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 |
|---|---|---|---|---|---|
| Giverny Capital Inc.大師吉維尼資本 | 52,298 | $1,538 萬 | 0.56% | +460+0.9% | 加碼 |
| Annex Advisory Services, LLC | 52,287 | $1,538 萬 | 0.29% | +4,106+8.5% | 加碼 |
| BlueCrest Capital Management Ltd | 52,192 | $1,535 萬 | 1.44% | −26,936−34.0% | 減碼 |
| Meridian Wealth Advisors, LLC | 52,079 | $1,532 萬 | 2.03% | −3,063−5.6% | 減碼 |
| Smithbridge Asset Management Inc | 52,066 | $1,532 萬 | 2.27% | −36,242−41.0% | 減碼 |
| Miramar Capital, LLC | 52,064 | $1,532 萬 | 3.41% | +650+1.3% | 加碼 |
| one8zero8, LLC | 51,829 | $1,525 萬 | 3.40% | −34−0.1% | 減碼 |
| Catalytic Wealth RIA, LLC | 51,740 | $1,522 萬 | 0.63% | +1,633+3.3% | 加碼 |
| BTG Pactual Asset Management US LLC | 51,616 | $1,518 萬 | 1.48% | −4,067−7.3% | 減碼 |
| Dividend Assets Capital, LLC | 51,569 | $1,517 萬 | 3.03% | −2,918−5.4% | 減碼 |
| Integrated Advisors Network LLC | 51,445 | $1,513 萬 | 0.79% | −4,486−8.0% | 減碼 |
| Clough Capital Partners L P | 51,360 | $1,511 萬 | 1.46% | −650−1.2% | 減碼 |
| Teamwork Financial Advisors, LLC | 51,279 | $1,508 萬 | 1.68% | −3,988−7.2% | 減碼 |
| Royal Fund Management, LLC | 51,146 | $1,506 萬 | 1.44% | +434+0.9% | 加碼 |
| Intesa Sanpaolo Wealth Management | 51,184 | $1,506 萬 | 3.67% | −1,458−2.8% | 減碼 |
| Ascent Wealth Partners, LLC | 50,889 | $1,497 萬 | 1.74% | +1,396+2.8% | 加碼 |
| Live Oak Private Wealth LLC | 50,841 | $1,496 萬 | 2.08% | −448−0.9% | 減碼 |
| Marietta Wealth Management, LLC | 50,757 | $1,493 萬 | 1.77% | +1,618+3.3% | 加碼 |
| SRS Capital Advisors, Inc. | 50,664 | $1,492 萬 | 0.42% | −2,707−5.1% | 減碼 |
| Castleark Management LLC | 50,525 | $1,486 萬 | 0.49% | +5,890+13.2% | 加碼 |
| Avantax Planning Partners, Inc. | 50,447 | $1,484 萬 | 0.41% | −736−1.4% | 減碼 |
| Capstone Investment Advisors, LLC | 50,444 | $1,484 萬 | 0.12% | +49,669+6,408.9% | 加碼 |
| EverSource Wealth Advisors, LLC | 50,412 | $1,483 萬 | 0.45% | +14,771+41.4% | 加碼 |
| Thompson Siegel & Walmsley LLC | 50,297 | $1,480 萬 | 0.26% | −20,143−28.6% | 減碼 |
| Foster & Motley Inc | 50,264 | $1,479 萬 | 0.76% | −1,679−3.2% | 減碼 |
| McMillan Office, Inc. | 50,231 | $1,478 萬 | 1.89% | +78+0.2% | 加碼 |
| Venator Management LLC | 50,215 | $1,477 萬 | 3.55% | −5,250−9.5% | 減碼 |
| Harrell Investment Partners, LLC | 50,146 | $1,475 萬 | 3.52% | −836−1.6% | 減碼 |
| RKL Wealth Management LLC | 49,904 | $1,468 萬 | 1.32% | +24,815+98.9% | 加碼 |
| Peterson Wealth Services | 49,897 | $1,468 萬 | 3.63% | +51+0.1% | 加碼 |
| NewSquare Capital LLC | 49,768 | $1,464 萬 | 1.28% | +599+1.2% | 加碼 |
| Jaffetilchin Investment Partners, LLC | 49,723 | $1,463 萬 | 0.87% | +3,373+7.3% | 加碼 |
| Flagship Harbor Advisors, LLC | 49,619 | $1,460 萬 | 0.64% | +1,005+2.1% | 加碼 |
| Capital Analysts, LLC | 49,604 | $1,459 萬 | 0.38% | −467−0.9% | 減碼 |
| Community Bank & Trust, Waco, Texas | 49,554 | $1,458 萬 | 2.94% | +97+0.2% | 加碼 |
| Duncker Streett & Co Inc | 49,420 | $1,454 萬 | 2.76% | −274−0.6% | 減碼 |
| Woodley Farra Manion Portfolio Management Inc | 49,413 | $1,454 萬 | 0.71% | −808−1.6% | 減碼 |
| Sigma Investment Counselors Inc | 49,384 | $1,453 萬 | 0.77% | −2,717−5.2% | 減碼 |
| Centaurus Financial, Inc. | 49,375 | $1,452 萬 | 0.69% | +943+1.9% | 加碼 |
| PDS Planning, Inc | 49,211 | $1,448 萬 | 0.95% | −160−0.3% | 減碼 |
| Walter Public Investments Inc. | 49,156 | $1,446 萬 | 3.46% | −3,540−6.7% | 減碼 |
| Confluence Wealth Services, Inc. | 48,970 | $1,440 萬 | 0.56% | +2,754+6.0% | 加碼 |
| Spartan Wealth Advisory Services LLC | 48,805 | $1,436 萬 | 1.25% | +48,805 | 新進 |
| Intesa Sanpaolo S.p.A. | 48,716 | $1,434 萬 | 0.90% | +6,910+16.5% | 加碼 |
| Stokes Family Office, LLC | 48,478 | $1,426 萬 | 1.47% | −5,747−10.6% | 減碼 |
| Naples Global Advisors, LLC | 48,477 | $1,426 萬 | 1.04% | −19,761−29.0% | 減碼 |
| Pure Financial Advisors, Inc. | 48,338 | $1,422 萬 | 0.20% | +134+0.3% | 加碼 |
| Baldwin Investment Management, LLC | 48,174 | $1,417 萬 | 1.66% | +60+0.1% | 加碼 |
| Brave Asset Management Inc | 48,165 | $1,417 萬 | 3.37% | +361+0.8% | 加碼 |
| Pettee Investors, Inc. | 45,108 | $1,413 萬 | 7.28% | +1,728+4.0% | 加碼 |
| Fulton Bank, N.A. | 48,031 | $1,413 萬 | 0.50% | +1,486+3.2% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 45,554 | $1,412 萬 | 0.14% | −26,870−37.1% | 減碼 |
| Allen Capital Group, LLC | 47,834 | $1,407 萬 | 1.27% | +1,767+3.8% | 加碼 |
| First National Advisers, LLC | 47,664 | $1,402 萬 | 2.05% | −5,722−10.7% | 減碼 |
| Golden State Equity Partners | 47,620 | $1,401 萬 | 1.06% | +15,719+49.3% | 加碼 |
| Adalta Capital Management LLC | 47,610 | $1,400 萬 | 6.70% | −70−0.1% | 減碼 |
| Wellington Shields & Co., LLC | 47,581 | $1,400 萬 | 3.57% | +50+0.1% | 加碼 |
| Rench Wealth Management, Inc. | 47,559 | $1,399 萬 | 4.21% | −859−1.8% | 減碼 |
| Syon Capital LLC | 47,519 | $1,398 萬 | 0.70% | +1,010+2.2% | 加碼 |
| Cambient Family Office, LLC | 47,074 | $1,385 萬 | 1.93% | +1,541+3.4% | 加碼 |
| Nomura Holdings Inc | 47,024 | $1,383 萬 | 0.12% | +20,493+77.2% | 加碼 |
| Boyar Asset Management Inc. | 46,944 | $1,381 萬 | 7.86% | +284+0.6% | 加碼 |
| LVW Advisors, LLC | 46,852 | $1,378 萬 | 1.34% | +3,002+6.8% | 加碼 |
| Signal Advisors Wealth, LLC | 46,696 | $1,374 萬 | 0.94% | +5,641+13.7% | 加碼 |
| Boston Family Office LLC | 46,693 | $1,374 萬 | 0.91% | +1,735+3.9% | 加碼 |
| Twin Capital Management Inc | 46,629 | $1,372 萬 | 1.77% | −990−2.1% | 減碼 |
| Larson Financial Group LLC | 46,619 | $1,371 萬 | 0.44% | +4,568+10.9% | 加碼 |
| Harbour Capital Advisors, LLC | 43,802 | $1,371 萬 | 2.61% | +1,515+3.6% | 加碼 |
| National Asset Management, Inc. | 48,305 | $1,371 萬 | 0.89% | −14,467−23.0% | 減碼 |
| Oversea-Chinese Banking CORP Ltd | 46,625 | $1,371 萬 | 0.40% | +4,343+10.3% | 加碼 |
| Canal Capital Management, LLC | 46,502 | $1,368 萬 | 1.85% | +1,111+2.4% | 加碼 |
| Cincinnati Casualty Co | 46,500 | $1,368 萬 | 7.14% | 00.0% | 不變 |
| Cincinnati Specialty Underwriters Insurance CO | 46,500 | $1,368 萬 | 3.32% | 00.0% | 不變 |
| Beverly Hills Private Wealth, LLC | 46,433 | $1,366 萬 | 2.28% | −238−0.5% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 46,422 | $1,366 萬 | 0.66% | −225−0.5% | 減碼 |
| RPG Investment Advisory, LLC | 46,381 | $1,364 萬 | 1.65% | +967+2.1% | 加碼 |
| Pioneer Trust Bank N A | 46,369 | $1,364 萬 | 3.31% | +524+1.1% | 加碼 |
| Shepherd Financial Partners LLC | 46,314 | $1,362 萬 | 1.29% | −993−2.1% | 減碼 |
| Evolve Private Wealth, LLC | 46,242 | $1,360 萬 | 0.73% | −3,303−6.7% | 減碼 |
| Community Financial Services Group, LLC | 46,007 | $1,359 萬 | 2.39% | +2,028+4.6% | 加碼 |
| Stokes Capital Advisors, LLC | 46,088 | $1,356 萬 | 3.04% | +117+0.3% | 加碼 |
| Matthew 25 Management Corp | 46,000 | $1,353 萬 | 4.49% | −500−1.1% | 減碼 |
| Cutler Investment Counsel LLC | 45,921 | $1,351 萬 | 1.39% | +150.0% | 加碼 |
| Private Advisory Group LLC | 45,677 | $1,344 萬 | 0.93% | +1,711+3.9% | 加碼 |
| Prosperity Consulting Group, LLC | 45,590 | $1,341 萬 | 0.60% | −1,140−2.4% | 減碼 |
| Brown Miller Wealth Management, LLC | 45,514 | $1,339 萬 | 3.81% | +263+0.6% | 加碼 |
| Hudson Valley Investment Advisors Inc | 45,361 | $1,334 萬 | 1.73% | −7,799−14.7% | 減碼 |
| Meiji Yasuda America Inc | 45,314 | $1,333 萬 | 3.30% | −623−1.4% | 減碼 |
| Coastal Bridge Advisors, LLC | 45,295 | $1,332 萬 | 0.94% | −1,328−2.8% | 減碼 |
| Harbor Capital Advisors, Inc. | 45,224 | $1,330 萬 | 1.08% | −11,858−20.8% | 減碼 |
| Atlanta Consulting Group Advisors, LLC | 44,965 | $1,323 萬 | 2.84% | −3,485−7.2% | 減碼 |
| Ipswich Investment Management Co., Inc. | 44,866 | $1,320 萬 | 3.10% | −227−0.5% | 減碼 |
| Oxford Financial Group Ltd | 44,815 | $1,318 萬 | 0.71% | +4,204+10.4% | 加碼 |
| Intact Investment Management Inc. | 44,700 | $1,315 萬 | 0.37% | −8,000−15.2% | 減碼 |
| Bearing Point Capital, LLC | 44,688 | $1,315 萬 | 2.06% | −3,729−7.7% | 減碼 |
| Manitou Investment Management Ltd. | 44,674 | $1,314 萬 | 2.60% | −67,550−60.2% | 減碼 |
| Apriem Advisors | 44,658 | $1,314 萬 | 1.25% | −160−0.4% | 減碼 |
| Elk River Wealth Management, LLC | 44,621 | $1,313 萬 | 2.18% | +1,764+4.1% | 加碼 |
| Jacobi Capital Management LLC | 44,552 | $1,311 萬 | 0.73% | +573+1.3% | 加碼 |
| Schulhoff & Co Inc | 44,504 | $1,309 萬 | 5.38% | −390−0.9% | 減碼 |