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 |
|---|---|---|---|---|---|
| Highview Capital Management LLC | 13,601 | $394.3 萬 | 1.52% | +295+2.2% | 加碼 |
| Aft, Forsyth & Sober, LLC | 13,600 | $394.3 萬 | 1.33% | +200+1.5% | 加碼 |
| Turn8 Private Wealth Inc. | 13,543 | $393.5 萬 | 2.84% | −1,075−7.4% | 減碼 |
| Traphagen Investment Advisors LLC | 13,574 | $393.5 萬 | 0.37% | −231−1.7% | 減碼 |
| Asahi Life Asset Management Co., Ltd. | 13,572 | $393.5 萬 | 2.30% | −1,791−11.7% | 減碼 |
| SWS Partners | 13,564 | $393.3 萬 | 1.06% | −1,084−7.4% | 減碼 |
| Heartland Bank & Trust Co | 13,550 | $392.8 萬 | 1.84% | −406−2.9% | 減碼 |
| Green Harvest Asset Management LLC | 13,542 | $392.6 萬 | 0.08% | −269−1.9% | 減碼 |
| Monument Capital Management | 13,541 | $392.6 萬 | 1.02% | −431−3.1% | 減碼 |
| Parallax Volatility Advisers, L.P. | 13,514 | $391.8 萬 | 0.16% | −16,353−54.8% | 減碼 |
| Account Management LLC | 13,513 | $391.8 萬 | 4.30% | −550−3.9% | 減碼 |
| Wealth Architects, LLC | 13,471 | $390.5 萬 | 0.40% | −204−1.5% | 減碼 |
| Greenup Street Wealth Management LLC | 13,411 | $388.8 萬 | 0.68% | +193+1.5% | 加碼 |
| Insight Inv LLC | 13,402 | $388.5 萬 | 2.61% | −15,974−54.4% | 減碼 |
| Signature Wealth Management Partners, LLC | 13,397 | $388.4 萬 | 2.22% | +817+6.5% | 加碼 |
| Royal Harbor Partners, LLC | 13,382 | $388.0 萬 | 1.42% | −210−1.5% | 減碼 |
| San Luis Wealth Advisors LLC | 13,378 | $387.8 萬 | 0.83% | −1,039−7.2% | 減碼 |
| Benedict Financial Advisors Inc | 13,377 | $387.8 萬 | 0.88% | −263−1.9% | 減碼 |
| Schear Investment Advisers, LLC | 13,368 | $387.6 萬 | 1.92% | −17−0.1% | 減碼 |
| Falcon Wealth Planning | 13,358 | $387.3 萬 | 0.39% | +75+0.6% | 加碼 |
| Richard P Slaughter Associates Inc | 13,344 | $386.9 萬 | 0.79% | −1,106−7.7% | 減碼 |
| Wealth Alliance Advisory Group, LLC | 13,330 | $386.5 萬 | 0.74% | +175+1.3% | 加碼 |
| Northstar Asset Management LLC | 13,325 | $386.3 萬 | 0.89% | −240−1.8% | 減碼 |
| Cornerstone Advisory, LLC | 13,302 | $385.7 萬 | 0.41% | +220+1.7% | 加碼 |
| Arlington Trust Co LLC | 13,300 | $385.6 萬 | 0.75% | +81+0.6% | 加碼 |
| LMG Wealth Partners, LLC | 13,265 | $384.6 萬 | 0.79% | +219+1.7% | 加碼 |
| Select Asset Management & Trust | 13,262 | $384.5 萬 | 1.32% | +2,623+24.7% | 加碼 |
| Lantern Wealth Advisors, LLC | 13,260 | $384.4 萬 | 2.29% | +13,260 | 新進 |
| Resolute Wealth Strategies, LLC | 13,256 | $384.3 萬 | 2.06% | −202−1.5% | 減碼 |
| Brady Family Wealth, LLC | 13,213 | $383.1 萬 | 1.19% | −30−0.2% | 減碼 |
| Global Financial Private Client, LLC | 13,182 | $382.2 萬 | 1.43% | +2,105+19.0% | 加碼 |
| Aull & Monroe Investment Management Corp | 13,172 | $381.9 萬 | 2.05% | −1,447−9.9% | 減碼 |
| Cannon Advisors, Inc. | 13,172 | $381.9 萬 | 3.07% | +308+2.4% | 加碼 |
| Beacon Financial Advisory LLC | 13,147 | $381.1 萬 | 0.99% | +3,260+33.0% | 加碼 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 12,706 | $380.7 萬 | 1.38% | −177−1.4% | 減碼 |
| Oak Harbor Wealth Partners, LLC | 13,130 | $380.7 萬 | 1.03% | −1,838−12.3% | 減碼 |
| Chapman Investment Management, LLC | 13,121 | $380.4 萬 | 2.65% | 00.0% | 不變 |
| Park Edge Advisors, LLC | 13,111 | $380.1 萬 | 0.97% | +892+7.3% | 加碼 |
| Garrett Investment Advisors LLC | 13,105 | $379.9 萬 | 0.34% | +40.0% | 加碼 |
| Purkiss Capital Advisors LLC | 13,081 | $379.2 萬 | 2.11% | +1,895+16.9% | 加碼 |
| MGB Wealth Management, LLC | 13,089 | $378.7 萬 | 1.25% | −243−1.8% | 減碼 |
| Guerra Advisors Inc | 13,053 | $378.4 萬 | 1.79% | +2,176+20.0% | 加碼 |
| LM Advisors LLC | 13,052 | $378.4 萬 | 0.49% | +3,101+31.2% | 加碼 |
| Advisory Alpha, LLC | 13,044 | $378.2 萬 | 0.12% | +236+1.8% | 加碼 |
| PYA Waltman Capital, LLC | 13,039 | $378.0 萬 | 1.09% | +620+5.0% | 加碼 |
| Ironwood Financial, llc | 15,400 | $377.8 萬 | 0.81% | 00.0% | 不變 |
| MCF Advisors LLC | 13,026 | $377.6 萬 | 0.25% | +7+0.1% | 加碼 |
| Winthrop Capital Management, LLC | 13,025 | $377.6 萬 | 0.95% | −15−0.1% | 減碼 |
| Canvas Wealth Advisors, LLC | 12,658 | $377.6 萬 | 0.74% | +356+2.9% | 加碼 |
| EULAV Asset Management | 13,000 | $376.9 萬 | 0.09% | −2,003−13.4% | 減碼 |
| Ulysses Management LLC | 13,000 | $376.9 萬 | 0.81% | 00.0% | 不變 |
| Vicus Capital | 12,980 | $376.3 萬 | 0.31% | +18+0.1% | 加碼 |
| Wrapmanager Inc | 12,950 | $375.4 萬 | 0.91% | −1,352−9.5% | 減碼 |
| Brendel Financial Advisors LLC | 12,891 | $373.7 萬 | 2.09% | −475−3.6% | 減碼 |
| Providence First Trust Co | 12,881 | $373.4 萬 | 1.32% | +2,897+29.0% | 加碼 |
| Burford Brothers, Inc. | 12,870 | $373.1 萬 | 1.71% | +9+0.1% | 加碼 |
| Aigen Investment Management, LP | 12,854 | $372.7 萬 | 0.51% | +4,106+46.9% | 加碼 |
| Caldwell Investment Management Ltd. | 12,700 | $367.8 萬 | 3.19% | 00.0% | 不變 |
| Morton Capital Management LLC | 12,673 | $367.4 萬 | 0.65% | +1,004+8.6% | 加碼 |
| Greenwich Wealth Management LLC | 12,662 | $367.1 萬 | 0.18% | +7+0.1% | 加碼 |
| Jeppson Wealth Management, LLC | 12,656 | $366.9 萬 | 1.27% | −715−5.3% | 減碼 |
| Golden State Wealth Management, LLC | 12,654 | $366.9 萬 | 0.45% | −251−1.9% | 減碼 |
| Acorn Wealth Advisors, LLC | 12,640 | $366.4 萬 | 1.36% | +154+1.2% | 加碼 |
| Plante Moran Financial Advisors, LLC | 12,635 | $366.3 萬 | 0.26% | −180−1.4% | 減碼 |
| Court Place Advisors, LLC | 12,614 | $365.7 萬 | 1.15% | −213−1.7% | 減碼 |
| Fort Point Capital Partners LLC | 12,609 | $365.5 萬 | 0.37% | +666+5.6% | 加碼 |
| Patton Fund Management, Inc. | 12,600 | $365.3 萬 | 0.80% | −10,241−44.8% | 減碼 |
| Old Mission Investment Co LLC | 12,592 | $365.1 萬 | 1.00% | +827+7.0% | 加碼 |
| WBH Advisory Inc | 12,589 | $365.0 萬 | 0.31% | −1,436−10.2% | 減碼 |
| Carl P. Sherr & Co., LLC | 12,588 | $364.9 萬 | 1.84% | −343−2.7% | 減碼 |
| Davidson Trust Co | 12,587 | $364.9 萬 | 1.68% | −256−2.0% | 減碼 |
| Gallagher Capital Advisors, LLC | 12,245 | $364.7 萬 | 2.95% | −87−0.7% | 減碼 |
| J.Safra Asset Management Corp | 12,577 | $364.6 萬 | 0.25% | +3,240+34.7% | 加碼 |
| Aire Advisors, LLC | 12,570 | $364.4 萬 | 0.71% | +218+1.8% | 加碼 |
| Etesian Wealth Advisors, Inc. | 12,529 | $363.2 萬 | 1.35% | −648−4.9% | 減碼 |
| Advisors Preferred, LLC | 12,500 | $363.0 萬 | 0.60% | 00.0% | 不變 |
| Bernard Wealth Management Corp. | 12,519 | $362.9 萬 | 1.68% | −5,096−28.9% | 減碼 |
| Eads & Heald Wealth Management | 12,516 | $362.8 萬 | 1.79% | −801−6.0% | 減碼 |
| Hudson Canyon Capital Management | 12,484 | $361.9 萬 | 2.25% | −266−2.1% | 減碼 |
| Legacy Wealth Management, LLC | 12,448 | $360.9 萬 | 1.10% | −595−4.6% | 減碼 |
| Cozad Asset Management Inc | 12,441 | $360.7 萬 | 0.32% | +147+1.2% | 加碼 |
| Blue Square Asset Management, LLC | 12,428 | $360.3 萬 | 1.69% | +737+6.3% | 加碼 |
| Invesco, LLC | 12,418 | $360.0 萬 | 1.34% | −761−5.8% | 減碼 |
| Cambria Investment Management, L.P. | 12,401 | $359.5 萬 | 0.24% | +12,401 | 新進 |
| Twin City Private Wealth, LLC | 12,396 | $359.4 萬 | 2.94% | −6,136−33.1% | 減碼 |
| Peoples Bank | 12,387 | $359.1 萬 | 2.41% | 00.0% | 不變 |
| Stiles Financial Services Inc | 12,366 | $358.6 萬 | 1.24% | +1,411+12.9% | 加碼 |
| Berger Financial Group, Inc | 12,338 | $357.7 萬 | 0.23% | −139−1.1% | 減碼 |
| TradeWell Securities, LLC. | 12,299 | $356.6 萬 | 1.71% | +730+6.3% | 加碼 |
| Wealth Management Partners, LLC | 12,163 | $355.1 萬 | 1.26% | +253+2.1% | 加碼 |
| Virtus Wealth Solutions LLC | 12,243 | $354.9 萬 | 0.73% | −166−1.3% | 減碼 |
| Optimum Investment Advisors | 12,239 | $354.8 萬 | 1.54% | +10+0.1% | 加碼 |
| Wulff, Hansen & Co. | 12,231 | $354.6 萬 | 3.03% | −350−2.8% | 減碼 |
| Fortress Wealth Group, LLC | 12,037 | $354.2 萬 | 1.67% | +167+1.4% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 12,212 | $354.0 萬 | 0.09% | +189+1.6% | 加碼 |
| LCNB Corp | 12,210 | $354.0 萬 | 1.25% | −55−0.4% | 減碼 |
| Ellerson Group Inc | 12,204 | $353.8 萬 | 2.49% | −42−0.3% | 減碼 |
| Strong Tower Advisory Services | 12,184 | $353.2 萬 | 0.70% | +504+4.3% | 加碼 |
| Axecap Investments, LLC | 12,160 | $352.5 萬 | 2.30% | +2,353+24.0% | 加碼 |
| Aristotle Capital Management, LLC | 12,158 | $352.5 萬 | 0.01% | −20.0% | 減碼 |