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 5,157 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。
2026 年第 1 季 13F 持有人
JPMorgan Chase & Co 在 2026/3/31 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
- 5,103
- 較 2025 年第 4 季 +33 家
- 持有股數
- 19.5 億
- 較 2025 年第 4 季 +2.74 億 (+16.3%)
- 總市值
- $5,720 億
- 較 2025 年第 4 季 +$331.3 億 (+6.1%)
- 新進機構
- 209
- 另有 2,133 家加碼
- 清倉機構
- 176
- 另有 2,291 家減碼
另有 84 家機構在 2025 年第 4 季持有、還沒有申報 2026 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 | 5,157 | $6,437 億 |
| 2026 年第 1 季 | 5,103 | $5,721 億 |
| 2025 年第 4 季 | 5,155 | $6,395 億 |
| 2025 年第 3 季 | 4,766 | $6,180 億 |
| 2025 年第 2 季 | 4,753 | $5,824 億 |
| 2025 年第 1 季 | 4,680 | $4,946 億 |
| 2024 年第 4 季 | 4,680 | $4,900 億 |
| 2024 年第 3 季 | 4,216 | $4,294 億 |
| 2024 年第 2 季 | 4,182 | $4,162 億 |
| 2024 年第 1 季 | 4,121 | $4,145 億 |
| 2023 年第 4 季 | 4,002 | $3,518 億 |
| 2023 年第 3 季 | 3,711 | $2,970 億 |
| 2023 年第 2 季 | 3,673 | $2,976 億 |
| 2023 年第 1 季 | 3,613 | $2,663 億 |
| 2022 年第 4 季 | 3,629 | $2,783 億 |
| 2022 年第 3 季 | 3,396 | $2,129 億 |
| 2022 年第 2 季 | 3,428 | $2,293 億 |
| 2022 年第 1 季 | 3,520 | $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 |
2026 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 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Wealth Advisors Northwest LLC | 2,069 | $60.9 萬 | 0.26% | +6+0.3% | 加碼 |
| Vanguard Capital Wealth Advisors | 2,074 | $61.0 萬 | 0.56% | +8+0.4% | 加碼 |
| Greenfield Seitz Capital Management, LLC | 2,081 | $61.2 萬 | 0.18% | 00.0% | 不變 |
| Encompass More Asset Management | 2,086 | $61.4 萬 | 0.10% | +76+3.8% | 加碼 |
| LGL Partners, LLC | 2,091 | $61.5 萬 | 0.25% | 00.0% | 不變 |
| Peterson Wealth Advisors, LLC | 2,092 | $61.5 萬 | 0.08% | −43−2.0% | 減碼 |
| Kelly Financial Services LLC | 2,102 | $61.8 萬 | 0.15% | +49+2.4% | 加碼 |
| Centennial Wealth Advisory LLC | 2,109 | $62.1 萬 | 0.15% | −301−12.5% | 減碼 |
| Stoneridge Investment Partners LLC | 2,114 | $62.2 萬 | 0.45% | +2,114 | 新進 |
| Southern Michigan Bank & Trust | 2,126 | $62.5 萬 | 0.24% | +2,126 | 新進 |
| Integris Wealth Management, LLC | 2,128 | $62.6 萬 | 0.14% | −165−7.2% | 減碼 |
| Flywheel Private Wealth LLC | 2,132 | $62.7 萬 | 0.36% | 00.0% | 不變 |
| Waterford Advisors, LLC | 2,213 | $62.8 萬 | 0.20% | 00.0% | 不變 |
| Cherry Creek Investment Advisors, Inc. | 2,144 | $63.1 萬 | 0.27% | +19+0.9% | 加碼 |
| Stonebridge Financial Planning Group, LLC | 2,145 | $63.1 萬 | 0.23% | −100−4.5% | 減碼 |
| Penn Davis McFarland Inc | 2,150 | $63.2 萬 | 0.06% | −230−9.7% | 減碼 |
| Tableaux LLC | 2,154 | $63.4 萬 | 0.31% | +1,267+142.8% | 加碼 |
| Tenzing Financial LLC | 2,021 | $63.4 萬 | 0.48% | −14−0.7% | 減碼 |
| R Squared Ltd | 2,160 | $63.5 萬 | 0.35% | +761+54.4% | 加碼 |
| Rik Saylor Financial, Inc. | 2,163 | $63.6 萬 | 0.48% | +3+0.1% | 加碼 |
| Schaper Benz & Wise Investment Counsel Inc | 2,175 | $64.0 萬 | 0.05% | +218+11.1% | 加碼 |
| R. W. Roge & Company, Inc. | 2,176 | $64.0 萬 | 0.31% | −15−0.7% | 減碼 |
| Oceanside Advisors LLC | 2,176 | $64.0 萬 | 0.37% | +91+4.4% | 加碼 |
| Vilga Financial Planning LLC | 2,181 | $64.2 萬 | 0.57% | 00.0% | 不變 |
| Dynamic Wealth Strategies, LLC | 2,181 | $64.2 萬 | 0.37% | +654+42.8% | 加碼 |
| Darwin Advisors, LLC | 2,183 | $64.2 萬 | 0.20% | +3+0.1% | 加碼 |
| McNamara Financial Services, Inc. | 2,192 | $64.5 萬 | 0.12% | −22−1.0% | 減碼 |
| ASL Financial, LLC | 2,196 | $64.6 萬 | 0.52% | +22+1.0% | 加碼 |
| Sterling Investment Management, Inc. | 2,198 | $64.7 萬 | 0.39% | +800+57.2% | 加碼 |
| True Wealth Design, LLC | 2,202 | $64.8 萬 | 0.18% | +1,577+252.3% | 加碼 |
| Bruce G. Allen Investments, LLC | 2,203 | $64.8 萬 | 0.42% | −73−3.2% | 減碼 |
| Capstone Wealth Management Group LLC | 2,203 | $64.8 萬 | 0.40% | −146−6.2% | 減碼 |
| Sachetta, LLC | 2,204 | $64.8 萬 | 0.35% | −314−12.5% | 減碼 |
| AXA S.A. | 2,207 | $64.9 萬 | 0.25% | −17−0.8% | 減碼 |
| Private Wealth Management Group, LLC | 2,207 | $64.9 萬 | 0.17% | +450+25.6% | 加碼 |
| Clean Yield Group | 2,208 | $65.0 萬 | 0.18% | 00.0% | 不變 |
| Southern Capital Advisors, LLC | 2,208 | $65.0 萬 | 0.30% | +10.0% | 加碼 |
| My Purposeful Wealth Corp. | 2,210 | $65.0 萬 | 0.16% | +545+32.7% | 加碼 |
| Retirement Planning Group, LLC | 2,211 | $65.0 萬 | 0.42% | −59−2.6% | 減碼 |
| Quad-Cities Investment Group, LLC | 2,211 | $65.0 萬 | 0.26% | +1,044+89.5% | 加碼 |
| Compton Financial Group, LLC | 2,214 | $65.1 萬 | 0.14% | +54+2.5% | 加碼 |
| Efficient Advisors, LLC | 2,214 | $65.1 萬 | 0.05% | 00.0% | 不變 |
| WealthPoint Financial, LLC | 2,216 | $65.2 萬 | 0.55% | −268−10.8% | 減碼 |
| Riverwater Partners LLC | 2,217 | $65.2 萬 | 0.22% | +27+1.2% | 加碼 |
| Tucker Asset Management LLC | 2,225 | $65.5 萬 | 0.20% | −142−6.0% | 減碼 |
| Camarda Financial Advisors, LLC | 2,229 | $65.6 萬 | 0.35% | −8,357−78.9% | 減碼 |
| Wealthcare Capital Management LLC | 2,229 | $65.6 萬 | 0.07% | 00.0% | 不變 |
| Pitti Group Wealth Management, LLC | 2,238 | $65.8 萬 | 0.53% | +30+1.4% | 加碼 |
| Safe Harbor Fiduciary, LLC | 2,238 | $65.8 萬 | 0.63% | −15−0.7% | 減碼 |
| Sensible Money, LLC | 2,239 | $65.9 萬 | 0.20% | −9−0.4% | 減碼 |
| Wealth Quarterback LLC | 2,240 | $65.9 萬 | 0.26% | +655+41.3% | 加碼 |
| Decker Wealth Management LLC | 2,241 | $65.9 萬 | 0.15% | −13−0.6% | 減碼 |
| Bell Investment Advisors, Inc | 2,243 | $66.0 萬 | 0.10% | +69+3.2% | 加碼 |
| Reuter James Wealth Management, LLC | 2,246 | $66.1 萬 | 0.09% | −10−0.4% | 減碼 |
| Level Financial Advisors, Inc. | 2,247 | $66.1 萬 | 0.17% | −582−20.6% | 減碼 |
| Waycross Partners, LLC | 2,247 | $66.1 萬 | 0.06% | 00.0% | 不變 |
| M1 Capital Management LLC | 2,248 | $66.1 萬 | 0.30% | 00.0% | 不變 |
| Carderock Capital Management Inc | 2,251 | $66.2 萬 | 0.16% | +1,597+244.2% | 加碼 |
| Clarion Wealth Managment Partners, LLC | 2,257 | $66.4 萬 | 0.60% | +2+0.1% | 加碼 |
| Leigh Baldwin & Co., LLC | 2,259 | $66.5 萬 | 0.43% | +187+9.0% | 加碼 |
| Ehrenkranz Partners L.P. | 2,268 | $66.7 萬 | 0.53% | −189−7.7% | 減碼 |
| Gratus Wealth Advisors, LLC | 2,277 | $67.0 萬 | 0.10% | +403+21.5% | 加碼 |
| CMG Global Holdings, LLC | 2,278 | $67.0 萬 | 0.32% | −17−0.7% | 減碼 |
| Foresight Global Investors, Inc. | 2,278 | $67.0 萬 | 0.44% | 00.0% | 不變 |
| Robinson Smith Wealth Advisors LLC | 2,278 | $67.0 萬 | 0.45% | 00.0% | 不變 |
| Broadway Wealth Solutions, Inc. | 2,280 | $67.1 萬 | 0.35% | +114+5.3% | 加碼 |
| Knuff & Co LLC | 2,282 | $67.1 萬 | 0.20% | −87−3.7% | 減碼 |
| Braun-Bostich & Associates Inc. | 2,284 | $67.2 萬 | 0.42% | −62−2.6% | 減碼 |
| Squire Investment Management Company, LLC | 2,285 | $67.2 萬 | 0.19% | −15−0.7% | 減碼 |
| Pachira Investments Inc. | 2,287 | $67.3 萬 | 0.31% | +88+4.0% | 加碼 |
| Blackstone Group Inc. | 2,289 | $67.3 萬 | 0.00% | −12,367−84.4% | 減碼 |
| 4WEALTH Advisors, Inc. | 2,375 | $67.4 萬 | 0.58% | +82+3.6% | 加碼 |
| Dunhill Financial, LLC | 5,006 | $67.4 萬 | 0.16% | +3,182+174.5% | 加碼 |
| Rexford Capital Inc | 2,296 | $67.5 萬 | 0.48% | +185+8.8% | 加碼 |
| Opus Capital Group, LLC | 2,299 | $67.6 萬 | 0.07% | −6−0.3% | 減碼 |
| SNS Financial Group, LLC | 2,299 | $67.6 萬 | 0.06% | −53−2.3% | 減碼 |
| American Investment Services, Inc. | 2,302 | $67.7 萬 | 0.15% | 00.0% | 不變 |
| Values Added Financial LLC | 2,308 | $67.9 萬 | 0.29% | −10.0% | 減碼 |
| OneAscent Investment Solutions LLC | 2,309 | $67.9 萬 | 0.68% | −728−24.0% | 減碼 |
| Connecticut Capital Management Group, LLC | 2,312 | $68.0 萬 | 0.64% | −15−0.6% | 減碼 |
| Wagner Wealth Management, Corp | 2,316 | $68.1 萬 | 0.61% | −223−8.8% | 減碼 |
| Silver Coast Investments LLC | 2,316 | $68.1 萬 | 0.22% | +18+0.8% | 加碼 |
| AXS Investments LLC | 2,318 | $68.2 萬 | 0.28% | −157−6.3% | 減碼 |
| Entelevest, LLC | 2,319 | $68.2 萬 | 0.70% | +348+17.7% | 加碼 |
| Ariston Services Group | 0 | $68.3 萬 | 0.41% | −2,536−100.0% | 減碼 |
| Moody Aldrich Partners LLC | 2,324 | $68.4 萬 | 0.12% | +51+2.2% | 加碼 |
| Gentry Private Wealth, LLC | 2,326 | $68.4 萬 | 0.41% | −256−9.9% | 減碼 |
| Corps Capital Advisors, LLC | 2,330 | $68.5 萬 | 0.59% | 00.0% | 不變 |
| IMZ Advisory Inc | 2,335 | $68.7 萬 | 0.26% | −49−2.1% | 減碼 |
| 6th Street Advisors, LLC | 2,335 | $68.7 萬 | 0.43% | +2,335 | 新進 |
| Coordinated Financial Services, Inc. | 2,341 | $68.9 萬 | 0.40% | −94−3.9% | 減碼 |
| Aster Capital Management (DIFC) Ltd | 2,809 | $68.9 萬 | 0.23% | −13,866−83.2% | 減碼 |
| Capitol Family Office, Inc. | 2,140 | $69.0 萬 | 0.81% | 00.0% | 不變 |
| AMG Asset Management Group, Inc. | 2,348 | $69.1 萬 | 0.54% | +2,348 | 新進 |
| Harvest Investment Services, LLC | 2,349 | $69.1 萬 | 0.13% | −582−19.9% | 減碼 |
| Lansing Street Advisors | 2,350 | $69.1 萬 | 0.17% | −233−9.0% | 減碼 |
| Drum Hill Capital, LLC | 2,351 | $69.2 萬 | 0.64% | 00.0% | 不變 |
| Betterment LLC | 2,356 | $69.3 萬 | 0.00% | +34+1.5% | 加碼 |
| Emergent Wealth Advisors, LLC | 2,360 | $69.4 萬 | 0.41% | +168+7.7% | 加碼 |
| Catalyst Private Wealth, LLC | 2,360 | $69.4 萬 | 0.38% | +57+2.5% | 加碼 |