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 |
|---|---|---|---|---|---|
| Arcus Capital Partners, LLC | 3,987 | $128.5 萬 | 0.46% | +2,636+195.1% | 加碼 |
| Blake Schutter Theil Wealth Advisors, LLC | 3,993 | $128.7 萬 | 1.06% | −124−3.0% | 減碼 |
| Hanlon Investment Management, Inc. | 3,997 | $128.8 萬 | 0.71% | +437+12.3% | 加碼 |
| Greenhaven Associates Inc大師Greenhaven | 4,000 | $128.9 萬 | 0.02% | 00.0% | 不變 |
| Bayesian Capital Management, LP | 4,000 | $128.9 萬 | 2.95% | +4,000 | 新進 |
| Wendell David Associates Inc | 4,000 | $128.9 萬 | 0.13% | 00.0% | 不變 |
| Challenger Wealth Management | 4,001 | $128.9 萬 | 0.98% | 00.0% | 不變 |
| TrueWealth Advisors, LLC | 4,015 | $129.4 萬 | 0.34% | −701−14.9% | 減碼 |
| Emerald Advisors, LLC | 4,021 | $129.6 萬 | 0.18% | −10−0.2% | 減碼 |
| Stephenson National Bank & Trust | 4,024 | $129.7 萬 | 0.37% | −539−11.8% | 減碼 |
| OneAscent Family Office, LLC | 4,025 | $129.7 萬 | 0.88% | +1,343+50.1% | 加碼 |
| Doheny Asset Management | 4,024 | $129.7 萬 | 0.79% | 00.0% | 不變 |
| Secure Asset Management, LLC | 4,027 | $129.8 萬 | 0.20% | −306−7.1% | 減碼 |
| Financial Consulate, Inc | 4,028 | $129.8 萬 | 0.18% | −1,483−26.9% | 減碼 |
| Flagship Wealth Advisors, LLC | 4,033 | $130.0 萬 | 0.38% | +10+0.2% | 加碼 |
| Cascade Financial Partners, LLC | 4,034 | $130.0 萬 | 0.13% | +122+3.1% | 加碼 |
| Kingsman Wealth Management, Inc. | 4,038 | $130.1 萬 | 0.70% | +165+4.3% | 加碼 |
| Investment Advisory Group, LLC | 4,041 | $130.2 萬 | 0.33% | −83−2.0% | 減碼 |
| Peck Wealth Management, LLC | 4,052 | $130.6 萬 | 1.23% | −500−11.0% | 減碼 |
| Probity Advisors, Inc. | 4,071 | $131.2 萬 | 0.21% | −8−0.2% | 減碼 |
| Cultivar Capital, Inc. | 4,074 | $131.3 萬 | 0.84% | +242+6.3% | 加碼 |
| TSFG, LLC | 4,073 | $131.3 萬 | 0.20% | +3+0.1% | 加碼 |
| M3 Advisory Group, LLC | 4,075 | $131.3 萬 | 0.80% | +55+1.4% | 加碼 |
| R.H. Dinel Investment Counsel, Inc. | 4,092 | $131.9 萬 | 0.97% | 00.0% | 不變 |
| Keyvantage Wealth, LLC | 4,093 | $131.9 萬 | 0.56% | −436−9.6% | 減碼 |
| Goldstein Advisors, LLC | 4,099 | $132.1 萬 | 0.15% | −57−1.4% | 減碼 |
| Michael B. Yongue | 4,101 | $132.1 萬 | 0.91% | −20.0% | 減碼 |
| Whelan Financial | 4,102 | $132.2 萬 | 0.41% | −520−11.3% | 減碼 |
| BridgePort Financial Solutions, LLC | 4,105 | $132.3 萬 | 0.36% | −52−1.3% | 減碼 |
| Single Point Partners, LLC | 4,111 | $132.5 萬 | 0.26% | −61−1.5% | 減碼 |
| Woodward Financial Advisors, Inc. | 4,111 | $132.5 萬 | 0.50% | −42−1.0% | 減碼 |
| Kaydan Wealth Management, Inc. | 4,111 | $132.5 萬 | 0.38% | −7−0.2% | 減碼 |
| Outlook Wealth Advisors, LLC | 4,114 | $132.6 萬 | 0.30% | +766+22.9% | 加碼 |
| Elm Partners Management LLC | 4,114 | $132.6 萬 | 0.06% | +204+5.2% | 加碼 |
| ORG Partners LLC | 4,117 | $132.7 萬 | 0.23% | +499+13.8% | 加碼 |
| Affinity Capital Advisors, LLC | 4,121 | $132.8 萬 | 0.18% | +173+4.4% | 加碼 |
| Operose Advisors LLC | 4,134 | $133.2 萬 | 0.31% | −21−0.5% | 減碼 |
| Sulzberger Capital Advisors, Inc. | 4,142 | $133.5 萬 | 1.35% | −1,130−21.4% | 減碼 |
| Alliance Wealth Advisors, LLC | 4,148 | $133.7 萬 | 0.64% | −54−1.3% | 減碼 |
| O'Brien Wealth Partners LLC | 4,148 | $133.7 萬 | 0.18% | +3+0.1% | 加碼 |
| Tevis Investment Management | 4,238 | $133.7 萬 | 0.80% | 00.0% | 不變 |
| Davidson Investment Advisors | 4,152 | $133.8 萬 | 0.06% | +59+1.4% | 加碼 |
| Elevated Financial Group LLC | 4,157 | $133.9 萬 | 0.46% | +4,157 | 新進 |
| Hardin Capital Partners, LLC | 4,161 | $134.1 萬 | 0.63% | +212+5.4% | 加碼 |
| Sage Private Wealth Group, LLC | 4,162 | $134.1 萬 | 0.72% | −21−0.5% | 減碼 |
| Elite Wealth Management, Inc. | 4,166 | $134.2 萬 | 0.37% | +91+2.2% | 加碼 |
| ISAM Funds (UK) Ltd | 4,166 | $134.2 萬 | 0.48% | +4,166 | 新進 |
| Landaas & Co | 4,171 | $134.4 萬 | 0.30% | 00.0% | 不變 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,173 | $134.5 萬 | 0.08% | −2,005−32.5% | 減碼 |
| Alliance Wealth Management Group | 4,173 | $134.5 萬 | 0.30% | −65−1.5% | 減碼 |
| Hassell Wealth Management, LLC | 4,304 | $134.5 萬 | 0.45% | +10.0% | 加碼 |
| Fourth Dimension Wealth, LLC | 4,174 | $134.5 萬 | 0.49% | −53−1.3% | 減碼 |
| Gemmer Asset Management LLC | 4,175 | $134.5 萬 | 0.10% | −301−6.7% | 減碼 |
| Arsenal Capital Advisors LLC | 4,179 | $134.7 萬 | 0.95% | +4,179 | 新進 |
| Narus Financial Partners, LLC | 4,188 | $134.9 萬 | 0.37% | +81+2.0% | 加碼 |
| Taylor Financial Group, Inc. | 4,192 | $135.1 萬 | 0.79% | 00.0% | 不變 |
| GGM Financials LLC | 4,196 | $135.2 萬 | 0.66% | +13+0.3% | 加碼 |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 4,198 | $135.3 萬 | 1.27% | +4,198 | 新進 |
| Fiducient Advisors LLC | 4,200 | $135.3 萬 | 0.17% | +402+10.6% | 加碼 |
| Colter Lewis Investment Partners LLC | 4,201 | $135.4 萬 | 1.57% | +4,201 | 新進 |
| Bluesphere Advisors, LLC | 4,204 | $135.5 萬 | 0.60% | +13+0.3% | 加碼 |
| Towercrest Capital Management | 4,204 | $135.5 萬 | 0.21% | −65−1.5% | 減碼 |
| Alvarez & Marsal Private Wealth Partners, LLC | 4,210 | $135.7 萬 | 0.26% | +4,210 | 新進 |
| Wealth Group, Ltd. | 4,215 | $135.8 萬 | 1.32% | +4,215 | 新進 |
| Cadent Capital Advisors, LLC | 4,229 | $136.3 萬 | 0.36% | −20−0.5% | 減碼 |
| Wayfinding Financial, LLC | 4,231 | $136.3 萬 | 0.58% | −264−5.9% | 減碼 |
| Lumbard & Kellner, LLC | 4,234 | $136.4 萬 | 0.48% | +50+1.2% | 加碼 |
| S.A. Mason LLC | 4,245 | $136.8 萬 | 0.54% | +87+2.1% | 加碼 |
| Summitry LLC | 4,248 | $136.9 萬 | 0.06% | +362+9.3% | 加碼 |
| New Vernon Investment Management LLC | 4,253 | $137.0 萬 | 1.33% | 00.0% | 不變 |
| Poehling Capital Management, LLC | 4,255 | $137.1 萬 | 0.28% | 00.0% | 不變 |
| GSG Advisors LLC | 4,256 | $137.1 萬 | 0.35% | +36+0.9% | 加碼 |
| Clearwater Capital Advisors, LLC | 4,256 | $137.1 萬 | 0.11% | −144−3.3% | 減碼 |
| Bravias Capital Group, LLC | 4,265 | $137.4 萬 | 0.83% | +429+11.2% | 加碼 |
| Ipsen Advisor Group LLC | 4,272 | $137.7 萬 | 0.98% | −530−11.0% | 減碼 |
| Independence Financial Advisors, LLC | 4,279 | $137.9 萬 | 0.38% | +3,451+416.8% | 加碼 |
| One Day In July LLC | 4,307 | $138.8 萬 | 0.11% | +660+18.1% | 加碼 |
| Proficio Capital Partners LLC | 4,309 | $138.9 萬 | 0.10% | −371−7.9% | 減碼 |
| Tripletail Wealth Management, LLC | 4,321 | $139.2 萬 | 1.76% | +194+4.7% | 加碼 |
| Reynders McVeigh Capital Management, LLC | 4,324 | $139.3 萬 | 0.07% | −114−2.6% | 減碼 |
| LWM Advisory Services, LLC | 4,337 | $139.8 萬 | 0.82% | −1,068−19.8% | 減碼 |
| Thomas Story & Son LLC | 4,340 | $139.8 萬 | 0.52% | −72−1.6% | 減碼 |
| Windsor Advisory Group, LLC | 4,342 | $139.9 萬 | 1.25% | −273−5.9% | 減碼 |
| Pacific Point Advisors, LLC | 4,345 | $140.0 萬 | 0.75% | +522+13.7% | 加碼 |
| Summit Wealth Partners, LLC | 4,346 | $140.0 萬 | 0.26% | +10.0% | 加碼 |
| Fca Corp | 4,358 | $140.4 萬 | 0.40% | −23−0.5% | 減碼 |
| Second Half Financial Partners, LLC | 4,373 | $140.9 萬 | 0.63% | −56−1.3% | 減碼 |
| California First Leasing Corp | 4,380 | $141.1 萬 | 0.46% | 00.0% | 不變 |
| Luts & Greenleigh Group, Inc | 4,383 | $141.2 萬 | 1.20% | +5+0.1% | 加碼 |
| Fiduciary Financial Group, LLC | 4,385 | $141.3 萬 | 0.20% | +476+12.2% | 加碼 |
| Investor's Fiduciary Advisor Network, LLC | 4,387 | $141.3 萬 | 0.30% | +868+24.7% | 加碼 |
| GatePass Capital, LLC | 4,393 | $141.5 萬 | 0.73% | −456−9.4% | 減碼 |
| Whitaker-Myers Wealth Managers, LTD. | 4,395 | $141.6 萬 | 0.30% | +53+1.2% | 加碼 |
| LeConte Wealth Management, LLC | 4,398 | $141.7 萬 | 0.93% | +427+10.8% | 加碼 |
| Borer Denton & Associates, Inc. | 4,404 | $141.9 萬 | 0.48% | 00.0% | 不變 |
| Alan B. Lancz & Associates, Inc. | 4,406 | $142.0 萬 | 1.25% | 00.0% | 不變 |
| Vericrest Private Wealth | 4,407 | $142.0 萬 | 1.26% | +4,407 | 新進 |
| STAR Financial Bank | 4,415 | $142.3 萬 | 0.73% | −1,348−23.4% | 減碼 |
| Elwood & Goetz Wealth Advisory Group, LLC | 4,420 | $142.4 萬 | 0.25% | +281+6.8% | 加碼 |
| Center For Asset Management LLC | 4,422 | $142.5 萬 | 0.75% | +173+4.1% | 加碼 |