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 |
|---|---|---|---|---|---|
| Cranbrook Wealth Management, LLC | 11,173 | $274.1 萬 | 0.64% | −223−2.0% | 減碼 |
| Aldebaran Financial Inc. | 11,177 | $274.2 萬 | 3.35% | +70+0.6% | 加碼 |
| Purkiss Capital Advisors LLC | 11,186 | $274.4 萬 | 2.07% | +2,364+26.8% | 加碼 |
| Clare Market Investments LLC | 11,193 | $274.6 萬 | 0.72% | +3,980+55.2% | 加碼 |
| Birmingham Capital Management Co Inc | 11,205 | $274.9 萬 | 1.03% | −1,397−11.1% | 減碼 |
| Aspetuck Financial Management LLC | 11,209 | $275.0 萬 | 2.37% | −25−0.2% | 減碼 |
| Audent Global Asset Management, LLC | 11,213 | $275.1 萬 | 2.27% | −1,043−8.5% | 減碼 |
| Vega Investment Solutions | 11,252 | $275.3 萬 | 0.53% | +405+3.7% | 加碼 |
| Schrum Private Wealth Management LLC | 11,240 | $275.7 萬 | 2.42% | +50.0% | 加碼 |
| Harel Insurance Investments & Financial Services Ltd. | 11,242 | $275.8 萬 | 0.04% | −335−2.9% | 減碼 |
| Exchange Bank | 11,246 | $275.9 萬 | 2.23% | +76+0.7% | 加碼 |
| Pinnacle Wealth Management Group, Inc. | 11,259 | $276.2 萬 | 1.93% | −18−0.2% | 減碼 |
| Victrix Investment Advisors | 11,474 | $276.6 萬 | 1.45% | +1,968+20.7% | 加碼 |
| Martin Capital Partners, LLC | 11,280 | $276.7 萬 | 3.31% | −490−4.2% | 減碼 |
| Tyler-Stone Wealth Management | 11,280 | $276.7 萬 | 0.50% | −180−1.6% | 減碼 |
| Correct Capital Wealth Management | 11,282 | $276.7 萬 | 0.55% | −1,101−8.9% | 減碼 |
| West Paces Advisors Inc. | 11,306 | $277.3 萬 | 0.63% | +106+0.9% | 加碼 |
| Invst, LLC | 11,307 | $277.4 萬 | 0.38% | −3,821−25.3% | 減碼 |
| Brady Martz Wealth Solutions, LLC | 11,353 | $278.5 萬 | 0.63% | −45−0.4% | 減碼 |
| Schonfeld Strategic Advisors LLC | 11,354 | $278.5 萬 | 0.02% | +603+5.6% | 加碼 |
| Castle Rock Wealth Management, LLC | 11,520 | $280.0 萬 | 0.76% | +40.0% | 加碼 |
| Mainstay Capital Management LLC | 11,448 | $280.8 萬 | 0.38% | 00.0% | 不變 |
| Baker Tilly Wealth Management, LLC | 11,457 | $281.0 萬 | 1.10% | +172+1.5% | 加碼 |
| Tempus Wealth Planning, LLC | 11,461 | $281.1 萬 | 0.84% | +340+3.1% | 加碼 |
| G&S Capital LLC | 11,507 | $282.3 萬 | 1.20% | −2,844−19.8% | 減碼 |
| Auxano Advisors, LLC | 11,511 | $282.4 萬 | 0.75% | −113−1.0% | 減碼 |
| Lindenwold Advisors | 11,525 | $282.7 萬 | 1.57% | −319−2.7% | 減碼 |
| Finivi Inc. | 11,554 | $283.4 萬 | 2.28% | +407+3.7% | 加碼 |
| Wernau Asset Management Inc. | 11,558 | $283.5 萬 | 2.93% | −37−0.3% | 減碼 |
| TradeWell Securities, LLC. | 11,569 | $283.8 萬 | 1.56% | +65+0.6% | 加碼 |
| S.E.E.D. Planning Group LLC | 11,572 | $283.9 萬 | 0.96% | −769−6.2% | 減碼 |
| Iams Wealth Management, LLC | 11,579 | $284.0 萬 | 1.30% | −272−2.3% | 減碼 |
| CVA Family Office, LLC | 11,612 | $284.8 萬 | 0.44% | +405+3.6% | 加碼 |
| Palumbo Wealth Management LLC | 11,617 | $285.0 萬 | 0.95% | +205+1.8% | 加碼 |
| Cookson Peirce & Co Inc | 11,665 | $286.2 萬 | 0.14% | +1,379+13.4% | 加碼 |
| Morton Capital Management LLC | 11,669 | $286.2 萬 | 0.55% | +95+0.8% | 加碼 |
| Silicon Valley Capital Partners | 11,808 | $286.7 萬 | 0.37% | +1,448+14.0% | 加碼 |
| Blue Square Asset Management, LLC | 11,691 | $286.8 萬 | 1.54% | −191−1.6% | 減碼 |
| Belmont Capital, LLC | 11,704 | $287.1 萬 | 0.52% | −16−0.1% | 減碼 |
| First Financial Corp | 11,742 | $288.0 萬 | 1.39% | −170−1.4% | 減碼 |
| Stanley-Laman Group, Ltd. | 11,744 | $288.1 萬 | 0.44% | +198+1.7% | 加碼 |
| Pekin Hardy Strauss, Inc. | 11,750 | $288.2 萬 | 0.35% | −2,842−19.5% | 減碼 |
| Old Mission Investment Co LLC | 11,765 | $288.6 萬 | 0.87% | +412+3.6% | 加碼 |
| Callan Capital, LLC | 11,781 | $289.0 萬 | 0.21% | +470+4.2% | 加碼 |
| Paces Ferry Wealth Advisors, LLC | 11,783 | $289.0 萬 | 1.44% | +328+2.9% | 加碼 |
| Q3 Asset Management | 11,815 | $289.8 萬 | 1.98% | +11,815 | 新進 |
| Canvas Wealth Advisors, LLC | 12,302 | $289.8 萬 | 0.74% | +263+2.2% | 加碼 |
| Aft, Forsyth & Company, Inc. | 11,818 | $289.9 萬 | 1.56% | +200+1.7% | 加碼 |
| Talon Private Wealth, LLC | 11,610 | $290.0 萬 | 0.39% | +11,014+1,848.0% | 加碼 |
| Lakeridge Wealth Management LLC | 11,836 | $290.3 萬 | 1.45% | +2,173+22.5% | 加碼 |
| Fortress Wealth Group, LLC | 11,870 | $290.4 萬 | 1.43% | −20−0.2% | 減碼 |
| Lebenthal Global Advisors, LLC | 11,850 | $290.7 萬 | 0.54% | −226−1.9% | 減碼 |
| U S Wealth Group, LLC. | 11,867 | $291.1 萬 | 2.31% | −276−2.3% | 減碼 |
| Waddell & Associates, LLC | 11,877 | $291.3 萬 | 0.35% | +617+5.5% | 加碼 |
| Capital Advisors Wealth Management, LLC | 11,889 | $291.6 萬 | 0.52% | +1,670+16.3% | 加碼 |
| First National Bank of Hutchinson | 11,903 | $292.0 萬 | 1.93% | −59−0.5% | 減碼 |
| Aldebaran Capital, LLC | 11,907 | $292.1 萬 | 2.76% | 00.0% | 不變 |
| Wealth Management Partners, LLC | 11,910 | $292.2 萬 | 1.35% | +92+0.8% | 加碼 |
| Fort Point Capital Partners LLC | 11,943 | $293.0 萬 | 0.33% | −98−0.8% | 減碼 |
| Millstone Evans Group, LLC | 11,945 | $293.0 萬 | 1.99% | −395−3.2% | 減碼 |
| Kingstone Capital Partners Texas, LLC | 11,951 | $293.2 萬 | 2.36% | +39+0.3% | 加碼 |
| BSW Wealth Partners | 12,004 | $294.4 萬 | 0.45% | +614+5.4% | 加碼 |
| Eagle Bluffs Wealth Management LLC | 12,004 | $294.5 萬 | 1.56% | +21+0.2% | 加碼 |
| Valley National Advisers Inc | 12,010 | $294.5 萬 | 0.53% | −351−2.8% | 減碼 |
| Meadow Creek Wealth Advisors LLC | 12,020 | $294.9 萬 | 2.20% | −85−0.7% | 減碼 |
| Nicholas Hoffman & Company, LLC. | 12,023 | $294.9 萬 | 0.11% | −121−1.0% | 減碼 |
| Heritage Wealth Advisors | 12,029 | $295.1 萬 | 0.15% | −440−3.5% | 減碼 |
| Insight Wealth Strategies, LLC | 12,042 | $295.4 萬 | 0.40% | −284−2.3% | 減碼 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 12,883 | $295.8 萬 | 1.22% | −20−0.2% | 減碼 |
| Fortem Financial Group, LLC | 12,098 | $296.8 萬 | 1.15% | −76−0.6% | 減碼 |
| Financial Advisors, LLC | 12,128 | $297.5 萬 | 0.59% | 00.0% | 不變 |
| Apella Capital, LLC | 12,696 | $297.5 萬 | 0.10% | +3,089+32.2% | 加碼 |
| Perpetual Ltd | 12,130 | $297.5 萬 | 0.04% | +1,548+14.6% | 加碼 |
| Aristotle Capital Management, LLC | 12,160 | $298.3 萬 | 0.01% | −17−0.1% | 減碼 |
| Neumann Capital Management, LLC | 12,180 | $298.8 萬 | 1.03% | −340−2.7% | 減碼 |
| Park Edge Advisors, LLC | 12,219 | $299.7 萬 | 0.83% | +179+1.5% | 加碼 |
| Optimum Investment Advisors | 12,229 | $300.0 萬 | 1.41% | −697−5.4% | 減碼 |
| Ellerson Group Inc | 12,246 | $300.4 萬 | 2.39% | +18+0.1% | 加碼 |
| Paradigm Capital Management, LLC | 12,249 | $300.5 萬 | 3.07% | −2,055−14.4% | 減碼 |
| LCNB Corp | 12,265 | $300.9 萬 | 1.11% | +231+1.9% | 加碼 |
| Cozad Asset Management Inc | 12,294 | $301.6 萬 | 0.30% | −140−1.1% | 減碼 |
| Marble Harbor Investment Counsel, LLC | 12,307 | $301.9 萬 | 0.34% | −100−0.8% | 減碼 |
| Gallagher Capital Advisors, LLC | 12,332 | $302.5 萬 | 2.31% | +51+0.4% | 加碼 |
| One Charles Private Wealth Services, LLC | 12,332 | $302.5 萬 | 0.98% | +78+0.6% | 加碼 |
| Aire Advisors, LLC | 12,352 | $303.0 萬 | 0.64% | −298−2.4% | 減碼 |
| Peoples Bank | 12,387 | $303.9 萬 | 2.06% | +33+0.3% | 加碼 |
| Virtus Wealth Solutions LLC | 12,409 | $304.4 萬 | 0.92% | −212−1.7% | 減碼 |
| Allred Capital Management, LLC | 12,415 | $304.5 萬 | 1.22% | +41+0.3% | 加碼 |
| Advisors Preferred, LLC | 12,500 | $304.6 萬 | 0.41% | +12,500 | 新進 |
| PYA Waltman Capital, LLC | 12,419 | $304.6 萬 | 0.96% | −300−2.4% | 減碼 |
| Berger Financial Group, Inc | 12,477 | $306.1 萬 | 0.21% | +179+1.5% | 加碼 |
| Acorn Wealth Advisors, LLC | 12,486 | $306.3 萬 | 1.28% | −109−0.9% | 減碼 |
| Caldwell Investment Management Ltd. | 12,700 | $306.5 萬 | 2.27% | +4,400+53.0% | 加碼 |
| Quotient Wealth Partners, LLC | 12,505 | $306.8 萬 | 0.10% | −449−3.5% | 減碼 |
| Signature Wealth Management Partners, LLC | 12,580 | $308.6 萬 | 2.02% | −270−2.1% | 減碼 |
| Wulff, Hansen & Co. | 12,581 | $308.6 萬 | 2.81% | −260−2.0% | 減碼 |
| Catalyst Funds Management Pty Ltd | 12,600 | $309.1 萬 | 0.81% | −6,200−33.0% | 減碼 |
| Greenwich Wealth Management LLC | 12,655 | $310.4 萬 | 0.23% | −928−6.8% | 減碼 |
| Brasada Capital Management, LP | 14,342 | $311.0 萬 | 0.62% | +1,183+9.0% | 加碼 |
| Alexander Randolph Advisory, Inc. | 12,729 | $312.2 萬 | 3.06% | −630−4.7% | 減碼 |