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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。

其他股別AMJBVYLDJPM.PCJPM.PDJPM.PJJPM.PKJPM.PLJPM.PM

2025 年第 3 季與 2025 年第 2 季比較

持有 JPMorgan Chase & Co 的機構從 2025 年第 2 季到 2025 年第 3 季的變化。

2025 年第 3 季全部持有人2025 年第 2 季全部持有人

JPM 的 13F 持有人：2025 年第 2 季與 2025 年第 3 季比較
項目2025 年第 2 季其中尚未申報 2025 年第 3 季2025 年第 3 季變化
持有家數4,752824,765+95
股數20.1 億3,939 萬19.6 億−1,165 萬 (−0.6%)
市值$5,824 億$114.2 億$6,180 億+$470.9 億 (+8.2%)

82 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 季：沒申報不算清倉，所以變化不計入它們。

新進機構（193 家）

2025 年第 3 季季末持有 JPMorgan Chase & Co、2025 年第 2 季季末沒有持有的機構。

依市值列出前 100 家，共 193 家。

2025 年第 3 季新進 JPM 的機構
機構股數市值佔組合 %
Credit Agricole S A1,966,678$6.20 億2.06%
AXA Investment Managers S.A.1,048,217$3.31 億0.89%
CIBC Bancorp USA Inc.813,681$2.57 億1.55%
Clear Street Group Inc.582,050$1.84 億0.89%
First Horizon Corp136,139$4,294 萬2.02%
Mizuho Markets Americas LLC132,000$4,164 萬0.88%
Exane Asset Management91,874$3,405 萬11.48%
CAPROCK Group, Inc.91,273$2,751 萬0.68%
JCIC Asset Management Inc.64,163$2,024 萬6.33%
Schnieders Capital Management, LLC.60,138$1,897 萬3.38%
Nan Shan Life Insurance Co., Ltd.50,424$1,591 萬0.34%
Shorepoint Capital Partners LLC48,348$1,525 萬3.03%
Artisan Partners Limited Partnership47,892$1,511 萬0.02%
Beck Bode, LLC46,617$1,470 萬2.38%
180 GPS Investments IC Ltd44,737$1,411 萬8.20%
Liontrust Investment Partners LLP43,922$1,385 萬0.20%
Tradewinds, LLC.40,995$1,293 萬3.15%
Concord Investment Counsel Inc.37,922$1,196 萬3.80%
Dark Forest Capital Management LP28,657$903.9 萬0.34%
Dynasty Wealth Management, LLC28,657$903.9 萬0.12%
Montecito Bank & Trust28,486$898.5 萬1.40%
Catalyst Funds Management Pty Ltd24,200$763.3 萬1.16%
Firetrail Investments Pty Ltd23,768$744.0 萬1.86%
Graham Capital Management, L.P.22,500$709.7 萬0.26%
CTC LLC22,409$706.8 萬0.29%
Weiss Asset Management LP19,757$623.2 萬0.09%
Monograph Wealth Advisors, LLC16,334$515.2 萬0.52%
Legacy Advisors, LLC15,931$502.5 萬0.62%
Stillwater Wealth Management Group15,025$473.9 萬3.32%
Tred Avon Family Wealth, LLC14,297$451.0 萬1.55%
Myriad Asset Management US LP12,772$402.9 萬2.19%
Mirae Asset Securities (USA) Inc.12,585$397.0 萬0.17%
Crewe Advisors LLC12,517$394.8 萬0.38%
Cumberland Partners Ltd12,514$394.7 萬0.26%
Kepler Cheuvreux (Suisse) SA11,719$369.7 萬0.20%
Davidson Capital Management Inc.11,402$359.7 萬0.80%
SHUTTLEWORTH & Co10,598$334.3 萬3.03%
Shum Financial Group, Inc.10,541$332.5 萬2.48%
Blueprint Financial Advisors LLC10,521$331.9 萬0.72%
Skye Global Management LP10,500$331.2 萬0.07%
Siligmueller & Norvid Wealth Advisors LLC9,507$299.9 萬1.35%
MOKAN Wealth Management Inc.9,361$295.2 萬1.48%
Capula Management Ltd8,645$272.7 萬0.02%
Touchstone Capital, Inc.7,991$252.1 萬1.29%
Benchmark Investment Advisors LLC7,576$239.0 萬1.39%
Connective Portfolio Management, LLC7,480$236.1 萬4.17%
Regent Peak Wealth Advisors LLC7,380$232.8 萬0.47%
Meadowbrook Wealth Management, LLC7,146$225.4 萬2.34%
Corsicana & Co.6,646$209.6 萬1.18%
LRT Capital Management, LLC6,326$199.5 萬1.32%
Berman McAleer LLC6,104$192.5 萬0.27%
Investment Research Partners LLC6,175$188.7 萬0.85%
Delta Global Management LP5,920$186.7 萬0.14%
Tennessee Valley Asset Management Partners5,864$185.0 萬0.25%
WJ Financial Advisors LLC5,857$184.7 萬1.79%
Barden Capital Management, Inc.5,851$184.6 萬1.53%
Silver Grove Financial Group, Inc.5,581$176.1 萬1.67%
Financial Consulate, Inc5,511$173.8 萬0.25%
Virtue Asset Management LLC5,471$172.6 萬1.42%
A4 Wealth Advisors LLC5,228$164.9 萬1.39%
Great Point Wealth Advisors, LLC5,037$158.9 萬0.30%
Portus Wealth Advisors, LLC4,941$155.9 萬1.55%
Peck Wealth Management, LLC4,552$143.6 萬1.37%
Carlson Capital L P4,100$129.3 萬0.73%
Elm Partners Management LLC3,910$123.3 萬0.06%
USA Financial Portformulas Corp3,857$121.7 萬0.21%
Permanent Capital Management, LP3,710$117.0 萬0.22%
a16z Perennial Management, L.P.3,704$116.8 萬0.09%
Polar Asset Management Partners Inc.3,688$116.3 萬0.02%
Diametric Capital, LP3,530$111.3 萬0.41%
Griffith & Werner, Inc.3,508$111.2 萬0.58%
Bright Futures Wealth Management, LLC.3,486$109.9 萬0.86%
Truxt Investmentos Ltda.3,379$106.6 萬1.50%
SIH Partners, LLLP3,374$106.4 萬0.09%
Concorde Asset Management, LLC3,253$100.2 萬0.42%
American National Bank of Texas2,938$92.7 萬0.87%
Steinberganna Wealth Management2,861$90.3 萬0.42%
SPX Equities Gestao de Recursos Ltda2,800$88.3 萬0.07%
Williamson Legacy Group, LLC2,703$85.3 萬0.66%
IFS Group,LLC2,739$85.1 萬0.75%
Breakthru Advisory Services, LLC2,638$83.2 萬0.55%
Rakuten Investment Management, Inc.35,983$82.8 萬0.00%
WBI Investments2,595$81.9 萬0.21%
KW Wealth Management LLC2,545$80.3 萬1.37%
Bridgefront Capital, LLC2,507$79.1 萬0.23%
Invested Advisors3,141$76.4 萬1.11%
Imprint Wealth LLC2,330$73.5 萬2.35%
Kerr Financial Planning Corp2,393$72.6 萬1.02%
Foresight Global Investors, Inc.2,278$71.9 萬0.43%
Sonoma Allocations LLC2,398$71.6 萬0.26%
Efficient Advisors, LLC2,214$69.8 萬0.04%
Stonegate Management LLC2,200$69.4 萬0.46%
NovaPoint Capital, LLC2,161$68.2 萬0.17%
Arq Wealth Advisors, LLC2,150$67.8 萬0.20%
Mma Asset Management LLC2,102$66.3 萬0.22%
GreatBanc Trust CO2,034$64.2 萬0.44%
111 Capital1,994$62.9 萬0.12%
Banyan Capital Management, Inc.1,920$60.6 萬0.28%
Noble Wealth Management PBC1,893$59.7 萬0.32%
Aquatic Capital Management LLC1,833$57.8 萬0.01%

清倉機構（98 家）

2025 年第 2 季季末持有 JPMorgan Chase & Co、2025 年第 3 季有申報但已經沒有持有的機構。

2025 年第 3 季清倉 JPM 的機構
機構2025 年第 2 季股數2025 年第 2 季市值
Junto Capital Management LP315,892$9,158 萬
Moore Capital Management, LP223,360$6,475 萬
Susquehanna Fundamental Investments, LLC108,900$3,157 萬
TAM Capital Management Inc.114,518$2,952 萬
Railway Pension Investments Ltd81,164$2,353 萬
Marshall Wace, LLP62,516$1,812 萬
Forge First Asset Management Inc.51,350$1,488 萬
Bridgewater Associates, LP51,287$1,487 萬
Rokos Capital Management LLP51,067$1,480 萬
Cinctive Capital Management LP42,679$1,237 萬
Headlands Technologies LLC36,916$1,070 萬
Kingdon Capital Management, L.L.C.35,000$1,015 萬
M Holdings Securities, Inc.33,168$958.9 萬
Soundwatch Capital LLC13,342$813.8 萬
Optimas Capital Ltd24,100$698.7 萬
CenterBook Partners LP20,900$605.9 萬
Philadelphia Financial Management of San Francisco, LLC19,672$570.3 萬
Group One Trading, L.P.19,035$551.8 萬
Tairen Capital Ltd17,000$492.8 萬
ISAM Funds (UK) Ltd16,226$470.4 萬
Aster Capital Management (DIFC) Ltd15,769$457.2 萬
Financial Advocates Investment Management13,604$394.4 萬
Aigen Investment Management, LP12,854$372.7 萬
RedJay Asset Management Inc.11,000$318.9 萬
London & Capital Asset Management Ltd10,612$307.7 萬
Deane Retirement Strategies, Inc.10,346$299.8 萬
Advent Capital Management10,000$289.9 萬
Constant Guidance Financial LLC9,684$279.4 萬
Dohj, LLC11,490$276.8 萬
Napa Wealth Management9,332$270.6 萬
Wealthquest Corp8,925$258.7 萬
Bayesian Capital Management, LP8,602$249.4 萬
Eqis Capital Management, Inc.7,147$207.2 萬
ARGA Investment Management, LP6,950$201.5 萬
Two Sigma Securities, LLC6,339$183.8 萬
5th Street Advisors, LLC6,111$177.2 萬
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.5,960$172.9 萬
Summit X, LLC4,498$130.4 萬
Advisor Resource Council4,280$124.1 萬
ASB Consultores, LLC4,107$119.1 萬
Twinbeech Capital LP4,098$118.8 萬
Claudia M.P. Batlle, CRP (R) LLC3,911$113.4 萬
Inceptionr LLC3,688$106.9 萬
Ontario Teachers Pension Plan Board3,265$94.7 萬
Scientech Research LLC2,840$82.3 萬
Oxford Asset Management LLP2,770$80.3 萬
Teza Capital Management LLC2,662$77.2 萬
Engineers Gate Manager LP2,391$69.3 萬
Brown Capital Management LLC2,319$67.2 萬
Infrastructure Capital Advisors, LLC2,063$59.8 萬
V-Square Quantitative Management LLC2,036$59.0 萬
Shapiro Capital Management LLC2,000$58.0 萬
Sherbrooke Park Advisers LLC1,989$57.7 萬
Centiva Capital, LP1,954$56.6 萬
Bryce Point Capital, LLC1,932$56.0 萬
Dynamic Technology Lab Private Ltd1,819$52.7 萬
Gladius Capital Management LP1,771$51.3 萬
Von Berge Wealth Management Group, LLC1,730$50.4 萬
Defender Capital, LLC.1,709$49.5 萬
GF Fund Management Co. Ltd.1,690$49.0 萬
Haven Private, LLC1,631$47.3 萬
Ridgepath Capital Management LLC1,555$45.1 萬
Berkshire Money Management, Inc.1,516$44.0 萬
Jag Capital Management, LLC1,475$42.7 萬
Farringdon Capital, Ltd.1,435$41.6 萬
Capital CS Group, LLC1,429$41.4 萬
Whipplewood Advisors, LLC1,357$39.3 萬
JMG Financial Group, Ltd.1,341$38.9 萬
TradeLink Capital LLC1,200$34.8 萬
One Degree Advisors Inc1,202$34.8 萬
Sageworth Trust Co of South Dakota1,160$33.6 萬
Lifestyle Asset Management, Inc.1,117$32.4 萬
Retireful, LLC1,115$32.3 萬
MBB Public Markets I LLC1,096$31.8 萬
AAFCPAs Wealth Management, LLC989$28.7 萬
Novus Advisors, LLC985$28.6 萬
Corepath Wealth Partners LLC919$27.2 萬
Ameraudi Asset Management, Inc.912$26.4 萬
Attessa Capital LLC910$26.4 萬
Dahring | Cusmano LLC888$25.7 萬
Littlejohn Financial Services, Inc.820$23.8 萬
Teramo Advisors, LLC772$22.4 萬
PCG Wealth Advisors, LLC715$20.7 萬
Michels Family Financial, LLC700$20.3 萬
Cooksen Wealth, LLC608$17.6 萬
Marshall & Sullivan Inc599$17.4 萬
Kiker Wealth Management, LLC585$17.0 萬
Walleye Capital LLC556$16.1 萬
Wood Tarver Financial Group, LLC497$14.3 萬
Ridgewood Investments LLC453$13.1 萬
Mid-American Wealth Advisory Group, Inc.393$11.4 萬
Kathleen S. Wright Associates Inc.200$5.80 萬
Ryan Investment Management, Inc.127$3.68 萬
Mizuho Securities Co. Ltd.110$3.19 萬
Investment Management Corp29$8,407
Kessler Investment Group, LLC26$7,770
PMV Capital Advisers, LLC22$6,378
Family CFO Inc21$6,088

尚未申報 2025 年第 3 季的機構（82 家）

2025 年第 2 季季末持有 JPMorgan Chase & Co、還沒有申報 2025 年第 3 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2025 年第 2 季持有 JPM、尚未申報 2025 年第 3 季的機構
機構2025 年第 2 季股數2025 年第 2 季市值
Norges Bank35,511,741$103.0 億
EP Wealth Advisors, LLC754,053$2.19 億
CIBC World Markets Corp655,197$1.90 億
Clear Street LLC575,000$1.67 億
Avantax Advisory Services, Inc.328,596$9,526 萬
Congress Wealth Management LLC263,716$7,645 萬
First Horizon Advisors, Inc.246,141$7,136 萬
Northeast Financial Consultants Inc111,715$3,239 萬
Grassi Investment Management104,353$3,025 萬
Churchill Management Corp75,014$2,175 萬
Atria Wealth Solutions, Inc.67,471$1,965 萬
Schnieders Capital Management LLC60,730$1,761 萬
Financial Partners Group, LLC46,413$1,346 萬
Graypoint LLC42,449$1,231 萬
NBW Capital LLC39,883$1,156 萬
TFG Advisers LLC36,518$1,059 萬
Semmax Financial Advisors Inc.34,274$989.7 萬
Exchange Capital Management, Inc.32,762$949.8 萬
Forte Capital LLC29,974$869.0 萬
Enterprise Bank & Trust Co29,540$856.4 萬
E Fund Management Co., Ltd.28,999$840.7 萬
J. W. Coons Advisors, LLC26,832$777.9 萬
Good Life Advisors, LLC18,075$524.0 萬
Moser Wealth Advisors, LLC16,582$480.7 萬
Vega Investment Solutions13,878$402.3 萬
Belmont Capital, LLC11,704$339.3 萬
Union Savings Bank11,160$330.6 萬
North Dallas Bank & Trust Co11,352$329.1 萬
Tyler-Stone Wealth Management10,908$316.2 萬
Talon Private Wealth, LLC10,647$308.7 萬
My Legacy Advisors, LLC10,234$294.9 萬
Keudell/Morrison Wealth Management9,484$274.9 萬
Savoie Capital LLC9,129$264.7 萬
Bordeaux Wealth Advisors LLC8,672$251.4 萬
Prairie Sky Financial Group LLC8,533$247.4 萬
Scott Marsh Financial, LLC7,972$231.1 萬
Total Wealth Planning & Management, Inc.7,126$206.6 萬
Bingham Private Wealth, LLC6,882$199.5 萬
Atlas Capital Advisors LLC6,818$197.7 萬
Oliver Lagore Vanvalin Investment Group7,464$183.1 萬
IronOak Wealth LLC.6,171$178.9 萬
Horan Securities, Inc.5,567$161.4 萬
FORM Wealth Advisors, LLC5,343$154.9 萬
Copperwynd Financial, LLC5,060$146.7 萬
Aurora Private Wealth, Inc.5,001$145.0 萬
Breed's Hill Capital LLC4,642$134.6 萬
Wambolt & Associates, LLC4,267$123.9 萬
Wealth Group, Ltd.4,052$117.5 萬
Smith Anglin Financial, LLC3,485$101.0 萬
Greenberg Financial Group2,839$92.9 萬
Elios Financial Group Inc.3,012$87.3 萬
Better Money Decisions, LLC2,967$86.0 萬
Centricity Wealth Management, LLC2,962$85.9 萬
DHK Financial Advisors, Inc.2,931$85.0 萬
Clarity Capital Partners LLC2,908$84.3 萬
Safe Harbor Fiduciary, LLC2,793$81.0 萬
Hamilton Capital, LLC2,676$77.6 萬
Covey Capital Advisors, LLC2,450$71.0 萬
Stonebridge Capital Management Inc2,200$63.8 萬
Hickory Asset Management, Inc.2,174$63.0 萬
Blue Investment Partners LLC2,062$59.8 萬
Waypoint Wealth Partners Inc.2,021$58.6 萬
Alpha DNA Investment Management LLC1,888$54.7 萬
BIP Alliance, LLC1,805$52.3 萬
Omnitrust Wealth Management, Inc1,558$51.0 萬
Foguth Wealth Management, LLC.1,609$46.6 萬
Future You Wealth LLC1,587$46.0 萬
Acas, LLC1,563$45.4 萬
PrairieView Partners, LLC1,350$39.1 萬
David Wealth Management LLC1,299$37.7 萬
Capital Market Strategies LLC1,170$33.9 萬
Iron Horse Wealth Management, LLC1,091$31.6 萬
Parkside Advisors LLC1,064$30.8 萬
Sebold Capital Management, Inc.1,063$30.8 萬
Wellington Capital Management, Inc.784$22.7 萬
SRN Advisors, LLC704$20.4 萬
Parkworth Wealth Management, Inc.472$13.7 萬
Legacy Investment Solutions, LLC396$11.5 萬
Financial Gravity Companies, Inc.365$10.6 萬
Montag & Caldwell, LLC300$8.70 萬
Capital A Wealth Management, LLC442$7.52 萬
Christopher J. Hasenberg, Inc156$4.52 萬