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 |
|---|---|---|---|---|---|
| MeadowBrook Investment Advisors LLC | 17,265 | $500.5 萬 | 4.64% | −247−1.4% | 減碼 |
| Aries Wealth Management | 17,239 | $499.8 萬 | 1.31% | −1,206−6.5% | 減碼 |
| Algert Global LLC | 17,235 | $499.7 萬 | 0.10% | −650−3.6% | 減碼 |
| Magnolia Capital Advisors LLC | 17,221 | $499.3 萬 | 1.26% | −584−3.3% | 減碼 |
| Hanson & Doremus Investment Management | 17,174 | $497.9 萬 | 0.67% | −4,292−20.0% | 減碼 |
| Aprio Wealth Management, LLC | 17,143 | $497.0 萬 | 0.56% | +616+3.7% | 加碼 |
| Portside Wealth Group, LLC | 17,141 | $496.9 萬 | 0.74% | +474+2.8% | 加碼 |
| Kesler, Norman & Wride, LLC | 17,139 | $496.9 萬 | 0.88% | +357+2.1% | 加碼 |
| Invera Wealth Advisors, LLC | 17,060 | $494.6 萬 | 3.23% | −203−1.2% | 減碼 |
| Center for Financial Planning, Inc. | 17,011 | $493.2 萬 | 0.57% | −243−1.4% | 減碼 |
| Park Place Capital Corp | 16,981 | $493.1 萬 | 1.12% | +2,053+13.8% | 加碼 |
| Tairen Capital Ltd | 17,000 | $492.8 萬 | 0.50% | −41,995−71.2% | 減碼 |
| Cetera Trust Company, N.A | 16,994 | $492.7 萬 | 2.94% | −122−0.7% | 減碼 |
| Commonwealth Financial Services, LLC | 16,962 | $491.7 萬 | 0.95% | +83+0.5% | 加碼 |
| Hartford Funds Management Co LLC | 16,921 | $490.7 萬 | 0.42% | −350−2.0% | 減碼 |
| Crowley Wealth Management, Inc. | 16,922 | $490.6 萬 | 4.47% | −625−3.6% | 減碼 |
| Glen Eagle Advisors, LLC | 16,915 | $490.4 萬 | 0.75% | −699−4.0% | 減碼 |
| Boltwood Capital Management | 16,913 | $490.3 萬 | 1.39% | +478+2.9% | 加碼 |
| Manchester Capital Management LLC | 16,907 | $490.2 萬 | 0.64% | −559−3.2% | 減碼 |
| Wills Financial Group LLC | 16,901 | $490.0 萬 | 2.13% | +60+0.4% | 加碼 |
| Analyst IMS Investment Management Services Ltd. | 16,885 | $489.5 萬 | 0.17% | +447+2.7% | 加碼 |
| Morangie Management LLC | 16,876 | $489.3 萬 | 4.24% | +3,764+28.7% | 加碼 |
| Bull Street Advisors, LLC | 16,826 | $487.8 萬 | 2.35% | −120−0.7% | 減碼 |
| Sawyer & Company, Inc | 14,882 | $487.1 萬 | 1.74% | −713−4.6% | 減碼 |
| Antonelli Financial Advisors, LLC | 16,794 | $486.9 萬 | 3.51% | −22−0.1% | 減碼 |
| Arbor Trust Wealth Advisors, LLC | 16,762 | $485.9 萬 | 2.38% | −1,575−8.6% | 減碼 |
| Central Bank & Trust Co | 16,759 | $485.9 萬 | 0.79% | −494−2.9% | 減碼 |
| Delta Accumulation, LLC | 23,004 | $485.1 萬 | 10.30% | +23,000+575,000.0% | 加碼 |
| Outfitter Financial LLC | 16,712 | $484.5 萬 | 4.13% | −425−2.5% | 減碼 |
| Vision Financial Markets LLC | 16,699 | $484.1 萬 | 4.56% | +20.0% | 加碼 |
| Searle & Co. | 16,671 | $483.3 萬 | 1.37% | −17−0.1% | 減碼 |
| Counterweight Ventures, LLC | 16,669 | $483.3 萬 | 3.16% | +570+3.5% | 加碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 16,638 | $482.4 萬 | 0.67% | +27+0.2% | 加碼 |
| Central Pacific Bank - Trust Division | 16,638 | $482.4 萬 | 0.61% | −116−0.7% | 減碼 |
| Cornell Pochily Investment Advisors, Inc. | 16,631 | $482.1 萬 | 1.58% | +502+3.1% | 加碼 |
| Van Cleef Asset Management,Inc | 16,620 | $481.8 萬 | 0.52% | −220−1.3% | 減碼 |
| Moser Wealth Advisors, LLC | 16,582 | $480.7 萬 | 2.31% | +198+1.2% | 加碼 |
| Krilogy Financial LLC | 16,567 | $480.3 萬 | 0.28% | +591+3.7% | 加碼 |
| Burke & Herbert Bank & Trust Co | 16,531 | $479.3 萬 | 1.07% | +286+1.8% | 加碼 |
| KP Management LLC | 16,527 | $479.1 萬 | 1.94% | 00.0% | 不變 |
| BlackDiamond Wealth Management Inc. | 16,440 | $477.4 萬 | 2.76% | +7,384+81.5% | 加碼 |
| Register Financial Advisors LLC | 16,468 | $477.4 萬 | 2.08% | −950−5.5% | 減碼 |
| Tandem Capital Management Corp | 16,440 | $476.6 萬 | 2.41% | −155−0.9% | 減碼 |
| Sawgrass Asset Management LLC | 16,433 | $476.4 萬 | 0.54% | −783−4.5% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 16,380 | $474.9 萬 | 0.62% | +52+0.3% | 加碼 |
| Optas, LLC | 16,313 | $472.9 萬 | 0.90% | −124−0.8% | 減碼 |
| Condor Capital Management | 16,298 | $472.5 萬 | 0.41% | −196−1.2% | 減碼 |
| Enterprise Financial Services Corp | 16,258 | $471.3 萬 | 2.52% | +278+1.7% | 加碼 |
| Peterson Wealth Management | 16,245 | $470.9 萬 | 2.79% | +16,245 | 新進 |
| Crews Bank & Trust | 16,231 | $470.6 萬 | 0.74% | +37+0.2% | 加碼 |
| ISAM Funds (UK) Ltd | 16,226 | $470.4 萬 | 1.03% | +11,486+242.3% | 加碼 |
| Zions Bancorporation, National Association | 16,222 | $470.3 萬 | 0.25% | +280+1.8% | 加碼 |
| Raelipskie Partnership | 16,178 | $469.0 萬 | 2.15% | −1,868−10.4% | 減碼 |
| Institute for Wealth Management, LLC. | 16,115 | $467.2 萬 | 0.52% | +218+1.4% | 加碼 |
| First City Capital Management, Inc. | 16,110 | $467.0 萬 | 2.70% | −168−1.0% | 減碼 |
| Rydar Equities, Inc. | 16,083 | $466.3 萬 | 3.69% | +16,083 | 新進 |
| Lafayette Investments, Inc. | 16,046 | $465.2 萬 | 0.94% | +1,827+12.8% | 加碼 |
| CFS Investment Advisory Services, LLC | 15,959 | $462.7 萬 | 0.38% | +271+1.7% | 加碼 |
| FLC Capital Advisors | 15,957 | $462.6 萬 | 0.96% | −467−2.8% | 減碼 |
| Trivant Custom Portfolio Group, LLC | 15,930 | $461.8 萬 | 2.54% | −116−0.7% | 減碼 |
| KLCM Advisors, Inc. | 15,927 | $461.7 萬 | 0.49% | +93+0.6% | 加碼 |
| JPL Wealth Management, LLC | 15,920 | $461.5 萬 | 1.25% | −56−0.4% | 減碼 |
| Jessup Wealth Management, Inc | 15,871 | $460.1 萬 | 1.85% | +49+0.3% | 加碼 |
| Tower Trust & Investment Co | 15,870 | $460.1 萬 | 3.27% | +301+1.9% | 加碼 |
| Dillon & Associates Inc | 15,824 | $458.9 萬 | 0.62% | −164−1.0% | 減碼 |
| Aster Capital Management (DIFC) Ltd | 15,769 | $457.2 萬 | 1.04% | +15,769 | 新進 |
| Ameliora Wealth Management Ltd. | 15,764 | $457.0 萬 | 1.63% | −7,257−31.5% | 減碼 |
| Cynosure Management, LLC | 15,707 | $455.4 萬 | 0.52% | +424+2.8% | 加碼 |
| Clear Creek Financial Management, LLC | 15,691 | $454.9 萬 | 0.43% | +300+1.9% | 加碼 |
| Crescent Sterling, Ltd. | 15,685 | $454.7 萬 | 5.09% | −1,690−9.7% | 減碼 |
| FSB Premier Wealth Management, Inc. | 15,660 | $454.0 萬 | 1.62% | +1,810+13.1% | 加碼 |
| Pacitti Group Inc. | 15,659 | $454.0 萬 | 1.97% | +624+4.2% | 加碼 |
| Orleans Capital Management Corp | 15,638 | $453.4 萬 | 2.41% | +1,720+12.4% | 加碼 |
| Cerro Pacific Wealth Advisors LLC | 15,632 | $453.2 萬 | 1.26% | −256−1.6% | 減碼 |
| Tradition Wealth Management, LLC | 15,619 | $452.8 萬 | 0.36% | +2,120+15.7% | 加碼 |
| Cito Capital Group, LLC | 15,613 | $452.6 萬 | 1.57% | −423−2.6% | 減碼 |
| FSM Wealth Advisors, LLC | 15,462 | $451.4 萬 | 0.73% | +4,559+41.8% | 加碼 |
| LS Investment Advisors, LLC | 15,560 | $451.1 萬 | 0.66% | +389+2.6% | 加碼 |
| GoalVest Advisory LLC | 15,526 | $450.1 萬 | 1.11% | +347+2.3% | 加碼 |
| Delta Financial Advisors LLC | 15,516 | $449.8 萬 | 1.58% | −284−1.8% | 減碼 |
| Ullmann Financial Group, Inc. | 15,504 | $449.5 萬 | 0.53% | +188+1.2% | 加碼 |
| TBH Global Asset Management, LLC | 15,502 | $449.4 萬 | 0.96% | −6,347−29.0% | 減碼 |
| Convergence Financial, LLC | 15,481 | $448.8 萬 | 0.77% | +23+0.1% | 加碼 |
| Purus Wealth Management, LLC | 15,467 | $448.4 萬 | 1.56% | +2,180+16.4% | 加碼 |
| NVWM, LLC | 15,462 | $448.3 萬 | 1.08% | +246+1.6% | 加碼 |
| CNB Bank | 15,443 | $447.7 萬 | 2.12% | −1,019−6.2% | 減碼 |
| Chatham Capital Group, Inc. | 15,435 | $447.5 萬 | 0.68% | 00.0% | 不變 |
| Dumont & Blake Investment Advisors LLC | 15,415 | $446.9 萬 | 1.17% | −15−0.1% | 減碼 |
| Martin & Co Inc | 15,404 | $446.6 萬 | 0.82% | −67−0.4% | 減碼 |
| MJP Associates Inc | 15,376 | $445.8 萬 | 0.66% | +361+2.4% | 加碼 |
| Natural Investments, LLC | 15,358 | $445.2 萬 | 1.15% | −407−2.6% | 減碼 |
| Hicks Capital Management LLC | 15,347 | $444.9 萬 | 7.04% | +357+2.4% | 加碼 |
| Holistic Financial Partners | 15,344 | $444.8 萬 | 1.95% | −173−1.1% | 減碼 |
| Weaver Capital Management LLC | 15,329 | $444.4 萬 | 1.09% | −154−1.0% | 減碼 |
| Argus Investors' Counsel, Inc. | 15,329 | $444.4 萬 | 3.15% | −2,296−13.0% | 減碼 |
| Chung Wu Investment Group, LLC | 15,317 | $444.1 萬 | 4.63% | 00.0% | 不變 |
| Founders Financial Securities LLC | 15,309 | $443.8 萬 | 0.34% | −86−0.6% | 減碼 |
| Alteri Wealth LLC | 15,280 | $443.0 萬 | 1.72% | +428+2.9% | 加碼 |
| PEAK6 LLC | 15,259 | $442.4 萬 | 0.15% | +15,256+508,533.3% | 加碼 |
| Integrity Financial Corp | 15,207 | $440.9 萬 | 2.25% | +11,893+358.9% | 加碼 |