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 |
|---|---|---|---|---|---|
| Latitude Advisors, LLC | 5,198 | $127.5 萬 | 0.74% | −14−0.3% | 減碼 |
| Hara Capital LLC | 5,216 | $127.9 萬 | 0.86% | −130−2.4% | 減碼 |
| PKS Advisory Services, LLC | 5,216 | $128.0 萬 | 0.35% | +96+1.9% | 加碼 |
| Probity Advisors, Inc. | 5,220 | $128.0 萬 | 0.25% | −217−4.0% | 減碼 |
| Lionsbridge Wealth Management LLC | 5,225 | $128.2 萬 | 1.14% | −1,113−17.6% | 減碼 |
| Cornerstone Planning Group LLC | 5,326 | $128.3 萬 | 0.31% | +419+8.5% | 加碼 |
| Full Sail Capital, LLC | 5,233 | $128.4 萬 | 0.08% | +836+19.0% | 加碼 |
| Cascades Capital Asset Management, LLC | 5,258 | $129.0 萬 | 0.70% | +161+3.2% | 加碼 |
| Sterneck Capital Management, LLC | 5,260 | $129.0 萬 | 0.70% | −39−0.7% | 減碼 |
| QTR Family Wealth, LLC | 5,264 | $129.1 萬 | 0.97% | +5,264 | 新進 |
| Kennedy Investment Group | 5,282 | $129.6 萬 | 0.60% | +229+4.5% | 加碼 |
| Councilmark Asset Management, LLC | 5,293 | $129.8 萬 | 0.88% | 00.0% | 不變 |
| Canandaigua National Trust Co of Florida | 5,293 | $129.8 萬 | 1.14% | +153+3.0% | 加碼 |
| Gerber, LLC | 5,295 | $129.9 萬 | 1.08% | −20−0.4% | 減碼 |
| Tectonic Advisors LLC | 5,299 | $130.0 萬 | 0.08% | +102+2.0% | 加碼 |
| Morling Financial Advisors, LLC | 5,302 | $130.1 萬 | 0.45% | +3,395+178.0% | 加碼 |
| Proathlete Wealth Management LLC | 5,293 | $130.2 萬 | 0.47% | +106+2.0% | 加碼 |
| Virtus Investment Advisers, Inc. | 5,316 | $130.4 萬 | 0.35% | +4,397+478.5% | 加碼 |
| Gateway Wealth Partners, LLC | 5,333 | $130.8 萬 | 0.29% | +330+6.6% | 加碼 |
| Oldfather Financial Services, LLC | 5,341 | $131.0 萬 | 0.50% | +10+0.2% | 加碼 |
| Floyd Financial Group LLC | 5,341 | $131.0 萬 | 1.18% | +36+0.7% | 加碼 |
| Truvestments Capital LLC | 5,341 | $131.0 萬 | 0.28% | +517+10.7% | 加碼 |
| Grant Street Asset Management, Inc. | 5,355 | $131.4 萬 | 0.32% | 00.0% | 不變 |
| Centurion Wealth Management LLC | 5,492 | $131.6 萬 | 0.41% | 00.0% | 不變 |
| Manske Wealth Management | 5,370 | $131.7 萬 | 0.50% | +522+10.8% | 加碼 |
| State of Wyoming | 5,386 | $132.1 萬 | 0.18% | −218−3.9% | 減碼 |
| Olistico Wealth, LLC | 5,387 | $132.1 萬 | 0.82% | −190−3.4% | 減碼 |
| Fox Run Management, L.L.C. | 5,390 | $132.2 萬 | 0.20% | +3,914+265.2% | 加碼 |
| Leo Wealth, LLC | 5,395 | $132.3 萬 | 0.19% | −3,163−37.0% | 減碼 |
| West Bancorporation Inc | 5,400 | $132.5 萬 | 0.90% | +97+1.8% | 加碼 |
| Northstar Group, Inc. | 5,402 | $132.5 萬 | 0.21% | +34+0.6% | 加碼 |
| KilterHowling LLC | 5,230 | $132.6 萬 | 0.86% | +56+1.1% | 加碼 |
| Oliver Luxxe Assets LLC | 5,411 | $132.7 萬 | 0.25% | −85−1.5% | 減碼 |
| Horizon Wealth Management, LLC | 5,424 | $133.0 萬 | 0.22% | +83+1.6% | 加碼 |
| Quantessence Capital LLC | 5,425 | $133.1 萬 | 0.33% | −6,480−54.4% | 減碼 |
| Cravens & Co Advisors, LLC | 5,429 | $133.2 萬 | 1.03% | +107+2.0% | 加碼 |
| Financial Partners Group, Inc | 5,449 | $133.7 萬 | 0.21% | +214+4.1% | 加碼 |
| Sage Investment Counsel LLC | 5,452 | $133.7 萬 | 1.70% | −120−2.2% | 減碼 |
| 49 Wealth Management, LLC | 5,454 | $133.8 萬 | 0.16% | +734+15.6% | 加碼 |
| Gibraltar Capital Management, Inc. | 5,456 | $133.8 萬 | 0.29% | −1,635−23.1% | 減碼 |
| Eagle Strategies LLC | 5,460 | $133.9 萬 | 0.23% | +203+3.9% | 加碼 |
| LWM Advisory Services, LLC | 5,474 | $134.1 萬 | 0.93% | +16+0.3% | 加碼 |
| Kirtland Hills Capital Management, LLC | 5,790 | $134.3 萬 | 0.82% | +1,400+31.9% | 加碼 |
| Cassia Capital Partners, LLC | 5,477 | $134.3 萬 | 0.84% | +89+1.7% | 加碼 |
| Petros Family Wealth, LLC | 5,478 | $134.4 萬 | 1.49% | +10.0% | 加碼 |
| Evergreen Wealth Solutions, LLC | 5,480 | $134.4 萬 | 0.91% | −749−12.0% | 減碼 |
| Colton Groome Financial Advisors, LLC | 5,496 | $134.4 萬 | 0.52% | −530−8.8% | 減碼 |
| Elevated Capital Advisors, LLC | 5,481 | $134.4 萬 | 0.38% | −446−7.5% | 減碼 |
| Patron Partners Advisors, LLC | 5,484 | $134.5 萬 | 0.73% | +410+8.1% | 加碼 |
| Lodestar Private Asset Management LLC | 5,488 | $134.6 萬 | 0.17% | 00.0% | 不變 |
| Cascade Investment Group, Inc. | 5,493 | $134.7 萬 | 1.04% | −258−4.5% | 減碼 |
| GatePass Capital, LLC | 5,498 | $134.9 萬 | 1.01% | +4,449+424.1% | 加碼 |
| Hennessy Advisors Inc | 5,500 | $134.9 萬 | 0.04% | −30,300−84.6% | 減碼 |
| U S Global Investors Inc | 5,500 | $134.9 萬 | 0.18% | +5,500 | 新進 |
| PBMares Wealth Management LLC | 5,500 | $134.9 萬 | 0.27% | −1,760−24.2% | 減碼 |
| Cardiff Park Advisors, LLC | 5,509 | $135.1 萬 | 0.13% | −32−0.6% | 減碼 |
| Private Wealth Advisors | 5,510 | $135.2 萬 | 0.57% | +13+0.2% | 加碼 |
| All Terrain Financial Advisors, LLC | 5,525 | $135.5 萬 | 0.53% | −9,997−64.4% | 減碼 |
| Cambridge Advisors Inc. | 5,526 | $135.6 萬 | 0.30% | 00.0% | 不變 |
| Severin Investments, LLC | 5,528 | $135.6 萬 | 1.36% | −1,339−19.5% | 減碼 |
| Spartan Planning & Wealth Management | 5,538 | $135.8 萬 | 1.32% | −189−3.3% | 減碼 |
| Unified Investment Management | 5,545 | $136.0 萬 | 1.61% | −1,187−17.6% | 減碼 |
| Yoffe Investment Management, LLC | 5,548 | $136.1 萬 | 2.00% | +5+0.1% | 加碼 |
| Element Wealth, LLC | 5,551 | $136.2 萬 | 0.73% | −170−3.0% | 減碼 |
| Burt Wealth Advisors | 5,551 | $136.2 萬 | 0.34% | +220+4.1% | 加碼 |
| Financial Council Asset Management Inc | 5,556 | $136.3 萬 | 0.73% | −53−0.9% | 減碼 |
| Baring Financial LLC | 5,556 | $136.3 萬 | 1.14% | −43−0.8% | 減碼 |
| Driehaus Capital Management LLC | 5,572 | $136.7 萬 | 0.01% | −70−1.2% | 減碼 |
| Northwest Financial Advisors | 5,576 | $136.8 萬 | 1.13% | −158−2.8% | 減碼 |
| STAR Financial Bank | 5,586 | $137.0 萬 | 1.00% | −84−1.5% | 減碼 |
| Clarus Group, Inc. | 5,588 | $137.1 萬 | 0.53% | −2,860−33.9% | 減碼 |
| Aspen Grove Capital, LLC | 5,590 | $137.1 萬 | 0.26% | +334+6.4% | 加碼 |
| Strategic Family Wealth Counselors, L.L.C. | 5,592 | $137.2 萬 | 0.45% | +219+4.1% | 加碼 |
| Sendero Wealth Management, LLC | 5,602 | $137.4 萬 | 0.19% | −117−2.0% | 減碼 |
| Legal Advantage Investments, Inc. | 5,603 | $137.4 萬 | 0.74% | −50−0.9% | 減碼 |
| waypoint wealth counsel | 5,628 | $138.0 萬 | 0.87% | −1,703−23.2% | 減碼 |
| Quest Partners LLC | 5,633 | $138.2 萬 | 0.15% | +5,633 | 新進 |
| Investment Partners Asset Management, Inc. | 5,642 | $138.4 萬 | 1.09% | +104+1.9% | 加碼 |
| Brave Warrior Advisors, LLC | 5,643 | $138.4 萬 | 0.03% | 00.0% | 不變 |
| Evernest Financial Advisors, LLC | 5,654 | $138.7 萬 | 0.50% | +249+4.6% | 加碼 |
| Great Point Wealth Advisors, LLC | 5,665 | $139.0 萬 | 0.30% | −147−2.5% | 減碼 |
| Roberts Capital Advisors, LLC | 5,671 | $139.1 萬 | 1.22% | 00.0% | 不變 |
| WealthTrust Axiom LLC | 5,680 | $139.3 萬 | 0.42% | −62−1.1% | 減碼 |
| Silvia McColl Wealth Management, LLC | 5,688 | $139.5 萬 | 1.06% | +28+0.5% | 加碼 |
| Hall Laurie J Trustee | 5,690 | $139.6 萬 | 0.50% | −1,270−18.2% | 減碼 |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 5,700 | $139.8 萬 | 0.06% | −100−1.7% | 減碼 |
| Davis Investment Partners, LLC | 5,958 | $139.9 萬 | 0.62% | 00.0% | 不變 |
| Sunburst Financial Group, LLC | 5,706 | $140.0 萬 | 0.34% | −59−1.0% | 減碼 |
| Delphi Management Inc | 5,709 | $140.0 萬 | 1.43% | −860−13.1% | 減碼 |
| RFG - Bristol Wealth Advisors, LLC | 5,723 | $140.4 萬 | 0.47% | +160+2.9% | 加碼 |
| Vantage Financial Partners, LLC | 5,725 | $140.4 萬 | 0.35% | +149+2.7% | 加碼 |
| Park Capital Management, LLC | 5,727 | $140.5 萬 | 1.64% | +194+3.5% | 加碼 |
| Wilkins Miller Wealth Management, LLC | 5,734 | $140.7 萬 | 1.06% | +20+0.4% | 加碼 |
| Heck Capital Advisors, LLC | 5,737 | $140.7 萬 | 0.16% | +2,813+96.2% | 加碼 |
| Clifford Group, LLC | 5,737 | $140.7 萬 | 1.31% | +46+0.8% | 加碼 |
| Patriot Investment Management Inc. | 5,742 | $140.9 萬 | 0.11% | 00.0% | 不變 |
| Galaxy Digital Capital Management GP LLC | 5,749 | $141.0 萬 | 2.16% | −10,116−63.8% | 減碼 |
| Black Swift Group, LLC | 5,759 | $141.3 萬 | 0.32% | +40+0.7% | 加碼 |
| Barnes Pettey Financial Advisors, LLC | 5,766 | $141.4 萬 | 1.10% | −60−1.0% | 減碼 |
| Renasant Bank | 5,767 | $141.5 萬 | 0.94% | +420+7.9% | 加碼 |