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 |
|---|---|---|---|---|---|
| Raiffeisen Bank International AG | 328,968 | $9,336 萬 | 1.35% | −34,472−9.5% | 減碼 |
| Fort Washington Investment Advisors Inc | 315,309 | $9,275 萬 | 0.51% | +9,540+3.1% | 加碼 |
| Yousif Capital Management, LLC | 314,837 | $9,261 萬 | 1.09% | −17,934−5.4% | 減碼 |
| Mediolanum International Funds Ltd | 326,164 | $9,256 萬 | 0.98% | +9,073+2.9% | 加碼 |
| Global Frontier Investments LLC | 314,000 | $9,237 萬 | 12.62% | 00.0% | 不變 |
| Fiduciary Trust Co | 313,362 | $9,218 萬 | 1.09% | −8,929−2.8% | 減碼 |
| Meyer Handelman Co | 313,274 | $9,215 萬 | 2.87% | +7,626+2.5% | 加碼 |
| Mesirow Financial Investment Management, Inc. | 311,969 | $9,177 萬 | 1.49% | +16,866+5.7% | 加碼 |
| Equitable Holdings, Inc. | 289,120 | $9,135 萬 | 0.59% | +79,490+37.9% | 加碼 |
| Oregon Public Employees Retirement Fund | 308,772 | $9,083 萬 | 1.20% | −2,962−1.0% | 減碼 |
| Park National Corp | 303,694 | $8,933 萬 | 2.72% | −961−0.3% | 減碼 |
| Wesbanco Bank Inc | 298,908 | $8,793 萬 | 2.43% | +1,940+0.7% | 加碼 |
| Aware Super Pty Ltd as trustee of Aware Super | 298,631 | $8,785 萬 | 1.33% | +298,631 | 新進 |
| Smith Chas P & Associates Pa Cpas | 297,966 | $8,765 萬 | 4.76% | −5,729−1.9% | 減碼 |
| Gabelli Funds LLC | 297,483 | $8,751 萬 | 0.59% | −33,400−10.1% | 減碼 |
| Aptus Capital Advisors, LLC | 297,342 | $8,747 萬 | 0.74% | −15,561−5.0% | 減碼 |
| First Manhattan Co | 293,272 | $8,627 萬 | 0.24% | −6,522−2.2% | 減碼 |
| Atlantic Union Bankshares Corp | 292,269 | $8,597 萬 | 1.65% | −5,462−1.8% | 減碼 |
| Ofi Invest Asset Management | 332,924 | $8,557 萬 | 1.13% | +7,628+2.3% | 加碼 |
| Clearstead Advisors, LLC | 289,929 | $8,529 萬 | 0.78% | +29,997+11.5% | 加碼 |
| Evelyn Partners Investment Management LLP | 286,422 | $8,425 萬 | 2.29% | +15,530+5.7% | 加碼 |
| Argent Trust Co | 286,285 | $8,421 萬 | 2.86% | +5,786+2.1% | 加碼 |
| M&G Plc | 284,971 | $8,378 萬 | 0.43% | −22,331−7.3% | 減碼 |
| Chilton Capital Management LLC | 283,310 | $8,334 萬 | 2.91% | +104,848+58.8% | 加碼 |
| OP Asset Management Ltd | 281,552 | $8,282 萬 | 0.85% | −23,408−7.7% | 減碼 |
| Ancora Advisors, LLC | 280,357 | $8,247 萬 | 1.76% | −12,635−4.3% | 減碼 |
| Allstate Corp | 280,284 | $8,245 萬 | 0.88% | +70,301+33.5% | 加碼 |
| Welch Group, LLC | 277,004 | $8,148 萬 | 3.06% | −4,035−1.4% | 減碼 |
| Badgley Phelps Wealth Managers, LLC | 275,805 | $8,113 萬 | 1.62% | −45,797−14.2% | 減碼 |
| Bowen Hanes & Co Inc | 275,470 | $8,103 萬 | 1.97% | −1,749−0.6% | 減碼 |
| E. Ohman J:or Asset Management AB | 274,514 | $8,075 萬 | 2.14% | −2,768−1.0% | 減碼 |
| Prudential PLC | 272,786 | $8,024 萬 | 0.61% | +14,819+5.7% | 加碼 |
| Daymark Wealth Partners, LLC | 271,829 | $7,996 萬 | 2.51% | +12,181+4.7% | 加碼 |
| BNP Paribas | 273,876 | $7,979 萬 | 2.54% | −27,592−9.2% | 減碼 |
| Quintet Private Bank (Europe) S.A. | 270,572 | $7,959 萬 | 5.33% | −9,991−3.6% | 減碼 |
| State of Alaska, Department of Revenue | 268,389 | $7,895 萬 | 0.85% | −2,680−1.0% | 減碼 |
| McDonald Capital Investors Inc | 268,256 | $7,891 萬 | 5.40% | −828−0.3% | 減碼 |
| Crestwood Advisors Group LLC | 266,925 | $7,852 萬 | 1.32% | +23,910+9.8% | 加碼 |
| DJE Kapital AG | 267,958 | $7,779 萬 | 1.72% | −112,290−29.5% | 減碼 |
| North Star Investment Management Corp. | 264,089 | $7,768 萬 | 4.71% | −776−0.3% | 減碼 |
| iA Global Asset Management Inc. | 263,155 | $7,741 萬 | 1.10% | +26,480+11.2% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 261,692 | $7,698 萬 | 0.04% | −285,654−52.2% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 261,154 | $7,677 萬 | 0.54% | −8,346−3.1% | 減碼 |
| Danica Pension, Livsforsikringsaktieselskab | 260,357 | $7,659 萬 | 1.44% | +76,128+41.3% | 加碼 |
| RNC Capital Management LLC | 259,637 | $7,637 萬 | 3.34% | −14,438−5.3% | 減碼 |
| Sanibel Captiva Trust Company, Inc. | 258,029 | $7,590 萬 | 2.12% | +5,285+2.1% | 加碼 |
| Massmutual Trust Co FSB | 257,880 | $7,586 萬 | 2.07% | −8,307−3.1% | 減碼 |
| HB Wealth Management, LLC | 257,834 | $7,584 萬 | 0.49% | +10,997+4.5% | 加碼 |
| Country Trust Bank | 256,399 | $7,542 萬 | 1.43% | +19,291+8.1% | 加碼 |
| Markel Group Inc.大師馬克爾集團 | 252,550 | $7,429 萬 | 0.62% | 00.0% | 不變 |
| Tocqueville Asset Management L.P. | 251,343 | $7,394 萬 | 1.10% | −6,044−2.3% | 減碼 |
| Nicholas Company, Inc. | 248,390 | $7,307 萬 | 1.43% | −200−0.1% | 減碼 |
| Venture Visionary Partners LLC | 248,263 | $7,303 萬 | 2.44% | +7,538+3.1% | 加碼 |
| Bryn Mawr Trust Co | 248,140 | $7,299 萬 | 1.74% | −7,343−2.9% | 減碼 |
| Parsons Capital Management Inc | 247,562 | $7,282 萬 | 3.33% | +108,918+78.6% | 加碼 |
| Concurrent Investment Advisors, LLC | 242,746 | $7,141 萬 | 0.78% | +6,035+2.5% | 加碼 |
| Salem Investment Counselors Inc | 241,394 | $7,101 萬 | 2.08% | +411+0.2% | 加碼 |
| Pensionmark Financial Group, LLC | 240,938 | $7,087 萬 | 1.14% | −5,080−2.1% | 減碼 |
| JTC Employer Solutions Trusteee Ltd | 239,030 | $7,033 萬 | 5.88% | +214+0.1% | 加碼 |
| Crossmark Global Holdings, Inc. | 238,214 | $7,007 萬 | 1.04% | −3,780−1.6% | 減碼 |
| CBOE Vest Financial, LLC | 237,928 | $6,999 萬 | 0.84% | +17,397+7.9% | 加碼 |
| Meitav Dash Investments Ltd | 237,291 | $6,980 萬 | 0.77% | +193,360+440.1% | 加碼 |
| Tiaa-Cref Individual & Institutional Services, LLC | 236,786 | $6,965 萬 | 0.27% | +236,786 | 新進 |
| Sterling Capital Management LLC | 236,535 | $6,958 萬 | 1.32% | +154,398+188.0% | 加碼 |
| Silvercrest Asset Management Group LLC | 236,147 | $6,946 萬 | 0.50% | −5,120−2.1% | 減碼 |
| TIAA Wealth Investment Management LLC | 235,959 | $6,940 萬 | 0.53% | +235,959 | 新進 |
| Illinois Municipal Retirement Fund | 235,809 | $6,937 萬 | 0.88% | +28,744+13.9% | 加碼 |
| Stratos Wealth Partners, LTD. | 235,327 | $6,922 萬 | 0.79% | −266−0.1% | 減碼 |
| Johnson Investment Counsel Inc | 234,006 | $6,884 萬 | 0.56% | +6,352+2.8% | 加碼 |
| Capital Investment Advisors, LLC | 233,539 | $6,870 萬 | 1.01% | +216+0.1% | 加碼 |
| Aviso Financial Inc. | 232,793 | $6,848 萬 | 2.43% | +3,878+1.7% | 加碼 |
| Prospera Financial Services Inc | 232,028 | $6,828 萬 | 1.10% | −1,256−0.5% | 減碼 |
| Washington Trust Co | 232,013 | $6,825 萬 | 2.31% | −1,469−0.6% | 減碼 |
| Roffman Miller Associates Inc | 231,702 | $6,816 萬 | 3.93% | −11,379−4.7% | 減碼 |
| Deprince Race & Zollo Inc | 229,747 | $6,758 萬 | 1.28% | −730−0.3% | 減碼 |
| Guggenheim Capital LLC | 228,537 | $6,723 萬 | 0.54% | −20,070−8.1% | 減碼 |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 228,188 | $6,712 萬 | 1.26% | +115,305+102.1% | 加碼 |
| Seizert Capital Partners, LLC | 224,903 | $6,616 萬 | 3.04% | −8,991−3.8% | 減碼 |
| KCM Investment Advisors LLC | 224,754 | $6,611 萬 | 2.19% | +5,458+2.5% | 加碼 |
| Todd Asset Management LLC | 224,167 | $6,594 萬 | 1.29% | −21,534−8.8% | 減碼 |
| Bokf, NA | 224,107 | $6,592 萬 | 1.01% | −14,541−6.1% | 減碼 |
| Main Street Research LLC | 223,762 | $6,582 萬 | 3.83% | +1,843+0.8% | 加碼 |
| Americana Partners, LLC | 223,365 | $6,571 萬 | 1.71% | +5,566+2.6% | 加碼 |
| Dakota Wealth Management | 221,361 | $6,512 萬 | 1.41% | −22,480−9.2% | 減碼 |
| Busey Wealth Management | 220,718 | $6,493 萬 | 1.76% | +2,390+1.1% | 加碼 |
| ZWJ Investment Counsel Inc | 220,164 | $6,476 萬 | 2.33% | −1,552−0.7% | 減碼 |
| Apollon Wealth Management, LLC | 219,080 | $6,444 萬 | 1.05% | +18,901+9.4% | 加碼 |
| Perfromance Wealth Partners, LLC | 216,292 | $6,362 萬 | 1.85% | +2,998+1.4% | 加碼 |
| Destination Wealth Management | 215,812 | $6,348 萬 | 1.65% | +3,397+1.6% | 加碼 |
| Squarepoint Ops LLC | 215,804 | $6,348 萬 | 0.14% | +88,291+69.2% | 加碼 |
| GW&K Investment Management, LLC | 214,533 | $6,311 萬 | 0.56% | −2,994−1.4% | 減碼 |
| Aristotle Atlantic Partners, LLC | 214,433 | $6,308 萬 | 2.95% | −3,419−1.6% | 減碼 |
| Motley Fool Asset Management LLC | 213,168 | $6,271 萬 | 2.70% | +87,301+69.4% | 加碼 |
| Baker Avenue Asset Management, LP | 212,121 | $6,240 萬 | 1.42% | +6,605+3.2% | 加碼 |
| Modera Wealth Management, LLC | 212,075 | $6,238 萬 | 0.75% | −3,386−1.6% | 減碼 |
| Foundations Investment Advisors, LLC | 210,748 | $6,199 萬 | 0.77% | +18,192+9.4% | 加碼 |
| Gulf International Bank (UK) Ltd | 210,420 | $6,190 萬 | 1.38% | +69,846+49.7% | 加碼 |
| Spears Abacus Advisors LLC | 209,220 | $6,154 萬 | 1.21% | −8,733−4.0% | 減碼 |
| Atria Investments LLC | 208,695 | $6,139 萬 | 0.69% | −6,351−3.0% | 減碼 |
| Kempen Capital Management N.V. | 208,383 | $6,129 萬 | 0.54% | −15,607−7.0% | 減碼 |