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 |
|---|---|---|---|---|---|
| JPL Wealth Management, LLC | 15,976 | $391.9 萬 | 1.12% | −727−4.4% | 減碼 |
| Krilogy Financial LLC | 15,976 | $391.9 萬 | 0.25% | +1,113+7.5% | 加碼 |
| Enterprise Financial Services Corp | 15,980 | $392.0 萬 | 2.32% | −163−1.0% | 減碼 |
| MN Wealth Advisors, LLC | 15,994 | $392.3 萬 | 2.30% | +14,395+900.3% | 加碼 |
| Cito Capital Group, LLC | 16,036 | $393.4 萬 | 1.49% | +40.0% | 加碼 |
| Trivant Custom Portfolio Group, LLC | 16,046 | $393.6 萬 | 2.26% | −153−0.9% | 減碼 |
| Convergence Investment Partners, LLC | 16,084 | $394.5 萬 | 1.09% | −1,427−8.1% | 減碼 |
| Counterweight Ventures, LLC | 16,099 | $394.9 萬 | 2.83% | +390+2.5% | 加碼 |
| Sweeney & Michel, LLC | 18,236 | $395.5 萬 | 1.73% | +18,236 | 新進 |
| Cornell Pochily Investment Advisors, Inc. | 16,129 | $395.6 萬 | 1.39% | −42−0.3% | 減碼 |
| Phillips Financial Management, LLC | 16,145 | $396.0 萬 | 0.31% | +45+0.3% | 加碼 |
| Crews Bank & Trust | 16,194 | $397.2 萬 | 0.68% | −237−1.4% | 減碼 |
| Burke & Herbert Bank & Trust Co | 16,245 | $398.5 萬 | 0.96% | −1,945−10.7% | 減碼 |
| First City Capital Management, Inc. | 16,278 | $399.3 萬 | 2.39% | −78−0.5% | 減碼 |
| Mach-1 Financial Group, Inc. | 16,295 | $399.7 萬 | 1.20% | +11,452+236.5% | 加碼 |
| Gerber Kawasaki Wealth & Investment Management | 16,319 | $400.3 萬 | 0.18% | +3,112+23.6% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 16,328 | $400.5 萬 | 0.60% | +1,364+9.1% | 加碼 |
| Peoples Financial Services Corp. | 16,353 | $401.1 萬 | 1.93% | −260−1.6% | 減碼 |
| Moser Wealth Advisors, LLC | 16,384 | $401.9 萬 | 2.11% | −200−1.2% | 減碼 |
| Atlas Legacy Advisors, LLC | 16,402 | $402.3 萬 | 1.02% | +208+1.3% | 加碼 |
| Eclectic Associates Inc | 16,422 | $402.8 萬 | 1.08% | +107+0.7% | 加碼 |
| FLC Capital Advisors | 16,424 | $402.9 萬 | 0.90% | +148+0.9% | 加碼 |
| Boltwood Capital Management | 16,435 | $403.2 萬 | 1.23% | +1,985+13.7% | 加碼 |
| Analyst IMS Investment Management Services Ltd. | 16,438 | $403.2 萬 | 0.16% | +7,191+77.8% | 加碼 |
| Optas, LLC | 16,437 | $403.2 萬 | 0.70% | +179+1.1% | 加碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 16,611 | $403.4 萬 | 0.62% | +267+1.6% | 加碼 |
| CNB Bank | 16,462 | $403.8 萬 | 2.04% | −972−5.6% | 減碼 |
| Slocum, Gordon & Co LLP | 16,494 | $404.6 萬 | 3.01% | −150−0.9% | 減碼 |
| Condor Capital Management | 16,494 | $404.6 萬 | 0.38% | −160−1.0% | 減碼 |
| Financial Engines Advisors L.L.C. | 16,500 | $404.8 萬 | 0.01% | −49−0.3% | 減碼 |
| Aprio Wealth Management, LLC | 16,527 | $405.4 萬 | 0.51% | +982+6.3% | 加碼 |
| KP Management LLC | 16,527 | $405.4 萬 | 1.56% | 00.0% | 不變 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 16,537 | $405.7 萬 | 1.60% | +574+3.6% | 加碼 |
| Tandem Capital Management Corp | 16,595 | $407.1 萬 | 2.27% | +42+0.3% | 加碼 |
| Portside Wealth Group, LLC | 16,667 | $408.8 萬 | 0.67% | −265−1.6% | 減碼 |
| Searle & Co. | 16,688 | $409.4 萬 | 1.17% | 00.0% | 不變 |
| Vision Financial Markets LLC | 16,697 | $409.6 萬 | 4.46% | −78−0.5% | 減碼 |
| Loudon Investment Management, LLC | 16,713 | $410.0 萬 | 2.34% | +585+3.6% | 加碼 |
| Central Pacific Bank - Trust Division | 16,754 | $411.0 萬 | 0.57% | −93−0.6% | 減碼 |
| United Advisor Group, LLC | 16,771 | $411.4 萬 | 0.84% | −1,790−9.6% | 減碼 |
| Game Plan Financial Advisors, LLC | 16,781 | $411.6 萬 | 2.00% | 00.0% | 不變 |
| Kesler, Norman & Wride, LLC | 16,782 | $411.7 萬 | 0.78% | +2,598+18.3% | 加碼 |
| Permanens Capital L.P. | 16,784 | $411.7 萬 | 0.75% | +1,355+8.8% | 加碼 |
| Antonelli Financial Advisors, LLC | 16,816 | $412.5 萬 | 3.32% | 00.0% | 不變 |
| Van Cleef Asset Management,Inc | 16,840 | $413.1 萬 | 0.47% | −547−3.1% | 減碼 |
| Wills Financial Group LLC | 16,841 | $413.1 萬 | 1.83% | +16,841 | 新進 |
| Wealth Alliance | 16,841 | $413.1 萬 | 0.50% | +461+2.8% | 加碼 |
| Main Street Financial Solutions, LLC | 16,868 | $413.8 萬 | 0.36% | +122+0.7% | 加碼 |
| Commonwealth Financial Services, LLC | 16,879 | $414.0 萬 | 0.85% | +827+5.2% | 加碼 |
| Watts Gwilliam & Co., LLC | 16,925 | $415.2 萬 | 0.90% | +519+3.2% | 加碼 |
| Bull Street Advisors, LLC | 16,946 | $415.7 萬 | 1.99% | −75−0.4% | 減碼 |
| KPP Advisory Services LLC | 17,017 | $417.4 萬 | 0.79% | +3,667+27.5% | 加碼 |
| Marest Capital, LLC | 17,048 | $418.2 萬 | 3.47% | +149+0.9% | 加碼 |
| Sterling Investment Counsel, LLC | 17,103 | $419.5 萬 | 1.44% | +9,601+128.0% | 加碼 |
| Cetera Trust Company, N.A | 17,116 | $419.9 萬 | 2.68% | −370−2.1% | 減碼 |
| Capital City Trust Co | 17,123 | $420.0 萬 | 1.15% | +1,061+6.6% | 加碼 |
| Prudent Man Advisors, LLC | 17,132 | $420.2 萬 | 1.53% | +481+2.9% | 加碼 |
| Outfitter Financial LLC | 17,137 | $420.4 萬 | 3.78% | −960−5.3% | 減碼 |
| Proquility Private Wealth Partners, LLC | 17,154 | $420.8 萬 | 1.30% | −2,526−12.8% | 減碼 |
| Mattson Financial Services, LLC | 17,190 | $421.7 萬 | 1.27% | +739+4.5% | 加碼 |
| WP Advisors, LLC | 17,201 | $422.0 萬 | 1.40% | −145−0.8% | 減碼 |
| Strategic Planning, Inc. | 17,204 | $422.0 萬 | 2.38% | +17,204 | 新進 |
| Sawgrass Asset Management LLC | 17,216 | $422.3 萬 | 0.52% | −1,119−6.1% | 減碼 |
| Continuum Advisory, LLC | 17,225 | $422.5 萬 | 0.54% | −570−3.2% | 減碼 |
| Valley Brook Capital Group | 17,243 | $423.0 萬 | 3.32% | +93+0.5% | 加碼 |
| Central Bank & Trust Co | 17,253 | $423.2 萬 | 0.71% | +273+1.6% | 加碼 |
| Center for Financial Planning, Inc. | 17,254 | $423.3 萬 | 0.54% | +379+2.2% | 加碼 |
| Impact Capital Partners LLC | 17,258 | $423.3 萬 | 1.53% | +694+4.2% | 加碼 |
| Invera Wealth Advisors, LLC | 17,263 | $423.5 萬 | 2.74% | −7,122−29.2% | 減碼 |
| Hartford Funds Management Co LLC | 17,271 | $423.7 萬 | 0.38% | −107−0.6% | 減碼 |
| Smith, Moore & Co. | 17,281 | $423.9 萬 | 0.39% | −118−0.7% | 減碼 |
| BKM Wealth Management, LLC | 17,296 | $424.3 萬 | 1.75% | +961+5.9% | 加碼 |
| Two Sigma Advisers, LP | 17,300 | $424.4 萬 | 0.01% | −35,500−67.2% | 減碼 |
| O'Dell Group, LLC | 17,347 | $425.5 萬 | 1.10% | −1,092−5.9% | 減碼 |
| Portfolio Design Labs, LLC | 17,371 | $426.1 萬 | 0.88% | −5,306−23.4% | 減碼 |
| Crescent Sterling, Ltd. | 17,375 | $426.2 萬 | 4.37% | −214−1.2% | 減碼 |
| Worth Financial Advisory Group, LLC | 17,416 | $427.2 萬 | 2.71% | −299−1.7% | 減碼 |
| Register Financial Advisors LLC | 17,418 | $427.3 萬 | 2.22% | −195−1.1% | 減碼 |
| Snider Financial Group | 17,459 | $428.3 萬 | 1.39% | −684−3.8% | 減碼 |
| Manchester Capital Management LLC | 17,466 | $428.5 萬 | 0.53% | +801+4.8% | 加碼 |
| MeadowBrook Investment Advisors LLC | 17,512 | $429.6 萬 | 4.01% | −315−1.8% | 減碼 |
| Crowley Wealth Management, Inc. | 17,547 | $430.4 萬 | 4.10% | −239−1.3% | 減碼 |
| Benin Management CORP | 17,563 | $430.8 萬 | 1.23% | +299+1.7% | 加碼 |
| Investment Advisory Services Inc | 17,583 | $431.3 萬 | 1.56% | −40.0% | 減碼 |
| Winthrop Advisory Group LLC | 17,598 | $431.7 萬 | 0.52% | −661−3.6% | 減碼 |
| Glen Eagle Advisors, LLC | 17,614 | $432.1 萬 | 0.72% | +313+1.8% | 加碼 |
| LRI Investments, LLC | 40,503 | $432.1 萬 | 0.42% | +389+1.0% | 加碼 |
| Bernard Wealth Management Corp. | 17,615 | $432.1 萬 | 2.11% | +8,984+104.1% | 加碼 |
| Argus Investors' Counsel, Inc. | 17,625 | $432.4 萬 | 3.29% | −1,042−5.6% | 減碼 |
| Lodestone Wealth Management LLC | 17,678 | $433.7 萬 | 2.31% | −1,676−8.7% | 減碼 |
| Marshall Wace, LLP | 17,700 | $434.2 萬 | 0.01% | +17,700 | 新進 |
| Home Federal Bank of Tennessee | 17,708 | $434.4 萬 | 1.29% | −79−0.4% | 減碼 |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 17,714 | $434.5 萬 | 4.47% | +7,100+66.9% | 加碼 |
| Pines Wealth Management, LLC | 20,071 | $435.3 萬 | 2.01% | +79+0.4% | 加碼 |
| Tiemann Investment Advisors, LLC | 17,768 | $435.8 萬 | 1.98% | −342−1.9% | 減碼 |
| Alpine Bank Wealth Management | 17,776 | $436.0 萬 | 0.70% | +17,776 | 新進 |
| Magnolia Capital Advisors LLC | 17,805 | $436.8 萬 | 1.19% | −1,077−5.7% | 減碼 |
| Keel Point, LLC | 17,841 | $437.6 萬 | 0.34% | +2,119+13.5% | 加碼 |
| Affinity Wealth Management LLC | 17,867 | $438.3 萬 | 0.81% | −835−4.5% | 減碼 |
| Guerra Pan Advisors, LLC | 17,871 | $438.4 萬 | 3.44% | −50.0% | 減碼 |