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 |
|---|---|---|---|---|---|
| Trueblood Wealth Management, LLC | 44,339 | $1,399 萬 | 5.45% | −454−1.0% | 減碼 |
| Bard Financial Services, Inc. | 44,060 | $1,390 萬 | 1.53% | −600−1.3% | 減碼 |
| Nelson Capital Management, LLC | 43,991 | $1,388 萬 | 1.65% | +2,243+5.4% | 加碼 |
| SageView Advisory Group, LLC | 43,990 | $1,388 萬 | 0.48% | −1,760−3.8% | 減碼 |
| Kingswood Wealth Advisors, LLC | 43,951 | $1,386 萬 | 0.84% | +13,952+46.5% | 加碼 |
| Liontrust Investment Partners LLP | 43,922 | $1,385 萬 | 0.20% | +43,922 | 新進 |
| Shelton Capital Management | 43,892 | $1,384 萬 | 0.30% | +4,704+12.0% | 加碼 |
| City Holding Co | 43,879 | $1,384 萬 | 1.74% | +1,207+2.8% | 加碼 |
| Intrust Bank NA | 43,829 | $1,382 萬 | 1.15% | +332+0.8% | 加碼 |
| Patton Albertson Miller Group, LLC | 43,774 | $1,381 萬 | 1.67% | −1,097−2.4% | 減碼 |
| Elk River Wealth Management, LLC | 43,772 | $1,381 萬 | 2.21% | −174−0.4% | 減碼 |
| Syon Capital LLC | 43,589 | $1,375 萬 | 0.74% | +4,944+12.8% | 加碼 |
| Jacobi Capital Management LLC | 43,452 | $1,371 萬 | 0.83% | −818−1.8% | 減碼 |
| Rollins Financial Advisors, LLC | 43,442 | $1,370 萬 | 2.07% | −508−1.2% | 減碼 |
| Pettee Investors, Inc. | 43,381 | $1,368 萬 | 7.53% | −2,215−4.9% | 減碼 |
| Parthenon LLC | 43,360 | $1,368 萬 | 1.52% | +462+1.1% | 加碼 |
| Plimoth Trust Co LLC | 43,360 | $1,368 萬 | 3.10% | −2,142−4.7% | 減碼 |
| Thompson Investment Management, Inc. | 43,221 | $1,363 萬 | 1.82% | −1,942−4.3% | 減碼 |
| Bangor Savings Bank | 43,125 | $1,360 萬 | 1.13% | −592−1.4% | 減碼 |
| XML Financial, LLC | 42,871 | $1,352 萬 | 1.10% | −1,500−3.4% | 減碼 |
| CX Institutional | 42,824 | $1,351 萬 | 0.41% | +16,994+65.8% | 加碼 |
| Private Advisory Group LLC | 42,778 | $1,349 萬 | 1.18% | −1,470−3.3% | 減碼 |
| Xcel Wealth Management, LLC | 42,766 | $1,349 萬 | 3.51% | −343−0.8% | 減碼 |
| SevenBridge Financial Group, LLC | 42,024 | $1,346 萬 | 2.22% | −1,856−4.2% | 減碼 |
| Kinneret Advisory, LLC | 42,642 | $1,345 萬 | 1.14% | −191−0.4% | 減碼 |
| Bridgewater Advisors Inc. | 42,869 | $1,344 萬 | 0.93% | −300−0.7% | 減碼 |
| Townsend Asset Management Corp | 42,508 | $1,341 萬 | 4.77% | −706−1.6% | 減碼 |
| First Western Trust Bank | 42,424 | $1,338 萬 | 0.61% | −1,488−3.4% | 減碼 |
| Profund Advisors LLC | 42,418 | $1,338 萬 | 0.43% | +2,303+5.7% | 加碼 |
| Royal Fund Management, LLC | 42,293 | $1,335 萬 | 1.64% | −7,121−14.4% | 減碼 |
| Parcion Private Wealth LLC | 42,305 | $1,334 萬 | 0.83% | +1,082+2.6% | 加碼 |
| Coerente Capital Management | 42,191 | $1,331 萬 | 2.36% | −1,255−2.9% | 減碼 |
| Nordwand Advisors, LLC | 42,113 | $1,328 萬 | 2.11% | +4,263+11.3% | 加碼 |
| Asset Planning Services Inc | 42,057 | $1,327 萬 | 5.59% | +150+0.4% | 加碼 |
| Interval Partners, LP | 41,787 | $1,318 萬 | 0.28% | −44,046−51.3% | 減碼 |
| Anchor Investment Management, LLC | 41,559 | $1,311 萬 | 1.09% | +1,262+3.1% | 加碼 |
| Harbour Capital Advisors, LLC | 42,602 | $1,311 萬 | 2.68% | −4,400−9.4% | 減碼 |
| Signal Advisors Wealth, LLC | 41,470 | $1,308 萬 | 1.19% | +10,476+33.8% | 加碼 |
| Unison Asset Management LLC | 41,443 | $1,307 萬 | 6.11% | 00.0% | 不變 |
| Oxford Financial Group Ltd | 41,299 | $1,303 萬 | 0.74% | +1,227+3.1% | 加碼 |
| McGinn Investment Management, Inc. | 41,242 | $1,301 萬 | 7.63% | −220−0.5% | 減碼 |
| Providence Capital Advisors, LLC | 41,189 | $1,299 萬 | 2.25% | +776+1.9% | 加碼 |
| Barometer Capital Management Inc. | 41,278 | $1,296 萬 | 2.96% | −2,122−4.9% | 減碼 |
| RBF Capital, LLC | 41,000 | $1,293 萬 | 0.59% | 00.0% | 不變 |
| Tradewinds, LLC. | 40,995 | $1,293 萬 | 3.15% | +40,995 | 新進 |
| Compass Wealth Management LLC | 40,977 | $1,293 萬 | 2.89% | −1,190−2.8% | 減碼 |
| Contravisory Investment Management, Inc. | 40,946 | $1,292 萬 | 2.50% | −1,994−4.6% | 減碼 |
| GW Henssler & Associates Ltd | 40,922 | $1,291 萬 | 0.64% | −313−0.8% | 減碼 |
| First Nebraska Trust Co | 40,911 | $1,290 萬 | 1.17% | +240+0.6% | 加碼 |
| Valmark Advisers, Inc. | 40,850 | $1,289 萬 | 0.17% | +210+0.5% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 40,641 | $1,282 萬 | 0.96% | −265−0.6% | 減碼 |
| Chronos Wealth Management, LLC | 40,619 | $1,281 萬 | 6.28% | −568−1.4% | 減碼 |
| Citizens National Bank Trust Department | 40,491 | $1,277 萬 | 2.28% | −240−0.6% | 減碼 |
| Icon Wealth Advisors, LLC | 40,374 | $1,274 萬 | 0.86% | −1,925−4.6% | 減碼 |
| Wetzel Investment Advisors, Inc. | 40,362 | $1,273 萬 | 5.43% | −3,846−8.7% | 減碼 |
| Larson Financial Group LLC | 40,356 | $1,273 萬 | 0.45% | +2,722+7.2% | 加碼 |
| Intact Investment Management Inc. | 40,300 | $1,271 萬 | 0.38% | −200−0.5% | 減碼 |
| Lathrop Investment Management Corp | 40,127 | $1,266 萬 | 2.33% | +1,730+4.5% | 加碼 |
| Chilton Investment Co LLC | 40,094 | $1,265 萬 | 0.26% | +17,739+79.4% | 加碼 |
| NBC Securities, Inc. | 40,088 | $1,265 萬 | 0.97% | −267−0.7% | 減碼 |
| Arista Wealth Management, LLC | 40,027 | $1,263 萬 | 1.57% | +766+2.0% | 加碼 |
| Empire Financial Management Company, LLC | 39,949 | $1,260 萬 | 2.89% | +130+0.3% | 加碼 |
| Redmond Asset Management, LLC | 39,877 | $1,258 萬 | 3.09% | −1,129−2.8% | 減碼 |
| Beacon Financial Group | 39,874 | $1,258 萬 | 1.24% | −831−2.0% | 減碼 |
| Walter & Keenan Financial Consulting Co | 39,872 | $1,258 萬 | 3.49% | −3,300−7.6% | 減碼 |
| Parkside Financial Bank & Trust | 39,808 | $1,256 萬 | 0.97% | +627+1.6% | 加碼 |
| Broadleaf Partners, LLC | 39,780 | $1,255 萬 | 2.62% | +13,765+52.9% | 加碼 |
| Financial Advisory Service, Inc. | 39,638 | $1,250 萬 | 0.85% | +656+1.7% | 加碼 |
| Constitution Capital LLC | 39,611 | $1,249 萬 | 5.84% | −898−2.2% | 減碼 |
| Csenge Advisory Group | 39,551 | $1,248 萬 | 0.60% | −810−2.0% | 減碼 |
| American Money Management, LLC | 39,535 | $1,247 萬 | 2.08% | −121−0.3% | 減碼 |
| Mirabella Financial Services LLP | 39,566 | $1,246 萬 | 1.08% | +22,164+127.4% | 加碼 |
| Western Wealth Management, LLC | 39,472 | $1,245 萬 | 0.66% | +937+2.4% | 加碼 |
| Advocate Group LLC | 39,466 | $1,245 萬 | 2.05% | −1,053−2.6% | 減碼 |
| Claro Advisors LLC | 39,398 | $1,243 萬 | 1.81% | +512+1.3% | 加碼 |
| Global Wealth Management Investment Advisory, Inc. | 39,349 | $1,241 萬 | 2.08% | −2,650−6.3% | 減碼 |
| Strategic Planning Group, LLC | 39,168 | $1,235 萬 | 1.67% | +8,170+26.4% | 加碼 |
| Legacy Trust | 39,140 | $1,235 萬 | 2.43% | +2,942+8.1% | 加碼 |
| Greenwood Capital Associates LLC | 39,116 | $1,234 萬 | 1.42% | −1,998−4.9% | 減碼 |
| Waratah Capital Advisors Ltd. | 39,115 | $1,234 萬 | 0.84% | +2,512+6.9% | 加碼 |
| Bridge Creek Capital Management LLC | 39,033 | $1,231 萬 | 3.42% | −1,949−4.8% | 減碼 |
| Bradley & Co. Private Wealth Management, LLC | 39,009 | $1,230 萬 | 6.81% | −402−1.0% | 減碼 |
| Viking Fund Management LLC | 39,000 | $1,230 萬 | 1.49% | −3,000−7.1% | 減碼 |
| Arete Wealth Advisors, LLC | 38,929 | $1,228 萬 | 0.77% | +2,201+6.0% | 加碼 |
| Torray LLC | 38,859 | $1,226 萬 | 1.66% | −14,545−27.2% | 減碼 |
| Fusion Capital, LLC | 39,311 | $1,223 萬 | 3.56% | −642−1.6% | 減碼 |
| Strategic Advisors LLC | 38,748 | $1,222 萬 | 1.97% | +425+1.1% | 加碼 |
| Lorne Steinberg Wealth Management Inc. | 38,650 | $1,219 萬 | 2.94% | +130+0.3% | 加碼 |
| Van Strum & Towne Inc. | 38,638 | $1,219 萬 | 3.58% | −893−2.3% | 減碼 |
| Q Capital Solutions | 38,610 | $1,218 萬 | 5.28% | −17,590−31.3% | 減碼 |
| BCS Private Wealth Management, Inc. | 38,593 | $1,217 萬 | 4.36% | −310−0.8% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 38,550 | $1,216 萬 | 0.37% | +1,321+3.5% | 加碼 |
| Harbour Investments, Inc. | 38,527 | $1,215 萬 | 0.28% | +618+1.6% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 38,517 | $1,215 萬 | 0.44% | +2,662+7.4% | 加碼 |
| WESPAC Advisors SoCal, LLC | 38,512 | $1,215 萬 | 2.47% | −1,226−3.1% | 減碼 |
| Security National Bank | 38,497 | $1,214 萬 | 1.86% | +1,012+2.7% | 加碼 |
| Stablepoint Partners, LLC | 38,432 | $1,212 萬 | 1.92% | −719−1.8% | 減碼 |
| B & T Capital Management DBA Alpha Capital Management | 38,431 | $1,212 萬 | 1.92% | −1,079−2.7% | 減碼 |
| Old Second National Bank of Aurora | 38,343 | $1,209 萬 | 2.49% | −1,239−3.1% | 減碼 |
| Advanced Asset Management Advisors Inc | 38,277 | $1,207 萬 | 3.23% | +70+0.2% | 加碼 |