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 |
|---|---|---|---|---|---|
| Grove Bank & Trust | 29,651 | $935.3 萬 | 1.09% | −1,601−5.1% | 減碼 |
| Simon Quick Advisors, LLC | 29,607 | $933.9 萬 | 0.42% | +1,084+3.8% | 加碼 |
| Pitcairn Co | 29,583 | $933.1 萬 | 0.74% | −10,254−25.7% | 減碼 |
| Private Wealth Asset Management, LLC | 29,546 | $932.0 萬 | 1.10% | −141−0.5% | 減碼 |
| Avestar Capital, LLC | 29,448 | $928.9 萬 | 0.66% | −2,875−8.9% | 減碼 |
| Ironwood Investment Counsel, LLC | 29,401 | $927.4 萬 | 1.35% | −592−2.0% | 減碼 |
| Patient Capital Management, LLC | 29,379 | $926.7 萬 | 0.37% | −40.0% | 減碼 |
| Amarillo National Bank | 29,365 | $926.3 萬 | 1.63% | +65+0.2% | 加碼 |
| RPg Family Wealth Advisory, LLC | 29,337 | $925.4 萬 | 2.03% | +10,287+54.0% | 加碼 |
| Hayek Kallen Investment Management | 29,331 | $925.2 萬 | 2.92% | +185+0.6% | 加碼 |
| Mirabaud & Cie SA | 29,294 | $924.0 萬 | 2.94% | −2,051−6.5% | 減碼 |
| Harbor Advisory Corp | 29,290 | $923.9 萬 | 2.73% | −2,038−6.5% | 減碼 |
| SeaBridge Investment Advisors LLC | 29,288 | $923.8 萬 | 1.50% | +415+1.4% | 加碼 |
| Guardian Wealth Advisors, LLC | 29,258 | $922.9 萬 | 0.60% | +146+0.5% | 加碼 |
| Concord Wealth Partners | 29,198 | $921.0 萬 | 1.27% | +55+0.2% | 加碼 |
| Archford Capital Strategies, LLC | 29,136 | $919.0 萬 | 1.09% | −1,365−4.5% | 減碼 |
| Zevenbergen Capital Investments LLC | 29,098 | $917.8 萬 | 0.18% | −440−1.5% | 減碼 |
| Herold Advisors, Inc. | 29,013 | $915.3 萬 | 2.12% | +588+2.1% | 加碼 |
| CoreCap Advisors, LLC | 29,014 | $915.2 萬 | 0.33% | +1,610+5.9% | 加碼 |
| Shelter Mutual Insurance Co | 29,000 | $914.7 萬 | 2.05% | 00.0% | 不變 |
| Pathway Financial Advisers, LLC | 29,148 | $914.1 萬 | 2.67% | −2,530−8.0% | 減碼 |
| Hi-Line Capital Management, LLC | 28,941 | $912.9 萬 | 2.88% | +524+1.8% | 加碼 |
| Lee Danner & Bass Inc | 28,889 | $911.2 萬 | 0.66% | +3,024+11.7% | 加碼 |
| GFS Advisors, LLC | 28,888 | $911.2 萬 | 1.16% | −14,647−33.6% | 減碼 |
| Texas Bank & Trust Co | 28,881 | $911.0 萬 | 3.44% | −244−0.8% | 減碼 |
| Hamilton Point Investment Advisors, LLC | 28,864 | $910.5 萬 | 1.42% | +46+0.2% | 加碼 |
| Hartford Financial Management Inc. | 28,806 | $908.6 萬 | 2.41% | +513+1.8% | 加碼 |
| Marietta Investment Partners LLC | 28,773 | $907.6 萬 | 1.75% | −962−3.2% | 減碼 |
| Creegan & Nassoura Financial Group, LLC | 28,758 | $907.1 萬 | 5.86% | −1,491−4.9% | 減碼 |
| Platform Technology Partners | 28,753 | $907.0 萬 | 2.17% | +508+1.8% | 加碼 |
| Northwest Bancshares, Inc. | 28,748 | $906.8 萬 | 1.51% | −1,383−4.6% | 減碼 |
| Angeles Wealth Management, LLC | 28,747 | $906.8 萬 | 0.56% | +10,893+61.0% | 加碼 |
| International Assets Investment Management, LLC | 31,163 | $905.0 萬 | 0.73% | −1,548,996−98.0% | 減碼 |
| Everhart Financial Group, Inc. | 28,689 | $904.9 萬 | 0.91% | +1,188+4.3% | 加碼 |
| Parisi Gray Wealth Management | 28,687 | $904.9 萬 | 2.35% | +68+0.2% | 加碼 |
| High Note Wealth, LLC | 28,664 | $904.1 萬 | 1.82% | +611+2.2% | 加碼 |
| Dark Forest Capital Management LP | 28,657 | $903.9 萬 | 0.34% | +28,657 | 新進 |
| Dynasty Wealth Management, LLC | 28,657 | $903.9 萬 | 0.12% | +28,657 | 新進 |
| Lauterbach Financial Advisors, LLC | 28,621 | $902.8 萬 | 4.54% | +15+0.1% | 加碼 |
| Klingman & Associates, LLC | 28,601 | $902.2 萬 | 0.46% | +7,939+38.4% | 加碼 |
| Moloney Securities Asset Management, LLC | 28,572 | $901.3 萬 | 1.07% | +2,958+11.5% | 加碼 |
| Drucker Wealth 3.0, LLC | 28,520 | $899.6 萬 | 1.60% | −2,277−7.4% | 減碼 |
| MTM Investment Management, LLC | 28,511 | $899.3 萬 | 2.86% | −187−0.7% | 減碼 |
| Triasima Portfolio Management inc. | 28,492 | $898.7 萬 | 1.36% | +1,338+4.9% | 加碼 |
| Montecito Bank & Trust | 28,486 | $898.5 萬 | 1.40% | +28,486 | 新進 |
| Comprehensive Financial Consultants Institutional, Inc. | 28,460 | $897.7 萬 | 2.78% | −937−3.2% | 減碼 |
| MV Capital Management, Inc. | 28,421 | $896.5 萬 | 0.86% | +280+1.0% | 加碼 |
| Cove Private Wealth, LLC | 28,405 | $896.0 萬 | 2.84% | +80+0.3% | 加碼 |
| S-Bank Fund Management Ltd | 28,398 | $895.8 萬 | 1.19% | −1,564−5.2% | 減碼 |
| Manhattan West Asset Management, LLC | 28,337 | $893.8 萬 | 1.89% | +222+0.8% | 加碼 |
| Schmidt P J Investment Management Inc | 28,336 | $893.8 萬 | 1.48% | −4,912−14.8% | 減碼 |
| L2 Asset Management, LLC | 28,307 | $892.9 萬 | 1.29% | −2,424−7.9% | 減碼 |
| Alberta Investment Management Corp | 28,300 | $892.7 萬 | 0.06% | +300+1.1% | 加碼 |
| Red Cedar Investment Management, LLC | 28,289 | $892.3 萬 | 1.05% | 00.0% | 不變 |
| Act Two Investors LLC | 28,287 | $892.3 萬 | 1.58% | 00.0% | 不變 |
| Socorro Asset Management LP | 28,269 | $891.7 萬 | 3.21% | −13,840−32.9% | 減碼 |
| Founders Financial Alliance, LLC | 28,254 | $891.2 萬 | 1.68% | +359+1.3% | 加碼 |
| tru Independence LLC | 28,253 | $891.2 萬 | 2.32% | −164−0.6% | 減碼 |
| Brooks, Moore & Associates, Inc. | 28,218 | $890.1 萬 | 4.72% | −1,816−6.0% | 減碼 |
| Argent Advisors, Inc. | 28,196 | $889.4 萬 | 2.62% | +812+3.0% | 加碼 |
| RB Capital Management, LLC | 28,119 | $886.9 萬 | 1.85% | +723+2.6% | 加碼 |
| United Bank | 28,104 | $886.5 萬 | 3.08% | +90+0.3% | 加碼 |
| Essex Savings Bank | 28,071 | $885.4 萬 | 1.99% | −752−2.6% | 減碼 |
| Hengehold Capital Management LLC | 28,034 | $884.3 萬 | 0.75% | −599−2.1% | 減碼 |
| Little House Capital LLC | 28,022 | $883.9 萬 | 2.03% | +202+0.7% | 加碼 |
| IFC Advisors LLC | 28,016 | $883.7 萬 | 1.62% | −8,365−23.0% | 減碼 |
| Ami Investment Management Inc | 27,977 | $882.5 萬 | 2.05% | −1,017−3.5% | 減碼 |
| Scissortail Wealth Management, LLC | 27,961 | $882.0 萬 | 1.92% | −89−0.3% | 減碼 |
| Connecticut Wealth Management, LLC | 27,912 | $880.4 萬 | 0.39% | +4,241+17.9% | 加碼 |
| Lincoln Capital LLC | 28,383 | $880.0 萬 | 1.65% | −806−2.8% | 減碼 |
| Compton Wealth Advisory Group, LLC | 27,799 | $876.9 萬 | 2.03% | −973−3.4% | 減碼 |
| Relyea Zuckerberg Hanson LLC | 27,788 | $876.5 萬 | 0.92% | −424−1.5% | 減碼 |
| Cavalier Investments, LLC | 35,546 | $874.5 萬 | 3.52% | +1,798+5.3% | 加碼 |
| Romano Brothers and Company | 27,719 | $874.3 萬 | 1.00% | −278−1.0% | 減碼 |
| Holderness Investments Co | 27,629 | $871.5 萬 | 1.78% | −1,346−4.6% | 減碼 |
| Hillsdale Investment Management Inc. | 27,592 | $870.3 萬 | 0.26% | −3,060−10.0% | 減碼 |
| Bank of New Hampshire | 27,547 | $868.9 萬 | 2.00% | −78−0.3% | 減碼 |
| Meitav Dash Investments Ltd | 27,541 | $868.8 萬 | 0.12% | −22,133−44.6% | 減碼 |
| Kovack Advisors, Inc. | 27,490 | $867.1 萬 | 0.82% | −2,591−8.6% | 減碼 |
| Kera Capital Partners, Inc. | 27,350 | $862.7 萬 | 1.29% | +5,962+27.9% | 加碼 |
| Evexia Wealth LLC | 27,977 | $861.6 萬 | 2.58% | −4,104−12.8% | 減碼 |
| Trifecta Capital Advisors, LLC | 27,301 | $861.2 萬 | 1.31% | +1,177+4.5% | 加碼 |
| First Pacific Financial | 27,285 | $860.7 萬 | 1.20% | +6,181+29.3% | 加碼 |
| Modus Advisors, LLC | 27,269 | $860.1 萬 | 2.34% | +78+0.3% | 加碼 |
| Dean Investment Associates, LLC | 27,267 | $860.1 萬 | 1.21% | −9,284−25.4% | 減碼 |
| BNC Wealth Management, LLC | 27,185 | $857.5 萬 | 2.16% | +552+2.1% | 加碼 |
| K.J. Harrison & Partners Inc | 27,835 | $856.1 萬 | 1.22% | +5,000+21.9% | 加碼 |
| Delta Capital Management LLC | 27,135 | $855.9 萬 | 4.43% | −35−0.1% | 減碼 |
| Agate Pass Investment Management, LLC | 27,124 | $855.6 萬 | 3.26% | −189−0.7% | 減碼 |
| Cigna Investments Inc | 27,122 | $855.5 萬 | 1.21% | −238−0.9% | 減碼 |
| LVW Advisors, LLC | 27,052 | $853.3 萬 | 0.88% | +869+3.3% | 加碼 |
| Evergreen Private Wealth LLC | 27,030 | $852.6 萬 | 3.46% | −1,050−3.7% | 減碼 |
| Stonebridge Financial Group, LLC | 26,999 | $851.6 萬 | 0.75% | +58+0.2% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 26,988 | $851.3 萬 | 1.09% | −5,860−17.8% | 減碼 |
| Saranac Partners Ltd | 26,968 | $850.8 萬 | 1.54% | +1,617+6.4% | 加碼 |
| McKinley Carter Wealth Services, Inc. | 26,926 | $849.3 萬 | 0.45% | +42+0.2% | 加碼 |
| Sitrin Capital Management LLC | 26,885 | $848.0 萬 | 4.07% | −200−0.7% | 減碼 |
| Peddock Capital Advisors, LLC | 26,852 | $847.0 萬 | 1.83% | −1,141−4.1% | 減碼 |
| Capital Investment Advisory Services, LLC | 26,816 | $845.9 萬 | 0.67% | +90+0.3% | 加碼 |
| Avaii Wealth Management, LLC | 26,760 | $844.1 萬 | 3.21% | +1,021+4.0% | 加碼 |