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 |
|---|---|---|---|---|---|
| Kimelman & Baird, LLC | 207,978 | $6,118 萬 | 5.03% | −23,592−10.2% | 減碼 |
| Crawford Investment Counsel Inc | 205,658 | $6,050 萬 | 1.03% | −7,335−3.4% | 減碼 |
| Argent Capital Management LLC | 204,904 | $6,027 萬 | 1.90% | −21,859−9.6% | 減碼 |
| Adams Diversified Equity Fund, Inc. | 204,863 | $6,026 萬 | 2.12% | −2,000−1.0% | 減碼 |
| Arkadios Wealth Advisors | 203,911 | $5,998 萬 | 0.99% | +11,372+5.9% | 加碼 |
| Pictet & Cie (Europe) SA | 202,427 | $5,955 萬 | 1.27% | −659−0.3% | 減碼 |
| AIA Group Ltd | 202,264 | $5,950 萬 | 0.86% | +56,127+38.4% | 加碼 |
| Moody Lynn & Lieberson, LLC | 201,465 | $5,926 萬 | 3.33% | −8,017−3.8% | 減碼 |
| Brinker Capital Investments, LLC | 201,029 | $5,913 萬 | 0.50% | −37,172−15.6% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 200,900 | $5,910 萬 | 2.38% | −457−0.2% | 減碼 |
| Oakworth Capital, Inc. | 200,723 | $5,904 萬 | 3.13% | +4,118+2.1% | 加碼 |
| LGT Fund Management Co Ltd. | 200,474 | $5,897 萬 | 2.56% | +143,478+251.7% | 加碼 |
| Capital Fund Management S.A. | 198,920 | $5,851 萬 | 0.52% | −76,278−27.7% | 減碼 |
| Mill Capital Management, LLC | 198,511 | $5,839 萬 | 4.44% | +330+0.2% | 加碼 |
| Hudson Bay Capital Management LP | 197,776 | $5,818 萬 | 0.35% | +120,276+155.2% | 加碼 |
| Integrated Wealth Concepts LLC | 197,560 | $5,811 萬 | 0.46% | +79,136+66.8% | 加碼 |
| Beacon Investment Advisory Services, Inc. | 197,112 | $5,798 萬 | 2.41% | −28,490−12.6% | 減碼 |
| Summit Financial, LLC | 196,239 | $5,773 萬 | 0.74% | +7,969+4.2% | 加碼 |
| Northeast Investment Management | 194,410 | $5,719 萬 | 2.37% | +490+0.3% | 加碼 |
| NS Partners Ltd | 194,058 | $5,708 萬 | 2.56% | +33,424+20.8% | 加碼 |
| Gradient Investments LLC | 193,602 | $5,695 萬 | 0.88% | +156+0.1% | 加碼 |
| Ingalls & Snyder LLC | 193,493 | $5,692 萬 | 2.02% | −3,769−1.9% | 減碼 |
| Meridian Wealth Management, LLC | 193,088 | $5,680 萬 | 2.01% | −3,850−2.0% | 減碼 |
| Klingenstein Fields & Co LP | 192,979 | $5,677 萬 | 2.24% | −1,794−0.9% | 減碼 |
| RiverFront Investment Group, LLC | 190,896 | $5,615 萬 | 0.87% | −73,573−27.8% | 減碼 |
| Heritage Investors Management Corp | 190,490 | $5,604 萬 | 1.70% | −434−0.2% | 減碼 |
| Howard Capital Management Group, LLC | 189,974 | $5,588 萬 | 3.71% | −8,530−4.3% | 減碼 |
| American Assets Investment Management, LLC | 2,259,400 | $5,575 萬 | 3.79% | 00.0% | 不變 |
| Milford Funds Ltd | 188,515 | $5,545 萬 | 1.16% | −102,460−35.2% | 減碼 |
| Elo Mutual Pension Insurance Co | 186,479 | $5,485 萬 | 0.90% | −28,845−13.4% | 減碼 |
| Nexus Investment Management ULC | 186,379 | $5,483 萬 | 7.67% | −2,957−1.6% | 減碼 |
| Howe & Rusling Inc | 186,300 | $5,480 萬 | 3.58% | −531−0.3% | 減碼 |
| St Germain D J Co Inc | 184,189 | $5,418 萬 | 2.14% | −4,452−2.4% | 減碼 |
| Allianz SE | 184,036 | $5,414 萬 | 0.60% | −20,421−10.0% | 減碼 |
| Blue Sparrow, LLC | 182,411 | $5,366 萬 | 0.92% | −91,670−33.4% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 182,397 | $5,365 萬 | 0.30% | −90,027−33.0% | 減碼 |
| Vestor Capital, LLC | 180,127 | $5,299 萬 | 3.83% | +166,432+1,215.3% | 加碼 |
| Snowden Capital Advisors LLC | 178,173 | $5,241 萬 | 1.39% | +5,776+3.4% | 加碼 |
| Braun Stacey Associates Inc | 178,152 | $5,241 萬 | 1.74% | −4,087−2.2% | 減碼 |
| Advisory Services Network, LLC | 178,106 | $5,239 萬 | 0.70% | +6,206+3.6% | 加碼 |
| Cornerstone Advisors, LLC | 177,996 | $5,236 萬 | 1.93% | +5,796+3.4% | 加碼 |
| Clifford Swan Investment Counsel LLC | 177,945 | $5,234 萬 | 1.78% | −3,047−1.7% | 減碼 |
| Merit Financial Group, LLC | 177,870 | $5,232 萬 | 0.39% | +6,541+3.8% | 加碼 |
| Levin Capital Strategies, L.P. | 177,327 | $5,216 萬 | 3.97% | +5,016+2.9% | 加碼 |
| First National Trust Co | 176,820 | $5,201 萬 | 1.77% | −2,037−1.1% | 減碼 |
| Osmosis Investment Management UK Ltd | 175,265 | $5,156 萬 | 1.38% | −11,719−6.3% | 減碼 |
| Chesley Taft & Associates LLC | 175,119 | $5,151 萬 | 2.15% | −1,089−0.6% | 減碼 |
| Norinchukin Bank, The | 172,155 | $5,064 萬 | 0.59% | −2,514−1.4% | 減碼 |
| Lazard Freres Gestion S.A.S. | 171,596 | $5,048 萬 | 1.00% | +1,524+0.9% | 加碼 |
| Mount Yale Investment Advisors, LLC | 171,511 | $5,045 萬 | 1.20% | +84,028+96.1% | 加碼 |
| Randolph Co Inc | 171,173 | $5,035 萬 | 4.81% | −507−0.3% | 減碼 |
| Eagle Global Advisors LLC | 170,434 | $5,013 萬 | 1.81% | −865−0.5% | 減碼 |
| First National Bank of Omaha | 171,257 | $4,982 萬 | 1.54% | −3,569−2.0% | 減碼 |
| Laird Norton Trust Company, LLC | 169,233 | $4,978 萬 | 1.09% | −6,316−3.6% | 減碼 |
| Cornerstone Investment Partners, LLC | 168,941 | $4,970 萬 | 2.09% | +19,087+12.7% | 加碼 |
| Capital International Sarl | 167,536 | $4,928 萬 | 0.81% | −48,217−22.3% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 167,181 | $4,918 萬 | 0.55% | +56,924+51.6% | 加碼 |
| South State Corp. | 166,238 | $4,890 萬 | 2.28% | +759+0.5% | 加碼 |
| RSM US Wealth Management LLC | 165,908 | $4,880 萬 | 0.60% | +393+0.2% | 加碼 |
| We Are One Seven, LLC | 165,728 | $4,875 萬 | 0.98% | +673+0.4% | 加碼 |
| MKP Capital Management, L.L.C. | 165,000 | $4,854 萬 | 1.59% | +165,000 | 新進 |
| Sculptor Capital LP | 164,800 | $4,848 萬 | 0.55% | 00.0% | 不變 |
| Modern Wealth Management, LLC | 163,931 | $4,842 萬 | 0.83% | +5,746+3.6% | 加碼 |
| Nan Shan Life Insurance Co., Ltd. | 164,353 | $4,835 萬 | 1.75% | +140,939+601.9% | 加碼 |
| Central Trust Co | 163,883 | $4,821 萬 | 0.95% | +845+0.5% | 加碼 |
| Gamco Investors, Inc. Et Al | 163,800 | $4,818 萬 | 0.47% | −7,122−4.2% | 減碼 |
| Vident Advisory, LLC | 163,755 | $4,817 萬 | 0.41% | −7,906−4.6% | 減碼 |
| Drexel Morgan & Co. | 163,589 | $4,812 萬 | 7.06% | 00.0% | 不變 |
| Voleon Capital Management LP | 163,516 | $4,810 萬 | 1.04% | +59,001+56.5% | 加碼 |
| Mizuho Securities USA LLC | 162,997 | $4,795 萬 | 1.13% | −35,220−17.8% | 減碼 |
| Wharton Business Group, LLC | 162,403 | $4,777 萬 | 1.80% | −175−0.1% | 減碼 |
| Estabrook Capital Management | 162,307 | $4,774 萬 | 6.97% | −777−0.5% | 減碼 |
| Smith, Salley & Associates | 161,087 | $4,739 萬 | 2.38% | +2,733+1.7% | 加碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 161,057 | $4,738 萬 | 2.27% | −1,314−0.8% | 減碼 |
| National Mutual Insurance Federation of Agricultural Cooperatives | 160,900 | $4,733 萬 | 0.36% | 00.0% | 不變 |
| Choate Investment Advisors | 160,833 | $4,731 萬 | 0.93% | +21,324+15.3% | 加碼 |
| Park Avenue Securities LLC | 159,990 | $4,706 萬 | 0.37% | +1,288+0.8% | 加碼 |
| FreeGulliver LLC | 159,733 | $4,699 萬 | 19.81% | −545−0.3% | 減碼 |
| Maple Capital Management, Inc. | 159,664 | $4,697 萬 | 3.14% | −25,999−14.0% | 減碼 |
| Cambiar Investors LLC | 159,429 | $4,690 萬 | 2.17% | −3,701−2.3% | 減碼 |
| TCG Advisory Services, LLC | 158,439 | $4,661 萬 | 1.14% | +1,989+1.3% | 加碼 |
| Highland Capital Management, LLC | 158,421 | $4,660 萬 | 2.47% | +2,014+1.3% | 加碼 |
| Benjamin Edwards Inc | 158,229 | $4,656 萬 | 0.46% | +7,822+5.2% | 加碼 |
| Marco Investment Management LLC | 157,713 | $4,639 萬 | 3.50% | +2,115+1.4% | 加碼 |
| Marsico Capital Management LLC | 156,753 | $4,611 萬 | 1.36% | −146,835−48.4% | 減碼 |
| First Horizon Corp | 156,688 | $4,609 萬 | 1.93% | +22,178+16.5% | 加碼 |
| Allen Investment Management LLC | 155,561 | $4,576 萬 | 0.57% | −1,586−1.0% | 減碼 |
| Discovery Capital Management, LLC | 154,700 | $4,551 萬 | 2.36% | −72,500−31.9% | 減碼 |
| Fukoku Mutual Life Insurance Co | 154,637 | $4,549 萬 | 2.98% | −236−0.2% | 減碼 |
| Savant Capital, LLC | 154,146 | $4,534 萬 | 0.22% | +13,232+9.4% | 加碼 |
| Kingsview Wealth Management, LLC | 154,138 | $4,534 萬 | 0.62% | +15,332+11.0% | 加碼 |
| Jain Global LLC | 153,753 | $4,523 萬 | 0.58% | +142,335+1,246.6% | 加碼 |
| Generali Asset Management SPA SGR | 153,690 | $4,521 萬 | 0.94% | −11,290−6.8% | 減碼 |
| Hartford Investment Management Co | 153,683 | $4,521 萬 | 1.43% | −3,668−2.3% | 減碼 |
| Blue Chip Partners, Inc. | 153,633 | $4,519 萬 | 3.25% | +1,230+0.8% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 153,475 | $4,515 萬 | 1.29% | −18,675−10.8% | 減碼 |
| Farmers & Merchants Investments Inc | 152,429 | $4,484 萬 | 1.24% | +2,277+1.5% | 加碼 |
| First Citizens Bank & Trust Co | 152,331 | $4,481 萬 | 0.94% | +3,539+2.4% | 加碼 |
| Fishman Jay A Ltd | 152,033 | $4,472 萬 | 3.99% | −4,646−3.0% | 減碼 |
| Fisher Funds Management LTD | 151,952 | $4,470 萬 | 1.31% | −47,234−23.7% | 減碼 |