13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
AlphaSMO 權威研究指南閱讀專題
CIK: 0000019617
申報總市值
US$1.8兆
US$1.8兆
7499 檔
13.5%
Q1 2026 季度申報顯示，Jpmorgan Chase & Co 揭露的美股組合總市值為 US$1.8兆，涵蓋 7499 個不同之權益投資部位。
在 Q1 2026，Jpmorgan Chase & Co 進行了溫和的常態性持倉調整（包含新建倉 2 檔、加碼 108 檔、減碼 90 檔與清倉 0 檔），整體投資組合架構維持相對穩定。
整體而言，Jpmorgan Chase & Co 的前 5 大持股（包含 NVDA, AAPL, MSFT）貢獻了組合市值的 13.5%，形成該機構在 Q1 2026 季度的基本面基石。
僅顯示前 200 大持股（共 7499 檔）
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | 股票-科技 | 4.75% | +0.10% | -1.83% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.67% | -0.10% | +2.75% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.93% | -0.17% | -13.96% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.18% | +0.05% | +5.56% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.10% | +0.58% | +19.09% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.86% | +0.09% | +2.76% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 1.73% | +0.23% | -2.11% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.73% | -0.30% | +14.42% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.25% | +0.55% | +9.70% | |
| 10 | TSLA | Tesla Inc | 股票-循環性消費 | 1.05% | -0.09% | +3.33% | |
| 11 | MA | Mastercard Inc - A | 股票-金融 | 1.04% | -0.24% | +4.62% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.02% | -0.12% | +133.19% | |
| 13 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.98% | -0.15% | +7.75% | |
| 14 | WMT | Walmart Inc | 股票-非循環性消費 | 0.97% | -0.36% | +6.10% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.96% | -0.11% | +112.38% | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 0.94% | -0.45% | +21.63% | |
| 17 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.89% | -0.06% | +4.62% | |
| 18 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.78% | +0.08% | +5.39% | |
| 19 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.78% | -0.11% | +8.30% | |
| 20 | ✓ | Spdr S&P 500 Etf Tr Put Option | ETF-大型股與成長 | 0.77% | -0.34% | -25.07% | |
| 21 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.75% | -0.28% | +18.48% | |
| 22 | BND | Vanguard Total Bond Market | ETF-其他 | 0.67% | -0.04% | +2.30% | |
| 23 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.66% | -0.09% | +9.75% | |
| 24 | WFC | Wells Fargo & Co | 股票-金融 | 0.64% | -0.11% | -1.26% | |
| 25 | BBJP | Jpmorgan Betabuilders Japan | ETF-其他 | 0.60% | -0.03% | +1.56% | |
| 26 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.55% | -0.11% | +2.89% | |
| 27 | PM | Philip Morris International | 股票-非循環性消費 | 0.55% | -0.06% | +23.69% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.50% | -0.14% | +26.99% | |
| 29 | RTX | Rtx CORP | 股票-工業 | 0.50% | -0.11% | +28.78% | |
| 30 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.49% | +0.11% | -4.76% | |
| 31 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.47% | -0.06% | +0.41% | |
| 32 | TXN | Texas Instruments Inc | 股票-科技 | 0.46% | +0.05% | +35.51% | |
| 33 | XLF | Ss Financial Select Sector | ETF-其他 | 0.45% | -0.08% | +50.43% | |
| 34 | MS | Morgan Stanley | 股票-金融 | 0.44% | +0.08% | +22.02% | |
| 35 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.44% | -0.19% | +9.91% | |
| 36 | BBCA | Jpmorgan Betabuilders Canada | ETF-其他 | 0.44% | -0.05% | +0.73% | |
| 37 | TT | Trane Technologies plc | 股票-工業 | 0.43% | -0.10% | +1.82% | |
| 38 | ETN | Eaton Corporation plc | 股票-工業 | 0.43% | -0.05% | +6.17% | |
| 39 | MMM | 3m Co | 股票-工業 | 0.42% | -0.07% | +1.92% | |
| 40 | LRCX | Lam Research CORP | 股票-科技 | 0.42% | +0.61% | +39.15% | |
| 41 | BBEU | Jpmorgan Betabuilders Europe | ETF-其他 | 0.42% | -0.04% | +1.06% | |
| 42 | ADI | Analog Devices Inc | 股票-科技 | 0.40% | -0.03% | -7.73% | |
| 43 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.40% | -0.09% | +81.41% | |
| 44 | BAC | Bank Of America CORP | 股票-金融 | 0.40% | +0.02% | -18.13% | |
| 45 | AXP | American Express Co | 股票-金融 | 0.39% | — | -2.97% | |
| 46 | APH | Amphenol Corp-cl A | 股票-科技 | 0.38% | -0.02% | +43.54% | |
| 47 | NFLX | Netflix Inc | 股票-通訊服務 | 0.38% | -0.20% | -0.91% | |
| 48 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.37% | +0.08% | -8.37% | |
| 49 | INTU | Intuit Inc | 股票-科技 | 0.36% | -0.29% | +11.86% | |
| 50 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.35% | -0.12% | +22.70% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +0.6% | +133.19% | 加碼 |
| 2 | IVV | Ishares Core S&p 500 ETF | +0.5% | +112.38% | 加碼 |
| 3 | XOM | Exxon Mobil CORP | +0.4% | +21.63% | 加碼 |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.3% | +717.70% | 加碼 |
| 5 | JNJ | Johnson & Johnson | +0.2% | +7.75% | 加碼 |
| 6 | MRK | Merck & Co. Inc. | +0.2% | +81.41% | 加碼 |
| 7 | LRCX | Lam Research CORP | +0.2% | +39.15% | 加碼 |
| 8 | WMT | Walmart Inc | +0.2% | +6.10% | 加碼 |
| 9 | TXN | Texas Instruments Inc | +0.2% | +35.51% | 加碼 |
| 10 | COP | Conocophillips | +0.2% | +37.27% | 加碼 |
| 11 | NEE | Nextera Energy Inc | +0.2% | +9.75% | 加碼 |
| 12 | MCD | Mcdonald's CORP | +0.1% | +18.48% | 加碼 |
| 13 | WDC | Western Digital CORP | +0.1% | +22.50% | 加碼 |
| 14 | AZO | Autozone Inc | +0.1% | +103.02% | 加碼 |
| 15 | PG | Procter & Gamble Co/the | +0.1% | +64.27% | 加碼 |
| 16 | RTX | Rtx CORP | +0.1% | +28.78% | 加碼 |
| 17 | PM | Philip Morris International | +0.1% | +23.69% | 加碼 |
| 18 | GILD | Gilead Sciences Inc | +0.1% | +47.56% | 加碼 |
| 19 | XLF | Ss Financial Select Sector | +0.1% | +50.43% | 加碼 |
| 20 | GOOG | Alphabet Inc-cl C | +0.1% | +19.09% | 加碼 |
| 21 | AMGN | Amgen Inc | +0.1% | +217.31% | 加碼 |
| 22 | T | At&t Inc | +0.1% | +63.30% | 加碼 |
| 23 | GLD | SPDR Gold Shares | +0.1% | +38.34% | 加碼 |
| 24 | MNST | Monster Beverage CORP | +0.1% | +414.31% | 加碼 |
| 25 | UNP | Union Pacific CORP | +0.1% | +53.98% | 加碼 |
| 26 | COST | Costco Wholesale CORP | +0.1% | +35.54% | 加碼 |
| 27 | CVX | Chevron CORP | +0.1% | +7.25% | 加碼 |
| 28 | BMY | Bristol-myers Squibb Co | +0.1% | +22.70% | 加碼 |
| 29 | GEV | GE Vernova Inc | +0.1% | +6.44% | 加碼 |
| 30 | MU | Micron Technology Inc | +0.1% | +19.93% | 加碼 |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +26.99% | 加碼 |
| 32 | APH | Amphenol Corp-cl A | +0.1% | +43.54% | 加碼 |
| 33 | EOG | Eog Resources Inc | +0.1% | -6.20% | 減碼 |
| 34 | PEP | Pepsico Inc | +0.1% | +17.59% | 加碼 |
| 35 | CIEN | Ciena CORP | +0.1% | -5.87% | 減碼 |
| 36 | URI | United Rentals Inc | +0.1% | +155.99% | 加碼 |
| 37 | LITE | Lumentum Holdings Inc | +0.1% | +49.64% | 加碼 |
| 38 | DOV | Dover CORP | +0.1% | +60.41% | 加碼 |
| 39 | TTE | TotalEnergies SE | +0.1% | +12.96% | 加碼 |
| 40 | ETR | Entergy CORP | +0.1% | +20.88% | 加碼 |
| 41 | ETN | Eaton Corporation plc | +0.1% | +6.17% | 加碼 |
| 42 | SPSB | Ss Spdr P St C CORP ETF | +0.1% | +8649.92% | 加碼 |
| 43 | ASML | ASML Holding N.V. | +0.1% | +29.73% | 加碼 |
| 44 | SYK | Stryker CORP | +0.1% | +28.42% | 加碼 |
| 45 | DE | Deere & Co | +0.1% | -1.27% | 減碼 |
| 46 | ET | Energy Transfer LP | +0.1% | +96.69% | 加碼 |
| 47 | VRT | Vertiv Holdings Co-a | +0.1% | +51.23% | 加碼 |
| 48 | PWR | Quanta Services Inc | +0.1% | +1.86% | 加碼 |
| 49 | VTR | Ventas Inc | +0.1% | +25.79% | 加碼 |
| 50 | AON | Aon plc | +0.1% | +76.72% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Jpmorgan Chase & Co 在 Q1 2026 季度的美股持倉總市值約為 US$1.8兆，共申報了 7499 個公開持股部位。
在 Q1 2026 季度，Jpmorgan Chase & Co 按市值排列的前三大核心持股分別為：NVDA (4.8%)、AAPL (3.7%)、MSFT (2.9%)。其中最大持股部位 NVDA 佔據整體投資組合約 4.8% 的權重。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
本季最大新建倉標的
AZN
市值: US$36.0億
本季最大獲利了結 / 清倉標的
NVDA
前期市值: US$850.7億
在 Q1 2026 季度中，Jpmorgan Chase & Co 共進行了 200 項持倉異動，包含新建倉 2 個部位、加碼 108 個部位、減碼 90 個部位以及清倉 0 個部位。 其中最大新建倉標的為 AZN。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
解析公司高管、董事與 10% 大股東之 Form 4 內部人交易申報，掌握高管自家股票買賣第一手訊號。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。