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 5,158 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 | 5,158 | $6,437 億 |
| 2026 年第 1 季 | 5,103 | $5,720 億 |
| 2025 年第 4 季 | 5,154 | $6,395 億 |
| 2025 年第 3 季 | 4,765 | $6,180 億 |
| 2025 年第 2 季 | 4,752 | $5,824 億 |
| 2025 年第 1 季 | 4,679 | $4,946 億 |
| 2024 年第 4 季 | 4,680 | $4,900 億 |
| 2024 年第 3 季 | 4,215 | $4,294 億 |
| 2024 年第 2 季 | 4,181 | $4,162 億 |
| 2024 年第 1 季 | 4,120 | $4,145 億 |
| 2023 年第 4 季 | 4,001 | $3,518 億 |
| 2023 年第 3 季 | 3,710 | $2,970 億 |
| 2023 年第 2 季 | 3,672 | $2,976 億 |
| 2023 年第 1 季 | 3,612 | $2,663 億 |
| 2022 年第 4 季 | 3,628 | $2,783 億 |
| 2022 年第 3 季 | 3,395 | $2,129 億 |
| 2022 年第 2 季 | 3,427 | $2,293 億 |
| 2022 年第 1 季 | 3,519 | $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 |
|---|---|---|---|---|---|
| Koss-Olinger Consulting, LLC | 3,627 | $105.2 萬 | 0.09% | 00.0% | 不變 |
| Byrne Financial Freedom, LLC | 3,335 | $105.2 萬 | 0.52% | −842−20.2% | 減碼 |
| Tableaux LLC | 3,338 | $105.3 萬 | 0.42% | +1,171+54.0% | 加碼 |
| Forefront Analytics, LLC | 3,337 | $105.3 萬 | 1.01% | +16+0.5% | 加碼 |
| Aua Capital Management, LLC | 3,341 | $105.4 萬 | 0.59% | 00.0% | 不變 |
| Horizon Bancorp Inc | 3,343 | $105.4 萬 | 0.50% | −447−11.8% | 減碼 |
| Outlook Wealth Advisors, LLC | 3,348 | $105.6 萬 | 0.26% | +17+0.5% | 加碼 |
| Isthmus Partners, LLC | 3,353 | $105.8 萬 | 0.23% | +340+11.3% | 加碼 |
| Glass Wealth Management Co LLC | 3,354 | $105.8 萬 | 0.47% | +10.0% | 加碼 |
| Bank & Trust Co | 3,357 | $105.9 萬 | 0.78% | 00.0% | 不變 |
| Acorn Creek Capital LLC | 3,360 | $106.0 萬 | 0.40% | +98+3.0% | 加碼 |
| American Capital Advisory, LLC | 3,362 | $106.0 萬 | 0.49% | −220−6.1% | 減碼 |
| NFP Retirement, Inc. | 3,368 | $106.3 萬 | 0.07% | −594−15.0% | 減碼 |
| Laraway Financial Inc | 3,371 | $106.3 萬 | 0.73% | −2−0.1% | 減碼 |
| SIH Partners, LLLP | 3,374 | $106.4 萬 | 0.09% | +3,374 | 新進 |
| Tilson Financial Group, Inc. | 3,375 | $106.4 萬 | 0.35% | +2,181+182.7% | 加碼 |
| Ackerman Capital Advisors, LLC | 3,377 | $106.5 萬 | 0.22% | 00.0% | 不變 |
| Truxt Investmentos Ltda. | 3,379 | $106.6 萬 | 1.50% | +3,379 | 新進 |
| Dock Street Asset Management Inc | 3,386 | $106.8 萬 | 0.09% | −119−3.4% | 減碼 |
| Trust Co of Oklahoma | 3,388 | $106.9 萬 | 0.32% | +250+8.0% | 加碼 |
| North Forty Two & Co. | 3,389 | $106.9 萬 | 1.04% | −25−0.7% | 減碼 |
| Joule Financial, LLC | 3,397 | $107.2 萬 | 0.32% | −190−5.3% | 減碼 |
| National Wealth Management Group, LLC | 3,400 | $107.3 萬 | 0.40% | −445−11.6% | 減碼 |
| Beckerman Institutional, LLC | 3,400 | $107.3 萬 | 0.63% | +999+41.6% | 加碼 |
| Charter Capital Management, LLC | 3,401 | $107.3 萬 | 0.58% | +32+0.9% | 加碼 |
| Lifeworks Advisors, LLC | 3,402 | $107.3 萬 | 0.14% | −57−1.6% | 減碼 |
| Persium Advisors, LLC | 3,403 | $107.3 萬 | 0.81% | −63−1.8% | 減碼 |
| Motive Wealth Advisors | 3,407 | $107.5 萬 | 0.46% | −104−3.0% | 減碼 |
| Buttonwood Financial Advisors Inc. | 3,408 | $107.5 萬 | 0.37% | −39−1.1% | 減碼 |
| Quantum Private Wealth, LLC | 3,411 | $107.6 萬 | 0.31% | 00.0% | 不變 |
| OneAscent Wealth Management LLC | 3,412 | $107.6 萬 | 0.36% | +40+1.2% | 加碼 |
| BlueSky Wealth Advisors, LLC | 3,416 | $107.8 萬 | 0.15% | −42−1.2% | 減碼 |
| Clune & Associates, Ltd. | 3,417 | $107.8 萬 | 0.27% | +255+8.1% | 加碼 |
| Bellevue Asset Management, LLC | 3,426 | $108.1 萬 | 0.50% | +10+0.3% | 加碼 |
| Rooted Wealth Advisors, Inc. | 3,489 | $108.2 萬 | 0.33% | +548+18.6% | 加碼 |
| Firethorn Wealth Partners, LLC | 3,430 | $108.2 萬 | 0.43% | +82+2.4% | 加碼 |
| ZRC Wealth Management, LLC | 3,430 | $108.2 萬 | 0.39% | +157+4.8% | 加碼 |
| Long Road Investment Counsel, LLC | 3,432 | $108.3 萬 | 0.38% | 00.0% | 不變 |
| Illumine Investment Management, LLC | 3,441 | $108.5 萬 | 0.77% | 00.0% | 不變 |
| IVC Wealth Advisors LLC | 3,442 | $108.6 萬 | 0.49% | +115+3.5% | 加碼 |
| KFA Private Wealth Group, LLC | 3,444 | $108.6 萬 | 0.31% | +346+11.2% | 加碼 |
| BankPlus Wealth Management LLC | 3,447 | $108.8 萬 | 0.64% | −89−2.5% | 減碼 |
| Willow Creek Wealth Management Inc. | 3,462 | $109.2 萬 | 0.09% | −13−0.4% | 減碼 |
| Millennium Capital Advisors, LLC | 3,463 | $109.2 萬 | 0.66% | −300−8.0% | 減碼 |
| Petra Financial Advisors Inc | 3,463 | $109.2 萬 | 0.64% | +2,434+236.5% | 加碼 |
| KFG Wealth Management, LLC | 3,468 | $109.4 萬 | 0.16% | +104+3.1% | 加碼 |
| Hidden Cove Wealth Management, LLC | 3,471 | $109.5 萬 | 0.72% | +518+17.5% | 加碼 |
| Humankind Investments LLC | 3,476 | $109.6 萬 | 0.25% | −128−3.6% | 減碼 |
| Henrickson Nauta Wealth Advisors, Inc. | 3,477 | $109.7 萬 | 0.35% | −130−3.6% | 減碼 |
| Bright Futures Wealth Management, LLC. | 3,486 | $109.9 萬 | 0.86% | +3,486 | 新進 |
| Firestone Capital Management | 3,493 | $110.2 萬 | 0.24% | +12+0.3% | 加碼 |
| WJ Interests, LLC | 3,498 | $110.3 萬 | 0.45% | 00.0% | 不變 |
| Maltin Wealth Management, Inc. | 3,502 | $110.5 萬 | 0.46% | +13+0.4% | 加碼 |
| Postrock Partners LLC | 3,502 | $110.5 萬 | 0.49% | 00.0% | 不變 |
| Capital Squared Financial LLC | 3,505 | $110.6 萬 | 0.96% | +214+6.5% | 加碼 |
| Hourglass Capital, LLC | 3,506 | $110.6 萬 | 0.25% | 00.0% | 不變 |
| Puff Wealth Management, LLC | 3,508 | $110.7 萬 | 1.68% | +220+6.7% | 加碼 |
| Wellspring Financial Advisors, LLC | 3,510 | $110.7 萬 | 0.10% | −956−21.4% | 減碼 |
| Harvest Investment Services, LLC | 3,511 | $110.8 萬 | 0.22% | +526+17.6% | 加碼 |
| Alpha Zero LLC | 3,515 | $110.9 萬 | 0.64% | +229+7.0% | 加碼 |
| Investor's Fiduciary Advisor Network, LLC | 3,519 | $111.0 萬 | 0.38% | 00.0% | 不變 |
| Griffith & Werner, Inc. | 3,508 | $111.2 萬 | 0.58% | +3,508 | 新進 |
| Fuller & Thaler Asset Management, Inc. | 3,529 | $111.3 萬 | 0.00% | 00.0% | 不變 |
| Diametric Capital, LP | 3,530 | $111.3 萬 | 0.41% | +3,530 | 新進 |
| Financial Advisory Corp | 3,553 | $112.1 萬 | 0.31% | +276+8.4% | 加碼 |
| Hanlon Investment Management, Inc. | 3,560 | $112.3 萬 | 0.67% | +811+29.5% | 加碼 |
| Old North State Wealth Management, LLC | 3,552 | $112.3 萬 | 0.53% | +241+7.3% | 加碼 |
| Lewis Asset Management, LLC | 3,563 | $112.4 萬 | 0.46% | +698+24.4% | 加碼 |
| Mascoma Wealth Management LLC | 3,563 | $112.4 萬 | 0.25% | +1,500+72.7% | 加碼 |
| Abound Wealth Management | 3,564 | $112.4 萬 | 0.28% | +98+2.8% | 加碼 |
| Gouws Capital LLC | 3,573 | $112.7 萬 | 0.62% | +140+4.1% | 加碼 |
| Magnolia Capital Management Ltd | 3,575 | $112.8 萬 | 0.87% | 00.0% | 不變 |
| 1776 Wealth LLC | 3,578 | $112.9 萬 | 0.44% | −101−2.7% | 減碼 |
| TFB Advisors LLC | 3,747 | $113.2 萬 | 0.33% | −2,815−42.9% | 減碼 |
| Coastwise Capital Group, LLC | 3,589 | $113.2 萬 | 0.80% | +51+1.4% | 加碼 |
| Grey Fox Wealth Advisors, LLC | 3,589 | $113.2 萬 | 0.23% | −18−0.5% | 減碼 |
| Truepoint, Inc. | 3,594 | $113.4 萬 | 0.03% | +368+11.4% | 加碼 |
| Summa Corp. | 3,600 | $113.6 萬 | 0.50% | 00.0% | 不變 |
| Stonekeep Investments, LLC | 3,601 | $113.6 萬 | 0.72% | +6+0.2% | 加碼 |
| Semus Wealth Partners LLC | 3,614 | $114.0 萬 | 0.65% | −69−1.9% | 減碼 |
| Eagle Bay Advisors LLC | 3,617 | $114.1 萬 | 0.90% | −1,452−28.6% | 減碼 |
| Rede Wealth, LLC | 3,617 | $114.1 萬 | 0.90% | +126+3.6% | 加碼 |
| ORG Partners LLC | 3,618 | $114.1 萬 | 0.21% | +138+4.0% | 加碼 |
| FSA Advisors, Inc. | 3,626 | $114.4 萬 | 0.91% | +642+21.5% | 加碼 |
| Port Capital LLC | 3,627 | $114.4 萬 | 0.05% | −129−3.4% | 減碼 |
| Tanager Wealth Management LLP | 3,632 | $114.6 萬 | 0.12% | +181+5.2% | 加碼 |
| William Mack & Associates, Inc. | 3,644 | $114.9 萬 | 0.62% | −148−3.9% | 減碼 |
| One Day In July LLC | 3,647 | $115.0 萬 | 0.10% | −307−7.8% | 減碼 |
| Howard Wealth Management, LLC | 3,669 | $115.8 萬 | 0.53% | −61−1.6% | 減碼 |
| Planning Center, Inc. | 3,678 | $116.0 萬 | 0.12% | +4+0.1% | 加碼 |
| Dougherty Wealth Advisers LLC | 3,684 | $116.2 萬 | 0.75% | −15−0.4% | 減碼 |
| Invenio Wealth Partners LLC | 3,685 | $116.2 萬 | 0.42% | −2−0.1% | 減碼 |
| Arkfeld Wealth Strategies, L.L.C. | 3,751 | $116.3 萬 | 0.42% | +8+0.2% | 加碼 |
| Polar Asset Management Partners Inc. | 3,688 | $116.3 萬 | 0.02% | +3,688 | 新進 |
| Santori & Peters | 3,693 | $116.5 萬 | 0.42% | +9+0.2% | 加碼 |
| Wealthcare Capital Partners, LLC | 3,693 | $116.5 萬 | 0.54% | +38+1.0% | 加碼 |
| Wescott Financial Advisory Group, LLC | 3,700 | $116.7 萬 | 0.10% | +735+24.8% | 加碼 |
| Ecofi Investissements SA | 3,700 | $116.7 萬 | 1.40% | −350−8.6% | 減碼 |
| a16z Perennial Management, L.P. | 3,704 | $116.8 萬 | 0.09% | +3,704 | 新進 |
| Permanent Capital Management, LP | 3,710 | $117.0 萬 | 0.22% | +3,710 | 新進 |