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 |
|---|---|---|---|---|---|
| Compass Wealth Management LLC | 39,551 | $1,274 萬 | 3.18% | −1,426−3.5% | 減碼 |
| Asset Planning Services Inc | 39,537 | $1,274 萬 | 5.63% | −2,520−6.0% | 減碼 |
| IFG Advisory, LLC | 39,383 | $1,269 萬 | 0.55% | +1,975+5.3% | 加碼 |
| Redmond Asset Management, LLC | 39,378 | $1,269 萬 | 3.24% | −499−1.3% | 減碼 |
| Contravisory Investment Management, Inc. | 39,196 | $1,263 萬 | 2.50% | −1,750−4.3% | 減碼 |
| Bangor Savings Bank | 39,116 | $1,260 萬 | 1.01% | −4,009−9.3% | 減碼 |
| Strategic Advisors LLC | 39,093 | $1,260 萬 | 1.97% | +345+0.9% | 加碼 |
| Walter & Keenan Financial Consulting Co | 39,003 | $1,257 萬 | 3.37% | −869−2.2% | 減碼 |
| SevenBridge Financial Group, LLC | 41,734 | $1,256 萬 | 2.02% | −290−0.7% | 減碼 |
| Plan Group Financial, LLC | 38,974 | $1,256 萬 | 3.26% | +32,656+516.9% | 加碼 |
| Torray LLC | 38,859 | $1,252 萬 | 1.79% | 00.0% | 不變 |
| Beacon Financial Group | 38,730 | $1,248 萬 | 1.24% | −1,144−2.9% | 減碼 |
| WESPAC Advisors SoCal, LLC | 38,715 | $1,247 萬 | 2.52% | +203+0.5% | 加碼 |
| Arista Wealth Management, LLC | 38,622 | $1,244 萬 | 1.53% | −1,405−3.5% | 減碼 |
| Claro Advisors LLC | 38,609 | $1,244 萬 | 1.70% | −789−2.0% | 減碼 |
| Stablepoint Partners, LLC | 38,599 | $1,244 萬 | 1.94% | +167+0.4% | 加碼 |
| Evoke Wealth, LLC | 38,596 | $1,244 萬 | 0.24% | +1,344+3.6% | 加碼 |
| Security National Bank | 38,558 | $1,242 萬 | 1.78% | +61+0.2% | 加碼 |
| Fusion Capital, LLC | 38,526 | $1,241 萬 | 3.49% | −785−2.0% | 減碼 |
| WealthPlan Investment Management, LLC | 38,360 | $1,236 萬 | 0.79% | +2,242+6.2% | 加碼 |
| Lorne Steinberg Wealth Management Inc. | 38,356 | $1,236 萬 | 2.84% | −294−0.8% | 減碼 |
| Van Strum & Towne Inc. | 38,235 | $1,232 萬 | 3.45% | −403−1.0% | 減碼 |
| Greenwood Capital Associates LLC | 38,200 | $1,231 萬 | 1.34% | −916−2.3% | 減碼 |
| Frisch Financial Group, Inc. | 38,112 | $1,228 萬 | 2.75% | −118−0.3% | 減碼 |
| Hilton Capital Management, LLC | 38,072 | $1,227 萬 | 0.92% | +2,929+8.3% | 加碼 |
| Old Second National Bank of Aurora | 37,907 | $1,221 萬 | 2.44% | −436−1.1% | 減碼 |
| Mechanics Bank Trust Department | 37,751 | $1,216 萬 | 1.59% | −175−0.5% | 減碼 |
| Codex Capital Asset Management L.L.C. | 37,750 | $1,216 萬 | 4.42% | +3,500+10.2% | 加碼 |
| B & T Capital Management DBA Alpha Capital Management | 37,725 | $1,216 萬 | 1.71% | −706−1.8% | 減碼 |
| Harvey Capital Management Inc | 37,722 | $1,215 萬 | 2.59% | +5,020+15.4% | 加碼 |
| DT Investment Partners, LLC | 37,700 | $1,215 萬 | 1.01% | +260+0.7% | 加碼 |
| Bradley & Co. Private Wealth Management, LLC | 37,642 | $1,213 萬 | 6.50% | −1,367−3.5% | 減碼 |
| RMR Wealth Builders | 37,527 | $1,209 萬 | 0.97% | +1,204+3.3% | 加碼 |
| Mirabaud Asset Management Ltd | 43,931 | $1,208 萬 | 5.80% | −522−1.2% | 減碼 |
| Accurate Wealth Management, LLC | 36,670 | $1,207 萬 | 1.53% | −535−1.4% | 減碼 |
| Chemistry Wealth Management LLC | 37,387 | $1,205 萬 | 2.25% | −470−1.2% | 減碼 |
| Tradewinds, LLC. | 37,296 | $1,202 萬 | 2.87% | −3,699−9.0% | 減碼 |
| American Trust | 37,295 | $1,202 萬 | 1.01% | −30−0.1% | 減碼 |
| Boyd Watterson Asset Management LLC | 37,262 | $1,201 萬 | 3.47% | +47+0.1% | 加碼 |
| AlTi Global, Inc. | 37,170 | $1,198 萬 | 0.26% | −206−0.6% | 減碼 |
| Fulcrum Asset Management LLP | 36,815 | $1,191 萬 | 3.31% | −1,091−2.9% | 減碼 |
| Trustmark National Bank Trust Department | 36,951 | $1,191 萬 | 0.75% | +533+1.5% | 加碼 |
| Concord Investment Counsel Inc. | 36,948 | $1,191 萬 | 3.87% | −974−2.6% | 減碼 |
| Kettle Hill Capital Management, LLC | 36,936 | $1,190 萬 | 2.65% | +36,936 | 新進 |
| Systematic Alpha Investments, LLC | 36,804 | $1,186 萬 | 0.37% | 00.0% | 不變 |
| Sargent Investment Group, LLC | 36,792 | $1,186 萬 | 1.49% | +1,001+2.8% | 加碼 |
| Univest Financial Corp | 36,774 | $1,185 萬 | 0.63% | −653−1.7% | 減碼 |
| Private Trust Co NA | 36,757 | $1,184 萬 | 1.04% | −912−2.4% | 減碼 |
| Cavalier Investments, LLC | 36,648 | $1,181 萬 | 3.67% | +1,102+3.1% | 加碼 |
| BigSur Wealth Management LLC | 36,576 | $1,179 萬 | 2.86% | 00.0% | 不變 |
| Johnson Financial Group, Inc. | 36,575 | $1,179 萬 | 0.44% | −17,379−32.2% | 減碼 |
| Koshinski Asset Management, Inc. | 36,530 | $1,177 萬 | 0.76% | +1,445+4.1% | 加碼 |
| Tema ETFs LLC | 36,523 | $1,177 萬 | 0.91% | −386−1.0% | 減碼 |
| Commonwealth Retirement Investments LLC | 36,503 | $1,176 萬 | 3.79% | −29−0.1% | 減碼 |
| Cordatus Wealth Management LLC | 36,454 | $1,175 萬 | 2.72% | −107−0.3% | 減碼 |
| Howland Capital Management LLC | 36,447 | $1,174 萬 | 0.45% | +681+1.9% | 加碼 |
| DF Dent & Co Inc | 36,424 | $1,174 萬 | 0.17% | −98−0.3% | 減碼 |
| BCS Private Wealth Management, Inc. | 36,390 | $1,173 萬 | 4.01% | −2,203−5.7% | 減碼 |
| D L Carlson Investment Group Inc | 36,175 | $1,166 萬 | 1.97% | −716−1.9% | 減碼 |
| PFG Advisors | 36,018 | $1,161 萬 | 0.56% | −16,644−31.6% | 減碼 |
| Viking Fund Management LLC | 36,000 | $1,160 萬 | 1.34% | −3,000−7.7% | 減碼 |
| Laurel Oak Wealth Management, LLC | 35,827 | $1,154 萬 | 1.94% | +35,827 | 新進 |
| Coppell Advisory Solutions LLC | 35,673 | $1,154 萬 | 1.16% | +3,976+12.5% | 加碼 |
| Gluskin Sheff & Assoc Inc | 35,760 | $1,152 萬 | 1.60% | −1,892−5.0% | 減碼 |
| EverSource Wealth Advisors, LLC | 35,641 | $1,148 萬 | 0.42% | +1,418+4.1% | 加碼 |
| CFM Wealth Partners LLC | 35,580 | $1,146 萬 | 1.65% | +1,281+3.7% | 加碼 |
| Blue Fin Capital, Inc. | 35,573 | $1,146 萬 | 1.78% | −472−1.3% | 減碼 |
| Wealth Advisory Solutions, LLC | 35,547 | $1,145 萬 | 2.67% | −219−0.6% | 減碼 |
| HORAN Wealth, LLC | 35,497 | $1,144 萬 | 1.76% | +137+0.4% | 加碼 |
| Graves-Light Private Wealth Management, Inc. | 35,491 | $1,144 萬 | 1.21% | −2,090−5.6% | 減碼 |
| McBroom & Associates, LLC | 35,401 | $1,141 萬 | 5.54% | +147+0.4% | 加碼 |
| Werlinich Asset Management, LLC | 35,235 | $1,140 萬 | 5.62% | +38+0.1% | 加碼 |
| Journey Strategic Wealth LLC | 35,303 | $1,138 萬 | 0.30% | −366−1.0% | 減碼 |
| Gifford Fong Associates | 35,296 | $1,137 萬 | 2.27% | 00.0% | 不變 |
| Bogart Wealth, LLC | 35,233 | $1,135 萬 | 0.46% | +128+0.4% | 加碼 |
| Chicago Trust Co NA | 35,222 | $1,135 萬 | 1.77% | −2,612−6.9% | 減碼 |
| Alexander Labrunerie & Co., Inc. | 35,216 | $1,135 萬 | 4.11% | +31+0.1% | 加碼 |
| Paradiem, LLC | 35,174 | $1,133 萬 | 2.71% | 00.0% | 不變 |
| Rockline Wealth Management, LLC | 35,154 | $1,133 萬 | 2.31% | +858+2.5% | 加碼 |
| Resonant Capital Advisors, LLC | 35,033 | $1,129 萬 | 0.62% | −148−0.4% | 減碼 |
| Cantor Fitzgerald Investment Adviser L.P. | 34,967 | $1,127 萬 | 0.83% | −55,346−61.3% | 減碼 |
| Insigneo Advisory Services, LLC | 34,917 | $1,125 萬 | 0.81% | +1,143+3.4% | 加碼 |
| Profund Advisors LLC | 34,906 | $1,125 萬 | 0.34% | −7,512−17.7% | 減碼 |
| Augustine Asset Management Inc | 34,896 | $1,124 萬 | 2.25% | −58−0.2% | 減碼 |
| First National Bank of Mount Dora, Trust Investment Services | 34,726 | $1,119 萬 | 2.45% | −711−2.0% | 減碼 |
| Financial Strategies Group, Inc. | 33,431 | $1,119 萬 | 2.02% | +730+2.2% | 加碼 |
| Advocate Group LLC | 34,676 | $1,117 萬 | 1.81% | −4,790−12.1% | 減碼 |
| Nilsine Partners, LLC | 34,674 | $1,117 萬 | 0.97% | +560+1.6% | 加碼 |
| Gryphon Financial Partners LLC | 34,656 | $1,117 萬 | 1.19% | +4,873+16.4% | 加碼 |
| AdvisorNet Financial, Inc | 34,636 | $1,116 萬 | 0.59% | +119+0.3% | 加碼 |
| Ameritas Advisory Services, LLC | 34,433 | $1,110 萬 | 0.41% | +10,497+43.9% | 加碼 |
| Hodges Capital Management Inc. | 34,299 | $1,105 萬 | 0.95% | −93−0.3% | 減碼 |
| GM Advisory Group, Inc. | 34,211 | $1,102 萬 | 0.43% | +854+2.6% | 加碼 |
| Excalibur Management Corp | 34,131 | $1,100 萬 | 3.96% | −673−1.9% | 減碼 |
| West Branch Capital LLC | 34,037 | $1,097 萬 | 2.83% | +154+0.5% | 加碼 |
| Angeles Wealth Management, LLC | 33,940 | $1,094 萬 | 0.60% | +5,193+18.1% | 加碼 |
| Capital Investment Counsel, LLC | 33,926 | $1,093 萬 | 1.52% | +126+0.4% | 加碼 |
| Everpar Advisors LLC | 33,866 | $1,091 萬 | 4.05% | +906+2.7% | 加碼 |
| Capital Asset Advisory Services LLC | 32,607 | $1,091 萬 | 0.44% | −482−1.5% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 33,707 | $1,086 萬 | 0.50% | +280+0.8% | 加碼 |