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 |
|---|---|---|---|---|---|
| Allen Mooney & Barnes Investment Advisors LLC | 78,721 | $1,931 萬 | 3.14% | −2,219−2.7% | 減碼 |
| James Investment Research Inc | 77,909 | $1,911 萬 | 2.43% | −376−0.5% | 減碼 |
| Sienna Gestion | 79,744 | $1,901 萬 | 1.56% | −4,747−5.6% | 減碼 |
| Pictet North America Advisors SA | 77,421 | $1,899 萬 | 1.90% | +3,286+4.4% | 加碼 |
| Baxter Bros Inc | 77,370 | $1,898 萬 | 2.50% | −1,037−1.3% | 減碼 |
| Teamwork Financial Advisors, LLC | 77,339 | $1,897 萬 | 2.61% | +10,229+15.2% | 加碼 |
| Wealthspire Advisors, LLC | 77,328 | $1,897 萬 | 0.11% | −1,180−1.5% | 減碼 |
| Quadrant Capital Group LLC | 77,208 | $1,894 萬 | 0.70% | +29,638+62.3% | 加碼 |
| Tufton Capital Management | 76,645 | $1,880 萬 | 3.62% | −3,385−4.2% | 減碼 |
| First Financial Bank - Trust Division | 76,276 | $1,871 萬 | 1.81% | −8,283−9.8% | 減碼 |
| Cabot Wealth Management Inc | 76,186 | $1,869 萬 | 2.38% | −16,511−17.8% | 減碼 |
| Signaturefd, LLC | 76,117 | $1,867 萬 | 0.35% | +168+0.2% | 加碼 |
| Advisors Asset Management, Inc. | 75,979 | $1,864 萬 | 0.35% | −1,559−2.0% | 減碼 |
| Leith Wheeler Investment Counsel Ltd. | 75,877 | $1,861 萬 | 1.29% | +3,356+4.6% | 加碼 |
| FourThought Financial Partners, LLC | 75,787 | $1,859 萬 | 1.95% | −2,196−2.8% | 減碼 |
| Principal Securities, Inc. | 77,523 | $1,858 萬 | 0.42% | +330+0.4% | 加碼 |
| North Star Asset Management Inc | 75,718 | $1,857 萬 | 0.85% | +473+0.6% | 加碼 |
| Diversified Trust Co | 75,631 | $1,855 萬 | 0.46% | +1,000+1.3% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 76,989 | $1,855 萬 | 0.18% | −1,670−2.1% | 減碼 |
| Community Bank, N.A. | 74,825 | $1,835 萬 | 2.46% | −996−1.3% | 減碼 |
| SlateStone Wealth, LLC | 74,717 | $1,833 萬 | 1.84% | +1,685+2.3% | 加碼 |
| Buckingham Strategic Partners | 74,569 | $1,829 萬 | 0.28% | +8,360+12.6% | 加碼 |
| GLOBALT Investments LLC | 74,530 | $1,828 萬 | 0.75% | −212−0.3% | 減碼 |
| CCM Investment Advisers LLC | 74,431 | $1,826 萬 | 2.24% | −10,824−12.7% | 減碼 |
| Ascent Group, LLC | 74,425 | $1,826 萬 | 0.78% | +11,537+18.3% | 加碼 |
| Tompkins Financial Corp | 74,424 | $1,826 萬 | 1.75% | −2,148−2.8% | 減碼 |
| BTC Capital Management, Inc. | 74,342 | $1,824 萬 | 1.67% | +1,068+1.5% | 加碼 |
| Burns J W & Co Inc | 74,248 | $1,821 萬 | 2.36% | −374−0.5% | 減碼 |
| Osher Van de Voorde Investment Management | 73,963 | $1,814 萬 | 4.10% | −15,300−17.1% | 減碼 |
| Holocene Advisors, LP | 73,884 | $1,812 萬 | 0.05% | +22,318+43.3% | 加碼 |
| Sowell Financial Services LLC | 73,663 | $1,807 萬 | 0.82% | +1,332+1.8% | 加碼 |
| JB Capital LLC | 73,577 | $1,805 萬 | 0.99% | +486+0.7% | 加碼 |
| Circle Wealth Management, LLC | 73,445 | $1,802 萬 | 0.42% | −1,130−1.5% | 減碼 |
| Journey Advisory Group, LLC | 73,227 | $1,796 萬 | 1.47% | +2,050+2.9% | 加碼 |
| German American Bancorp, Inc. | 73,152 | $1,794 萬 | 1.93% | −14,904−16.9% | 減碼 |
| Hollencrest Capital Management | 72,767 | $1,785 萬 | 0.78% | +1,241+1.7% | 加碼 |
| Cohen Klingenstein LLC | 72,700 | $1,783 萬 | 0.65% | 00.0% | 不變 |
| Sigma Planning Corp | 72,632 | $1,782 萬 | 0.57% | +1,674+2.4% | 加碼 |
| Red Door Wealth Management, LLC | 72,225 | $1,772 萬 | 2.62% | +2,555+3.7% | 加碼 |
| BDF-Gestion | 72,211 | $1,771 萬 | 1.94% | 00.0% | 不變 |
| Stockman Wealth Management, Inc. | 72,167 | $1,770 萬 | 2.62% | −2,933−3.9% | 減碼 |
| Beach Investment Counsel Inc | 72,055 | $1,768 萬 | 2.60% | −10,336−12.5% | 減碼 |
| Everence Capital Management Inc | 71,665 | $1,758 萬 | 1.20% | 00.0% | 不變 |
| Richard C. Young & CO., LTD. | 71,299 | $1,749 萬 | 1.88% | +49+0.1% | 加碼 |
| Woodstock Corp | 70,798 | $1,737 萬 | 1.72% | +591+0.8% | 加碼 |
| Caisse des Depots Et Consignations | 70,586 | $1,731 萬 | 0.83% | −2,167−3.0% | 減碼 |
| Woodley Farra Manion Portfolio Management Inc | 70,459 | $1,728 萬 | 0.86% | −830−1.2% | 減碼 |
| Allied Investment Advisors, LLC | 70,153 | $1,721 萬 | 3.26% | +643+0.9% | 加碼 |
| Connors Investor Services Inc | 70,159 | $1,720 萬 | 1.71% | −1,564−2.2% | 減碼 |
| Hilltop Holdings Inc. | 69,967 | $1,716 萬 | 1.08% | −15,654−18.3% | 減碼 |
| Meeder Advisory Services, Inc. | 69,921 | $1,715 萬 | 1.03% | +2,855+4.3% | 加碼 |
| United Asset Strategies, Inc. | 69,848 | $1,713 萬 | 1.59% | −11,003−13.6% | 減碼 |
| Hudson Valley Investment Advisors Inc | 69,570 | $1,707 萬 | 2.04% | −2,938−4.1% | 減碼 |
| 1st Source Bank | 69,558 | $1,706 萬 | 1.01% | −1,636−2.3% | 減碼 |
| Heritage Trust Co | 69,334 | $1,701 萬 | 2.06% | −3,547−4.9% | 減碼 |
| Wellington Shields Capital Management, LLC | 69,241 | $1,698 萬 | 3.08% | +2,278+3.4% | 加碼 |
| Caldwell Trust Co | 69,194 | $1,697 萬 | 1.82% | −2,334−3.3% | 減碼 |
| Cape Cod Five Cents Savings Bank | 80,099 | $1,689 萬 | 1.55% | 00.0% | 不變 |
| Cypress Capital Group | 68,721 | $1,686 萬 | 2.21% | −683−1.0% | 減碼 |
| Transcend Wealth Collective, LLC | 68,546 | $1,681 萬 | 1.21% | −1,173−1.7% | 減碼 |
| PFG Investments, LLC | 68,541 | $1,681 萬 | 1.08% | −1,446−2.1% | 減碼 |
| Venturi Wealth Management, LLC | 68,332 | $1,676 萬 | 0.87% | +50,398+281.0% | 加碼 |
| Phoenix Holdings Ltd. | 67,854 | $1,666 萬 | 0.26% | −20,783−23.4% | 減碼 |
| Iowa State Bank | 67,783 | $1,663 萬 | 3.53% | −5,094−7.0% | 減碼 |
| Steel Peak Wealth Management LLC | 67,628 | $1,659 萬 | 0.71% | +13,832+25.7% | 加碼 |
| Copeland Capital Management, LLC | 67,462 | $1,655 萬 | 0.33% | −1,347−2.0% | 減碼 |
| Granite Investment Partners, LLC | 67,370 | $1,653 萬 | 0.84% | +23,175+52.4% | 加碼 |
| DSG Capital Advisors, LLC | 67,218 | $1,649 萬 | 3.33% | +380+0.6% | 加碼 |
| Legacy Private Trust Co. | 67,182 | $1,648 萬 | 1.13% | −5,024−7.0% | 減碼 |
| Barbara Oil Co. | 67,000 | $1,644 萬 | 6.67% | −500−0.7% | 減碼 |
| Sterling Capital Management LLC | 66,983 | $1,643 萬 | 0.25% | −6,274−8.6% | 減碼 |
| Sagespring Wealth Partners, LLC | 66,911 | $1,641 萬 | 0.41% | +4,968+8.0% | 加碼 |
| AMG National Trust Bank | 66,803 | $1,639 萬 | 0.46% | +13,911+26.3% | 加碼 |
| Greenwood Gearhart Inc | 66,672 | $1,635 萬 | 1.13% | −1,426−2.1% | 減碼 |
| JCIC Asset Management Inc. | 66,465 | $1,630 萬 | 6.81% | −481−0.7% | 減碼 |
| Mitchell Capital Management Co | 66,446 | $1,630 萬 | 3.11% | +323+0.5% | 加碼 |
| Haverford Financial Services, Inc. | 66,254 | $1,625 萬 | 5.01% | −825−1.2% | 減碼 |
| Essex Financial Services, Inc. | 66,238 | $1,625 萬 | 1.17% | −1,950−2.9% | 減碼 |
| Intellus Advisors LLC | 66,237 | $1,625 萬 | 2.84% | −764−1.1% | 減碼 |
| Winslow Asset Management Inc | 66,177 | $1,623 萬 | 3.58% | −3,570−5.1% | 減碼 |
| First American Trust, FSB | 66,169 | $1,623 萬 | 1.49% | −4,258−6.0% | 減碼 |
| River Wealth Advisors LLC | 66,074 | $1,621 萬 | 2.25% | +284+0.4% | 加碼 |
| BKD Wealth Advisors, LLC | 65,974 | $1,618 萬 | 0.39% | +3,145+5.0% | 加碼 |
| Strategy Asset Managers LLC | 65,921 | $1,617 萬 | 3.33% | −4,392−6.2% | 減碼 |
| Naples Global Advisors, LLC | 65,884 | $1,616 萬 | 1.54% | −791−1.2% | 減碼 |
| Close Asset Management Ltd | 65,715 | $1,612 萬 | 0.46% | +7,599+13.1% | 加碼 |
| Telos Capital Management, Inc. | 65,287 | $1,601 萬 | 1.74% | +457+0.7% | 加碼 |
| Banque Pictet & Cie SA | 65,219 | $1,600 萬 | 0.17% | −3,579−5.2% | 減碼 |
| United Services Automobile Association | 65,584 | $1,593 萬 | 0.49% | −200,503−75.4% | 減碼 |
| Princeton Global Asset Management LLC | 64,793 | $1,589 萬 | 3.16% | +382+0.6% | 加碼 |
| Integrated Advisors Network LLC | 64,788 | $1,589 萬 | 0.80% | −13,743−17.5% | 減碼 |
| Bank of Nova Scotia Trust Co | 64,771 | $1,589 萬 | 1.70% | −2,062−3.1% | 減碼 |
| Pettyjohn, Wood & White, Inc | 64,397 | $1,580 萬 | 3.03% | −4,123−6.0% | 減碼 |
| Griffin Asset Management, Inc. | 64,113 | $1,573 萬 | 1.93% | −525−0.8% | 減碼 |
| Wells Trecaso Financial Group, LLC | 64,100 | $1,572 萬 | 5.24% | +127+0.2% | 加碼 |
| Eagle Rock Investment Company, LLC | 63,907 | $1,568 萬 | 2.69% | −4,109−6.0% | 減碼 |
| One Capital Management, LLC | 63,802 | $1,565 萬 | 0.53% | +127+0.2% | 加碼 |
| IHT Wealth Management, LLC | 63,769 | $1,565 萬 | 0.49% | +6,766+11.9% | 加碼 |
| Shell Asset Management Co | 63,763 | $1,564 萬 | 0.74% | −2,401−3.6% | 減碼 |
| Westpac Banking Corp | 63,748 | $1,564 萬 | 1.15% | −3,544−5.3% | 減碼 |