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 4 季 13F 持有人
JPMorgan Chase & Co 在 2025/12/31 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
- 5,154
- 較 2025 年第 3 季 +488 家
- 持有股數
- 19.9 億
- 較 2025 年第 3 季 +3,578 萬 (+1.8%)
- 總市值
- $6,395 億
- 較 2025 年第 3 季 +$238.7 億 (+3.9%)
- 新進機構
- 575
- 另有 1,969 家加碼
- 清倉機構
- 87
- 另有 2,154 家減碼
另有 99 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Southern Capital Advisors, LLC | 2,207 | $71.1 萬 | 0.33% | +10.0% | 加碼 |
| Pitti Group Wealth Management, LLC | 2,208 | $71.1 萬 | 0.58% | +6+0.3% | 加碼 |
| Clean Yield Group | 2,208 | $71.1 萬 | 0.20% | +148+7.2% | 加碼 |
| Clearwave Capital, LLC | 2,208 | $71.2 萬 | 0.53% | +2,208 | 新進 |
| Waterford Advisors, LLC | 2,213 | $71.3 萬 | 0.28% | 00.0% | 不變 |
| Efficient Advisors, LLC | 2,214 | $71.3 萬 | 0.04% | 00.0% | 不變 |
| McNamara Financial Services, Inc. | 2,214 | $71.3 萬 | 0.14% | +33+1.5% | 加碼 |
| Virtu Financial LLC | 2,221 | $71.6 萬 | 0.03% | −2,083−48.4% | 減碼 |
| AXA S.A. | 2,224 | $71.7 萬 | 0.34% | −708−24.1% | 減碼 |
| USA Financial Portformulas Corp | 2,226 | $71.7 萬 | 0.13% | −1,631−42.3% | 減碼 |
| Wealthcare Capital Management LLC | 2,229 | $71.8 萬 | 0.07% | 00.0% | 不變 |
| Bauman Advisory Group, LLC | 2,237 | $72.1 萬 | 0.58% | +2,237 | 新進 |
| Beaird Harris Wealth Management, LLC | 2,238 | $72.1 萬 | 0.05% | −30−1.3% | 減碼 |
| Altshuler Shaham Ltd | 2,240 | $72.2 萬 | 0.01% | −760−25.3% | 減碼 |
| Arbor Investment Advisors, LLC | 2,242 | $72.2 萬 | 0.10% | 00.0% | 不變 |
| Stonebridge Financial Planning Group, LLC | 2,245 | $72.3 萬 | 0.26% | −78−3.4% | 減碼 |
| Waycross Partners, LLC | 2,247 | $72.4 萬 | 0.06% | 00.0% | 不變 |
| M1 Capital Management LLC | 2,248 | $72.4 萬 | 0.30% | +2+0.1% | 加碼 |
| Sensible Money, LLC | 2,248 | $72.4 萬 | 0.23% | +9+0.4% | 加碼 |
| Mainsail Asset Management, LLC | 2,250 | $72.5 萬 | 0.31% | −1,599−41.5% | 減碼 |
| Amussen Hunsaker Associates LLC | 2,252 | $72.6 萬 | 0.07% | −102−4.3% | 減碼 |
| Safe Harbor Fiduciary, LLC | 2,253 | $72.6 萬 | 0.64% | +2,253 | 新進 |
| Decker Wealth Management LLC | 2,254 | $72.6 萬 | 0.16% | +2,254 | 新進 |
| Clarion Wealth Managment Partners, LLC | 2,255 | $72.7 萬 | 0.67% | +208+10.2% | 加碼 |
| Reuter James Wealth Management, LLC | 2,256 | $72.7 萬 | 0.10% | −75−3.2% | 減碼 |
| Parkside Investments, LLC | 2,257 | $72.7 萬 | 0.09% | +9+0.4% | 加碼 |
| Worthington Financial Partners, LLC | 2,258 | $72.8 萬 | 0.64% | +2,258 | 新進 |
| CMG Global Holdings, LLC | 2,295 | $72.8 萬 | 0.32% | −2−0.1% | 減碼 |
| RHL Group, LLC | 2,262 | $72.9 萬 | 0.59% | +2,262 | 新進 |
| Retirement Planning Group, LLC | 2,270 | $73.2 萬 | 0.50% | +4+0.2% | 加碼 |
| Cowa, LLC | 2,272 | $73.2 萬 | 0.22% | −256−10.1% | 減碼 |
| NDVR, Inc. | 2,272 | $73.2 萬 | 0.61% | −30−1.3% | 減碼 |
| Moody Aldrich Partners LLC | 2,273 | $73.3 萬 | 0.14% | −10−0.4% | 減碼 |
| Bruce G. Allen Investments, LLC | 2,276 | $73.3 萬 | 0.50% | −151−6.2% | 減碼 |
| Robinson Smith Wealth Advisors LLC | 2,278 | $73.4 萬 | 0.50% | −720−24.0% | 減碼 |
| Foresight Global Investors, Inc. | 2,278 | $73.4 萬 | 0.35% | 00.0% | 不變 |
| Caerus Investment Advisors, LLC | 2,289 | $73.7 萬 | 0.25% | −323−12.4% | 減碼 |
| 4WEALTH Advisors, Inc. | 2,293 | $73.9 萬 | 0.64% | +19+0.8% | 加碼 |
| Integris Wealth Management, LLC | 2,293 | $73.9 萬 | 0.17% | −506−18.1% | 減碼 |
| S&T Bank | 2,294 | $73.9 萬 | 0.23% | +79+3.6% | 加碼 |
| Brand Asset Management Group, Inc. | 2,296 | $74.0 萬 | 0.21% | +103+4.7% | 加碼 |
| Silver Coast Investments LLC | 2,298 | $74.0 萬 | 0.26% | −63−2.7% | 減碼 |
| Kerr Financial Planning Corp | 2,396 | $74.1 萬 | 1.01% | +3+0.1% | 加碼 |
| Squire Investment Management Company, LLC | 2,300 | $74.1 萬 | 0.22% | −165−6.7% | 減碼 |
| American Investment Services, Inc. | 2,302 | $74.2 萬 | 0.17% | −535−18.9% | 減碼 |
| Catalyst Private Wealth, LLC | 2,303 | $74.2 萬 | 0.32% | +103+4.7% | 加碼 |
| Opus Capital Group, LLC | 2,305 | $74.3 萬 | 0.08% | −486−17.4% | 減碼 |
| Wisconsin Wealth Advisors, LLC | 2,306 | $74.3 萬 | 0.73% | +30+1.3% | 加碼 |
| Values Added Financial LLC | 2,309 | $74.4 萬 | 0.31% | −10.0% | 減碼 |
| Cypress Financial Planning LLC | 2,305 | $74.5 萬 | 0.21% | +856+59.1% | 加碼 |
| Somerville Kurt F | 2,313 | $74.5 萬 | 0.13% | −82−3.4% | 減碼 |
| Legacy Wealth Advisors, LLC | 2,317 | $74.7 萬 | 0.49% | +2,317 | 新進 |
| True Link Financial Advisors, LLC | 2,318 | $74.7 萬 | 0.05% | +878+61.0% | 加碼 |
| Betterment LLC | 2,322 | $74.8 萬 | 0.00% | +315+15.7% | 加碼 |
| Keating Investment Counselors Inc | 2,325 | $74.9 萬 | 0.21% | −10−0.4% | 減碼 |
| Connecticut Capital Management Group, LLC | 2,327 | $75.0 萬 | 0.72% | +2,327 | 新進 |
| Tamar Securities, LLC | 2,328 | $75.0 萬 | 0.08% | −35−1.5% | 減碼 |
| Corps Capital Advisors, LLC | 2,330 | $75.1 萬 | 0.78% | +1,529+190.9% | 加碼 |
| Intergy Private Wealth, LLC | 2,334 | $75.2 萬 | 0.23% | 00.0% | 不變 |
| Tandem Wealth Advisors LLC | 2,338 | $75.3 萬 | 0.34% | +399+20.6% | 加碼 |
| SFG Wealth Management, LLC. | 2,340 | $75.4 萬 | 0.30% | +27+1.2% | 加碼 |
| Braun-Bostich & Associates Inc. | 2,346 | $75.6 萬 | 0.47% | −281−10.7% | 減碼 |
| Capstone Wealth Management Group LLC | 2,349 | $75.7 萬 | 0.46% | −15−0.6% | 減碼 |
| Drum Hill Capital, LLC | 2,351 | $75.8 萬 | 0.79% | +127+5.7% | 加碼 |
| SNS Financial Group, LLC | 2,352 | $75.8 萬 | 0.07% | −176−7.0% | 減碼 |
| Kaizen Financial Strategies | 2,356 | $75.9 萬 | 0.34% | +5+0.2% | 加碼 |
| Forum Private Client Group LLC | 2,357 | $75.9 萬 | 0.26% | −133−5.3% | 減碼 |
| Coco Enterprises, LLC | 2,357 | $75.9 萬 | 0.39% | +29+1.2% | 加碼 |
| Core Wealth Advisors, Inc. | 2,360 | $76.0 萬 | 0.20% | −4−0.2% | 減碼 |
| REAP Financial Group, LLC | 2,366 | $76.2 萬 | 0.15% | +470+24.8% | 加碼 |
| Tucker Asset Management LLC | 2,367 | $76.3 萬 | 0.22% | −111−4.5% | 減碼 |
| SLT Holdings LLC | 2,367 | $76.3 萬 | 0.51% | +490+26.1% | 加碼 |
| Friday Financial | 2,367 | $76.3 萬 | 0.27% | +306+14.8% | 加碼 |
| Piedmont Capital Management, LLC | 2,368 | $76.3 萬 | 0.50% | +2,368 | 新進 |
| Knuff & Co LLC | 2,369 | $76.3 萬 | 0.22% | 00.0% | 不變 |
| UMA Financial Services, Inc. | 2,369 | $76.3 萬 | 0.11% | +73+3.2% | 加碼 |
| Jacobs & Co | 2,374 | $76.4 萬 | 0.07% | −50−2.1% | 減碼 |
| Godsey & Gibb Associates | 2,372 | $76.4 萬 | 0.07% | +51+2.2% | 加碼 |
| Elevation Wealth Management LLC | 2,373 | $76.5 萬 | 0.73% | +2,373 | 新進 |
| Legend Capital Advisors LLC | 2,374 | $76.5 萬 | 0.43% | +2,374 | 新進 |
| Penn Davis McFarland Inc | 2,380 | $76.7 萬 | 0.07% | −200−7.8% | 減碼 |
| Beirne Wealth Consulting Services, LLC | 2,382 | $76.8 萬 | 0.22% | −2,674−52.9% | 減碼 |
| IMZ Advisory Inc | 2,384 | $76.8 萬 | 0.28% | +41+1.7% | 加碼 |
| Banque de Luxembourg S.A. | 2,384 | $76.8 萬 | 0.36% | +1,049+78.6% | 加碼 |
| Tuttle Tactical Management | 2,391 | $77.0 萬 | 1.70% | −203−7.8% | 減碼 |
| Sageworth Trust Co | 2,402 | $77.4 萬 | 0.03% | −14,655−85.9% | 減碼 |
| Centennial Wealth Advisory LLC | 2,410 | $77.7 萬 | 0.21% | +4+0.2% | 加碼 |
| Putney Financial Group LLC | 2,412 | $77.7 萬 | 0.73% | +745+44.7% | 加碼 |
| CCG Wealth Management, LLC | 2,415 | $77.8 萬 | 0.33% | −131−5.1% | 減碼 |
| StoryOne LLC | 0 | $77.8 萬 | 0.47% | 0 | 新進 |
| Basepoint Wealth LLC | 2,415 | $77.8 萬 | 0.47% | −11−0.5% | 減碼 |
| Atlas Private Wealth Advisors | 2,418 | $77.9 萬 | 0.18% | −12−0.5% | 減碼 |
| Jacobs Equity LLC | 2,419 | $77.9 萬 | 0.75% | +2,419 | 新進 |
| Wallace Capital Management Inc. | 2,420 | $78.0 萬 | 0.09% | +110+4.8% | 加碼 |
| Sequent Asset Management, LLC | 2,419 | $78.0 萬 | 0.35% | +10.0% | 加碼 |
| Plum Street Advisors, LLC | 2,422 | $78.0 萬 | 0.28% | −16−0.7% | 減碼 |
| Rockbridge Capital Management LLC | 2,424 | $78.1 萬 | 0.47% | 00.0% | 不變 |
| Panoramic Capital Partners, LLC | 2,424 | $78.1 萬 | 0.48% | +24+1.0% | 加碼 |
| Coordinated Financial Services, Inc. | 2,435 | $78.5 萬 | 0.45% | −76−3.0% | 減碼 |
| Clay Northam Wealth Management, LLC | 2,437 | $78.5 萬 | 0.44% | 00.0% | 不變 |