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 |
|---|---|---|---|---|---|
| Anchor Capital Advisors LLC | 151,088 | $4,444 萬 | 1.27% | +1,969+1.3% | 加碼 |
| Private Wealth Partners, LLC | 150,859 | $4,438 萬 | 3.42% | −3,073−2.0% | 減碼 |
| Bailard, Inc. | 150,347 | $4,423 萬 | 1.02% | −4,470−2.9% | 減碼 |
| Delaney Capital Management Ltd. | 149,067 | $4,385 萬 | 7.04% | +82+0.1% | 加碼 |
| NorthCrest Asset Manangement, LLC | 148,628 | $4,379 萬 | 1.36% | −67,738−31.3% | 減碼 |
| Gardner Russo & Quinn LLC大師Gardner Russo & Quinn | 148,798 | $4,377 萬 | 0.52% | −380,019−71.9% | 減碼 |
| Wilsey Asset Management Inc | 148,516 | $4,369 萬 | 6.85% | +11,039+8.0% | 加碼 |
| Bollard Group LLC | 146,569 | $4,312 萬 | 1.32% | +19,190+15.1% | 加碼 |
| CSM Advisors, LLC | 146,524 | $4,311 萬 | 1.06% | −20,947−12.5% | 減碼 |
| Brandes Investment Partners, LP | 145,662 | $4,285 萬 | 0.30% | −15,304−9.5% | 減碼 |
| Wesleyan Assurance Society | 145,604 | $4,283 萬 | 2.53% | 00.0% | 不變 |
| Carret Asset Management, LLC | 144,646 | $4,255 萬 | 4.17% | −450−0.3% | 減碼 |
| Vise Technologies, Inc. | 132,017 | $4,254 萬 | 0.84% | 00.0% | 不變 |
| Prime Capital Investment Advisors, LLC | 144,493 | $4,250 萬 | 0.49% | −1,582−1.1% | 減碼 |
| MMBG Investment Advisors Co. | 144,021 | $4,237 萬 | 3.89% | +1,694+1.2% | 加碼 |
| Farther Finance Advisors, LLC | 142,980 | $4,223 萬 | 0.40% | −2,065−1.4% | 減碼 |
| Franklin Street Advisors Inc | 143,423 | $4,219 萬 | 2.59% | −3,138−2.1% | 減碼 |
| Sumitomo Mitsui Financial Group, Inc. | 143,253 | $4,214 萬 | 0.86% | +11,098+8.4% | 加碼 |
| Rothschild Investment LLC | 142,747 | $4,199 萬 | 2.19% | −219−0.2% | 減碼 |
| Madison Asset Management, LLC | 142,142 | $4,181 萬 | 0.52% | +4,274+3.1% | 加碼 |
| Triglav Skladi, D.O.O. | 141,675 | $4,168 萬 | 2.92% | −57,819−29.0% | 減碼 |
| Osterweis Capital Management Inc | 141,453 | $4,161 萬 | 2.15% | +2,458+1.8% | 加碼 |
| Ceredex Value Advisors LLC | 141,424 | $4,160 萬 | 1.31% | +8,253+6.2% | 加碼 |
| Baltimore-Washington Financial Advisors, Inc. | 141,275 | $4,156 萬 | 1.79% | +3,268+2.4% | 加碼 |
| Fifth Third Wealth Advisors LLC | 141,112 | $4,151 萬 | 1.40% | +10,034+7.7% | 加碼 |
| Intech Investment Management LLC | 140,943 | $4,146 萬 | 0.41% | −88,399−38.5% | 減碼 |
| Smith Group Asset Management, LLC | 140,693 | $4,139 萬 | 2.11% | +9,567+7.3% | 加碼 |
| Summit Trail Advisors, LLC | 140,214 | $4,125 萬 | 0.59% | +28,144+25.1% | 加碼 |
| Central Securities Corp | 140,000 | $4,118 萬 | 3.40% | 00.0% | 不變 |
| Chicago Capital, LLC | 138,958 | $4,088 萬 | 1.10% | −1,833−1.3% | 減碼 |
| Lowe Brockenbrough & Co Inc | 138,468 | $4,073 萬 | 2.03% | +141+0.1% | 加碼 |
| Community Trust & Investment Co | 138,084 | $4,062 萬 | 2.21% | +3,200+2.4% | 加碼 |
| LMCG Investments, LLC | 137,569 | $4,047 萬 | 2.41% | −11,906−8.0% | 減碼 |
| Louisiana State Employees Retirement System | 137,400 | $4,042 萬 | 0.71% | −1,700−1.2% | 減碼 |
| Kanawha Capital Management LLC | 136,993 | $4,030 萬 | 2.84% | +646+0.5% | 加碼 |
| Penobscot Investment Management Company, Inc. | 136,861 | $4,026 萬 | 3.15% | −2,543−1.8% | 減碼 |
| Metis Global Partners, LLC | 136,838 | $4,025 萬 | 0.99% | −5,896−4.1% | 減碼 |
| Conning Inc. | 136,713 | $4,022 萬 | 1.34% | +16,013+13.3% | 加碼 |
| Maryland State Retirement & Pension System | 136,675 | $4,020 萬 | 0.82% | +629+0.5% | 加碼 |
| WestEnd Advisors, LLC | 136,300 | $4,009 萬 | 0.97% | −25,257−15.6% | 減碼 |
| First American Bank | 136,055 | $4,002 萬 | 2.51% | +1,477+1.1% | 加碼 |
| La Banque Postale Asset Management SA | 135,869 | $3,997 萬 | 0.55% | +24,792+22.3% | 加碼 |
| Noesis Capital Mangement Corp | 135,829 | $3,996 萬 | 5.91% | +272+0.2% | 加碼 |
| Parallel Advisors, LLC | 135,514 | $3,986 萬 | 0.72% | +1,198+0.9% | 加碼 |
| Pacer Advisors, Inc. | 134,940 | $3,969 萬 | 0.11% | −77,837−36.6% | 減碼 |
| Matrix Asset Advisors Inc | 134,535 | $3,957 萬 | 3.63% | −1,600−1.2% | 減碼 |
| Jupiter Asset Management Ltd | 134,443 | $3,955 萬 | 0.21% | −31,606−19.0% | 減碼 |
| Miracle Mile Advisors, LLC | 133,569 | $3,929 萬 | 0.54% | −1,136−0.8% | 減碼 |
| Perigon Wealth Management, LLC | 132,493 | $3,897 萬 | 0.71% | +299+0.2% | 加碼 |
| WSFS Capital Management, LLC | 132,448 | $3,896 萬 | 1.89% | −4,863−3.5% | 減碼 |
| Bleakley Financial Group, LLC | 131,802 | $3,877 萬 | 0.61% | +10,323+8.5% | 加碼 |
| AG2R la Mondiale Gestion D'Actifs | 131,500 | $3,868 萬 | 1.76% | +298+0.2% | 加碼 |
| Valeo Financial Advisors, LLC | 131,299 | $3,862 萬 | 0.92% | −12,281−8.6% | 減碼 |
| Independent Advisor Alliance | 130,844 | $3,849 萬 | 0.41% | −41,939−24.3% | 減碼 |
| Horizon Investments, LLC | 131,354 | $3,844 萬 | 0.43% | +6,219+5.0% | 加碼 |
| Neville Rodie & Shaw Inc | 130,442 | $3,837 萬 | 2.79% | −1,017−0.8% | 減碼 |
| Axxcess Wealth Management, LLC | 130,075 | $3,826 萬 | 1.23% | −15,249−10.5% | 減碼 |
| Narwhal Capital Management | 129,809 | $3,818 萬 | 2.82% | −194−0.1% | 減碼 |
| 71 West Capital Partners | 129,028 | $3,795 萬 | 1.67% | +11,206+9.5% | 加碼 |
| Crake Asset Management LLP | 129,019 | $3,795 萬 | 1.33% | +129,019 | 新進 |
| Villere St Denis J & Co LLC | 128,129 | $3,769 萬 | 4.16% | −58,713−31.4% | 減碼 |
| Picton Mahoney Asset Management | 127,375 | $3,747 萬 | 0.39% | +67,867+114.0% | 加碼 |
| New Mexico Educational Retirement Board | 126,650 | $3,726 萬 | 1.15% | 00.0% | 不變 |
| Appleton Partners Inc | 126,590 | $3,724 萬 | 2.60% | −522−0.4% | 減碼 |
| Ostrum Asset Management | 126,438 | $3,719 萬 | 2.09% | −26,796−17.5% | 減碼 |
| Martingale Asset Management L P | 125,982 | $3,706 萬 | 0.93% | −11,190−8.2% | 減碼 |
| Moors & Cabot, Inc. | 125,682 | $3,697 萬 | 1.58% | −2,957−2.3% | 減碼 |
| Tower Bridge Advisors | 125,531 | $3,693 萬 | 3.57% | +1,485+1.2% | 加碼 |
| Heritage Wealth Advisors | 125,341 | $3,687 萬 | 1.44% | −25,923−17.1% | 減碼 |
| LaFleur & Godfrey LLC | 125,339 | $3,687 萬 | 4.59% | −2,298−1.8% | 減碼 |
| Verity & Verity, LLC | 125,147 | $3,681 萬 | 2.74% | +196+0.2% | 加碼 |
| NBT Bank N A | 125,008 | $3,677 萬 | 2.41% | −1,252−1.0% | 減碼 |
| DKRT Investments Corp. | 125,000 | $3,677 萬 | 9.32% | 00.0% | 不變 |
| Fiduciary Alliance LLC | 119,379 | $3,652 萬 | 2.20% | −16,358−12.1% | 減碼 |
| Bridgeway Capital Management, LLC | 123,393 | $3,630 萬 | 0.73% | +2,831+2.3% | 加碼 |
| TruWealth Advisors, LLC | 123,130 | $3,622 萬 | 1.74% | +4,865+4.1% | 加碼 |
| Fred Alger Management, LLC | 121,944 | $3,587 萬 | 0.16% | −11,869−8.9% | 減碼 |
| KMG Fiduciary Partners, LLC | 121,421 | $3,572 萬 | 2.64% | −1,170−1.0% | 減碼 |
| Abner Herrman & Brock LLC | 121,356 | $3,570 萬 | 3.95% | −454−0.4% | 減碼 |
| First Fiduciary Investment Counsel, Inc. | 121,208 | $3,565 萬 | 7.17% | −5,574−4.4% | 減碼 |
| Steigerwald, Gordon & Koch Inc. | 119,877 | $3,526 萬 | 3.62% | −611−0.5% | 減碼 |
| Payden & Rygel | 119,850 | $3,526 萬 | 2.74% | −32,300−21.2% | 減碼 |
| BLB&B Advisors, LLC | 119,678 | $3,520 萬 | 1.45% | −6,427−5.1% | 減碼 |
| Foster Dykema Cabot & Partners, LLC | 118,474 | $3,485 萬 | 2.22% | −1,244−1.0% | 減碼 |
| Dodge & Cox | 118,455 | $3,484 萬 | 0.02% | −5,950−4.8% | 減碼 |
| Hamilton Capital Partners Inc. | 118,402 | $3,483 萬 | 1.17% | +18,719+18.8% | 加碼 |
| Soros Fund Management LLC大師索羅斯基金管理 | 118,358 | $3,482 萬 | 0.48% | +116,193+5,366.9% | 加碼 |
| Susquehanna Portfolio Strategies, LLC | 118,349 | $3,481 萬 | 0.52% | 00.0% | 不變 |
| Dana Investment Advisors, Inc. | 118,349 | $3,481 萬 | 1.04% | −3,886−3.2% | 減碼 |
| Palisade Capital Management LLC | 118,301 | $3,480 萬 | 1.16% | −1,948−1.6% | 減碼 |
| Nicolet Bankshares Inc | 117,821 | $3,474 萬 | 1.28% | +98,321+504.2% | 加碼 |
| Woodbridge Co Ltd | 117,593 | $3,459 萬 | 0.12% | 00.0% | 不變 |
| Polaris Capital Management, LLC | 117,552 | $3,458 萬 | 2.83% | +297+0.3% | 加碼 |
| Patten & Patten Inc | 117,013 | $3,442 萬 | 2.08% | −2,663−2.2% | 減碼 |
| Adell Harriman & Carpenter Inc | 116,917 | $3,439 萬 | 2.10% | +463+0.4% | 加碼 |
| J.W. Cole Advisors, Inc. | 116,797 | $3,436 萬 | 1.16% | −971−0.8% | 減碼 |
| First Long Island Investors, LLC | 116,308 | $3,421 萬 | 2.78% | −1,119−1.0% | 減碼 |
| Stonebridge Capital Advisors LLC | 116,213 | $3,419 萬 | 2.39% | −1,044−0.9% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 115,014 | $3,383 萬 | 1.29% | +11,720+11.3% | 加碼 |
| Texas Yale Capital Corp. | 114,636 | $3,372 萬 | 0.96% | +2,524+2.3% | 加碼 |