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 |
|---|---|---|---|---|---|
| Greenfield Savings Bank | 23,702 | $747.6 萬 | 3.15% | −450−1.9% | 減碼 |
| Ethos Financial Group, LLC | 23,699 | $747.5 萬 | 0.59% | −176−0.7% | 減碼 |
| Virginia Wealth Management Group, Inc. | 23,662 | $746.4 萬 | 4.30% | −361−1.5% | 減碼 |
| Agp Franklin, LLC | 23,629 | $745.3 萬 | 3.63% | +747+3.3% | 加碼 |
| Firetrail Investments Pty Ltd | 23,768 | $744.0 萬 | 1.86% | +23,768 | 新進 |
| Pavion Blue Capital, LLC | 23,586 | $744.0 萬 | 3.17% | −160−0.7% | 減碼 |
| Monetta Financial Services Inc | 23,500 | $741.3 萬 | 5.19% | 00.0% | 不變 |
| Arlington Financial Advisors, LLC | 23,500 | $741.3 萬 | 1.09% | +149+0.6% | 加碼 |
| VeraBank, N.A. | 23,489 | $740.9 萬 | 1.39% | −26−0.1% | 減碼 |
| Hudson Capital Management LLC | 23,470 | $740.3 萬 | 1.97% | −294−1.2% | 減碼 |
| Main Street Financial Solutions, LLC | 23,466 | $740.2 萬 | 0.47% | +2,780+13.4% | 加碼 |
| Mechanics Financial Corp | 23,448 | $739.6 萬 | 2.80% | −555−2.3% | 減碼 |
| Armis Advisers, LLC | 23,794 | $738.2 萬 | 0.68% | +2,618+12.4% | 加碼 |
| Morton Community Bank | 23,703 | $737.4 萬 | 1.71% | −264−1.1% | 減碼 |
| WealthPLAN Partners, LLC | 23,328 | $735.8 萬 | 1.10% | +1,133+5.1% | 加碼 |
| Pensionfund Sabic | 23,300 | $735.0 萬 | 2.01% | 00.0% | 不變 |
| Rockport Wealth LLC | 23,184 | $731.3 萬 | 1.49% | −60−0.3% | 減碼 |
| Dover Advisors, LLC | 23,169 | $730.8 萬 | 2.91% | −70.0% | 減碼 |
| Bank of Stockton | 23,155 | $730.4 萬 | 2.08% | +141+0.6% | 加碼 |
| Waldron Private Wealth LLC | 23,129 | $729.6 萬 | 0.30% | +333+1.5% | 加碼 |
| Cornerstone Wealth Management, LLC | 23,104 | $728.8 萬 | 0.40% | +492+2.2% | 加碼 |
| Aspiriant, LLC | 23,028 | $726.4 萬 | 0.22% | −1,302−5.4% | 減碼 |
| Enhancing Capital LLC | 23,000 | $725.5 萬 | 5.31% | 00.0% | 不變 |
| Peachtree Investment Partners, LLC | 22,966 | $724.4 萬 | 2.51% | +643+2.9% | 加碼 |
| Financial Engines Advisors L.L.C. | 22,964 | $724.4 萬 | 0.01% | +3,331+17.0% | 加碼 |
| Slagle Financial, LLC | 22,958 | $724.2 萬 | 2.66% | +408+1.8% | 加碼 |
| Regatta Capital Group, LLC | 22,932 | $723.4 萬 | 1.14% | +508+2.3% | 加碼 |
| Cohen Investment Advisors LLC | 22,879 | $721.7 萬 | 3.50% | +267+1.2% | 加碼 |
| Silvant Capital Management LLC | 22,865 | $721.2 萬 | 0.25% | −3,107−12.0% | 減碼 |
| Gables Capital Management Inc. | 22,846 | $720.6 萬 | 3.09% | +1,610+7.6% | 加碼 |
| Nichols & Pratt Advisers LLP | 22,797 | $719.1 萬 | 0.45% | 00.0% | 不變 |
| Green Square Capital Advisors LLC | 24,792 | $718.8 萬 | 0.86% | 00.0% | 不變 |
| Portfolio Design Labs, LLC | 22,784 | $718.7 萬 | 1.23% | −974−4.1% | 減碼 |
| Grandfield & Dodd, LLC | 22,722 | $716.7 萬 | 0.41% | −24−0.1% | 減碼 |
| Blue Edge Capital, LLC | 22,716 | $716.5 萬 | 1.02% | −1,047−4.4% | 減碼 |
| Novem Group | 22,687 | $715.6 萬 | 0.85% | −934−4.0% | 減碼 |
| SOA Wealth Advisors, LLC. | 43,708 | $714.0 萬 | 1.22% | +20.0% | 加碼 |
| Signet Investment Advisory Group, Inc. | 22,632 | $713.9 萬 | 3.43% | −695−3.0% | 減碼 |
| TigerOak Management, L.L.C. | 22,570 | $711.9 萬 | 2.21% | −21−0.1% | 減碼 |
| Family Management Corp | 22,550 | $711.3 萬 | 0.99% | +175+0.8% | 加碼 |
| Second Line Capital, LLC | 22,537 | $710.9 萬 | 1.47% | −54−0.2% | 減碼 |
| Graham Capital Management, L.P. | 22,500 | $709.7 萬 | 0.26% | +22,500 | 新進 |
| Royal Capital Wealth Management, LLC | 22,492 | $709.5 萬 | 4.35% | +546+2.5% | 加碼 |
| Wynn Capital, LLC | 22,456 | $708.3 萬 | 3.44% | +64+0.3% | 加碼 |
| Richard Bernstein Advisors LLC | 22,432 | $707.6 萬 | 0.20% | −24,669−52.4% | 減碼 |
| CTC LLC | 22,409 | $706.8 萬 | 0.29% | +22,409 | 新進 |
| Umpqua Bank | 23,108 | $706.4 萬 | 1.97% | −10.0% | 減碼 |
| NCM Capital Management, LLC | 22,394 | $706.4 萬 | 2.74% | −316−1.4% | 減碼 |
| O'Rourke & Company, Inc | 22,312 | $703.8 萬 | 2.94% | −651−2.8% | 減碼 |
| X-Square Capital, LLC | 22,293 | $703.2 萬 | 2.20% | +193+0.9% | 加碼 |
| Cassaday & Co Wealth Management LLC | 22,246 | $701.7 萬 | 0.16% | +271+1.2% | 加碼 |
| Alps Advisors Inc | 22,239 | $701.5 萬 | 0.04% | +2,172+10.8% | 加碼 |
| Pinkerton Retirement Specialists, LLC | 22,238 | $701.5 萬 | 0.75% | +513+2.4% | 加碼 |
| IMA Wealth, Inc. | 22,220 | $700.9 萬 | 0.71% | −276−1.2% | 減碼 |
| Intrepid Financial Planning Group LLC | 22,200 | $700.3 萬 | 2.67% | −151−0.7% | 減碼 |
| Leelyn Smith, LLC | 22,156 | $698.9 萬 | 1.05% | −826−3.6% | 減碼 |
| Perkins Coie Trust Co | 22,107 | $697.3 萬 | 1.31% | −790−3.5% | 減碼 |
| Brown, Lisle/Cummings, Inc. | 22,084 | $696.6 萬 | 1.79% | +296+1.4% | 加碼 |
| Norway Savings Bank | 22,074 | $696.3 萬 | 3.37% | +154+0.7% | 加碼 |
| Beaton Management Co. Inc. | 22,067 | $696.1 萬 | 3.17% | +100+0.5% | 加碼 |
| Advisors Management Group Inc | 22,047 | $695.4 萬 | 1.22% | −66−0.3% | 減碼 |
| TRUE Private Wealth Advisors | 22,043 | $695.3 萬 | 0.71% | −1,311−5.6% | 減碼 |
| Diversified Enterprises, LLC | 22,040 | $695.2 萬 | 0.47% | +327+1.5% | 加碼 |
| Adirondack Trust Co | 22,036 | $695.1 萬 | 2.33% | −134−0.6% | 減碼 |
| Evelyn Partners Investment Management Services Ltd | 22,029 | $694.9 萬 | 0.93% | +2,608+13.4% | 加碼 |
| Norden Group LLC | 22,027 | $694.8 萬 | 0.71% | +1,135+5.4% | 加碼 |
| Bright Rock Capital Management, LLC | 22,000 | $693.9 萬 | 1.36% | 00.0% | 不變 |
| Spirit of America Management Corp | 21,992 | $693.7 萬 | 1.39% | +100+0.5% | 加碼 |
| Sheets Smith Wealth Management | 21,987 | $693.5 萬 | 0.78% | −326−1.5% | 減碼 |
| LOM Asset Management Ltd | 21,933 | $691.8 萬 | 2.11% | +451+2.1% | 加碼 |
| Trust Point Inc. | 21,898 | $690.7 萬 | 0.56% | −2,523−10.3% | 減碼 |
| WD Rutherford LLC | 21,884 | $690.3 萬 | 2.94% | −250−1.1% | 減碼 |
| Mathes Company, Inc. | 21,861 | $689.6 萬 | 2.48% | −150−0.7% | 減碼 |
| Mountain Pacific Investment Advisers Inc | 21,857 | $689.4 萬 | 1.08% | −200−0.9% | 減碼 |
| Apella Capital, LLC | 23,089 | $689.3 萬 | 0.15% | +805+3.6% | 加碼 |
| Fragasso Group Inc. | 22,218 | $688.8 萬 | 0.43% | −2,130−8.7% | 減碼 |
| SeaCrest Wealth Management, LLC | 22,648 | $688.6 萬 | 0.73% | −1,675−6.9% | 減碼 |
| Hunter Perkins Capital Management, LLC | 21,827 | $688.5 萬 | 1.53% | −767−3.4% | 減碼 |
| SGL Investment Advisors, Inc. | 22,239 | $688.0 萬 | 2.87% | +976+4.6% | 加碼 |
| Howard Capital Management Inc. | 21,808 | $687.9 萬 | 0.09% | +1,081+5.2% | 加碼 |
| Kentucky Trust Co | 21,801 | $687.7 萬 | 3.72% | −796−3.5% | 減碼 |
| Seascape Capital Management | 21,787 | $687.2 萬 | 1.97% | +111+0.5% | 加碼 |
| Hudock, Inc. | 21,784 | $687.2 萬 | 1.04% | −24−0.1% | 減碼 |
| Midland Wealth Advisors LLC | 21,783 | $687.1 萬 | 0.37% | −1,388−6.0% | 減碼 |
| Eagle Capital Management, LLC | 21,782 | $687.1 萬 | 2.60% | −75−0.3% | 減碼 |
| Curbstone Financial Management Corp | 21,696 | $684.4 萬 | 1.32% | −422−1.9% | 減碼 |
| Hallmark Capital Management Inc | 21,694 | $684.3 萬 | 0.45% | −12−0.1% | 減碼 |
| InvesTrust | 21,667 | $683.4 萬 | 2.50% | −72−0.3% | 減碼 |
| Studio Investment Management LLC | 21,539 | $679.4 萬 | 1.28% | −377−1.7% | 減碼 |
| Connable Office Inc | 21,509 | $678.5 萬 | 0.63% | +599+2.9% | 加碼 |
| Pine Ridge Advisers LLC | 21,500 | $678.2 萬 | 0.46% | 00.0% | 不變 |
| Mather Group, LLC. | 21,430 | $676.0 萬 | 0.07% | +433+2.1% | 加碼 |
| Central Valley Advisors, LLC | 21,420 | $675.7 萬 | 2.09% | +1,288+6.4% | 加碼 |
| Coastline Trust Co | 21,366 | $673.9 萬 | 0.72% | +141+0.7% | 加碼 |
| Abacus Planning Group, Inc. | 21,340 | $673.1 萬 | 0.93% | −74−0.3% | 減碼 |
| Trinity Legacy Partners, LLC | 21,633 | $673.0 萬 | 1.55% | +239+1.1% | 加碼 |
| River Street Advisors LLC | 21,292 | $671.6 萬 | 2.60% | −213−1.0% | 減碼 |
| Marathon Capital Management | 21,244 | $670.1 萬 | 1.53% | −32−0.2% | 減碼 |
| Butensky & Cohen Financial Security, Inc | 21,234 | $669.8 萬 | 1.87% | −801−3.6% | 減碼 |
| Wittenberg Investment Management, Inc. | 21,220 | $669.3 萬 | 2.66% | 00.0% | 不變 |