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 |
|---|---|---|---|---|---|
| R.H. Investment Group, LLC | 7,390 | $181.3 萬 | 1.74% | 00.0% | 不變 |
| Mason & Associates Inc | 7,398 | $181.5 萬 | 0.45% | −30.0% | 減碼 |
| VisionPoint Advisory Group, LLC | 7,401 | $181.5 萬 | 0.62% | +985+15.4% | 加碼 |
| ELCO Management Co., LLC | 7,409 | $181.8 萬 | 1.00% | −69−0.9% | 減碼 |
| Trilogy Capital Inc. | 7,424 | $182.1 萬 | 0.10% | −287−3.7% | 減碼 |
| Covenant Partners, LLC | 7,451 | $182.8 萬 | 0.59% | −262−3.4% | 減碼 |
| Madison Wealth Partners, Inc | 7,459 | $183.0 萬 | 0.45% | −105−1.4% | 減碼 |
| Key Client Fiduciary Advisors, LLC | 7,469 | $183.2 萬 | 0.84% | +168+2.3% | 加碼 |
| Aspen Wealth Strategies, LLC | 7,474 | $183.3 萬 | 1.20% | −347−4.4% | 減碼 |
| Roehl & Yi Investment Advisors, LLC | 7,481 | $183.5 萬 | 1.00% | +95+1.3% | 加碼 |
| Vivaldi Capital Management, LLC | 7,481 | $183.5 萬 | 0.30% | +980+15.1% | 加碼 |
| Viewpoint Investment Partners Corp | 7,495 | $183.9 萬 | 0.99% | +7,495 | 新進 |
| Ameriflex Group, Inc. | 7,499 | $184.0 萬 | 0.75% | +2,591+52.8% | 加碼 |
| Eqis Capital Management, Inc. | 7,499 | $184.0 萬 | 0.15% | −702−8.6% | 減碼 |
| Physicians Financial Services, Inc. | 7,512 | $184.3 萬 | 0.60% | +165+2.2% | 加碼 |
| Black Diamond Financial, LLC | 7,524 | $184.6 萬 | 0.28% | +61+0.8% | 加碼 |
| ORBA Wealth Advisors, L.L.C. | 7,541 | $185.0 萬 | 0.93% | 00.0% | 不變 |
| Lion Street Advisors, LLC | 7,542 | $185.0 萬 | 0.59% | +817+12.1% | 加碼 |
| Keystone Wealth Services, LLC | 7,566 | $185.6 萬 | 0.50% | +772+11.4% | 加碼 |
| Fortis Group Advisors, LLC | 7,567 | $185.6 萬 | 0.36% | +6,352+522.8% | 加碼 |
| bLong Financial, LLC | 7,575 | $185.8 萬 | 1.65% | 00.0% | 不變 |
| Transamerica Financial Advisors, Inc. | 7,578 | $185.9 萬 | 0.19% | +54+0.7% | 加碼 |
| Veracity Capital LLC | 7,583 | $186.0 萬 | 0.73% | +88+1.2% | 加碼 |
| Five Oceans Advisors | 7,588 | $186.1 萬 | 0.89% | +35+0.5% | 加碼 |
| Security Financial Services, INC. | 7,589 | $186.2 萬 | 0.37% | +168+2.3% | 加碼 |
| Dixon Fnancial Services, Inc. | 7,595 | $186.3 萬 | 1.01% | 00.0% | 不變 |
| Syntax Research, Inc. | 7,608 | $186.6 萬 | 1.29% | −277−3.5% | 減碼 |
| Promethium Advisors,llc | 7,614 | $186.8 萬 | 1.20% | −1,151−13.1% | 減碼 |
| Brucke Financial, Inc. | 7,650 | $187.1 萬 | 1.62% | +492+6.9% | 加碼 |
| Gen-Wealth Partners Inc | 7,631 | $187.2 萬 | 0.78% | +118+1.6% | 加碼 |
| Asset Advisors Investment Management, LLC | 7,648 | $187.6 萬 | 0.20% | +33+0.4% | 加碼 |
| General Partner, Inc. | 7,672 | $188.2 萬 | 1.23% | 00.0% | 不變 |
| SWP Investment Management LLC | 7,682 | $188.4 萬 | 2.35% | +7,682 | 新進 |
| ROI Financial Advisors, LLC | 7,687 | $188.6 萬 | 1.37% | +1,030+15.5% | 加碼 |
| Onefund, LLC | 7,713 | $189.2 萬 | 1.93% | +15+0.2% | 加碼 |
| Potomac Fund Management Inc | 8,273 | $189.5 萬 | 0.83% | +448+5.7% | 加碼 |
| Northwest Wealth Management, LLC | 7,724 | $189.5 萬 | 0.38% | +148+2.0% | 加碼 |
| Alhambra Investment Partners LLC | 7,729 | $189.6 萬 | 0.98% | −94−1.2% | 減碼 |
| Raleigh Capital Management Inc. | 7,731 | $189.6 萬 | 0.86% | −1,683−17.9% | 減碼 |
| Moment Partners, LLC | 7,745 | $190.0 萬 | 0.38% | −49−0.6% | 減碼 |
| LeClair Wealth Partners LLC | 7,762 | $190.4 萬 | 1.37% | −658−7.8% | 減碼 |
| Woodard & Co Asset Management Group Inc | 7,786 | $191.0 萬 | 0.40% | +246+3.3% | 加碼 |
| Centerpoint Advisory Group | 7,786 | $191.0 萬 | 1.88% | +137+1.8% | 加碼 |
| Proffitt & Goodson Inc | 7,787 | $191.0 萬 | 0.31% | −128−1.6% | 減碼 |
| Baron Silver Stevens Financial Advisors, LLC | 7,788 | $191.0 萬 | 0.33% | −35−0.4% | 減碼 |
| Berkeley Capital Partners, LLC | 7,795 | $191.2 萬 | 0.53% | −77−1.0% | 減碼 |
| Stephens Consulting, LLC | 7,795 | $191.2 萬 | 0.48% | +31+0.4% | 加碼 |
| Waterway Wealth Management, LLC | 7,801 | $191.4 萬 | 0.80% | +3,057+64.4% | 加碼 |
| Silver Oak Securities, Inc | 7,881 | $191.4 萬 | 0.18% | +225+2.9% | 加碼 |
| Secured Retirement Advisors, LLC | 7,809 | $191.5 萬 | 1.23% | −1,858−19.2% | 減碼 |
| Foster Victor Wealth Advisors, LLC | 8,126 | $191.9 萬 | 0.15% | −203−2.4% | 減碼 |
| Triad Wealth Partners, LLC | 7,830 | $192.1 萬 | 0.60% | +371+5.0% | 加碼 |
| Garrison Point Advisors, LLC | 7,850 | $192.6 萬 | 0.93% | −271−3.3% | 減碼 |
| Ridgecrest Wealth Partners, LLC | 7,854 | $192.7 萬 | 1.01% | +497+6.8% | 加碼 |
| Riverview Trust Co | 7,858 | $192.8 萬 | 1.90% | −1,381−14.9% | 減碼 |
| JFS Wealth Advisors, LLC | 7,862 | $192.9 萬 | 0.13% | +423+5.7% | 加碼 |
| Gries Financial LLC | 7,871 | $193.1 萬 | 0.37% | +837+11.9% | 加碼 |
| GenTrust, LLC | 7,877 | $193.2 萬 | 0.09% | +744+10.4% | 加碼 |
| Ti-Trust, Inc | 7,879 | $193.3 萬 | 1.28% | −589−7.0% | 減碼 |
| Sentry Investment Management LLC | 9,016 | $193.3 萬 | 1.31% | −1,438−13.8% | 減碼 |
| Delta Investment Management, LLC | 7,916 | $194.2 萬 | 0.39% | +1,999+33.8% | 加碼 |
| LVZ Advisors, Inc. | 7,928 | $194.5 萬 | 0.26% | +121+1.5% | 加碼 |
| Tortoise Investment Management, LLC | 7,948 | $195.0 萬 | 0.20% | −650−7.6% | 減碼 |
| ABLE Financial Group, LLC | 7,954 | $195.1 萬 | 0.55% | −103−1.3% | 減碼 |
| American State Bank (Iowa) | 7,965 | $195.4 萬 | 1.18% | −60−0.7% | 減碼 |
| Apollon Financial, LLC | 7,982 | $195.8 萬 | 0.46% | +889+12.5% | 加碼 |
| Edge Financial Advisors LLC | 7,985 | $195.9 萬 | 1.24% | +265+3.4% | 加碼 |
| McElhenny Sheffield Capital Management, LLC | 7,989 | $196.0 萬 | 0.73% | −35−0.4% | 減碼 |
| GoodHaven Capital Management, LLC | 8,000 | $196.2 萬 | 0.66% | 00.0% | 不變 |
| O'Brien Greene & Co. Inc | 8,014 | $196.6 萬 | 0.66% | −17−0.2% | 減碼 |
| Cora Capital Advisors LLC | 8,014 | $196.6 萬 | 0.94% | +93+1.2% | 加碼 |
| Woodward Diversified Capital, LLC | 8,032 | $197.0 萬 | 1.39% | +263+3.4% | 加碼 |
| One Wealth Advisors, LLC | 8,051 | $197.5 萬 | 0.29% | −128−1.6% | 減碼 |
| Yarger Wealth Strategies, LLC | 8,072 | $198.0 萬 | 1.15% | −1,740−17.7% | 減碼 |
| Kathmere Capital Management, LLC | 8,080 | $198.2 萬 | 0.17% | +527+7.0% | 加碼 |
| Mendel Money Management | 8,087 | $198.4 萬 | 0.94% | +208+2.6% | 加碼 |
| Monte Financial Group, LLC | 8,555 | $198.4 萬 | 0.87% | +357+4.4% | 加碼 |
| Alesco Advisors LLC | 8,093 | $198.5 萬 | 0.06% | +53+0.7% | 加碼 |
| Fortitude Advisory Group L.L.C. | 8,689 | $199.5 萬 | 1.43% | +275+3.3% | 加碼 |
| Tikehau Investment Management | 8,140 | $199.7 萬 | 3.08% | 00.0% | 不變 |
| Tudor Financial Inc. | 8,163 | $200.2 萬 | 1.20% | +54+0.7% | 加碼 |
| Wealth Management Associates, Inc. | 8,165 | $200.3 萬 | 0.86% | −20−0.2% | 減碼 |
| SMART Wealth LLC | 8,171 | $200.4 萬 | 0.72% | −395−4.6% | 減碼 |
| Symphony Financial, Ltd. Co. | 8,721 | $201.1 萬 | 1.19% | −12,216−58.3% | 減碼 |
| Arbor Capital Management Inc | 8,177 | $201.1 萬 | 1.95% | +215+2.7% | 加碼 |
| Ami Asset Management Corp | 8,202 | $201.2 萬 | 0.12% | −151−1.8% | 減碼 |
| Summit Wealth & Retirement Planning, Inc. | 8,220 | $201.6 萬 | 0.62% | +354+4.5% | 加碼 |
| CPA Asset Management LLC | 8,223 | $201.7 萬 | 0.89% | 00.0% | 不變 |
| Terra Nova Asset Management LLC | 8,228 | $201.8 萬 | 1.59% | +8,228 | 新進 |
| Chancellor Financial Group WB LP | 8,235 | $202.0 萬 | 1.68% | +205+2.6% | 加碼 |
| Affiance Financial, LLC | 8,240 | $202.1 萬 | 0.47% | 00.0% | 不變 |
| Hilltop Partners LLC | 8,251 | $202.4 萬 | 0.68% | +671+8.9% | 加碼 |
| Howard Financial Services, Ltd. | 8,253 | $202.4 萬 | 0.28% | −577−6.5% | 減碼 |
| Sunbeam Capital Management, LLC | 8,259 | $202.6 萬 | 1.93% | +14+0.2% | 加碼 |
| TLWM | 8,261 | $202.6 萬 | 0.41% | −29−0.3% | 減碼 |
| Legacy Edge Advisors, LLC | 8,271 | $202.9 萬 | 0.32% | −104−1.2% | 減碼 |
| Jmac Enterprises LLC | 8,291 | $203.4 萬 | 0.48% | −12,072−59.3% | 減碼 |
| Evergreen Wealth Management, LLC | 8,304 | $203.7 萬 | 1.22% | −2,064−19.9% | 減碼 |
| Bolthouse Investments, LLC | 8,317 | $204.0 萬 | 2.13% | 00.0% | 不變 |
| Gallagher Fiduciary Advisors, LLC | 8,330 | $204.3 萬 | 0.07% | −680−7.5% | 減碼 |