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 |
|---|---|---|---|---|---|
| Creegan & Nassoura Financial Group, LLC | 30,249 | $877.0 萬 | 5.71% | −1,395−4.4% | 減碼 |
| MidWestOne Financial Group, Inc. | 30,240 | $876.7 萬 | 1.14% | +30.0% | 加碼 |
| Union Heritage Capital, LLC | 30,205 | $875.7 萬 | 3.05% | 00.0% | 不變 |
| Nomura Holdings Inc | 30,180 | $874.9 萬 | 0.07% | −148,063−83.1% | 減碼 |
| Northwest Bancshares, Inc. | 30,131 | $873.5 萬 | 1.52% | −611−2.0% | 減碼 |
| Kovack Advisors, Inc. | 30,081 | $872.1 萬 | 0.85% | −423−1.4% | 減碼 |
| Drucker Wealth 3.0, LLC | 30,797 | $872.1 萬 | 1.68% | −6,841−18.2% | 減碼 |
| Skylands Capital, LLC | 30,055 | $871.3 萬 | 1.26% | −5,230−14.8% | 減碼 |
| Allen Holding Inc | 30,000 | $869.7 萬 | 0.86% | 00.0% | 不變 |
| Inspire Trust Co, N.A. | 30,000 | $869.7 萬 | 1.79% | +5,000+20.0% | 加碼 |
| Kingswood Wealth Advisors, LLC | 29,999 | $869.7 萬 | 0.69% | +324+1.1% | 加碼 |
| Ironwood Investment Counsel, LLC | 29,993 | $869.5 萬 | 1.34% | +3,105+11.5% | 加碼 |
| Guyasuta Investment Advisors Inc | 29,982 | $869.2 萬 | 0.53% | +759+2.6% | 加碼 |
| Forte Capital LLC | 29,974 | $869.0 萬 | 0.93% | −391−1.3% | 減碼 |
| R.m.sincerbeaux Capital Management LLC | 29,970 | $868.9 萬 | 4.90% | 00.0% | 不變 |
| S-Bank Fund Management Ltd | 29,962 | $868.6 萬 | 1.28% | −6,974−18.9% | 減碼 |
| Naviter Wealth, LLC | 29,960 | $868.6 萬 | 1.07% | +700+2.4% | 加碼 |
| IFG Advisory, LLC | 29,924 | $867.5 萬 | 0.44% | +229+0.8% | 加碼 |
| Exencial Wealth Advisors, LLC | 29,821 | $864.5 萬 | 0.30% | −289−1.0% | 減碼 |
| Hall Capital Management Co Inc | 29,800 | $863.9 萬 | 3.65% | +170+0.6% | 加碼 |
| HCR Wealth Advisors | 29,791 | $863.7 萬 | 1.02% | −215−0.7% | 減碼 |
| Argyle Capital Management Inc. | 29,779 | $863.3 萬 | 3.13% | +300+1.0% | 加碼 |
| Marietta Investment Partners LLC | 29,735 | $862.0 萬 | 1.89% | −497−1.6% | 減碼 |
| Supplemental Annuity Collective Trust of NJ | 29,700 | $861.0 萬 | 2.43% | 00.0% | 不變 |
| Arvest Investments, Inc. | 29,690 | $860.8 萬 | 1.30% | −703−2.3% | 減碼 |
| Private Wealth Asset Management, LLC | 29,687 | $860.6 萬 | 1.14% | −2,545−7.9% | 減碼 |
| Wealth Effects LLC | 29,642 | $859.4 萬 | 3.22% | +361+1.2% | 加碼 |
| Financiere des Professionnels - Fonds d,investissement inc. | 29,610 | $858.4 萬 | 0.52% | −83−0.3% | 減碼 |
| Oak Family Advisors, LLC | 29,591 | $857.9 萬 | 3.10% | +10,089+51.7% | 加碼 |
| Enterprise Bank & Trust Co | 29,540 | $856.4 萬 | 3.20% | −315−1.1% | 減碼 |
| Zevenbergen Capital Investments LLC | 29,538 | $856.3 萬 | 0.17% | −220−0.7% | 減碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 29,397 | $852.2 萬 | 2.80% | −1,666−5.4% | 減碼 |
| Patient Capital Management, LLC | 29,383 | $851.8 萬 | 0.38% | 00.0% | 不變 |
| Amarillo National Bank | 29,300 | $849.4 萬 | 1.58% | +27+0.1% | 加碼 |
| Ahl Investment Management, Inc. | 29,209 | $846.8 萬 | 5.65% | −2,427−7.7% | 減碼 |
| Lincoln Capital LLC | 29,189 | $846.1 萬 | 1.63% | −173−0.6% | 減碼 |
| Gsa Capital Partners LLP | 29,173 | $845.8 萬 | 0.59% | +25,589+714.0% | 加碼 |
| Ameritas Investment Partners, Inc. | 29,173 | $845.8 萬 | 0.27% | −635−2.1% | 減碼 |
| Hayek Kallen Investment Management | 29,146 | $845.0 萬 | 2.87% | +1,448+5.2% | 加碼 |
| Concord Wealth Partners | 29,143 | $844.9 萬 | 1.23% | +77+0.3% | 加碼 |
| Concord Asset Management, LLC | 29,143 | $844.9 萬 | 1.27% | +2,379+8.9% | 加碼 |
| Texas Bank & Trust Co | 29,125 | $844.4 萬 | 3.36% | +153+0.5% | 加碼 |
| Guardian Wealth Advisors, LLC | 29,112 | $844.0 萬 | 0.59% | +1,356+4.9% | 加碼 |
| Shelter Mutual Insurance Co | 29,000 | $840.7 萬 | 1.95% | 00.0% | 不變 |
| E Fund Management Co., Ltd. | 28,999 | $840.7 萬 | 0.40% | −10,835−27.2% | 減碼 |
| Ami Investment Management Inc | 28,994 | $840.6 萬 | 2.17% | −1,557−5.1% | 減碼 |
| Holderness Investments Co | 28,975 | $840.0 萬 | 1.81% | +964+3.4% | 加碼 |
| Crystal Rock Capital Management | 28,918 | $838.4 萬 | 4.83% | +3,250+12.7% | 加碼 |
| SeaBridge Investment Advisors LLC | 28,873 | $837.1 萬 | 1.56% | +818+2.9% | 加碼 |
| Essex Savings Bank | 28,823 | $835.6 萬 | 1.99% | −394−1.3% | 減碼 |
| Hamilton Point Investment Advisors, LLC | 28,818 | $835.5 萬 | 1.38% | −1,132−3.8% | 減碼 |
| Phillips Financial Management, LLC | 28,921 | $835.0 萬 | 0.61% | +12,776+79.1% | 加碼 |
| Compton Wealth Advisory Group, LLC | 28,772 | $834.1 萬 | 2.11% | +57+0.2% | 加碼 |
| Wright Investors Service Inc | 28,741 | $833.2 萬 | 2.52% | +49+0.2% | 加碼 |
| MTM Investment Management, LLC | 28,698 | $832.0 萬 | 2.79% | +309+1.1% | 加碼 |
| Strategic Blueprint, LLC | 28,685 | $831.6 萬 | 0.41% | −7,018−19.7% | 減碼 |
| Hengehold Capital Management LLC | 28,633 | $830.1 萬 | 0.76% | −685−2.3% | 減碼 |
| Parisi Gray Wealth Management | 28,619 | $829.7 萬 | 2.38% | +184+0.6% | 加碼 |
| Great Lakes Retirement, Inc. | 28,611 | $829.5 萬 | 0.98% | +352+1.2% | 加碼 |
| Lauterbach Financial Advisors, LLC | 28,606 | $829.3 萬 | 4.56% | +18+0.1% | 加碼 |
| Banco BTG Pactual S.A. | 28,574 | $828.4 萬 | 1.69% | −12,916−31.1% | 減碼 |
| Simon Quick Advisors, LLC | 28,523 | $826.9 萬 | 0.42% | −2,359−7.6% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 28,501 | $826.3 萬 | 0.02% | +1,317+4.8% | 加碼 |
| Herold Advisors, Inc. | 28,425 | $824.1 萬 | 1.73% | −1,971−6.5% | 減碼 |
| Hi-Line Capital Management, LLC | 28,417 | $823.8 萬 | 2.92% | −114−0.4% | 減碼 |
| tru Independence LLC | 28,417 | $823.8 萬 | 2.38% | −573−2.0% | 減碼 |
| Marino, Stram & Associates LLC | 28,404 | $823.5 萬 | 1.66% | +361+1.3% | 加碼 |
| Cove Private Wealth, LLC | 28,325 | $821.2 萬 | 2.90% | +4,813+20.5% | 加碼 |
| Hartford Financial Management Inc. | 28,293 | $820.3 萬 | 2.24% | −24,737−46.6% | 減碼 |
| Red Cedar Investment Management, LLC | 28,289 | $820.1 萬 | 1.04% | 00.0% | 不變 |
| Act Two Investors LLC | 28,287 | $820.1 萬 | 1.67% | 00.0% | 不變 |
| Platform Technology Partners | 28,245 | $818.8 萬 | 2.14% | +207+0.7% | 加碼 |
| Relyea Zuckerberg Hanson LLC | 28,212 | $817.9 萬 | 0.96% | +5,375+23.5% | 加碼 |
| Berry Wealth Group, LP | 28,210 | $817.8 萬 | 5.72% | +25+0.1% | 加碼 |
| MV Capital Management, Inc. | 28,141 | $815.8 萬 | 0.84% | −522−1.8% | 減碼 |
| Manhattan West Asset Management, LLC | 28,115 | $815.1 萬 | 1.89% | −8,595−23.4% | 減碼 |
| Evergreen Private Wealth LLC | 28,080 | $814.1 萬 | 3.41% | −284−1.0% | 減碼 |
| Soundwatch Capital LLC | 13,342 | $813.8 萬 | 1.72% | +13,342 | 新進 |
| High Note Wealth, LLC | 28,053 | $813.3 萬 | 1.86% | +39+0.1% | 加碼 |
| Scissortail Wealth Management, LLC | 28,050 | $813.2 萬 | 1.95% | +472+1.7% | 加碼 |
| United Bank | 28,014 | $812.2 萬 | 3.11% | +1,392+5.2% | 加碼 |
| Alberta Investment Management Corp | 28,000 | $811.7 萬 | 0.06% | −61,420−68.7% | 減碼 |
| Codex Capital Asset Management L.L.C. | 28,000 | $811.7 萬 | 3.25% | 00.0% | 不變 |
| Romano Brothers and Company | 27,997 | $811.7 萬 | 1.00% | −169−0.6% | 減碼 |
| Peddock Capital Advisors, LLC | 27,993 | $811.5 萬 | 1.88% | −93−0.3% | 減碼 |
| Founders Financial Alliance, LLC | 27,895 | $808.7 萬 | 1.84% | +385+1.4% | 加碼 |
| Alta Capital Management LLC | 27,878 | $808.2 萬 | 0.46% | +1,200+4.5% | 加碼 |
| Everett Harris & Co | 27,828 | $806.8 萬 | 0.10% | +1,429+5.4% | 加碼 |
| Little House Capital LLC | 27,820 | $806.5 萬 | 2.02% | −5,355−16.1% | 減碼 |
| Family Legacy, Inc. | 27,667 | $802.1 萬 | 2.61% | −1,461−5.0% | 減碼 |
| Bank of New Hampshire | 27,625 | $800.9 萬 | 1.99% | −1,363−4.7% | 減碼 |
| SkyOak Wealth, LLC | 27,623 | $800.8 萬 | 1.61% | −364−1.3% | 減碼 |
| Atlas Wealth LLC | 27,524 | $799.3 萬 | 2.92% | −137−0.5% | 減碼 |
| Everhart Financial Group, Inc. | 27,501 | $797.3 萬 | 0.92% | +1,334+5.1% | 加碼 |
| AdvisorNet Financial, Inc | 27,475 | $796.5 萬 | 0.51% | +521+1.9% | 加碼 |
| Proficio Capital Partners LLC | 27,466 | $796.3 萬 | 0.50% | +12,275+80.8% | 加碼 |
| Occidental Asset Management, LLC | 27,445 | $795.7 萬 | 1.10% | +1,212+4.6% | 加碼 |
| CoreCap Advisors, LLC | 27,404 | $794.5 萬 | 0.32% | +1,472+5.7% | 加碼 |
| RB Capital Management, LLC | 27,396 | $794.2 萬 | 1.80% | +540+2.0% | 加碼 |
| Argent Advisors, Inc. | 27,384 | $793.9 萬 | 2.45% | −1,994−6.8% | 減碼 |