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 |
|---|---|---|---|---|---|
| Kera Capital Partners, Inc. | 21,388 | $620.0 萬 | 1.22% | +1,534+7.7% | 加碼 |
| OneAscent Financial Services LLC | 21,321 | $618.8 萬 | 0.44% | +1,216+6.0% | 加碼 |
| Souders Financial Advisors | 21,320 | $618.1 萬 | 0.79% | −1,374−6.1% | 減碼 |
| Marathon Capital Management | 21,276 | $616.8 萬 | 1.57% | −400−1.8% | 減碼 |
| Vista Investment Management | 21,269 | $616.6 萬 | 2.29% | −129−0.6% | 減碼 |
| Gables Capital Management Inc. | 21,236 | $615.7 萬 | 2.91% | −963−4.3% | 減碼 |
| Coastline Trust Co | 21,225 | $615.3 萬 | 0.70% | −256−1.2% | 減碼 |
| Wittenberg Investment Management, Inc. | 21,220 | $615.2 萬 | 2.69% | −700−3.2% | 減碼 |
| MUFG Securities EMEA plc | 21,212 | $615.0 萬 | 0.28% | +8,213+63.2% | 加碼 |
| Carnegie Lake Advisors LLC | 21,174 | $613.9 萬 | 2.43% | −281−1.3% | 減碼 |
| Finer Wealth Management, Inc. | 21,137 | $612.8 萬 | 3.28% | +357+1.7% | 加碼 |
| Wakefield Asset Management LLLP | 21,106 | $611.9 萬 | 1.71% | −344−1.6% | 減碼 |
| First Pacific Financial | 21,104 | $611.8 萬 | 0.90% | +17,755+530.2% | 加碼 |
| Sycomore Asset Management | 29,164 | $611.8 萬 | 0.95% | 00.0% | 不變 |
| Trinity Legacy Partners, LLC | 21,394 | $611.5 萬 | 1.49% | +131+0.6% | 加碼 |
| Pacifica Partners Inc. | 21,276 | $610.9 萬 | 2.48% | −329−1.5% | 減碼 |
| Mather Group, LLC. | 20,997 | $608.7 萬 | 0.07% | +79+0.4% | 加碼 |
| Armis Advisers, LLC | 21,176 | $608.5 萬 | 0.48% | +2,169+11.4% | 加碼 |
| Knott David M Jr | 20,985 | $608.4 萬 | 2.76% | 00.0% | 不變 |
| Fire Capital Management LLC | 20,966 | $607.8 萬 | 3.86% | +32+0.2% | 加碼 |
| Pines Wealth Management, LLC | 20,525 | $607.6 萬 | 2.15% | +454+2.3% | 加碼 |
| EPG Wealth Management LLC | 20,946 | $607.2 萬 | 1.82% | −2,515−10.7% | 減碼 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 20,930 | $606.9 萬 | 0.78% | −4,635−18.1% | 減碼 |
| Connable Office Inc | 20,910 | $606.2 萬 | 0.60% | −855−3.9% | 減碼 |
| Hamel Associates, Inc. | 20,902 | $606.1 萬 | 2.05% | −1,125−5.1% | 減碼 |
| CenterBook Partners LP | 20,900 | $605.9 萬 | 0.34% | +20,900 | 新進 |
| Norden Group LLC | 20,892 | $605.7 萬 | 0.66% | −275−1.3% | 減碼 |
| QV Investors Inc. | 20,835 | $604.0 萬 | 0.59% | +140+0.7% | 加碼 |
| Banco de Sabadell, S.A | 20,825 | $603.9 萬 | 4.18% | −31−0.1% | 減碼 |
| Providence Wealth Advisors, LLC | 20,900 | $603.2 萬 | 4.14% | +138+0.7% | 加碼 |
| SOL Capital Management CO | 20,794 | $602.8 萬 | 0.58% | −183−0.9% | 減碼 |
| Bell Bank | 20,785 | $602.6 萬 | 0.28% | +2,036+10.9% | 加碼 |
| Andrew Hill Investment Advisors, Inc. | 20,760 | $601.9 萬 | 4.84% | −23−0.1% | 減碼 |
| SGL Investment Advisors, Inc. | 21,263 | $601.3 萬 | 2.86% | +268+1.3% | 加碼 |
| Sax Wealth Advisors, LLC | 20,729 | $601.0 萬 | 0.36% | +1,434+7.4% | 加碼 |
| Howard Capital Management Inc. | 20,727 | $600.9 萬 | 0.09% | −1,550−7.0% | 減碼 |
| Zullo Investment Group, Inc. | 20,718 | $600.6 萬 | 2.44% | +65+0.3% | 加碼 |
| Accredited Investors Inc. | 20,705 | $600.3 萬 | 0.35% | +123+0.6% | 加碼 |
| Main Street Financial Solutions, LLC | 20,686 | $599.7 萬 | 0.44% | +3,818+22.6% | 加碼 |
| Klingman & Associates, LLC | 20,662 | $599.0 萬 | 0.33% | +1,315+6.8% | 加碼 |
| Van Eck Associates Corp | 20,579 | $596.6 萬 | 0.01% | −679−3.2% | 減碼 |
| Catalyst Financial Partners LLC | 20,536 | $595.4 萬 | 0.65% | +466+2.3% | 加碼 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 20,531 | $595.2 萬 | 2.20% | +3,994+24.2% | 加碼 |
| Beaumont Financial Advisors, LLC | 20,511 | $594.6 萬 | 0.43% | −306−1.5% | 減碼 |
| Wilkins Investment Counsel Inc | 20,485 | $593.9 萬 | 0.84% | −1,085−5.0% | 減碼 |
| Newman Dignan & Sheerar, Inc. | 20,399 | $591.4 萬 | 1.36% | −1,590−7.2% | 減碼 |
| Massachusetts Wealth Management | 20,379 | $590.8 萬 | 3.33% | −445−2.1% | 減碼 |
| Strategic Investment Advisors | 20,354 | $588.5 萬 | 0.57% | −1,124−5.2% | 減碼 |
| Trinity Financial Advisors LLC | 20,270 | $587.7 萬 | 1.80% | −22−0.1% | 減碼 |
| Itau Unibanco Holding S.A. | 20,255 | $587.2 萬 | 0.22% | −139−0.7% | 減碼 |
| Advisor OS, LLC | 20,252 | $587.1 萬 | 0.58% | +47+0.2% | 加碼 |
| Waterloo Capital, L.P. | 20,220 | $586.2 萬 | 0.47% | +2,284+12.7% | 加碼 |
| Tounjian Advisory Partners, LLC | 23,844 | $584.9 萬 | 1.13% | −440−1.8% | 減碼 |
| Acropolis Investment Management, LLC | 20,153 | $584.2 萬 | 0.32% | +48+0.2% | 加碼 |
| Central Valley Advisors, LLC | 20,132 | $583.7 萬 | 1.99% | −340−1.7% | 減碼 |
| StrongBox Wealth, LLC | 20,107 | $582.9 萬 | 2.21% | +840+4.4% | 加碼 |
| Alps Advisors Inc | 20,067 | $581.8 萬 | 0.03% | −612−3.0% | 減碼 |
| St. Louis Trust Co | 20,051 | $581.3 萬 | 0.77% | 00.0% | 不變 |
| Goldstone Financial Group, LLC | 19,622 | $580.8 萬 | 0.77% | +735+3.9% | 加碼 |
| Resurgent Financial Advisors LLC | 20,015 | $580.3 萬 | 3.19% | +493+2.5% | 加碼 |
| Liberty One Investment Management, LLC | 20,013 | $580.2 萬 | 0.59% | −2,496−11.1% | 減碼 |
| Pinnacle Bancorp, Inc. | 20,011 | $580.1 萬 | 1.79% | −282−1.4% | 減碼 |
| Nicholas Investment Partners, LP | 19,967 | $578.9 萬 | 0.52% | 00.0% | 不變 |
| Shaker Investments LLC | 19,925 | $577.6 萬 | 2.36% | +6,236+45.6% | 加碼 |
| DeDora Capital, Inc. | 19,845 | $575.3 萬 | 1.50% | −481−2.4% | 減碼 |
| Headinvest, LLC | 19,829 | $574.9 萬 | 1.22% | −5,893−22.9% | 減碼 |
| Avidian Wealth Solutions, LLC | 19,826 | $574.8 萬 | 0.23% | −147−0.7% | 減碼 |
| Edgewood Management LLC | 19,776 | $573.3 萬 | 0.02% | −140−0.7% | 減碼 |
| West Oak Capital, LLC | 19,752 | $572.6 萬 | 2.26% | −30−0.2% | 減碼 |
| Joseph Group Capital Management | 19,718 | $571.6 萬 | 1.92% | −1,642−7.7% | 減碼 |
| Wasatch Advisors Inc | 19,684 | $570.7 萬 | 0.03% | 00.0% | 不變 |
| Philadelphia Financial Management of San Francisco, LLC | 19,672 | $570.3 萬 | 1.26% | +19,672 | 新進 |
| Altfest L J & Co Inc | 19,668 | $570.2 萬 | 0.67% | −136−0.7% | 減碼 |
| Financial Engines Advisors L.L.C. | 19,633 | $569.2 萬 | 0.01% | +3,133+19.0% | 加碼 |
| MONECO Advisors, LLC | 19,594 | $568.1 萬 | 0.53% | +1,701+9.5% | 加碼 |
| Intellectus Partners, LLC | 19,563 | $567.2 萬 | 1.22% | +29+0.1% | 加碼 |
| Farmers & Merchants Trust Co of Chambersburg PA | 19,506 | $565.5 萬 | 1.77% | +27+0.1% | 加碼 |
| Kampmann Melissa S. | 19,501 | $565.4 萬 | 4.25% | −430−2.2% | 減碼 |
| Keel Point, LLC | 19,478 | $564.7 萬 | 0.37% | +1,637+9.2% | 加碼 |
| Tyche Wealth Partners LLC | 19,475 | $564.6 萬 | 1.13% | +225+1.2% | 加碼 |
| Impact Capital Partners LLC | 19,460 | $564.2 萬 | 1.85% | +2,202+12.8% | 加碼 |
| Zhang Financial LLC | 19,442 | $563.6 萬 | 0.26% | +60.0% | 加碼 |
| Evelyn Partners Investment Management Services Ltd | 19,421 | $563.0 萬 | 0.85% | +1,062+5.8% | 加碼 |
| Gold Investment Management Ltd. | 19,382 | $562.6 萬 | 2.12% | +259+1.4% | 加碼 |
| FCG Investment Co | 19,398 | $562.4 萬 | 2.93% | +253+1.3% | 加碼 |
| Cobblestone Capital Advisors LLC | 19,360 | $561.3 萬 | 0.29% | +1,448+8.1% | 加碼 |
| White Pine Capital LLC | 19,360 | $561.3 萬 | 1.78% | +175+0.9% | 加碼 |
| Nvest Financial, LLC | 19,347 | $560.9 萬 | 2.92% | +282+1.5% | 加碼 |
| Cliftonlarsonallen Wealth Advisors, LLC | 19,340 | $560.7 萬 | 0.09% | +4,941+34.3% | 加碼 |
| Huber Capital Management LLC | 19,333 | $560.5 萬 | 0.95% | 00.0% | 不變 |
| Segment Wealth Management, LLC | 19,323 | $560.2 萬 | 0.36% | +213+1.1% | 加碼 |
| Northcape Wealth Management, LLC | 19,322 | $560.2 萬 | 1.71% | −460−2.3% | 減碼 |
| Ritter Daniher Financial Advisory LLC | 19,309 | $559.8 萬 | 1.37% | +104+0.5% | 加碼 |
| Fairfield, Bush & Co. | 19,296 | $559.4 萬 | 3.16% | −349−1.8% | 減碼 |
| Harvey Investment Co LLC | 19,266 | $558.5 萬 | 0.61% | 00.0% | 不變 |
| Financial Advisory Partners, LLC | 19,263 | $558.5 萬 | 1.76% | −1,100−5.4% | 減碼 |
| Evermay Wealth Management LLC | 19,225 | $557.4 萬 | 0.69% | −215−1.1% | 減碼 |
| Doliver Advisors, LP | 19,200 | $556.6 萬 | 1.52% | −1,446−7.0% | 減碼 |
| Lincluden Management Ltd | 19,190 | $556.3 萬 | 0.61% | −5,230−21.4% | 減碼 |
| Ameritas Advisory Services, LLC | 19,178 | $556.0 萬 | 0.29% | −15,597−44.9% | 減碼 |