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 |
|---|---|---|---|---|---|
| Sterneck Capital Management, LLC | 5,110 | $150.3 萬 | 0.67% | 00.0% | 不變 |
| Wagner Wealth Management, LLC | 5,135 | $151.0 萬 | 0.31% | +20+0.4% | 加碼 |
| Madison Wealth Partners, Inc | 5,149 | $151.5 萬 | 0.24% | +424+9.0% | 加碼 |
| CORDA Investment Management, LLC. | 5,159 | $151.8 萬 | 0.10% | −685−11.7% | 減碼 |
| Wellington-Altus USA Inc. | 4,639 | $151.8 萬 | 0.90% | −1,345−22.5% | 減碼 |
| First National Bank | 5,178 | $152.3 萬 | 0.76% | −26−0.5% | 減碼 |
| Fairvoy Private Wealth, LLC | 5,179 | $152.3 萬 | 0.36% | −39−0.7% | 減碼 |
| A4 Wealth Advisors LLC | 5,181 | $152.4 萬 | 1.27% | +24+0.5% | 加碼 |
| Hurlow Wealth Management Group, Inc. | 5,191 | $152.7 萬 | 0.36% | +10.0% | 加碼 |
| Latitude Advisors, LLC | 5,193 | $152.8 萬 | 0.70% | −88−1.7% | 減碼 |
| Mattern Capital Management, LLC | 5,195 | $152.8 萬 | 0.18% | +218+4.4% | 加碼 |
| Arthur M. Cohen & Associates, LLC | 5,177 | $152.9 萬 | 0.27% | −32−0.6% | 減碼 |
| GatePass Capital, LLC | 5,202 | $153.0 萬 | 0.74% | +809+18.4% | 加碼 |
| Sandro Wealth Management LLC | 5,203 | $153.0 萬 | 1.23% | +516+11.0% | 加碼 |
| Voisard Asset Management Group, Inc. | 5,203 | $153.0 萬 | 0.33% | +156+3.1% | 加碼 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 5,214 | $153.4 萬 | 0.52% | +534+11.4% | 加碼 |
| Dempze Nancy E | 5,228 | $153.8 萬 | 0.84% | 00.0% | 不變 |
| Advisory Research Inc | 5,234 | $154.0 萬 | 0.19% | −346−6.2% | 減碼 |
| Cynosure Management, LLC | 5,235 | $154.0 萬 | 0.19% | −1,449−21.7% | 減碼 |
| Round Rock Advisors, LLC | 5,250 | $154.4 萬 | 0.24% | +149+2.9% | 加碼 |
| Private Wealth Advisors | 5,251 | $154.5 萬 | 0.43% | −11−0.2% | 減碼 |
| OneAscent Family Office, LLC | 5,263 | $154.8 萬 | 1.08% | +1,238+30.8% | 加碼 |
| Blue Line Capital, LLC | 5,265 | $154.9 萬 | 1.75% | +531+11.2% | 加碼 |
| M.E. Allison & Co., Inc. | 5,273 | $155.1 萬 | 1.03% | −347−6.2% | 減碼 |
| Oliver Luxxe Assets LLC | 5,274 | $155.1 萬 | 0.23% | −126−2.3% | 減碼 |
| Uniting Wealth Partners, LLC | 5,279 | $155.3 萬 | 0.33% | +98+1.9% | 加碼 |
| COFG Advisors, LLC | 5,288 | $155.5 萬 | 0.38% | +50+1.0% | 加碼 |
| Councilmark Asset Management, LLC | 5,293 | $155.7 萬 | 0.89% | 00.0% | 不變 |
| Lionsbridge Wealth Management LLC | 5,294 | $155.7 萬 | 1.57% | +108+2.1% | 加碼 |
| New World Advisors LLC | 5,305 | $156.1 萬 | 0.27% | −345−6.1% | 減碼 |
| Unified Investment Management | 5,310 | $156.2 萬 | 1.61% | −282−5.0% | 減碼 |
| Fidelity D & D Bancorp Inc | 5,315 | $156.3 萬 | 0.63% | −115−2.1% | 減碼 |
| BCJ Capital Management, LLC | 5,320 | $156.5 萬 | 0.08% | +103+2.0% | 加碼 |
| Aventura Private Wealth, LLC | 5,336 | $157.0 萬 | 0.57% | +133+2.6% | 加碼 |
| Jacobsen Capital Management | 5,341 | $157.1 萬 | 0.53% | 00.0% | 不變 |
| Sage Investment Counsel LLC | 5,342 | $157.1 萬 | 1.74% | −100−1.8% | 減碼 |
| Elgethun Capital Management | 5,345 | $157.2 萬 | 0.26% | +10.0% | 加碼 |
| Clifford Group, LLC | 5,356 | $157.6 萬 | 1.21% | +46+0.9% | 加碼 |
| Horizon Wealth Management, LLC | 5,361 | $157.7 萬 | 0.23% | +16+0.3% | 加碼 |
| Sander Capital Advisors Inc | 5,375 | $158.1 萬 | 0.92% | −280−5.0% | 減碼 |
| Brucke Financial, Inc. | 5,375 | $158.1 萬 | 0.80% | −312−5.5% | 減碼 |
| Truvestments Capital LLC | 5,376 | $158.1 萬 | 0.29% | +101+1.9% | 加碼 |
| Legal Advantage Investments, Inc. | 5,378 | $158.2 萬 | 0.82% | 00.0% | 不變 |
| Westhampton Capital, LLC | 5,378 | $158.2 萬 | 0.74% | +140+2.7% | 加碼 |
| Curated Wealth Partners LLC | 5,379 | $158.2 萬 | 0.20% | −909−14.5% | 減碼 |
| Syverson Strege & Co | 5,388 | $158.5 萬 | 0.38% | −24−0.4% | 減碼 |
| Global Trust Wealth Management LLC | 5,396 | $158.7 萬 | 1.20% | −502−8.5% | 減碼 |
| Portland Global Advisors LLC | 5,410 | $159.1 萬 | 0.17% | +252+4.9% | 加碼 |
| Aurora Private Wealth, Inc. | 4,953 | $159.3 萬 | 1.13% | 00.0% | 不變 |
| Fullerton Fund Management Co Ltd. | 5,438 | $160.0 萬 | 0.13% | −315,141−98.3% | 減碼 |
| Garden State Investment Advisory Services LLC | 5,425 | $160.2 萬 | 0.38% | +205+3.9% | 加碼 |
| Proathlete Wealth Management LLC | 5,450 | $160.3 萬 | 0.44% | −29−0.5% | 減碼 |
| Wilkins Miller Wealth Management, LLC | 5,453 | $160.4 萬 | 0.97% | −162−2.9% | 減碼 |
| Providence First Trust Co | 5,462 | $160.7 萬 | 0.56% | −1,515−21.7% | 減碼 |
| Excelsior Advisor Network LLC | 5,480 | $161.2 萬 | 0.62% | +136+2.5% | 加碼 |
| Raleigh Capital Management Inc. | 5,483 | $161.3 萬 | 0.56% | −872−13.7% | 減碼 |
| MinichMacGregor Wealth Management, LLC | 5,486 | $161.4 萬 | 0.28% | −1,010−15.5% | 減碼 |
| Old North State Trust, LLC | 5,491 | $161.5 萬 | 0.96% | −87−1.6% | 減碼 |
| Richardson Financial Services Inc. | 5,492 | $161.6 萬 | 1.01% | +178+3.3% | 加碼 |
| Crown Wealth Group, LLC | 5,505 | $161.9 萬 | 0.48% | +145+2.7% | 加碼 |
| Financial Council Asset Management Inc | 5,525 | $162.5 萬 | 0.63% | −31−0.6% | 減碼 |
| Grant Street Asset Management, Inc. | 5,534 | $162.8 萬 | 0.31% | −250−4.3% | 減碼 |
| New Covenant Trust Company, N.A. | 5,535 | $162.8 萬 | 1.45% | +351+6.8% | 加碼 |
| Cravens & Co Advisors, LLC | 5,536 | $162.9 萬 | 1.06% | +117+2.2% | 加碼 |
| McDonough Capital Management, Inc | 5,552 | $163.3 萬 | 0.89% | +554+11.1% | 加碼 |
| Amplius Wealth Advisors, LLC | 5,560 | $163.5 萬 | 0.14% | −45−0.8% | 減碼 |
| Silvia McColl Wealth Management, LLC | 5,567 | $163.8 萬 | 1.08% | −30−0.5% | 減碼 |
| Baring Financial LLC | 5,568 | $163.8 萬 | 1.00% | −10.0% | 減碼 |
| Yoffe Investment Management, LLC | 5,569 | $163.8 萬 | 2.10% | +4+0.1% | 加碼 |
| Kennedy Investment Group | 5,578 | $164.1 萬 | 0.64% | +330+6.3% | 加碼 |
| Axiom Investment Management LLC | 5,580 | $164.2 萬 | 1.25% | +5,580 | 新進 |
| Black Swift Group, LLC | 5,590 | $164.4 萬 | 0.29% | −11,550−67.4% | 減碼 |
| Corsicana & Co. | 6,706 | $164.5 萬 | 1.04% | +190+2.9% | 加碼 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 5,610 | $165.0 萬 | 0.85% | +110+2.0% | 加碼 |
| Ark Wealth Advisors LLC | 5,621 | $165.4 萬 | 1.64% | +329+6.2% | 加碼 |
| Eagle Strategies LLC | 5,639 | $165.9 萬 | 0.20% | +149+2.7% | 加碼 |
| WealthTrust Axiom LLC | 5,643 | $166.0 萬 | 0.41% | −80−1.4% | 減碼 |
| Brave Warrior Advisors, LLC | 5,643 | $166.0 萬 | 0.04% | 00.0% | 不變 |
| 55 North Private Wealth, LLC | 5,645 | $166.0 萬 | 0.43% | −133−2.3% | 減碼 |
| Fell Capital Management | 5,645 | $166.1 萬 | 1.58% | −150−2.6% | 減碼 |
| DV Trading LLC | 5,656 | $166.4 萬 | 0.15% | +5,376+1,920.0% | 加碼 |
| Evansbrook LLC | 5,659 | $166.5 萬 | 1.11% | +174+3.2% | 加碼 |
| RMR Capital Management, LLC | 5,677 | $167.0 萬 | 1.21% | 00.0% | 不變 |
| Legacy Financial Strategies, LLC | 5,683 | $167.2 萬 | 0.30% | −16−0.3% | 減碼 |
| Capital Investment Counsel, Inc | 5,683 | $167.2 萬 | 0.20% | −40−0.7% | 減碼 |
| Morris Retirement Advisors, LLC | 5,686 | $167.3 萬 | 0.68% | +143+2.6% | 加碼 |
| DB&C Advisors, LLC | 5,686 | $167.3 萬 | 2.17% | +2,969+109.3% | 加碼 |
| Fortis Group Advisors, LLC | 5,390 | $167.4 萬 | 0.28% | −2,192−28.9% | 減碼 |
| Coastal Investment Advisors, Inc. | 5,691 | $167.4 萬 | 0.58% | −1,077−15.9% | 減碼 |
| Hurley Capital, LLC | 5,696 | $167.6 萬 | 0.90% | −201−3.4% | 減碼 |
| One + One Wealth Management, LLC | 5,702 | $167.7 萬 | 0.71% | −2,017−26.1% | 減碼 |
| Evernest Financial Advisors, LLC | 5,386 | $167.8 萬 | 0.35% | −194−3.5% | 減碼 |
| Bridgewealth Advisory Group, LLC | 5,714 | $168.1 萬 | 0.35% | +12+0.2% | 加碼 |
| Avalon Trust Co | 5,720 | $168.3 萬 | 0.12% | +1,149+25.1% | 加碼 |
| Birchcreek Wealth Management, LLC | 5,721 | $168.3 萬 | 0.81% | 00.0% | 不變 |
| Spectrum Strategic Capital Management, LLC | 5,722 | $168.3 萬 | 0.91% | +140+2.5% | 加碼 |
| Gerber, LLC | 5,725 | $168.4 萬 | 0.95% | +366+6.8% | 加碼 |
| Nadler Financial Group, Inc. | 5,727 | $168.5 萬 | 0.16% | −345−5.7% | 減碼 |
| Willner & Heller, LLC | 5,727 | $168.5 萬 | 1.26% | +820+16.7% | 加碼 |
| Tennessee Valley Asset Management Partners | 5,742 | $168.9 萬 | 0.22% | +317+5.8% | 加碼 |