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 |
|---|---|---|---|---|---|
| Gotham Asset Management, LLC | 114,074 | $3,356 萬 | 0.10% | +3,420+3.1% | 加碼 |
| Shufro Rose & Co LLC | 113,998 | $3,353 萬 | 2.29% | +340+0.3% | 加碼 |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 113,536 | $3,340 萬 | 1.17% | +9,279+8.9% | 加碼 |
| Polar Capital Holdings Plc | 113,274 | $3,332 萬 | 0.15% | +3,541+3.2% | 加碼 |
| Capital Group Private Client Services, Inc. | 112,364 | $3,305 萬 | 0.56% | −58,142−34.1% | 減碼 |
| HBK Sorce Advisory LLC | 109,221 | $3,300 萬 | 0.67% | −517−0.5% | 減碼 |
| Private Capital Management, LLC | 111,946 | $3,293 萬 | 3.35% | −390.0% | 減碼 |
| Sit Investment Associates Inc | 111,901 | $3,292 萬 | 0.67% | −254−0.2% | 減碼 |
| Schwerin Boyle Capital Management Inc | 111,613 | $3,283 萬 | 4.17% | −7,930−6.6% | 減碼 |
| Nemes Rush Group LLC | 111,611 | $3,283 萬 | 3.13% | +1,512+1.4% | 加碼 |
| Talbot Financial, LLC | 111,268 | $3,273 萬 | 2.75% | +2,976+2.7% | 加碼 |
| ARS Wealth Advisors Group, LLC | 110,769 | $3,258 萬 | 2.75% | +89+0.1% | 加碼 |
| Osborne Partners Capital Management, LLC | 110,719 | $3,257 萬 | 1.72% | +145+0.1% | 加碼 |
| J.P. Marvel Investment Advisors, LLC | 110,541 | $3,252 萬 | 4.61% | −146−0.1% | 減碼 |
| Resources Management Corp | 110,493 | $3,250 萬 | 4.31% | −71−0.1% | 減碼 |
| Colonial Trust Advisors | 110,222 | $3,242 萬 | 2.52% | −1,109−1.0% | 減碼 |
| Hantz Financial Services, Inc. | 110,030 | $3,237 萬 | 0.49% | −15,422−12.3% | 減碼 |
| SCS Capital Management LLC | 109,846 | $3,231 萬 | 0.34% | −7,233−6.2% | 減碼 |
| Alley Investment Management Company, LLC | 109,753 | $3,228 萬 | 3.93% | −8,217−7.0% | 減碼 |
| Private Management Group Inc | 109,734 | $3,228 萬 | 0.93% | −14,627−11.8% | 減碼 |
| Culbertson A N & Co Inc | 109,485 | $3,221 萬 | 4.18% | −4,082−3.6% | 減碼 |
| Resources Investment Advisors, LLC. | 108,507 | $3,192 萬 | 0.31% | −4,358−3.9% | 減碼 |
| Evergreen Capital Management LLC | 108,359 | $3,187 萬 | 0.69% | +13,814+14.6% | 加碼 |
| Segall Bryant & Hamill, LLC | 108,328 | $3,187 萬 | 0.46% | −1,517−1.4% | 減碼 |
| Congress Asset Management Co | 107,601 | $3,165 萬 | 0.23% | −966−0.9% | 減碼 |
| Stillwater Capital Advisors, LLC | 107,261 | $3,155 萬 | 3.60% | −1,758−1.6% | 減碼 |
| Davis-Rea Ltd. | 107,234 | $3,154 萬 | 8.22% | +20,292+23.3% | 加碼 |
| Oak Associates, Ltd | 107,153 | $3,152 萬 | 2.12% | −16,133−13.1% | 減碼 |
| GAMMA Investing LLC | 107,065 | $3,149 萬 | 1.47% | +1,691+1.6% | 加碼 |
| NFJ Investment Group, LLC | 106,583 | $3,135 萬 | 1.20% | −13,625−11.3% | 減碼 |
| Verition Fund Management LLC | 106,536 | $3,134 萬 | 0.30% | +13,494+14.5% | 加碼 |
| Coldstream Capital Management Inc | 105,301 | $3,097 萬 | 0.38% | +4,775+4.8% | 加碼 |
| Freestone Capital Holdings, LLC | 105,286 | $3,097 萬 | 0.94% | −303−0.3% | 減碼 |
| Cary Street Partners Financial LLC | 105,196 | $3,094 萬 | 0.77% | −2,592−2.4% | 減碼 |
| Old National Bancorp | 105,080 | $3,091 萬 | 0.52% | −2,596−2.4% | 減碼 |
| Clear Harbor Asset Management, LLC | 105,052 | $3,090 萬 | 2.14% | −405−0.4% | 減碼 |
| ProVise Management Group, LLC | 104,455 | $3,073 萬 | 2.21% | −1,517−1.4% | 減碼 |
| Rossmore Private Capital | 104,011 | $3,060 萬 | 2.70% | +2,574+2.5% | 加碼 |
| Quadrature Capital Ltd | 103,990 | $3,059 萬 | 0.36% | −226,175−68.5% | 減碼 |
| Brookstone Capital Management | 103,901 | $3,056 萬 | 0.35% | −3,708−3.4% | 減碼 |
| Sumitomo Life Insurance Co | 103,662 | $3,049 萬 | 0.72% | +8,058+8.4% | 加碼 |
| Hosking Partners LLP | 103,645 | $3,049 萬 | 1.09% | −501−0.5% | 減碼 |
| Absher Wealth Management, LLC | 103,218 | $3,036 萬 | 3.56% | −3,891−3.6% | 減碼 |
| Rothschild Capital Partners, LLC | 103,093 | $3,033 萬 | 7.47% | +923+0.9% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 102,974 | $3,029 萬 | 0.72% | −1,583−1.5% | 減碼 |
| Principal Securities, Inc. | 102,594 | $3,018 萬 | 0.44% | +5,662+5.8% | 加碼 |
| Lockheed Martin Investment Management Co | 102,170 | $3,005 萬 | 1.10% | −134,100−56.8% | 減碼 |
| Great Valley Advisor Group, Inc. | 101,729 | $2,992 萬 | 0.54% | +3,552+3.6% | 加碼 |
| Harvest Portfolios Group Inc. | 101,637 | $2,990 萬 | 0.49% | +10,719+11.8% | 加碼 |
| Manning & Napier Advisors LLC | 101,330 | $2,981 萬 | 0.42% | −11,195−9.9% | 減碼 |
| Callan Family Office, LLC | 100,923 | $2,969 萬 | 0.67% | −3,319−3.2% | 減碼 |
| Lyell Wealth Management, LP | 100,578 | $2,959 萬 | 2.17% | −239−0.2% | 減碼 |
| Diversified Trust Co | 100,511 | $2,957 萬 | 0.55% | +75+0.1% | 加碼 |
| Saudi Central Bank | 100,482 | $2,956 萬 | 0.63% | +99,345+8,737.5% | 加碼 |
| Empirical Finance, LLC | 100,238 | $2,949 萬 | 1.39% | −258−0.3% | 減碼 |
| Kornitzer Capital Management Inc | 100,064 | $2,943 萬 | 0.63% | −2,126−2.1% | 減碼 |
| Skopos Labs, Inc. | 99,972 | $2,941 萬 | 0.92% | +23,800+31.2% | 加碼 |
| Tower Research Capital LLC (TRC) | 99,893 | $2,938 萬 | 0.76% | +1,979+2.0% | 加碼 |
| Chicago Partners Investment Group LLC | 93,677 | $2,932 萬 | 0.66% | +6,445+7.4% | 加碼 |
| CAPROCK Group, Inc. | 99,656 | $2,931 萬 | 0.71% | −4,349−4.2% | 減碼 |
| Forbes J M & Co LLP | 99,612 | $2,930 萬 | 2.48% | +1,046+1.1% | 加碼 |
| First Foundation Advisors | 99,471 | $2,926 萬 | 1.18% | +417+0.4% | 加碼 |
| Bragg Financial Advisors, Inc | 99,368 | $2,923 萬 | 0.92% | +3,260+3.4% | 加碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 99,312 | $2,921 萬 | 2.43% | −239−0.2% | 減碼 |
| CMT Capital Markets Trading GmbH | 98,586 | $2,900 萬 | 13.36% | +98,586 | 新進 |
| Mutual Advisors, LLC | 98,272 | $2,891 萬 | 0.62% | −332−0.3% | 減碼 |
| United Bank | 98,187 | $2,888 萬 | 3.70% | −214−0.2% | 減碼 |
| Yarbrough Capital, LLC | 97,875 | $2,879 萬 | 1.01% | 00.0% | 不變 |
| Jefferies Financial Group Inc. | 97,564 | $2,870 萬 | 0.35% | −272,638−73.6% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 97,369 | $2,864 萬 | 1.58% | −1,404−1.4% | 減碼 |
| Ballentine Partners, LLC | 97,334 | $2,863 萬 | 0.40% | +612+0.6% | 加碼 |
| Gillespie Robinson & Grimm Inc | 97,100 | $2,856 萬 | 2.08% | −843−0.9% | 減碼 |
| Azimuth Capital Investment Management LLC | 97,037 | $2,854 萬 | 1.07% | −2,117−2.1% | 減碼 |
| Ritholtz Wealth Management | 97,008 | $2,854 萬 | 0.50% | −155−0.2% | 減碼 |
| CWA Asset Management Group, LLC | 96,941 | $2,852 萬 | 0.98% | −1,762−1.8% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 96,697 | $2,844 萬 | 0.07% | −5,335−5.2% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 96,277 | $2,832 萬 | 1.02% | +2,210+2.3% | 加碼 |
| Trust Co of Toledo NA | 96,228 | $2,831 萬 | 2.69% | −907−0.9% | 減碼 |
| Guardian Partners Inc. | 95,888 | $2,828 萬 | 2.36% | −4,930−4.9% | 減碼 |
| Quadrant Capital Group LLC | 95,545 | $2,811 萬 | 0.84% | +4,219+4.6% | 加碼 |
| Birch Hill Investment Advisors LLC | 95,510 | $2,810 萬 | 1.26% | −1,300−1.3% | 減碼 |
| Callahan Advisors, LLC | 95,408 | $2,807 萬 | 2.34% | −1,165−1.2% | 減碼 |
| Level Four Advisory Services, LLC | 95,223 | $2,801 萬 | 0.92% | −3,654−3.7% | 減碼 |
| Trexquant Investment LP | 95,105 | $2,798 萬 | 0.20% | −452−0.5% | 減碼 |
| Titan Investment Solutions Ltd | 94,991 | $2,794 萬 | 3.58% | +90,149+1,861.8% | 加碼 |
| Bourgeon Capital Management LLC | 94,837 | $2,790 萬 | 4.86% | +6,983+7.9% | 加碼 |
| Assenagon Asset Management S.A. | 94,615 | $2,783 萬 | 0.04% | −1,308−1.4% | 減碼 |
| Boston Private Wealth LLC | 94,611 | $2,783 萬 | 1.83% | −5,799−5.8% | 減碼 |
| AustralianSuper Pty Ltd | 94,560 | $2,782 萬 | 0.14% | −314,070−76.9% | 減碼 |
| Northwest & Ethical Investments L.P. | 94,393 | $2,777 萬 | 0.64% | +9,776+11.6% | 加碼 |
| Beese Fulmer Investment Management, Inc. | 94,406 | $2,777 萬 | 1.78% | +213+0.2% | 加碼 |
| Grimes & Company, Inc. | 94,319 | $2,774 萬 | 0.77% | −3,505−3.6% | 減碼 |
| AlphaCore Capital LLC | 94,131 | $2,769 萬 | 0.66% | −5,738−5.7% | 減碼 |
| Cidel Asset Management Inc | 93,986 | $2,765 萬 | 1.51% | +8,971+10.6% | 加碼 |
| Harbour Trust & Investment Management Co | 93,370 | $2,747 萬 | 2.91% | +1,380+1.5% | 加碼 |
| Fort Sheridan Advisors LLC | 93,322 | $2,745 萬 | 3.32% | +897+1.0% | 加碼 |
| Independence Bank of Kentucky | 93,122 | $2,739 萬 | 3.47% | +1,929+2.1% | 加碼 |
| Wedbush Securities Inc | 92,574 | $2,723 萬 | 0.79% | +3,165+3.5% | 加碼 |
| Canada Post Corp Registered Pension Plan | 92,305 | $2,715 萬 | 1.08% | −5,755−5.9% | 減碼 |
| NLB Skladi, upravljanje premozenja, d.o.o. | 92,145 | $2,711 萬 | 1.30% | −4,747−4.9% | 減碼 |