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 |
|---|---|---|---|---|---|
| Nikulski Financial, Inc. | 33,684 | $1,085 萬 | 2.59% | −221−0.7% | 減碼 |
| Fideuram Asset Management (Ireland) dac | 41,155 | $1,085 萬 | 0.87% | +41,155 | 新進 |
| Columbia Asset Management | 33,662 | $1,085 萬 | 1.93% | −689−2.0% | 減碼 |
| Pegasus Asset Management, Inc. | 33,659 | $1,085 萬 | 3.34% | +281+0.8% | 加碼 |
| Paradigm Financial Partners, LLC | 33,654 | $1,084 萬 | 1.09% | −761−2.2% | 減碼 |
| Legacy Financial Advisors, Inc. | 33,564 | $1,082 萬 | 1.50% | −671−2.0% | 減碼 |
| Somerset Trust Co | 33,531 | $1,080 萬 | 3.31% | −662−1.9% | 減碼 |
| Clarity Wealth Advisors, LLC | 33,495 | $1,079 萬 | 2.20% | −116−0.3% | 減碼 |
| Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust | 33,485 | $1,079 萬 | 2.89% | +33,485 | 新進 |
| Bill Few Associates, Inc. | 33,484 | $1,079 萬 | 2.66% | +614+1.9% | 加碼 |
| Founders Capital Management | 33,474 | $1,079 萬 | 5.60% | −711−2.1% | 減碼 |
| Rehmann Capital Advisory Group | 33,366 | $1,075 萬 | 0.56% | −101−0.3% | 減碼 |
| Berkshire Bank | 33,366 | $1,075 萬 | 2.18% | −1,608−4.6% | 減碼 |
| Stonebridge Financial Group, LLC | 33,362 | $1,075 萬 | 0.92% | +6,363+23.6% | 加碼 |
| Sandhill Capital Partners LLC | 33,274 | $1,072 萬 | 0.76% | −1,663−4.8% | 減碼 |
| Essex LLC | 33,236 | $1,071 萬 | 1.90% | +576+1.8% | 加碼 |
| Philadelphia Trust Co | 33,224 | $1,071 萬 | 0.74% | −685−2.0% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 33,111 | $1,067 萬 | 0.33% | −2,796−7.8% | 減碼 |
| Simplicity Wealth,LLC | 33,093 | $1,066 萬 | 0.64% | −1,605−4.6% | 減碼 |
| RFG Advisory, LLC | 33,060 | $1,065 萬 | 0.20% | +1,190+3.7% | 加碼 |
| Boston Research & Management Inc | 33,056 | $1,065 萬 | 2.42% | −1,479−4.3% | 減碼 |
| Kentucky Farm Bureau Mutual Insurance Co | 33,000 | $1,063 萬 | 2.87% | 00.0% | 不變 |
| Inspire Trust Co, N.A. | 33,000 | $1,063 萬 | 1.74% | +2,300+7.5% | 加碼 |
| Integrity Alliance, LLC. | 32,981 | $1,063 萬 | 0.39% | +16,535+100.5% | 加碼 |
| GeoWealth Management, LLC | 32,907 | $1,060 萬 | 0.39% | −1,414−4.1% | 減碼 |
| Focus Financial Network, Inc. | 32,900 | $1,060 萬 | 0.37% | +659+2.0% | 加碼 |
| Occidental Asset Management, LLC | 32,887 | $1,060 萬 | 1.27% | +2,177+7.1% | 加碼 |
| Bell & Brown Wealth Advisors, LLC | 32,798 | $1,057 萬 | 3.40% | −740−2.2% | 減碼 |
| 1248 Management, LLC | 32,729 | $1,055 萬 | 5.64% | −541−1.6% | 減碼 |
| Citizens Business Bank | 32,700 | $1,054 萬 | 1.74% | +825+2.6% | 加碼 |
| New Hampshire Trust | 32,486 | $1,047 萬 | 2.04% | −1,220−3.6% | 減碼 |
| New Republic Capital, LLC | 32,484 | $1,047 萬 | 2.79% | −51,611−61.4% | 減碼 |
| Guyasuta Investment Advisors Inc | 32,475 | $1,046 萬 | 0.60% | +1,664+5.4% | 加碼 |
| Stony Point Wealth Management Inc. | 32,449 | $1,046 萬 | 3.91% | −889−2.7% | 減碼 |
| Change Path, LLC | 32,365 | $1,043 萬 | 0.25% | −396−1.2% | 減碼 |
| Brick & Kyle, Associates | 32,317 | $1,041 萬 | 3.69% | −369−1.1% | 減碼 |
| Leuthold Group, LLC | 32,188 | $1,037 萬 | 1.12% | +225+0.7% | 加碼 |
| Beutel, Goodman & Co Ltd. | 32,125 | $1,035 萬 | 0.06% | 00.0% | 不變 |
| First Business Financial Services, Inc. | 32,107 | $1,035 萬 | 0.95% | +524+1.7% | 加碼 |
| Soltis Investment Advisors LLC | 32,099 | $1,034 萬 | 0.68% | +1,820+6.0% | 加碼 |
| NTV Asset Management LLC | 32,095 | $1,034 萬 | 1.10% | +117+0.4% | 加碼 |
| Udine Wealth Management, Inc. | 31,989 | $1,031 萬 | 4.87% | +915+2.9% | 加碼 |
| Golden State Equity Partners | 31,901 | $1,028 萬 | 1.66% | +697+2.2% | 加碼 |
| Kepler Cheuvreux (Suisse) SA | 31,888 | $1,027 萬 | 0.58% | +20,169+172.1% | 加碼 |
| Diversify Wealth Management, LLC | 32,955 | $1,025 萬 | 0.48% | +933+2.9% | 加碼 |
| Arjuna Capital | 31,773 | $1,024 萬 | 2.51% | −424−1.3% | 減碼 |
| Qtron Investments LLC | 31,766 | $1,024 萬 | 1.33% | −3,596−10.2% | 減碼 |
| Indiana Trust & Investment Management CO | 31,765 | $1,024 萬 | 3.02% | +827+2.7% | 加碼 |
| Bedel Financial Consulting, Inc. | 31,717 | $1,022 萬 | 1.10% | +338+1.1% | 加碼 |
| Triasima Portfolio Management inc. | 31,715 | $1,022 萬 | 1.53% | +3,223+11.3% | 加碼 |
| Alpha Omega Wealth Management LLC | 31,587 | $1,018 萬 | 1.69% | −1,330−4.0% | 減碼 |
| Hoey Investments, Inc | 31,581 | $1,018 萬 | 1.38% | +579+1.9% | 加碼 |
| Lee Danner & Bass Inc | 31,502 | $1,015 萬 | 0.73% | +2,613+9.0% | 加碼 |
| Cooper Capital Advisors LLC | 31,399 | $1,012 萬 | 6.37% | +97+0.3% | 加碼 |
| Dynasty Wealth Management, LLC | 31,385 | $1,011 萬 | 0.10% | +2,728+9.5% | 加碼 |
| Lake Street Financial LLC | 31,320 | $1,009 萬 | 1.23% | −675−2.1% | 減碼 |
| Charles Schwab Trust Co | 31,317 | $1,009 萬 | 0.66% | −137−0.4% | 減碼 |
| Ransom Advisory, Ltd | 31,306 | $1,009 萬 | 3.97% | +227+0.7% | 加碼 |
| Exencial Wealth Advisors, LLC | 31,296 | $1,008 萬 | 0.32% | +853+2.8% | 加碼 |
| Diversify Advisory Services, LLC | 32,263 | $1,008 萬 | 0.32% | −1,237−3.7% | 減碼 |
| Mitchell McLeod Pugh & Williams Inc | 31,231 | $1,007 萬 | 1.44% | −523−1.6% | 減碼 |
| Trust Asset Management LLC | 31,213 | $1,006 萬 | 0.69% | −1,211−3.7% | 減碼 |
| Chemung Canal Trust Co | 31,212 | $1,006 萬 | 1.99% | −1,079−3.3% | 減碼 |
| Arete Wealth Advisors, LLC | 31,209 | $1,006 萬 | 0.70% | −7,720−19.8% | 減碼 |
| WealthShield Partners, LLC | 31,164 | $1,004 萬 | 1.11% | −242−0.8% | 減碼 |
| Field & Main Bank | 31,122 | $1,003 萬 | 2.89% | +20+0.1% | 加碼 |
| Argentarii, LLC | 31,110 | $1,002 萬 | 3.38% | +5,155+19.9% | 加碼 |
| First Interstate Bank | 31,110 | $1,002 萬 | 0.54% | −550−1.7% | 減碼 |
| HCR Wealth Advisors | 31,078 | $1,001 萬 | 0.99% | +416+1.4% | 加碼 |
| Kestra Investment Management, LLC | 31,049 | $1,000 萬 | 0.24% | −2,066−6.2% | 減碼 |
| Earnest Partners LLC | 31,004 | $999.0 萬 | 0.04% | −6,456−17.2% | 減碼 |
| Advanced Asset Management Advisors Inc | 30,977 | $998.1 萬 | 2.73% | −7,300−19.1% | 減碼 |
| Ironvine Capital Partners, LLC | 30,971 | $997.9 萬 | 1.00% | 00.0% | 不變 |
| Sentinel Trust Co Lba | 30,893 | $995.4 萬 | 0.98% | +40.0% | 加碼 |
| Abbot Financial Management, Inc. | 30,884 | $995.2 萬 | 4.13% | +351+1.1% | 加碼 |
| Founders Financial Alliance, LLC | 30,854 | $994.2 萬 | 1.88% | +2,600+9.2% | 加碼 |
| Westco Advisory Services Inc | 30,850 | $994.0 萬 | 6.11% | +30,850 | 新進 |
| Brown Shipley& Co Ltd | 30,819 | $993.0 萬 | 5.31% | −1,318−4.1% | 減碼 |
| Mission Creek Capital Partners, Inc. | 51,819 | $991.4 萬 | 2.00% | +204+0.4% | 加碼 |
| Summerhill Capital Management lnc. | 30,746 | $990.7 萬 | 9.15% | +55+0.2% | 加碼 |
| Asset Dedication, LLC | 30,744 | $990.6 萬 | 0.65% | −897−2.8% | 減碼 |
| Hi-Line Capital Management, LLC | 30,698 | $989.2 萬 | 3.29% | +1,757+6.1% | 加碼 |
| Washington Trust Advisors, Inc. | 30,693 | $989.0 萬 | 0.76% | −188−0.6% | 減碼 |
| DLK Investment Management, LLC | 30,591 | $985.7 萬 | 3.67% | −185−0.6% | 減碼 |
| Mandatum Life Insurance Co Ltd | 30,502 | $982.8 萬 | 2.24% | 00.0% | 不變 |
| Owen LaRue, LLC | 30,478 | $982.1 萬 | 3.74% | −405−1.3% | 減碼 |
| Hixon Zuercher, LLC | 30,431 | $980.5 萬 | 2.97% | +161+0.5% | 加碼 |
| Great Lakes Retirement, Inc. | 30,423 | $980.3 萬 | 1.02% | +549+1.8% | 加碼 |
| Chapin Davis, Inc. | 30,392 | $979.3 萬 | 2.30% | −1,883−5.8% | 減碼 |
| Heritage Wealth Management, Inc. | 30,392 | $979.3 萬 | 2.72% | −672−2.2% | 減碼 |
| Meiji Yasuda Life Insurance Co | 30,358 | $978.2 萬 | 0.28% | −468−1.5% | 減碼 |
| Milestone Asset Management, LLC | 30,339 | $977.6 萬 | 1.84% | +11,654+62.4% | 加碼 |
| Phillips Financial Management, LLC | 30,313 | $976.7 萬 | 0.63% | +119+0.4% | 加碼 |
| Bank of Hawaii | 30,277 | $975.6 萬 | 0.48% | −6,192−17.0% | 減碼 |
| JT Stratford LLC | 30,272 | $975.4 萬 | 1.25% | +5,738+23.4% | 加碼 |
| DCM Advisors, LLC | 30,247 | $974.6 萬 | 4.05% | 00.0% | 不變 |
| E&G Advisors, LP | 30,280 | $973.5 萬 | 2.18% | −893−2.9% | 減碼 |
| Union Heritage Capital, LLC | 30,205 | $973.3 萬 | 3.30% | 00.0% | 不變 |
| Patten Group, Inc. | 30,203 | $973.2 萬 | 1.80% | +105+0.3% | 加碼 |
| White Pine Investment CO | 30,187 | $972.7 萬 | 2.29% | −1,562−4.9% | 減碼 |