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 |
|---|---|---|---|---|---|
| LJI Wealth Management, LLC | 27,375 | $793.6 萬 | 1.38% | −314−1.1% | 減碼 |
| Cigna Investments Inc | 27,360 | $793.2 萬 | 1.36% | −920−3.3% | 減碼 |
| Kennedy Capital Management, Inc. | 27,330 | $792.3 萬 | 0.19% | −4,688−14.6% | 減碼 |
| Agate Pass Investment Management, LLC | 27,313 | $791.8 萬 | 3.25% | −286−1.0% | 減碼 |
| Charles Schwab Trust Co | 27,191 | $788.3 萬 | 0.59% | +524+2.0% | 加碼 |
| Modus Advisors, LLC | 27,191 | $788.3 萬 | 2.34% | +145+0.5% | 加碼 |
| Delta Capital Management LLC | 27,170 | $787.7 萬 | 4.41% | 00.0% | 不變 |
| Triasima Portfolio Management inc. | 27,154 | $787.2 萬 | 1.44% | +3,796+16.3% | 加碼 |
| Amica Mutual Insurance Co | 27,121 | $786.3 萬 | 0.76% | +6,000+28.4% | 加碼 |
| Sitrin Capital Management LLC | 27,085 | $785.2 萬 | 4.01% | −2,637−8.9% | 減碼 |
| Stonebridge Financial Group, LLC | 26,941 | $781.0 萬 | 0.76% | −562−2.0% | 減碼 |
| Caliber Wealth Management, LLC | 26,928 | $780.7 萬 | 0.84% | +283+1.1% | 加碼 |
| GeoWealth Management, LLC | 26,923 | $780.5 萬 | 0.30% | +157+0.6% | 加碼 |
| McKinley Carter Wealth Services, Inc. | 26,884 | $779.4 萬 | 0.43% | +951+3.7% | 加碼 |
| J. W. Coons Advisors, LLC | 26,832 | $777.9 萬 | 1.76% | +230+0.9% | 加碼 |
| First PREMIER Bank | 26,821 | $777.6 萬 | 1.88% | +53+0.2% | 加碼 |
| Investors Asset Management of Georgia Inc | 26,796 | $776.8 萬 | 3.59% | −331−1.2% | 減碼 |
| Capital Investment Advisory Services, LLC | 26,726 | $774.8 萬 | 0.63% | +3,049+12.9% | 加碼 |
| MSH Capital Advisors LLC | 26,725 | $774.8 萬 | 2.23% | +98+0.4% | 加碼 |
| Smithfield Trust Co | 26,692 | $774.2 萬 | 0.37% | −195−0.7% | 減碼 |
| Consolidated Investment Group LLC | 26,702 | $774.1 萬 | 1.04% | 00.0% | 不變 |
| Lineweaver Wealth Advisors, LLC | 26,688 | $773.7 萬 | 1.22% | +1,497+5.9% | 加碼 |
| BNC Wealth Management, LLC | 26,633 | $772.1 萬 | 2.29% | +614+2.4% | 加碼 |
| Mattern Wealth Management LLC | 26,575 | $770.4 萬 | 1.60% | −297−1.1% | 減碼 |
| Strategic Financial Services, Inc, | 26,520 | $768.8 萬 | 0.41% | −535−2.0% | 減碼 |
| Cherokee Insurance Co | 26,510 | $768.6 萬 | 3.35% | 00.0% | 不變 |
| Palmer Knight Co | 26,489 | $767.9 萬 | 3.27% | −6,719−20.2% | 減碼 |
| McRae Capital Management Inc | 26,452 | $766.9 萬 | 1.57% | −223−0.8% | 減碼 |
| Covenant Asset Management, LLC | 26,425 | $766.1 萬 | 1.57% | +296+1.1% | 加碼 |
| Liberty Capital Management, Inc. | 26,397 | $765.3 萬 | 1.54% | +138+0.5% | 加碼 |
| Arrow Financial Corp | 26,321 | $763.1 萬 | 0.80% | −594−2.2% | 減碼 |
| Kensington Investment Counsel, LLC | 26,228 | $760.4 萬 | 3.26% | +662+2.6% | 加碼 |
| Old Port Advisors | 26,201 | $759.6 萬 | 2.07% | −93−0.4% | 減碼 |
| LVW Advisors, LLC | 26,183 | $759.1 萬 | 0.85% | −579−2.2% | 減碼 |
| Bowman & Co S.C. | 26,142 | $757.7 萬 | 3.38% | +255+1.0% | 加碼 |
| Uncommon Cents Investing LLC | 26,128 | $757.5 萬 | 2.03% | +287+1.1% | 加碼 |
| Trifecta Capital Advisors, LLC | 26,124 | $757.4 萬 | 1.26% | +2,227+9.3% | 加碼 |
| Integrated Investment Consultants, LLC | 26,045 | $755.1 萬 | 1.48% | −3,744−12.6% | 減碼 |
| Mill Creek Capital Advisors, LLC | 26,033 | $754.7 萬 | 0.17% | −885−3.3% | 減碼 |
| Broadleaf Partners, LLC | 26,015 | $754.2 萬 | 1.66% | +12,442+91.7% | 加碼 |
| Silvant Capital Management LLC | 25,972 | $753.0 萬 | 0.28% | 00.0% | 不變 |
| Argentarii, LLC | 25,952 | $752.4 萬 | 3.45% | −158−0.6% | 減碼 |
| AssuredPartners Investment Advisors, LLC | 25,902 | $750.9 萬 | 1.84% | −4,068−13.6% | 減碼 |
| Scott & Selber, Inc. | 25,879 | $750.3 萬 | 2.09% | +21+0.1% | 加碼 |
| Lee Danner & Bass Inc | 25,865 | $749.8 萬 | 0.58% | −1,722−6.2% | 減碼 |
| CX Institutional | 25,830 | $748.8 萬 | 0.26% | +1,220+5.0% | 加碼 |
| Am Investment Strategies LLC | 25,786 | $747.5 萬 | 1.76% | −274−1.1% | 減碼 |
| Avaii Wealth Management, LLC | 25,739 | $746.2 萬 | 3.32% | +5,931+29.9% | 加碼 |
| Jericho Financial, LLP | 25,730 | $745.9 萬 | 4.92% | −372−1.4% | 減碼 |
| Papp L Roy & Associates | 25,719 | $745.6 萬 | 0.89% | 00.0% | 不變 |
| Monetary Management Group Inc | 25,649 | $743.6 萬 | 1.83% | +50+0.2% | 加碼 |
| Moloney Securities Asset Management, LLC | 25,614 | $742.6 萬 | 0.92% | +3,142+14.0% | 加碼 |
| Investment Research & Advisory Group, Inc. | 25,608 | $742.4 萬 | 2.78% | +147+0.6% | 加碼 |
| Premier Path Wealth Partners, LLC | 25,508 | $739.5 萬 | 1.03% | +1,060+4.3% | 加碼 |
| RKL Wealth Management LLC | 25,473 | $738.5 萬 | 0.65% | +17+0.1% | 加碼 |
| BFSG, LLC | 25,436 | $737.4 萬 | 0.82% | −210−0.8% | 減碼 |
| Saranac Partners Ltd | 25,351 | $735.0 萬 | 3.90% | −284−1.1% | 減碼 |
| Nwam LLC | 24,767 | $731.0 萬 | 0.42% | +4,697+23.4% | 加碼 |
| Midwest Professional Planners, LTD. | 25,212 | $730.9 萬 | 1.92% | +185+0.7% | 加碼 |
| Rowland & Co Investment Counsel | 25,116 | $728.2 萬 | 1.50% | +15+0.1% | 加碼 |
| Trustco Bank Corp N Y | 25,091 | $727.4 萬 | 7.12% | +2,446+10.8% | 加碼 |
| Atlas Brown,Inc. | 25,034 | $725.8 萬 | 2.33% | +144+0.6% | 加碼 |
| Roberts Wealth Advisors, LLC | 25,012 | $725.1 萬 | 2.08% | +151+0.6% | 加碼 |
| Eos Management, L.P. | 25,000 | $724.8 萬 | 3.14% | 00.0% | 不變 |
| Athena Investment Management | 24,925 | $722.6 萬 | 4.04% | −266−1.1% | 減碼 |
| Peloton Wealth Strategists | 24,925 | $722.6 萬 | 2.90% | −400−1.6% | 減碼 |
| Brentview Investment Management LLC | 24,924 | $722.6 萬 | 3.65% | −450−1.8% | 減碼 |
| Ables, Iannone, Moore & Associates, Inc. | 24,902 | $721.9 萬 | 4.49% | −614−2.4% | 減碼 |
| Citizens & Northern Corp | 24,901 | $721.9 萬 | 1.93% | −1,140−4.4% | 減碼 |
| Granite Bay Wealth Management, LLC | 24,843 | $720.2 萬 | 2.31% | −42−0.2% | 減碼 |
| Dudley Capital Management, LLC | 24,831 | $719.9 萬 | 3.61% | −20−0.1% | 減碼 |
| Green Square Capital Advisors LLC | 24,792 | $718.8 萬 | 0.85% | −2,000−7.5% | 減碼 |
| Mount Vernon Associates Inc | 24,772 | $718.2 萬 | 5.19% | −212−0.8% | 減碼 |
| Quantitative Investment Management, LLC | 24,775 | $718.2 萬 | 0.96% | +15,305+161.6% | 加碼 |
| Baader Bank INC | 25,090 | $714.9 萬 | 0.62% | −3,931−13.5% | 減碼 |
| Rosenblum Silverman Sutton S F Inc | 24,648 | $714.6 萬 | 1.73% | +35+0.1% | 加碼 |
| Cim Investment Mangement Inc | 26,916 | $714.0 萬 | 1.36% | +13,156+95.6% | 加碼 |
| Gilliland Jeter Wealth Management LLC | 24,586 | $712.8 萬 | 2.32% | −207−0.8% | 減碼 |
| Walter Public Investments Inc. | 24,547 | $711.6 萬 | 1.21% | −33,777−57.9% | 減碼 |
| Lee Johnson Capital Management, LLC | 24,494 | $710.1 萬 | 2.44% | +6,481+36.0% | 加碼 |
| Malaga Cove Capital, LLC | 24,478 | $709.6 萬 | 2.79% | −713−2.8% | 減碼 |
| Trust Point Inc. | 24,421 | $708.0 萬 | 0.67% | +2,432+11.1% | 加碼 |
| Patrick M Sweeney & Associates, Inc | 23,917 | $707.9 萬 | 4.87% | −12−0.1% | 減碼 |
| Fragasso Group Inc. | 24,348 | $705.9 萬 | 0.48% | +1,543+6.8% | 加碼 |
| Clarius Group, LLC | 24,335 | $705.5 萬 | 0.41% | −402−1.6% | 減碼 |
| Aspiriant, LLC | 24,330 | $705.4 萬 | 0.22% | −1,923−7.3% | 減碼 |
| SeaCrest Wealth Management, LLC | 24,323 | $705.2 萬 | 0.77% | −4,757−16.4% | 減碼 |
| Northern Oak Wealth Management Inc | 24,319 | $705.0 萬 | 0.89% | −121−0.5% | 減碼 |
| S&CO Inc | 24,318 | $705.0 萬 | 0.45% | −112−0.5% | 減碼 |
| Sterling Investment Advisors, Ltd. | 24,317 | $705.0 萬 | 1.55% | +284+1.2% | 加碼 |
| Gradient Capital Advisors, LLC | 24,274 | $703.7 萬 | 2.08% | +245+1.0% | 加碼 |
| Sunbelt Securities, Inc. | 29,349 | $703.5 萬 | 0.62% | +3,783+14.8% | 加碼 |
| Icon Advisers Inc | 24,237 | $702.7 萬 | 1.60% | 00.0% | 不變 |
| Winch Advisory Services, LLC | 24,192 | $701.3 萬 | 1.71% | −120−0.5% | 減碼 |
| Greenfield Savings Bank | 24,152 | $700.2 萬 | 3.18% | +101+0.4% | 加碼 |
| Harbor Advisors LLC | 24,148 | $700.1 萬 | 1.15% | 00.0% | 不變 |
| Optimas Capital Ltd | 24,100 | $698.7 萬 | 7.37% | +929+4.0% | 加碼 |
| Shoker Investment Counsel, Inc. | 24,037 | $696.9 萬 | 2.18% | −173−0.7% | 減碼 |
| Virginia Wealth Management Group, Inc. | 24,023 | $696.4 萬 | 4.23% | +270+1.1% | 加碼 |
| Mine & Arao Wealth Creation & Management, LLC. | 24,014 | $696.2 萬 | 3.11% | −65−0.3% | 減碼 |