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 |
|---|---|---|---|---|---|
| Insight Advisors, LLC | 4,688 | $93.9 萬 | 0.18% | +77+1.7% | 加碼 |
| Ramiah Investment Group | 4,701 | $94.2 萬 | 0.89% | −297−5.9% | 減碼 |
| NCP Inc. | 4,702 | $94.2 萬 | 0.65% | +4,702 | 新進 |
| MinichMacGregor Wealth Management, LLC | 4,736 | $94.2 萬 | 0.24% | 00.0% | 不變 |
| ERTS Wealth Advisors, LLC | 4,716 | $94.5 萬 | 0.19% | −107−2.2% | 減碼 |
| Wedge Capital Management L L P | 4,725 | $94.6 萬 | 0.02% | −4−0.1% | 減碼 |
| Wayfinding Financial, LLC | 4,846 | $94.8 萬 | 0.55% | −637−11.6% | 減碼 |
| Granite Harbor Advisors, Inc. | 4,738 | $94.9 萬 | 0.65% | −6−0.1% | 減碼 |
| KLR Investment Advisors, LLC | 4,987 | $95.1 萬 | 0.69% | −313−5.9% | 減碼 |
| Morris Retirement Advisors, LLC | 4,746 | $95.1 萬 | 0.57% | −920−16.2% | 減碼 |
| Capstone Triton Financial Group, LLC | 4,747 | $95.1 萬 | 0.67% | +2,825+147.0% | 加碼 |
| Weinberger Asset Management, Inc | 4,751 | $95.2 萬 | 0.46% | −25−0.5% | 減碼 |
| Red Wave Investments LLC | 4,761 | $95.4 萬 | 0.36% | +50+1.1% | 加碼 |
| Benedetti & Gucer, Inc. | 4,774 | $95.6 萬 | 0.47% | −835−14.9% | 減碼 |
| Zimmermann Investment Management & Planning LLC | 4,781 | $95.8 萬 | 0.34% | +490+11.4% | 加碼 |
| Traveka Wealth, LLC | 4,781 | $95.8 萬 | 0.44% | −892−15.7% | 減碼 |
| Kennedy Investment Group | 4,784 | $95.8 萬 | 0.51% | +20.0% | 加碼 |
| Sym Financial Corp | 4,789 | $95.9 萬 | 0.16% | −2,133−30.8% | 減碼 |
| Cahill Financial Advisors Inc | 4,804 | $96.2 萬 | 0.13% | +1,496+45.2% | 加碼 |
| Smart Portfolios, LLC | 4,819 | $96.5 萬 | 1.02% | +100+2.1% | 加碼 |
| Black Diamond Financial, LLC | 5,678 | $96.6 萬 | 0.26% | 00.0% | 不變 |
| Landaas & Co | 4,852 | $96.8 萬 | 0.31% | +13+0.3% | 加碼 |
| Accordant Advisory Group Inc | 4,836 | $96.9 萬 | 0.72% | +4,836 | 新進 |
| Northwest Financial Advisors | 4,852 | $97.2 萬 | 1.07% | −434−8.2% | 減碼 |
| Full Sail Capital, LLC | 4,858 | $97.3 萬 | 0.07% | −80−1.6% | 減碼 |
| Diamant Asset Management, Inc. | 4,861 | $97.4 萬 | 0.68% | −10−0.2% | 減碼 |
| Disciplined Equity Management, Inc. | 4,863 | $97.4 萬 | 0.65% | −3,118−39.1% | 減碼 |
| Venturi Wealth Management, LLC | 4,873 | $97.6 萬 | 0.06% | −11,267−69.8% | 減碼 |
| Oliver Lagore Vanvalin Investment Group | 4,873 | $97.6 萬 | 0.29% | +362+8.0% | 加碼 |
| Old Point Trust & Financial Services N A | 4,875 | $97.6 萬 | 0.36% | +1,273+35.3% | 加碼 |
| TFC Financial Management | 4,879 | $97.7 萬 | 0.17% | −1,018−17.3% | 減碼 |
| Lifeworks Advisors, LLC | 4,881 | $97.8 萬 | 0.27% | +2,455+101.2% | 加碼 |
| James J. Burns & Company, LLC | 4,919 | $97.8 萬 | 0.34% | −4,240−46.3% | 減碼 |
| Voisard Asset Management Group, Inc. | 4,889 | $97.9 萬 | 0.55% | +7+0.1% | 加碼 |
| Cutter & CO Brokerage, Inc. | 4,889 | $97.9 萬 | 0.24% | −378−7.2% | 減碼 |
| Doheny Asset Management | 4,905 | $98.2 萬 | 0.81% | 00.0% | 不變 |
| Almanack Investment Partners, LLC. | 4,914 | $98.4 萬 | 0.17% | +334+7.3% | 加碼 |
| Alliance Wealth Advisors, LLC | 4,916 | $98.5 萬 | 0.62% | +89+1.8% | 加碼 |
| Beaumont Asset Management, L.L.C. | 4,919 | $98.5 萬 | 0.66% | −1,177−19.3% | 減碼 |
| Harris Associates L P大師Oakmark（Harris Associates） | 4,920 | $98.5 萬 | 0.00% | −255−4.9% | 減碼 |
| Sage Private Wealth Group, LLC | 4,930 | $98.8 萬 | 0.79% | +850+20.8% | 加碼 |
| Ellevest, Inc. | 4,934 | $98.8 萬 | 0.06% | +1,440+41.2% | 加碼 |
| NFP Retirement, Inc. | 4,936 | $98.9 萬 | 0.09% | +427+9.5% | 加碼 |
| Trust Co of the South | 4,946 | $99.1 萬 | 0.23% | +53+1.1% | 加碼 |
| Benson Investment Management Company, Inc. | 4,950 | $99.1 萬 | 0.42% | 00.0% | 不變 |
| Eagle Harbor Asset Management Inc | 4,951 | $99.2 萬 | 1.05% | −192−3.7% | 減碼 |
| Kathmere Capital Management, LLC | 4,953 | $99.2 萬 | 0.11% | −132−2.6% | 減碼 |
| Westhampton Capital, LLC | 4,958 | $99.3 萬 | 0.54% | 00.0% | 不變 |
| Proathlete Wealth Management LLC | 4,965 | $99.4 萬 | 0.53% | −131−2.6% | 減碼 |
| Capital Advisors Wealth Management, LLC | 4,983 | $99.8 萬 | 0.21% | +244+5.1% | 加碼 |
| Leonard Rickey Investment Advisors P.L.L.C. | 4,990 | $99.9 萬 | 0.26% | +183+3.8% | 加碼 |
| Alliance Wealth Management Group | 4,991 | $100.0 萬 | 0.29% | 00.0% | 不變 |
| Rosenberg Matthew Hamilton | 5,027 | $100.0 萬 | 0.29% | +11+0.2% | 加碼 |
| Israel Discount Bank of New York | 4,994 | $100.0 萬 | 1.25% | −3,133−38.6% | 減碼 |
| FNY Investment Advisers, LLC | 5,000 | $100.1 萬 | 0.65% | +5,000 | 新進 |
| Baron Wealth Management LLC | 4,998 | $100.1 萬 | 0.53% | +714+16.7% | 加碼 |
| JBF Capital, Inc. | 5,000 | $100.2 萬 | 0.16% | 00.0% | 不變 |
| Aua Capital Management, LLC | 5,000 | $100.2 萬 | 0.58% | +11+0.2% | 加碼 |
| Latitude Advisors, LLC | 5,005 | $100.2 萬 | 0.63% | +361+7.8% | 加碼 |
| InTrack Investment Management Inc | 5,013 | $100.4 萬 | 0.75% | −745−12.9% | 減碼 |
| Horizon Wealth Management, LLC | 5,028 | $100.7 萬 | 0.26% | +173+3.6% | 加碼 |
| Evernest Financial Advisors, LLC | 5,422 | $100.7 萬 | 0.48% | +605+12.6% | 加碼 |
| Financial Partners Group, Inc | 5,036 | $100.9 萬 | 0.16% | +315+6.7% | 加碼 |
| AXS Investments LLC | 5,037 | $100.9 萬 | 0.24% | +327+6.9% | 加碼 |
| KilterHowling LLC | 5,041 | $101.0 萬 | 0.71% | +614+13.9% | 加碼 |
| Drake & Associates, LLC | 5,044 | $101.0 萬 | 0.37% | −249−4.7% | 減碼 |
| Avalon Trust Co | 5,047 | $101.1 萬 | 0.08% | +634+14.4% | 加碼 |
| Hedges Asset Management LLC | 5,100 | $102.2 萬 | 0.72% | 00.0% | 不變 |
| Round Rock Advisors, LLC | 5,123 | $102.6 萬 | 0.25% | −3,807−42.6% | 減碼 |
| Bluesphere Advisors, LLC | 5,124 | $102.6 萬 | 0.57% | 00.0% | 不變 |
| Centurion Wealth Management LLC | 5,127 | $102.7 萬 | 0.40% | +337+7.0% | 加碼 |
| Eubel Brady & Suttman Asset Management Inc | 5,131 | $102.8 萬 | 0.13% | −761−12.9% | 減碼 |
| Werba Rubin Papier Wealth Management | 5,136 | $102.9 萬 | 0.30% | −620−10.8% | 減碼 |
| Hofer & Associates. Inc | 5,156 | $103.3 萬 | 0.87% | +109+2.2% | 加碼 |
| BOS Asset Management, LLC | 5,156 | $103.3 萬 | 0.54% | +7+0.1% | 加碼 |
| Sovereign Financial Group, Inc. | 5,163 | $103.4 萬 | 0.27% | +413+8.7% | 加碼 |
| Campion Asset Management LLC | 5,193 | $104.0 萬 | 0.80% | +18+0.3% | 加碼 |
| Investment Partners Asset Management, Inc. | 5,200 | $104.2 萬 | 0.94% | +41+0.8% | 加碼 |
| Napatree Capital LLC | 5,438 | $104.3 萬 | 1.01% | +120+2.3% | 加碼 |
| Vivid Wealth Management, LLC | 5,206 | $104.3 萬 | 0.65% | −170−3.2% | 減碼 |
| Oxler Private Wealth LLC | 5,211 | $104.4 萬 | 0.41% | +28+0.5% | 加碼 |
| Providence First Trust Co | 5,212 | $104.4 萬 | 0.45% | −525−9.2% | 減碼 |
| Horan Securities, Inc. | 5,225 | $104.6 萬 | 0.49% | −13−0.2% | 減碼 |
| Willner & Heller, LLC | 5,231 | $104.8 萬 | 1.04% | −28−0.5% | 減碼 |
| PFW Advisors LLC | 5,232 | $104.8 萬 | 0.32% | +55+1.1% | 加碼 |
| Councilmark Asset Management, LLC | 5,242 | $105.0 萬 | 0.76% | +5,242 | 新進 |
| Signature Estate & Investment Advisors LLC | 5,242 | $105.0 萬 | 0.03% | −251−4.6% | 減碼 |
| Hilltop Partners LLC | 5,250 | $105.2 萬 | 0.38% | +368+7.5% | 加碼 |
| Spinnaker Investment Group, LLC | 5,252 | $105.2 萬 | 0.30% | −1,299−19.8% | 減碼 |
| LVZ Advisors, Inc. | 5,258 | $105.3 萬 | 0.14% | +30+0.6% | 加碼 |
| Oldfather Financial Services, LLC | 5,265 | $105.4 萬 | 0.43% | −515−8.9% | 減碼 |
| Aviso Wealth Management | 5,269 | $105.5 萬 | 0.67% | −75−1.4% | 減碼 |
| Seamount Financial Group Inc | 5,271 | $105.6 萬 | 0.93% | 00.0% | 不變 |
| ROI Financial Advisors, LLC | 5,274 | $105.6 萬 | 0.83% | −148−2.7% | 減碼 |
| Reynders McVeigh Capital Management, LLC | 5,272 | $105.6 萬 | 0.06% | +218+4.3% | 加碼 |
| Gerber, LLC | 5,275 | $105.7 萬 | 0.89% | +313+6.3% | 加碼 |
| Copperwynd Financial, LLC | 5,286 | $105.9 萬 | 0.38% | −84−1.6% | 減碼 |
| Renaissance Group LLC | 5,295 | $106.1 萬 | 0.04% | −119−2.2% | 減碼 |
| JFS Wealth Advisors, LLC | 5,296 | $106.1 萬 | 0.08% | −303−5.4% | 減碼 |
| Narus Financial Partners, LLC | 5,302 | $106.2 萬 | 0.45% | +20+0.4% | 加碼 |