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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。

其他股別AMJBVYLDJPM.PCJPM.PDJPM.PJJPM.PKJPM.PLJPM.PM

2026 年第 1 季與 2025 年第 4 季比較

持有 JPMorgan Chase & Co 的機構從 2025 年第 4 季到 2026 年第 1 季的變化。

2026 年第 1 季全部持有人2025 年第 4 季全部持有人

JPM 的 13F 持有人:2025 年第 4 季與 2026 年第 1 季比較
項目2025 年第 4 季其中尚未申報 2026 年第 1 季2026 年第 1 季變化
持有家數5,154845,103+33
股數19.9 億3.12 億19.5 億+2.74 億 (+16.3%)
市值$6,395 億$1,006 億$5,720 億+$331.3 億 (+6.1%)

84 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 季:沒申報不算清倉,所以變化不計入它們。

新進機構(209 家)

2026 年第 1 季季末持有 JPMorgan Chase & Co、2025 年第 4 季季末沒有持有的機構。

依市值列出前 100 家,共 209 家。

2026 年第 1 季新進 JPM 的機構
機構股數市值佔組合 %
Vanguard Capital Management LLC165,278,733$486.2 億1.20%
Vanguard Portfolio Management LLC65,580,826$192.9 億1.01%
Vanguard Fiduciary Trust Co14,102,375$41.5 億1.05%
Vanguard Global Advisers, LLC5,460,327$16.1 億0.86%
Vanguard Asset Management, Ltd4,809,904$14.1 億1.21%
CIBC Bancorp USA Inc.4,378,303$12.9 億1.74%
S&G Foundation2,617,548$7.70 億40.87%
Capitolis Liquid Global Markets LLC1,437,136$4.23 億2.69%
SEB Asset Management AB1,210,826$3.56 億1.52%
Vanguard Investments Australia, Ltd.1,195,181$3.52 億1.01%
Voloridge Investment Management, LLC492,656$1.45 億0.58%
Davis Asset Management, L.P.468,786$1.38 億3.99%
Alyeska Investment Group, L.P.332,527$9,782 萬0.28%
Aware Super Pty Ltd as trustee of Aware Super298,631$8,785 萬1.33%
Tiaa-Cref Individual & Institutional Services, LLC236,786$6,965 萬0.27%
TIAA Wealth Investment Management LLC235,959$6,940 萬0.53%
MKP Capital Management, L.L.C.165,000$4,854 萬1.59%
Crake Asset Management LLP129,019$3,795 萬1.33%
CMT Capital Markets Trading GmbH98,586$2,900 萬13.36%
Canandaigua National Corp82,359$2,423 萬2.17%
Interval Partners, LP77,983$2,294 萬0.79%
Brighton Jones LLC68,160$2,005 萬0.44%
CenterBook Partners LP67,610$1,989 萬1.07%
Emerald Investment Advisers, LLC57,598$1,694 萬1.52%
Spartan Wealth Advisory Services LLC48,805$1,436 萬1.25%
International Assets Investment Management, LLC1,261,880$1,086 萬0.75%
Cinctive Capital Management LP36,810$1,083 萬0.71%
Rheos Capital Works Inc.35,000$1,030 萬0.69%
Vancity Investment Management Ltd34,734$1,022 萬1.62%
Ally Financial Inc.33,000$970.7 萬1.21%
VectorGlobal IAG, Inc.30,900$909.0 萬2.36%
Aquatic Capital Management LLC30,561$899.0 萬0.26%
Hayek Kallen Investment Management29,561$869.6 萬2.83%
ExodusPoint Capital Management, LP28,046$825.0 萬0.08%
E Fund Management Co., Ltd.27,983$823.1 萬0.24%
Quantbot Technologies LP25,620$753.6 萬0.31%
Beacon Harbor Wealth Advisors, Inc.25,495$750.0 萬1.57%
Baypointe Partners LLC25,000$735.4 萬10.09%
Triveni Capital Investments LP24,365$716.7 萬7.10%
Sone Capital Management, LLC23,689$696.8 萬0.59%
Montchanin Asset Management, LLC22,947$675.0 萬7.18%
Vertrix Wealth Management, LLC20,986$617.3 萬2.27%
Sanders Morris Harris LLC18,641$548.3 萬0.87%
Dymon Asia Capital (Singapore) Pte. Ltd.17,689$520.3 萬1.14%
Centiva Capital, LP15,975$469.9 萬0.22%
Vanguard National Trust Co15,957$469.4 萬0.30%
SummitTX Capital, L.P.15,938$468.8 萬0.15%
Niles Investment Management, LLC15,646$460.2 萬4.13%
FCG Investment Co15,034$442.2 萬1.94%
Navigation Group, LLC13,678$402.4 萬0.94%
Gsa Capital Partners LLP13,461$396.0 萬0.25%
Clare Market Investments LLC13,178$387.6 萬0.81%
TRB Wealth Management, LLC12,402$364.8 萬0.52%
ADAPT Investment Managers SA12,329$362.7 萬1.23%
Wolverine Asset Management LLC11,888$349.7 萬0.05%
Dickmeyer Boyce Financial Management, Inc.11,241$330.7 萬1.95%
FinArc Investments, Inc.11,027$324.4 萬3.12%
Alphadyne Asset Management LP10,721$315.4 萬0.41%
Financial Solutions Advisory Group, Inc.10,489$308.5 萬0.43%
P.A.W. Capital Corp10,590$308.5 萬2.47%
RW Investment Management LLC10,318$303.5 萬0.29%
Philadelphia Investment Partners, LLC10,268$302.0 萬2.05%
Gould Capital, LLC10,195$299.9 萬1.81%
Oslo Pensjonsforsikring AS10,019$294.7 萬0.46%
Samara Investment Management, LLC9,650$283.9 萬2.94%
Legacy Capital Wealth Management, LLC9,625$283.1 萬1.66%
Sciencast Management LP9,624$283.1 萬0.36%
Talon Private Wealth, LLC9,365$275.5 萬0.37%
LexAurum Advisors, LLC9,281$273.0 萬0.35%
Mendel Capital Management LLC9,195$270.5 萬1.36%
Absolute Gestao de Investimentos Ltda.9,000$264.7 萬0.30%
Benchmark Investment Advisors LLC8,986$264.3 萬1.54%
Machina Capital S.A.S.8,956$263.4 萬0.52%
Clear Wave Wealth Management LLC8,575$252.2 萬0.64%
Defiance ETFs, LLC8,520$250.6 萬0.04%
Intercapital, LLC8,000$235.3 萬1.30%
Elser Financial Planning, Inc7,953$231.6 萬0.11%
Orographic Financial Advisors, LLC7,830$230.3 萬1.63%
Landmark Wealth Management, LLC7,745$227.8 萬0.61%
Weiss Asset Management LP7,670$225.6 萬0.04%
Atom Investors LP7,287$214.4 萬0.15%
Aigen Investment Management, LP7,097$208.8 萬0.54%
BCV Asset Management Inc.6,982$205.3 萬0.07%
Elevation Advisory Partners LLC6,656$199.9 萬1.87%
Laurion Capital Management LP6,695$196.9 萬0.18%
Limestone Investment Advisors LP6,652$195.7 萬0.96%
Hexagon Capital Partners LLC6,606$194.3 萬0.28%
OFS Enterprise LLC6,091$179.2 萬0.53%
Dorsey Wright & Associates5,862$172.4 萬0.21%
111 Capital5,757$169.3 萬0.42%
Axiom Investment Management LLC5,580$164.2 萬1.25%
Collaborative Fund Advisors, LLC5,046$148.4 萬0.92%
Vann Equity Management LLC4,969$146.2 萬1.04%
Susquehanna Fundamental Investments, LLC4,920$144.7 萬0.05%
WNY Asset Management, LLC4,570$134.4 萬0.14%
Legacy Financial Independent Advisors LLC4,409$129.7 萬0.67%
Caxton Associates LLP4,389$129.1 萬0.03%
Cpwa, LLC4,271$128.1 萬1.53%
Lecap Asset Management Ltd4,302$126.5 萬0.48%
Axq Capital, LP4,216$124.0 萬0.16%

清倉機構(176 家)

2025 年第 4 季季末持有 JPMorgan Chase & Co、2026 年第 1 季有申報但已經沒有持有的機構。

依市值列出前 100 家,共 176 家。

2026 年第 1 季清倉 JPM 的機構
機構2025 年第 4 季股數2025 年第 4 季市值
Two Sigma Advisers, LP2,204,020$7.10 億
Ursa Fund Management, LLC370,000$1.19 億
Mutual of America Capital Management LLC312,428$1.01 億
Clear Street Group Inc.251,776$8,113 萬
Oddo BHF Asset Management SAS139,209$4,486 萬
Logan Capital Management Inc70,963$2,287 萬
CTC LLC61,419$1,979 萬
Liontrust Investment Partners LLP50,027$1,612 萬
Beck Bode, LLC48,016$1,547 萬
IFG Advisory, LLC39,383$1,269 萬
Coppell Advisory Solutions LLC35,673$1,154 萬
Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust33,485$1,079 萬
Graham Capital Management, L.P.30,000$966.7 萬
Campbell & CO Investment Adviser LLC29,196$940.8 萬
Qsemble Capital Management, LP26,599$857.1 萬
Capital Insight Partners, LLC26,141$842.3 萬
Pensionfund Sabic23,300$750.8 萬
Headlands Technologies LLC22,575$727.4 萬
TTP Investments, Inc.20,382$656.8 萬
SOL Capital Management CO19,817$638.5 萬
ARP Global Capital Ltd18,831$606.8 萬
Point72 Asset Management, L.P.17,103$551.1 萬
Worth Financial Advisory Group, LLC17,077$550.2 萬
Runnymede Capital Advisors, Inc.15,672$505.0 萬
Longaeva Partners L.P.13,050$420.5 萬
Marvin & Palmer Associates Inc12,070$388.9 萬
Central Asset Investments & Management Holdings (HK) Ltd11,892$383.2 萬
Quantitative Investment Management, LLC11,093$357.4 萬
Banco BTG Pactual S.A.10,336$333.0 萬
Two Sigma Securities, LLC9,202$296.5 萬
Fieldview Capital Management, LLC7,632$245.9 萬
Landscape Capital Management, L.L.C.7,497$241.6 萬
Covenant Partners, LLC7,475$240.9 萬
Sentry Investment Management LLC7,349$236.8 萬
Stance Capital LLC7,315$235.7 萬
Momentum Wealth Planning, LLC6,565$211.5 萬
Magnetar Financial LLC6,042$194.7 萬
Delta Global Management LP6,010$193.7 萬
Capstone Triton Financial Group, LLC5,902$190.2 萬
Kercheville Advisors, LLC6,195$188.1 萬
Barometer Capital Management Inc.14,500$185.0 萬
Oak Thistle LLC5,634$181.5 萬
QVR LLC5,446$175.5 萬
Neo Ivy Capital Management5,153$166.0 萬
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.5,122$165.0 萬
Caitong International Asset Management Co., Ltd5,038$162.3 萬
Benson Investment Management Company, Inc.4,950$159.5 萬
O'Neil Global Advisors, Inc.4,464$143.8 萬
Geremia Financial Services, LLC4,451$143.4 萬
Elite Wealth Management, Inc.4,166$134.2 萬
Operose Advisors LLC4,134$133.2 萬
Bayesian Capital Management, LP4,000$128.9 萬
Goldstream Capital Management Ltd3,841$123.8 萬
Greenland Capital Management LP3,740$120.5 萬
Petra Financial Advisors Inc3,730$120.2 萬
Capital Advisory Group Advisory Services, LLC3,379$108.9 萬
Hourglass Capital, LLC2,906$93.6 萬
Quest Partners LLC2,814$90.7 萬
KW Wealth Management LLC2,809$90.5 萬
Williamson Legacy Group, LLC2,739$88.3 萬
Thryve Wealth Management LLC2,727$87.9 萬
Collaborative Wealth Managment Inc.2,515$81.0 萬
Patrick Mauro Investment Advisor, INC.2,439$78.6 萬
Altshuler Shaham Ltd2,240$72.2 萬
Virtu Financial LLC2,221$71.6 萬
Saber Capital Managment, LLC2,006$64.6 萬
Kane Investment Management, Inc.1,812$58.4 萬
Potentia Wealth1,758$56.6 萬
Trace Wealth Advisors, LLC1,632$52.6 萬
Berkshire Money Management, Inc.1,616$52.1 萬
Bucket List Wealth Management, LLC1,538$49.6 萬
Twin Tree Management, LP1,533$49.4 萬
EntryPoint Capital, LLC1,503$48.4 萬
CenterStar Asset Management, LLC1,436$46.3 萬
Warther Private Wealth, LLC1,423$45.9 萬
MGO Private Wealth, LLC1,393$44.9 萬
united american securities inc. (d/b/a uas asset management)1,339$43.1 萬
Avos Capital Management, LLC1,331$42.9 萬
TABR Capital Management, LLC1,289$41.5 萬
Capital Markets Trading UK LLP1,280$41.2 萬
FMB Wealth Management1,276$41.1 萬
LRT Capital Management, LLC1,214$39.1 萬
Twinbeech Capital LP1,188$38.3 萬
Cordoba Advisory Partners LLC1,130$36.4 萬
Stack Financial Management, Inc1,046$33.7 萬
Cardinal Capital Management, Inc.745$32.9 萬
Delap Wealth Advisory, LLC992$32.0 萬
Westbourne Investments, Inc.970$31.3 萬
Equita Financial Network, Inc.965$31.1 萬
Morningstar Investment Management LLC956$30.8 萬
Freedom Financial Partners LLC942$30.4 萬
SpringVest Wealth Management LLC921$29.7 萬
Sims Investment Management, LLC891$28.7 萬
Saranac Partners Ltd882$28.4 萬
Hapanowicz & Associates Financial Services, Inc850$27.4 萬
New Jersey Better Educational Savings Trust847$27.3 萬
ProCore Advisors, LLC841$27.1 萬
Brandywine Trust Co830$26.7 萬
Mark Sheptoff Financial Planning, LLC940$26.6 萬
Armistice Capital, LLC819$26.4 萬

尚未申報 2026 年第 1 季的機構(84 家)

2025 年第 4 季季末持有 JPMorgan Chase & Co、還沒有申報 2026 年第 1 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2025 年第 4 季持有 JPM、尚未申報 2026 年第 1 季的機構
機構2025 年第 4 季股數2025 年第 4 季市值
Vanguard Group Inc265,758,185$856.3 億
Norges Bank35,368,681$114.0 億
CIBC Private Wealth Group, LLC3,155,380$10.2 億
CIBC World Markets Corp1,434,989$4.62 億
Brandywine Global Investment Management, LLC1,374,890$4.43 億
Comerica Bank1,069,071$3.44 億
Capitolis Liquid Global Markets LLC944,735$3.04 億
Forsta Ap-Fonden714,040$2.30 億
AG Campbell Advisory, LLC471,920$1.52 億
Alpha Cubed Investments, LLC287,260$9,256 萬
Trust Co of Vermont210,011$6,767 萬
FineMark National Bank & Trust185,822$5,988 萬
Global Retirement Partners, LLC125,062$4,030 萬
SS&H Financial Advisors, Inc.105,290$3,393 萬
Thomasville National Bank102,288$3,296 萬
Janney Capital Management LLC100,097$3,225 萬
Canandaigua National Bank & Trust Co84,219$2,714 萬
David Loasby70,008$2,272 萬
Osher Van de Voorde Investment Management69,850$2,251 萬
Cape Cod Five Cents Savings Bank80,099$1,689 萬
Meritage Portfolio Management52,137$1,680 萬
BancorpSouth Bank51,652$1,664 萬
Gifford Fong Associates35,296$1,137 萬
Ransom Advisory, Ltd31,306$1,009 萬
MidWestOne Financial Group, Inc.29,866$962.3 萬
Creegan & Nassoura Financial Group, LLC28,090$905.1 萬
Liberty Capital Management, Inc.26,590$856.8 萬
SG Trading Solutions, LLC25,665$827.0 萬
Bowman & Co S.C.25,650$826.7 萬
Clarius Group, LLC18,297$589.6 萬
Long Run Wealth Advisors, LLC18,175$585.6 萬
Transatlantique Private Wealth LLC17,143$549.4 萬
Edge Financial Advisors LLC8,452$544.7 萬
Platform Wealth Management, LLC16,165$520.9 萬
MGB Wealth Management, LLC13,588$438.0 萬
Austin Private Wealth, LLC9,659$311.2 萬
Passumpsic Savings Bank9,631$310.3 萬
Forefront Wealth Management Inc.9,598$309.3 萬
Cornercap Investment Counsel Inc8,288$267.1 萬
Stephens Consulting, LLC8,045$259.2 萬
Oak Barrel Wealth Advisory LLC7,292$235.0 萬
New Millennium Group LLC6,934$223.4 萬
Vantage Financial Partners, LLC6,454$208.0 萬
Oldfather Financial Services, LLC6,168$198.7 萬
Vantus Wealth LLC6,050$194.9 萬
High Falls Advisors, Inc5,827$187.8 萬
Pursuit Wealth Management LLC5,179$166.9 萬
Maxele Advisors, LLC4,934$159.0 萬
Financial Advisory Corp4,860$156.6 萬
Elevated Private Wealth, LLC4,779$154.0 萬
O'Brien Wealth Partners LLC4,148$133.7 萬
ORG Partners LLC4,117$132.7 萬
DV Equities, LLC3,803$122.5 萬
Pandora Wealth, Inc.3,745$120.7 萬
Litman Gregory Asset Management LLC3,738$120.4 萬
Puff Wealth Management, LLC3,537$115.1 萬
Prosperity Wealth Management, Inc.3,271$105.4 萬
Sage Advisors, LLC3,161$101.9 萬
Greenberg Financial Group3,043$98.1 萬
Profit Investment Management, LLC2,984$96.2 萬
Clearview Wealth Advisors LLC2,921$94.1 萬
LongView Asset Management LLC2,656$85.6 萬
Heritage Financial Services, LLC2,646$85.3 萬
NDVR, Inc.2,272$73.2 萬
Lanham O'Dell & Company, Inc.1,777$57.3 萬
Safe Harbor Wealth Advisors, LLC1,749$52.9 萬
Sherbrooke Park Advisers LLC1,518$48.9 萬
Pure Portfolios Holdings LLC1,442$46.5 萬
Maryland Capital Advisors Inc.1,409$45.4 萬
Yeomans Consulting Group, Inc.1,345$43.3 萬
Harborfront Financial Group LLC1,325$42.7 萬
Dentgroup LLC1,290$41.6 萬
VanderPol Investments L.L.C.1,268$40.9 萬
V. M. Manning & Co., Inc.1,128$36.4 萬
Skyview Financial Group LLC1,094$35.3 萬
Veratis Advisors, Inc.1,125$34.3 萬
AIFG Consultants Ltd.977$31.5 萬
Running Point Capital Advisors, LLC952$30.7 萬
Alongside, LLC759$24.5 萬
Blue Barn Wealth, LLC738$23.8 萬
Motiv8 Investments LLC520$16.8 萬
GPS Wealth Strategies Group, LLC315$10.1 萬
Redmont Wealth Advisors LLC277$8.92 萬
Northwest Capital Management Inc170$5.48 萬