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 5,158 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 | 5,158 | $6,437 億 |
| 2026 年第 1 季 | 5,103 | $5,720 億 |
| 2025 年第 4 季 | 5,154 | $6,395 億 |
| 2025 年第 3 季 | 4,765 | $6,180 億 |
| 2025 年第 2 季 | 4,752 | $5,824 億 |
| 2025 年第 1 季 | 4,679 | $4,946 億 |
| 2024 年第 4 季 | 4,680 | $4,900 億 |
| 2024 年第 3 季 | 4,215 | $4,294 億 |
| 2024 年第 2 季 | 4,181 | $4,162 億 |
| 2024 年第 1 季 | 4,120 | $4,145 億 |
| 2023 年第 4 季 | 4,001 | $3,518 億 |
| 2023 年第 3 季 | 3,710 | $2,970 億 |
| 2023 年第 2 季 | 3,672 | $2,976 億 |
| 2023 年第 1 季 | 3,612 | $2,663 億 |
| 2022 年第 4 季 | 3,628 | $2,783 億 |
| 2022 年第 3 季 | 3,395 | $2,129 億 |
| 2022 年第 2 季 | 3,427 | $2,293 億 |
| 2022 年第 1 季 | 3,519 | $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 |
|---|---|---|---|---|---|
| Novak & Powell Financial Services, Inc. | 5,800 | $142.3 萬 | 0.89% | −56−1.0% | 減碼 |
| Capital Investment Counsel, Inc | 5,804 | $142.4 萬 | 0.21% | +190+3.4% | 加碼 |
| Shakespeare Wealth Management, Inc. | 5,829 | $143.0 萬 | 0.38% | −378−6.1% | 減碼 |
| Carrera Capital Advisors | 5,831 | $143.0 萬 | 0.32% | +1,045+21.8% | 加碼 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 5,850 | $143.5 萬 | 0.91% | 00.0% | 不變 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 5,860 | $143.7 萬 | 0.68% | +3,506+148.9% | 加碼 |
| Nadler Financial Group, Inc. | 5,860 | $143.8 萬 | 0.16% | +140+2.4% | 加碼 |
| Longfellow Investment Management Co LLC | 5,876 | $144.1 萬 | 0.35% | +1,063+22.1% | 加碼 |
| Dogwood Wealth Management LLC | 5,885 | $144.4 萬 | 0.76% | +174+3.0% | 加碼 |
| Granite Harbor Advisors, Inc. | 5,893 | $144.6 萬 | 0.77% | +342+6.2% | 加碼 |
| Beaumont Capital Management, LLC | 5,900 | $144.7 萬 | 1.07% | +5,900 | 新進 |
| Newbridge Financial Services Group, Inc. | 5,904 | $144.8 萬 | 0.35% | −15−0.3% | 減碼 |
| Fjell Capital, LLC | 5,933 | $145.5 萬 | 1.48% | +163+2.8% | 加碼 |
| ICONIQ Capital, LLC | 5,939 | $145.7 萬 | 0.03% | +12+0.2% | 加碼 |
| Rosenberg Matthew Hamilton | 5,941 | $145.7 萬 | 0.37% | +206+3.6% | 加碼 |
| Greatmark Investment Partners, Inc. | 5,942 | $145.8 萬 | 0.20% | −225−3.6% | 減碼 |
| BXM Wealth LLC | 5,945 | $145.8 萬 | 1.75% | +245+4.3% | 加碼 |
| New Covenant Trust Company, N.A. | 6,005 | $145.8 萬 | 1.54% | −246−3.9% | 減碼 |
| Sandbox Financial Partners, LLC | 5,946 | $145.9 萬 | 0.52% | +267+4.7% | 加碼 |
| Alpha Family Trust | 5,950 | $146.0 萬 | 0.85% | 00.0% | 不變 |
| Rainier Family Wealth Inc | 5,955 | $146.1 萬 | 1.72% | −77−1.3% | 減碼 |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 5,960 | $146.1 萬 | 5.93% | +5,960 | 新進 |
| Hickory Point Bank & Trust | 5,965 | $146.3 萬 | 1.29% | +714+13.6% | 加碼 |
| Coastal Investment Advisors, Inc. | 5,973 | $146.5 萬 | 0.67% | +150+2.6% | 加碼 |
| Moller Financial Services | 5,976 | $146.6 萬 | 0.36% | +2,539+73.9% | 加碼 |
| Westside Investment Management, Inc. | 5,986 | $146.7 萬 | 0.31% | −40−0.7% | 減碼 |
| DMG Group, LLC | 5,998 | $147.1 萬 | 1.20% | −1,031−14.7% | 減碼 |
| Topsail Wealth Management, LLC | 5,999 | $147.2 萬 | 0.30% | +1,164+24.1% | 加碼 |
| Gould Asset Management LLC | 6,005 | $147.3 萬 | 0.30% | +44+0.7% | 加碼 |
| Hurley Capital, LLC | 6,006 | $147.3 萬 | 1.12% | −315−5.0% | 減碼 |
| Strategic Wealth Designers | 6,013 | $147.5 萬 | 2.57% | −111,850−94.9% | 減碼 |
| Wincap Financial LLC | 6,021 | $147.7 萬 | 1.40% | −251−4.0% | 減碼 |
| Sulzberger Capital Advisors, Inc. | 6,034 | $148.0 萬 | 1.95% | −405−6.3% | 減碼 |
| Barden Capital Management, Inc. | 6,051 | $148.4 萬 | 1.32% | +6,051 | 新進 |
| Carr Financial Group Corp | 6,057 | $148.6 萬 | 0.49% | +413+7.3% | 加碼 |
| Fairview Capital Investment Management, LLC | 6,059 | $148.6 萬 | 0.08% | −5−0.1% | 減碼 |
| Whitaker-Myers Wealth Managers, LTD. | 6,067 | $148.8 萬 | 0.42% | +2,373+64.2% | 加碼 |
| Capital Planning Advisors, LLC | 6,072 | $148.9 萬 | 0.23% | −11−0.2% | 減碼 |
| Pathway Financial Advisors LLC | 6,072 | $148.9 萬 | 0.27% | 00.0% | 不變 |
| South Plains Financial, Inc. | 6,075 | $149.0 萬 | 1.16% | +94+1.6% | 加碼 |
| Systematic Financial Management LP | 6,075 | $149.0 萬 | 0.04% | 00.0% | 不變 |
| Gibbs Wealth Management | 6,077 | $149.1 萬 | 0.36% | +962+18.8% | 加碼 |
| Hurlow Wealth Management Group, Inc. | 6,097 | $149.6 萬 | 0.47% | +559+10.1% | 加碼 |
| Sentry LLC | 6,101 | $149.7 萬 | 0.29% | +200+3.4% | 加碼 |
| Womack Financial LLC | 6,104 | $149.7 萬 | 1.37% | −107−1.7% | 減碼 |
| Philip James Wealth Mangement, LLC | 6,105 | $149.8 萬 | 0.18% | −170−2.7% | 減碼 |
| McNaughton Wealth Management, LLC | 6,119 | $150.1 萬 | 0.73% | +105+1.7% | 加碼 |
| Hexagon Capital Partners LLC | 6,133 | $150.4 萬 | 0.28% | −269−4.2% | 減碼 |
| Bay Rivers Group | 6,133 | $150.4 萬 | 0.79% | +75+1.2% | 加碼 |
| Powers Advisory Group, LLC | 6,142 | $150.7 萬 | 0.72% | +11+0.2% | 加碼 |
| Crumly & Associates Inc. | 6,164 | $151.2 萬 | 0.42% | +142+2.4% | 加碼 |
| McDaniel Terry & Co | 6,166 | $151.3 萬 | 0.13% | −43−0.7% | 減碼 |
| Lathrop Investment Management Corp | 6,173 | $151.4 萬 | 0.30% | +3,453+126.9% | 加碼 |
| Accuvest Global Advisors | 6,184 | $151.7 萬 | 1.29% | +6,184 | 新進 |
| BayBridge Capital Group, LLC | 6,211 | $152.3 萬 | 1.10% | −362−5.5% | 減碼 |
| Fountainhead AM, LLC | 6,218 | $152.5 萬 | 0.25% | +1,505+31.9% | 加碼 |
| Sovran Advisors, LLC | 6,579 | $152.6 萬 | 0.20% | −3,323−33.6% | 減碼 |
| Sym Financial Corp | 6,224 | $152.7 萬 | 0.19% | +170+2.8% | 加碼 |
| Solstein Capital, LLC | 6,244 | $153.2 萬 | 0.89% | 00.0% | 不變 |
| Paragon Private Wealth Management, LLC | 6,246 | $153.2 萬 | 0.71% | +2,055+49.0% | 加碼 |
| Portland Investment Counsel Inc. | 6,251 | $153.3 萬 | 0.47% | 00.0% | 不變 |
| Quantum Financial Advisors, LLC | 6,253 | $153.4 萬 | 0.23% | −37−0.6% | 減碼 |
| Fiducient Advisors LLC | 6,253 | $153.4 萬 | 0.19% | +2,647+73.4% | 加碼 |
| Menard Financial Group LLC | 6,176 | $153.9 萬 | 1.01% | +100+1.6% | 加碼 |
| BCM Advisors, LLC | 6,099 | $154.0 萬 | 0.35% | 00.0% | 不變 |
| Trust Co of the South | 6,293 | $154.4 萬 | 0.32% | +582+10.2% | 加碼 |
| Reynders McVeigh Capital Management, LLC | 6,298 | $154.5 萬 | 0.09% | −26−0.4% | 減碼 |
| D'Orazio & Associates, Inc. | 6,303 | $154.6 萬 | 0.24% | +303+5.1% | 加碼 |
| Fi3 FINANCIAL ADVISORS, LLC | 6,304 | $154.6 萬 | 0.63% | −153−2.4% | 減碼 |
| ARK & TLK Investments, LLC | 6,310 | $154.8 萬 | 0.55% | −120−1.9% | 減碼 |
| Knollwood Investment Advisory, LLC | 6,310 | $154.8 萬 | 0.17% | 00.0% | 不變 |
| Alaska Permanent Fund Corp | 6,338 | $155.0 萬 | 0.02% | 00.0% | 不變 |
| Southeast Asset Advisors Inc. | 6,331 | $155.3 萬 | 0.19% | +1,609+34.1% | 加碼 |
| Capital Advisory Group Advisory Services, LLC | 6,332 | $155.3 萬 | 0.59% | +152+2.5% | 加碼 |
| Fairscale Capital, LLC | 6,339 | $155.5 萬 | 1.40% | +18+0.3% | 加碼 |
| St. Clair Advisors, LLC | 6,360 | $156.0 萬 | 0.44% | 00.0% | 不變 |
| Verum Partners LLC | 6,362 | $156.1 萬 | 0.42% | 00.0% | 不變 |
| Crew Capital Management, Ltd. | 6,371 | $156.3 萬 | 1.28% | +54+0.9% | 加碼 |
| Fidelity D & D Bancorp Inc | 6,380 | $156.5 萬 | 1.03% | −95−1.5% | 減碼 |
| HMV Wealth Advisors, LLC | 6,385 | $156.6 萬 | 1.24% | 00.0% | 不變 |
| TFB Advisors LLC | 6,385 | $156.6 萬 | 0.45% | +106+1.7% | 加碼 |
| Headlands Technologies LLC | 6,388 | $156.7 萬 | 0.18% | +6,388 | 新進 |
| M.E. Allison & Co., Inc. | 6,390 | $156.8 萬 | 1.55% | −207−3.1% | 減碼 |
| McLean Asset Management Corp | 7,230 | $156.8 萬 | 0.52% | −300−4.0% | 減碼 |
| Williamson Legacy Group, LLC | 6,403 | $157.1 萬 | 1.49% | +1,137+21.6% | 加碼 |
| Napatree Capital LLC | 6,405 | $157.1 萬 | 0.88% | +138+2.2% | 加碼 |
| Symphony Financial Services, Inc. | 6,409 | $157.2 萬 | 1.03% | −79−1.2% | 減碼 |
| Keynote Financial Services LLC | 6,434 | $157.8 萬 | 1.13% | 00.0% | 不變 |
| MinichMacGregor Wealth Management, LLC | 6,441 | $158.0 萬 | 0.35% | +1,134+21.4% | 加碼 |
| Costello Asset Management, INC | 6,476 | $158.9 萬 | 0.64% | +56+0.9% | 加碼 |
| Frazier Financial Advisors, LLC | 6,482 | $159.0 萬 | 1.23% | −297−4.4% | 減碼 |
| ERn Financial, LLC | 6,513 | $159.8 萬 | 0.25% | −356−5.2% | 減碼 |
| McIlrath & Eck, LLC | 6,517 | $159.9 萬 | 0.20% | +225+3.6% | 加碼 |
| Disciplined Investors, L.L.C. | 6,521 | $160.0 萬 | 1.44% | +248+4.0% | 加碼 |
| Hillsdale Investment Management Inc. | 6,542 | $160.5 萬 | 0.08% | +1,220+22.9% | 加碼 |
| Regent Peak Wealth Advisors LLC | 6,543 | $160.5 萬 | 0.38% | +26+0.4% | 加碼 |
| Sutton Place Investors LLC | 6,550 | $160.7 萬 | 1.08% | −8,497−56.5% | 減碼 |
| Mount Lucas Management LP | 6,560 | $160.9 萬 | 0.76% | −7,377−52.9% | 減碼 |
| World Equity Group, Inc. | 6,616 | $161.3 萬 | 0.46% | −6,680−50.2% | 減碼 |
| Evolution Wealth Advisors, LLC | 6,598 | $161.8 萬 | 0.27% | −90−1.3% | 減碼 |