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 5,157 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 +77 家
- 持有股數
- 20.2 億
- 較 2024 年第 4 季 −613.9 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 1,874 家加碼
- 清倉機構
- 130
- 另有 2,140 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 | 5,157 | $6,437 億 |
| 2026 年第 1 季 | 5,102 | $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 | 4,679 | $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 | 3,711 | $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 | 3,629 | $2,783 億 |
| 2022 年第 3 季 | 3,396 | $2,129 億 |
| 2022 年第 2 季 | 3,428 | $2,293 億 |
| 2022 年第 1 季 | 3,519 | $2,789 億 |
| 2021 年第 4 季 | 3,594 | $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 |
|---|---|---|---|---|---|
| Wisconsin Wealth Advisors, LLC | 1,850 | $45.4 萬 | 0.65% | +37+2.0% | 加碼 |
| Kagan Cocozza Asset Management | 1,854 | $45.5 萬 | 0.37% | −212−10.3% | 減碼 |
| Scarborough Advisors, LLC | 1,856 | $45.5 萬 | 0.06% | +544+41.5% | 加碼 |
| Denver Wealth Management, Inc. | 1,858 | $45.6 萬 | 0.21% | +5+0.3% | 加碼 |
| Ade, LLC | 1,859 | $45.6 萬 | 0.26% | −10−0.5% | 減碼 |
| Atwater Malick LLC | 1,861 | $45.7 萬 | 0.15% | 00.0% | 不變 |
| Foundation Wealth Management, LLC | 1,861 | $45.7 萬 | 0.22% | +225+13.8% | 加碼 |
| DHJJ Financial Advisors, Ltd. | 1,863 | $45.7 萬 | 0.18% | −48−2.5% | 減碼 |
| Fourth Dimension Wealth, LLC | 1,865 | $45.7 萬 | 0.22% | −100−5.1% | 減碼 |
| Wealthspan Partners, LLC | 1,868 | $45.8 萬 | 0.21% | −3−0.2% | 減碼 |
| Adams Wealth Management | 1,869 | $45.8 萬 | 0.09% | 00.0% | 不變 |
| CacheTech Inc. | 1,869 | $45.8 萬 | 0.09% | 00.0% | 不變 |
| Gratus Wealth Advisors, LLC | 1,869 | $45.8 萬 | 0.08% | −25−1.3% | 減碼 |
| Alpha DNA Investment Management LLC | 1,872 | $45.9 萬 | 9.92% | −18,976−91.0% | 減碼 |
| Axim Planning & Wealth | 1,872 | $45.9 萬 | 0.41% | −76−3.9% | 減碼 |
| Prospect Financial Services LLC | 1,873 | $45.9 萬 | 0.25% | +3+0.2% | 加碼 |
| Sharkey, Howes & Javer | 1,875 | $46.0 萬 | 0.07% | −175−8.5% | 減碼 |
| Roth Financial Partners LLC | 1,877 | $46.0 萬 | 0.18% | 00.0% | 不變 |
| Riverstone Advisors, LLC | 1,879 | $46.1 萬 | 0.28% | −11−0.6% | 減碼 |
| HFR Wealth Management, LLC | 1,880 | $46.1 萬 | 0.11% | 00.0% | 不變 |
| Broadwater Capital Management LLC | 1,881 | $46.1 萬 | 0.36% | 00.0% | 不變 |
| Symmetry Partners, LLC | 1,881 | $46.1 萬 | 0.06% | −7−0.4% | 減碼 |
| LeConte Wealth Management, LLC | 1,883 | $46.2 萬 | 0.29% | +1,883 | 新進 |
| Echo45 Advisors LLC | 1,886 | $46.3 萬 | 0.31% | −93−4.7% | 減碼 |
| Financial Advisors Network, Inc. | 1,887 | $46.3 萬 | 0.08% | −59−3.0% | 減碼 |
| Duncan Williams Asset Management, LLC | 1,887 | $46.3 萬 | 0.17% | 00.0% | 不變 |
| CVFG LLC | 1,895 | $46.5 萬 | 0.42% | −49−2.5% | 減碼 |
| Hutchens & Kramer Investment Management Group, LLC | 1,899 | $46.6 萬 | 0.26% | −6−0.3% | 減碼 |
| Friday Financial | 1,895 | $46.6 萬 | 0.28% | +1,005+112.9% | 加碼 |
| Vishria Bird Financial Group, LLC | 1,903 | $46.7 萬 | 0.16% | 00.0% | 不變 |
| Krane Funds Advisors LLC | 1,913 | $46.9 萬 | 0.01% | +424+28.5% | 加碼 |
| Awm Capital, LLC | 1,913 | $46.9 萬 | 0.05% | +616+47.5% | 加碼 |
| Banque de Luxembourg S.A. | 1,915 | $47.0 萬 | 0.27% | 00.0% | 不變 |
| RIA Advisory Group LLC | 1,918 | $47.1 萬 | 0.15% | +89+4.9% | 加碼 |
| Lewis Asset Management, LLC | 1,921 | $47.1 萬 | 0.39% | −27−1.4% | 減碼 |
| Rice Hall James & Associates, LLC | 1,926 | $47.2 萬 | 0.03% | +44+2.3% | 加碼 |
| Oxinas Partners Wealth Management LLC | 1,927 | $47.3 萬 | 0.28% | +520+37.0% | 加碼 |
| Retirement Planning Group, LLC | 1,927 | $47.3 萬 | 0.48% | +847+78.4% | 加碼 |
| Cadent Capital Advisors, LLC | 1,931 | $47.4 萬 | 0.18% | +5+0.3% | 加碼 |
| LifeWealth Investments, LLC | 1,931 | $47.4 萬 | 0.10% | +209+12.1% | 加碼 |
| Pennsylvania Capital Management Inc | 1,933 | $47.4 萬 | 0.17% | −5−0.3% | 減碼 |
| Rebalance, LLC | 1,940 | $47.6 萬 | 0.04% | +413+27.0% | 加碼 |
| Nottingham Advisors, Inc. | 1,941 | $47.6 萬 | 0.07% | −1,144−37.1% | 減碼 |
| Berkshire Money Management, Inc. | 1,941 | $47.6 萬 | 0.05% | −25−1.3% | 減碼 |
| Beaird Harris Wealth Management, LLC | 1,944 | $47.7 萬 | 0.04% | −109−5.3% | 減碼 |
| Horizon Family Wealth, Inc. | 1,944 | $47.7 萬 | 0.32% | −33−1.7% | 減碼 |
| Wealth Advisors Northwest LLC | 1,948 | $47.8 萬 | 0.30% | −77−3.8% | 減碼 |
| Exeter Financial, LLC | 1,949 | $47.8 萬 | 0.21% | −50−2.5% | 減碼 |
| Clean Yield Group | 1,954 | $47.9 萬 | 0.16% | 00.0% | 不變 |
| Noble Wealth Management PBC | 1,959 | $48.1 萬 | 0.33% | −5−0.3% | 減碼 |
| White Lighthouse Investment Management Inc. | 1,960 | $48.1 萬 | 0.09% | +138+7.6% | 加碼 |
| Kearns & Associates LLC | 1,960 | $48.1 萬 | 0.31% | 00.0% | 不變 |
| Keeler & Nadler Financial Planning & Wealth Management | 1,982 | $48.1 萬 | 0.22% | +1+0.1% | 加碼 |
| Ascent Capital Management, LLC | 1,962 | $48.1 萬 | 0.48% | +12+0.6% | 加碼 |
| Gill Capital Partners, LLC | 1,962 | $48.1 萬 | 0.17% | 00.0% | 不變 |
| Riverwater Partners LLC | 1,963 | $48.2 萬 | 0.25% | +288+17.2% | 加碼 |
| Joel Adams & Associates, Inc. | 1,965 | $48.2 萬 | 0.43% | 00.0% | 不變 |
| NDVR, Inc. | 1,965 | $48.2 萬 | 0.49% | −117−5.6% | 減碼 |
| Lakewood Asset Management LLC | 1,966 | $48.2 萬 | 0.33% | −1,152−36.9% | 減碼 |
| Smallwood Wealth Investment Management, LLC | 1,967 | $48.3 萬 | 0.30% | 00.0% | 不變 |
| Consultiva Wealth Management, Corp. | 1,974 | $48.4 萬 | 1.66% | +1,200+155.0% | 加碼 |
| Oxbow Advisors, LLC | 1,978 | $48.5 萬 | 0.05% | −27−1.3% | 減碼 |
| Triune Financial Partners, LLC | 1,985 | $48.7 萬 | 0.15% | +293+17.3% | 加碼 |
| Cherry Creek Investment Advisors, Inc. | 1,988 | $48.8 萬 | 0.25% | +10+0.5% | 加碼 |
| Putney Financial Group LLC | 1,993 | $48.9 萬 | 0.51% | 00.0% | 不變 |
| Somerville Kurt F | 1,995 | $48.9 萬 | 0.09% | 00.0% | 不變 |
| Compass Financial Group, INC | 1,995 | $48.9 萬 | 0.09% | +119+6.3% | 加碼 |
| Smith & Howard Wealth Management, LLC | 1,998 | $49.0 萬 | 0.13% | 00.0% | 不變 |
| Shapiro Capital Management LLC | 2,000 | $49.1 萬 | 0.02% | 00.0% | 不變 |
| Gruss & Co., LLC | 2,000 | $49.1 萬 | 2.14% | +1,000+100.0% | 加碼 |
| Corient IA LLC | 2,000 | $49.1 萬 | 0.35% | +2,000 | 新進 |
| Burton Enright Welch | 2,000 | $49.1 萬 | 0.10% | −13−0.6% | 減碼 |
| Birch Financial Group, LLC | 2,001 | $49.1 萬 | 0.44% | +58+3.0% | 加碼 |
| Foundation Wealth Management, LLC | 2,002 | $49.1 萬 | 0.38% | 00.0% | 不變 |
| Bensler, LLC | 2,004 | $49.1 萬 | 0.06% | −103−4.9% | 減碼 |
| Kinloch Capital, LLC | 2,007 | $49.2 萬 | 0.24% | +55+2.8% | 加碼 |
| Insight Wealth Partners, LLC | 2,008 | $49.2 萬 | 0.30% | −97−4.6% | 減碼 |
| Cowa, LLC | 2,008 | $49.3 萬 | 0.21% | −453−18.4% | 減碼 |
| CGC Financial Services, LLC | 2,010 | $49.3 萬 | 0.19% | −400−16.6% | 減碼 |
| West Wealth Group, LLC | 2,026 | $49.4 萬 | 0.15% | +158+8.5% | 加碼 |
| Encompass Wealth Advisors, LLC | 2,015 | $49.4 萬 | 0.20% | +2+0.1% | 加碼 |
| Syverson Strege & Co | 2,015 | $49.4 萬 | 0.16% | +59+3.0% | 加碼 |
| Nebula Research & Development LLC | 2,020 | $49.6 萬 | 0.05% | +2,020 | 新進 |
| Alterna Wealth Management, Inc | 2,022 | $49.6 萬 | 0.38% | −117−5.5% | 減碼 |
| Sage Capital Advisors,llc | 2,026 | $49.7 萬 | 0.13% | +86+4.4% | 加碼 |
| Capital Planning LLC | 2,026 | $49.7 萬 | 0.14% | −331−14.0% | 減碼 |
| Beirne Wealth Consulting Services, LLC | 2,027 | $49.7 萬 | 0.18% | 00.0% | 不變 |
| Burns Matteson Capital Management, LLC | 2,030 | $49.8 萬 | 0.27% | +30+1.5% | 加碼 |
| J2 Capital Management Inc | 2,031 | $49.8 萬 | 0.46% | −1,158−36.3% | 減碼 |
| Tower Wealth Partners, Inc. | 2,034 | $49.9 萬 | 0.27% | −46−2.2% | 減碼 |
| Optivise Advisory Services LLC | 2,038 | $50.0 萬 | 0.28% | −27−1.3% | 減碼 |
| Redwood Wealth Management Group, LLC | 2,039 | $50.0 萬 | 0.25% | +58+2.9% | 加碼 |
| Three Bridge Wealth Advisors, LLC | 2,040 | $50.0 萬 | 0.17% | 00.0% | 不變 |
| Inspire Advisors, LLC | 2,042 | $50.1 萬 | 0.06% | −43−2.1% | 減碼 |
| Litman Gregory Asset Management LLC | 2,045 | $50.2 萬 | 0.04% | 00.0% | 不變 |
| RWM Asset Management, LLC | 2,047 | $50.2 萬 | 0.08% | −15−0.7% | 減碼 |
| Smith Shellnut Wilson LLC | 2,047 | $50.2 萬 | 0.23% | +36+1.8% | 加碼 |
| Kercheville Advisors, LLC | 2,050 | $50.3 萬 | 0.21% | +25+1.2% | 加碼 |
| Bestgate Wealth Advisors, LLC | 2,051 | $50.3 萬 | 1.04% | 00.0% | 不變 |
| Columbus Macro, LLC | 2,055 | $50.4 萬 | 0.07% | −94−4.4% | 減碼 |