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 |
|---|---|---|---|---|---|
| Stonebridge Capital Management Inc | 2,360 | $69.4 萬 | 0.32% | +2,360 | 新進 |
| Avid Wealth Partners LLC | 2,362 | $69.5 萬 | 0.33% | +261+12.4% | 加碼 |
| Thrive Capital Management, LLC | 2,372 | $69.8 萬 | 0.15% | −177−6.9% | 減碼 |
| Basepoint Wealth LLC | 2,373 | $69.8 萬 | 0.40% | −42−1.7% | 減碼 |
| Legend Capital Advisors LLC | 2,374 | $69.8 萬 | 0.44% | 00.0% | 不變 |
| Coco Enterprises, LLC | 2,357 | $69.8 萬 | 0.36% | 00.0% | 不變 |
| Cypress Financial Planning LLC | 2,379 | $70.0 萬 | 0.20% | +74+3.2% | 加碼 |
| Friday Financial | 2,380 | $70.0 萬 | 0.24% | +13+0.5% | 加碼 |
| Atlas Private Wealth Advisors | 2,384 | $70.1 萬 | 0.17% | −34−1.4% | 減碼 |
| Wisconsin Wealth Advisors, LLC | 2,385 | $70.1 萬 | 0.69% | +79+3.4% | 加碼 |
| UMA Financial Services, Inc. | 2,385 | $70.2 萬 | 0.10% | +16+0.7% | 加碼 |
| Beirne Wealth Consulting Services, LLC | 2,386 | $70.2 萬 | 0.20% | +4+0.2% | 加碼 |
| Boreal Capital Management LLC | 2,390 | $70.3 萬 | 0.61% | −212−8.1% | 減碼 |
| Wallace Capital Management Inc. | 2,390 | $70.3 萬 | 0.08% | −30−1.2% | 減碼 |
| Tuttle Tactical Management | 2,391 | $70.3 萬 | 1.16% | 00.0% | 不變 |
| Worth Asset Management, LLC | 2,391 | $70.3 萬 | 0.26% | +474+24.7% | 加碼 |
| Tamar Securities, LLC | 2,393 | $70.4 萬 | 0.08% | +65+2.8% | 加碼 |
| Paul Damon & Associates, Inc. | 2,396 | $70.5 萬 | 0.31% | +252+11.8% | 加碼 |
| Beaird Harris Wealth Management, LLC | 2,397 | $70.5 萬 | 0.05% | +159+7.1% | 加碼 |
| Heritage Family Offices, LLP | 2,398 | $70.5 萬 | 0.31% | +1,694+240.6% | 加碼 |
| Arbor Investment Advisors, LLC | 2,405 | $70.7 萬 | 0.09% | +163+7.3% | 加碼 |
| Charter Research & Investment Group, Inc. | 2,406 | $70.8 萬 | 0.47% | +220+10.1% | 加碼 |
| Altar Rock LLC | 2,411 | $70.9 萬 | 0.83% | +514+27.1% | 加碼 |
| Piedmont Capital Management, LLC | 2,415 | $71.0 萬 | 0.47% | +47+2.0% | 加碼 |
| Wise Wealth Partners | 2,415 | $71.0 萬 | 0.96% | −126−5.0% | 減碼 |
| Lee Johnson Capital Management, LLC | 2,417 | $71.1 萬 | 0.25% | −21,827−90.0% | 減碼 |
| SLT Holdings LLC | 2,421 | $71.2 萬 | 0.50% | +54+2.3% | 加碼 |
| Intergy Private Wealth, LLC | 2,423 | $71.3 萬 | 0.21% | +89+3.8% | 加碼 |
| FDx Advisors, Inc. | 2,425 | $71.3 萬 | 0.23% | +2,425 | 新進 |
| Rockbridge Capital Management LLC | 2,424 | $71.3 萬 | 0.48% | 00.0% | 不變 |
| Compass Financial Group, INC | 2,428 | $71.4 萬 | 0.10% | +380+18.6% | 加碼 |
| jvl associates llc | 2,428 | $71.4 萬 | 0.24% | +363+17.6% | 加碼 |
| Jacobs & Co | 2,431 | $71.5 萬 | 0.07% | +57+2.4% | 加碼 |
| Plum Street Advisors, LLC | 2,431 | $71.5 萬 | 0.25% | +9+0.4% | 加碼 |
| Cogent Strategic Wealth LLC | 2,432 | $71.5 萬 | 0.74% | +1,216+100.0% | 加碼 |
| Troutman Wealth Management, LLC | 2,437 | $71.7 萬 | 0.60% | −10.0% | 減碼 |
| True Link Financial Advisors, LLC | 2,438 | $71.7 萬 | 0.04% | +120+5.2% | 加碼 |
| Clay Northam Wealth Management, LLC | 2,447 | $72.0 萬 | 0.40% | +10+0.4% | 加碼 |
| Prospera Capital Management, LLC | 2,452 | $72.1 萬 | 0.36% | +10+0.4% | 加碼 |
| High Point Wealth Management, LLC | 2,454 | $72.2 萬 | 0.70% | +675+37.9% | 加碼 |
| SMART Wealth LLC | 2,455 | $72.2 萬 | 0.21% | −128−5.0% | 減碼 |
| Brand Asset Management Group, Inc. | 2,458 | $72.3 萬 | 0.19% | +162+7.1% | 加碼 |
| Sharp Financial Services, LLC | 2,460 | $72.3 萬 | 0.36% | +634+34.7% | 加碼 |
| Twin Peaks Wealth Advisors, LLC | 2,460 | $72.4 萬 | 0.18% | +10+0.4% | 加碼 |
| Foguth Wealth Management, LLC. | 2,419 | $72.4 萬 | 0.08% | +330+15.8% | 加碼 |
| Panoramic Capital Partners, LLC | 2,466 | $72.5 萬 | 0.45% | +42+1.7% | 加碼 |
| XY Planning Network, Inc. | 2,459 | $72.6 萬 | 0.12% | −215−8.0% | 減碼 |
| William Mack & Associates, Inc. | 2,469 | $72.6 萬 | 0.42% | −1,143−31.6% | 減碼 |
| Lynch Investment Planning, LLC | 2,470 | $72.6 萬 | 0.65% | −71−2.8% | 減碼 |
| Walker Asset Management, LLC | 2,470 | $72.7 萬 | 0.39% | +22+0.9% | 加碼 |
| StoryOne LLC | 0 | $72.7 萬 | 0.41% | 0 | 不變 |
| TFB Advisors LLC | 2,472 | $72.7 萬 | 0.38% | −1,251−33.6% | 減碼 |
| Dupree Financial Group, LLC | 2,472 | $72.7 萬 | 0.29% | −57−2.3% | 減碼 |
| Corundum Trust Company, INC | 2,476 | $72.8 萬 | 1.66% | +34+1.4% | 加碼 |
| waypoint wealth counsel | 2,486 | $73.1 萬 | 0.38% | −2,571−50.8% | 減碼 |
| Financial Insights, Inc. | 2,487 | $73.2 萬 | 0.24% | −12−0.5% | 減碼 |
| Kaizen Financial Strategies | 2,364 | $73.3 萬 | 0.31% | +8+0.3% | 加碼 |
| Arnhold LLC | 2,492 | $73.3 萬 | 0.05% | 00.0% | 不變 |
| Bender Robert & Associates | 2,495 | $73.4 萬 | 0.18% | +2,495 | 新進 |
| Carter Financial Group, INC. | 2,497 | $73.5 萬 | 0.45% | −74−2.9% | 減碼 |
| S&T Bank | 2,499 | $73.5 萬 | 0.27% | +205+8.9% | 加碼 |
| CBIZ Investment Advisory Services, LLC | 2,500 | $73.5 萬 | 0.03% | −866−25.7% | 減碼 |
| Sassicaia Capital Advisers LLC | 2,500 | $73.5 萬 | 0.83% | −3,500−58.3% | 減碼 |
| Murphy Pohlad Asset Management LLC | 2,500 | $73.5 萬 | 0.26% | −65−2.5% | 減碼 |
| Bramshill Investments, LLC | 2,500 | $73.5 萬 | 0.06% | 00.0% | 不變 |
| New Insight Wealth Advisors | 2,503 | $73.6 萬 | 0.26% | −112−4.3% | 減碼 |
| Eagle Wealth Advisors LLC | 2,503 | $73.6 萬 | 0.68% | +48+2.0% | 加碼 |
| Plan A Wealth LLC | 2,505 | $73.7 萬 | 0.35% | −72−2.8% | 減碼 |
| Tactive Advisors, LLC | 2,515 | $74.0 萬 | 0.21% | −27−1.1% | 減碼 |
| Forum Private Client Group LLC | 2,515 | $74.0 萬 | 0.25% | +158+6.7% | 加碼 |
| Harvest Fund Management Co., Ltd | 2,517 | $74.0 萬 | 0.03% | −295−10.5% | 減碼 |
| MKT Advisors LLC | 2,489 | $74.0 萬 | 0.25% | −10.0% | 減碼 |
| Wealthstar Advisors, LLC | 2,519 | $74.1 萬 | 0.44% | −98−3.7% | 減碼 |
| Impact Partnership Wealth, LLC | 2,521 | $74.2 萬 | 0.09% | −177−6.6% | 減碼 |
| First Affirmative Financial Network | 2,521 | $74.2 萬 | 0.29% | +2,521 | 新進 |
| Nicholson Wealth Management Group, LLC | 2,522 | $74.2 萬 | 0.43% | 00.0% | 不變 |
| 1015 Capital Partners, LLC | 2,524 | $74.2 萬 | 0.72% | −35−1.4% | 減碼 |
| Genesis Private Wealth, LLC | 2,527 | $74.3 萬 | 0.23% | −64−2.5% | 減碼 |
| Catalina Capital Group, LLC | 2,528 | $74.4 萬 | 0.46% | +23+0.9% | 加碼 |
| America First Investment Advisors, LLC | 2,529 | $74.4 萬 | 0.14% | 00.0% | 不變 |
| Nolet Wealth Management, LLC | 2,536 | $74.6 萬 | 0.42% | −22−0.9% | 減碼 |
| Horizon Bancorp Inc | 2,536 | $74.6 萬 | 0.36% | −173−6.4% | 減碼 |
| Meramec Financial Planners, LLC | 2,355 | $74.7 萬 | 0.30% | −1,276−35.1% | 減碼 |
| Investment Insight Wealth Management, LLC | 2,539 | $74.7 萬 | 0.81% | +10.0% | 加碼 |
| Axis Wealth Partners, LLC | 2,540 | $74.7 萬 | 0.40% | +364+16.7% | 加碼 |
| OneAscent Wealth Management LLC | 2,540 | $74.7 萬 | 0.25% | −655−20.5% | 減碼 |
| Keener Financial Planning LLC | 2,544 | $74.8 萬 | 0.31% | 00.0% | 不變 |
| Sloy Dahl & Holst, LLC | 2,547 | $74.9 萬 | 0.10% | +18+0.7% | 加碼 |
| Shikiar Asset Management Inc | 2,549 | $75.0 萬 | 0.22% | −500−16.4% | 減碼 |
| Maridea Wealth Management LLC | 2,551 | $75.0 萬 | 0.11% | −5,766−69.3% | 減碼 |
| Dixon Fnancial Services, Inc. | 2,553 | $75.1 萬 | 0.34% | −5,275−67.4% | 減碼 |
| Breakthru Advisory Services, LLC | 2,553 | $75.1 萬 | 1.20% | −151−5.6% | 減碼 |
| ESL Trust Services, LLC | 2,553 | $75.1 萬 | 0.14% | −10−0.4% | 減碼 |
| NerdWallet Wealth Partners, LLC | 2,555 | $75.1 萬 | 0.33% | +1,002+64.5% | 加碼 |
| Broderick Brian C | 2,560 | $75.3 萬 | 0.14% | +450+21.3% | 加碼 |
| Vision Retirement, LLC | 2,567 | $75.5 萬 | 0.21% | +8+0.3% | 加碼 |
| CacheTech Inc. | 2,569 | $75.6 萬 | 0.15% | +926+56.4% | 加碼 |
| Fedenia Advisers LLC | 2,570 | $75.6 萬 | 0.56% | −1,385−35.0% | 減碼 |
| Ogorek Anthony Joseph | 2,575 | $75.7 萬 | 0.21% | −22−0.8% | 減碼 |
| Accelerate Investment Advisors LLC | 2,575 | $75.7 萬 | 0.51% | −64−2.4% | 減碼 |