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 5,157 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 | 5,157 | $6,437 億 |
| 2026 年第 1 季 | 5,102 | $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 | 4,679 | $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 | 3,711 | $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 | 3,629 | $2,783 億 |
| 2022 年第 3 季 | 3,396 | $2,129 億 |
| 2022 年第 2 季 | 3,428 | $2,293 億 |
| 2022 年第 1 季 | 3,519 | $2,789 億 |
| 2021 年第 4 季 | 3,594 | $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 |
|---|---|---|---|---|---|
| Impax Asset Management Group plc | 204,508 | $5,929 萬 | 0.34% | +23,715+13.1% | 加碼 |
| Mill Capital Management, LLC | 204,137 | $5,918 萬 | 4.64% | −4,055−1.9% | 減碼 |
| Stratos Wealth Partners, LTD. | 204,079 | $5,916 萬 | 0.80% | +4,211+2.1% | 加碼 |
| Heritage Investors Management Corp | 204,014 | $5,915 萬 | 1.87% | −4,265−2.0% | 減碼 |
| Perfromance Wealth Partners, LLC | 203,613 | $5,903 萬 | 1.89% | +4,036+2.0% | 加碼 |
| Equitable Holdings, Inc. | 202,586 | $5,873 萬 | 0.48% | +13,446+7.1% | 加碼 |
| KCM Investment Advisors LLC | 200,446 | $5,811 萬 | 1.95% | +18,969+10.5% | 加碼 |
| Oakworth Capital, Inc. | 200,377 | $5,809 萬 | 3.74% | +1,550+0.8% | 加碼 |
| Cambiar Investors LLC | 200,152 | $5,803 萬 | 2.44% | −5,339−2.6% | 減碼 |
| Klingenstein Fields & Co LP | 200,043 | $5,799 萬 | 2.30% | −5,509−2.7% | 減碼 |
| Pictet & Cie (Europe) SA | 199,716 | $5,790 萬 | 1.24% | +5,917+3.1% | 加碼 |
| Moody Lynn & Lieberson, LLC | 199,082 | $5,772 萬 | 3.33% | +2,162+1.1% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 198,928 | $5,767 萬 | 0.17% | −40,731−17.0% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 198,460 | $5,751 萬 | 2.62% | +31,300+18.7% | 加碼 |
| HighPoint Advisor Group LLC | 197,583 | $5,728 萬 | 3.04% | −1,135−0.6% | 減碼 |
| Nexus Investment Management ULC | 197,419 | $5,723 萬 | 8.55% | −1,203−0.6% | 減碼 |
| Northeast Investment Management | 197,271 | $5,719 萬 | 2.44% | −2,765−1.4% | 減碼 |
| HB Wealth Management, LLC | 197,166 | $5,716 萬 | 0.46% | −21,978−10.0% | 減碼 |
| Marsico Capital Management LLC | 196,870 | $5,707 萬 | 1.55% | +25,491+14.9% | 加碼 |
| Kentucky Retirement Systems | 195,309 | $5,662 萬 | 1.66% | +3,416+1.8% | 加碼 |
| Two Sigma Investments, LP | 194,678 | $5,644 萬 | 0.10% | +180,383+1,261.9% | 加碼 |
| CBOE Vest Financial, LLC | 194,666 | $5,644 萬 | 0.80% | +10,525+5.7% | 加碼 |
| Meridian Wealth Management, LLC | 194,390 | $5,636 萬 | 2.41% | +586+0.3% | 加碼 |
| Wharton Business Group, LLC | 194,443 | $5,630 萬 | 2.38% | −20,965−9.7% | 減碼 |
| Illinois Municipal Retirement Fund | 193,210 | $5,601 萬 | 0.76% | −13,696−6.6% | 減碼 |
| FineMark National Bank & Trust | 192,827 | $5,590 萬 | 1.90% | +48,314+33.4% | 加碼 |
| Mizuho Securities USA LLC | 192,066 | $5,568 萬 | 1.19% | +192,066 | 新進 |
| St Germain D J Co Inc | 191,876 | $5,563 萬 | 2.40% | +8,026+4.4% | 加碼 |
| Maple Capital Management, Inc. | 191,841 | $5,562 萬 | 3.81% | −2,394−1.2% | 減碼 |
| Lazard Asset Management LLC | 191,012 | $5,538 萬 | 0.08% | −2,374−1.2% | 減碼 |
| Triglav Skladi, D.O.O. | 190,981 | $5,536 萬 | 4.00% | +4,918+2.6% | 加碼 |
| Holocene Advisors, LP | 190,162 | $5,513 萬 | 0.14% | +116,278+157.4% | 加碼 |
| ING Groep NV | 189,329 | $5,489 萬 | 0.33% | +43,988+30.3% | 加碼 |
| Braun Stacey Associates Inc | 188,409 | $5,462 萬 | 1.98% | −1,240−0.7% | 減碼 |
| Clifford Swan Investment Counsel LLC | 187,733 | $5,443 萬 | 1.92% | −4,717−2.5% | 減碼 |
| Gradient Investments LLC | 187,431 | $5,434 萬 | 0.99% | +90.0% | 加碼 |
| Intech Investment Management LLC | 186,211 | $5,398 萬 | 0.51% | −23,049−11.0% | 減碼 |
| Nippon Life Global Investors Americas, Inc. | 185,920 | $5,390 萬 | 2.37% | +8,200+4.6% | 加碼 |
| Integrated Wealth Concepts LLC | 184,812 | $5,358 萬 | 0.54% | +15,354+9.1% | 加碼 |
| First National Trust Co | 183,686 | $5,325 萬 | 1.99% | −2,297−1.2% | 減碼 |
| Howe & Rusling Inc | 183,468 | $5,319 萬 | 3.93% | −694−0.4% | 減碼 |
| Apollon Wealth Management, LLC | 182,740 | $5,298 萬 | 1.05% | +7,664+4.4% | 加碼 |
| Advisory Services Network, LLC | 176,168 | $5,219 萬 | 0.84% | +15,625+9.7% | 加碼 |
| Generali Asset Management SPA SGR | 179,815 | $5,213 萬 | 1.19% | −40,331−18.3% | 減碼 |
| Ostrum Asset Management | 179,265 | $5,197 萬 | 2.44% | +4,224+2.4% | 加碼 |
| Gamco Investors, Inc. Et Al | 178,684 | $5,180 萬 | 0.51% | −28,053−13.6% | 減碼 |
| American Assets Investment Management, LLC | 177,600 | $5,149 萬 | 4.14% | 00.0% | 不變 |
| Dai-Ichi Life Insurance Company, Ltd | 177,490 | $5,146 萬 | 1.44% | +15,970+9.9% | 加碼 |
| Segall Bryant & Hamill, LLC | 176,519 | $5,117 萬 | 0.72% | +12,646+7.7% | 加碼 |
| Lazard Freres Gestion S.A.S. | 175,551 | $5,089 萬 | 1.06% | −6,286−3.5% | 減碼 |
| Independent Advisor Alliance | 173,617 | $5,033 萬 | 1.45% | −11,762−6.3% | 減碼 |
| Payden & Rygel | 173,550 | $5,031 萬 | 4.17% | 00.0% | 不變 |
| RSM US Wealth Management LLC | 173,323 | $5,025 萬 | 0.70% | +3,764+2.2% | 加碼 |
| Eagle Global Advisors LLC | 173,204 | $5,021 萬 | 2.03% | −2,075−1.2% | 減碼 |
| Levin Capital Strategies, L.P. | 173,066 | $5,017 萬 | 4.93% | −2,459−1.4% | 減碼 |
| Estabrook Capital Management | 173,014 | $5,016 萬 | 7.72% | −3,759−2.1% | 減碼 |
| Cooke & Bieler LP | 172,311 | $4,995 萬 | 0.50% | −4,717−2.7% | 減碼 |
| Cornerstone Advisors, LLC | 172,200 | $4,992 萬 | 1.71% | +1,500+0.9% | 加碼 |
| Randolph Co Inc | 171,232 | $4,964 萬 | 5.09% | +725+0.4% | 加碼 |
| Chesley Taft & Associates LLC | 170,147 | $4,933 萬 | 2.20% | −1,208−0.7% | 減碼 |
| WestEnd Advisors, LLC | 169,492 | $4,914 萬 | 1.22% | −23,146−12.0% | 減碼 |
| Smith, Salley & Associates | 169,365 | $4,910 萬 | 2.84% | +3,911+2.4% | 加碼 |
| Central Trust Co | 169,032 | $4,900 萬 | 1.13% | +453+0.3% | 加碼 |
| Capital International Ltd | 168,102 | $4,873 萬 | 1.87% | −16,577−9.0% | 減碼 |
| Hartford Investment Management Co | 167,742 | $4,863 萬 | 1.55% | −2,889−1.7% | 減碼 |
| South State Corp. | 167,543 | $4,857 萬 | 2.12% | +5,555+3.4% | 加碼 |
| LMCG Investments, LLC | 167,501 | $4,856 萬 | 3.04% | −6,625−3.8% | 減碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 167,285 | $4,850 萬 | 2.62% | −3,862−2.3% | 減碼 |
| Discovery Capital Management, LLC | 166,900 | $4,839 萬 | 3.80% | +166,900 | 新進 |
| Summit Financial, LLC | 166,679 | $4,832 萬 | 1.09% | +43,134+34.9% | 加碼 |
| Community Trust & Investment Co | 166,410 | $4,824 萬 | 2.79% | −2,546−1.5% | 減碼 |
| Vinva Investment Management Ltd | 167,820 | $4,818 萬 | 1.29% | +41,748+33.1% | 加碼 |
| Norinchukin Bank, The | 165,278 | $4,792 萬 | 0.71% | +8,872+5.7% | 加碼 |
| Drexel Morgan & Co. | 163,589 | $4,743 萬 | 8.42% | +50,000+44.0% | 加碼 |
| Bailard, Inc. | 163,323 | $4,735 萬 | 1.10% | +12,536+8.3% | 加碼 |
| NS Partners Ltd | 162,663 | $4,716 萬 | 1.93% | −14,045−7.9% | 減碼 |
| Highland Capital Management, LLC | 161,814 | $4,691 萬 | 2.54% | −1,984−1.2% | 減碼 |
| Prime Capital Investment Advisors, LLC | 160,923 | $4,665 萬 | 0.62% | −47,472−22.8% | 減碼 |
| National Mutual Insurance Federation of Agricultural Cooperatives | 160,900 | $4,665 萬 | 0.38% | 00.0% | 不變 |
| Fishman Jay A Ltd | 160,109 | $4,642 萬 | 4.44% | +1,615+1.0% | 加碼 |
| Metis Global Partners, LLC | 159,387 | $4,621 萬 | 1.19% | −17,662−10.0% | 減碼 |
| Foundations Investment Advisors, LLC | 159,070 | $4,612 萬 | 0.73% | +13,329+9.1% | 加碼 |
| Marco Investment Management LLC | 158,950 | $4,608 萬 | 3.84% | +1,864+1.2% | 加碼 |
| Aviso Financial Inc. | 158,667 | $4,600 萬 | 2.07% | +3,881+2.5% | 加碼 |
| Farmers & Merchants Investments Inc | 158,601 | $4,598 萬 | 1.34% | −5,764−3.5% | 減碼 |
| Park Avenue Securities LLC | 157,589 | $4,569 萬 | 0.42% | +157,589 | 新進 |
| Private Wealth Partners, LLC | 157,441 | $4,564 萬 | 3.56% | −3,212−2.0% | 減碼 |
| Martingale Asset Management L P | 156,692 | $4,543 萬 | 1.11% | −21,883−12.3% | 減碼 |
| Fukoku Mutual Life Insurance Co | 156,509 | $4,537 萬 | 2.89% | −861−0.5% | 減碼 |
| Allen Investment Management LLC | 156,314 | $4,532 萬 | 0.49% | −189−0.1% | 減碼 |
| Modern Wealth Management, LLC | 155,937 | $4,521 萬 | 1.11% | −852−0.5% | 減碼 |
| Anchor Capital Advisors LLC | 154,303 | $4,473 萬 | 1.31% | −1,837−1.2% | 減碼 |
| TCG Advisory Services, LLC | 154,234 | $4,471 萬 | 1.56% | −669−0.4% | 減碼 |
| Blue Chip Partners, Inc. | 153,793 | $4,459 萬 | 3.63% | −14,087−8.4% | 減碼 |
| Valeo Financial Advisors, LLC | 152,911 | $4,433 萬 | 1.09% | −21,689−12.4% | 減碼 |
| Merit Financial Group, LLC | 151,463 | $4,391 萬 | 0.49% | +40,053+36.0% | 加碼 |
| Polaris Capital Management, LLC | 150,744 | $4,370 萬 | 2.91% | −10,200−6.3% | 減碼 |
| Central Securities Corp | 150,000 | $4,349 萬 | 3.84% | −10,000−6.3% | 減碼 |
| Cornerstone Investment Partners, LLC | 148,250 | $4,298 萬 | 1.90% | +283+0.2% | 加碼 |
| Edmond de Rothschild Holding S.A. | 147,237 | $4,269 萬 | 0.68% | +41,689+39.5% | 加碼 |