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 |
|---|---|---|---|---|---|
| Albion Financial Group | 92,081 | $2,709 萬 | 1.75% | −491−0.5% | 減碼 |
| Sienna Gestion | 94,562 | $2,703 萬 | 1.77% | −44,675−32.1% | 減碼 |
| Avanza Fonder AB | 91,809 | $2,701 萬 | 0.75% | −620−0.7% | 減碼 |
| Barrow Hanley Mewhinney & Strauss LLC | 91,407 | $2,689 萬 | 0.09% | −13,169−12.6% | 減碼 |
| GHP Investment Advisors, Inc. | 90,901 | $2,674 萬 | 1.10% | −1,379−1.5% | 減碼 |
| GDS Wealth Management | 90,876 | $2,673 萬 | 1.61% | +4,273+4.9% | 加碼 |
| Leavell Investment Management, Inc. | 90,695 | $2,668 萬 | 1.09% | +316+0.3% | 加碼 |
| Pallas Capital Advisors LLC | 90,593 | $2,665 萬 | 1.00% | −4,961−5.2% | 減碼 |
| Greenleaf Trust | 90,465 | $2,661 萬 | 0.26% | −3,661−3.9% | 減碼 |
| Cullen Investment Group, Ltd. | 90,352 | $2,657 萬 | 3.51% | −6,786−7.0% | 減碼 |
| Dixon Mitchell Investment Counsel Inc. | 89,925 | $2,650 萬 | 0.92% | −664−0.7% | 減碼 |
| Cincinnati Financial Corp | 90,000 | $2,647 萬 | 0.53% | 00.0% | 不變 |
| Calamos Wealth Management LLC | 89,906 | $2,645 萬 | 0.91% | +11,389+14.5% | 加碼 |
| Banque Cantonale Vaudoise | 89,596 | $2,636 萬 | 0.99% | +5,397+6.4% | 加碼 |
| Barlow Wealth Partners, Inc. | 84,361 | $2,618 萬 | 2.91% | −553−0.7% | 減碼 |
| Rockland Trust Co | 88,609 | $2,607 萬 | 1.04% | −3,515−3.8% | 減碼 |
| Addenda Capital Inc. | 88,510 | $2,604 萬 | 0.73% | +2,197+2.5% | 加碼 |
| Fiduciary Group LLC | 87,657 | $2,579 萬 | 2.20% | −761−0.9% | 減碼 |
| Edge Wealth Management LLC | 87,312 | $2,568 萬 | 4.39% | −221−0.3% | 減碼 |
| Webster Bank, N. A. | 87,165 | $2,564 萬 | 2.43% | −1,255−1.4% | 減碼 |
| Rempart Asset Management Inc. | 86,860 | $2,555 萬 | 5.37% | −877−1.0% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 86,802 | $2,553 萬 | 0.44% | +5,403+6.6% | 加碼 |
| Moran Wealth Management, LLC | 86,785 | $2,553 萬 | 0.78% | −2,422−2.7% | 減碼 |
| Westpac Banking Corp | 86,654 | $2,549 萬 | 1.77% | −1,762−2.0% | 減碼 |
| Arbejdsmarkedets Tillaegspension | 86,650 | $2,549 萬 | 0.63% | +9,252+12.0% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 86,271 | $2,538 萬 | 0.38% | −711−0.8% | 減碼 |
| Kovitz Investment Group Partners, LLC | 86,090 | $2,532 萬 | 0.59% | +4,108+5.0% | 加碼 |
| Washington Trust Bank | 85,949 | $2,528 萬 | 1.86% | −6,455−7.0% | 減碼 |
| Cohen Capital Management, Inc. | 85,828 | $2,525 萬 | 3.92% | +310+0.4% | 加碼 |
| Anderson Hoagland & Co | 85,580 | $2,517 萬 | 2.17% | −1,713−2.0% | 減碼 |
| First American Trust, FSB | 85,121 | $2,504 萬 | 1.68% | −10,380−10.9% | 減碼 |
| Summitry LLC | 84,865 | $2,496 萬 | 0.88% | +80,617+1,897.8% | 加碼 |
| Knights of Columbus Asset Advisors LLC | 84,843 | $2,496 萬 | 1.41% | +1,338+1.6% | 加碼 |
| Trust Co of Virginia | 84,750 | $2,493 萬 | 2.09% | −2,074−2.4% | 減碼 |
| Baldwin Brothers Inc | 84,727 | $2,492 萬 | 1.81% | −11,094−11.6% | 減碼 |
| Oak Harvest Investment Services | 84,724 | $2,492 萬 | 2.60% | +2,619+3.2% | 加碼 |
| Ninety One SA (PTY) Ltd | 85,348 | $2,489 萬 | 1.07% | +4,664+5.8% | 加碼 |
| WCG Wealth Advisors LLC | 83,934 | $2,469 萬 | 0.69% | +9,143+12.2% | 加碼 |
| North Star Asset Management Inc | 83,929 | $2,469 萬 | 1.07% | +2,827+3.5% | 加碼 |
| Signaturefd, LLC | 83,876 | $2,467 萬 | 0.38% | +1,716+2.1% | 加碼 |
| Tritonpoint Wealth, LLC | 83,716 | $2,463 萬 | 2.64% | −2,014−2.3% | 減碼 |
| Ethic Inc. | 83,705 | $2,462 萬 | 0.39% | +8,008+10.6% | 加碼 |
| Westchester Capital Management, Inc. | 83,413 | $2,454 萬 | 4.94% | +1,021+1.2% | 加碼 |
| Dearborn Partners LLC | 83,156 | $2,446 萬 | 1.32% | −757−0.9% | 減碼 |
| Red Door Wealth Management, LLC | 83,085 | $2,444 萬 | 2.54% | +965+1.2% | 加碼 |
| Verdence Capital Advisors LLC | 82,926 | $2,439 萬 | 1.42% | −2,382−2.8% | 減碼 |
| Woodmont Investment Counsel LLC | 82,715 | $2,433 萬 | 1.50% | +1,432+1.8% | 加碼 |
| Ascent Group, LLC | 82,567 | $2,429 萬 | 0.84% | −294−0.4% | 減碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 82,455 | $2,425 萬 | 2.17% | +2,957+3.7% | 加碼 |
| Motco | 82,422 | $2,425 萬 | 2.24% | −782−0.9% | 減碼 |
| Canandaigua National Corp | 82,359 | $2,423 萬 | 2.17% | +82,359 | 新進 |
| Montag A & Associates Inc | 82,267 | $2,420 萬 | 1.12% | +2,786+3.5% | 加碼 |
| Easterly Investment Partners LLC | 81,918 | $2,396 萬 | 1.83% | +1,198+1.5% | 加碼 |
| Rice Partnership, LLC | 81,428 | $2,395 萬 | 3.27% | −18,096−18.2% | 減碼 |
| Balyasny Asset Management LLC | 81,225 | $2,389 萬 | 0.05% | −543,782−87.0% | 減碼 |
| Aviance Capital Partners, LLC | 81,127 | $2,386 萬 | 2.79% | −1,184−1.4% | 減碼 |
| MUFG Securities Americas Inc. | 81,117 | $2,386 萬 | 1.54% | +1,435+1.8% | 加碼 |
| Dynamic Advisor Solutions LLC | 81,031 | $2,384 萬 | 0.75% | +1,701+2.1% | 加碼 |
| King Wealth | 80,885 | $2,379 萬 | 2.98% | +486+0.6% | 加碼 |
| OpenArc Corporate Advisory, LLC | 80,680 | $2,373 萬 | 0.34% | +6,524+8.8% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 80,498 | $2,368 萬 | 0.60% | −5,461−6.4% | 減碼 |
| JGP Wealth Management, LLC | 80,438 | $2,366 萬 | 2.46% | −1,285−1.6% | 減碼 |
| Meeder Advisory Services, Inc. | 80,435 | $2,366 萬 | 0.99% | −485−0.6% | 減碼 |
| Nixon Peabody Trust Co | 80,303 | $2,362 萬 | 1.88% | −2,819−3.4% | 減碼 |
| General American Investors Co Inc | 80,000 | $2,353 萬 | 1.56% | 00.0% | 不變 |
| Archon Partners LLC | 80,000 | $2,353 萬 | 2.78% | 00.0% | 不變 |
| Buckingham Strategic Partners | 79,568 | $2,339 萬 | 0.24% | +10,301+14.9% | 加碼 |
| Burns J W & Co Inc | 79,158 | $2,329 萬 | 2.67% | −390.0% | 減碼 |
| Terry L. Blaker | 79,087 | $2,326 萬 | 0.88% | −1,576−2.0% | 減碼 |
| Venturi Wealth Management, LLC | 78,936 | $2,322 萬 | 1.05% | +8,620+12.3% | 加碼 |
| Thoroughbred Financial Services, LLC | 78,736 | $2,316 萬 | 1.38% | −136−0.2% | 減碼 |
| North Dakota State Investment Board | 78,718 | $2,316 萬 | 1.00% | −16,556−17.4% | 減碼 |
| AMG National Trust Bank | 78,306 | $2,303 萬 | 0.50% | +11,144+16.6% | 加碼 |
| Interval Partners, LP | 77,983 | $2,294 萬 | 0.79% | +77,983 | 新進 |
| Willis Investment Counsel | 77,879 | $2,291 萬 | 1.25% | 00.0% | 不變 |
| Biondo Investment Advisors, LLC | 77,714 | $2,286 萬 | 2.93% | −2,233−2.8% | 減碼 |
| M Holdings Securities, Inc. | 76,228 | $2,281 萬 | 1.54% | +1,136+1.5% | 加碼 |
| Cyndeo Wealth Partners, LLC | 77,504 | $2,280 萬 | 1.20% | −18,485−19.3% | 減碼 |
| Peak Asset Management, LLC | 77,171 | $2,270 萬 | 4.00% | −1,940−2.5% | 減碼 |
| Whitener Capital Management, Inc. | 76,870 | $2,261 萬 | 5.16% | −895−1.2% | 減碼 |
| SlateStone Wealth, LLC | 76,770 | $2,258 萬 | 1.86% | −1,225−1.6% | 減碼 |
| Courier Capital LLC | 76,710 | $2,256 萬 | 1.26% | −1,761−2.2% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 76,645 | $2,255 萬 | 0.63% | −22,000−22.3% | 減碼 |
| Linscomb & Williams, Inc. | 76,567 | $2,252 萬 | 1.00% | −19,484−20.3% | 減碼 |
| Fairview Capital Investment Management, LLC | 76,541 | $2,252 萬 | 1.22% | +71,120+1,311.9% | 加碼 |
| Advisors Asset Management, Inc. | 76,505 | $2,250 萬 | 0.37% | +593+0.8% | 加碼 |
| Legacy Private Trust Co. | 76,373 | $2,247 萬 | 1.39% | −1,389−1.8% | 減碼 |
| Novare Capital Management LLC | 76,229 | $2,242 萬 | 1.78% | −3,509−4.4% | 減碼 |
| Baxter Bros Inc | 75,924 | $2,233 萬 | 2.76% | −2,081−2.7% | 減碼 |
| Charter Trust Co | 75,843 | $2,231 萬 | 1.31% | −1,333−1.7% | 減碼 |
| Atomi Financial Group, Inc. | 75,831 | $2,231 萬 | 0.69% | −4,028−5.0% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 75,818 | $2,230 萬 | 1.11% | −2,478−3.2% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 75,747 | $2,228 萬 | 0.42% | +26,686+54.4% | 加碼 |
| BTC Capital Management, Inc. | 75,725 | $2,227 萬 | 1.51% | −1,431−1.9% | 減碼 |
| Palisade Asset Management, LLC | 75,497 | $2,221 萬 | 2.23% | +60+0.1% | 加碼 |
| Siemens Fonds Invest GmbH | 75,431 | $2,219 萬 | 1.27% | −2,556−3.3% | 減碼 |
| Diversify Wealth Management, LLC | 71,589 | $2,214 萬 | 0.40% | +38,634+117.2% | 加碼 |
| United Asset Strategies, Inc. | 75,245 | $2,213 萬 | 1.76% | +295+0.4% | 加碼 |
| Circle Wealth Management, LLC | 74,900 | $2,203 萬 | 0.31% | +2,149+3.0% | 加碼 |
| Moneta Group Investment Advisors LLC | 74,785 | $2,200 萬 | 0.17% | +468+0.6% | 加碼 |