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 |
|---|---|---|---|---|---|
| Patriot Investment Management Inc. | 6,409 | $188.5 萬 | 0.12% | +9+0.1% | 加碼 |
| Tandem Investment Partners LLC | 6,415 | $188.7 萬 | 1.60% | −130−2.0% | 減碼 |
| Granite Harbor Advisors, Inc. | 6,417 | $188.8 萬 | 0.82% | +76+1.2% | 加碼 |
| Milestone Asset Management, LLC | 6,420 | $188.9 萬 | 0.35% | −23,919−78.8% | 減碼 |
| Wiser Advisor Group LLC | 6,438 | $189.4 萬 | 2.29% | +20.0% | 加碼 |
| Sunburst Financial Group, LLC | 6,442 | $189.5 萬 | 0.36% | +84+1.3% | 加碼 |
| Kingdom Financial Group LLC. | 6,448 | $189.7 萬 | 0.54% | −876−12.0% | 減碼 |
| Lloyd Advisory Services, LLC. | 6,448 | $189.7 萬 | 0.54% | +5,960+1,221.3% | 加碼 |
| Crumly & Associates Inc. | 6,466 | $190.2 萬 | 0.40% | +464+7.7% | 加碼 |
| Solstein Capital, LLC | 6,473 | $190.4 萬 | 0.78% | +80+1.3% | 加碼 |
| Palogic Value Management, L.P. | 6,474 | $190.4 萬 | 0.83% | −150−2.3% | 減碼 |
| Meadowbrook Wealth Management, LLC | 6,483 | $190.7 萬 | 2.53% | −815−11.2% | 減碼 |
| LVZ Advisors, Inc. | 6,500 | $191.2 萬 | 0.22% | +73+1.1% | 加碼 |
| Deseret Mutual Benefit Administrators | 6,506 | $191.4 萬 | 0.65% | +2,957+83.3% | 加碼 |
| Carlson Capital L P | 6,515 | $191.6 萬 | 0.76% | +1,415+27.7% | 加碼 |
| Concentric Capital Strategies, LP | 6,542 | $192.4 萬 | 0.17% | +3,220+96.9% | 加碼 |
| Principal Street Partners, LLC | 6,558 | $192.9 萬 | 0.31% | −49−0.7% | 減碼 |
| Frazier Financial Advisors, LLC | 6,576 | $193.4 萬 | 1.07% | +201+3.2% | 加碼 |
| Talisman Wealth Advisors LLC | 6,585 | $193.7 萬 | 1.56% | −415−5.9% | 減碼 |
| Activest Wealth Management | 6,588 | $193.8 萬 | 0.34% | +1,972+42.7% | 加碼 |
| Colter Lewis Investment Partners LLC | 6,588 | $193.8 萬 | 1.82% | +2,387+56.8% | 加碼 |
| Finward Bancorp | 6,593 | $193.9 萬 | 1.55% | −16−0.2% | 減碼 |
| Colonial River Wealth Management, LLC | 6,595 | $194.0 萬 | 0.69% | +33+0.5% | 加碼 |
| West Bancorporation Inc | 6,600 | $194.1 萬 | 0.97% | −901−12.0% | 減碼 |
| Hexagon Capital Partners LLC | 6,606 | $194.3 萬 | 0.28% | +6,606 | 新進 |
| Montis Financial, LLC | 6,611 | $194.5 萬 | 0.40% | +34+0.5% | 加碼 |
| Pflug Koory, LLC | 6,617 | $194.6 萬 | 0.89% | −10.0% | 減碼 |
| McGuire Capital Advisors Inc | 6,622 | $194.8 萬 | 1.25% | −1,657−20.0% | 減碼 |
| Limestone Investment Advisors LP | 6,652 | $195.7 萬 | 0.96% | +6,652 | 新進 |
| Verum Partners LLC | 6,659 | $195.9 萬 | 0.37% | +711+12.0% | 加碼 |
| Carr Financial Group Corp | 6,662 | $196.0 萬 | 0.52% | −52−0.8% | 減碼 |
| Disciplined Investors, L.L.C. | 6,666 | $196.1 萬 | 1.17% | +234+3.6% | 加碼 |
| Aspen Grove Capital, LLC | 6,668 | $196.2 萬 | 0.38% | +19+0.3% | 加碼 |
| BXM Wealth LLC | 6,674 | $196.3 萬 | 1.51% | −51,233−88.5% | 減碼 |
| Flagstone Financial Management | 6,694 | $196.9 萬 | 0.49% | +3,152+89.0% | 加碼 |
| Laurion Capital Management LP | 6,695 | $196.9 萬 | 0.18% | +6,695 | 新進 |
| Rainier Family Wealth Inc | 6,698 | $197.0 萬 | 1.32% | −210−3.0% | 減碼 |
| CoreFirst Bank & Trust | 6,702 | $197.1 萬 | 1.05% | −560−7.7% | 減碼 |
| Keyes, Stange & Wooten Wealth Management, LLC | 6,716 | $197.6 萬 | 0.88% | +514+8.3% | 加碼 |
| Gallagher Fiduciary Advisors, LLC | 6,722 | $197.7 萬 | 0.08% | −70−1.0% | 減碼 |
| Berry Wealth Group, LP | 6,746 | $198.4 萬 | 7.42% | −378−5.3% | 減碼 |
| Brian Low Financial Group, LLC | 6,749 | $198.5 萬 | 1.35% | −4,267−38.7% | 減碼 |
| Thompson David Blair | 6,752 | $198.6 萬 | 1.14% | −4,140−38.0% | 減碼 |
| Galaxy Digital Capital Management GP LLC | 6,753 | $198.6 萬 | 2.56% | +60+0.9% | 加碼 |
| Werba Rubin Papier Wealth Management | 6,754 | $198.7 萬 | 0.28% | +886+15.1% | 加碼 |
| Up Strategic Wealth Investment Advisors LLC | 6,494 | $198.9 萬 | 1.25% | +1,035+19.0% | 加碼 |
| Coquina Private Wealth LLC | 6,763 | $198.9 萬 | 1.60% | −79−1.2% | 減碼 |
| Patron Partners Advisors, LLC | 6,770 | $199.1 萬 | 0.88% | −74−1.1% | 減碼 |
| Legacy Capital Group California, Inc. | 6,771 | $199.2 萬 | 0.76% | −6,919−50.5% | 減碼 |
| TFC Financial Management | 6,772 | $199.2 萬 | 0.25% | +150+2.3% | 加碼 |
| Cascades Capital Asset Management, LLC | 6,775 | $199.3 萬 | 0.84% | −149−2.2% | 減碼 |
| Fjell Capital, LLC | 6,781 | $199.5 萬 | 1.53% | +372+5.8% | 加碼 |
| Jefferson Bridge Capital, LLC | 6,785 | $199.6 萬 | 1.98% | 00.0% | 不變 |
| Menard Financial Group LLC | 6,786 | $199.6 萬 | 1.39% | +29+0.4% | 加碼 |
| Elevation Advisory Partners LLC | 6,656 | $199.9 萬 | 1.87% | +6,656 | 新進 |
| Christine Messmer PC | 6,796 | $199.9 萬 | 1.28% | +180+2.7% | 加碼 |
| Winmill & Co. Inc | 6,800 | $200.0 萬 | 0.58% | 00.0% | 不變 |
| Orca Investment Management, LLC | 6,808 | $200.3 萬 | 1.70% | −303−4.3% | 減碼 |
| McLean Asset Management Corp | 6,811 | $200.3 萬 | 0.35% | −845−11.0% | 減碼 |
| Alhambra Investment Partners LLC | 6,812 | $200.4 萬 | 0.93% | −357−5.0% | 減碼 |
| Shepherd Street Advisors LLC | 6,815 | $200.5 萬 | 1.98% | +72+1.1% | 加碼 |
| McNaughton Wealth Management, LLC | 6,816 | $200.5 萬 | 0.83% | +381+5.9% | 加碼 |
| Traveka Wealth, LLC | 6,820 | $200.6 萬 | 0.77% | −25−0.4% | 減碼 |
| Beacon Investment Advisors LLC | 6,830 | $200.9 萬 | 0.76% | +30.0% | 加碼 |
| Florida Financial Advisors, LLC | 6,834 | $201.1 萬 | 0.48% | −9,603−58.4% | 減碼 |
| TLWM | 6,848 | $201.4 萬 | 0.36% | +252+3.8% | 加碼 |
| Vigilare Wealth Management | 6,852 | $201.6 萬 | 0.68% | −1,248−15.4% | 減碼 |
| Ridgecrest Wealth Partners, LLC | 6,867 | $202.0 萬 | 1.11% | +10.0% | 加碼 |
| Aviso Wealth Management | 6,877 | $202.3 萬 | 0.91% | −645−8.6% | 減碼 |
| ABLE Financial Group, LLC | 6,880 | $202.4 萬 | 0.40% | −402−5.5% | 減碼 |
| Granite Islands Private Wealth, LLC | 6,923 | $202.6 萬 | 1.87% | +663+10.6% | 加碼 |
| Roehl & Yi Investment Advisors, LLC | 6,896 | $202.9 萬 | 0.76% | +1,012+17.2% | 加碼 |
| Fairscale Capital, LLC | 6,904 | $203.1 萬 | 1.40% | +40+0.6% | 加碼 |
| Fortress Private Ledger, LLC | 6,905 | $203.1 萬 | 0.64% | +463+7.2% | 加碼 |
| McIlrath & Eck, LLC | 6,936 | $204.0 萬 | 0.15% | −132−1.9% | 減碼 |
| Crescent Grove Advisors, LLC | 6,939 | $204.1 萬 | 0.20% | −630−8.3% | 減碼 |
| Arbor Capital Management Inc | 6,699 | $204.1 萬 | 1.66% | +108+1.6% | 加碼 |
| Cahill Financial Advisors Inc | 6,948 | $204.4 萬 | 0.22% | +83+1.2% | 加碼 |
| Guardian Investment Management | 6,953 | $204.5 萬 | 1.66% | −1,281−15.6% | 減碼 |
| New England Research & Management, Inc. | 6,976 | $205.2 萬 | 0.87% | +5,887+540.6% | 加碼 |
| BCV Asset Management Inc. | 6,982 | $205.3 萬 | 0.07% | +6,982 | 新進 |
| Argyle Capital Partners, LLC | 6,980 | $205.3 萬 | 1.48% | +345+5.2% | 加碼 |
| Symphony Financial Services, Inc. | 6,987 | $205.4 萬 | 1.05% | +579+9.0% | 加碼 |
| Rossby Financial, LCC | 6,953 | $205.4 萬 | 0.43% | +1,486+27.2% | 加碼 |
| Potomac Fund Management Inc | 6,993 | $205.7 萬 | 0.07% | +159+2.3% | 加碼 |
| Topsail Wealth Management, LLC | 6,993 | $205.7 萬 | 0.30% | +137+2.0% | 加碼 |
| SC&H Financial Advisors, Inc. | 6,996 | $205.8 萬 | 0.31% | +10.0% | 加碼 |
| Buckland Partners Management Co LLC | 7,000 | $205.9 萬 | 1.25% | 00.0% | 不變 |
| Oak Grove Capital LLC | 7,000 | $205.9 萬 | 0.35% | +2,400+52.2% | 加碼 |
| Bulltick Wealth Management, LLC | 7,006 | $206.1 萬 | 0.46% | +2,509+55.8% | 加碼 |
| Westside Investment Management, Inc. | 7,008 | $206.2 萬 | 0.32% | −173−2.4% | 減碼 |
| Richard P Slaughter Associates Inc | 7,020 | $206.5 萬 | 0.45% | −167−2.3% | 減碼 |
| Ruffer LLP | 7,000 | $206.5 萬 | 0.08% | 00.0% | 不變 |
| Security National Bank of Sioux City Iowa | 7,024 | $206.6 萬 | 1.22% | −56−0.8% | 減碼 |
| HBW Advisory Services LLC | 7,069 | $207.9 萬 | 0.22% | −175−2.4% | 減碼 |
| Armbruster Capital Management, Inc. | 7,090 | $208.6 萬 | 0.34% | +26+0.4% | 加碼 |
| Walleye Capital LLC | 7,091 | $208.6 萬 | 0.01% | +6,299+795.3% | 加碼 |
| May Hill Capital, LLC | 7,093 | $208.6 萬 | 0.52% | +1,282+22.1% | 加碼 |
| Abel Hall, LLC | 7,096 | $208.7 萬 | 0.44% | −4,152−36.9% | 減碼 |
| Aigen Investment Management, LP | 7,097 | $208.8 萬 | 0.54% | +7,097 | 新進 |