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 |
|---|---|---|---|---|---|
| Bourgeon Capital Management LLC | 92,194 | $2,673 萬 | 5.28% | −2,355−2.5% | 減碼 |
| Thompson Siegel & Walmsley LLC | 92,188 | $2,673 萬 | 0.45% | −902−1.0% | 減碼 |
| Evergreen Capital Management LLC | 92,174 | $2,672 萬 | 0.80% | +3,095+3.5% | 加碼 |
| Fiduciary Group LLC | 91,665 | $2,657 萬 | 2.50% | −405−0.4% | 減碼 |
| Westpac Banking Corp | 91,428 | $2,651 萬 | 1.77% | +27,680+43.4% | 加碼 |
| Premier Fund Managers Ltd | 91,054 | $2,613 萬 | 0.95% | +340+0.4% | 加碼 |
| Cincinnati Financial Corp | 90,000 | $2,609 萬 | 0.55% | 00.0% | 不變 |
| Tokio Marine Asset Management Co Ltd | 89,568 | $2,597 萬 | 0.99% | +4,528+5.3% | 加碼 |
| Mission Wealth Management, LP | 89,451 | $2,593 萬 | 0.57% | +1,181+1.3% | 加碼 |
| Eisler Capital Management Ltd. | 89,147 | $2,586 萬 | 0.89% | −39,588−30.8% | 減碼 |
| DuPont Capital Management Corp | 89,042 | $2,581 萬 | 2.77% | −16,651−15.8% | 減碼 |
| Canandaigua National Bank & Trust Co | 89,004 | $2,580 萬 | 2.39% | +320+0.4% | 加碼 |
| Trust Co of Virginia | 88,907 | $2,578 萬 | 2.25% | −169−0.2% | 減碼 |
| Edge Wealth Management LLC | 88,812 | $2,576 萬 | 4.96% | −1,423−1.6% | 減碼 |
| Anderson Hoagland & Co | 88,807 | $2,575 萬 | 2.46% | −1,498−1.7% | 減碼 |
| NewSquare Capital LLC | 89,526 | $2,575 萬 | 1.91% | +3,620+4.2% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 88,655 | $2,570 萬 | 0.40% | −275−0.3% | 減碼 |
| Motco | 86,476 | $2,562 萬 | 2.45% | −1,634−1.9% | 減碼 |
| Principal Securities, Inc. | 88,215 | $2,557 萬 | 0.48% | +10,692+13.8% | 加碼 |
| Banque Transatlantique SA | 87,955 | $2,551 萬 | 0.70% | −38,804−30.6% | 減碼 |
| Grimes & Company, Inc. | 87,294 | $2,531 萬 | 0.69% | −2,914−3.2% | 減碼 |
| Ritholtz Wealth Management | 87,187 | $2,528 萬 | 0.56% | +8,256+10.5% | 加碼 |
| Woodmont Investment Counsel LLC | 87,098 | $2,525 萬 | 1.67% | +2,433+2.9% | 加碼 |
| Shell Asset Management Co | 87,011 | $2,523 萬 | 0.87% | +23,248+36.5% | 加碼 |
| Guardian Partners Inc. | 88,979 | $2,520 萬 | 2.26% | −1,938−2.1% | 減碼 |
| Westchester Capital Management, Inc. | 86,805 | $2,517 萬 | 5.92% | −1,289−1.5% | 減碼 |
| Chicago Partners Investment Group LLC | 84,731 | $2,514 萬 | 0.72% | +1,078+1.3% | 加碼 |
| Arvest Bank Trust Division | 86,495 | $2,508 萬 | 1.46% | −17,098−16.5% | 減碼 |
| Longbow Finance SA | 86,408 | $2,505 萬 | 2.67% | 00.0% | 不變 |
| Dearborn Partners LLC | 86,376 | $2,504 萬 | 1.19% | −22,809−20.9% | 減碼 |
| Barlow Wealth Partners, Inc. | 85,754 | $2,504 萬 | 3.00% | −1,238−1.4% | 減碼 |
| Gotham Asset Management, LLC | 86,161 | $2,498 萬 | 0.15% | +5,403+6.7% | 加碼 |
| Cohen Capital Management, Inc. | 86,118 | $2,497 萬 | 4.06% | −200−0.2% | 減碼 |
| Wedbush Securities Inc | 86,029 | $2,494 萬 | 0.87% | −2,978−3.3% | 減碼 |
| Interval Partners, LP | 85,833 | $2,488 萬 | 0.57% | +6,076+7.6% | 加碼 |
| Davis-Rea Ltd. | 85,790 | $2,487 萬 | 6.18% | −635−0.7% | 減碼 |
| Dixon Mitchell Investment Counsel Inc. | 85,597 | $2,487 萬 | 0.97% | +5,999+7.5% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 85,703 | $2,485 萬 | 0.88% | −1,270−1.5% | 減碼 |
| Quadrant Capital Group LLC | 85,330 | $2,474 萬 | 0.89% | +8,122+10.5% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 85,321 | $2,474 萬 | 0.72% | −4,452−5.0% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 85,197 | $2,470 萬 | 1.23% | −34,777−29.0% | 減碼 |
| Terry L. Blaker | 85,102 | $2,467 萬 | 0.95% | −3,916−4.4% | 減碼 |
| Nixon Peabody Trust Co | 84,708 | $2,456 萬 | 1.90% | −373−0.4% | 減碼 |
| Siemens Fonds Invest GmbH | 84,679 | $2,455 萬 | 1.44% | +4,828+6.0% | 加碼 |
| Sand Hill Global Advisors, LLC | 84,667 | $2,455 萬 | 0.91% | +557+0.7% | 加碼 |
| Montag A & Associates Inc | 84,638 | $2,454 萬 | 1.20% | −1,315−1.5% | 減碼 |
| GDS Wealth Management | 84,073 | $2,437 萬 | 1.78% | +724+0.9% | 加碼 |
| Generate Investment Management Ltd | 83,987 | $2,435 萬 | 1.35% | 00.0% | 不變 |
| Dnca Finance | 83,727 | $2,427 萬 | 1.85% | +256+0.3% | 加碼 |
| Biondo Investment Advisors, LLC | 83,362 | $2,417 萬 | 3.19% | −529−0.6% | 減碼 |
| Gladstone Institutional Advisory LLC | 83,209 | $2,412 萬 | 1.00% | +3,314+4.1% | 加碼 |
| Geneos Wealth Management Inc. | 83,188 | $2,412 萬 | 0.59% | +22,241+36.5% | 加碼 |
| New Republic Capital, LLC | 83,169 | $2,411 萬 | 8.54% | +56,424+211.0% | 加碼 |
| Courier Capital LLC | 83,059 | $2,408 萬 | 1.46% | −1,586−1.9% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 82,956 | $2,405 萬 | 1.66% | +1,224+1.5% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 82,885 | $2,402 萬 | 0.68% | −16,496−16.6% | 減碼 |
| Verdence Capital Advisors LLC | 82,574 | $2,394 萬 | 1.64% | +2,389+3.0% | 加碼 |
| Dynamic Advisor Solutions LLC | 82,557 | $2,393 萬 | 0.74% | −205−0.2% | 減碼 |
| Aviance Capital Partners, LLC | 82,412 | $2,389 萬 | 3.12% | −488−0.6% | 減碼 |
| Forum Financial Management, LP | 82,012 | $2,378 萬 | 0.36% | +1,662+2.1% | 加碼 |
| J. Safra Sarasin Holding AG | 82,122 | $2,375 萬 | 0.41% | −5,913−6.7% | 減碼 |
| JGP Wealth Management, LLC | 81,810 | $2,372 萬 | 2.87% | +119+0.1% | 加碼 |
| Ledyard National Bank | 81,288 | $2,357 萬 | 2.23% | −1,616−1.9% | 減碼 |
| Railway Pension Investments Ltd | 81,164 | $2,353 萬 | 0.33% | −66,900−45.2% | 減碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 80,867 | $2,344 萬 | 2.60% | −1,813−2.2% | 減碼 |
| Ascent Group, LLC | 80,771 | $2,342 萬 | 0.91% | +6,346+8.5% | 加碼 |
| WoodTrust Financial Corp | 80,693 | $2,339 萬 | 3.26% | +1,129+1.4% | 加碼 |
| Alerus Financial NA | 80,627 | $2,337 萬 | 1.68% | −3,392−4.0% | 減碼 |
| Farther Finance Advisors, LLC | 80,565 | $2,336 萬 | 0.47% | +28,138+53.7% | 加碼 |
| Peak Asset Management, LLC | 80,513 | $2,334 萬 | 4.28% | −766−0.9% | 減碼 |
| Red Door Wealth Management, LLC | 80,459 | $2,333 萬 | 2.78% | +8,234+11.4% | 加碼 |
| Novare Capital Management LLC | 80,362 | $2,330 萬 | 1.89% | +1,011+1.3% | 加碼 |
| Sienna Gestion | 87,773 | $2,323 萬 | 1.60% | +8,029+10.1% | 加碼 |
| General American Investors Co Inc | 80,000 | $2,319 萬 | 1.56% | 00.0% | 不變 |
| Archon Partners LLC | 80,000 | $2,319 萬 | 2.68% | 00.0% | 不變 |
| King Wealth | 79,918 | $2,317 萬 | 3.14% | −119−0.1% | 減碼 |
| Charter Trust Co | 79,809 | $2,314 萬 | 1.48% | −2,254−2.7% | 減碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 79,452 | $2,303 萬 | 3.78% | +731+0.9% | 加碼 |
| Wealthspire Advisors, LLC | 79,379 | $2,301 萬 | 0.13% | +2,051+2.7% | 加碼 |
| Burns J W & Co Inc | 79,318 | $2,300 萬 | 2.79% | +5,070+6.8% | 加碼 |
| Palisade Asset Management, LLC | 79,278 | $2,298 萬 | 2.29% | −1,605−2.0% | 減碼 |
| Logan Capital Management Inc | 79,063 | $2,292 萬 | 1.07% | −8,192−9.4% | 減碼 |
| Signaturefd, LLC | 78,785 | $2,284 萬 | 0.39% | +2,668+3.5% | 加碼 |
| Banque Cantonale Vaudoise | 78,476 | $2,275 萬 | 0.93% | −1,006−1.3% | 減碼 |
| Cullinan Associates Inc | 78,342 | $2,271 萬 | 1.50% | −2,041−2.5% | 減碼 |
| Whitener Capital Management, Inc. | 78,335 | $2,271 萬 | 6.02% | −1,161−1.5% | 減碼 |
| New Age Alpha Advisors, LLC | 77,935 | $2,259 萬 | 0.99% | +19,264+32.8% | 加碼 |
| MainStreet Investment Advisors LLC | 77,847 | $2,257 萬 | 3.12% | −1,928−2.4% | 減碼 |
| Callan Family Office, LLC | 77,673 | $2,252 萬 | 0.71% | +44,097+131.3% | 加碼 |
| SlateStone Wealth, LLC | 77,623 | $2,250 萬 | 2.10% | +2,906+3.9% | 加碼 |
| Teamwork Financial Advisors, LLC | 77,311 | $2,241 萬 | 2.75% | −280.0% | 減碼 |
| BDF-Gestion | 77,211 | $2,238 萬 | 2.52% | +5,000+6.9% | 加碼 |
| North Star Asset Management Inc | 77,143 | $2,236 萬 | 0.95% | +1,425+1.9% | 加碼 |
| Thoroughbred Financial Services, LLC | 76,702 | $2,224 萬 | 1.55% | −28,030−26.8% | 減碼 |
| First Financial Bank - Trust Division | 76,612 | $2,221 萬 | 1.95% | +336+0.4% | 加碼 |
| Phoenix Holdings Ltd. | 76,766 | $2,219 萬 | 0.29% | +8,912+13.1% | 加碼 |
| Middleton & Co Inc | 76,464 | $2,217 萬 | 2.49% | −5,328−6.5% | 減碼 |
| Rbo & Co LLC | 76,377 | $2,214 萬 | 3.55% | −31,942−29.5% | 減碼 |
| Baxter Bros Inc | 76,265 | $2,211 萬 | 2.70% | −1,105−1.4% | 減碼 |
| United Asset Strategies, Inc. | 76,086 | $2,206 萬 | 1.88% | +6,238+8.9% | 加碼 |