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 |
|---|---|---|---|---|---|
| Wedge Capital Management L L P | 2,684 | $86.5 萬 | 0.02% | +49+1.9% | 加碼 |
| Waller Financial Planning Group, Inc | 2,684 | $86.5 萬 | 0.19% | +10.0% | 加碼 |
| Cogent Private Wealth, Inc. | 2,687 | $86.6 萬 | 0.66% | +2,687 | 新進 |
| Financial Enhancement Group LLC | 2,870 | $86.7 萬 | 0.11% | +22+0.8% | 加碼 |
| Wall Street Financial Group, Inc. | 2,695 | $86.8 萬 | 0.63% | +231+9.4% | 加碼 |
| Capital Management Associates, Inc | 2,695 | $86.9 萬 | 0.19% | −1,426−34.6% | 減碼 |
| Impact Partnership Wealth, LLC | 2,698 | $86.9 萬 | 0.11% | −3,952−59.4% | 減碼 |
| Lexington Hill Partners, LLC | 2,698 | $86.9 萬 | 0.65% | +2,698 | 新進 |
| Riverview Capital Advisers, LLC | 2,699 | $87.0 萬 | 0.26% | +5+0.2% | 加碼 |
| Objective Capital Management, LLC | 2,702 | $87.1 萬 | 0.89% | −119−4.2% | 減碼 |
| Breakthru Advisory Services, LLC | 2,704 | $87.1 萬 | 0.56% | +66+2.5% | 加碼 |
| Horizon Bancorp Inc | 2,709 | $87.3 萬 | 0.42% | −634−19.0% | 減碼 |
| Copley Financial Group, Inc. | 2,712 | $87.4 萬 | 0.54% | −97−3.5% | 減碼 |
| DB&C Advisors, LLC | 2,717 | $87.5 萬 | 1.10% | +2,717 | 新進 |
| Ssi Investment Management LLC | 2,717 | $87.5 萬 | 0.06% | 00.0% | 不變 |
| Flatrock Wealth Partners LLC | 2,719 | $87.6 萬 | 0.42% | +2,719 | 新進 |
| Essex Investment Management Co LLC | 2,721 | $87.7 萬 | 0.13% | −202−6.9% | 減碼 |
| Investors Research Corp | 2,722 | $87.7 萬 | 0.16% | 00.0% | 不變 |
| Acumen Wealth Advisors, LLC | 2,647 | $87.7 萬 | 0.25% | +2,647 | 新進 |
| Thryve Wealth Management LLC | 2,727 | $87.9 萬 | 0.43% | +2,727 | 新進 |
| Verus Financial Partners, Inc. | 2,919 | $87.9 萬 | 0.08% | +103+3.7% | 加碼 |
| Planned Solutions, Inc. | 2,733 | $88.1 萬 | 0.28% | +390+16.6% | 加碼 |
| Lynx Investment Advisory | 2,736 | $88.2 萬 | 0.48% | +28+1.0% | 加碼 |
| J.M. Arbour, LLC | 2,739 | $88.3 萬 | 0.88% | +2,739 | 新進 |
| Williamson Legacy Group, LLC | 2,739 | $88.3 萬 | 0.69% | +36+1.3% | 加碼 |
| Clark Wealth Partners | 2,741 | $88.3 萬 | 0.54% | 00.0% | 不變 |
| Keating Financial Advisory Services, Inc. | 2,744 | $88.4 萬 | 0.12% | +2,744 | 新進 |
| Good Harbor Advisors, Inc. | 2,750 | $88.6 萬 | 1.03% | +2,750 | 新進 |
| Code Waechter LLC | 2,752 | $88.7 萬 | 0.57% | −10−0.4% | 減碼 |
| Wellington Grp LLC | 2,753 | $88.7 萬 | 0.30% | +2,753 | 新進 |
| Burkett Financial Services, LLC | 2,753 | $88.7 萬 | 0.30% | −95−3.3% | 減碼 |
| Allium Financial Advisors, LLC | 2,758 | $88.9 萬 | 0.70% | −266−8.8% | 減碼 |
| Avenue 1 Advisors, LLC | 2,759 | $88.9 萬 | 0.27% | 00.0% | 不變 |
| Inspire Advisors, LLC | 2,759 | $88.9 萬 | 0.08% | +28+1.0% | 加碼 |
| Harrington Investments, INC | 2,764 | $89.1 萬 | 0.45% | −50−1.8% | 減碼 |
| Asset Planning,Inc | 2,768 | $89.2 萬 | 0.63% | +236+9.3% | 加碼 |
| Goepper Burkhardt LLC | 2,770 | $89.3 萬 | 0.29% | +122+4.6% | 加碼 |
| Future Financial Wealth Managment LLC | 2,956 | $89.5 萬 | 0.60% | −30−1.0% | 減碼 |
| Stevens Capital Management LP | 2,780 | $89.6 萬 | 0.32% | −2,432−46.7% | 減碼 |
| PCB Capital LLC | 2,784 | $89.7 萬 | 1.44% | +2,784 | 新進 |
| Centerline Wealth Advisors, LLC | 2,784 | $89.7 萬 | 0.32% | +10.0% | 加碼 |
| Broyhill Asset Management | 2,794 | $90.0 萬 | 0.79% | 00.0% | 不變 |
| Dakota Community Bank & Trust NA | 2,798 | $90.2 萬 | 3.09% | +46+1.7% | 加碼 |
| KW Wealth Management LLC | 2,809 | $90.5 萬 | 1.37% | +264+10.4% | 加碼 |
| Harvest Fund Management Co., Ltd | 2,812 | $90.6 萬 | 0.03% | +3+0.1% | 加碼 |
| Insight Wealth Partners, LLC | 2,814 | $90.7 萬 | 0.38% | +134+5.0% | 加碼 |
| Quest Partners LLC | 2,814 | $90.7 萬 | 0.05% | −6,355−69.3% | 減碼 |
| Bensler, LLC | 2,828 | $91.1 萬 | 0.09% | +20+0.7% | 加碼 |
| Level Financial Advisors, Inc. | 2,829 | $91.2 萬 | 0.24% | −16−0.6% | 減碼 |
| Milestones Private Investment Advisors LLC | 2,831 | $91.2 萬 | 0.63% | 00.0% | 不變 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 2,842 | $91.6 萬 | 0.12% | +100+3.6% | 加碼 |
| Meridian Wealth Partners, LLC | 2,843 | $91.6 萬 | 0.13% | −126−4.2% | 減碼 |
| Cherry Tree Wealth Management, LLC | 2,848 | $91.8 萬 | 0.19% | −70−2.4% | 減碼 |
| Balentine LLC | 2,852 | $91.9 萬 | 0.03% | +64+2.3% | 加碼 |
| Arlington Trust Co LLC | 2,854 | $92.0 萬 | 0.09% | −10,528−78.7% | 減碼 |
| Bayban | 2,858 | $92.1 萬 | 0.81% | +2,858 | 新進 |
| TCM Advisors, LLC | – | $92.1 萬 | 0.78% | – | – |
| My Personal CFO, LLC | 2,860 | $92.2 萬 | 0.38% | +1,082+60.9% | 加碼 |
| Meridian Financial, LLC | 2,865 | $92.3 萬 | 0.50% | −230−7.4% | 減碼 |
| CLG LLC | 2,873 | $92.6 萬 | 0.23% | −32−1.1% | 減碼 |
| Cascade Investment Advisors, Inc. | 2,884 | $92.9 萬 | 0.55% | 00.0% | 不變 |
| Investment Planning Advisors, Inc. | 2,887 | $93.0 萬 | 0.27% | +325+12.7% | 加碼 |
| Symmetry Partners, LLC | 2,887 | $93.0 萬 | 0.06% | −78−2.6% | 減碼 |
| AMJ Financial Wealth Management | 2,888 | $93.1 萬 | 0.22% | −31−1.1% | 減碼 |
| Roble, Belko & Company, Inc | 2,889 | $93.1 萬 | 0.12% | +470+19.4% | 加碼 |
| West Wealth Group, LLC | 2,891 | $93.2 萬 | 0.19% | +9+0.3% | 加碼 |
| Mindset Wealth Management, LLC | 2,892 | $93.2 萬 | 0.24% | −98−3.3% | 減碼 |
| Pension & Wealth Management Advisors, Inc. | 2,903 | $93.6 萬 | 0.28% | −108−3.6% | 減碼 |
| Steinberganna Wealth Management | 2,904 | $93.6 萬 | 0.44% | +43+1.5% | 加碼 |
| Hourglass Capital, LLC | 2,906 | $93.6 萬 | 0.20% | −600−17.1% | 減碼 |
| Ruggaard & Associates LLC | 2,908 | $93.7 萬 | 0.37% | −10−0.3% | 減碼 |
| Wealthgarden F.S. LLC | 3,120 | $93.9 萬 | 0.62% | −26−0.8% | 減碼 |
| Reston Wealth Management LLC | 2,920 | $94.1 萬 | 0.29% | +485+19.9% | 加碼 |
| Clearview Wealth Advisors LLC | 2,921 | $94.1 萬 | 0.60% | −115−3.8% | 減碼 |
| Holos Integrated Wealth LLC | 2,894 | $94.2 萬 | 0.53% | +93+3.3% | 加碼 |
| Paladin Advisory Group, LLC | 2,925 | $94.2 萬 | 0.69% | +141+5.1% | 加碼 |
| Capital Investment Management, Inc. | 2,926 | $94.3 萬 | 0.33% | +2,926 | 新進 |
| Financial Freedom, LLC | 2,928 | $94.3 萬 | 0.47% | +4+0.1% | 加碼 |
| Harvest Investment Services, LLC | 2,931 | $94.4 萬 | 0.18% | −580−16.5% | 減碼 |
| Hyposwiss Advisors SA | 2,934 | $94.5 萬 | 0.93% | +2,934 | 新進 |
| Magnolia Private Wealth, LLC | 2,936 | $94.6 萬 | 0.66% | −186−6.0% | 減碼 |
| Kuhn & Co Investment Counsel | 2,940 | $94.7 萬 | 0.63% | +1,303+79.6% | 加碼 |
| CapWealth Advisors, LLC | 2,942 | $94.8 萬 | 0.06% | +22+0.8% | 加碼 |
| Miramontes Capital, LLC | 2,947 | $95.0 萬 | 0.32% | +2,947 | 新進 |
| Pine Harbor Wealth Management, LLC | 2,949 | $95.0 萬 | 0.29% | +85+3.0% | 加碼 |
| Global Assets Advisory, LLC | 2,950 | $95.1 萬 | 0.27% | −56−1.9% | 減碼 |
| Strid Group, LLC | 2,951 | $95.1 萬 | 0.12% | +62+2.1% | 加碼 |
| Lord & Richards Wealth Management, LLC | 2,952 | $95.1 萬 | 0.82% | −2,724−48.0% | 減碼 |
| Paragon Capital Management Ltd | 2,954 | $95.2 萬 | 0.19% | −88−2.9% | 減碼 |
| Pennington Partners & Co., LLC | 2,957 | $95.3 萬 | 0.38% | −129−4.2% | 減碼 |
| Summit Wealth Group, LLC | 2,958 | $95.3 萬 | 0.22% | +207+7.5% | 加碼 |
| Carmel Capital Partners, LLC | 2,965 | $95.5 萬 | 0.34% | +1,206+68.6% | 加碼 |
| Bond & Devick Financial Network, Inc. | 2,966 | $95.6 萬 | 0.27% | +17+0.6% | 加碼 |
| FSA Advisors, Inc. | 51,333 | $95.6 萬 | 0.66% | +47,707+1,315.7% | 加碼 |
| WMG Financial Advisors, LLC | 2,976 | $95.9 萬 | 0.40% | +9+0.3% | 加碼 |
| Vertex Planning Partners, LLC | 2,977 | $95.9 萬 | 0.22% | +506+20.5% | 加碼 |
| Allen Wealth Management, LLC | 2,980 | $96.0 萬 | 0.58% | +104+3.6% | 加碼 |
| Beacon Capital Management, LLC | 2,984 | $96.1 萬 | 0.15% | −114−3.7% | 減碼 |
| Profit Investment Management, LLC | 2,984 | $96.2 萬 | 3.89% | 00.0% | 不變 |
| Ring Mountain Capital, LLC | 3,078 | $96.2 萬 | 0.49% | +9+0.3% | 加碼 |