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 |
|---|---|---|---|---|---|
| Lionsbridge Wealth Management LLC | 5,210 | $164.3 萬 | 1.62% | +75+1.5% | 加碼 |
| Stevens Capital Management LP | 5,212 | $164.4 萬 | 0.22% | −984−15.9% | 減碼 |
| Fairvoy Private Wealth, LLC | 5,222 | $164.7 萬 | 0.38% | −167−3.1% | 減碼 |
| Keebeck Wealth Management, LLC | 5,226 | $164.8 萬 | 0.19% | +392+8.1% | 加碼 |
| A4 Wealth Advisors LLC | 5,228 | $164.9 萬 | 1.39% | +5,228 | 新進 |
| Richardson Financial Services Inc. | 5,230 | $165.0 萬 | 1.02% | +170+3.4% | 加碼 |
| McAdam, LLC | 5,233 | $165.1 萬 | 0.08% | +240+4.8% | 加碼 |
| Horizon Wealth Management, LLC | 5,238 | $165.2 萬 | 0.24% | −4−0.1% | 減碼 |
| Rainier Family Wealth Inc | 5,242 | $165.3 萬 | 1.47% | −520−9.0% | 減碼 |
| Ami Asset Management Corp | 5,261 | $165.9 萬 | 0.09% | −28−0.5% | 減碼 |
| Portland Global Advisors LLC | 5,262 | $166.0 萬 | 0.19% | +61+1.2% | 加碼 |
| Hofer & Associates. Inc | 5,263 | $166.0 萬 | 0.95% | +28+0.5% | 加碼 |
| KilterHowling LLC | 5,268 | $166.2 萬 | 0.93% | +53+1.0% | 加碼 |
| Sulzberger Capital Advisors, Inc. | 5,272 | $166.3 萬 | 1.85% | −500−8.7% | 減碼 |
| Fortress Private Ledger, LLC | 5,273 | $166.3 萬 | 0.61% | +50+1.0% | 加碼 |
| Latitude Advisors, LLC | 5,279 | $166.5 萬 | 0.76% | +131+2.5% | 加碼 |
| Centerpoint Advisors, LLC | 5,283 | $166.6 萬 | 0.52% | +105+2.0% | 加碼 |
| BCJ Capital Management, LLC | 5,286 | $166.7 萬 | 0.10% | +395+8.1% | 加碼 |
| Up Strategic Wealth Investment Advisors LLC | 5,459 | $166.9 萬 | 1.25% | −175−3.1% | 減碼 |
| Councilmark Asset Management, LLC | 5,293 | $167.0 萬 | 0.96% | 00.0% | 不變 |
| Truvestments Capital LLC | 5,303 | $167.3 萬 | 0.30% | +264+5.2% | 加碼 |
| Kennedy Investment Group | 5,305 | $167.3 萬 | 0.67% | −6−0.1% | 減碼 |
| Ewa, LLC | 5,307 | $167.4 萬 | 0.46% | +178+3.5% | 加碼 |
| Philip James Wealth Mangement, LLC | 5,309 | $167.4 萬 | 0.20% | −388−6.8% | 減碼 |
| Costello Asset Management, INC | 5,313 | $167.6 萬 | 0.56% | −22−0.4% | 減碼 |
| Old Point Trust & Financial Services N A | 5,317 | $167.7 萬 | 0.54% | +840+18.8% | 加碼 |
| Clarus Group, Inc. | 5,324 | $167.9 萬 | 0.58% | −182−3.3% | 減碼 |
| Abel Hall, LLC | 5,331 | $168.1 萬 | 0.68% | −104−1.9% | 減碼 |
| Clifford Group, LLC | 5,353 | $168.9 萬 | 1.32% | −159−2.9% | 減碼 |
| Gerber, LLC | 5,354 | $168.9 萬 | 1.06% | +4+0.1% | 加碼 |
| Requisite Capital Management, LLC | 5,355 | $168.9 萬 | 0.28% | +922+20.8% | 加碼 |
| Proathlete Wealth Management LLC | 5,358 | $169.0 萬 | 0.49% | +17+0.3% | 加碼 |
| New World Advisors LLC | 5,360 | $169.1 萬 | 0.31% | +919+20.7% | 加碼 |
| Garden State Investment Advisory Services LLC | 5,356 | $169.2 萬 | 0.43% | +12+0.2% | 加碼 |
| Schonfeld Strategic Advisors LLC | 5,372 | $169.4 萬 | 0.01% | −13,102−70.9% | 減碼 |
| Legal Advantage Investments, Inc. | 5,378 | $169.6 萬 | 0.76% | 00.0% | 不變 |
| Central Asset Investments & Management Holdings (HK) Ltd | 5,379 | $169.7 萬 | 1.17% | −119−2.2% | 減碼 |
| Oldfather Financial Services, LLC | 5,384 | $169.8 萬 | 0.53% | +35+0.7% | 加碼 |
| LWM Advisory Services, LLC | 5,405 | $170.1 萬 | 0.99% | +136+2.6% | 加碼 |
| Rogco, LP | 5,400 | $170.3 萬 | 0.60% | −661−10.9% | 減碼 |
| waypoint wealth counsel | 5,405 | $170.5 萬 | 0.67% | −764−12.4% | 減碼 |
| Grant Street Asset Management, Inc. | 5,410 | $170.7 萬 | 0.36% | +55+1.0% | 加碼 |
| Cravens & Co Advisors, LLC | 5,414 | $170.8 萬 | 1.17% | −17−0.3% | 減碼 |
| Future Fund LLC | 5,421 | $171.0 萬 | 0.60% | +1,085+25.0% | 加碼 |
| Jacobsen Capital Management | 5,440 | $171.6 萬 | 0.58% | +128+2.4% | 加碼 |
| Sage Investment Counsel LLC | 5,442 | $171.7 萬 | 1.90% | −10−0.2% | 減碼 |
| Heck Capital Advisors, LLC | 5,443 | $171.7 萬 | 0.13% | −617−10.2% | 減碼 |
| AJ Advisors, LLC | 5,447 | $171.8 萬 | 0.70% | −854−13.6% | 減碼 |
| Eagle Strategies LLC | 5,449 | $171.9 萬 | 0.23% | +24+0.4% | 加碼 |
| Spartan Planning & Wealth Management | 5,464 | $172.4 萬 | 1.35% | +8+0.1% | 加碼 |
| Virtue Asset Management LLC | 5,471 | $172.6 萬 | 1.42% | +5,471 | 新進 |
| Cooke & Bieler LP | 5,475 | $172.7 萬 | 0.02% | −166,836−96.8% | 減碼 |
| Hutchinson Financial Advisors, INC | 5,478 | $172.8 萬 | 1.70% | +127+2.4% | 加碼 |
| PKS Advisory Services, LLC | 5,478 | $172.8 萬 | 0.41% | +113+2.1% | 加碼 |
| Burt Wealth Advisors | 5,487 | $173.1 萬 | 0.42% | −64−1.2% | 減碼 |
| Baring Financial LLC | 5,490 | $173.2 萬 | 1.18% | −24−0.4% | 減碼 |
| BOCHK Asset Management Ltd | 5,500 | $173.5 萬 | 0.46% | +2,500+83.3% | 加碼 |
| Private Wealth Advisors | 5,509 | $173.8 萬 | 0.65% | −10−0.2% | 減碼 |
| Financial Consulate, Inc | 5,511 | $173.8 萬 | 0.25% | +5,511 | 新進 |
| Rossby Financial, LCC | 5,599 | $174.0 萬 | 0.58% | +704+14.4% | 加碼 |
| Northstar Group, Inc. | 5,520 | $174.1 萬 | 0.25% | −18−0.3% | 減碼 |
| Cardiff Park Advisors, LLC | 5,539 | $174.7 萬 | 0.13% | +26+0.5% | 加碼 |
| Manske Wealth Management | 5,546 | $175.0 萬 | 0.54% | −28−0.5% | 減碼 |
| Summit Wealth Group LLC | 12,069 | $175.0 萬 | 0.24% | +9,243+327.1% | 加碼 |
| Syverson Strege & Co | 5,550 | $175.1 萬 | 0.42% | −751−11.9% | 減碼 |
| Yoffe Investment Management, LLC | 5,560 | $175.4 萬 | 2.28% | +5+0.1% | 加碼 |
| O'Neil Global Advisors, Inc. | 5,566 | $175.6 萬 | 0.32% | +82+1.5% | 加碼 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 5,570 | $175.7 萬 | 0.93% | −280−4.8% | 減碼 |
| Financial Council Asset Management Inc | 5,571 | $175.7 萬 | 0.78% | +15+0.3% | 加碼 |
| Hall Laurie J Trustee | 5,575 | $175.9 萬 | 0.57% | −90−1.6% | 減碼 |
| Old North State Trust, LLC | 5,581 | $176.0 萬 | 1.07% | +1,066+23.6% | 加碼 |
| Silver Grove Financial Group, Inc. | 5,581 | $176.1 萬 | 1.67% | +5,581 | 新進 |
| Gibbs Wealth Management | 5,589 | $176.3 萬 | 0.40% | −1,848−24.8% | 減碼 |
| Wilkins Miller Wealth Management, LLC | 5,596 | $176.5 萬 | 1.09% | +30+0.5% | 加碼 |
| Silvia McColl Wealth Management, LLC | 5,597 | $176.5 萬 | 1.20% | −11−0.2% | 減碼 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 5,612 | $177.0 萬 | 0.71% | −466−7.7% | 減碼 |
| M.E. Allison & Co., Inc. | 5,619 | $177.3 萬 | 1.23% | −461−7.6% | 減碼 |
| Texas Capital Bancshares Inc | 5,622 | $177.3 萬 | 0.70% | −2,937−34.3% | 減碼 |
| Legacy Financial Strategies, LLC | 5,623 | $177.4 萬 | 0.32% | +207+3.8% | 加碼 |
| Oliver Luxxe Assets LLC | 5,626 | $177.5 萬 | 0.28% | +76+1.4% | 加碼 |
| Sendero Wealth Management, LLC | 5,634 | $177.7 萬 | 0.21% | −25−0.4% | 減碼 |
| Unified Investment Management | 5,635 | $177.7 萬 | 1.77% | −113−2.0% | 減碼 |
| Brave Warrior Advisors, LLC | 5,643 | $178.0 萬 | 0.04% | 00.0% | 不變 |
| Manchester Financial Inc | 5,649 | $178.2 萬 | 0.36% | +947+20.1% | 加碼 |
| Strategic Family Wealth Counselors, L.L.C. | 5,652 | $178.3 萬 | 0.46% | −10.0% | 減碼 |
| Fidelity D & D Bancorp Inc | 5,659 | $178.5 萬 | 0.98% | −121−2.1% | 減碼 |
| Rosenberg Matthew Hamilton | 5,662 | $178.6 萬 | 0.39% | −52−0.9% | 減碼 |
| Novak & Powell Financial Services, Inc. | 5,670 | $178.8 萬 | 0.94% | +150+2.7% | 加碼 |
| BayBridge Capital Group, LLC | 5,672 | $178.9 萬 | 1.14% | −660−10.4% | 減碼 |
| Lord & Richards Wealth Management, LLC | 5,676 | $179.0 萬 | 1.64% | +361+6.8% | 加碼 |
| RMR Capital Management, LLC | 5,677 | $179.1 萬 | 1.25% | 00.0% | 不變 |
| WealthTrust Axiom LLC | 5,681 | $179.2 萬 | 0.48% | +10.0% | 加碼 |
| Colton Groome Financial Advisors, LLC | 5,686 | $179.4 萬 | 0.55% | +83+1.5% | 加碼 |
| May Hill Capital, LLC | 5,688 | $179.4 萬 | 0.53% | +158+2.9% | 加碼 |
| Petros Family Wealth, LLC | 5,696 | $179.7 萬 | 1.50% | −76−1.3% | 減碼 |
| Harris Associates L P大師Oakmark（Harris Associates） | 5,705 | $180.0 萬 | 0.00% | −99−1.7% | 減碼 |
| PUREfi Wealth, LLC | 5,708 | $180.0 萬 | 1.39% | +236+4.3% | 加碼 |
| Barings LLC | 5,713 | $180.2 萬 | 0.03% | +70+1.2% | 加碼 |
| First National Bank | 5,732 | $180.8 萬 | 0.96% | +240+4.4% | 加碼 |
| Roehl & Yi Investment Advisors, LLC | 5,749 | $181.3 萬 | 0.79% | −1,637−22.2% | 減碼 |