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 |
|---|---|---|---|---|---|
| Old North State Trust, LLC | 4,219 | $101.1 萬 | 0.64% | 00.0% | 不變 |
| Twin Focus Capital Partners, LLC | 4,122 | $101.1 萬 | 0.16% | 00.0% | 不變 |
| Accredited Wealth Management, LLC | 4,123 | $101.1 萬 | 0.85% | +808+24.4% | 加碼 |
| Affinity Capital Advisors, LLC | 4,288 | $101.3 萬 | 0.20% | +242+6.0% | 加碼 |
| Cardinal Strategic Wealth Guidance | 4,130 | $101.3 萬 | 0.32% | −1,694−29.1% | 減碼 |
| Benchmark Financial Wealth Advisors, LLC | 4,138 | $101.5 萬 | 0.38% | +292+7.6% | 加碼 |
| Wellspring Financial Advisors, LLC | 4,149 | $101.7 萬 | 0.11% | +146+3.6% | 加碼 |
| 111 Capital | 4,155 | $101.9 萬 | 0.20% | +4,155 | 新進 |
| Landaas & Co | 4,163 | $102.1 萬 | 0.28% | +3+0.1% | 加碼 |
| Hopwood Financial Services, Inc. | 4,164 | $102.1 萬 | 0.79% | +3+0.1% | 加碼 |
| S.A. Mason LLC | 4,164 | $102.1 萬 | 0.54% | 00.0% | 不變 |
| Caas Capital Management LP | 4,175 | $102.4 萬 | 0.49% | −356−7.9% | 減碼 |
| Humankind Investments LLC | 4,182 | $102.6 萬 | 0.27% | −264−5.9% | 減碼 |
| Deseret Mutual Benefit Administrators | 4,183 | $102.6 萬 | 0.51% | −336−7.4% | 減碼 |
| Lumbard & Kellner, LLC | 4,184 | $102.6 萬 | 0.45% | −78−1.8% | 減碼 |
| Keebeck Wealth Management, LLC | 4,185 | $102.7 萬 | 0.15% | +341+8.9% | 加碼 |
| Taylor Financial Group, Inc. | 4,192 | $102.8 萬 | 0.72% | +151+3.7% | 加碼 |
| Retirement Income Solutions, Inc | 4,194 | $102.9 萬 | 0.22% | 00.0% | 不變 |
| Wimmer Associates 1, LLC | 3,920 | $103.1 萬 | 0.54% | −194−4.7% | 減碼 |
| Requisite Capital Management, LLC | 4,210 | $103.3 萬 | 0.23% | −522−11.0% | 減碼 |
| R.H. Dinel Investment Counsel, Inc. | 4,217 | $103.4 萬 | 0.71% | 00.0% | 不變 |
| Lifeworks Advisors, LLC | 4,218 | $103.5 萬 | 0.17% | +163+4.0% | 加碼 |
| Bluesphere Advisors, LLC | 4,219 | $103.5 萬 | 0.59% | −1,857−30.6% | 減碼 |
| Blalock Williams, LLC | 4,235 | $103.9 萬 | 1.16% | −10.0% | 減碼 |
| NFP Retirement, Inc. | 4,244 | $104.1 萬 | 0.08% | +177+4.4% | 加碼 |
| New Vernon Investment Management LLC | 4,253 | $104.3 萬 | 1.40% | −108,476−96.2% | 減碼 |
| Roberts Glore & Co Inc | 4,258 | $104.4 萬 | 0.32% | −7−0.2% | 減碼 |
| Byrne Financial Freedom, LLC | 4,262 | $104.6 萬 | 0.59% | +101+2.4% | 加碼 |
| Safeguard Investment Advisory Group, LLC | 4,259 | $104.6 萬 | 0.28% | +1,268+42.4% | 加碼 |
| Wealthstream Advisors, Inc. | 4,268 | $104.7 萬 | 0.20% | −96−2.2% | 減碼 |
| Aspen Capital Management, LLC | 4,280 | $105.0 萬 | 0.34% | +4,280 | 新進 |
| PSI Advisors, LLC | 4,291 | $105.3 萬 | 0.34% | −269−5.9% | 減碼 |
| Wedge Capital Management L L P | 4,292 | $105.3 萬 | 0.02% | −92−2.1% | 減碼 |
| Gemmer Asset Management LLC | 4,292 | $105.3 萬 | 0.11% | −97−2.2% | 減碼 |
| Capital Markets Trading UK LLP | 4,291 | $105.3 萬 | 1.20% | +4,291 | 新進 |
| Fiera Capital Corp | 4,305 | $105.6 萬 | 0.00% | 00.0% | 不變 |
| Eagle Harbor Asset Management Inc | 4,306 | $105.6 萬 | 1.07% | −291−6.3% | 減碼 |
| Indie Asset Partners, LLC | 4,307 | $105.6 萬 | 0.92% | −2,047−32.2% | 減碼 |
| Crown Wealth Group, LLC | 4,320 | $106.0 萬 | 0.55% | +222+5.4% | 加碼 |
| Optiver Holding B.V. | 4,323 | $106.0 萬 | 0.04% | −2,078−32.5% | 減碼 |
| Luts & Greenleigh Group, Inc | 4,323 | $106.1 萬 | 1.05% | −162−3.6% | 減碼 |
| Center For Asset Management LLC | 4,325 | $106.1 萬 | 0.65% | −14−0.3% | 減碼 |
| Palo Alto Wealth Advisors, LLC | 4,042 | $106.3 萬 | 0.41% | +494+13.9% | 加碼 |
| Hamilton Wealth, LLC | 4,337 | $106.4 萬 | 0.26% | −225−4.9% | 減碼 |
| WNY Asset Management, LLC | 4,340 | $106.5 萬 | 0.13% | −164−3.6% | 減碼 |
| McDonough Capital Management, Inc | 4,354 | $106.8 萬 | 0.70% | +271+6.6% | 加碼 |
| Cutter & CO Brokerage, Inc. | 4,356 | $106.9 萬 | 0.25% | +38+0.9% | 加碼 |
| Holistic Planning, LLC | 4,364 | $107.0 萬 | 0.36% | −10.0% | 減碼 |
| Buttonwood Financial Advisors Inc. | 4,378 | $107.4 萬 | 0.47% | −229−5.0% | 減碼 |
| California First Leasing Corp | 4,380 | $107.4 萬 | 0.47% | 00.0% | 不變 |
| Avalon Trust Co | 4,382 | $107.5 萬 | 0.09% | −104−2.3% | 減碼 |
| BWM Planning, LLC | 4,385 | $107.6 萬 | 0.46% | +10.0% | 加碼 |
| Advyzon Investment Management, LLC | 4,390 | $107.7 萬 | 0.38% | −208−4.5% | 減碼 |
| Fca Corp | 4,392 | $107.7 萬 | 0.34% | −42−0.9% | 減碼 |
| Clearwater Capital Advisors, LLC | 4,398 | $107.9 萬 | 0.10% | +90+2.1% | 加碼 |
| Evanson Asset Management, LLC | 4,402 | $108.0 萬 | 0.08% | −1,027−18.9% | 減碼 |
| Borer Denton & Associates, Inc. | 4,404 | $108.0 萬 | 0.38% | +100+2.3% | 加碼 |
| Inspirion Wealth Advisors, LLC | 4,418 | $108.4 萬 | 0.15% | +1,504+51.6% | 加碼 |
| GF Fund Management Co. Ltd. | 4,428 | $108.6 萬 | 0.03% | +3,953+832.2% | 加碼 |
| TPG Advisors LLC | 4,428 | $108.6 萬 | 0.86% | +3+0.1% | 加碼 |
| Wambolt & Associates, LLC | 4,461 | $108.7 萬 | 0.37% | −1,013−18.5% | 減碼 |
| First National Corp | 4,433 | $108.7 萬 | 0.24% | +229+5.4% | 加碼 |
| Woodward Financial Advisors, Inc. | 4,434 | $108.8 萬 | 0.52% | −188−4.1% | 減碼 |
| Blake Schutter Theil Wealth Advisors, LLC | 4,434 | $108.8 萬 | 1.24% | −885−16.6% | 減碼 |
| Alan B. Lancz & Associates, Inc. | 4,456 | $109.3 萬 | 1.16% | −750−14.4% | 減碼 |
| Westfuller Advisors, LLC | 4,460 | $109.4 萬 | 0.73% | +21+0.5% | 加碼 |
| Challenger Wealth Management | 4,463 | $109.5 萬 | 0.87% | +528+13.4% | 加碼 |
| Merrion Investment Management Co, LLC | 4,469 | $109.6 萬 | 0.79% | −175−3.8% | 減碼 |
| Eldridge Investment Advisors, Inc. | 4,471 | $109.7 萬 | 0.25% | −157−3.4% | 減碼 |
| Great Oak Capital Partners, LLC | 4,493 | $109.7 萬 | 0.37% | 00.0% | 不變 |
| Werba Rubin Papier Wealth Management | 4,492 | $110.2 萬 | 0.24% | −129−2.8% | 減碼 |
| Renaissance Group LLC | 4,501 | $110.4 萬 | 0.05% | −349−7.2% | 減碼 |
| Shulman DeMeo Asset Management LLC | 4,502 | $110.4 萬 | 0.31% | +20.0% | 加碼 |
| Highland Financial Advisors, LLC | 4,520 | $110.9 萬 | 0.40% | −2,754−37.9% | 減碼 |
| Eaton Financial Holdings Company, LLC | 4,522 | $110.9 萬 | 0.46% | +15+0.3% | 加碼 |
| Armstrong Advisory Group, Inc | 4,644 | $111.3 萬 | 0.09% | 00.0% | 不變 |
| Sage Private Wealth Group, LLC | 4,547 | $111.5 萬 | 0.84% | −245−5.1% | 減碼 |
| Curated Wealth Partners LLC | 4,549 | $111.6 萬 | 0.14% | +365+8.7% | 加碼 |
| Leonard Rickey Investment Advisors P.L.L.C. | 4,767 | $111.9 萬 | 0.24% | −318−6.3% | 減碼 |
| Old Point Trust & Financial Services N A | 4,566 | $112.0 萬 | 0.39% | +60+1.3% | 加碼 |
| Global Trust Asset Management, LLC | 4,571 | $112.1 萬 | 0.68% | −5,448−54.4% | 減碼 |
| Mainsail Financial Group, LLC | 4,572 | $112.2 萬 | 0.64% | +175+4.0% | 加碼 |
| Alliance Wealth Advisors, LLC | 4,574 | $112.2 萬 | 0.66% | −275−5.7% | 減碼 |
| Carolinas Wealth Consulting LLC | 4,590 | $112.6 萬 | 0.24% | −868−15.9% | 減碼 |
| Helen Stephens Group, LLC | 4,596 | $112.7 萬 | 0.32% | +68+1.5% | 加碼 |
| Second Half Financial Partners, LLC | 4,603 | $112.9 萬 | 0.56% | −8,643−65.2% | 減碼 |
| Kohmann Bosshard Financial Services, LLC | 4,605 | $113.0 萬 | 0.13% | +343+8.0% | 加碼 |
| Breed's Hill Capital LLC | 4,607 | $113.0 萬 | 0.61% | +42+0.9% | 加碼 |
| Garden State Investment Advisory Services LLC | 4,638 | $113.1 萬 | 0.36% | +330+7.7% | 加碼 |
| Aventura Private Wealth, LLC | 4,616 | $113.2 萬 | 0.59% | +318+7.4% | 加碼 |
| Planning Center, Inc. | 4,620 | $113.3 萬 | 0.13% | −11−0.2% | 減碼 |
| CM Wealth Advisors LLC | 4,629 | $113.5 萬 | 0.36% | 00.0% | 不變 |
| Matisse Capital | 4,631 | $113.6 萬 | 0.60% | +50+1.1% | 加碼 |
| Eubel Brady & Suttman Asset Management Inc | 4,636 | $113.7 萬 | 0.15% | −271−5.5% | 減碼 |
| NBZ Investment Advisors LLC | 4,644 | $113.9 萬 | 0.66% | +516+12.5% | 加碼 |
| Family Firm, Inc. | 4,648 | $114.0 萬 | 0.25% | +10+0.2% | 加碼 |
| Ewa, LLC | 4,648 | $114.0 萬 | 0.42% | +180+4.0% | 加碼 |
| Navis Wealth Advisors, LLC | 4,652 | $114.1 萬 | 1.12% | +2,256+94.2% | 加碼 |
| Retirement Planning Co of New England, Inc. | 4,654 | $114.2 萬 | 0.59% | +54+1.2% | 加碼 |
| Keyvantage Wealth, LLC | 4,655 | $114.2 萬 | 0.56% | −408−8.1% | 減碼 |