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 |
|---|---|---|---|---|---|
| RoundAngle Advisors LLC | 8,334 | $204.4 萬 | 1.88% | +324+4.0% | 加碼 |
| Accel Wealth Management | 8,350 | $204.8 萬 | 0.74% | −143−1.7% | 減碼 |
| Johnson & White Wealth Management, LLC | 8,362 | $205.1 萬 | 1.15% | −81−1.0% | 減碼 |
| First National Bank Sioux Falls | 8,364 | $205.2 萬 | 0.83% | −235−2.7% | 減碼 |
| Armor Investment Advisors, LLC | 8,365 | $205.2 萬 | 0.85% | −115−1.4% | 減碼 |
| Independent Solutions Wealth Management, LLC | 8,367 | $205.2 萬 | 0.46% | −524−5.9% | 減碼 |
| Game Creek Capital, LP | 8,375 | $205.4 萬 | 1.28% | −425−4.8% | 減碼 |
| Lakeshore Financial Planning, Inc. | 8,380 | $205.6 萬 | 0.86% | −2,083−19.9% | 減碼 |
| PFC Capital Group, Inc. | 8,395 | $205.9 萬 | 1.04% | −465−5.2% | 減碼 |
| Childress Capital Advisors, LLC | 8,415 | $206.4 萬 | 0.60% | +328+4.1% | 加碼 |
| Cape Ann Savings Bank | 8,422 | $206.6 萬 | 1.30% | −543−6.1% | 減碼 |
| MBA Advisors LLC | 8,432 | $206.8 萬 | 1.02% | −165−1.9% | 減碼 |
| Cypress Capital Management LLC (WY) | 8,436 | $206.9 萬 | 2.47% | −112−1.3% | 減碼 |
| Seven Mile Advisory | 8,437 | $207.0 萬 | 1.38% | −131−1.5% | 減碼 |
| Bay Capital Advisors, LLC | 8,457 | $207.5 萬 | 1.73% | 00.0% | 不變 |
| IFG Advisors, LLC | 8,476 | $207.9 萬 | 0.40% | +9+0.1% | 加碼 |
| Mainstream Capital Management LLC | 8,481 | $208.0 萬 | 1.65% | +218+2.6% | 加碼 |
| Eley Financial Management, Inc | 8,539 | $208.1 萬 | 0.83% | −77−0.9% | 減碼 |
| Icapital Wealth LLC | 8,484 | $208.1 萬 | 1.27% | +1,010+13.5% | 加碼 |
| First Heartland Consultants, Inc. | 8,486 | $208.2 萬 | 0.21% | +91+1.1% | 加碼 |
| Westbourne Investment Advisors, Inc. | 8,490 | $208.3 萬 | 0.74% | 00.0% | 不變 |
| Orion Capital Management LLC | 8,494 | $208.4 萬 | 0.88% | −300−3.4% | 減碼 |
| Fielder Capital Group LLC | 8,498 | $208.5 萬 | 0.60% | +390+4.8% | 加碼 |
| Capital Management Associates | 8,500 | $208.5 萬 | 4.07% | −3,702−30.3% | 減碼 |
| Hendershot Investments Inc. | 8,503 | $208.6 萬 | 0.28% | +273+3.3% | 加碼 |
| First National Bank & Trust Co of Newtown | 8,504 | $208.6 萬 | 0.44% | −220−2.5% | 減碼 |
| Bouchey Financial Group Ltd | 8,522 | $209.0 萬 | 0.19% | +100+1.2% | 加碼 |
| Keystone Financial Services | 8,526 | $209.1 萬 | 0.80% | +14+0.2% | 加碼 |
| Prairie Sky Financial Group LLC | 8,533 | $209.3 萬 | 1.24% | 00.0% | 不變 |
| N.E.W. Advisory Services LLC | 8,539 | $209.5 萬 | 0.16% | +129+1.5% | 加碼 |
| Paulson Wealth Management Inc. | 8,565 | $210.1 萬 | 0.59% | −60−0.7% | 減碼 |
| M. Kraus & Co | 8,572 | $210.3 萬 | 0.64% | −45−0.5% | 減碼 |
| Vista Investment Partners II, LLC | 8,572 | $210.3 萬 | 1.16% | −77−0.9% | 減碼 |
| Redwood Investment Management, LLC | 8,573 | $210.3 萬 | 0.23% | +3,481+68.4% | 加碼 |
| Inman Jager Wealth Management, LLC | 8,574 | $210.3 萬 | 1.58% | −872−9.2% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 8,578 | $210.4 萬 | 1.21% | +987+13.0% | 加碼 |
| Lecap Asset Management Ltd | 8,595 | $210.8 萬 | 0.49% | +8,595 | 新進 |
| Trust Co | 8,600 | $211.0 萬 | 0.25% | +47+0.5% | 加碼 |
| CoreFirst Bank & Trust | 8,614 | $211.3 萬 | 1.36% | −1,243−12.6% | 減碼 |
| Addison Advisors LLC | 8,615 | $211.3 萬 | 0.58% | −140−1.6% | 減碼 |
| JNBA Financial Advisors | 8,626 | $211.6 萬 | 0.22% | −30.0% | 減碼 |
| Core Wealth Partners LLC | 8,627 | $211.6 萬 | 1.23% | +268+3.2% | 加碼 |
| Stableford Capital II LLC | 9,125 | $211.7 萬 | 0.90% | −1,212−11.7% | 減碼 |
| Cheviot Value Management, LLC | 8,383 | $211.7 萬 | 0.26% | +593+7.6% | 加碼 |
| Front Row Advisors LLC | 8,636 | $211.8 萬 | 0.81% | −165−1.9% | 減碼 |
| Cim, LLC | 8,666 | $212.6 萬 | 0.32% | +8,666 | 新進 |
| City State Bank | 8,667 | $212.6 萬 | 0.70% | +34+0.4% | 加碼 |
| RMR Capital Management, LLC | 8,679 | $212.9 萬 | 1.54% | 00.0% | 不變 |
| Defined Wealth Management, LLC | 8,682 | $213.0 萬 | 1.43% | −271−3.0% | 減碼 |
| Castle Wealth Management LLC | 8,684 | $213.0 萬 | 0.83% | +242+2.9% | 加碼 |
| Rodgers Brothers Inc. | 8,685 | $213.0 萬 | 0.28% | +39+0.5% | 加碼 |
| Texas Capital Bancshares Inc | 8,689 | $213.1 萬 | 0.91% | +478+5.8% | 加碼 |
| Integrated Capital Management, LLC | 8,712 | $213.7 萬 | 1.18% | +95+1.1% | 加碼 |
| W Advisors, LLC | 8,745 | $214.5 萬 | 1.34% | +95+1.1% | 加碼 |
| Charter Oak Capital Management, LLC | 8,746 | $214.5 萬 | 0.20% | −75−0.9% | 減碼 |
| Aigen Investment Management, LP | 8,748 | $214.6 萬 | 0.34% | +8,748 | 新進 |
| BHK Investment Advisors, LLC | 8,750 | $214.6 萬 | 0.91% | −574−6.2% | 減碼 |
| South Street Advisors LLC | 8,782 | $215.4 萬 | 0.35% | −150−1.7% | 減碼 |
| Meridian Investment Counsel Inc. | 8,787 | $215.5 萬 | 0.63% | 00.0% | 不變 |
| Hummer Financial Advisory Services Inc | 8,790 | $215.6 萬 | 1.75% | 00.0% | 不變 |
| Navellier & Associates Inc | 8,540 | $215.7 萬 | 0.30% | −1,000−10.5% | 減碼 |
| Wealthquest Corp | 8,793 | $215.7 萬 | 0.18% | −130−1.5% | 減碼 |
| Anb Bank | 8,801 | $215.9 萬 | 0.96% | −300−3.3% | 減碼 |
| First County Bank | 8,811 | $216.1 萬 | 1.19% | −539−5.8% | 減碼 |
| Bordeaux Wealth Advisors LLC | 8,817 | $216.3 萬 | 0.40% | −527−5.6% | 減碼 |
| Prossimo Advisors, LLC | 8,821 | $216.4 萬 | 1.63% | +47+0.5% | 加碼 |
| Signet Financial Management, LLC | 8,822 | $216.4 萬 | 0.29% | −490−5.3% | 減碼 |
| Tang Capital Management LLC | 8,854 | $217.2 萬 | 0.12% | +2,253+34.1% | 加碼 |
| Trail Ridge Investment Advisors, LLC | 8,876 | $217.7 萬 | 1.12% | −879−9.0% | 減碼 |
| O'Keefe Stevens Advisory, Inc. | 8,885 | $217.9 萬 | 0.71% | +811+10.0% | 加碼 |
| Citadel Investment Advisory, Inc. | 8,886 | $218.0 萬 | 1.07% | 00.0% | 不變 |
| Westmount Partners, LLC | 8,891 | $218.1 萬 | 0.67% | −630−6.6% | 減碼 |
| Roxbury Financial LLC | 8,244 | $218.2 萬 | 2.13% | +132+1.6% | 加碼 |
| LexAurum Advisors, LLC | 8,895 | $218.2 萬 | 0.42% | +151+1.7% | 加碼 |
| Cromwell Holdings LLC | 8,913 | $218.6 萬 | 1.41% | 00.0% | 不變 |
| Weaver C. Barksdale & Associates, Inc. | 8,914 | $218.6 萬 | 2.10% | −835−8.6% | 減碼 |
| Bennett Selby Investments LP | 8,917 | $218.7 萬 | 0.86% | −49−0.5% | 減碼 |
| Savoie Capital LLC | 9,129 | $218.8 萬 | 0.26% | 00.0% | 不變 |
| Lazari Capital Management, Inc. | 8,924 | $218.9 萬 | 0.90% | −281−3.1% | 減碼 |
| Yukon Wealth Management, Inc. | 8,931 | $219.1 萬 | 0.91% | +8,931 | 新進 |
| Oarsman Capital, Inc. | 8,934 | $219.2 萬 | 0.39% | +495+5.9% | 加碼 |
| Atwood & Palmer Inc | 8,949 | $219.5 萬 | 0.15% | +1,748+24.3% | 加碼 |
| Claris Financial LLC | 9,157 | $219.5 萬 | 1.44% | 00.0% | 不變 |
| Sandy Cove Advisors, LLC | 8,951 | $219.6 萬 | 0.88% | −657−6.8% | 減碼 |
| One + One Wealth Management, LLC | 8,977 | $220.2 萬 | 1.20% | −228−2.5% | 減碼 |
| Iron Financial, LLC | 8,985 | $220.4 萬 | 1.24% | +143+1.6% | 加碼 |
| Kelly Lawrence W & Associates Inc | 9,028 | $221.5 萬 | 0.54% | −220−2.4% | 減碼 |
| Asio Capital, LLC | 9,038 | $221.7 萬 | 0.43% | +47+0.5% | 加碼 |
| Bayview Asset Management, LLC | 9,057 | $222.2 萬 | 2.50% | +9,057 | 新進 |
| Altman Advisors, Inc. | 9,098 | $222.6 萬 | 1.03% | +61+0.7% | 加碼 |
| Ames National Corp | 9,090 | $223.0 萬 | 1.50% | −170−1.8% | 減碼 |
| Legacy Bridge, LLC | 9,115 | $223.6 萬 | 1.25% | +580+6.8% | 加碼 |
| TKG Advisors, LLC | 9,131 | $224.0 萬 | 1.10% | +510+5.9% | 加碼 |
| Warm Springs Advisors Inc. | 9,133 | $224.0 萬 | 2.25% | +129+1.4% | 加碼 |
| Drive Wealth Management, LLC | 9,134 | $224.1 萬 | 0.53% | −202−2.2% | 減碼 |
| Ellsworth Advisors, LLC | 9,149 | $224.4 萬 | 0.59% | +273+3.1% | 加碼 |
| Birchbrook, Inc. | 9,153 | $224.5 萬 | 1.26% | −381−4.0% | 減碼 |
| Eagle Wealth Strategies LLC | 9,180 | $225.2 萬 | 1.38% | +199+2.2% | 加碼 |
| Corrado Advisors, LLC | 9,190 | $225.4 萬 | 1.51% | −1,385−13.1% | 減碼 |
| Mendel Capital Management LLC | 9,197 | $225.6 萬 | 1.37% | +105+1.2% | 加碼 |