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 |
|---|---|---|---|---|---|
| MBE Wealth Management, LLC | 4,628 | $146.0 萬 | 0.63% | +990+27.2% | 加碼 |
| Matisse Capital | 4,631 | $146.1 萬 | 0.66% | 00.0% | 不變 |
| Campion Asset Management LLC | 4,632 | $146.1 萬 | 1.04% | −30−0.6% | 減碼 |
| Aspen Capital Management, LLC | 4,646 | $146.6 萬 | 0.37% | +330+7.6% | 加碼 |
| Wealthstream Advisors, Inc. | 4,658 | $146.9 萬 | 0.22% | +233+5.3% | 加碼 |
| Darden Wealth Group Inc | 4,657 | $146.9 萬 | 0.77% | −13−0.3% | 減碼 |
| RVW Wealth, LLC | 4,663 | $147.1 萬 | 0.11% | −52−1.1% | 減碼 |
| Kingdom Financial Group LLC. | 4,664 | $147.1 萬 | 0.90% | +2,510+116.5% | 加碼 |
| Grove Street Fiduciary, LLC | 4,673 | $147.4 萬 | 0.70% | 00.0% | 不變 |
| Proficio Capital Partners LLC | 4,680 | $147.6 萬 | 0.10% | −22,786−83.0% | 減碼 |
| Longfellow Investment Management Co LLC | 4,686 | $147.8 萬 | 0.35% | −93−1.9% | 減碼 |
| Francis Financial, Inc. | 3,358 | $147.9 萬 | 0.26% | +424+14.5% | 加碼 |
| Evanson Asset Management, LLC | 4,690 | $148.0 萬 | 0.09% | −971−17.2% | 減碼 |
| Leonard Rickey Investment Advisors P.L.L.C. | 4,695 | $148.1 萬 | 0.28% | −7−0.1% | 減碼 |
| Fiduciary Planning LLC | 4,713 | $148.7 萬 | 0.45% | +6+0.1% | 加碼 |
| Wagner Wealth Management, LLC | 4,715 | $148.7 萬 | 0.35% | −11−0.2% | 減碼 |
| TrueWealth Advisors, LLC | 4,716 | $148.8 萬 | 0.40% | −153−3.1% | 減碼 |
| BWM Planning, LLC | 4,749 | $149.8 萬 | 0.45% | +135+2.9% | 加碼 |
| Mainsail Financial Group, LLC | 4,749 | $149.8 萬 | 0.64% | +181+4.0% | 加碼 |
| Tectonic Advisors LLC | 4,762 | $150.2 萬 | 0.08% | −625−11.6% | 減碼 |
| Dempze Nancy E | 4,768 | $150.4 萬 | 0.83% | 00.0% | 不變 |
| Walkner Condon Financial Advisors LLC | 4,774 | $150.6 萬 | 0.24% | +504+11.8% | 加碼 |
| Morris Retirement Advisors, LLC | 4,779 | $150.8 萬 | 0.66% | −47−1.0% | 減碼 |
| Pasadena Private Wealth, LLC | 4,783 | $150.9 萬 | 0.22% | −41−0.8% | 減碼 |
| Helen Stephens Group, LLC | 4,785 | $150.9 萬 | 0.34% | −16−0.3% | 減碼 |
| Red Wave Investments LLC | 4,786 | $151.0 萬 | 0.46% | −14−0.3% | 減碼 |
| Spectrum Strategic Capital Management, LLC | 4,789 | $151.1 萬 | 0.90% | −88−1.8% | 減碼 |
| Retirement Planning Co of New England, Inc. | 4,799 | $151.4 萬 | 0.61% | +91+1.9% | 加碼 |
| Ipsen Advisor Group LLC | 4,802 | $151.5 萬 | 1.09% | −198−4.0% | 減碼 |
| Leo Wealth, LLC | 4,803 | $151.5 萬 | 0.20% | −4,950−50.8% | 減碼 |
| Mattern Capital Management, LLC | 4,819 | $152.0 萬 | 0.18% | +350+7.8% | 加碼 |
| Centennial Bank | 4,824 | $152.2 萬 | 0.60% | −4,354−47.4% | 減碼 |
| Matauro, LLC | 4,824 | $152.2 萬 | 0.24% | +2,596+116.5% | 加碼 |
| Paladin Wealth, LLC | 4,835 | $152.5 萬 | 1.11% | −175−3.5% | 減碼 |
| Severin Investments, LLC | 4,849 | $153.0 萬 | 1.36% | −401−7.6% | 減碼 |
| GatePass Capital, LLC | 4,849 | $153.0 萬 | 0.88% | +8+0.2% | 加碼 |
| Philo Smith Capital Corp | 4,850 | $153.0 萬 | 0.43% | 00.0% | 不變 |
| Taylor Hoffman Capital Management LLC | 4,853 | $153.1 萬 | 0.48% | −44−0.9% | 減碼 |
| Armstrong Advisory Group, Inc | 4,865 | $153.5 萬 | 0.11% | +58+1.2% | 加碼 |
| Crown Wealth Group, LLC | 4,872 | $153.7 萬 | 0.46% | +547+12.6% | 加碼 |
| Maxele Advisors, LLC | 4,874 | $153.7 萬 | 1.33% | +10.0% | 加碼 |
| Blalock Williams, LLC | 4,886 | $154.1 萬 | 1.35% | +209+4.5% | 加碼 |
| Shelton Wealth Management, LLC | 4,888 | $154.2 萬 | 0.72% | −12−0.2% | 減碼 |
| PFW Advisors LLC | 4,888 | $154.2 萬 | 0.46% | 00.0% | 不變 |
| Peregrine Asset Advisers, Inc. | 4,891 | $154.3 萬 | 0.46% | 00.0% | 不變 |
| Voisard Asset Management Group, Inc. | 4,898 | $154.5 萬 | 0.36% | +56+1.2% | 加碼 |
| Liberty Wealth Management LLC | 4,899 | $154.5 萬 | 0.22% | −31−0.6% | 減碼 |
| Cambridge Advisors Inc. | 4,926 | $155.4 萬 | 0.30% | −100−2.0% | 減碼 |
| Insight Advisors, LLC | 4,924 | $155.4 萬 | 0.24% | −75−1.5% | 減碼 |
| Willner & Heller, LLC | 4,937 | $155.7 萬 | 1.20% | −49−1.0% | 減碼 |
| McDonough Capital Management, Inc | 4,941 | $155.9 萬 | 0.78% | +111+2.3% | 加碼 |
| Portus Wealth Advisors, LLC | 4,941 | $155.9 萬 | 1.55% | +4,941 | 新進 |
| Benson Investment Management Company, Inc. | 4,950 | $156.1 萬 | 0.53% | 00.0% | 不變 |
| Aventura Private Wealth, LLC | 4,952 | $156.2 萬 | 0.58% | +363+7.9% | 加碼 |
| Kohmann Bosshard Financial Services, LLC | 4,958 | $156.4 萬 | 0.16% | +348+7.5% | 加碼 |
| Mfg Wealth Management, Inc. | 4,967 | $156.7 萬 | 1.18% | −1,033−17.2% | 減碼 |
| Eldridge Investment Advisors, Inc. | 4,971 | $156.8 萬 | 0.36% | 00.0% | 不變 |
| McHugh Group, LLC | 4,975 | $156.9 萬 | 0.94% | 00.0% | 不變 |
| Westhampton Capital, LLC | 4,991 | $157.4 萬 | 0.77% | +52+1.1% | 加碼 |
| FNY Investment Advisers, LLC | 5,000 | $157.7 萬 | 0.51% | −1,750−25.9% | 減碼 |
| Bayview Asset Management, LLC | 5,000 | $157.7 萬 | 1.21% | −4,000−44.4% | 減碼 |
| Holowesko Partners Ltd. | 5,000 | $157.7 萬 | 0.58% | 00.0% | 不變 |
| JBF Capital, Inc. | 5,000 | $157.7 萬 | 0.22% | 00.0% | 不變 |
| Oxler Private Wealth LLC | 5,001 | $157.8 萬 | 0.46% | +21+0.4% | 加碼 |
| Delphi Management Inc | 5,009 | $158.0 萬 | 1.47% | −417−7.7% | 減碼 |
| Bulltick Wealth Management, LLC | 5,011 | $158.1 萬 | 0.37% | −2,373−32.1% | 減碼 |
| CJM Wealth Advisers, Ltd. | 5,020 | $158.4 萬 | 0.49% | +1,131+29.1% | 加碼 |
| Beaumont Asset Management, L.L.C. | 5,028 | $158.6 萬 | 0.80% | +4+0.1% | 加碼 |
| All Terrain Financial Advisors, LLC | 5,030 | $158.7 萬 | 0.51% | −506−9.1% | 減碼 |
| Round Rock Advisors, LLC | 5,030 | $158.7 萬 | 0.25% | +17+0.3% | 加碼 |
| Garde Capital, Inc. | 5,035 | $158.8 萬 | 0.08% | +43+0.9% | 加碼 |
| Smith Thornton Advisors LLC | 5,036 | $158.8 萬 | 0.83% | +126+2.6% | 加碼 |
| Great Point Wealth Advisors, LLC | 5,037 | $158.9 萬 | 0.30% | +5,037 | 新進 |
| Viawealth, LLC | 5,038 | $158.9 萬 | 0.87% | −52−1.0% | 減碼 |
| Womack Financial LLC | 5,042 | $159.0 萬 | 1.21% | −592−10.5% | 減碼 |
| Elgethun Capital Management | 5,098 | $159.3 萬 | 0.29% | +196+4.0% | 加碼 |
| Park Capital Management, LLC | 5,058 | $159.5 萬 | 1.28% | −133−2.6% | 減碼 |
| Beirne Wealth Consulting Services, LLC | 5,056 | $159.5 萬 | 0.38% | +3,029+149.4% | 加碼 |
| Weinberger Asset Management, Inc | 5,086 | $160.4 萬 | 0.58% | +22+0.4% | 加碼 |
| State of Wyoming | 5,091 | $160.6 萬 | 0.18% | −149−2.8% | 減碼 |
| Cross Staff Investments Inc | 5,099 | $160.8 萬 | 1.12% | −80−1.5% | 減碼 |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 5,100 | $160.9 萬 | 0.06% | −900−15.0% | 減碼 |
| Sterneck Capital Management, LLC | 5,109 | $161.2 萬 | 0.75% | −28−0.5% | 減碼 |
| Benchmark Financial Wealth Advisors, LLC | 5,111 | $161.2 萬 | 0.49% | −4−0.1% | 減碼 |
| Heritage Investment Group, Inc. | 5,112 | $161.2 萬 | 0.26% | +240+4.9% | 加碼 |
| Wallington Asset Management, LLC | 5,129 | $161.8 萬 | 0.21% | +142+2.8% | 加碼 |
| New Covenant Trust Company, N.A. | 5,130 | $161.8 萬 | 1.51% | −819−13.8% | 減碼 |
| Evergreen Wealth Solutions, LLC | 5,130 | $161.8 萬 | 0.91% | −31−0.6% | 減碼 |
| Black Swift Group, LLC | 5,140 | $162.1 萬 | 0.29% | −600−10.5% | 減碼 |
| Uniting Wealth Partners, LLC | 5,144 | $162.3 萬 | 0.38% | +1,854+56.4% | 加碼 |
| Canandaigua National Trust Co of Florida | 5,149 | $162.4 萬 | 1.29% | −114−2.2% | 減碼 |
| Spinnaker Investment Group, LLC | 5,149 | $162.4 萬 | 0.31% | +242+4.9% | 加碼 |
| DMG Group, LLC | 5,153 | $162.5 萬 | 1.12% | −13−0.3% | 減碼 |
| LS Investment Advisors, LLC | 5,156 | $162.6 萬 | 0.23% | −10,404−66.9% | 減碼 |
| Guardian Asset Advisors, LLC | 5,149 | $162.7 萬 | 0.88% | +6+0.1% | 加碼 |
| Madison Wealth Partners, Inc | 5,175 | $163.2 萬 | 0.32% | −97−1.8% | 減碼 |
| Dogwood Wealth Management LLC | 5,178 | $163.3 萬 | 0.74% | −849−14.1% | 減碼 |
| Hurlow Wealth Management Group, Inc. | 5,190 | $163.7 萬 | 0.42% | −634−10.9% | 減碼 |
| Arthur M. Cohen & Associates, LLC | 5,195 | $163.9 萬 | 0.28% | −31−0.6% | 減碼 |
| Salomon & Ludwin, LLC | 5,289 | $164.0 萬 | 0.15% | +384+7.8% | 加碼 |