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 |
|---|---|---|---|---|---|
| Abound Wealth Management | 3,657 | $117.8 萬 | 0.28% | +93+2.6% | 加碼 |
| Lifeworks Advisors, LLC | 3,661 | $118.0 萬 | 0.15% | +259+7.6% | 加碼 |
| von Borstel & Associates, Inc. | 3,666 | $118.1 萬 | 0.28% | −4,464−54.9% | 減碼 |
| Pine Haven Investment Counsel, Inc | 3,666 | $118.1 萬 | 0.84% | −150−3.9% | 減碼 |
| Custom Index Systems, LLC | 3,667 | $118.2 萬 | 0.52% | −644−14.9% | 減碼 |
| Schonfeld Strategic Advisors LLC | 3,670 | $118.3 萬 | 0.01% | −1,702−31.7% | 減碼 |
| Tributary Capital Management, LLC | 3,670 | $118.3 萬 | 0.12% | −100−2.7% | 減碼 |
| White Lighthouse Investment Management Inc. | 3,673 | $118.4 萬 | 0.17% | +1,977+116.6% | 加碼 |
| Fulcrum Equity Management | 3,674 | $118.4 萬 | 1.13% | +2,175+145.1% | 加碼 |
| Planning Center, Inc. | 3,683 | $118.7 萬 | 0.12% | +5+0.1% | 加碼 |
| Dougherty Wealth Advisers LLC | 3,684 | $118.7 萬 | 0.67% | 00.0% | 不變 |
| BCM Advisors, LLC | 3,994 | $118.9 萬 | 0.23% | −299−7.0% | 減碼 |
| Disciplined Equity Management, Inc. | 3,693 | $119.0 萬 | 0.62% | −70−1.9% | 減碼 |
| Tranquilli Financial Advisor LLC | 3,698 | $119.2 萬 | 0.69% | −14−0.4% | 減碼 |
| Wilian Securities, LLC | 3,700 | $119.2 萬 | 1.28% | +3,700 | 新進 |
| Ecofi Investissements SA | 3,700 | $119.2 萬 | 0.82% | 00.0% | 不變 |
| Santori & Peters | 3,701 | $119.3 萬 | 0.41% | +8+0.2% | 加碼 |
| Lewis Asset Management, LLC | 3,704 | $119.4 萬 | 0.49% | +141+4.0% | 加碼 |
| Van Diest Capital, LLC | 3,712 | $119.6 萬 | 1.78% | +3,712 | 新進 |
| Compass Ion Advisors, LLC | 3,713 | $119.6 萬 | 0.11% | −6−0.2% | 減碼 |
| MFA Wealth Services | 3,719 | $119.8 萬 | 0.81% | −366−9.0% | 減碼 |
| TFB Advisors LLC | 3,723 | $120.0 萬 | 0.34% | −24−0.6% | 減碼 |
| Garrett Wealth Advisory Group, LLC | 3,724 | $120.0 萬 | 0.23% | −323−8.0% | 減碼 |
| Petra Financial Advisors Inc | 3,730 | $120.2 萬 | 0.71% | +267+7.7% | 加碼 |
| Prasad Wealth Partners, LLC | 3,736 | $120.4 萬 | 0.32% | −71−1.9% | 減碼 |
| Fiduciary Wealth Partners, LLC | 3,737 | $120.4 萬 | 0.49% | −247−6.2% | 減碼 |
| Litman Gregory Asset Management LLC | 3,738 | $120.4 萬 | 0.09% | −57−1.5% | 減碼 |
| Greenland Capital Management LP | 3,740 | $120.5 萬 | 0.17% | +3,740 | 新進 |
| Pandora Wealth, Inc. | 3,745 | $120.7 萬 | 0.73% | −804−17.7% | 減碼 |
| KDT Advisors, LLC | 3,747 | $120.7 萬 | 1.69% | +35+0.9% | 加碼 |
| Golden Reserve Retirement LLC | 3,750 | $120.8 萬 | 0.22% | +3,750 | 新進 |
| Mayport, LLC | 3,756 | $121.0 萬 | 0.24% | −234−5.9% | 減碼 |
| Per Stirling Capital Management, LLC. | 3,757 | $121.1 萬 | 0.14% | −7−0.2% | 減碼 |
| Clear Street Markets LLC | 3,758 | $121.1 萬 | 0.22% | −605−13.9% | 減碼 |
| Willis Johnson & Associates, Inc. | 3,765 | $121.3 萬 | 0.07% | −526−12.3% | 減碼 |
| Blue Rock Wealth Management LLC | 3,796 | $121.6 萬 | 0.76% | −50−1.3% | 減碼 |
| Hibernia Wealth Partners, LLC | 3,775 | $121.6 萬 | 0.37% | +2,107+126.3% | 加碼 |
| Parsonex Advisory Services, Inc. | 3,779 | $121.8 萬 | 0.78% | −214−5.4% | 減碼 |
| Gambit Capital Management, LLC | 3,782 | $121.9 萬 | 0.87% | +3,782 | 新進 |
| Safeguard Investment Advisory Group, LLC | 3,782 | $121.9 萬 | 0.31% | −185−4.7% | 減碼 |
| Coyle Financial Counsel LLC | 3,783 | $121.9 萬 | 0.26% | +854+29.2% | 加碼 |
| Harbor Group, Inc. | 3,783 | $121.9 萬 | 0.18% | +18+0.5% | 加碼 |
| Riversedge Advisors, LLC | 3,783 | $121.9 萬 | 0.20% | −337−8.2% | 減碼 |
| a16z Perennial Management, L.P. | 3,789 | $122.1 萬 | 0.10% | +85+2.3% | 加碼 |
| Arkfeld Wealth Strategies, L.L.C. | 3,741 | $122.3 萬 | 0.42% | −10−0.3% | 減碼 |
| Summa Corp. | 3,800 | $122.4 萬 | 0.53% | +200+5.6% | 加碼 |
| DV Equities, LLC | 3,803 | $122.5 萬 | 0.22% | +3,803 | 新進 |
| Stonebridge Financial Group, LLC | 3,803 | $122.5 萬 | 1.06% | +3,803 | 新進 |
| Vawter Financial, Ltd. | 3,810 | $122.8 萬 | 0.52% | +2+0.1% | 加碼 |
| Eurizon SLJ Capital Ltd | 3,812 | $122.8 萬 | 0.49% | +3,812 | 新進 |
| Hilton Head Capital Partners, LLC | 3,813 | $122.9 萬 | 0.72% | +3,813 | 新進 |
| Watershed Private Wealth LLC | 3,816 | $123.0 萬 | 0.37% | +75+2.0% | 加碼 |
| Blue Bell Private Wealth Management, LLC | 3,817 | $123.0 萬 | 0.18% | +7+0.2% | 加碼 |
| LCM Capital Management Inc | 3,822 | $123.1 萬 | 0.60% | −25−0.6% | 減碼 |
| Granville Capital, Inc. | 3,832 | $123.5 萬 | 0.66% | +3,832 | 新進 |
| Goldstream Capital Management Ltd | 3,841 | $123.8 萬 | 0.51% | 00.0% | 不變 |
| Analyst IMS Investment Management Services Ltd. | 3,841 | $123.8 萬 | 0.04% | −3,505−47.7% | 減碼 |
| NCP Inc. | 3,850 | $124.1 萬 | 1.00% | +131+3.5% | 加碼 |
| Range Advisory, LLC | 3,851 | $124.1 萬 | 0.32% | +3,851 | 新進 |
| Tillman Hartley LLC | 3,857 | $124.3 萬 | 0.31% | −121−3.0% | 減碼 |
| Insight 2811, Inc. | 3,860 | $124.4 萬 | 0.55% | +593+18.2% | 加碼 |
| Dark Forest Capital Management LP | 3,867 | $124.6 萬 | 0.06% | −24,790−86.5% | 減碼 |
| Merrion Investment Management Co, LLC | 3,872 | $124.8 萬 | 0.67% | −272−6.6% | 減碼 |
| Saturna Capital CORP | 3,873 | $124.8 萬 | 0.02% | 00.0% | 不變 |
| Dock Street Asset Management Inc | 3,880 | $125.0 萬 | 0.11% | +494+14.6% | 加碼 |
| Tanager Wealth Management LLP | 3,883 | $125.1 萬 | 0.12% | +251+6.9% | 加碼 |
| Value Investment Professionals, LLC | 27,978 | $125.2 萬 | 1.31% | +27,978 | 新進 |
| Roberts Glore & Co Inc | 3,887 | $125.2 萬 | 0.33% | −75−1.9% | 減碼 |
| Clark & Stuart, Inc | 3,890 | $125.3 萬 | 0.86% | −6−0.2% | 減碼 |
| Cape Investment Advisory, Inc. | 3,915 | $125.5 萬 | 0.39% | +1,157+42.0% | 加碼 |
| Options Solutions, LLC | 3,900 | $125.7 萬 | 0.89% | +2,000+105.3% | 加碼 |
| North Capital, Inc. | 3,900 | $125.7 萬 | 1.08% | +17+0.4% | 加碼 |
| Francis Financial, Inc. | 3,903 | $125.8 萬 | 0.25% | +545+16.2% | 加碼 |
| Magnolia Capital Management Ltd | 3,905 | $125.8 萬 | 0.94% | +330+9.2% | 加碼 |
| Skba Capital Management LLC | 3,907 | $125.9 萬 | 0.18% | −480−10.9% | 減碼 |
| RWM Asset Management, LLC | 4,184 | $126.0 萬 | 0.14% | 00.0% | 不變 |
| Total Investment Management Inc | 3,910 | $126.0 萬 | 0.16% | +2+0.1% | 加碼 |
| Market Street Wealth Management Advisors LLC | 3,919 | $126.3 萬 | 0.20% | −3−0.1% | 減碼 |
| Wimmer Associates 1, LLC | 3,920 | $126.3 萬 | 0.59% | 00.0% | 不變 |
| Advance Capital Management, Inc. | 3,929 | $126.6 萬 | 0.05% | −74−1.8% | 減碼 |
| Long Road Investment Counsel, LLC | 3,932 | $126.7 萬 | 0.48% | +500+14.6% | 加碼 |
| Riverview Trust Co | 3,936 | $126.8 萬 | 1.53% | 00.0% | 不變 |
| Hoxton Planning & Management, LLC | 3,939 | $126.9 萬 | 0.38% | +71+1.8% | 加碼 |
| Optivise Advisory Services LLC | 3,944 | $127.1 萬 | 0.73% | +794+25.2% | 加碼 |
| Avantra Family Wealth, Inc. | 3,948 | $127.2 萬 | 0.92% | −9−0.2% | 減碼 |
| City National Bank of Florida | 3,948 | $127.2 萬 | 0.83% | +216+5.8% | 加碼 |
| Shulman DeMeo Asset Management LLC | 3,950 | $127.3 萬 | 0.29% | −26−0.7% | 減碼 |
| Michael Brady & Co., LLC | 3,952 | $127.3 萬 | 1.27% | +3,952 | 新進 |
| Hopwood Financial Services, Inc. | 3,953 | $127.4 萬 | 0.90% | −72−1.8% | 減碼 |
| Fedenia Advisers LLC | 3,955 | $127.4 萬 | 0.49% | −37−0.9% | 減碼 |
| NBZ Investment Advisors LLC | 3,962 | $127.7 萬 | 0.56% | 00.0% | 不變 |
| Indie Asset Partners, LLC | 3,963 | $127.7 萬 | 1.42% | +199+5.3% | 加碼 |
| Warwick Investment Management, Inc. | 3,968 | $127.9 萬 | 0.20% | +133+3.5% | 加碼 |
| Cyr Financial Inc. | 3,970 | $127.9 萬 | 0.80% | +81+2.1% | 加碼 |
| PSI Advisors, LLC | 3,971 | $127.9 萬 | 0.32% | +167+4.4% | 加碼 |
| D.B. Root & Company, LLC | 3,978 | $128.2 萬 | 0.31% | −77−1.9% | 減碼 |
| Consilio Wealth Advisors, LLC | 3,983 | $128.3 萬 | 0.38% | −63−1.6% | 減碼 |
| Retirement Income Solutions, Inc | 3,984 | $128.4 萬 | 0.22% | −147−3.6% | 減碼 |
| Ardent Capital Management, Inc. | 3,984 | $128.4 萬 | 0.51% | 00.0% | 不變 |
| Sterling Group Wealth Management, LLC | 3,987 | $128.5 萬 | 0.62% | +2+0.1% | 加碼 |