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 5,157 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 | 5,157 | $6,437 億 |
| 2026 年第 1 季 | 5,103 | $5,721 億 |
| 2025 年第 4 季 | 5,155 | $6,395 億 |
| 2025 年第 3 季 | 4,766 | $6,180 億 |
| 2025 年第 2 季 | 4,753 | $5,824 億 |
| 2025 年第 1 季 | 4,680 | $4,946 億 |
| 2024 年第 4 季 | 4,680 | $4,900 億 |
| 2024 年第 3 季 | 4,216 | $4,294 億 |
| 2024 年第 2 季 | 4,182 | $4,162 億 |
| 2024 年第 1 季 | 4,121 | $4,145 億 |
| 2023 年第 4 季 | 4,002 | $3,518 億 |
| 2023 年第 3 季 | 3,711 | $2,970 億 |
| 2023 年第 2 季 | 3,673 | $2,976 億 |
| 2023 年第 1 季 | 3,613 | $2,663 億 |
| 2022 年第 4 季 | 3,629 | $2,783 億 |
| 2022 年第 3 季 | 3,396 | $2,129 億 |
| 2022 年第 2 季 | 3,428 | $2,293 億 |
| 2022 年第 1 季 | 3,520 | $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 |
|---|---|---|---|---|---|
| Pettyjohn, Wood & White, Inc | 63,983 | $2,062 萬 | 3.23% | −291−0.5% | 減碼 |
| Leith Wheeler Investment Counsel Ltd. | 63,871 | $2,058 萬 | 1.54% | −4,436−6.5% | 減碼 |
| Iowa State Bank | 63,767 | $2,055 萬 | 3.85% | −744−1.2% | 減碼 |
| Nations Financial Group Inc, | 63,679 | $2,052 萬 | 1.08% | +7,081+12.5% | 加碼 |
| Bank of Nova Scotia Trust Co | 63,514 | $2,047 萬 | 1.78% | +200+0.3% | 加碼 |
| New Age Alpha Advisors, LLC | 63,434 | $2,044 萬 | 0.88% | −12,288−16.2% | 減碼 |
| Stenger Family Office, LLC | 63,409 | $2,043 萬 | 4.22% | +3,765+6.3% | 加碼 |
| JCIC Asset Management Inc. | 63,386 | $2,042 萬 | 6.25% | −777−1.2% | 減碼 |
| Means Investment Co., Inc. | 63,237 | $2,038 萬 | 1.72% | −1,382−2.1% | 減碼 |
| Farmers National Bank | 63,216 | $2,037 萬 | 4.55% | +2,691+4.4% | 加碼 |
| NatWest Group plc | 63,194 | $2,036 萬 | 4.74% | +31,154+97.2% | 加碼 |
| National Asset Management, Inc. | 62,772 | $2,023 萬 | 0.96% | −2,665−4.1% | 減碼 |
| Winslow Asset Management Inc | 62,708 | $2,021 萬 | 3.73% | −584−0.9% | 減碼 |
| Close Asset Management Ltd | 62,664 | $2,020 萬 | 0.45% | −2,773−4.2% | 減碼 |
| Trajan Wealth LLC | 62,489 | $2,014 萬 | 0.84% | +3,381+5.7% | 加碼 |
| Carmel Capital Management L.L.C. | 62,227 | $2,005 萬 | 6.08% | +850+1.4% | 加碼 |
| Laffer Tengler Investments | 62,166 | $2,003 萬 | 3.04% | +2,106+3.5% | 加碼 |
| Simmons Bank | 62,089 | $2,001 萬 | 1.34% | +359+0.6% | 加碼 |
| Cornerstone Wealth Group, LLC | 62,043 | $1,999 萬 | 1.37% | +790+1.3% | 加碼 |
| Roundview Capital LLC | 62,039 | $1,999 萬 | 1.23% | −406−0.7% | 減碼 |
| Strategic Wealth Partners, Ltd. | 62,001 | $1,998 萬 | 1.37% | +9,755+18.7% | 加碼 |
| Texas Capital Bank Wealth Management Services Inc | 61,893 | $1,994 萬 | 1.15% | +16,351+35.9% | 加碼 |
| Eagle Rock Investment Company, LLC | 61,724 | $1,989 萬 | 2.81% | −140.0% | 減碼 |
| Sara-Bay Financial | 61,475 | $1,988 萬 | 5.95% | +39+0.1% | 加碼 |
| Fagan Associates, Inc. | 61,486 | $1,981 萬 | 2.64% | −561−0.9% | 減碼 |
| CTC LLC | 61,419 | $1,979 萬 | 1.81% | +39,010+174.1% | 加碼 |
| Jacobs Levy Equity Management, Inc | 61,302 | $1,975 萬 | 0.08% | −12,616−17.1% | 減碼 |
| Copeland Capital Management, LLC | 61,297 | $1,975 萬 | 0.44% | −2,750−4.3% | 減碼 |
| Kingswood Wealth Advisors, LLC | 61,254 | $1,974 萬 | 0.95% | +17,303+39.4% | 加碼 |
| Zuckerman Investment Group, LLC | 60,993 | $1,965 萬 | 1.75% | +1,510+2.5% | 加碼 |
| SFE Investment Counsel | 60,778 | $1,958 萬 | 3.05% | −1,592−2.6% | 減碼 |
| Plato Investment Management Ltd | 60,310 | $1,953 萬 | 1.28% | +870+1.5% | 加碼 |
| L & S Advisors Inc | 60,431 | $1,947 萬 | 1.80% | +15,191+33.6% | 加碼 |
| Exchange Traded Concepts, LLC | 60,353 | $1,945 萬 | 0.16% | −13,844−18.7% | 減碼 |
| Mitchell Capital Management Co | 60,303 | $1,943 萬 | 3.47% | −557−0.9% | 減碼 |
| Vestcor Inc | 60,238 | $1,941 萬 | 0.55% | 00.0% | 不變 |
| Cardinal Point Capital Management, ULC | 60,166 | $1,939 萬 | 1.27% | +703+1.2% | 加碼 |
| Procyon Private Wealth Partners, LLC | 60,092 | $1,936 萬 | 0.96% | +9,370+18.5% | 加碼 |
| BDF-Gestion | 59,928 | $1,931 萬 | 2.37% | −3,993−6.2% | 減碼 |
| Ar Asset Management Inc | 59,825 | $1,928 萬 | 3.94% | 00.0% | 不變 |
| Schnieders Capital Management, LLC. | 59,676 | $1,923 萬 | 3.00% | −462−0.8% | 減碼 |
| Arvest Bank Trust Division | 59,583 | $1,920 萬 | 1.04% | −3,258−5.2% | 減碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 59,576 | $1,920 萬 | 2.89% | +337+0.6% | 加碼 |
| Picton Mahoney Asset Management | 59,508 | $1,917 萬 | 0.21% | −6,437−9.8% | 減碼 |
| Traynor Capital Management, Inc. | 59,357 | $1,913 萬 | 1.05% | +1,363+2.4% | 加碼 |
| Camden National Bank | 59,321 | $1,911 萬 | 2.63% | −548−0.9% | 減碼 |
| Cypress Asset Management Inc | 59,221 | $1,908 萬 | 4.19% | −114−0.2% | 減碼 |
| Cardinal Capital Management | 59,174 | $1,907 萬 | 2.53% | +180.0% | 加碼 |
| Keystone Financial Group | 58,950 | $1,899 萬 | 1.41% | −4,054−6.4% | 減碼 |
| Fulton Breakefield Broenniman LLC | 58,722 | $1,892 萬 | 1.19% | +69+0.1% | 加碼 |
| WealthBridge Investment Counsel Inc. | 58,701 | $1,892 萬 | 5.68% | −420−0.7% | 減碼 |
| FFG Partners, LLC | 58,634 | $1,889 萬 | 5.48% | +581+1.0% | 加碼 |
| Frank, Rimerman Advisors LLC | 58,361 | $1,881 萬 | 1.19% | +193+0.3% | 加碼 |
| Vantage Investment Partners, LLC | 58,183 | $1,875 萬 | 1.25% | −1,290−2.2% | 減碼 |
| Joel Isaacson & Co., LLC | 58,022 | $1,870 萬 | 0.62% | +599+1.0% | 加碼 |
| IFP Advisors, Inc | 57,893 | $1,865 萬 | 0.42% | +9,025+18.5% | 加碼 |
| Buckley Wealth Management, LLC | 57,864 | $1,864 萬 | 4.94% | −583−1.0% | 減碼 |
| German American Bancorp, Inc. | 57,694 | $1,859 萬 | 1.58% | −1,889−3.2% | 減碼 |
| Mirador Capital Partners LP | 57,613 | $1,856 萬 | 2.54% | +93+0.2% | 加碼 |
| Equitable Trust Co | 57,607 | $1,856 萬 | 0.83% | −302−0.5% | 減碼 |
| Sigma Planning Corp | 57,104 | $1,854 萬 | 0.51% | +463+0.8% | 加碼 |
| Banque Pictet & Cie SA | 57,476 | $1,852 萬 | 0.19% | +1,509+2.7% | 加碼 |
| Next Level Private LLC | 57,414 | $1,850 萬 | 4.85% | −951−1.6% | 減碼 |
| Rocky Mountain Advisers, LLC | 57,220 | $1,844 萬 | 5.31% | 00.0% | 不變 |
| LGT Fund Management Co Ltd. | 56,996 | $1,843 萬 | 1.46% | +2,253+4.1% | 加碼 |
| Magnus Financial Group LLC | 57,198 | $1,843 萬 | 1.41% | +1,346+2.4% | 加碼 |
| Tulsa Wealth Advisors, INC | 57,198 | $1,843 萬 | 6.13% | +57,198 | 新進 |
| Perryman Financial Advisory Inc | 57,128 | $1,841 萬 | 2.70% | +57,128 | 新進 |
| Harbor Capital Advisors, Inc. | 57,082 | $1,839 萬 | 1.43% | −74−0.1% | 減碼 |
| Independent Investors Inc | 56,804 | $1,830 萬 | 3.40% | +50.0% | 加碼 |
| Kinsale Capital Group, Inc. | 56,757 | $1,829 萬 | 3.04% | +1,888+3.4% | 加碼 |
| Van Hulzen Asset Management, LLC | 56,585 | $1,823 萬 | 1.34% | +1,537+2.8% | 加碼 |
| Haverford Financial Services, Inc. | 56,555 | $1,822 萬 | 5.11% | −367−0.6% | 減碼 |
| Perennial Advisors, LLC | 56,555 | $1,822 萬 | 3.06% | +615+1.1% | 加碼 |
| Invictus Private Wealth, LLC | 56,538 | $1,822 萬 | 1.10% | −748−1.3% | 減碼 |
| American National Bank | 56,207 | $1,811 萬 | 1.71% | +614+1.1% | 加碼 |
| BW Gestao de Investimentos Ltda. | 56,117 | $1,808 萬 | 0.64% | +56,117 | 新進 |
| Smartleaf Asset Management LLC | 55,883 | $1,807 萬 | 0.68% | +7,485+15.5% | 加碼 |
| LVM Capital Management Ltd | 55,936 | $1,802 萬 | 1.67% | +182+0.3% | 加碼 |
| Integrated Advisors Network LLC | 55,931 | $1,802 萬 | 0.80% | −9,096−14.0% | 減碼 |
| Hills Bank & Trust Co | 55,773 | $1,797 萬 | 1.04% | −1,301−2.3% | 減碼 |
| Jamison Private Wealth Management, Inc. | 55,756 | $1,797 萬 | 2.18% | +115+0.2% | 加碼 |
| Laurel Wealth Advisors LLC | 55,718 | $1,795 萬 | 2.37% | −1,209−2.1% | 減碼 |
| BTG Pactual Asset Management US LLC | 55,683 | $1,794 萬 | 1.99% | −7,654−12.1% | 減碼 |
| South Dakota Investment Council | 55,606 | $1,792 萬 | 0.34% | −2,300−4.0% | 減碼 |
| Stolper Co | 55,582 | $1,791 萬 | 5.28% | −647−1.2% | 減碼 |
| Osprey Private Wealth LLC | 55,505 | $1,788 萬 | 5.15% | +6,595+13.5% | 加碼 |
| GAM Holding AG | 55,480 | $1,788 萬 | 1.14% | +158+0.3% | 加碼 |
| Venator Management LLC | 55,465 | $1,787 萬 | 4.03% | −600−1.1% | 減碼 |
| Harbor Investment Advisory, LLC | 69,244 | $1,786 萬 | 1.34% | +607+0.9% | 加碼 |
| Baker Ellis Asset Management LLC | 55,400 | $1,785 萬 | 2.15% | +474+0.9% | 加碼 |
| Q Capital Solutions | 55,385 | $1,785 萬 | 8.21% | +16,775+43.4% | 加碼 |
| Capstone Financial Advisors, Inc. | 55,306 | $1,782 萬 | 0.95% | −321−0.6% | 減碼 |
| Teamwork Financial Advisors, LLC | 55,267 | $1,781 萬 | 1.90% | +1,984+3.7% | 加碼 |
| Radnor Capital Management, LLC | 55,201 | $1,779 萬 | 2.64% | −879−1.6% | 減碼 |
| Visionary Wealth Advisors | 55,176 | $1,778 萬 | 0.80% | −480−0.9% | 減碼 |
| Meridian Wealth Advisors, LLC | 55,142 | $1,777 萬 | 2.46% | −4,545−7.6% | 減碼 |
| Nwi Management LP | 55,000 | $1,772 萬 | 1.08% | −1,000−1.8% | 減碼 |
| Clear Trail Advisors, LLC | 54,671 | $1,762 萬 | 4.09% | +54,671 | 新進 |
| Consolidated Planning Corp | 54,662 | $1,761 萬 | 1.78% | −4,780−8.0% | 減碼 |