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。
2024 年第 1 季 13F 持有人
JPMorgan Chase & Co 在 2024/3/31 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
- 4,120
- 較 2023 年第 4 季 +172 家
- 持有股數
- 20.7 億
- 較 2023 年第 4 季 +982.3 萬 (+0.5%)
- 總市值
- $4,145 億
- 較 2023 年第 4 季 +$639.7 億 (+18.3%)
- 新進機構
- 255
- 另有 1,624 家加碼
- 清倉機構
- 83
- 另有 1,861 家減碼
另有 53 家機構在 2023 年第 4 季持有、還沒有申報 2024 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 |
2024 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 2023 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Independent Family Office, LLC | 3,422 | $68.5 萬 | 0.37% | 00.0% | 不變 |
| GSG Advisors LLC | 3,457 | $68.6 萬 | 0.25% | −140−3.9% | 減碼 |
| Walleye Trading LLC | 3,426 | $68.6 萬 | 0.01% | +3,426 | 新進 |
| Seeds Investor LLC | 3,428 | $68.7 萬 | 0.63% | −72−2.1% | 減碼 |
| Advance Capital Management, Inc. | 3,428 | $68.7 萬 | 0.05% | +48+1.4% | 加碼 |
| Clare Market Investments LLC | 3,429 | $68.7 萬 | 0.21% | +353+11.5% | 加碼 |
| Custom Index Systems, LLC | 3,438 | $68.9 萬 | 0.39% | +1,076+45.6% | 加碼 |
| Basepoint Wealth LLC | 3,440 | $68.9 萬 | 0.52% | +131+4.0% | 加碼 |
| McAdam, LLC | 3,483 | $69.8 萬 | 0.04% | +250+7.7% | 加碼 |
| 1776 Wealth LLC | 3,483 | $69.8 萬 | 0.34% | −13−0.4% | 減碼 |
| Cascade Investment Advisors, Inc. | 3,493 | $70.0 萬 | 0.46% | −20−0.6% | 減碼 |
| Wallington Asset Management, LLC | 3,504 | $70.2 萬 | 0.11% | −30−0.8% | 減碼 |
| Abel Hall, LLC | 3,509 | $70.3 萬 | 0.53% | +179+5.4% | 加碼 |
| OneAscent Wealth Management LLC | 3,510 | $70.3 萬 | 0.27% | −124−3.4% | 減碼 |
| Keb Asset Management, LLC | 3,528 | $70.7 萬 | 0.24% | 00.0% | 不變 |
| Fuller & Thaler Asset Management, Inc. | 3,529 | $70.7 萬 | 0.00% | 00.0% | 不變 |
| Cassady Schiller Wealth Management, LLC | 3,542 | $70.9 萬 | 0.32% | +237+7.2% | 加碼 |
| Bright Futures Wealth Management, LLC. | 3,564 | $71.0 萬 | 0.38% | +3,564 | 新進 |
| LongView Wealth Management | 3,555 | $71.2 萬 | 0.28% | −144−3.9% | 減碼 |
| Strategic Family Wealth Counselors, L.L.C. | 3,556 | $71.2 萬 | 0.28% | +10+0.3% | 加碼 |
| Dempze Nancy E | 3,558 | $71.3 萬 | 0.54% | −95−2.6% | 減碼 |
| Arkfeld Wealth Strategies, L.L.C. | 3,652 | $71.4 萬 | 0.39% | +140+4.0% | 加碼 |
| Wellington Wealth Strategies, LLC. | 3,567 | $71.4 萬 | 0.34% | −3,165−47.0% | 減碼 |
| Grey Fox Wealth Advisors, LLC | 3,579 | $71.7 萬 | 0.27% | −142−3.8% | 減碼 |
| M3 Advisory Group, LLC | 3,589 | $71.9 萬 | 0.65% | +128+3.7% | 加碼 |
| Holland Advisory Services, Inc. | 3,590 | $71.9 萬 | 0.79% | +11+0.3% | 加碼 |
| Invenio Wealth Partners LLC | 3,601 | $72.1 萬 | 0.39% | −289−7.4% | 減碼 |
| Bruce G. Allen Investments, LLC | 3,608 | $72.3 萬 | 0.59% | −377−9.5% | 減碼 |
| Emerald Advisors, LLC | 3,612 | $72.4 萬 | 0.13% | +450+14.2% | 加碼 |
| Fox Run Management, L.L.C. | 3,614 | $72.4 萬 | 0.16% | +1,225+51.3% | 加碼 |
| HBW Advisory Services LLC | 4,264 | $72.5 萬 | 0.14% | 00.0% | 不變 |
| Hibernia Wealth Partners, LLC | 3,620 | $72.5 萬 | 0.49% | −34−0.9% | 減碼 |
| Burkett Financial Services, LLC | 3,631 | $72.7 萬 | 0.37% | −3−0.1% | 減碼 |
| Capital Management Associates, Inc | 3,655 | $73.2 萬 | 0.54% | +1,508+70.2% | 加碼 |
| Fortis Group Advisors, LLC | 3,655 | $73.2 萬 | 0.13% | −296−7.5% | 減碼 |
| RBA Wealth Management, LLC | 3,661 | $73.3 萬 | 0.30% | −9−0.2% | 減碼 |
| Dougherty Wealth Advisers LLC | 3,674 | $73.6 萬 | 0.65% | 00.0% | 不變 |
| Single Point Partners, LLC | 3,677 | $73.6 萬 | 0.17% | −57−1.5% | 減碼 |
| Fiera Capital Corp | 3,675 | $73.6 萬 | 0.00% | −500−12.0% | 減碼 |
| Paragon Capital Management Ltd | 3,687 | $73.9 萬 | 0.13% | −63−1.7% | 減碼 |
| Mach-1 Financial Group, Inc. | 3,690 | $73.9 萬 | 0.56% | −24,317−86.8% | 減碼 |
| Bridgewealth Advisory Group, LLC | 3,691 | $73.9 萬 | 0.36% | −406−9.9% | 減碼 |
| Rede Wealth, LLC | 3,694 | $74.0 萬 | 0.31% | +119+3.3% | 加碼 |
| First National Corp | 4,356 | $74.1 萬 | 0.18% | 00.0% | 不變 |
| Diversified Portfolios, Inc. | 3,699 | $74.1 萬 | 0.10% | +20+0.5% | 加碼 |
| Silverlake Wealth Management LLC | 3,703 | $74.2 萬 | 0.38% | +167+4.7% | 加碼 |
| Hourglass Capital, LLC | 3,710 | $74.3 萬 | 0.22% | +97+2.7% | 加碼 |
| Meridian Financial, LLC | 3,710 | $74.3 萬 | 0.55% | 00.0% | 不變 |
| Collective Family Office LLC | 3,714 | $74.4 萬 | 0.24% | +327+9.7% | 加碼 |
| Arkansas Financial Group, Inc. | 3,722 | $74.6 萬 | 0.13% | −168−4.3% | 減碼 |
| Portland Global Advisors LLC | 3,725 | $74.6 萬 | 0.10% | −322−8.0% | 減碼 |
| Quantum Private Wealth, LLC | 3,729 | $74.7 萬 | 0.28% | +76+2.1% | 加碼 |
| Maltin Wealth Management, Inc. | 3,747 | $75.1 萬 | 0.42% | +47+1.3% | 加碼 |
| Cottonwood Capital Advisors, LLC | 4,109 | $75.1 萬 | 0.60% | −168−3.9% | 減碼 |
| WealthTrust Asset Management, LLC | 3,775 | $75.6 萬 | 0.58% | −2,175−36.6% | 減碼 |
| Tillman Hartley LLC | 3,779 | $75.7 萬 | 0.26% | 00.0% | 不變 |
| Semus Wealth Partners LLC | 3,779 | $75.7 萬 | 0.64% | +4+0.1% | 加碼 |
| Investment Advisory Group, LLC | 3,780 | $75.7 萬 | 0.31% | +97+2.6% | 加碼 |
| Ascension Asset Management LLC | 3,780 | $75.7 萬 | 0.41% | +3,780 | 新進 |
| Northstar Group, Inc. | 3,784 | $75.8 萬 | 0.15% | +333+9.6% | 加碼 |
| Humankind Investments LLC | 3,786 | $75.8 萬 | 0.20% | −293−7.2% | 減碼 |
| Santori & Peters | 3,797 | $76.1 萬 | 0.33% | +11+0.3% | 加碼 |
| Nottingham Advisors, Inc. | 3,801 | $76.1 萬 | 0.09% | −482−11.3% | 減碼 |
| Oberweis Asset Management Inc | 3,804 | $76.2 萬 | 0.06% | +2+0.1% | 加碼 |
| LCM Capital Management Inc | 3,811 | $76.3 萬 | 0.49% | +10.0% | 加碼 |
| Ruggaard & Associates LLC | 3,819 | $76.5 萬 | 0.36% | +90+2.4% | 加碼 |
| TSFG, LLC | 3,824 | $76.6 萬 | 0.19% | +172+4.7% | 加碼 |
| Total Investment Management Inc | 3,840 | $76.9 萬 | 0.10% | +151+4.1% | 加碼 |
| Hassell Wealth Management, LLC | 4,012 | $77.1 萬 | 0.49% | +248+6.6% | 加碼 |
| Triad Wealth Partners, LLC | 3,852 | $77.2 萬 | 0.59% | +3,852 | 新進 |
| WNY Asset Management, LLC | 3,858 | $77.3 萬 | 0.12% | +222+6.1% | 加碼 |
| Finivi Inc. | 3,879 | $77.7 萬 | 0.70% | +123+3.3% | 加碼 |
| Howard Wealth Management, LLC | 3,897 | $78.1 萬 | 0.63% | +415+11.9% | 加碼 |
| Garden State Investment Advisory Services LLC | 3,902 | $78.1 萬 | 0.29% | −82−2.1% | 減碼 |
| Old North State Trust, LLC | 3,900 | $78.1 萬 | 0.66% | +3,900 | 新進 |
| ML & R Wealth Management LLC | 3,903 | $78.2 萬 | 0.18% | +43+1.1% | 加碼 |
| S.A. Mason LLC | 3,909 | $78.3 萬 | 0.47% | +144+3.8% | 加碼 |
| Essex Investment Management Co LLC | 3,912 | $78.4 萬 | 0.15% | −265−6.3% | 減碼 |
| Auto-Owners Insurance Co | 3,915 | $78.4 萬 | 0.02% | 00.0% | 不變 |
| Concorde Asset Management, LLC | 3,927 | $78.6 萬 | 0.54% | +653+19.9% | 加碼 |
| GenWealth Group, Inc. | 3,922 | $78.6 萬 | 0.20% | +24+0.6% | 加碼 |
| Thomas Story & Son LLC | 3,940 | $78.9 萬 | 0.33% | 00.0% | 不變 |
| Laidlaw Wealth Management LLC | 3,948 | $79.1 萬 | 0.44% | −11,473−74.4% | 減碼 |
| IVC Wealth Advisors LLC | 3,950 | $79.1 萬 | 0.46% | −7−0.2% | 減碼 |
| Spotlight Asset Group, Inc. | 3,977 | $79.7 萬 | 0.57% | +944+31.1% | 加碼 |
| Vantage Financial Partners, LLC | 3,986 | $79.8 萬 | 0.21% | +3,986 | 新進 |
| Syntegra Private Wealth Group, LLC | 3,986 | $79.8 萬 | 0.10% | +495+14.2% | 加碼 |
| Harbor Group, Inc. | 3,988 | $79.9 萬 | 0.21% | −10−0.3% | 減碼 |
| Kaydan Wealth Management, Inc. | 3,993 | $80.0 萬 | 0.27% | +8+0.2% | 加碼 |
| LWMG, LLC | 3,995 | $80.0 萬 | 0.18% | −129−3.1% | 減碼 |
| Zega Financial, LLC | 3,996 | $80.0 萬 | 0.35% | +3,996 | 新進 |
| Garde Capital, Inc. | 4,003 | $80.1 萬 | 0.06% | −528−11.7% | 減碼 |
| Operose Advisors LLC | 4,006 | $80.2 萬 | 0.27% | +2,075+107.5% | 加碼 |
| Security National Bank of So Dak | 4,011 | $80.3 萬 | 0.48% | −150−3.6% | 減碼 |
| Per Stirling Capital Management, LLC. | 4,017 | $80.5 萬 | 0.13% | +110+2.8% | 加碼 |
| Goldstein Advisors, LLC | 4,017 | $80.5 萬 | 0.14% | +88+2.2% | 加碼 |
| Newbridge Financial Services Group, Inc. | 4,017 | $80.5 萬 | 0.35% | −6,689−62.5% | 減碼 |
| Arthur M. Cohen & Associates, LLC | 4,030 | $80.7 萬 | 0.17% | +86+2.2% | 加碼 |
| Whalen Wealth Management Inc. | 4,035 | $80.8 萬 | 0.60% | +173+4.5% | 加碼 |
| Taylor Financial Group, Inc. | 4,041 | $80.9 萬 | 0.62% | −190−4.5% | 減碼 |