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。
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 | 5,158 | $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 |
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 |
|---|---|---|---|---|---|
| Integrity Advisory Solutions, LLC | 3,155 | $92.8 萬 | 0.12% | +1,310+71.0% | 加碼 |
| Atala Financial Inc | 3,148 | $92.9 萬 | 0.62% | +60+1.9% | 加碼 |
| Creekside Partners | 3,171 | $93.3 萬 | 0.38% | 00.0% | 不變 |
| Expressive Wealth LLC | 2,965 | $93.4 萬 | 0.89% | −1,697−36.4% | 減碼 |
| Cornerstone Financial Management LLC | 3,176 | $93.4 萬 | 0.86% | +10.0% | 加碼 |
| Collective Family Office LLC | 3,180 | $93.5 萬 | 0.21% | −159−4.8% | 減碼 |
| Fiducient Advisors LLC | 3,183 | $93.6 萬 | 0.12% | −1,017−24.2% | 減碼 |
| Oberweis Asset Management Inc | 3,184 | $93.6 萬 | 0.03% | +132+4.3% | 加碼 |
| Ameriflex Group, Inc. | 3,186 | $93.7 萬 | 0.47% | −295−8.5% | 減碼 |
| Tillman Hartley LLC | 3,187 | $93.7 萬 | 0.24% | −670−17.4% | 減碼 |
| Lawood & Co | 3,191 | $93.9 萬 | 0.87% | −207−6.1% | 減碼 |
| Lionshead Wealth Management, LLC | 3,192 | $93.9 萬 | 0.69% | −38−1.2% | 減碼 |
| Verus Financial Partners, Inc. | 3,031 | $94.0 萬 | 0.08% | +112+3.8% | 加碼 |
| Western Financial Corp | 3,197 | $94.0 萬 | 0.37% | +708+28.4% | 加碼 |
| Invested Advisors | 3,200 | $94.1 萬 | 0.95% | +17+0.5% | 加碼 |
| Fortis Capital Management LLC | 3,202 | $94.2 萬 | 0.13% | +194+6.4% | 加碼 |
| WestHill Financial Advisors, Inc. | 3,204 | $94.2 萬 | 0.18% | −5−0.2% | 減碼 |
| Wolff Financial Management LLC | 3,209 | $94.4 萬 | 0.21% | 00.0% | 不變 |
| North Point Portfolio Managers Corp | 3,211 | $94.5 萬 | 0.17% | +146+4.8% | 加碼 |
| Salzhauer Michael | 3,215 | $94.6 萬 | 0.45% | 00.0% | 不變 |
| Wallington Asset Management, LLC | 3,218 | $94.7 萬 | 0.13% | −1,835−36.3% | 減碼 |
| A. D. Beadell Investment Counsel, Inc. | 3,222 | $94.7 萬 | 0.60% | 00.0% | 不變 |
| Myriad Asset Management US LP | 3,225 | $94.9 萬 | 1.42% | −352−9.8% | 減碼 |
| ZRC Wealth Management, LLC | 3,228 | $95.0 萬 | 0.34% | +50+1.6% | 加碼 |
| Illumine Investment Management, LLC | 3,241 | $95.3 萬 | 0.73% | 00.0% | 不變 |
| Partners Wealth Management, LLC | 3,248 | $95.5 萬 | 0.98% | −10.0% | 減碼 |
| Pursuit Wealth Strategies, LLC | 3,253 | $95.7 萬 | 1.33% | +76+2.4% | 加碼 |
| Worthington Financial Partners, LLC | 3,258 | $95.8 萬 | 0.82% | +1,000+44.3% | 加碼 |
| Capital Management Associates, Inc | 3,262 | $95.9 萬 | 0.22% | +567+21.0% | 加碼 |
| Clune & Associates, Ltd. | 3,262 | $96.0 萬 | 0.18% | 00.0% | 不變 |
| Praxis Capital Management LLC | 3,263 | $96.0 萬 | 2.24% | +15+0.5% | 加碼 |
| Tacita Capital Inc | 3,265 | $96.0 萬 | 0.57% | +39+1.2% | 加碼 |
| Silver Lake Advisory, LLC | 3,268 | $96.1 萬 | 0.38% | +14+0.4% | 加碼 |
| Capital Advantage, Inc. | 3,272 | $96.3 萬 | 0.13% | +83+2.6% | 加碼 |
| Weaver Consulting Group | 3,274 | $96.3 萬 | 0.23% | −32−1.0% | 減碼 |
| WealthTrust Asset Management, LLC | 3,278 | $96.4 萬 | 0.58% | +190+6.2% | 加碼 |
| apricus wealth, LLC | 3,278 | $96.4 萬 | 0.47% | −165−4.8% | 減碼 |
| DecisionMap Wealth Management, LLC | 3,279 | $96.5 萬 | 0.62% | +225+7.4% | 加碼 |
| Eubel Brady & Suttman Asset Management Inc | 3,282 | $96.5 萬 | 0.11% | −124−3.6% | 減碼 |
| Vance Wealth, Inc. | 3,281 | $96.5 萬 | 0.28% | +176+5.7% | 加碼 |
| Concentrum Wealth Management | 3,282 | $96.5 萬 | 0.29% | +1,999+155.8% | 加碼 |
| Motive Wealth Advisors | 3,289 | $96.7 萬 | 0.45% | −38−1.1% | 減碼 |
| Next Capital Management LLC | 3,293 | $96.9 萬 | 0.29% | +222+7.2% | 加碼 |
| Tranquilli Financial Advisor LLC | 3,295 | $96.9 萬 | 0.57% | −403−10.9% | 減碼 |
| Beto Financial Group, LLC | 3,165 | $96.9 萬 | 0.57% | −162−4.9% | 減碼 |
| Magnolia Private Wealth, LLC | 3,300 | $97.1 萬 | 0.65% | +364+12.4% | 加碼 |
| Inspire Advisors, LLC | 3,301 | $97.1 萬 | 0.08% | +542+19.6% | 加碼 |
| Opal Wealth Advisors, LLC | 3,304 | $97.2 萬 | 0.22% | −59−1.8% | 減碼 |
| Ascension Capital Advisors, Inc. | 3,304 | $97.2 萬 | 0.31% | +1,784+117.4% | 加碼 |
| Carmignac Gestion | 3,308 | $97.3 萬 | 0.01% | −8,092−71.0% | 減碼 |
| Measured Wealth Private Client Group, LLC | 3,319 | $97.6 萬 | 0.27% | −3,064−48.0% | 減碼 |
| South Shore Capital Advisors | 3,326 | $97.8 萬 | 0.72% | −269−7.5% | 減碼 |
| Vawter Financial, Ltd. | 3,326 | $97.8 萬 | 0.41% | −484−12.7% | 減碼 |
| Buttonwood Financial Advisors Inc. | 3,335 | $98.1 萬 | 0.33% | −63−1.9% | 減碼 |
| Ackerman Capital Advisors, LLC | 3,336 | $98.1 萬 | 0.20% | −18−0.5% | 減碼 |
| Parkside Investments, LLC | 3,336 | $98.1 萬 | 0.12% | +1,079+47.8% | 加碼 |
| Riversedge Advisors, LLC | 3,337 | $98.2 萬 | 0.16% | −446−11.8% | 減碼 |
| Rede Wealth, LLC | 3,338 | $98.2 萬 | 0.35% | 00.0% | 不變 |
| Bravera Wealth | 3,340 | $98.2 萬 | 0.44% | +139+4.3% | 加碼 |
| Joule Financial, LLC | 3,347 | $98.5 萬 | 0.29% | −219−6.1% | 減碼 |
| National Wealth Management Group, LLC | 3,351 | $98.6 萬 | 0.37% | −39−1.2% | 減碼 |
| Glass Wealth Management Co LLC | 3,356 | $98.7 萬 | 0.38% | +2+0.1% | 加碼 |
| Bank & Trust Co | 3,357 | $98.7 萬 | 0.67% | 00.0% | 不變 |
| Mullooly Asset Management, Inc. | 3,357 | $98.8 萬 | 0.36% | +12+0.4% | 加碼 |
| Permanent Capital Management, LP | 3,158 | $98.9 萬 | 0.15% | −169−5.1% | 減碼 |
| Guidance Capital, Inc | 3,198 | $99.0 萬 | 0.22% | +589+22.6% | 加碼 |
| FSA Advisors, Inc. | 3,365 | $99.0 萬 | 0.65% | −47,968−93.4% | 減碼 |
| Truepoint, Inc. | 3,366 | $99.0 萬 | 0.02% | −20−0.6% | 減碼 |
| Mascoma Wealth Management LLC | 3,374 | $99.2 萬 | 0.21% | −207−5.8% | 減碼 |
| TruNorth Capital Management, LLC | 3,374 | $99.2 萬 | 0.19% | −18−0.5% | 減碼 |
| Diamant Asset Management, Inc. | 993,084 | $99.3 萬 | 0.72% | +989,901+31,099.6% | 加碼 |
| Founders Grove Wealth Partners, LLC | 3,383 | $99.5 萬 | 0.23% | +44+1.3% | 加碼 |
| Greenline Wealth Management LLC | 3,393 | $99.8 萬 | 1.15% | +799+30.8% | 加碼 |
| TCFG Wealth Management, LLC | 3,393 | $99.8 萬 | 0.37% | +54+1.6% | 加碼 |
| TCFG Investment Advisors, LLC | 3,393 | $99.8 萬 | 0.37% | +3,393 | 新進 |
| Symmetry Partners, LLC | 3,394 | $99.8 萬 | 0.06% | +507+17.6% | 加碼 |
| Beckerman Institutional, LLC | 3,400 | $100.0 萬 | 0.53% | 00.0% | 不變 |
| Old North State Wealth Management, LLC | 3,394 | $100.1 萬 | 0.46% | −41−1.2% | 減碼 |
| Acorn Creek Capital LLC | 3,405 | $100.1 萬 | 0.36% | +19+0.6% | 加碼 |
| Fortitude Family Office, LLC | 3,405 | $100.2 萬 | 0.22% | −5,905−63.4% | 減碼 |
| Sanchez Gaunt Capital Management, LLC | 3,408 | $100.2 萬 | 0.63% | +3,408 | 新進 |
| Maltin Wealth Management, Inc. | 3,408 | $100.3 萬 | 0.38% | −102−2.9% | 減碼 |
| Wealth Science Advisors LLC | 3,112 | $100.3 萬 | 0.56% | 00.0% | 不變 |
| NFP Retirement, Inc. | 3,413 | $100.4 萬 | 0.06% | +25+0.7% | 加碼 |
| Bright Futures Wealth Management, LLC. | 3,421 | $100.6 萬 | 0.69% | −103−2.9% | 減碼 |
| Hamilton Capital, LLC | 3,421 | $100.6 萬 | 0.05% | −1,277−27.2% | 減碼 |
| Hopwood Financial Services, Inc. | 3,428 | $100.8 萬 | 0.68% | −525−13.3% | 減碼 |
| Watershed Private Wealth LLC | 3,428 | $100.8 萬 | 0.31% | −388−10.2% | 減碼 |
| Gouws Capital LLC | 3,433 | $101.0 萬 | 0.53% | −140−3.9% | 減碼 |
| RVW Wealth, LLC | 3,438 | $101.1 萬 | 0.08% | −1,230−26.3% | 減碼 |
| Pennington Partners & Co., LLC | 3,439 | $101.2 萬 | 0.35% | +482+16.3% | 加碼 |
| Burton Enright Welch | 3,444 | $101.3 萬 | 0.14% | +413+13.6% | 加碼 |
| Bellevue Asset Management, LLC | 3,446 | $101.4 萬 | 0.51% | +10+0.3% | 加碼 |
| Quantum Private Wealth, LLC | 3,448 | $101.4 萬 | 0.31% | +37+1.1% | 加碼 |
| Hamilton Wealth, LLC | 3,448 | $101.4 萬 | 0.20% | −1,300−27.4% | 減碼 |
| FORA Capital, LLC | 3,460 | $101.8 萬 | 0.07% | +3,460 | 新進 |
| BLI - Banque de Luxembourg Investments | 3,200 | $101.8 萬 | 0.03% | 00.0% | 不變 |
| Firestone Capital Management | 3,463 | $101.9 萬 | 0.21% | +2+0.1% | 加碼 |
| ISAM Funds (UK) Ltd | 3,466 | $102.0 萬 | 0.50% | −700−16.8% | 減碼 |
| LifePlan Investment Advisors, Inc. | 3,475 | $102.2 萬 | 0.40% | +116+3.5% | 加碼 |