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 |
|---|---|---|---|---|---|
| one8zero8, LLC | 52,604 | $1,659 萬 | 3.58% | +653+1.3% | 加碼 |
| Buck Wealth Strategies, LLC | 52,527 | $1,657 萬 | 2.27% | +311+0.6% | 加碼 |
| BancorpSouth Bank | 52,510 | $1,656 萬 | 1.01% | −1,182−2.2% | 減碼 |
| Sigma Investment Counselors Inc | 52,495 | $1,656 萬 | 0.86% | −159−0.3% | 減碼 |
| EFG Asset Management (Americas) Corp. | 52,425 | $1,654 萬 | 2.86% | −3,536−6.3% | 減碼 |
| Strategic Wealth Partners, Ltd. | 52,246 | $1,648 萬 | 1.23% | −9,915−16.0% | 減碼 |
| HWG Holdings LP | 52,231 | $1,648 萬 | 4.18% | +2,686+5.4% | 加碼 |
| Miramar Capital, LLC | 52,176 | $1,646 萬 | 3.65% | +909+1.8% | 加碼 |
| StoneX Group Inc. | 52,022 | $1,641 萬 | 0.72% | −2,305−4.2% | 減碼 |
| Live Oak Private Wealth LLC | 51,914 | $1,638 萬 | 2.28% | −144−0.3% | 減碼 |
| Whalerock Point Partners, LLC | 51,804 | $1,634 萬 | 3.32% | +51+0.1% | 加碼 |
| Avantax Planning Partners, Inc. | 51,684 | $1,630 萬 | 0.47% | −841−1.6% | 減碼 |
| Beverly Hills Private Wealth, LLC | 51,077 | $1,611 萬 | 2.85% | −2,660−5.0% | 減碼 |
| Transcend Wealth Collective, LLC | 50,750 | $1,601 萬 | 1.13% | −1,411−2.7% | 減碼 |
| Procyon Private Wealth Partners, LLC | 50,722 | $1,600 萬 | 0.95% | −6,030−10.6% | 減碼 |
| Giverny Capital Inc.大師吉維尼資本 | 50,705 | $1,599 萬 | 0.54% | −245−0.5% | 減碼 |
| PDS Planning, Inc | 50,653 | $1,598 萬 | 1.11% | −1,271−2.4% | 減碼 |
| Community Bank & Trust, Waco, Texas | 50,635 | $1,597 萬 | 3.30% | +448+0.9% | 加碼 |
| Capital Analysts, LLC | 50,604 | $1,596 萬 | 0.47% | −2,228−4.2% | 減碼 |
| Peterson Wealth Services | 6,646 | $1,596 萬 | 3.94% | −44,491−87.0% | 減碼 |
| Hoertkorn Richard Charles | 50,557 | $1,595 萬 | 6.17% | −1,855−3.5% | 減碼 |
| Inlet Private Wealth, LLC | 50,490 | $1,593 萬 | 3.59% | +26+0.1% | 加碼 |
| Nan Shan Life Insurance Co., Ltd. | 50,424 | $1,591 萬 | 0.34% | +50,424 | 新進 |
| Centaurus Financial, Inc. | 50,403 | $1,590 萬 | 0.75% | +1,175+2.4% | 加碼 |
| Rench Wealth Management, Inc. | 50,317 | $1,587 萬 | 4.66% | −160.0% | 減碼 |
| Woodley Farra Manion Portfolio Management Inc | 50,267 | $1,586 萬 | 0.75% | −17,704−26.0% | 減碼 |
| Ascent Wealth Partners, LLC | 50,065 | $1,579 萬 | 1.83% | −196−0.4% | 減碼 |
| Matthew 25 Management Corp | 50,000 | $1,577 萬 | 4.86% | −2,000−3.8% | 減碼 |
| YHB Investment Advisors, Inc. | 49,956 | $1,576 萬 | 1.15% | +292+0.6% | 加碼 |
| Temasek Holdings (Private) Ltd | 49,870 | $1,573 萬 | 0.05% | 00.0% | 不變 |
| Boyar Asset Management Inc. | 49,831 | $1,572 萬 | 9.95% | −975−1.9% | 減碼 |
| Confluence Wealth Services, Inc. | 49,781 | $1,570 萬 | 0.77% | +142+0.3% | 加碼 |
| DRW Securities, LLC | 49,498 | $1,561 萬 | 0.80% | +15,007+43.5% | 加碼 |
| Marietta Wealth Management, LLC | 49,489 | $1,561 萬 | 1.91% | +94+0.2% | 加碼 |
| Cercano Management LLC | 49,354 | $1,557 萬 | 0.60% | −44,719−47.5% | 減碼 |
| KG&L Capital Management,LLC | 49,981 | $1,556 萬 | 4.28% | −1,229−2.4% | 減碼 |
| Wellington Shields & Co., LLC | 49,308 | $1,555 萬 | 4.06% | −527−1.1% | 減碼 |
| Flagship Harbor Advisors, LLC | 49,306 | $1,555 萬 | 0.68% | +190+0.4% | 加碼 |
| Osprey Private Wealth LLC | 48,910 | $1,543 萬 | 5.61% | +13,580+38.4% | 加碼 |
| IFP Advisors, Inc | 48,868 | $1,541 萬 | 0.40% | +2,565+5.5% | 加碼 |
| Baldwin Investment Management, LLC | 48,789 | $1,539 萬 | 1.76% | −177−0.4% | 減碼 |
| Ronald Blue Trust, Inc. | 48,519 | $1,530 萬 | 0.17% | +865+1.8% | 加碼 |
| Prosperity Consulting Group, LLC | 48,461 | $1,529 萬 | 0.75% | +1,652+3.5% | 加碼 |
| Smartleaf Asset Management LLC | 48,398 | $1,528 萬 | 0.95% | +10,939+29.2% | 加碼 |
| Stokes Family Office, LLC | 48,377 | $1,526 萬 | 1.45% | +674+1.4% | 加碼 |
| Embree Financial Group | 48,374 | $1,526 萬 | 2.05% | +378+0.8% | 加碼 |
| Shorepoint Capital Partners LLC | 48,348 | $1,525 萬 | 3.03% | +48,348 | 新進 |
| Adalta Capital Management LLC | 48,212 | $1,521 萬 | 6.90% | 00.0% | 不變 |
| Twin Capital Management Inc | 48,151 | $1,519 萬 | 1.91% | −11,744−19.6% | 減碼 |
| Shepherd Financial Partners LLC | 48,091 | $1,517 萬 | 1.44% | +230.0% | 加碼 |
| Generali Investments CEE, investicni spolecnost, a.s. | 48,059 | $1,516 萬 | 1.15% | −1,089−2.2% | 減碼 |
| Family Capital Trust Co | 47,945 | $1,512 萬 | 5.06% | −1,949−3.9% | 減碼 |
| Artisan Partners Limited Partnership | 47,892 | $1,511 萬 | 0.02% | +47,892 | 新進 |
| Lighthouse Investment Partners, LLC | 47,864 | $1,510 萬 | 0.54% | +6,978+17.1% | 加碼 |
| Cutler Investment Counsel LLC | 47,860 | $1,510 萬 | 1.58% | −202−0.4% | 減碼 |
| Brave Asset Management Inc | 47,807 | $1,508 萬 | 3.68% | +125+0.3% | 加碼 |
| Atlanta Consulting Group Advisors, LLC | 47,478 | $1,498 萬 | 3.66% | +238+0.5% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 47,418 | $1,496 萬 | 0.78% | −2,911−5.8% | 減碼 |
| Annex Advisory Services, LLC | 47,079 | $1,485 萬 | 0.32% | −6,262−11.7% | 減碼 |
| Stokes Capital Advisors, LLC | 46,971 | $1,482 萬 | 3.45% | −341−0.7% | 減碼 |
| Core Alternative Capital | 46,869 | $1,478 萬 | 4.29% | −4,735−9.2% | 減碼 |
| Clarity Financial LLC | 46,812 | $1,477 萬 | 1.47% | −6,667−12.5% | 減碼 |
| Beck Bode, LLC | 46,617 | $1,470 萬 | 2.38% | +46,617 | 新進 |
| Pure Financial Advisors, Inc. | 46,521 | $1,467 萬 | 0.23% | −1,547−3.2% | 減碼 |
| Jaffetilchin Investment Partners, LLC | 46,511 | $1,467 萬 | 0.88% | −413−0.9% | 減碼 |
| Cincinnati Casualty Co | 46,500 | $1,467 萬 | 7.46% | 00.0% | 不變 |
| Cincinnati Specialty Underwriters Insurance CO | 46,500 | $1,467 萬 | 3.43% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 46,462 | $1,466 萬 | 0.56% | −1,929−4.0% | 減碼 |
| Duncker Streett & Co Inc | 46,038 | $1,452 萬 | 2.53% | +310+0.7% | 加碼 |
| Altrafin AG | 46,020 | $1,452 萬 | 4.60% | −3,825−7.7% | 減碼 |
| Community Financial Services Group, LLC | 46,005 | $1,451 萬 | 2.66% | −927−2.0% | 減碼 |
| Boston Family Office LLC | 45,962 | $1,450 萬 | 0.92% | −249−0.5% | 減碼 |
| Pioneer Trust Bank N A | 45,905 | $1,448 萬 | 3.39% | −915−2.0% | 減碼 |
| Mystic Asset Management, Inc. | 45,677 | $1,441 萬 | 3.25% | −203−0.4% | 減碼 |
| Punch & Associates Investment Management, Inc. | 45,573 | $1,437 萬 | 0.83% | −14,017−23.5% | 減碼 |
| Canal Capital Management, LLC | 45,555 | $1,437 萬 | 2.16% | −180.0% | 減碼 |
| Bearing Point Capital, LLC | 45,552 | $1,437 萬 | 2.47% | −467−1.0% | 減碼 |
| Texas Capital Bank Wealth Management Services Inc | 45,542 | $1,437 萬 | 1.18% | +4,657+11.4% | 加碼 |
| Smithbridge Asset Management Inc | 45,523 | $1,436 萬 | 2.09% | −645−1.4% | 減碼 |
| Ipswich Investment Management Co., Inc. | 45,496 | $1,435 萬 | 3.35% | −36−0.1% | 減碼 |
| Fulcrum Capital LLC | 45,400 | $1,432 萬 | 2.94% | −1,458−3.1% | 減碼 |
| Fulton Bank, N.A. | 45,398 | $1,432 萬 | 0.50% | −1,029−2.2% | 減碼 |
| RPG Investment Advisory, LLC | 45,395 | $1,432 萬 | 1.69% | −217−0.5% | 減碼 |
| Access Investment Management LLC | 45,392 | $1,432 萬 | 3.85% | −5,000−9.9% | 減碼 |
| Brown Miller Wealth Management, LLC | 45,388 | $1,432 萬 | 4.06% | +299+0.7% | 加碼 |
| Apriem Advisors | 45,383 | $1,432 萬 | 1.35% | +609+1.4% | 加碼 |
| L & S Advisors Inc | 45,240 | $1,427 萬 | 1.37% | −1,369−2.9% | 減碼 |
| New England Asset Management Inc | 45,180 | $1,425 萬 | 1.86% | 00.0% | 不變 |
| Coastal Bridge Advisors, LLC | 45,158 | $1,424 萬 | 1.08% | −1,151−2.5% | 減碼 |
| Independent Financial Group, LLC | 45,096 | $1,422 萬 | 0.34% | +512+1.1% | 加碼 |
| Westover Capital Advisors, LLC | 45,035 | $1,421 萬 | 2.63% | −365−0.8% | 減碼 |
| Schulhoff & Co Inc | 45,014 | $1,420 萬 | 6.06% | −136−0.3% | 減碼 |
| Wedmont Private Capital | 46,117 | $1,419 萬 | 0.53% | +2,070+4.7% | 加碼 |
| Allen Capital Group, LLC | 44,957 | $1,418 萬 | 1.35% | +1,978+4.6% | 加碼 |
| Farmers & Merchants Trust Co of Long Beach | 44,936 | $1,417 萬 | 3.00% | −2,418−5.1% | 減碼 |
| 180 GPS Investments IC Ltd | 44,737 | $1,411 萬 | 8.20% | +44,737 | 新進 |
| Ballast Advisors LLC | 44,605 | $1,407 萬 | 3.88% | −691−1.5% | 減碼 |
| Parr McKnight Wealth Management Group, LLC | 44,531 | $1,405 萬 | 1.84% | −273−0.6% | 減碼 |
| Mirabaud Asset Management Ltd | 44,453 | $1,403 萬 | 6.80% | 00.0% | 不變 |
| Kavar Capital Partners Group, LLC | 44,422 | $1,401 萬 | 1.87% | +168+0.4% | 加碼 |