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
- 5,103
- 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
- $5,721 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 2,291 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 | 5,157 | $6,437 億 |
| 2026 年第 1 季 | 5,103 | $5,721 億 |
| 2025 年第 4 季 | 5,155 | $6,395 億 |
| 2025 年第 3 季 | 4,766 | $6,180 億 |
| 2025 年第 2 季 | 4,753 | $5,824 億 |
| 2025 年第 1 季 | 4,680 | $4,946 億 |
| 2024 年第 4 季 | 4,680 | $4,900 億 |
| 2024 年第 3 季 | 4,216 | $4,294 億 |
| 2024 年第 2 季 | 4,182 | $4,162 億 |
| 2024 年第 1 季 | 4,121 | $4,145 億 |
| 2023 年第 4 季 | 4,002 | $3,518 億 |
| 2023 年第 3 季 | 3,711 | $2,970 億 |
| 2023 年第 2 季 | 3,673 | $2,976 億 |
| 2023 年第 1 季 | 3,613 | $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 | 3,520 | $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 |
|---|---|---|---|---|---|
| Zacks Investment Management | 912,899 | $2.69 億 | 2.15% | −178,610−16.4% | 減碼 |
| Sarasin & Partners LLP | 908,567 | $2.67 億 | 3.26% | −108,828−10.7% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 936,618 | $2.65 億 | 1.31% | +22,622+2.5% | 加碼 |
| Nisa Investment Advisors, LLC | 890,157 | $2.62 億 | 0.97% | −253,069−22.1% | 減碼 |
| Actiam N.V. | 888,058 | $2.61 億 | 2.55% | +20,705+2.4% | 加碼 |
| Retirement Systems of Alabama | 875,631 | $2.58 億 | 0.86% | −66,605−7.1% | 減碼 |
| Tredje AP-fonden | 872,571 | $2.57 億 | 1.40% | −234,760−21.2% | 減碼 |
| Empower Advisory Group, LLC | 866,890 | $2.55 億 | 0.66% | +26,853+3.2% | 加碼 |
| Resona Asset Management Co.,Ltd. | 859,613 | $2.51 億 | 1.25% | +6,278+0.7% | 加碼 |
| AMF Pensionsforsakring AB | 853,194 | $2.51 億 | 1.66% | +12,219+1.5% | 加碼 |
| CIBC Asset Management Inc | 848,457 | $2.50 億 | 0.61% | +25,148+3.1% | 加碼 |
| Clark Capital Management Group, Inc. | 845,798 | $2.49 億 | 1.54% | +66,862+8.6% | 加碼 |
| Mercer Global Advisors Inc | 837,325 | $2.46 億 | 0.36% | +76,368+10.0% | 加碼 |
| Worldquant Millennium Advisors LLC | 828,460 | $2.44 億 | 0.94% | +102,386+14.1% | 加碼 |
| Assetmark, Inc | 822,403 | $2.42 億 | 0.49% | +21,107+2.6% | 加碼 |
| Cullen Capital Management LLC | 808,648 | $2.38 億 | 2.44% | −33,191−3.9% | 減碼 |
| Calamos Advisors LLC | 804,936 | $2.37 億 | 0.91% | +91,741+12.9% | 加碼 |
| Epoch Investment Partners, Inc. | 800,542 | $2.35 億 | 1.43% | −100,713−11.2% | 減碼 |
| MML Investors Services, LLC | 795,261 | $2.34 億 | 0.65% | −150,009−15.9% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 791,281 | $2.33 億 | 0.67% | −38,341−4.6% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 738,691 | $2.27 億 | 2.91% | −8,192−1.1% | 減碼 |
| Omers Administration Corp | 771,720 | $2.27 億 | 1.46% | +40,579+5.6% | 加碼 |
| Menora Mivtachim Holdings Ltd. | 771,264 | $2.27 億 | 1.07% | −334,300−30.2% | 減碼 |
| DnB Asset Management AS | 767,773 | $2.26 億 | 0.81% | +30,411+4.1% | 加碼 |
| Pinebridge Investments LLC | 760,708 | $2.24 億 | 1.89% | −6,364−0.8% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 748,885 | $2.20 億 | 3.01% | +3,168+0.4% | 加碼 |
| Arizona State Retirement System | 745,877 | $2.19 億 | 1.28% | −23,221−3.0% | 減碼 |
| Ci Investments Inc. | 744,679 | $2.19 億 | 1.06% | −63,548−7.9% | 減碼 |
| Jane Street Group, LLC | 740,094 | $2.18 億 | 0.23% | −527,284−41.6% | 減碼 |
| Boston Trust Walden Corp | 739,677 | $2.18 億 | 1.79% | −42,537−5.4% | 減碼 |
| Czech National Bank | 734,298 | $2.16 億 | 1.42% | +16,479+2.3% | 加碼 |
| Groupama Asset Managment | 733,012 | $2.16 億 | 3.15% | −27,014−3.6% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 731,961 | $2.15 億 | 1.08% | +52,648+7.8% | 加碼 |
| Teacher Retirement System of Texas | 729,429 | $2.15 億 | 0.89% | −171,239−19.0% | 減碼 |
| Quilter Plc | 718,362 | $2.11 億 | 3.71% | +13,973+2.0% | 加碼 |
| Sanctuary Advisors, LLC | 718,193 | $2.11 億 | 1.14% | +16,144+2.3% | 加碼 |
| State of Michigan Retirement System | 704,331 | $2.07 億 | 1.09% | −208,400−22.8% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 703,927 | $2.07 億 | 1.67% | −7,128−1.0% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 692,247 | $2.04 億 | 1.11% | +254,060+58.0% | 加碼 |
| Nomura Asset Management International Inc. | 691,751 | $2.03 億 | 0.35% | −86,170−11.1% | 減碼 |
| Eurizon Capital SGR S.p.A. | 692,624 | $2.03 億 | 0.63% | −172,407−19.9% | 減碼 |
| Renaissance Technologies LLC | 688,350 | $2.02 億 | 0.32% | +686,249+32,663.0% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 685,325 | $2.02 億 | 0.52% | +40,731+6.3% | 加碼 |
| Whittier Trust Co | 671,640 | $1.98 億 | 2.24% | +14,829+2.3% | 加碼 |
| First Financial Bankshares Inc | 673,281 | $1.98 億 | 4.00% | −64,004−8.7% | 減碼 |
| Compagnie Lombard Odier SCmA | 670,703 | $1.97 億 | 2.43% | −61,000−8.3% | 減碼 |
| ProShare Advisors LLC | 668,606 | $1.97 億 | 0.29% | −33,032−4.7% | 減碼 |
| James Hambro & Partners | 664,869 | $1.96 億 | 7.67% | −26,393−3.8% | 減碼 |
| EP Wealth Advisors, LLC | 657,750 | $1.93 億 | 0.95% | +11,160+1.7% | 加碼 |
| Rafferty Asset Management, LLC | 655,498 | $1.93 億 | 0.78% | −174,928−21.1% | 減碼 |
| Welch & Forbes LLC | 652,907 | $1.92 億 | 2.48% | −13,050−2.0% | 減碼 |
| Federation des caisses Desjardins du Quebec | 650,477 | $1.91 億 | 0.69% | +51,416+8.6% | 加碼 |
| Panagora Asset Management Inc | 645,667 | $1.90 億 | 0.71% | −168,282−20.7% | 減碼 |
| Loomis Sayles & Co L P | 640,498 | $1.88 億 | 0.25% | −67,648−9.6% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 636,400 | $1.87 億 | 1.24% | +4,300+0.7% | 加碼 |
| MetLife Investment Management | 630,335 | $1.85 億 | 0.95% | −22,168−3.4% | 減碼 |
| Susquehanna International Group, LLP | 628,346 | $1.85 億 | 0.24% | +156,256+33.1% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 628,060 | $1.85 億 | 0.94% | −5,153−0.8% | 減碼 |
| Pinnacle Financial Partners, Inc. | 616,866 | $1.81 億 | 1.39% | −3,731−0.6% | 減碼 |
| Bristol John W & Co Inc | 604,237 | $1.78 億 | 2.93% | −162,495−21.2% | 減碼 |
| Douglas Lane & Associates, LLC | 596,561 | $1.75 億 | 2.53% | −11,028−1.8% | 減碼 |
| Capital International Inc | 595,657 | $1.75 億 | 1.35% | +6,803+1.2% | 加碼 |
| Allspring Global Investments Holdings, LLC | 591,233 | $1.75 億 | 0.29% | −28,646−4.6% | 減碼 |
| Daiwa Securities Group Inc. | 584,966 | $1.72 億 | 0.50% | +43,626+8.1% | 加碼 |
| LSV Asset Management | 582,192 | $1.71 億 | 0.37% | −29,930−4.9% | 減碼 |
| Williams Jones Wealth Management, LLC. | 580,888 | $1.71 億 | 2.10% | +11,226+2.0% | 加碼 |
| Gateway Investment Advisers LLC | 579,629 | $1.71 億 | 1.90% | −102,427−15.0% | 減碼 |
| Parnassus Investments | 574,730 | $1.69 億 | 0.50% | +73,821+14.7% | 加碼 |
| Kestra Advisory Services, LLC | 571,772 | $1.68 億 | 0.64% | +32,201+6.0% | 加碼 |
| Life Cycle Investment Partners Ltd | 568,369 | $1.67 億 | 1.07% | +194,602+52.1% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 568,434 | $1.67 億 | 1.45% | +317,010+126.1% | 加碼 |
| Capital Advisors Inc | 566,978 | $1.67 億 | 2.68% | −285−0.1% | 減碼 |
| MUFG Securities EMEA plc | 565,835 | $1.66 億 | 2.48% | −48,906−8.0% | 減碼 |
| Brown Brothers Harriman & Co | 564,561 | $1.66 億 | 0.89% | +432,048+326.0% | 加碼 |
| Peapack Gladstone Financial Corp | 562,636 | $1.66 億 | 2.12% | −3,019−0.5% | 減碼 |
| Kames Capital plc | 560,897 | $1.64 億 | 2.18% | −56,484−9.1% | 減碼 |
| Davis Selected Advisers | 556,452 | $1.64 億 | 0.75% | −15,134−2.6% | 減碼 |
| RE Advisers Corp | 554,425 | $1.62 億 | 4.36% | −6,300−1.1% | 減碼 |
| CWM, LLC | 550,203 | $1.62 億 | 0.43% | +14,094+2.6% | 加碼 |
| Toroso Investments, LLC | 549,403 | $1.61 億 | 0.50% | +68,059+14.1% | 加碼 |
| PensionDanmark Pensionsforsikringsaktieselskab | 547,820 | $1.61 億 | 1.57% | +21,506+4.1% | 加碼 |
| IFM Investors Pty Ltd | 544,830 | $1.60 億 | 1.34% | +15,948+3.0% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 547,582 | $1.60 億 | 1.67% | −163,352−23.0% | 減碼 |
| Lido Advisors, LLC | 539,119 | $1.59 億 | 0.62% | −53,231−9.0% | 減碼 |
| Evercore Wealth Management, LLC | 532,133 | $1.57 億 | 2.46% | −54,861−9.3% | 減碼 |
| Woodline Partners LP | 529,119 | $1.56 億 | 0.59% | +64,146+13.8% | 加碼 |
| Swiss Life Asset Management Ltd | 528,170 | $1.55 億 | 0.76% | +8,450+1.6% | 加碼 |
| Davenport & Co LLC | 529,575 | $1.55 億 | 0.86% | −49,644−8.6% | 減碼 |
| Banco Santander, S.A. | 523,635 | $1.54 億 | 1.24% | +47,709+10.0% | 加碼 |
| Atalanta Sosnoff Capital, LLC | 520,766 | $1.53 億 | 3.29% | −140,831−21.3% | 減碼 |
| Factory Mutual Insurance Co | 519,225 | $1.53 億 | 1.72% | +25,450+5.2% | 加碼 |
| Union Bancaire Privee, UBP SA | 564,212 | $1.52 億 | 2.78% | −79,452−12.3% | 減碼 |
| Employees Retirement System of Texas | 513,400 | $1.51 億 | 1.32% | −27,600−5.1% | 減碼 |
| ING Groep NV | 507,943 | $1.49 億 | 0.91% | +669+0.1% | 加碼 |
| JustInvest LLC | 502,465 | $1.48 億 | 1.45% | +18,917+3.9% | 加碼 |
| Zurich Insurance Group Ltd | 497,751 | $1.46 億 | 1.15% | +15,751+3.3% | 加碼 |
| ASR Vermogensbeheer N.V. | 497,274 | $1.46 億 | 1.72% | +4,047+0.8% | 加碼 |
| Pathstone Holdings, LLC | 493,552 | $1.45 億 | 0.58% | +3,708+0.8% | 加碼 |
| Bridges Investment Management Inc | 493,072 | $1.45 億 | 1.97% | −4,613−0.9% | 減碼 |
| Voloridge Investment Management, LLC | 492,656 | $1.45 億 | 0.58% | +492,656 | 新進 |