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 |
|---|---|---|---|---|---|
| Headinvest, LLC | 18,851 | $594.6 萬 | 1.23% | −978−4.9% | 減碼 |
| Benin Management CORP | 18,847 | $594.5 萬 | 1.41% | +44+0.2% | 加碼 |
| Canton Hathaway, LLC | 18,839 | $594.2 萬 | 1.14% | 00.0% | 不變 |
| Processus Wealth & Capital Management, LLC | 18,789 | $592.7 萬 | 4.25% | +121+0.6% | 加碼 |
| Evermay Wealth Management LLC | 18,767 | $592.0 萬 | 0.68% | −458−2.4% | 減碼 |
| Sanders Morris Harris LLC | 18,730 | $590.8 萬 | 0.78% | +7,641+68.9% | 加碼 |
| Piscataqua Savings Bank | 18,713 | $590.2 萬 | 4.61% | −359−1.9% | 減碼 |
| Bank Ozk | 18,697 | $589.8 萬 | 2.09% | −152−0.8% | 減碼 |
| Milestone Asset Management, LLC | 18,685 | $589.4 萬 | 1.12% | +12,023+180.5% | 加碼 |
| Smith, Moore & Co. | 18,673 | $589.0 萬 | 0.45% | +501+2.8% | 加碼 |
| Wisconsin Capital Management LLC | 18,661 | $588.6 萬 | 3.00% | −200−1.1% | 減碼 |
| Octavia Wealth Advisors, LLC | 18,642 | $588.0 萬 | 0.59% | +3,665+24.5% | 加碼 |
| Continuum Advisory, LLC | 18,635 | $587.8 萬 | 0.62% | +534+3.0% | 加碼 |
| Ocean Capital Management, LLC | 18,624 | $587.5 萬 | 1.18% | −62−0.3% | 減碼 |
| Schwarz Dygos Wheeler Investment Advisors LLC | 18,593 | $586.5 萬 | 1.24% | −191−1.0% | 減碼 |
| Hedeker Wealth, LLC | 18,583 | $586.2 萬 | 1.22% | +224+1.2% | 加碼 |
| Norris Perne & French LLP | 18,572 | $585.8 萬 | 0.41% | +7,624+69.6% | 加碼 |
| Northstar Advisory Group, LLC | 18,547 | $585.0 萬 | 2.39% | +845+4.8% | 加碼 |
| Consolidated Capital Management, LLC | 18,523 | $584.3 萬 | 2.07% | −3,172−14.6% | 減碼 |
| Leisure Capital Management | 18,470 | $582.6 萬 | 2.00% | −77−0.4% | 減碼 |
| Voya Financial Advisors, Inc. | 18,430 | $581.8 萬 | 0.56% | −117−0.6% | 減碼 |
| Doliver Advisors, LP | 18,443 | $581.8 萬 | 1.51% | −757−3.9% | 減碼 |
| Fairfield, Bush & Co. | 18,405 | $580.6 萬 | 2.98% | −891−4.6% | 減碼 |
| Missouri Trust & Investment Co | 18,397 | $580.3 萬 | 1.72% | +65+0.4% | 加碼 |
| James J. Burns & Company, LLC | 18,375 | $579.6 萬 | 0.86% | +4,345+31.0% | 加碼 |
| Blueprint Investment Partners LLC | 18,346 | $578.7 萬 | 0.81% | +165+0.9% | 加碼 |
| Sculati Wealth Management, LLC | 18,315 | $577.7 萬 | 2.04% | −336−1.8% | 減碼 |
| Aspen Investment Management Inc | 18,316 | $577.7 萬 | 2.23% | +418+2.3% | 加碼 |
| 180 Wealth Advisors, LLC | 18,209 | $574.4 萬 | 0.70% | −525−2.8% | 減碼 |
| Mayflower Financial Advisors, LLC | 18,194 | $573.9 萬 | 0.72% | +278+1.6% | 加碼 |
| Guerra Pan Advisors, LLC | 18,186 | $573.6 萬 | 3.47% | 00.0% | 不變 |
| BOK Financial Private Wealth, Inc. | 18,183 | $573.5 萬 | 0.36% | −605−3.2% | 減碼 |
| Hamel Associates, Inc. | 18,109 | $571.0 萬 | 1.76% | −2,793−13.4% | 減碼 |
| Camden Capital, LLC | 18,029 | $568.7 萬 | 0.39% | +3,114+20.9% | 加碼 |
| Forza Wealth Management, LLC | 18,011 | $568.1 萬 | 2.18% | +104+0.6% | 加碼 |
| Oak Asset Management, LLC | 18,005 | $567.9 萬 | 1.94% | −83−0.5% | 減碼 |
| IPG Investment Advisors LLC | 17,944 | $566.0 萬 | 1.01% | +132+0.7% | 加碼 |
| 3Chopt Investment Partners, LLC | 17,933 | $565.7 萬 | 1.29% | −60−0.3% | 減碼 |
| Wealth Alliance | 17,920 | $565.2 萬 | 0.58% | +360+2.1% | 加碼 |
| Investment Partners, Ltd. | 17,916 | $565.1 萬 | 1.99% | −177−1.0% | 減碼 |
| Clarius Group, LLC | 17,913 | $565.0 萬 | 0.33% | −6,422−26.4% | 減碼 |
| Aprio Wealth Management, LLC | 17,897 | $564.5 萬 | 0.56% | +754+4.4% | 加碼 |
| Atlantic Edge Private Wealth Management, LLC | 17,882 | $564.1 萬 | 1.45% | +15+0.1% | 加碼 |
| BKM Wealth Management, LLC | 17,867 | $563.6 萬 | 2.08% | +536+3.1% | 加碼 |
| Raab & Moskowitz Asset Management LLC | 17,782 | $560.9 萬 | 1.25% | −55−0.3% | 減碼 |
| Graybill Bartz & Assoc Ltd | 17,759 | $560.2 萬 | 1.72% | −441−2.4% | 減碼 |
| 44 Wealth Management LLC | 17,752 | $560.0 萬 | 1.90% | +6,683+60.4% | 加碼 |
| Okabena Investment Services Inc | 17,738 | $559.5 萬 | 1.09% | +2,724+18.1% | 加碼 |
| Zions Bancorporation, National Association | 17,708 | $558.6 萬 | 0.28% | +1,486+9.2% | 加碼 |
| Resurgent Financial Advisors LLC | 17,704 | $558.4 萬 | 2.74% | −2,311−11.5% | 減碼 |
| Alpine Bank Wealth Management | 17,679 | $557.6 萬 | 0.78% | +30+0.2% | 加碼 |
| Opinicus Capital, Inc. | 17,670 | $557.4 萬 | 3.86% | −487−2.7% | 減碼 |
| Archer Investment Corp | 17,663 | $557.1 萬 | 1.26% | −455−2.5% | 減碼 |
| Gilder Gagnon Howe & Co LLC | 17,659 | $557.0 萬 | 0.06% | −86−0.5% | 減碼 |
| Quadcap Wealth Management, LLC | 17,648 | $556.7 萬 | 0.66% | −378−2.1% | 減碼 |
| WP Advisors, LLC | 17,617 | $555.7 萬 | 1.41% | +21+0.1% | 加碼 |
| Long Run Wealth Advisors, LLC | 17,608 | $555.4 萬 | 1.09% | −1,502−7.9% | 減碼 |
| Tiemann Investment Advisors, LLC | 17,598 | $555.1 萬 | 2.12% | −170−1.0% | 減碼 |
| Morangie Management LLC | 17,584 | $554.7 萬 | 4.78% | +708+4.2% | 加碼 |
| First Commonwealth Financial Corp | 17,582 | $554.6 萬 | 0.93% | +2,858+19.4% | 加碼 |
| Affinity Wealth Management LLC | 17,580 | $554.5 萬 | 0.81% | −276−1.5% | 減碼 |
| Aries Wealth Management | 17,561 | $553.9 萬 | 1.31% | +322+1.9% | 加碼 |
| Home Federal Bank of Tennessee | 17,546 | $553.5 萬 | 1.48% | −162−0.9% | 減碼 |
| Aureus Asset Management, LLC | 17,543 | $553.4 萬 | 0.36% | −897−4.9% | 減碼 |
| Weaver Capital Management LLC | 17,542 | $553.3 萬 | 1.21% | +2,213+14.4% | 加碼 |
| Certified Advisory Corp | 17,518 | $552.6 萬 | 0.52% | −371−2.1% | 減碼 |
| First United Bank Trust | 17,491 | $551.7 萬 | 1.79% | −193−1.1% | 減碼 |
| Buckhead Capital Management LLC | 17,470 | $551.1 萬 | 2.00% | +53+0.3% | 加碼 |
| Transatlantique Private Wealth LLC | 17,467 | $551.0 萬 | 1.80% | −124−0.7% | 減碼 |
| Game Plan Financial Advisors, LLC | 17,440 | $550.1 萬 | 2.28% | +135+0.8% | 加碼 |
| Valley Brook Capital Group | 17,423 | $549.6 萬 | 3.69% | +28+0.2% | 加碼 |
| Guerra Advisors Inc | 17,412 | $549.2 萬 | 2.03% | +4,359+33.4% | 加碼 |
| Castle Rock Wealth Management, LLC | 17,845 | $548.0 萬 | 1.21% | +238+1.4% | 加碼 |
| Investment Advisory Services Inc | 17,366 | $547.8 萬 | 1.73% | −496−2.8% | 減碼 |
| Mattson Financial Services, LLC | 17,338 | $546.9 萬 | 1.31% | −104−0.6% | 減碼 |
| NWF Advisory Services Inc. | 17,331 | $546.7 萬 | 0.60% | −495−2.8% | 減碼 |
| Snider Financial Group | 17,310 | $546.0 萬 | 1.49% | −54−0.3% | 減碼 |
| Bank Hapoalim BM | 17,305 | $545.9 萬 | 0.67% | −222−1.3% | 減碼 |
| Center for Financial Planning, Inc. | 17,271 | $544.8 萬 | 0.58% | +260+1.5% | 加碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 17,257 | $544.3 萬 | 0.64% | +619+3.7% | 加碼 |
| MeadowBrook Investment Advisors LLC | 17,195 | $542.4 萬 | 4.66% | −70−0.4% | 減碼 |
| Denali Advisors LLC | 17,170 | $541.6 萬 | 0.61% | −200−1.2% | 減碼 |
| Worth Financial Advisory Group, LLC | 17,092 | $539.1 萬 | 3.02% | −396−2.3% | 減碼 |
| KPP Advisory Services LLC | 17,085 | $538.9 萬 | 0.80% | −1,046−5.8% | 減碼 |
| Commonwealth Financial Services, LLC | 17,079 | $538.7 萬 | 0.92% | +117+0.7% | 加碼 |
| Sageworth Trust Co | 17,057 | $538.0 萬 | 0.25% | +15,738+1,193.2% | 加碼 |
| Sweeney & Michel, LLC | 17,879 | $538.0 萬 | 1.81% | −171−0.9% | 減碼 |
| LRI Investments, LLC | 39,921 | $536.6 萬 | 0.44% | −687−1.7% | 減碼 |
| Altrius Capital Management Inc | 17,006 | $536.4 萬 | 1.22% | −4,801−22.0% | 減碼 |
| Cetera Trust Company, N.A | 16,969 | $535.3 萬 | 3.00% | −25−0.1% | 減碼 |
| Boltwood Capital Management | 16,951 | $534.7 萬 | 1.42% | +38+0.2% | 加碼 |
| Brookmont Capital Management | 16,942 | $534.4 萬 | 2.97% | −723−4.1% | 減碼 |
| Portside Wealth Group, LLC | 16,898 | $533.0 萬 | 0.74% | −243−1.4% | 減碼 |
| San Luis Wealth Advisors LLC | 16,874 | $532.3 萬 | 0.96% | +3,496+26.1% | 加碼 |
| Invera Wealth Advisors, LLC | 16,860 | $531.8 萬 | 3.28% | −200−1.2% | 減碼 |
| Edge Financial Advisors LLC | 8,421 | $531.3 萬 | 2.38% | +515+6.5% | 加碼 |
| Bull Street Advisors, LLC | 16,826 | $530.7 萬 | 2.48% | 00.0% | 不變 |
| Wills Financial Group LLC | 16,816 | $530.4 萬 | 2.18% | −85−0.5% | 減碼 |
| Crowley Wealth Management, Inc. | 16,763 | $528.7 萬 | 4.21% | −159−0.9% | 減碼 |
| Watts Gwilliam & Co., LLC | 16,711 | $527.1 萬 | 0.85% | 00.0% | 不變 |