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 |
|---|---|---|---|---|---|
| Osborne Partners Capital Management, LLC | 113,722 | $3,297 萬 | 1.75% | −4,891−4.1% | 減碼 |
| Rockland Trust Co | 113,510 | $3,291 萬 | 1.60% | −24,661−17.8% | 減碼 |
| Summit Trail Advisors, LLC | 113,250 | $3,283 萬 | 0.56% | +14,131+14.3% | 加碼 |
| F/M Investments LLC | 112,773 | $3,269 萬 | 1.19% | −879−0.8% | 減碼 |
| ARS Wealth Advisors Group, LLC | 112,768 | $3,269 萬 | 3.77% | −94−0.1% | 減碼 |
| Private Capital Management, LLC | 112,701 | $3,267 萬 | 3.31% | −1,251−1.1% | 減碼 |
| Manitou Investment Management Ltd. | 112,538 | $3,263 萬 | 6.20% | +302+0.3% | 加碼 |
| Janney Capital Management LLC | 112,017 | $3,248 萬 | 2.10% | −1,653−1.5% | 減碼 |
| Nemes Rush Group LLC | 111,909 | $3,244 萬 | 3.54% | −13,064−10.5% | 減碼 |
| Hamilton Capital Partners Inc. | 111,768 | $3,240 萬 | 1.65% | +13,517+13.8% | 加碼 |
| Northeast Financial Consultants Inc | 111,715 | $3,239 萬 | 1.32% | −8,956−7.4% | 減碼 |
| Resources Investment Advisors, LLC. | 111,395 | $3,229 萬 | 0.36% | −23,032−17.1% | 減碼 |
| Absher Wealth Management, LLC | 111,190 | $3,224 萬 | 3.99% | −6,657−5.6% | 減碼 |
| Texas Yale Capital Corp. | 111,045 | $3,219 萬 | 1.05% | +922+0.8% | 加碼 |
| Colonial Trust Advisors | 110,783 | $3,212 萬 | 2.65% | −853−0.8% | 減碼 |
| J.P. Marvel Investment Advisors, LLC | 110,531 | $3,204 萬 | 5.16% | +521+0.5% | 加碼 |
| Congress Asset Management Co | 110,480 | $3,203 萬 | 0.22% | −2,262−2.0% | 減碼 |
| Stillwater Capital Advisors, LLC | 110,467 | $3,203 萬 | 4.07% | −465−0.4% | 減碼 |
| HBK Sorce Advisory LLC | 110,046 | $3,190 萬 | 0.86% | −15,468−12.3% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 108,900 | $3,157 萬 | 0.85% | −85,486−44.0% | 減碼 |
| Clear Harbor Asset Management, LLC | 108,244 | $3,138 萬 | 2.36% | −1,936−1.8% | 減碼 |
| Squarepoint Ops LLC | 108,215 | $3,137 萬 | 0.07% | −579,953−84.3% | 減碼 |
| ProVise Management Group, LLC | 108,075 | $3,133 萬 | 2.47% | −965−0.9% | 減碼 |
| Cary Street Partners Financial LLC | 108,068 | $3,133 萬 | 0.88% | +3,463+3.3% | 加碼 |
| Galvin, Gaustad & Stein, LLC | 108,025 | $3,132 萬 | 2.70% | −8,775−7.5% | 減碼 |
| Rice Partnership, LLC | 107,930 | $3,129 萬 | 5.44% | +10,676+11.0% | 加碼 |
| Bleakley Financial Group, LLC | 107,775 | $3,125 萬 | 0.79% | +17,649+19.6% | 加碼 |
| GAMMA Investing LLC | 107,490 | $3,116 萬 | 1.97% | +11,461+11.9% | 加碼 |
| Talbot Financial, LLC | 107,270 | $3,110 萬 | 2.94% | +13,530+14.4% | 加碼 |
| Vise Technologies, Inc. | 106,477 | $3,087 萬 | 1.27% | +106,477 | 新進 |
| Linscomb & Williams, Inc. | 106,008 | $3,073 萬 | 1.41% | +1,039+1.0% | 加碼 |
| SS&H Financial Advisors, Inc. | 105,540 | $3,060 萬 | 10.22% | +142+0.1% | 加碼 |
| ArrowMark Colorado Holdings LLC | 105,471 | $3,058 萬 | 0.55% | 00.0% | 不變 |
| Knights of Columbus Asset Advisors LLC | 105,234 | $3,051 萬 | 1.85% | +4,112+4.1% | 加碼 |
| Old National Bancorp | 105,023 | $3,045 萬 | 0.54% | +10,336+10.9% | 加碼 |
| Empirical Finance, LLC | 104,514 | $3,030 萬 | 1.59% | +3,615+3.6% | 加碼 |
| Andra AP-fonden | 104,400 | $3,027 萬 | 0.42% | +4,500+4.5% | 加碼 |
| Grassi Investment Management | 104,353 | $3,025 萬 | 2.41% | −597−0.6% | 減碼 |
| Brookstone Capital Management | 104,044 | $3,016 萬 | 0.40% | +5,850+6.0% | 加碼 |
| Kornitzer Capital Management Inc | 103,846 | $3,011 萬 | 0.61% | −297−0.3% | 減碼 |
| Cullen Investment Group, Ltd. | 103,470 | $3,000 萬 | 4.23% | +1,776+1.7% | 加碼 |
| Moran Wealth Management, LLC | 103,297 | $2,995 萬 | 0.93% | −40,679−28.3% | 減碼 |
| Azimuth Capital Investment Management LLC | 103,068 | $2,988 萬 | 1.11% | −3,837−3.6% | 減碼 |
| Sumitomo Life Insurance Co | 102,272 | $2,965 萬 | 2.01% | −2,988−2.8% | 減碼 |
| Thomasville National Bank | 102,110 | $2,960 萬 | 2.02% | −2,194−2.1% | 減碼 |
| TAM Capital Management Inc. | 114,518 | $2,952 萬 | 23.23% | −5,808−4.8% | 減碼 |
| Level Four Advisory Services, LLC | 101,520 | $2,943 萬 | 1.08% | −1,764−1.7% | 減碼 |
| Birch Hill Investment Advisors LLC | 101,427 | $2,940 萬 | 1.31% | −1,121−1.1% | 減碼 |
| CWA Asset Management Group, LLC | 101,311 | $2,937 萬 | 1.24% | −56−0.1% | 減碼 |
| Horizon Investments, LLC | 101,704 | $2,934 萬 | 0.46% | +79,597+360.1% | 加碼 |
| Great Valley Advisor Group, Inc. | 101,172 | $2,933 萬 | 0.65% | −20,796−17.1% | 減碼 |
| Lyell Wealth Management, LP | 100,270 | $2,907 萬 | 2.30% | +4,490+4.7% | 加碼 |
| Gillespie Robinson & Grimm Inc | 100,210 | $2,905 萬 | 2.16% | −7,210−6.7% | 減碼 |
| Washington Trust Bank | 99,680 | $2,890 萬 | 2.43% | +1,379+1.4% | 加碼 |
| Freestone Capital Holdings, LLC | 99,610 | $2,888 萬 | 0.98% | −4,414−4.2% | 減碼 |
| United Bank | 99,580 | $2,887 萬 | 3.46% | −867−0.9% | 減碼 |
| Shufro Rose & Co LLC | 117,539 | $2,883 萬 | 2.33% | −1,475−1.2% | 減碼 |
| Edgar Lomax Co | 99,190 | $2,876 萬 | 1.82% | −1,595−1.6% | 減碼 |
| Cadinha & Co LLC | 99,125 | $2,874 萬 | 4.77% | +39,443+66.1% | 加碼 |
| Oak Harvest Investment Services | 99,057 | $2,872 萬 | 3.60% | −285−0.3% | 減碼 |
| Callahan Advisors, LLC | 99,012 | $2,870 萬 | 2.58% | −1,531−1.5% | 減碼 |
| Trust Co of Toledo NA | 99,002 | $2,870 萬 | 3.17% | −2,915−2.9% | 減碼 |
| Coldstream Capital Management Inc | 98,545 | $2,857 萬 | 0.47% | +7,212+7.9% | 加碼 |
| Cyndeo Wealth Partners, LLC | 98,006 | $2,841 萬 | 1.68% | +12,381+14.5% | 加碼 |
| Mutual Advisors, LLC | 95,090 | $2,840 萬 | 0.71% | −845−0.9% | 減碼 |
| Yarbrough Capital, LLC | 97,875 | $2,837 萬 | 1.01% | 00.0% | 不變 |
| Rempart Asset Management Inc. | 97,749 | $2,834 萬 | 5.44% | −6,389−6.1% | 減碼 |
| Harvest Portfolios Group Inc. | 97,353 | $2,822 萬 | 0.66% | −551−0.6% | 減碼 |
| TD Private Client Wealth LLC | 97,085 | $2,815 萬 | 0.69% | +1,613+1.7% | 加碼 |
| Forbes J M & Co LLP | 96,792 | $2,806 萬 | 2.57% | −202−0.2% | 減碼 |
| Ballentine Partners, LLC | 96,671 | $2,803 萬 | 0.42% | +4,210+4.6% | 加碼 |
| Pallas Capital Advisors LLC | 96,629 | $2,801 萬 | 1.07% | +333+0.3% | 加碼 |
| AIA Group Ltd | 96,475 | $2,797 萬 | 0.61% | −10,488−9.8% | 減碼 |
| Assenagon Asset Management S.A. | 96,415 | $2,795 萬 | 0.04% | +212+0.2% | 加碼 |
| Applied Finance Capital Management, LLC | 96,083 | $2,785 萬 | 1.90% | +6,681+7.5% | 加碼 |
| Albion Financial Group | 96,052 | $2,785 萬 | 1.82% | +592+0.6% | 加碼 |
| Tritonpoint Wealth, LLC | 95,972 | $2,782 萬 | 2.57% | −1,954−2.0% | 減碼 |
| Davy Global Fund Management Ltd | 95,144 | $2,758 萬 | 2.45% | −1,175−1.2% | 減碼 |
| GHP Investment Advisors, Inc. | 94,961 | $2,753 萬 | 1.22% | +529+0.6% | 加碼 |
| Leavell Investment Management, Inc. | 94,921 | $2,752 萬 | 1.23% | +1,838+2.0% | 加碼 |
| Courant Investment Management LLC | 94,897 | $2,751 萬 | 22.27% | 00.0% | 不變 |
| Easterly Investment Partners LLC | 94,696 | $2,745 萬 | 1.97% | −2,256−2.3% | 減碼 |
| Wetherby Asset Management Inc | 94,569 | $2,742 萬 | 1.22% | +94,569 | 新進 |
| Baldwin Brothers Inc | 94,334 | $2,735 萬 | 1.86% | +288+0.3% | 加碼 |
| Beese Fulmer Investment Management, Inc. | 94,132 | $2,729 萬 | 2.03% | +2,728+3.0% | 加碼 |
| Cercano Management LLC | 94,073 | $2,727 萬 | 0.78% | +94,073 | 新進 |
| Thornburg Investment Management Inc | 93,487 | $2,710 萬 | 0.35% | −484,408−83.8% | 減碼 |
| Rossmore Private Capital | 93,308 | $2,705 萬 | 3.16% | −971−1.0% | 減碼 |
| Fort Sheridan Advisors LLC | 93,188 | $2,702 萬 | 3.85% | −656−0.7% | 減碼 |
| Northwest & Ethical Investments L.P. | 92,945 | $2,693 萬 | 0.67% | −10,254−9.9% | 減碼 |
| Cidel Asset Management Inc | 92,869 | $2,692 萬 | 1.62% | −7,674−7.6% | 減碼 |
| Global Retirement Partners, LLC | 92,725 | $2,688 萬 | 0.67% | +92,725 | 新進 |
| Cantor Fitzgerald Investment Adviser L.P. | 92,686 | $2,687 萬 | 1.90% | −427−0.5% | 減碼 |
| Bragg Financial Advisors, Inc | 92,604 | $2,685 萬 | 0.96% | −524−0.6% | 減碼 |
| Covea Finance | 92,600 | $2,685 萬 | 1.00% | +30,900+50.1% | 加碼 |
| Webster Bank, N. A. | 92,587 | $2,684 萬 | 2.77% | −4,044−4.2% | 減碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 92,493 | $2,681 萬 | 2.65% | −1,207−1.3% | 減碼 |
| Harbour Trust & Investment Management Co | 92,372 | $2,678 萬 | 2.97% | −56−0.1% | 減碼 |
| Independence Bank of Kentucky | 92,242 | $2,674 萬 | 3.79% | −540−0.6% | 減碼 |
| We Are One Seven, LLC | 92,204 | $2,673 萬 | 0.86% | +733+0.8% | 加碼 |