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 |
|---|---|---|---|---|---|
| Algert Global LLC | 17,885 | $438.7 萬 | 0.11% | +1,885+11.8% | 加碼 |
| MONECO Advisors, LLC | 17,893 | $438.9 萬 | 0.45% | −123−0.7% | 減碼 |
| First United Bank Trust | 17,902 | $439.1 萬 | 1.64% | −306−1.7% | 減碼 |
| Cobblestone Capital Advisors LLC | 17,912 | $439.4 萬 | 0.24% | −1,864−9.4% | 減碼 |
| Aspen Investment Management Inc | 17,927 | $439.7 萬 | 2.03% | −119−0.7% | 減碼 |
| Waterloo Capital, L.P. | 17,936 | $440.0 萬 | 0.41% | +1,743+10.8% | 加碼 |
| Atlantic Edge Private Wealth Management, LLC | 17,937 | $440.0 萬 | 1.34% | +101+0.6% | 加碼 |
| Forza Wealth Management, LLC | 17,943 | $440.1 萬 | 1.98% | +140+0.8% | 加碼 |
| Engineers Gate Manager LP | 17,980 | $441.0 萬 | 0.07% | −2,113−10.5% | 減碼 |
| Angeles Wealth Management, LLC | 17,987 | $441.2 萬 | 0.37% | +47+0.3% | 加碼 |
| Lee Johnson Capital Management, LLC | 18,013 | $441.9 萬 | 2.34% | −1,215−6.3% | 減碼 |
| Quadcap Wealth Management, LLC | 18,040 | $442.5 萬 | 0.64% | −863−4.6% | 減碼 |
| Raelipskie Partnership | 18,046 | $442.7 萬 | 2.28% | −1,322−6.8% | 減碼 |
| Graybill Bartz & Assoc Ltd | 18,050 | $442.8 萬 | 1.52% | +18,050 | 新進 |
| 3Chopt Investment Partners, LLC | 18,068 | $443.2 萬 | 1.16% | +638+3.7% | 加碼 |
| Good Life Advisors, LLC | 18,068 | $443.2 萬 | 0.31% | −400−2.2% | 減碼 |
| Archer Investment Corp | 18,073 | $443.3 萬 | 1.15% | −110−0.6% | 減碼 |
| SRS Capital Advisors, Inc. | 18,129 | $444.7 萬 | 0.29% | −1,029−5.4% | 減碼 |
| Oak Asset Management, LLC | 18,168 | $445.6 萬 | 1.63% | +101+0.6% | 加碼 |
| Denali Advisors LLC | 18,170 | $445.7 萬 | 0.51% | −400−2.2% | 減碼 |
| Opinicus Capital, Inc. | 18,173 | $445.8 萬 | 3.94% | −1,152−6.0% | 減碼 |
| Harold Davidson & Associates Inc. | 18,245 | $447.5 萬 | 2.44% | −392−2.1% | 減碼 |
| BCGM Wealth Management, LLC | 18,325 | $449.5 萬 | 1.38% | +444+2.5% | 加碼 |
| Arbor Trust Wealth Advisors, LLC | 18,337 | $449.8 萬 | 2.11% | −362−1.9% | 減碼 |
| Evelyn Partners Investment Management Services Ltd | 18,359 | $450.3 萬 | 0.74% | +4,114+28.9% | 加碼 |
| L.M. Kohn & Company | 18,370 | $450.6 萬 | 1.18% | +350+1.9% | 加碼 |
| Processus Wealth & Capital Management, LLC | 18,394 | $451.2 萬 | 3.84% | −21−0.1% | 減碼 |
| Stamos Capital Partners, L.P. | 18,414 | $451.7 萬 | 1.18% | +604+3.4% | 加碼 |
| Missouri Trust & Investment Co | 18,421 | $451.9 萬 | 1.59% | −384−2.0% | 減碼 |
| Aries Wealth Management | 18,445 | $452.5 萬 | 1.23% | +552+3.1% | 加碼 |
| Dock Street Asset Management Inc | 18,446 | $452.5 萬 | 0.53% | +15,535+533.7% | 加碼 |
| Hedeker Wealth, LLC | 18,465 | $452.9 萬 | 1.22% | −397−2.1% | 減碼 |
| Teza Capital Management LLC | 18,481 | $453.3 萬 | 2.07% | +18,481 | 新進 |
| Aureus Asset Management, LLC | 18,512 | $454.1 萬 | 0.32% | −143−0.8% | 減碼 |
| Twin City Private Wealth, LLC | 18,532 | $454.6 萬 | 4.00% | −237−1.3% | 減碼 |
| Mayflower Financial Advisors, LLC | 18,627 | $456.9 萬 | 0.69% | −571−3.0% | 減碼 |
| Peak Planning Group, LLC | 18,652 | $457.5 萬 | 1.92% | −293−1.5% | 減碼 |
| TTP Investments, Inc. | 18,667 | $457.9 萬 | 1.93% | +11,901+175.9% | 加碼 |
| Moseley Investment Management Inc | 18,712 | $459.0 萬 | 1.79% | +122+0.7% | 加碼 |
| IPG Investment Advisors LLC | 18,729 | $459.4 萬 | 1.04% | +12,108+182.9% | 加碼 |
| Bell Bank | 18,749 | $459.9 萬 | 0.25% | +358+1.9% | 加碼 |
| Milestone Asset Management, LLC | 18,779 | $460.7 萬 | 0.98% | +11,348+152.7% | 加碼 |
| Schwarz Dygos Wheeler Investment Advisors LLC | 18,784 | $460.8 萬 | 1.10% | +70.0% | 加碼 |
| Transatlantique Private Wealth LLC | 18,820 | $461.7 萬 | 1.84% | −1,128−5.7% | 減碼 |
| Generali Investments, Management Co LLC | 18,822 | $461.7 萬 | 1.31% | +4,630+32.6% | 加碼 |
| Canton Hathaway, LLC | 18,839 | $462.1 萬 | 0.93% | 00.0% | 不變 |
| Leisure Capital Management | 18,867 | $462.8 萬 | 1.90% | −52−0.3% | 減碼 |
| Huntleigh Advisors, Inc. | 18,876 | $463.1 萬 | 0.77% | +371+2.0% | 加碼 |
| Goldstone Financial Group, LLC | 18,887 | $463.3 萬 | 0.70% | +680+3.7% | 加碼 |
| Trinity Financial Advisors LLC | 20,292 | $464.1 萬 | 1.67% | +1,051+5.5% | 加碼 |
| Miller Investment Management, LP | 18,935 | $464.5 萬 | 0.51% | 00.0% | 不變 |
| Armis Advisers, LLC | 19,007 | $465.3 萬 | 0.43% | +13,901+272.2% | 加碼 |
| Princeton Capital Management LLC | 18,997 | $466.0 萬 | 1.64% | +2,236+13.3% | 加碼 |
| 180 Wealth Advisors, LLC | 19,019 | $466.5 萬 | 0.74% | +23+0.1% | 加碼 |
| Ocean Capital Management, LLC | 19,043 | $467.1 萬 | 1.11% | −25−0.1% | 減碼 |
| Nvest Financial, LLC | 19,065 | $467.7 萬 | 2.50% | 00.0% | 不變 |
| Tranquility Partners, LLC | 19,083 | $468.1 萬 | 1.81% | +269+1.4% | 加碼 |
| Sculati Wealth Management, LLC | 19,084 | $468.1 萬 | 1.89% | −291−1.5% | 減碼 |
| Bank Hapoalim BM | 19,108 | $468.7 萬 | 0.68% | −763−3.8% | 減碼 |
| Segment Wealth Management, LLC | 19,110 | $468.8 萬 | 0.32% | +3,576+23.0% | 加碼 |
| Gold Investment Management Ltd. | 19,123 | $469.1 萬 | 1.98% | +242+1.3% | 加碼 |
| FCG Investment Co | 19,145 | $469.6 萬 | 2.95% | −83−0.4% | 減碼 |
| Raab & Moskowitz Asset Management LLC | 19,171 | $470.3 萬 | 1.18% | −229−1.2% | 減碼 |
| White Pine Capital LLC | 19,185 | $470.6 萬 | 1.63% | +275+1.5% | 加碼 |
| Chesapeake Asset Management LLC | 19,194 | $470.8 萬 | 4.48% | +852+4.6% | 加碼 |
| Ritter Daniher Financial Advisory LLC | 19,205 | $471.1 萬 | 1.28% | −99−0.5% | 減碼 |
| Piscataqua Savings Bank | 19,247 | $472.1 萬 | 4.17% | +611+3.3% | 加碼 |
| Tyche Wealth Partners LLC | 19,250 | $472.2 萬 | 1.02% | −459−2.3% | 減碼 |
| Spirepoint Private Client, LLC | 19,263 | $472.5 萬 | 0.62% | −133−0.7% | 減碼 |
| Harvey Investment Co LLC | 19,266 | $472.6 萬 | 0.52% | 00.0% | 不變 |
| StrongBox Wealth, LLC | 19,267 | $472.6 萬 | 1.97% | −1,288−6.3% | 減碼 |
| Sax Wealth Advisors, LLC | 19,295 | $473.3 萬 | 0.34% | +3,046+18.7% | 加碼 |
| Financial Advocates Investment Management | 19,301 | $473.5 萬 | 0.33% | −1,088−5.3% | 減碼 |
| Huber Capital Management LLC | 19,333 | $474.2 萬 | 0.89% | 00.0% | 不變 |
| Klingman & Associates, LLC | 19,347 | $474.6 萬 | 0.29% | +1,248+6.9% | 加碼 |
| Fischer Financial Services, Inc. | 19,350 | $474.7 萬 | 1.53% | +177+0.9% | 加碼 |
| Bank Ozk | 19,386 | $475.5 萬 | 1.98% | −419−2.1% | 減碼 |
| Pure Financial Advisors, Inc. | 19,406 | $476.0 萬 | 0.10% | −246−1.3% | 減碼 |
| Zhang Financial LLC | 19,436 | $476.7 萬 | 0.25% | +7,067+57.1% | 加碼 |
| Evermay Wealth Management LLC | 19,440 | $476.9 萬 | 0.63% | −543−2.7% | 減碼 |
| Farmers & Merchants Trust Co of Chambersburg PA | 19,479 | $477.8 萬 | 1.69% | −671−3.3% | 減碼 |
| Poehling Capital Management, LLC | 19,489 | $478.1 萬 | 1.21% | −69−0.4% | 減碼 |
| Oak Family Advisors, LLC | 19,502 | $478.4 萬 | 1.99% | +879+4.7% | 加碼 |
| Resurgent Financial Advisors LLC | 19,522 | $478.9 萬 | 2.88% | −396−2.0% | 減碼 |
| Intellectus Partners, LLC | 19,534 | $479.2 萬 | 1.18% | −261−1.3% | 減碼 |
| Fairfield, Bush & Co. | 19,645 | $481.9 萬 | 3.06% | −749−3.7% | 減碼 |
| Wasatch Advisors Inc | 19,684 | $482.8 萬 | 0.03% | +500+2.6% | 加碼 |
| Vista Wealth Management Group, LLC | 19,747 | $484.4 萬 | 0.32% | +469+2.4% | 加碼 |
| West Oak Capital, LLC | 19,782 | $485.3 萬 | 1.88% | −1,560−7.3% | 減碼 |
| Northcape Wealth Management, LLC | 19,782 | $485.3 萬 | 1.57% | −436−2.2% | 減碼 |
| Altfest L J & Co Inc | 19,804 | $485.8 萬 | 0.61% | −878−4.2% | 減碼 |
| Avaii Wealth Management, LLC | 19,808 | $485.9 萬 | 2.59% | +14,951+307.8% | 加碼 |
| Kera Capital Partners, Inc. | 19,854 | $487.0 萬 | 1.45% | +254+1.3% | 加碼 |
| JPB Foundation | 19,855 | $487.0 萬 | 0.64% | 00.0% | 不變 |
| Edgewood Management LLC | 19,916 | $488.5 萬 | 0.02% | −242−1.2% | 減碼 |
| Sanders Morris Harris LLC | 19,984 | $488.8 萬 | 0.75% | 00.0% | 不變 |
| Kampmann Melissa S. | 19,931 | $488.9 萬 | 3.86% | +135+0.7% | 加碼 |
| Chilton Investment Co LLC | 19,941 | $489.2 萬 | 0.12% | +4,421+28.5% | 加碼 |
| Nicholas Investment Partners, LP | 19,967 | $489.8 萬 | 0.50% | 00.0% | 不變 |
| Avidian Wealth Solutions, LLC | 19,973 | $489.9 萬 | 0.22% | +54+0.3% | 加碼 |