減碼 |
| Soltis Investment Advisors LLC | 36,742 | $1,065 萬 | 0.84% | −5,234−12.5% | 減碼 |
| Arete Wealth Advisors, LLC | 36,728 | $1,065 萬 | 0.76% | −31,145−45.9% | 減碼 |
| Berkshire Bank | 36,614 | $1,061 萬 | 2.42% | −1,265−3.3% | 減碼 |
| Waratah Capital Advisors Ltd. | 36,603 | $1,061 萬 | 0.72% | −16,539−31.1% | 減碼 |
| Wealth Advisory Solutions, LLC | 36,554 | $1,060 萬 | 2.68% | −318−0.9% | 減碼 |
| Dean Investment Associates, LLC | 36,551 | $1,060 萬 | 1.56% | +526+1.5% | 加碼 |
| TFG Advisers LLC | 36,518 | $1,059 萬 | 3.63% | +84+0.2% | 加碼 |
| Cordatus Wealth Management LLC | 36,481 | $1,058 萬 | 2.60% | −70−0.2% | 減碼 |
| IFC Advisors LLC | 36,381 | $1,055 萬 | 1.97% | +1,525+4.4% | 加碼 |
| International Assets Investment Management, LLC | 1,580,159 | $1,052 萬 | 0.85% | +1,580,159 | 新進 |
| Blue Fin Capital, Inc. | 36,270 | $1,052 萬 | 1.79% | +455+1.3% | 加碼 |
| Hodges Capital Management Inc. | 36,218 | $1,050 萬 | 1.01% | −269−0.7% | 減碼 |
| Legacy Trust | 36,198 | $1,049 萬 | 2.57% | −1,668−4.4% | 減碼 |
| Commonwealth Retirement Investments LLC | 36,192 | $1,049 萬 | 3.99% | −12,932−26.3% | 減碼 |
| AlTi Global, Inc. | 36,339 | $1,048 萬 | 0.26% | +4,751+15.0% | 加碼 |
| Osprey Private Wealth LLC | 35,330 | $1,046 萬 | 5.69% | +355+1.0% | 加碼 |
| Capital Investment Counsel, LLC | 36,066 | $1,046 萬 | 1.62% | −1,084−2.9% | 減碼 |
| Trustmark National Bank Trust Department | 36,020 | $1,044 萬 | 0.72% | +475+1.3% | 加碼 |
| Howland Capital Management LLC | 35,994 | $1,044 萬 | 0.43% | −1,663−4.4% | 減碼 |
| Coppell Advisory Solutions LLC | 36,217 | $1,040 萬 | 1.25% | +36,217 | 新進 |
| Hennion & Walsh Asset Management, Inc. | 35,855 | $1,039 萬 | 0.42% | +1,452+4.2% | 加碼 |
| Martin Capital Partners, LLC | 35,840 | $1,039 萬 | 4.07% | +24,560+217.7% | 加碼 |
| Mount Yale Investment Advisors, LLC | 35,818 | $1,038 萬 | 0.81% | +1,233+3.6% | 加碼 |
| Qtron Investments LLC | 35,740 | $1,036 萬 | 1.32% | +666+1.9% | 加碼 |
| Stony Point Wealth Management Inc. | 35,716 | $1,035 萬 | 4.41% | −972−2.6% | 減碼 |
| D L Carlson Investment Group Inc | 35,594 | $1,032 萬 | 1.88% | −1,845−4.9% | 減碼 |
| Journey Strategic Wealth LLC | 35,572 | $1,031 萬 | 0.33% | +8,693+32.3% | 加碼 |
| Sandhill Capital Partners LLC | 35,530 | $1,030 萬 | 0.74% | +5,280+17.5% | 加碼 |
| Atlantic Trust, LLC | 35,462 | $1,028 萬 | 1.95% | +1,603+4.7% | 加碼 |
| Resonant Capital Advisors, LLC | 35,304 | $1,023 萬 | 0.65% | +2,718+8.3% | 加碼 |
| Gifford Fong Associates | 35,296 | $1,023 萬 | 2.36% | 00.0% | 不變 |
| RMR Wealth Builders | 35,237 | $1,022 萬 | 0.93% | +1,577+4.7% | 加碼 |
| Alpha Omega Wealth Management LLC | 35,229 | $1,021 萬 | 1.83% | −1,761−4.8% | 減碼 |
| Werlinich Asset Management, LLC | 35,197 | $1,020 萬 | 5.57% | 00.0% | 不變 |
| Paradiem, LLC | 35,174 | $1,020 萬 | 2.57% | 00.0% | 不變 |
| Bristlecone Advisors, LLC | 35,152 | $1,019 萬 | 0.86% | −3,446−8.9% | 減碼 |
| Augustine Asset Management Inc | 35,150 | $1,019 萬 | 2.73% | +370+1.1% | 加碼 |
| Excalibur Management Corp | 35,147 | $1,019 萬 | 3.82% | −249−0.7% | 減碼 |
| Boston Research & Management Inc | 35,089 | $1,017 萬 | 2.40% | −542−1.5% | 減碼 |
| DF Dent & Co Inc | 35,045 | $1,016 萬 | 0.13% | −3,661−9.5% | 減碼 |
| SPC Financial, Inc. | 35,016 | $1,015 萬 | 0.85% | −677−1.9% | 減碼 |
| Kingdon Capital Management, L.L.C. | 35,000 | $1,015 萬 | 1.96% | +35,000 | 新進 |
| Jefferies Financial Group Inc. | 34,997 | $1,015 萬 | 0.17% | +1,293+3.8% | 加碼 |
| Bogart Wealth, LLC | 34,896 | $1,012 萬 | 0.43% | −2,920−7.7% | 減碼 |
| Alexander Labrunerie & Co., Inc. | 34,698 | $1,006 萬 | 4.12% | +20.0% | 加碼 |
| Asset Dedication, LLC | 34,630 | $1,004 萬 | 0.73% | +1,517+4.6% | 加碼 |
| Somerset Trust Co | 34,617 | $1,004 萬 | 3.27% | −761−2.2% | 減碼 |
| Columbia Asset Management | 34,590 | $1,003 萬 | 1.97% | −955−2.7% | 減碼 |
| Mandatum Life Insurance Co Ltd | 34,502 | $1,000 萬 | 2.63% | 00.0% | 不變 |
| Sargent Investment Group, LLC | 34,325 | $1,000 萬 | 1.35% | +160.0% | 加碼 |
| DRW Securities, LLC | 34,491 | $999.9 萬 | 0.70% | +164+0.5% | 加碼 |
| Accurate Wealth Management, LLC | 34,668 | $998.7 萬 | 1.53% | +2,135+6.6% | 加碼 |
| Philadelphia Trust Co | 34,388 | $996.9 萬 | 0.76% | −50−0.1% | 減碼 |
| Founders Capital Management | 34,337 | $995.5 萬 | 5.97% | −369−1.1% | 減碼 |
| RFG Advisory, LLC | 34,327 | $995.2 萬 | 0.23% | −206−0.6% | 減碼 |
| Legacy Financial Advisors, Inc. | 34,280 | $993.8 萬 | 1.55% | −3,678−9.7% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 34,253 | $993.0 萬 | 0.49% | +1,018+3.1% | 加碼 |
| Semmax Financial Advisors Inc. | 34,274 | $989.7 萬 | 2.55% | −2,233−6.1% | 減碼 |
| Rockline Wealth Management, LLC | 34,041 | $986.9 萬 | 2.34% | +114+0.3% | 加碼 |
| Hixon Zuercher, LLC | 34,030 | $986.6 萬 | 3.19% | −4,980−12.8% | 減碼 |
| Insigneo Advisory Services, LLC | 34,001 | $985.7 萬 | 0.85% | +1,798+5.6% | 加碼 |
| Bell & Brown Wealth Advisors, LLC | 33,983 | $985.3 萬 | 3.52% | +52+0.2% | 加碼 |
| First Business Financial Services, Inc. | 33,950 | $984.2 萬 | 0.89% | +878+2.7% | 加碼 |
| Harvey Capital Management Inc | 33,872 | $983.7 萬 | 2.30% | −190−0.6% | 減碼 |
| West Branch Capital LLC | 33,914 | $983.2 萬 | 2.91% | −188−0.6% | 減碼 |
| Chemung Canal Trust Co | 33,773 | $979.1 萬 | 2.06% | −12,757−27.4% | 減碼 |
| Nikulski Financial, Inc. | 33,751 | $978.5 萬 | 2.68% | +195+0.6% | 加碼 |
| Cavalier Investments, LLC | 33,748 | $978.4 萬 | 2.96% | −667−1.9% | 減碼 |