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 |
|---|---|---|---|---|---|
| Cornell Pochily Investment Advisors, Inc. | 16,711 | $527.1 萬 | 1.57% | +80+0.5% | 加碼 |
| Vision Financial Markets LLC | 16,701 | $526.8 萬 | 4.50% | +20.0% | 加碼 |
| FSB Premier Wealth Management, Inc. | 16,698 | $526.7 萬 | 1.73% | +1,038+6.6% | 加碼 |
| Searle & Co. | 16,692 | $526.5 萬 | 1.39% | +21+0.1% | 加碼 |
| Arbor Trust Wealth Advisors, LLC | 16,662 | $525.6 萬 | 2.37% | −100−0.6% | 減碼 |
| Antonelli Financial Advisors, LLC | 16,639 | $524.9 萬 | 3.57% | −155−0.9% | 減碼 |
| Magnolia Capital Advisors LLC | 16,625 | $524.4 萬 | 1.37% | −596−3.5% | 減碼 |
| Gs Investments, Inc. | 16,622 | $524.3 萬 | 2.60% | +2,598+18.5% | 加碼 |
| Catherine Avery Investment Management LLC | 16,608 | $523.9 萬 | 3.37% | +1,779+12.0% | 加碼 |
| Park Place Capital Corp | 16,597 | $523.5 萬 | 1.11% | −384−2.3% | 減碼 |
| Tradition Wealth Management, LLC | 16,530 | $521.4 萬 | 0.39% | +911+5.8% | 加碼 |
| KP Management LLC | 16,527 | $521.3 萬 | 1.83% | 00.0% | 不變 |
| Central Bank & Trust Co | 16,503 | $520.6 萬 | 0.82% | −256−1.5% | 減碼 |
| Sawgrass Asset Management LLC | 16,499 | $520.4 萬 | 0.64% | +66+0.4% | 加碼 |
| Tandem Capital Management Corp | 16,462 | $519.3 萬 | 2.42% | +22+0.1% | 加碼 |
| Integrity Alliance, LLC. | 16,446 | $518.8 萬 | 0.24% | +2,806+20.6% | 加碼 |
| FSM Wealth Advisors, LLC | 16,418 | $517.9 萬 | 0.73% | +956+6.2% | 加碼 |
| Interchange Capital Partners, LLC | 16,414 | $517.7 萬 | 1.01% | +2,115+14.8% | 加碼 |
| Central Pacific Bank - Trust Division | 16,408 | $517.6 萬 | 0.63% | −230−1.4% | 減碼 |
| Optas, LLC | 16,396 | $517.2 萬 | 0.88% | +83+0.5% | 加碼 |
| Burke & Herbert Bank & Trust Co | 16,346 | $515.6 萬 | 1.11% | −185−1.1% | 減碼 |
| Register Financial Advisors LLC | 16,335 | $515.2 萬 | 2.03% | −133−0.8% | 減碼 |
| Monograph Wealth Advisors, LLC | 16,334 | $515.2 萬 | 0.52% | +16,334 | 新進 |
| Condor Capital Management | 16,294 | $514.0 萬 | 0.42% | −40.0% | 減碼 |
| Pacitti Group Inc. | 16,273 | $513.3 萬 | 1.99% | +614+3.9% | 加碼 |
| Outfitter Financial LLC | 16,212 | $511.4 萬 | 4.14% | −500−3.0% | 減碼 |
| Viewpoint Investment Partners Corp | 17,590 | $510.0 萬 | 2.79% | 00.0% | 不變 |
| Cliftonlarsonallen Wealth Advisors, LLC | 16,163 | $509.8 萬 | 0.08% | −3,177−16.4% | 減碼 |
| Crews Bank & Trust | 16,080 | $507.2 萬 | 0.74% | −151−0.9% | 減碼 |
| Enterprise Financial Services Corp | 16,072 | $507.0 萬 | 2.61% | −186−1.1% | 減碼 |
| Raelipskie Partnership | 16,048 | $506.2 萬 | 2.17% | −130−0.8% | 減碼 |
| Institute for Wealth Management, LLC. | 16,040 | $505.9 萬 | 0.53% | −75−0.5% | 減碼 |
| Lafayette Investments, Inc. | 16,009 | $505.0 萬 | 0.97% | −37−0.2% | 減碼 |
| Jessup Wealth Management, Inc | 15,931 | $502.5 萬 | 1.87% | +60+0.4% | 加碼 |
| Legacy Advisors, LLC | 15,931 | $502.5 萬 | 0.62% | +15,931 | 新進 |
| FLC Capital Advisors | 15,921 | $502.2 萬 | 0.97% | −36−0.2% | 減碼 |
| Convergence Investment Partners, LLC | 15,890 | $501.2 萬 | 1.12% | −1,455−8.4% | 減碼 |
| CNB Bank | 15,880 | $500.9 萬 | 2.09% | +437+2.8% | 加碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 15,852 | $500.0 萬 | 1.03% | +1,102+7.5% | 加碼 |
| Hanson & Doremus Investment Management | 15,829 | $499.3 萬 | 0.63% | −1,345−7.8% | 減碼 |
| GoalVest Advisory LLC | 15,823 | $499.1 萬 | 1.06% | +297+1.9% | 加碼 |
| Trivant Custom Portfolio Group, LLC | 15,817 | $498.9 萬 | 2.56% | −113−0.7% | 減碼 |
| National Philanthropic Trust | 15,805 | $498.5 萬 | 0.06% | +935+6.3% | 加碼 |
| HF Advisory Group, LLC | 15,788 | $498.0 萬 | 1.83% | +637+4.2% | 加碼 |
| BCGM Wealth Management, LLC | 15,773 | $497.5 萬 | 1.29% | −2,477−13.6% | 減碼 |
| Dillon & Associates Inc | 15,715 | $495.0 萬 | 0.64% | −109−0.7% | 減碼 |
| CFS Investment Advisory Services, LLC | 16,474 | $494.9 萬 | 0.37% | +515+3.2% | 加碼 |
| TBH Global Asset Management, LLC | 15,685 | $494.7 萬 | 0.97% | +183+1.2% | 加碼 |
| Ullmann Financial Group, Inc. | 15,656 | $493.8 萬 | 0.54% | +152+1.0% | 加碼 |
| Verus Capital Partners, LLC | 15,635 | $493.2 萬 | 0.38% | +1,151+7.9% | 加碼 |
| Clear Creek Financial Management, LLC | 15,634 | $493.2 萬 | 0.43% | −57−0.4% | 減碼 |
| First City Capital Management, Inc. | 15,623 | $492.8 萬 | 2.66% | −487−3.0% | 減碼 |
| Eclectic Associates Inc | 15,616 | $492.6 萬 | 0.90% | −2,318−12.9% | 減碼 |
| MJP Associates Inc | 15,587 | $491.7 萬 | 0.65% | +211+1.4% | 加碼 |
| Ironwood Financial, llc | 15,580 | $491.5 萬 | 0.87% | +180+1.2% | 加碼 |
| JPL Wealth Management, LLC | 15,538 | $490.1 萬 | 1.16% | −382−2.4% | 減碼 |
| Chatham Capital Group, Inc. | 15,510 | $489.2 萬 | 0.70% | +75+0.5% | 加碼 |
| Martin & Co Inc | 15,491 | $488.6 萬 | 0.87% | +87+0.6% | 加碼 |
| Biltmore Family Office, LLC | 15,476 | $488.1 萬 | 0.69% | +1,813+13.3% | 加碼 |
| Centric Wealth Management | 15,683 | $487.9 萬 | 1.09% | +649+4.3% | 加碼 |
| Holistic Financial Partners | 15,469 | $487.9 萬 | 2.00% | +125+0.8% | 加碼 |
| Cambria Investment Management, L.P. | 15,469 | $487.9 萬 | 0.30% | +3,068+24.7% | 加碼 |
| Purus Wealth Management, LLC | 15,468 | $487.9 萬 | 1.56% | +10.0% | 加碼 |
| Rydar Equities, Inc. | 15,681 | $487.2 萬 | 3.90% | −402−2.5% | 減碼 |
| Integrity Financial Corp | 15,439 | $487.0 萬 | 2.33% | +232+1.5% | 加碼 |
| Accent Capital Management, LLC | 15,422 | $486.5 萬 | 2.06% | +233+1.5% | 加碼 |
| TCI Wealth Advisors, Inc. | 15,412 | $486.1 萬 | 0.29% | +271+1.8% | 加碼 |
| Hudson Value Partners, LLC | 15,409 | $486.0 萬 | 1.53% | −2,148−12.2% | 減碼 |
| Delta Accumulation, LLC | 23,006 | $485.1 萬 | 27.37% | +20.0% | 加碼 |
| Tower Trust & Investment Co | 15,373 | $484.9 萬 | 3.26% | −497−3.1% | 減碼 |
| Grandview Asset Management LLC | 15,327 | $483.5 萬 | 1.36% | +520+3.5% | 加碼 |
| Natural Investments, LLC | 15,326 | $483.4 萬 | 1.20% | −32−0.2% | 減碼 |
| Counterweight Ventures, LLC | 15,322 | $483.3 萬 | 2.83% | −1,347−8.1% | 減碼 |
| Chung Wu Investment Group, LLC | 15,317 | $483.1 萬 | 4.02% | 00.0% | 不變 |
| West Family Investments, Inc. | 15,288 | $482.2 萬 | 1.08% | +138+0.9% | 加碼 |
| Dumont & Blake Investment Advisors LLC | 15,251 | $481.1 萬 | 1.17% | −164−1.1% | 減碼 |
| Crescent Sterling, Ltd. | 15,213 | $479.9 萬 | 5.05% | −472−3.0% | 減碼 |
| SFMG, LLC | 15,195 | $479.3 萬 | 0.33% | +477+3.2% | 加碼 |
| Convergence Financial, LLC | 15,190 | $479.1 萬 | 0.72% | −291−1.9% | 減碼 |
| Van Cleef Asset Management,Inc | 15,165 | $478.4 萬 | 0.49% | −1,455−8.8% | 減碼 |
| KLCM Advisors, Inc. | 15,147 | $477.8 萬 | 0.48% | −780−4.9% | 減碼 |
| Alteri Wealth LLC | 15,120 | $476.9 萬 | 1.64% | −160−1.0% | 減碼 |
| NVWM, LLC | 15,101 | $476.3 萬 | 1.07% | −361−2.3% | 減碼 |
| Twelve Points Wealth Management LLC | 15,065 | $475.2 萬 | 1.18% | −15−0.1% | 減碼 |
| Regal Investment Advisors LLC | 15,056 | $474.9 萬 | 0.31% | +680+4.7% | 加碼 |
| Elevatus Welath Management | 15,047 | $474.6 萬 | 1.37% | +281+1.9% | 加碼 |
| Vectors Research Management, LLC | 15,046 | $474.6 萬 | 1.50% | −150−1.0% | 減碼 |
| ZEGA Investments, LLC | 15,035 | $474.3 萬 | 1.09% | +7,339+95.4% | 加碼 |
| Stillwater Wealth Management Group | 15,025 | $473.9 萬 | 3.32% | +15,025 | 新進 |
| Founders Financial Securities LLC | 15,022 | $473.8 萬 | 0.32% | −287−1.9% | 減碼 |
| Bleichroeder LP | 15,000 | $473.1 萬 | 0.92% | 00.0% | 不變 |
| GTS Securities LLC | 14,993 | $472.9 萬 | 0.18% | +4,564+43.8% | 加碼 |
| Investment House LLC | 14,981 | $472.5 萬 | 0.22% | +8,665+137.2% | 加碼 |
| Lodestone Wealth Management LLC | 14,965 | $472.0 萬 | 2.12% | +84+0.6% | 加碼 |
| Elyxium Wealth, LLC | 14,934 | $471.1 萬 | 1.64% | +93+0.6% | 加碼 |
| Marks Group Wealth Management, Inc | 14,912 | $470.4 萬 | 0.44% | −71−0.5% | 減碼 |
| Integral Investment Advisors, Inc. | 14,900 | $470.0 萬 | 1.27% | +177+1.2% | 加碼 |
| Canopy Partners, LLC | 14,894 | $469.8 萬 | 1.57% | +156+1.1% | 加碼 |
| Maseco LLP | 14,880 | $469.3 萬 | 0.23% | −56−0.4% | 減碼 |
| VCI Wealth Management LLC | 14,861 | $468.7 萬 | 1.42% | +3,036+25.7% | 加碼 |