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 |
|---|---|---|---|---|---|
| Vectors Research Management, LLC | 15,196 | $440.6 萬 | 1.51% | −603−3.8% | 減碼 |
| Accent Capital Management, LLC | 15,189 | $440.3 萬 | 1.97% | +325+2.2% | 加碼 |
| HF Advisory Group, LLC | 15,151 | $439.3 萬 | 1.74% | +1,658+12.3% | 加碼 |
| West Family Investments, Inc. | 15,150 | $439.2 萬 | 1.15% | +5,272+53.4% | 加碼 |
| TCI Wealth Advisors, Inc. | 15,141 | $439.0 萬 | 0.30% | −140−0.9% | 減碼 |
| Aberdeen Wealth Management LLC | 15,133 | $438.7 萬 | 2.92% | 00.0% | 不變 |
| Twelve Points Wealth Management LLC | 15,080 | $437.2 萬 | 1.18% | +45+0.3% | 加碼 |
| Okabena Investment Services Inc | 15,014 | $435.3 萬 | 0.97% | +300+2.0% | 加碼 |
| Bleichroeder LP | 15,000 | $434.9 萬 | 1.07% | 00.0% | 不變 |
| Atlas Legacy Advisors, LLC | 14,984 | $434.4 萬 | 0.96% | −1,418−8.6% | 減碼 |
| Marks Group Wealth Management, Inc | 14,983 | $434.4 萬 | 0.40% | −5,267−26.0% | 減碼 |
| Octavia Wealth Advisors, LLC | 14,977 | $434.2 萬 | 0.49% | −5,796−27.9% | 減碼 |
| Centric Wealth Management | 15,034 | $434.1 萬 | 1.04% | +241+1.6% | 加碼 |
| Roof Eidam & Maycock | 14,974 | $434.1 萬 | 1.07% | +100+0.7% | 加碼 |
| Mach-1 Financial Group, Inc. | 14,949 | $433.4 萬 | 1.27% | −1,346−8.3% | 減碼 |
| Maseco LLP | 14,936 | $432.8 萬 | 0.16% | +14,936 | 新進 |
| Camden Capital, LLC | 14,915 | $432.4 萬 | 0.41% | −505−3.3% | 減碼 |
| FWL Investment Management, LLC | 14,896 | $431.8 萬 | 1.32% | −286−1.9% | 減碼 |
| Lodestone Wealth Management LLC | 14,881 | $431.4 萬 | 2.10% | −2,797−15.8% | 減碼 |
| National Philanthropic Trust | 14,870 | $431.1 萬 | 0.06% | +2,021+15.7% | 加碼 |
| Legacy Capital Group California, Inc. | 14,869 | $431.1 萬 | 1.19% | +4,938+49.7% | 加碼 |
| Brasada Capital Management, LP | 14,537 | $430.3 萬 | 0.73% | +195+1.4% | 加碼 |
| Elyxium Wealth, LLC | 14,841 | $430.3 萬 | 1.61% | +351+2.4% | 加碼 |
| Catherine Avery Investment Management LLC | 14,829 | $429.9 萬 | 3.27% | −688−4.4% | 減碼 |
| Greenline Partners, LLC | 14,816 | $429.5 萬 | 0.58% | +541+3.8% | 加碼 |
| Grandview Asset Management LLC | 14,807 | $429.3 萬 | 1.37% | −73−0.5% | 減碼 |
| Affinity Investment Advisors, LLC | 14,805 | $429.2 萬 | 3.25% | −676−4.4% | 減碼 |
| Meriwether Wealth & Planning, LLC | 14,802 | $429.1 萬 | 2.69% | −1,129−7.1% | 減碼 |
| Elevatus Welath Management | 14,766 | $428.1 萬 | 1.43% | +10,650+258.7% | 加碼 |
| Boit C F David | 14,751 | $427.6 萬 | 2.06% | 00.0% | 不變 |
| Annis Gardner Whiting Capital Advisors, LLC | 14,750 | $427.6 萬 | 1.48% | +798+5.7% | 加碼 |
| Weil Company, Inc. | 14,747 | $427.5 萬 | 1.13% | −1,083−6.8% | 減碼 |
| Canopy Partners, LLC | 14,738 | $427.3 萬 | 1.57% | +125+0.9% | 加碼 |
| First Commonwealth Financial Corp | 14,724 | $426.9 萬 | 0.92% | +60+0.4% | 加碼 |
| Integral Investment Advisors, Inc. | 14,723 | $426.8 萬 | 1.22% | +133+0.9% | 加碼 |
| SFMG, LLC | 14,718 | $426.7 萬 | 0.32% | −531−3.5% | 減碼 |
| Drake & Associates, LLC | 14,663 | $425.1 萬 | 1.04% | +4,682+46.9% | 加碼 |
| Blue Capital, Inc. | 14,659 | $425.0 萬 | 3.01% | +14,659 | 新進 |
| Peoples Financial Services Corp. | 14,649 | $424.7 萬 | 2.10% | −1,704−10.4% | 減碼 |
| BankPlus Trust Department | 14,627 | $424.1 萬 | 1.26% | +1,430+10.8% | 加碼 |
| Pinnacle West Asset Management, Inc. | 14,590 | $423.0 萬 | 2.92% | −335−2.2% | 減碼 |
| Jackson Hole Capital Partners, LLC | 14,581 | $422.7 萬 | 0.78% | +14+0.1% | 加碼 |
| Highline Wealth Partners LLC | 14,578 | $422.6 萬 | 1.25% | +595+4.3% | 加碼 |
| Evelyn Partners Investment Management (Europe) Ltd | 14,557 | $422.0 萬 | 1.51% | −520−3.4% | 減碼 |
| Alta Advisers Ltd | 14,524 | $421.1 萬 | 1.50% | 00.0% | 不變 |
| Richards, Merrill & Peterson, Inc. | 14,496 | $420.3 萬 | 2.00% | +125+0.9% | 加碼 |
| Verus Capital Partners, LLC | 14,484 | $419.9 萬 | 0.37% | +673+4.9% | 加碼 |
| Kiley Juergens Wealth Management, LLC | 14,477 | $419.7 萬 | 0.97% | +75+0.5% | 加碼 |
| Weik Capital Management | 14,472 | $419.6 萬 | 1.66% | +20.0% | 加碼 |
| Flavin Financial Services, Inc. | 14,400 | $417.5 萬 | 4.05% | −989−6.4% | 減碼 |
| Regal Investment Advisors LLC | 14,376 | $416.8 萬 | 0.31% | +1,149+8.7% | 加碼 |
| Harold Davidson & Associates Inc. | 14,365 | $416.5 萬 | 2.70% | −3,880−21.3% | 減碼 |
| B&L Asset Management LLC | 14,340 | $415.7 萬 | 2.38% | +229+1.6% | 加碼 |
| Prestige Wealth Management Group LLC | 14,312 | $414.9 萬 | 0.85% | −404−2.7% | 減碼 |
| Quadrant Private Wealth Management, LLC | 14,310 | $414.9 萬 | 0.86% | +800+5.9% | 加碼 |
| Bedell Frazier Investment Counseling, LLC | 14,308 | $414.8 萬 | 1.04% | +620+4.5% | 加碼 |
| Interchange Capital Partners, LLC | 14,299 | $414.5 萬 | 0.96% | +350+2.5% | 加碼 |
| Prosperitas Financial LLC | 14,284 | $414.1 萬 | 1.95% | +830+6.2% | 加碼 |
| Southland Equity Partners LLC | 14,281 | $414.0 萬 | 0.91% | −133−0.9% | 減碼 |
| Uhlmann Price Securities, LLC | 14,252 | $413.2 萬 | 2.95% | +14,252 | 新進 |
| MB, Levis & Associates, LLC | 14,240 | $412.8 萬 | 1.81% | −165−1.1% | 減碼 |
| Fiduciary Family Office, LLC | 14,238 | $412.8 萬 | 1.35% | −80−0.6% | 減碼 |
| Quotient Wealth Partners, LLC | 14,216 | $412.1 萬 | 0.12% | +1,711+13.7% | 加碼 |
| GSB Wealth Management, LLC | 14,184 | $411.2 萬 | 1.01% | +21+0.1% | 加碼 |
| Sittner & Nelson, LLC | 14,181 | $411.1 萬 | 1.65% | +275+2.0% | 加碼 |
| Phoenix Wealth Advisors | 14,169 | $410.8 萬 | 1.72% | −974−6.4% | 減碼 |
| Orca Wealth Management, LLC | 14,147 | $410.1 萬 | 3.45% | −240−1.7% | 減碼 |
| apricus wealth, LLC | 14,097 | $408.7 萬 | 2.38% | −550−3.8% | 減碼 |
| First Dallas Securities Inc. | 14,076 | $408.1 萬 | 1.61% | −320−2.2% | 減碼 |
| Revolve Wealth Partners, LLC | 14,042 | $407.1 萬 | 0.53% | +145+1.0% | 加碼 |
| Weatherly Asset Management L. P. | 14,042 | $407.1 萬 | 0.35% | −118−0.8% | 減碼 |
| James J. Burns & Company, LLC | 14,030 | $406.7 萬 | 0.66% | +61+0.4% | 加碼 |
| Gs Investments, Inc. | 14,024 | $406.6 萬 | 1.80% | −166−1.2% | 減碼 |
| Titleist Asset Management, LLC | 14,022 | $406.5 萬 | 0.40% | −30.0% | 減碼 |
| Empirical Asset Management, LLC | 14,018 | $406.4 萬 | 1.26% | +52+0.4% | 加碼 |
| Ballast, Inc. | 13,994 | $405.7 萬 | 1.06% | −296−2.1% | 減碼 |
| Alaethes Wealth LLC | 13,984 | $405.4 萬 | 1.21% | +114+0.8% | 加碼 |
| Delta Asset Management LLC | 13,954 | $404.5 萬 | 0.35% | −750−5.1% | 減碼 |
| DAGCO, Inc. | 13,950 | $404.4 萬 | 1.13% | −171−1.2% | 減碼 |
| Breakwater Capital Group | 13,939 | $404.1 萬 | 0.66% | +22+0.2% | 加碼 |
| Lynx Capital Group Ltd | 13,916 | $403.5 萬 | 1.95% | −103−0.7% | 減碼 |
| Twin Lakes Capital Management, LLC | 13,908 | $403.2 萬 | 2.45% | −61−0.4% | 減碼 |
| Onyx Bridge Wealth Group LLC | 13,905 | $403.1 萬 | 0.53% | −113−0.8% | 減碼 |
| Vega Investment Solutions | 13,878 | $402.3 萬 | 0.95% | +2,626+23.3% | 加碼 |
| Congress Park Capital LLC | 13,858 | $401.8 萬 | 1.32% | −450−3.1% | 減碼 |
| Hartline Investment Corp | 13,837 | $401.1 萬 | 0.46% | −605−4.2% | 減碼 |
| Loudon Investment Management, LLC | 13,833 | $401.0 萬 | 2.22% | −2,880−17.2% | 減碼 |
| Marion Wealth Management | 13,815 | $400.5 萬 | 1.00% | −654−4.5% | 減碼 |
| Quent Capital, LLC | 13,800 | $400.1 萬 | 0.39% | +576+4.4% | 加碼 |
| BOS Asset Management, LLC | 13,799 | $400.1 萬 | 1.28% | +891+6.9% | 加碼 |
| Beck Capital Management, LLC | 13,751 | $398.6 萬 | 1.00% | −653−4.5% | 減碼 |
| One Charles Private Wealth Services, LLC | 13,697 | $397.1 萬 | 1.12% | +1,365+11.1% | 加碼 |
| Abundance Wealth Counselors | 14,095 | $396.7 萬 | 0.74% | −18−0.1% | 減碼 |
| Biltmore Family Office, LLC | 13,663 | $396.1 萬 | 0.67% | −1,878−12.1% | 減碼 |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 13,686 | $395.5 萬 | 2.93% | −4,028−22.7% | 減碼 |
| Integrity Alliance, LLC. | 13,640 | $395.4 萬 | 0.22% | −16,528−54.8% | 減碼 |
| Chapman Financial Group, LLC | 13,631 | $395.2 萬 | 3.35% | +13,631 | 新進 |
| Hager Investment Management Services, LLC | 13,624 | $395.0 萬 | 2.36% | −237−1.7% | 減碼 |
| Alta Wealth Advisors LLC | 13,622 | $394.9 萬 | 1.86% | +120+0.9% | 加碼 |
| Financial Advocates Investment Management | 13,604 | $394.4 萬 | 0.32% | −5,697−29.5% | 減碼 |