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 |
|---|---|---|---|---|---|
| Greystone Financial Group, LLC | 54,626 | $1,760 萬 | 2.75% | −1,020−1.8% | 減碼 |
| Buck Wealth Strategies, LLC | 54,523 | $1,757 萬 | 2.23% | +1,996+3.8% | 加碼 |
| Dividend Assets Capital, LLC | 54,487 | $1,756 萬 | 3.36% | −3,549−6.1% | 減碼 |
| Gemsstock Limited | 54,400 | $1,753 萬 | 2.55% | +54,400 | 新進 |
| Community Bank of Raymore | 54,356 | $1,751 萬 | 11.91% | −34−0.1% | 減碼 |
| Fundamentun, LLC | 54,346 | $1,751 萬 | 0.70% | +1,115+2.1% | 加碼 |
| Mengis Capital Management, Inc. | 54,346 | $1,751 萬 | 3.10% | −520−0.9% | 減碼 |
| Stokes Family Office, LLC | 54,225 | $1,747 萬 | 1.60% | +5,848+12.1% | 加碼 |
| HWG Holdings LP | 54,126 | $1,744 萬 | 4.23% | +1,895+3.6% | 加碼 |
| Colonial Trust Co | 53,630 | $1,728 萬 | 2.30% | +776+1.5% | 加碼 |
| Valicenti Advisory Services Inc | 53,536 | $1,725 萬 | 3.61% | +105+0.2% | 加碼 |
| First National Advisers, LLC | 53,386 | $1,720 萬 | 2.37% | −2,759−4.9% | 減碼 |
| SRS Capital Advisors, Inc. | 53,371 | $1,720 萬 | 0.50% | −9,107−14.6% | 減碼 |
| Stratos Wealth Advisors, LLC | 53,165 | $1,713 萬 | 0.83% | −239−0.4% | 減碼 |
| Hudson Valley Investment Advisors Inc | 53,160 | $1,713 萬 | 1.89% | −8,337−13.6% | 減碼 |
| EagleClaw Capital Managment, LLC | 52,756 | $1,700 萬 | 2.46% | −400−0.8% | 減碼 |
| Whalerock Point Partners, LLC | 52,727 | $1,699 萬 | 3.23% | +923+1.8% | 加碼 |
| Intact Investment Management Inc. | 52,700 | $1,698 萬 | 0.49% | +12,400+30.8% | 加碼 |
| Walter Public Investments Inc. | 52,696 | $1,698 萬 | 3.00% | −9,219−14.9% | 減碼 |
| Intesa Sanpaolo Wealth Management | 52,642 | $1,696 萬 | 3.51% | +52,642 | 新進 |
| Lynch & Associates | 52,632 | $1,696 萬 | 3.21% | −1,208−2.2% | 減碼 |
| Cape Cod Five Cents Savings Bank | 80,099 | $1,689 萬 | 1.57% | 00.0% | 不變 |
| Meritage Portfolio Management | 52,137 | $1,680 萬 | 1.11% | −1,687−3.1% | 減碼 |
| Sigma Investment Counselors Inc | 52,101 | $1,679 萬 | 0.85% | −394−0.8% | 減碼 |
| Clough Capital Partners L P | 52,010 | $1,676 萬 | 1.51% | −690−1.3% | 減碼 |
| Foster & Motley Inc | 51,943 | $1,674 萬 | 0.89% | −1,853−3.4% | 減碼 |
| Northside Capital Management, LLC | 51,917 | $1,673 萬 | 1.45% | −9,435−15.4% | 減碼 |
| Sage Mountain Advisors LLC | 51,893 | $1,672 萬 | 0.89% | −1,487−2.8% | 減碼 |
| one8zero8, LLC | 51,863 | $1,671 萬 | 3.64% | −741−1.4% | 減碼 |
| KG&L Capital Management,LLC | 52,499 | $1,671 萬 | 4.31% | +2,518+5.0% | 加碼 |
| Giverny Capital Inc.大師吉維尼資本 | 51,838 | $1,670 萬 | 0.56% | +1,133+2.2% | 加碼 |
| Parallax Volatility Advisers, L.P. | 51,775 | $1,668 萬 | 0.52% | −15,622−23.2% | 減碼 |
| StoneX Group Inc. | 51,725 | $1,668 萬 | 0.72% | −297−0.6% | 減碼 |
| BancorpSouth Bank | 51,652 | $1,664 萬 | 0.97% | −858−1.6% | 減碼 |
| Cadinha & Co LLC | 51,614 | $1,663 萬 | 2.57% | −48,904−48.7% | 減碼 |
| Miramar Capital, LLC | 51,414 | $1,657 萬 | 3.62% | −762−1.5% | 減碼 |
| Live Oak Private Wealth LLC | 51,289 | $1,653 萬 | 2.25% | −625−1.2% | 減碼 |
| YHB Investment Advisors, Inc. | 51,232 | $1,651 萬 | 1.14% | +1,276+2.6% | 加碼 |
| Avantax Planning Partners, Inc. | 51,183 | $1,649 萬 | 0.46% | −501−1.0% | 減碼 |
| Harrell Investment Partners, LLC | 50,982 | $1,643 萬 | 3.87% | −1,663−3.2% | 減碼 |
| Woodley Farra Manion Portfolio Management Inc | 50,221 | $1,618 萬 | 0.77% | −46−0.1% | 減碼 |
| Steel Peak Wealth Management LLC | 50,174 | $1,617 萬 | 0.53% | −27,168−35.1% | 減碼 |
| Royal Fund Management, LLC | 50,712 | $1,616 萬 | 1.48% | +8,419+19.9% | 加碼 |
| McMillan Office, Inc. | 50,153 | $1,616 萬 | 1.94% | +50,153 | 新進 |
| Catalytic Wealth RIA, LLC | 50,107 | $1,615 萬 | 0.59% | −25,697−33.9% | 減碼 |
| Capital Analysts, LLC | 50,071 | $1,613 萬 | 0.45% | −533−1.1% | 減碼 |
| Liontrust Investment Partners LLP | 50,027 | $1,612 萬 | 0.24% | +6,105+13.9% | 加碼 |
| Peterson Wealth Services | 49,846 | $1,606 萬 | 4.11% | +43,200+650.0% | 加碼 |
| Duncker Streett & Co Inc | 49,694 | $1,601 萬 | 2.85% | +3,656+7.9% | 加碼 |
| Evolve Private Wealth, LLC | 49,545 | $1,596 萬 | 0.95% | +49,545 | 新進 |
| Ascent Wealth Partners, LLC | 49,493 | $1,595 萬 | 1.84% | −572−1.1% | 減碼 |
| Hoertkorn Richard Charles | 49,466 | $1,594 萬 | 6.19% | −1,091−2.2% | 減碼 |
| Community Bank & Trust, Waco, Texas | 49,457 | $1,594 萬 | 3.27% | −1,178−2.3% | 減碼 |
| PDS Planning, Inc | 49,371 | $1,591 萬 | 1.06% | −1,282−2.5% | 減碼 |
| Cercano Management LLC | 49,354 | $1,590 萬 | 0.60% | 00.0% | 不變 |
| Embree Financial Group | 49,196 | $1,585 萬 | 1.95% | +822+1.7% | 加碼 |
| NewSquare Capital LLC | 49,169 | $1,584 萬 | 1.40% | −20,019−28.9% | 減碼 |
| Savvy Advisors, Inc. | 49,156 | $1,584 萬 | 0.51% | +14,149+40.4% | 加碼 |
| Marietta Wealth Management, LLC | 49,139 | $1,583 萬 | 1.83% | −350−0.7% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 49,061 | $1,581 萬 | 0.35% | +44,474+969.6% | 加碼 |
| Inlet Private Wealth, LLC | 48,740 | $1,570 萬 | 3.64% | −1,750−3.5% | 減碼 |
| NorthRock Partners, LLC | 48,619 | $1,567 萬 | 0.26% | −26,483−35.3% | 減碼 |
| Flagship Harbor Advisors, LLC | 48,614 | $1,566 萬 | 0.74% | −692−1.4% | 減碼 |
| Independent Financial Group, LLC | 48,573 | $1,565 萬 | 0.35% | +3,477+7.7% | 加碼 |
| Wedmont Private Capital | 47,811 | $1,563 萬 | 0.54% | +1,694+3.7% | 加碼 |
| Atlanta Consulting Group Advisors, LLC | 48,450 | $1,561 萬 | 3.54% | +972+2.0% | 加碼 |
| Centaurus Financial, Inc. | 48,432 | $1,561 萬 | 0.71% | −1,971−3.9% | 減碼 |
| Rench Wealth Management, Inc. | 48,418 | $1,560 萬 | 4.60% | −1,899−3.8% | 減碼 |
| Bearing Point Capital, LLC | 48,417 | $1,560 萬 | 2.44% | +2,865+6.3% | 加碼 |
| Alpine Woods Capital Investors, LLC | 48,364 | $1,558 萬 | 3.72% | −4,802−9.0% | 減碼 |
| Pure Financial Advisors, Inc. | 48,204 | $1,553 萬 | 0.23% | +1,683+3.6% | 加碼 |
| Annex Advisory Services, LLC | 48,181 | $1,553 萬 | 0.30% | +1,102+2.3% | 加碼 |
| Baldwin Investment Management, LLC | 48,114 | $1,550 萬 | 1.75% | −675−1.4% | 減碼 |
| Beck Bode, LLC | 48,016 | $1,547 萬 | 2.57% | +1,399+3.0% | 加碼 |
| Artisan Partners Limited Partnership | 47,918 | $1,544 萬 | 0.02% | +26+0.1% | 加碼 |
| Brave Asset Management Inc | 47,804 | $1,540 萬 | 3.63% | −30.0% | 減碼 |
| Family Capital Trust Co | 47,728 | $1,538 萬 | 5.02% | −217−0.5% | 減碼 |
| Adalta Capital Management LLC | 47,680 | $1,536 萬 | 6.86% | −532−1.1% | 減碼 |
| Twin Capital Management Inc | 47,619 | $1,534 萬 | 1.90% | −532−1.1% | 減碼 |
| Wellington Shields & Co., LLC | 47,531 | $1,532 萬 | 3.78% | −1,777−3.6% | 減碼 |
| Ossiam | 47,428 | $1,528 萬 | 0.31% | +15,077+46.6% | 加碼 |
| Shepherd Financial Partners LLC | 47,307 | $1,524 萬 | 1.41% | −784−1.6% | 減碼 |
| Altrafin AG | 47,280 | $1,523 萬 | 4.83% | +1,260+2.7% | 加碼 |
| Longbow Finance SA | 46,946 | $1,513 萬 | 2.56% | −39,462−45.7% | 減碼 |
| Prosperity Consulting Group, LLC | 46,730 | $1,506 萬 | 0.68% | −1,731−3.6% | 減碼 |
| Beverly Hills Private Wealth, LLC | 46,671 | $1,504 萬 | 2.58% | −4,406−8.6% | 減碼 |
| Boyar Asset Management Inc. | 46,660 | $1,503 萬 | 9.53% | −3,171−6.4% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 46,647 | $1,503 萬 | 0.75% | −771−1.6% | 減碼 |
| Coastal Bridge Advisors, LLC | 46,623 | $1,502 萬 | 1.12% | +1,465+3.2% | 加碼 |
| Fulton Bank, N.A. | 46,545 | $1,500 萬 | 0.52% | +1,147+2.5% | 加碼 |
| Ronald Blue Trust, Inc. | 46,512 | $1,499 萬 | 0.17% | −2,007−4.1% | 減碼 |
| Syon Capital LLC | 46,509 | $1,499 萬 | 0.75% | +2,920+6.7% | 加碼 |
| Matthew 25 Management Corp | 46,500 | $1,498 萬 | 4.58% | −3,500−7.0% | 減碼 |
| Cincinnati Casualty Co | 46,500 | $1,498 萬 | 7.60% | 00.0% | 不變 |
| Cincinnati Specialty Underwriters Insurance CO | 46,500 | $1,498 萬 | 3.46% | 00.0% | 不變 |
| Jaffetilchin Investment Partners, LLC | 46,350 | $1,494 萬 | 0.87% | −161−0.3% | 減碼 |
| Confluence Wealth Services, Inc. | 46,216 | $1,489 萬 | 0.62% | −3,565−7.2% | 減碼 |
| Core Alternative Capital | 46,140 | $1,487 萬 | 4.10% | −729−1.6% | 減碼 |
| Allen Capital Group, LLC | 46,067 | $1,484 萬 | 1.37% | +1,110+2.5% | 加碼 |
| Punch & Associates Investment Management, Inc. | 46,039 | $1,483 萬 | 0.87% | +466+1.0% | 加碼 |