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
- 4,753
- 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 2,013 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 | 5,103 | $5,721 億 |
| 2025 年第 4 季 | 5,155 | $6,395 億 |
| 2025 年第 3 季 | 4,766 | $6,180 億 |
| 2025 年第 2 季 | 4,753 | $5,824 億 |
| 2025 年第 1 季 | 4,680 | $4,946 億 |
| 2024 年第 4 季 | 4,680 | $4,900 億 |
| 2024 年第 3 季 | 4,216 | $4,294 億 |
| 2024 年第 2 季 | 4,182 | $4,162 億 |
| 2024 年第 1 季 | 4,121 | $4,145 億 |
| 2023 年第 4 季 | 4,002 | $3,518 億 |
| 2023 年第 3 季 | 3,711 | $2,970 億 |
| 2023 年第 2 季 | 3,673 | $2,976 億 |
| 2023 年第 1 季 | 3,613 | $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 | 3,520 | $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 |
|---|---|---|---|---|---|
| Rothschild Investment LLC | 147,034 | $4,263 萬 | 2.67% | −2,111−1.4% | 減碼 |
| Carret Asset Management, LLC | 146,836 | $4,257 萬 | 4.55% | −503−0.3% | 減碼 |
| Louisiana State Employees Retirement System | 146,600 | $4,250 萬 | 0.77% | −3,800−2.5% | 減碼 |
| Wesleyan Assurance Society | 146,579 | $4,247 萬 | 2.75% | 00.0% | 不變 |
| Fiduciary Alliance LLC | 146,410 | $4,245 萬 | 3.17% | +3,516+2.5% | 加碼 |
| Conning Inc. | 146,262 | $4,240 萬 | 1.46% | −12,081−7.6% | 減碼 |
| Motley Fool Asset Management LLC | 145,974 | $4,232 萬 | 1.95% | +15,910+12.2% | 加碼 |
| Franklin Street Advisors Inc | 145,722 | $4,225 萬 | 2.62% | −3,827−2.6% | 減碼 |
| Securian Asset Management, Inc | 145,299 | $4,212 萬 | 1.20% | −2,816−1.9% | 減碼 |
| Gulf International Bank (UK) Ltd | 144,252 | $4,182 萬 | 1.48% | −17,285−10.7% | 減碼 |
| Fisher Funds Management LTD | 144,193 | $4,180 萬 | 0.99% | −7,662−5.0% | 減碼 |
| Snowden Capital Advisors LLC | 144,061 | $4,176 萬 | 1.23% | −3,036−2.1% | 減碼 |
| Wilsey Asset Management Inc | 143,934 | $4,173 萬 | 7.69% | −214−0.1% | 減碼 |
| Lowe Brockenbrough & Co Inc | 143,416 | $4,158 萬 | 2.34% | −2,059−1.4% | 減碼 |
| First Citizens Bank & Trust Co | 143,298 | $4,154 萬 | 0.75% | +8,985+6.7% | 加碼 |
| Madison Asset Management, LLC | 143,220 | $4,152 萬 | 0.45% | −10,434−6.8% | 減碼 |
| MMBG Investment Advisors Co. | 143,207 | $4,152 萬 | 4.13% | −1,708−1.2% | 減碼 |
| Chicago Capital, LLC | 142,003 | $4,117 萬 | 1.02% | +83,417+142.4% | 加碼 |
| Osterweis Capital Management Inc | 141,761 | $4,110 萬 | 1.97% | +3,345+2.4% | 加碼 |
| Parsons Capital Management Inc | 140,314 | $4,068 萬 | 2.50% | −101,128−41.9% | 減碼 |
| Matrix Asset Advisors Inc | 139,183 | $4,035 萬 | 4.08% | −5,378−3.7% | 減碼 |
| Vident Advisory, LLC | 139,088 | $4,032 萬 | 0.45% | +9,634+7.4% | 加碼 |
| LaFleur & Godfrey LLC | 138,838 | $4,025 萬 | 5.03% | −442−0.3% | 減碼 |
| La Banque Postale Asset Management SA | 138,172 | $4,006 萬 | 0.56% | +16,869+13.9% | 加碼 |
| Brevan Howard Capital Management LP | 138,021 | $4,001 萬 | 0.44% | +77,221+127.0% | 加碼 |
| Kanawha Capital Management LLC | 137,542 | $3,987 萬 | 2.96% | −870−0.6% | 減碼 |
| Penobscot Investment Management Company, Inc. | 137,474 | $3,986 萬 | 3.41% | +299+0.2% | 加碼 |
| Noesis Capital Mangement Corp | 137,377 | $3,983 萬 | 6.92% | −1,887−1.4% | 減碼 |
| Fred Alger Management, LLC | 135,376 | $3,925 萬 | 0.18% | +502+0.4% | 加碼 |
| Maryland State Retirement & Pension System | 134,689 | $3,905 萬 | 0.86% | +3,052+2.3% | 加碼 |
| First National Bank of Omaha | 134,427 | $3,897 萬 | 2.52% | −3,621−2.6% | 減碼 |
| Bollard Group LLC | 134,159 | $3,889 萬 | 0.89% | +11,085+9.0% | 加碼 |
| WSFS Capital Management, LLC | 134,002 | $3,885 萬 | 2.13% | +3,123+2.4% | 加碼 |
| Hantz Financial Services, Inc. | 133,996 | $3,885 萬 | 0.63% | −14,942−10.0% | 減碼 |
| Concurrent Investment Advisors, LLC | 133,686 | $3,876 萬 | 0.75% | +19,816+17.4% | 加碼 |
| NFJ Investment Group, LLC | 133,128 | $3,860 萬 | 1.35% | −3,853−2.8% | 減碼 |
| SCS Capital Management LLC | 132,831 | $3,851 萬 | 0.43% | +73,394+123.5% | 加碼 |
| NBT Bank N A | 132,483 | $3,841 萬 | 2.64% | −4,327−3.2% | 減碼 |
| Parallel Advisors, LLC | 132,465 | $3,840 萬 | 0.77% | +2,068+1.6% | 加碼 |
| First Fiduciary Investment Counsel, Inc. | 132,411 | $3,839 萬 | 7.61% | −1,809−1.3% | 減碼 |
| Savant Capital, LLC | 132,302 | $3,836 萬 | 0.28% | +9,825+8.0% | 加碼 |
| Axxcess Wealth Management, LLC | 132,115 | $3,830 萬 | 0.92% | −4,113−3.0% | 減碼 |
| Dana Investment Advisors, Inc. | 132,059 | $3,829 萬 | 1.27% | −2,749−2.0% | 減碼 |
| New Mexico Educational Retirement Board | 131,550 | $3,814 萬 | 1.24% | 00.0% | 不變 |
| First American Bank | 131,533 | $3,813 萬 | 2.61% | +4,296+3.4% | 加碼 |
| Neville Rodie & Shaw Inc | 131,529 | $3,813 萬 | 2.83% | −3,193−2.4% | 減碼 |
| Barrow Hanley Mewhinney & Strauss LLC | 131,498 | $3,812 萬 | 0.13% | −2,775−2.1% | 減碼 |
| Danica Pension, Livsforsikringsaktieselskab | 131,155 | $3,802 萬 | 0.64% | +27,409+26.4% | 加碼 |
| BLB&B Advisors, LLC | 130,136 | $3,773 萬 | 1.76% | −382−0.3% | 減碼 |
| Private Management Group Inc | 129,622 | $3,758 萬 | 1.22% | +34,022+35.6% | 加碼 |
| Benjamin Edwards Inc | 129,469 | $3,753 萬 | 0.48% | +4,005+3.2% | 加碼 |
| Appleton Partners Inc | 129,067 | $3,742 萬 | 2.65% | −10,159−7.3% | 減碼 |
| Alley Investment Management Company, LLC | 128,570 | $3,727 萬 | 4.51% | −940−0.7% | 減碼 |
| Abn Amro Investment Solutions | 128,248 | $3,718 萬 | 0.74% | −11,483−8.2% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 128,053 | $3,712 萬 | 1.96% | −1,387−1.1% | 減碼 |
| Arkadios Wealth Advisors | 127,986 | $3,710 萬 | 1.12% | +11,918+10.3% | 加碼 |
| Choate Investment Advisors | 127,335 | $3,692 萬 | 0.80% | +5,034+4.1% | 加碼 |
| Patten & Patten Inc | 126,848 | $3,677 萬 | 2.38% | −3,575−2.7% | 減碼 |
| Tower Bridge Advisors | 126,821 | $3,677 萬 | 3.95% | −4,159−3.2% | 減碼 |
| Moors & Cabot, Inc. | 126,622 | $3,671 萬 | 1.71% | −958−0.8% | 減碼 |
| Narwhal Capital Management | 126,494 | $3,667 萬 | 2.94% | −4,091−3.1% | 減碼 |
| Sumitomo Mitsui Financial Group, Inc. | 126,034 | $3,654 萬 | 0.60% | +1,935+1.6% | 加碼 |
| Steigerwald, Gordon & Koch Inc. | 126,021 | $3,653 萬 | 3.85% | −804−0.6% | 減碼 |
| Oak Associates, Ltd | 125,638 | $3,642 萬 | 2.38% | −10,677−7.8% | 減碼 |
| Palisade Capital Management LLC | 125,397 | $3,635 萬 | 1.03% | −3,019−2.4% | 減碼 |
| Kingsview Wealth Management, LLC | 125,058 | $3,626 萬 | 0.61% | +885+0.7% | 加碼 |
| DKRT Investments Corp. | 125,000 | $3,624 萬 | 8.79% | +125,000 | 新進 |
| AG2R la Mondiale Gestion D'Actifs | 124,804 | $3,618 萬 | 1.86% | +230+0.2% | 加碼 |
| Schwerin Boyle Capital Management Inc | 124,625 | $3,613 萬 | 4.03% | −15,493−11.1% | 減碼 |
| Fifth Third Wealth Advisors LLC | 124,399 | $3,606 萬 | 1.51% | +16,620+15.4% | 加碼 |
| Baltimore-Washington Financial Advisors, Inc. | 124,376 | $3,606 萬 | 1.68% | +5,471+4.6% | 加碼 |
| Verity & Verity, LLC | 124,040 | $3,596 萬 | 3.09% | −2,051−1.6% | 減碼 |
| Perigon Wealth Management, LLC | 123,591 | $3,583 萬 | 0.84% | −1,878−1.5% | 減碼 |
| Abner Herrman & Brock LLC | 123,233 | $3,573 萬 | 3.99% | −4,897−3.8% | 減碼 |
| Foster Dykema Cabot & Partners, LLC | 122,157 | $3,541 萬 | 2.49% | +440.0% | 加碼 |
| KMG Fiduciary Partners, LLC | 121,730 | $3,529 萬 | 2.61% | +2,774+2.3% | 加碼 |
| Miracle Mile Advisors, LLC | 121,436 | $3,521 萬 | 0.59% | +16,217+15.4% | 加碼 |
| Resources Management Corp | 121,026 | $3,509 萬 | 4.76% | −1,657−1.4% | 減碼 |
| Polar Capital Holdings Plc | 120,852 | $3,504 萬 | 0.18% | −103,155−46.0% | 減碼 |
| Stonebridge Capital Advisors LLC | 120,558 | $3,495 萬 | 2.65% | −8,855−6.8% | 減碼 |
| J.W. Cole Advisors, Inc. | 120,483 | $3,493 萬 | 0.74% | +26,531+28.2% | 加碼 |
| Sit Investment Associates Inc | 119,731 | $3,471 萬 | 0.74% | +3,715+3.2% | 加碼 |
| Tower Research Capital LLC (TRC) | 119,560 | $3,466 萬 | 0.93% | +11,276+10.4% | 加碼 |
| Hosking Partners LLP | 119,366 | $3,461 萬 | 1.38% | −22,966−16.1% | 減碼 |
| Susquehanna Portfolio Strategies, LLC | 118,349 | $3,431 萬 | 0.75% | +118,349 | 新進 |
| First Long Island Investors, LLC | 118,124 | $3,425 萬 | 2.69% | −1,570−1.3% | 減碼 |
| Boston Private Wealth LLC | 117,632 | $3,410 萬 | 1.83% | −62,924−34.9% | 減碼 |
| Woodbridge Co Ltd | 117,593 | $3,409 萬 | 0.06% | +117,593 | 新進 |
| Smith Group Asset Management, LLC | 117,054 | $3,394 萬 | 2.23% | +3,694+3.3% | 加碼 |
| TruWealth Advisors, LLC | 116,534 | $3,378 萬 | 1.86% | +4,017+3.6% | 加碼 |
| First Foundation Advisors | 116,285 | $3,371 萬 | 1.25% | −4,210−3.5% | 減碼 |
| Brown Brothers Harriman & Co | 116,234 | $3,370 萬 | 0.22% | +6,531+6.0% | 加碼 |
| Burney Co | 115,980 | $3,362 萬 | 1.14% | +695+0.6% | 加碼 |
| Culbertson A N & Co Inc | 115,887 | $3,360 萬 | 5.16% | −2,005−1.7% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 115,819 | $3,358 萬 | 1.70% | +7,561+7.0% | 加碼 |
| Sonora Investment Management Group, LLC | 115,767 | $3,356 萬 | 2.49% | +1,358+1.2% | 加碼 |
| Adell Harriman & Carpenter Inc | 115,465 | $3,347 萬 | 2.22% | −1,128−1.0% | 減碼 |
| Greenleaf Trust | 115,294 | $3,342 萬 | 0.30% | −19,280−14.3% | 減碼 |
| Bridgeway Capital Management, LLC | 115,206 | $3,340 萬 | 0.79% | −8,183−6.6% | 減碼 |
| Rothschild Capital Partners, LLC | 114,468 | $3,319 萬 | 8.71% | 00.0% | 不變 |