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 |
|---|---|---|---|---|---|
| Mechanics Financial Corp | 24,003 | $695.9 萬 | 2.96% | +65+0.3% | 加碼 |
| Bretton Capital Management, LLC | 24,000 | $695.8 萬 | 6.28% | 00.0% | 不變 |
| Morton Community Bank | 23,967 | $694.8 萬 | 1.73% | +70+0.3% | 加碼 |
| Ausdal Financial Partners, Inc. | 23,965 | $694.8 萬 | 0.46% | +1,343+5.9% | 加碼 |
| Laird Norton Trust Company, LLC | 23,890 | $692.6 萬 | 0.95% | 00.0% | 不變 |
| Brandywine Oak Private Wealth LLC | 23,882 | $692.3 萬 | 0.64% | −3,147−11.6% | 減碼 |
| Ethos Financial Group, LLC | 23,875 | $692.2 萬 | 0.60% | +464+2.0% | 加碼 |
| Hudson Capital Management LLC | 23,764 | $688.9 萬 | 1.95% | −156−0.7% | 減碼 |
| Blue Edge Capital, LLC | 23,763 | $688.9 萬 | 1.02% | +58+0.2% | 加碼 |
| Portfolio Design Labs, LLC | 23,758 | $688.8 萬 | 1.35% | +6,387+36.8% | 加碼 |
| Pavion Blue Capital, LLC | 23,746 | $688.4 萬 | 3.06% | +827+3.6% | 加碼 |
| Connecticut Wealth Management, LLC | 23,671 | $686.3 萬 | 0.33% | −48−0.2% | 減碼 |
| Symphony Financial, Ltd. Co. | 26,836 | $685.8 萬 | 0.90% | +18,115+207.7% | 加碼 |
| Novem Group | 23,621 | $684.8 萬 | 0.87% | +25+0.1% | 加碼 |
| Formidable Asset Management, LLC | 27,905 | $684.5 萬 | 1.14% | −67−0.2% | 減碼 |
| Nicolet Bankshares Inc | 23,566 | $683.2 萬 | 1.18% | +873+3.8% | 加碼 |
| VeraBank, N.A. | 23,515 | $681.7 萬 | 1.37% | +3,102+15.2% | 加碼 |
| Monetta Financial Services Inc | 23,500 | $681.3 萬 | 4.95% | 00.0% | 不變 |
| AlphaStar Capital Management, LLC | 23,442 | $679.6 萬 | 0.48% | +589+2.6% | 加碼 |
| Signature Estate & Investment Advisors LLC | 23,416 | $678.9 萬 | 0.16% | +1,909+8.9% | 加碼 |
| TRUE Private Wealth Advisors | 23,354 | $677.1 萬 | 0.76% | −986−4.1% | 減碼 |
| Arlington Financial Advisors, LLC | 23,351 | $677.0 萬 | 1.11% | −1,676−6.7% | 減碼 |
| Signet Investment Advisory Group, Inc. | 23,327 | $676.3 萬 | 3.47% | −101−0.4% | 減碼 |
| Pensionfund Sabic | 23,300 | $675.5 萬 | 1.91% | +400+1.7% | 加碼 |
| Hohimer Wealth Management, LLC | 23,281 | $674.9 萬 | 1.20% | −407−1.7% | 減碼 |
| Rockport Wealth LLC | 23,244 | $673.9 萬 | 1.56% | +23,244 | 新進 |
| Key Financial Inc | 23,233 | $673.5 萬 | 1.36% | −20−0.1% | 減碼 |
| Dover Advisors, LLC | 23,176 | $671.9 萬 | 2.96% | −3,315−12.5% | 減碼 |
| Midland Wealth Advisors LLC | 23,171 | $671.8 萬 | 0.37% | −249−1.1% | 減碼 |
| Bank of Stockton | 23,014 | $667.2 萬 | 1.99% | −241−1.0% | 減碼 |
| Enhancing Capital LLC | 23,000 | $666.8 萬 | 5.08% | 00.0% | 不變 |
| Leelyn Smith, LLC | 22,982 | $666.3 萬 | 1.09% | −621−2.6% | 減碼 |
| West Michigan Advisors, LLC | 22,980 | $666.2 萬 | 1.88% | +389+1.7% | 加碼 |
| O'Rourke & Company, Inc | 22,963 | $665.7 萬 | 3.11% | −334−1.4% | 減碼 |
| Mainstay Capital Management LLC | 22,918 | $664.4 萬 | 0.33% | +11,470+100.2% | 加碼 |
| Perkins Coie Trust Co | 22,897 | $663.8 萬 | 1.13% | −114−0.5% | 減碼 |
| Agp Franklin, LLC | 22,882 | $663.4 萬 | 3.51% | +293+1.3% | 加碼 |
| K.J. Harrison & Partners Inc | 22,835 | $662.0 萬 | 1.10% | −13,000−36.3% | 減碼 |
| Nichols & Pratt Advisers LLP | 22,797 | $660.9 萬 | 0.44% | +635+2.9% | 加碼 |
| Waldron Private Wealth LLC | 22,796 | $660.9 萬 | 0.29% | −692−2.9% | 減碼 |
| Grandfield & Dodd, LLC | 22,746 | $659.4 萬 | 0.39% | +478+2.1% | 加碼 |
| NCM Capital Management, LLC | 22,710 | $658.4 萬 | 2.70% | +51+0.2% | 加碼 |
| SOA Wealth Advisors, LLC. | 43,706 | $656.4 萬 | 1.23% | −725−1.6% | 減碼 |
| Triangle Securities Wealth Management | 22,631 | $656.1 萬 | 1.61% | −3,709−14.1% | 減碼 |
| Cornerstone Wealth Management, LLC | 22,612 | $655.5 萬 | 0.40% | −59−0.3% | 減碼 |
| Cohen Investment Advisors LLC | 22,612 | $655.5 萬 | 3.42% | +377+1.7% | 加碼 |
| Kentucky Trust Co | 22,597 | $655.1 萬 | 3.76% | −120−0.5% | 減碼 |
| Hunter Perkins Capital Management, LLC | 22,594 | $655.0 萬 | 1.55% | +45+0.2% | 加碼 |
| TigerOak Management, L.L.C. | 22,591 | $654.9 萬 | 2.24% | +963+4.5% | 加碼 |
| Second Line Capital, LLC | 22,591 | $654.9 萬 | 1.52% | +283+1.3% | 加碼 |
| ExodusPoint Capital Management, LP | 22,572 | $654.4 萬 | 0.08% | −117,286−83.9% | 減碼 |
| Slagle Financial, LLC | 22,550 | $653.7 萬 | 2.63% | +615+2.8% | 加碼 |
| Umpqua Bank | 23,109 | $653.5 萬 | 1.99% | −1,110−4.6% | 減碼 |
| IMA Wealth, Inc. | 22,496 | $652.2 萬 | 0.71% | +216+1.0% | 加碼 |
| Apella Capital, LLC | 22,284 | $650.6 萬 | 0.18% | +9,588+75.5% | 加碼 |
| Regatta Capital Group, LLC | 22,424 | $650.1 萬 | 1.12% | +292+1.3% | 加碼 |
| Ramirez Asset Management, Inc. | 22,415 | $649.8 萬 | 0.98% | +7,071+46.1% | 加碼 |
| Wynn Capital, LLC | 22,392 | $649.2 萬 | 3.46% | −182−0.8% | 減碼 |
| Family Management Corp | 22,375 | $648.7 萬 | 0.99% | −151−0.7% | 減碼 |
| Chilton Investment Co LLC | 22,355 | $648.1 萬 | 0.14% | +2,414+12.1% | 加碼 |
| Intrepid Financial Planning Group LLC | 22,351 | $648.0 萬 | 2.72% | +82+0.4% | 加碼 |
| Peachtree Investment Partners, LLC | 22,323 | $647.2 萬 | 2.47% | +2,281+11.4% | 加碼 |
| Sheets Smith Wealth Management | 22,313 | $646.9 萬 | 0.76% | −75−0.3% | 減碼 |
| WealthPLAN Partners, LLC | 22,195 | $643.4 萬 | 1.04% | −3,052−12.1% | 減碼 |
| Adirondack Trust Co | 22,170 | $642.7 萬 | 2.33% | −97−0.4% | 減碼 |
| Legacy CG, LLC | 22,141 | $641.9 萬 | 1.91% | −329−1.5% | 減碼 |
| WD Rutherford LLC | 22,134 | $641.7 萬 | 2.95% | −750−3.3% | 減碼 |
| Curbstone Financial Management Corp | 22,118 | $641.2 萬 | 1.32% | +401+1.8% | 加碼 |
| Advisors Management Group Inc | 22,113 | $641.1 萬 | 1.21% | −375−1.7% | 減碼 |
| X-Square Capital, LLC | 22,100 | $640.7 萬 | 2.30% | −99−0.4% | 減碼 |
| JT Stratford LLC | 22,072 | $639.9 萬 | 0.97% | +283+1.3% | 加碼 |
| Mountain Pacific Investment Advisers Inc | 22,057 | $639.5 萬 | 0.46% | −807−3.5% | 減碼 |
| Butensky & Cohen Financial Security, Inc | 22,035 | $638.8 萬 | 1.90% | −1,014−4.4% | 減碼 |
| Mathes Company, Inc. | 22,011 | $638.1 萬 | 2.37% | −1,147−5.0% | 減碼 |
| Monarch Capital Management Inc | 22,000 | $637.8 萬 | 1.71% | −550−2.4% | 減碼 |
| Bright Rock Capital Management, LLC | 22,000 | $637.8 萬 | 1.29% | 00.0% | 不變 |
| Cassaday & Co Wealth Management LLC | 21,975 | $637.1 萬 | 0.16% | +213+1.0% | 加碼 |
| Beaton Management Co. Inc. | 21,967 | $636.8 萬 | 3.11% | 00.0% | 不變 |
| Royal Capital Wealth Management, LLC | 21,946 | $636.2 萬 | 4.23% | +80.0% | 加碼 |
| Norway Savings Bank | 21,920 | $635.5 萬 | 3.26% | −183−0.8% | 減碼 |
| Studio Investment Management LLC | 21,916 | $635.4 萬 | 1.28% | −329−1.5% | 減碼 |
| Spirit of America Management Corp | 21,892 | $634.7 萬 | 1.32% | 00.0% | 不變 |
| Eagle Capital Management, LLC | 21,857 | $633.7 萬 | 2.79% | +10.0% | 加碼 |
| Hudock, Inc. | 21,808 | $632.3 萬 | 1.02% | +31+0.1% | 加碼 |
| Altrius Capital Management Inc | 21,807 | $632.2 萬 | 1.48% | −393−1.8% | 減碼 |
| Brown, Lisle/Cummings, Inc. | 21,788 | $631.6 萬 | 1.68% | +300+1.4% | 加碼 |
| Blume Capital Management, Inc. | 21,744 | $630.4 萬 | 1.28% | −231−1.1% | 減碼 |
| InvesTrust | 21,739 | $630.2 萬 | 2.43% | −19,775−47.6% | 減碼 |
| Pinkerton Retirement Specialists, LLC | 21,725 | $629.8 萬 | 0.75% | −482−2.2% | 減碼 |
| Diversified Enterprises, LLC | 21,713 | $629.5 萬 | 0.47% | −258−1.2% | 減碼 |
| Hallmark Capital Management Inc | 21,706 | $629.3 萬 | 0.45% | −322−1.5% | 減碼 |
| Consolidated Capital Management, LLC | 21,695 | $629.0 萬 | 2.27% | +612+2.9% | 加碼 |
| Seascape Capital Management | 21,676 | $628.4 萬 | 1.98% | −922−4.1% | 減碼 |
| SBI Securities Co., Ltd. | 21,646 | $627.5 萬 | 0.18% | −1,686−7.2% | 減碼 |
| Aaron Wealth Advisors | 21,619 | $626.8 萬 | 0.64% | +1,428+7.1% | 加碼 |
| Skopos Labs, Inc. | 48,266 | $624.2 萬 | 0.82% | +22,757+89.2% | 加碼 |
| River Street Advisors LLC | 21,505 | $623.5 萬 | 2.69% | +258+1.2% | 加碼 |
| Pine Ridge Advisers LLC | 21,500 | $623.3 萬 | 0.40% | 00.0% | 不變 |
| LOM Asset Management Ltd | 21,482 | $622.8 萬 | 2.11% | +21,482 | 新進 |
| Abacus Planning Group, Inc. | 21,414 | $620.8 萬 | 0.92% | −91−0.4% | 減碼 |