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 |
|---|---|---|---|---|---|
| Spinnaker Trust | 62,273 | $1,964 萬 | 1.09% | −1,508−2.4% | 減碼 |
| Fagan Associates, Inc. | 62,047 | $1,957 萬 | 2.70% | +275+0.4% | 加碼 |
| Burling Wealth Partners, LLC | 62,037 | $1,957 萬 | 3.24% | −779−1.2% | 減碼 |
| Walter Public Investments Inc. | 61,915 | $1,953 萬 | 3.21% | +37,368+152.2% | 加碼 |
| Eagle Rock Investment Company, LLC | 61,738 | $1,947 萬 | 2.91% | −179−0.3% | 減碼 |
| Simmons Bank | 61,730 | $1,947 萬 | 1.30% | +361+0.6% | 加碼 |
| Pittenger & Anderson Inc | 61,723 | $1,947 萬 | 0.71% | +4,409+7.7% | 加碼 |
| Hudson Valley Investment Advisors Inc | 61,497 | $1,940 萬 | 2.02% | −2,016−3.2% | 減碼 |
| Sara-Bay Financial | 61,436 | $1,938 萬 | 5.42% | −528−0.9% | 減碼 |
| Carmel Capital Management L.L.C. | 61,377 | $1,936 萬 | 5.88% | +105+0.2% | 加碼 |
| Northside Capital Management, LLC | 61,352 | $1,935 萬 | 1.77% | +200+0.3% | 加碼 |
| Cornerstone Wealth Group, LLC | 61,253 | $1,932 萬 | 1.31% | −311−0.5% | 減碼 |
| Alyeska Investment Group, L.P. | 61,048 | $1,926 萬 | 0.06% | −1,273,554−95.4% | 減碼 |
| Mitchell Capital Management Co | 60,860 | $1,920 萬 | 3.29% | +2,455+4.2% | 加碼 |
| Farmers National Bank | 60,525 | $1,909 萬 | 4.53% | −920−1.5% | 減碼 |
| Vestcor Inc | 60,238 | $1,900 萬 | 0.57% | −2,534−4.0% | 減碼 |
| Schnieders Capital Management, LLC. | 60,138 | $1,897 萬 | 3.38% | +60,138 | 新進 |
| Laffer Tengler Investments | 60,060 | $1,894 萬 | 3.00% | +7,704+14.7% | 加碼 |
| Camden National Bank | 59,869 | $1,888 萬 | 2.64% | −1,664−2.7% | 減碼 |
| Ar Asset Management Inc | 59,825 | $1,887 萬 | 3.98% | 00.0% | 不變 |
| Meridian Wealth Advisors, LLC | 59,687 | $1,883 萬 | 2.67% | +1,924+3.3% | 加碼 |
| German American Bancorp, Inc. | 59,583 | $1,879 萬 | 1.66% | −13,104−18.0% | 減碼 |
| Zuckerman Investment Group, LLC | 59,483 | $1,876 萬 | 1.74% | −2,456−4.0% | 減碼 |
| Vantage Investment Partners, LLC | 59,473 | $1,876 萬 | 1.28% | −968−1.6% | 減碼 |
| Cardinal Point Capital Management, ULC | 59,463 | $1,876 萬 | 1.31% | −1,504−2.5% | 減碼 |
| Consolidated Planning Corp | 59,442 | $1,875 萬 | 1.98% | +834+1.4% | 加碼 |
| Cypress Asset Management Inc | 59,335 | $1,872 萬 | 4.26% | −538−0.9% | 減碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 59,239 | $1,869 萬 | 2.91% | −20,213−25.4% | 減碼 |
| Cardinal Capital Management | 59,156 | $1,866 萬 | 2.58% | −653−1.1% | 減碼 |
| WealthBridge Investment Counsel Inc. | 59,121 | $1,865 萬 | 5.75% | −600−1.0% | 減碼 |
| Trajan Wealth LLC | 59,108 | $1,864 萬 | 0.80% | +7,915+15.5% | 加碼 |
| Plato Investment Management Ltd | 59,440 | $1,861 萬 | 1.26% | +886+1.5% | 加碼 |
| Fulton Breakefield Broenniman LLC | 58,653 | $1,850 萬 | 1.19% | +3,265+5.9% | 加碼 |
| Buckley Wealth Management, LLC | 58,447 | $1,844 萬 | 5.05% | −503−0.9% | 減碼 |
| Frank, Rimerman Advisors LLC | 58,168 | $1,835 萬 | 1.18% | +102+0.2% | 加碼 |
| NJ State Employees Deferred Compensation Plan | 58,110 | $1,833 萬 | 2.02% | −2,890−4.7% | 減碼 |
| FFG Partners, LLC | 58,053 | $1,831 萬 | 4.96% | +56,487+3,607.1% | 加碼 |
| Dividend Assets Capital, LLC | 58,036 | $1,831 萬 | 3.21% | +458+0.8% | 加碼 |
| Traynor Capital Management, Inc. | 57,994 | $1,829 萬 | 1.05% | +824+1.4% | 加碼 |
| Country Club Bank | 57,925 | $1,829 萬 | 1.08% | −1,856−3.1% | 減碼 |
| Equitable Trust Co | 57,909 | $1,827 萬 | 0.84% | −300−0.5% | 減碼 |
| South Dakota Investment Council | 57,906 | $1,827 萬 | 0.36% | −5,365−8.5% | 減碼 |
| Tower Research Capital LLC (TRC) | 57,887 | $1,826 萬 | 0.50% | −61,673−51.6% | 減碼 |
| Mirador Capital Partners LP | 57,520 | $1,814 萬 | 2.57% | −651−1.1% | 減碼 |
| Stenger Family Office, LLC | 59,644 | $1,814 萬 | 3.83% | +6,325+11.9% | 加碼 |
| Joel Isaacson & Co., LLC | 57,423 | $1,811 萬 | 0.65% | +3,477+6.4% | 加碼 |
| Invictus Private Wealth, LLC | 57,286 | $1,807 萬 | 1.13% | −632−1.1% | 減碼 |
| Rocky Mountain Advisers, LLC | 57,220 | $1,805 萬 | 5.27% | 00.0% | 不變 |
| Next Level Private LLC | 58,365 | $1,805 萬 | 5.23% | +764+1.3% | 加碼 |
| Harbor Capital Advisors, Inc. | 57,156 | $1,803 萬 | 1.40% | +1,719+3.1% | 加碼 |
| Hills Bank & Trust Co | 57,074 | $1,800 萬 | 1.06% | −720−1.2% | 減碼 |
| Laurel Wealth Advisors LLC | 56,927 | $1,796 萬 | 2.51% | −973−1.7% | 減碼 |
| Haverford Financial Services, Inc. | 56,922 | $1,795 萬 | 5.04% | −9,157−13.9% | 減碼 |
| Independent Investors Inc | 56,799 | $1,792 萬 | 3.45% | −135−0.2% | 減碼 |
| Nippon Life Global Investors Americas, Inc. | 56,650 | $1,787 萬 | 0.75% | −129,270−69.5% | 減碼 |
| Sigma Planning Corp | 56,641 | $1,787 萬 | 0.51% | −9,718−14.6% | 減碼 |
| Nations Financial Group Inc, | 56,598 | $1,785 萬 | 1.11% | +2,241+4.1% | 加碼 |
| Stolper Co | 56,229 | $1,774 萬 | 5.37% | −863−1.5% | 減碼 |
| First National Advisers, LLC | 56,145 | $1,771 萬 | 2.40% | −3,499−5.9% | 減碼 |
| Radnor Capital Management, LLC | 56,080 | $1,769 萬 | 2.69% | +915+1.7% | 加碼 |
| Venator Management LLC | 56,065 | $1,768 萬 | 4.21% | −530−0.9% | 減碼 |
| Nwi Management LP | 56,000 | $1,766 萬 | 1.74% | 00.0% | 不變 |
| Wealthcare Advisory Partners LLC | 55,992 | $1,766 萬 | 0.37% | +507+0.9% | 加碼 |
| Banque Pictet & Cie SA | 55,967 | $1,765 萬 | 0.18% | +3,401+6.5% | 加碼 |
| Perennial Advisors, LLC | 55,940 | $1,765 萬 | 3.06% | −76−0.1% | 減碼 |
| Mount Yale Investment Advisors, LLC | 55,881 | $1,763 萬 | 1.23% | +20,063+56.0% | 加碼 |
| Magnus Financial Group LLC | 55,852 | $1,762 萬 | 1.39% | +499+0.9% | 加碼 |
| LVM Capital Management Ltd | 55,754 | $1,759 萬 | 1.69% | +398+0.7% | 加碼 |
| Visionary Wealth Advisors | 55,656 | $1,756 萬 | 0.82% | −38−0.1% | 減碼 |
| Greystone Financial Group, LLC | 55,646 | $1,755 萬 | 2.72% | −4,098−6.9% | 減碼 |
| Jamison Private Wealth Management, Inc. | 55,641 | $1,755 萬 | 2.22% | +1,139+2.1% | 加碼 |
| Capstone Financial Advisors, Inc. | 55,627 | $1,755 萬 | 0.95% | +418+0.8% | 加碼 |
| American National Bank | 55,593 | $1,754 萬 | 1.73% | +883+1.6% | 加碼 |
| GAM Holding AG | 55,322 | $1,745 萬 | 1.08% | +654+1.2% | 加碼 |
| Van Hulzen Asset Management, LLC | 55,048 | $1,736 萬 | 1.29% | +8,363+17.9% | 加碼 |
| Baker Ellis Asset Management LLC | 54,926 | $1,733 萬 | 2.13% | +2,843+5.5% | 加碼 |
| Kinsale Capital Group, Inc. | 54,869 | $1,731 萬 | 3.16% | +3,392+6.6% | 加碼 |
| Mengis Capital Management, Inc. | 54,866 | $1,731 萬 | 3.40% | −599−1.1% | 減碼 |
| Harbor Investment Advisory, LLC | 68,637 | $1,730 萬 | 1.43% | −326−0.5% | 減碼 |
| Community Bank of Raymore | 54,390 | $1,716 萬 | 11.87% | 00.0% | 不變 |
| Concentric Capital Strategies, LP | 54,201 | $1,710 萬 | 0.82% | +44,769+474.7% | 加碼 |
| Johnson Financial Group, Inc. | 53,954 | $1,702 萬 | 0.64% | −5,290−8.9% | 減碼 |
| LGT Fund Management Co Ltd. | 54,743 | $1,701 萬 | 1.38% | +28+0.1% | 加碼 |
| Lynch & Associates | 53,840 | $1,698 萬 | 3.28% | −1,139−2.1% | 減碼 |
| Meritage Portfolio Management | 53,824 | $1,698 萬 | 1.13% | −5,129−8.7% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 53,803 | $1,697 萬 | 0.32% | +10,341+23.8% | 加碼 |
| Foster & Motley Inc | 53,796 | $1,697 萬 | 0.91% | −2,166−3.9% | 減碼 |
| Cape Cod Five Cents Savings Bank | 80,099 | $1,689 萬 | 1.55% | 00.0% | 不變 |
| Valicenti Advisory Services Inc | 53,431 | $1,685 萬 | 3.62% | −3,283−5.8% | 減碼 |
| Stratos Wealth Advisors, LLC | 53,404 | $1,685 萬 | 0.81% | +1,584+3.1% | 加碼 |
| Sage Mountain Advisors LLC | 53,380 | $1,684 萬 | 0.96% | +2,484+4.9% | 加碼 |
| Castleark Management LLC | 53,365 | $1,683 萬 | 0.47% | +19,660+58.3% | 加碼 |
| Teamwork Financial Advisors, LLC | 53,283 | $1,681 萬 | 1.83% | −24,028−31.1% | 減碼 |
| Fundamentun, LLC | 53,231 | $1,679 萬 | 0.69% | −282−0.5% | 減碼 |
| Alpine Woods Capital Investors, LLC | 53,166 | $1,677 萬 | 3.90% | +76+0.1% | 加碼 |
| EagleClaw Capital Managment, LLC | 53,156 | $1,677 萬 | 2.35% | −912−1.7% | 減碼 |
| Colonial Trust Co | 52,854 | $1,667 萬 | 2.25% | +968+1.9% | 加碼 |
| Clough Capital Partners L P | 52,700 | $1,662 萬 | 1.48% | −700−1.3% | 減碼 |
| PFG Advisors | 52,662 | $1,661 萬 | 0.68% | +2,935+5.9% | 加碼 |
| Harrell Investment Partners, LLC | 52,645 | $1,661 萬 | 3.92% | −2,632−4.8% | 減碼 |