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 |
|---|---|---|---|---|---|
| Alpha Omega Wealth Management LLC | 32,917 | $1,038 萬 | 1.73% | −2,312−6.6% | 減碼 |
| Bill Few Associates, Inc. | 32,870 | $1,037 萬 | 2.67% | +26+0.1% | 加碼 |
| Diversify Advisory Services, LLC | 33,500 | $1,036 萬 | 0.35% | −7,058−17.4% | 減碼 |
| Change Path, LLC | 32,761 | $1,033 萬 | 0.25% | +794+2.5% | 加碼 |
| Harvey Capital Management Inc | 32,702 | $1,032 萬 | 2.20% | −1,170−3.5% | 減碼 |
| Brick & Kyle, Associates | 32,686 | $1,031 萬 | 3.80% | −127−0.4% | 減碼 |
| Essex LLC | 32,660 | $1,030 萬 | 1.87% | −619−1.9% | 減碼 |
| Marex Group plc | 32,458 | $1,024 萬 | 0.13% | +31,760+4,550.1% | 加碼 |
| Trust Asset Management LLC | 32,424 | $1,023 萬 | 0.70% | 00.0% | 不變 |
| Ossiam | 32,351 | $1,020 萬 | 0.13% | +1,899+6.2% | 加碼 |
| Baader Bank INC | 32,520 | $1,020 萬 | 0.85% | +7,430+29.6% | 加碼 |
| Chemung Canal Trust Co | 32,291 | $1,019 萬 | 2.03% | −1,482−4.4% | 減碼 |
| Chapin Davis, Inc. | 32,275 | $1,018 萬 | 2.50% | +135+0.4% | 加碼 |
| Focus Financial Network, Inc. | 32,241 | $1,017 萬 | 0.36% | +761+2.4% | 加碼 |
| Arjuna Capital | 32,197 | $1,016 萬 | 2.52% | +176+0.5% | 加碼 |
| Covington Investment Advisors Inc. | 32,191 | $1,015 萬 | 1.33% | −471−1.4% | 減碼 |
| Brown Shipley& Co Ltd | 32,137 | $1,014 萬 | 5.35% | −5,205−13.9% | 減碼 |
| Beutel, Goodman & Co Ltd. | 32,125 | $1,013 萬 | 0.06% | −525−1.6% | 減碼 |
| Financial Strategies Group, Inc. | 32,701 | $1,012 萬 | 1.93% | +658+2.1% | 加碼 |
| NatWest Group plc | 32,040 | $1,011 萬 | 2.50% | +423+1.3% | 加碼 |
| Cottage Street Advisors LLC | 32,127 | $1,010 萬 | 4.29% | −363−1.1% | 減碼 |
| Lake Street Financial LLC | 31,995 | $1,009 萬 | 1.30% | −427−1.3% | 減碼 |
| NTV Asset Management LLC | 31,978 | $1,009 萬 | 1.10% | +1,186+3.9% | 加碼 |
| Leuthold Group, LLC | 31,963 | $1,008 萬 | 1.10% | +1,081+3.5% | 加碼 |
| Citizens Business Bank | 31,875 | $1,005 萬 | 1.68% | +881+2.8% | 加碼 |
| RFG Advisory, LLC | 31,870 | $1,005 萬 | 0.21% | −2,457−7.2% | 減碼 |
| Strategic Blueprint, LLC | 31,818 | $1,004 萬 | 0.44% | +3,133+10.9% | 加碼 |
| White Pine Investment CO | 31,749 | $1,002 萬 | 2.38% | −770−2.4% | 減碼 |
| Coppell Advisory Solutions LLC | 31,697 | $1,001 萬 | 1.08% | −4,520−12.5% | 減碼 |
| First Interstate Bank | 31,660 | $998.7 萬 | 0.55% | −588−1.8% | 減碼 |
| Asset Dedication, LLC | 31,641 | $998.0 萬 | 0.67% | −2,989−8.6% | 減碼 |
| First Business Financial Services, Inc. | 31,583 | $996.2 萬 | 0.91% | −2,367−7.0% | 減碼 |
| Ausdal Financial Partners, Inc. | 31,519 | $994.2 萬 | 0.48% | +7,554+31.5% | 加碼 |
| Naviter Wealth, LLC | 31,489 | $993.3 萬 | 1.16% | +1,529+5.1% | 加碼 |
| Charles Schwab Trust Co | 31,454 | $992.2 萬 | 0.67% | +4,263+15.7% | 加碼 |
| WealthShield Partners, LLC | 31,406 | $990.6 萬 | 1.12% | −79−0.3% | 減碼 |
| Diversify Wealth Management, LLC | 32,022 | $990.6 萬 | 0.57% | +1,177+3.8% | 加碼 |
| Bedel Financial Consulting, Inc. | 31,379 | $989.8 萬 | 1.26% | +399+1.3% | 加碼 |
| Cooper Capital Advisors LLC | 31,302 | $987.3 萬 | 6.38% | +780+2.6% | 加碼 |
| Paradigm Asset Management Co LLC | 31,291 | $987.0 萬 | 2.27% | 00.0% | 不變 |
| Golden State Equity Partners | 31,204 | $984.3 萬 | 1.66% | −1,094−3.4% | 減碼 |
| MSA Advisors, LLC | 31,200 | $984.1 萬 | 2.46% | 00.0% | 不變 |
| E&G Advisors, LP | 31,173 | $981.2 萬 | 2.28% | +157+0.5% | 加碼 |
| Field & Main Bank | 31,102 | $981.0 萬 | 2.90% | −357−1.1% | 減碼 |
| Ransom Advisory, Ltd | 31,079 | $980.3 萬 | 4.42% | −885−2.8% | 減碼 |
| Udine Wealth Management, Inc. | 31,074 | $980.2 萬 | 4.70% | +322+1.0% | 加碼 |
| Heritage Wealth Management, Inc. | 31,064 | $979.9 萬 | 2.88% | −679−2.1% | 減碼 |
| Stone Point Wealth LLC | 31,003 | $977.9 萬 | 2.77% | +579+1.9% | 加碼 |
| Hoey Investments, Inc | 31,002 | $977.9 萬 | 1.32% | +671+2.2% | 加碼 |
| Ironvine Capital Partners, LLC | 30,971 | $976.9 萬 | 0.97% | 00.0% | 不變 |
| McDonald Partners LLC | 30,955 | $976.4 萬 | 2.91% | −6,718−17.8% | 減碼 |
| Indiana Trust & Investment Management CO | 30,938 | $975.9 萬 | 2.97% | +235+0.8% | 加碼 |
| Sentinel Trust Co Lba | 30,889 | $974.3 萬 | 0.99% | −800−2.5% | 減碼 |
| Owen LaRue, LLC | 30,883 | $974.2 萬 | 3.83% | −7,120−18.7% | 減碼 |
| Washington Trust Advisors, Inc. | 30,881 | $974.1 萬 | 0.74% | −447−1.4% | 減碼 |
| Meiji Yasuda Life Insurance Co | 30,826 | $972.3 萬 | 0.28% | −458−1.5% | 減碼 |
| Guyasuta Investment Advisors Inc | 30,811 | $971.9 萬 | 0.56% | +829+2.8% | 加碼 |
| DLK Investment Management, LLC | 30,776 | $970.8 萬 | 3.66% | −458−1.5% | 減碼 |
| WCG Wealth Advisors LLC | 30,758 | $970.2 萬 | 0.61% | −843−2.7% | 減碼 |
| Mitchell McLeod Pugh & Williams Inc | 31,754 | $969.6 萬 | 1.56% | +66+0.2% | 加碼 |
| Occidental Asset Management, LLC | 30,710 | $968.7 萬 | 1.22% | +3,265+11.9% | 加碼 |
| Inspire Trust Co, N.A. | 30,700 | $968.4 萬 | 1.76% | +700+2.3% | 加碼 |
| Summerhill Capital Management lnc. | 30,691 | $968.1 萬 | 10.05% | −50−0.2% | 減碼 |
| Mission Creek Capital Partners, Inc. | 51,615 | $964.1 萬 | 1.91% | −188−0.4% | 減碼 |
| William B. Walkup & Associates, Inc. | 30,559 | $963.9 萬 | 5.16% | −20−0.1% | 減碼 |
| Abbot Financial Management, Inc. | 30,533 | $963.1 萬 | 4.11% | −239−0.8% | 減碼 |
| Mandatum Life Insurance Co Ltd | 30,502 | $962.1 萬 | 2.30% | −4,000−11.6% | 減碼 |
| HGK Asset Management Inc | 30,489 | $961.7 萬 | 1.56% | −30.0% | 減碼 |
| Checchi Capital Advisers, LLC | 30,486 | $961.6 萬 | 0.66% | −2,063−6.3% | 減碼 |
| Exencial Wealth Advisors, LLC | 30,443 | $960.3 萬 | 0.31% | +622+2.1% | 加碼 |
| Capital Insight Partners, LLC | 30,424 | $959.7 萬 | 1.59% | −998−3.2% | 減碼 |
| Marino, Stram & Associates LLC | 30,399 | $958.9 萬 | 1.72% | +1,995+7.0% | 加碼 |
| Shell Asset Management Co | 30,326 | $956.6 萬 | 0.96% | −56,685−65.1% | 減碼 |
| MidWestOne Financial Group, Inc. | 30,315 | $956.2 萬 | 1.16% | +75+0.2% | 加碼 |
| Soltis Investment Advisors LLC | 30,279 | $955.1 萬 | 0.66% | −6,463−17.6% | 減碼 |
| Hixon Zuercher, LLC | 30,270 | $954.8 萬 | 2.91% | −3,760−11.0% | 減碼 |
| DCM Advisors, LLC | 30,247 | $954.1 萬 | 4.02% | −1,335−4.2% | 減碼 |
| Union Heritage Capital, LLC | 30,205 | $952.8 萬 | 3.09% | 00.0% | 不變 |
| Phillips Financial Management, LLC | 30,194 | $952.4 萬 | 0.63% | +1,273+4.4% | 加碼 |
| Baugh & Associates, LLC | 32,505 | $952.4 萬 | 4.73% | −1,088−3.2% | 減碼 |
| Sava Infond d.o.o. | 30,175 | $951.8 萬 | 1.35% | −550−1.8% | 減碼 |
| William Blair Investment Management, LLC | 30,103 | $949.5 萬 | 0.02% | −44,855−59.8% | 減碼 |
| Patten Group, Inc. | 30,098 | $949.4 萬 | 1.85% | −260−0.9% | 減碼 |
| Allen Holding Inc | 30,000 | $946.3 萬 | 0.89% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 29,941 | $944.4 萬 | 0.29% | +768+2.6% | 加碼 |
| RDA Financial Network | 29,925 | $943.9 萬 | 2.33% | −1,390−4.4% | 減碼 |
| HCR Wealth Advisors | 30,662 | $943.0 萬 | 0.98% | +871+2.9% | 加碼 |
| Great Lakes Retirement, Inc. | 29,874 | $942.3 萬 | 1.03% | +1,263+4.4% | 加碼 |
| R.m.sincerbeaux Capital Management LLC | 29,870 | $942.2 萬 | 5.07% | −100−0.3% | 減碼 |
| Symphony Financial, Ltd. Co. | 30,265 | $942.2 萬 | 1.15% | +3,429+12.8% | 加碼 |
| Sompo Asset Management Co., Ltd. | 29,803 | $940.1 萬 | 1.62% | −1,218−3.9% | 減碼 |
| Gryphon Financial Partners LLC | 29,783 | $939.5 萬 | 1.07% | −1,447−4.6% | 減碼 |
| Concorde Financial Corp | 29,743 | $938.2 萬 | 5.20% | −804−2.6% | 減碼 |
| Oak Family Advisors, LLC | 29,724 | $937.6 萬 | 3.04% | +133+0.4% | 加碼 |
| Addison Capital Co | 29,709 | $937.1 萬 | 2.77% | −589−1.9% | 減碼 |
| Argyle Capital Management Inc. | 29,704 | $937.0 萬 | 3.24% | −75−0.3% | 減碼 |
| Supplemental Annuity Collective Trust of NJ | 29,700 | $936.8 萬 | 2.47% | 00.0% | 不變 |
| Wealth Effects LLC | 29,689 | $936.5 萬 | 3.01% | +47+0.2% | 加碼 |
| BBR Partners, LLC | 29,667 | $935.8 萬 | 0.54% | −1,504−4.8% | 減碼 |
| Hall Capital Management Co Inc | 29,661 | $935.6 萬 | 3.69% | −139−0.5% | 減碼 |