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 |
|---|---|---|---|---|---|
| Neo Ivy Capital Management | 2,648 | $83.5 萬 | 0.20% | +991+59.8% | 加碼 |
| Cherrydale Wealth Management, LLC | 2,653 | $83.7 萬 | 0.26% | 00.0% | 不變 |
| Fortress Financial Group, LLC | 2,660 | $83.9 萬 | 0.64% | +12+0.5% | 加碼 |
| VSM Wealth Advisory, LLC | 2,664 | $84.0 萬 | 0.26% | −299−10.1% | 減碼 |
| HC Advisors, LLC | 2,667 | $84.1 萬 | 0.59% | +6+0.2% | 加碼 |
| Accelerate Investment Advisors LLC | 2,667 | $84.1 萬 | 0.57% | −30−1.1% | 減碼 |
| Kahn Brothers Group Inc | 2,668 | $84.2 萬 | 0.16% | −107−3.9% | 減碼 |
| Holos Integrated Wealth LLC | 2,801 | $84.3 萬 | 0.50% | −127−4.3% | 減碼 |
| Richmond Investment Services, LLC | 2,674 | $84.3 萬 | 0.16% | +319+13.5% | 加碼 |
| RAM Investment Partners, LLC | 2,675 | $84.4 萬 | 0.16% | +120+4.7% | 加碼 |
| ICW Investment Advisors LLC | 2,676 | $84.4 萬 | 0.31% | +97+3.8% | 加碼 |
| Dupree Financial Group, LLC | 2,676 | $84.4 萬 | 0.32% | +137+5.4% | 加碼 |
| Detalus Advisors, LLC | 2,676 | $84.4 萬 | 0.22% | +4+0.1% | 加碼 |
| Insight Wealth Partners, LLC | 2,680 | $84.5 萬 | 0.37% | +324+13.8% | 加碼 |
| OneAscent Family Office, LLC | 2,682 | $84.6 萬 | 0.69% | −95−3.4% | 減碼 |
| Waller Financial Planning Group, Inc | 2,683 | $84.6 萬 | 0.19% | −293−9.8% | 減碼 |
| Morse Asset Management, Inc | 2,688 | $84.8 萬 | 0.17% | +31+1.2% | 加碼 |
| LongView Asset Management LLC | 2,689 | $84.8 萬 | 0.59% | −67−2.4% | 減碼 |
| Financial Security Advisor, Inc. | 2,690 | $84.8 萬 | 0.18% | +17+0.6% | 加碼 |
| Riverview Capital Advisers, LLC | 2,694 | $85.0 萬 | 0.25% | +20+0.7% | 加碼 |
| IFS Group,LLC | 2,739 | $85.1 萬 | 0.75% | +2,739 | 新進 |
| AXS Investments LLC | 2,701 | $85.2 萬 | 0.27% | +193+7.7% | 加碼 |
| Williamson Legacy Group, LLC | 2,703 | $85.3 萬 | 0.66% | +2,703 | 新進 |
| Lynx Investment Advisory | 2,708 | $85.4 萬 | 0.51% | −2−0.1% | 減碼 |
| Ssi Investment Management LLC | 2,717 | $85.7 萬 | 0.06% | 00.0% | 不變 |
| Investors Research Corp | 2,722 | $85.9 萬 | 0.16% | 00.0% | 不變 |
| Ogorek Anthony Joseph | 2,725 | $85.9 萬 | 0.25% | +1,030+60.8% | 加碼 |
| Claret Asset Management Corp | 2,730 | $86.1 萬 | 0.10% | −115−4.0% | 減碼 |
| Inspire Advisors, LLC | 2,731 | $86.2 萬 | 0.08% | +290+11.9% | 加碼 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 2,742 | $86.5 萬 | 0.14% | +30+1.1% | 加碼 |
| Perritt Capital Management Inc | 2,742 | $86.5 萬 | 0.41% | −10−0.4% | 減碼 |
| Financial Enhancement Group LLC | 2,848 | $86.6 萬 | 0.12% | +547+23.8% | 加碼 |
| Summit Wealth Group, LLC | 2,751 | $86.8 萬 | 0.21% | −31−1.1% | 減碼 |
| Dakota Community Bank & Trust NA | 2,752 | $86.8 萬 | 3.42% | +15+0.5% | 加碼 |
| CTC Alternative Strategies, Ltd. | 2,756 | $86.9 萬 | 1.45% | −5,198−65.4% | 減碼 |
| Alpha Financial Partners, LLC | 2,756 | $86.9 萬 | 0.57% | −14−0.5% | 減碼 |
| Cape Investment Advisory, Inc. | 2,758 | $87.0 萬 | 0.86% | −621−18.4% | 減碼 |
| Avenue 1 Advisors, LLC | 2,759 | $87.0 萬 | 0.27% | +10.0% | 加碼 |
| Horst & Graben Wealth Management LLC | 2,759 | $87.0 萬 | 0.13% | +27+1.0% | 加碼 |
| Carter Financial Group, INC. | 2,761 | $87.1 萬 | 0.53% | +655+31.1% | 加碼 |
| Arkansas Financial Group, Inc. | 2,777 | $87.6 萬 | 0.13% | −100−3.5% | 減碼 |
| SMART Wealth LLC | 2,779 | $87.7 萬 | 0.33% | −5,394−66.0% | 減碼 |
| SG Americas Securities, LLC | 2,781 | $87.7 萬 | 0.00% | −38,329−93.2% | 減碼 |
| Strategic Advocates LLC | 2,782 | $87.8 萬 | 0.23% | +49+1.8% | 加碼 |
| Centerline Wealth Advisors, LLC | 2,783 | $87.8 萬 | 0.38% | +268+10.7% | 加碼 |
| Paladin Advisory Group, LLC | 2,784 | $87.8 萬 | 0.68% | −18−0.6% | 減碼 |
| Fortis Capital Management LLC | 2,785 | $87.9 萬 | 0.12% | +463+19.9% | 加碼 |
| Balentine LLC | 2,788 | $87.9 萬 | 0.03% | +187+7.2% | 加碼 |
| Opus Capital Group, LLC | 2,791 | $88.0 萬 | 0.10% | −94−3.3% | 減碼 |
| West Wealth Group, LLC | 2,882 | $88.1 萬 | 0.20% | +416+16.9% | 加碼 |
| Broyhill Asset Management | 2,794 | $88.1 萬 | 0.77% | −50−1.8% | 減碼 |
| Client 1st Advisory Group, LLC | 2,797 | $88.2 萬 | 0.29% | +224+8.7% | 加碼 |
| Integris Wealth Management, LLC | 2,799 | $88.3 萬 | 0.21% | −29−1.0% | 減碼 |
| Clark Wealth Partners | 2,741 | $88.3 萬 | 0.54% | +2,274+486.9% | 加碼 |
| Murphy Pohlad Asset Management LLC | 2,800 | $88.3 萬 | 0.35% | 00.0% | 不變 |
| SPX Equities Gestao de Recursos Ltda | 2,800 | $88.3 萬 | 0.07% | +2,800 | 新進 |
| Charter Research & Investment Group, Inc. | 2,801 | $88.4 萬 | 0.61% | −65−2.3% | 減碼 |
| Thoma Capital Management LLC | 2,808 | $88.6 萬 | 0.51% | −125−4.3% | 減碼 |
| Bensler, LLC | 2,808 | $88.6 萬 | 0.09% | +56+2.0% | 加碼 |
| Copley Financial Group, Inc. | 2,809 | $88.6 萬 | 0.61% | −291−9.4% | 減碼 |
| Harvest Fund Management Co., Ltd | 2,809 | $88.6 萬 | 0.04% | −267−8.7% | 減碼 |
| Harrington Investments, INC | 2,814 | $88.8 萬 | 0.44% | −382−12.0% | 減碼 |
| Verus Financial Partners, Inc. | 2,816 | $88.8 萬 | 0.09% | −238−7.8% | 減碼 |
| Objective Capital Management, LLC | 2,821 | $89.0 萬 | 0.92% | −25−0.9% | 減碼 |
| Heritage Financial Services, LLC | 2,831 | $89.3 萬 | 0.08% | +342+13.7% | 加碼 |
| Milestones Private Investment Advisors LLC | 2,831 | $89.3 萬 | 0.61% | 00.0% | 不變 |
| American Investment Services, Inc. | 2,837 | $89.5 萬 | 0.22% | 00.0% | 不變 |
| MKT Advisors LLC | 2,888 | $89.7 萬 | 0.33% | +12+0.4% | 加碼 |
| Level Financial Advisors, Inc. | 2,845 | $89.7 萬 | 0.25% | +1,117+64.6% | 加碼 |
| Burkett Financial Services, LLC | 2,848 | $89.8 萬 | 0.31% | −287−9.2% | 減碼 |
| Synergy Financial Management, LLC | 2,999 | $89.8 萬 | 0.03% | +2,068+222.1% | 加碼 |
| TCM Advisors, LLC | – | $90.2 萬 | 0.76% | – | – |
| Steinberganna Wealth Management | 2,861 | $90.3 萬 | 0.42% | +2,861 | 新進 |
| Pine Harbor Wealth Management, LLC | 2,864 | $90.3 萬 | 0.29% | +271+10.5% | 加碼 |
| Maripau Wealth Management LLC | 2,865 | $90.4 萬 | 0.45% | −1,266−30.6% | 減碼 |
| Burton Enright Welch | 2,867 | $90.4 萬 | 0.14% | +352+14.0% | 加碼 |
| Planning Alternatives Ltd | 2,868 | $90.5 萬 | 0.12% | +317+12.4% | 加碼 |
| Allen Wealth Management, LLC | 2,876 | $90.7 萬 | 0.62% | −140−4.6% | 減碼 |
| Cascade Investment Advisors, Inc. | 2,884 | $91.0 萬 | 0.55% | −399−12.2% | 減碼 |
| Strategic Financial Concepts, LLC | 2,889 | $91.1 萬 | 0.13% | −254−8.1% | 減碼 |
| Strid Group, LLC | 2,889 | $91.1 萬 | 0.12% | +16+0.6% | 加碼 |
| AIMZ Investment Advisors, LLC | 2,893 | $91.3 萬 | 0.29% | 00.0% | 不變 |
| CLG LLC | 2,905 | $91.6 萬 | 0.25% | +26+0.9% | 加碼 |
| Wallace Advisory Group, LLC | 3,171 | $91.9 萬 | 0.74% | −666−17.4% | 減碼 |
| Cherry Tree Wealth Management, LLC | 2,918 | $92.0 萬 | 0.20% | −246−7.8% | 減碼 |
| Ruggaard & Associates LLC | 2,918 | $92.0 萬 | 0.34% | −205−6.6% | 減碼 |
| AMJ Financial Wealth Management | 2,919 | $92.1 萬 | 0.22% | +20+0.7% | 加碼 |
| CapWealth Advisors, LLC | 2,920 | $92.1 萬 | 0.06% | −17−0.6% | 減碼 |
| Essex Investment Management Co LLC | 2,923 | $92.2 萬 | 0.14% | 00.0% | 不變 |
| Financial Freedom, LLC | 2,924 | $92.2 萬 | 0.46% | +5+0.2% | 加碼 |
| Reyes Financial Architecture, Inc. | 2,924 | $92.2 萬 | 0.63% | −393−11.8% | 減碼 |
| Coyle Financial Counsel LLC | 2,929 | $92.4 萬 | 0.21% | +693+31.0% | 加碼 |
| AXA S.A. | 2,932 | $92.5 萬 | 0.46% | −787,000−99.6% | 減碼 |
| American National Bank of Texas | 2,938 | $92.7 萬 | 0.87% | +2,938 | 新進 |
| Murphy & Mullick Capital Management Corp | 2,965 | $92.9 萬 | 0.69% | +94+3.3% | 加碼 |
| Bond & Devick Financial Network, Inc. | 2,949 | $93.0 萬 | 0.28% | +52+1.8% | 加碼 |
| Sierra Capital LLC | 2,951 | $93.1 萬 | 0.10% | −520−15.0% | 減碼 |
| Payne Capital Management, LLC | 2,953 | $93.1 萬 | 0.30% | +208+7.6% | 加碼 |
| TAGStone Capital, Inc. | 2,956 | $93.2 萬 | 0.37% | 00.0% | 不變 |
| Successful Portfolios LLC | 2,964 | $93.5 萬 | 0.55% | +72+2.5% | 加碼 |