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 |
|---|---|---|---|---|---|
| Calton & Associates, Inc. | 9,204 | $225.8 萬 | 0.51% | +2,146+30.4% | 加碼 |
| Papamarkou Wellner Asset Management inc. | 9,226 | $226.3 萬 | 1.58% | −220−2.3% | 減碼 |
| Fullcircle Wealth LLC | 9,318 | $226.6 萬 | 0.93% | +795+9.3% | 加碼 |
| Capital Performance Advisors LLP | 9,239 | $226.6 萬 | 0.50% | +6,242+208.3% | 加碼 |
| Vision Capital Management, Inc. | 9,240 | $226.7 萬 | 0.33% | +2,175+30.8% | 加碼 |
| Samalin Investment Counsel, LLC | 9,262 | $227.2 萬 | 0.92% | +233+2.6% | 加碼 |
| Centennial Bank | 9,263 | $227.2 萬 | 1.08% | −320−3.3% | 減碼 |
| Washington Capital Management Inc | 9,280 | $227.6 萬 | 1.84% | −60−0.6% | 減碼 |
| MRP Capital Investments, LLC | 9,281 | $227.7 萬 | 2.13% | −73−0.8% | 減碼 |
| Astoria Portfolio Advisors LLC. | 9,464 | $228.0 萬 | 0.78% | −1,273−11.9% | 減碼 |
| Mosaic Financial Group, LLC | 9,296 | $228.0 萬 | 1.85% | +78+0.8% | 加碼 |
| First Command Advisory Services, Inc. | 9,306 | $228.3 萬 | 0.02% | +40+0.4% | 加碼 |
| Monterey Private Wealth, Inc. | 9,319 | $228.6 萬 | 0.67% | −225−2.4% | 減碼 |
| Emprise Bank | 9,319 | $228.6 萬 | 1.22% | −187−2.0% | 減碼 |
| Personal Cfo Solutions, LLC | 9,320 | $228.6 萬 | 0.46% | −143−1.5% | 減碼 |
| RW Investment Management LLC | 9,326 | $228.8 萬 | 0.28% | −101−1.1% | 減碼 |
| Kapstone Financial Advisors LLC | 9,326 | $228.8 萬 | 1.29% | −97−1.0% | 減碼 |
| J.Safra Asset Management Corp | 9,337 | $229.0 萬 | 0.19% | +4,943+112.5% | 加碼 |
| Masso Torrence Wealth Management Inc. | 9,339 | $229.1 萬 | 1.22% | +37+0.4% | 加碼 |
| BlackDiamond Wealth Management Inc. | 9,056 | $229.2 萬 | 1.55% | −3,024−25.0% | 減碼 |
| NorthStar Asset Management LLC | 9,344 | $229.2 萬 | 1.43% | +501+5.7% | 加碼 |
| JSF Financial, LLC | 9,348 | $229.3 萬 | 0.60% | +10.0% | 加碼 |
| Medallion Wealth Advisors, LLC | 9,449 | $230.6 萬 | 1.05% | +943+11.1% | 加碼 |
| Lederer & Associates Investment Counsel | 9,418 | $231.0 萬 | 1.69% | −201−2.1% | 減碼 |
| Townsend & Associates, Inc | 10,089 | $231.0 萬 | 0.24% | −5,209−34.1% | 減碼 |
| Security National Bank of So Dak | 9,436 | $231.5 萬 | 1.31% | +617+7.0% | 加碼 |
| Autumn Glory Partners, LLC | 9,441 | $231.6 萬 | 1.16% | 00.0% | 不變 |
| Strait & Sound Wealth Management LLC | 9,452 | $231.9 萬 | 1.08% | +217+2.3% | 加碼 |
| Pacific Global Investment Management CO | 9,462 | $232.1 萬 | 3.28% | −621−6.2% | 減碼 |
| Eukles Asset Management | 9,465 | $232.2 萬 | 1.02% | +358+3.9% | 加碼 |
| Quantitative Investment Management, LLC | 9,470 | $232.2 萬 | 0.21% | −28,675−75.2% | 減碼 |
| Grant/GrossMendelsohn, LLC | 9,558 | $232.7 萬 | 1.29% | 00.0% | 不變 |
| Balboa Wealth Partners | 9,508 | $233.2 萬 | 0.56% | −1,121−10.5% | 減碼 |
| Summit Financial Wealth Advisors, LLC | 9,555 | $234.4 萬 | 0.47% | +21+0.2% | 加碼 |
| Navalign, LLC | 9,561 | $234.5 萬 | 0.67% | −273−2.8% | 減碼 |
| United Community Bank | 9,567 | $234.7 萬 | 0.87% | +415+4.5% | 加碼 |
| Caldwell Sutter Capital, Inc. | 9,572 | $234.8 萬 | 1.12% | −538−5.3% | 減碼 |
| Terril Brothers, Inc. | 9,583 | $235.1 萬 | 1.12% | +349+3.8% | 加碼 |
| Gladius Capital Management LP | 9,598 | $235.4 萬 | 2.32% | −4,279−30.8% | 減碼 |
| Strategies Wealth Advisors, LLC | 9,628 | $236.2 萬 | 0.29% | +5,541+135.6% | 加碼 |
| MEMBERS Trust Co | 9,629 | $236.2 萬 | 0.08% | +1,710+21.6% | 加碼 |
| De Burlo Group Inc | 9,638 | $236.4 萬 | 0.35% | +165+1.7% | 加碼 |
| Prentice Wealth Management LLC | 9,664 | $237.1 萬 | 0.68% | −365−3.6% | 減碼 |
| Financial Perspectives, Inc | 9,715 | $238.3 萬 | 0.82% | +40.0% | 加碼 |
| Perennial Investment Advisors, LLC | 9,719 | $238.4 萬 | 0.27% | +434+4.7% | 加碼 |
| Waterfront Wealth Inc. | 9,730 | $238.7 萬 | 0.58% | +39+0.4% | 加碼 |
| Austin Private Wealth, LLC | 9,740 | $238.9 萬 | 0.21% | +722+8.0% | 加碼 |
| Sather Financial Group Inc | 9,751 | $239.2 萬 | 0.16% | +669+7.4% | 加碼 |
| Matrix Private Capital Group LLC | 9,775 | $239.8 萬 | 1.43% | −493−4.8% | 減碼 |
| Forefront Wealth Management Inc. | 9,777 | $239.8 萬 | 2.22% | +115+1.2% | 加碼 |
| Allegheny Financial Group LTD | 9,783 | $240.0 萬 | 0.62% | +1,443+17.3% | 加碼 |
| Benchmark Investment Advisors LLC | 9,804 | $240.5 萬 | 1.56% | +2,529+34.8% | 加碼 |
| IMS Capital Management | 9,805 | $240.5 萬 | 1.21% | −600−5.8% | 減碼 |
| Axecap Investments, LLC | 9,807 | $240.6 萬 | 2.04% | −1,844−15.8% | 減碼 |
| Elmwood Wealth Management, Inc. | 9,817 | $240.8 萬 | 0.99% | −347−3.4% | 減碼 |
| Consolidated Portfolio Review Corp | 9,819 | $240.9 萬 | 0.39% | +642+7.0% | 加碼 |
| Florida Financial Advisors, LLC | 9,863 | $241.6 萬 | 0.95% | +3,792+62.5% | 加碼 |
| Ramsay, Stattman, Vela & Price, Inc. | 9,875 | $242.2 萬 | 0.46% | +70+0.7% | 加碼 |
| West Family Investments, Inc. | 9,878 | $242.3 萬 | 0.91% | −78−0.8% | 減碼 |
| Beacon Financial Advisory LLC | 9,887 | $242.5 萬 | 0.73% | +230+2.4% | 加碼 |
| My Legacy Advisors, LLC | 9,898 | $242.8 萬 | 0.94% | −50−0.5% | 減碼 |
| Brown Financial Advisors | 9,922 | $243.4 萬 | 1.00% | +881+9.7% | 加碼 |
| Hemington Wealth Management | 9,923 | $243.4 萬 | 0.38% | +234+2.4% | 加碼 |
| Dohj, LLC | 9,930 | $243.6 萬 | 0.56% | +166+1.7% | 加碼 |
| Legacy Capital Group California, Inc. | 9,931 | $243.6 萬 | 0.85% | −125−1.2% | 減碼 |
| Brass Tax Wealth Management, Inc | 9,935 | $243.7 萬 | 0.51% | +26+0.3% | 加碼 |
| Pointe Capital Management LLC | 9,943 | $243.9 萬 | 1.43% | −130−1.3% | 減碼 |
| Peoples Bank | 9,943 | $243.9 萬 | 1.60% | −496−4.8% | 減碼 |
| PCG Asset Management, LLC | 9,944 | $243.9 萬 | 2.28% | −262−2.6% | 減碼 |
| HMS Capital Management, LLC | 11,381 | $244.1 萬 | 1.35% | −320−2.7% | 減碼 |
| LM Advisors LLC | 9,951 | $244.1 萬 | 0.44% | +49+0.5% | 加碼 |
| Notis-McConarty Edward | 9,953 | $244.1 萬 | 1.26% | −25−0.3% | 減碼 |
| US Asset Management LLC | 9,961 | $244.3 萬 | 2.33% | +1,516+18.0% | 加碼 |
| KC Investment Advisors, LLC | 9,980 | $244.8 萬 | 0.54% | +227+2.3% | 加碼 |
| Morris Financial Concepts, Inc. | 9,981 | $244.8 萬 | 1.03% | −50−0.5% | 減碼 |
| Drake & Associates, LLC | 9,981 | $244.8 萬 | 0.69% | +1,928+23.9% | 加碼 |
| Carson Advisory Inc. | 9,983 | $244.9 萬 | 1.65% | −67−0.7% | 減碼 |
| Providence First Trust Co | 9,984 | $244.9 萬 | 0.99% | +23+0.2% | 加碼 |
| CFO4Life Group, LLC | 9,985 | $244.9 萬 | 0.41% | −294−2.9% | 減碼 |
| LifeSteps Financial, Inc. | 9,989 | $245.0 萬 | 1.99% | −72−0.7% | 減碼 |
| Miura Global Management, LLC | 10,000 | $245.3 萬 | 3.64% | +3,000+42.9% | 加碼 |
| Cooper Financial Group | 10,002 | $245.3 萬 | 0.32% | +1,801+22.0% | 加碼 |
| Net Worth Advisory Group | 10,013 | $245.6 萬 | 0.77% | −167−1.6% | 減碼 |
| Meridian Financial Partners LLC | 10,020 | $245.8 萬 | 1.25% | +55+0.6% | 加碼 |
| Matrix Trust Co | 10,025 | $245.9 萬 | 0.41% | −154−1.5% | 減碼 |
| Sage Rhino Capital LLC | 10,034 | $246.1 萬 | 0.57% | −100−1.0% | 減碼 |
| Moss Adams Wealth Advisors LLC | 10,038 | $246.2 萬 | 0.26% | +1,630+19.4% | 加碼 |
| Chesapeake Wealth Management | 10,039 | $246.3 萬 | 0.88% | −545−5.1% | 減碼 |
| Harmony Asset Management LLC | 10,040 | $246.3 萬 | 1.03% | −14−0.1% | 減碼 |
| Solitude Financial Services | 10,040 | $246.3 萬 | 0.96% | +815+8.8% | 加碼 |
| Godshalk Welsh Capital Management, Inc. | 10,050 | $246.5 萬 | 1.61% | −170−1.7% | 減碼 |
| Corundum Group, Inc. | 10,064 | $246.9 萬 | 1.18% | −3,259−24.5% | 減碼 |
| FSR Wealth Management Ltd. | 10,076 | $247.2 萬 | 3.26% | −63−0.6% | 減碼 |
| Aspire Growth Partners LLC | 9,922 | $247.3 萬 | 2.19% | −45−0.5% | 減碼 |
| Sky Investment Group LLC | 10,105 | $247.9 萬 | 0.46% | +372+3.8% | 加碼 |
| Lee Financial Co | 10,132 | $248.5 萬 | 0.38% | −1,194−10.5% | 減碼 |
| MBL Wealth, LLC | 10,134 | $248.6 萬 | 0.25% | +147+1.5% | 加碼 |
| Bath Savings Trust Co | 10,144 | $248.8 萬 | 0.26% | −2,309−18.5% | 減碼 |
| Deane Retirement Strategies, Inc. | 10,151 | $248.9 萬 | 1.19% | +361+3.7% | 加碼 |
| Y.D. More Investments Ltd | 10,212 | $250.4 萬 | 0.22% | +612+6.4% | 加碼 |