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 |
|---|---|---|---|---|---|
| MainStreet Investment Advisors LLC | 63,217 | $1,860 萬 | 2.80% | −1,505−2.3% | 減碼 |
| Keystone Financial Group | 60,520 | $1,857 萬 | 1.27% | +1,570+2.7% | 加碼 |
| Burling Wealth Partners, LLC | 63,068 | $1,855 萬 | 3.00% | −1,585−2.5% | 減碼 |
| Cornerstone Wealth Group, LLC | 59,213 | $1,853 萬 | 1.20% | −2,830−4.6% | 減碼 |
| Simmons Bank | 62,849 | $1,849 萬 | 1.24% | +760+1.2% | 加碼 |
| Hollencrest Capital Management | 62,766 | $1,846 萬 | 0.69% | −4,584−6.8% | 減碼 |
| Close Asset Management Ltd | 62,608 | $1,842 萬 | 0.50% | −56−0.1% | 減碼 |
| Carmel Capital Management L.L.C. | 62,099 | $1,827 萬 | 5.23% | −128−0.2% | 減碼 |
| Parallax Volatility Advisers, L.P. | 58,028 | $1,816 萬 | 0.80% | +6,253+12.1% | 加碼 |
| Kentucky Retirement Systems | 310,364 | $1,815 萬 | 1.35% | +135,992+78.0% | 加碼 |
| Roundview Capital LLC | 61,668 | $1,814 萬 | 1.13% | −371−0.6% | 減碼 |
| Copeland Capital Management, LLC | 61,645 | $1,813 萬 | 0.40% | +348+0.6% | 加碼 |
| Farmers Trust Co | 61,613 | $1,812 萬 | 2.85% | −5,558−8.3% | 減碼 |
| Plato Investment Management Ltd | 61,411 | $1,808 萬 | 1.21% | +1,101+1.8% | 加碼 |
| Fagan Associates, Inc. | 61,113 | $1,798 萬 | 2.50% | −373−0.6% | 減碼 |
| Mitchell Capital Management Co | 61,094 | $1,797 萬 | 3.30% | +791+1.3% | 加碼 |
| Cardinal Point Capital Management, ULC | 60,898 | $1,791 萬 | 1.10% | +732+1.2% | 加碼 |
| Bank of Nova Scotia Trust Co | 60,731 | $1,786 萬 | 1.53% | −2,783−4.4% | 減碼 |
| Exencial Wealth Advisors, LLC | 60,711 | $1,786 萬 | 0.56% | +29,415+94.0% | 加碼 |
| NorthRock Partners, LLC | 60,410 | $1,777 萬 | 0.29% | +11,791+24.3% | 加碼 |
| Kingswood Wealth Advisors, LLC | 60,322 | $1,774 萬 | 0.84% | −932−1.5% | 減碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 60,313 | $1,774 萬 | 2.55% | +737+1.2% | 加碼 |
| Zuckerman Investment Group, LLC | 60,161 | $1,770 萬 | 1.66% | −832−1.4% | 減碼 |
| Savvy Advisors, Inc. | 60,145 | $1,769 萬 | 0.47% | +10,989+22.4% | 加碼 |
| Winslow Asset Management Inc | 60,130 | $1,769 萬 | 3.44% | −2,578−4.1% | 減碼 |
| Strategic Wealth Partners, Ltd. | 60,117 | $1,768 萬 | 1.23% | −1,884−3.0% | 減碼 |
| Buckley Wealth Management, LLC | 60,095 | $1,768 萬 | 4.51% | +2,231+3.9% | 加碼 |
| Texas Capital Bank Wealth Management Services Inc | 59,979 | $1,764 萬 | 1.05% | −1,914−3.1% | 減碼 |
| BDF-Gestion | 59,928 | $1,763 萬 | 2.37% | 00.0% | 不變 |
| SFE Investment Counsel | 59,557 | $1,752 萬 | 2.81% | −1,221−2.0% | 減碼 |
| Banque Transatlantique SA | 59,559 | $1,748 萬 | 0.42% | −23,708−28.5% | 減碼 |
| Lighthouse Investment Partners, LLC | 59,402 | $1,747 萬 | 0.66% | +14,376+31.9% | 加碼 |
| Sara-Bay Financial | 59,392 | $1,747 萬 | 5.40% | −2,083−3.4% | 減碼 |
| Kinsale Capital Group, Inc. | 59,195 | $1,741 萬 | 2.79% | +2,438+4.3% | 加碼 |
| Procyon Private Wealth Partners, LLC | 59,066 | $1,737 萬 | 0.85% | −1,026−1.7% | 減碼 |
| Fulton Breakefield Broenniman LLC | 58,942 | $1,734 萬 | 1.13% | +220+0.4% | 加碼 |
| Cardinal Capital Management | 58,789 | $1,729 萬 | 2.23% | −385−0.7% | 減碼 |
| Ar Asset Management Inc | 58,772 | $1,729 萬 | 3.34% | −1,053−1.8% | 減碼 |
| Joel Isaacson & Co., LLC | 58,614 | $1,724 萬 | 0.57% | +592+1.0% | 加碼 |
| Cypress Asset Management Inc | 58,304 | $1,715 萬 | 3.98% | −917−1.5% | 減碼 |
| Camden National Bank | 58,254 | $1,714 萬 | 2.32% | −1,067−1.8% | 減碼 |
| WealthBridge Investment Counsel Inc. | 58,216 | $1,713 萬 | 5.23% | −485−0.8% | 減碼 |
| Frank, Rimerman Advisors LLC | 58,213 | $1,712 萬 | 1.12% | −148−0.3% | 減碼 |
| Vantage Investment Partners, LLC | 58,074 | $1,708 萬 | 1.18% | −109−0.2% | 減碼 |
| Traynor Capital Management, Inc. | 60,011 | $1,703 萬 | 1.01% | +654+1.1% | 加碼 |
| LVM Capital Management Ltd | 57,873 | $1,702 萬 | 1.61% | +1,937+3.5% | 加碼 |
| Osprey Private Wealth LLC | 57,858 | $1,702 萬 | 4.93% | +2,353+4.2% | 加碼 |
| Next Level Private LLC | 57,666 | $1,696 萬 | 3.83% | +252+0.4% | 加碼 |
| Emerald Investment Advisers, LLC | 57,598 | $1,694 萬 | 1.52% | +57,598 | 新進 |
| Schnieders Capital Management, LLC. | 57,401 | $1,689 萬 | 2.68% | −2,275−3.8% | 減碼 |
| Laurel Wealth Advisors LLC | 55,750 | $1,684 萬 | 1.66% | +32+0.1% | 加碼 |
| Rocky Mountain Advisers, LLC | 57,220 | $1,683 萬 | 4.82% | 00.0% | 不變 |
| German American Bancorp, Inc. | 57,193 | $1,682 萬 | 1.45% | −501−0.9% | 減碼 |
| Mirador Capital Partners LP | 57,125 | $1,680 萬 | 2.38% | −488−0.8% | 減碼 |
| Phoenix Holdings Ltd. | 57,035 | $1,677 萬 | 0.16% | −19,558−25.5% | 減碼 |
| Smartleaf Asset Management LLC | 59,052 | $1,676 萬 | 0.61% | +3,169+5.7% | 加碼 |
| Equitable Trust Co | 56,504 | $1,662 萬 | 0.77% | −1,103−1.9% | 減碼 |
| Segment Wealth Management, LLC | 56,500 | $1,662 萬 | 0.98% | +36,766+186.3% | 加碼 |
| Impax Asset Management Group plc | 56,444 | $1,660 萬 | 0.12% | −90,143−61.5% | 減碼 |
| Banque Pictet & Cie SA | 56,429 | $1,660 萬 | 0.19% | −1,047−1.8% | 減碼 |
| Haverford Financial Services, Inc. | 56,346 | $1,657 萬 | 4.94% | −209−0.4% | 減碼 |
| Jamison Private Wealth Management, Inc. | 56,272 | $1,655 萬 | 2.01% | +516+0.9% | 加碼 |
| Perennial Advisors, LLC | 56,156 | $1,652 萬 | 2.81% | −399−0.7% | 減碼 |
| American National Bank | 56,156 | $1,652 萬 | 1.58% | −51−0.1% | 減碼 |
| Buck Wealth Strategies, LLC | 55,900 | $1,644 萬 | 2.03% | +1,377+2.5% | 加碼 |
| Harbor Investment Advisory, LLC | 55,828 | $1,642 萬 | 1.29% | −13,416−19.4% | 減碼 |
| Independent Investors Inc | 55,804 | $1,642 萬 | 3.26% | −1,000−1.8% | 減碼 |
| Fundamentun, LLC | 55,765 | $1,640 萬 | 0.66% | +1,419+2.6% | 加碼 |
| Perryman Financial Advisory Inc | 55,661 | $1,637 萬 | 2.45% | −1,467−2.6% | 減碼 |
| Clear Trail Advisors, LLC | 55,630 | $1,636 萬 | 2.72% | +959+1.8% | 加碼 |
| Capital International Ltd | 55,626 | $1,636 萬 | 0.61% | −19,444−25.9% | 減碼 |
| South Dakota Investment Council | 55,368 | $1,629 萬 | 0.31% | −238−0.4% | 減碼 |
| Baker Ellis Asset Management LLC | 55,355 | $1,628 萬 | 1.93% | −45−0.1% | 減碼 |
| Radnor Capital Management, LLC | 55,273 | $1,626 萬 | 2.41% | +72+0.1% | 加碼 |
| Arvest Bank Trust Division | 55,239 | $1,625 萬 | 0.88% | −4,344−7.3% | 減碼 |
| Stratos Wealth Advisors, LLC | 55,233 | $1,625 萬 | 1.00% | +2,068+3.9% | 加碼 |
| Nwi Management LP | 55,000 | $1,618 萬 | 0.99% | 00.0% | 不變 |
| Stolper Co | 54,984 | $1,617 萬 | 5.34% | −598−1.1% | 減碼 |
| Vestcor Inc | 54,738 | $1,610 萬 | 0.44% | −5,500−9.1% | 減碼 |
| Magnus Financial Group LLC | 54,581 | $1,606 萬 | 1.31% | −2,617−4.6% | 減碼 |
| Community Bank of Raymore | 54,576 | $1,605 萬 | 10.75% | +220+0.4% | 加碼 |
| Sigma Planning Corp | 54,533 | $1,604 萬 | 0.45% | −2,571−4.5% | 減碼 |
| Mengis Capital Management, Inc. | 54,298 | $1,597 萬 | 2.75% | −48−0.1% | 減碼 |
| Visionary Wealth Advisors | 54,250 | $1,596 萬 | 0.71% | −926−1.7% | 減碼 |
| Nations Financial Group Inc, | 54,126 | $1,592 萬 | 0.82% | −9,553−15.0% | 減碼 |
| Burney Co | 54,003 | $1,589 萬 | 0.50% | −26,717−33.1% | 減碼 |
| Hills Bank & Trust Co | 53,781 | $1,582 萬 | 0.76% | −1,992−3.6% | 減碼 |
| Colonial Trust Co | 53,687 | $1,579 萬 | 2.15% | +57+0.1% | 加碼 |
| Invictus Private Wealth, LLC | 53,532 | $1,575 萬 | 0.97% | −3,006−5.3% | 減碼 |
| HWG Holdings LP | 53,518 | $1,574 萬 | 4.15% | −608−1.1% | 減碼 |
| Valicenti Advisory Services Inc | 53,354 | $1,570 萬 | 3.42% | −182−0.3% | 減碼 |
| VestGen Advisors, LLC | 51,348 | $1,566 萬 | 0.44% | +11,475+28.8% | 加碼 |
| Clarity Financial LLC | 52,989 | $1,559 萬 | 1.70% | −45,860−46.4% | 減碼 |
| Wedmont Private Capital | 50,587 | $1,558 萬 | 0.50% | +2,776+5.8% | 加碼 |
| GFS Advisors, LLC | 323,845 | $1,551 萬 | 1.09% | +299,696+1,241.0% | 加碼 |
| Whalerock Point Partners, LLC | 52,647 | $1,549 萬 | 2.99% | −80−0.2% | 減碼 |
| EagleClaw Capital Managment, LLC | 52,643 | $1,549 萬 | 2.17% | −113−0.2% | 減碼 |
| Lynch & Associates | 52,450 | $1,543 萬 | 2.90% | −182−0.3% | 減碼 |
| Embree Financial Group | 52,414 | $1,542 萬 | 1.82% | +3,218+6.5% | 加碼 |
| YHB Investment Advisors, Inc. | 52,383 | $1,541 萬 | 1.10% | +1,151+2.2% | 加碼 |