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 |
|---|---|---|---|---|---|
| Castleark Management LLC | 33,705 | $977.1 萬 | 0.29% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 33,691 | $976.8 萬 | 0.44% | +985+3.0% | 加碼 |
| Clarity Wealth Advisors, LLC | 33,684 | $976.5 萬 | 2.41% | +186+0.6% | 加碼 |
| Koshinski Asset Management, Inc. | 33,651 | $975.6 萬 | 0.74% | +1,596+5.0% | 加碼 |
| New Hampshire Trust | 33,566 | $973.1 萬 | 2.03% | −70.0% | 減碼 |
| Evoke Wealth, LLC | 33,502 | $971.3 萬 | 0.23% | +4,925+17.2% | 加碼 |
| Rehmann Capital Advisory Group | 33,381 | $967.8 萬 | 0.59% | +1,383+4.3% | 加碼 |
| Verition Fund Management LLC | 33,309 | $965.7 萬 | 0.06% | −631−1.9% | 減碼 |
| Essex LLC | 33,279 | $964.8 萬 | 1.90% | −992−2.9% | 減碼 |
| Schmidt P J Investment Management Inc | 33,248 | $963.9 萬 | 1.67% | −29−0.1% | 減碼 |
| M Holdings Securities, Inc. | 33,168 | $958.9 萬 | 1.64% | +6,905+26.3% | 加碼 |
| Pegasus Asset Management, Inc. | 33,061 | $958.5 萬 | 3.28% | +505+1.6% | 加碼 |
| CFM Wealth Partners LLC | 33,038 | $957.8 萬 | 1.52% | +206+0.6% | 加碼 |
| Kentucky Farm Bureau Mutual Insurance Co | 33,000 | $956.7 萬 | 2.04% | 00.0% | 不變 |
| Moody National Bank Trust Division | 32,967 | $955.7 萬 | 0.87% | +750+2.3% | 加碼 |
| GM Advisory Group, Inc. | 32,866 | $952.8 萬 | 0.47% | +3,946+13.6% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 32,848 | $952.3 萬 | 1.09% | +2,224+7.3% | 加碼 |
| Bill Few Associates, Inc. | 32,844 | $952.2 萬 | 2.70% | −491−1.5% | 減碼 |
| Everpar Advisors LLC | 32,839 | $952.0 萬 | 4.33% | +470+1.5% | 加碼 |
| Brick & Kyle, Associates | 32,813 | $950.8 萬 | 4.22% | −27−0.1% | 減碼 |
| Exchange Capital Management, Inc. | 32,762 | $949.8 萬 | 1.42% | −563−1.7% | 減碼 |
| Stonebrook Private Inc. | 32,870 | $947.0 萬 | 2.22% | +315+1.0% | 加碼 |
| Covington Investment Advisors Inc. | 32,662 | $946.9 萬 | 1.35% | −1,078−3.2% | 減碼 |
| Beutel, Goodman & Co Ltd. | 32,650 | $946.5 萬 | 0.05% | −2,838−8.0% | 減碼 |
| Capital Asset Advisory Services LLC | 32,582 | $946.2 萬 | 0.44% | −2,161−6.2% | 減碼 |
| Checchi Capital Advisers, LLC | 32,549 | $943.6 萬 | 0.66% | −2,008−5.8% | 減碼 |
| White Pine Investment CO | 32,519 | $942.8 萬 | 2.35% | −1,612−4.7% | 減碼 |
| Maltese Capital Management LLC | 32,500 | $942.2 萬 | 1.32% | −10,000−23.5% | 減碼 |
| Cottage Street Advisors LLC | 32,490 | $941.9 萬 | 4.90% | −1,024−3.1% | 減碼 |
| Trust Asset Management LLC | 32,424 | $940.0 萬 | 0.70% | 00.0% | 不變 |
| Lake Street Financial LLC | 32,422 | $940.0 萬 | 1.34% | −272−0.8% | 減碼 |
| Avestar Capital, LLC | 32,323 | $937.1 萬 | 0.68% | +2,807+9.5% | 加碼 |
| Golden State Equity Partners | 32,298 | $936.3 萬 | 1.73% | +214+0.7% | 加碼 |
| Nilsine Partners, LLC | 32,275 | $935.7 萬 | 0.95% | −480−1.5% | 減碼 |
| First Interstate Bank | 32,248 | $934.9 萬 | 0.55% | −6,473−16.7% | 減碼 |
| Evexia Wealth LLC | 32,081 | $934.4 萬 | 2.94% | −4,413−12.1% | 減碼 |
| Chapin Davis, Inc. | 32,140 | $931.8 萬 | 2.58% | +1,010+3.2% | 加碼 |
| Arjuna Capital | 32,021 | $928.3 萬 | 2.45% | −1,518−4.5% | 減碼 |
| Change Path, LLC | 31,967 | $926.8 萬 | 0.24% | +2,662+9.1% | 加碼 |
| Ransom Advisory, Ltd | 31,964 | $926.7 萬 | 4.37% | −410−1.3% | 減碼 |
| SRS Capital Advisors, Inc. | 31,950 | $926.3 萬 | 0.43% | +13,821+76.2% | 加碼 |
| Heritage Wealth Management, Inc. | 31,743 | $920.3 萬 | 2.98% | −714−2.2% | 減碼 |
| Financial Strategies Group, Inc. | 32,043 | $919.2 萬 | 1.92% | +1,313+4.3% | 加碼 |
| Sentinel Trust Co Lba | 31,689 | $918.7 萬 | 1.00% | +70.0% | 加碼 |
| Mitchell McLeod Pugh & Williams Inc | 31,688 | $918.7 萬 | 1.71% | +63+0.2% | 加碼 |
| Pathway Financial Advisers, LLC | 31,678 | $918.4 萬 | 2.97% | +244+0.8% | 加碼 |
| NatWest Group plc | 31,617 | $916.6 萬 | 2.71% | −30,026−48.7% | 減碼 |
| WCG Wealth Advisors LLC | 31,601 | $916.1 萬 | 0.59% | −269−0.8% | 減碼 |
| DCM Advisors, LLC | 31,582 | $915.6 萬 | 3.92% | +2,919+10.2% | 加碼 |
| WealthShield Partners, LLC | 31,485 | $912.8 萬 | 1.10% | −537−1.7% | 減碼 |
| Focus Financial Network, Inc. | 31,480 | $912.6 萬 | 0.36% | −3,491−10.0% | 減碼 |
| Field & Main Bank | 31,459 | $912.0 萬 | 2.97% | −1,302−4.0% | 減碼 |
| TownSquare Capital, LLC | 31,432 | $911.2 萬 | 0.89% | −166,483−84.1% | 減碼 |
| Capital Insight Partners, LLC | 31,422 | $911.0 萬 | 1.58% | −1,328−4.1% | 減碼 |
| Baugh & Associates, LLC | 33,593 | $909.9 萬 | 4.74% | −1,663−4.7% | 減碼 |
| Mirabaud & Cie SA | 31,345 | $908.7 萬 | 2.89% | −1,861−5.6% | 減碼 |
| Washington Trust Advisors, Inc. | 31,328 | $908.2 萬 | 0.74% | −288−0.9% | 減碼 |
| Harbor Advisory Corp | 31,328 | $908.2 萬 | 2.89% | −2,332−6.9% | 減碼 |
| Savvy Advisors, Inc. | 31,318 | $907.9 萬 | 0.61% | +9,559+43.9% | 加碼 |
| RDA Financial Network | 31,315 | $907.9 萬 | 2.45% | +794+2.6% | 加碼 |
| Paradigm Asset Management Co LLC | 31,291 | $907.2 萬 | 2.24% | +2,900+10.2% | 加碼 |
| Meiji Yasuda Life Insurance Co | 31,284 | $907.0 萬 | 0.27% | −94,471−75.1% | 減碼 |
| Grove Bank & Trust | 31,252 | $906.0 萬 | 1.13% | +43+0.1% | 加碼 |
| DLK Investment Management, LLC | 31,234 | $905.5 萬 | 3.42% | +619+2.0% | 加碼 |
| Gryphon Financial Partners LLC | 31,230 | $905.4 萬 | 1.18% | +3,383+12.1% | 加碼 |
| MSA Advisors, LLC | 31,200 | $904.5 萬 | 2.27% | 00.0% | 不變 |
| BBR Partners, LLC | 31,171 | $903.7 萬 | 0.56% | −1,555−4.8% | 減碼 |
| Diversify Wealth Management, LLC | 30,845 | $903.3 萬 | 0.56% | +2,224+7.8% | 加碼 |
| Sompo Asset Management Co., Ltd. | 31,021 | $899.3 萬 | 1.56% | −356−1.1% | 減碼 |
| Strategic Planning Group, LLC | 30,998 | $898.7 萬 | 1.46% | +1,400+4.7% | 加碼 |
| Citizens Business Bank | 30,994 | $898.5 萬 | 1.75% | +902+3.0% | 加碼 |
| Signal Advisors Wealth, LLC | 30,994 | $898.5 萬 | 0.70% | +3,136+11.3% | 加碼 |
| Bedel Financial Consulting, Inc. | 30,980 | $898.1 萬 | 1.23% | −95−0.3% | 減碼 |
| Ironvine Capital Partners, LLC | 30,971 | $897.9 萬 | 0.93% | 00.0% | 不變 |
| E&G Advisors, LP | 31,016 | $897.4 萬 | 2.33% | −797−2.5% | 減碼 |
| Leuthold Group, LLC | 30,882 | $895.3 萬 | 1.07% | −516−1.6% | 減碼 |
| Overbrook Management Corp | 30,862 | $894.7 萬 | 1.67% | +467+1.5% | 加碼 |
| NTV Asset Management LLC | 30,792 | $892.7 萬 | 1.07% | −376−1.2% | 減碼 |
| Abbot Financial Management, Inc. | 30,772 | $892.1 萬 | 4.11% | −399−1.3% | 減碼 |
| Mission Creek Capital Partners, Inc. | 51,803 | $891.8 萬 | 1.98% | −3,976−7.1% | 減碼 |
| Udine Wealth Management, Inc. | 30,752 | $891.5 萬 | 5.33% | −2,042−6.2% | 減碼 |
| Summerhill Capital Management lnc. | 30,741 | $891.2 萬 | 10.00% | −162−0.5% | 減碼 |
| L2 Asset Management, LLC | 30,731 | $890.9 萬 | 1.46% | −76−0.2% | 減碼 |
| Sava Infond d.o.o. | 30,725 | $890.7 萬 | 1.39% | +2,250+7.9% | 加碼 |
| HORAN Wealth, LLC | 30,714 | $890.4 萬 | 2.73% | +30,714 | 新進 |
| Indiana Trust & Investment Management CO | 30,703 | $890.1 萬 | 2.94% | +305+1.0% | 加碼 |
| Brooks, Moore & Associates, Inc. | 30,034 | $889.7 萬 | 4.80% | +132+0.4% | 加碼 |
| Hillsdale Investment Management Inc. | 30,652 | $888.6 萬 | 0.33% | +24,110+368.5% | 加碼 |
| William B. Walkup & Associates, Inc. | 30,579 | $886.5 萬 | 5.22% | −20.0% | 減碼 |
| Concorde Financial Corp | 30,547 | $885.6 萬 | 5.24% | +63+0.2% | 加碼 |
| McBroom & Associates, LLC | 36,084 | $885.1 萬 | 5.06% | 00.0% | 不變 |
| Cooper Capital Advisors LLC | 30,522 | $884.9 萬 | 8.54% | +119+0.4% | 加碼 |
| Stamos Capital Partners, L.P. | 30,505 | $884.4 萬 | 1.59% | +12,091+65.7% | 加碼 |
| Archford Capital Strategies, LLC | 30,501 | $884.3 萬 | 1.13% | +3,619+13.5% | 加碼 |
| HGK Asset Management Inc | 30,492 | $884.0 萬 | 1.51% | +685+2.3% | 加碼 |
| Ossiam | 30,452 | $882.8 萬 | 0.10% | −1,982−6.1% | 減碼 |
| Stone Point Wealth LLC | 30,424 | $882.0 萬 | 2.73% | −343−1.1% | 減碼 |
| Patten Group, Inc. | 30,358 | $880.1 萬 | 1.86% | −536−1.7% | 減碼 |
| Hoey Investments, Inc | 30,331 | $879.3 萬 | 1.32% | −2,847−8.6% | 減碼 |
| Addison Capital Co | 30,298 | $878.4 萬 | 3.05% | +212+0.7% | 加碼 |