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 |
|---|---|---|---|---|---|
| Viewpoint Capital Management LLC | 6,804 | $136.3 萬 | 0.87% | +312+4.8% | 加碼 |
| REDW Wealth LLC | 6,811 | $136.4 萬 | 0.37% | +22+0.3% | 加碼 |
| Fulton Breakefield Broenniman LLC | 6,819 | $136.6 萬 | 0.11% | −21−0.3% | 減碼 |
| Palogic Value Management, L.P. | 6,824 | $136.7 萬 | 0.59% | 00.0% | 不變 |
| Solidarilty Wealth, LLC | 6,831 | $136.8 萬 | 0.43% | −10.0% | 減碼 |
| Mosaic Family Wealth Partners, LLC | 6,832 | $136.8 萬 | 0.23% | +724+11.9% | 加碼 |
| Wiser Advisor Group LLC | 6,814 | $136.9 萬 | 2.15% | −238−3.4% | 減碼 |
| BNC Wealth Management, LLC | 6,856 | $137.3 萬 | 0.59% | +896+15.0% | 加碼 |
| Prelude Capital Management, LLC | 6,867 | $137.5 萬 | 0.09% | +2,106+44.2% | 加碼 |
| Gordian Capital Singapore Pte Ltd | 6,872 | $137.6 萬 | 1.02% | +750+12.3% | 加碼 |
| Caption Management, LLC | 6,900 | $138.2 萬 | 0.15% | +6,900 | 新進 |
| Oxford Wealth Group, LLC | 6,902 | $138.2 萬 | 1.26% | +6,902 | 新進 |
| BTG Pactual Global Asset Management Ltd | 6,907 | $138.3 萬 | 0.44% | +6,907 | 新進 |
| Sherbrooke Park Advisers LLC | 6,922 | $138.6 萬 | 0.27% | +4,841+232.6% | 加碼 |
| Aletheian Wealth Advisors LLC | 6,926 | $138.7 萬 | 0.75% | +1,225+21.5% | 加碼 |
| Centric Wealth Management | 7,247 | $139.0 萬 | 0.44% | +3,172+77.8% | 加碼 |
| Angeles Investment Advisors, LLC | 6,947 | $139.1 萬 | 0.07% | +553+8.6% | 加碼 |
| ARGA Investment Management, LP | 6,950 | $139.2 萬 | 0.05% | −787−10.2% | 減碼 |
| Costello Asset Management, INC | 6,952 | $139.2 萬 | 1.00% | −937−11.9% | 減碼 |
| Gray Wealth Management Inc. | 6,980 | $139.8 萬 | 0.62% | +530+8.2% | 加碼 |
| Financial Management Network Inc | 7,149 | $139.9 萬 | 0.35% | −374−5.0% | 減碼 |
| Frazier Financial Advisors, LLC | 6,997 | $140.1 萬 | 1.15% | −104−1.5% | 減碼 |
| Guidance Capital, Inc | 7,664 | $140.2 萬 | 0.52% | +4,552+146.3% | 加碼 |
| TCM Advisors, LLC | – | $140.2 萬 | 1.10% | – | – |
| Fortis Capital Advisors, LLC | 7,001 | $140.2 萬 | 0.59% | +3,041+76.8% | 加碼 |
| Highland Financial Advisors, LLC | 7,006 | $140.3 萬 | 0.56% | 00.0% | 不變 |
| Talisman Wealth Advisors LLC | 7,014 | $140.5 萬 | 1.77% | −47−0.7% | 減碼 |
| Sippican Capital Advisors | 7,018 | $140.6 萬 | 1.09% | −4,825−40.7% | 減碼 |
| SRS Capital Advisors, Inc. | 7,019 | $140.6 萬 | 0.15% | −133−1.9% | 減碼 |
| Coastwise Capital Group, LLC | 7,023 | $140.7 萬 | 1.30% | −1,169−14.3% | 減碼 |
| Lionsbridge Wealth Management LLC | 7,031 | $140.8 萬 | 1.09% | −218−3.0% | 減碼 |
| Fiducient Advisors LLC | 7,039 | $141.0 萬 | 0.28% | +1,529+27.7% | 加碼 |
| Edgemoor Investment Advisors, Inc. | 7,047 | $141.2 萬 | 0.13% | +514+7.9% | 加碼 |
| Capital Planning Advisors, LLC | 7,065 | $141.5 萬 | 0.25% | −7−0.1% | 減碼 |
| Birchcreek Wealth Management, LLC | 7,076 | $141.7 萬 | 0.75% | −9−0.1% | 減碼 |
| O'Brien Greene & Co. Inc | 7,078 | $141.8 萬 | 0.47% | 00.0% | 不變 |
| TrueWealth Advisors, LLC | 7,086 | $141.9 萬 | 0.55% | +399+6.0% | 加碼 |
| Evanson Asset Management, LLC | 7,096 | $142.1 萬 | 0.11% | 00.0% | 不變 |
| LBMC Investment Advisors, LLC | 7,101 | $142.2 萬 | 0.12% | −389−5.2% | 減碼 |
| Nabity-Jensen Investment Management Inc | 7,109 | $142.4 萬 | 1.17% | 00.0% | 不變 |
| Credential Qtrade Securities Inc. | 7,132 | $142.9 萬 | 0.08% | +945+15.3% | 加碼 |
| Affiance Financial, LLC | 7,148 | $143.2 萬 | 0.39% | 00.0% | 不變 |
| Savvy Advisors, Inc. | 7,178 | $143.8 萬 | 0.83% | +3,292+84.7% | 加碼 |
| Armbruster Capital Management, Inc. | 7,180 | $143.8 萬 | 0.31% | −75−1.0% | 減碼 |
| Sunpointe, LLC | 7,181 | $143.8 萬 | 1.60% | −314−4.2% | 減碼 |
| Global Financial Private Client, LLC | 7,232 | $143.9 萬 | 0.62% | +693+10.6% | 加碼 |
| Unique Wealth Strategies, LLC | 7,185 | $143.9 萬 | 0.70% | +896+14.2% | 加碼 |
| Cladis Investment Advisory, LLC | 7,189 | $144.0 萬 | 1.06% | 00.0% | 不變 |
| DMG Group, LLC | 7,209 | $144.4 萬 | 1.25% | +255+3.7% | 加碼 |
| CORDA Investment Management, LLC. | 7,218 | $144.6 萬 | 0.12% | +695+10.7% | 加碼 |
| Granger Management LLC | 7,224 | $144.7 萬 | 0.29% | +3,521+95.1% | 加碼 |
| Highline Wealth Partners LLC | 7,235 | $144.9 萬 | 0.59% | +149+2.1% | 加碼 |
| One Wealth Advisors, LLC | 7,235 | $144.9 萬 | 0.25% | +1,281+21.5% | 加碼 |
| Key Client Fiduciary Advisors, LLC | 7,251 | $145.2 萬 | 0.77% | −1,200−14.2% | 減碼 |
| Powell Investment Advisors, LLC | 7,257 | $145.4 萬 | 0.77% | 00.0% | 不變 |
| One + One Wealth Management, LLC | 7,258 | $145.4 萬 | 0.83% | 00.0% | 不變 |
| Austin Private Wealth, LLC | 7,341 | $145.6 萬 | 0.17% | +179+2.5% | 加碼 |
| Salzhauer Michael | 7,270 | $145.6 萬 | 1.17% | 00.0% | 不變 |
| SC&H Financial Advisors, Inc. | 7,296 | $146.1 萬 | 0.38% | −286−3.8% | 減碼 |
| Geller Advisors LLC | 7,307 | $146.4 萬 | 0.12% | +544+8.0% | 加碼 |
| RF&L Wealth Management, LLC | 7,313 | $146.5 萬 | 1.13% | −180−2.4% | 減碼 |
| AllSquare Wealth Management LLC | 7,329 | $146.8 萬 | 0.86% | 00.0% | 不變 |
| Atlas Capital Advisors LLC | 7,347 | $147.2 萬 | 0.23% | +245+3.4% | 加碼 |
| Bordeaux Wealth Advisors LLC | 7,368 | $147.6 萬 | 0.49% | −281−3.7% | 減碼 |
| Atwood & Palmer Inc | 7,372 | $147.7 萬 | 0.11% | +127+1.8% | 加碼 |
| Longfellow Investment Management Co LLC | 7,377 | $147.8 萬 | 0.33% | +10+0.1% | 加碼 |
| Orca Investment Management, LLC | 7,379 | $147.8 萬 | 1.38% | −746−9.2% | 減碼 |
| ORBA Wealth Advisors, L.L.C. | 7,392 | $148.1 萬 | 0.82% | −1,400−15.9% | 減碼 |
| Capital Investment Counsel, Inc | 7,432 | $148.9 萬 | 0.26% | −375−4.8% | 減碼 |
| Objective Capital Management, LLC | 7,441 | $149.0 萬 | 1.01% | +678+10.0% | 加碼 |
| Lazari Capital Management, Inc. | 7,448 | $149.2 萬 | 0.81% | −596−7.4% | 減碼 |
| Onefund, LLC | 7,499 | $149.2 萬 | 1.78% | −148−1.9% | 減碼 |
| Foster Victor Wealth Advisors, LLC | 7,635 | $149.2 萬 | 0.14% | +74+1.0% | 加碼 |
| Covenant Partners, LLC | 7,451 | $149.2 萬 | 0.43% | 00.0% | 不變 |
| Cornerstone National Bank & Trust Co | 7,452 | $149.3 萬 | 0.75% | −39−0.5% | 減碼 |
| Alesco Advisors LLC | 7,456 | $149.3 萬 | 0.05% | +93+1.3% | 加碼 |
| Altus Wealth Group LLC | 7,469 | $149.6 萬 | 0.75% | −56−0.7% | 減碼 |
| Icapital Wealth LLC | 7,484 | $149.9 萬 | 0.88% | 00.0% | 不變 |
| Northwest Wealth Management, LLC | 7,510 | $150.4 萬 | 0.41% | −755−9.1% | 減碼 |
| CM Wealth Advisors LLC | 7,848 | $150.5 萬 | 0.43% | +4,083+108.4% | 加碼 |
| Garrison Point Advisors, LLC | 7,519 | $150.6 萬 | 0.97% | −160−2.1% | 減碼 |
| Wealth Group, Ltd. | 7,540 | $151.0 萬 | 1.14% | +7,540 | 新進 |
| Monterey Private Wealth, Inc. | 7,541 | $151.0 萬 | 0.61% | +43+0.6% | 加碼 |
| Physicians Financial Services, Inc. | 7,562 | $151.5 萬 | 0.53% | 00.0% | 不變 |
| Johnson & White Wealth Management, LLC | 7,590 | $152.0 萬 | 1.11% | +258+3.5% | 加碼 |
| Edge Financial Advisors LLC | 7,595 | $152.1 萬 | 1.34% | +7,595 | 新進 |
| Alta Advisers Ltd | 7,600 | $152.2 萬 | 0.75% | +100+1.3% | 加碼 |
| Dixon Fnancial Services, Inc. | 7,611 | $152.4 萬 | 0.84% | −122−1.6% | 減碼 |
| Alhambra Investment Partners LLC | 7,616 | $152.5 萬 | 0.83% | −72−0.9% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 7,618 | $152.6 萬 | 0.07% | +3,055+67.0% | 加碼 |
| IFG Advisors, LLC | 7,629 | $152.8 萬 | 0.40% | −27−0.4% | 減碼 |
| General Partner, Inc. | 7,637 | $153.0 萬 | 0.96% | 00.0% | 不變 |
| KRS Capital Management, LLC | 7,642 | $153.1 萬 | 1.23% | −297−3.7% | 減碼 |
| Harvest Fund Management Co., Ltd | 7,642 | $153.1 萬 | 0.14% | +4,200+122.0% | 加碼 |
| Madison Wealth Partners, Inc | 7,655 | $153.3 萬 | 0.55% | −47−0.6% | 減碼 |
| Keystone Financial Services | 7,664 | $153.5 萬 | 0.67% | −37−0.5% | 減碼 |
| Gries Financial LLC | 7,665 | $153.5 萬 | 0.26% | +3,457+82.2% | 加碼 |
| SignalPoint Asset Management, LLC | 7,672 | $153.7 萬 | 0.42% | −202−2.6% | 減碼 |
| Belmont Capital, LLC | 7,679 | $153.8 萬 | 0.42% | 00.0% | 不變 |
| Mango Five Family, Inc. | 7,680 | $153.8 萬 | 0.51% | −1,445−15.8% | 減碼 |