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 |
|---|---|---|---|---|---|
| Pensionfund Sabic | 6,000 | $120.2 萬 | 0.36% | +3,000+100.0% | 加碼 |
| Five Oceans Advisors | 6,007 | $120.3 萬 | 0.62% | +141+2.4% | 加碼 |
| Summit Asset Management, LLC | 6,008 | $120.3 萬 | 0.26% | −30.0% | 減碼 |
| Cravens & Co Advisors, LLC | 6,012 | $120.4 萬 | 1.00% | −37−0.6% | 減碼 |
| Barden Capital Management, Inc. | 6,015 | $120.5 萬 | 1.16% | −116−1.9% | 減碼 |
| Howard Financial Services, Ltd. | 6,015 | $120.5 萬 | 0.21% | +120+2.0% | 加碼 |
| Moss Adams Wealth Advisors LLC | 6,017 | $120.5 萬 | 0.19% | +1,427+31.1% | 加碼 |
| New Covenant Trust Company, N.A. | 6,019 | $120.6 萬 | 1.21% | +6,019 | 新進 |
| Ellsworth Advisors, LLC | 6,603 | $120.7 萬 | 0.35% | +195+3.0% | 加碼 |
| Menard Financial Group LLC | 6,028 | $120.7 萬 | 1.02% | +385+6.8% | 加碼 |
| Powers Advisory Group, LLC | 6,031 | $120.8 萬 | 0.69% | +226+3.9% | 加碼 |
| Davis Investment Partners, LLC | 6,187 | $121.0 萬 | 0.53% | +81+1.3% | 加碼 |
| Eagle Bay Advisors LLC | 6,062 | $121.4 萬 | 0.77% | −269−4.2% | 減碼 |
| Systematic Financial Management LP | 6,075 | $121.7 萬 | 0.03% | 00.0% | 不變 |
| Annis Gardner Whiting Capital Advisors, LLC | 6,080 | $121.8 萬 | 0.44% | +913+17.7% | 加碼 |
| Colton Groome Financial Advisors, LLC | 6,088 | $121.9 萬 | 0.49% | −510−7.7% | 減碼 |
| TKG Advisors, LLC | 6,094 | $122.1 萬 | 0.68% | −155−2.5% | 減碼 |
| BayBridge Capital Group, LLC | 6,448 | $122.1 萬 | 1.06% | −38−0.6% | 減碼 |
| Denali Advisors LLC | 6,100 | $122.2 萬 | 0.36% | −600−9.0% | 減碼 |
| Viawealth, LLC | 6,105 | $122.3 萬 | 0.76% | +16+0.3% | 加碼 |
| McDaniel Terry & Co | 6,108 | $122.3 萬 | 0.11% | +450+8.0% | 加碼 |
| Core Wealth Partners LLC | 6,106 | $122.3 萬 | 0.92% | +299+5.1% | 加碼 |
| Southland Equity Partners LLC | 6,111 | $122.4 萬 | 0.34% | +1,463+31.5% | 加碼 |
| Sax Wealth Advisors, LLC | 6,118 | $122.5 萬 | 0.14% | +1,732+39.5% | 加碼 |
| Sentry LLC | 6,136 | $122.9 萬 | 0.23% | −6−0.1% | 減碼 |
| Castlekeep Investment Advisors LLC | 6,139 | $123.0 萬 | 0.89% | −1,390−18.5% | 減碼 |
| Financial Council Asset Management Inc | 6,148 | $123.1 萬 | 0.73% | −291−4.5% | 減碼 |
| Salomon & Ludwin, LLC | 6,175 | $123.7 萬 | 0.11% | +163+2.7% | 加碼 |
| ABLE Financial Group, LLC | 6,195 | $124.1 萬 | 0.49% | +1,004+19.3% | 加碼 |
| Verum Partners LLC | 6,195 | $124.1 萬 | 0.44% | +243+4.1% | 加碼 |
| GFG Capital, LLC | 6,198 | $124.1 萬 | 0.32% | −67−1.1% | 減碼 |
| Shakespeare Wealth Management, Inc. | 6,210 | $124.4 萬 | 0.36% | 00.0% | 不變 |
| New Century Financial Group, LLC | 6,216 | $124.5 萬 | 0.86% | −483−7.2% | 減碼 |
| Gould Asset Management LLC | 6,226 | $124.7 萬 | 0.30% | 00.0% | 不變 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 6,232 | $124.8 萬 | 0.15% | +2,513+67.6% | 加碼 |
| Solstein Capital, LLC | 6,242 | $125.0 萬 | 0.87% | 00.0% | 不變 |
| Phillips Wealth Planners LLC | 6,918 | $125.1 萬 | 1.44% | −312−4.3% | 減碼 |
| ICA Group Wealth Management, LLC | 6,268 | $125.5 萬 | 0.25% | +118+1.9% | 加碼 |
| V-Square Quantitative Management LLC | 6,268 | $125.5 萬 | 0.21% | 00.0% | 不變 |
| Sendero Wealth Management, LLC | 6,268 | $125.5 萬 | 0.22% | +457+7.9% | 加碼 |
| Regent Peak Wealth Advisors LLC | 6,268 | $125.5 萬 | 0.32% | −92−1.4% | 減碼 |
| McIlrath & Eck, LLC | 6,269 | $125.6 萬 | 0.20% | +14+0.2% | 加碼 |
| McLean Asset Management Corp | 6,369 | $125.6 萬 | 0.43% | +4+0.1% | 加碼 |
| Renasant Bank | 6,270 | $125.6 萬 | 0.89% | −16−0.3% | 減碼 |
| Hyperion Partners, LLC | 6,273 | $125.6 萬 | 0.92% | −262−4.0% | 減碼 |
| Fidelity D & D Bancorp Inc | 6,290 | $126.0 萬 | 0.95% | −266−4.1% | 減碼 |
| Millennium Capital Advisors, LLC | 6,290 | $126.0 萬 | 0.89% | +104+1.7% | 加碼 |
| Inceptionr LLC | 6,300 | $126.2 萬 | 0.32% | +6,300 | 新進 |
| Crew Capital Management, Ltd. | 6,317 | $126.5 萬 | 1.03% | +834+15.2% | 加碼 |
| PCA Investment Advisory Services Inc. | 6,317 | $126.5 萬 | 0.71% | +95+1.5% | 加碼 |
| Mason & Associates Inc | 6,327 | $126.7 萬 | 0.34% | +237+3.9% | 加碼 |
| Profit Investment Management, LLC | 6,327 | $126.7 萬 | 0.72% | 00.0% | 不變 |
| True North Advisors, LLC | 6,332 | $126.8 萬 | 0.35% | +191+3.1% | 加碼 |
| HHM Wealth Advisors, LLC | 6,332 | $126.8 萬 | 0.21% | −150−2.3% | 減碼 |
| Carr Financial Group Corp | 6,358 | $127.3 萬 | 0.42% | +2,137+50.6% | 加碼 |
| Greatmark Investment Partners, Inc. | 6,362 | $127.4 萬 | 0.18% | +17+0.3% | 加碼 |
| Heartwood Wealth Advisors LLC | 6,363 | $127.5 萬 | 0.16% | −4,601−42.0% | 減碼 |
| Jacobs Levy Equity Management, Inc | 6,374 | $127.7 萬 | 0.01% | +1,569+32.7% | 加碼 |
| Vision Capital Management, Inc. | 6,394 | $128.1 萬 | 0.19% | −75−1.2% | 減碼 |
| Allegheny Financial Group LTD | 6,413 | $128.5 萬 | 0.40% | −821−11.3% | 減碼 |
| Foster Group, Inc. | 6,414 | $128.5 萬 | 0.06% | +181+2.9% | 加碼 |
| ARK & TLK Investments, LLC | 6,419 | $128.6 萬 | 0.50% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 6,433 | $128.9 萬 | 0.29% | −368−5.4% | 減碼 |
| Cascade Investment Group, Inc. | 6,450 | $129.2 萬 | 0.97% | +191+3.1% | 加碼 |
| Tennessee Valley Asset Management Partners | 6,452 | $129.2 萬 | 0.31% | −98−1.5% | 減碼 |
| LifePro Asset Management | 6,455 | $129.3 萬 | 0.85% | +295+4.8% | 加碼 |
| New Jersey Better Educational Savings Trust | 6,461 | $129.4 萬 | 2.45% | 00.0% | 不變 |
| Cookson Peirce & Co Inc | 6,474 | $129.7 萬 | 0.07% | −24−0.4% | 減碼 |
| Berger Financial Group, Inc | 6,491 | $130.0 萬 | 0.11% | +569+9.6% | 加碼 |
| Lantz Financial LLC | 6,491 | $130.0 萬 | 0.42% | −20−0.3% | 減碼 |
| Orrstown Financial Services Inc | 6,494 | $130.1 萬 | 0.72% | +242+3.9% | 加碼 |
| Carmichael Hill & Associates, Inc. | 6,502 | $130.2 萬 | 0.54% | −260−3.8% | 減碼 |
| Strong Tower Advisory Services | 6,548 | $130.3 萬 | 0.52% | +601+10.1% | 加碼 |
| Wall Street Access Asset Management, LLC | 6,507 | $130.3 萬 | 0.54% | −195−2.9% | 減碼 |
| Clarity Financial LLC | 6,511 | $130.4 萬 | 0.20% | +212+3.4% | 加碼 |
| Driehaus Capital Management LLC | 6,524 | $130.7 萬 | 0.01% | −2,362−26.6% | 減碼 |
| Sterling Wealth Management, Inc. | 6,528 | $130.8 萬 | 0.65% | 00.0% | 不變 |
| Green Harvest Asset Management LLC | 6,533 | $130.8 萬 | 0.03% | +3,202+96.1% | 加碼 |
| Keynote Financial Services LLC | 6,534 | $130.9 萬 | 1.10% | +6,534 | 新進 |
| Cubic Asset Management, LLC | 6,570 | $131.6 萬 | 0.31% | +31+0.5% | 加碼 |
| Frank, Rimerman Advisors LLC | 6,585 | $131.9 萬 | 0.25% | 00.0% | 不變 |
| Caz Investments LP | 6,600 | $132.2 萬 | 2.64% | 00.0% | 不變 |
| Centerpoint Advisors, LLC | 6,618 | $132.5 萬 | 0.50% | +403+6.5% | 加碼 |
| PBMares Wealth Management LLC | 6,625 | $132.7 萬 | 0.35% | +63+1.0% | 加碼 |
| Trust Co | 6,630 | $132.8 萬 | 0.17% | −811−10.9% | 減碼 |
| Pathway Financial Advisors LLC | 6,631 | $132.8 萬 | 0.36% | −36−0.5% | 減碼 |
| Waypoint Capital Advisors, LLC | 6,635 | $132.9 萬 | 0.35% | +132+2.0% | 加碼 |
| Gallagher Fiduciary Advisors, LLC | 6,666 | $133.5 萬 | 0.05% | +310+4.9% | 加碼 |
| Olistico Wealth, LLC | 6,680 | $133.8 萬 | 0.97% | −1,095−14.1% | 減碼 |
| Northside Capital Management, LLC | 6,700 | $134.2 萬 | 0.24% | 00.0% | 不變 |
| First Heartland Consultants, Inc. | 6,704 | $134.3 萬 | 0.14% | +374+5.9% | 加碼 |
| Novak & Powell Financial Services, Inc. | 6,728 | $134.8 萬 | 1.01% | −106−1.6% | 減碼 |
| Prairie Sky Financial Group LLC | 6,775 | $135.7 萬 | 0.81% | −51−0.7% | 減碼 |
| Security Financial Services, INC. | 6,785 | $135.9 萬 | 0.31% | +34+0.5% | 加碼 |
| waypoint wealth counsel | 6,785 | $135.9 萬 | 1.05% | +90+1.3% | 加碼 |
| Schneider Downs Wealth Management Advisors, LP | 6,786 | $135.9 萬 | 0.31% | +4,781+238.5% | 加碼 |
| Sunflower Bank, N.A. | 6,791 | $136.0 萬 | 0.31% | −354−5.0% | 減碼 |
| Two Sigma Investments, LP | 6,800 | $136.2 萬 | 0.00% | −8,778−56.3% | 減碼 |
| Winmill & Co. Inc | 6,800 | $136.2 萬 | 0.39% | 00.0% | 不變 |
| U S Global Investors Inc | 6,800 | $136.2 萬 | 0.11% | 00.0% | 不變 |