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 |
|---|---|---|---|---|---|
| Summit X, LLC | 4,038 | $81.0 萬 | 0.21% | +118+3.0% | 加碼 |
| Holistic Planning, LLC | 4,052 | $81.2 萬 | 0.62% | +23+0.6% | 加碼 |
| BIP Wealth, LLC | 4,066 | $81.4 萬 | 0.06% | +1,658+68.9% | 加碼 |
| Warren Street Wealth Advisors, LLC | 4,067 | $81.5 萬 | 0.40% | +565+16.1% | 加碼 |
| Ewa, LLC | 4,104 | $81.6 萬 | 0.37% | +2,222+118.1% | 加碼 |
| Mosley Wealth Management | 4,073 | $81.6 萬 | 0.77% | −175−4.1% | 減碼 |
| Jacobsen Capital Management | 4,075 | $81.6 萬 | 0.38% | −193−4.5% | 減碼 |
| Milestone Asset Management, LLC | 4,075 | $81.6 萬 | 0.23% | +1,722+73.2% | 加碼 |
| Investmark Advisory Group LLC | 4,082 | $81.8 萬 | 0.45% | +8+0.2% | 加碼 |
| Walden Wealth Partners LLC | 4,193 | $82.0 萬 | 0.48% | 00.0% | 不變 |
| Kirtland Hills Capital Management, LLC | 4,216 | $82.2 萬 | 0.71% | +4,216 | 新進 |
| Cavalier Investments, LLC | 4,106 | $82.2 萬 | 0.30% | +224+5.8% | 加碼 |
| Cardinal Strategic Wealth Guidance | 4,107 | $82.3 萬 | 0.31% | −512−11.1% | 減碼 |
| Tyler-Stone Wealth Management | 4,110 | $82.3 萬 | 0.37% | −201−4.7% | 減碼 |
| Cranbrook Wealth Management, LLC | 4,110 | $82.3 萬 | 0.21% | 00.0% | 不變 |
| Ontario Teachers Pension Plan Board | 4,129 | $82.7 萬 | 0.01% | +4,129 | 新進 |
| Florida Financial Advisors, LLC | 4,133 | $82.8 萬 | 0.61% | +289+7.5% | 加碼 |
| Meridian Wealth Partners, LLC | 4,145 | $83.0 萬 | 0.15% | +276+7.1% | 加碼 |
| Wimmer Associates 1, LLC | 4,155 | $83.2 萬 | 0.44% | −10−0.2% | 減碼 |
| CMG Global Holdings, LLC | 4,159 | $83.3 萬 | 0.57% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 4,175 | $83.6 萬 | 0.14% | +64+1.6% | 加碼 |
| Walled Lake Planning & Wealth Management, LLC | 4,182 | $83.8 萬 | 0.34% | −587−12.3% | 減碼 |
| Opal Wealth Advisors, LLC | 4,191 | $83.9 萬 | 0.28% | −1,574−27.3% | 減碼 |
| S. R. Schill & Associates | 4,195 | $84.0 萬 | 0.37% | +7+0.2% | 加碼 |
| Summa Corp. | 4,197 | $84.1 萬 | 0.46% | −704−14.4% | 減碼 |
| R.H. Dinel Investment Counsel, Inc. | 4,217 | $84.5 萬 | 0.54% | 00.0% | 不變 |
| Ssi Investment Management LLC | 4,217 | $84.5 萬 | 0.06% | −47−1.1% | 減碼 |
| Unigestion Holding SA | 4,229 | $84.7 萬 | 0.04% | +4,229 | 新進 |
| Watershed Private Wealth LLC | 4,248 | $85.1 萬 | 0.38% | −124−2.8% | 減碼 |
| New Vernon Investment Management LLC | 4,253 | $85.2 萬 | 0.72% | 00.0% | 不變 |
| Sachetta, LLC | 5,011 | $85.2 萬 | 0.40% | 00.0% | 不變 |
| Clearview Wealth Advisors LLC | 4,257 | $85.3 萬 | 0.87% | −1,192−21.9% | 減碼 |
| BCJ Capital Management, LLC | 4,289 | $85.9 萬 | 0.07% | −66−1.5% | 減碼 |
| Keystone Wealth Services, LLC | 4,291 | $85.9 萬 | 0.28% | +12+0.3% | 加碼 |
| Borer Denton & Associates, Inc. | 4,304 | $86.2 萬 | 0.31% | +889+26.0% | 加碼 |
| Affinity Capital Advisors, LLC | 4,310 | $86.3 萬 | 0.19% | +110+2.6% | 加碼 |
| Hillcrest Wealth Advisors - NY, LLC | 4,310 | $86.3 萬 | 0.47% | 00.0% | 不變 |
| Darden Wealth Group Inc | 4,320 | $86.5 萬 | 0.68% | −97−2.2% | 減碼 |
| Aspire Private Capital, LLC | 4,324 | $86.6 萬 | 0.23% | +518+13.6% | 加碼 |
| Cape Investment Advisory, Inc. | 4,325 | $86.6 萬 | 0.41% | +120+2.9% | 加碼 |
| Eight 31 Financial LLC | 4,325 | $86.6 萬 | 0.54% | −945−17.9% | 減碼 |
| Castleview Partners, LLC | 4,338 | $86.9 萬 | 0.49% | +218+5.3% | 加碼 |
| Forum Private Client Group LLC | 4,348 | $87.1 萬 | 0.42% | −172−3.8% | 減碼 |
| Eldridge Investment Advisors, Inc. | 4,353 | $87.2 萬 | 0.22% | 00.0% | 不變 |
| Pine Haven Investment Counsel, Inc | 4,357 | $87.3 萬 | 0.77% | 00.0% | 不變 |
| California First Leasing Corp | 4,380 | $87.7 萬 | 0.41% | 00.0% | 不變 |
| Tevis Investment Management | 4,380 | $87.7 萬 | 0.75% | +592+15.6% | 加碼 |
| Kohmann Bosshard Financial Services, LLC | 4,387 | $87.9 萬 | 0.12% | +400+10.0% | 加碼 |
| Hamilton Capital, LLC | 4,392 | $88.0 萬 | 0.07% | −27−0.6% | 減碼 |
| Liberty Wealth Management LLC | 4,394 | $88.0 萬 | 0.17% | −182−4.0% | 減碼 |
| Cedrus LLC | 4,394 | $88.0 萬 | 0.48% | +1,025+30.4% | 加碼 |
| Meridian Management Co | 4,409 | $88.3 萬 | 0.24% | −94−2.1% | 減碼 |
| Michael B. Yongue | 4,412 | $88.4 萬 | 0.78% | −162−3.5% | 減碼 |
| Perritt Capital Management Inc | 4,419 | $88.5 萬 | 0.48% | −217−4.7% | 減碼 |
| Retirement Planning Co of New England, Inc. | 4,425 | $88.6 萬 | 0.49% | −7,486−62.8% | 減碼 |
| Heritage Investment Group, Inc. | 4,426 | $88.7 萬 | 0.18% | +235+5.6% | 加碼 |
| Elgethun Capital Management | 4,453 | $88.9 萬 | 0.22% | +20.0% | 加碼 |
| Private Wealth Strategies, L.L.C. | 4,445 | $89.0 萬 | 0.19% | −256−5.4% | 減碼 |
| Vigilare Wealth Management | 4,451 | $89.2 萬 | 0.44% | +93+2.1% | 加碼 |
| Twin Focus Capital Partners, LLC | 4,452 | $89.2 萬 | 0.17% | +330+8.0% | 加碼 |
| Horizon Kinetics Asset Management LLC | 4,459 | $89.3 萬 | 0.02% | +1,924+75.9% | 加碼 |
| Wagner Wealth Management, LLC | 4,468 | $89.5 萬 | 0.27% | −616−12.1% | 減碼 |
| Shulman DeMeo Asset Management LLC | 4,469 | $89.5 萬 | 0.24% | −4−0.1% | 減碼 |
| Fca Corp | 4,471 | $89.6 萬 | 0.29% | 00.0% | 不變 |
| Davidson Investment Advisors | 4,488 | $89.9 萬 | 0.05% | −154−3.3% | 減碼 |
| Patron Partners Advisors, LLC | 4,492 | $90.0 萬 | 0.55% | +923+25.9% | 加碼 |
| Eaton Financial Holdings Company, LLC | 4,499 | $90.1 萬 | 0.47% | −444−9.0% | 減碼 |
| Bayview Asset Management, LLC | 4,500 | $90.1 萬 | 0.36% | +4,500 | 新進 |
| CJM Wealth Advisers, Ltd. | 4,508 | $90.3 萬 | 0.34% | −456−9.2% | 減碼 |
| Great Oak Capital Partners, LLC | 4,519 | $90.5 萬 | 0.40% | −74−1.6% | 減碼 |
| Retirement Income Solutions, Inc | 4,526 | $90.7 萬 | 0.21% | 00.0% | 不變 |
| Archetype Wealth Partners | 4,534 | $90.8 萬 | 0.15% | −346−7.1% | 減碼 |
| Crown Wealth Group, LLC | 4,537 | $90.9 萬 | 0.47% | +154+3.5% | 加碼 |
| TFB Advisors LLC | 4,742 | $91.0 萬 | 0.33% | +2,814+146.0% | 加碼 |
| Merrion Investment Management Co, LLC | 4,544 | $91.0 萬 | 0.65% | 00.0% | 不變 |
| CWS Financial Advisors, LLC | 4,561 | $91.4 萬 | 0.37% | −1,659−26.7% | 減碼 |
| Dimension Capital Management LLC | 4,565 | $91.4 萬 | 0.18% | +439+10.6% | 加碼 |
| Wealthstream Advisors, Inc. | 4,571 | $91.6 萬 | 0.35% | +42+0.9% | 加碼 |
| Sterneck Capital Management, LLC | 4,571 | $91.6 萬 | 0.55% | −1,089−19.2% | 減碼 |
| Wendell David Associates Inc | 4,572 | $91.6 萬 | 0.09% | +26+0.6% | 加碼 |
| Fiduciary Planning LLC | 4,581 | $91.8 萬 | 0.35% | +3+0.1% | 加碼 |
| Matisse Capital | 4,581 | $91.8 萬 | 0.44% | −20−0.4% | 減碼 |
| Sierra Capital LLC | 4,596 | $92.0 萬 | 0.12% | +28+0.6% | 加碼 |
| Harvest Investment Services, LLC | 4,600 | $92.1 萬 | 0.37% | −85−1.8% | 減碼 |
| Family Firm, Inc. | 4,602 | $92.2 萬 | 0.22% | +215+4.9% | 加碼 |
| Nadler Financial Group, Inc. | 4,605 | $92.2 萬 | 0.11% | +362+8.5% | 加碼 |
| PSI Advisors, LLC | 4,606 | $92.3 萬 | 0.33% | −1,470−24.2% | 減碼 |
| Apollon Financial, LLC | 4,612 | $92.4 萬 | 0.32% | +338+7.9% | 加碼 |
| Warther Private Wealth, LLC | 4,619 | $92.5 萬 | 0.41% | +532+13.0% | 加碼 |
| Future Financial Wealth Managment LLC | 4,628 | $92.7 萬 | 0.71% | −100−2.1% | 減碼 |
| Taylor Hoffman Wealth Management | 4,635 | $92.8 萬 | 0.39% | −319−6.4% | 減碼 |
| Brown Capital Management LLC | 4,639 | $92.9 萬 | 0.02% | −19−0.4% | 減碼 |
| Planning Center, Inc. | 4,642 | $93.0 萬 | 0.20% | +144+3.2% | 加碼 |
| Creative Financial Designs Inc | 4,648 | $93.1 萬 | 0.09% | −1,700−26.8% | 減碼 |
| T. Rowe Price Investment Management, Inc. | 4,662 | $93.4 萬 | 0.00% | +2,348+101.5% | 加碼 |
| Roberts Glore & Co Inc | 4,665 | $93.4 萬 | 0.28% | −665−12.5% | 減碼 |
| Southeast Asset Advisors Inc. | 4,677 | $93.7 萬 | 0.11% | +3+0.1% | 加碼 |
| Cassia Capital Partners, LLC | 4,678 | $93.7 萬 | 0.62% | +609+15.0% | 加碼 |
| Reston Wealth Management LLC | 4,681 | $93.8 萬 | 0.38% | −528−10.1% | 減碼 |
| Mainsail Financial Group, LLC | 4,682 | $93.8 萬 | 0.65% | +15+0.3% | 加碼 |