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 |
|---|---|---|---|---|---|
| Cambridge Financial Group, LLC | 2,812 | $78.5 萬 | 0.27% | +1,188+73.2% | 加碼 |
| Troutman Wealth Management, LLC | 2,438 | $78.6 萬 | 0.65% | +2,438 | 新進 |
| Patrick Mauro Investment Advisor, INC. | 2,439 | $78.6 萬 | 0.41% | +134+5.8% | 加碼 |
| Corundum Trust Company, INC | 2,442 | $78.7 萬 | 1.79% | −45−1.8% | 減碼 |
| Prospera Capital Management, LLC | 2,442 | $78.7 萬 | 0.40% | +10+0.4% | 加碼 |
| Walker Asset Management, LLC | 2,448 | $78.9 萬 | 0.42% | −24−1.0% | 減碼 |
| Twin Peaks Wealth Advisors, LLC | 2,450 | $78.9 萬 | 0.23% | +246+11.2% | 加碼 |
| Sierra Capital LLC | 2,451 | $79.0 萬 | 0.08% | −500−16.9% | 減碼 |
| Eagle Wealth Advisors LLC | 2,455 | $79.1 萬 | 0.67% | +2,455 | 新進 |
| Ehrenkranz Partners L.P. | 2,457 | $79.2 萬 | 0.90% | +1,357+123.4% | 加碼 |
| Guidance Capital, Inc | 2,609 | $79.2 萬 | 0.19% | +421+19.2% | 加碼 |
| AXS Investments LLC | 2,475 | $79.7 萬 | 0.27% | −226−8.4% | 減碼 |
| TCP Asset Management, LLC | 2,483 | $80.0 萬 | 0.13% | −4−0.2% | 減碼 |
| Castleview Partners, LLC | 2,484 | $80.0 萬 | 0.40% | +565+29.4% | 加碼 |
| WealthPoint Financial, LLC | 2,484 | $80.0 萬 | 0.70% | +2,484 | 新進 |
| Bernardo Wealth Planning LLC | 2,487 | $80.1 萬 | 0.15% | +45+1.8% | 加碼 |
| Western Financial Corp | 2,489 | $80.2 萬 | 0.32% | −93−3.6% | 減碼 |
| Riverstone Advisors, LLC | 2,490 | $80.2 萬 | 0.38% | +437+21.3% | 加碼 |
| Arnhold LLC | 2,492 | $80.3 萬 | 0.06% | 00.0% | 不變 |
| Tarbox Family Office, Inc. | 2,495 | $80.4 萬 | 0.13% | −119−4.6% | 減碼 |
| Financial Insights, Inc. | 2,499 | $80.5 萬 | 0.27% | −609−19.6% | 減碼 |
| Madden Securities Corp | 2,499 | $80.5 萬 | 0.25% | +46+1.9% | 加碼 |
| Reliant Investment Partners, LLC | 2,500 | $80.6 萬 | 0.63% | −4−0.2% | 減碼 |
| Bramshill Investments, LLC | 2,500 | $80.6 萬 | 0.05% | +1,000+66.7% | 加碼 |
| Reyes Financial Architecture, Inc. | 2,502 | $80.6 萬 | 0.49% | −422−14.4% | 減碼 |
| Kellett Schaffner Wealth Advisors LLC | 2,503 | $80.7 萬 | 0.46% | +279+12.5% | 加碼 |
| Catalina Capital Group, LLC | 2,505 | $80.7 萬 | 0.49% | +12+0.5% | 加碼 |
| Flynn Zito Capital Management, LLC | 2,513 | $81.0 萬 | 0.29% | −56−2.2% | 減碼 |
| Collaborative Wealth Managment Inc. | 2,515 | $81.0 萬 | 0.29% | +2,515 | 新進 |
| Sachetta, LLC | 2,518 | $81.1 萬 | 0.44% | −1,780−41.4% | 減碼 |
| Nicholson Wealth Management Group, LLC | 2,522 | $81.3 萬 | 0.48% | 00.0% | 不變 |
| Cahaba Wealth Management, Inc. | 2,525 | $81.4 萬 | 0.06% | −20−0.8% | 減碼 |
| Dupree Financial Group, LLC | 2,529 | $81.5 萬 | 0.30% | −147−5.5% | 減碼 |
| America First Investment Advisors, LLC | 2,529 | $81.5 萬 | 0.15% | 00.0% | 不變 |
| Sloy Dahl & Holst, LLC | 2,529 | $81.5 萬 | 0.10% | 00.0% | 不變 |
| Payne Capital Management, LLC | 2,531 | $81.5 萬 | 0.26% | −422−14.3% | 減碼 |
| Cura Wealth Advisors, LLC | 2,531 | $81.6 萬 | 0.31% | +661+35.3% | 加碼 |
| Ariston Services Group | 2,536 | $81.7 萬 | 0.48% | 00.0% | 不變 |
| Investment Insight Wealth Management, LLC | 2,538 | $81.8 萬 | 0.80% | +2,538 | 新進 |
| Wagner Wealth Management, Corp | 2,539 | $81.8 萬 | 0.81% | +2,539 | 新進 |
| Lynch Investment Planning, LLC | 2,541 | $81.9 萬 | 0.78% | +2,541 | 新進 |
| Wise Wealth Partners | 2,541 | $81.9 萬 | 1.18% | +126+5.2% | 加碼 |
| Keener Financial Planning LLC | 2,544 | $81.9 萬 | 0.35% | +962+60.8% | 加碼 |
| Tactive Advisors, LLC | 2,542 | $81.9 萬 | 0.24% | −80−3.1% | 減碼 |
| Thrive Capital Management, LLC | 2,549 | $82.1 萬 | 0.18% | +38+1.5% | 加碼 |
| All Terrain Financial Advisors, LLC | 2,554 | $82.3 萬 | 0.25% | −2,476−49.2% | 減碼 |
| Bennett Associates Wealth Management | 2,556 | $82.4 萬 | 0.57% | +713+38.7% | 加碼 |
| Nolet Wealth Management, LLC | 2,558 | $82.4 萬 | 0.46% | +2,558 | 新進 |
| Vision Retirement, LLC | 2,559 | $82.5 萬 | 0.22% | +2,559 | 新進 |
| 1015 Capital Partners, LLC | 2,559 | $82.5 萬 | 0.81% | +2,559 | 新進 |
| Presidio Capital Management, LLC | 2,562 | $82.6 萬 | 0.25% | +79+3.2% | 加碼 |
| ESL Trust Services, LLC | 2,563 | $82.6 萬 | 0.16% | −28−1.1% | 減碼 |
| Murphy Pohlad Asset Management LLC | 2,565 | $82.6 萬 | 0.32% | −235−8.4% | 減碼 |
| Birch Financial Group, LLC | 2,566 | $82.7 萬 | 0.47% | +6+0.2% | 加碼 |
| Catalyst Investment Management LLC | 2,569 | $82.8 萬 | 0.78% | +2,569 | 新進 |
| Richmond Investment Services, LLC | 2,571 | $82.8 萬 | 0.14% | −103−3.9% | 減碼 |
| Carter Financial Group, INC. | 2,571 | $82.8 萬 | 0.49% | −190−6.9% | 減碼 |
| Strategic Advocates LLC | 2,565 | $83.0 萬 | 0.21% | −217−7.8% | 減碼 |
| Plan A Wealth LLC | 2,577 | $83.0 萬 | 0.41% | −734−22.2% | 減碼 |
| Compass Capital Corp | 2,613 | $83.2 萬 | 0.32% | +16+0.6% | 加碼 |
| MKT Advisors LLC | 2,490 | $83.2 萬 | 0.28% | −398−13.8% | 減碼 |
| Gentry Private Wealth, LLC | 2,582 | $83.2 萬 | 0.52% | +56+2.2% | 加碼 |
| SMART Wealth LLC | 2,583 | $83.2 萬 | 0.25% | −196−7.1% | 減碼 |
| Lansing Street Advisors | 2,583 | $83.2 萬 | 0.21% | +7+0.3% | 加碼 |
| DDD Partners, LLC | 2,586 | $83.3 萬 | 0.05% | +87+3.5% | 加碼 |
| Prospect Financial Group LLC | 2,587 | $83.4 萬 | 0.78% | +2+0.1% | 加碼 |
| Thoma Capital Management LLC | 2,588 | $83.4 萬 | 0.48% | −220−7.8% | 減碼 |
| Genesis Private Wealth, LLC | 2,591 | $83.5 萬 | 0.26% | +436+20.2% | 加碼 |
| Greenline Wealth Management LLC | 2,594 | $83.6 萬 | 0.87% | +2,594 | 新進 |
| Ogorek Anthony Joseph | 2,597 | $83.6 萬 | 0.23% | −128−4.7% | 減碼 |
| Boreal Capital Management LLC | 2,602 | $83.8 萬 | 0.63% | +58+2.3% | 加碼 |
| Swisher Financial Concepts, Inc. | 2,604 | $83.9 萬 | 0.48% | −30−1.1% | 減碼 |
| Ninepoint Partners LP | 2,613 | $84.2 萬 | 0.10% | −513−16.4% | 減碼 |
| New Insight Wealth Advisors | 2,615 | $84.3 萬 | 0.30% | −22−0.8% | 減碼 |
| Wealthstar Advisors, LLC | 2,617 | $84.3 萬 | 0.46% | +7+0.3% | 加碼 |
| Richwood Investment Advisors, LLC | 2,616 | $84.3 萬 | 0.61% | +230+9.6% | 加碼 |
| Global Strategic Investment Solutions, LLC | 2,627 | $84.6 萬 | 0.08% | +10.0% | 加碼 |
| Arkansas Financial Group, Inc. | 2,627 | $84.7 萬 | 0.12% | −150−5.4% | 減碼 |
| Palatine Hill Wealth Management, LLC | 2,628 | $84.7 萬 | 0.68% | +2,628 | 新進 |
| Elite Life Management LLC | 2,634 | $84.9 萬 | 1.38% | +947+56.1% | 加碼 |
| Accelerate Investment Advisors LLC | 2,639 | $85.0 萬 | 0.57% | −28−1.0% | 減碼 |
| Prudent Investors Network | 2,642 | $85.1 萬 | 0.20% | +69+2.7% | 加碼 |
| Financial Security Advisor, Inc. | 2,644 | $85.2 萬 | 0.16% | −46−1.7% | 減碼 |
| Heritage Financial Services, LLC | 2,646 | $85.3 萬 | 0.07% | −185−6.5% | 減碼 |
| Coign Capital Advisors LLC | 2,653 | $85.5 萬 | 0.45% | +53+2.0% | 加碼 |
| Cherrydale Wealth Management, LLC | 2,653 | $85.5 萬 | 0.26% | 00.0% | 不變 |
| VSM Wealth Advisory, LLC | 2,655 | $85.6 萬 | 0.26% | −9−0.3% | 減碼 |
| LongView Asset Management LLC | 2,656 | $85.6 萬 | 0.60% | −33−1.2% | 減碼 |
| Entrust Financial LLC | 2,658 | $85.6 萬 | 0.64% | +2,658 | 新進 |
| Torren Management, LLC | 2,661 | $85.8 萬 | 0.44% | +2,661 | 新進 |
| Odyssey Capital Advisors, Inc. | 2,665 | $85.9 萬 | 0.76% | +2,665 | 新進 |
| Horst & Graben Wealth Management LLC | 2,674 | $86.0 萬 | 0.13% | −85−3.1% | 減碼 |
| Melfa Wealth Management, LLC | 2,671 | $86.1 萬 | 0.50% | +30+1.1% | 加碼 |
| Fortress Financial Group, LLC | 2,673 | $86.1 萬 | 0.64% | +13+0.5% | 加碼 |
| XY Planning Network, Inc. | 2,674 | $86.1 萬 | 0.15% | +410+18.1% | 加碼 |
| Claret Asset Management Corp | 2,676 | $86.2 萬 | 0.10% | −54−2.0% | 減碼 |
| HC Advisors, LLC | 2,677 | $86.3 萬 | 0.60% | +10+0.4% | 加碼 |
| ICW Investment Advisors LLC | 2,677 | $86.3 萬 | 0.31% | +10.0% | 加碼 |
| Detalus Advisors, LLC | 2,682 | $86.4 萬 | 0.21% | +6+0.2% | 加碼 |
| Hollow Brook Wealth Management LLC | 2,683 | $86.5 萬 | 0.22% | −1,320−33.0% | 減碼 |