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 |
|---|---|---|---|---|---|
| Bearing Point Capital, LLC | 45,468 | $1,115 萬 | 2.37% | +4,106+9.9% | 加碼 |
| Parr McKnight Wealth Management Group, LLC | 45,333 | $1,112 萬 | 1.60% | −1,219−2.6% | 減碼 |
| Independent Financial Group, LLC | 45,246 | $1,110 萬 | 0.38% | −830−1.8% | 減碼 |
| Patton Albertson Miller Group, LLC | 45,213 | $1,109 萬 | 1.65% | −6,418−12.4% | 減碼 |
| XML Financial, LLC | 45,104 | $1,106 萬 | 1.03% | −432−0.9% | 減碼 |
| Brown Miller Wealth Management, LLC | 45,075 | $1,106 萬 | 3.83% | +304+0.7% | 加碼 |
| New England Asset Management Inc | 44,985 | $1,103 萬 | 1.79% | −2,725−5.7% | 減碼 |
| Duncker Streett & Co Inc | 44,984 | $1,103 萬 | 2.19% | +466+1.0% | 加碼 |
| Ipswich Investment Management Co., Inc. | 44,869 | $1,101 萬 | 2.73% | −286−0.6% | 減碼 |
| Townsend Asset Management Corp | 44,634 | $1,095 萬 | 4.22% | +1,050+2.4% | 加碼 |
| Altrafin AG | 44,600 | $1,094 萬 | 4.25% | −28,595−39.1% | 減碼 |
| First Western Trust Bank | 44,587 | $1,094 萬 | 0.52% | −1,451−3.2% | 減碼 |
| Walter & Keenan Financial Consulting Co | 44,557 | $1,093 萬 | 3.29% | +98+0.2% | 加碼 |
| Giverny Capital Inc.大師吉維尼資本 | 44,483 | $1,091 萬 | 0.40% | +621+1.4% | 加碼 |
| Pitcairn Co | 44,481 | $1,091 萬 | 0.66% | +2,330+5.5% | 加碼 |
| Wetzel Investment Advisors, Inc. | 44,477 | $1,091 萬 | 5.50% | −363−0.8% | 減碼 |
| Elk River Wealth Management, LLC | 44,319 | $1,087 萬 | 2.04% | −183−0.4% | 減碼 |
| 1248 Management, LLC | 44,147 | $1,083 萬 | 4.63% | +295+0.7% | 加碼 |
| Bangor Savings Bank | 44,134 | $1,083 萬 | 1.02% | −1,469−3.2% | 減碼 |
| SageView Advisory Group, LLC | 44,074 | $1,081 萬 | 0.46% | −971−2.2% | 減碼 |
| Jaffetilchin Investment Partners, LLC | 44,058 | $1,081 萬 | 0.78% | +1,132+2.6% | 加碼 |
| Canal Capital Management, LLC | 43,992 | $1,079 萬 | 1.81% | −725−1.6% | 減碼 |
| Harbour Capital Advisors, LLC | 47,182 | $1,079 萬 | 2.67% | −353−0.7% | 減碼 |
| Profund Advisors LLC | 43,955 | $1,078 萬 | 0.47% | −3,622−7.6% | 減碼 |
| Coerente Capital Management | 43,946 | $1,078 萬 | 2.10% | −80−0.2% | 減碼 |
| First National Bank of Mount Dora, Trust Investment Services | 43,772 | $1,074 萬 | 2.62% | +18,390+72.5% | 加碼 |
| Global Wealth Management Investment Advisory, Inc. | 43,704 | $1,072 萬 | 2.14% | −717−1.6% | 減碼 |
| City Holding Co | 43,474 | $1,066 萬 | 1.50% | +927+2.2% | 加碼 |
| Claro Advisors LLC | 43,356 | $1,064 萬 | 1.42% | +643+1.5% | 加碼 |
| Xcel Wealth Management, LLC | 43,316 | $1,063 萬 | 3.31% | −8,867−17.0% | 減碼 |
| Intrust Bank NA | 43,251 | $1,061 萬 | 1.05% | +119+0.3% | 加碼 |
| Mirabaud Asset Management Ltd | 43,675 | $1,061 萬 | 5.55% | −785−1.8% | 減碼 |
| Providence Capital Advisors, LLC | 43,235 | $1,061 萬 | 2.20% | +419+1.0% | 加碼 |
| Moore Capital Management, LP | 43,171 | $1,059 萬 | 0.35% | +43,171 | 新進 |
| Kavar Capital Partners Group, LLC | 43,132 | $1,058 萬 | 1.76% | +915+2.2% | 加碼 |
| Jacobi Capital Management LLC | 43,031 | $1,056 萬 | 0.78% | +1,024+2.4% | 加碼 |
| Alyeska Investment Group, L.P. | 42,994 | $1,055 萬 | 0.04% | +42,994 | 新進 |
| Kinneret Advisory, LLC | 42,897 | $1,052 萬 | 1.06% | −144−0.3% | 減碼 |
| Contravisory Investment Management, Inc. | 42,847 | $1,051 萬 | 2.21% | +4,814+12.7% | 加碼 |
| Parthenon LLC | 42,813 | $1,050 萬 | 1.29% | −3,000−6.5% | 減碼 |
| Boyer & Corporon Wealth Management, LLC | 42,767 | $1,049 萬 | 3.65% | −737−1.7% | 減碼 |
| Texas Capital Bank Wealth Management Services Inc | 42,726 | $1,048 萬 | 1.06% | −8,562−16.7% | 減碼 |
| Bridgewater Advisors Inc. | 42,813 | $1,047 萬 | 0.91% | +407+1.0% | 加碼 |
| Maltese Capital Management LLC | 42,500 | $1,043 萬 | 1.70% | +10,050+31.0% | 加碼 |
| Farmers & Merchants Trust Co of Long Beach | 42,495 | $1,042 萬 | 2.64% | −1,094−2.5% | 減碼 |
| Bridge Creek Capital Management LLC | 42,377 | $1,040 萬 | 3.28% | −2,880−6.4% | 減碼 |
| Asset Planning Services Inc | 42,142 | $1,034 萬 | 5.26% | −310−0.7% | 減碼 |
| Old Second National Bank of Aurora | 42,108 | $1,033 萬 | 2.43% | −208−0.5% | 減碼 |
| Compass Wealth Management LLC | 42,096 | $1,033 萬 | 2.63% | −2,854−6.3% | 減碼 |
| Viking Fund Management LLC | 42,000 | $1,030 萬 | 1.49% | 00.0% | 不變 |
| Rollins Financial Advisors, LLC | 41,991 | $1,030 萬 | 1.79% | +11,325+36.9% | 加碼 |
| Soltis Investment Advisors LLC | 41,976 | $1,030 萬 | 0.92% | +8,706+26.2% | 加碼 |
| Nelson Capital Management, LLC | 41,838 | $1,026 萬 | 1.77% | −147−0.4% | 減碼 |
| Advocate Group LLC | 41,834 | $1,026 萬 | 1.87% | −2,257−5.1% | 減碼 |
| Meitav Dash Investments Ltd | 41,880 | $1,026 萬 | 0.19% | −157,156−79.0% | 減碼 |
| PFG Advisors | 41,630 | $1,021 萬 | 0.57% | +8,115+24.2% | 加碼 |
| NBC Securities, Inc. | 41,596 | $1,020 萬 | 0.87% | +41,555+101,353.7% | 加碼 |
| Beacon Financial Group | 41,569 | $1,020 萬 | 1.11% | −866−2.0% | 減碼 |
| InvesTrust | 41,514 | $1,018 萬 | 2.79% | −2,646−6.0% | 減碼 |
| Banco BTG Pactual S.A. | 41,490 | $1,018 萬 | 2.54% | +26,843+183.3% | 加碼 |
| Tradewinds, LLC. | 41,489 | $1,018 萬 | 2.87% | −622−1.5% | 減碼 |
| Brown Shipley& Co Ltd | 41,429 | $1,016 萬 | 5.75% | −5,944−12.5% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 41,279 | $1,013 萬 | 0.38% | +2,106+5.4% | 加碼 |
| GW Henssler & Associates Ltd | 41,206 | $1,011 萬 | 0.58% | +41,206 | 新進 |
| Chronos Wealth Management, LLC | 41,062 | $1,007 萬 | 5.40% | −400−1.0% | 減碼 |
| Earnest Partners LLC | 41,053 | $1,007 萬 | 0.05% | −240−0.6% | 減碼 |
| Oxford Financial Group Ltd | 41,009 | $1,006 萬 | 0.71% | −2,516−5.8% | 減碼 |
| RBF Capital, LLC | 41,000 | $1,006 萬 | 0.63% | 00.0% | 不變 |
| First Nebraska Trust Co | 40,991 | $1,006 萬 | 0.99% | −300−0.7% | 減碼 |
| Wedmont Private Capital | 42,499 | $1,004 萬 | 0.51% | +1,783+4.4% | 加碼 |
| Private Trust Co NA | 40,916 | $1,004 萬 | 1.03% | +1,501+3.8% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 40,914 | $1,004 萬 | 0.94% | −159−0.4% | 減碼 |
| Greenwood Capital Associates LLC | 40,895 | $1,003 萬 | 1.35% | −2,270−5.3% | 減碼 |
| Parcion Private Wealth LLC | 40,884 | $1,003 萬 | 0.82% | −41−0.1% | 減碼 |
| B & T Capital Management DBA Alpha Capital Management | 40,815 | $1,001 萬 | 1.90% | −2,165−5.0% | 減碼 |
| Graves-Light Private Wealth Management, Inc. | 40,782 | $1,000 萬 | 1.23% | −152−0.4% | 減碼 |
| Redmond Asset Management, LLC | 40,737 | $999.3 萬 | 2.58% | −388−0.9% | 減碼 |
| Gluskin Sheff & Assoc Inc | 40,607 | $996.1 萬 | 1.28% | −1,978−4.6% | 減碼 |
| Allen Capital Group, LLC | 40,552 | $994.8 萬 | 1.14% | +4,086+11.2% | 加碼 |
| Buck Wealth Strategies, LLC | 40,542 | $994.5 萬 | 1.81% | −744−1.8% | 減碼 |
| Capital Group Investment Management Pte. Ltd. | 40,480 | $993.0 萬 | 2.03% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 40,435 | $991.9 萬 | 0.52% | +371+0.9% | 加碼 |
| Socorro Asset Management LP | 40,259 | $987.6 萬 | 3.41% | +2,744+7.3% | 加碼 |
| Valmark Advisers, Inc. | 40,190 | $985.9 萬 | 0.15% | −371−0.9% | 減碼 |
| Partners Capital Investment Group, LLP | 40,093 | $983.5 萬 | 0.17% | +19,060+90.6% | 加碼 |
| Anchor Investment Management, LLC | 39,963 | $980.3 萬 | 0.91% | −334−0.8% | 減碼 |
| Quest Investment Management LLC | 39,895 | $978.6 萬 | 1.21% | −16,612−29.4% | 減碼 |
| American Money Management, LLC | 39,892 | $978.5 萬 | 1.86% | −780−1.9% | 減碼 |
| Fusion Capital, LLC | 39,845 | $977.4 萬 | 3.72% | −443−1.1% | 減碼 |
| Bradley & Co. Private Wealth Management, LLC | 39,842 | $977.3 萬 | 6.67% | −3,841−8.8% | 減碼 |
| Empire Financial Management Company, LLC | 39,839 | $977.3 萬 | 3.02% | +826+2.1% | 加碼 |
| E Fund Management Co., Ltd. | 39,834 | $977.1 萬 | 0.47% | +6,093+18.1% | 加碼 |
| Graypoint LLC | 39,810 | $976.5 萬 | 0.61% | +40.0% | 加碼 |
| Lindbrook Capital, LLC | 39,791 | $976.1 萬 | 0.90% | −472−1.2% | 減碼 |
| Van Strum & Towne Inc. | 39,773 | $975.6 萬 | 3.28% | +1,644+4.3% | 加碼 |
| Smartleaf Asset Management LLC | 40,129 | $974.5 萬 | 0.94% | +1,392+3.6% | 加碼 |
| NBW Capital LLC | 39,663 | $972.9 萬 | 2.16% | −13,111−24.8% | 減碼 |
| DT Investment Partners, LLC | 39,662 | $972.9 萬 | 0.94% | −1,097−2.7% | 減碼 |
| Univest Financial Corp | 39,646 | $972.5 萬 | 0.64% | −970−2.4% | 減碼 |
| WESPAC Advisors SoCal, LLC | 39,561 | $970.4 萬 | 2.53% | −1,705−4.1% | 減碼 |