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 |
|---|---|---|---|---|---|
| Omnia Family Wealth, LLC | 5,302 | $106.2 萬 | 0.50% | +429+8.8% | 加碼 |
| Summit Wealth Partners, LLC | 5,324 | $106.6 萬 | 0.23% | +10.0% | 加碼 |
| Grant Street Asset Management, Inc. | 5,344 | $107.0 萬 | 0.35% | −102−1.9% | 減碼 |
| Oliver Luxxe Assets LLC | 5,346 | $107.1 萬 | 0.22% | −302−5.3% | 減碼 |
| Sunburst Financial Group, LLC | 5,383 | $107.1 萬 | 0.30% | +52+1.0% | 加碼 |
| D'Orazio & Associates, Inc. | 5,350 | $107.2 萬 | 0.17% | +610+12.9% | 加碼 |
| Investment House LLC | 5,351 | $107.2 萬 | 0.06% | −15,245−74.0% | 減碼 |
| Measured Wealth Private Client Group, LLC | 5,352 | $107.2 萬 | 0.37% | +161+3.1% | 加碼 |
| Helen Stephens Group, LLC | 5,352 | $107.2 萬 | 0.41% | −93−1.7% | 減碼 |
| Meridian Investment Counsel Inc. | 5,362 | $107.4 萬 | 0.36% | −20−0.4% | 減碼 |
| Capital Markets Trading UK LLP | 5,369 | $107.5 萬 | 0.78% | −2,693−33.4% | 減碼 |
| Jackson Creek Investment Advisors LLC | 5,367 | $107.5 萬 | 0.38% | −165−3.0% | 減碼 |
| West Bancorporation Inc | 5,373 | $107.6 萬 | 0.71% | −668−11.1% | 減碼 |
| Gateway Wealth Partners, LLC | 5,373 | $107.6 萬 | 0.39% | +40+0.8% | 加碼 |
| Great Diamond Partners, LLC | 5,382 | $107.8 萬 | 0.25% | −62−1.1% | 減碼 |
| LWM Advisory Services, LLC | 5,391 | $108.0 萬 | 0.87% | −79−1.4% | 減碼 |
| Bellevue Asset Management, LLC | 5,391 | $108.0 萬 | 0.61% | −57−1.0% | 減碼 |
| Derbend Asset Management | 5,398 | $108.1 萬 | 0.53% | +485+9.9% | 加碼 |
| Evolution Wealth Advisors, LLC | 5,406 | $108.3 萬 | 0.21% | +438+8.8% | 加碼 |
| Port Capital LLC | 5,406 | $108.3 萬 | 0.05% | −858−13.7% | 減碼 |
| Tranquilli Financial Advisor LLC | 5,407 | $108.3 萬 | 0.72% | +128+2.4% | 加碼 |
| Swisher Financial Concepts, Inc. | 5,582 | $108.6 萬 | 0.95% | −1,031−15.6% | 減碼 |
| Richardson Financial Services Inc. | 5,436 | $108.9 萬 | 0.77% | +522+10.6% | 加碼 |
| Hara Capital LLC | 5,437 | $108.9 萬 | 0.65% | −175−3.1% | 減碼 |
| Cross Staff Investments Inc | 5,437 | $108.9 萬 | 0.92% | 00.0% | 不變 |
| Cambridge Advisors Inc. | 5,464 | $109.4 萬 | 0.26% | +30+0.6% | 加碼 |
| GTS Securities LLC | 5,491 | $110.0 萬 | 0.03% | −47,075−89.6% | 減碼 |
| Private Client Services, LLC | 5,498 | $110.1 萬 | 0.74% | +261+5.0% | 加碼 |
| Firestone Capital Management | 5,508 | $110.3 萬 | 0.31% | +27+0.5% | 加碼 |
| Wealth Dimensions Group, Ltd. | 5,508 | $110.3 萬 | 0.33% | −235−4.1% | 減碼 |
| WealthTrust Axiom LLC | 5,512 | $110.4 萬 | 0.36% | −104−1.9% | 減碼 |
| Tectonic Advisors LLC | 5,512 | $110.4 萬 | 0.08% | +306+5.9% | 加碼 |
| Fi3 FINANCIAL ADVISORS, LLC | 5,800 | $110.5 萬 | 0.51% | −152−2.6% | 減碼 |
| Mogy Joel R Investment Counsel Inc | 5,524 | $110.6 萬 | 0.08% | +1,558+39.3% | 加碼 |
| Private Wealth Advisors | 5,532 | $110.8 萬 | 0.46% | −14−0.3% | 減碼 |
| Private Capital Management LLC | 5,533 | $110.8 萬 | 0.24% | −134−2.4% | 減碼 |
| Sandbox Financial Partners, LLC | 5,541 | $111.0 萬 | 0.47% | +73+1.3% | 加碼 |
| Allie Family Office LLC | 5,541 | $111.0 萬 | 0.65% | 00.0% | 不變 |
| Deseret Mutual Benefit Administrators | 5,544 | $111.0 萬 | 0.56% | −157−2.8% | 減碼 |
| Lion Street Advisors, LLC | 6,529 | $111.1 萬 | 0.45% | 00.0% | 不變 |
| Shelton Wealth Management, LLC | 5,552 | $111.2 萬 | 0.70% | +404+7.8% | 加碼 |
| Burke & Herbert Bank & Trust Co | 5,566 | $111.5 萬 | 0.84% | −840−13.1% | 減碼 |
| Lodestar Private Asset Management LLC | 5,574 | $111.6 萬 | 0.16% | −266−4.6% | 減碼 |
| Moller Financial Services | 5,576 | $111.7 萬 | 0.30% | 00.0% | 不變 |
| Patriot Investment Management Inc. | 5,577 | $111.7 萬 | 0.09% | −24−0.4% | 減碼 |
| Hurlow Wealth Management Group, Inc. | 5,582 | $111.8 萬 | 0.39% | +7+0.1% | 加碼 |
| Investors Research Corp | 5,583 | $111.8 萬 | 0.26% | −966−14.8% | 減碼 |
| Cardiff Park Advisors, LLC | 5,591 | $112.0 萬 | 0.11% | +4+0.1% | 加碼 |
| First National Bank | 5,592 | $112.0 萬 | 0.85% | +75+1.4% | 加碼 |
| Delap Wealth Advisory, LLC | 5,595 | $112.1 萬 | 0.45% | +3,370+151.5% | 加碼 |
| Aveo Capital Partners, LLC | 5,882 | $112.1 萬 | 0.12% | +731+14.2% | 加碼 |
| Retirement Planning Group | 5,602 | $112.2 萬 | 0.09% | +191+3.5% | 加碼 |
| Skba Capital Management LLC | 5,612 | $112.4 萬 | 0.18% | 00.0% | 不變 |
| F/M Investments LLC | 5,621 | $112.6 萬 | 0.76% | −80−1.4% | 減碼 |
| Great Point Wealth Advisors, LLC | 5,642 | $113.0 萬 | 0.26% | 00.0% | 不變 |
| Avaii Wealth Management, LLC | 5,647 | $113.1 萬 | 0.66% | +157+2.9% | 加碼 |
| Probity Advisors, Inc. | 5,649 | $113.2 萬 | 0.23% | −5−0.1% | 減碼 |
| Burt Wealth Advisors | 5,661 | $113.4 萬 | 0.29% | +235+4.3% | 加碼 |
| O'Keefe Stevens Advisory, Inc. | 5,664 | $113.4 萬 | 0.37% | +718+14.5% | 加碼 |
| Dechtman Wealth Management, LLC | 5,670 | $113.6 萬 | 0.26% | +453+8.7% | 加碼 |
| Roberts Capital Advisors, LLC | 5,671 | $113.6 萬 | 1.09% | +5,671 | 新進 |
| Silver Oak Securities, Inc | 5,684 | $113.8 萬 | 0.17% | −253−4.3% | 減碼 |
| Hall Laurie J Trustee | 5,700 | $114.1 萬 | 0.40% | −315−5.2% | 減碼 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 5,700 | $114.2 萬 | 0.79% | 00.0% | 不變 |
| Legal Advantage Investments, Inc. | 5,703 | $114.2 萬 | 0.64% | 00.0% | 不變 |
| FirstPurpose Wealth LLC | 5,854 | $114.4 萬 | 0.42% | −41−0.7% | 減碼 |
| Vivaldi Capital Management, LLC | 5,773 | $114.7 萬 | 0.33% | −2,160−27.2% | 減碼 |
| High Falls Advisors, Inc | 5,743 | $115.0 萬 | 0.29% | +165+3.0% | 加碼 |
| ERn Financial, LLC | 5,746 | $115.1 萬 | 0.20% | +110+2.0% | 加碼 |
| Galibier Capital Management Ltd. | 5,760 | $115.4 萬 | 0.28% | 00.0% | 不變 |
| Prosperity Financial Group, Inc. | 5,763 | $115.4 萬 | 0.71% | +2,158+59.9% | 加碼 |
| Tributary Capital Management, LLC | 5,779 | $115.8 萬 | 0.09% | +519+9.9% | 加碼 |
| Peregrine Asset Advisers, Inc. | 5,780 | $115.8 萬 | 0.46% | 00.0% | 不變 |
| Wallace Advisory Group, LLC | 6,821 | $116.0 萬 | 0.87% | +846+14.2% | 加碼 |
| Carolinas Wealth Consulting LLC | 5,799 | $116.1 萬 | 0.23% | −158−2.7% | 減碼 |
| Oakwell Private Wealth Management, LLC | 5,811 | $116.4 萬 | 0.35% | +481+9.0% | 加碼 |
| Westside Investment Management, Inc. | 5,816 | $116.4 萬 | 0.28% | −30−0.5% | 減碼 |
| Aspen Grove Capital, LLC | 5,817 | $116.5 萬 | 0.33% | +195+3.5% | 加碼 |
| Monograph Wealth Advisors, LLC | 5,823 | $116.6 萬 | 0.17% | +5,823 | 新進 |
| McNaughton Wealth Management, LLC | 5,830 | $116.8 萬 | 0.65% | −187−3.1% | 減碼 |
| Buttonwood Financial Advisors Inc. | 5,834 | $116.8 萬 | 0.55% | −62−1.1% | 減碼 |
| Silvia McColl Wealth Management, LLC | 5,978 | $116.9 萬 | 1.00% | +58+1.0% | 加碼 |
| Aurora Private Wealth, Inc. | 5,883 | $117.1 萬 | 1.01% | −134−2.2% | 減碼 |
| Benchmark Investment Advisors LLC | 5,853 | $117.2 萬 | 0.93% | +971+19.9% | 加碼 |
| St. Clair Advisors, LLC | 5,855 | $117.3 萬 | 0.38% | 00.0% | 不變 |
| Element Wealth, LLC | 5,869 | $117.6 萬 | 0.69% | −19−0.3% | 減碼 |
| Clifford Group, LLC | 5,873 | $117.6 萬 | 0.97% | −83−1.4% | 減碼 |
| Fortitude Family Office, LLC | 5,881 | $117.8 萬 | 0.79% | +118+2.0% | 加碼 |
| Barnes Pettey Financial Advisors, LLC | 5,906 | $118.3 萬 | 1.02% | +191+3.3% | 加碼 |
| China Universal Asset Management Co., Ltd. | 5,914 | $118.5 萬 | 0.15% | +5,914 | 新進 |
| 5th Street Advisors, LLC | 5,918 | $118.5 萬 | 0.67% | 00.0% | 不變 |
| Greylin Investment Mangement Inc | 5,925 | $118.7 萬 | 0.19% | −50−0.8% | 減碼 |
| Crumly & Associates Inc. | 5,931 | $118.8 萬 | 0.31% | −23−0.4% | 減碼 |
| Delta Investment Management, LLC | 5,932 | $118.8 萬 | 0.27% | +270+4.8% | 加碼 |
| Fairview Capital Investment Management, LLC | 5,948 | $119.1 萬 | 0.07% | +539+10.0% | 加碼 |
| Alpha Family Trust | 5,950 | $119.2 萬 | 0.72% | 00.0% | 不變 |
| Legacy Capital Wealth Partners, LLC | 8,490 | $119.3 萬 | 0.85% | +2,271+36.5% | 加碼 |
| Kingfisher Capital LLC | 5,976 | $119.7 萬 | 0.29% | +40+0.7% | 加碼 |
| Quantum Financial Advisors, LLC | 5,980 | $119.8 萬 | 0.22% | +1,476+32.8% | 加碼 |
| Bay Rivers Group | 6,000 | $120.2 萬 | 0.66% | 00.0% | 不變 |