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 |
|---|---|---|---|---|---|
| GWN Securities Inc. | 7,112 | $209.2 萬 | 0.40% | +719+11.2% | 加碼 |
| Edgemoor Investment Advisors, Inc. | 7,144 | $210.2 萬 | 0.17% | +98+1.4% | 加碼 |
| Howard Financial Services, Ltd. | 7,159 | $210.6 萬 | 0.24% | +918+14.7% | 加碼 |
| Acumen Wealth Advisors, LLC | 7,173 | $211.0 萬 | 0.57% | +4,526+171.0% | 加碼 |
| Altus Wealth Group LLC | 7,201 | $211.8 萬 | 0.87% | +606+9.2% | 加碼 |
| Cladis Investment Advisory, LLC | 7,203 | $211.9 萬 | 1.17% | −100−1.4% | 減碼 |
| Cornerstone National Bank & Trust Co | 7,175 | $211.9 萬 | 0.78% | −241−3.2% | 減碼 |
| Nabity-Jensen Investment Management Inc | 7,210 | $212.1 萬 | 1.47% | +818+12.8% | 加碼 |
| JFS Wealth Advisors, LLC | 7,223 | $212.5 萬 | 0.12% | −195−2.6% | 減碼 |
| Sterling Wealth Management, Inc. | 7,228 | $212.6 萬 | 0.58% | −10.0% | 減碼 |
| Riverbend Wealth Management, LLC | 7,228 | $212.6 萬 | 1.32% | +409+6.0% | 加碼 |
| Sutton Place Investors LLC | 7,237 | $212.9 萬 | 1.16% | +23+0.3% | 加碼 |
| Sageworth Trust Co | 7,247 | $213.2 萬 | 0.09% | +4,845+201.7% | 加碼 |
| EJMK Ventures LLC | 7,260 | $213.6 萬 | 1.19% | −1,316−15.3% | 減碼 |
| Hendershot Investments Inc. | 7,263 | $213.7 萬 | 0.29% | −50−0.7% | 減碼 |
| Secured Retirement Advisors, LLC | 7,282 | $214.2 萬 | 1.21% | −1,100−13.1% | 減碼 |
| Atom Investors LP | 7,287 | $214.4 萬 | 0.15% | +7,287 | 新進 |
| Intrua Financial, LLC | 7,297 | $214.7 萬 | 0.23% | −583−7.4% | 減碼 |
| Heartwood Wealth Advisors LLC | 7,304 | $214.9 萬 | 0.19% | +6+0.1% | 加碼 |
| Gilpin Wealth Management, LLC | 7,306 | $214.9 萬 | 1.70% | −70−0.9% | 減碼 |
| Sather Financial Group Inc | 7,307 | $214.9 萬 | 0.13% | −98−1.3% | 減碼 |
| Balance Wealth, LLC | 7,311 | $215.1 萬 | 0.67% | +6+0.1% | 加碼 |
| Kirtland Hills Capital Management, LLC | 6,889 | $215.4 萬 | 0.68% | +9+0.1% | 加碼 |
| bLong Financial, LLC | 7,325 | $215.5 萬 | 1.63% | −100−1.3% | 減碼 |
| Wincap Financial LLC | 7,330 | $215.6 萬 | 1.43% | +659+9.9% | 加碼 |
| Tortoise Investment Management, LLC | 7,346 | $216.1 萬 | 0.18% | −458−5.9% | 減碼 |
| 5th Street Advisors, LLC | 7,362 | $216.6 萬 | 0.94% | −39−0.5% | 減碼 |
| Armor Investment Advisors, LLC | 7,364 | $216.6 萬 | 0.78% | +10.0% | 加碼 |
| Moment Partners, LLC | 7,367 | $216.7 萬 | 0.39% | −132−1.8% | 減碼 |
| Altman Advisors, Inc. | 7,374 | $216.9 萬 | 0.90% | −1,667−18.4% | 減碼 |
| Ames National Corp | 7,405 | $217.0 萬 | 1.31% | −325−4.2% | 減碼 |
| Phillips Wealth Planners LLC | 7,241 | $217.2 萬 | 1.63% | −200−2.7% | 減碼 |
| South Plains Financial, Inc. | 7,400 | $217.7 萬 | 1.27% | +290+4.1% | 加碼 |
| Garrison Point Advisors, LLC | 7,401 | $217.7 萬 | 0.99% | −113−1.5% | 減碼 |
| CPA Asset Management LLC | 7,403 | $217.8 萬 | 0.73% | −2,000−21.3% | 減碼 |
| Atticus Wealth Management, LLC | 7,413 | $218.1 萬 | 0.59% | −409−5.2% | 減碼 |
| Five Oceans Advisors | 7,417 | $218.2 萬 | 0.79% | −16−0.2% | 減碼 |
| General Partner, Inc. | 7,422 | $218.3 萬 | 1.33% | −250−3.3% | 減碼 |
| Mach-1 Financial Group, Inc. | 7,427 | $218.5 萬 | 0.77% | −13,287−64.1% | 減碼 |
| Root Financial Partners, LLC | 7,439 | $218.8 萬 | 0.10% | +687+10.2% | 加碼 |
| Adelphi Trust Co | 7,442 | $218.9 萬 | 1.78% | +293+4.1% | 加碼 |
| Monticello Wealth Management, LLC | 7,448 | $219.1 萬 | 0.14% | −1,322−15.1% | 減碼 |
| Petros Family Wealth, LLC | 7,456 | $219.3 萬 | 1.56% | −641−7.9% | 減碼 |
| Thrive Wealth Management, LLC | 7,466 | $219.6 萬 | 0.33% | +215+3.0% | 加碼 |
| Syntegra Private Wealth Group, LLC | 7,475 | $219.9 萬 | 0.21% | −442−5.6% | 減碼 |
| CFO4Life Group, LLC | 7,488 | $220.3 萬 | 0.34% | −2,241−23.0% | 減碼 |
| Mason & Associates Inc | 7,767 | $220.4 萬 | 0.43% | −560−6.7% | 減碼 |
| Weaver C. Barksdale & Associates, Inc. | 7,503 | $220.8 萬 | 2.11% | +428+6.0% | 加碼 |
| Onefund, LLC | 7,480 | $220.9 萬 | 1.43% | −793−9.6% | 減碼 |
| Bullock Wealth Management Group | 7,485 | $221.1 萬 | 1.11% | +425+6.0% | 加碼 |
| WJ Financial Advisors LLC | 7,517 | $221.1 萬 | 1.79% | +1,660+28.3% | 加碼 |
| Forteris Wealth Management Inc. | 7,520 | $221.2 萬 | 2.12% | −209−2.7% | 減碼 |
| BHK Investment Advisors, LLC | 7,535 | $221.7 萬 | 0.74% | +59+0.8% | 加碼 |
| Total Wealth Planning & Management, Inc. | 7,535 | $221.7 萬 | 1.76% | +136+1.8% | 加碼 |
| Vista Capital Partners, Inc. | 7,537 | $221.7 萬 | 0.22% | +1,183+18.6% | 加碼 |
| Trilogy Capital Inc. | 7,549 | $222.1 萬 | 0.10% | +427+6.0% | 加碼 |
| Karras Company, Inc. | 7,554 | $222.2 萬 | 2.25% | +163+2.2% | 加碼 |
| Old Point Trust & Financial Services N A | 7,566 | $222.6 萬 | 0.71% | +1,023+15.6% | 加碼 |
| Seeds Investor LLC | 7,157 | $222.7 萬 | 0.30% | +724+11.3% | 加碼 |
| Regent Peak Wealth Advisors LLC | 7,583 | $223.1 萬 | 0.45% | +232+3.2% | 加碼 |
| Fi3 FINANCIAL ADVISORS, LLC | 7,601 | $223.6 萬 | 0.65% | +1,001+15.2% | 加碼 |
| Saiph Capital, LLC | 7,605 | $223.7 萬 | 0.85% | −40−0.5% | 減碼 |
| Holistic Planning, LLC | 7,611 | $223.9 萬 | 0.45% | −122−1.6% | 減碼 |
| Wealth Dimensions Group, Ltd. | 7,613 | $223.9 萬 | 0.44% | +129+1.7% | 加碼 |
| Eukles Asset Management | 7,628 | $224.4 萬 | 1.00% | −1,507−16.5% | 減碼 |
| Defined Wealth Management, LLC | 7,634 | $224.6 萬 | 1.32% | −22−0.3% | 減碼 |
| Castle Wealth Management LLC | 7,649 | $225.0 萬 | 0.73% | −37−0.5% | 減碼 |
| Weiss Asset Management LP | 7,670 | $225.6 萬 | 0.04% | +7,670 | 新進 |
| KRS Capital Management, LLC | 7,674 | $225.8 萬 | 1.38% | +31+0.4% | 加碼 |
| QTR Family Wealth, LLC | 7,266 | $226.1 萬 | 0.94% | −171−2.3% | 減碼 |
| Trust Co of the South | 7,706 | $226.7 萬 | 0.36% | +131+1.7% | 加碼 |
| Global Trust Asset Management, LLC | 7,717 | $227.0 萬 | 0.87% | −208−2.6% | 減碼 |
| Promethium Advisors,llc | 7,724 | $227.2 萬 | 1.18% | +365+5.0% | 加碼 |
| R.H. Investment Group, LLC | 7,390 | $227.6 萬 | 1.76% | 00.0% | 不變 |
| Cornerstone Planning Group LLC | 7,358 | $227.6 萬 | 0.30% | +266+3.8% | 加碼 |
| Gilman Hill Asset Management, LLC | 7,744 | $227.8 萬 | 0.34% | −282−3.5% | 減碼 |
| Landmark Wealth Management, LLC | 7,745 | $227.8 萬 | 0.61% | +7,745 | 新進 |
| Westfuller Advisors, LLC | 7,747 | $227.9 萬 | 0.98% | +837+12.1% | 加碼 |
| Game Creek Capital, LP | 7,750 | $228.0 萬 | 0.87% | −250−3.1% | 減碼 |
| China Universal Asset Management Co., Ltd. | 7,752 | $228.0 萬 | 0.17% | +583+8.1% | 加碼 |
| Syntax Research, Inc. | 7,752 | $228.0 萬 | 1.45% | −104−1.3% | 減碼 |
| American State Bank (Iowa) | 7,766 | $228.4 萬 | 1.10% | +62+0.8% | 加碼 |
| W Advisors, LLC | 7,772 | $228.6 萬 | 1.17% | −399−4.9% | 減碼 |
| Storen Legacy Partners, LLC | 7,773 | $228.6 萬 | 0.72% | −91−1.2% | 減碼 |
| Northwest Wealth Management, LLC | 7,773 | $228.6 萬 | 0.34% | −28−0.4% | 減碼 |
| Transamerica Financial Advisors, Inc. | 7,777 | $228.8 萬 | 0.19% | +950+13.9% | 加碼 |
| Paulson Wealth Management Inc. | 7,803 | $229.5 萬 | 0.54% | −296−3.7% | 減碼 |
| Walled Lake Planning & Wealth Management, LLC | 7,807 | $229.7 萬 | 0.67% | −309−3.8% | 減碼 |
| Rational Advisors LLC | 7,824 | $230.2 萬 | 0.23% | +2,360+43.2% | 加碼 |
| Orographic Financial Advisors, LLC | 7,830 | $230.3 萬 | 1.63% | +7,830 | 新進 |
| Annandale Capital, LLC | 7,842 | $230.7 萬 | 0.38% | +6,816+664.3% | 加碼 |
| Leo Wealth, LLC | 7,847 | $230.8 萬 | 0.17% | −772−9.0% | 減碼 |
| PFC Capital Group, Inc. | 7,851 | $230.9 萬 | 1.02% | −4−0.1% | 減碼 |
| Stanley-Laman Group, Ltd. | 7,870 | $231.5 萬 | 0.29% | +320+4.2% | 加碼 |
| Elser Financial Planning, Inc | 7,953 | $231.6 萬 | 0.11% | +7,953 | 新進 |
| MBA Advisors LLC | 7,879 | $231.8 萬 | 0.89% | −16−0.2% | 減碼 |
| Ti-Trust, Inc | 7,895 | $232.2 萬 | 1.38% | −12−0.2% | 減碼 |
| Abacus Wealth Partners, LLC | 7,900 | $232.4 萬 | 0.21% | −190−2.3% | 減碼 |
| Kozak & Associates, Inc. | 7,419 | $232.7 萬 | 0.45% | −6−0.1% | 減碼 |
| First National Bank & Trust Co of Newtown | 7,929 | $233.2 萬 | 0.50% | +150+1.9% | 加碼 |