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 |
|---|---|---|---|---|---|
| Sandbox Financial Partners, LLC | 5,750 | $169.1 萬 | 0.48% | −289−4.8% | 減碼 |
| Portland Investment Counsel Inc. | 5,752 | $169.2 萬 | 0.54% | +2,752+91.7% | 加碼 |
| 111 Capital | 5,757 | $169.3 萬 | 0.42% | +5,757 | 新進 |
| Johnson Financial Group, LLC | 5,758 | $169.4 萬 | 0.11% | +2,542+79.0% | 加碼 |
| Barden Capital Management, Inc. | 5,772 | $169.8 萬 | 1.45% | 00.0% | 不變 |
| Dutch Asset Corp | 5,784 | $170.2 萬 | 1.14% | +691+13.6% | 加碼 |
| PUREfi Wealth, LLC | 5,809 | $170.9 萬 | 1.12% | +160+2.8% | 加碼 |
| Sendero Wealth Management, LLC | 5,814 | $171.0 萬 | 0.19% | +96+1.7% | 加碼 |
| Harris Associates L P大師Oakmark（Harris Associates） | 5,815 | $171.1 萬 | 0.00% | −120−2.0% | 減碼 |
| Tilia Fiduciary Partners, Inc. | 5,833 | $171.6 萬 | 0.94% | −158−2.6% | 減碼 |
| Aspire Private Capital, LLC | 5,838 | $171.7 萬 | 0.39% | +72+1.2% | 加碼 |
| Darden Wealth Group Inc | 5,845 | $172.0 萬 | 0.88% | +1,175+25.2% | 加碼 |
| Cassia Capital Partners, LLC | 5,857 | $172.3 萬 | 0.89% | +171+3.0% | 加碼 |
| Dorsey Wright & Associates | 5,862 | $172.4 萬 | 0.21% | +5,862 | 新進 |
| Proffitt & Goodson Inc | 5,870 | $172.7 萬 | 0.27% | −255−4.2% | 減碼 |
| Shakespeare Wealth Management, Inc. | 5,872 | $172.7 萬 | 0.41% | +74+1.3% | 加碼 |
| Pinnacle Wealth Management, LLC | 5,877 | $172.9 萬 | 1.16% | −2,749−31.9% | 減碼 |
| RFP Financial Group LLC | 5,889 | $173.2 萬 | 0.94% | −647−9.9% | 減碼 |
| Ridge Creek Global, Inc | 5,890 | $173.3 萬 | 1.47% | 00.0% | 不變 |
| Manchester Financial Inc | 5,894 | $173.4 萬 | 0.33% | +107+1.8% | 加碼 |
| Gould Asset Management LLC | 5,901 | $173.6 萬 | 0.30% | +125+2.2% | 加碼 |
| Investment Partners Asset Management, Inc. | 5,906 | $173.7 萬 | 1.07% | +16+0.3% | 加碼 |
| Drake & Associates, LLC | 5,910 | $173.8 萬 | 0.33% | −2,554−30.2% | 減碼 |
| Silver Grove Financial Group, Inc. | 5,919 | $174.1 萬 | 1.40% | +278+4.9% | 加碼 |
| Blue Jean Financial LLC | 5,922 | $174.2 萬 | 1.44% | −206−3.4% | 減碼 |
| Parkway Wealth Management Group, LLC | 5,616 | $174.3 萬 | 0.22% | −83−1.5% | 減碼 |
| Lodestar Private Asset Management LLC | 5,938 | $174.7 萬 | 0.17% | −4−0.1% | 減碼 |
| Investment Research Partners LLC | 5,939 | $174.7 萬 | 0.71% | −367−5.8% | 減碼 |
| Alpha Family Trust | 5,950 | $175.0 萬 | 0.85% | 00.0% | 不變 |
| AGH Wealth Advisors, LLC | 5,963 | $175.4 萬 | 1.29% | −8−0.1% | 減碼 |
| Manske Wealth Management | 5,969 | $175.6 萬 | 0.49% | +206+3.6% | 加碼 |
| Alchemi Wealth, LLC | 5,968 | $175.6 萬 | 0.97% | +259+4.5% | 加碼 |
| Bluebird Wealth Management LLC | 5,972 | $175.7 萬 | 1.80% | −2,272−27.6% | 減碼 |
| Seven Mile Advisory | 5,973 | $175.7 萬 | 1.27% | −3,521−37.1% | 減碼 |
| Moller Financial Services | 5,981 | $175.9 萬 | 0.35% | +187+3.2% | 加碼 |
| Cascade Investment Group, Inc. | 5,984 | $176.0 萬 | 1.16% | +208+3.6% | 加碼 |
| Seamount Financial Group Inc | 5,985 | $176.1 萬 | 0.79% | +9+0.2% | 加碼 |
| Diligent Investors, LLC | 5,988 | $176.1 萬 | 0.44% | −17−0.3% | 減碼 |
| Hofer & Associates. Inc | 5,995 | $176.3 萬 | 0.95% | +252+4.4% | 加碼 |
| ARK & TLK Investments, LLC | 6,005 | $176.6 萬 | 0.48% | 00.0% | 不變 |
| Benchmark Financial Wealth Advisors, LLC | 6,018 | $177.0 萬 | 0.49% | +415+7.4% | 加碼 |
| McAdam, LLC | 6,020 | $177.1 萬 | 0.08% | +318+5.6% | 加碼 |
| CM Wealth Advisors LLC | 6,021 | $177.1 萬 | 0.38% | +103+1.7% | 加碼 |
| Northstar Financial Companies, Inc. | 6,031 | $177.4 萬 | 1.41% | +1,287+27.1% | 加碼 |
| Birmingham Capital Management Co Inc | 6,035 | $177.5 萬 | 0.75% | 00.0% | 不變 |
| Omnia Family Wealth, LLC | 6,035 | $177.5 萬 | 0.56% | −1,262−17.3% | 減碼 |
| Bay Rivers Group | 6,041 | $177.7 萬 | 0.74% | −30.0% | 減碼 |
| Requisite Capital Management, LLC | 6,041 | $177.7 萬 | 0.33% | −407−6.3% | 減碼 |
| Olistico Wealth, LLC | 6,057 | $178.2 萬 | 0.88% | +183+3.1% | 加碼 |
| Ethos Capital Management, Inc. | 6,059 | $178.2 萬 | 1.53% | +895+17.3% | 加碼 |
| Systematic Financial Management LP | 6,075 | $178.7 萬 | 0.04% | 00.0% | 不變 |
| OFS Enterprise LLC | 6,091 | $179.2 萬 | 0.53% | +6,091 | 新進 |
| Sentry LLC | 6,101 | $179.5 萬 | 0.57% | 00.0% | 不變 |
| St. Clair Advisors, LLC | 6,116 | $179.9 萬 | 0.48% | −75−1.2% | 減碼 |
| Navis Wealth Advisors, LLC | 6,120 | $180.0 萬 | 0.92% | −1,021−14.3% | 減碼 |
| Bluedoor Private Wealth, LLC | 6,121 | $180.1 萬 | 0.83% | +103+1.7% | 加碼 |
| Peoples Bank | 6,130 | $180.3 萬 | 1.81% | −65−1.0% | 減碼 |
| Wilkerson Advisory Group LLC | 6,130 | $180.3 萬 | 0.62% | +200+3.4% | 加碼 |
| Arwa LLC | 5,811 | $180.3 萬 | 0.89% | −625−9.7% | 減碼 |
| Delta Investment Management, LLC | 6,132 | $180.4 萬 | 0.32% | −2,021−24.8% | 減碼 |
| Centurion Wealth Management LLC | 6,142 | $180.7 萬 | 0.41% | −609−9.0% | 減碼 |
| JM2 Capital Inc. | 6,152 | $181.0 萬 | 1.50% | +5+0.1% | 加碼 |
| Barnes Pettey Financial Advisors, LLC | 6,155 | $181.1 萬 | 0.79% | +10.0% | 加碼 |
| Rosenberg Matthew Hamilton | 6,159 | $181.2 萬 | 0.37% | +430+7.5% | 加碼 |
| Baron Wealth Management LLC | 6,160 | $181.2 萬 | 0.54% | −258−4.0% | 減碼 |
| HMV Wealth Advisors, LLC | 6,164 | $181.3 萬 | 0.85% | +84+1.4% | 加碼 |
| Financial Partners Group, Inc | 6,169 | $181.5 萬 | 0.22% | +23+0.4% | 加碼 |
| Bingham Private Wealth, LLC | 6,171 | $181.5 萬 | 1.44% | −80−1.3% | 減碼 |
| Crew Capital Management, Ltd. | 6,173 | $181.6 萬 | 1.20% | −124−2.0% | 減碼 |
| Legacy Capital Wealth Partners, LLC | 6,175 | $181.6 萬 | 0.37% | +350+6.0% | 加碼 |
| SJS Investment Consulting Inc. | 6,181 | $181.8 萬 | 0.22% | −1,133−15.5% | 減碼 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 6,186 | $182.0 萬 | 0.75% | −1,455−19.0% | 減碼 |
| Ewa, LLC | 6,188 | $182.0 萬 | 0.41% | +290+4.9% | 加碼 |
| KilterHowling LLC | 6,195 | $182.2 萬 | 0.92% | +782+14.4% | 加碼 |
| Audent Global Asset Management, LLC | 6,208 | $182.6 萬 | 1.82% | −6,507−51.2% | 減碼 |
| Fielder Capital Group LLC | 6,220 | $183.0 萬 | 0.40% | −257−4.0% | 減碼 |
| Sippican Capital Advisors | 6,245 | $183.7 萬 | 1.26% | −245−3.8% | 減碼 |
| Global Assets Advisory, LLC | 14,132 | $184.0 萬 | 0.56% | +11,182+379.1% | 加碼 |
| BayBridge Capital Group, LLC | 5,724 | $184.5 萬 | 1.14% | 00.0% | 不變 |
| Knollwood Investment Advisory, LLC | 6,273 | $184.5 萬 | 0.19% | 00.0% | 不變 |
| Rogco, LP | 6,279 | $184.7 萬 | 0.62% | +1,004+19.0% | 加碼 |
| Longfellow Investment Management Co LLC | 6,281 | $184.8 萬 | 0.39% | +1,595+34.0% | 加碼 |
| D'Orazio & Associates, Inc. | 6,283 | $184.8 萬 | 0.24% | −71−1.1% | 減碼 |
| Powers Advisory Group, LLC | 6,287 | $184.9 萬 | 0.65% | −45−0.7% | 減碼 |
| Richard W. Paul & Associates, LLC | 6,287 | $185.0 萬 | 0.62% | +130+2.1% | 加碼 |
| Keynote Financial Services LLC | 6,289 | $185.0 萬 | 0.98% | 00.0% | 不變 |
| Range Advisory, LLC | 6,290 | $185.0 萬 | 0.34% | +2,439+63.3% | 加碼 |
| Berman McAleer LLC | 6,295 | $185.2 萬 | 0.25% | 00.0% | 不變 |
| Renasant Bank | 6,308 | $185.6 萬 | 1.31% | −36−0.6% | 減碼 |
| Colton Groome Financial Advisors, LLC | 6,334 | $186.3 萬 | 0.53% | +132+2.1% | 加碼 |
| Hickory Point Bank & Trust | 6,342 | $186.6 萬 | 1.23% | −281−4.2% | 減碼 |
| Capital Square, LLC | 6,064 | $187.0 萬 | 0.86% | −231−3.7% | 減碼 |
| Hamrick Investment Counsel, llc | 6,356 | $187.0 萬 | 1.04% | +63+1.0% | 加碼 |
| Access Financial Services, Inc. | 6,363 | $187.2 萬 | 0.66% | −114−1.8% | 減碼 |
| Evolution Wealth Advisors, LLC | 6,365 | $187.2 萬 | 0.19% | 00.0% | 不變 |
| Sun Financial Inc | 6,265 | $187.9 萬 | 0.94% | +20+0.3% | 加碼 |
| Miller Capital Partners, Inc. | 6,392 | $188.0 萬 | 0.91% | 00.0% | 不變 |
| Garrett Wealth Advisory Group, LLC | 6,396 | $188.1 萬 | 0.33% | +2,672+71.8% | 加碼 |
| Sunflower Bank, N.A. | 6,397 | $188.2 萬 | 0.48% | +9+0.1% | 加碼 |
| Virtue Asset Management LLC | 6,398 | $188.2 萬 | 1.50% | +634+11.0% | 加碼 |