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 |
|---|---|---|---|---|---|
| Frisch Financial Group, Inc. | 38,230 | $1,206 萬 | 2.81% | +115+0.3% | 加碼 |
| Apexium Financial, LP | 38,217 | $1,205 萬 | 0.59% | +385+1.0% | 加碼 |
| Leonteq Securities AG | 37,988 | $1,198 萬 | 0.64% | −6,786−15.2% | 減碼 |
| Mechanics Bank Trust Department | 37,926 | $1,196 萬 | 1.68% | −1,132−2.9% | 減碼 |
| Concord Investment Counsel Inc. | 37,922 | $1,196 萬 | 3.80% | +37,922 | 新進 |
| Fulcrum Asset Management LLP | 37,906 | $1,196 萬 | 3.31% | −1,053−2.7% | 減碼 |
| Chemistry Wealth Management LLC | 37,857 | $1,194 萬 | 2.30% | +169+0.4% | 加碼 |
| Chicago Trust Co NA | 37,834 | $1,193 萬 | 1.66% | −2,361−5.9% | 減碼 |
| Private Trust Co NA | 37,669 | $1,188 萬 | 1.05% | −4,502−10.7% | 減碼 |
| Gluskin Sheff & Assoc Inc | 37,652 | $1,188 萬 | 1.50% | −3,586−8.7% | 減碼 |
| Graves-Light Private Wealth Management, Inc. | 37,581 | $1,185 萬 | 1.32% | −1,002−2.6% | 減碼 |
| Wells Trecaso Financial Group, LLC | 37,574 | $1,185 萬 | 5.63% | −26,506−41.4% | 減碼 |
| Earnest Partners LLC | 37,460 | $1,182 萬 | 0.05% | −2,060−5.2% | 減碼 |
| DT Investment Partners, LLC | 37,440 | $1,181 萬 | 1.00% | −417−1.1% | 減碼 |
| Univest Financial Corp | 37,427 | $1,181 萬 | 0.66% | −781−2.0% | 減碼 |
| IFG Advisory, LLC | 37,408 | $1,180 萬 | 0.54% | +7,484+25.0% | 加碼 |
| AlTi Global, Inc. | 37,376 | $1,179 萬 | 0.28% | +1,037+2.9% | 加碼 |
| American Trust | 37,325 | $1,177 萬 | 0.99% | +75+0.2% | 加碼 |
| Evoke Wealth, LLC | 37,252 | $1,175 萬 | 0.25% | +3,750+11.2% | 加碼 |
| Boyd Watterson Asset Management LLC | 37,215 | $1,174 萬 | 3.50% | −762−2.0% | 減碼 |
| Capital Group Investment Management Pte. Ltd. | 37,084 | $1,170 萬 | 1.96% | +72+0.2% | 加碼 |
| Tema ETFs LLC | 36,909 | $1,164 萬 | 0.97% | +34,736+1,598.5% | 加碼 |
| D L Carlson Investment Group Inc | 36,891 | $1,164 萬 | 1.95% | +1,297+3.6% | 加碼 |
| Quest Investment Management LLC | 36,830 | $1,162 萬 | 1.22% | −4,167−10.2% | 減碼 |
| Systematic Alpha Investments, LLC | 36,804 | $1,161 萬 | 0.38% | 00.0% | 不變 |
| Atlantic Trust, LLC | 36,729 | $1,159 萬 | 1.98% | +1,267+3.6% | 加碼 |
| BigSur Wealth Management LLC | 36,576 | $1,154 萬 | 2.83% | −2,115−5.5% | 減碼 |
| Cordatus Wealth Management LLC | 36,561 | $1,153 萬 | 2.72% | +80+0.2% | 加碼 |
| Commonwealth Retirement Investments LLC | 36,532 | $1,152 萬 | 3.92% | +340+0.9% | 加碼 |
| DF Dent & Co Inc | 36,522 | $1,152 萬 | 0.15% | +1,477+4.2% | 加碼 |
| Bank of Hawaii | 36,469 | $1,150 萬 | 0.57% | −3,292−8.3% | 減碼 |
| Trustmark National Bank Trust Department | 36,418 | $1,149 萬 | 0.75% | +398+1.1% | 加碼 |
| RMR Wealth Builders | 36,323 | $1,146 萬 | 0.96% | +1,086+3.1% | 加碼 |
| WealthPlan Investment Management, LLC | 36,118 | $1,139 萬 | 0.76% | −1,479−3.9% | 減碼 |
| Blue Fin Capital, Inc. | 36,045 | $1,137 萬 | 1.79% | −225−0.6% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 35,907 | $1,133 萬 | 0.36% | −2,577−6.7% | 減碼 |
| Sargent Investment Group, LLC | 35,791 | $1,129 萬 | 1.61% | +1,466+4.3% | 加碼 |
| Wealth Advisory Solutions, LLC | 35,766 | $1,128 萬 | 2.73% | −788−2.2% | 減碼 |
| Howland Capital Management LLC | 35,766 | $1,128 萬 | 0.43% | −228−0.6% | 減碼 |
| Journey Strategic Wealth LLC | 35,669 | $1,125 萬 | 0.32% | +97+0.3% | 加碼 |
| Accurate Wealth Management, LLC | 37,205 | $1,124 萬 | 1.50% | +2,537+7.3% | 加碼 |
| First National Bank of Mount Dora, Trust Investment Services | 35,437 | $1,118 萬 | 2.47% | −8,848−20.0% | 減碼 |
| Qtron Investments LLC | 35,362 | $1,115 萬 | 1.38% | −378−1.1% | 減碼 |
| HORAN Wealth, LLC | 35,360 | $1,115 萬 | 1.76% | +4,646+15.1% | 加碼 |
| Gifford Fong Associates | 35,296 | $1,113 萬 | 2.34% | 00.0% | 不變 |
| McBroom & Associates, LLC | 35,254 | $1,112 萬 | 5.29% | −830−2.3% | 減碼 |
| Werlinich Asset Management, LLC | 35,197 | $1,110 萬 | 5.52% | 00.0% | 不變 |
| Alexander Labrunerie & Co., Inc. | 35,185 | $1,110 萬 | 4.10% | +487+1.4% | 加碼 |
| Resonant Capital Advisors, LLC | 35,181 | $1,110 萬 | 0.65% | −123−0.3% | 減碼 |
| Paradiem, LLC | 35,174 | $1,109 萬 | 2.59% | 00.0% | 不變 |
| Hilton Capital Management, LLC | 35,143 | $1,109 萬 | 0.90% | −3,112−8.1% | 減碼 |
| Bogart Wealth, LLC | 35,105 | $1,107 萬 | 0.45% | +209+0.6% | 加碼 |
| Koshinski Asset Management, Inc. | 35,085 | $1,107 萬 | 0.74% | +1,434+4.3% | 加碼 |
| Savvy Advisors, Inc. | 35,007 | $1,104 萬 | 0.51% | +3,689+11.8% | 加碼 |
| Berkshire Bank | 34,974 | $1,103 萬 | 2.38% | −1,640−4.5% | 減碼 |
| Augustine Asset Management Inc | 34,954 | $1,103 萬 | 2.22% | −196−0.6% | 減碼 |
| Sandhill Capital Partners LLC | 34,937 | $1,102 萬 | 0.77% | −593−1.7% | 減碼 |
| Jump Financial, LLC | 34,909 | $1,101 萬 | 0.14% | +29,821+586.1% | 加碼 |
| Excalibur Management Corp | 34,804 | $1,098 萬 | 3.98% | −343−1.0% | 減碼 |
| SPC Financial, Inc. | 34,783 | $1,097 萬 | 0.86% | −233−0.7% | 減碼 |
| Boyer & Corporon Wealth Management, LLC | 34,729 | $1,095 萬 | 3.28% | −7,040−16.9% | 減碼 |
| Simplicity Wealth,LLC | 34,698 | $1,094 萬 | 0.63% | −17,887−34.0% | 減碼 |
| Boston Research & Management Inc | 34,535 | $1,089 萬 | 2.38% | −554−1.6% | 減碼 |
| AdvisorNet Financial, Inc | 34,517 | $1,089 萬 | 0.62% | +7,042+25.6% | 加碼 |
| Paradigm Financial Partners, LLC | 34,415 | $1,086 萬 | 1.11% | −3,932−10.3% | 減碼 |
| Hodges Capital Management Inc. | 34,392 | $1,085 萬 | 0.93% | −1,826−5.0% | 減碼 |
| Bristlecone Advisors, LLC | 34,386 | $1,085 萬 | 0.91% | −766−2.2% | 減碼 |
| Columbia Asset Management | 34,351 | $1,084 萬 | 2.03% | −239−0.7% | 減碼 |
| GeoWealth Management, LLC | 34,321 | $1,083 萬 | 0.39% | +7,398+27.5% | 加碼 |
| CFM Wealth Partners LLC | 34,299 | $1,082 萬 | 1.57% | +1,261+3.8% | 加碼 |
| Rockline Wealth Management, LLC | 34,296 | $1,082 萬 | 2.24% | +255+0.7% | 加碼 |
| Legacy Financial Advisors, Inc. | 34,235 | $1,080 萬 | 1.49% | −45−0.1% | 減碼 |
| EverSource Wealth Advisors, LLC | 34,223 | $1,079 萬 | 0.43% | +532+1.6% | 加碼 |
| Somerset Trust Co | 34,193 | $1,079 萬 | 3.33% | −424−1.2% | 減碼 |
| Founders Capital Management | 34,185 | $1,078 萬 | 5.71% | −152−0.4% | 減碼 |
| Nilsine Partners, LLC | 34,114 | $1,076 萬 | 0.97% | +1,839+5.7% | 加碼 |
| Codex Capital Asset Management L.L.C. | 34,250 | $1,075 萬 | 4.05% | +6,250+22.3% | 加碼 |
| Arrow Capital Pty Ltd | 22,500 | $1,073 萬 | 5.75% | −1,959−8.0% | 減碼 |
| Philadelphia Trust Co | 33,909 | $1,070 萬 | 0.75% | −479−1.4% | 減碼 |
| Nikulski Financial, Inc. | 33,905 | $1,069 萬 | 2.69% | +154+0.5% | 加碼 |
| West Branch Capital LLC | 33,883 | $1,069 萬 | 2.80% | −31−0.1% | 減碼 |
| Capital Investment Counsel, LLC | 33,800 | $1,066 萬 | 1.57% | −2,266−6.3% | 減碼 |
| Insigneo Advisory Services, LLC | 33,774 | $1,065 萬 | 0.75% | −227−0.7% | 減碼 |
| New Hampshire Trust | 33,706 | $1,063 萬 | 2.05% | +140+0.4% | 加碼 |
| Genus Capital Management Inc. | 33,672 | $1,062 萬 | 1.23% | −19,396−36.5% | 減碼 |
| Clarity Wealth Advisors, LLC | 33,611 | $1,060 萬 | 2.34% | −73−0.2% | 減碼 |
| Aaron Wealth Advisors | 33,561 | $1,059 萬 | 0.64% | +11,942+55.2% | 加碼 |
| Bell & Brown Wealth Advisors, LLC | 33,538 | $1,058 萬 | 3.46% | −445−1.3% | 減碼 |
| Rehmann Capital Advisory Group | 33,467 | $1,056 萬 | 0.58% | +86+0.3% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 33,427 | $1,054 萬 | 0.49% | −826−2.4% | 減碼 |
| Pegasus Asset Management, Inc. | 33,378 | $1,053 萬 | 3.38% | +317+1.0% | 加碼 |
| GM Advisory Group, Inc. | 33,357 | $1,052 萬 | 0.45% | +491+1.5% | 加碼 |
| Stony Point Wealth Management Inc. | 33,338 | $1,052 萬 | 4.25% | −2,378−6.7% | 減碼 |
| 1248 Management, LLC | 33,270 | $1,049 萬 | 5.92% | −10,909−24.7% | 減碼 |
| Stonebrook Private Inc. | 33,216 | $1,048 萬 | 2.26% | +346+1.1% | 加碼 |
| Moody National Bank Trust Division | 33,171 | $1,046 萬 | 0.88% | +204+0.6% | 加碼 |
| Kestra Investment Management, LLC | 33,115 | $1,045 萬 | 0.28% | −34,268−50.9% | 減碼 |
| Capital Asset Advisory Services LLC | 33,089 | $1,044 萬 | 0.45% | +507+1.6% | 加碼 |
| Kentucky Farm Bureau Mutual Insurance Co | 33,000 | $1,041 萬 | 2.56% | 00.0% | 不變 |
| Everpar Advisors LLC | 32,960 | $1,040 萬 | 4.11% | +121+0.4% | 加碼 |