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 |
|---|---|---|---|---|---|
| Alpine Woods Capital Investors, LLC | 54,451 | $1,336 萬 | 3.35% | −19,546−26.4% | 減碼 |
| BancorpSouth Bank | 54,410 | $1,335 萬 | 0.95% | −1,450−2.6% | 減碼 |
| Jamison Private Wealth Management, Inc. | 54,188 | $1,329 萬 | 2.03% | −193−0.4% | 減碼 |
| Beverly Hills Private Wealth, LLC | 54,080 | $1,327 萬 | 2.63% | −235−0.4% | 減碼 |
| Vestcor Inc | 53,992 | $1,324 萬 | 0.45% | +981+1.9% | 加碼 |
| Douglass Winthrop Advisors, LLC | 53,749 | $1,318 萬 | 0.25% | +69+0.1% | 加碼 |
| NorthRock Partners, LLC | 61,338 | $1,317 萬 | 0.44% | +677+1.1% | 加碼 |
| Fulton Breakefield Broenniman LLC | 53,636 | $1,316 萬 | 0.95% | +36,387+211.0% | 加碼 |
| Harrell Investment Partners, LLC | 53,571 | $1,314 萬 | 3.90% | +398+0.7% | 加碼 |
| Clough Capital Partners L P | 53,400 | $1,310 萬 | 1.65% | 00.0% | 不變 |
| LVM Capital Management Ltd | 53,353 | $1,309 萬 | 1.46% | +40,769+324.0% | 加碼 |
| Hoertkorn Richard Charles | 53,297 | $1,307 萬 | 6.05% | −1,560−2.8% | 減碼 |
| Exane Asset Management | 49,243 | $1,305 萬 | 7.59% | +49,243 | 新進 |
| Waratah Capital Advisors Ltd. | 53,142 | $1,304 萬 | 0.89% | +51,218+2,662.1% | 加碼 |
| Hartford Financial Management Inc. | 53,030 | $1,301 萬 | 2.69% | −754−1.4% | 減碼 |
| Fundamentun, LLC | 52,872 | $1,297 萬 | 0.69% | +7,024+15.3% | 加碼 |
| Ascent Wealth Partners, LLC | 52,787 | $1,295 萬 | 1.74% | +2,683+5.4% | 加碼 |
| Exchange Traded Concepts, LLC | 52,687 | $1,292 萬 | 0.23% | +51,478+4,257.9% | 加碼 |
| American National Bank | 52,677 | $1,292 萬 | 1.43% | +3,091+6.2% | 加碼 |
| Trajan Wealth LLC | 52,528 | $1,289 萬 | 0.70% | +3,209+6.5% | 加碼 |
| Wealthcare Advisory Partners LLC | 52,405 | $1,285 萬 | 0.34% | −115−0.2% | 減碼 |
| Annex Advisory Services, LLC | 52,395 | $1,285 萬 | 0.36% | −2,746−5.0% | 減碼 |
| Royal Fund Management, LLC | 51,923 | $1,284 萬 | 1.53% | −2,487−4.6% | 減碼 |
| Barometer Capital Management Inc. | 52,613 | $1,283 萬 | 4.78% | +1,708+3.4% | 加碼 |
| Colonial Trust Co | 52,232 | $1,281 萬 | 1.99% | −1,273−2.4% | 減碼 |
| Baker Ellis Asset Management LLC | 52,112 | $1,278 萬 | 1.84% | +242+0.5% | 加碼 |
| KG&L Capital Management,LLC | 52,576 | $1,278 萬 | 4.14% | +624+1.2% | 加碼 |
| Farther Finance Advisors, LLC | 52,427 | $1,277 萬 | 0.33% | +11,429+27.9% | 加碼 |
| Family Capital Trust Co | 52,003 | $1,276 萬 | 4.57% | −244−0.5% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 51,876 | $1,273 萬 | 0.82% | −3,523−6.4% | 減碼 |
| Live Oak Private Wealth LLC | 51,800 | $1,271 萬 | 2.06% | −243−0.5% | 減碼 |
| Goelzer Investment Management, Inc. | 51,645 | $1,267 萬 | 0.73% | −540−1.0% | 減碼 |
| Joel Isaacson & Co., LLC | 51,603 | $1,266 萬 | 0.57% | +2,099+4.2% | 加碼 |
| Avantax Planning Partners, Inc. | 51,598 | $1,266 萬 | 0.45% | −1,676−3.1% | 減碼 |
| Whalerock Point Partners, LLC | 51,590 | $1,266 萬 | 3.00% | +1,050+2.1% | 加碼 |
| Shorepoint Capital Partners LLC | 51,308 | $1,259 萬 | 2.85% | −3,630−6.6% | 減碼 |
| Boyar Asset Management Inc. | 50,968 | $1,250 萬 | 9.07% | −3,665−6.7% | 減碼 |
| Apriem Advisors | 50,937 | $1,249 萬 | 1.46% | −199−0.4% | 減碼 |
| Brighton Jones LLC | 50,920 | $1,249 萬 | 0.40% | +2,188+4.5% | 加碼 |
| Peterson Wealth Services | 50,793 | $1,246 萬 | 3.86% | +1,153+2.3% | 加碼 |
| Atlanta Consulting Group Advisors, LLC | 50,701 | $1,244 萬 | 3.63% | −676−1.3% | 減碼 |
| Inlet Private Wealth, LLC | 50,624 | $1,242 萬 | 3.23% | −1,725−3.3% | 減碼 |
| Sigma Investment Counselors Inc | 50,594 | $1,241 萬 | 0.76% | −2,844−5.3% | 減碼 |
| Miramar Capital, LLC | 50,460 | $1,238 萬 | 2.94% | −1,618−3.1% | 減碼 |
| Centaurus Financial, Inc. | 50,450 | $1,238 萬 | 0.75% | +431+0.9% | 加碼 |
| Rench Wealth Management, Inc. | 50,378 | $1,236 萬 | 4.27% | −390−0.8% | 減碼 |
| Voleon Capital Management LP | 50,109 | $1,229 萬 | 0.96% | −24,978−33.3% | 減碼 |
| Community Bank & Trust, Waco, Texas | 50,086 | $1,229 萬 | 2.89% | −434−0.9% | 減碼 |
| Turtle Creek Wealth Advisors, LLC | 49,863 | $1,223 萬 | 1.83% | +8,843+21.6% | 加碼 |
| BTG Pactual Asset Management US LLC | 49,791 | $1,221 萬 | 1.59% | +31,921+178.6% | 加碼 |
| Marietta Wealth Management, LLC | 49,506 | $1,214 萬 | 1.78% | −265−0.5% | 減碼 |
| StoneX Group Inc. | 49,377 | $1,211 萬 | 0.66% | +2,589+5.5% | 加碼 |
| Baldwin Investment Management, LLC | 49,336 | $1,210 萬 | 1.45% | +2,154+4.6% | 加碼 |
| Fulton Bank, N.A. | 49,232 | $1,208 萬 | 0.49% | −4,082−7.7% | 減碼 |
| Adalta Capital Management LLC | 49,158 | $1,206 萬 | 6.42% | +109+0.2% | 加碼 |
| Commonwealth Retirement Investments LLC | 49,124 | $1,205 萬 | 4.90% | +38+0.1% | 加碼 |
| Flagship Harbor Advisors, LLC | 48,980 | $1,201 萬 | 0.63% | +311+0.6% | 加碼 |
| Sage Mountain Advisors LLC | 48,980 | $1,201 萬 | 0.89% | +369+0.8% | 加碼 |
| Confluence Wealth Services, Inc. | 49,779 | $1,199 萬 | 0.76% | +5,738+13.0% | 加碼 |
| Cutler Investment Counsel LLC | 48,796 | $1,197 萬 | 1.44% | −688−1.4% | 減碼 |
| Brave Asset Management Inc | 48,663 | $1,194 萬 | 3.75% | +80.0% | 加碼 |
| Fulcrum Capital LLC | 48,561 | $1,191 萬 | 2.64% | −2,109−4.2% | 減碼 |
| Stokes Family Office, LLC | 48,521 | $1,190 萬 | 1.34% | −886−1.8% | 減碼 |
| Generali Investments CEE, investicni spolecnost, a.s. | 48,511 | $1,190 萬 | 1.11% | +3,411+7.6% | 加碼 |
| YHB Investment Advisors, Inc. | 48,314 | $1,185 萬 | 0.99% | +459+1.0% | 加碼 |
| Wellington Shields & Co., LLC | 48,224 | $1,183 萬 | 3.70% | 00.0% | 不變 |
| Shepherd Financial Partners LLC | 48,114 | $1,180 萬 | 1.38% | +966+2.0% | 加碼 |
| Intact Investment Management Inc. | 48,000 | $1,177 萬 | 0.40% | −400−0.8% | 減碼 |
| Pioneer Trust Bank N A | 47,826 | $1,173 萬 | 3.09% | −1,079−2.2% | 減碼 |
| HWG Holdings LP | 47,740 | $1,171 萬 | 5.22% | +19,373+68.3% | 加碼 |
| PDS Planning, Inc | 47,659 | $1,169 萬 | 0.99% | +1,095+2.4% | 加碼 |
| Mitchell Sinkler & Starr | 47,609 | $1,168 萬 | 3.27% | −2,163−4.3% | 減碼 |
| Embree Financial Group | 47,525 | $1,166 萬 | 1.95% | +1,430+3.1% | 加碼 |
| Thompson Investment Management, Inc. | 47,393 | $1,163 萬 | 1.74% | −2,360−4.7% | 減碼 |
| Ronald Blue Trust, Inc. | 47,291 | $1,160 萬 | 0.15% | +2,643+5.9% | 加碼 |
| Van Hulzen Asset Management, LLC | 47,059 | $1,154 萬 | 1.05% | −693−1.5% | 減碼 |
| SevenBridge Financial Group, LLC | 44,362 | $1,154 萬 | 2.27% | −3,000−6.3% | 減碼 |
| Coastal Bridge Advisors, LLC | 46,984 | $1,153 萬 | 1.65% | +36,888+365.4% | 加碼 |
| Boston Family Office LLC | 46,937 | $1,151 萬 | 0.82% | −479−1.0% | 減碼 |
| Financial Partners Group, LLC | 46,925 | $1,151 萬 | 5.00% | −1,125−2.3% | 減碼 |
| Apexium Financial, LP | 46,792 | $1,148 萬 | 0.68% | +22,438+92.1% | 加碼 |
| Kinsale Capital Group, Inc. | 46,761 | $1,147 萬 | 2.82% | +3,029+6.9% | 加碼 |
| McGinn Investment Management, Inc. | 46,712 | $1,146 萬 | 7.50% | −612−1.3% | 減碼 |
| Jacobs Levy Equity Management, Inc | 46,682 | $1,145 萬 | 0.05% | +4,726+11.3% | 加碼 |
| Community Financial Services Group, LLC | 46,584 | $1,143 萬 | 2.48% | −759−1.6% | 減碼 |
| Smithbridge Asset Management Inc | 46,549 | $1,142 萬 | 2.12% | +46,549 | 新進 |
| Chemung Canal Trust Co | 46,530 | $1,141 萬 | 2.51% | −4,036−8.0% | 減碼 |
| Cincinnati Casualty Co | 46,500 | $1,141 萬 | 6.54% | 00.0% | 不變 |
| Cincinnati Specialty Underwriters Insurance CO | 46,500 | $1,141 萬 | 3.43% | 00.0% | 不變 |
| Trueblood Wealth Management, LLC | 46,431 | $1,139 萬 | 5.28% | −3,148−6.3% | 減碼 |
| Prosperity Consulting Group, LLC | 46,175 | $1,133 萬 | 0.88% | +486+1.1% | 加碼 |
| Stokes Capital Advisors, LLC | 46,089 | $1,131 萬 | 2.87% | +398+0.9% | 加碼 |
| Schulhoff & Co Inc | 45,975 | $1,128 萬 | 4.99% | −181−0.4% | 減碼 |
| Mystic Asset Management, Inc. | 45,954 | $1,127 萬 | 2.97% | +2,309+5.3% | 加碼 |
| Ballast Advisors LLC | 45,873 | $1,125 萬 | 3.59% | −2,892−5.9% | 減碼 |
| Plimoth Trust Co LLC | 45,798 | $1,123 萬 | 2.93% | −1,430−3.0% | 減碼 |
| IFP Advisors, Inc | 45,720 | $1,122 萬 | 0.35% | +1,577+3.6% | 加碼 |
| Bard Financial Services, Inc. | 45,685 | $1,121 萬 | 1.37% | −2,045−4.3% | 減碼 |
| Pettee Investors, Inc. | 45,596 | $1,118 萬 | 6.66% | −15,941−25.9% | 減碼 |
| Westover Capital Advisors, LLC | 45,544 | $1,117 萬 | 2.48% | −680−1.5% | 減碼 |