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 |
|---|---|---|---|---|---|
| Investment Partners, Ltd. | 19,988 | $490.3 萬 | 2.03% | +573+3.0% | 加碼 |
| OneAscent Financial Services LLC | 20,105 | $490.9 萬 | 0.32% | +933+4.9% | 加碼 |
| Peachtree Investment Partners, LLC | 20,042 | $491.6 萬 | 1.94% | +464+2.4% | 加碼 |
| St. Louis Trust Co | 20,051 | $491.9 萬 | 0.71% | +1,011+5.3% | 加碼 |
| Nwam LLC | 20,070 | $492.3 萬 | 0.42% | −4,398−18.0% | 減碼 |
| Catalyst Financial Partners LLC | 20,070 | $492.3 萬 | 0.91% | +799+4.1% | 加碼 |
| Acropolis Investment Management, LLC | 20,105 | $493.2 萬 | 0.29% | −100−0.5% | 減碼 |
| Pacifica Partners Inc. | 21,605 | $494.1 萬 | 2.26% | −585−2.6% | 減碼 |
| Aaron Wealth Advisors | 20,191 | $495.3 萬 | 0.57% | +1,218+6.4% | 加碼 |
| Advisor OS, LLC | 20,205 | $495.6 萬 | 0.56% | +956+5.0% | 加碼 |
| Marks Group Wealth Management, Inc | 20,250 | $496.7 萬 | 0.48% | −79−0.4% | 減碼 |
| Violich Capital Management, Inc. | 20,260 | $497.0 萬 | 0.67% | +135+0.7% | 加碼 |
| Pinnacle Bancorp, Inc. | 20,293 | $497.8 萬 | 1.62% | −216−1.1% | 減碼 |
| DeDora Capital, Inc. | 20,326 | $498.6 萬 | 1.44% | −277−1.3% | 減碼 |
| Financial Advisory Partners, LLC | 20,363 | $499.5 萬 | 1.67% | −355−1.7% | 減碼 |
| Itau Unibanco Holding S.A. | 20,394 | $500.3 萬 | 0.19% | +20,394 | 新進 |
| VeraBank, N.A. | 20,413 | $500.7 萬 | 1.40% | −631−3.0% | 減碼 |
| Central Valley Advisors, LLC | 20,472 | $502.2 萬 | 1.90% | −2,683−11.6% | 減碼 |
| Providence Wealth Advisors, LLC | 20,762 | $504.2 萬 | 3.82% | −38−0.2% | 減碼 |
| Accredited Investors Inc. | 20,582 | $504.9 萬 | 0.31% | −391−1.9% | 減碼 |
| Doliver Advisors, LP | 20,646 | $506.5 萬 | 1.42% | −276−1.3% | 減碼 |
| Zullo Investment Group, Inc. | 20,653 | $506.6 萬 | 2.17% | +138+0.7% | 加碼 |
| True North Advisors, LLC | 20,659 | $506.8 萬 | 0.90% | −2,344−10.2% | 減碼 |
| Alps Advisors Inc | 20,679 | $507.3 萬 | 0.03% | −917−4.2% | 減碼 |
| QV Investors Inc. | 20,695 | $507.6 萬 | 0.51% | −5,070−19.7% | 減碼 |
| Octavia Wealth Advisors, LLC | 20,773 | $509.6 萬 | 0.62% | −2,530−10.9% | 減碼 |
| Finer Wealth Management, Inc. | 20,780 | $509.7 萬 | 3.05% | +347+1.7% | 加碼 |
| Andrew Hill Investment Advisors, Inc. | 20,783 | $509.8 萬 | 4.93% | −3,810−15.5% | 減碼 |
| Gilder Gagnon Howe & Co LLC | 20,807 | $510.4 萬 | 0.07% | −111−0.5% | 減碼 |
| Beaumont Financial Advisors, LLC | 20,817 | $510.6 萬 | 0.40% | −55−0.3% | 減碼 |
| Massachusetts Wealth Management | 20,824 | $510.8 萬 | 3.50% | −670−3.1% | 減碼 |
| Banco de Sabadell, S.A | 20,856 | $512.1 萬 | 3.89% | +2,884+16.0% | 加碼 |
| Brookmont Capital Management | 20,897 | $512.6 萬 | 2.89% | −2,013−8.8% | 減碼 |
| Mather Group, LLC. | 20,918 | $513.1 萬 | 0.06% | +2,705+14.9% | 加碼 |
| Fire Capital Management LLC | 20,934 | $513.5 萬 | 3.78% | +815+4.1% | 加碼 |
| SOL Capital Management CO | 20,977 | $514.6 萬 | 0.57% | −20−0.1% | 減碼 |
| Knott David M Jr | 20,985 | $514.8 萬 | 2.43% | 00.0% | 不變 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 21,000 | $515.1 萬 | 2.80% | −1,000−4.5% | 減碼 |
| Voya Financial Advisors, Inc. | 21,251 | $516.1 萬 | 0.57% | +1,268+6.3% | 加碼 |
| Consolidated Capital Management, LLC | 21,083 | $517.2 萬 | 2.15% | +21,083 | 新進 |
| BOK Financial Private Wealth, Inc. | 21,100 | $517.6 萬 | 0.39% | −1,022−4.6% | 減碼 |
| Amica Mutual Insurance Co | 21,121 | $518.1 萬 | 0.57% | 00.0% | 不變 |
| Norden Group LLC | 21,167 | $519.3 萬 | 0.60% | −174−0.8% | 減碼 |
| River Street Advisors LLC | 21,247 | $521.2 萬 | 2.58% | +206+1.0% | 加碼 |
| Van Eck Associates Corp | 21,258 | $521.5 萬 | 0.01% | −18,338−46.3% | 減碼 |
| Sustainable Insight Capital Management, LLC | 21,352 | $523.8 萬 | 2.61% | −1,543−6.7% | 減碼 |
| Joseph Group Capital Management | 21,360 | $524.0 萬 | 2.00% | +1,349+6.7% | 加碼 |
| Dynasty Wealth Management, LLC | 21,392 | $524.7 萬 | 0.09% | −2,210−9.4% | 減碼 |
| Vista Investment Management | 21,398 | $524.9 萬 | 2.05% | −1,956−8.4% | 減碼 |
| SOA Wealth Advisors, LLC. | 44,431 | $525.2 萬 | 1.10% | +23,094+108.2% | 加碼 |
| Wakefield Asset Management LLLP | 21,450 | $526.2 萬 | 1.59% | +4,596+27.3% | 加碼 |
| Carnegie Lake Advisors LLC | 21,455 | $526.3 萬 | 2.14% | +121+0.6% | 加碼 |
| Hanson & Doremus Investment Management | 21,466 | $526.6 萬 | 0.77% | +3,560+19.9% | 加碼 |
| Agp Franklin, LLC | 22,589 | $526.6 萬 | 3.25% | +427+1.9% | 加碼 |
| Strategic Investment Advisors | 21,478 | $526.9 萬 | 0.56% | −1,401−6.1% | 減碼 |
| Coastline Trust Co | 21,481 | $526.9 萬 | 0.65% | +479+2.3% | 加碼 |
| Brown, Lisle/Cummings, Inc. | 21,488 | $527.1 萬 | 1.53% | +445+2.1% | 加碼 |
| Pine Ridge Advisers LLC | 21,500 | $527.4 萬 | 0.45% | 00.0% | 不變 |
| Abacus Planning Group, Inc. | 21,505 | $527.5 萬 | 0.92% | +142+0.7% | 加碼 |
| Signature Estate & Investment Advisors LLC | 21,507 | $527.6 萬 | 0.14% | −714−3.2% | 減碼 |
| Wilkins Investment Counsel Inc | 21,570 | $529.1 萬 | 0.76% | −1,025−4.5% | 減碼 |
| TigerOak Management, L.L.C. | 21,628 | $530.5 萬 | 2.05% | +445+2.1% | 加碼 |
| Certified Advisory Corp | 21,629 | $530.6 萬 | 0.60% | −1,035−4.6% | 減碼 |
| Marathon Capital Management | 21,676 | $531.7 萬 | 1.42% | −62−0.3% | 減碼 |
| SGL Investment Advisors, Inc. | 20,995 | $532.2 萬 | 2.75% | −7,479−26.3% | 減碼 |
| Curbstone Financial Management Corp | 21,717 | $532.7 萬 | 1.12% | −883−3.9% | 減碼 |
| WD Rutherford LLC | 22,884 | $533.5 萬 | 2.84% | +90+0.4% | 加碼 |
| Savvy Advisors, Inc. | 21,759 | $533.7 萬 | 0.54% | +2,193+11.2% | 加碼 |
| Cassaday & Co Wealth Management LLC | 21,762 | $533.8 萬 | 0.15% | +756+3.6% | 加碼 |
| Connable Office Inc | 21,765 | $533.9 萬 | 0.57% | −4,060−15.7% | 減碼 |
| Hudock, Inc. | 21,777 | $534.2 萬 | 0.93% | −252−1.1% | 減碼 |
| Long Run Wealth Advisors, LLC | 21,785 | $534.4 萬 | 1.21% | +1,316+6.4% | 加碼 |
| JT Stratford LLC | 21,789 | $534.5 萬 | 0.94% | +1,054+5.1% | 加碼 |
| GWN Securities Inc. | 20,945 | $534.6 萬 | 0.30% | +9,122+77.2% | 加碼 |
| TBH Global Asset Management, LLC | 21,849 | $536.0 萬 | 1.03% | +11,197+105.1% | 加碼 |
| Eagle Capital Management, LLC | 21,856 | $536.1 萬 | 2.37% | −93−0.4% | 減碼 |
| Spirit of America Management Corp | 21,892 | $537.0 萬 | 1.09% | 00.0% | 不變 |
| Wittenberg Investment Management, Inc. | 21,920 | $537.7 萬 | 2.42% | −10,133−31.6% | 減碼 |
| Slagle Financial, LLC | 21,935 | $538.1 萬 | 2.39% | +492+2.3% | 加碼 |
| Royal Capital Wealth Management, LLC | 21,938 | $538.1 萬 | 3.77% | +55+0.3% | 加碼 |
| Beaton Management Co. Inc. | 21,967 | $538.9 萬 | 2.80% | −25−0.1% | 減碼 |
| Diversified Enterprises, LLC | 21,971 | $539.0 萬 | 0.45% | +8,754+66.2% | 加碼 |
| Horizon Investments, LLC | 22,107 | $539.0 萬 | 0.16% | +14+0.1% | 加碼 |
| Blume Capital Management, Inc. | 21,975 | $539.0 萬 | 1.21% | −1,162−5.0% | 減碼 |
| Trust Point Inc. | 21,989 | $539.4 萬 | 0.49% | −4,356−16.5% | 減碼 |
| Newman Dignan & Sheerar, Inc. | 21,989 | $539.4 萬 | 1.47% | −929−4.1% | 減碼 |
| Bright Rock Capital Management, LLC | 22,000 | $539.7 萬 | 1.14% | −15,000−40.5% | 減碼 |
| Hamel Associates, Inc. | 22,027 | $540.3 萬 | 1.84% | −5,220−19.2% | 減碼 |
| Hallmark Capital Management Inc | 22,028 | $540.4 萬 | 0.41% | −874−3.8% | 減碼 |
| Norway Savings Bank | 22,103 | $542.2 萬 | 3.08% | −157−0.7% | 減碼 |
| Regatta Capital Group, LLC | 22,132 | $542.9 萬 | 1.05% | +111+0.5% | 加碼 |
| Nichols & Pratt Advisers LLP | 22,162 | $543.6 萬 | 0.37% | −290−1.3% | 減碼 |
| X-Square Capital, LLC | 22,199 | $544.5 萬 | 2.34% | +507+2.3% | 加碼 |
| Gables Capital Management Inc. | 22,199 | $544.5 萬 | 2.69% | −50−0.2% | 減碼 |
| Altrius Capital Management Inc | 22,200 | $544.6 萬 | 1.32% | +386+1.8% | 加碼 |
| Pinkerton Retirement Specialists, LLC | 22,207 | $544.7 萬 | 0.71% | −257−1.1% | 減碼 |
| Cohen Investment Advisors LLC | 22,235 | $545.4 萬 | 3.16% | +37+0.2% | 加碼 |
| Studio Investment Management LLC | 22,245 | $545.7 萬 | 1.13% | −679−3.0% | 減碼 |
| Adirondack Trust Co | 22,267 | $546.2 萬 | 2.13% | −131−0.6% | 減碼 |
| Grandfield & Dodd, LLC | 22,268 | $546.2 萬 | 0.34% | −236−1.0% | 減碼 |