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 |
|---|---|---|---|---|---|
| North Capital, Inc. | 3,666 | $89.9 萬 | 0.85% | +3,666 | 新進 |
| BluePath Capital Management, LLC | 3,666 | $89.9 萬 | 0.94% | −2,832−43.6% | 減碼 |
| Diversified Portfolios, Inc. | 3,668 | $90.0 萬 | 0.09% | −20−0.5% | 減碼 |
| Griffith & Werner, Inc. | 3,670 | $90.0 萬 | 0.56% | −50−1.3% | 減碼 |
| Santori & Peters | 3,674 | $90.1 萬 | 0.36% | +9+0.2% | 加碼 |
| Round Rock Advisors, LLC | 3,682 | $90.3 萬 | 0.17% | −736−16.7% | 減碼 |
| WealthTrust Asset Management, LLC | 3,684 | $90.4 萬 | 0.67% | −194−5.0% | 減碼 |
| William Mack & Associates, Inc. | 3,690 | $90.5 萬 | 0.77% | +10.0% | 加碼 |
| Vigilare Wealth Management | 3,693 | $90.6 萬 | 0.36% | +344+10.3% | 加碼 |
| American Capital Advisory, LLC | 3,695 | $90.6 萬 | 0.49% | +190+5.4% | 加碼 |
| Per Stirling Capital Management, LLC. | 3,697 | $90.7 萬 | 0.13% | +15+0.4% | 加碼 |
| Dougherty Wealth Advisers LLC | 3,699 | $90.7 萬 | 0.67% | 00.0% | 不變 |
| KDT Advisors, LLC | 3,712 | $91.1 萬 | 1.34% | 00.0% | 不變 |
| Holland Advisory Services, Inc. | 3,719 | $91.2 萬 | 1.38% | +2+0.1% | 加碼 |
| Koss-Olinger Consulting, LLC | 3,734 | $91.6 萬 | 0.08% | +3,734 | 新進 |
| Consilio Wealth Advisors, LLC | 3,738 | $91.7 萬 | 0.38% | +23+0.6% | 加碼 |
| M3 Advisory Group, LLC | 3,738 | $91.7 萬 | 0.72% | +37+1.0% | 加碼 |
| Mayfair Advisory Group, LLC | 3,739 | $91.7 萬 | 0.53% | −18−0.5% | 減碼 |
| BLI - Banque de Luxembourg Investments | 3,800 | $92.1 萬 | 0.03% | +3,800 | 新進 |
| Galibier Capital Management Ltd. | 3,760 | $92.2 萬 | 0.29% | −1,500−28.5% | 減碼 |
| Disciplined Equity Management, Inc. | 3,763 | $92.3 萬 | 0.64% | −700−15.7% | 減碼 |
| Howard Wealth Management, LLC | 3,763 | $92.3 萬 | 0.51% | −52−1.4% | 減碼 |
| Holos Integrated Wealth LLC | 3,764 | $92.3 萬 | 0.61% | 00.0% | 不變 |
| Transce3nd, LLC | 3,769 | $92.4 萬 | 0.41% | −651−14.7% | 減碼 |
| BlueSky Wealth Advisors, LLC | 3,768 | $92.4 萬 | 0.14% | 00.0% | 不變 |
| Tillman Hartley LLC | 3,779 | $92.7 萬 | 0.27% | 00.0% | 不變 |
| Flagstone Financial Management | 3,781 | $92.8 萬 | 0.30% | 00.0% | 不變 |
| Emerald Advisors, LLC | 3,793 | $93.0 萬 | 0.12% | +582+18.1% | 加碼 |
| Plan A Wealth LLC | 3,800 | $93.2 萬 | 0.72% | +11+0.3% | 加碼 |
| Cottonwood Capital Advisors, LLC | 3,802 | $93.3 萬 | 0.69% | −491−11.4% | 減碼 |
| Tanager Wealth Management LLP | 3,810 | $93.5 萬 | 0.12% | −1,434−27.3% | 減碼 |
| Ariadne Wealth Management, LP | 3,693 | $93.5 萬 | 0.49% | −321−8.0% | 減碼 |
| LCM Capital Management Inc | 3,811 | $93.5 萬 | 0.55% | 00.0% | 不變 |
| Mayport, LLC | 3,816 | $93.6 萬 | 0.26% | +875+29.8% | 加碼 |
| Tranquilli Financial Advisor LLC | 3,820 | $93.7 萬 | 0.59% | −1,605−29.6% | 減碼 |
| Pacific Point Advisors, LLC | 3,823 | $93.8 萬 | 0.53% | 00.0% | 不變 |
| SRN Advisors, LLC | 3,830 | $93.9 萬 | 1.06% | −1,783−31.8% | 減碼 |
| Watershed Private Wealth LLC | 3,831 | $94.0 萬 | 0.38% | 00.0% | 不變 |
| Goldstream Capital Management Ltd | 3,841 | $94.2 萬 | 0.63% | 00.0% | 不變 |
| GSG Advisors LLC | 4,033 | $94.5 萬 | 0.31% | +83+2.1% | 加碼 |
| Advance Capital Management, Inc. | 3,856 | $94.6 萬 | 0.05% | +174+4.7% | 加碼 |
| Ninepoint Partners LP | 3,858 | $94.6 萬 | 0.17% | −192−4.7% | 減碼 |
| BluePointe Capital Management, LLC | 3,858 | $94.6 萬 | 0.36% | +1,811+88.5% | 加碼 |
| Creekmur Asset Management LLC | 3,869 | $94.9 萬 | 0.20% | +2,718+236.1% | 加碼 |
| Portland Global Advisors LLC | 3,875 | $95.1 萬 | 0.12% | +137+3.7% | 加碼 |
| Hoxton Planning & Management, LLC | 3,876 | $95.1 萬 | 0.36% | +241+6.6% | 加碼 |
| Balance Wealth, LLC | 3,880 | $95.2 萬 | 0.62% | +3,880 | 新進 |
| Sykon Capital LLC | 3,880 | $95.2 萬 | 0.36% | +2,325+149.5% | 加碼 |
| Abel Hall, LLC | 3,884 | $95.3 萬 | 0.57% | −935−19.4% | 減碼 |
| Ellevest, Inc. | 3,885 | $95.3 萬 | 0.06% | +95+2.5% | 加碼 |
| CJM Wealth Advisers, Ltd. | 3,887 | $95.3 萬 | 0.34% | −70−1.8% | 減碼 |
| Ecofi Investissements SA | 4,550 | $95.4 萬 | 0.61% | −50−1.1% | 減碼 |
| Cape Investment Advisory, Inc. | 3,891 | $95.5 萬 | 0.38% | −8−0.2% | 減碼 |
| Avantra Family Wealth, Inc. | 3,894 | $95.5 萬 | 0.92% | −24−0.6% | 減碼 |
| Peak Retirement Planning, Inc. | 3,896 | $95.6 萬 | 0.53% | −9,537−71.0% | 減碼 |
| TSFG, LLC | 3,895 | $95.6 萬 | 0.20% | +259+7.1% | 加碼 |
| Atticus Wealth Management, LLC | 3,902 | $95.7 萬 | 0.31% | +200+5.4% | 加碼 |
| Partners Wealth Management, LLC | 3,913 | $96.0 萬 | 1.09% | −136−3.4% | 減碼 |
| Custom Index Systems, LLC | 3,915 | $96.0 萬 | 0.49% | −100−2.5% | 減碼 |
| ERTS Wealth Advisors, LLC | 3,920 | $96.2 萬 | 0.19% | −138−3.4% | 減碼 |
| MFA Wealth Services | 3,920 | $96.2 萬 | 0.79% | −203−4.9% | 減碼 |
| Total Investment Management Inc | 3,926 | $96.3 萬 | 0.13% | +3+0.1% | 加碼 |
| Collective Family Office LLC | 3,929 | $96.4 萬 | 0.26% | −266−6.3% | 減碼 |
| Future Fund LLC | 3,933 | $96.5 萬 | 1.24% | +3,933 | 新進 |
| Thomas Story & Son LLC | 3,940 | $96.6 萬 | 0.38% | 00.0% | 不變 |
| Warren Street Wealth Advisors, LLC | 3,941 | $96.7 萬 | 0.38% | +84+2.2% | 加碼 |
| GGM Financials LLC | 3,946 | $96.8 萬 | 0.66% | −226−5.4% | 減碼 |
| Capital Management Associates, Inc | 3,946 | $96.8 萬 | 0.22% | +379+10.6% | 加碼 |
| BIT Capital GmbH | 3,965 | $97.3 萬 | 0.12% | +1,323+50.1% | 加碼 |
| Maltin Wealth Management, Inc. | 3,969 | $97.4 萬 | 0.46% | +185+4.9% | 加碼 |
| Vawter Financial, Ltd. | 3,971 | $97.4 萬 | 0.55% | +41+1.0% | 加碼 |
| Garrett Wealth Advisory Group, LLC | 3,976 | $97.5 萬 | 0.22% | +696+21.2% | 加碼 |
| Sterling Group Wealth Management, LLC | 3,982 | $97.7 萬 | 0.52% | +10.0% | 加碼 |
| Ardent Capital Management, Inc. | 3,986 | $97.8 萬 | 0.42% | −134−3.3% | 減碼 |
| RVW Wealth, LLC | 3,988 | $97.8 萬 | 0.09% | +2,523+172.2% | 加碼 |
| Harbor Group, Inc. | 3,989 | $97.9 萬 | 0.20% | +10.0% | 加碼 |
| Wendell David Associates Inc | 4,000 | $98.1 萬 | 0.10% | 00.0% | 不變 |
| Cohen & Steers, Inc. | 4,000 | $98.1 萬 | 0.00% | +885+28.4% | 加碼 |
| Summa Corp. | 4,000 | $98.1 萬 | 0.57% | −133−3.2% | 減碼 |
| Win Advisors, Inc | 4,004 | $98.2 萬 | 0.50% | +4,004 | 新進 |
| Davidson Investment Advisors | 4,006 | $98.3 萬 | 0.05% | −428−9.7% | 減碼 |
| Secure Asset Management, LLC | 4,020 | $98.6 萬 | 0.20% | −11,473−74.1% | 減碼 |
| Doheny Asset Management | 4,024 | $98.7 萬 | 0.77% | +98+2.5% | 加碼 |
| Tributary Capital Management, LLC | 4,025 | $98.7 萬 | 0.09% | −1,062−20.9% | 減碼 |
| Pine Haven Investment Counsel, Inc | 4,032 | $98.9 萬 | 0.83% | −40−1.0% | 減碼 |
| Wallace Advisory Group, LLC | 4,127 | $98.9 萬 | 0.68% | −69−1.6% | 減碼 |
| Narus Financial Partners, LLC | 4,057 | $99.5 萬 | 0.34% | +85+2.1% | 加碼 |
| Kaydan Wealth Management, Inc. | 4,081 | $100.1 萬 | 0.32% | 00.0% | 不變 |
| Smith Anglin Financial, LLC | 4,088 | $100.3 萬 | 0.11% | +755+22.7% | 加碼 |
| Discipline Wealth Solutions, LLC | 4,097 | $100.5 萬 | 0.48% | 00.0% | 不變 |
| Michael B. Yongue | 4,104 | $100.7 萬 | 1.28% | −463−10.1% | 減碼 |
| Port Capital LLC | 4,106 | $100.7 萬 | 0.05% | −875−17.6% | 減碼 |
| Safeguard Financial, LLC | 4,107 | $100.7 萬 | 0.22% | +59+1.5% | 加碼 |
| Hardin Capital Partners, LLC | 4,110 | $100.8 萬 | 0.62% | −2,275−35.6% | 減碼 |
| Goldstein Advisors, LLC | 4,113 | $100.9 萬 | 0.15% | −331−7.4% | 減碼 |
| Rossby Financial, LCC | 4,143 | $100.9 萬 | 0.44% | +1,212+41.4% | 加碼 |
| Hassell Wealth Management, LLC | 4,299 | $100.9 萬 | 0.43% | +214+5.2% | 加碼 |
| Helium Advisors LLC | 4,114 | $100.9 萬 | 0.73% | +8+0.2% | 加碼 |
| Elevatus Welath Management | 4,116 | $101.0 萬 | 0.57% | −846−17.0% | 減碼 |
| Tevis Investment Management | 4,213 | $101.0 萬 | 0.75% | 00.0% | 不變 |