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 3 季 13F 持有人
JPMorgan Chase & Co 在 2025/9/30 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
- 4,765
- 較 2025 年第 2 季 +95 家
- 持有股數
- 19.6 億
- 較 2025 年第 2 季 −1,165 萬 (−0.6%)
- 總市值
- $6,180 億
- 較 2025 年第 2 季 +$470.9 億 (+8.2%)
- 新進機構
- 193
- 另有 1,947 家加碼
- 清倉機構
- 98
- 另有 2,123 家減碼
另有 82 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Imprint Wealth LLC | 2,330 | $73.5 萬 | 2.35% | +2,330 | 新進 |
| Reuter James Wealth Management, LLC | 2,331 | $73.5 萬 | 0.10% | −324−12.2% | 減碼 |
| Intergy Private Wealth, LLC | 2,334 | $73.6 萬 | 0.23% | −105−4.3% | 減碼 |
| Keating Investment Counselors Inc | 2,335 | $73.7 萬 | 0.21% | +50+2.2% | 加碼 |
| Kaizen Financial Strategies | 2,351 | $73.7 萬 | 0.33% | −23−1.0% | 減碼 |
| Planned Solutions, Inc. | 2,343 | $73.9 萬 | 0.26% | −14−0.6% | 減碼 |
| IMZ Advisory Inc | 2,343 | $73.9 萬 | 0.28% | +226+10.7% | 加碼 |
| Amussen Hunsaker Associates LLC | 2,354 | $74.3 萬 | 0.08% | −114−4.6% | 減碼 |
| Gimbal Financial | 2,355 | $74.3 萬 | 0.45% | +70+3.1% | 加碼 |
| Silver Coast Investments LLC | 2,361 | $74.5 萬 | 0.26% | −32−1.3% | 減碼 |
| Tamar Securities, LLC | 2,363 | $74.5 萬 | 0.08% | +41+1.8% | 加碼 |
| Capstone Wealth Management Group LLC | 2,364 | $74.6 萬 | 0.48% | +52+2.2% | 加碼 |
| Core Wealth Advisors, Inc. | 2,364 | $74.6 萬 | 0.19% | +615+35.2% | 加碼 |
| Knuff & Co LLC | 2,369 | $74.7 萬 | 0.22% | 00.0% | 不變 |
| Eisler Capital Management Ltd. | 2,380 | $75.1 萬 | 0.02% | −86,767−97.3% | 減碼 |
| Nalls Sherbakoff Group, LLC | 2,383 | $75.2 萬 | 0.51% | 00.0% | 不變 |
| Richwood Investment Advisors, LLC | 2,386 | $75.3 萬 | 0.59% | +100+4.4% | 加碼 |
| FDx Advisors, Inc. | 2,421 | $75.3 萬 | 0.23% | −104−4.1% | 減碼 |
| Somerville Kurt F | 2,395 | $75.5 萬 | 0.12% | +400+20.1% | 加碼 |
| Tobias Financial Advisors, Inc. | 2,397 | $75.6 萬 | 0.11% | +324+15.6% | 加碼 |
| Panoramic Capital Partners, LLC | 2,400 | $75.7 萬 | 0.49% | +83+3.6% | 加碼 |
| Centennial Wealth Advisory LLC | 2,406 | $75.9 萬 | 0.21% | +407+20.4% | 加碼 |
| Wise Wealth Partners | 2,415 | $76.2 萬 | 1.16% | 00.0% | 不變 |
| Sequent Asset Management, LLC | 2,418 | $76.3 萬 | 0.36% | +10.0% | 加碼 |
| Roble, Belko & Company, Inc | 2,419 | $76.3 萬 | 0.10% | −71−2.9% | 減碼 |
| Invested Advisors | 3,141 | $76.4 萬 | 1.11% | +3,141 | 新進 |
| Jacobs & Co | 2,424 | $76.4 萬 | 0.07% | 00.0% | 不變 |
| Rockbridge Capital Management LLC | 2,424 | $76.5 萬 | 0.45% | 00.0% | 不變 |
| Basepoint Wealth LLC | 2,426 | $76.5 萬 | 0.54% | −183−7.0% | 減碼 |
| Bruce G. Allen Investments, LLC | 2,427 | $76.6 萬 | 0.55% | −11−0.5% | 減碼 |
| Atlas Private Wealth Advisors | 2,430 | $76.6 萬 | 0.19% | −2,773−53.3% | 減碼 |
| Prospera Capital Management, LLC | 2,432 | $76.7 萬 | 0.37% | +10+0.4% | 加碼 |
| Reston Wealth Management LLC | 2,435 | $76.8 萬 | 0.25% | +12+0.5% | 加碼 |
| Clay Northam Wealth Management, LLC | 2,437 | $76.9 萬 | 0.44% | 00.0% | 不變 |
| Plum Street Advisors, LLC | 2,438 | $76.9 萬 | 0.30% | −84−3.3% | 減碼 |
| Bernardo Wealth Planning LLC | 2,442 | $77.0 萬 | 0.15% | +15+0.6% | 加碼 |
| Strive Asset Management, LLC | 2,442 | $77.0 萬 | 0.42% | −79−3.1% | 減碼 |
| Madden Securities Corp | 2,453 | $77.4 萬 | 0.24% | −118−4.6% | 減碼 |
| Reliant Investment Partners, LLC | 2,504 | $77.6 萬 | 0.61% | −16−0.6% | 減碼 |
| Wall Street Financial Group, Inc. | 2,464 | $77.7 萬 | 0.57% | +326+15.2% | 加碼 |
| Squire Investment Management Company, LLC | 2,465 | $77.8 萬 | 0.25% | 00.0% | 不變 |
| Vertex Planning Partners, LLC | 2,471 | $77.9 萬 | 0.15% | +211+9.3% | 加碼 |
| Walker Asset Management, LLC | 2,472 | $78.0 萬 | 0.44% | −5−0.2% | 減碼 |
| Tucker Asset Management LLC | 2,478 | $78.2 萬 | 0.24% | −191−7.2% | 減碼 |
| Presidio Capital Management, LLC | 2,483 | $78.3 萬 | 0.27% | −1,076−30.2% | 減碼 |
| Corundum Trust Company, INC | 2,487 | $78.4 萬 | 1.70% | −17−0.7% | 減碼 |
| TCP Asset Management, LLC | 2,487 | $78.5 萬 | 0.14% | +254+11.4% | 加碼 |
| Forum Private Client Group LLC | 2,490 | $78.5 萬 | 0.28% | +313+14.4% | 加碼 |
| Arnhold LLC | 2,492 | $78.6 萬 | 0.07% | 00.0% | 不變 |
| Catalina Capital Group, LLC | 2,493 | $78.6 萬 | 0.48% | +23+0.9% | 加碼 |
| DDD Partners, LLC | 2,499 | $78.8 萬 | 0.05% | +1,023+69.3% | 加碼 |
| Bridgefront Capital, LLC | 2,507 | $79.1 萬 | 0.23% | +2,507 | 新進 |
| Coordinated Financial Services, Inc. | 2,511 | $79.2 萬 | 0.51% | +16+0.6% | 加碼 |
| Thrive Capital Management, LLC | 2,511 | $79.2 萬 | 0.20% | +751+42.7% | 加碼 |
| Prostatis Group LLC | 2,514 | $79.3 萬 | 0.20% | −261−9.4% | 減碼 |
| Nicholson Wealth Management Group, LLC | 2,522 | $79.6 萬 | 0.47% | 00.0% | 不變 |
| Gentry Private Wealth, LLC | 2,526 | $79.7 萬 | 0.55% | +103+4.3% | 加碼 |
| Cowa, LLC | 2,528 | $79.7 萬 | 0.26% | −174−6.4% | 減碼 |
| SNS Financial Group, LLC | 2,528 | $79.7 萬 | 0.07% | 00.0% | 不變 |
| America First Investment Advisors, LLC | 2,529 | $79.8 萬 | 0.15% | 00.0% | 不變 |
| Sloy Dahl & Holst, LLC | 2,529 | $79.8 萬 | 0.08% | −35−1.4% | 減碼 |
| Asset Planning,Inc | 2,532 | $79.9 萬 | 0.58% | +5+0.2% | 加碼 |
| Ariston Services Group | 2,536 | $80.0 萬 | 0.48% | −242−8.7% | 減碼 |
| Obsidian Personal Planning Solutions LLC | 2,575 | $80.1 萬 | 0.28% | +35+1.4% | 加碼 |
| Boreal Capital Management LLC | 2,544 | $80.2 萬 | 0.65% | +103+4.2% | 加碼 |
| Cahaba Wealth Management, Inc. | 2,545 | $80.3 萬 | 0.06% | +45+1.8% | 加碼 |
| KW Wealth Management LLC | 2,545 | $80.3 萬 | 1.37% | +2,545 | 新進 |
| CCG Wealth Management, LLC | 2,546 | $80.3 萬 | 0.38% | +603+31.0% | 加碼 |
| Knightsbridge Asset Management, LLC | 2,555 | $80.6 萬 | 0.14% | +695+37.4% | 加碼 |
| Birch Financial Group, LLC | 2,560 | $80.8 萬 | 0.48% | +414+19.3% | 加碼 |
| Investment Planning Advisors, Inc. | 2,562 | $80.8 萬 | 0.25% | +1,104+75.7% | 加碼 |
| Bender Robert & Associates | 2,565 | $80.9 萬 | 0.17% | −5−0.2% | 減碼 |
| Flynn Zito Capital Management, LLC | 2,569 | $81.0 萬 | 0.30% | −151−5.6% | 減碼 |
| Prudent Investors Network | 2,573 | $81.2 萬 | 0.20% | +1,011+64.7% | 加碼 |
| Lansing Street Advisors | 2,576 | $81.2 萬 | 0.22% | +250+10.7% | 加碼 |
| Penn Davis McFarland Inc | 2,580 | $81.4 萬 | 0.08% | 00.0% | 不變 |
| Western Financial Corp | 2,582 | $81.4 萬 | 0.35% | −60−2.3% | 減碼 |
| Prospect Financial Group LLC | 2,585 | $81.5 萬 | 0.80% | 00.0% | 不變 |
| ESL Trust Services, LLC | 2,591 | $81.7 萬 | 0.16% | +18+0.7% | 加碼 |
| Tuttle Tactical Management | 2,594 | $81.8 萬 | 3.10% | 00.0% | 不變 |
| WBI Investments | 2,595 | $81.9 萬 | 0.21% | +2,595 | 新進 |
| Coign Capital Advisors LLC | 2,600 | $82.0 萬 | 0.45% | −254−8.9% | 減碼 |
| Wealthstar Advisors, LLC | 2,610 | $82.3 萬 | 0.32% | +135+5.5% | 加碼 |
| Compass Capital Corp | 2,597 | $82.4 萬 | 0.36% | 00.0% | 不變 |
| Caerus Investment Advisors, LLC | 2,612 | $82.4 萬 | 0.34% | +1,479+130.5% | 加碼 |
| Tarbox Family Office, Inc. | 2,614 | $82.5 萬 | 0.12% | −9−0.3% | 減碼 |
| Quantitative Investment Management, LLC | 2,616 | $82.5 萬 | 0.11% | −22,159−89.4% | 減碼 |
| Tactive Advisors, LLC | 2,622 | $82.7 萬 | 0.23% | +145+5.9% | 加碼 |
| Rakuten Investment Management, Inc. | 35,983 | $82.8 萬 | 0.00% | +35,983 | 新進 |
| Global Strategic Investment Solutions, LLC | 2,626 | $82.8 萬 | 0.08% | −77−2.8% | 減碼 |
| Braun-Bostich & Associates Inc. | 2,627 | $82.9 萬 | 0.52% | −129−4.7% | 減碼 |
| Gitterman Wealth Management, LLC | 2,628 | $82.9 萬 | 0.19% | +50+1.9% | 加碼 |
| Swisher Financial Concepts, Inc. | 2,634 | $83.1 萬 | 0.50% | 00.0% | 不變 |
| Wedge Capital Management L L P | 2,635 | $83.1 萬 | 0.01% | 00.0% | 不變 |
| New Insight Wealth Advisors | 2,637 | $83.2 萬 | 0.31% | −153−5.5% | 減碼 |
| Breakthru Advisory Services, LLC | 2,638 | $83.2 萬 | 0.55% | +2,638 | 新進 |
| Melfa Wealth Management, LLC | 2,641 | $83.3 萬 | 0.49% | −25−0.9% | 減碼 |
| Leigh Baldwin & Co., LLC | 2,644 | $83.4 萬 | 0.47% | −108−3.9% | 減碼 |
| Code Waechter LLC | 2,762 | $83.4 萬 | 0.54% | −44−1.6% | 減碼 |
| Goepper Burkhardt LLC | 2,648 | $83.5 萬 | 0.28% | −4−0.2% | 減碼 |