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 5,157 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 | 5,157 | $6,437 億 |
| 2026 年第 1 季 | 5,103 | $5,721 億 |
| 2025 年第 4 季 | 5,155 | $6,395 億 |
| 2025 年第 3 季 | 4,766 | $6,180 億 |
| 2025 年第 2 季 | 4,753 | $5,824 億 |
| 2025 年第 1 季 | 4,680 | $4,946 億 |
| 2024 年第 4 季 | 4,680 | $4,900 億 |
| 2024 年第 3 季 | 4,216 | $4,294 億 |
| 2024 年第 2 季 | 4,182 | $4,162 億 |
| 2024 年第 1 季 | 4,121 | $4,145 億 |
| 2023 年第 4 季 | 4,002 | $3,518 億 |
| 2023 年第 3 季 | 3,711 | $2,970 億 |
| 2023 年第 2 季 | 3,673 | $2,976 億 |
| 2023 年第 1 季 | 3,613 | $2,663 億 |
| 2022 年第 4 季 | 3,629 | $2,783 億 |
| 2022 年第 3 季 | 3,396 | $2,129 億 |
| 2022 年第 2 季 | 3,428 | $2,293 億 |
| 2022 年第 1 季 | 3,520 | $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 |
|---|---|---|---|---|---|
| Manitou Investment Management Ltd. | 112,785 | $3,558 萬 | 6.21% | +247+0.2% | 加碼 |
| GAMMA Investing LLC | 111,982 | $3,532 萬 | 1.95% | +4,492+4.2% | 加碼 |
| Nemes Rush Group LLC | 111,895 | $3,529 萬 | 3.50% | −140.0% | 減碼 |
| Resources Management Corp | 111,857 | $3,528 萬 | 4.56% | −9,169−7.6% | 減碼 |
| Sonora Investment Management Group, LLC | 111,734 | $3,524 萬 | 2.50% | −4,033−3.5% | 減碼 |
| Private Capital Management, LLC | 111,493 | $3,517 萬 | 3.25% | −1,208−1.1% | 減碼 |
| ARS Wealth Advisors Group, LLC | 111,184 | $3,507 萬 | 3.46% | −1,584−1.4% | 減碼 |
| Congress Asset Management Co | 110,985 | $3,501 萬 | 0.23% | +505+0.5% | 加碼 |
| J.P. Marvel Investment Advisors, LLC | 110,720 | $3,492 萬 | 5.08% | +189+0.2% | 加碼 |
| Colonial Trust Advisors | 110,636 | $3,490 萬 | 2.69% | −147−0.1% | 減碼 |
| Texas Yale Capital Corp. | 110,608 | $3,489 萬 | 1.10% | −437−0.4% | 減碼 |
| Old National Bancorp | 110,405 | $3,483 萬 | 0.60% | +5,382+5.1% | 加碼 |
| Resources Investment Advisors, LLC. | 110,277 | $3,478 萬 | 0.36% | −1,118−1.0% | 減碼 |
| Absher Wealth Management, LLC | 110,049 | $3,471 萬 | 4.15% | −1,141−1.0% | 減碼 |
| F/M Investments LLC | 109,979 | $3,469 萬 | 1.34% | −2,794−2.5% | 減碼 |
| Stillwater Capital Advisors, LLC | 109,376 | $3,450 萬 | 3.88% | −1,091−1.0% | 減碼 |
| Bleakley Financial Group, LLC | 109,271 | $3,447 萬 | 0.80% | +1,496+1.4% | 加碼 |
| Rice Partnership, LLC | 109,244 | $3,446 萬 | 4.89% | +1,314+1.2% | 加碼 |
| Talbot Financial, LLC | 108,558 | $3,424 萬 | 2.90% | +1,288+1.2% | 加碼 |
| First Foundation Advisors | 108,054 | $3,408 萬 | 1.26% | −8,231−7.1% | 減碼 |
| Exane Asset Management | 91,874 | $3,405 萬 | 11.48% | +91,874 | 新進 |
| Andra AP-fonden | 107,700 | $3,397 萬 | 0.43% | +3,300+3.2% | 加碼 |
| Boston Private Wealth LLC | 107,425 | $3,389 萬 | 1.82% | −10,207−8.7% | 減碼 |
| Cary Street Partners Financial LLC | 107,276 | $3,384 萬 | 0.88% | −792−0.7% | 減碼 |
| ProVise Management Group, LLC | 106,982 | $3,375 萬 | 2.49% | −1,093−1.0% | 減碼 |
| Clear Harbor Asset Management, LLC | 105,874 | $3,340 萬 | 2.36% | −2,370−2.2% | 減碼 |
| HBK Sorce Advisory LLC | 109,234 | $3,339 萬 | 0.84% | −812−0.7% | 減碼 |
| SS&H Financial Advisors, Inc. | 105,540 | $3,329 萬 | 10.12% | 00.0% | 不變 |
| Empirical Finance, LLC | 105,419 | $3,325 萬 | 1.58% | +905+0.9% | 加碼 |
| PEAK6 LLC | 104,857 | $3,308 萬 | 0.83% | +89,598+587.2% | 加碼 |
| Rockland Trust Co | 104,844 | $3,307 萬 | 1.36% | −8,666−7.6% | 減碼 |
| Covea Finance | 104,200 | $3,287 萬 | 1.15% | +11,600+12.5% | 加碼 |
| Freestone Capital Holdings, LLC | 104,080 | $3,283 萬 | 1.01% | +4,470+4.5% | 加碼 |
| Galvin, Gaustad & Stein, LLC | 103,939 | $3,279 萬 | 2.67% | −4,086−3.8% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 103,204 | $3,255 萬 | 1.72% | −24,849−19.4% | 減碼 |
| Great Valley Advisor Group, Inc. | 103,074 | $3,251 萬 | 0.65% | +1,902+1.9% | 加碼 |
| Brookstone Capital Management | 102,383 | $3,229 萬 | 0.39% | −1,661−1.6% | 減碼 |
| Janney Capital Management LLC | 101,695 | $3,208 萬 | 2.00% | −10,322−9.2% | 減碼 |
| Thomasville National Bank | 101,629 | $3,206 萬 | 2.02% | −481−0.5% | 減碼 |
| Azimuth Capital Investment Management LLC | 101,524 | $3,202 萬 | 1.15% | −1,544−1.5% | 減碼 |
| CWA Asset Management Group, LLC | 101,334 | $3,196 萬 | 1.18% | +230.0% | 加碼 |
| Allstate Corp | 101,264 | $3,194 萬 | 0.73% | +95,788+1,749.2% | 加碼 |
| Kornitzer Capital Management Inc | 100,983 | $3,185 萬 | 0.64% | −2,863−2.8% | 減碼 |
| Cadinha & Co LLC | 100,518 | $3,171 萬 | 4.31% | +1,393+1.4% | 加碼 |
| Strategic Wealth Designers | 100,485 | $3,170 萬 | 2.67% | +94,091+1,471.6% | 加碼 |
| United Bank | 99,547 | $3,140 萬 | 3.74% | −330.0% | 減碼 |
| Cullen Investment Group, Ltd. | 101,166 | $3,136 萬 | 4.15% | −2,304−2.2% | 減碼 |
| Trust Co of Toledo NA | 99,309 | $3,133 萬 | 3.14% | +307+0.3% | 加碼 |
| Coldstream Capital Management Inc | 99,225 | $3,130 萬 | 0.42% | +680+0.7% | 加碼 |
| Diversified Trust Co | 99,212 | $3,129 萬 | 0.63% | +31,080+45.6% | 加碼 |
| Pallas Capital Advisors LLC | 99,146 | $3,127 萬 | 1.15% | +2,517+2.6% | 加碼 |
| Birch Hill Investment Advisors LLC | 99,053 | $3,124 萬 | 1.32% | −2,374−2.3% | 減碼 |
| Gillespie Robinson & Grimm Inc | 98,192 | $3,097 萬 | 2.17% | −2,018−2.0% | 減碼 |
| Yarbrough Capital, LLC | 97,875 | $3,087 萬 | 0.96% | 00.0% | 不變 |
| Callahan Advisors, LLC | 97,813 | $3,085 萬 | 2.62% | −1,199−1.2% | 減碼 |
| Forbes J M & Co LLP | 97,707 | $3,082 萬 | 2.56% | +915+0.9% | 加碼 |
| Ballentine Partners, LLC | 97,694 | $3,082 萬 | 0.43% | +1,023+1.1% | 加碼 |
| Level Four Advisory Services, LLC | 97,650 | $3,080 萬 | 1.05% | −3,870−3.8% | 減碼 |
| Abn Amro Investment Solutions | 97,494 | $3,075 萬 | 0.63% | −30,754−24.0% | 減碼 |
| Grimes & Company, Inc. | 97,282 | $3,069 萬 | 0.76% | +9,988+11.4% | 加碼 |
| Linscomb & Williams, Inc. | 97,039 | $3,061 萬 | 1.32% | −8,969−8.5% | 減碼 |
| Assenagon Asset Management S.A. | 96,995 | $3,060 萬 | 0.05% | +580+0.6% | 加碼 |
| Hamilton Capital Partners Inc. | 96,966 | $3,059 萬 | 1.27% | −14,802−13.2% | 減碼 |
| Lyell Wealth Management, LP | 96,673 | $3,049 萬 | 2.26% | −3,597−3.6% | 減碼 |
| Albion Financial Group | 96,573 | $3,046 萬 | 1.84% | +521+0.5% | 加碼 |
| Gotham Asset Management, LLC | 96,489 | $3,044 萬 | 0.13% | +10,328+12.0% | 加碼 |
| Greenleaf Trust | 96,483 | $3,043 萬 | 0.28% | −18,811−16.3% | 減碼 |
| Cyndeo Wealth Partners, LLC | 96,292 | $3,037 萬 | 1.69% | −1,714−1.7% | 減碼 |
| Wetherby Asset Management Inc | 95,143 | $3,001 萬 | 1.23% | +574+0.6% | 加碼 |
| Washington Trust Bank | 94,926 | $2,994 萬 | 2.19% | −4,754−4.8% | 減碼 |
| Courant Investment Management LLC | 94,897 | $2,993 萬 | 23.66% | 00.0% | 不變 |
| Davy Global Fund Management Ltd | 94,254 | $2,973 萬 | 2.01% | −890−0.9% | 減碼 |
| Tritonpoint Wealth, LLC | 94,245 | $2,973 萬 | 2.55% | −1,727−1.8% | 減碼 |
| Rempart Asset Management Inc. | 94,139 | $2,969 萬 | 5.49% | −3,610−3.7% | 減碼 |
| Global Retirement Partners, LLC | 94,026 | $2,966 萬 | 0.66% | +1,301+1.4% | 加碼 |
| Rossmore Private Capital | 93,945 | $2,963 萬 | 3.19% | +637+0.7% | 加碼 |
| Ritholtz Wealth Management | 93,552 | $2,951 萬 | 0.57% | +6,365+7.3% | 加碼 |
| GHP Investment Advisors, Inc. | 93,252 | $2,941 萬 | 1.24% | −1,709−1.8% | 減碼 |
| Beese Fulmer Investment Management, Inc. | 93,173 | $2,939 萬 | 2.03% | −959−1.0% | 減碼 |
| Thornburg Investment Management Inc | 93,156 | $2,938 萬 | 0.38% | −331−0.4% | 減碼 |
| Farther Finance Advisors, LLC | 93,008 | $2,934 萬 | 0.44% | +12,443+15.4% | 加碼 |
| Northwest & Ethical Investments L.P. | 92,945 | $2,932 萬 | 0.69% | 00.0% | 不變 |
| Canada Post Corp Registered Pension Plan | 92,850 | $2,931 萬 | 1.30% | +21,805+30.7% | 加碼 |
| Mutual Advisors, LLC | 99,334 | $2,926 萬 | 0.64% | +4,244+4.5% | 加碼 |
| Baldwin Brothers Inc | 92,591 | $2,921 萬 | 1.90% | −1,743−1.8% | 減碼 |
| Bragg Financial Advisors, Inc | 92,584 | $2,920 萬 | 0.97% | −200.0% | 減碼 |
| Sumitomo Life Insurance Co | 92,520 | $2,918 萬 | 0.91% | −9,752−9.5% | 減碼 |
| Fort Sheridan Advisors LLC | 92,516 | $2,918 萬 | 3.82% | −672−0.7% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 92,290 | $2,911 萬 | 1.04% | +2,722+3.0% | 加碼 |
| Principal Securities, Inc. | 91,968 | $2,901 萬 | 0.48% | +3,753+4.3% | 加碼 |
| Cidel Asset Management Inc | 91,912 | $2,899 萬 | 1.66% | −957−1.0% | 減碼 |
| Harbour Trust & Investment Management Co | 91,402 | $2,883 萬 | 2.98% | −970−1.1% | 減碼 |
| Westpac Banking Corp | 91,279 | $2,879 萬 | 1.78% | −149−0.2% | 減碼 |
| Thompson Siegel & Walmsley LLC | 91,107 | $2,874 萬 | 0.47% | −1,081−1.2% | 減碼 |
| Fiduciary Group LLC | 91,061 | $2,872 萬 | 2.52% | −604−0.7% | 減碼 |
| Independence Bank of Kentucky | 90,990 | $2,870 萬 | 3.69% | −1,252−1.4% | 減碼 |
| Leavell Investment Management, Inc. | 90,857 | $2,866 萬 | 1.21% | −4,064−4.3% | 減碼 |
| Webster Bank, N. A. | 90,518 | $2,855 萬 | 2.75% | −2,069−2.2% | 減碼 |
| Evergreen Capital Management LLC | 90,432 | $2,852 萬 | 0.68% | −1,742−1.9% | 減碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 90,332 | $2,849 萬 | 2.58% | −2,161−2.3% | 減碼 |