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 |
|---|---|---|---|---|---|
| Cherrydale Wealth Management, LLC | 2,577 | $75.8 萬 | 0.23% | −76−2.9% | 減碼 |
| Birch Financial Group, LLC | 2,577 | $75.8 萬 | 0.44% | +11+0.4% | 加碼 |
| Prospect Financial Group LLC | 2,581 | $75.9 萬 | 0.70% | −6−0.2% | 減碼 |
| IFS Group,LLC | 2,584 | $76.0 萬 | 0.68% | +2,584 | 新進 |
| SP Asset Management LLC | 2,587 | $76.1 萬 | 0.07% | −619−19.3% | 減碼 |
| Balentine LLC | 2,587 | $76.1 萬 | 0.03% | −265−9.3% | 減碼 |
| Prudent Investors Network | 2,588 | $76.1 萬 | 0.17% | −54−2.0% | 減碼 |
| Banque de Luxembourg S.A. | 2,588 | $76.1 萬 | 0.39% | +204+8.6% | 加碼 |
| Arch Global Advisors, LLC | 2,590 | $76.2 萬 | 0.40% | +2,590 | 新進 |
| Ironsides Asset Advisors, LLC | 2,590 | $76.2 萬 | 0.19% | +644+33.1% | 加碼 |
| Palatine Hill Wealth Management, LLC | 2,591 | $76.2 萬 | 0.66% | −37−1.4% | 減碼 |
| J.M. Arbour, LLC | 2,597 | $76.4 萬 | 0.73% | −142−5.2% | 減碼 |
| Richwood Investment Advisors, LLC | 2,601 | $76.5 萬 | 0.59% | −15−0.6% | 減碼 |
| Archetype Wealth Partners | 2,608 | $76.7 萬 | 0.10% | −699−21.1% | 減碼 |
| Madden Securities Corp | 2,614 | $76.9 萬 | 0.23% | +115+4.6% | 加碼 |
| Catalyst Investment Management LLC | 2,479 | $76.9 萬 | 0.85% | −90−3.5% | 減碼 |
| HC Advisors, LLC | 2,616 | $77.0 萬 | 0.52% | −61−2.3% | 減碼 |
| Core Wealth Advisors, Inc. | 2,617 | $77.0 萬 | 0.18% | +257+10.9% | 加碼 |
| Clearwave Capital, LLC | 2,618 | $77.0 萬 | 0.53% | +410+18.6% | 加碼 |
| Steinberganna Wealth Management | 2,622 | $77.1 萬 | 0.37% | −282−9.7% | 減碼 |
| Detalus Advisors, LLC | 2,626 | $77.2 萬 | 0.18% | −56−2.1% | 減碼 |
| Concorde Asset Management, LLC | 2,631 | $77.4 萬 | 0.38% | −564−17.7% | 減碼 |
| Swisher Financial Concepts, Inc. | 2,632 | $77.4 萬 | 0.43% | +28+1.1% | 加碼 |
| Presidio Capital Management, LLC | 2,632 | $77.4 萬 | 0.22% | +70+2.7% | 加碼 |
| Entrust Financial LLC | 2,637 | $77.6 萬 | 0.54% | −21−0.8% | 減碼 |
| Claret Asset Management Corp | 2,641 | $77.7 萬 | 0.09% | −35−1.3% | 減碼 |
| Bernardo Wealth Planning LLC | 2,647 | $77.9 萬 | 0.15% | +160+6.4% | 加碼 |
| Kerr Financial Planning Corp | 2,492 | $77.9 萬 | 0.96% | +96+4.0% | 加碼 |
| Coign Capital Advisors LLC | 2,654 | $78.1 萬 | 0.41% | +10.0% | 加碼 |
| Tandem Wealth Advisors LLC | 2,655 | $78.1 萬 | 0.35% | +317+13.6% | 加碼 |
| VSM Wealth Advisory, LLC | 2,656 | $78.1 萬 | 0.23% | +10.0% | 加碼 |
| Cornerstone Select Advisors, LLC | 2,657 | $78.2 萬 | 0.49% | +541+25.6% | 加碼 |
| Red Lighthouse Investment Management, LLC | 2,657 | $78.2 萬 | 0.26% | +2,657 | 新進 |
| Bravias Capital Group, LLC | 2,657 | $78.2 萬 | 0.51% | −1,608−37.7% | 減碼 |
| Hollow Brook Wealth Management LLC | 2,661 | $78.3 萬 | 0.20% | −22−0.8% | 減碼 |
| Westwood Wealth Management | 2,662 | $78.3 萬 | 0.31% | −568−17.6% | 減碼 |
| Roble, Belko & Company, Inc | 2,664 | $78.4 萬 | 0.10% | −225−7.8% | 減碼 |
| Odyssey Capital Advisors, Inc. | 2,666 | $78.4 萬 | 0.70% | +10.0% | 加碼 |
| Second Half Financial Partners, LLC | 2,668 | $78.5 萬 | 0.35% | −1,705−39.0% | 減碼 |
| Centerline Wealth Advisors, LLC | 2,672 | $78.6 萬 | 0.28% | −112−4.0% | 減碼 |
| Good Harbor Advisors, Inc. | 2,675 | $78.7 萬 | 0.86% | −75−2.7% | 減碼 |
| Sound Portfolio Advisors, LLC | 2,677 | $78.7 萬 | 0.64% | +2,677 | 新進 |
| Global Strategic Investment Solutions, LLC | 2,682 | $78.9 萬 | 0.08% | +55+2.1% | 加碼 |
| ICW Investment Advisors LLC | 2,683 | $78.9 萬 | 0.29% | +6+0.2% | 加碼 |
| Waller Financial Planning Group, Inc | 2,685 | $79.0 萬 | 0.17% | +10.0% | 加碼 |
| Cascade Investment Advisors, Inc. | 2,691 | $79.2 萬 | 0.47% | −193−6.7% | 減碼 |
| Acorns Advisers, LLC | 2,694 | $79.2 萬 | 0.01% | +526+24.3% | 加碼 |
| Prelude Capital Management, LLC | 2,693 | $79.2 萬 | 0.06% | −2,279−45.8% | 減碼 |
| Riverview Capital Advisers, LLC | 2,697 | $79.3 萬 | 0.26% | −2−0.1% | 減碼 |
| Copley Financial Group, Inc. | 2,699 | $79.4 萬 | 0.48% | −13−0.5% | 減碼 |
| White Lighthouse Investment Management Inc. | 2,707 | $79.6 萬 | 0.11% | −966−26.3% | 減碼 |
| Melfa Wealth Management, LLC | 2,707 | $79.6 萬 | 0.46% | +36+1.3% | 加碼 |
| Dakota Community Bank & Trust NA | 2,707 | $79.6 萬 | 2.69% | −91−3.3% | 減碼 |
| Elequin Capital LP | 2,711 | $79.7 萬 | 0.07% | +2,711 | 新進 |
| Pennsylvania Capital Management Inc | 2,716 | $79.9 萬 | 0.23% | +701+34.8% | 加碼 |
| Ssi Investment Management LLC | 2,717 | $79.9 萬 | 0.06% | 00.0% | 不變 |
| Essex Investment Management Co LLC | 2,721 | $80.0 萬 | 0.13% | 00.0% | 不變 |
| Investors Research Corp | 2,722 | $80.1 萬 | 0.15% | 00.0% | 不變 |
| Aletheian Wealth Advisors LLC | 2,725 | $80.2 萬 | 0.39% | +2,725 | 新進 |
| PCB Capital LLC | 2,726 | $80.2 萬 | 1.26% | −58−2.1% | 減碼 |
| Financial Security Advisor, Inc. | 2,726 | $80.2 萬 | 0.15% | +82+3.1% | 加碼 |
| Beacon Capital Management, LLC | 2,728 | $80.2 萬 | 0.14% | −256−8.6% | 減碼 |
| Planned Solutions, Inc. | 2,733 | $80.4 萬 | 0.27% | 00.0% | 不變 |
| Riverstone Advisors, LLC | 2,734 | $80.4 萬 | 0.40% | +244+9.8% | 加碼 |
| Flatrock Wealth Partners LLC | 2,740 | $80.6 萬 | 0.36% | +21+0.8% | 加碼 |
| Eagle Bay Advisors LLC | 2,744 | $80.7 萬 | 0.71% | −832−23.3% | 減碼 |
| Burkett Financial Services, LLC | 2,744 | $80.7 萬 | 0.28% | −9−0.3% | 減碼 |
| Harrington Investments, INC | 2,747 | $80.8 萬 | 0.43% | −17−0.6% | 減碼 |
| Arcadia Investment Management Corp | 2,752 | $81.0 萬 | 0.14% | +2,112+330.0% | 加碼 |
| Cahaba Wealth Management, Inc. | 2,752 | $81.0 萬 | 0.05% | +227+9.0% | 加碼 |
| Payne Capital Management, LLC | 2,753 | $81.0 萬 | 0.25% | +222+8.8% | 加碼 |
| Bennett Associates Wealth Management | 2,753 | $81.0 萬 | 0.55% | +197+7.7% | 加碼 |
| Putney Financial Group LLC | 2,756 | $81.1 萬 | 0.82% | +344+14.3% | 加碼 |
| Avenue 1 Advisors, LLC | 2,756 | $81.1 萬 | 0.25% | −3−0.1% | 減碼 |
| Allium Financial Advisors, LLC | 2,758 | $81.1 萬 | 0.65% | 00.0% | 不變 |
| Arkansas Financial Group, Inc. | 2,637 | $81.2 萬 | 0.11% | +10+0.4% | 加碼 |
| DGS Capital Management, LLC | 2,763 | $81.3 萬 | 0.13% | +922+50.1% | 加碼 |
| Elite Life Management LLC | 2,691 | $81.3 萬 | 1.02% | +57+2.2% | 加碼 |
| Goepper Burkhardt LLC | 2,766 | $81.4 萬 | 0.27% | −4−0.1% | 減碼 |
| Compass Capital Corp | 2,652 | $81.6 萬 | 0.29% | +39+1.5% | 加碼 |
| Stronghold Wealth Management L.L.C. | 2,780 | $81.8 萬 | 1.24% | −214−7.1% | 減碼 |
| My Personal CFO, LLC | 2,785 | $81.9 萬 | 0.36% | −75−2.6% | 減碼 |
| Reyes Financial Architecture, Inc. | 2,785 | $81.9 萬 | 0.67% | +283+11.3% | 加碼 |
| Sovereign Investment Advisors, LLC | 2,790 | $82.1 萬 | 0.17% | +2,790 | 新進 |
| Broyhill Asset Management | 2,794 | $82.2 萬 | 0.81% | 00.0% | 不變 |
| Flynn Zito Capital Management, LLC | 2,800 | $82.4 萬 | 0.26% | +287+11.4% | 加碼 |
| Alessandra Capital Management, LLC | 2,810 | $82.7 萬 | 0.70% | −195−6.5% | 減碼 |
| Perbak Capital Partners LLP | 2,811 | $82.7 萬 | 0.20% | +2,811 | 新進 |
| Wedge Capital Management L L P | 2,813 | $82.7 萬 | 0.02% | +129+4.8% | 加碼 |
| Keb Asset Management, LLC | 2,815 | $82.8 萬 | 0.16% | −455−13.9% | 減碼 |
| Castleview Partners, LLC | 2,817 | $82.9 萬 | 0.42% | +333+13.4% | 加碼 |
| Kahn Brothers Group Inc | 2,818 | $82.9 萬 | 0.15% | −650−18.7% | 減碼 |
| Code Waechter LLC | 2,821 | $83.0 萬 | 0.49% | +69+2.5% | 加碼 |
| Asset Planning,Inc | 2,822 | $83.0 萬 | 0.59% | +54+2.0% | 加碼 |
| Legacy Wealth Advisors, LLC | 2,823 | $83.0 萬 | 0.42% | +506+21.8% | 加碼 |
| Pin Oak Investment Advisors Inc | 2,826 | $83.1 萬 | 0.59% | −226−7.4% | 減碼 |
| Meridian Wealth Partners, LLC | 2,828 | $83.2 萬 | 0.11% | −15−0.5% | 減碼 |
| Krane Funds Advisors LLC | 2,814 | $83.2 萬 | 0.03% | +806+40.1% | 加碼 |
| TCM Advisors, LLC | – | $83.3 萬 | 0.69% | – | – |
| CLG LLC | 2,834 | $83.4 萬 | 0.21% | −39−1.4% | 減碼 |