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 |
|---|---|---|---|---|---|
| Motive Wealth Advisors | 3,327 | $107.2 萬 | 0.46% | −80−2.3% | 減碼 |
| Pathway Financial Advisors LLC | 3,210 | $107.4 萬 | 0.13% | −109−3.3% | 減碼 |
| Burkett Asset Management Ltd | 3,335 | $107.5 萬 | 1.09% | +3,335 | 新進 |
| Rede Wealth, LLC | 3,338 | $107.6 萬 | 0.37% | −279−7.7% | 減碼 |
| Collective Family Office LLC | 3,339 | $107.6 萬 | 0.25% | +32+1.0% | 加碼 |
| Founders Grove Wealth Partners, LLC | 3,339 | $107.6 萬 | 0.24% | +343+11.4% | 加碼 |
| TCFG Wealth Management, LLC | 3,339 | $107.6 萬 | 0.42% | +43+1.3% | 加碼 |
| Mullooly Asset Management, Inc. | 3,345 | $107.8 萬 | 0.39% | +12+0.4% | 加碼 |
| Twin Focus Capital Partners, LLC | 3,347 | $107.8 萬 | 0.12% | −957−22.2% | 減碼 |
| Forefront Analytics, LLC | 3,353 | $108.0 萬 | 0.95% | +16+0.5% | 加碼 |
| Isthmus Partners, LLC | 3,353 | $108.0 萬 | 0.12% | 00.0% | 不變 |
| Ackerman Capital Advisors, LLC | 3,354 | $108.1 萬 | 0.22% | −23−0.7% | 減碼 |
| Glass Wealth Management Co LLC | 3,354 | $108.1 萬 | 0.44% | 00.0% | 不變 |
| Bank & Trust Co | 3,357 | $108.2 萬 | 0.76% | 00.0% | 不變 |
| LifePlan Investment Advisors, Inc. | 3,359 | $108.2 萬 | 0.44% | +80+2.4% | 加碼 |
| Signet Private Wealth LLC | 3,362 | $108.3 萬 | 1.04% | +3,362 | 新進 |
| Opal Wealth Advisors, LLC | 3,363 | $108.4 萬 | 0.28% | −372−10.0% | 減碼 |
| CBIZ Investment Advisory Services, LLC | 3,366 | $108.5 萬 | 0.04% | −444−11.7% | 減碼 |
| Hobart Private Capital, LLC | 3,375 | $108.7 萬 | 0.21% | +1,758+108.7% | 加碼 |
| Cooper/Haims Advisors, LLC | 3,376 | $108.8 萬 | 0.49% | +80+2.4% | 加碼 |
| American Capital Advisory, LLC | 3,379 | $108.9 萬 | 0.47% | +17+0.5% | 加碼 |
| Capital Advisory Group Advisory Services, LLC | 3,379 | $108.9 萬 | 0.32% | −2,682−44.3% | 減碼 |
| Truepoint, Inc. | 3,386 | $109.1 萬 | 0.02% | −208−5.8% | 減碼 |
| Acorn Creek Capital LLC | 3,386 | $109.1 萬 | 0.39% | +26+0.8% | 加碼 |
| NFP Retirement, Inc. | 3,388 | $109.2 萬 | 0.07% | +20+0.6% | 加碼 |
| National Wealth Management Group, LLC | 3,390 | $109.2 萬 | 0.38% | −10−0.3% | 減碼 |
| TruNorth Capital Management, LLC | 3,392 | $109.3 萬 | 0.21% | +247+7.9% | 加碼 |
| Buttonwood Financial Advisors Inc. | 3,398 | $109.5 萬 | 0.37% | −10−0.3% | 減碼 |
| Lawood & Co | 3,398 | $109.5 萬 | 1.04% | +3,398 | 新進 |
| Beckerman Institutional, LLC | 3,400 | $109.6 萬 | 0.62% | 00.0% | 不變 |
| Charter Capital Management, LLC | 3,402 | $109.6 萬 | 0.57% | +10.0% | 加碼 |
| Walser Wealth Management Company, A Ltd Liability Co | 3,404 | $109.7 萬 | 0.58% | +3,404 | 新進 |
| Eubel Brady & Suttman Asset Management Inc | 3,406 | $109.7 萬 | 0.12% | −419−11.0% | 減碼 |
| Ariadne Wealth Management, LP | 3,626 | $109.7 萬 | 0.45% | +296+8.9% | 加碼 |
| Oxford Wealth Group, LLC | 3,407 | $109.8 萬 | 0.53% | +3,407 | 新進 |
| Quantum Private Wealth, LLC | 3,411 | $109.9 萬 | 0.32% | 00.0% | 不變 |
| BlueSky Wealth Advisors, LLC | 3,416 | $110.1 萬 | 0.15% | 00.0% | 不變 |
| J.E. Simmons & Co., P.C. | 3,418 | $110.1 萬 | 0.71% | +3,418 | 新進 |
| Rooted Wealth Advisors, Inc. | 3,481 | $110.4 萬 | 0.31% | −8−0.2% | 減碼 |
| Bellevue Asset Management, LLC | 3,436 | $110.7 萬 | 0.54% | +10+0.3% | 加碼 |
| Sun Group Wealth Partners | 3,439 | $110.8 萬 | 0.89% | +3,439 | 新進 |
| apricus wealth, LLC | 3,443 | $110.9 萬 | 0.57% | +130+3.9% | 加碼 |
| Old North State Wealth Management, LLC | 3,435 | $111.0 萬 | 0.52% | −117−3.3% | 減碼 |
| Firestone Capital Management | 3,461 | $111.5 萬 | 0.24% | −32−0.9% | 減碼 |
| Themes Management Co LLC | 3,462 | $111.6 萬 | 0.89% | +3,462 | 新進 |
| Kahn Brothers Group Inc | 3,468 | $111.7 萬 | 0.20% | +800+30.0% | 加碼 |
| First Community Trust NA | 3,473 | $111.9 萬 | 0.84% | +343+11.0% | 加碼 |
| Murphy & Mullick Capital Management Corp | 3,477 | $112.0 萬 | 0.81% | +512+17.3% | 加碼 |
| Millennium Capital Advisors, LLC | 3,481 | $112.2 萬 | 0.66% | +18+0.5% | 加碼 |
| Ameriflex Group, Inc. | 3,481 | $112.2 萬 | 0.58% | −2,825−44.8% | 減碼 |
| Persium Advisors, LLC | 3,492 | $112.5 萬 | 0.82% | +89+2.6% | 加碼 |
| WJ Interests, LLC | 3,498 | $112.7 萬 | 0.48% | 00.0% | 不變 |
| Wealth Advisors of Iowa, LLC | 3,499 | $112.7 萬 | 0.37% | +323+10.2% | 加碼 |
| Postrock Partners LLC | 3,502 | $112.8 萬 | 0.49% | 00.0% | 不變 |
| Griffith & Werner, Inc. | 3,508 | $113.1 萬 | 0.58% | 00.0% | 不變 |
| Maltin Wealth Management, Inc. | 3,510 | $113.1 萬 | 0.45% | +8+0.2% | 加碼 |
| Endeavor Private Wealth, Inc. | 3,514 | $113.2 萬 | 0.32% | +233+7.1% | 加碼 |
| Carlson Financial, Inc. | 3,520 | $113.4 萬 | 0.66% | +3,520 | 新進 |
| Bright Futures Wealth Management, LLC. | 3,524 | $113.5 萬 | 0.84% | +38+1.1% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 3,529 | $113.7 萬 | 0.00% | 00.0% | 不變 |
| Tobias Financial Advisors, Inc. | 3,534 | $113.9 萬 | 0.16% | +1,137+47.4% | 加碼 |
| IVC Wealth Advisors LLC | 3,534 | $113.9 萬 | 0.50% | +92+2.7% | 加碼 |
| Northbridge Financial Group, LLC | 3,535 | $113.9 萬 | 0.51% | +3,535 | 新進 |
| KFG Wealth Management, LLC | 3,540 | $114.1 萬 | 0.15% | +72+2.1% | 加碼 |
| Flagstone Financial Management | 3,542 | $114.1 萬 | 0.29% | −239−6.3% | 減碼 |
| Washington Capital Management Inc | 3,545 | $114.2 萬 | 0.93% | −5,500−60.8% | 減碼 |
| Firethorn Wealth Partners, LLC | 3,545 | $114.2 萬 | 0.43% | +115+3.4% | 加碼 |
| Deseret Mutual Benefit Administrators | 3,549 | $114.4 萬 | 0.49% | −164−4.4% | 減碼 |
| Alpha Zero LLC | 3,554 | $114.5 萬 | 0.63% | +39+1.1% | 加碼 |
| Byrne Financial Freedom, LLC | 3,555 | $114.5 萬 | 0.53% | +220+6.6% | 加碼 |
| Whalen Wealth Management Inc. | 3,559 | $114.7 萬 | 0.62% | +3,559 | 新進 |
| Flaharty Asset Management, LLC | 3,561 | $114.7 萬 | 0.14% | +255+7.7% | 加碼 |
| Tilson Financial Group, Inc. | 3,564 | $114.9 萬 | 0.35% | +189+5.6% | 加碼 |
| Joule Financial, LLC | 3,566 | $114.9 萬 | 0.34% | +169+5.0% | 加碼 |
| KFA Private Wealth Group, LLC | 3,569 | $115.0 萬 | 0.28% | +125+3.6% | 加碼 |
| Trust Co of Oklahoma | 3,569 | $115.0 萬 | 0.34% | +181+5.3% | 加碼 |
| J. Derek Lewis & Associates Inc. | 3,572 | $115.1 萬 | 0.27% | +3,572 | 新進 |
| Puff Wealth Management, LLC | 3,537 | $115.1 萬 | 1.49% | +29+0.8% | 加碼 |
| Gouws Capital LLC | 3,573 | $115.1 萬 | 0.61% | 00.0% | 不變 |
| Eagle Bay Advisors LLC | 3,576 | $115.2 萬 | 0.84% | −41−1.1% | 減碼 |
| Myriad Asset Management US LP | 3,577 | $115.3 萬 | 1.93% | −9,195−72.0% | 減碼 |
| 1776 Wealth LLC | 3,580 | $115.4 萬 | 0.43% | +2+0.1% | 加碼 |
| Mascoma Wealth Management LLC | 3,581 | $115.4 萬 | 0.25% | +18+0.5% | 加碼 |
| Cardinal Strategic Wealth Guidance | 3,591 | $115.7 萬 | 0.30% | −524−12.7% | 減碼 |
| South Shore Capital Advisors | 3,595 | $115.8 萬 | 0.85% | +3,595 | 新進 |
| Coastwise Capital Group, LLC | 3,597 | $115.9 萬 | 0.58% | +8+0.2% | 加碼 |
| Holland Advisory Services, Inc. | 3,599 | $116.0 萬 | 1.56% | −124−3.3% | 減碼 |
| Capital Squared Financial LLC | 3,607 | $116.2 萬 | 0.91% | +102+2.9% | 加碼 |
| William Mack & Associates, Inc. | 3,612 | $116.4 萬 | 0.55% | −32−0.9% | 減碼 |
| Stonekeep Investments, LLC | 3,612 | $116.4 萬 | 0.74% | +11+0.3% | 加碼 |
| Port Capital LLC | 3,627 | $116.9 萬 | 0.05% | 00.0% | 不變 |
| Wealthcare Capital Partners, LLC | 3,627 | $116.9 萬 | 0.55% | −66−1.8% | 減碼 |
| Semus Wealth Partners LLC | 3,629 | $116.9 萬 | 0.63% | +15+0.4% | 加碼 |
| WealthSpring Partners, LLC | 3,630 | $117.0 萬 | 1.20% | +3,630 | 新進 |
| Invenio Wealth Partners LLC | 3,630 | $117.0 萬 | 0.43% | −55−1.5% | 減碼 |
| Meramec Financial Planners, LLC | 3,631 | $117.1 萬 | 0.46% | +3,631 | 新進 |
| Mayfair Advisory Group, LLC | 3,599 | $117.1 萬 | 0.45% | −156−4.2% | 減碼 |
| BNB Wealth Management, LLC | 3,649 | $117.6 萬 | 0.76% | +3,649 | 新進 |
| Hidden Cove Wealth Management, LLC | 3,651 | $117.6 萬 | 0.76% | +180+5.2% | 加碼 |
| Rise Advisors, LLC | 3,655 | $117.8 萬 | 0.42% | −151−4.0% | 減碼 |