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 |
|---|---|---|---|---|---|
| Strong Tower Advisory Services | 11,680 | $250.5 萬 | 0.62% | +1,120+10.6% | 加碼 |
| WealthBridge Capital Management, LLC | 10,222 | $250.7 萬 | 0.71% | −676−6.2% | 減碼 |
| Orrstown Financial Services Inc | 10,273 | $252.0 萬 | 0.60% | −753−6.8% | 減碼 |
| MWA Asset Management | 10,291 | $252.4 萬 | 1.75% | +76+0.7% | 加碼 |
| Granite Group Advisors, LLC | 10,302 | $252.7 萬 | 1.75% | −1,258−10.9% | 減碼 |
| Applied Capital LLC | 10,314 | $253.0 萬 | 2.03% | −51−0.5% | 減碼 |
| Trillium Asset Management, LLC | 10,331 | $253.4 萬 | 0.07% | −256−2.4% | 減碼 |
| Vista Investment Partners LLC | 10,336 | $253.5 萬 | 0.77% | −85−0.8% | 減碼 |
| HHM Wealth Advisors, LLC | 10,341 | $253.7 萬 | 0.34% | +38+0.4% | 加碼 |
| Arcataur Capital Management LLC | 10,343 | $253.7 萬 | 0.86% | −547−5.0% | 減碼 |
| CKW Financial Group | 10,430 | $254.1 萬 | 0.32% | +343+3.4% | 加碼 |
| Ambassador Advisors, LLC | 10,367 | $254.3 萬 | 0.44% | −222−2.1% | 減碼 |
| 1620 Investment Advisors, Inc. | 10,368 | $254.3 萬 | 1.95% | −39−0.4% | 減碼 |
| Summit Financial Strategies, Inc. | 10,371 | $254.4 萬 | 0.26% | −132−1.3% | 減碼 |
| Montz Harcus Wealth Management LLC | 10,375 | $254.5 萬 | 1.39% | +1,618+18.5% | 加碼 |
| Fortitude Family Office, LLC | 10,390 | $254.9 萬 | 0.91% | −1,614−13.4% | 減碼 |
| Focused Wealth Management, Inc | 10,411 | $255.4 萬 | 0.35% | +288+2.8% | 加碼 |
| Sentinus, LLC | 10,423 | $255.7 萬 | 0.72% | +372+3.7% | 加碼 |
| Hazlett, Burt & Watson, Inc. | 10,443 | $255.7 萬 | 1.15% | −422−3.9% | 減碼 |
| Keudell/Morrison Wealth Management | 10,425 | $255.7 萬 | 0.60% | −164−1.5% | 減碼 |
| McGlone Suttner Wealth Management, Inc. | 10,449 | $256.3 萬 | 0.42% | +859+9.0% | 加碼 |
| Summit Asset Management, LLC | 10,458 | $256.5 萬 | 0.44% | +1,300+14.2% | 加碼 |
| OMC Financial Services LTD | 10,460 | $256.6 萬 | 1.15% | +2,620+33.4% | 加碼 |
| Trust Investment Advisors | 10,466 | $256.7 萬 | 1.65% | +135+1.3% | 加碼 |
| Bulltick Wealth Management, LLC | 10,484 | $257.2 萬 | 0.68% | +561+5.7% | 加碼 |
| Windsor Capital Management, LLC | 10,485 | $257.2 萬 | 0.79% | −98−0.9% | 減碼 |
| Capital Advisors, Ltd. LLC | 10,490 | $257.3 萬 | 0.34% | +72+0.7% | 加碼 |
| Hunter Associates Investment Management LLC | 10,474 | $257.5 萬 | 0.40% | −368−3.4% | 減碼 |
| Donald L. Hagan, LLC | 10,503 | $257.6 萬 | 1.34% | +244+2.4% | 加碼 |
| First Bank & Trust | 10,509 | $257.8 萬 | 0.50% | −130−1.2% | 減碼 |
| Cypress Wealth Services, LLC | 10,512 | $257.9 萬 | 0.52% | −16−0.2% | 減碼 |
| SummitTX Capital, L.P. | 10,523 | $258.1 萬 | 0.11% | +10,523 | 新進 |
| Kidder Stephen W | 10,540 | $258.5 萬 | 0.81% | 00.0% | 不變 |
| Bank of Jackson Hole Trust | 9,771 | $258.6 萬 | 1.67% | −100−1.0% | 減碼 |
| Redhawk Wealth Advisors, Inc. | 10,544 | $258.7 萬 | 0.35% | +819+8.4% | 加碼 |
| Kennebec Savings Bank | 10,609 | $260.2 萬 | 2.75% | −879−7.7% | 減碼 |
| Select Asset Management & Trust | 10,639 | $261.0 萬 | 1.05% | −41−0.4% | 減碼 |
| London & Capital Asset Management Ltd | 10,652 | $261.3 萬 | 0.22% | +10,652 | 新進 |
| Bigelow Investment Advisors, LLC | 10,663 | $261.6 萬 | 1.24% | −175−1.6% | 減碼 |
| AA Financial Advisors, LLC | 10,664 | $261.6 萬 | 0.64% | +601+6.0% | 加碼 |
| Greater Midwest Financial Group, LLC | 10,676 | $261.9 萬 | 1.83% | −197−1.8% | 減碼 |
| Farrow Financial Inc. | 10,685 | $262.1 萬 | 1.76% | +400+3.9% | 加碼 |
| Spreng Capital Management, Inc. | 10,721 | $263.0 萬 | 1.19% | −130−1.2% | 減碼 |
| DMKC Advisory Services, LLC | 10,729 | $263.2 萬 | 2.37% | −111−1.0% | 減碼 |
| High Net Worth Advisory Group LLC | 10,731 | $263.3 萬 | 0.74% | −24−0.2% | 減碼 |
| Continental Advisors LLC | 10,735 | $263.3 萬 | 1.95% | −400−3.6% | 減碼 |
| First Citizens Financial Corp | 10,741 | $263.5 萬 | 1.49% | −110−1.0% | 減碼 |
| Wolff Wiese Magana LLC | 10,752 | $263.7 萬 | 1.80% | −257−2.3% | 減碼 |
| Cornercap Investment Counsel Inc | 10,759 | $263.9 萬 | 1.38% | −116−1.1% | 減碼 |
| Birinyi Associates Inc | 10,762 | $264.0 萬 | 0.85% | −99−0.9% | 減碼 |
| Gilbert & Cook, Inc. | 10,773 | $264.2 萬 | 0.38% | −27−0.3% | 減碼 |
| Sierra Summit Advisors LLC | 10,778 | $264.4 萬 | 0.57% | −2,226−17.1% | 減碼 |
| Oder Investment Management, LLC | 10,796 | $264.8 萬 | 2.25% | +246+2.3% | 加碼 |
| Cacti Asset Management LLC | 10,910 | $264.9 萬 | 0.21% | 00.0% | 不變 |
| GKV Capital Management Co., Inc. | 10,808 | $265.1 萬 | 1.32% | +450+4.3% | 加碼 |
| Crescent Grove Advisors, LLC | 10,819 | $265.4 萬 | 0.28% | +241+2.3% | 加碼 |
| 626 Financial, LLC | 10,839 | $265.9 萬 | 1.37% | +205+1.9% | 加碼 |
| Letson Investment Management, Inc. | 10,852 | $266.2 萬 | 1.07% | +30.0% | 加碼 |
| Barrett & Company, Inc. | 10,856 | $266.3 萬 | 1.15% | +740+7.3% | 加碼 |
| Sound Income Strategies, LLC | 10,859 | $266.4 萬 | 0.16% | +2,661+32.5% | 加碼 |
| YANKCOM Partnership | 10,872 | $266.7 萬 | 1.47% | −1,552−12.5% | 減碼 |
| Guerra Advisors Inc | 10,877 | $266.8 萬 | 1.49% | +2,872+35.9% | 加碼 |
| Precedent Wealth Partners, LLC | 10,897 | $267.3 萬 | 0.74% | +1,354+14.2% | 加碼 |
| FSM Wealth Advisors, LLC | 10,903 | $267.4 萬 | 0.60% | +625+6.1% | 加碼 |
| Hemenway Trust Co LLC | 10,904 | $267.5 萬 | 0.22% | +495+4.8% | 加碼 |
| VCI Wealth Management LLC | 10,918 | $267.8 萬 | 1.12% | −63−0.6% | 減碼 |
| Shum Financial Group, Inc. | 10,919 | $267.9 萬 | 2.32% | +13+0.1% | 加碼 |
| Consilium Wealth Advisory, LLC | 10,920 | $267.9 萬 | 1.34% | −43−0.4% | 減碼 |
| American Investment Services, Inc. | 10,921 | $267.9 萬 | 0.47% | +37+0.3% | 加碼 |
| ORG Wealth Partners, LLC | 10,968 | $267.9 萬 | 0.82% | +8,880+425.3% | 加碼 |
| Ignite Planners, LLC | 10,856 | $268.0 萬 | 0.52% | +862+8.6% | 加碼 |
| Walled Lake Planning & Wealth Management, LLC | 10,930 | $268.1 萬 | 0.95% | +14+0.1% | 加碼 |
| St. Johns Investment Management Company, LLC | 10,937 | $268.3 萬 | 1.33% | −302−2.7% | 減碼 |
| Stiles Financial Services Inc | 10,955 | $268.7 萬 | 1.03% | +1,652+17.8% | 加碼 |
| Oak Hill Wealth Advisors, LLC | 10,960 | $268.9 萬 | 0.62% | +628+6.1% | 加碼 |
| Plancorp, LLC | 10,962 | $268.9 萬 | 0.11% | +1,134+11.5% | 加碼 |
| Money Concepts Capital Corp | 10,974 | $269.2 萬 | 0.20% | +799+7.9% | 加碼 |
| Total Clarity Wealth Management, Inc. | 11,235 | $269.3 萬 | 0.88% | 00.0% | 不變 |
| Legato Capital Management LLC | 10,985 | $269.5 萬 | 0.36% | 00.0% | 不變 |
| Virtue Capital Management, LLC | 11,013 | $269.7 萬 | 0.32% | +2,264+25.9% | 加碼 |
| Northern Financial Advisors Inc | 10,998 | $269.8 萬 | 2.23% | −58−0.5% | 減碼 |
| RedJay Asset Management Inc. | 11,000 | $269.8 萬 | 1.46% | +11,000 | 新進 |
| Sciencast Management LP | 11,012 | $270.1 萬 | 0.62% | +11,012 | 新進 |
| Well Done, LLC | 11,270 | $270.1 萬 | 0.49% | −83−0.7% | 減碼 |
| Blodgett Wealth Advisors, LLC | 11,013 | $270.2 萬 | 2.30% | +251+2.3% | 加碼 |
| Pinnacle Holdings, LLC | 11,022 | $270.4 萬 | 1.03% | −493−4.3% | 減碼 |
| Roman Butler Fullerton & Co | 11,614 | $270.8 萬 | 1.05% | +372+3.3% | 加碼 |
| Camarda Financial Advisors, LLC | 11,060 | $271.3 萬 | 1.22% | −448−3.9% | 減碼 |
| 44 Wealth Management LLC | 11,060 | $271.3 萬 | 1.02% | −24−0.2% | 減碼 |
| Byrne Asset Management LLC | 11,064 | $271.4 萬 | 2.03% | −667−5.7% | 減碼 |
| Diligent Investors, LLC | 11,066 | $271.5 萬 | 0.66% | −7−0.1% | 減碼 |
| Bradyco, Inc. | 11,075 | $271.7 萬 | 2.06% | −31−0.3% | 減碼 |
| Global Financial Private Client, LLC | 11,077 | $271.7 萬 | 1.04% | +1,693+18.0% | 加碼 |
| Vivid Wealth Management, LLC | 11,092 | $272.1 萬 | 1.36% | −349−3.1% | 減碼 |
| Channel Wealth LLC | 11,094 | $272.1 萬 | 0.85% | +507+4.8% | 加碼 |
| Sonata Capital Group Inc | 11,101 | $272.3 萬 | 1.19% | +50.0% | 加碼 |
| CRA Financial Services, LLC | 11,109 | $272.5 萬 | 0.47% | +512+4.8% | 加碼 |
| Financial Management Professionals, Inc. | 11,116 | $272.7 萬 | 0.35% | +67+0.6% | 加碼 |
| Amplius Wealth Advisors, LLC | 11,138 | $273.2 萬 | 0.28% | −160−1.4% | 減碼 |
| Fortune Financial Advisors, LLC | 11,162 | $273.8 萬 | 2.36% | +276+2.5% | 加碼 |