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 |
|---|---|---|---|---|---|
| Cooper Financial Group | 8,693 | $174.1 萬 | 0.29% | +984+12.8% | 加碼 |
| McGlone Suttner Wealth Management, Inc. | 8,710 | $174.5 萬 | 0.33% | +993+12.9% | 加碼 |
| PFC Capital Group, Inc. | 8,725 | $174.7 萬 | 0.94% | −150−1.7% | 減碼 |
| Defined Wealth Management, LLC | 8,756 | $175.4 萬 | 1.26% | +7+0.1% | 加碼 |
| Winning Points Advisors, LLC | 10,323 | $175.6 萬 | 2.71% | 00.0% | 不變 |
| Correct Capital Wealth Management | 8,798 | $176.2 萬 | 0.41% | +1,098+14.3% | 加碼 |
| Addison Advisors LLC | 8,800 | $176.3 萬 | 0.61% | +99+1.1% | 加碼 |
| Meridian Financial Partners LLC | 9,776 | $176.8 萬 | 2.27% | −6−0.1% | 減碼 |
| Game Creek Capital, LP | 8,850 | $177.3 萬 | 0.96% | −2,325−20.8% | 減碼 |
| Iron Financial, LLC | 8,857 | $177.4 萬 | 0.99% | −454−4.9% | 減碼 |
| Mendel Capital Management LLC | 8,860 | $177.5 萬 | 1.17% | −764−7.9% | 減碼 |
| Mittelman Wealth Management | 8,877 | $177.8 萬 | 1.20% | +8,877 | 新進 |
| Bullock Wealth Management Group | 8,941 | $177.9 萬 | 1.19% | +8,941 | 新進 |
| Clarus Group, Inc. | 8,881 | $177.9 萬 | 1.25% | −800−8.3% | 減碼 |
| Hummer Financial Advisory Services Inc | 8,883 | $177.9 萬 | 1.47% | +43+0.5% | 加碼 |
| FSB Premier Wealth Management, Inc. | 8,889 | $178.0 萬 | 0.83% | +722+8.8% | 加碼 |
| Asio Capital, LLC | 8,896 | $178.2 萬 | 0.38% | 00.0% | 不變 |
| Bennett Selby Investments LP | 8,906 | $178.4 萬 | 0.83% | −16−0.2% | 減碼 |
| Delphi Management Inc | 8,908 | $178.4 萬 | 1.38% | −355−3.8% | 減碼 |
| Select Asset Management & Trust | 8,927 | $178.8 萬 | 0.74% | −1,563−14.9% | 減碼 |
| Round Hill Asset Management | 8,931 | $178.9 萬 | 1.08% | −51−0.6% | 減碼 |
| Citadel Investment Advisory, Inc. | 8,936 | $179.0 萬 | 1.01% | 00.0% | 不變 |
| Ami Asset Management Corp | 8,960 | $179.5 萬 | 0.09% | −293−3.2% | 減碼 |
| Grant/GrossMendelsohn, LLC | 9,082 | $179.9 萬 | 0.84% | −1,766−16.3% | 減碼 |
| Samalin Investment Counsel, LLC | 8,988 | $180.0 萬 | 0.86% | −551−5.8% | 減碼 |
| Crewe Advisors LLC | 9,002 | $180.3 萬 | 0.21% | +9,002 | 新進 |
| Ridgecrest Wealth Partners, LLC | 9,002 | $180.3 萬 | 1.07% | −355−3.8% | 減碼 |
| Caldwell Sutter Capital, Inc. | 9,014 | $180.6 萬 | 0.87% | −164−1.8% | 減碼 |
| Ausdal Financial Partners, Inc. | 9,027 | $180.8 萬 | 0.21% | −608−6.3% | 減碼 |
| Masso Torrence Wealth Management Inc. | 9,034 | $181.0 萬 | 1.07% | −187−2.0% | 減碼 |
| Wealthquest Corp | 9,036 | $181.0 萬 | 0.19% | −404−4.3% | 減碼 |
| Relative Value Partners Group, LLC | 10,385 | $181.1 萬 | 0.11% | 00.0% | 不變 |
| Meeder Asset Management Inc | 9,058 | $181.4 萬 | 0.11% | +1,894+26.4% | 加碼 |
| Seven Mile Advisory | 9,065 | $181.6 萬 | 1.38% | +71+0.8% | 加碼 |
| Perennial Investment Advisors, LLC | 9,065 | $181.6 萬 | 0.28% | −325−3.5% | 減碼 |
| City State Bank | 9,075 | $181.8 萬 | 0.80% | +10+0.1% | 加碼 |
| Connective Portfolio Management, LLC | 9,080 | $181.9 萬 | 3.20% | −4,000−30.6% | 減碼 |
| Canvas Wealth Advisors, LLC | 10,108 | $182.0 萬 | 0.61% | +470+4.9% | 加碼 |
| Tempus Wealth Planning, LLC | 9,102 | $182.3 萬 | 0.80% | +270+3.1% | 加碼 |
| Terril Brothers, Inc. | 9,115 | $182.6 萬 | 0.63% | −229−2.5% | 減碼 |
| Kapstone Financial Advisors LLC | 9,119 | $182.6 萬 | 1.24% | +313+3.6% | 加碼 |
| Financial Perspectives, Inc | 9,121 | $182.7 萬 | 0.69% | −93−1.0% | 減碼 |
| Savoie Capital LLC | 9,128 | $182.8 萬 | 0.26% | +9,128 | 新進 |
| Ti-Trust, Inc | 9,159 | $183.5 萬 | 1.35% | +518+6.0% | 加碼 |
| US Asset Management LLC | 9,168 | $183.6 萬 | 1.65% | −207−2.2% | 減碼 |
| Gilman Hill Asset Management, LLC | 9,187 | $184.0 萬 | 0.33% | −271−2.9% | 減碼 |
| AA Financial Advisors, LLC | 9,190 | $184.1 萬 | 0.74% | +9,190 | 新進 |
| Hemington Wealth Management | 9,202 | $184.4 萬 | 0.67% | −1,316−12.5% | 減碼 |
| Signal Advisors Wealth, LLC | 9,214 | $184.6 萬 | 0.46% | +7,090+333.8% | 加碼 |
| Wambolt & Associates, LLC | 9,317 | $185.3 萬 | 0.55% | −4,677−33.4% | 減碼 |
| N.E.W. Advisory Services LLC | 9,259 | $185.5 萬 | 0.21% | −499−5.1% | 減碼 |
| Secured Retirement Advisors, LLC | 9,294 | $186.2 萬 | 1.58% | +231+2.5% | 加碼 |
| Fortitude Advisory Group L.L.C. | 9,295 | $186.2 萬 | 1.05% | −1,113−10.7% | 減碼 |
| Cozad Asset Management Inc | 9,298 | $186.2 萬 | 0.19% | 00.0% | 不變 |
| FSM Wealth Advisors, LLC | 9,302 | $186.3 萬 | 0.66% | +174+1.9% | 加碼 |
| Allstate Corp | 9,317 | $186.6 萬 | 0.13% | +39+0.4% | 加碼 |
| West Family Investments, Inc. | 9,326 | $186.8 萬 | 0.58% | +165+1.8% | 加碼 |
| Trail Ridge Investment Advisors, LLC | 9,327 | $186.8 萬 | 1.06% | −2,980−24.2% | 減碼 |
| Eley Financial Management, Inc | 9,376 | $187.8 萬 | 0.81% | −176−1.8% | 減碼 |
| Navalign, LLC | 9,396 | $188.2 萬 | 0.62% | −162−1.7% | 減碼 |
| Kelly Lawrence W & Associates Inc | 9,408 | $188.4 萬 | 0.43% | −2,458−20.7% | 減碼 |
| Schear Investment Advisers, LLC | 9,413 | $188.5 萬 | 1.51% | +2,184+30.2% | 加碼 |
| KC Investment Advisors, LLC | 9,415 | $188.6 萬 | 0.98% | +786+9.1% | 加碼 |
| Capital City Trust Co | 9,416 | $188.6 萬 | 0.53% | +443+4.9% | 加碼 |
| Catalina Capital Group, LLC | 9,416 | $188.6 萬 | 0.81% | +5,692+152.8% | 加碼 |
| Fielder Capital Group LLC | 9,426 | $188.8 萬 | 0.84% | +21+0.2% | 加碼 |
| Sandy Cove Advisors, LLC | 9,433 | $188.9 萬 | 0.87% | +1,590+20.3% | 加碼 |
| Independent Solutions Wealth Management, LLC | 9,434 | $189.0 萬 | 0.45% | +117+1.3% | 加碼 |
| Eqis Capital Management, Inc. | 9,437 | $189.0 萬 | 0.15% | −1,570−14.3% | 減碼 |
| JSF Financial, LLC | 9,440 | $189.1 萬 | 0.59% | −232−2.4% | 減碼 |
| Personal Cfo Solutions, LLC | 9,444 | $189.2 萬 | 0.30% | +401+4.4% | 加碼 |
| Orion Capital Management LLC | 9,464 | $189.6 萬 | 1.01% | −325−3.3% | 減碼 |
| Coastal Bridge Advisors, LLC | 9,497 | $190.2 萬 | 0.44% | +10.0% | 加碼 |
| Sentinus, LLC | 9,497 | $190.2 萬 | 0.67% | +9,497 | 新進 |
| Breakwater Capital Group | 9,498 | $190.2 萬 | 0.48% | +626+7.1% | 加碼 |
| Lakeridge Wealth Management LLC | 9,504 | $190.4 萬 | 1.23% | +325+3.5% | 加碼 |
| Summit Financial Wealth Advisors, LLC | 9,510 | $190.5 萬 | 0.39% | +37+0.4% | 加碼 |
| Gateway Advisory, LLC | 9,534 | $191.0 萬 | 0.33% | −1,989−17.3% | 減碼 |
| Philo Smith Capital Corp | 9,550 | $191.3 萬 | 0.54% | 00.0% | 不變 |
| RW Investment Management LLC | 9,565 | $191.6 萬 | 0.27% | −461−4.6% | 減碼 |
| Texas Capital Bancshares Inc | 9,565 | $191.6 萬 | 0.87% | −1,367−12.5% | 減碼 |
| Park Place Capital Corp | 9,578 | $191.9 萬 | 0.69% | −1,109−10.4% | 減碼 |
| Signet Financial Management, LLC | 9,594 | $192.2 萬 | 0.26% | +98+1.0% | 加碼 |
| De Burlo Group Inc | 9,603 | $192.3 萬 | 0.26% | −1,170−10.9% | 減碼 |
| Morton Capital Management LLC | 9,611 | $192.5 萬 | 0.52% | +106+1.1% | 加碼 |
| G&S Capital LLC | 9,628 | $192.9 萬 | 0.86% | −443−4.4% | 減碼 |
| Saxon Interests, Inc. | 9,644 | $193.2 萬 | 0.92% | −159−1.6% | 減碼 |
| Old Mission Investment Co LLC | 9,646 | $193.2 萬 | 0.64% | −379−3.8% | 減碼 |
| Ullmann Financial Group, Inc. | 9,674 | $193.8 萬 | 0.29% | +309+3.3% | 加碼 |
| Sage Rhino Capital LLC | 9,692 | $194.1 萬 | 0.46% | +27+0.3% | 加碼 |
| Morris Financial Concepts, Inc. | 9,715 | $194.6 萬 | 1.00% | −224−2.3% | 減碼 |
| Cape Ann Savings Bank | 9,735 | $195.0 萬 | 1.22% | −394−3.9% | 減碼 |
| Diversified, LLC | 9,738 | $195.1 萬 | 0.27% | +666+7.3% | 加碼 |
| Navellier & Associates Inc | 9,740 | $195.1 萬 | 0.24% | 00.0% | 不變 |
| Ramsay, Stattman, Vela & Price, Inc. | 9,741 | $195.1 萬 | 0.37% | 00.0% | 不變 |
| Sky Investment Group LLC | 9,742 | $195.1 萬 | 0.38% | −628−6.1% | 減碼 |
| Apexium Financial, LP | 9,744 | $195.2 萬 | 0.15% | −4,657−32.3% | 減碼 |
| Strait & Sound Wealth Management LLC | 9,994 | $195.3 萬 | 1.09% | −20.0% | 減碼 |
| Ironwood Investment Management LLC | 9,754 | $195.4 萬 | 0.95% | +2,416+32.9% | 加碼 |
| Mosaic Financial Group, LLC | 9,766 | $195.6 萬 | 1.57% | +9,766 | 新進 |