JPMorgan Chase & Co
AMJB- 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 74 家機構在 13F 申報持有，市值合計 $4.33 億；沒有大師持有。
2026 年第 1 季 13F 持有人
JPMorgan Chase & Co 在 2026/3/31 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
- 71
- 較 2025 年第 4 季 +4 家
- 持有股數
- 1,232 萬
- 較 2025 年第 4 季 +385.9 萬 (+45.6%)
- 總市值
- $4.22 億
- 較 2025 年第 4 季 +$1.68 億 (+66.2%)
- 新進機構
- 8
- 另有 24 家加碼
- 清倉機構
- 4
- 另有 24 家減碼
另有 2 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 AMJB 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 | 74 | $4.33 億 |
| 2026 年第 1 季 | 71 | $4.22 億 |
| 2025 年第 4 季 | 69 | $3.64 億 |
| 2025 年第 3 季 | 58 | $3.48 億 |
| 2025 年第 2 季 | 58 | $3.70 億 |
| 2025 年第 1 季 | 63 | $4.27 億 |
| 2024 年第 4 季 | 54 | $4.55 億 |
| 2024 年第 3 季 | 60 | $4.39 億 |
| 2024 年第 2 季 | 57 | $4.96 億 |
| 2024 年第 1 季 | 2 | $1.15 億 |
| 2023 年第 4 季 | 0 | $0 |
| 2023 年第 3 季 | 0 | $0 |
| 2023 年第 2 季 | 0 | $0 |
| 2023 年第 1 季 | 0 | $0 |
| 2022 年第 4 季 | 0 | $0 |
| 2022 年第 3 季 | 0 | $0 |
| 2022 年第 2 季 | 0 | $0 |
| 2022 年第 1 季 | 0 | $0 |
| 2021 年第 4 季 | 0 | $0 |
| 2021 年第 3 季 | 0 | $0 |
| 2021 年第 2 季 | 0 | $0 |
| 2021 年第 1 季 | 0 | $0 |
2026 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| CIBC Bancorp USA Inc. | 3,707,220 | $1.28 億 | 0.17% | +3,707,220 | 新進 |
| JPMorgan Chase & Co | 2,161,023 | $7,579 萬 | 0.01% | −184,000−7.8% | 減碼 |
| Equitable Holdings, Inc. | 1,281,580 | $3,833 萬 | 0.25% | +85,520+7.2% | 加碼 |
| Keybank National Association | 594,755 | $2,056 萬 | 0.08% | −53,590−8.3% | 減碼 |
| LPL Financial LLC | 509,228 | $1,760 萬 | 0.00% | +7,238+1.4% | 加碼 |
| Osborne Partners Capital Management, LLC | 367,952 | $1,272 萬 | 0.67% | −677−0.2% | 減碼 |
| Warren Averett Asset Management, LLC | 353,743 | $1,223 萬 | 0.09% | −77,800−18.0% | 減碼 |
| Goldman Sachs Group Inc | 342,169 | $1,183 萬 | 0.00% | +14,231+4.3% | 加碼 |
| Nicolet Bankshares Inc | 330,377 | $1,132 萬 | 0.42% | +187,085+130.6% | 加碼 |
| Baird Financial Group, Inc. | 267,872 | $926.0 萬 | 0.01% | −12,159−4.3% | 減碼 |
| FF Advisors,LLC | 198,481 | $677.8 萬 | 2.75% | +22,383+12.7% | 加碼 |
| Vident Advisory, LLC | 194,118 | $671.1 萬 | 0.06% | +47,937+32.8% | 加碼 |
| MAI Capital Management | 171,537 | $593.0 萬 | 0.03% | −1,938−1.1% | 減碼 |
| Noesis Capital Mangement Corp | 156,522 | $541.1 萬 | 0.80% | −1,220−0.8% | 減碼 |
| Lake Street Financial LLC | 147,010 | $508.2 萬 | 0.65% | +2,200+1.5% | 加碼 |
| RPg Family Wealth Advisory, LLC | 120,578 | $416.8 萬 | 0.87% | +120,578 | 新進 |
| Risk Paradigm Group, LLC | 112,148 | $387.7 萬 | 3.31% | +11,075+11.0% | 加碼 |
| Everett Harris & Co | 98,745 | $341.4 萬 | 0.04% | −2,145−2.1% | 減碼 |
| United Capital Financial Advisers, LLC | 92,000 | $318.0 萬 | 0.02% | 00.0% | 不變 |
| Smallwood Wealth Investment Management, LLC | 91,902 | $317.7 萬 | 1.67% | −178−0.2% | 減碼 |
| Americana Partners, LLC | 70,982 | $245.4 萬 | 0.06% | +2,433+3.5% | 加碼 |
| Argyle Capital Partners, LLC | 70,604 | $244.1 萬 | 1.76% | −3,251−4.4% | 減碼 |
| My Personal CFO, LLC | 62,124 | $214.8 萬 | 0.94% | 00.0% | 不變 |
| UBS Group AG | 61,700 | $213.3 萬 | 0.00% | +61,232+13,083.8% | 加碼 |
| Morgan Stanley | 55,142 | $190.6 萬 | 0.00% | +220+0.4% | 加碼 |
| Hancock Whitney Corp | 47,005 | $169.9 萬 | 0.03% | −1,015−2.1% | 減碼 |
| Benchmark Financial, LLC | 48,750 | $168.5 萬 | 1.51% | +3,715+8.2% | 加碼 |
| HighTower Advisors, LLC | 46,777 | $161.7 萬 | 0.00% | +657+1.4% | 加碼 |
| Beckerman Institutional, LLC | 40,324 | $139.4 萬 | 0.74% | +1,699+4.4% | 加碼 |
| Wellspring Financial Advisors, LLC | 37,224 | $128.7 萬 | 0.10% | −476−1.3% | 減碼 |
| Regal Investment Advisors LLC | 34,838 | $120.4 萬 | 0.07% | +484+1.4% | 加碼 |
| IFP Advisors, Inc | 34,683 | $119.9 萬 | 0.02% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 34,313 | $118.6 萬 | 0.00% | +6,213+22.1% | 加碼 |
| Cura Wealth Advisors, LLC | 31,643 | $109.4 萬 | 0.49% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 27,884 | $96.4 萬 | 0.07% | −13,940−33.3% | 減碼 |
| Waystone Advisors LLC | 27,202 | $94.0 萬 | 0.84% | +5,558+25.7% | 加碼 |
| Commerce Bank | 25,620 | $88.6 萬 | 0.00% | −6,490−20.2% | 減碼 |
| Creative Planning | 24,575 | $85.0 萬 | 0.00% | −5,240−17.6% | 減碼 |
| Evoke Wealth, LLC | 21,841 | $75.5 萬 | 0.01% | +104+0.5% | 加碼 |
| Pacific Center for Financial Services | 19,790 | $68.4 萬 | 0.17% | +7,230+57.6% | 加碼 |
| Steward Partners Investment Advisory, LLC | 18,314 | $63.3 萬 | 0.00% | −1,292−6.6% | 減碼 |
| Bank of America Corp | – | $62.6 萬 | 0.00% | – | – |
| Cetera Investment Advisers | 17,381 | $60.1 萬 | 0.00% | +706+4.2% | 加碼 |
| Crestwood Advisors Group LLC | 14,913 | $51.6 萬 | 0.01% | −14,311−49.0% | 減碼 |
| Eagle Global Advisors LLC | 14,770 | $51.1 萬 | 0.02% | 00.0% | 不變 |
| North Capital, Inc. | 12,772 | $44.2 萬 | 0.37% | −36−0.3% | 減碼 |
| Raymond James Financial Inc | 12,589 | $43.5 萬 | 0.00% | +82+0.7% | 加碼 |
| Covenant Asset Management, LLC | 10,955 | $37.9 萬 | 0.08% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 9,946 | $34.4 萬 | 0.00% | −284−2.8% | 減碼 |
| Northwestern Mutual Wealth Management Co | 9,051 | $31.3 萬 | 0.00% | 00.0% | 不變 |
| Cresset Asset Management, LLC | 8,785 | $30.4 萬 | 0.00% | 00.0% | 不變 |
| Private Capital Management, LLC | 7,733 | $26.7 萬 | 0.03% | −119−1.5% | 減碼 |
| AQR Capital Management LLC | 7,572 | $26.2 萬 | 0.00% | −1,952−20.5% | 減碼 |
| Mariner, LLC | 7,430 | $25.7 萬 | 0.00% | +43+0.6% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 7,231 | $24.8 萬 | 0.00% | −6,218−46.2% | 減碼 |
| Parallel Advisors, LLC | 6,280 | $21.7 萬 | 0.00% | +1,220+24.1% | 加碼 |
| GWM Advisors LLC | 6,055 | $20.9 萬 | 0.00% | +6,055 | 新進 |
| Chilton Capital Management LLC | 5,194 | $18.0 萬 | 0.01% | +5,194 | 新進 |
| Avalon Trust Co | 4,945 | $17.1 萬 | 0.01% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 4,444 | $15.4 萬 | 0.00% | +35+0.8% | 加碼 |
| Elequin Capital LP | 3,427 | $11.8 萬 | 0.01% | 00.0% | 不變 |
| Montag A & Associates Inc | 2,000 | $6.91 萬 | 0.00% | 00.0% | 不變 |
| Wells Fargo & Company | 1,901 | $6.57 萬 | 0.00% | −853−31.0% | 減碼 |
| Rockefeller Capital Management L.P. | 1,407 | $4.86 萬 | 0.00% | +1,407 | 新進 |
| Boyd Watterson Asset Management LLC | 943 | $3.26 萬 | 0.01% | 00.0% | 不變 |
| Private Trust Co NA | 858 | $2.97 萬 | 0.00% | 00.0% | 不變 |
| Royal Bank of Canada | 627 | $2.20 萬 | 0.00% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 516 | $1.78 萬 | 0.00% | +516 | 新進 |
| Harbour Investments, Inc. | 348 | $1.20 萬 | 0.00% | −11−3.1% | 減碼 |
| Wolff Wiese Magana LLC | 35 | $1,210 | 0.00% | +35 | 新進 |
| Pinnacle Wealth Planning Services, Inc. | 20 | $691 | 0.00% | +20 | 新進 |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −40,567−100.0% | 清倉 |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −13,348−100.0% | 清倉 |
| Ethos Capital Management, Inc. | 0 | $0 | 0.00% | −8,449−100.0% | 清倉 |
| US Bancorp | 0 | $0 | 0.00% | −20−100.0% | 清倉 |
| CIBC Private Wealth Group, LLC | – | – | – | – | 本季未申報 |
| David Loasby | – | – | – | – | 本季未申報 |