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 |
|---|---|---|---|---|---|
| TD Private Client Wealth LLC | 74,494 | $2,191 萬 | 0.45% | −9,015−10.8% | 減碼 |
| First Financial Bank - Trust Division | 74,424 | $2,189 萬 | 1.76% | +517+0.7% | 加碼 |
| Rbo & Co LLC | 74,101 | $2,180 萬 | 3.52% | −1,350−1.8% | 減碼 |
| Sagespring Wealth Partners, LLC | 74,097 | $2,180 萬 | 0.40% | −2,428−3.2% | 減碼 |
| Stockman Wealth Management, Inc. | 73,997 | $2,177 萬 | 2.40% | +2,791+3.9% | 加碼 |
| Pittenger & Anderson Inc | 73,911 | $2,174 萬 | 0.87% | +3,378+4.8% | 加碼 |
| Ledyard National Bank | 73,715 | $2,168 萬 | 1.88% | −3,163−4.1% | 減碼 |
| Cabot Wealth Management Inc | 73,486 | $2,162 萬 | 2.49% | −678−0.9% | 減碼 |
| Spire Wealth Management | 73,167 | $2,152 萬 | 0.73% | −1,330−1.8% | 減碼 |
| Securian Asset Management, Inc | 73,144 | $2,152 萬 | 0.85% | −880−1.2% | 減碼 |
| WoodTrust Financial Corp | 73,119 | $2,151 萬 | 2.78% | −5,431−6.9% | 減碼 |
| Geneos Wealth Management Inc. | 73,064 | $2,149 萬 | 0.50% | +1,730+2.4% | 加碼 |
| JB Capital LLC | 72,968 | $2,146 萬 | 0.87% | −4,459−5.8% | 減碼 |
| Cohen Klingenstein LLC | 72,700 | $2,139 萬 | 0.69% | 00.0% | 不變 |
| Davy Global Fund Management Ltd | 72,637 | $2,137 萬 | 1.62% | +605+0.8% | 加碼 |
| Fidelis Capital Partners, LLC | 72,554 | $2,134 萬 | 1.52% | +2,477+3.5% | 加碼 |
| FourThought Financial Partners, LLC | 72,515 | $2,133 萬 | 1.84% | +238+0.3% | 加碼 |
| Gladstone Institutional Advisory LLC | 72,496 | $2,133 萬 | 0.79% | −7,142−9.0% | 減碼 |
| IHT Wealth Management, LLC | 72,354 | $2,128 萬 | 0.49% | +5,133+7.6% | 加碼 |
| Turtle Creek Wealth Advisors, LLC | 72,338 | $2,128 萬 | 1.61% | +5,641+8.5% | 加碼 |
| Wellington Shields Capital Management, LLC | 72,247 | $2,125 萬 | 3.19% | +265+0.4% | 加碼 |
| Connors Investor Services Inc | 72,108 | $2,121 萬 | 1.96% | +267+0.4% | 加碼 |
| Cypress Capital Group | 71,907 | $2,115 萬 | 2.38% | −1,137−1.6% | 減碼 |
| CCM Investment Advisers LLC | 71,733 | $2,110 萬 | 2.02% | −4,209−5.5% | 減碼 |
| Everence Capital Management Inc | 71,665 | $2,108 萬 | 1.29% | 00.0% | 不變 |
| Kentucky Retirement Systems Insurance Trust Fund | 71,614 | $2,107 萬 | 1.43% | −1,475−2.0% | 減碼 |
| Middleton & Co Inc | 71,606 | $2,106 萬 | 2.40% | −977−1.3% | 減碼 |
| DSG Capital Advisors, LLC | 71,359 | $2,099 萬 | 3.36% | −320.0% | 減碼 |
| Exchange Traded Concepts, LLC | 71,349 | $2,099 萬 | 0.16% | +10,996+18.2% | 加碼 |
| Journey Advisory Group, LLC | 71,328 | $2,098 萬 | 1.80% | −2,212−3.0% | 減碼 |
| Stenger Family Office, LLC | 71,298 | $2,097 萬 | 3.80% | +7,889+12.4% | 加碼 |
| Tufton Capital Management | 71,178 | $2,094 萬 | 3.81% | −1,867−2.6% | 減碼 |
| PFG Investments, LLC | 70,901 | $2,086 萬 | 0.97% | +2,752+4.0% | 加碼 |
| Richard C. Young & CO., LTD. | 70,776 | $2,082 萬 | 1.72% | +419+0.6% | 加碼 |
| Strategic Wealth Designers | 70,761 | $2,081 萬 | 2.64% | +550+0.8% | 加碼 |
| Courant Investment Management LLC | 70,697 | $2,080 萬 | 20.31% | −13,000−15.5% | 減碼 |
| Greenwood Gearhart Inc | 70,670 | $2,079 萬 | 1.12% | +3,228+4.8% | 加碼 |
| Steel Peak Wealth Management LLC | 70,586 | $2,076 萬 | 0.65% | +20,412+40.7% | 加碼 |
| James Investment Research Inc | 70,491 | $2,074 萬 | 2.33% | −4,803−6.4% | 減碼 |
| Douglass Winthrop Advisors, LLC | 70,475 | $2,073 萬 | 0.38% | +112+0.2% | 加碼 |
| One Capital Management, LLC | 70,363 | $2,070 萬 | 0.57% | +3,524+5.3% | 加碼 |
| Caisse des Depots Et Consignations | 70,031 | $2,060 萬 | 0.34% | 00.0% | 不變 |
| Wealthcare Advisory Partners LLC | 69,827 | $2,054 萬 | 0.40% | −191−0.3% | 減碼 |
| Allied Investment Advisors, LLC | 69,517 | $2,045 萬 | 2.93% | +106+0.2% | 加碼 |
| Strategy Asset Managers LLC | 69,460 | $2,043 萬 | 3.35% | −1,160−1.6% | 減碼 |
| Edgar Lomax Co | 69,337 | $2,040 萬 | 1.45% | −5,758−7.7% | 減碼 |
| River Wealth Advisors LLC | 69,124 | $2,033 萬 | 2.34% | +132+0.2% | 加碼 |
| Community Bank, N.A. | 68,895 | $2,027 萬 | 2.41% | −364−0.5% | 減碼 |
| Woodstock Corp | 68,883 | $2,026 萬 | 1.80% | −90.0% | 減碼 |
| Applied Finance Capital Management, LLC | 68,385 | $2,012 萬 | 1.51% | −4,986−6.8% | 減碼 |
| MASTERINVEST Kapitalanlage GmbH | 68,325 | $2,010 萬 | 2.09% | −3,586−5.0% | 減碼 |
| Goelzer Investment Management, Inc. | 68,246 | $2,008 萬 | 0.97% | +2,186+3.3% | 加碼 |
| Galvin, Gaustad & Stein, LLC | 68,220 | $2,007 萬 | 1.61% | −34,491−33.6% | 減碼 |
| Brighton Jones LLC | 68,160 | $2,005 萬 | 0.44% | +68,160 | 新進 |
| Trajan Wealth LLC | 68,123 | $2,004 萬 | 0.85% | +5,634+9.0% | 加碼 |
| IFP Advisors, Inc | 67,890 | $1,997 萬 | 0.41% | +9,997+17.3% | 加碼 |
| Sowell Financial Services LLC | 67,826 | $1,995 萬 | 0.74% | −1,054−1.5% | 減碼 |
| CenterBook Partners LP | 67,610 | $1,989 萬 | 1.07% | +67,610 | 新進 |
| Heritage Trust Co | 67,601 | $1,989 萬 | 1.99% | −526−0.8% | 減碼 |
| Pictet North America Advisors SA | 67,510 | $1,986 萬 | 1.97% | −2,791−4.0% | 減碼 |
| Alerus Financial NA | 67,359 | $1,981 萬 | 0.98% | −128−0.2% | 減碼 |
| DuPont Capital Management Corp | 67,065 | $1,973 萬 | 2.25% | −5,178−7.2% | 減碼 |
| Barbara Oil Co. | 67,000 | $1,971 萬 | 7.60% | 00.0% | 不變 |
| Financiere des Professionnels - Fonds d,investissement inc. | 66,853 | $1,967 萬 | 1.15% | +47,698+249.0% | 加碼 |
| Caldwell Trust Co | 66,639 | $1,960 萬 | 1.75% | +600+0.9% | 加碼 |
| J. Safra Sarasin Holding AG | 66,849 | $1,950 萬 | 0.33% | −50,233−42.9% | 減碼 |
| Tompkins Financial Corp | 66,188 | $1,947 萬 | 1.55% | −1,584−2.3% | 減碼 |
| Capstone Financial Advisors, Inc. | 66,013 | $1,942 萬 | 1.05% | +10,707+19.4% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 65,780 | $1,935 萬 | 1.09% | +37,144+129.7% | 加碼 |
| Sand Hill Global Advisors, LLC | 65,673 | $1,932 萬 | 0.65% | −11,763−15.2% | 減碼 |
| GLOBALT Investments LLC | 65,655 | $1,931 萬 | 0.69% | −2,349−3.5% | 減碼 |
| BKD Wealth Advisors, LLC | 65,637 | $1,931 萬 | 0.37% | −832−1.3% | 減碼 |
| Telos Capital Management, Inc. | 65,594 | $1,930 萬 | 1.85% | +879+1.4% | 加碼 |
| Iowa State Bank | 65,546 | $1,928 萬 | 3.55% | +1,779+2.8% | 加碼 |
| Means Investment Co., Inc. | 65,159 | $1,917 萬 | 1.67% | +1,922+3.0% | 加碼 |
| Farmers National Bank | 65,029 | $1,913 萬 | 4.22% | +1,813+2.9% | 加碼 |
| Granite Investment Partners, LLC | 65,016 | $1,913 萬 | 1.18% | +518+0.8% | 加碼 |
| Laffer Tengler Investments | 64,688 | $1,903 萬 | 2.81% | +2,522+4.1% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 64,641 | $1,901 萬 | 1.29% | −608−0.9% | 減碼 |
| Cullinan Associates Inc | 64,633 | $1,901 萬 | 1.54% | −4,983−7.2% | 減碼 |
| Princeton Global Asset Management LLC | 64,425 | $1,895 萬 | 3.09% | −115−0.2% | 減碼 |
| Harbour Investments, Inc. | 64,417 | $1,895 萬 | 0.29% | +21,043+48.5% | 加碼 |
| Griffin Asset Management, Inc. | 64,219 | $1,889 萬 | 2.13% | −1,445−2.2% | 減碼 |
| 1st Source Bank | 64,103 | $1,886 萬 | 0.97% | −506−0.8% | 減碼 |
| JCIC Asset Management Inc. | 64,099 | $1,886 萬 | 5.78% | +713+1.1% | 加碼 |
| Leith Wheeler Investment Counsel Ltd. | 64,037 | $1,884 萬 | 1.56% | +166+0.3% | 加碼 |
| MidFirst Bank | 63,938 | $1,881 萬 | 1.56% | −1,784−2.7% | 減碼 |
| Essex Financial Services, Inc. | 63,938 | $1,881 萬 | 1.06% | −561−0.9% | 減碼 |
| Spinnaker Trust | 63,883 | $1,879 萬 | 1.04% | −759−1.2% | 減碼 |
| Pettyjohn, Wood & White, Inc | 63,828 | $1,878 萬 | 2.99% | −155−0.2% | 減碼 |
| Eagle Rock Investment Company, LLC | 63,803 | $1,877 萬 | 2.73% | +2,079+3.4% | 加碼 |
| Intellus Advisors LLC | 63,734 | $1,875 萬 | 2.56% | −404−0.6% | 減碼 |
| Western Wealth Management, LLC | 63,689 | $1,873 萬 | 0.72% | +20,961+49.1% | 加碼 |
| Wealthspire Advisors, LLC | 63,509 | $1,868 萬 | 0.15% | −32,408−33.8% | 減碼 |
| Gemsstock Limited | 63,400 | $1,865 萬 | 1.97% | +9,000+16.5% | 加碼 |
| New Age Alpha Advisors, LLC | 63,388 | $1,865 萬 | 0.87% | −46−0.1% | 減碼 |
| Van Hulzen Asset Management, LLC | 63,373 | $1,864 萬 | 1.39% | +6,788+12.0% | 加碼 |
| Artemis Investment Management LLP | 63,289 | $1,862 萬 | 0.20% | −131,268−67.5% | 減碼 |
| Covea Finance | 63,265 | $1,861 萬 | 0.65% | −13,235−17.3% | 減碼 |
| Mission Wealth Management, LP | 63,249 | $1,861 萬 | 0.39% | −4,111−6.1% | 減碼 |