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 |
|---|---|---|---|---|---|
| Investors Asset Management of Georgia Inc | 26,718 | $842.8 萬 | 3.59% | −78−0.3% | 減碼 |
| Consolidated Investment Group LLC | 26,702 | $842.3 萬 | 1.03% | 00.0% | 不變 |
| Kensington Investment Counsel, LLC | 26,690 | $841.9 萬 | 3.43% | +462+1.8% | 加碼 |
| Sunbelt Securities, Inc. | 26,673 | $841.3 萬 | 0.58% | −2,676−9.1% | 減碼 |
| First PREMIER Bank | 26,649 | $840.6 萬 | 1.91% | −172−0.6% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 26,608 | $839.3 萬 | 0.98% | +10,228+62.4% | 加碼 |
| Atlas Wealth LLC | 26,593 | $838.8 萬 | 2.71% | −931−3.4% | 減碼 |
| SkyOak Wealth, LLC | 26,592 | $838.8 萬 | 1.58% | −1,031−3.7% | 減碼 |
| Smithfield Trust Co | 26,463 | $834.7 萬 | 0.37% | −229−0.9% | 減碼 |
| Liberty Capital Management, Inc. | 26,440 | $834.0 萬 | 1.57% | +43+0.2% | 加碼 |
| Covenant Asset Management, LLC | 26,437 | $833.9 萬 | 1.57% | +120.0% | 加碼 |
| Mill Creek Capital Advisors, LLC | 26,235 | $827.5 萬 | 0.17% | +202+0.8% | 加碼 |
| Everett Harris & Co | 26,174 | $825.6 萬 | 0.10% | −1,654−5.9% | 減碼 |
| Stamos Capital Partners, L.P. | 26,149 | $824.8 萬 | 1.56% | −4,356−14.3% | 減碼 |
| Liberty One Investment Management, LLC | 26,149 | $824.8 萬 | 0.46% | +6,136+30.7% | 加碼 |
| McRae Capital Management Inc | 26,147 | $824.8 萬 | 1.64% | −305−1.2% | 減碼 |
| Marvin & Palmer Associates Inc | 26,501 | $824.5 萬 | 6.13% | +8,829+50.0% | 加碼 |
| Spirepoint Private Client, LLC | 26,113 | $823.7 萬 | 0.87% | +7,289+38.7% | 加碼 |
| Concord Asset Management, LLC | 26,055 | $821.8 萬 | 1.49% | −3,088−10.6% | 減碼 |
| AssuredPartners Investment Advisors, LLC | 26,047 | $821.6 萬 | 1.83% | +145+0.6% | 加碼 |
| Arrow Financial Corp | 26,025 | $820.9 萬 | 0.84% | −296−1.1% | 減碼 |
| Alta Capital Management LLC | 26,005 | $820.3 萬 | 0.46% | −1,873−6.7% | 減碼 |
| Strategic Financial Services, Inc, | 25,969 | $819.1 萬 | 0.41% | −551−2.1% | 減碼 |
| Argentarii, LLC | 25,955 | $818.7 萬 | 3.50% | +30.0% | 加碼 |
| BFSG, LLC | 25,951 | $818.6 萬 | 0.79% | +515+2.0% | 加碼 |
| MSH Capital Advisors LLC | 25,922 | $817.7 萬 | 2.19% | −803−3.0% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 25,896 | $816.9 萬 | 0.02% | −2,605−9.1% | 減碼 |
| Brentview Investment Management LLC | 25,864 | $815.8 萬 | 3.72% | +940+3.8% | 加碼 |
| Palmer Knight Co | 25,861 | $815.7 萬 | 3.86% | −628−2.4% | 減碼 |
| Investment Research & Advisory Group, Inc. | 25,773 | $814.7 萬 | 2.79% | +165+0.6% | 加碼 |
| Triangle Securities Wealth Management | 25,822 | $814.5 萬 | 1.84% | +3,191+14.1% | 加碼 |
| Uncommon Cents Investing LLC | 25,810 | $814.1 萬 | 2.02% | −318−1.2% | 減碼 |
| Jericho Financial, LLP | 25,807 | $814.0 萬 | 4.94% | +77+0.3% | 加碼 |
| Am Investment Strategies LLC | 25,804 | $813.9 萬 | 1.77% | +18+0.1% | 加碼 |
| Bowman & Co S.C. | 25,802 | $813.9 萬 | 3.43% | −340−1.3% | 減碼 |
| Wright Investors Service Inc | 25,779 | $813.1 萬 | 2.35% | −2,962−10.3% | 減碼 |
| Premier Path Wealth Partners, LLC | 25,731 | $811.6 萬 | 1.04% | +223+0.9% | 加碼 |
| Papp L Roy & Associates | 25,719 | $811.3 萬 | 0.91% | 00.0% | 不變 |
| Monetary Management Group Inc | 25,714 | $811.1 萬 | 1.86% | +65+0.3% | 加碼 |
| Family Legacy, Inc. | 25,668 | $809.7 萬 | 2.48% | −1,999−7.2% | 減碼 |
| Lineweaver Wealth Advisors, LLC | 25,649 | $809.1 萬 | 1.19% | −1,039−3.9% | 減碼 |
| Skylands Capital, LLC | 25,505 | $804.5 萬 | 1.11% | −4,550−15.1% | 減碼 |
| Scott & Selber, Inc. | 25,486 | $803.9 萬 | 2.05% | −393−1.5% | 減碼 |
| Old Port Advisors | 25,452 | $802.8 萬 | 2.02% | −749−2.9% | 減碼 |
| Rowland & Co Investment Counsel | 25,421 | $801.9 萬 | 1.58% | +305+1.2% | 加碼 |
| Mattern Wealth Management LLC | 25,379 | $800.5 萬 | 1.60% | −1,196−4.5% | 減碼 |
| Banco BTG Pactual S.A. | 25,356 | $799.8 萬 | 1.17% | −3,218−11.3% | 減碼 |
| Jain Global LLC | 25,342 | $799.4 萬 | 0.10% | −27,261−51.8% | 減碼 |
| Financiere des Professionnels - Fonds d,investissement inc. | 25,337 | $799.2 萬 | 0.46% | −4,273−14.4% | 減碼 |
| Lee Johnson Capital Management, LLC | 25,281 | $797.4 萬 | 2.65% | +787+3.2% | 加碼 |
| AlphaStar Capital Management, LLC | 25,257 | $796.7 萬 | 0.69% | +1,815+7.7% | 加碼 |
| Integrated Investment Consultants, LLC | 25,245 | $796.3 萬 | 1.35% | −800−3.1% | 減碼 |
| Formidable Asset Management, LLC | 27,412 | $794.7 萬 | 1.25% | −493−1.8% | 減碼 |
| Granite Bay Wealth Management, LLC | 25,194 | $794.7 萬 | 2.07% | +351+1.4% | 加碼 |
| Midwest Professional Planners, LTD. | 25,120 | $792.4 萬 | 1.93% | −92−0.4% | 減碼 |
| LJI Wealth Management, LLC | 25,074 | $790.9 萬 | 1.38% | −2,301−8.4% | 減碼 |
| Eos Management, L.P. | 25,000 | $788.6 萬 | 3.11% | 00.0% | 不變 |
| StrongBox Wealth, LLC | 24,988 | $788.2 萬 | 2.67% | +4,881+24.3% | 加碼 |
| Trustco Bank Corp N Y | 24,985 | $788.1 萬 | 7.09% | −106−0.4% | 減碼 |
| Atlas Brown,Inc. | 24,968 | $787.6 萬 | 2.33% | −66−0.3% | 減碼 |
| Dudley Capital Management, LLC | 24,831 | $783.2 萬 | 3.53% | 00.0% | 不變 |
| Crystal Rock Capital Management | 24,743 | $780.5 萬 | 4.26% | −4,175−14.4% | 減碼 |
| Peloton Wealth Strategists | 24,710 | $779.4 萬 | 3.06% | −215−0.9% | 減碼 |
| Arvest Investments, Inc. | 24,688 | $778.8 萬 | 1.12% | −5,002−16.8% | 減碼 |
| Citizens & Northern Corp | 24,674 | $778.3 萬 | 1.93% | −227−0.9% | 減碼 |
| Mine & Arao Wealth Creation & Management, LLC. | 24,659 | $777.8 萬 | 3.16% | +645+2.7% | 加碼 |
| TownSquare Capital, LLC | 24,585 | $775.5 萬 | 1.17% | −6,847−21.8% | 減碼 |
| JT Stratford LLC | 24,534 | $773.9 萬 | 1.04% | +2,462+11.2% | 加碼 |
| Ahl Investment Management, Inc. | 24,496 | $772.7 萬 | 5.28% | −4,713−16.1% | 減碼 |
| Winch Advisory Services, LLC | 24,485 | $772.3 萬 | 1.74% | +293+1.2% | 加碼 |
| Roberts Wealth Advisors, LLC | 24,481 | $772.2 萬 | 2.05% | −531−2.1% | 減碼 |
| Athena Investment Management | 24,466 | $771.7 萬 | 4.02% | −459−1.8% | 減碼 |
| Ables, Iannone, Moore & Associates, Inc. | 24,365 | $768.5 萬 | 4.42% | −537−2.2% | 減碼 |
| Rosenblum Silverman Sutton S F Inc | 24,363 | $768.5 萬 | 1.75% | −285−1.2% | 減碼 |
| Mount Vernon Associates Inc | 24,357 | $768.3 萬 | 5.36% | −415−1.7% | 減碼 |
| Amica Mutual Insurance Co | 24,345 | $767.9 萬 | 0.71% | −2,776−10.2% | 減碼 |
| RKL Wealth Management LLC | 24,310 | $766.8 萬 | 0.65% | −1,163−4.6% | 減碼 |
| Malaga Cove Capital, LLC | 24,287 | $766.1 萬 | 2.78% | −191−0.8% | 減碼 |
| Northern Oak Wealth Management Inc | 24,284 | $766.0 萬 | 0.94% | −35−0.1% | 減碼 |
| Icon Advisers Inc | 24,237 | $764.5 萬 | 1.67% | 00.0% | 不變 |
| Catalyst Funds Management Pty Ltd | 24,200 | $763.3 萬 | 1.16% | +24,200 | 新進 |
| Harbor Advisors LLC | 24,148 | $761.7 萬 | 1.17% | 00.0% | 不變 |
| Algert Global LLC | 24,118 | $760.8 萬 | 0.13% | +6,883+39.9% | 加碼 |
| Sterling Investment Advisors, Ltd. | 24,108 | $760.4 萬 | 1.48% | −209−0.9% | 減碼 |
| Cherokee Insurance Co | 24,010 | $757.3 萬 | 3.24% | −2,500−9.4% | 減碼 |
| Bretton Capital Management, LLC | 24,000 | $757.0 萬 | 6.38% | 00.0% | 不變 |
| S&CO Inc | 23,995 | $756.8 萬 | 0.46% | −323−1.3% | 減碼 |
| Gradient Capital Advisors, LLC | 23,978 | $756.3 萬 | 2.03% | −296−1.2% | 減碼 |
| Shoker Investment Counsel, Inc. | 23,974 | $756.3 萬 | 2.23% | −63−0.3% | 減碼 |
| Caliber Wealth Management, LLC | 23,937 | $755.1 萬 | 0.84% | −2,991−11.1% | 減碼 |
| Ameritas Advisory Services, LLC | 23,936 | $755.0 萬 | 0.49% | +4,758+24.8% | 加碼 |
| Patrick M Sweeney & Associates, Inc | 23,920 | $754.5 萬 | 4.88% | +30.0% | 加碼 |
| Brandywine Oak Private Wealth LLC | 23,901 | $753.9 萬 | 0.66% | +19+0.1% | 加碼 |
| Laird Norton Trust Company, LLC | 23,890 | $753.6 萬 | 1.29% | 00.0% | 不變 |
| Nicolet Bankshares Inc | 23,860 | $752.6 萬 | 1.21% | +294+1.2% | 加碼 |
| Nwam LLC | 24,672 | $751.5 萬 | 0.41% | −95−0.4% | 減碼 |
| Gilliland Jeter Wealth Management LLC | 23,810 | $751.1 萬 | 2.32% | −776−3.2% | 減碼 |
| Martin Capital Partners, LLC | 23,805 | $750.9 萬 | 2.91% | −12,035−33.6% | 減碼 |
| Signature Estate & Investment Advisors LLC | 23,773 | $749.9 萬 | 0.16% | +357+1.5% | 加碼 |
| Ramirez Asset Management, Inc. | 23,765 | $749.6 萬 | 1.04% | +1,350+6.0% | 加碼 |