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 |
|---|---|---|---|---|---|
| Peoples Bank | 9,868 | $286.1 萬 | 1.77% | −75−0.8% | 減碼 |
| Powell Investment Advisors, LLC | 9,853 | $285.6 萬 | 1.07% | +2,731+38.3% | 加碼 |
| Aspire Growth Partners LLC | 9,850 | $285.6 萬 | 2.34% | −72−0.7% | 減碼 |
| Sather Financial Group Inc | 9,844 | $285.4 萬 | 0.17% | +93+1.0% | 加碼 |
| Monticello Wealth Management, LLC | 9,843 | $285.4 萬 | 0.22% | −3,375−25.5% | 減碼 |
| Notis-McConarty Edward | 9,843 | $285.4 萬 | 1.39% | −110−1.1% | 減碼 |
| Kingstone Capital Partners Texas, LLC | 9,836 | $285.1 萬 | 1.86% | −2,115−17.7% | 減碼 |
| Hunter Associates Investment Management LLC | 9,804 | $284.0 萬 | 0.42% | −670−6.4% | 減碼 |
| Chesapeake Wealth Management | 9,777 | $283.4 萬 | 0.95% | −262−2.6% | 減碼 |
| Pinnacle Wealth Management, LLC | 9,765 | $283.1 萬 | 2.37% | +8,136+499.4% | 加碼 |
| Forefront Wealth Management Inc. | 9,759 | $282.9 萬 | 2.27% | −18−0.2% | 減碼 |
| Masso Torrence Wealth Management Inc. | 9,756 | $282.8 萬 | 1.31% | +417+4.5% | 加碼 |
| O'Keefe Stevens Advisory, Inc. | 9,755 | $282.8 萬 | 0.80% | +870+9.8% | 加碼 |
| Orrstown Financial Services Inc | 9,752 | $282.7 萬 | 0.60% | −521−5.1% | 減碼 |
| Net Worth Advisory Group | 9,720 | $281.8 萬 | 0.62% | −293−2.9% | 減碼 |
| Leo Wealth, LLC | 9,753 | $281.8 萬 | 0.22% | +4,358+80.8% | 加碼 |
| Financial Perspectives, Inc | 9,719 | $281.8 萬 | 0.85% | +40.0% | 加碼 |
| Baker Tilly Wealth Management, LLC | 9,708 | $281.4 萬 | 1.01% | −1,749−15.3% | 減碼 |
| AA Financial Advisors, LLC | 9,703 | $281.3 萬 | 0.61% | −961−9.0% | 減碼 |
| Capital Performance Advisors LLP | 9,702 | $281.3 萬 | 0.55% | +463+5.0% | 加碼 |
| IMS Capital Management | 9,701 | $281.2 萬 | 1.31% | −104−1.1% | 減碼 |
| PCG Asset Management, LLC | 9,695 | $281.1 萬 | 2.42% | −249−2.5% | 減碼 |
| Meridian Financial Partners LLC | 9,680 | $280.6 萬 | 1.32% | −340−3.4% | 減碼 |
| Brown Financial Advisors | 9,662 | $280.1 萬 | 1.09% | −260−2.6% | 減碼 |
| Compass Capital Management, Inc | 9,660 | $280.1 萬 | 0.15% | +9,660 | 新進 |
| Amplius Wealth Advisors, LLC | 9,649 | $279.7 萬 | 0.26% | −1,489−13.4% | 減碼 |
| Constant Guidance Financial LLC | 9,684 | $279.4 萬 | 2.81% | +9,684 | 新進 |
| Terril Brothers, Inc. | 9,633 | $279.3 萬 | 1.05% | +50+0.5% | 加碼 |
| Elmwood Wealth Management, Inc. | 9,619 | $278.9 萬 | 1.11% | −198−2.0% | 減碼 |
| Waterfront Wealth Inc. | 9,617 | $278.8 萬 | 0.63% | −113−1.2% | 減碼 |
| Pekin Hardy Strauss, Inc. | 9,615 | $278.7 萬 | 0.32% | −2,135−18.2% | 減碼 |
| NorthStar Asset Management LLC | 9,614 | $278.7 萬 | 1.47% | +270+2.9% | 加碼 |
| Autumn Glory Partners, LLC | 9,613 | $278.7 萬 | 1.30% | +172+1.8% | 加碼 |
| CFO4Life Group, LLC | 9,592 | $278.1 萬 | 0.43% | −393−3.9% | 減碼 |
| Trust Investment Advisors | 9,582 | $277.8 萬 | 1.69% | −884−8.4% | 減碼 |
| Triad Wealth Partners, LLC | 9,564 | $277.3 萬 | 0.56% | +1,734+22.1% | 加碼 |
| Brookwood Investment Group LLC | 9,554 | $277.0 萬 | 0.45% | +4,616+93.5% | 加碼 |
| Dohj, LLC | 11,490 | $276.8 萬 | 0.80% | +1,560+15.7% | 加碼 |
| China Universal Asset Management Co., Ltd. | 9,543 | $276.7 萬 | 0.26% | −6,105−39.0% | 減碼 |
| Medallion Wealth Advisors, LLC | 9,530 | $276.7 萬 | 1.07% | +81+0.9% | 加碼 |
| Ambassador Advisors, LLC | 9,531 | $276.3 萬 | 0.43% | −836−8.1% | 減碼 |
| Fullcircle Wealth LLC | 9,383 | $276.1 萬 | 1.03% | +65+0.7% | 加碼 |
| De Burlo Group Inc | 9,508 | $275.6 萬 | 0.36% | −130−1.3% | 減碼 |
| Fortitude Family Office, LLC | 9,506 | $275.6 萬 | 0.91% | −884−8.5% | 減碼 |
| Cornerstone Enterprises, LLC | 9,495 | $275.3 萬 | 1.48% | −5,612−37.1% | 減碼 |
| Caldwell Sutter Capital, Inc. | 9,488 | $275.1 萬 | 1.26% | −84−0.9% | 減碼 |
| Keudell/Morrison Wealth Management | 9,484 | $274.9 萬 | 0.61% | −941−9.0% | 減碼 |
| Crescent Grove Advisors, LLC | 9,468 | $274.5 萬 | 0.27% | −1,351−12.5% | 減碼 |
| Strategies Wealth Advisors, LLC | 9,466 | $274.4 萬 | 0.30% | −162−1.7% | 減碼 |
| Security National Bank of So Dak | 9,461 | $274.3 萬 | 1.49% | +25+0.3% | 加碼 |
| Eukles Asset Management | 9,432 | $273.5 萬 | 1.12% | −33−0.3% | 減碼 |
| Concentric Capital Strategies, LP | 9,432 | $273.4 萬 | 0.15% | −3,905−29.3% | 減碼 |
| Astoria Portfolio Advisors LLC. | 9,183 | $272.3 萬 | 0.77% | −281−3.0% | 減碼 |
| Papamarkou Wellner Asset Management inc. | 9,382 | $272.0 萬 | 1.80% | +156+1.7% | 加碼 |
| Emprise Bank | 9,372 | $271.7 萬 | 1.30% | +53+0.6% | 加碼 |
| Money Concepts Capital Corp | 9,359 | $271.3 萬 | 0.18% | −1,615−14.7% | 減碼 |
| Napa Wealth Management | 9,332 | $270.6 萬 | 1.29% | +9,332 | 新進 |
| Asio Capital, LLC | 9,328 | $270.4 萬 | 0.45% | +290+3.2% | 加碼 |
| Newbridge Financial Services Group, Inc. | 9,323 | $270.3 萬 | 0.44% | +3,419+57.9% | 加碼 |
| Prentice Wealth Management LLC | 9,314 | $270.0 萬 | 0.71% | −350−3.6% | 減碼 |
| Wall Street Access Asset Management, LLC | 9,311 | $269.9 萬 | 0.94% | +2,566+38.0% | 加碼 |
| Drive Wealth Management, LLC | 9,309 | $269.9 萬 | 0.59% | +175+1.9% | 加碼 |
| Kapstone Financial Advisors LLC | 9,306 | $269.8 萬 | 1.35% | −20−0.2% | 減碼 |
| First Heartland Consultants, Inc. | 9,303 | $269.7 萬 | 0.24% | +817+9.6% | 加碼 |
| Mosaic Financial Group, LLC | 9,281 | $269.1 萬 | 2.06% | −15−0.2% | 減碼 |
| Washington Capital Management Inc | 9,280 | $269.0 萬 | 2.00% | 00.0% | 不變 |
| Lederer & Associates Investment Counsel | 9,279 | $269.0 萬 | 1.78% | −139−1.5% | 減碼 |
| N.E.W. Advisory Services LLC | 9,255 | $268.3 萬 | 0.26% | +716+8.4% | 加碼 |
| Brian Low Financial Group, LLC | 9,235 | $267.7 萬 | 2.51% | +9,235 | 新進 |
| Reik & Co., LLC | 9,210 | $267.0 萬 | 0.67% | +6,478+237.1% | 加碼 |
| Samalin Investment Counsel, LLC | 9,191 | $266.5 萬 | 1.02% | −71−0.8% | 減碼 |
| Altman Advisors, Inc. | 9,165 | $266.2 萬 | 1.09% | +67+0.7% | 加碼 |
| Centennial Bank | 9,178 | $266.1 萬 | 1.12% | −85−0.9% | 減碼 |
| ROI Financial Advisors, LLC | 9,158 | $265.5 萬 | 1.69% | +1,471+19.1% | 加碼 |
| Hilltop Partners LLC | 9,141 | $265.0 萬 | 0.80% | +890+10.8% | 加碼 |
| Savoie Capital LLC | 9,129 | $264.7 萬 | 0.33% | 00.0% | 不變 |
| Legacy Bridge, LLC | 9,115 | $264.3 萬 | 1.25% | 00.0% | 不變 |
| Cary Street Partner Investment Advisory LLC | 9,104 | $264.0 萬 | 1.28% | +526+6.1% | 加碼 |
| Independent Solutions Wealth Management, LLC | 9,086 | $263.4 萬 | 0.51% | +719+8.6% | 加碼 |
| Navalign, LLC | 9,086 | $263.4 萬 | 0.73% | −475−5.0% | 減碼 |
| Kercheville Advisors, LLC | 9,065 | $262.8 萬 | 0.91% | +7,015+342.2% | 加碼 |
| Mendel Capital Management LLC | 9,057 | $262.6 萬 | 1.50% | −140−1.5% | 減碼 |
| Charter Oak Capital Management, LLC | 9,056 | $262.6 萬 | 0.22% | +310+3.5% | 加碼 |
| TKG Advisors, LLC | 9,054 | $262.5 萬 | 1.18% | −77−0.8% | 減碼 |
| Iron Financial, LLC | 9,050 | $262.4 萬 | 1.39% | +65+0.7% | 加碼 |
| Atwood & Palmer Inc | 9,043 | $262.2 萬 | 0.16% | +94+1.1% | 加碼 |
| Keystone Wealth Services, LLC | 9,029 | $261.8 萬 | 0.63% | +1,463+19.3% | 加碼 |
| Yukon Wealth Management, Inc. | 9,020 | $261.5 萬 | 0.94% | +89+1.0% | 加碼 |
| Birchbrook, Inc. | 9,002 | $261.0 萬 | 1.40% | −151−1.6% | 減碼 |
| Bayview Asset Management, LLC | 9,000 | $260.9 萬 | 2.63% | −57−0.6% | 減碼 |
| Freemont Management S.A. | 9,000 | $260.9 萬 | 0.43% | +2,100+30.4% | 加碼 |
| Virtue Capital Management, LLC | 8,999 | $260.9 萬 | 0.48% | −2,014−18.3% | 減碼 |
| Signet Financial Management, LLC | 8,981 | $260.4 萬 | 0.33% | +159+1.8% | 加碼 |
| Warm Springs Advisors Inc. | 8,975 | $260.2 萬 | 2.23% | −158−1.7% | 減碼 |
| Wealthquest Corp | 8,925 | $258.7 萬 | 0.20% | +132+1.5% | 加碼 |
| Financial Management Network Inc | 8,734 | $258.5 萬 | 0.46% | +1,145+15.1% | 加碼 |
| Bennett Selby Investments LP | 8,917 | $258.5 萬 | 0.92% | 00.0% | 不變 |
| Cromwell Holdings LLC | 8,913 | $258.4 萬 | 1.57% | 00.0% | 不變 |
| Great Diamond Partners, LLC | 8,904 | $258.1 萬 | 0.55% | +5,512+162.5% | 加碼 |
| Kelly Lawrence W & Associates Inc | 8,903 | $258.1 萬 | 0.68% | −125−1.4% | 減碼 |