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 |
|---|---|---|---|---|---|
| KDT Advisors, LLC | 3,712 | $117.1 萬 | 1.71% | 00.0% | 不變 |
| Tranquilli Financial Advisor LLC | 3,712 | $117.1 萬 | 0.69% | +103+2.9% | 加碼 |
| Deseret Mutual Benefit Administrators | 3,713 | $117.1 萬 | 0.49% | −470−11.2% | 減碼 |
| Jacobson & Schmitt Advisors, LLC | 3,713 | $117.1 萬 | 0.20% | +1,698+84.3% | 加碼 |
| NCP Inc. | 3,719 | $117.3 萬 | 0.87% | +10.0% | 加碼 |
| Compass Ion Advisors, LLC | 3,719 | $117.3 萬 | 0.11% | +195+5.5% | 加碼 |
| Holland Advisory Services, Inc. | 3,723 | $117.4 萬 | 1.61% | +2+0.1% | 加碼 |
| City National Bank of Florida | 3,732 | $117.7 萬 | 0.78% | +281+8.1% | 加碼 |
| Opal Wealth Advisors, LLC | 3,735 | $117.8 萬 | 0.33% | −89−2.3% | 減碼 |
| Watershed Private Wealth LLC | 3,741 | $118.0 萬 | 0.37% | 00.0% | 不變 |
| Accredited Wealth Management, LLC | 303 | $118.1 萬 | 0.93% | −3,520−92.1% | 減碼 |
| Mayfair Advisory Group, LLC | 3,755 | $118.4 萬 | 0.51% | +37+1.0% | 加碼 |
| Galibier Capital Management Ltd. | 3,760 | $118.6 萬 | 0.40% | 00.0% | 不變 |
| Disciplined Equity Management, Inc. | 3,763 | $118.7 萬 | 0.65% | 00.0% | 不變 |
| Indie Asset Partners, LLC | 3,764 | $118.7 萬 | 1.58% | −39−1.0% | 減碼 |
| Per Stirling Capital Management, LLC. | 3,764 | $118.7 萬 | 0.14% | +62+1.7% | 加碼 |
| Harbor Group, Inc. | 3,765 | $118.8 萬 | 0.19% | −226−5.7% | 減碼 |
| Victory Financial Group, LLC | 3,768 | $118.9 萬 | 0.16% | −520−12.1% | 減碼 |
| Rational Advisors LLC | 3,769 | $118.9 萬 | 0.12% | +111+3.0% | 加碼 |
| Tributary Capital Management, LLC | 3,770 | $118.9 萬 | 0.11% | −205−5.2% | 減碼 |
| Flagstone Financial Management | 3,781 | $119.3 萬 | 0.31% | 00.0% | 不變 |
| Litman Gregory Asset Management LLC | 3,795 | $119.7 萬 | 0.09% | 00.0% | 不變 |
| Fiducient Advisors LLC | 3,798 | $119.8 萬 | 0.14% | +477+14.4% | 加碼 |
| Curtis Advisory Group, LLC | 3,800 | $119.9 萬 | 0.27% | 00.0% | 不變 |
| PSI Advisors, LLC | 3,804 | $120.0 萬 | 0.31% | −280−6.9% | 減碼 |
| BLI - Banque de Luxembourg Investments | 3,800 | $120.1 萬 | 0.03% | 00.0% | 不變 |
| Rise Advisors, LLC | 3,806 | $120.1 萬 | 0.43% | +144+3.9% | 加碼 |
| Prasad Wealth Partners, LLC | 3,807 | $120.1 萬 | 0.33% | −292−7.1% | 減碼 |
| Vawter Financial, Ltd. | 3,808 | $120.1 萬 | 0.55% | +2,877+309.0% | 加碼 |
| CBIZ Investment Advisory Services, LLC | 3,810 | $120.2 萬 | 0.05% | +2,477+185.8% | 加碼 |
| Blue Bell Private Wealth Management, LLC | 3,810 | $120.2 萬 | 0.18% | +163+4.5% | 加碼 |
| Pine Haven Investment Counsel, Inc | 3,816 | $120.4 萬 | 0.87% | −70−1.8% | 減碼 |
| QVR LLC | 3,818 | $120.4 萬 | 1.46% | +2,299+151.3% | 加碼 |
| Pacific Point Advisors, LLC | 3,823 | $120.6 萬 | 0.70% | 00.0% | 不變 |
| Blue Rock Wealth Management LLC | 3,846 | $120.7 萬 | 0.75% | +287+8.1% | 加碼 |
| Eubel Brady & Suttman Asset Management Inc | 3,825 | $120.7 萬 | 0.14% | −593−13.4% | 減碼 |
| Cultivar Capital, Inc. | 3,832 | $120.9 萬 | 0.81% | 00.0% | 不變 |
| Warwick Investment Management, Inc. | 3,835 | $121.0 萬 | 0.21% | +319+9.1% | 加碼 |
| Bravias Capital Group, LLC | 3,836 | $121.0 萬 | 0.81% | −441−10.3% | 減碼 |
| Creekmur Asset Management LLC | 3,839 | $121.1 萬 | 0.20% | −1,720−30.9% | 減碼 |
| Goldstream Capital Management Ltd | 3,841 | $121.2 萬 | 0.43% | 00.0% | 不變 |
| LCM Capital Management Inc | 3,847 | $121.4 萬 | 0.58% | 00.0% | 不變 |
| Mainsail Asset Management, LLC | 3,849 | $121.4 萬 | 0.53% | +2,342+155.4% | 加碼 |
| Affinity Capital Advisors, LLC | 3,948 | $121.4 萬 | 0.19% | −298−7.0% | 減碼 |
| USA Financial Portformulas Corp | 3,857 | $121.7 萬 | 0.21% | +3,857 | 新進 |
| EdgeRock Capital LLC | 3,860 | $121.8 萬 | 0.34% | +449+13.2% | 加碼 |
| Hoxton Planning & Management, LLC | 3,868 | $122.0 萬 | 0.39% | −11−0.3% | 減碼 |
| Saturna Capital CORP | 3,873 | $122.2 萬 | 0.02% | +1,000+34.8% | 加碼 |
| Kingsman Wealth Management, Inc. | 3,873 | $122.2 萬 | 0.68% | −154−3.8% | 減碼 |
| North Capital, Inc. | 3,883 | $122.5 萬 | 0.95% | +206+5.6% | 加碼 |
| Summitry LLC | 3,886 | $122.6 萬 | 0.05% | +857+28.3% | 加碼 |
| Cyr Financial Inc. | 3,889 | $122.7 萬 | 0.84% | +290+8.1% | 加碼 |
| Clark & Stuart, Inc | 3,896 | $122.9 萬 | 0.88% | +207+5.6% | 加碼 |
| Total Investment Management Inc | 3,908 | $123.3 萬 | 0.16% | −10−0.3% | 減碼 |
| Fiduciary Financial Group, LLC | 3,909 | $123.3 萬 | 0.19% | −60−1.5% | 減碼 |
| Elm Partners Management LLC | 3,910 | $123.3 萬 | 0.06% | +3,910 | 新進 |
| Cascade Financial Partners, LLC | 3,912 | $123.4 萬 | 0.14% | +300+8.3% | 加碼 |
| Warren Street Wealth Advisors, LLC | 3,912 | $123.4 萬 | 0.37% | −5−0.1% | 減碼 |
| Wimmer Associates 1, LLC | 3,920 | $123.6 萬 | 0.59% | 00.0% | 不變 |
| BluePath Capital Management, LLC | 3,921 | $123.7 萬 | 0.90% | +226+6.1% | 加碼 |
| Market Street Wealth Management Advisors LLC | 3,922 | $123.7 萬 | 0.20% | +18+0.5% | 加碼 |
| Riverview Trust Co | 3,936 | $124.2 萬 | 1.50% | 00.0% | 不變 |
| Hardin Capital Partners, LLC | 3,949 | $124.6 萬 | 0.67% | +37+0.9% | 加碼 |
| Avantra Family Wealth, Inc. | 3,957 | $124.8 萬 | 0.93% | 00.0% | 不變 |
| GenWealth Group, Inc. | 3,958 | $124.8 萬 | 0.23% | −47−1.2% | 減碼 |
| Roberts Glore & Co Inc | 3,962 | $125.0 萬 | 0.34% | −232−5.5% | 減碼 |
| NBZ Investment Advisors LLC | 3,962 | $125.0 萬 | 0.65% | −37−0.9% | 減碼 |
| Safeguard Investment Advisory Group, LLC | 3,967 | $125.1 萬 | 0.31% | −36−0.9% | 減碼 |
| LeConte Wealth Management, LLC | 3,971 | $125.3 萬 | 0.84% | +781+24.5% | 加碼 |
| Shulman DeMeo Asset Management LLC | 3,976 | $125.4 萬 | 0.29% | −20−0.5% | 減碼 |
| Tillman Hartley LLC | 3,978 | $125.5 萬 | 0.32% | −31−0.8% | 減碼 |
| Ardent Capital Management, Inc. | 3,984 | $125.7 萬 | 0.53% | −2−0.1% | 減碼 |
| Fiduciary Wealth Partners, LLC | 3,984 | $125.7 萬 | 0.53% | +2,302+136.9% | 加碼 |
| Sterling Group Wealth Management, LLC | 3,985 | $125.7 萬 | 0.62% | +10.0% | 加碼 |
| Mayport, LLC | 3,990 | $125.9 萬 | 0.27% | +138+3.6% | 加碼 |
| Fedenia Advisers LLC | 3,992 | $125.9 萬 | 0.50% | +1,318+49.3% | 加碼 |
| Parsonex Advisory Services, Inc. | 3,993 | $126.0 萬 | 0.86% | −2−0.1% | 減碼 |
| Greenhaven Associates Inc大師Greenhaven | 4,000 | $126.2 萬 | 0.02% | −1,000−20.0% | 減碼 |
| Wendell David Associates Inc | 4,000 | $126.2 萬 | 0.12% | 00.0% | 不變 |
| Challenger Wealth Management | 4,001 | $126.2 萬 | 0.99% | −453−10.2% | 減碼 |
| Advance Capital Management, Inc. | 4,003 | $126.3 萬 | 0.05% | +199+5.2% | 加碼 |
| Hollow Brook Wealth Management LLC | 4,003 | $126.3 萬 | 0.30% | +1,411+54.4% | 加碼 |
| M3 Advisory Group, LLC | 4,020 | $126.8 萬 | 0.79% | +40+1.0% | 加碼 |
| Flagship Wealth Advisors, LLC | 4,023 | $126.9 萬 | 0.42% | +386+10.6% | 加碼 |
| Doheny Asset Management | 4,024 | $126.9 萬 | 0.81% | 00.0% | 不變 |
| Hopwood Financial Services, Inc. | 4,025 | $127.0 萬 | 0.85% | −15−0.4% | 減碼 |
| Emerald Advisors, LLC | 4,031 | $127.2 萬 | 0.17% | +118+3.0% | 加碼 |
| Consilio Wealth Advisors, LLC | 4,046 | $127.6 萬 | 0.42% | +105+2.7% | 加碼 |
| Garrett Wealth Advisory Group, LLC | 4,047 | $127.6 萬 | 0.25% | +3+0.1% | 加碼 |
| Tripletail Wealth Management, LLC | 4,127 | $127.8 萬 | 1.51% | +396+10.6% | 加碼 |
| D.B. Root & Company, LLC | 4,055 | $127.9 萬 | 0.32% | −211−4.9% | 減碼 |
| Tikehau Investment Management | 4,070 | $128.4 萬 | 1.88% | 00.0% | 不變 |
| TSFG, LLC | 4,070 | $128.4 萬 | 0.20% | +106+2.7% | 加碼 |
| Elite Wealth Management, Inc. | 4,075 | $128.5 萬 | 0.33% | +3,302+427.2% | 加碼 |
| Probity Advisors, Inc. | 4,079 | $128.7 萬 | 0.21% | −371−8.3% | 減碼 |
| CM Wealth Advisors LLC | 4,083 | $128.8 萬 | 0.34% | 00.0% | 不變 |
| Gibraltar Capital Management, Inc. | 4,084 | $128.8 萬 | 0.23% | −150−3.5% | 減碼 |
| MFA Wealth Services | 4,085 | $128.8 萬 | 0.89% | +42+1.0% | 加碼 |
| Balance Wealth, LLC | 4,088 | $128.9 萬 | 0.32% | +182+4.7% | 加碼 |
| R.H. Dinel Investment Counsel, Inc. | 4,092 | $129.1 萬 | 0.83% | −125−3.0% | 減碼 |