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 |
|---|---|---|---|---|---|
| Cantor Fitzgerald Investment Adviser L.P. | 90,313 | $2,849 萬 | 1.94% | −2,373−2.6% | 減碼 |
| Premier Fund Managers Ltd | 90,124 | $2,845 萬 | 1.17% | −930−1.0% | 減碼 |
| Quadrature Capital Ltd | 90,195 | $2,844 萬 | 0.34% | +37,673+71.7% | 加碼 |
| Cincinnati Financial Corp | 90,000 | $2,839 萬 | 0.56% | 00.0% | 不變 |
| Harvest Portfolios Group Inc. | 89,277 | $2,816 萬 | 0.52% | −8,076−8.3% | 減碼 |
| Bourgeon Capital Management LLC | 89,194 | $2,813 萬 | 5.11% | −3,000−3.3% | 減碼 |
| Moran Wealth Management, LLC | 89,133 | $2,812 萬 | 0.85% | −14,164−13.7% | 減碼 |
| Shufro Rose & Co LLC | 114,535 | $2,810 萬 | 2.31% | −3,004−2.6% | 減碼 |
| DuPont Capital Management Corp | 89,042 | $2,809 萬 | 2.90% | 00.0% | 不變 |
| Edge Wealth Management LLC | 88,755 | $2,800 萬 | 4.96% | −57−0.1% | 減碼 |
| Dixon Mitchell Investment Counsel Inc. | 88,361 | $2,793 萬 | 0.99% | +2,764+3.2% | 加碼 |
| First American Trust, FSB | 87,804 | $2,770 萬 | 2.01% | +12,461+16.5% | 加碼 |
| Nomura Holdings Inc | 87,764 | $2,768 萬 | 0.13% | +57,584+190.8% | 加碼 |
| Anderson Hoagland & Co | 87,669 | $2,765 萬 | 2.48% | −1,138−1.3% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 87,639 | $2,764 萬 | 0.40% | −1,016−1.1% | 減碼 |
| Addenda Capital Inc. | 87,509 | $2,760 萬 | 0.82% | +25,277+40.6% | 加碼 |
| Guardian Partners Inc. | 88,788 | $2,759 萬 | 2.33% | −191−0.2% | 減碼 |
| CAPROCK Group, Inc. | 91,273 | $2,751 萬 | 0.68% | +91,273 | 新進 |
| Canandaigua National Bank & Trust Co | 86,984 | $2,744 萬 | 2.41% | −2,020−2.3% | 減碼 |
| Trust Co of Virginia | 86,878 | $2,740 萬 | 2.29% | −2,029−2.3% | 減碼 |
| Longbow Finance SA | 86,408 | $2,726 萬 | 2.69% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 86,048 | $2,714 萬 | 0.88% | +718+0.8% | 加碼 |
| Cohen Capital Management, Inc. | 85,768 | $2,705 萬 | 4.22% | −350−0.4% | 減碼 |
| Banque Cantonale Vaudoise | 85,764 | $2,705 萬 | 1.01% | +7,288+9.3% | 加碼 |
| Banque Transatlantique SA | 86,091 | $2,704 萬 | 0.66% | −1,864−2.1% | 減碼 |
| GDS Wealth Management | 85,673 | $2,702 萬 | 1.78% | +1,600+1.9% | 加碼 |
| Verition Fund Management LLC | 85,522 | $2,698 萬 | 0.15% | +52,213+156.8% | 加碼 |
| Nixon Peabody Trust Co | 85,149 | $2,686 萬 | 1.97% | +441+0.5% | 加碼 |
| Dearborn Partners LLC | 85,149 | $2,686 萬 | 1.26% | −1,227−1.4% | 減碼 |
| Voleon Capital Management LP | 85,114 | $2,685 萬 | 0.66% | +41,938+97.1% | 加碼 |
| TD Private Client Wealth LLC | 85,006 | $2,681 萬 | 0.60% | −12,079−12.4% | 減碼 |
| Easterly Investment Partners LLC | 84,936 | $2,679 萬 | 1.81% | −9,760−10.3% | 減碼 |
| Verdence Capital Advisors LLC | 88,060 | $2,678 萬 | 1.54% | +5,486+6.6% | 加碼 |
| Wedbush Securities Inc | 84,886 | $2,678 萬 | 0.87% | −1,143−1.3% | 減碼 |
| Motco | 84,597 | $2,668 萬 | 2.44% | −1,879−2.2% | 減碼 |
| Westchester Capital Management, Inc. | 84,305 | $2,659 萬 | 5.72% | −2,500−2.9% | 減碼 |
| Forum Financial Management, LP | 84,159 | $2,655 萬 | 0.36% | +2,147+2.6% | 加碼 |
| New Republic Capital, LLC | 84,095 | $2,653 萬 | 8.13% | +926+1.1% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 84,001 | $2,650 萬 | 0.71% | −1,320−1.5% | 減碼 |
| Chicago Partners Investment Group LLC | 86,675 | $2,647 萬 | 0.69% | +1,944+2.3% | 加碼 |
| Montag A & Associates Inc | 83,147 | $2,623 萬 | 1.21% | −1,491−1.8% | 減碼 |
| Aviance Capital Partners, LLC | 83,104 | $2,621 萬 | 3.11% | +692+0.8% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 83,043 | $2,619 萬 | 1.25% | −2,154−2.5% | 減碼 |
| Knights of Columbus Asset Advisors LLC | 82,718 | $2,609 萬 | 1.49% | −22,516−21.4% | 減碼 |
| Siemens Fonds Invest GmbH | 82,385 | $2,599 萬 | 1.42% | −2,294−2.7% | 減碼 |
| Alerus Financial NA | 82,145 | $2,591 萬 | 1.32% | +1,518+1.9% | 加碼 |
| Biondo Investment Advisors, LLC | 82,130 | $2,591 萬 | 3.24% | −1,232−1.5% | 減碼 |
| Red Door Wealth Management, LLC | 81,848 | $2,582 萬 | 2.74% | +1,389+1.7% | 加碼 |
| J. Safra Sarasin Holding AG | 81,811 | $2,581 萬 | 0.42% | −311−0.4% | 減碼 |
| Dynamic Advisor Solutions LLC | 81,752 | $2,579 萬 | 0.75% | −805−1.0% | 減碼 |
| Terry L. Blaker | 81,273 | $2,564 萬 | 0.97% | −3,829−4.5% | 減碼 |
| Ascent Group, LLC | 81,249 | $2,563 萬 | 0.91% | +478+0.6% | 加碼 |
| Cullinan Associates Inc | 81,232 | $2,562 萬 | 1.67% | +2,890+3.7% | 加碼 |
| Courier Capital LLC | 80,946 | $2,553 萬 | 1.46% | −2,113−2.5% | 減碼 |
| Signaturefd, LLC | 80,868 | $2,551 萬 | 0.40% | +2,083+2.6% | 加碼 |
| Woodmont Investment Counsel LLC | 80,635 | $2,543 萬 | 1.68% | −6,463−7.4% | 減碼 |
| Oak Harvest Investment Services | 80,568 | $2,541 萬 | 2.96% | −18,489−18.7% | 減碼 |
| MUFG Securities Americas Inc. | 80,268 | $2,532 萬 | 1.63% | +13,636+20.5% | 加碼 |
| General American Investors Co Inc | 80,000 | $2,523 萬 | 1.58% | 00.0% | 不變 |
| Archon Partners LLC | 80,000 | $2,523 萬 | 2.68% | 00.0% | 不變 |
| Barlow Wealth Partners, Inc. | 85,789 | $2,523 萬 | 2.81% | +350.0% | 加碼 |
| King Wealth | 79,881 | $2,520 萬 | 3.17% | −370.0% | 減碼 |
| Peak Asset Management, LLC | 79,880 | $2,520 萬 | 4.40% | −633−0.8% | 減碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 79,671 | $2,513 萬 | 2.62% | −1,196−1.5% | 減碼 |
| Oddo BHF Asset Management SAS | 79,606 | $2,511 萬 | 0.96% | +37,426+88.7% | 加碼 |
| Vise Technologies, Inc. | 79,538 | $2,509 萬 | 0.93% | −26,939−25.3% | 減碼 |
| Burns J W & Co Inc | 79,524 | $2,508 萬 | 2.84% | +206+0.3% | 加碼 |
| Sand Hill Global Advisors, LLC | 79,447 | $2,506 萬 | 0.88% | −5,220−6.2% | 減碼 |
| JGP Wealth Management, LLC | 81,477 | $2,506 萬 | 2.78% | −333−0.4% | 減碼 |
| Ledyard National Bank | 79,422 | $2,505 萬 | 2.24% | −1,866−2.3% | 減碼 |
| Novare Capital Management LLC | 79,308 | $2,502 萬 | 1.90% | −1,054−1.3% | 減碼 |
| Baxter Bros Inc | 79,111 | $2,495 萬 | 2.88% | +2,846+3.7% | 加碼 |
| Gladstone Institutional Advisory LLC | 79,104 | $2,495 萬 | 0.96% | −4,105−4.9% | 減碼 |
| WoodTrust Financial Corp | 79,041 | $2,493 萬 | 2.97% | −1,652−2.0% | 減碼 |
| Palisade Asset Management, LLC | 78,439 | $2,474 萬 | 2.30% | −839−1.1% | 減碼 |
| BTC Capital Management, Inc. | 78,416 | $2,473 萬 | 1.71% | +3,952+5.3% | 加碼 |
| Charter Trust Co | 78,362 | $2,472 萬 | 1.48% | −1,447−1.8% | 減碼 |
| North Star Asset Management Inc | 78,286 | $2,469 萬 | 1.00% | +1,143+1.5% | 加碼 |
| Calamos Wealth Management LLC | 78,071 | $2,463 萬 | 0.89% | +2,595+3.4% | 加碼 |
| Davis-Rea Ltd. | 78,065 | $2,462 萬 | 5.98% | −7,725−9.0% | 減碼 |
| Willis Investment Counsel | 77,979 | $2,460 萬 | 1.35% | +9,059+13.1% | 加碼 |
| Whitener Capital Management, Inc. | 77,938 | $2,458 萬 | 5.89% | −397−0.5% | 減碼 |
| Applied Finance Capital Management, LLC | 77,891 | $2,457 萬 | 1.75% | −18,192−18.9% | 減碼 |
| Thoroughbred Financial Services, LLC | 77,455 | $2,443 萬 | 1.51% | +753+1.0% | 加碼 |
| Steel Peak Wealth Management LLC | 77,342 | $2,440 萬 | 0.82% | +11,682+17.8% | 加碼 |
| Logan Capital Management Inc | 77,323 | $2,439 萬 | 1.03% | −1,740−2.2% | 減碼 |
| SlateStone Wealth, LLC | 77,229 | $2,436 萬 | 2.11% | −394−0.5% | 減碼 |
| JB Capital LLC | 76,885 | $2,425 萬 | 1.05% | +2,294+3.1% | 加碼 |
| Edgar Lomax Co | 76,845 | $2,424 萬 | 1.90% | −22,345−22.5% | 減碼 |
| Generate Investment Management Ltd | 76,500 | $2,413 萬 | 1.22% | −7,487−8.9% | 減碼 |
| Meeder Advisory Services, Inc. | 76,390 | $2,410 萬 | 1.12% | +3,073+4.2% | 加碼 |
| CCM Investment Advisers LLC | 76,171 | $2,403 萬 | 2.37% | +1,228+1.6% | 加碼 |
| Ninety One SA (PTY) Ltd | 76,572 | $2,400 萬 | 1.08% | +37,021+93.6% | 加碼 |
| Catalytic Wealth RIA, LLC | 75,804 | $2,391 萬 | 0.79% | +27,913+58.3% | 加碼 |
| Sagespring Wealth Partners, LLC | 75,751 | $2,389 萬 | 0.47% | +1,852+2.5% | 加碼 |
| VestGen Advisors, LLC | 75,731 | $2,389 萬 | 0.80% | +11,856+18.6% | 加碼 |
| New Age Alpha Advisors, LLC | 75,722 | $2,388 萬 | 1.00% | −2,213−2.8% | 減碼 |
| Journey Advisory Group, LLC | 75,718 | $2,388 萬 | 1.77% | +800+1.1% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 75,686 | $2,387 萬 | 0.48% | +7,281+10.6% | 加碼 |
| Callan Family Office, LLC | 75,568 | $2,384 萬 | 0.76% | −2,105−2.7% | 減碼 |