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 |
|---|---|---|---|---|---|
| M3 Advisory Group, LLC | 4,215 | $124.0 萬 | 0.76% | +140+3.4% | 加碼 |
| Ami Asset Management Corp | 4,216 | $124.0 萬 | 0.08% | −928−18.0% | 減碼 |
| Axq Capital, LP | 4,216 | $124.0 萬 | 0.16% | +4,216 | 新進 |
| Goldstein Advisors, LLC | 4,223 | $124.2 萬 | 0.14% | +124+3.0% | 加碼 |
| Alliance Wealth Advisors, LLC | 4,227 | $124.3 萬 | 0.59% | +79+1.9% | 加碼 |
| Towercrest Capital Management | 4,228 | $124.4 萬 | 0.19% | +24+0.6% | 加碼 |
| Davidson Investment Advisors | 4,228 | $124.4 萬 | 0.05% | +76+1.8% | 加碼 |
| Wayfinding Financial, LLC | 4,229 | $124.4 萬 | 0.54% | −20.0% | 減碼 |
| Cadent Capital Advisors, LLC | 4,233 | $124.5 萬 | 0.33% | +4+0.1% | 加碼 |
| Lumbard & Kellner, LLC | 4,234 | $124.5 萬 | 0.43% | 00.0% | 不變 |
| Eagle Harbor Asset Management Inc | 4,237 | $124.6 萬 | 1.07% | −189−4.3% | 減碼 |
| New Vernon Investment Management LLC | 4,253 | $125.1 萬 | 1.33% | 00.0% | 不變 |
| Trust Co of Oklahoma | 4,254 | $125.1 萬 | 0.36% | +685+19.2% | 加碼 |
| Mainsail Asset Management, LLC | 4,266 | $125.5 萬 | 0.56% | +2,016+89.6% | 加碼 |
| Washburn Capital Management, Inc. | 4,271 | $125.6 萬 | 0.73% | +971+29.4% | 加碼 |
| Tripletail Wealth Management, LLC | 4,265 | $125.6 萬 | 1.71% | −56−1.3% | 減碼 |
| DDD Partners, LLC | 4,275 | $125.8 萬 | 0.09% | +1,689+65.3% | 加碼 |
| GenWealth Group, Inc. | 4,289 | $126.2 萬 | 0.22% | +10+0.2% | 加碼 |
| AlphaGrep UK Ltd | 4,291 | $126.2 萬 | 0.37% | +3,400+381.6% | 加碼 |
| Opal Capital LLC | 4,297 | $126.4 萬 | 0.22% | −450−9.5% | 減碼 |
| West Family Investments, Inc. | 4,301 | $126.5 萬 | 0.44% | −8,697−66.9% | 減碼 |
| Lecap Asset Management Ltd | 4,302 | $126.5 萬 | 0.48% | +4,302 | 新進 |
| Hassell Wealth Management, LLC | 4,305 | $126.6 萬 | 0.42% | +10.0% | 加碼 |
| Outlook Wealth Advisors, LLC | 4,305 | $126.6 萬 | 0.31% | +191+4.6% | 加碼 |
| Whitaker-Myers Wealth Managers, LTD. | 4,308 | $126.7 萬 | 0.25% | −87−2.0% | 減碼 |
| Miller Howard Investments Inc | 4,310 | $126.8 萬 | 0.03% | −2,911−40.3% | 減碼 |
| LeConte Wealth Management, LLC | 4,310 | $126.8 萬 | 0.82% | −88−2.0% | 減碼 |
| Reflection Asset Management | 4,285 | $126.9 萬 | 0.78% | +998+30.4% | 加碼 |
| EdgeRock Capital LLC | 4,313 | $126.9 萬 | 0.34% | −167−3.7% | 減碼 |
| Cooper/Haims Advisors, LLC | 4,314 | $126.9 萬 | 0.60% | +938+27.8% | 加碼 |
| Elevated Financial Group LLC | 4,315 | $126.9 萬 | 0.42% | +158+3.8% | 加碼 |
| Clearwater Capital Advisors, LLC | 4,317 | $127.0 萬 | 0.10% | +61+1.4% | 加碼 |
| Ipsen Advisor Group LLC | 4,319 | $127.0 萬 | 0.89% | +47+1.1% | 加碼 |
| Cape Investment Advisory, Inc. | 4,320 | $127.1 萬 | 0.42% | +405+10.3% | 加碼 |
| Cyr Financial Inc. | 4,324 | $127.2 萬 | 0.75% | +354+8.9% | 加碼 |
| Thomas Story & Son LLC | 4,329 | $127.3 萬 | 0.49% | −11−0.3% | 減碼 |
| Proficio Capital Partners LLC | 4,334 | $127.5 萬 | 0.07% | +25+0.6% | 加碼 |
| Paladin Wealth, LLC | 4,348 | $127.9 萬 | 0.88% | −216−4.7% | 減碼 |
| Cpwa, LLC | 4,271 | $128.1 萬 | 1.53% | +4,271 | 新進 |
| Prosperity Bancshares Inc | 4,358 | $128.2 萬 | 1.03% | −308−6.6% | 減碼 |
| Reynders McVeigh Capital Management, LLC | 4,363 | $128.3 萬 | 0.06% | +39+0.9% | 加碼 |
| One Day In July LLC | 4,363 | $128.3 萬 | 0.10% | +56+1.3% | 加碼 |
| Centennial Bank | 4,364 | $128.4 萬 | 0.46% | −460−9.5% | 減碼 |
| Walkner Condon Financial Advisors LLC | 4,366 | $128.4 萬 | 0.17% | −658−13.1% | 減碼 |
| Secure Asset Management, LLC | 4,367 | $128.4 萬 | 0.20% | +340+8.4% | 加碼 |
| Windsor Advisory Group, LLC | 4,374 | $128.7 萬 | 1.08% | +32+0.7% | 加碼 |
| Pathfinder Wealth Consulting, Inc. | 4,376 | $128.7 萬 | 0.83% | −221−4.8% | 減碼 |
| Blue Rock Wealth Management LLC | 4,396 | $128.7 萬 | 0.82% | +600+15.8% | 加碼 |
| Ellevest, Inc. | 4,378 | $128.8 萬 | 0.18% | −63−1.4% | 減碼 |
| California First Leasing Corp | 4,380 | $128.8 萬 | 0.41% | 00.0% | 不變 |
| Luts & Greenleigh Group, Inc | 4,384 | $129.0 萬 | 1.02% | +10.0% | 加碼 |
| Narus Financial Partners, LLC | 4,388 | $129.1 萬 | 0.34% | +200+4.8% | 加碼 |
| Caxton Associates LLP | 4,389 | $129.1 萬 | 0.03% | +4,389 | 新進 |
| STAR Financial Bank | 4,404 | $129.5 萬 | 0.61% | −11−0.2% | 減碼 |
| Borer Denton & Associates, Inc. | 4,404 | $129.5 萬 | 0.46% | 00.0% | 不變 |
| Vericrest Private Wealth | 4,407 | $129.6 萬 | 1.16% | 00.0% | 不變 |
| Legacy Financial Independent Advisors LLC | 4,409 | $129.7 萬 | 0.67% | +4,409 | 新進 |
| Investor's Fiduciary Advisor Network, LLC | 4,411 | $129.7 萬 | 0.40% | +24+0.5% | 加碼 |
| Elwood & Goetz Wealth Advisory Group, LLC | 4,411 | $129.8 萬 | 0.22% | −9−0.2% | 減碼 |
| Victory Financial Group, LLC | 4,412 | $129.8 萬 | 0.16% | −222−4.8% | 減碼 |
| Dougherty Wealth Advisers LLC | 4,413 | $129.8 萬 | 0.82% | +729+19.8% | 加碼 |
| Hara Capital LLC | 4,421 | $130.0 萬 | 0.65% | −40−0.9% | 減碼 |
| FORM Wealth Advisors, LLC | 4,422 | $130.1 萬 | 0.15% | −261−5.6% | 減碼 |
| Larry Mathis Financial Planning, LLC | 4,427 | $130.2 萬 | 1.17% | −95−2.1% | 減碼 |
| SBI Okasan Asset Management Co.Ltd. | 4,590 | $130.3 萬 | 0.05% | 00.0% | 不變 |
| Veracity Capital LLC | 4,433 | $130.4 萬 | 0.47% | −2,606−37.0% | 減碼 |
| TPG Advisors LLC | 4,440 | $130.6 萬 | 0.81% | +3+0.1% | 加碼 |
| Signature Equity Partners, LLC | 4,440 | $130.6 萬 | 0.70% | −350−7.3% | 減碼 |
| Elevated Capital Advisors, LLC | 4,441 | $130.6 萬 | 0.33% | −2,847−39.1% | 減碼 |
| Mainsail Financial Group, LLC | 4,450 | $130.9 萬 | 0.55% | −104−2.3% | 減碼 |
| PSI Advisors, LLC | 4,451 | $130.9 萬 | 0.31% | +480+12.1% | 加碼 |
| City National Bank of Florida | 4,461 | $131.2 萬 | 0.78% | +513+13.0% | 加碼 |
| TrustBank | 4,476 | $131.7 萬 | 0.51% | +1,255+39.0% | 加碼 |
| Pacific Point Advisors, LLC | 4,492 | $132.1 萬 | 0.70% | +147+3.4% | 加碼 |
| S.A. Mason LLC | 4,495 | $132.2 萬 | 0.50% | +250+5.9% | 加碼 |
| Center For Asset Management LLC | 4,497 | $132.3 萬 | 0.66% | +75+1.7% | 加碼 |
| Philip James Wealth Mangement, LLC | 4,519 | $132.9 萬 | 0.15% | −767−14.5% | 減碼 |
| Sykon Capital LLC | 4,520 | $132.9 萬 | 0.44% | −3−0.1% | 減碼 |
| Sage Private Wealth Group, LLC | 4,521 | $133.0 萬 | 0.67% | +359+8.6% | 加碼 |
| Silicon Valley Capital Partners | 4,528 | $133.2 萬 | 0.13% | −6,359−58.4% | 減碼 |
| Lakeshore Capital Group, Inc. | 4,545 | $133.7 萬 | 1.09% | +50+1.1% | 加碼 |
| Wealth Group, Ltd. | 4,546 | $133.7 萬 | 1.25% | +331+7.9% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 4,554 | $134.0 萬 | 0.03% | −708,829−99.4% | 減碼 |
| Campion Asset Management LLC | 4,561 | $134.2 萬 | 0.91% | −48−1.0% | 減碼 |
| Hutchinson Capital Management | 4,563 | $134.2 萬 | 0.25% | −300−6.2% | 減碼 |
| GSG Advisors LLC | 4,566 | $134.3 萬 | 0.35% | +310+7.3% | 加碼 |
| Asset Advisors Investment Management, LLC | 4,569 | $134.4 萬 | 0.13% | −3,111−40.5% | 減碼 |
| WNY Asset Management, LLC | 4,570 | $134.4 萬 | 0.14% | +4,570 | 新進 |
| Park Capital Management, LLC | 4,570 | $134.4 萬 | 1.31% | −246−5.1% | 減碼 |
| Enclave Advisors LLC | 4,576 | $134.6 萬 | 0.19% | +82+1.8% | 加碼 |
| Novak & Powell Financial Services, Inc. | 4,582 | $134.8 萬 | 0.73% | −55−1.2% | 減碼 |
| Old Peak Finance LLC | 4,591 | $135.1 萬 | 0.79% | −117−2.5% | 減碼 |
| TAGStone Capital, Inc. | 4,612 | $135.7 萬 | 0.48% | +1,551+50.7% | 加碼 |
| Insight 2811, Inc. | 4,615 | $135.7 萬 | 0.59% | +755+19.6% | 加碼 |
| CWS Financial Advisors, LLC | 4,615 | $135.8 萬 | 0.35% | +18+0.4% | 加碼 |
| Evanson Asset Management, LLC | 4,623 | $136.0 萬 | 0.07% | −76−1.6% | 減碼 |
| Sierra Capital LLC | 4,629 | $136.2 萬 | 0.15% | +2,178+88.9% | 加碼 |
| Tevis Investment Management | 4,663 | $137.2 萬 | 0.78% | +425+10.0% | 加碼 |
| Diversified Portfolios, Inc. | 4,666 | $137.3 萬 | 0.11% | −219−4.5% | 減碼 |
| Grove Street Fiduciary, LLC | 4,673 | $137.5 萬 | 0.61% | 00.0% | 不變 |