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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。

其他股別AMJBVYLDJPM.PCJPM.PDJPM.PJJPM.PKJPM.PLJPM.PM

2024 年第 1 季與 2023 年第 4 季比較

持有 JPMorgan Chase & Co 的機構從 2023 年第 4 季到 2024 年第 1 季的變化。

2024 年第 1 季全部持有人2023 年第 4 季全部持有人

JPM 的 13F 持有人:2023 年第 4 季與 2024 年第 1 季比較
項目2023 年第 4 季其中尚未申報 2024 年第 1 季2024 年第 1 季變化
持有家數4,001534,120+172
股數20.7 億728.4 萬20.7 億+982.3 萬 (+0.5%)
市值$3,518 億$12.9 億$4,145 億+$639.7 億 (+18.3%)

53 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 季:沒申報不算清倉,所以變化不計入它們。

新進機構(255 家)

2024 年第 1 季季末持有 JPMorgan Chase & Co、2023 年第 4 季季末沒有持有的機構。

依市值列出前 100 家,共 255 家。

2024 年第 1 季新進 JPM 的機構
機構股數市值佔組合 %
Danske Bank A/S2,035,063$4.08 億1.28%
Resona Asset Management Co.,Ltd.983,843$1.97 億1.17%
Mn Services Vermogensbeheer B.V.683,400$1.37 億0.99%
M&G Plc460,451$9,209 萬0.55%
Portfolio Strategies, Inc.382,549$7,662 萬5.21%
ING Groep NV364,524$7,301 萬0.50%
Allianz SE240,327$4,814 萬1.52%
Bryn Mawr Trust Co232,454$4,656 萬1.79%
Payden & Rygel Investment Group226,750$4,542 萬3.10%
BNP Paribas227,429$4,509 萬2.11%
Mediolanum International Funds Ltd220,510$4,400 萬0.72%
Two Sigma Advisers, LP218,600$4,379 萬0.10%
Rokos Capital Management LLP218,431$4,376 萬1.12%
Parallax Volatility Advisers, L.P.195,851$3,923 萬1.12%
Susquehanna Fundamental Investments, LLC177,156$3,548 萬1.66%
SpiderRock Advisors, LLC149,344$2,877 萬0.93%
Moore Capital Management, LP143,426$2,873 萬0.59%
Weiss Asset Management LP126,217$2,528 萬1.18%
Coulter & Justus Financial Services, LLC125,066$2,505 萬5.56%
Railway Pension Investments Ltd120,500$2,414 萬0.23%
BTC Capital Management, Inc.102,248$2,048 萬1.87%
Twinbeech Capital LP101,832$2,040 萬0.42%
Hudson Bay Capital Management LP100,000$2,003 萬0.18%
Coppell Advisory Solutions Corp.77,837$1,559 萬2.94%
Harbor Capital Advisors, Inc.58,173$1,165 萬1.52%
Cyrus J. Lawrence, LLC57,257$1,147 萬2.54%
SPX Equities Gestao de Recursos Ltda55,378$1,109 萬0.97%
Diversify Advisory Services, LLC52,087$1,036 萬0.61%
Atlanta Consulting Group Advisors, LLC51,404$1,030 萬3.56%
Genus Capital Management Inc.51,286$1,027 萬1.33%
American National Bank & Trust Co49,333$988.1 萬2.33%
Richard C. Young & CO., LTD.47,926$960.0 萬1.21%
Trajan Wealth LLC45,032$902.0 萬0.61%
Community Financial Services Group, LLC43,712$875.6 萬1.99%
ExodusPoint Capital Management, LP43,159$864.5 萬0.11%
Concord Investment Counsel Inc.41,836$838.0 萬3.02%
Summerhill Capital Management lnc.40,037$801.9 萬5.10%
Quattro Financial Advisors LLC40,000$801.2 萬2.28%
BIT Capital GmbH37,184$744.8 萬0.66%
Chiron Investment Management, LLC35,661$714.3 萬3.10%
Tradewinds, LLC.34,990$700.9 萬6.21%
Soros Fund Management LLC大師索羅斯基金管理34,500$691.0 萬0.16%
Alexander Labrunerie & Co., Inc.33,713$675.3 萬3.77%
Ransom Advisory, Ltd32,761$656.2 萬3.50%
BigSur Wealth Management LLC30,134$603.6 萬1.89%
Focus Financial Network, Inc.32,686$592.4 萬0.29%
Lombard Odier Asset Management (Europe) Ltd28,085$562.5 萬0.36%
Montchanin Asset Management, LLC26,872$538.2 萬5.28%
Evoke Wealth, LLC25,844$517.7 萬0.15%
Torno Capital, LLC25,000$500.8 萬1.08%
Umpqua Bank23,559$471.9 萬1.94%
RIA Advisory Group LLC23,329$467.3 萬1.89%
Dynasty Wealth Management, LLC22,261$445.9 萬0.14%
Sweeney & Michel, LLC21,436$431.9 萬1.91%
Twin City Private Wealth, LLC18,902$378.6 萬3.73%
Norden Group LLC18,869$377.9 萬0.77%
Walleye Capital LLC17,897$358.5 萬0.04%
Engineers Gate Manager LP17,868$357.9 萬0.09%
Central Pacific Bank - Trust Division17,881$355.7 萬0.44%
Entropy Technologies, LP17,686$354.3 萬0.38%
Watts Gwilliam & Co., LLC14,570$293.6 萬0.91%
Spirepoint Private Client, LLC13,286$266.1 萬0.41%
United Advisor Group, LLC12,836$257.1 萬0.97%
Passumpsic Savings Bank12,534$251.1 萬1.60%
Emprise Bank11,048$221.3 萬1.49%
Hilltop National Bank10,390$208.1 萬0.71%
Infrastructure Capital Advisors, LLC10,000$200.3 萬0.26%
LRI Investments, LLC9,990$200.1 萬0.51%
Pinnacle Wealth Management, LLC9,934$199.0 萬2.07%
Mosaic Financial Group, LLC9,766$195.6 萬1.57%
Sentinus, LLC9,497$190.2 萬0.67%
AA Financial Advisors, LLC9,190$184.1 萬0.74%
Savoie Capital LLC9,128$182.8 萬0.26%
Crewe Advisors LLC9,002$180.3 萬0.21%
Bullock Wealth Management Group8,941$177.9 萬1.19%
Mittelman Wealth Management8,877$177.8 萬1.20%
Gen-Wealth Partners Inc8,681$173.9 萬0.86%
Central Asset Investments & Management Holdings (HK) Ltd8,600$172.3 萬1.92%
Troluce Capital Advisors LLC8,400$168.3 萬0.36%
QVR LLC8,173$163.7 萬0.28%
Edge Financial Advisors LLC7,595$152.1 萬1.34%
Wealth Group, Ltd.7,540$151.0 萬1.14%
BTG Pactual Global Asset Management Ltd6,907$138.3 萬0.44%
Oxford Wealth Group, LLC6,902$138.2 萬1.26%
Caption Management, LLC6,900$138.2 萬0.15%
Keynote Financial Services LLC6,534$130.9 萬1.10%
Inceptionr LLC6,300$126.2 萬0.32%
New Covenant Trust Company, N.A.6,019$120.6 萬1.21%
China Universal Asset Management Co., Ltd.5,914$118.5 萬0.15%
Monograph Wealth Advisors, LLC5,823$116.6 萬0.17%
Roberts Capital Advisors, LLC5,671$113.6 萬1.09%
Councilmark Asset Management, LLC5,242$105.0 萬0.76%
FNY Investment Advisers, LLC5,000$100.1 萬0.65%
Accordant Advisory Group Inc4,836$96.9 萬0.72%
NCP Inc.4,702$94.2 萬0.65%
Bayview Asset Management, LLC4,500$90.1 萬0.36%
Unigestion Holding SA4,229$84.7 萬0.04%
Ontario Teachers Pension Plan Board4,129$82.7 萬0.01%
Kirtland Hills Capital Management, LLC4,216$82.2 萬0.71%
Zega Financial, LLC3,996$80.0 萬0.35%

清倉機構(83 家)

2023 年第 4 季季末持有 JPMorgan Chase & Co、2024 年第 1 季有申報但已經沒有持有的機構。

2024 年第 1 季清倉 JPM 的機構
機構2023 年第 4 季股數2023 年第 4 季市值
Public Investment Fund3,851,053$6.55 億
Cetera Advisor Networks LLC373,594$6,355 萬
Cetera Advisors LLC249,572$4,245 萬
Clear Street LLC200,000$3,402 萬
Meridian Wealth Management, LLC178,990$3,045 萬
Curi Capital91,296$1,553 萬
FJ Investments, LLC75,404$1,283 萬
Eisler Capital (UK) Ltd.56,772$965.7 萬
SageView Advisory Group, LLC42,994$757.9 萬
John G Ullman & Associates Inc42,018$714.7 萬
Cutler Group LP40,158$683.0 萬
Itau Unibanco Holding S.A.35,419$602.5 萬
Quantitative Investment Management, LLC35,090$596.8 萬
Bernzott Capital Advisors34,623$588.9 萬
Napa Wealth Management33,641$572.2 萬
MYDA Advisors LLC30,000$510.3 萬
Van Eck Associates Corp24,168$411.1 萬
Y-Intercept (Hong Kong) Ltd23,760$404.2 萬
Generali Powszechne Towarzystwo Emerytalne20,118$342.2 萬
Herr Investment Group LLC18,441$313.7 萬
Prevail Innovative Wealth Advisors, LLC18,222$310.0 萬
Bontempo Ohly Capital Mgmt LLC15,836$269.4 萬
Psagot Value Holdings Ltd. / (Israel)12,723$216.6 萬
Oak Hill Wealth Advisors, LLC11,628$197.8 萬
FJ Capital Management LLC10,922$185.8 萬
Mirabella Financial Services LLP10,672$181.5 萬
PEAK6 Investments LLC9,500$161.6 萬
O'Neil Global Advisors, Inc.8,200$139.5 萬
Pentwater Capital Management LP8,000$136.1 萬
Carlson Capital Management7,982$135.8 萬
Partners Capital Investment Group, LLP7,737$131.6 萬
Glassman Wealth Services7,083$120.5 萬
XTX Topco Ltd6,581$111.9 萬
Riverbridge Partners LLC6,457$109.8 萬
Maven Securities LTD6,309$107.3 萬
Pearl River Capital, LLC4,688$79.7 萬
Curated Wealth Partners LLC4,475$76.1 萬
Spartan Fund Management Inc.4,312$73.3 萬
Sterling Group Wealth Management, LLC4,187$71.2 萬
BlueSky Wealth Advisors, LLC3,756$63.9 萬
Koss-Olinger Consulting, LLC3,685$62.7 萬
MQS Management LLC3,592$61.1 萬
True Vision MN LLC3,337$56.8 萬
Rosenbaum Jay D.3,117$53.0 萬
Point72 Europe (London) LLP2,880$49.0 萬
Alyeska Investment Group, L.P.2,841$48.3 萬
Kure Advisory, LLC2,802$47.7 萬
Sciencast Management LP2,782$47.3 萬
McMahon Financial Advisors, LLC2,767$47.1 萬
Ocean Capital Management, LLC2,700$45.9 萬
One River Asset Management, LLC2,196$37.4 萬
Elequin Capital LP2,040$34.7 萬
Sollinda Capital Management LLC2,004$34.1 萬
Alethea Capital Management, LLC2,000$34.0 萬
Alpine Global Management, LLC1,831$31.1 萬
Arlington Partners LLC1,781$30.3 萬
Advanced Research Investment Solutions, LLC1,708$29.1 萬
Bluefin Capital Management, LLC1,700$29.0 萬
Lecap Asset Management Ltd1,697$28.9 萬
XY Capital Ltd1,628$27.7 萬
Jacobson & Schmitt Advisors, LLC1,624$27.6 萬
Petix & Botte Co1,616$27.5 萬
Patrick Mauro Investment Advisor, INC.1,598$27.2 萬
Midwest Financial Group LLC1,570$26.7 萬
Seneca Financial Advisors LLC1,530$26.0 萬
D. Scott Neal, Inc.1,360$23.1 萬
Revisor Wealth Management LLC1,348$22.9 萬
Halbert Hargrove Global Advisors, LLC1,341$22.8 萬
Peak Financial Management, Inc.1,340$22.8 萬
Planning Alternatives Ltd1,276$21.7 萬
Blue Barn Wealth, LLC1,254$21.3 萬
Fusion Family Wealth LLC1,250$21.3 萬
Genesee Capital Advisors, LLC1,241$21.1 萬
MUFG Securities EMEA plc1,210$20.6 萬
Aigen Investment Management, LP1,178$20.0 萬
Long Island Wealth Management, Inc.707$12.0 萬
Cooksen Wealth, LLC643$10.9 萬
Cordant, Inc.449$7.64 萬
Livelsberger Financial Advisory434$7.38 萬
Kapitalo Investimentos Ltda391$6.65 萬
Mizuho Securities Co. Ltd.110$1.87 萬
Team Financial Group, LLC29$4,933
Ibex Wealth Advisors3$450

尚未申報 2024 年第 1 季的機構(53 家)

2023 年第 4 季季末持有 JPMorgan Chase & Co、還沒有申報 2024 年第 1 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2023 年第 4 季持有 JPM、尚未申報 2024 年第 1 季的機構
機構2023 年第 4 季股數2023 年第 4 季市值
Putnam Investments LLC3,638,999$6.19 億
M&G Investment Management Ltd955,910$1.63 億
Bartlett & Co. LLC821,117$1.40 億
Aware Super Pty Ltd as trustee of Aware Super317,953$1.02 億
Wade G W & Inc218,234$3,712 萬
Focus Financial Network Inc150,980$2,568 萬
Ardevora Asset Management LLP99,857$1,699 萬
Sawtooth Solutions, LLC96,146$1,635 萬
Telemus Capital, LLC90,484$1,539 萬
Cannell Peter B & Co Inc83,796$1,425 萬
Coppell Advisory Solutions LLC77,824$1,324 萬
Ashburton (Jersey) Ltd90,833$1,317 萬
Strategic Wealth Designers77,436$1,317 萬
Bridgecreek Investment Management, LLC58,351$992.6 萬
DFPG Investments, LLC51,506$882.5 萬
Myriad Asset Management US LP36,880$627.3 萬
Charles Carroll Financial Partners, LLC34,905$593.7 萬
Golden State Equity Partners33,090$562.9 萬
Platform Technology Partners28,249$496.6 萬
Lee Danner & Bass Inc25,572$435.0 萬
Columbia Trust Co 0101201623,847$405.6 萬
Desjardins Global Asset Management Inc.23,648$402.4 萬
Moreno Evelyn V23,205$394.7 萬
Wealthsource Partners, LLC22,301$379.3 萬
Landmark Financial Advisors, LLC20,593$350.3 萬
StrategIQ Financial Group, LLC19,758$336.1 萬
HWG Holdings LP18,678$317.7 萬
Ledge Wealth Management, Inc.17,466$297.1 萬
M&G Investments (USA) Inc.16,612$282.4 萬
Rainsberger Wealth Advisors, Inc.10,570$179.8 萬
Traverso Chambers Private Wealth Management, LLC10,454$177.8 萬
United Fire Group Inc10,000$170.1 萬
Provence Wealth Management Group9,699$165.0 萬
Baystate Wealth Management LLC9,575$162.9 萬
Alterity Financial Group, LLC9,499$161.6 萬
Engrave Wealth Partners LLC4,722$80.3 萬
Day & Ennis, LLC4,605$78.3 萬
Luts & Greenleigh Group, Inc4,435$75.4 萬
High Pines Wealth Management, LLC4,240$72.1 萬
Alan B. Lancz & Associates, Inc.4,233$72.0 萬
Maia Wealth LLC3,941$67.0 萬
Spartan Planning & Wealth Management3,780$64.3 萬
Live Oak Investment Partners–$56.0 萬
Bridgeworth, LLC2,888$49.1 萬
Wedgewood Investors Inc2,491$42.4 萬
Hobbs Group Advisors, LLC2,435$41.4 萬
Strategic Investment Solutions, Inc.2,251$38.3 萬
Nalls Sherbakoff Group, LLC2,108$35.9 萬
Resource Planning Group1,902$32.4 萬
Financial Advisors Network, Inc.1,810$30.8 萬
DB Wealth Management Group, LLC1,439$24.5 萬
Asset Management Resources, LLC1,423$24.2 萬
Alamar Capital Management, LLC1,280$21.8 萬