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 |
|---|---|---|---|---|---|
| Sunflower Bank, N.A. | 6,611 | $162.2 萬 | 0.45% | −14−0.2% | 減碼 |
| InTrack Investment Management Inc | 6,615 | $162.3 萬 | 1.47% | −3,443−34.2% | 減碼 |
| Access Financial Services, Inc. | 6,624 | $162.5 萬 | 0.65% | −730−9.9% | 減碼 |
| Palogic Value Management, L.P. | 6,624 | $162.5 萬 | 0.72% | 00.0% | 不變 |
| TFC Financial Management | 6,624 | $162.5 萬 | 0.25% | −79−1.2% | 減碼 |
| Omnia Family Wealth, LLC | 6,628 | $162.6 萬 | 0.68% | +794+13.6% | 加碼 |
| Wealth Dimensions Group, Ltd. | 6,632 | $162.7 萬 | 0.39% | +211+3.3% | 加碼 |
| Financial Management Network Inc | 7,589 | $162.7 萬 | 0.37% | +367+5.1% | 加碼 |
| Prosperity Financial Group, Inc. | 6,660 | $163.4 萬 | 0.81% | +468+7.6% | 加碼 |
| Schneider Downs Wealth Management Advisors, LP | 6,664 | $163.5 萬 | 0.30% | −202−2.9% | 減碼 |
| Marshall Financial Group LLC | 6,670 | $163.6 萬 | 0.36% | +392+6.2% | 加碼 |
| Sovereign Financial Group, Inc. | 6,679 | $163.8 萬 | 0.38% | +424+6.8% | 加碼 |
| Sunpointe, LLC | 6,689 | $164.1 萬 | 0.87% | −575−7.9% | 減碼 |
| Investment House LLC | 6,692 | $164.2 萬 | 0.09% | +500+8.1% | 加碼 |
| AGH Wealth Advisors, LLC | 6,708 | $164.6 萬 | 1.59% | −218−3.1% | 減碼 |
| Viewpoint Capital Management LLC | 6,710 | $164.6 萬 | 0.89% | −100−1.5% | 減碼 |
| Finward Bancorp | 6,719 | $164.8 萬 | 1.43% | +56+0.8% | 加碼 |
| Pflug Koory, LLC | 6,732 | $165.1 萬 | 0.92% | 00.0% | 不變 |
| Wall Street Access Asset Management, LLC | 6,745 | $165.5 萬 | 0.66% | −66−1.0% | 減碼 |
| LaSalle St. Investment Advisors, LLC | 6,753 | $165.6 萬 | 0.39% | +783+13.1% | 加碼 |
| Traveka Wealth, LLC | 6,756 | $165.7 萬 | 0.93% | +186+2.8% | 加碼 |
| Greykasell Wealth Strategies, Inc. | 6,773 | $166.1 萬 | 0.89% | +10.0% | 加碼 |
| Fortis Capital Advisors, LLC | 6,781 | $166.3 萬 | 0.34% | −862−11.3% | 減碼 |
| LBMC Investment Advisors, LLC | 6,781 | $166.3 萬 | 0.13% | +55+0.8% | 加碼 |
| Altus Wealth Group LLC | 6,782 | $166.4 萬 | 0.78% | −905−11.8% | 減碼 |
| Richard W. Paul & Associates, LLC | 6,786 | $166.5 萬 | 0.65% | −211−3.0% | 減碼 |
| ZEGA Investments, LLC | 6,789 | $166.5 萬 | 0.49% | +2,083+44.3% | 加碼 |
| Beacon Investment Advisors LLC | 6,791 | $166.6 萬 | 0.79% | +63+0.9% | 加碼 |
| Winmill & Co. Inc | 6,800 | $166.8 萬 | 0.51% | 00.0% | 不變 |
| High Falls Advisors, Inc | 6,808 | $167.0 萬 | 0.39% | +64+0.9% | 加碼 |
| Gilman Hill Asset Management, LLC | 6,822 | $167.3 萬 | 0.29% | −40−0.6% | 減碼 |
| Birchcreek Wealth Management, LLC | 6,833 | $167.6 萬 | 1.06% | −320−4.5% | 減碼 |
| CORDA Investment Management, LLC. | 6,849 | $168.0 萬 | 0.13% | −657−8.8% | 減碼 |
| Atlas Capital Advisors LLC | 6,854 | $168.1 萬 | 0.21% | −800−10.5% | 減碼 |
| Tilia Fiduciary Partners, Inc. | 6,855 | $168.1 萬 | 1.12% | −1,038−13.2% | 減碼 |
| Lantz Financial LLC | 6,865 | $168.4 萬 | 0.46% | +68+1.0% | 加碼 |
| Rogco, LP | 6,876 | $168.7 萬 | 0.68% | −424−5.8% | 減碼 |
| Riverbend Wealth Management, LLC | 6,889 | $169.0 萬 | 1.51% | +90+1.3% | 加碼 |
| Private Client Services, LLC | 6,891 | $169.0 萬 | 0.84% | +1,183+20.7% | 加碼 |
| Freemont Management S.A. | 6,900 | $169.3 萬 | 0.67% | −700−9.2% | 減碼 |
| Measured Wealth Private Client Group, LLC | 6,905 | $169.4 萬 | 0.54% | +5+0.1% | 加碼 |
| Heartwood Wealth Advisors LLC | 6,917 | $169.7 萬 | 0.19% | −18−0.3% | 減碼 |
| Northstar Advisory Group, LLC | 6,924 | $169.8 萬 | 1.11% | +4,495+185.1% | 加碼 |
| Deltec Asset Management LLC | 6,925 | $169.9 萬 | 0.37% | +5,000+259.7% | 加碼 |
| Solidarilty Wealth, LLC | 6,932 | $170.0 萬 | 0.42% | +104+1.5% | 加碼 |
| RFP Financial Group LLC | 6,933 | $170.1 萬 | 0.68% | +47+0.7% | 加碼 |
| AJ Advisors, LLC | 6,941 | $170.3 萬 | 0.87% | +10+0.1% | 加碼 |
| ARGA Investment Management, LP | 6,950 | $170.5 萬 | 0.06% | 00.0% | 不變 |
| TFR Capital, LLC. | 6,957 | $170.7 萬 | 0.71% | +3,121+81.4% | 加碼 |
| Sippican Capital Advisors | 6,970 | $171.0 萬 | 1.29% | −14−0.2% | 減碼 |
| Total Wealth Planning & Management, Inc. | 6,971 | $171.0 萬 | 1.75% | +31+0.4% | 加碼 |
| Tennessee Valley Asset Management Partners | 6,974 | $171.1 萬 | 0.28% | +468+7.2% | 加碼 |
| Centiva Capital, LP | 6,990 | $171.5 萬 | 0.10% | +5,383+335.0% | 加碼 |
| Nabity-Jensen Investment Management Inc | 6,991 | $171.5 萬 | 1.36% | +107+1.6% | 加碼 |
| Oakwell Private Wealth Management, LLC | 6,996 | $171.6 萬 | 0.47% | +523+8.1% | 加碼 |
| Ruffer LLP | 7,000 | $171.7 萬 | 0.07% | −1,520−17.8% | 減碼 |
| Colonial River Wealth Management, LLC | 7,001 | $171.7 萬 | 0.95% | −7,353−51.2% | 減碼 |
| Advisory Research Inc | 7,006 | $171.9 萬 | 0.30% | −1,130−13.9% | 減碼 |
| Legacy Capital Wealth Partners, LLC | 7,006 | $171.9 萬 | 0.42% | −359−4.9% | 減碼 |
| Kozak & Associates, Inc. | 7,323 | $171.9 萬 | 0.43% | +45+0.6% | 加碼 |
| Phillips Wealth Planners LLC | 7,285 | $172.1 萬 | 1.82% | +147+2.1% | 加碼 |
| Cornerstone National Bank & Trust Co | 7,015 | $172.1 萬 | 0.77% | −715−9.2% | 減碼 |
| Edgemoor Investment Advisors, Inc. | 7,025 | $172.3 萬 | 0.16% | −151−2.1% | 減碼 |
| Security National Bank of Sioux City Iowa | 7,029 | $172.4 萬 | 1.25% | +202+3.0% | 加碼 |
| Keyes, Stange & Wooten Wealth Management, LLC | 7,043 | $172.8 萬 | 0.98% | −446−6.0% | 減碼 |
| Talisman Wealth Advisors LLC | 7,050 | $172.9 萬 | 1.78% | −138−1.9% | 減碼 |
| Retirement Planning Group | 7,057 | $173.1 萬 | 0.08% | −131−1.8% | 減碼 |
| Orca Investment Management, LLC | 7,061 | $173.2 萬 | 1.73% | +24+0.3% | 加碼 |
| 5th Street Advisors, LLC | 7,072 | $173.5 萬 | 0.84% | +1,154+19.5% | 加碼 |
| Tandem Investment Partners LLC | 7,075 | $173.5 萬 | 1.71% | −206−2.8% | 減碼 |
| KRS Capital Management, LLC | 7,110 | $174.4 萬 | 1.39% | +424+6.3% | 加碼 |
| Powell Investment Advisors, LLC | 7,122 | $174.7 萬 | 0.86% | 00.0% | 不變 |
| Principal Street Partners, LLC | 7,127 | $174.8 萬 | 0.33% | −29,592−80.6% | 減碼 |
| SC&H Financial Advisors, Inc. | 7,142 | $175.2 萬 | 0.34% | 00.0% | 不變 |
| Cladis Investment Advisory, LLC | 7,153 | $175.5 萬 | 1.27% | 00.0% | 不變 |
| Aviso Wealth Management | 7,158 | $175.6 萬 | 0.93% | +1,119+18.5% | 加碼 |
| AllSquare Wealth Management LLC | 7,166 | $175.8 萬 | 1.04% | −330−4.4% | 減碼 |
| Bullock Wealth Management Group | 7,222 | $176.0 萬 | 0.98% | −849−10.5% | 減碼 |
| GPS Wealth Strategies Group, LLC | 7,173 | $176.0 萬 | 0.24% | +2,718+61.0% | 加碼 |
| Armbruster Capital Management, Inc. | 7,178 | $176.1 萬 | 0.35% | −433−5.7% | 減碼 |
| Bingham Private Wealth, LLC | 7,179 | $176.1 萬 | 1.82% | −389−5.1% | 減碼 |
| Northside Capital Management, LLC | 7,182 | $176.2 萬 | 0.29% | +182+2.6% | 加碼 |
| Syntegra Private Wealth Group, LLC | 7,196 | $176.5 萬 | 0.21% | +122+1.7% | 加碼 |
| HBW Advisory Services LLC | 7,206 | $176.8 萬 | 0.25% | +2,281+46.3% | 加碼 |
| RF&L Wealth Management, LLC | 7,227 | $177.3 萬 | 1.27% | −50−0.7% | 減碼 |
| Thrive Wealth Management, LLC | 7,229 | $177.3 萬 | 0.34% | −355−4.7% | 減碼 |
| Sivia Capital Partners, LLC | 7,243 | $177.7 萬 | 0.83% | +527+7.8% | 加碼 |
| Wealth Group, Ltd. | 7,249 | $177.8 萬 | 1.15% | −186−2.5% | 減碼 |
| Mosaic Family Wealth Partners, LLC | 7,252 | $177.9 萬 | 0.25% | −79−1.1% | 減碼 |
| Cahill Financial Advisors Inc | 7,256 | $178.0 萬 | 0.24% | +239+3.4% | 加碼 |
| Capital Square, LLC | 7,299 | $179.0 萬 | 1.05% | −55−0.7% | 減碼 |
| Windsor Advisory Group, LLC | 7,300 | $179.1 萬 | 2.31% | −32−0.4% | 減碼 |
| Intrua Financial, LLC | 7,307 | $179.3 萬 | 0.28% | −32−0.4% | 減碼 |
| Versant Capital Management, Inc | 7,310 | $179.3 萬 | 0.30% | +3,513+92.5% | 加碼 |
| Argyle Capital Partners, LLC | 7,349 | $180.3 萬 | 1.55% | −99−1.3% | 減碼 |
| Grant Private Wealth Management Inc | 7,365 | $180.7 萬 | 1.95% | +605+8.9% | 加碼 |
| Foster Group, Inc. | 7,372 | $180.8 萬 | 0.07% | +1,005+15.8% | 加碼 |
| Unique Wealth Strategies, LLC | 7,375 | $180.9 萬 | 0.82% | −505−6.4% | 減碼 |
| Commons Capital, LLC | 7,379 | $181.0 萬 | 1.66% | −191−2.5% | 減碼 |
| Wiser Advisor Group LLC | 7,384 | $181.1 萬 | 2.67% | +262+3.7% | 加碼 |