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 |
|---|---|---|---|---|---|
| Stokes Capital Advisors, LLC | 45,971 | $1,481 萬 | 3.38% | −1,000−2.1% | 減碼 |
| Meiji Yasuda America Inc | 45,937 | $1,480 萬 | 3.40% | +45,937 | 新進 |
| Cutler Investment Counsel LLC | 45,906 | $1,479 萬 | 1.54% | −1,954−4.1% | 減碼 |
| Pioneer Trust Bank N A | 45,845 | $1,477 萬 | 3.43% | −60−0.1% | 減碼 |
| Transcend Wealth Collective, LLC | 45,715 | $1,473 萬 | 1.14% | −5,035−9.9% | 減碼 |
| Cambient Family Office, LLC | 45,533 | $1,467 萬 | 2.09% | +45,533 | 新進 |
| RPG Investment Advisory, LLC | 45,414 | $1,463 萬 | 1.66% | +190.0% | 加碼 |
| Canal Capital Management, LLC | 45,391 | $1,463 萬 | 2.07% | −164−0.4% | 減碼 |
| Brown Miller Wealth Management, LLC | 45,251 | $1,458 萬 | 4.03% | −137−0.3% | 減碼 |
| Generate Investment Management Ltd | 45,232 | $1,457 萬 | 0.66% | −31,268−40.9% | 減碼 |
| Fulcrum Capital LLC | 45,214 | $1,457 萬 | 2.93% | −186−0.4% | 減碼 |
| Ipswich Investment Management Co., Inc. | 45,093 | $1,453 萬 | 3.36% | −403−0.9% | 減碼 |
| GTS Securities LLC | 45,027 | $1,451 萬 | 0.49% | +30,034+200.3% | 加碼 |
| Lighthouse Investment Partners, LLC | 45,026 | $1,451 萬 | 0.48% | −2,838−5.9% | 減碼 |
| Boston Family Office LLC | 44,958 | $1,449 萬 | 0.92% | −1,004−2.2% | 減碼 |
| Schulhoff & Co Inc | 44,894 | $1,447 萬 | 6.09% | −120−0.3% | 減碼 |
| Apriem Advisors | 44,818 | $1,444 萬 | 1.33% | −565−1.2% | 減碼 |
| City Holding Co | 44,738 | $1,441 萬 | 1.77% | +859+2.0% | 加碼 |
| Castleark Management LLC | 44,635 | $1,438 萬 | 0.42% | −8,730−16.4% | 減碼 |
| Rollins Financial Advisors, LLC | 44,553 | $1,436 萬 | 2.11% | +1,111+2.6% | 加碼 |
| Kavar Capital Partners Group, LLC | 44,549 | $1,435 萬 | 1.98% | +127+0.3% | 加碼 |
| Parr McKnight Wealth Management Group, LLC | 44,485 | $1,433 萬 | 1.88% | −46−0.1% | 減碼 |
| Access Investment Management LLC | 45,392 | $1,432 萬 | 3.85% | 00.0% | 不變 |
| Mystic Asset Management, Inc. | 44,324 | $1,428 萬 | 3.23% | −1,353−3.0% | 減碼 |
| Jacobi Capital Management LLC | 43,979 | $1,417 萬 | 0.82% | +527+1.2% | 加碼 |
| Community Financial Services Group, LLC | 43,979 | $1,417 萬 | 2.60% | −2,026−4.4% | 減碼 |
| Private Advisory Group LLC | 43,966 | $1,417 萬 | 1.12% | +1,188+2.8% | 加碼 |
| Meitav Dash Investments Ltd | 43,931 | $1,416 萬 | 0.17% | +16,390+59.5% | 加碼 |
| LVW Advisors, LLC | 43,850 | $1,413 萬 | 1.43% | +16,798+62.1% | 加碼 |
| Intrust Bank NA | 43,792 | $1,411 萬 | 1.17% | −37−0.1% | 減碼 |
| Shelton Capital Management | 43,680 | $1,407 萬 | 0.28% | −212−0.5% | 減碼 |
| Nelson Capital Management, LLC | 43,520 | $1,402 萬 | 1.64% | −471−1.1% | 減碼 |
| DRW Securities, LLC | 43,382 | $1,398 萬 | 1.06% | −6,116−12.4% | 減碼 |
| Pettee Investors, Inc. | 43,380 | $1,398 萬 | 7.84% | −10.0% | 減碼 |
| Harbour Investments, Inc. | 43,374 | $1,398 萬 | 0.28% | +4,847+12.6% | 加碼 |
| Patton Albertson Miller Group, LLC | 43,304 | $1,395 萬 | 1.64% | −470−1.1% | 減碼 |
| Generali Investments CEE, investicni spolecnost, a.s. | 43,290 | $1,395 萬 | 0.98% | −4,769−9.9% | 減碼 |
| Nippon Life Global Investors Americas, Inc. | 43,200 | $1,392 萬 | 0.58% | −13,450−23.7% | 減碼 |
| Westover Capital Advisors, LLC | 43,153 | $1,391 萬 | 2.53% | −1,882−4.2% | 減碼 |
| New England Asset Management Inc | 43,000 | $1,386 萬 | 1.81% | −2,180−4.8% | 減碼 |
| Plimoth Trust Co LLC | 42,977 | $1,385 萬 | 3.09% | −383−0.9% | 減碼 |
| Elk River Wealth Management, LLC | 42,857 | $1,380 萬 | 2.22% | −915−2.1% | 減碼 |
| Western Wealth Management, LLC | 42,728 | $1,377 萬 | 0.64% | +3,256+8.2% | 加碼 |
| Xcel Wealth Management, LLC | 42,717 | $1,376 萬 | 3.53% | −49−0.1% | 減碼 |
| Harbour Capital Advisors, LLC | 42,287 | $1,376 萬 | 2.80% | −315−0.7% | 減碼 |
| Unison Asset Management LLC | 42,483 | $1,369 萬 | 6.13% | +1,040+2.5% | 加碼 |
| Parthenon LLC | 42,460 | $1,368 萬 | 1.48% | −900−2.1% | 減碼 |
| Coerente Capital Management | 42,303 | $1,363 萬 | 2.49% | +112+0.3% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 42,282 | $1,363 萬 | 0.38% | −23,260−35.5% | 減碼 |
| Thompson Investment Management, Inc. | 42,192 | $1,360 萬 | 1.70% | −1,029−2.4% | 減碼 |
| Parcion Private Wealth LLC | 42,076 | $1,356 萬 | 0.82% | −229−0.5% | 減碼 |
| Chilton Investment Co LLC | 42,074 | $1,356 萬 | 0.28% | +1,980+4.9% | 加碼 |
| Nordwand Advisors, LLC | 42,053 | $1,355 萬 | 2.37% | −60−0.1% | 減碼 |
| Larson Financial Group LLC | 42,051 | $1,355 萬 | 0.45% | +1,695+4.2% | 加碼 |
| Trueblood Wealth Management, LLC | 42,035 | $1,354 萬 | 5.29% | −2,304−5.2% | 減碼 |
| Intesa Sanpaolo S.p.A. | 41,806 | $1,352 萬 | 0.87% | +41,806 | 新進 |
| Townsend Asset Management Corp | 41,960 | $1,352 萬 | 4.76% | −548−1.3% | 減碼 |
| First Western Trust Bank | 41,910 | $1,350 萬 | 0.66% | −514−1.2% | 減碼 |
| Financial Advisory Service, Inc. | 41,733 | $1,345 萬 | 0.87% | +2,095+5.3% | 加碼 |
| Providence Capital Advisors, LLC | 41,514 | $1,338 萬 | 2.25% | +325+0.8% | 加碼 |
| Kinneret Advisory, LLC | 41,506 | $1,337 萬 | 1.13% | −1,136−2.7% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 41,479 | $1,337 萬 | 0.46% | +2,962+7.7% | 加碼 |
| Kovack Advisors, Inc. | 41,382 | $1,333 萬 | 0.63% | +13,892+50.5% | 加碼 |
| McGinn Investment Management, Inc. | 41,275 | $1,330 萬 | 7.72% | +33+0.1% | 加碼 |
| Belpointe Asset Management LLC | 41,255 | $1,329 萬 | 0.48% | −5,207−11.2% | 減碼 |
| Strategic Planning Group, LLC | 41,195 | $1,327 萬 | 1.71% | +2,027+5.2% | 加碼 |
| Wealth Enhancement Trust Services, Inc. | 41,181 | $1,327 萬 | 1.68% | +41,181 | 新進 |
| First Nebraska Trust Co | 41,159 | $1,326 萬 | 1.21% | +248+0.6% | 加碼 |
| Valmark Advisers, Inc. | 41,132 | $1,325 萬 | 0.16% | +282+0.7% | 加碼 |
| Signal Advisors Wealth, LLC | 41,055 | $1,323 萬 | 1.05% | −415−1.0% | 減碼 |
| RBF Capital, LLC | 41,000 | $1,321 萬 | 0.60% | 00.0% | 不變 |
| XML Financial, LLC | 40,954 | $1,320 萬 | 1.08% | −1,917−4.5% | 減碼 |
| Csenge Advisory Group | 40,922 | $1,319 萬 | 0.60% | +1,371+3.5% | 加碼 |
| Ballast Advisors LLC | 40,840 | $1,316 萬 | 3.63% | −3,765−8.4% | 減碼 |
| SageView Advisory Group, LLC | 40,799 | $1,315 萬 | 0.44% | −3,191−7.3% | 減碼 |
| AlphaStar Capital Management, LLC | 40,650 | $1,310 萬 | 0.96% | +15,393+60.9% | 加碼 |
| Oxford Financial Group Ltd | 40,611 | $1,309 萬 | 0.72% | −688−1.7% | 減碼 |
| Citizens National Bank Trust Department | 40,517 | $1,306 萬 | 2.25% | +26+0.1% | 加碼 |
| Global Wealth Management Investment Advisory, Inc. | 40,432 | $1,303 萬 | 2.09% | +1,083+2.8% | 加碼 |
| Chronos Wealth Management, LLC | 40,354 | $1,300 萬 | 6.02% | −265−0.7% | 減碼 |
| American Money Management, LLC | 40,292 | $1,298 萬 | 2.04% | +757+1.9% | 加碼 |
| GW Henssler & Associates Ltd | 40,269 | $1,298 萬 | 0.62% | −653−1.6% | 減碼 |
| Icon Wealth Advisors, LLC | 40,402 | $1,296 萬 | 0.86% | +28+0.1% | 加碼 |
| Aaron Wealth Advisors | 40,218 | $1,296 萬 | 0.72% | +6,657+19.8% | 加碼 |
| Lathrop Investment Management Corp | 40,131 | $1,293 萬 | 2.35% | +40.0% | 加碼 |
| Anchor Investment Management, LLC | 40,130 | $1,293 萬 | 1.05% | −1,429−3.4% | 減碼 |
| Bridgewater Advisors Inc. | 42,789 | $1,292 萬 | 0.84% | −80−0.2% | 減碼 |
| Parkside Financial Bank & Trust | 40,100 | $1,292 萬 | 0.97% | +292+0.7% | 加碼 |
| Farmers & Merchants Trust Co of Long Beach | 40,096 | $1,292 萬 | 2.95% | −4,840−10.8% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 40,050 | $1,290 萬 | 0.89% | −591−1.5% | 減碼 |
| Baader Bank INC | 41,166 | $1,290 萬 | 1.07% | +8,646+26.6% | 加碼 |
| NBC Securities, Inc. | 39,968 | $1,288 萬 | 0.97% | −120−0.3% | 減碼 |
| Wetzel Investment Advisors, Inc. | 39,912 | $1,286 萬 | 5.21% | −450−1.1% | 減碼 |
| VestGen Advisors, LLC | 39,873 | $1,285 萬 | 0.55% | −35,858−47.3% | 減碼 |
| Legacy Trust | 39,814 | $1,283 萬 | 2.40% | +674+1.7% | 加碼 |
| Constitution Capital LLC | 39,784 | $1,282 萬 | 6.06% | +173+0.4% | 加碼 |
| Broadleaf Partners, LLC | 39,759 | $1,281 萬 | 2.70% | −21−0.1% | 減碼 |
| Atlantic Trust, LLC | 39,715 | $1,280 萬 | 2.01% | +2,986+8.1% | 加碼 |
| Empire Financial Management Company, LLC | 39,611 | $1,276 萬 | 2.77% | −338−0.8% | 減碼 |
| CX Institutional | 39,606 | $1,276 萬 | 0.38% | −3,218−7.5% | 減碼 |