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 |
|---|---|---|---|---|---|
| Greater Midwest Financial Group, LLC | 9,772 | $195.7 萬 | 1.23% | +421+4.5% | 加碼 |
| Drive Wealth Management, LLC | 9,865 | $197.6 萬 | 0.55% | −859−8.0% | 減碼 |
| Crescent Grove Advisors, LLC | 9,872 | $197.7 萬 | 0.21% | −132−1.3% | 減碼 |
| AJ Advisors, LLC | 9,879 | $197.9 萬 | 1.09% | −22−0.2% | 減碼 |
| WR Wealth Planners, LLC | 9,884 | $198.0 萬 | 0.62% | +216+2.2% | 加碼 |
| Cypress Wealth Services, LLC | 9,894 | $198.2 萬 | 0.46% | +167+1.7% | 加碼 |
| Ignite Planners, LLC | 9,963 | $198.2 萬 | 0.56% | −5,423−35.2% | 減碼 |
| Iams Wealth Management, LLC | 10,790 | $198.9 萬 | 1.22% | −899−7.7% | 減碼 |
| Pinnacle Wealth Management, LLC | 9,934 | $199.0 萬 | 2.07% | +9,934 | 新進 |
| Global Trust Asset Management, LLC | 9,948 | $199.3 萬 | 0.82% | −812−7.5% | 減碼 |
| LRI Investments, LLC | 9,990 | $200.1 萬 | 0.51% | +9,990 | 新進 |
| Virtue Capital Management, LLC | 10,887 | $200.2 萬 | 0.36% | +177+1.7% | 加碼 |
| Kowal Investment Group, LLC | 9,996 | $200.2 萬 | 0.43% | +411+4.3% | 加碼 |
| Paulson Wealth Management Inc. | 10,000 | $200.3 萬 | 0.59% | −95−0.9% | 減碼 |
| Infrastructure Capital Advisors, LLC | 10,000 | $200.3 萬 | 0.26% | +10,000 | 新進 |
| MWA Asset Management | 10,008 | $200.5 萬 | 1.45% | +451+4.7% | 加碼 |
| Stanley-Laman Group, Ltd. | 10,017 | $200.6 萬 | 0.28% | +20.0% | 加碼 |
| LifeSteps Financial, Inc. | 10,021 | $200.7 萬 | 1.51% | −219−2.1% | 減碼 |
| Barrett & Company, Inc. | 10,024 | $200.8 萬 | 0.95% | +3,623+56.6% | 加碼 |
| Advisory Alpha, LLC | 10,040 | $201.1 萬 | 0.08% | +367+3.8% | 加碼 |
| CFO4Life Group, LLC | 10,041 | $201.1 萬 | 0.36% | +922+10.1% | 加碼 |
| Aldebaran Financial Inc. | 10,075 | $201.8 萬 | 3.01% | −160−1.6% | 減碼 |
| Matrix Trust Co | 10,078 | $201.9 萬 | 0.46% | +129+1.3% | 加碼 |
| Keel Point, LLC | 10,110 | $202.5 萬 | 0.21% | +327+3.3% | 加碼 |
| Yarger Wealth Strategies, LLC | 10,113 | $202.6 萬 | 1.38% | −1,336−11.7% | 減碼 |
| Focused Wealth Management, Inc | 10,134 | $203.0 萬 | 0.32% | +34+0.3% | 加碼 |
| Quotient Wealth Partners, LLC | 10,141 | $203.1 萬 | 0.07% | +2,170+27.2% | 加碼 |
| Palumbo Wealth Management LLC | 10,162 | $203.5 萬 | 0.91% | −81−0.8% | 減碼 |
| Quest Partners LLC | 10,163 | $203.6 萬 | 0.35% | +3,567+54.1% | 加碼 |
| Matrix Private Capital Group LLC | 10,179 | $203.9 萬 | 1.38% | −124−1.2% | 減碼 |
| Highview Capital Management LLC | 10,188 | $204.1 萬 | 0.92% | −1,250−10.9% | 減碼 |
| CRA Financial Services, LLC | 10,203 | $204.4 萬 | 0.44% | +82+0.8% | 加碼 |
| Boothbay Fund Management, LLC | 10,222 | $204.7 萬 | 0.06% | +8,074+375.9% | 加碼 |
| Inspire Trust Co, N.A. | 10,253 | $205.4 萬 | 1.15% | +3,668+55.7% | 加碼 |
| Walkner Condon Financial Advisors LLC | 10,254 | $205.4 萬 | 0.44% | +214+2.1% | 加碼 |
| Leo Wealth, LLC | 10,315 | $206.0 萬 | 0.21% | −453−4.2% | 減碼 |
| Autumn Glory Partners, LLC | 10,287 | $206.0 萬 | 1.01% | 00.0% | 不變 |
| West Paces Advisors Inc. | 10,298 | $206.3 萬 | 0.54% | +1,549+17.7% | 加碼 |
| Towercrest Capital Management | 10,304 | $206.4 萬 | 0.35% | 00.0% | 不變 |
| Corundum Group, Inc. | 10,309 | $206.5 萬 | 1.00% | −644−5.9% | 減碼 |
| Armstrong, Fleming & Moore, Inc | 10,315 | $206.6 萬 | 1.43% | +120+1.2% | 加碼 |
| Hunter Associates Investment Management LLC | 10,338 | $207.1 萬 | 0.35% | −193−1.8% | 減碼 |
| Aire Advisors, LLC | 10,370 | $207.8 萬 | 0.47% | −92−0.9% | 減碼 |
| Hilltop National Bank | 10,390 | $208.1 萬 | 0.71% | +10,390 | 新進 |
| CoreFirst Bank & Trust | 10,391 | $208.1 萬 | 1.30% | −289−2.7% | 減碼 |
| MBL Wealth, LLC | 10,398 | $208.3 萬 | 0.24% | −1,035−9.1% | 減碼 |
| Epacria Capital Partners, LLC | 10,400 | $208.3 萬 | 1.51% | 00.0% | 不變 |
| JNBA Financial Advisors | 10,403 | $208.4 萬 | 0.22% | −359−3.3% | 減碼 |
| Hollow Brook Wealth Management LLC | 10,420 | $208.7 萬 | 0.77% | 00.0% | 不變 |
| Applied Capital LLC | 10,445 | $209.2 萬 | 1.70% | +225+2.2% | 加碼 |
| Vantage Financial Partners Ltd., Inc. | 10,482 | $210.0 萬 | 0.55% | −242−2.3% | 減碼 |
| Capital Advisors, Ltd. LLC | 10,484 | $210.0 萬 | 0.27% | +159+1.5% | 加碼 |
| Fortress Wealth Group, LLC | 10,656 | $210.5 萬 | 1.13% | +627+6.3% | 加碼 |
| Raleigh Capital Management Inc. | 10,510 | $210.5 萬 | 0.91% | +767+7.9% | 加碼 |
| Altshuler Shaham Ltd | 10,513 | $210.6 萬 | 0.08% | −2,287−17.9% | 減碼 |
| Financial Management Professionals, Inc. | 10,545 | $211.2 萬 | 0.31% | −176−1.6% | 減碼 |
| CVA Family Office, LLC | 10,553 | $211.4 萬 | 0.38% | +21+0.2% | 加碼 |
| Purus Wealth Management, LLC | 10,555 | $211.4 萬 | 1.04% | +1,836+21.1% | 加碼 |
| Woodward Diversified Capital, LLC | 10,556 | $211.5 萬 | 1.32% | +86+0.8% | 加碼 |
| Okabena Investment Services Inc | 10,566 | $211.6 萬 | 0.70% | −345−3.2% | 減碼 |
| IMS Capital Management | 10,573 | $211.8 萬 | 0.98% | −10−0.1% | 減碼 |
| Weaver C. Barksdale & Associates, Inc. | 10,577 | $211.8 萬 | 1.94% | −2,873−21.4% | 減碼 |
| Trust Investment Advisors | 10,578 | $211.9 萬 | 1.53% | −40−0.4% | 減碼 |
| First Citizens Financial Corp | 10,584 | $212.0 萬 | 1.26% | +28+0.3% | 加碼 |
| Stableford Capital II LLC | 10,587 | $212.1 萬 | 0.85% | −1,277−10.8% | 減碼 |
| Wealth Architects, LLC | 10,601 | $212.3 萬 | 0.28% | −531−4.8% | 減碼 |
| Advisory Research Inc | 10,609 | $212.5 萬 | 0.42% | −27−0.3% | 減碼 |
| Vista Investment Partners LLC | 10,616 | $212.6 萬 | 0.73% | +111+1.1% | 加碼 |
| MGB Wealth Management, LLC | 10,646 | $213.1 萬 | 0.87% | +547+5.4% | 加碼 |
| Mendel Money Management | 10,646 | $213.2 萬 | 0.99% | −175−1.6% | 減碼 |
| Prentice Wealth Management LLC | 10,649 | $213.3 萬 | 0.74% | +377+3.7% | 加碼 |
| Godshalk Welsh Capital Management, Inc. | 10,650 | $213.3 萬 | 1.44% | +75+0.7% | 加碼 |
| Capital Management Associates | 10,671 | $213.7 萬 | 2.55% | +5,769+117.7% | 加碼 |
| HMS Capital Management, LLC | 10,677 | $213.9 萬 | 1.18% | −554−4.9% | 減碼 |
| CIC Wealth, LLC | 10,677 | $213.9 萬 | 0.62% | −217−2.0% | 減碼 |
| Elmwood Wealth Management, Inc. | 10,678 | $213.9 萬 | 0.92% | +2,426+29.4% | 加碼 |
| Lakeshore Financial Planning, Inc. | 10,788 | $216.1 萬 | 1.09% | +6+0.1% | 加碼 |
| Hazlett, Burt & Watson, Inc. | 10,803 | $216.2 萬 | 1.30% | −191−1.7% | 減碼 |
| JPL Wealth Management, LLC | 10,805 | $216.4 萬 | 1.19% | +2,031+23.1% | 加碼 |
| First National Bank of Hutchinson | 10,805 | $216.4 萬 | 1.45% | +813+8.1% | 加碼 |
| Portfolio Design Labs, LLC | 10,809 | $216.5 萬 | 0.73% | −855−7.3% | 減碼 |
| Farrow Financial Inc. | 10,827 | $216.9 萬 | 1.52% | −2,173−16.7% | 減碼 |
| London & Capital Asset Management Ltd | 10,882 | $218.0 萬 | 0.17% | +623+6.1% | 加碼 |
| Oder Investment Management, LLC | 10,884 | $218.0 萬 | 2.03% | −1,047−8.8% | 減碼 |
| Arbor Capital Management Inc | 11,343 | $218.0 萬 | 2.07% | −2,483−18.0% | 減碼 |
| Westmount Partners, LLC | 10,912 | $218.6 萬 | 0.79% | −138−1.2% | 減碼 |
| CKW Financial Group | 10,987 | $218.6 萬 | 0.28% | −139−1.2% | 減碼 |
| Vicus Capital | 10,931 | $219.0 萬 | 0.20% | +1,437+15.1% | 加碼 |
| Letson Investment Management, Inc. | 10,954 | $219.4 萬 | 0.93% | +190+1.8% | 加碼 |
| Leonteq Securities AG | 10,975 | $219.8 萬 | 0.30% | +10,352+1,661.6% | 加碼 |
| BHK Investment Advisors, LLC | 10,975 | $219.8 萬 | 0.84% | +3,954+56.3% | 加碼 |
| Norris Perne & French LLP | 10,979 | $219.9 萬 | 0.16% | −40−0.4% | 減碼 |
| Hemenway Trust Co LLC | 10,984 | $220.0 萬 | 0.19% | +815+8.0% | 加碼 |
| Ardent Capital Management, Inc. | 10,997 | $220.3 萬 | 1.11% | −29,984−73.2% | 減碼 |
| Roman Butler Fullerton & Co | 11,630 | $220.3 萬 | 0.83% | −23−0.2% | 減碼 |
| Princeton Capital Management LLC | 11,025 | $220.8 萬 | 0.80% | −339−3.0% | 減碼 |
| Aft, Forsyth & Company, Inc. | 11,025 | $220.8 萬 | 1.26% | −795−6.7% | 減碼 |
| BSW Wealth Partners | 11,033 | $221.0 萬 | 0.37% | −152−1.4% | 減碼 |
| Mainstay Capital Management LLC | 11,033 | $221.0 萬 | 0.42% | 00.0% | 不變 |
| Diligent Investors, LLC | 11,041 | $221.1 萬 | 0.55% | −163−1.5% | 減碼 |