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 |
|---|---|---|---|---|---|
| Sax Wealth Advisors, LLC | 21,214 | $669.2 萬 | 0.36% | +485+2.3% | 加碼 |
| Finer Wealth Management, Inc. | 21,203 | $668.8 萬 | 3.33% | +66+0.3% | 加碼 |
| Blume Capital Management, Inc. | 21,196 | $668.6 萬 | 1.29% | −548−2.5% | 減碼 |
| OneAscent Financial Services LLC | 21,191 | $668.4 萬 | 0.45% | −130−0.6% | 減碼 |
| Violich Capital Management, Inc. | 21,175 | $667.9 萬 | 0.79% | +2,000+10.4% | 加碼 |
| Legacy CG, LLC | 21,152 | $667.2 萬 | 1.88% | −989−4.5% | 減碼 |
| Ritter Daniher Financial Advisory LLC | 21,123 | $666.3 萬 | 1.17% | +1,814+9.4% | 加碼 |
| Permanens Capital L.P. | 21,121 | $666.2 萬 | 0.99% | +2,245+11.9% | 加碼 |
| Monarch Capital Management Inc | 21,108 | $665.8 萬 | 1.63% | −892−4.1% | 減碼 |
| Hohimer Wealth Management, LLC | 21,024 | $663.2 萬 | 0.93% | −2,257−9.7% | 減碼 |
| Pacifica Partners Inc. | 21,292 | $661.5 萬 | 2.37% | +16+0.1% | 加碼 |
| Avidian Wealth Solutions, LLC | 20,945 | $660.7 萬 | 0.25% | +1,119+5.6% | 加碼 |
| KKM Financial LLC | 20,942 | $660.6 萬 | 2.08% | +2,297+12.3% | 加碼 |
| United Advisor Group, LLC | 20,898 | $659.2 萬 | 0.89% | +2,959+16.5% | 加碼 |
| Pinnacle Bancorp, Inc. | 20,868 | $658.2 萬 | 1.94% | +857+4.3% | 加碼 |
| Souders Financial Advisors | 20,822 | $656.8 萬 | 0.78% | −498−2.3% | 減碼 |
| ArrowMark Colorado Holdings LLC | 20,821 | $656.8 萬 | 0.12% | −84,650−80.3% | 減碼 |
| SOL Capital Management CO | 20,802 | $656.2 萬 | 0.59% | +80.0% | 加碼 |
| Key Financial Inc | 21,102 | $655.7 萬 | 1.21% | −2,131−9.2% | 減碼 |
| Joseph Group Capital Management | 20,781 | $655.5 萬 | 1.85% | +1,063+5.4% | 加碼 |
| Zullo Investment Group, Inc. | 20,724 | $653.7 萬 | 2.42% | +60.0% | 加碼 |
| Carnegie Lake Advisors LLC | 20,709 | $653.2 萬 | 2.51% | −465−2.2% | 減碼 |
| Princeton Capital Management LLC | 20,636 | $650.9 萬 | 1.75% | +1,523+8.0% | 加碼 |
| Banco de Sabadell, S.A | 20,630 | $650.7 萬 | 4.30% | −195−0.9% | 減碼 |
| Vista Investment Management | 20,623 | $650.5 萬 | 2.27% | −646−3.0% | 減碼 |
| Gerber Kawasaki Wealth & Investment Management | 20,528 | $647.5 萬 | 0.22% | +2,727+15.3% | 加碼 |
| Maltese Capital Management LLC | 20,500 | $646.6 萬 | 0.98% | −12,000−36.9% | 減碼 |
| Advisor OS, LLC | 20,497 | $646.6 萬 | 0.56% | +245+1.2% | 加碼 |
| Catalyst Financial Partners LLC | 20,463 | $645.5 萬 | 0.78% | −73−0.4% | 減碼 |
| Accredited Investors Inc. | 20,399 | $643.4 萬 | 0.36% | −306−1.5% | 減碼 |
| Massachusetts Wealth Management | 20,379 | $642.8 萬 | 3.19% | 00.0% | 不變 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 20,376 | $642.7 萬 | 2.24% | −155−0.8% | 減碼 |
| Knott David M Jr | 20,374 | $642.7 萬 | 2.69% | −611−2.9% | 減碼 |
| West Oak Capital, LLC | 20,352 | $642.0 萬 | 2.57% | +600+3.0% | 加碼 |
| Andrew Hill Investment Advisors, Inc. | 20,347 | $641.8 萬 | 4.99% | −413−2.0% | 減碼 |
| Waterloo Capital, L.P. | 20,330 | $641.3 萬 | 0.48% | +110+0.5% | 加碼 |
| Beaumont Financial Advisors, LLC | 20,276 | $639.6 萬 | 0.43% | −235−1.1% | 減碼 |
| Van Eck Associates Corp | 20,259 | $639.1 萬 | 0.01% | −320−1.6% | 減碼 |
| Providence Wealth Advisors, LLC | 20,878 | $637.5 萬 | 4.02% | −22−0.1% | 減碼 |
| Wakefield Asset Management LLLP | 20,201 | $637.2 萬 | 1.74% | −905−4.3% | 減碼 |
| Fire Capital Management LLC | 20,177 | $636.4 萬 | 3.65% | −789−3.8% | 減碼 |
| True North Advisors, LLC | 20,159 | $635.9 萬 | 1.01% | +2,255+12.6% | 加碼 |
| EPG Wealth Management LLC | 20,097 | $633.9 萬 | 1.75% | −849−4.1% | 減碼 |
| Bell Bank | 20,082 | $633.4 萬 | 0.27% | −703−3.4% | 減碼 |
| Impact Capital Partners LLC | 20,055 | $632.6 萬 | 1.90% | +595+3.1% | 加碼 |
| MONECO Advisors, LLC | 20,003 | $630.9 萬 | 0.53% | +409+2.1% | 加碼 |
| Tyche Wealth Partners LLC | 19,999 | $630.8 萬 | 1.11% | +524+2.7% | 加碼 |
| Harold Davidson & Associates Inc. | 19,994 | $630.7 萬 | 2.87% | +5,629+39.2% | 加碼 |
| Zhang Financial LLC | 19,968 | $629.9 萬 | 0.26% | +526+2.7% | 加碼 |
| Nicholas Investment Partners, LP | 19,967 | $629.8 萬 | 0.48% | 00.0% | 不變 |
| Acropolis Investment Management, LLC | 21,693 | $628.9 萬 | 0.32% | +1,540+7.6% | 加碼 |
| Shaker Investments LLC | 19,921 | $628.4 萬 | 2.51% | −40.0% | 減碼 |
| Trinity Financial Advisors LLC | 19,892 | $627.4 萬 | 1.81% | −378−1.9% | 減碼 |
| Keel Point, LLC | 19,853 | $626.2 萬 | 0.39% | +375+1.9% | 加碼 |
| TTP Investments, Inc. | 20,280 | $623.7 萬 | 1.81% | +1,595+8.5% | 加碼 |
| Wasatch Advisors Inc | 19,772 | $623.7 萬 | 0.03% | +88+0.4% | 加碼 |
| Weiss Asset Management LP | 19,757 | $623.2 萬 | 0.09% | +19,757 | 新進 |
| Goldstone Financial Group, LLC | 19,746 | $622.9 萬 | 0.74% | +124+0.6% | 加碼 |
| SBI Securities Co., Ltd. | 19,729 | $622.3 萬 | 0.16% | −1,917−8.9% | 減碼 |
| St. Louis Trust Co | 19,717 | $621.9 萬 | 0.78% | −334−1.7% | 減碼 |
| DeDora Capital, Inc. | 19,702 | $621.5 萬 | 1.50% | −143−0.7% | 減碼 |
| Pines Wealth Management, LLC | 19,637 | $619.4 萬 | 2.09% | −888−4.3% | 減碼 |
| Capital City Trust Co | 19,593 | $618.0 萬 | 1.51% | +1,257+6.9% | 加碼 |
| Intellectus Partners, LLC | 19,587 | $617.8 萬 | 1.20% | +24+0.1% | 加碼 |
| Gold Investment Management Ltd. | 19,581 | $617.6 萬 | 2.08% | +199+1.0% | 加碼 |
| FCG Investment Co | 19,539 | $616.3 萬 | 2.89% | +141+0.7% | 加碼 |
| Marest Capital, LLC | 19,534 | $616.2 萬 | 3.75% | +545+2.9% | 加碼 |
| Edgewood Management LLC | 19,534 | $616.2 萬 | 0.02% | −242−1.2% | 減碼 |
| Cobblestone Capital Advisors LLC | 19,514 | $615.5 萬 | 0.30% | +154+0.8% | 加碼 |
| Tranquility Partners, LLC | 19,490 | $614.8 萬 | 2.08% | +456+2.4% | 加碼 |
| Moseley Investment Management Inc | 19,448 | $613.4 萬 | 1.87% | +341+1.8% | 加碼 |
| Skopos Labs, Inc. | 47,347 | $612.3 萬 | 0.83% | −919−1.9% | 減碼 |
| Newman Dignan & Sheerar, Inc. | 19,405 | $612.1 萬 | 1.32% | −994−4.9% | 減碼 |
| Kampmann Melissa S. | 19,396 | $611.8 萬 | 4.46% | −105−0.5% | 減碼 |
| Sycomore Asset Management | 29,164 | $611.8 萬 | 1.02% | 00.0% | 不變 |
| Huber Capital Management LLC | 19,333 | $609.8 萬 | 0.97% | 00.0% | 不變 |
| White Pine Capital LLC | 19,332 | $609.8 萬 | 1.75% | −28−0.1% | 減碼 |
| Segment Wealth Management, LLC | 19,329 | $609.7 萬 | 0.37% | +60.0% | 加碼 |
| Altfest L J & Co Inc | 19,319 | $609.4 萬 | 0.68% | −349−1.8% | 減碼 |
| Wilkins Investment Counsel Inc | 19,299 | $608.7 萬 | 0.86% | −1,186−5.8% | 減碼 |
| Huntleigh Advisors, Inc. | 19,289 | $608.4 萬 | 1.04% | +274+1.4% | 加碼 |
| O'Dell Group, LLC | 19,279 | $608.1 萬 | 1.30% | +1,973+11.4% | 加碼 |
| West Michigan Advisors, LLC | 19,273 | $607.9 萬 | 1.46% | −3,707−16.1% | 減碼 |
| Delta Financial Advisors LLC | 19,237 | $606.8 萬 | 1.71% | +3,721+24.0% | 加碼 |
| Prevail Innovative Wealth Advisors, LLC | 19,207 | $605.8 萬 | 1.18% | +17,754+1,221.9% | 加碼 |
| Krilogy Financial LLC | 19,357 | $603.3 萬 | 0.23% | +2,790+16.8% | 加碼 |
| Lincluden Management Ltd | 19,098 | $602.4 萬 | 0.67% | −92−0.5% | 減碼 |
| Brady Family Wealth, LLC | 19,089 | $602.1 萬 | 1.86% | +5,876+44.5% | 加碼 |
| Strategic Investment Advisors | 19,070 | $601.5 萬 | 0.54% | −1,284−6.3% | 減碼 |
| Financial Advisory Partners, LLC | 19,061 | $601.2 萬 | 1.76% | −202−1.0% | 減碼 |
| Northcape Wealth Management, LLC | 19,022 | $600.0 萬 | 1.75% | −300−1.6% | 減碼 |
| Generali Investments, Management Co LLC | 19,018 | $599.9 萬 | 1.25% | +27+0.1% | 加碼 |
| Harvey Investment Co LLC | 19,016 | $599.8 萬 | 0.64% | −250−1.3% | 減碼 |
| Fischer Financial Services, Inc. | 19,015 | $599.7 萬 | 1.61% | +26+0.1% | 加碼 |
| Atlas Legacy Advisors, LLC | 19,004 | $599.4 萬 | 1.16% | +4,020+26.8% | 加碼 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 19,000 | $599.3 萬 | 2.89% | 00.0% | 不變 |
| Chesapeake Asset Management LLC | 18,986 | $598.9 萬 | 5.31% | −67−0.4% | 減碼 |
| Winthrop Advisory Group LLC | 18,934 | $597.2 萬 | 0.52% | +427+2.3% | 加碼 |
| Glen Eagle Advisors, LLC | 18,880 | $595.5 萬 | 0.83% | +1,965+11.6% | 加碼 |
| Farmers & Merchants Trust Co of Chambersburg PA | 18,855 | $594.7 萬 | 1.68% | −651−3.3% | 減碼 |