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 |
|---|---|---|---|---|---|
| One Wealth Advisors, LLC | 7,935 | $233.4 萬 | 0.29% | +306+4.0% | 加碼 |
| Northstar Group, Inc. | 7,940 | $233.6 萬 | 0.33% | +20+0.3% | 加碼 |
| V-Square Quantitative Management LLC | 7,942 | $233.6 萬 | 0.25% | +209+2.7% | 加碼 |
| Johnson & White Wealth Management, LLC | 7,942 | $233.6 萬 | 0.99% | −5−0.1% | 減碼 |
| Jmac Enterprises LLC | 7,956 | $234.0 萬 | 0.45% | +600+8.2% | 加碼 |
| Eley Financial Management, Inc | 7,964 | $234.3 萬 | 0.85% | −166−2.0% | 減碼 |
| First Heartland Consultants, Inc. | 7,975 | $234.6 萬 | 0.18% | −68−0.8% | 減碼 |
| Commons Capital, LLC | 7,997 | $235.2 萬 | 1.97% | +33+0.4% | 加碼 |
| GoodHaven Capital Management, LLC | 8,000 | $235.3 萬 | 0.82% | 00.0% | 不變 |
| Intercapital, LLC | 8,000 | $235.3 萬 | 1.30% | +8,000 | 新進 |
| Eaton Financial Holdings Company, LLC | 8,003 | $235.4 萬 | 0.77% | −1,700−17.5% | 減碼 |
| Baron Silver Stevens Financial Advisors, LLC | 8,015 | $235.8 萬 | 0.34% | −6,603−45.2% | 減碼 |
| Orion Capital Management LLC | 8,024 | $236.0 萬 | 0.81% | −50−0.6% | 減碼 |
| Whalen Wealth Management Inc. | 8,049 | $236.8 萬 | 1.27% | +4,490+126.2% | 加碼 |
| Midway Capital Research & Management | 8,050 | $236.8 萬 | 2.23% | +59+0.7% | 加碼 |
| Aspen Wealth Strategies, LLC | 8,055 | $237.0 萬 | 1.27% | −111−1.4% | 減碼 |
| Chancellor Financial Group WB LP | 8,065 | $237.2 萬 | 1.70% | −118−1.4% | 減碼 |
| Warm Springs Advisors Inc. | 8,067 | $237.3 萬 | 2.01% | 00.0% | 不變 |
| Accel Wealth Management | 8,083 | $237.8 萬 | 0.62% | −8−0.1% | 減碼 |
| Lantz Financial LLC | 8,083 | $237.8 萬 | 0.49% | −125−1.5% | 減碼 |
| TriaGen Wealth Management LLC | 8,087 | $237.9 萬 | 0.65% | −215−2.6% | 減碼 |
| Element Wealth, LLC | 8,093 | $238.1 萬 | 0.99% | −199−2.4% | 減碼 |
| Waterfront Wealth Inc. | 8,098 | $238.2 萬 | 0.44% | −1,829−18.4% | 減碼 |
| Summit Wealth & Retirement Planning, Inc. | 8,102 | $238.3 萬 | 0.57% | +25+0.3% | 加碼 |
| Kelly Lawrence W & Associates Inc | 8,103 | $238.4 萬 | 0.66% | 00.0% | 不變 |
| Tudor Financial Inc. | 8,130 | $239.2 萬 | 1.22% | +7+0.1% | 加碼 |
| Gilbert & Cook, Inc. | 8,142 | $239.5 萬 | 0.31% | −1,579−16.2% | 減碼 |
| Eagle Wealth Strategies LLC | 8,142 | $239.5 萬 | 1.05% | −58−0.7% | 減碼 |
| Asset Advisory Group, Inc. | 8,142 | $239.5 萬 | 1.20% | −10.0% | 減碼 |
| Farrow Financial Inc. | 8,142 | $239.5 萬 | 1.36% | −2,158−21.0% | 減碼 |
| Anchyra Partners LLC | 8,147 | $239.7 萬 | 0.73% | +331+4.2% | 加碼 |
| Tortuga Wealth Management, Inc | 8,148 | $239.7 萬 | 2.24% | +1,126+16.0% | 加碼 |
| Keystone Wealth Services, LLC | 8,167 | $240.2 萬 | 0.51% | −1,572−16.1% | 減碼 |
| Cheviot Value Management, LLC | 8,173 | $240.4 萬 | 0.24% | 00.0% | 不變 |
| Bath Savings Trust Co | 8,174 | $240.4 萬 | 0.26% | −1,910−18.9% | 減碼 |
| Fortitude Advisory Group L.L.C. | 8,193 | $241.0 萬 | 1.08% | +790+10.7% | 加碼 |
| Edgestream Partners, L.P. | 8,204 | $241.3 萬 | 0.08% | −16,358−66.6% | 減碼 |
| 626 Financial, LLC | 8,212 | $241.6 萬 | 1.08% | −1,111−11.9% | 減碼 |
| Physicians Financial Services, Inc. | 8,232 | $242.2 萬 | 0.66% | +455+5.9% | 加碼 |
| Dala Group, LLC | 8,234 | $242.3 萬 | 2.03% | −1,788−17.8% | 減碼 |
| Navellier & Associates Inc | 8,240 | $242.4 萬 | 0.25% | −197−2.3% | 減碼 |
| Alliance Private Wealth, LLC | 8,243 | $242.5 萬 | 0.87% | +70+0.9% | 加碼 |
| Evergreen Wealth Management, LLC | 8,247 | $242.6 萬 | 1.25% | +111+1.4% | 加碼 |
| Cavalier Investments, LLC | 8,249 | $242.7 萬 | 0.63% | −28,399−77.5% | 減碼 |
| Key Client Fiduciary Advisors, LLC | 8,259 | $242.9 萬 | 0.83% | +139+1.7% | 加碼 |
| BlackDiamond Wealth Management Inc. | 8,261 | $243.0 萬 | 1.17% | −183−2.2% | 減碼 |
| Southeast Asset Advisors Inc. | 8,267 | $243.2 萬 | 0.27% | +687+9.1% | 加碼 |
| Palacios Wealth Management, LLC | 7,769 | $243.3 萬 | 1.52% | +250+3.3% | 加碼 |
| RFG - Bristol Wealth Advisors, LLC | 8,314 | $244.6 萬 | 0.66% | −165−1.9% | 減碼 |
| Corrado Advisors, LLC | 8,314 | $244.6 萬 | 1.28% | −333−3.9% | 減碼 |
| Roxbury Financial LLC | 8,317 | $244.7 萬 | 2.20% | +306+3.8% | 加碼 |
| Anb Bank | 8,322 | $244.8 萬 | 0.99% | −76−0.9% | 減碼 |
| Wealth Management Associates, Inc. | 8,326 | $244.9 萬 | 0.85% | 00.0% | 不變 |
| Cim, LLC | 8,342 | $245.4 萬 | 0.35% | −69−0.8% | 減碼 |
| Ponta Wealth Partners, LLC | 8,345 | $245.5 萬 | 1.97% | +814+10.8% | 加碼 |
| Wrapmanager Inc | 8,349 | $245.6 萬 | 0.85% | −331−3.8% | 減碼 |
| Income Insurance Ltd | 8,359 | $245.9 萬 | 1.67% | 00.0% | 不變 |
| Baker Tilly Wealth Management, LLC | 8,359 | $245.9 萬 | 0.60% | −869−9.4% | 減碼 |
| First National Bank Sioux Falls | 7,954 | $246.5 萬 | 0.67% | −121−1.5% | 減碼 |
| Sovereign Financial Group, Inc. | 8,383 | $246.6 萬 | 0.43% | +1,067+14.6% | 加碼 |
| Cypress Capital Management LLC (WY) | 8,391 | $246.8 萬 | 2.28% | +45+0.5% | 加碼 |
| Monte Financial Group, LLC | 8,396 | $247.0 萬 | 0.88% | 00.0% | 不變 |
| Bay Capital Advisors, LLC | 8,398 | $247.0 萬 | 1.52% | −50−0.6% | 減碼 |
| Oarsman Capital, Inc. | 8,404 | $247.2 萬 | 0.31% | +61+0.7% | 加碼 |
| Armstrong, Fleming & Moore, Inc | 8,404 | $247.2 萬 | 1.05% | 00.0% | 不變 |
| Citadel Investment Advisory, Inc. | 8,422 | $247.7 萬 | 1.18% | −177−2.1% | 減碼 |
| Keebeck Wealth Management, LLC | 8,436 | $248.2 萬 | 0.28% | +2,355+38.7% | 加碼 |
| Ak Global Asset Management, LLC | 8,450 | $248.6 萬 | 2.34% | −175−2.0% | 減碼 |
| Stableford Capital II LLC | 8,459 | $248.8 萬 | 0.92% | −993−10.5% | 減碼 |
| Matrix Private Capital Group LLC | 8,459 | $248.8 萬 | 1.20% | +39+0.5% | 加碼 |
| Icapital Wealth LLC | 8,462 | $248.9 萬 | 1.49% | −96−1.1% | 減碼 |
| Rodgers Brothers Inc. | 8,478 | $249.4 萬 | 0.29% | −272−3.1% | 減碼 |
| Lakeshore Financial Planning, Inc. | 8,477 | $249.4 萬 | 0.90% | +56+0.7% | 加碼 |
| Mendel Money Management | 8,481 | $249.5 萬 | 1.04% | +612+7.8% | 加碼 |
| LaSalle St. Investment Advisors, LLC | 8,481 | $249.5 萬 | 0.35% | +1,034+13.9% | 加碼 |
| Vision Capital Management, Inc. | 8,483 | $249.5 萬 | 0.32% | −30.0% | 減碼 |
| Capital Management Associates | 8,500 | $250.0 萬 | 4.15% | 00.0% | 不變 |
| Curtis Advisory Group, LLC | 8,500 | $250.0 萬 | 0.54% | +1,400+19.7% | 加碼 |
| Fortis Capital Advisors, LLC | 8,500 | $250.0 萬 | 0.33% | +542+6.8% | 加碼 |
| Lazari Capital Management, Inc. | 8,506 | $250.2 萬 | 0.87% | −132−1.5% | 減碼 |
| Defiance ETFs, LLC | 8,520 | $250.6 萬 | 0.04% | +8,520 | 新進 |
| Affiance Financial, LLC | 8,532 | $251.0 萬 | 0.41% | −20.0% | 減碼 |
| Invst, LLC | 8,532 | $251.0 萬 | 0.28% | −1,417−14.2% | 減碼 |
| PCG Asset Management, LLC | 8,533 | $251.0 萬 | 2.01% | −71−0.8% | 減碼 |
| Berkeley Capital Partners, LLC | 8,535 | $251.1 萬 | 0.58% | +3,740+78.0% | 加碼 |
| Oakwell Private Wealth Management, LLC | 8,546 | $251.4 萬 | 0.45% | +547+6.8% | 加碼 |
| LBMC Investment Advisors, LLC | 8,546 | $251.4 萬 | 0.15% | −192−2.2% | 減碼 |
| Westbourne Investment Advisors, Inc. | 8,555 | $251.7 萬 | 0.73% | −100−1.2% | 減碼 |
| Serenity Investment Advisors | 8,214 | $251.7 萬 | 1.18% | +229+2.9% | 加碼 |
| Greykasell Wealth Strategies, Inc. | 8,557 | $251.7 萬 | 1.01% | −14−0.2% | 減碼 |
| JNBA Financial Advisors | 8,558 | $251.7 萬 | 0.21% | +18+0.2% | 加碼 |
| Trust Investment Advisors | 8,565 | $252.0 萬 | 1.47% | −1,057−11.0% | 減碼 |
| Costello Asset Management, INC | 8,568 | $252.0 萬 | 0.87% | +837+10.8% | 加碼 |
| Clear Wave Wealth Management LLC | 8,575 | $252.2 萬 | 0.64% | +8,575 | 新進 |
| Greatmark Investment Partners, Inc. | 8,577 | $252.3 萬 | 0.30% | +2,890+50.8% | 加碼 |
| Centerpoint Advisory Group | 8,579 | $252.4 萬 | 1.90% | 00.0% | 不變 |
| First County Bank | 8,588 | $252.6 萬 | 1.35% | +384+4.7% | 加碼 |
| Orrstown Financial Services Inc | 8,595 | $252.8 萬 | 0.42% | −1,050−10.9% | 減碼 |
| Samalin Investment Counsel, LLC | 8,601 | $253.0 萬 | 0.90% | −273−3.1% | 減碼 |
| Virtue Capital Management, LLC | 8,926 | $253.3 萬 | 0.39% | −735−7.6% | 減碼 |