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 +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 | 5,157 | $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 |
|---|---|---|---|---|---|
| NewEdge Wealth, LLC | 492,565 | $1.45 億 | 1.73% | +12,064+2.5% | 加碼 |
| Xponance, Inc. | 490,494 | $1.44 億 | 1.03% | +72,470+17.3% | 加碼 |
| Amalgamated Bank | 490,336 | $1.44 億 | 1.10% | −11,718−2.3% | 減碼 |
| Tudor Investment Corp Et Al | 488,304 | $1.44 億 | 0.77% | +187,780+62.5% | 加碼 |
| Commerzbank Aktiengesellschaft | 485,245 | $1.43 億 | 2.98% | −1,534−0.3% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 484,736 | $1.43 億 | 0.33% | +222,252+84.7% | 加碼 |
| TCW Group Inc | 484,587 | $1.43 億 | 1.07% | +2,027+0.4% | 加碼 |
| HM Payson & Co | 481,849 | $1.42 億 | 2.04% | +13,354+2.9% | 加碼 |
| QRG Capital Management, Inc. | 477,500 | $1.40 億 | 1.45% | +29,555+6.6% | 加碼 |
| Agf Management Ltd | 477,180 | $1.40 億 | 0.63% | −54,578−10.3% | 減碼 |
| Candriam Luxembourg S.C.A. | 476,801 | $1.40 億 | 0.73% | −145,890−23.4% | 減碼 |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 474,583 | $1.40 億 | 2.10% | +34,581+7.9% | 加碼 |
| MAI Capital Management | 471,211 | $1.39 億 | 0.79% | +7,265+1.6% | 加碼 |
| Basswood Capital Management, L.L.C. | 469,496 | $1.38 億 | 7.04% | 00.0% | 不變 |
| Groupe la Francaise | 473,115 | $1.38 億 | 1.93% | +7,620+1.6% | 加碼 |
| Davis Asset Management, L.P. | 468,786 | $1.38 億 | 3.99% | +468,786 | 新進 |
| Federated Hermes, Inc. | 467,060 | $1.37 億 | 0.22% | −5,316−1.1% | 減碼 |
| Empowered Funds, LLC | 464,394 | $1.37 億 | 0.87% | +212,167+84.1% | 加碼 |
| AE Wealth Management LLC | 463,812 | $1.36 億 | 0.74% | −52,795−10.2% | 減碼 |
| Beacon Pointe Advisors, LLC | 461,949 | $1.36 億 | 0.72% | +118,293+34.4% | 加碼 |
| USS Investment Management Ltd | 453,233 | $1.33 億 | 0.57% | +6,128+1.4% | 加碼 |
| Varma Mutual Pension Insurance Co | 450,511 | $1.33 億 | 0.78% | 00.0% | 不變 |
| Midwest Trust Co | 448,341 | $1.32 億 | 1.64% | +6,820+1.5% | 加碼 |
| Utah Retirement Systems | 441,676 | $1.30 億 | 1.33% | −13,968−3.1% | 減碼 |
| Advisors Capital Management, LLC | 438,486 | $1.29 億 | 1.50% | +7,625+1.8% | 加碼 |
| Umb Bank N A | 437,638 | $1.29 億 | 1.80% | −6,682−1.5% | 減碼 |
| Oppenheimer Asset Management Inc. | 435,040 | $1.28 億 | 1.46% | −1,341−0.3% | 減碼 |
| Stephens Inc | 424,070 | $1.25 億 | 1.56% | +9,279+2.2% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 420,831 | $1.24 億 | 0.96% | −19,043−4.3% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 417,703 | $1.23 億 | 1.05% | +1,566+0.4% | 加碼 |
| Vaughan Nelson Investment Management, L.P. | 417,661 | $1.23 億 | 1.23% | −122,325−22.7% | 減碼 |
| Staley Capital Advisers Inc | 417,412 | $1.23 億 | 5.20% | −3,057−0.7% | 減碼 |
| Lazard Asset Management LLC | 417,116 | $1.23 億 | 0.20% | +112,305+36.8% | 加碼 |
| Smead Capital Management, Inc. | 416,094 | $1.22 億 | 2.66% | −146,698−26.1% | 減碼 |
| Pinnacle Associates Ltd | 413,660 | $1.22 億 | 1.56% | −9,597−2.3% | 減碼 |
| Allworth Financial LP | 411,708 | $1.21 億 | 0.49% | −190.0% | 減碼 |
| Carnegie Capital Asset Management, LLC | 420,798 | $1.21 億 | 2.36% | +1,651+0.4% | 加碼 |
| RMB Capital Management, LLC | 407,680 | $1.20 億 | 2.14% | −3,560−0.9% | 減碼 |
| ABN AMRO Bank N.V. | 407,444 | $1.20 億 | 1.29% | −240,087−37.1% | 減碼 |
| NEOS Investment Management LLC | 402,050 | $1.18 億 | 0.60% | +41,735+11.6% | 加碼 |
| Guidance Point Advisors, LLC | 401,007 | $1.18 億 | 27.94% | +20.0% | 加碼 |
| Border to Coast Pensions Partnership Ltd | 399,401 | $1.18 億 | 1.99% | −30,836−7.2% | 減碼 |
| Hardy Reed LLC | 400,318 | $1.18 億 | 8.59% | −653−0.2% | 減碼 |
| Holocene Advisors, LP | 399,355 | $1.17 億 | 0.28% | +89,092+28.7% | 加碼 |
| Eastern Bank | 398,696 | $1.17 億 | 2.01% | −41,141−9.4% | 減碼 |
| D.A. Davidson & Co. | 398,461 | $1.17 億 | 0.71% | −13,334−3.2% | 減碼 |
| Ieq Capital, LLC | 394,889 | $1.16 億 | 0.54% | +3,277+0.8% | 加碼 |
| Nissay Asset Management Corp | 394,566 | $1.16 億 | 0.62% | −70,157−15.1% | 減碼 |
| EFG International AG | 394,138 | $1.16 億 | 2.49% | −148,690−27.4% | 減碼 |
| Glenview Trust Co | 394,136 | $1.16 億 | 1.82% | −5,277−1.3% | 減碼 |
| Virginia Retirement Systems Et Al | 391,258 | $1.15 億 | 0.85% | −43,440−10.0% | 減碼 |
| Adviser Investments LLC | 390,917 | $1.15 億 | 1.26% | +8,026+2.1% | 加碼 |
| TCTC Holdings, LLC | 388,069 | $1.14 億 | 3.25% | +1,957+0.5% | 加碼 |
| Beck Mack & Oliver LLC | 387,735 | $1.14 億 | 2.35% | −9,239−2.3% | 減碼 |
| Rakuten Investment Management, Inc. | 401,444 | $1.14 億 | 0.23% | +42,167+11.7% | 加碼 |
| Ilmarinen Mutual Pension Insurance Co | 386,405 | $1.14 億 | 0.89% | −71,464−15.6% | 減碼 |
| Associated Banc-Corp | 385,784 | $1.13 億 | 3.00% | −7,611−1.9% | 減碼 |
| Oppenheimer & Co Inc | 382,956 | $1.13 億 | 1.37% | −5,561−1.4% | 減碼 |
| Andra AP-fonden | 382,685 | $1.13 億 | 1.40% | +141,684+58.8% | 加碼 |
| Achmea Investment Management B.V. | 377,971 | $1.11 億 | 2.93% | −55,501−12.8% | 減碼 |
| British Columbia Investment Management Corp | 375,188 | $1.10 億 | 0.65% | −112,755−23.1% | 減碼 |
| Sequoia Financial Advisors, LLC | 374,677 | $1.10 億 | 0.62% | −19,306−4.9% | 減碼 |
| New York Life Investment Management LLC | 374,636 | $1.10 億 | 0.93% | +1,321+0.4% | 加碼 |
| Davis R M Inc | 373,195 | $1.10 億 | 1.95% | +5,099+1.4% | 加碼 |
| Vinva Investment Management Ltd | 385,940 | $1.10 億 | 1.37% | +64,717+20.1% | 加碼 |
| United Capital Financial Advisers, LLC | 370,760 | $1.09 億 | 0.67% | −5,457−1.5% | 減碼 |
| Wealthfront Advisers LLC | 369,745 | $1.09 億 | 0.24% | +9,967+2.8% | 加碼 |
| Sapient Capital LLC | 366,235 | $1.08 億 | 1.63% | −92,337−20.1% | 減碼 |
| Private Advisor Group, LLC | 365,394 | $1.07 億 | 0.50% | −7,759−2.1% | 減碼 |
| Principle Wealth Partners LLC | 357,768 | $1.05 億 | 6.01% | −338−0.1% | 減碼 |
| Westwood Holdings Group Inc. | 353,968 | $1.04 億 | 0.76% | −13,056−3.6% | 減碼 |
| Cresset Asset Management, LLC | 351,216 | $1.03 億 | 0.45% | −3,101−0.9% | 減碼 |
| Citizens Financial Group Inc | 351,138 | $1.03 億 | 1.44% | −7,980−2.2% | 減碼 |
| Becker Capital Management Inc | 350,079 | $1.03 億 | 3.03% | −6,534−1.8% | 減碼 |
| Hancock Whitney Corp | 338,240 | $1.03 億 | 1.78% | −11,938−3.4% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 349,593 | $1.02 億 | 0.14% | +60,157+20.8% | 加碼 |
| Warren Averett Asset Management, LLC | 347,996 | $1.02 億 | 0.77% | +29,118+9.1% | 加碼 |
| Investment Management Corp of Ontario | 347,717 | $1.02 億 | 1.32% | −8,833−2.5% | 減碼 |
| Marex Group plc | 347,684 | $1.02 億 | 1.06% | +322,699+1,291.6% | 加碼 |
| Stock Yards Bank & Trust Co | 346,491 | $1.02 億 | 3.17% | −5,005−1.4% | 減碼 |
| Berkshire Asset Management LLC | 346,340 | $1.02 億 | 4.37% | −2,090−0.6% | 減碼 |
| Flputnam Investment Management Co | 345,943 | $1.02 億 | 1.52% | +10,975+3.3% | 加碼 |
| Kestra Private Wealth Services, LLC | 345,829 | $1.02 億 | 1.25% | +30,205+9.6% | 加碼 |
| Erste Asset Management GmbH | 358,880 | $1.02 億 | 0.94% | −34,017−8.7% | 減碼 |
| Donaldson Capital Management, LLC | 342,320 | $1.01 億 | 3.26% | −3,270−0.9% | 減碼 |
| Barr E S & Co | 341,467 | $1.00 億 | 5.84% | −6,652−1.9% | 減碼 |
| Cullen/Frost Bankers, Inc. | 341,392 | $1.00 億 | 1.14% | −2,889−0.8% | 減碼 |
| Waters Parkerson & Co., LLC | 338,645 | $9,962 萬 | 5.12% | −3,861−1.1% | 減碼 |
| HRT Financial LP | 338,071 | $9,945 萬 | 0.25% | −98,783−22.6% | 減碼 |
| Los Angeles Capital Management LLC | 337,511 | $9,928 萬 | 0.39% | −96,494−22.2% | 減碼 |
| Pzena Investment Management LLC | 337,262 | $9,921 萬 | 0.32% | −5,128−1.5% | 減碼 |
| Henshaw Capital LLC | 337,139 | $9,917 萬 | 3.68% | 00.0% | 不變 |
| Alyeska Investment Group, L.P. | 332,527 | $9,782 萬 | 0.28% | +332,527 | 新進 |
| Wilkinson Global Asset Management LLC | 331,239 | $9,744 萬 | 7.42% | −22,818−6.4% | 減碼 |
| Vontobel Holding Ltd. | 331,180 | $9,742 萬 | 0.33% | −49,964−13.1% | 減碼 |
| Vaughan David Investments LLC | 330,610 | $9,725 萬 | 2.06% | −1,755−0.5% | 減碼 |
| Whittier Trust Co of Nevada Inc | 328,335 | $9,701 萬 | 1.99% | +14,535+4.6% | 加碼 |
| Edmond de Rothschild Holding S.A. | 328,627 | $9,667 萬 | 1.40% | +160,491+95.5% | 加碼 |
| Macquarie Group Ltd | 327,107 | $9,604 萬 | 0.57% | −139,762−29.9% | 減碼 |
| Abn Amro Investment Solutions | 323,111 | $9,505 萬 | 1.24% | +133,894+70.8% | 加碼 |