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 |
|---|---|---|---|---|---|
| Two Sigma Investments, LP | 14,295 | $350.7 萬 | 0.01% | +95+0.7% | 加碼 |
| Wrapmanager Inc | 14,302 | $350.8 萬 | 0.92% | −5,313−27.1% | 減碼 |
| Congress Park Capital LLC | 14,308 | $351.0 萬 | 1.33% | −2,525−15.0% | 減碼 |
| Fiduciary Family Office, LLC | 14,318 | $351.2 萬 | 1.17% | +13,403+1,464.8% | 加碼 |
| Richards, Merrill & Peterson, Inc. | 14,371 | $352.5 萬 | 1.83% | −146−1.0% | 減碼 |
| Orca Wealth Management, LLC | 14,387 | $352.9 萬 | 3.16% | +38+0.3% | 加碼 |
| First Dallas Securities Inc. | 14,396 | $353.1 萬 | 1.48% | +129+0.9% | 加碼 |
| Cliftonlarsonallen Wealth Advisors, LLC | 14,399 | $353.2 萬 | 0.07% | +2,526+21.3% | 加碼 |
| Kiley Juergens Wealth Management, LLC | 14,402 | $353.3 萬 | 0.94% | +264+1.9% | 加碼 |
| Beck Capital Management, LLC | 14,404 | $353.3 萬 | 1.04% | −61−0.4% | 減碼 |
| MB, Levis & Associates, LLC | 14,405 | $353.3 萬 | 1.64% | −8−0.1% | 減碼 |
| Southland Equity Partners LLC | 14,414 | $353.6 萬 | 0.82% | +174+1.2% | 加碼 |
| San Luis Wealth Advisors LLC | 14,417 | $353.7 萬 | 0.80% | −6,110−29.8% | 減碼 |
| Marshall Investment Management, LLC | 14,432 | $354.0 萬 | 2.20% | −1,136−7.3% | 減碼 |
| Hartline Investment Corp | 14,442 | $354.3 萬 | 0.47% | +105+0.7% | 加碼 |
| Richard P Slaughter Associates Inc | 14,450 | $354.5 萬 | 0.83% | −7,468−34.1% | 減碼 |
| Marion Wealth Management | 14,469 | $354.9 萬 | 0.95% | −2,279−13.6% | 減碼 |
| Weik Capital Management | 14,470 | $354.9 萬 | 1.44% | −160−1.1% | 減碼 |
| Elyxium Wealth, LLC | 14,490 | $355.4 萬 | 1.57% | +9,315+180.0% | 加碼 |
| GTS Securities LLC | 14,508 | $355.9 萬 | 0.15% | −4,620−24.2% | 減碼 |
| Alta Advisers Ltd | 14,524 | $356.3 萬 | 1.52% | +5,200+55.8% | 加碼 |
| Beech Hill Advisors, Inc. | 14,553 | $357.0 萬 | 1.42% | −250−1.7% | 減碼 |
| Jackson Hole Capital Partners, LLC | 14,567 | $357.3 萬 | 0.71% | +34+0.2% | 加碼 |
| Integral Investment Advisors, Inc. | 14,590 | $357.9 萬 | 1.14% | +345+2.4% | 加碼 |
| Canopy Partners, LLC | 14,613 | $358.5 萬 | 1.40% | −298−2.0% | 減碼 |
| Turn8 Private Wealth Inc. | 14,618 | $358.6 萬 | 2.80% | −72−0.5% | 減碼 |
| Aull & Monroe Investment Management Corp | 14,619 | $358.6 萬 | 1.78% | −100−0.7% | 減碼 |
| apricus wealth, LLC | 14,647 | $359.3 萬 | 2.14% | −2,961−16.8% | 減碼 |
| SWS Partners | 14,648 | $359.3 萬 | 1.18% | +346+2.4% | 加碼 |
| First Commonwealth Financial Corp | 14,664 | $359.7 萬 | 0.85% | −878−5.6% | 減碼 |
| Rockingstone Advisors LLC | 14,702 | $360.6 萬 | 1.62% | +255+1.8% | 加碼 |
| Delta Asset Management LLC | 14,704 | $360.7 萬 | 0.34% | −272−1.8% | 減碼 |
| Okabena Investment Services Inc | 14,714 | $360.9 萬 | 0.91% | +3,442+30.5% | 加碼 |
| Prestige Wealth Management Group LLC | 14,716 | $361.0 萬 | 0.77% | −14−0.1% | 減碼 |
| KKM Financial LLC | 14,720 | $361.1 萬 | 1.53% | −2,134−12.7% | 減碼 |
| Boit C F David | 14,751 | $361.8 萬 | 1.82% | −300−2.0% | 減碼 |
| Centric Wealth Management | 14,793 | $362.9 萬 | 0.95% | +1,680+12.8% | 加碼 |
| Alteri Wealth LLC | 14,852 | $364.3 萬 | 1.60% | −298−2.0% | 減碼 |
| Accent Capital Management, LLC | 14,864 | $364.6 萬 | 2.12% | +10.0% | 加碼 |
| Bremer Bank National Association | 14,873 | $364.8 萬 | 0.65% | +74+0.5% | 加碼 |
| Roof Eidam & Maycock | 14,874 | $364.9 萬 | 0.97% | +380+2.6% | 加碼 |
| Grandview Asset Management LLC | 14,880 | $365.0 萬 | 1.39% | +1,007+7.3% | 加碼 |
| Guardian Capital LP | 14,898 | $365.4 萬 | 0.14% | +2,229+17.6% | 加碼 |
| Pinnacle West Asset Management, Inc. | 14,925 | $366.1 萬 | 2.64% | −290−1.9% | 減碼 |
| Park Place Capital Corp | 14,928 | $366.2 萬 | 0.99% | +2,965+24.8% | 加碼 |
| Oak Harbor Wealth Partners, LLC | 14,968 | $367.2 萬 | 1.05% | −1,743−10.4% | 減碼 |
| Hicks Capital Management LLC | 14,990 | $367.7 萬 | 4.87% | +14,990 | 新進 |
| Bleichroeder LP | 15,000 | $367.9 萬 | 0.98% | 00.0% | 不變 |
| EULAV Asset Management | 15,003 | $368.0 萬 | 0.09% | 00.0% | 不變 |
| MJP Associates Inc | 15,015 | $368.3 萬 | 0.66% | 00.0% | 不變 |
| Pacitti Group Inc. | 15,035 | $368.8 萬 | 1.75% | +779+5.5% | 加碼 |
| Twelve Points Wealth Management LLC | 15,035 | $368.8 萬 | 1.00% | −701−4.5% | 減碼 |
| Evelyn Partners Investment Management (Europe) Ltd | 15,077 | $369.8 萬 | 1.38% | −1,711−10.2% | 減碼 |
| Cornerstone Enterprises, LLC | 15,107 | $370.6 萬 | 2.26% | +15,107 | 新進 |
| Aberdeen Wealth Management LLC | 15,133 | $371.2 萬 | 2.56% | 00.0% | 不變 |
| Phoenix Wealth Advisors | 15,143 | $371.5 萬 | 1.62% | −1,819−10.7% | 減碼 |
| LS Investment Advisors, LLC | 15,171 | $372.2 萬 | 0.57% | −143−0.9% | 減碼 |
| GoalVest Advisory LLC | 15,179 | $372.3 萬 | 1.02% | +1,257+9.0% | 加碼 |
| FWL Investment Management, LLC | 15,182 | $372.4 萬 | 1.38% | +38+0.3% | 加碼 |
| Proficio Capital Partners LLC | 15,191 | $372.6 萬 | 0.29% | +94+0.6% | 加碼 |
| NVWM, LLC | 15,216 | $373.3 萬 | 0.99% | −1,186−7.2% | 減碼 |
| SFMG, LLC | 15,249 | $374.1 萬 | 0.30% | +78+0.5% | 加碼 |
| Founders Financial Securities LLC | 15,395 | $374.4 萬 | 0.32% | −2,720−15.0% | 減碼 |
| TriaGen Wealth Management LLC | 15,280 | $374.8 萬 | 1.32% | −172−1.1% | 減碼 |
| TCI Wealth Advisors, Inc. | 15,281 | $374.8 萬 | 0.30% | −662−4.2% | 減碼 |
| Cynosure Management, LLC | 15,283 | $374.9 萬 | 0.52% | +472+3.2% | 加碼 |
| Ullmann Financial Group, Inc. | 15,316 | $375.7 萬 | 0.50% | +124+0.8% | 加碼 |
| Chung Wu Investment Group, LLC | 15,317 | $375.7 萬 | 4.49% | −150−1.0% | 減碼 |
| Ramirez Asset Management, Inc. | 15,344 | $376.4 萬 | 0.78% | −183−1.2% | 減碼 |
| Hudson Value Partners, LLC | 15,347 | $376.5 萬 | 1.41% | −218−1.4% | 減碼 |
| Asahi Life Asset Management Co., Ltd. | 15,363 | $376.9 萬 | 2.44% | +2,087+15.7% | 加碼 |
| Flavin Financial Services, Inc. | 15,389 | $377.5 萬 | 3.47% | +482+3.2% | 加碼 |
| Clear Creek Financial Management, LLC | 15,391 | $377.6 萬 | 0.39% | +2,292+17.5% | 加碼 |
| Ironwood Financial, llc | 15,400 | $377.8 萬 | 0.81% | +107+0.7% | 加碼 |
| Camden Capital, LLC | 15,420 | $378.3 萬 | 0.40% | −31,036−66.8% | 減碼 |
| Dumont & Blake Investment Advisors LLC | 15,430 | $378.5 萬 | 1.06% | −10.0% | 減碼 |
| Chatham Capital Group, Inc. | 15,435 | $378.6 萬 | 0.63% | 00.0% | 不變 |
| Convergence Financial, LLC | 15,458 | $379.2 萬 | 0.74% | +508+3.4% | 加碼 |
| Martin & Co Inc | 15,471 | $379.5 萬 | 0.73% | −116−0.7% | 減碼 |
| Affinity Investment Advisors, LLC | 15,481 | $379.7 萬 | 3.09% | −2,765−15.2% | 減碼 |
| Weaver Capital Management LLC | 15,483 | $379.8 萬 | 1.01% | +867+5.9% | 加碼 |
| Holistic Financial Partners | 15,517 | $380.6 萬 | 1.83% | −56−0.4% | 減碼 |
| Catherine Avery Investment Management LLC | 15,517 | $380.6 萬 | 3.41% | +941+6.5% | 加碼 |
| Tower Trust & Investment Co | 15,569 | $380.8 萬 | 3.07% | +15,569 | 新進 |
| Cerro Pacific Wealth Advisors LLC | 15,888 | $380.9 萬 | 1.24% | +137+0.9% | 加碼 |
| Biltmore Family Office, LLC | 15,541 | $381.2 萬 | 0.65% | +1,550+11.1% | 加碼 |
| Sawyer & Company, Inc | 15,595 | $382.5 萬 | 1.55% | −1,455−8.5% | 減碼 |
| China Universal Asset Management Co., Ltd. | 15,648 | $383.8 萬 | 0.36% | +1,561+11.1% | 加碼 |
| CFS Investment Advisory Services, LLC | 15,688 | $384.8 萬 | 0.34% | −126−0.8% | 減碼 |
| NWF Advisory Services Inc. | 15,694 | $385.0 萬 | 0.54% | −1,339−7.9% | 減碼 |
| Natural Investments, LLC | 15,765 | $386.7 萬 | 1.10% | +31+0.2% | 加碼 |
| Vectors Research Management, LLC | 15,799 | $387.5 萬 | 1.36% | +1,133+7.7% | 加碼 |
| Delta Financial Advisors LLC | 15,800 | $387.6 萬 | 1.46% | +248+1.6% | 加碼 |
| Jessup Wealth Management, Inc | 15,822 | $388.1 萬 | 1.63% | +14,866+1,555.0% | 加碼 |
| Weil Company, Inc. | 15,830 | $388.3 萬 | 1.16% | −1,401−8.1% | 減碼 |
| KLCM Advisors, Inc. | 15,834 | $388.4 萬 | 0.45% | +1,211+8.3% | 加碼 |
| Institute for Wealth Management, LLC. | 15,897 | $389.9 萬 | 0.50% | −60−0.4% | 減碼 |
| Meriwether Wealth & Planning, LLC | 15,931 | $390.8 萬 | 2.55% | +548+3.6% | 加碼 |
| Zions Bancorporation, National Association | 15,942 | $391.1 萬 | 0.25% | +15,942 | 新進 |
| Dillon & Associates Inc | 15,988 | $391.7 萬 | 0.58% | −575−3.5% | 減碼 |