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 |
|---|---|---|---|---|---|
| Davidson Investment Advisors | 4,093 | $129.1 萬 | 0.05% | 00.0% | 不變 |
| Discipline Wealth Solutions, LLC | 4,097 | $129.2 萬 | 0.34% | 00.0% | 不變 |
| Carlson Capital L P | 4,100 | $129.3 萬 | 0.73% | +4,100 | 新進 |
| Michael B. Yongue | 4,103 | $129.4 萬 | 0.91% | +181+4.6% | 加碼 |
| Narus Financial Partners, LLC | 4,107 | $129.5 萬 | 0.35% | +44+1.1% | 加碼 |
| Cardinal Strategic Wealth Guidance | 4,115 | $129.8 萬 | 0.35% | 00.0% | 不變 |
| Blake Schutter Theil Wealth Advisors, LLC | 4,117 | $129.9 萬 | 1.28% | −316−7.1% | 減碼 |
| Kaydan Wealth Management, Inc. | 4,118 | $129.9 萬 | 0.37% | +14+0.3% | 加碼 |
| Riversedge Advisors, LLC | 4,120 | $130.0 萬 | 0.22% | +970+30.8% | 加碼 |
| Capital Management Associates, Inc | 4,121 | $130.0 萬 | 0.35% | +10.0% | 加碼 |
| Investment Advisory Group, LLC | 4,124 | $130.1 萬 | 0.35% | +12+0.3% | 加碼 |
| Retirement Income Solutions, Inc | 4,131 | $130.3 萬 | 0.22% | +32+0.8% | 加碼 |
| Elwood & Goetz Wealth Advisory Group, LLC | 4,139 | $130.6 萬 | 0.25% | +1,028+33.0% | 加碼 |
| Merrion Investment Management Co, LLC | 4,144 | $130.7 萬 | 0.75% | 00.0% | 不變 |
| O'Brien Wealth Partners LLC | 4,145 | $130.7 萬 | 0.18% | +2,953+247.7% | 加碼 |
| Woodward Financial Advisors, Inc. | 4,153 | $131.0 萬 | 0.50% | 00.0% | 不變 |
| Operose Advisors LLC | 4,155 | $131.1 萬 | 0.33% | −225−5.1% | 減碼 |
| Goldstein Advisors, LLC | 4,156 | $131.1 萬 | 0.16% | +55+1.3% | 加碼 |
| BCM Advisors, LLC | 4,293 | $131.1 萬 | 0.26% | 00.0% | 不變 |
| BridgePort Financial Solutions, LLC | 4,157 | $131.1 萬 | 0.35% | +574+16.0% | 加碼 |
| GSG Advisors LLC | 4,220 | $131.1 萬 | 0.35% | +20.0% | 加碼 |
| S.A. Mason LLC | 4,158 | $131.2 萬 | 0.58% | 00.0% | 不變 |
| Landaas & Co | 4,171 | $131.6 萬 | 0.30% | +4+0.1% | 加碼 |
| Single Point Partners, LLC | 4,172 | $131.6 萬 | 0.27% | −631−13.1% | 減碼 |
| Sage Private Wealth Group, LLC | 4,183 | $131.9 萬 | 0.73% | −291−6.5% | 減碼 |
| GGM Financials LLC | 4,183 | $131.9 萬 | 0.67% | +222+5.6% | 加碼 |
| Lumbard & Kellner, LLC | 4,184 | $132.0 萬 | 0.49% | 00.0% | 不變 |
| RWM Asset Management, LLC | 4,184 | $132.0 萬 | 0.16% | +85+2.1% | 加碼 |
| Curated Wealth Partners LLC | 4,186 | $132.0 萬 | 0.16% | −363−8.0% | 減碼 |
| Bluesphere Advisors, LLC | 4,191 | $132.2 萬 | 0.61% | +38+0.9% | 加碼 |
| Taylor Financial Group, Inc. | 4,192 | $132.2 萬 | 0.76% | 00.0% | 不變 |
| Alliance Wealth Advisors, LLC | 4,202 | $132.5 萬 | 0.66% | −7−0.2% | 減碼 |
| Next Capital Management LLC | 4,205 | $132.6 萬 | 0.44% | −5,439−56.4% | 減碼 |
| Fourth Dimension Wealth, LLC | 4,227 | $133.3 萬 | 0.51% | −5−0.1% | 減碼 |
| Archetype Wealth Partners | 4,229 | $133.4 萬 | 0.17% | +960+29.4% | 加碼 |
| Alliance Wealth Management Group | 4,238 | $133.7 萬 | 0.30% | −108−2.5% | 減碼 |
| Tevis Investment Management | 4,238 | $133.7 萬 | 0.80% | +34+0.8% | 加碼 |
| Cadent Capital Advisors, LLC | 4,249 | $134.0 萬 | 0.36% | +2,393+128.9% | 加碼 |
| Center For Asset Management LLC | 4,249 | $134.0 萬 | 0.72% | −21−0.5% | 減碼 |
| New Vernon Investment Management LLC | 4,253 | $134.2 萬 | 1.25% | 00.0% | 不變 |
| Poehling Capital Management, LLC | 4,255 | $134.2 萬 | 0.28% | +10.0% | 加碼 |
| Secure Asset Management, LLC | 4,333 | $134.6 萬 | 0.22% | −981−18.5% | 減碼 |
| Towercrest Capital Management | 4,269 | $134.7 萬 | 0.22% | −108−2.5% | 減碼 |
| WNY Asset Management, LLC | 4,277 | $134.9 萬 | 0.13% | −618−12.6% | 減碼 |
| Willis Johnson & Associates, Inc. | 4,291 | $135.4 萬 | 0.08% | −463−9.7% | 減碼 |
| Palo Alto Wealth Advisors, LLC | 4,290 | $135.4 萬 | 0.39% | +180+4.4% | 加碼 |
| Sachetta, LLC | 4,298 | $135.6 萬 | 0.50% | −223−4.9% | 減碼 |
| Hassell Wealth Management, LLC | 4,303 | $135.7 萬 | 0.47% | +3+0.1% | 加碼 |
| Twin Focus Capital Partners, LLC | 4,304 | $135.8 萬 | 0.17% | +182+4.4% | 加碼 |
| Virtu Financial LLC | 4,304 | $135.8 萬 | 0.08% | −14,263−76.8% | 減碼 |
| Custom Index Systems, LLC | 4,311 | $136.0 萬 | 0.40% | +422+10.9% | 加碼 |
| Vista Capital Partners, Inc. | 4,313 | $136.0 萬 | 0.14% | +281+7.0% | 加碼 |
| Whitaker-Myers Wealth Managers, LTD. | 4,342 | $136.9 萬 | 0.30% | −4,221−49.3% | 減碼 |
| Hamilton Wealth, LLC | 4,343 | $137.0 萬 | 0.29% | +6+0.1% | 加碼 |
| Summit Wealth Partners, LLC | 4,345 | $137.1 萬 | 0.25% | +10.0% | 加碼 |
| Hutchinson Capital Management | 4,346 | $137.1 萬 | 0.24% | −510−10.5% | 減碼 |
| Ellevest, Inc. | 4,351 | $137.2 萬 | 0.20% | +654+17.7% | 加碼 |
| Clear Street Markets LLC | 4,363 | $137.6 萬 | 0.45% | +2,829+184.4% | 加碼 |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 4,365 | $137.7 萬 | 0.11% | −11−0.3% | 減碼 |
| Luts & Greenleigh Group, Inc | 4,378 | $138.1 萬 | 1.24% | −35−0.8% | 減碼 |
| California First Leasing Corp | 4,380 | $138.2 萬 | 0.51% | 00.0% | 不變 |
| Lakeshore Capital Group, Inc. | 4,381 | $138.2 萬 | 1.12% | +58+1.3% | 加碼 |
| Fca Corp | 4,381 | $138.2 萬 | 0.38% | −20−0.5% | 減碼 |
| Skba Capital Management LLC | 4,387 | $138.4 萬 | 0.19% | 00.0% | 不變 |
| Clearwater Capital Advisors, LLC | 4,400 | $138.8 萬 | 0.12% | +18+0.4% | 加碼 |
| Borer Denton & Associates, Inc. | 4,404 | $138.9 萬 | 0.46% | 00.0% | 不變 |
| Alan B. Lancz & Associates, Inc. | 4,406 | $139.0 萬 | 1.26% | −50−1.1% | 減碼 |
| 49 Wealth Management, LLC | 4,411 | $139.1 萬 | 0.13% | +35+0.8% | 加碼 |
| Thomas Story & Son LLC | 4,412 | $139.2 萬 | 0.51% | +472+12.0% | 加碼 |
| Second Half Financial Partners, LLC | 4,429 | $139.7 萬 | 0.62% | +164+3.8% | 加碼 |
| TPG Advisors LLC | 4,434 | $139.9 萬 | 0.92% | +3+0.1% | 加碼 |
| Reynders McVeigh Capital Management, LLC | 4,438 | $140.0 萬 | 0.07% | +203+4.8% | 加碼 |
| Gemmer Asset Management LLC | 4,476 | $141.2 萬 | 0.11% | −57−1.3% | 減碼 |
| First National Corp | 4,556 | $141.6 萬 | 0.27% | +151+3.4% | 加碼 |
| Stance Capital LLC | 4,491 | $141.7 萬 | 0.52% | −4,156−48.1% | 減碼 |
| Wayfinding Financial, LLC | 4,495 | $141.7 萬 | 0.61% | −3−0.1% | 減碼 |
| Enclave Advisors LLC | 4,508 | $142.2 萬 | 0.22% | −209−4.4% | 減碼 |
| Hara Capital LLC | 4,511 | $142.3 萬 | 0.84% | −120−2.6% | 減碼 |
| Eagle Harbor Asset Management Inc | 4,511 | $142.3 萬 | 1.24% | +473+11.7% | 加碼 |
| Sykon Capital LLC | 4,512 | $142.3 萬 | 0.47% | +463+11.4% | 加碼 |
| Creative Financial Designs Inc | 4,515 | $142.4 萬 | 0.10% | −381−7.8% | 減碼 |
| Silverlake Wealth Management LLC | 4,528 | $142.8 萬 | 0.35% | +251+5.9% | 加碼 |
| Keyvantage Wealth, LLC | 4,529 | $142.8 萬 | 0.60% | −30−0.7% | 減碼 |
| Pandora Wealth, Inc. | 4,549 | $143.5 萬 | 0.87% | −564−11.0% | 減碼 |
| Peck Wealth Management, LLC | 4,552 | $143.6 萬 | 1.37% | +4,552 | 新進 |
| McDaniel Terry & Co | 4,558 | $143.8 萬 | 0.12% | −1,187−20.7% | 減碼 |
| Stephenson National Bank & Trust | 4,563 | $143.9 萬 | 0.44% | −421−8.4% | 減碼 |
| Diversified Portfolios, Inc. | 4,570 | $144.2 萬 | 0.13% | +493+12.1% | 加碼 |
| Avalon Trust Co | 4,571 | $144.2 萬 | 0.09% | +608+15.3% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 4,587 | $144.7 萬 | 0.03% | +1,427+45.2% | 加碼 |
| Great Oak Capital Partners, LLC | 4,662 | $144.9 萬 | 0.38% | +123+2.7% | 加碼 |
| CWS Financial Advisors, LLC | 4,596 | $145.0 萬 | 0.40% | +10.0% | 加碼 |
| Highland Financial Advisors, LLC | 4,598 | $145.0 萬 | 0.42% | +78+1.7% | 加碼 |
| Full Sail Capital, LLC | 4,604 | $145.2 萬 | 0.08% | +40+0.9% | 加碼 |
| Fairtree Asset Management (Pty) Ltd | 4,609 | $145.4 萬 | 0.95% | +1,316+40.0% | 加碼 |
| Almanack Investment Partners, LLC. | 4,610 | $145.4 萬 | 0.22% | −982−17.6% | 減碼 |
| Windsor Advisory Group, LLC | 4,615 | $145.6 萬 | 1.29% | −1,323−22.3% | 減碼 |
| Smart Portfolios, LLC | 4,620 | $145.7 萬 | 1.41% | −299−6.1% | 減碼 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 4,620 | $145.7 萬 | 0.35% | +1,420+44.4% | 加碼 |
| Whelan Financial | 4,622 | $145.8 萬 | 0.46% | +1,146+33.0% | 加碼 |