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 |
|---|---|---|---|---|---|
| Cottage Street Advisors LLC | 30,184 | $972.6 萬 | 4.11% | −1,943−6.0% | 減碼 |
| William B. Walkup & Associates, Inc. | 30,147 | $971.4 萬 | 5.32% | −412−1.3% | 減碼 |
| Cove Private Wealth, LLC | 30,081 | $969.3 萬 | 2.89% | +1,676+5.9% | 加碼 |
| Concord Wealth Partners | 30,031 | $967.7 萬 | 1.26% | +833+2.9% | 加碼 |
| Oak Family Advisors, LLC | 30,023 | $967.4 萬 | 2.96% | +299+1.0% | 加碼 |
| Allen Holding Inc | 30,000 | $966.7 萬 | 0.92% | 00.0% | 不變 |
| Graham Capital Management, L.P. | 30,000 | $966.7 萬 | 0.33% | +7,500+33.3% | 加碼 |
| Stone Point Wealth LLC | 29,930 | $964.4 萬 | 2.62% | −1,073−3.5% | 減碼 |
| Covington Investment Advisors Inc. | 29,898 | $963.4 萬 | 1.32% | −2,293−7.1% | 減碼 |
| R.m.sincerbeaux Capital Management LLC | 29,870 | $962.5 萬 | 5.38% | 00.0% | 不變 |
| MidWestOne Financial Group, Inc. | 29,866 | $962.3 萬 | 1.07% | −449−1.5% | 減碼 |
| CoreCap Advisors, LLC | 29,865 | $962.3 萬 | 0.34% | +851+2.9% | 加碼 |
| Private Wealth Asset Management, LLC | 29,739 | $958.3 萬 | 1.04% | +193+0.7% | 加碼 |
| Supplemental Annuity Collective Trust of NJ | 29,700 | $957.0 萬 | 2.47% | 00.0% | 不變 |
| Baugh & Associates, LLC | 31,512 | $955.9 萬 | 4.70% | −993−3.1% | 減碼 |
| Grove Bank & Trust | 29,649 | $955.4 萬 | 1.07% | −20.0% | 減碼 |
| Wealth Effects LLC | 29,572 | $952.9 萬 | 2.98% | −117−0.4% | 減碼 |
| Spirepoint Private Client, LLC | 29,562 | $952.5 萬 | 0.91% | +3,449+13.2% | 加碼 |
| BBR Partners, LLC | 29,556 | $952.4 萬 | 0.51% | −111−0.4% | 減碼 |
| Argyle Capital Management Inc. | 29,554 | $952.3 萬 | 3.18% | −150−0.5% | 減碼 |
| Guardian Wealth Advisors, LLC | 29,491 | $950.3 萬 | 0.60% | +233+0.8% | 加碼 |
| Hall Capital Management Co Inc | 29,471 | $949.6 萬 | 3.67% | −190−0.6% | 減碼 |
| Cumberland Partners Ltd | 29,427 | $948.2 萬 | 0.58% | +16,913+135.2% | 加碼 |
| RDA Financial Network | 29,407 | $947.6 萬 | 2.28% | −518−1.7% | 減碼 |
| Checchi Capital Advisers, LLC | 29,404 | $947.4 萬 | 0.64% | −1,082−3.5% | 減碼 |
| Paradigm Asset Management Co LLC | 29,391 | $947.0 萬 | 2.19% | −1,900−6.1% | 減碼 |
| Patient Capital Management, LLC | 29,379 | $946.7 萬 | 0.37% | 00.0% | 不變 |
| McDonald Partners LLC | 29,368 | $946.4 萬 | 2.98% | −1,587−5.1% | 減碼 |
| Marietta Investment Partners LLC | 29,301 | $944.1 萬 | 1.87% | +528+1.8% | 加碼 |
| Hamilton Point Investment Advisors, LLC | 29,257 | $942.7 萬 | 1.43% | +393+1.4% | 加碼 |
| Campbell & CO Investment Adviser LLC | 29,196 | $940.8 萬 | 0.45% | +29,196 | 新進 |
| Ironwood Investment Counsel, LLC | 29,184 | $940.4 萬 | 1.31% | −217−0.7% | 減碼 |
| Platform Technology Partners | 29,102 | $937.7 萬 | 2.00% | +349+1.2% | 加碼 |
| RPg Family Wealth Advisory, LLC | 29,070 | $936.7 萬 | 2.06% | −267−0.9% | 減碼 |
| Archford Capital Strategies, LLC | 29,033 | $935.5 萬 | 1.09% | −103−0.4% | 減碼 |
| Ameritas Investment Partners, Inc. | 29,027 | $935.3 萬 | 0.28% | −914−3.1% | 減碼 |
| MSH Capital Advisors LLC | 29,000 | $934.4 萬 | 2.00% | +3,078+11.9% | 加碼 |
| Shelter Mutual Insurance Co | 29,000 | $934.4 萬 | 2.08% | 00.0% | 不變 |
| Avestar Capital, LLC | 28,974 | $933.6 萬 | 0.64% | −474−1.6% | 減碼 |
| Ami Investment Management Inc | 28,969 | $933.5 萬 | 2.10% | +992+3.5% | 加碼 |
| Connecticut Wealth Management, LLC | 28,948 | $932.8 萬 | 0.41% | +1,036+3.7% | 加碼 |
| Ausdal Financial Partners, Inc. | 28,948 | $932.8 萬 | 0.43% | −2,571−8.2% | 減碼 |
| Schmidt P J Investment Management Inc | 28,914 | $931.7 萬 | 1.52% | +578+2.0% | 加碼 |
| High Note Wealth, LLC | 28,890 | $930.9 萬 | 1.82% | +226+0.8% | 加碼 |
| Texas Bank & Trust Co | 28,833 | $929.1 萬 | 3.38% | −48−0.2% | 減碼 |
| Little House Capital LLC | 28,824 | $928.8 萬 | 2.33% | +802+2.9% | 加碼 |
| Herold Advisors, Inc. | 28,817 | $928.5 萬 | 2.07% | −196−0.7% | 減碼 |
| MV Capital Management, Inc. | 28,786 | $927.5 萬 | 0.89% | +365+1.3% | 加碼 |
| Zevenbergen Capital Investments LLC | 28,748 | $926.3 萬 | 0.21% | −350−1.2% | 減碼 |
| Simon Quick Advisors, LLC | 28,746 | $926.3 萬 | 0.40% | −861−2.9% | 減碼 |
| Hillsdale Investment Management Inc. | 28,735 | $925.9 萬 | 0.26% | +1,143+4.1% | 加碼 |
| Pathway Financial Advisers, LLC | 28,725 | $925.6 萬 | 2.68% | −423−1.5% | 減碼 |
| Lauterbach Financial Advisors, LLC | 28,651 | $923.2 萬 | 4.52% | +30+0.1% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 28,636 | $922.7 萬 | 1.10% | +1,648+6.1% | 加碼 |
| Boyer & Corporon Wealth Management, LLC | 28,633 | $922.6 萬 | 2.76% | −6,096−17.6% | 減碼 |
| Socorro Asset Management LP | 28,604 | $921.7 萬 | 3.57% | +335+1.2% | 加碼 |
| Parisi Gray Wealth Management | 28,572 | $920.6 萬 | 2.09% | −115−0.4% | 減碼 |
| Addison Capital Co | 28,568 | $920.5 萬 | 2.30% | −1,141−3.8% | 減碼 |
| Hartford Financial Management Inc. | 28,550 | $920.0 萬 | 2.39% | −256−0.9% | 減碼 |
| MTM Investment Management, LLC | 28,527 | $919.2 萬 | 2.93% | +16+0.1% | 加碼 |
| Marino, Stram & Associates LLC | 28,521 | $919.0 萬 | 1.66% | −1,878−6.2% | 減碼 |
| SeaBridge Investment Advisors LLC | 28,516 | $918.8 萬 | 1.52% | −772−2.6% | 減碼 |
| IFC Advisors LLC | 28,487 | $917.9 萬 | 1.34% | +471+1.7% | 加碼 |
| Amarillo National Bank | 28,486 | $917.9 萬 | 1.61% | −879−3.0% | 減碼 |
| Concorde Financial Corp | 29,099 | $916.2 萬 | 7.10% | −644−2.2% | 減碼 |
| HGK Asset Management Inc | 28,430 | $916.1 萬 | 1.36% | −2,059−6.8% | 減碼 |
| Klingman & Associates, LLC | 28,403 | $915.2 萬 | 0.44% | −198−0.7% | 減碼 |
| Sava Infond d.o.o. | 28,395 | $914.9 萬 | 1.24% | −1,780−5.9% | 減碼 |
| RB Capital Management, LLC | 28,394 | $914.9 萬 | 1.86% | +275+1.0% | 加碼 |
| Essex Savings Bank | 28,360 | $913.8 萬 | 1.98% | +289+1.0% | 加碼 |
| Lincoln Capital LLC | 28,301 | $911.9 萬 | 1.65% | −82−0.3% | 減碼 |
| Red Cedar Investment Management, LLC | 28,289 | $911.5 萬 | 0.98% | 00.0% | 不變 |
| Act Two Investors LLC | 28,287 | $911.5 萬 | 1.64% | 00.0% | 不變 |
| Violich Capital Management, Inc. | 28,265 | $910.8 萬 | 1.02% | +7,090+33.5% | 加碼 |
| United Bank | 28,235 | $909.8 萬 | 3.08% | +131+0.5% | 加碼 |
| Brooks, Moore & Associates, Inc. | 28,228 | $909.6 萬 | 4.47% | +100.0% | 加碼 |
| Sompo Asset Management Co., Ltd. | 28,193 | $908.4 萬 | 1.56% | −1,610−5.4% | 減碼 |
| Creegan & Nassoura Financial Group, LLC | 28,090 | $905.1 萬 | 5.88% | −668−2.3% | 減碼 |
| Avaii Wealth Management, LLC | 28,058 | $904.1 萬 | 3.28% | +1,298+4.9% | 加碼 |
| Trifecta Capital Advisors, LLC | 28,057 | $904.1 萬 | 1.34% | +756+2.8% | 加碼 |
| Smithfield Trust Co | 27,946 | $900.8 萬 | 0.40% | +1,483+5.6% | 加碼 |
| Argent Advisors, Inc. | 27,923 | $899.7 萬 | 2.51% | −273−1.0% | 減碼 |
| AssuredPartners Investment Advisors, LLC | 27,915 | $899.5 萬 | 1.34% | +1,868+7.2% | 加碼 |
| Algert Global LLC | 27,872 | $898.1 萬 | 0.14% | +3,754+15.6% | 加碼 |
| Scissortail Wealth Management, LLC | 27,868 | $898.0 萬 | 2.05% | −93−0.3% | 減碼 |
| Coastline Trust Co | 27,813 | $896.2 萬 | 0.84% | +6,447+30.2% | 加碼 |
| Capital Performance Advisors LLP | 27,812 | $896.2 萬 | 0.64% | +17,572+171.6% | 加碼 |
| Drucker Wealth 3.0, LLC | 27,808 | $896.0 萬 | 1.58% | −712−2.5% | 減碼 |
| BNC Wealth Management, LLC | 27,803 | $895.9 萬 | 2.30% | +618+2.3% | 加碼 |
| Diversified Enterprises, LLC | 27,636 | $890.5 萬 | 0.53% | +5,596+25.4% | 加碼 |
| tru Independence LLC | 27,606 | $889.5 萬 | 2.24% | −647−2.3% | 減碼 |
| Compton Wealth Advisory Group, LLC | 27,599 | $889.3 萬 | 1.94% | −200−0.7% | 減碼 |
| Relyea Zuckerberg Hanson LLC | 27,562 | $888.1 萬 | 0.90% | −226−0.8% | 減碼 |
| Manhattan West Asset Management, LLC | 27,520 | $886.8 萬 | 1.81% | −817−2.9% | 減碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 27,483 | $885.6 萬 | 2.67% | −977−3.4% | 減碼 |
| Stamos Capital Partners, L.P. | 27,443 | $884.3 萬 | 1.42% | +1,294+4.9% | 加碼 |
| Permanens Capital L.P. | 27,436 | $884.0 萬 | 1.15% | +6,315+29.9% | 加碼 |
| MSA Advisors, LLC | 27,350 | $881.3 萬 | 2.21% | −3,850−12.3% | 減碼 |
| Lineweaver Wealth Advisors, LLC | 27,336 | $880.8 萬 | 1.20% | +1,687+6.6% | 加碼 |
| Romano Brothers and Company | 27,292 | $879.4 萬 | 1.00% | −427−1.5% | 減碼 |