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 |
|---|---|---|---|---|---|
| Gleason Group, Inc. | 12,156 | $352.4 萬 | 0.38% | −1,143−8.6% | 減碼 |
| Allred Capital Management, LLC | 12,155 | $352.4 萬 | 1.32% | −260−2.1% | 減碼 |
| Financial Advisors, LLC | 12,137 | $351.9 萬 | 0.66% | +9+0.1% | 加碼 |
| Paradigm Capital Management, LLC | 12,134 | $351.8 萬 | 3.48% | −115−0.9% | 減碼 |
| Sunpointe, LLC | 12,116 | $351.3 萬 | 1.39% | +5,427+81.1% | 加碼 |
| DMKC Advisory Services, LLC | 12,090 | $350.5 萬 | 1.84% | +1,361+12.7% | 加碼 |
| Tempus Wealth Planning, LLC | 12,084 | $350.3 萬 | 0.87% | +623+5.4% | 加碼 |
| Eagle Bluffs Wealth Management LLC | 12,058 | $349.6 萬 | 1.66% | +54+0.4% | 加碼 |
| Beech Hill Advisors, Inc. | 12,057 | $349.6 萬 | 1.57% | −2,496−17.2% | 減碼 |
| Guardian Capital LP | 12,036 | $348.9 萬 | 0.12% | −2,862−19.2% | 減碼 |
| Palumbo Wealth Management LLC | 11,998 | $347.8 萬 | 1.08% | +381+3.3% | 加碼 |
| BSW Wealth Partners | 11,978 | $347.2 萬 | 0.48% | −26−0.2% | 減碼 |
| Meadow Creek Wealth Advisors LLC | 11,939 | $346.1 萬 | 2.34% | −81−0.7% | 減碼 |
| Aldebaran Capital, LLC | 11,907 | $345.2 萬 | 3.41% | 00.0% | 不變 |
| First National Bank of Hutchinson | 11,881 | $344.4 萬 | 2.14% | −22−0.2% | 減碼 |
| Precedent Wealth Partners, LLC | 11,847 | $343.5 萬 | 0.84% | +950+8.7% | 加碼 |
| VCI Wealth Management LLC | 11,825 | $342.8 萬 | 1.20% | +907+8.3% | 加碼 |
| Victrix Investment Advisors | 11,823 | $342.8 萬 | 1.52% | +349+3.0% | 加碼 |
| Valley National Advisers Inc | 11,823 | $342.7 萬 | 0.56% | −187−1.6% | 減碼 |
| Aft, Forsyth & Company, Inc. | 11,818 | $342.6 萬 | 1.76% | 00.0% | 不變 |
| Lindenwold Advisors | 11,814 | $342.5 萬 | 1.78% | +289+2.5% | 加碼 |
| Capital Advisors Wealth Management, LLC | 11,793 | $341.9 萬 | 0.54% | −96−0.8% | 減碼 |
| Roman Butler Fullerton & Co | 11,446 | $341.8 萬 | 1.01% | −168−1.4% | 減碼 |
| Correct Capital Wealth Management | 11,772 | $341.3 萬 | 0.66% | +490+4.3% | 加碼 |
| Woodward Diversified Capital, LLC | 11,752 | $340.7 萬 | 1.72% | +3,720+46.3% | 加碼 |
| Finivi Inc. | 11,714 | $339.6 萬 | 2.30% | +160+1.4% | 加碼 |
| Belmont Capital, LLC | 11,704 | $339.3 萬 | 0.52% | 00.0% | 不變 |
| Saxon Interests, Inc. | 13,801 | $338.5 萬 | 1.58% | 00.0% | 不變 |
| Mitchell Sinkler & Starr | 11,659 | $338.0 萬 | 1.62% | −35,950−75.5% | 減碼 |
| Lakeridge Wealth Management LLC | 11,649 | $337.7 萬 | 1.55% | −187−1.6% | 減碼 |
| Pinnacle Holdings, LLC | 11,626 | $337.0 萬 | 1.22% | +604+5.5% | 加碼 |
| Spahn Wealth & Retirement LLC | 11,606 | $336.5 萬 | 2.16% | +11,606 | 新進 |
| Gilbert & Cook, Inc. | 11,603 | $336.4 萬 | 0.45% | +830+7.7% | 加碼 |
| Eaton Financial Holdings Company, LLC | 11,599 | $336.3 萬 | 1.03% | +7,077+156.5% | 加碼 |
| Summit Asset Management, LLC | 11,595 | $336.2 萬 | 0.55% | +1,137+10.9% | 加碼 |
| Security National Bank of Sioux City Iowa | 11,549 | $334.8 萬 | 2.35% | +4,520+64.3% | 加碼 |
| Neumann Capital Management, LLC | 11,530 | $334.3 萬 | 1.05% | −650−5.3% | 減碼 |
| Auxano Advisors, LLC | 11,508 | $333.6 萬 | 0.78% | −30.0% | 減碼 |
| Aldebaran Financial Inc. | 11,497 | $333.3 萬 | 3.69% | +320+2.9% | 加碼 |
| CVA Family Office, LLC | 11,482 | $332.9 萬 | 0.47% | −130−1.1% | 減碼 |
| Millstone Evans Group, LLC | 11,437 | $331.6 萬 | 2.26% | −508−4.3% | 減碼 |
| G&S Capital LLC | 11,410 | $330.8 萬 | 1.31% | −97−0.8% | 減碼 |
| Union Savings Bank | 11,160 | $330.6 萬 | 1.52% | −1,693−13.2% | 減碼 |
| Invst, LLC | 11,376 | $329.8 萬 | 0.41% | +69+0.6% | 加碼 |
| Slocum, Gordon & Co LLP | 11,373 | $329.7 萬 | 2.66% | −5,121−31.0% | 減碼 |
| North Dallas Bank & Trust Co | 11,352 | $329.1 萬 | 2.49% | +11,352 | 新進 |
| Total Clarity Wealth Management, Inc. | 11,325 | $328.3 萬 | 0.94% | +90+0.8% | 加碼 |
| Well Done, LLC | 11,322 | $328.2 萬 | 0.62% | +52+0.5% | 加碼 |
| Channel Wealth LLC | 11,309 | $327.8 萬 | 0.93% | +215+1.9% | 加碼 |
| CRA Financial Services, LLC | 11,300 | $327.6 萬 | 0.50% | +191+1.7% | 加碼 |
| Bradyco, Inc. | 11,075 | $327.2 萬 | 2.40% | 00.0% | 不變 |
| Fortis Capital Advisors, LLC | 11,285 | $327.2 萬 | 0.59% | +4,504+66.4% | 加碼 |
| Fortem Financial Group, LLC | 11,278 | $327.0 萬 | 1.05% | −820−6.8% | 減碼 |
| Schrum Private Wealth Management LLC | 11,251 | $326.2 萬 | 2.62% | +11+0.1% | 加碼 |
| West Paces Advisors Inc. | 11,250 | $326.1 萬 | 0.69% | −56−0.5% | 減碼 |
| Sound Income Strategies, LLC | 11,246 | $326.0 萬 | 0.19% | +387+3.6% | 加碼 |
| Cranbrook Wealth Management, LLC | 11,246 | $326.0 萬 | 0.70% | +73+0.7% | 加碼 |
| S.E.E.D. Planning Group LLC | 11,239 | $325.8 萬 | 1.02% | −333−2.9% | 減碼 |
| Financial Management Professionals, Inc. | 11,239 | $325.8 萬 | 0.37% | +123+1.1% | 加碼 |
| Brady Martz Wealth Solutions, LLC | 11,225 | $325.4 萬 | 0.63% | −128−1.1% | 減碼 |
| Aspetuck Financial Management LLC | 11,209 | $325.0 萬 | 2.45% | 00.0% | 不變 |
| Clare Market Investments LLC | 11,196 | $324.6 萬 | 0.72% | +30.0% | 加碼 |
| Cookson Peirce & Co Inc | 11,180 | $324.1 萬 | 0.14% | −485−4.2% | 減碼 |
| First Financial Corp | 11,173 | $323.9 萬 | 1.45% | −569−4.8% | 減碼 |
| Rockingstone Advisors LLC | 11,162 | $323.6 萬 | 1.70% | −3,540−24.1% | 減碼 |
| Audent Global Asset Management, LLC | 11,159 | $323.5 萬 | 2.34% | −54−0.5% | 減碼 |
| Peak Planning Group, LLC | 11,147 | $323.2 萬 | 2.07% | −7,505−40.2% | 減碼 |
| Blodgett Wealth Advisors, LLC | 11,140 | $323.0 萬 | 2.53% | +127+1.2% | 加碼 |
| Calton & Associates, Inc. | 11,131 | $322.7 萬 | 0.56% | +1,927+20.9% | 加碼 |
| Crux Wealth Advisors | 11,130 | $322.7 萬 | 1.37% | −2,070−15.7% | 減碼 |
| YANKCOM Partnership | 11,116 | $322.3 萬 | 1.58% | +244+2.2% | 加碼 |
| Paces Ferry Wealth Advisors, LLC | 11,104 | $321.9 萬 | 1.48% | −679−5.8% | 減碼 |
| Florida Financial Advisors, LLC | 11,103 | $321.9 萬 | 1.07% | +1,240+12.6% | 加碼 |
| Fortune Financial Advisors, LLC | 11,096 | $321.7 萬 | 2.59% | −66−0.6% | 減碼 |
| Sanders Morris Harris LLC | 11,089 | $321.5 萬 | 0.77% | −8,895−44.5% | 減碼 |
| Northern Financial Advisors Inc | 11,076 | $321.1 萬 | 2.41% | +78+0.7% | 加碼 |
| Marble Harbor Investment Counsel, LLC | 11,074 | $321.1 萬 | 0.35% | −1,233−10.0% | 減碼 |
| 44 Wealth Management LLC | 11,069 | $320.9 萬 | 1.14% | +9+0.1% | 加碼 |
| Carmignac Gestion | 11,057 | $320.6 萬 | 0.05% | −2,317−17.3% | 減碼 |
| Sentinus, LLC | 11,024 | $319.6 萬 | 0.78% | +601+5.8% | 加碼 |
| Waddell & Associates, LLC | 11,022 | $319.5 萬 | 0.34% | −855−7.2% | 減碼 |
| RedJay Asset Management Inc. | 11,000 | $318.9 萬 | 0.75% | 00.0% | 不變 |
| Pinnacle Wealth Management Group, Inc. | 10,999 | $318.9 萬 | 1.83% | −260−2.3% | 減碼 |
| St. Johns Investment Management Company, LLC | 10,994 | $318.7 萬 | 1.46% | +57+0.5% | 加碼 |
| Exchange Bank | 10,992 | $318.7 萬 | 2.52% | −254−2.3% | 減碼 |
| HMS Capital Management, LLC | 10,991 | $318.6 萬 | 1.44% | −390−3.4% | 減碼 |
| GWN Securities Inc. | 10,758 | $318.5 萬 | 0.59% | −10,187−48.6% | 減碼 |
| Legato Capital Management LLC | 10,985 | $318.5 萬 | 0.38% | 00.0% | 不變 |
| Ignite Planners, LLC | 10,934 | $318.5 萬 | 0.55% | +78+0.7% | 加碼 |
| Moss Adams Wealth Advisors LLC | 10,973 | $318.1 萬 | 0.29% | +935+9.3% | 加碼 |
| Solitude Financial Services | 10,968 | $318.0 萬 | 1.15% | +928+9.2% | 加碼 |
| Consilium Wealth Advisory, LLC | 10,960 | $317.7 萬 | 1.34% | +40+0.4% | 加碼 |
| MRP Capital Investments, LLC | 10,958 | $317.7 萬 | 2.18% | +1,677+18.1% | 加碼 |
| Norris Perne & French LLP | 10,948 | $317.4 萬 | 0.22% | −1,998−15.4% | 減碼 |
| ORG Wealth Partners, LLC | 10,893 | $317.2 萬 | 0.76% | −75−0.7% | 減碼 |
| Tyler-Stone Wealth Management | 10,908 | $316.2 萬 | 0.51% | −372−3.3% | 減碼 |
| Diligent Investors, LLC | 10,907 | $316.2 萬 | 0.75% | −159−1.4% | 減碼 |
| Lee Financial Co | 10,898 | $315.9 萬 | 0.45% | +766+7.6% | 加碼 |
| Barrett & Company, Inc. | 10,872 | $315.2 萬 | 1.18% | +16+0.1% | 加碼 |
| Letson Investment Management, Inc. | 10,856 | $314.7 萬 | 1.24% | +40.0% | 加碼 |