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 |
|---|---|---|---|---|---|
| Farmers National Bank | 63,693 | $1,562 萬 | 4.41% | −1,556−2.4% | 減碼 |
| VestGen Advisors, LLC | 63,659 | $1,562 萬 | 0.71% | +63,659 | 新進 |
| Moneta Group Investment Advisors LLC | 63,578 | $1,560 萬 | 0.22% | +1,228+2.0% | 加碼 |
| Means Investment Co., Inc. | 63,306 | $1,553 萬 | 1.65% | −17,914−22.1% | 減碼 |
| Ethic Inc. | 63,515 | $1,548 萬 | 0.31% | +8,166+14.8% | 加碼 |
| Camden National Bank | 62,731 | $1,539 萬 | 2.29% | −2,727−4.2% | 減碼 |
| Atomi Financial Group, Inc. | 62,665 | $1,537 萬 | 0.70% | +874+1.4% | 加碼 |
| Fagan Associates, Inc. | 62,654 | $1,537 萬 | 2.56% | −1,529−2.4% | 減碼 |
| Roundview Capital LLC | 62,476 | $1,533 萬 | 1.11% | +66+0.1% | 加碼 |
| Sara-Bay Financial | 63,079 | $1,532 萬 | 6.76% | +315+0.5% | 加碼 |
| Spinnaker Trust | 62,438 | $1,532 萬 | 1.00% | −6,165−9.0% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 62,344 | $1,529 萬 | 1.25% | −296−0.5% | 減碼 |
| Simmons Bank | 62,205 | $1,526 萬 | 1.15% | −1,038−1.6% | 減碼 |
| Torray LLC | 62,097 | $1,523 萬 | 2.27% | −16,996−21.5% | 減碼 |
| Covea Finance | 61,700 | $1,514 萬 | 0.69% | +61,700 | 新進 |
| NatWest Group plc | 61,643 | $1,512 萬 | 4.46% | −14,681−19.2% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 61,529 | $1,509 萬 | 0.39% | +34,686+129.2% | 加碼 |
| Burling Wealth Partners, LLC | 61,450 | $1,507 萬 | 3.17% | +888+1.5% | 加碼 |
| Carmel Capital Management L.L.C. | 61,372 | $1,505 萬 | 6.11% | −75−0.1% | 減碼 |
| WealthBridge Investment Counsel Inc. | 61,131 | $1,500 萬 | 5.46% | −455−0.7% | 減碼 |
| SFE Investment Counsel | 61,077 | $1,498 萬 | 2.99% | −4,356−6.7% | 減碼 |
| Buckley Wealth Management, LLC | 61,021 | $1,497 萬 | 4.66% | −2,166−3.4% | 減碼 |
| NJ State Employees Deferred Compensation Plan | 61,000 | $1,496 萬 | 1.92% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 60,947 | $1,495 萬 | 0.50% | +2,954+5.1% | 加碼 |
| Mirabella Financial Services LLP | 60,799 | $1,494 萬 | 0.61% | +33,907+126.1% | 加碼 |
| Cardinal Point Capital Management, ULC | 60,888 | $1,494 萬 | 1.37% | +60,888 | 新進 |
| Brevan Howard Capital Management LP | 60,800 | $1,491 萬 | 0.42% | +60,800 | 新進 |
| Vantage Investment Partners, LLC | 60,715 | $1,489 萬 | 1.25% | 00.0% | 不變 |
| Zuckerman Investment Group, LLC | 60,566 | $1,486 萬 | 1.59% | −735−1.2% | 減碼 |
| Cornerstone Wealth Group, LLC | 60,359 | $1,481 萬 | 1.23% | −1,833−2.9% | 減碼 |
| David Loasby | 65,070 | $1,478 萬 | 1.47% | −237−0.4% | 減碼 |
| Equitable Trust Co | 60,205 | $1,477 萬 | 0.82% | +312+0.5% | 加碼 |
| Greystone Financial Group, LLC | 60,166 | $1,476 萬 | 2.68% | +859+1.4% | 加碼 |
| Schnieders Capital Management LLC | 60,165 | $1,476 萬 | 3.15% | −2,183−3.5% | 減碼 |
| Ar Asset Management Inc | 60,046 | $1,473 萬 | 3.34% | 00.0% | 不變 |
| Meritage Portfolio Management | 60,006 | $1,472 萬 | 0.98% | +6,007+11.1% | 加碼 |
| Cadinha & Co LLC | 59,682 | $1,464 萬 | 3.15% | −64,491−51.9% | 減碼 |
| Country Club Bank | 60,171 | $1,461 萬 | 0.98% | −6,864−10.2% | 減碼 |
| Willis Investment Counsel | 59,520 | $1,460 萬 | 0.98% | −821−1.4% | 減碼 |
| SCS Capital Management LLC | 59,437 | $1,458 萬 | 0.19% | +59,437 | 新進 |
| Twin Capital Management Inc | 59,423 | $1,458 萬 | 1.70% | −101−0.2% | 減碼 |
| First National Advisers, LLC | 59,414 | $1,457 萬 | 2.33% | −3,737−5.9% | 減碼 |
| Artemis Investment Management LLP | 59,405 | $1,457 萬 | 0.22% | −9,386−13.6% | 減碼 |
| Consolidated Planning Corp | 59,400 | $1,457 萬 | 2.01% | +792+1.4% | 加碼 |
| Cypress Asset Management Inc | 59,238 | $1,453 萬 | 3.89% | −291−0.5% | 減碼 |
| Traynor Capital Management, Inc. | 59,080 | $1,449 萬 | 1.23% | +332+0.6% | 加碼 |
| GAM Holding AG | 59,044 | $1,448 萬 | 1.12% | −31,667−34.9% | 減碼 |
| Tairen Capital Ltd | 58,995 | $1,447 萬 | 0.96% | +58,995 | 新進 |
| Invictus Private Wealth, LLC | 58,959 | $1,446 萬 | 1.15% | −1,013−1.7% | 減碼 |
| Nations Financial Group Inc, | 58,720 | $1,440 萬 | 1.10% | −4,941−7.8% | 減碼 |
| New Age Alpha Advisors, LLC | 58,671 | $1,439 萬 | 0.65% | −45,789−43.8% | 減碼 |
| Chicago Capital, LLC | 58,586 | $1,437 萬 | 0.41% | +2,862+5.1% | 加碼 |
| AlphaCore Capital LLC | 58,517 | $1,435 萬 | 1.22% | +7,813+15.4% | 加碼 |
| Walter Public Investments Inc. | 58,324 | $1,431 萬 | 2.67% | +58,324 | 新進 |
| Hills Bank & Trust Co | 58,195 | $1,428 萬 | 1.00% | −507−0.9% | 減碼 |
| Laurel Wealth Advisors LLC | 58,054 | $1,424 萬 | 2.23% | −1,555−2.6% | 減碼 |
| Stolper Co | 57,813 | $1,418 萬 | 4.65% | −1,027−1.7% | 減碼 |
| Plato Investment Management Ltd | 57,163 | $1,417 萬 | 1.19% | −1,444−2.5% | 減碼 |
| Foster & Motley Inc | 57,738 | $1,416 萬 | 0.89% | −3,788−6.2% | 減碼 |
| EFG Asset Management (Americas) Corp. | 57,689 | $1,415 萬 | 2.87% | −1,071−1.8% | 減碼 |
| Addenda Capital Inc. | 57,688 | $1,415 萬 | 0.52% | +194+0.3% | 加碼 |
| Fidelis Capital Partners, LLC | 58,040 | $1,414 萬 | 1.50% | +3,356+6.1% | 加碼 |
| Mirador Capital Partners LP | 57,543 | $1,412 萬 | 2.47% | +2,766+5.0% | 加碼 |
| Dividend Assets Capital, LLC | 57,439 | $1,409 萬 | 2.67% | −352−0.6% | 減碼 |
| Punch & Associates Investment Management, Inc. | 57,239 | $1,404 萬 | 0.92% | −131−0.2% | 減碼 |
| Rocky Mountain Advisers, LLC | 57,220 | $1,404 萬 | 4.33% | 00.0% | 不變 |
| Meridian Wealth Advisors, LLC | 57,189 | $1,403 萬 | 2.38% | −134−0.2% | 減碼 |
| Independent Investors Inc | 56,934 | $1,397 萬 | 2.96% | 00.0% | 不變 |
| Spectrum Wealth Counsel, LLC | 56,869 | $1,395 萬 | 1.67% | −58−0.1% | 減碼 |
| Valicenti Advisory Services Inc | 56,865 | $1,395 萬 | 3.59% | −6,515−10.3% | 減碼 |
| Venator Management LLC | 56,570 | $1,388 萬 | 4.14% | −675−1.2% | 減碼 |
| Richard Bernstein Advisors LLC | 56,524 | $1,387 萬 | 0.34% | +29,529+109.4% | 加碼 |
| Mengis Capital Management, Inc. | 56,291 | $1,381 萬 | 2.88% | −704−1.2% | 減碼 |
| Next Level Private LLC | 56,284 | $1,381 萬 | 5.14% | +90+0.2% | 加碼 |
| Laffer Tengler Investments | 56,204 | $1,379 萬 | 2.94% | −4,500−7.4% | 減碼 |
| Bank of Hawaii | 56,202 | $1,379 萬 | 0.79% | −2,171−3.7% | 減碼 |
| Lynch & Associates | 56,132 | $1,377 萬 | 2.98% | −1,142−2.0% | 減碼 |
| Perennial Advisors, LLC | 56,122 | $1,377 萬 | 2.75% | −1,047−1.8% | 減碼 |
| Nwi Management LP | 56,000 | $1,374 萬 | 1.83% | 00.0% | 不變 |
| Visionary Wealth Advisors | 55,967 | $1,373 萬 | 0.82% | −2,567−4.4% | 減碼 |
| Frank, Rimerman Advisors LLC | 55,859 | $1,370 萬 | 1.09% | −484−0.9% | 減碼 |
| Johnson Financial Group, Inc. | 55,768 | $1,368 萬 | 0.67% | −2,983−5.1% | 減碼 |
| Harbor Capital Advisors, Inc. | 55,722 | $1,367 萬 | 0.62% | −4,568−7.6% | 減碼 |
| Community Bank of Raymore | 55,720 | $1,367 萬 | 11.05% | −400−0.7% | 減碼 |
| Twinbeech Capital LP | 55,603 | $1,364 萬 | 0.25% | −21,711−28.1% | 減碼 |
| one8zero8, LLC | 55,559 | $1,363 萬 | 3.22% | −2,180−3.8% | 減碼 |
| Harbor Investment Advisory, LLC | 69,341 | $1,363 萬 | 1.33% | +53+0.1% | 加碼 |
| Radnor Capital Management, LLC | 55,534 | $1,362 萬 | 2.28% | −2,573−4.4% | 減碼 |
| Cardinal Capital Management | 55,406 | $1,359 萬 | 2.10% | −1,144−2.0% | 減碼 |
| MUFG Securities Americas Inc. | 55,207 | $1,354 萬 | 1.57% | +8,565+18.4% | 加碼 |
| Mirae Asset Securities (USA) Inc. | 55,140 | $1,353 萬 | 0.58% | +4,994+10.0% | 加碼 |
| Matthew 25 Management Corp | 55,000 | $1,349 萬 | 4.97% | −10,750−16.3% | 減碼 |
| Capital Analysts, LLC | 54,996 | $1,349 萬 | 0.50% | −354−0.6% | 減碼 |
| Capstone Financial Advisors, Inc. | 54,976 | $1,349 萬 | 0.85% | +190.0% | 加碼 |
| EagleClaw Capital Managment, LLC | 54,943 | $1,348 萬 | 2.12% | −1,008−1.8% | 減碼 |
| Core Alternative Capital | 54,890 | $1,346 萬 | 3.24% | −20,676−27.4% | 減碼 |
| Magnus Financial Group LLC | 54,811 | $1,345 萬 | 1.30% | +717+1.3% | 加碼 |
| Buffington Mohr McNeal | 54,788 | $1,344 萬 | 2.65% | −12,380−18.4% | 減碼 |
| Keystone Financial Group | 52,943 | $1,344 萬 | 1.37% | +171+0.3% | 加碼 |
| Pittenger & Anderson Inc | 54,590 | $1,339 萬 | 0.49% | +741+1.4% | 加碼 |