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
- 4,679
- 較 2024 年第 4 季 +76 家
- 持有股數
- 20.2 億
- 較 2024 年第 4 季 −614.1 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 1,873 家加碼
- 清倉機構
- 131
- 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 |
|---|---|---|---|---|---|
| Skba Capital Management LLC | 4,657 | $114.2 萬 | 0.17% | 00.0% | 不變 |
| BIP Wealth, LLC | 4,660 | $114.3 萬 | 0.07% | −26−0.6% | 減碼 |
| Summit Wealth Partners, LLC | 4,664 | $114.4 萬 | 0.23% | +53+1.1% | 加碼 |
| Wagner Wealth Management, LLC | 4,671 | $114.6 萬 | 0.29% | +32+0.7% | 加碼 |
| Grove Street Fiduciary, LLC | 4,673 | $114.6 萬 | 0.58% | 00.0% | 不變 |
| Investment Advisory Group, LLC | 4,681 | $114.8 萬 | 0.38% | +74+1.6% | 加碼 |
| Camelot Portfolios, LLC | 4,696 | $115.2 萬 | 0.71% | +4,696 | 新進 |
| Castlekeep Investment Advisors LLC | 4,704 | $115.4 萬 | 0.59% | −579−11.0% | 減碼 |
| Fairvoy Private Wealth, LLC | 4,713 | $115.6 萬 | 0.32% | −7−0.1% | 減碼 |
| Nova Wealth Management, Inc. | 4,720 | $115.8 萬 | 1.00% | −143−2.9% | 減碼 |
| Arthur M. Cohen & Associates, LLC | 4,726 | $115.9 萬 | 0.22% | +5+0.1% | 加碼 |
| Summit X, LLC | 4,738 | $116.2 萬 | 0.24% | +58+1.2% | 加碼 |
| Enclave Advisors LLC | 4,739 | $116.2 萬 | 0.20% | +25+0.5% | 加碼 |
| Shelton Wealth Management, LLC | 4,739 | $116.3 萬 | 0.67% | −267−5.3% | 減碼 |
| ISAM Funds (UK) Ltd | 4,740 | $116.3 萬 | 0.57% | +4,740 | 新進 |
| Ashton Thomas Securities, LLC | 4,744 | $116.4 萬 | 0.32% | −3,623−43.3% | 減碼 |
| Alliance Wealth Management Group | 4,748 | $116.5 萬 | 0.31% | −358−7.0% | 減碼 |
| Voisard Asset Management Group, Inc. | 4,758 | $116.7 萬 | 0.34% | −4−0.1% | 減碼 |
| Fiduciary Planning LLC | 4,763 | $116.8 萬 | 0.38% | +102+2.2% | 加碼 |
| BCJ Capital Management, LLC | 4,769 | $117.0 萬 | 0.08% | +506+11.9% | 加碼 |
| Aspire Private Capital, LLC | 4,776 | $117.2 萬 | 0.29% | +117+2.5% | 加碼 |
| Towercrest Capital Management | 4,779 | $117.2 萬 | 0.22% | −4,680−49.5% | 減碼 |
| Aveo Capital Partners, LLC | 4,703 | $117.3 萬 | 0.20% | −2,307−32.9% | 減碼 |
| Red Wave Investments LLC | 4,782 | $117.3 萬 | 0.42% | +10.0% | 加碼 |
| Pasadena Private Wealth, LLC | 4,803 | $117.8 萬 | 0.23% | +1,511+45.9% | 加碼 |
| Lakeshore Capital Group, Inc. | 4,804 | $117.8 萬 | 1.14% | +41+0.9% | 加碼 |
| Seamount Financial Group Inc | 4,805 | $117.9 萬 | 0.80% | −42−0.9% | 減碼 |
| Profit Investment Management, LLC | 4,807 | $117.9 萬 | 1.09% | −1,215−20.2% | 減碼 |
| Weinberger Asset Management, Inc | 4,816 | $118.1 萬 | 0.51% | −21−0.4% | 減碼 |
| Wayfinding Financial, LLC | 4,822 | $118.2 萬 | 0.52% | −158−3.2% | 減碼 |
| Maripau Wealth Management LLC | 4,823 | $118.3 萬 | 0.68% | +554+13.0% | 加碼 |
| Taylor Hoffman Capital Management LLC | 4,863 | $118.5 萬 | 0.44% | −40−0.8% | 減碼 |
| Horan Securities, Inc. | 4,832 | $118.5 萬 | 0.45% | −346−6.7% | 減碼 |
| PUREfi Wealth, LLC | 4,834 | $118.6 萬 | 1.19% | +339+7.5% | 加碼 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,876 | $118.8 萬 | 0.09% | +308+6.7% | 加碼 |
| Campion Asset Management LLC | 4,846 | $118.9 萬 | 0.92% | −155−3.1% | 減碼 |
| Philo Smith Capital Corp | 4,850 | $119.0 萬 | 0.33% | 00.0% | 不變 |
| Hutchinson Capital Management | 4,856 | $119.1 萬 | 0.23% | −435−8.2% | 減碼 |
| CWS Financial Advisors, LLC | 4,861 | $119.2 萬 | 0.38% | +315+6.9% | 加碼 |
| Maia Wealth LLC | 5,089 | $119.4 萬 | 0.27% | +177+3.6% | 加碼 |
| Darden Wealth Group Inc | 4,880 | $119.7 萬 | 0.93% | 00.0% | 不變 |
| Seeds Investor LLC | 4,881 | $119.7 萬 | 0.34% | −784−13.8% | 減碼 |
| Harris Associates L P大師Oakmark（Harris Associates） | 4,888 | $119.9 萬 | 0.00% | +49+1.0% | 加碼 |
| Copperleaf Capital, LLC | 4,889 | $119.9 萬 | 0.72% | +3,031+163.1% | 加碼 |
| Smith Thornton Advisors LLC | 4,897 | $120.1 萬 | 0.75% | +22+0.5% | 加碼 |
| Aurora Private Wealth, Inc. | 4,902 | $120.2 萬 | 0.96% | −173−3.4% | 減碼 |
| Guardian Asset Advisors, LLC | 4,897 | $120.2 萬 | 0.78% | +69+1.4% | 加碼 |
| Plan Group Financial, LLC | 4,907 | $120.4 萬 | 0.43% | +2,960+152.0% | 加碼 |
| Up Strategic Wealth Investment Advisors LLC | 4,908 | $120.4 萬 | 1.07% | −95−1.9% | 減碼 |
| Elgethun Capital Management | 4,918 | $120.6 萬 | 0.27% | +198+4.2% | 加碼 |
| TrueWealth Advisors, LLC | 4,920 | $120.7 萬 | 0.40% | −170−3.3% | 減碼 |
| Wallington Asset Management, LLC | 4,923 | $120.8 萬 | 0.17% | 00.0% | 不變 |
| Richardson Financial Services Inc. | 4,925 | $120.8 萬 | 0.92% | −30−0.6% | 減碼 |
| Creative Financial Designs Inc | 4,928 | $120.9 萬 | 0.10% | −26−0.5% | 減碼 |
| McAdam, LLC | 4,934 | $121.0 萬 | 0.07% | +135+2.8% | 加碼 |
| Single Point Partners, LLC | 4,939 | $121.1 萬 | 0.28% | +1,673+51.2% | 加碼 |
| Brookwood Investment Group LLC | 4,938 | $121.1 萬 | 0.21% | +4,938 | 新進 |
| Smart Portfolios, LLC | 4,944 | $121.3 萬 | 1.32% | −40−0.8% | 減碼 |
| Sachetta, LLC | 4,946 | $121.3 萬 | 0.50% | −418−7.8% | 減碼 |
| Jacobsen Capital Management | 4,947 | $121.3 萬 | 0.53% | +164+3.4% | 加碼 |
| Benson Investment Management Company, Inc. | 4,950 | $121.4 萬 | 0.53% | 00.0% | 不變 |
| Insight Advisors, LLC | 4,958 | $121.6 萬 | 0.21% | +235+5.0% | 加碼 |
| Lord & Richards Wealth Management, LLC | 4,969 | $121.9 萬 | 1.38% | +2,111+73.9% | 加碼 |
| Oxler Private Wealth LLC | 4,974 | $122.0 萬 | 0.43% | −434−8.0% | 減碼 |
| McHugh Group, LLC | 4,975 | $122.0 萬 | 0.92% | 00.0% | 不變 |
| Westhampton Capital, LLC | 4,979 | $122.1 萬 | 0.67% | 00.0% | 不變 |
| Viawealth, LLC | 4,982 | $122.2 萬 | 0.75% | +5+0.1% | 加碼 |
| Paladin Wealth, LLC | 4,989 | $122.4 萬 | 1.10% | +273+5.8% | 加碼 |
| Copperwynd Financial, LLC | 4,996 | $122.5 萬 | 0.34% | −798−13.8% | 減碼 |
| Dempze Nancy E | 4,998 | $122.6 萬 | 0.74% | −20−0.4% | 減碼 |
| Holowesko Partners Ltd. | 5,000 | $122.7 萬 | 0.46% | −13,400−72.8% | 減碼 |
| Greenhaven Associates Inc大師Greenhaven | 5,000 | $122.7 萬 | 0.02% | 00.0% | 不變 |
| JBF Capital, Inc. | 5,000 | $122.7 萬 | 0.24% | 00.0% | 不變 |
| Harbert Fund Advisors, Inc. | 5,000 | $122.7 萬 | 1.42% | +1,000+25.0% | 加碼 |
| Salomon & Ludwin, LLC | 5,011 | $122.9 萬 | 0.13% | +2,140+74.5% | 加碼 |
| Baron Wealth Management LLC | 5,015 | $123.0 萬 | 0.54% | −271−5.1% | 減碼 |
| Garde Capital, Inc. | 5,027 | $123.3 萬 | 0.07% | −10.0% | 減碼 |
| PFW Advisors LLC | 5,029 | $123.4 萬 | 0.39% | −20.0% | 減碼 |
| Almanack Investment Partners, LLC. | 5,029 | $123.4 萬 | 0.24% | −114−2.2% | 減碼 |
| Willner & Heller, LLC | 5,032 | $123.4 萬 | 1.14% | −10−0.2% | 減碼 |
| Beaumont Asset Management, L.L.C. | 5,038 | $123.6 萬 | 0.75% | +41+0.8% | 加碼 |
| Maxele Advisors, LLC | 5,042 | $123.7 萬 | 1.20% | +330+7.0% | 加碼 |
| Stephenson National Bank & Trust | 5,062 | $124.2 萬 | 0.45% | −155−3.0% | 減碼 |
| Peregrine Asset Advisers, Inc. | 5,063 | $124.2 萬 | 0.47% | −362−6.7% | 減碼 |
| Armstrong, Fleming & Moore, Inc | 5,069 | $124.3 萬 | 1.50% | −5,248−50.9% | 減碼 |
| First National Bank | 5,090 | $124.9 萬 | 0.81% | +3+0.1% | 加碼 |
| Heritage Investment Group, Inc. | 5,108 | $125.3 萬 | 0.24% | +381+8.1% | 加碼 |
| FORM Wealth Advisors, LLC | 5,115 | $125.5 萬 | 0.17% | +5,115 | 新進 |
| Atlas Private Wealth Advisors | 5,119 | $125.6 萬 | 0.18% | +286+5.9% | 加碼 |
| Spinnaker Investment Group, LLC | 5,121 | $125.6 萬 | 0.28% | +72+1.4% | 加碼 |
| Activest Wealth Management | 5,123 | $125.7 萬 | 0.34% | +392+8.3% | 加碼 |
| Fortress Private Ledger, LLC | 5,126 | $125.7 萬 | 0.70% | +460+9.9% | 加碼 |
| Centerpoint Advisors, LLC | 5,146 | $126.2 萬 | 0.47% | 00.0% | 不變 |
| May Hill Capital, LLC | 5,160 | $126.6 萬 | 0.48% | +126+2.5% | 加碼 |
| Salzhauer Michael | 5,168 | $126.8 萬 | 0.77% | 00.0% | 不變 |
| Hofer & Associates. Inc | 5,169 | $126.8 萬 | 0.86% | +161+3.2% | 加碼 |
| Cross Staff Investments Inc | 5,178 | $127.0 萬 | 0.96% | −39−0.7% | 減碼 |
| Pandora Wealth, Inc. | 5,187 | $127.2 萬 | 0.84% | +5,187 | 新進 |
| Kingsman Wealth Management, Inc. | 5,192 | $127.4 萬 | 0.93% | +5,192 | 新進 |
| Eagle Bay Advisors LLC | 5,193 | $127.4 萬 | 1.08% | −285−5.2% | 減碼 |