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 5,157 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 | 5,157 | $6,437 億 |
| 2026 年第 1 季 | 5,103 | $5,721 億 |
| 2025 年第 4 季 | 5,155 | $6,395 億 |
| 2025 年第 3 季 | 4,766 | $6,180 億 |
| 2025 年第 2 季 | 4,753 | $5,824 億 |
| 2025 年第 1 季 | 4,680 | $4,946 億 |
| 2024 年第 4 季 | 4,680 | $4,900 億 |
| 2024 年第 3 季 | 4,216 | $4,294 億 |
| 2024 年第 2 季 | 4,182 | $4,162 億 |
| 2024 年第 1 季 | 4,121 | $4,145 億 |
| 2023 年第 4 季 | 4,002 | $3,518 億 |
| 2023 年第 3 季 | 3,711 | $2,970 億 |
| 2023 年第 2 季 | 3,673 | $2,976 億 |
| 2023 年第 1 季 | 3,613 | $2,663 億 |
| 2022 年第 4 季 | 3,629 | $2,783 億 |
| 2022 年第 3 季 | 3,396 | $2,129 億 |
| 2022 年第 2 季 | 3,428 | $2,293 億 |
| 2022 年第 1 季 | 3,520 | $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 |
|---|---|---|---|---|---|
| Rbo & Co LLC | 75,537 | $2,383 萬 | 3.73% | −840−1.1% | 減碼 |
| United Asset Strategies, Inc. | 75,515 | $2,382 萬 | 1.91% | −571−0.8% | 減碼 |
| Buckingham Strategic Partners | 75,332 | $2,381 萬 | 0.27% | +9,409+14.3% | 加碼 |
| Dnca Finance | 75,179 | $2,371 萬 | 1.62% | −8,548−10.2% | 減碼 |
| NorthRock Partners, LLC | 75,102 | $2,369 萬 | 0.43% | +6,519+9.5% | 加碼 |
| Cabot Wealth Management Inc | 75,102 | $2,369 萬 | 2.63% | −568−0.8% | 減碼 |
| James Investment Research Inc | 74,876 | $2,362 萬 | 2.58% | −990−1.3% | 減碼 |
| Legacy Private Trust Co. | 74,529 | $2,351 萬 | 1.41% | +9,699+15.0% | 加碼 |
| First Financial Bank - Trust Division | 74,456 | $2,349 萬 | 2.01% | −2,156−2.8% | 減碼 |
| Wealthspire Advisors, LLC | 74,281 | $2,343 萬 | 0.12% | −5,098−6.4% | 減碼 |
| Exchange Traded Concepts, LLC | 74,197 | $2,340 萬 | 0.22% | +18,768+33.9% | 加碼 |
| Moneta Group Investment Advisors LLC | 74,018 | $2,335 萬 | 0.19% | +887+1.2% | 加碼 |
| Tufton Capital Management | 73,999 | $2,334 萬 | 4.16% | −261−0.4% | 減碼 |
| Jacobs Levy Equity Management, Inc | 73,918 | $2,332 萬 | 0.09% | +24,784+50.4% | 加碼 |
| Circle Wealth Management, LLC | 73,754 | $2,326 萬 | 0.45% | +761+1.0% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 73,089 | $2,305 萬 | 1.52% | −9,867−11.9% | 減碼 |
| Spire Wealth Management | 73,047 | $2,304 萬 | 0.78% | +6,528+9.8% | 加碼 |
| Hilltop Holdings Inc. | 72,874 | $2,299 萬 | 1.22% | −2,400−3.2% | 減碼 |
| Middleton & Co Inc | 72,713 | $2,294 萬 | 2.48% | −3,751−4.9% | 減碼 |
| Cohen Klingenstein LLC | 72,700 | $2,293 萬 | 0.72% | 00.0% | 不變 |
| Pictet North America Advisors SA | 72,532 | $2,288 萬 | 2.14% | −425−0.6% | 減碼 |
| Cypress Capital Group | 72,529 | $2,288 萬 | 2.74% | −158−0.2% | 減碼 |
| FourThought Financial Partners, LLC | 72,479 | $2,286 萬 | 2.01% | −1,778−2.4% | 減碼 |
| Connors Investor Services Inc | 72,148 | $2,276 萬 | 1.94% | +3,751+5.5% | 加碼 |
| MASTERINVEST Kapitalanlage GmbH | 71,898 | $2,268 萬 | 2.21% | −2,209−3.0% | 減碼 |
| Everence Capital Management Inc | 71,665 | $2,261 萬 | 1.35% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 71,579 | $2,258 萬 | 0.57% | −11,609−14.0% | 減碼 |
| Osher Van de Voorde Investment Management | 71,562 | $2,257 萬 | 4.91% | −725−1.0% | 減碼 |
| Advisors Asset Management, Inc. | 71,418 | $2,253 萬 | 0.38% | +1,980+2.9% | 加碼 |
| Stockman Wealth Management, Inc. | 71,268 | $2,248 萬 | 2.79% | −1,031−1.4% | 減碼 |
| Atomi Financial Group, Inc. | 71,110 | $2,243 萬 | 0.73% | +4,720+7.1% | 加碼 |
| MainStreet Investment Advisors LLC | 70,842 | $2,235 萬 | 3.00% | −7,005−9.0% | 減碼 |
| Community Bank, N.A. | 70,644 | $2,228 萬 | 2.69% | −1,559−2.2% | 減碼 |
| Richard C. Young & CO., LTD. | 70,442 | $2,222 萬 | 2.06% | −1,048−1.5% | 減碼 |
| DSG Capital Advisors, LLC | 70,281 | $2,217 萬 | 3.53% | +1,658+2.4% | 加碼 |
| Mission Wealth Management, LP | 70,221 | $2,215 萬 | 0.45% | −19,230−21.5% | 減碼 |
| Allied Investment Advisors, LLC | 70,214 | $2,215 萬 | 3.52% | +796+1.1% | 加碼 |
| GLOBALT Investments LLC | 70,206 | $2,215 萬 | 0.81% | −907−1.3% | 減碼 |
| Caisse des Depots Et Consignations | 70,031 | $2,209 萬 | 0.94% | −555−0.8% | 減碼 |
| Wellington Shields Capital Management, LLC | 70,007 | $2,208 萬 | 3.35% | +1,674+2.4% | 加碼 |
| Tompkins Financial Corp | 69,855 | $2,203 萬 | 1.84% | −2,601−3.6% | 減碼 |
| Hollencrest Capital Management | 69,613 | $2,196 萬 | 0.79% | +6,630+10.5% | 加碼 |
| NewSquare Capital LLC | 69,188 | $2,182 萬 | 1.48% | −20,338−22.7% | 減碼 |
| Venturi Wealth Management, LLC | 69,174 | $2,182 萬 | 1.01% | +1,518+2.2% | 加碼 |
| Naples Global Advisors, LLC | 68,920 | $2,174 萬 | 1.69% | +1,970+2.9% | 加碼 |
| Sowell Financial Services LLC | 68,693 | $2,167 萬 | 0.83% | −5,594−7.5% | 減碼 |
| Greenwood Gearhart Inc | 68,609 | $2,164 萬 | 1.25% | +486+0.7% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 73,326 | $2,160 萬 | 0.19% | −2,266−3.0% | 減碼 |
| Woodstock Corp | 68,310 | $2,155 萬 | 1.87% | −616−0.9% | 減碼 |
| Leith Wheeler Investment Counsel Ltd. | 68,307 | $2,155 萬 | 1.46% | −2,381−3.4% | 減碼 |
| Heritage Trust Co | 68,081 | $2,147 萬 | 2.28% | +849+1.3% | 加碼 |
| Ethic Inc. | 67,702 | $2,136 萬 | 0.35% | +3,712+5.8% | 加碼 |
| Caldwell Trust Co | 67,642 | $2,134 萬 | 1.99% | −542−0.8% | 減碼 |
| Farmers Trust Co | 67,638 | $2,134 萬 | 3.68% | −875−1.3% | 減碼 |
| River Wealth Advisors LLC | 67,634 | $2,133 萬 | 2.49% | +374+0.6% | 加碼 |
| PFG Investments, LLC | 67,534 | $2,130 萬 | 1.11% | −300.0% | 減碼 |
| Parallax Volatility Advisers, L.P. | 67,397 | $2,126 萬 | 0.63% | +53,883+398.7% | 加碼 |
| Sterling Capital Management LLC | 67,093 | $2,116 萬 | 0.31% | −172−0.3% | 減碼 |
| Barbara Oil Co. | 67,000 | $2,113 萬 | 7.87% | 00.0% | 不變 |
| IHT Wealth Management, LLC | 66,806 | $2,107 萬 | 0.53% | −945−1.4% | 減碼 |
| AlphaCore Capital LLC | 66,691 | $2,104 萬 | 0.71% | +3,840+6.1% | 加碼 |
| Strategy Asset Managers LLC | 66,652 | $2,102 萬 | 3.78% | +204+0.3% | 加碼 |
| One Capital Management, LLC | 66,589 | $2,100 萬 | 0.67% | −343−0.5% | 減碼 |
| Telos Capital Management, Inc. | 66,288 | $2,091 萬 | 2.00% | −35−0.1% | 減碼 |
| Douglass Winthrop Advisors, LLC | 66,191 | $2,088 萬 | 0.36% | +11,312+20.6% | 加碼 |
| 1st Source Bank | 66,000 | $2,082 萬 | 1.10% | −1,805−2.7% | 減碼 |
| AMG National Trust Bank | 65,963 | $2,081 萬 | 0.51% | −514−0.8% | 減碼 |
| Picton Mahoney Asset Management | 65,945 | $2,080 萬 | 0.27% | −4,333−6.2% | 減碼 |
| Griffin Asset Management, Inc. | 65,939 | $2,080 萬 | 2.34% | −857−1.3% | 減碼 |
| BKD Wealth Advisors, LLC | 65,767 | $2,075 萬 | 0.41% | −520−0.8% | 減碼 |
| Phoenix Holdings Ltd. | 65,667 | $2,072 萬 | 0.25% | −11,099−14.5% | 減碼 |
| Oversea-Chinese Banking CORP Ltd | 65,542 | $2,067 萬 | 0.54% | −17,343−20.9% | 減碼 |
| National Asset Management, Inc. | 65,437 | $2,064 萬 | 0.99% | −8,124−11.0% | 減碼 |
| Close Asset Management Ltd | 65,437 | $2,064 萬 | 0.46% | −1,490−2.2% | 減碼 |
| Granite Investment Partners, LLC | 65,366 | $2,062 萬 | 1.17% | −1,285−1.9% | 減碼 |
| Intellus Advisors LLC | 65,194 | $2,056 萬 | 2.81% | −317−0.5% | 減碼 |
| Goelzer Investment Management, Inc. | 65,084 | $2,053 萬 | 1.09% | −542−0.8% | 減碼 |
| Integrated Advisors Network LLC | 65,027 | $2,051 萬 | 0.86% | +2,753+4.4% | 加碼 |
| Fidelis Capital Partners, LLC | 64,976 | $2,050 萬 | 1.60% | +6,036+10.2% | 加碼 |
| David Loasby | 66,299 | $2,040 萬 | 1.59% | +554+0.8% | 加碼 |
| Means Investment Co., Inc. | 64,619 | $2,038 萬 | 1.76% | +596+0.9% | 加碼 |
| Iowa State Bank | 64,511 | $2,035 萬 | 3.87% | −2,746−4.1% | 減碼 |
| Pettyjohn, Wood & White, Inc | 64,274 | $2,027 萬 | 3.35% | −10.0% | 減碼 |
| JCIC Asset Management Inc. | 64,163 | $2,024 萬 | 6.33% | +64,163 | 新進 |
| Essex Financial Services, Inc. | 64,159 | $2,024 萬 | 1.21% | −1,352−2.1% | 減碼 |
| Princeton Global Asset Management LLC | 64,156 | $2,024 萬 | 3.36% | −455−0.7% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 64,131 | $2,023 萬 | 1.39% | +672+1.1% | 加碼 |
| Copeland Capital Management, LLC | 64,047 | $2,020 萬 | 0.42% | −3,157−4.7% | 減碼 |
| Morningstar Investment Management LLC | 63,993 | $2,019 萬 | 0.74% | +61,194+2,186.3% | 加碼 |
| BDF-Gestion | 63,921 | $2,016 萬 | 2.40% | −13,290−17.2% | 減碼 |
| Brighton Jones LLC | 63,816 | $2,013 萬 | 0.48% | +12,246+23.7% | 加碼 |
| BTG Pactual Asset Management US LLC | 63,337 | $1,998 萬 | 2.36% | +5,529+9.6% | 加碼 |
| Bank of Nova Scotia Trust Co | 63,314 | $1,997 萬 | 1.86% | −1,947−3.0% | 減碼 |
| Winslow Asset Management Inc | 63,292 | $1,996 萬 | 3.75% | −2,582−3.9% | 減碼 |
| Keystone Financial Group | 63,004 | $1,992 萬 | 1.52% | +8,719+16.1% | 加碼 |
| Arvest Bank Trust Division | 62,841 | $1,982 萬 | 1.10% | −23,654−27.3% | 減碼 |
| Turtle Creek Wealth Advisors, LLC | 62,678 | $1,977 萬 | 1.77% | +9,650+18.2% | 加碼 |
| SRS Capital Advisors, Inc. | 62,478 | $1,971 萬 | 0.29% | +30,528+95.5% | 加碼 |
| Roundview Capital LLC | 62,445 | $1,970 萬 | 1.25% | −51−0.1% | 減碼 |
| SFE Investment Counsel | 62,370 | $1,967 萬 | 3.14% | −1,722−2.7% | 減碼 |