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 |
|---|---|---|---|---|---|
| STAR Financial Bank | 5,763 | $181.8 萬 | 1.08% | +397+7.4% | 加碼 |
| Kercheville Advisors, LLC | 5,765 | $181.8 萬 | 0.55% | −3,300−36.4% | 減碼 |
| Carrera Capital Advisors | 5,769 | $182.0 萬 | 0.33% | +121+2.1% | 加碼 |
| Cascade Investment Group, Inc. | 5,776 | $182.2 萬 | 1.21% | −11−0.2% | 減碼 |
| Moller Financial Services | 5,793 | $182.7 萬 | 0.38% | 00.0% | 不變 |
| Brucke Financial, Inc. | 5,878 | $182.9 萬 | 1.07% | −1,495−20.3% | 減碼 |
| Shakespeare Wealth Management, Inc. | 5,798 | $182.9 萬 | 0.42% | +23+0.4% | 加碼 |
| Capital Investment Counsel, Inc | 5,798 | $182.9 萬 | 0.22% | −35−0.6% | 減碼 |
| Capstone Triton Financial Group, LLC | 5,799 | $182.9 萬 | 1.23% | +178+3.2% | 加碼 |
| Fairview Capital Investment Management, LLC | 5,814 | $183.4 萬 | 0.09% | 00.0% | 不變 |
| Werba Rubin Papier Wealth Management | 5,821 | $183.6 萬 | 0.30% | +743+14.6% | 加碼 |
| CORDA Investment Management, LLC. | 5,837 | $184.1 萬 | 0.13% | −206−3.4% | 減碼 |
| RFG - Bristol Wealth Advisors, LLC | 5,850 | $184.5 萬 | 0.53% | +80+1.4% | 加碼 |
| Barden Capital Management, Inc. | 5,851 | $184.6 萬 | 1.53% | +5,851 | 新進 |
| Newbridge Financial Services Group, Inc. | 5,856 | $184.7 萬 | 0.28% | −3,467−37.2% | 減碼 |
| WJ Financial Advisors LLC | 5,857 | $184.7 萬 | 1.79% | +5,857 | 新進 |
| PBMares Wealth Management LLC | 5,861 | $184.9 萬 | 0.30% | +10.0% | 加碼 |
| Tennessee Valley Asset Management Partners | 5,864 | $185.0 萬 | 0.25% | +5,864 | 新進 |
| Gould Asset Management LLC | 5,888 | $185.7 萬 | 0.34% | +187+3.3% | 加碼 |
| Aspire Private Capital, LLC | 5,901 | $186.1 萬 | 0.41% | +116+2.0% | 加碼 |
| Hurley Capital, LLC | 5,903 | $186.2 萬 | 1.05% | −33−0.6% | 減碼 |
| Investment Partners Asset Management, Inc. | 5,917 | $186.6 萬 | 1.23% | −92−1.5% | 減碼 |
| Greatmark Investment Partners, Inc. | 5,917 | $186.6 萬 | 0.22% | −25−0.4% | 減碼 |
| Bridgewealth Advisory Group, LLC | 5,920 | $186.7 萬 | 0.43% | +41+0.7% | 加碼 |
| Lion Street Advisors, LLC | 10,991 | $186.7 萬 | 0.65% | +3,035+38.1% | 加碼 |
| Delta Global Management LP | 5,920 | $186.7 萬 | 0.14% | +5,920 | 新進 |
| Sepio Capital, LP | 5,932 | $187.1 萬 | 0.11% | +3,877+188.7% | 加碼 |
| Alpha Family Trust | 5,950 | $187.7 萬 | 0.88% | 00.0% | 不變 |
| Verum Partners LLC | 5,962 | $188.1 萬 | 0.40% | −468−7.3% | 減碼 |
| Seamount Financial Group Inc | 5,966 | $188.2 萬 | 0.89% | −156−2.5% | 減碼 |
| Legacy Capital Wealth Partners, LLC | 5,968 | $188.3 萬 | 0.41% | −292−4.7% | 減碼 |
| Crumly & Associates Inc. | 5,970 | $188.3 萬 | 0.41% | −70−1.2% | 減碼 |
| Olistico Wealth, LLC | 5,972 | $188.4 萬 | 1.00% | −15−0.3% | 減碼 |
| Investment Research Partners LLC | 6,175 | $188.7 萬 | 0.85% | +6,175 | 新進 |
| Financial Partners Group, Inc | 5,989 | $188.9 萬 | 0.24% | +471+8.5% | 加碼 |
| Facet Wealth, Inc. | 5,998 | $189.2 萬 | 0.04% | +938+18.5% | 加碼 |
| Hennessy Advisors Inc | 6,000 | $189.3 萬 | 0.07% | 00.0% | 不變 |
| ARK & TLK Investments, LLC | 6,005 | $189.4 萬 | 0.60% | 00.0% | 不變 |
| Cassia Capital Partners, LLC | 6,012 | $189.6 萬 | 1.04% | +525+9.6% | 加碼 |
| Donald L. Hagan, LLC | 6,017 | $189.8 萬 | 0.93% | −172−2.8% | 減碼 |
| Lodestar Private Asset Management LLC | 6,018 | $189.8 萬 | 0.20% | +529+9.6% | 加碼 |
| New Millennium Group LLC | 6,032 | $190.3 萬 | 0.87% | +1,085+21.9% | 加碼 |
| Sandbox Financial Partners, LLC | 6,053 | $190.9 萬 | 0.55% | +59+1.0% | 加碼 |
| Marshall Financial Group LLC | 6,055 | $191.0 萬 | 0.37% | −244−3.9% | 減碼 |
| Capital Advisory Group Advisory Services, LLC | 6,061 | $191.2 萬 | 0.60% | −286−4.5% | 減碼 |
| Bay Rivers Group | 6,068 | $191.4 萬 | 0.81% | −65−1.1% | 減碼 |
| Nadler Financial Group, Inc. | 6,072 | $191.5 萬 | 0.18% | +276+4.8% | 加碼 |
| Systematic Financial Management LP | 6,075 | $191.6 萬 | 0.05% | 00.0% | 不變 |
| Diligent Investors, LLC | 6,076 | $191.6 萬 | 0.48% | −4,831−44.3% | 減碼 |
| HMV Wealth Advisors, LLC | 6,080 | $191.8 萬 | 1.05% | −175−2.8% | 減碼 |
| Ashton Thomas Securities, LLC | 6,083 | $191.9 萬 | 0.27% | +1,632+36.7% | 加碼 |
| Fjell Capital, LLC | 6,099 | $192.4 萬 | 1.69% | +96+1.6% | 加碼 |
| Sentry LLC | 6,101 | $192.4 萬 | 0.48% | 00.0% | 不變 |
| Berman McAleer LLC | 6,104 | $192.5 萬 | 0.27% | +6,104 | 新進 |
| Montis Financial, LLC | 6,108 | $192.7 萬 | 0.44% | +2,875+88.9% | 加碼 |
| GWN Securities Inc. | 6,061 | $192.8 萬 | 0.45% | −4,697−43.7% | 減碼 |
| Tilia Fiduciary Partners, Inc. | 6,115 | $192.9 萬 | 1.12% | −620−9.2% | 減碼 |
| Barnes Pettey Financial Advisors, LLC | 6,115 | $192.9 萬 | 1.06% | +275+4.7% | 加碼 |
| MinichMacGregor Wealth Management, LLC | 6,116 | $192.9 萬 | 0.38% | +761+14.2% | 加碼 |
| Howard Financial Services, Ltd. | 6,138 | $193.6 萬 | 0.24% | +74+1.2% | 加碼 |
| Navis Wealth Advisors, LLC | 6,143 | $193.8 萬 | 1.46% | +1,537+33.4% | 加碼 |
| Seeds Investor LLC | 6,145 | $193.8 萬 | 0.41% | +1,001+19.5% | 加碼 |
| Virtus Investment Advisers, Inc. | 6,145 | $193.8 萬 | 0.55% | +454+8.0% | 加碼 |
| Advisory Research Inc | 6,147 | $193.9 萬 | 0.25% | −725−10.6% | 減碼 |
| McNaughton Wealth Management, LLC | 6,150 | $194.0 萬 | 0.82% | −155−2.5% | 減碼 |
| Sunburst Financial Group, LLC | 6,153 | $194.1 萬 | 0.41% | +123+2.0% | 加碼 |
| Granite Harbor Advisors, Inc. | 6,159 | $194.3 萬 | 0.82% | +180+3.0% | 加碼 |
| Boothbay Fund Management, LLC | 6,163 | $194.4 萬 | 0.05% | +1,065+20.9% | 加碼 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 6,178 | $194.9 萬 | 0.11% | +556+9.9% | 加碼 |
| Patriot Investment Management Inc. | 6,183 | $195.0 萬 | 0.13% | −14−0.2% | 減碼 |
| St. Clair Advisors, LLC | 6,191 | $195.3 萬 | 0.52% | +31+0.5% | 加碼 |
| Crew Capital Management, Ltd. | 6,197 | $195.5 萬 | 1.31% | 00.0% | 不變 |
| Topsail Wealth Management, LLC | 6,223 | $196.3 萬 | 0.33% | +208+3.5% | 加碼 |
| D'Orazio & Associates, Inc. | 6,252 | $197.2 萬 | 0.26% | +105+1.7% | 加碼 |
| Quantum Financial Advisors, LLC | 6,253 | $197.2 萬 | 0.24% | 00.0% | 不變 |
| GenTrust, LLC | 6,254 | $197.3 萬 | 0.09% | −940−13.1% | 減碼 |
| Elevated Capital Advisors, LLC | 6,257 | $197.4 萬 | 0.49% | +776+14.2% | 加碼 |
| Davis Investment Partners, LLC | 6,358 | $197.6 萬 | 0.67% | 00.0% | 不變 |
| Knollwood Investment Advisory, LLC | 6,273 | $197.9 萬 | 0.18% | −37−0.6% | 減碼 |
| Activest Wealth Management | 6,277 | $198.0 萬 | 0.40% | +1,256+25.0% | 加碼 |
| Richard W. Paul & Associates, LLC | 6,293 | $198.5 萬 | 0.68% | −145−2.3% | 減碼 |
| Ameriflex Group, Inc. | 6,306 | $198.9 萬 | 0.75% | +686+12.2% | 加碼 |
| Fi3 FINANCIAL ADVISORS, LLC | 6,309 | $199.0 萬 | 0.67% | −155−2.4% | 減碼 |
| Powers Advisory Group, LLC | 6,310 | $199.0 萬 | 0.79% | +64+1.0% | 加碼 |
| LeClair Wealth Partners LLC | 6,311 | $199.1 萬 | 1.24% | −1,179−15.7% | 減碼 |
| Tang Capital Management LLC | 6,312 | $199.1 萬 | 0.08% | 00.0% | 不變 |
| Plan Group Financial, LLC | 6,318 | $199.3 萬 | 0.54% | +941+17.5% | 加碼 |
| Evernest Financial Advisors, LLC | 6,321 | $199.4 萬 | 0.56% | +38+0.6% | 加碼 |
| LRT Capital Management, LLC | 6,326 | $199.5 萬 | 1.32% | +6,326 | 新進 |
| Baron Wealth Management LLC | 6,326 | $199.6 萬 | 0.66% | +172+2.8% | 加碼 |
| Frazier Financial Advisors, LLC | 6,331 | $199.7 萬 | 1.23% | −83−1.3% | 減碼 |
| Keynote Financial Services LLC | 6,339 | $200.0 萬 | 1.21% | −20−0.3% | 減碼 |
| Wiser Advisor Group LLC | 6,367 | $200.8 萬 | 2.50% | +175+2.8% | 加碼 |
| Westerkirk Capital Inc. | 6,371 | $201.0 萬 | 0.23% | 00.0% | 不變 |
| Trust Co of the South | 6,372 | $201.0 萬 | 0.33% | +140+2.2% | 加碼 |
| Birchcreek Wealth Management, LLC | 6,381 | $201.3 萬 | 1.04% | −420−6.2% | 減碼 |
| Birmingham Capital Management Co Inc | 6,385 | $201.4 萬 | 0.93% | −1,350−17.5% | 減碼 |
| AllSquare Wealth Management LLC | 6,391 | $201.6 萬 | 1.06% | −25−0.4% | 減碼 |
| Symphony Financial Services, Inc. | 6,405 | $202.0 萬 | 1.09% | −35−0.5% | 減碼 |
| Sunflower Bank, N.A. | 6,423 | $202.6 萬 | 0.49% | −197−3.0% | 減碼 |