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 |
|---|---|---|---|---|---|
| Leonard Rickey Investment Advisors P.L.L.C. | 4,677 | $137.6 萬 | 0.24% | −150−3.1% | 減碼 |
| Silverlake Wealth Management LLC | 4,689 | $137.9 萬 | 0.29% | −26−0.6% | 減碼 |
| WealthSpring Partners, LLC | 4,696 | $138.1 萬 | 1.27% | +1,066+29.4% | 加碼 |
| Centerpoint Advisors, LLC | 4,699 | $138.2 萬 | 0.45% | −552−10.5% | 減碼 |
| McLaughlin Asset Management, Inc. | 4,699 | $138.2 萬 | 1.32% | −96−2.0% | 減碼 |
| Morse Asset Management, Inc | 4,704 | $138.4 萬 | 0.29% | +116+2.5% | 加碼 |
| Unify Financial Advisors | 4,712 | $138.6 萬 | 1.44% | +49+1.1% | 加碼 |
| PFW Advisors LLC | 4,714 | $138.7 萬 | 0.44% | 00.0% | 不變 |
| Armstrong Advisory Group, Inc | 4,717 | $138.8 萬 | 0.09% | −229−4.6% | 減碼 |
| Womack Financial LLC | 4,723 | $138.9 萬 | 1.02% | −99−2.1% | 減碼 |
| Smart Portfolios, LLC | 4,730 | $139.1 萬 | 1.39% | +80+1.7% | 加碼 |
| Fiduciary Planning LLC | 4,731 | $139.2 萬 | 0.42% | −34−0.7% | 減碼 |
| Consolidated Planning Corp | 4,737 | $139.3 萬 | 0.23% | −49,925−91.3% | 減碼 |
| Almanack Investment Partners, LLC. | 4,741 | $139.5 萬 | 0.24% | −19−0.4% | 減碼 |
| Red Wave Investments LLC | 4,744 | $139.6 萬 | 0.42% | −20.0% | 減碼 |
| 49 Wealth Management, LLC | 4,744 | $139.6 萬 | 0.10% | +44+0.9% | 加碼 |
| Smith Thornton Advisors LLC | 4,748 | $139.7 萬 | 0.70% | −286−5.7% | 減碼 |
| Matauro, LLC | 4,750 | $139.7 萬 | 0.20% | −141−2.9% | 減碼 |
| Taylor Hoffman Capital Management LLC | 4,752 | $139.8 萬 | 0.43% | −101−2.1% | 減碼 |
| Andrews Advisory Associates, LLC | 4,752 | $139.8 萬 | 0.74% | −35−0.7% | 減碼 |
| Spinnaker Investment Group, LLC | 4,752 | $139.8 萬 | 0.28% | −431−8.3% | 減碼 |
| Diversify Advisory Services, LLC | 4,528 | $140.0 萬 | 0.21% | −27,735−86.0% | 減碼 |
| Mayport, LLC | 4,761 | $140.0 萬 | 0.26% | +1,005+26.8% | 加碼 |
| Goldenstone Wealth Management LLC | 4,762 | $140.1 萬 | 1.02% | +79+1.7% | 加碼 |
| O'Domhnaill Enterprises, Inc. | 4,767 | $140.3 萬 | 1.13% | −2,347−33.0% | 減碼 |
| AJ Advisors, LLC | 4,769 | $140.3 萬 | 0.52% | −374−7.3% | 減碼 |
| Financial Planning Hawaii, Inc. | 4,770 | $140.3 萬 | 0.83% | +10.0% | 加碼 |
| Retirement Planning Co of New England, Inc. | 4,773 | $140.4 萬 | 0.57% | +16+0.3% | 加碼 |
| Davis Investment Partners, LLC | 4,775 | $140.5 萬 | 0.50% | +17+0.4% | 加碼 |
| Portus Wealth Advisors, LLC | 4,775 | $140.5 萬 | 1.32% | −332−6.5% | 減碼 |
| Cambridge Advisors Inc. | 4,776 | $140.5 萬 | 0.27% | −160−3.2% | 減碼 |
| MBE Wealth Management, LLC | 4,779 | $140.6 萬 | 0.58% | +106+2.3% | 加碼 |
| Elevatus Welath Management | 4,808 | $141.4 萬 | 0.74% | −10,433−68.5% | 減碼 |
| Cardiff Park Advisors, LLC | 4,809 | $141.5 萬 | 0.11% | −20−0.4% | 減碼 |
| Mfg Wealth Management, Inc. | 4,821 | $141.8 萬 | 1.18% | −172−3.4% | 減碼 |
| Prostatis Group LLC | 4,829 | $142.0 萬 | 0.36% | +202+4.4% | 加碼 |
| Fiera Capital Corp | 4,831 | $142.1 萬 | 0.00% | −720−13.0% | 減碼 |
| State of Wyoming | 4,834 | $142.2 萬 | 0.17% | −20.0% | 減碼 |
| Dorato Capital Management | 4,620 | $142.3 萬 | 1.05% | −32−0.7% | 減碼 |
| Matisse Capital | 4,837 | $142.3 萬 | 0.61% | −104−2.1% | 減碼 |
| Green Ridge Wealth Planning LLC | 4,839 | $142.3 萬 | 0.75% | +342+7.6% | 加碼 |
| Guardian Asset Advisors, LLC | 4,838 | $142.4 萬 | 0.83% | −470−8.9% | 減碼 |
| Philo Smith Capital Corp | 4,850 | $142.7 萬 | 0.41% | 00.0% | 不變 |
| Salomon & Ludwin, LLC | 4,844 | $142.7 萬 | 0.13% | −447−8.4% | 減碼 |
| Heritage Investment Group, Inc. | 4,852 | $142.7 萬 | 0.22% | −97−2.0% | 減碼 |
| Brown Wealth Management, LLC | 4,852 | $142.7 萬 | 0.37% | +1,641+51.1% | 加碼 |
| Pasadena Private Wealth, LLC | 4,863 | $143.1 萬 | 0.20% | +124+2.6% | 加碼 |
| Braeburn Wealth Management LLC | 4,867 | $143.2 萬 | 0.82% | −783−13.9% | 減碼 |
| McHugh Group, LLC | 4,869 | $143.2 萬 | 0.85% | −106−2.1% | 減碼 |
| Highland Financial Advisors, LLC | 4,870 | $143.3 萬 | 0.38% | +211+4.5% | 加碼 |
| Eldridge Investment Advisors, Inc. | 4,871 | $143.3 萬 | 0.31% | −170−3.4% | 減碼 |
| Summit Wealth Group LLC | 4,879 | $143.5 萬 | 0.15% | +1,815+59.2% | 加碼 |
| BWM Planning, LLC | 4,883 | $143.6 萬 | 0.38% | −97−1.9% | 減碼 |
| BluePath Capital Management, LLC | 4,883 | $143.6 萬 | 0.99% | +223+4.8% | 加碼 |
| Barings LLC | 4,891 | $143.9 萬 | 0.02% | −3,736−43.3% | 減碼 |
| Shelton Wealth Management, LLC | 4,893 | $143.9 萬 | 0.63% | −353−6.7% | 減碼 |
| Aua Capital Management, LLC | 4,898 | $144.1 萬 | 0.74% | 00.0% | 不變 |
| Blalock Williams, LLC | 4,902 | $144.2 萬 | 1.11% | −19−0.4% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 4,920 | $144.7 萬 | 0.05% | +4,920 | 新進 |
| Peregrine Asset Advisers, Inc. | 4,926 | $144.9 萬 | 0.39% | +105+2.2% | 加碼 |
| Great Oak Capital Partners, LLC | 4,706 | $144.9 萬 | 0.34% | +22+0.5% | 加碼 |
| Insight Advisors, LLC | 4,935 | $145.2 萬 | 0.28% | −11−0.2% | 減碼 |
| DMG Group, LLC | 4,939 | $145.3 萬 | 0.98% | −280−5.4% | 減碼 |
| Viawealth, LLC | 4,943 | $145.4 萬 | 0.81% | +6+0.1% | 加碼 |
| MLP3, LLC | 4,960 | $145.9 萬 | 1.61% | +4+0.1% | 加碼 |
| Liberty Wealth Management LLC | 4,963 | $146.0 萬 | 0.18% | −185−3.6% | 減碼 |
| Creative Financial Designs Inc | 4,965 | $146.1 萬 | 0.09% | +74+1.5% | 加碼 |
| Decision Investments, Inc | 4,967 | $146.1 萬 | 1.66% | −312−5.9% | 減碼 |
| Inspirion Wealth Advisors, LLC | 4,968 | $146.1 萬 | 0.18% | −8−0.2% | 減碼 |
| Vann Equity Management LLC | 4,969 | $146.2 萬 | 1.04% | +4,969 | 新進 |
| Unique Wealth Strategies, LLC | 4,976 | $146.4 萬 | 0.60% | −1,559−23.9% | 減碼 |
| August Group Capital Ltd | 4,979 | $146.4 萬 | 1.70% | −304−5.8% | 減碼 |
| Canandaigua National Trust Co of Florida | 4,979 | $146.5 萬 | 1.18% | −614−11.0% | 減碼 |
| Great Point Wealth Advisors, LLC | 4,980 | $146.5 萬 | 0.27% | +19+0.4% | 加碼 |
| Tectonic Advisors LLC | 4,981 | $146.5 萬 | 0.08% | +182+3.8% | 加碼 |
| Kohmann Bosshard Financial Services, LLC | 4,982 | $146.5 萬 | 0.14% | +10+0.2% | 加碼 |
| Helen Stephens Group, LLC | 4,983 | $146.6 萬 | 0.29% | +180+3.7% | 加碼 |
| Forefront Analytics, LLC | 4,984 | $146.6 萬 | 1.33% | +1,631+48.6% | 加碼 |
| CCG Wealth Management, LLC | 4,992 | $146.9 萬 | 0.40% | +2,577+106.7% | 加碼 |
| BCM Advisors, LLC | 4,779 | $147.0 萬 | 0.29% | +785+19.7% | 加碼 |
| Holowesko Partners Ltd. | 5,000 | $147.1 萬 | 0.41% | 00.0% | 不變 |
| JBF Capital, Inc. | 5,000 | $147.1 萬 | 0.22% | 00.0% | 不變 |
| Van Diest Capital, LLC | 5,001 | $147.1 萬 | 1.16% | +1,289+34.7% | 加碼 |
| Marshall Financial Group LLC | 5,020 | $147.7 萬 | 0.24% | −646−11.4% | 減碼 |
| Beaumont Asset Management, L.L.C. | 5,027 | $147.9 萬 | 0.67% | +29+0.6% | 加碼 |
| CJM Wealth Advisers, Ltd. | 5,036 | $148.1 萬 | 0.45% | +175+3.6% | 加碼 |
| Oxler Private Wealth LLC | 5,041 | $148.3 萬 | 0.46% | +17+0.3% | 加碼 |
| Collaborative Fund Advisors, LLC | 5,046 | $148.4 萬 | 0.92% | +5,046 | 新進 |
| Cross Staff Investments Inc | 5,058 | $148.8 萬 | 0.98% | 00.0% | 不變 |
| Hall Laurie J Trustee | 5,064 | $149.0 萬 | 0.53% | −270−5.1% | 減碼 |
| Crusonia Wealth Advisors LLC | 5,065 | $149.0 萬 | 0.31% | +178+3.6% | 加碼 |
| Strategic Family Wealth Counselors, L.L.C. | 5,068 | $149.1 萬 | 0.39% | −3,622−41.7% | 減碼 |
| Ticino Wealth | 5,061 | $149.1 萬 | 0.52% | −444−8.1% | 減碼 |
| BIT Capital GmbH | 5,076 | $149.3 萬 | 0.08% | −958−15.9% | 減碼 |
| Viewpoint Capital Management LLC | 5,080 | $149.4 萬 | 0.70% | −1,400−21.6% | 減碼 |
| Sun Group Wealth Partners | 5,081 | $149.5 萬 | 1.18% | +1,642+47.7% | 加碼 |
| Garde Capital, Inc. | 5,082 | $149.5 萬 | 0.09% | −934−15.5% | 減碼 |
| Weinberger Asset Management, Inc | 5,090 | $149.7 萬 | 0.56% | −8−0.2% | 減碼 |
| Discipline Wealth Solutions, LLC | 5,098 | $150.0 萬 | 0.16% | +520+11.4% | 加碼 |
| Clarus Group, Inc. | 5,110 | $150.3 萬 | 0.54% | −55−1.1% | 減碼 |