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 5,157 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 1 季 13F 持有人
JPMorgan Chase & Co 在 2025/3/31 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
- 4,680
- 較 2024 年第 4 季 +77 家
- 持有股數
- 20.2 億
- 較 2024 年第 4 季 −614.0 萬 (−0.3%)
- 總市值
- $4,946 億
- 較 2024 年第 4 季 +$99.1 億 (+2.0%)
- 新進機構
- 207
- 另有 1,874 家加碼
- 清倉機構
- 130
- 另有 2,141 家減碼
另有 77 家機構在 2024 年第 4 季持有、還沒有申報 2025 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 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 | 5,157 | $6,437 億 |
| 2026 年第 1 季 | 5,103 | $5,721 億 |
| 2025 年第 4 季 | 5,155 | $6,395 億 |
| 2025 年第 3 季 | 4,766 | $6,180 億 |
| 2025 年第 2 季 | 4,753 | $5,824 億 |
| 2025 年第 1 季 | 4,680 | $4,946 億 |
| 2024 年第 4 季 | 4,680 | $4,900 億 |
| 2024 年第 3 季 | 4,216 | $4,294 億 |
| 2024 年第 2 季 | 4,182 | $4,162 億 |
| 2024 年第 1 季 | 4,121 | $4,145 億 |
| 2023 年第 4 季 | 4,002 | $3,518 億 |
| 2023 年第 3 季 | 3,711 | $2,970 億 |
| 2023 年第 2 季 | 3,673 | $2,976 億 |
| 2023 年第 1 季 | 3,613 | $2,663 億 |
| 2022 年第 4 季 | 3,629 | $2,783 億 |
| 2022 年第 3 季 | 3,396 | $2,129 億 |
| 2022 年第 2 季 | 3,428 | $2,293 億 |
| 2022 年第 1 季 | 3,520 | $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 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 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Outlook Wealth Advisors, LLC | 3,279 | $80.5 萬 | 0.22% | −106−3.1% | 減碼 |
| Mullooly Asset Management, Inc. | 3,283 | $80.5 萬 | 0.37% | +3,283 | 新進 |
| Cascade Investment Advisors, Inc. | 3,283 | $80.5 萬 | 0.54% | −175−5.1% | 減碼 |
| ZRC Wealth Management, LLC | 3,287 | $80.6 萬 | 0.35% | −13−0.4% | 減碼 |
| Capital Advantage, Inc. | 3,368 | $80.7 萬 | 0.15% | 00.0% | 不變 |
| First Community Trust NA | 3,292 | $80.8 萬 | 0.71% | −35−1.1% | 減碼 |
| Fairtree Asset Management (Pty) Ltd | 3,293 | $80.8 萬 | 0.65% | +3,293 | 新進 |
| A. D. Beadell Investment Counsel, Inc. | 3,305 | $81.0 萬 | 0.67% | −383−10.4% | 減碼 |
| Abound Wealth Management | 3,304 | $81.1 萬 | 0.27% | −5−0.2% | 減碼 |
| RBA Wealth Management, LLC | 3,305 | $81.1 萬 | 0.32% | −140−4.1% | 減碼 |
| Ackerman Capital Advisors, LLC | 3,306 | $81.1 萬 | 0.21% | +179+5.7% | 加碼 |
| Integrity Financial Corp | 3,314 | $81.3 萬 | 0.46% | +516+18.4% | 加碼 |
| Market Street Wealth Management Advisors LLC | 3,317 | $81.4 萬 | 0.14% | +256+8.4% | 加碼 |
| Morris Retirement Advisors, LLC | 3,319 | $81.4 萬 | 0.43% | −1,116−25.2% | 減碼 |
| TCM Advisors, LLC | – | $81.6 萬 | 0.71% | – | – |
| Cable Hill Partners, LLC | 3,343 | $81.8 萬 | 0.08% | +580+21.0% | 加碼 |
| Operose Advisors LLC | 3,335 | $81.8 萬 | 0.27% | +621+22.9% | 加碼 |
| Aua Capital Management, LLC | 3,341 | $82.0 萬 | 0.53% | 00.0% | 不變 |
| Persium Advisors, LLC | 3,347 | $82.1 萬 | 0.78% | −119−3.4% | 減碼 |
| First Pacific Financial | 3,349 | $82.2 萬 | 0.17% | +297+9.7% | 加碼 |
| Vance Wealth, Inc. | 3,351 | $82.2 萬 | 0.31% | +459+15.9% | 加碼 |
| LongView Wealth Management | 3,353 | $82.2 萬 | 0.25% | −225−6.3% | 減碼 |
| Pacific Center for Financial Services | 3,354 | $82.3 萬 | 0.22% | +3+0.1% | 加碼 |
| Forefront Analytics, LLC | 3,360 | $82.4 萬 | 0.95% | +15+0.4% | 加碼 |
| Postrock Partners LLC | 3,362 | $82.5 萬 | 0.41% | 00.0% | 不變 |
| Altus Wealth Management, LLC | 3,373 | $82.7 萬 | 0.39% | +6+0.2% | 加碼 |
| Laraway Financial Inc | 3,373 | $82.7 萬 | 0.66% | 00.0% | 不變 |
| Bank & Trust Co | 3,381 | $82.9 萬 | 0.68% | 00.0% | 不變 |
| Stelac Advisory Services LLC | 3,380 | $83.0 萬 | 0.34% | +2,945+677.0% | 加碼 |
| Hillcrest Wealth Advisors - NY, LLC | 3,390 | $83.2 萬 | 0.41% | −420−11.0% | 減碼 |
| Great Diamond Partners, LLC | 3,392 | $83.2 萬 | 0.23% | +37+1.1% | 加碼 |
| Firethorn Wealth Partners, LLC | 3,392 | $83.2 萬 | 0.40% | +626+22.6% | 加碼 |
| Mattern Capital Management, LLC | 3,393 | $83.2 萬 | 0.11% | +143+4.4% | 加碼 |
| Catalina Capital Group, LLC | 3,396 | $83.3 萬 | 0.56% | −10,564−75.7% | 減碼 |
| Willow Creek Wealth Management Inc. | 3,404 | $83.5 萬 | 0.08% | +109+3.3% | 加碼 |
| Bellevue Asset Management, LLC | 3,405 | $83.5 萬 | 0.46% | −1,992−36.9% | 減碼 |
| 1858 Wealth Management, LLC | 3,406 | $83.5 萬 | 0.71% | −672−16.5% | 減碼 |
| Coastwise Capital Group, LLC | 3,410 | $83.7 萬 | 0.70% | −2,907−46.0% | 減碼 |
| Quantum Private Wealth, LLC | 3,411 | $83.7 萬 | 0.32% | −268−7.3% | 減碼 |
| Opal Wealth Advisors, LLC | 3,414 | $83.7 萬 | 0.26% | +276+8.8% | 加碼 |
| Prosperity Wealth Management, Inc. | 3,425 | $84.0 萬 | 0.40% | 00.0% | 不變 |
| Bravias Capital Group, LLC | 3,431 | $84.2 萬 | 0.68% | −845−19.8% | 減碼 |
| Long Road Investment Counsel, LLC | 3,432 | $84.2 萬 | 0.33% | +3,432 | 新進 |
| Gouws Capital LLC | 3,433 | $84.2 萬 | 0.55% | +1,933+128.9% | 加碼 |
| BankPlus Wealth Management LLC | 3,436 | $84.3 萬 | 0.62% | −52−1.5% | 減碼 |
| Illumine Investment Management, LLC | 3,441 | $84.4 萬 | 0.69% | 00.0% | 不變 |
| Investor's Fiduciary Advisor Network, LLC | 3,452 | $84.6 萬 | 0.40% | −328−8.7% | 減碼 |
| Walkner Condon Financial Advisors LLC | 3,450 | $84.6 萬 | 0.17% | +189+5.8% | 加碼 |
| Rise Advisors, LLC | 3,451 | $84.7 萬 | 0.37% | +195+6.0% | 加碼 |
| Cyrus J. Lawrence, LLC | 3,456 | $84.7 萬 | 3.21% | −53,892−94.0% | 減碼 |
| Legacy Financial Strategies, LLC | 3,459 | $84.8 萬 | 0.18% | −86−2.4% | 減碼 |
| Prelude Capital Management, LLC | 3,461 | $84.9 萬 | 0.09% | −847−19.7% | 減碼 |
| Greenberg Financial Group | 2,889 | $85.0 萬 | 0.36% | +2,889 | 新進 |
| Whelan Financial | 3,468 | $85.1 萬 | 0.33% | +192+5.9% | 加碼 |
| Sierra Capital LLC | 3,471 | $85.1 萬 | 0.10% | −127−3.5% | 減碼 |
| BridgePort Financial Solutions, LLC | 3,477 | $85.3 萬 | 0.38% | +114+3.4% | 加碼 |
| Montis Financial, LLC | 3,478 | $85.3 萬 | 0.25% | −92−2.6% | 減碼 |
| Warwick Investment Management, Inc. | 3,479 | $85.3 萬 | 0.18% | +376+12.1% | 加碼 |
| Wealthcare Capital Partners, LLC | 3,481 | $85.4 萬 | 0.44% | +115+3.4% | 加碼 |
| North Forty Two & Co. | 3,497 | $85.8 萬 | 0.95% | +19+0.5% | 加碼 |
| WJ Interests, LLC | 3,498 | $85.8 萬 | 0.40% | 00.0% | 不變 |
| Firestone Capital Management | 3,499 | $85.8 萬 | 0.23% | −1,960−35.9% | 減碼 |
| ORG Partners LLC | 3,525 | $85.9 萬 | 0.21% | −10,251−74.4% | 減碼 |
| Compass Ion Advisors, LLC | 3,505 | $86.0 萬 | 0.10% | +325+10.2% | 加碼 |
| Hourglass Capital, LLC | 3,506 | $86.0 萬 | 0.23% | −229−6.1% | 減碼 |
| Rede Wealth, LLC | 3,509 | $86.1 萬 | 0.30% | −53−1.5% | 減碼 |
| MBE Wealth Management, LLC | 3,514 | $86.2 萬 | 0.41% | +903+34.6% | 加碼 |
| Oberweis Asset Management Inc | 3,518 | $86.3 萬 | 0.04% | +2+0.1% | 加碼 |
| Jackson Square Capital, LLC | 3,524 | $86.4 萬 | 0.28% | +3,524 | 新進 |
| Glass Wealth Management Co LLC | 3,527 | $86.5 萬 | 0.52% | 00.0% | 不變 |
| Fuller & Thaler Asset Management, Inc. | 3,529 | $86.6 萬 | 0.00% | 00.0% | 不變 |
| Fiduciary Financial Group, LLC | 3,813 | $86.6 萬 | 0.19% | +762+25.0% | 加碼 |
| GenWealth Group, Inc. | 3,531 | $86.6 萬 | 0.19% | −249−6.6% | 減碼 |
| Blue Rock Wealth Management LLC | 3,559 | $86.9 萬 | 0.74% | +3,559 | 新進 |
| Provenance Wealth Advisors, LLC | 3,544 | $86.9 萬 | 0.13% | −4,775−57.4% | 減碼 |
| Strive Asset Management, LLC | 3,553 | $87.2 萬 | 0.61% | +261+7.9% | 加碼 |
| Arkfeld Wealth Strategies, L.L.C. | 3,726 | $87.3 萬 | 0.38% | +25+0.7% | 加碼 |
| Carmel Capital Partners, LLC | 3,562 | $87.4 萬 | 0.34% | +16+0.5% | 加碼 |
| TCFG Wealth Management, LLC | 3,575 | $87.7 萬 | 0.44% | −25−0.7% | 減碼 |
| Magnolia Capital Management Ltd | 3,575 | $87.7 萬 | 0.75% | 00.0% | 不變 |
| Invenio Wealth Partners LLC | 3,582 | $87.9 萬 | 0.37% | +163+4.8% | 加碼 |
| Gsa Capital Partners LLP | 3,584 | $87.9 萬 | 0.08% | −4,082−53.2% | 減碼 |
| Stonekeep Investments, LLC | 3,590 | $88.1 萬 | 0.65% | +17+0.5% | 加碼 |
| Millennium Capital Advisors, LLC | 3,596 | $88.2 萬 | 0.65% | 00.0% | 不變 |
| Mission Financial Group, LLC | 2,999 | $88.2 萬 | 0.82% | +2,999 | 新進 |
| GFG Capital, LLC | 3,599 | $88.3 萬 | 0.27% | −171−4.5% | 減碼 |
| Flagship Wealth Advisors, LLC | 3,612 | $88.6 萬 | 0.37% | 00.0% | 不變 |
| Grey Fox Wealth Advisors, LLC | 3,619 | $88.8 萬 | 0.24% | +99+2.8% | 加碼 |
| Joule Financial, LLC | 3,625 | $88.9 萬 | 0.31% | +25+0.7% | 加碼 |
| Vista Capital Partners, Inc. | 3,625 | $88.9 萬 | 0.11% | +219+6.4% | 加碼 |
| McCarthy & Cox | 3,632 | $89.1 萬 | 0.39% | −102−2.7% | 減碼 |
| von Borstel & Associates, Inc. | 3,633 | $89.1 萬 | 0.27% | −33−0.9% | 減碼 |
| Facet Wealth, Inc. | 3,531 | $89.2 萬 | 0.02% | +455+14.8% | 加碼 |
| ASB Consultores, LLC | 3,640 | $89.3 萬 | 0.58% | −4,171−53.4% | 減碼 |
| Ssi Investment Management LLC | 3,640 | $89.3 萬 | 0.07% | −2−0.1% | 減碼 |
| Encompass More Asset Management | 3,642 | $89.3 萬 | 0.27% | +493+15.7% | 加碼 |
| NCP Inc. | 3,642 | $89.3 萬 | 1.21% | 00.0% | 不變 |
| 1776 Wealth LLC | 3,654 | $89.6 萬 | 0.41% | +2+0.1% | 加碼 |
| TruNorth Capital Management, LLC | 3,659 | $89.8 萬 | 0.22% | +2,847+350.6% | 加碼 |
| Semus Wealth Partners LLC | 3,664 | $89.9 萬 | 0.63% | 00.0% | 不變 |