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 |
|---|---|---|---|---|---|
| Violich Capital Management, Inc. | 19,175 | $555.9 萬 | 0.78% | −1,085−5.4% | 減碼 |
| Princeton Capital Management LLC | 19,113 | $554.1 萬 | 1.65% | +116+0.6% | 加碼 |
| Long Run Wealth Advisors, LLC | 19,110 | $554.0 萬 | 1.16% | −2,675−12.3% | 減碼 |
| Moseley Investment Management Inc | 19,107 | $553.9 萬 | 1.91% | +395+2.1% | 加碼 |
| Piscataqua Savings Bank | 19,072 | $552.9 萬 | 4.62% | −175−0.9% | 減碼 |
| Chesapeake Asset Management LLC | 19,053 | $552.4 萬 | 5.02% | −141−0.7% | 減碼 |
| RPg Family Wealth Advisory, LLC | 19,050 | $552.3 萬 | 1.47% | +19,050 | 新進 |
| Group One Trading, L.P. | 19,035 | $551.8 萬 | 0.18% | +19,035 | 新進 |
| Tranquility Partners, LLC | 19,034 | $551.8 萬 | 1.97% | −49−0.3% | 減碼 |
| Prudent Man Advisors, LLC | 19,019 | $551.4 萬 | 1.75% | +1,887+11.0% | 加碼 |
| Huntleigh Advisors, Inc. | 19,015 | $551.3 萬 | 1.06% | +139+0.7% | 加碼 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 19,000 | $550.8 萬 | 2.87% | −2,000−9.5% | 減碼 |
| Marest Capital, LLC | 18,989 | $550.5 萬 | 4.28% | +1,941+11.4% | 加碼 |
| Generali Investments, Management Co LLC | 18,991 | $549.8 萬 | 1.24% | +169+0.9% | 加碼 |
| Fischer Financial Services, Inc. | 18,989 | $549.5 萬 | 1.62% | −361−1.9% | 減碼 |
| Miller Investment Management, LP | 18,935 | $548.9 萬 | 0.58% | 00.0% | 不變 |
| Permanens Capital L.P. | 18,876 | $547.2 萬 | 0.75% | +2,092+12.5% | 加碼 |
| Wisconsin Capital Management LLC | 18,861 | $546.8 萬 | 3.02% | +18,861 | 新進 |
| Bank Ozk | 18,849 | $546.5 萬 | 2.09% | −537−2.8% | 減碼 |
| Canton Hathaway, LLC | 18,839 | $546.2 萬 | 1.11% | 00.0% | 不變 |
| Spirepoint Private Client, LLC | 18,824 | $545.7 萬 | 0.62% | −439−2.3% | 減碼 |
| Benin Management CORP | 18,803 | $545.1 萬 | 1.42% | +1,240+7.1% | 加碼 |
| BOK Financial Private Wealth, Inc. | 18,788 | $544.7 萬 | 0.36% | −2,312−11.0% | 減碼 |
| Schwarz Dygos Wheeler Investment Advisors LLC | 18,784 | $544.6 萬 | 1.24% | 00.0% | 不變 |
| 180 Wealth Advisors, LLC | 18,734 | $543.1 萬 | 0.76% | −285−1.5% | 減碼 |
| Ocean Capital Management, LLC | 18,686 | $541.7 萬 | 1.19% | −357−1.9% | 減碼 |
| TTP Investments, Inc. | 18,685 | $541.7 萬 | 1.78% | +18+0.1% | 加碼 |
| Processus Wealth & Capital Management, LLC | 18,668 | $541.2 萬 | 4.28% | +274+1.5% | 加碼 |
| Sculati Wealth Management, LLC | 18,651 | $540.7 萬 | 2.03% | −433−2.3% | 減碼 |
| KKM Financial LLC | 18,645 | $540.5 萬 | 1.88% | +3,925+26.7% | 加碼 |
| Virtu Financial LLC | 18,567 | $538.2 萬 | 0.27% | +18,567 | 新進 |
| Leisure Capital Management | 18,547 | $537.7 萬 | 2.03% | −320−1.7% | 減碼 |
| Winthrop Advisory Group LLC | 18,507 | $536.5 萬 | 0.52% | +909+5.2% | 加碼 |
| Schonfeld Strategic Advisors LLC | 18,474 | $535.6 萬 | 0.04% | +7,120+62.7% | 加碼 |
| Aureus Asset Management, LLC | 18,440 | $534.6 萬 | 0.34% | −72−0.4% | 減碼 |
| Voya Financial Advisors, Inc. | 18,547 | $532.5 萬 | 0.54% | −2,704−12.7% | 減碼 |
| Hedeker Wealth, LLC | 18,359 | $532.3 萬 | 1.24% | −106−0.6% | 減碼 |
| Capital City Trust Co | 18,336 | $531.6 萬 | 1.38% | +1,213+7.1% | 加碼 |
| Missouri Trust & Investment Co | 18,332 | $531.5 萬 | 1.74% | −89−0.5% | 減碼 |
| BCGM Wealth Management, LLC | 18,250 | $529.1 萬 | 1.49% | −75−0.4% | 減碼 |
| Graybill Bartz & Assoc Ltd | 18,200 | $527.6 萬 | 1.72% | +150+0.8% | 加碼 |
| Guerra Pan Advisors, LLC | 18,186 | $527.2 萬 | 3.48% | +315+1.8% | 加碼 |
| Blueprint Investment Partners LLC | 18,181 | $527.1 萬 | 0.93% | −5,603−23.6% | 減碼 |
| Smith, Moore & Co. | 18,172 | $526.8 萬 | 0.44% | +891+5.2% | 加碼 |
| Opinicus Capital, Inc. | 18,157 | $526.4 萬 | 4.00% | −16−0.1% | 減碼 |
| KPP Advisory Services LLC | 18,131 | $525.6 萬 | 0.87% | +1,114+6.5% | 加碼 |
| Archer Investment Corp | 18,118 | $525.3 萬 | 1.25% | +45+0.2% | 加碼 |
| Continuum Advisory, LLC | 18,101 | $524.8 萬 | 0.63% | +876+5.1% | 加碼 |
| Investment Partners, Ltd. | 18,093 | $524.5 萬 | 1.99% | −1,895−9.5% | 減碼 |
| Oak Asset Management, LLC | 18,088 | $524.4 萬 | 1.88% | −80−0.4% | 減碼 |
| Good Life Advisors, LLC | 18,075 | $524.0 萬 | 0.33% | +70.0% | 加碼 |
| Watts Gwilliam & Co., LLC | 16,711 | $523.4 萬 | 0.86% | −214−1.3% | 減碼 |
| Quadcap Wealth Management, LLC | 18,026 | $522.6 萬 | 0.66% | −14−0.1% | 減碼 |
| 3Chopt Investment Partners, LLC | 17,993 | $521.6 萬 | 1.25% | −75−0.4% | 減碼 |
| United Advisor Group, LLC | 17,939 | $520.1 萬 | 0.90% | +1,168+7.0% | 加碼 |
| Eclectic Associates Inc | 17,934 | $519.9 萬 | 1.13% | +1,512+9.2% | 加碼 |
| Mayflower Financial Advisors, LLC | 17,916 | $519.4 萬 | 0.72% | −711−3.8% | 減碼 |
| Forza Wealth Management, LLC | 17,907 | $519.1 萬 | 2.13% | −36−0.2% | 減碼 |
| True North Advisors, LLC | 17,904 | $519.1 萬 | 0.99% | −2,755−13.3% | 減碼 |
| Aspen Investment Management Inc | 17,898 | $518.9 萬 | 2.18% | −29−0.2% | 減碼 |
| L.M. Kohn & Company | 17,895 | $518.8 萬 | 1.40% | −475−2.6% | 減碼 |
| Certified Advisory Corp | 17,889 | $518.6 萬 | 0.54% | −3,740−17.3% | 減碼 |
| Atlantic Edge Private Wealth Management, LLC | 17,867 | $518.0 萬 | 1.42% | −70−0.4% | 減碼 |
| Investment Advisory Services Inc | 17,862 | $517.8 萬 | 1.73% | +279+1.6% | 加碼 |
| Sweeney & Michel, LLC | 18,050 | $517.8 萬 | 1.84% | −186−1.0% | 減碼 |
| Affinity Wealth Management LLC | 17,856 | $517.7 萬 | 0.83% | −11−0.1% | 減碼 |
| Angeles Wealth Management, LLC | 17,854 | $517.6 萬 | 0.36% | −133−0.7% | 減碼 |
| XTX Topco Ltd | 17,842 | $517.3 萬 | 0.21% | +17,842 | 新進 |
| Raab & Moskowitz Asset Management LLC | 17,837 | $517.1 萬 | 1.23% | −1,334−7.0% | 減碼 |
| NWF Advisory Services Inc. | 17,826 | $516.8 萬 | 0.62% | +2,132+13.6% | 加碼 |
| IPG Investment Advisors LLC | 17,812 | $516.4 萬 | 1.01% | −917−4.9% | 減碼 |
| Gerber Kawasaki Wealth & Investment Management | 17,801 | $516.1 萬 | 0.20% | +1,482+9.1% | 加碼 |
| Tiemann Investment Advisors, LLC | 17,768 | $515.1 萬 | 2.11% | 00.0% | 不變 |
| Gilder Gagnon Howe & Co LLC | 17,745 | $514.4 萬 | 0.05% | −3,062−14.7% | 減碼 |
| Castle Rock Wealth Management, LLC | 17,607 | $513.8 萬 | 1.20% | +6,087+52.8% | 加碼 |
| Home Federal Bank of Tennessee | 17,708 | $513.4 萬 | 1.46% | 00.0% | 不變 |
| LRI Investments, LLC | 40,608 | $513.3 萬 | 0.44% | +105+0.3% | 加碼 |
| Northstar Advisory Group, LLC | 17,702 | $513.2 萬 | 2.50% | +10,778+155.7% | 加碼 |
| First United Bank Trust | 17,684 | $512.7 萬 | 1.79% | −218−1.2% | 減碼 |
| Marvin & Palmer Associates Inc | 17,672 | $512.3 萬 | 4.39% | +4,873+38.1% | 加碼 |
| Brookmont Capital Management | 17,665 | $512.1 萬 | 2.94% | −3,232−15.5% | 減碼 |
| Alpine Bank Wealth Management | 17,649 | $511.7 萬 | 0.77% | −127−0.7% | 減碼 |
| WP Advisors, LLC | 17,596 | $510.1 萬 | 1.40% | +395+2.3% | 加碼 |
| Transatlantique Private Wealth LLC | 17,591 | $510.0 萬 | 1.88% | −1,229−6.5% | 減碼 |
| Viewpoint Investment Partners Corp | 17,590 | $510.0 萬 | 2.79% | +10,095+134.7% | 加碼 |
| Wealth Alliance | 17,560 | $509.1 萬 | 0.57% | +719+4.3% | 加碼 |
| Hudson Value Partners, LLC | 17,557 | $509.0 萬 | 1.76% | +2,210+14.4% | 加碼 |
| Bank Hapoalim BM | 17,527 | $508.1 萬 | 0.69% | −1,581−8.3% | 減碼 |
| Worth Financial Advisory Group, LLC | 17,488 | $507.0 萬 | 3.11% | +72+0.4% | 加碼 |
| Mirabella Financial Services LLP | 17,402 | $506.7 萬 | 0.53% | −43,397−71.4% | 減碼 |
| Mattson Financial Services, LLC | 17,442 | $505.7 萬 | 1.36% | +252+1.5% | 加碼 |
| Buckhead Capital Management LLC | 17,417 | $504.9 萬 | 1.95% | −12,037−40.9% | 減碼 |
| Principal Street Partners, LLC | 17,399 | $504.4 萬 | 0.49% | +10,272+144.1% | 加碼 |
| Valley Brook Capital Group | 17,395 | $504.3 萬 | 3.77% | +152+0.9% | 加碼 |
| Denali Advisors LLC | 17,370 | $503.6 萬 | 0.52% | −800−4.4% | 減碼 |
| Snider Financial Group | 17,364 | $503.4 萬 | 1.45% | −95−0.5% | 減碼 |
| Convergence Investment Partners, LLC | 17,345 | $502.8 萬 | 1.27% | +1,261+7.8% | 加碼 |
| BKM Wealth Management, LLC | 17,331 | $502.4 萬 | 1.96% | +35+0.2% | 加碼 |
| O'Dell Group, LLC | 17,306 | $501.7 萬 | 1.25% | −41−0.2% | 減碼 |
| Game Plan Financial Advisors, LLC | 17,305 | $501.7 萬 | 2.19% | +524+3.1% | 加碼 |