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 |
|---|---|---|---|---|---|
| Single Point Partners, LLC | 3,481 | $102.4 萬 | 0.20% | −630−15.3% | 減碼 |
| Millennium Capital Advisors, LLC | 3,481 | $102.4 萬 | 0.63% | 00.0% | 不變 |
| Ariadne Wealth Management, LP | 3,495 | $102.8 萬 | 0.46% | −131−3.6% | 減碼 |
| Investment Planning Advisors, Inc. | 3,497 | $102.9 萬 | 0.28% | +610+21.1% | 加碼 |
| WJ Interests, LLC | 3,498 | $102.9 萬 | 0.40% | 00.0% | 不變 |
| Oxford Wealth Group, LLC | 3,498 | $102.9 萬 | 0.56% | +91+2.7% | 加碼 |
| Postrock Partners LLC | 3,502 | $103.0 萬 | 0.48% | 00.0% | 不變 |
| Henrickson Nauta Wealth Advisors, Inc. | 3,502 | $103.0 萬 | 0.29% | −2,200−38.6% | 減碼 |
| Client 1st Advisory Group, LLC | 3,504 | $103.1 萬 | 0.31% | +287+8.9% | 加碼 |
| Hobart Private Capital, LLC | 3,506 | $103.1 萬 | 0.20% | +131+3.9% | 加碼 |
| Griffith & Werner, Inc. | 3,512 | $103.3 萬 | 0.51% | +4+0.1% | 加碼 |
| Isthmus Partners, LLC | 3,513 | $103.3 萬 | 0.11% | +160+4.8% | 加碼 |
| Carlson Financial, Inc. | 3,522 | $103.6 萬 | 0.61% | +2+0.1% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 3,529 | $103.8 萬 | 0.00% | 00.0% | 不變 |
| Strathmore Capital Advisors, Inc. | 3,372 | $104.0 萬 | 0.29% | +63+1.9% | 加碼 |
| Port Capital LLC | 3,536 | $104.0 萬 | 0.05% | −91−2.5% | 減碼 |
| Persium Advisors, LLC | 3,537 | $104.0 萬 | 0.82% | +45+1.3% | 加碼 |
| KFA Private Wealth Group, LLC | 3,541 | $104.2 萬 | 0.25% | −28−0.8% | 減碼 |
| Sivia Capital Partners, LLC | 3,545 | $104.3 萬 | 0.20% | −3,428−49.2% | 減碼 |
| Washington Capital Management Inc | 3,545 | $104.3 萬 | 0.88% | 00.0% | 不變 |
| Cardinal Strategic Wealth Guidance | 3,546 | $104.3 萬 | 0.28% | −45−1.3% | 減碼 |
| Arlington Trust Co LLC | 3,548 | $104.4 萬 | 0.09% | +694+24.3% | 加碼 |
| Wealth Advisors of Iowa, LLC | 3,549 | $104.4 萬 | 0.32% | +50+1.4% | 加碼 |
| Parkwoods Wealth Partners, LLC | 3,555 | $104.6 萬 | 0.26% | +411+13.1% | 加碼 |
| Amussen Hunsaker Associates LLC | 3,555 | $104.6 萬 | 0.11% | +1,303+57.9% | 加碼 |
| Owl Creek Wealth Partners LLC | 3,560 | $104.7 萬 | 0.37% | +3,560 | 新進 |
| Alpha Zero LLC | 3,566 | $104.9 萬 | 0.53% | +12+0.3% | 加碼 |
| Tilson Financial Group, Inc. | 3,567 | $104.9 萬 | 0.31% | +3+0.1% | 加碼 |
| Tributary Capital Management, LLC | 3,570 | $105.0 萬 | 0.10% | −100−2.7% | 減碼 |
| Granville Capital, Inc. | 3,575 | $105.2 萬 | 0.55% | −257−6.7% | 減碼 |
| Hanlon Investment Management, Inc. | 3,580 | $105.3 萬 | 0.58% | −417−10.4% | 減碼 |
| 1776 Wealth LLC | 3,582 | $105.4 萬 | 0.41% | +2+0.1% | 加碼 |
| Flagship Wealth Advisors, LLC | 3,637 | $105.4 萬 | 0.45% | −396−9.8% | 減碼 |
| J.E. Simmons & Co., P.C. | 3,594 | $105.7 萬 | 0.71% | +176+5.1% | 加碼 |
| Sonoma Private Wealth LLC | 3,594 | $105.7 萬 | 1.30% | +539+17.6% | 加碼 |
| KFG Wealth Management, LLC | 3,597 | $105.8 萬 | 0.14% | +57+1.6% | 加碼 |
| IVC Wealth Advisors LLC | 3,601 | $105.9 萬 | 0.46% | +67+1.9% | 加碼 |
| Wealthedge Investment Advisors, LLC | 3,613 | $106.3 萬 | 0.39% | +593+19.6% | 加碼 |
| Safeguard Investment Advisory Group, LLC | 3,624 | $106.6 萬 | 0.29% | −158−4.2% | 減碼 |
| Invenio Wealth Partners LLC | 3,645 | $107.2 萬 | 0.43% | +15+0.4% | 加碼 |
| Hughes Financial Services, LLC | 3,647 | $107.3 萬 | 0.16% | +584+19.1% | 加碼 |
| Rise Advisors, LLC | 3,634 | $107.3 萬 | 0.38% | −21−0.6% | 減碼 |
| Brookwood Investment Group LLC | 3,655 | $107.5 萬 | 0.14% | −1,476−28.8% | 減碼 |
| Coastwise Capital Group, LLC | 3,659 | $107.6 萬 | 0.60% | +62+1.7% | 加碼 |
| Flaharty Asset Management, LLC | 3,661 | $107.7 萬 | 0.13% | +100+2.8% | 加碼 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,661 | $107.7 萬 | 0.06% | −512−12.3% | 減碼 |
| Pine Haven Investment Counsel, Inc | 3,666 | $107.8 萬 | 0.79% | 00.0% | 不變 |
| MFA Wealth Services | 3,674 | $108.1 萬 | 0.72% | −45−1.2% | 減碼 |
| Horst & Graben Wealth Management LLC | 3,470 | $108.1 萬 | 0.15% | +796+29.8% | 加碼 |
| Fermata Advisors, LLC | 3,684 | $108.4 萬 | 0.24% | +2,523+217.3% | 加碼 |
| Lifeworks Advisors, LLC | 3,690 | $108.6 萬 | 0.14% | +29+0.8% | 加碼 |
| Custom Index Systems, LLC | 3,691 | $108.6 萬 | 0.47% | +24+0.7% | 加碼 |
| Gambit Capital Management, LLC | 3,695 | $108.7 萬 | 0.78% | −87−2.3% | 減碼 |
| Bluesphere Advisors, LLC | 3,696 | $108.7 萬 | 0.39% | −508−12.1% | 減碼 |
| Ecofi Investissements SA | 3,700 | $108.8 萬 | 1.98% | 00.0% | 不變 |
| NCP Inc. | 3,700 | $108.8 萬 | 1.81% | −150−3.9% | 減碼 |
| Hidden Cove Wealth Management, LLC | 3,700 | $108.8 萬 | 0.70% | +49+1.3% | 加碼 |
| Wescott Financial Advisory Group, LLC | 3,704 | $109.0 萬 | 0.10% | +506+15.8% | 加碼 |
| Willis Johnson & Associates, Inc. | 3,705 | $109.0 萬 | 0.06% | −60−1.6% | 減碼 |
| von Borstel & Associates, Inc. | 3,706 | $109.0 萬 | 0.25% | +40+1.1% | 加碼 |
| Tanager Wealth Management LLP | 3,708 | $109.1 萬 | 0.11% | −175−4.5% | 減碼 |
| Napier Financial, LLC | 3,710 | $109.1 萬 | 0.25% | +3,710 | 新進 |
| Santori & Peters | 3,710 | $109.1 萬 | 0.34% | +9+0.2% | 加碼 |
| Wealthcare Capital Partners, LLC | 3,711 | $109.2 萬 | 0.51% | +84+2.3% | 加碼 |
| PeakShares LLC | 3,721 | $109.5 萬 | 1.00% | +457+14.0% | 加碼 |
| Semus Wealth Partners LLC | 3,724 | $109.5 萬 | 0.61% | +95+2.6% | 加碼 |
| BlueSky Wealth Advisors, LLC | 3,729 | $109.7 萬 | 0.14% | +313+9.2% | 加碼 |
| D.B. Root & Company, LLC | 3,736 | $109.9 萬 | 0.26% | −242−6.1% | 減碼 |
| Mayfair Advisory Group, LLC | 3,737 | $109.9 萬 | 0.38% | +138+3.8% | 加碼 |
| First Community Trust NA | 3,739 | $110.0 萬 | 0.81% | +266+7.7% | 加碼 |
| Northbridge Financial Group, LLC | 3,511 | $110.1 萬 | 0.47% | −24−0.7% | 減碼 |
| Fulcrum Equity Management | 3,746 | $110.2 萬 | 1.07% | +72+2.0% | 加碼 |
| KDT Advisors, LLC | 3,747 | $110.2 萬 | 1.76% | 00.0% | 不變 |
| Delphi Management Inc | 3,759 | $110.6 萬 | 1.32% | −1,086−22.4% | 減碼 |
| Lewis Asset Management, LLC | 3,765 | $110.7 萬 | 0.45% | +61+1.6% | 加碼 |
| Abound Wealth Management | 3,770 | $110.9 萬 | 0.25% | +113+3.1% | 加碼 |
| GLR Partners, LLC | 3,773 | $111.0 萬 | 0.61% | +3,773 | 新進 |
| Wellington Grp LLC | 3,788 | $111.4 萬 | 0.34% | +1,035+37.6% | 加碼 |
| a16z Perennial Management, L.P. | 3,789 | $111.5 萬 | 0.09% | 00.0% | 不變 |
| Heck Capital Advisors, LLC | 3,791 | $111.5 萬 | 0.08% | −1,445−27.6% | 減碼 |
| Future Fund LLC | 3,794 | $111.6 萬 | 0.39% | −976−20.5% | 減碼 |
| Essential Investment Partners LLC | 3,797 | $111.7 萬 | 1.03% | +1,792+89.4% | 加碼 |
| Summa Corp. | 3,800 | $111.8 萬 | 0.46% | 00.0% | 不變 |
| Harbor Group, Inc. | 3,801 | $111.8 萬 | 0.16% | +18+0.5% | 加碼 |
| Affinity Capital Advisors, LLC | 3,812 | $112.1 萬 | 0.16% | −309−7.5% | 減碼 |
| Themes Management Co LLC | 3,813 | $112.2 萬 | 0.69% | +351+10.1% | 加碼 |
| Hilton Head Capital Partners, LLC | 3,818 | $112.3 萬 | 0.63% | +5+0.1% | 加碼 |
| Walser Wealth Management Company, A Ltd Liability Co | 3,821 | $112.4 萬 | 0.50% | +417+12.3% | 加碼 |
| Advance Capital Management, Inc. | 3,823 | $112.4 萬 | 0.04% | −106−2.7% | 減碼 |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 3,631 | $112.5 萬 | 0.84% | −1,735−32.3% | 減碼 |
| Stonebridge Financial Group, LLC | 3,831 | $112.7 萬 | 0.95% | +28+0.7% | 加碼 |
| Prasad Wealth Partners, LLC | 3,831 | $112.7 萬 | 0.31% | +95+2.5% | 加碼 |
| Hoxton Planning & Management, LLC | 3,840 | $113.0 萬 | 0.34% | −99−2.5% | 減碼 |
| Avantra Family Wealth, Inc. | 3,843 | $113.0 萬 | 0.84% | −105−2.7% | 減碼 |
| Peck Wealth Management, LLC | 3,852 | $113.3 萬 | 1.14% | −200−4.9% | 減碼 |
| Wimmer Associates 1, LLC | 3,861 | $113.6 萬 | 0.55% | −59−1.5% | 減碼 |
| Holland Advisory Services, Inc. | 3,862 | $113.6 萬 | 1.52% | +263+7.3% | 加碼 |
| Roberts Glore & Co Inc | 3,866 | $113.7 萬 | 0.31% | −21−0.5% | 減碼 |
| Merrion Investment Management Co, LLC | 3,872 | $113.9 萬 | 0.61% | 00.0% | 不變 |
| Murphy & Mullick Capital Management Corp | 3,877 | $114.1 萬 | 0.84% | +400+11.5% | 加碼 |