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 |
|---|---|---|---|---|---|
| Hudson Canyon Capital Management | 12,750 | $312.8 萬 | 2.20% | −1,288−9.2% | 減碼 |
| Walleye Capital LLC | 12,769 | $313.2 萬 | 0.03% | −5,410−29.8% | 減碼 |
| Gordian Capital Singapore Pte Ltd | 12,880 | $313.4 萬 | 1.95% | +6,830+112.9% | 加碼 |
| Marvin & Palmer Associates Inc | 12,799 | $314.0 萬 | 4.69% | 00.0% | 不變 |
| Advisory Alpha, LLC | 12,808 | $314.2 萬 | 0.11% | +922+7.8% | 加碼 |
| Plante Moran Financial Advisors, LLC | 12,815 | $314.3 萬 | 0.27% | −941−6.8% | 減碼 |
| Court Place Advisors, LLC | 12,827 | $314.7 萬 | 1.04% | −314−2.4% | 減碼 |
| Davidson Trust Co | 12,843 | $315.0 萬 | 1.50% | −615−4.6% | 減碼 |
| National Philanthropic Trust | 12,849 | $315.2 萬 | 0.05% | −4,317−25.1% | 減碼 |
| Union Savings Bank | 12,853 | $315.3 萬 | 1.54% | +138+1.1% | 加碼 |
| Burford Brothers, Inc. | 12,861 | $315.5 萬 | 1.53% | +137+1.1% | 加碼 |
| Cannon Advisors, Inc. | 12,864 | $315.6 萬 | 2.91% | +3,412+36.1% | 加碼 |
| Golden State Wealth Management, LLC | 12,905 | $316.6 萬 | 0.47% | +34+0.3% | 加碼 |
| BOS Asset Management, LLC | 12,908 | $316.6 萬 | 1.09% | +1,182+10.1% | 加碼 |
| Carl P. Sherr & Co., LLC | 12,931 | $317.2 萬 | 1.73% | −678−5.0% | 減碼 |
| Norris Perne & French LLP | 12,946 | $317.6 萬 | 0.24% | 00.0% | 不變 |
| Vicus Capital | 12,962 | $318.0 萬 | 0.30% | +2,424+23.0% | 加碼 |
| MUFG Securities EMEA plc | 12,999 | $318.9 萬 | 0.08% | −187,001−93.5% | 減碼 |
| Ulysses Management LLC | 13,000 | $318.9 萬 | 0.81% | 00.0% | 不變 |
| MCF Advisors LLC | 13,019 | $319.4 萬 | 0.23% | −270−2.0% | 減碼 |
| Winthrop Capital Management, LLC | 13,040 | $319.9 萬 | 0.88% | +233+1.8% | 加碼 |
| Legacy Wealth Management, LLC | 13,043 | $319.9 萬 | 1.05% | +150+1.2% | 加碼 |
| LMG Wealth Partners, LLC | 13,046 | $320.0 萬 | 0.71% | +10.0% | 加碼 |
| Garrett Investment Advisors LLC | 13,101 | $321.4 萬 | 0.31% | −2,393−15.4% | 減碼 |
| Morangie Management LLC | 13,112 | $321.6 萬 | 3.15% | +520+4.1% | 加碼 |
| Chapman Investment Management, LLC | 13,121 | $321.9 萬 | 2.40% | +74+0.6% | 加碼 |
| Wealth Alliance Advisory Group, LLC | 13,155 | $322.7 萬 | 0.67% | −242−1.8% | 減碼 |
| Etesian Wealth Advisors, Inc. | 13,177 | $323.2 萬 | 1.39% | −200−1.5% | 減碼 |
| Invesco, LLC | 13,179 | $323.3 萬 | 1.33% | +498+3.9% | 加碼 |
| BankPlus Trust Department | 13,197 | $323.7 萬 | 1.08% | +421+3.3% | 加碼 |
| Crux Wealth Advisors | 13,200 | $323.8 萬 | 1.69% | −1,457−9.9% | 減碼 |
| Monticello Wealth Management, LLC | 13,218 | $324.2 萬 | 0.27% | −5,226−28.3% | 減碼 |
| Greenup Street Wealth Management LLC | 13,218 | $324.3 萬 | 0.64% | +13,218 | 新進 |
| Arlington Trust Co LLC | 13,219 | $324.3 萬 | 0.69% | −671−4.8% | 減碼 |
| Quent Capital, LLC | 13,224 | $324.4 萬 | 0.34% | +261+2.0% | 加碼 |
| Regal Investment Advisors LLC | 13,227 | $324.5 萬 | 0.26% | −2,129−13.9% | 減碼 |
| Brady Family Wealth, LLC | 13,243 | $324.9 萬 | 1.04% | −922−6.5% | 減碼 |
| Guardian Investment Management | 13,249 | $325.0 萬 | 2.78% | −5,900−30.8% | 減碼 |
| Falcon Wealth Planning | 13,283 | $325.8 萬 | 0.36% | +396+3.1% | 加碼 |
| Purus Wealth Management, LLC | 13,287 | $325.9 萬 | 1.39% | +546+4.3% | 加碼 |
| Cornerstone Advisory, LLC | 13,082 | $326.1 萬 | 0.38% | +116+0.9% | 加碼 |
| MGB Wealth Management, LLC | 13,332 | $326.2 萬 | 1.18% | +1,964+17.3% | 加碼 |
| Gleason Group, Inc. | 13,299 | $326.2 萬 | 0.59% | −133−1.0% | 減碼 |
| Highview Capital Management LLC | 13,306 | $326.4 萬 | 1.37% | −317−2.3% | 減碼 |
| Eads & Heald Wealth Management | 13,317 | $326.7 萬 | 1.66% | −588−4.2% | 減碼 |
| Concentric Capital Strategies, LP | 13,337 | $327.2 萬 | 0.33% | −27,467−67.3% | 減碼 |
| Brendel Financial Advisors LLC | 13,366 | $327.9 萬 | 1.99% | −8−0.1% | 減碼 |
| Jeppson Wealth Management, LLC | 13,371 | $328.0 萬 | 1.20% | −898−6.3% | 減碼 |
| Carmignac Gestion | 13,374 | $328.1 萬 | 0.05% | +13,374 | 新進 |
| Schear Investment Advisers, LLC | 13,385 | $328.3 萬 | 1.89% | +525+4.1% | 加碼 |
| Aft, Forsyth & Sober, LLC | 13,400 | $328.7 萬 | 1.15% | +100+0.8% | 加碼 |
| Prosperitas Financial LLC | 13,454 | $330.0 萬 | 1.71% | +351+2.7% | 加碼 |
| Resolute Wealth Strategies, LLC | 13,458 | $330.1 萬 | 1.84% | +476+3.7% | 加碼 |
| HF Advisory Group, LLC | 13,493 | $331.0 萬 | 1.45% | −184−1.3% | 減碼 |
| Tradition Wealth Management, LLC | 13,499 | $331.1 萬 | 0.29% | +472+3.6% | 加碼 |
| Alta Wealth Advisors LLC | 13,502 | $331.2 萬 | 1.52% | +4,876+56.5% | 加碼 |
| Quadrant Private Wealth Management, LLC | 13,510 | $331.4 萬 | 0.83% | −2,808−17.2% | 減碼 |
| Northstar Asset Management LLC | 13,565 | $332.7 萬 | 0.80% | 00.0% | 不變 |
| Broadleaf Partners, LLC | 13,573 | $332.9 萬 | 0.87% | +13,573 | 新進 |
| Royal Harbor Partners, LLC | 13,592 | $333.4 萬 | 1.29% | −1,267−8.5% | 減碼 |
| Benedict Financial Advisors Inc | 13,640 | $334.6 萬 | 0.78% | −740−5.1% | 減碼 |
| Wealth Architects, LLC | 13,675 | $335.4 萬 | 0.37% | +3,208+30.6% | 加碼 |
| Bedell Frazier Investment Counseling, LLC | 13,688 | $335.8 萬 | 0.85% | −220−1.6% | 減碼 |
| Shaker Investments LLC | 13,689 | $335.8 萬 | 1.62% | −290−2.1% | 減碼 |
| Cim Investment Mangement Inc | 13,760 | $337.5 萬 | 0.77% | +546+4.1% | 加碼 |
| Saxon Interests, Inc. | 13,801 | $338.5 萬 | 1.58% | +3,345+32.0% | 加碼 |
| Traphagen Investment Advisors LLC | 13,805 | $338.6 萬 | 0.35% | +591+4.5% | 加碼 |
| Green Harvest Asset Management LLC | 13,811 | $338.8 萬 | 0.08% | +1,320+10.6% | 加碼 |
| Verus Capital Partners, LLC | 13,811 | $338.8 萬 | 0.34% | +453+3.4% | 加碼 |
| Insight Inv LLC | 29,376 | $339.3 萬 | 2.33% | +15,504+111.8% | 加碼 |
| FSB Premier Wealth Management, Inc. | 13,850 | $339.7 萬 | 1.33% | +798+6.1% | 加碼 |
| Hager Investment Management Services, LLC | 13,861 | $340.0 萬 | 2.38% | −529−3.7% | 減碼 |
| Abundance Wealth Counselors | 14,113 | $340.2 萬 | 0.71% | +345+2.5% | 加碼 |
| Alaethes Wealth LLC | 13,870 | $340.2 萬 | 1.25% | −23−0.2% | 減碼 |
| Revolve Wealth Partners, LLC | 13,897 | $340.9 萬 | 0.49% | +1,900+15.8% | 加碼 |
| Sittner & Nelson, LLC | 13,906 | $341.1 萬 | 1.46% | −8−0.1% | 減碼 |
| Breakwater Capital Group | 13,917 | $341.4 萬 | 0.61% | +2,860+25.9% | 加碼 |
| Orleans Capital Management Corp | 13,918 | $341.4 萬 | 2.01% | +15+0.1% | 加碼 |
| Stillwater Wealth Management Group | 13,942 | $342.0 萬 | 2.96% | +870+6.7% | 加碼 |
| Interchange Capital Partners, LLC | 13,949 | $342.2 萬 | 0.96% | +2,570+22.6% | 加碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 13,952 | $342.2 萬 | 1.45% | −417−2.9% | 減碼 |
| Heartland Bank & Trust Co | 13,956 | $342.3 萬 | 1.76% | −4,385−23.9% | 減碼 |
| Empirical Asset Management, LLC | 13,966 | $342.6 萬 | 1.17% | −198,068−93.4% | 減碼 |
| James J. Burns & Company, LLC | 13,969 | $342.7 萬 | 0.61% | −68−0.5% | 減碼 |
| Twin Lakes Capital Management, LLC | 13,969 | $342.7 萬 | 2.31% | +37+0.3% | 加碼 |
| Monument Capital Management | 13,972 | $342.7 萬 | 1.05% | −196−1.4% | 減碼 |
| Highline Wealth Partners LLC | 13,983 | $343.0 萬 | 1.16% | +884+6.7% | 加碼 |
| Onyx Bridge Wealth Group LLC | 14,018 | $343.9 萬 | 0.49% | +289+2.1% | 加碼 |
| Lynx Capital Group Ltd | 14,019 | $343.9 萬 | 1.77% | +109+0.8% | 加碼 |
| Titleist Asset Management, LLC | 14,025 | $344.0 萬 | 0.40% | −739−5.0% | 減碼 |
| WBH Advisory Inc | 14,025 | $344.0 萬 | 0.32% | +616+4.6% | 加碼 |
| Account Management LLC | 14,063 | $345.0 萬 | 3.80% | 00.0% | 不變 |
| B&L Asset Management LLC | 14,111 | $346.1 萬 | 2.27% | −1,120−7.4% | 減碼 |
| DAGCO, Inc. | 14,121 | $346.4 萬 | 1.12% | +994+7.6% | 加碼 |
| Weatherly Asset Management L. P. | 14,160 | $347.3 萬 | 0.31% | +593+4.4% | 加碼 |
| GSB Wealth Management, LLC | 14,163 | $347.4 萬 | 0.91% | −1,055−6.9% | 減碼 |
| Gs Investments, Inc. | 14,190 | $348.1 萬 | 1.64% | −35−0.2% | 減碼 |
| Lafayette Investments, Inc. | 14,219 | $348.8 萬 | 0.74% | +151+1.1% | 加碼 |
| Greenline Partners, LLC | 14,275 | $350.2 萬 | 0.51% | +174+1.2% | 加碼 |
| Ballast, Inc. | 14,290 | $350.5 萬 | 0.99% | +296+2.1% | 加碼 |