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 5,157 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
- 5,102
- 較 2025 年第 4 季 +32 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
- 208
- 另有 2,134 家加碼
- 清倉機構
- 176
- 另有 2,290 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 | 5,157 | $6,437 億 |
| 2026 年第 1 季 | 5,102 | $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 | 4,679 | $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 | 3,711 | $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 | 3,629 | $2,783 億 |
| 2022 年第 3 季 | 3,396 | $2,129 億 |
| 2022 年第 2 季 | 3,428 | $2,293 億 |
| 2022 年第 1 季 | 3,519 | $2,789 億 |
| 2021 年第 4 季 | 3,594 | $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 |
|---|---|---|---|---|---|
| Gibson Capital, LLC | 1,283 | $37.7 萬 | 0.07% | +28+2.2% | 加碼 |
| Heartland Advisors Inc | 1,285 | $37.8 萬 | 0.02% | +969+306.6% | 加碼 |
| MontVue Capital Management, Inc. | 1,286 | $37.8 萬 | 0.26% | −200−13.5% | 減碼 |
| Mustard Seed Financial, LLC | 1,287 | $37.9 萬 | 0.23% | +24+1.9% | 加碼 |
| Websterrogers Financial Advisors, LLC | 1,289 | $37.9 萬 | 0.11% | +142+12.4% | 加碼 |
| Rock Point Advisors, LLC | 1,290 | $37.9 萬 | 0.10% | +343+36.2% | 加碼 |
| Curran Financial Partners, LLC | 1,294 | $38.1 萬 | 0.07% | +364+39.1% | 加碼 |
| Acorn Financial Advisory Services Inc | 1,295 | $38.1 萬 | 0.05% | −39−2.9% | 減碼 |
| Sage Capital Management, LLC | 1,298 | $38.2 萬 | 0.18% | +4+0.3% | 加碼 |
| Park Circle Co | 1,300 | $38.2 萬 | 0.36% | 00.0% | 不變 |
| Sacks & Associates, LLC | 1,300 | $38.2 萬 | 0.28% | 00.0% | 不變 |
| Leslie Global Wealth, LLC | 1,301 | $38.3 萬 | 0.20% | +15+1.2% | 加碼 |
| Kelly Financial Group LLC | 1,306 | $38.4 萬 | 0.10% | +9+0.7% | 加碼 |
| Perissos Private Wealth Management, LLC | 1,305 | $38.4 萬 | 0.33% | 00.0% | 不變 |
| Hilltop Wealth Advisors, LLC | 1,307 | $38.5 萬 | 0.23% | +37+2.9% | 加碼 |
| Richardson Capital Management LLC | 1,310 | $38.5 萬 | 0.19% | +41+3.2% | 加碼 |
| Financial Planning Navigators CORP | 1,313 | $38.6 萬 | 0.17% | +317+31.8% | 加碼 |
| Enzi Wealth | 1,319 | $38.8 萬 | 0.13% | −11−0.8% | 減碼 |
| Valued Retirements, Inc. | 1,319 | $38.8 萬 | 0.38% | 00.0% | 不變 |
| L.K. Benson & Company, P.C. | 1,325 | $39.0 萬 | 0.13% | 00.0% | 不變 |
| Tumwater Wealth Management, LLC | 1,327 | $39.0 萬 | 0.16% | 00.0% | 不變 |
| Longview Financial Advisors LLC | 1,328 | $39.1 萬 | 0.21% | +313+30.8% | 加碼 |
| Valpey Financial Services, LLC | 1,330 | $39.1 萬 | 0.25% | −27−2.0% | 減碼 |
| Monograph Wealth Advisors, LLC | 1,337 | $39.3 萬 | 0.04% | −15,000−91.8% | 減碼 |
| Traub Capital Management LLC | 1,343 | $39.5 萬 | 0.39% | −56−4.0% | 減碼 |
| Vantage Point Financial LLC | 1,344 | $39.5 萬 | 0.14% | −415−23.6% | 減碼 |
| Sankala Group LLC | 1,381 | $39.5 萬 | 0.32% | 00.0% | 不變 |
| J2 Capital Management Inc | 1,345 | $39.6 萬 | 0.27% | +24+1.8% | 加碼 |
| Intentional Wealth Strategies, LLC | 1,348 | $39.7 萬 | 0.37% | +1,348 | 新進 |
| Pura Vida Investments, LLC | 1,350 | $39.7 萬 | 2.67% | 00.0% | 不變 |
| IMG Wealth Management, Inc. | 1,354 | $39.8 萬 | 0.25% | −312−18.7% | 減碼 |
| PlanVest Financial, Inc | 1,355 | $39.9 萬 | 0.30% | +1,355 | 新進 |
| Howard Bailey Securities, LLC | 1,357 | $39.9 萬 | 0.16% | +299+28.3% | 加碼 |
| Argonautica Private Wealth Management, Inc | 1,360 | $40.0 萬 | 0.12% | 00.0% | 不變 |
| Integrity Wealth Solutions LLC | 1,360 | $40.0 萬 | 0.16% | +19+1.4% | 加碼 |
| Godfrey Financial Associates, Inc. | 1,364 | $40.1 萬 | 0.34% | −3−0.2% | 減碼 |
| John Boyer, Inc. | 1,365 | $40.2 萬 | 0.40% | +297+27.8% | 加碼 |
| Entruity Wealth, LLC | 1,370 | $40.3 萬 | 0.27% | 00.0% | 不變 |
| Schubert & Co | 1,370 | $40.3 萬 | 0.33% | +8+0.6% | 加碼 |
| Kure Advisory, LLC | 1,374 | $40.4 萬 | 0.22% | +162+13.4% | 加碼 |
| Avondale Wealth Management | 1,375 | $40.4 萬 | 0.20% | 00.0% | 不變 |
| Bellecapital International Ltd. | 1,376 | $40.5 萬 | 0.07% | −31−2.2% | 減碼 |
| Portfolio Strategies, Inc. | 1,376 | $40.5 萬 | 0.05% | +1,376 | 新進 |
| Penobscot Wealth Management | 1,378 | $40.5 萬 | 0.12% | +13+1.0% | 加碼 |
| Fonville Wealth Management LLC | 1,383 | $40.7 萬 | 0.08% | +392+39.6% | 加碼 |
| Nalls Sherbakoff Group, LLC | 1,383 | $40.7 萬 | 0.30% | 00.0% | 不變 |
| Disciplined Investments, LLC | 1,383 | $40.7 萬 | 0.15% | +274+24.7% | 加碼 |
| Hoge Financial Services, LLC | 1,393 | $40.8 萬 | 0.22% | +3+0.2% | 加碼 |
| JDH Wealth Management, LLC | 1,387 | $40.8 萬 | 0.28% | +246+21.6% | 加碼 |
| WESPAC Advisors, LLC | 1,389 | $40.9 萬 | 0.22% | −495−26.3% | 減碼 |
| Triton Wealth Management, PLLC | 1,382 | $40.9 萬 | 0.15% | 00.0% | 不變 |
| Chelsea Counsel Co | 1,392 | $40.9 萬 | 0.18% | 00.0% | 不變 |
| Marotta Asset Management | 1,390 | $41.1 萬 | 0.08% | 00.0% | 不變 |
| Essential Planning, LLC. | 1,399 | $41.2 萬 | 0.13% | 00.0% | 不變 |
| Shearwater Capital LLC | 1,403 | $41.3 萬 | 0.22% | +1,403 | 新進 |
| RIA Advisory Group LLC | 1,404 | $41.3 萬 | 0.10% | −24−1.7% | 減碼 |
| Northern Capital Management, Inc. | 1,404 | $41.3 萬 | 0.21% | 00.0% | 不變 |
| Lavaca Capital LLC | 1,407 | $41.4 萬 | 0.08% | 00.0% | 不變 |
| Dodds Wealth, LLC | 1,407 | $41.4 萬 | 0.10% | 00.0% | 不變 |
| Matthew Goff Investment Advisor, LLC | 1,408 | $41.4 萬 | 0.07% | 00.0% | 不變 |
| Geometric Wealth Advisors | 1,408 | $41.4 萬 | 0.05% | +83+6.3% | 加碼 |
| MOR Wealth Management, LLC | 1,409 | $41.4 萬 | 0.19% | +409+40.9% | 加碼 |
| Independent Wealth Network Inc. | 1,411 | $41.5 萬 | 0.12% | −138−8.9% | 減碼 |
| Resolute Partners Group | 1,413 | $41.6 萬 | 0.17% | +1,413 | 新進 |
| Ade, LLC | 1,414 | $41.6 萬 | 0.20% | 00.0% | 不變 |
| Triune Financial Partners, LLC | 1,415 | $41.6 萬 | 0.10% | −100−6.6% | 減碼 |
| Mad River Investors | 1,417 | $41.7 萬 | 0.15% | +17+1.2% | 加碼 |
| Lutz Financial Services LLC | 1,417 | $41.7 萬 | 0.03% | +43+3.1% | 加碼 |
| Englebert Financial Advisers, LLC | 1,420 | $41.8 萬 | 0.48% | −49−3.3% | 減碼 |
| Paragon Financial Partners, Inc. | 1,344 | $41.8 萬 | 0.24% | 00.0% | 不變 |
| Guardian Financial Partners, LLC | 1,422 | $41.8 萬 | 0.18% | +6+0.4% | 加碼 |
| Value Investment Professionals, LLC | 1,422 | $41.8 萬 | 0.92% | −26,556−94.9% | 減碼 |
| Williams & Novak, LLC | 1,418 | $41.9 萬 | 0.31% | +128+9.9% | 加碼 |
| New England Professional Planning Group Inc. | 1,427 | $42.0 萬 | 0.18% | 00.0% | 不變 |
| DeLarme Wealth Management, Inc. | 1,429 | $42.0 萬 | 0.27% | +25+1.8% | 加碼 |
| Pring Turner Capital Group Inc | 1,305 | $42.1 萬 | 0.25% | 00.0% | 不變 |
| Summit Place Financial Advisors, LLC | 1,430 | $42.1 萬 | 0.20% | +154+12.1% | 加碼 |
| Kelman-Lazarov, Inc. | 1,431 | $42.1 萬 | 0.06% | +187+15.0% | 加碼 |
| Warner Group LLC | 1,432 | $42.1 萬 | 0.28% | +288+25.2% | 加碼 |
| Strategic Financial Concepts, LLC | 1,442 | $42.1 萬 | 0.10% | +158+12.3% | 加碼 |
| Front Street Capital Management, Inc. | 1,436 | $42.2 萬 | 0.06% | −30−2.0% | 減碼 |
| RFG Holdings, Inc. | 1,434 | $42.2 萬 | 0.11% | −12−0.8% | 減碼 |
| Ewing Morris & Co. Investment Partners Ltd. | 1,435 | $42.2 萬 | 0.19% | −200−12.2% | 減碼 |
| Horizon Kinetics Asset Management LLC | 1,438 | $42.3 萬 | 0.00% | −453−24.0% | 減碼 |
| OakTrust Wealth Advisors, LLC | 1,443 | $42.4 萬 | 0.39% | 00.0% | 不變 |
| Trailhead Planners LLC | 1,445 | $42.5 萬 | 0.41% | −16−1.1% | 減碼 |
| Synergy Financial Group, LTD | 1,446 | $42.5 萬 | 0.32% | +508+54.2% | 加碼 |
| Family Wealth Group, LLC | 1,449 | $42.6 萬 | 0.27% | +637+78.4% | 加碼 |
| Pathway Wealth Management LLC | 1,450 | $42.7 萬 | 0.40% | 00.0% | 不變 |
| Arcus Capital Partners, LLC | 1,453 | $42.7 萬 | 0.15% | −2,534−63.6% | 減碼 |
| Brogan Financial, Inc. | 1,454 | $42.8 萬 | 0.19% | −14−1.0% | 減碼 |
| Silverberg Bernstein Capital Management LLC | 1,454 | $42.8 萬 | 0.24% | +100+7.4% | 加碼 |
| Avise Financial Cooperative, Inc. | 1,455 | $42.8 萬 | 0.35% | +184+14.5% | 加碼 |
| Freestate Advisors LLC | 1,460 | $42.9 萬 | 0.34% | −34−2.3% | 減碼 |
| Redwood Financial Network Corp | 1,460 | $42.9 萬 | 0.28% | +54+3.8% | 加碼 |
| Puzo Michael J | 1,460 | $42.9 萬 | 0.13% | +620+73.8% | 加碼 |
| Cloud Capital Management, LLC | 1,467 | $43.1 萬 | 0.19% | −246−14.4% | 減碼 |
| Cooke Wealth Management, LLC | 1,468 | $43.2 萬 | 0.38% | 00.0% | 不變 |
| Pinnacle Financial Group, LLC | 1,469 | $43.2 萬 | 0.12% | −150−9.3% | 減碼 |
| TCP Asset Management, LLC | 1,469 | $43.2 萬 | 0.06% | −1,014−40.8% | 減碼 |