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 |
|---|---|---|---|---|---|
| Legacy Edge Advisors, LLC | 7,691 | $154.1 萬 | 0.32% | +41+0.5% | 加碼 |
| Kolinsky Wealth Management, LLC | 7,694 | $154.1 萬 | 1.18% | +493+6.8% | 加碼 |
| Alta Wealth Advisors LLC | 7,777 | $155.8 萬 | 0.79% | +30+0.4% | 加碼 |
| Pflug Koory, LLC | 7,777 | $155.8 萬 | 0.77% | 00.0% | 不變 |
| Childress Capital Advisors, LLC | 7,778 | $155.8 萬 | 0.45% | −596−7.1% | 減碼 |
| Richard W. Paul & Associates, LLC | 7,786 | $156.0 萬 | 0.62% | −643−7.6% | 減碼 |
| Silicon Valley Capital Partners | 7,802 | $156.3 萬 | 0.23% | +1,984+34.1% | 加碼 |
| Univest Financial Corp | 7,822 | $156.7 萬 | 0.44% | −22,271−74.0% | 減碼 |
| Castle Wealth Management LLC | 7,832 | $156.9 萬 | 0.82% | −1,769−18.4% | 減碼 |
| Thrive Wealth Management, LLC | 7,854 | $157.3 萬 | 0.33% | +555+7.6% | 加碼 |
| Stephens Consulting, LLC | 7,880 | $157.8 萬 | 0.48% | −89−1.1% | 減碼 |
| Colonial River Wealth Management, LLC | 7,892 | $158.1 萬 | 0.89% | +562+7.7% | 加碼 |
| Lee Financial Co | 7,898 | $158.2 萬 | 0.26% | +2,978+60.5% | 加碼 |
| RFP Financial Group LLC | 7,905 | $158.3 萬 | 0.62% | +36+0.5% | 加碼 |
| American State Bank (Iowa) | 7,907 | $158.4 萬 | 1.06% | −763−8.8% | 減碼 |
| Lebenthal Global Advisors, LLC | 7,915 | $158.5 萬 | 0.35% | +596+8.1% | 加碼 |
| Callan Capital, LLC | 7,918 | $158.6 萬 | 0.14% | +1,592+25.2% | 加碼 |
| Stephenson National Bank & Trust | 7,941 | $159.1 萬 | 0.55% | −559−6.6% | 減碼 |
| Beacon Financial Advisory LLC | 7,946 | $159.1 萬 | 0.77% | −53−0.7% | 減碼 |
| Apella Capital, LLC | 8,086 | $159.4 萬 | 0.08% | +51+0.6% | 加碼 |
| Accel Wealth Management | 7,984 | $159.9 萬 | 0.68% | −15−0.2% | 減碼 |
| First Command Advisory Services, Inc. | 8,004 | $160.1 萬 | 0.02% | +523+7.0% | 加碼 |
| Keyes, Stange & Wooten Wealth Management, LLC | 7,995 | $160.1 萬 | 1.41% | −200−2.4% | 減碼 |
| GoodHaven Capital Management, LLC | 8,000 | $160.2 萬 | 0.60% | 00.0% | 不變 |
| Veracity Capital LLC | 8,001 | $160.3 萬 | 0.62% | +31+0.4% | 加碼 |
| Commons Capital, LLC | 8,001 | $160.3 萬 | 2.33% | +38+0.5% | 加碼 |
| Machina Capital S.A.S. | 8,021 | $160.7 萬 | 0.85% | +5,641+237.0% | 加碼 |
| Cora Capital Advisors LLC | 8,031 | $160.9 萬 | 0.86% | −67−0.8% | 減碼 |
| Legacy Capital Group California, Inc. | 8,041 | $161.1 萬 | 0.59% | −264−3.2% | 減碼 |
| ELCO Management Co., LLC | 8,052 | $161.3 萬 | 0.98% | −19−0.2% | 減碼 |
| Capital Square, LLC | 8,054 | $161.3 萬 | 1.14% | −123−1.5% | 減碼 |
| Accent Capital Management, LLC | 8,058 | $161.4 萬 | 1.39% | +1,769+28.1% | 加碼 |
| Foresight Global Investors, Inc. | 8,070 | $161.6 萬 | 0.80% | 00.0% | 不變 |
| Tilia Fiduciary Partners, Inc. | 8,082 | $161.9 萬 | 1.31% | −142−1.7% | 減碼 |
| Rogco, LP | 8,094 | $162.1 萬 | 0.66% | −315−3.7% | 減碼 |
| TLWM | 8,103 | $162.3 萬 | 0.36% | −195−2.3% | 減碼 |
| BluePath Capital Management, LLC | 8,114 | $162.5 萬 | 1.26% | +277+3.5% | 加碼 |
| Baron Silver Stevens Financial Advisors, LLC | 8,115 | $162.5 萬 | 0.31% | +1,310+19.3% | 加碼 |
| Alera Investment Advisors, LLC | 8,119 | $162.6 萬 | 0.22% | +156+2.0% | 加碼 |
| McElhenny Sheffield Capital Management, LLC | 8,121 | $162.7 萬 | 0.58% | +91+1.1% | 加碼 |
| Proffitt & Goodson Inc | 8,124 | $162.7 萬 | 0.29% | −189−2.3% | 減碼 |
| Plancorp, LLC | 8,141 | $163.1 萬 | 0.07% | +1,228+17.8% | 加碼 |
| Eagle Capital Management LLC | 8,146 | $163.2 萬 | 0.01% | −662−7.5% | 減碼 |
| Kozak & Associates, Inc. | 8,061 | $163.2 萬 | 0.44% | −181−2.2% | 減碼 |
| QVR LLC | 8,173 | $163.7 萬 | 0.28% | +8,173 | 新進 |
| Monte Financial Group, LLC | 8,198 | $164.2 萬 | 0.72% | 00.0% | 不變 |
| Cheviot Value Management, LLC | 8,199 | $164.2 萬 | 0.36% | 00.0% | 不變 |
| STAR Financial Bank | 8,201 | $164.3 萬 | 1.40% | −289−3.4% | 減碼 |
| Charter Oak Capital Management, LLC | 8,210 | $164.5 萬 | 0.18% | +636+8.4% | 加碼 |
| Syntax Research, Inc. | 8,215 | $164.6 萬 | 1.26% | +47+0.6% | 加碼 |
| CPA Asset Management LLC | 8,223 | $164.7 萬 | 0.92% | +14+0.2% | 加碼 |
| Oarsman Capital, Inc. | 8,232 | $164.9 萬 | 0.39% | −2,776−25.2% | 減碼 |
| Access Financial Services, Inc. | 8,256 | $165.4 萬 | 0.74% | 00.0% | 不變 |
| Herbst Group, LLC | 8,260 | $165.4 萬 | 1.02% | −25−0.3% | 減碼 |
| MEMBERS Trust Co | 8,271 | $165.7 萬 | 0.05% | −742−8.2% | 減碼 |
| Eagle Wealth Strategies LLC | 8,329 | $165.7 萬 | 1.35% | −93−1.1% | 減碼 |
| Financial Engines Advisors L.L.C. | 8,279 | $165.8 萬 | 0.00% | +2,819+51.6% | 加碼 |
| Sather Financial Group Inc | 8,279 | $165.8 萬 | 0.12% | 00.0% | 不變 |
| Steele Capital Management, Inc. | 8,282 | $165.9 萬 | 0.10% | −478−5.5% | 減碼 |
| Sivia Capital Partners, LLC | 8,289 | $166.0 萬 | 1.13% | −148−1.8% | 減碼 |
| Caldwell Investment Management Ltd. | 8,300 | $166.0 萬 | 1.24% | −3,160−27.6% | 減碼 |
| Aspen Wealth Strategies, LLC | 8,305 | $166.4 萬 | 1.15% | −1,493−15.2% | 減碼 |
| NorthStar Asset Management LLC | 8,310 | $166.4 萬 | 1.26% | +316+4.0% | 加碼 |
| Sound Income Strategies, LLC | 8,319 | $166.6 萬 | 0.12% | +559+7.2% | 加碼 |
| Hendershot Investments Inc. | 8,333 | $166.9 萬 | 0.24% | 00.0% | 不變 |
| W Advisors, LLC | 8,360 | $167.5 萬 | 1.15% | −14−0.2% | 減碼 |
| Bouchey Financial Group Ltd | 8,364 | $167.5 萬 | 0.16% | −64−0.8% | 減碼 |
| Ostrum Asset Management | 8,369 | $167.6 萬 | 0.13% | −12,162−59.2% | 減碼 |
| Calton & Associates, Inc. | 8,382 | $167.9 萬 | 0.82% | −1,811−17.8% | 減碼 |
| SRN Advisors, LLC | 8,386 | $168.0 萬 | 1.31% | +748+9.8% | 加碼 |
| Precedent Wealth Partners, LLC | 8,387 | $168.0 萬 | 0.72% | +508+6.4% | 加碼 |
| Troluce Capital Advisors LLC | 8,400 | $168.3 萬 | 0.36% | +8,400 | 新進 |
| Summit Wealth & Retirement Planning, Inc. | 8,413 | $168.5 萬 | 0.60% | −754−8.2% | 減碼 |
| Balboa Wealth Partners | 8,417 | $168.6 萬 | 0.54% | +1,530+22.2% | 加碼 |
| Accuvest Global Advisors | 8,428 | $168.8 萬 | 0.74% | +2,202+35.4% | 加碼 |
| Montz Harcus Wealth Management LLC | 8,437 | $169.0 萬 | 1.14% | +45+0.5% | 加碼 |
| Eukles Asset Management | 8,451 | $169.3 萬 | 0.74% | +465+5.8% | 加碼 |
| Tortoise Investment Management, LLC | 8,479 | $169.8 萬 | 0.21% | −99−1.2% | 減碼 |
| LexAurum Advisors, LLC | 8,482 | $169.9 萬 | 0.43% | −2,542−23.1% | 減碼 |
| Wealth Management Associates, Inc. | 8,407 | $170.0 萬 | 0.80% | −219−2.5% | 減碼 |
| Rodgers Brothers Inc. | 8,509 | $170.4 萬 | 0.23% | +1,850+27.8% | 加碼 |
| Tanager Wealth Management LLP | 8,511 | $170.5 萬 | 0.28% | +4,123+94.0% | 加碼 |
| Joule Financial, LLC | 8,511 | $170.5 萬 | 0.70% | +117+1.4% | 加碼 |
| Householder Group Estate & Retirement Specialist, LLC | 8,522 | $170.7 萬 | 0.51% | −383−4.3% | 減碼 |
| Legacy Bridge, LLC | 8,531 | $170.9 萬 | 1.00% | −18−0.2% | 減碼 |
| Private Portfolio Partners LLC | 8,533 | $170.9 萬 | 0.36% | −274−3.1% | 減碼 |
| Ategra Capital Management, LLC | 8,545 | $171.2 萬 | 0.79% | −10.0% | 減碼 |
| Westbourne Investment Advisors, Inc. | 8,553 | $171.3 萬 | 0.63% | −42−0.5% | 減碼 |
| Berkeley Capital Partners, LLC | 8,556 | $171.4 萬 | 0.52% | −309−3.5% | 減碼 |
| Stiles Financial Services Inc | 8,578 | $171.8 萬 | 0.69% | +1,446+20.3% | 加碼 |
| First National Bank Sioux Falls | 8,599 | $172.2 萬 | 0.94% | −10−0.1% | 減碼 |
| Central Asset Investments & Management Holdings (HK) Ltd | 8,600 | $172.3 萬 | 1.92% | +8,600 | 新進 |
| Waterfront Wealth Inc. | 8,908 | $172.3 萬 | 0.48% | +29+0.3% | 加碼 |
| M. Kraus & Co | 8,608 | $172.4 萬 | 0.52% | +359+4.4% | 加碼 |
| Prossimo Advisors, LLC | 8,648 | $173.2 萬 | 3.35% | −25−0.3% | 減碼 |
| Dohj, LLC | 8,661 | $173.5 萬 | 0.46% | +109+1.3% | 加碼 |
| RMR Capital Management, LLC | 8,679 | $173.8 萬 | 1.73% | 00.0% | 不變 |
| Gen-Wealth Partners Inc | 8,681 | $173.9 萬 | 0.86% | +8,681 | 新進 |
| First National Bank & Trust Co of Newtown | 8,686 | $174.0 萬 | 0.35% | 00.0% | 不變 |
| Evergreen Wealth Solutions, LLC | 8,689 | $174.0 萬 | 1.29% | −1,743−16.7% | 減碼 |