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 |
|---|---|---|---|---|---|
| Total Clarity Wealth Management, Inc. | 11,041 | $221.2 萬 | 0.77% | +1,773+19.1% | 加碼 |
| Emprise Bank | 11,048 | $221.3 萬 | 1.49% | +11,048 | 新進 |
| Keudell/Morrison Wealth Management | 11,070 | $221.7 萬 | 0.67% | −129−1.2% | 減碼 |
| Canopy Partners, LLC | 11,074 | $221.8 萬 | 1.08% | −9,496−46.2% | 減碼 |
| Park Edge Advisors, LLC | 11,075 | $221.8 萬 | 0.62% | −74−0.7% | 減碼 |
| Blue Square Asset Management, LLC | 11,096 | $222.3 萬 | 1.47% | −567−4.9% | 減碼 |
| Zhang Financial LLC | 11,097 | $222.3 萬 | 0.16% | +362+3.4% | 加碼 |
| Harmony Asset Management LLC | 11,107 | $222.5 萬 | 0.92% | −1,138−9.3% | 減碼 |
| Cacti Asset Management LLC | 11,110 | $223.0 萬 | 0.18% | 00.0% | 不變 |
| Northern Financial Advisors Inc | 11,138 | $223.1 萬 | 1.74% | +16+0.1% | 加碼 |
| Chesapeake Wealth Management | 11,140 | $223.1 萬 | 0.81% | −289−2.5% | 減碼 |
| Pinnacle Wealth Management Group, Inc. | 11,144 | $223.2 萬 | 1.66% | −132−1.2% | 減碼 |
| Arcataur Capital Management LLC | 11,151 | $223.4 萬 | 0.80% | +5,749+106.4% | 加碼 |
| Birinyi Associates Inc | 11,157 | $223.5 萬 | 0.73% | −98−0.9% | 減碼 |
| Wolff Wiese Magana LLC | 11,166 | $223.7 萬 | 1.93% | −1,077−8.8% | 減碼 |
| Harel Insurance Investments & Financial Services Ltd. | 11,174 | $223.8 萬 | 0.04% | +1,801+19.2% | 加碼 |
| Auxano Advisors, LLC | 11,194 | $224.2 萬 | 0.65% | −322−2.8% | 減碼 |
| Empirical Asset Management, LLC | 17,614 | $224.2 萬 | 1.08% | +16,190+1,136.9% | 加碼 |
| Wealth Management Partners, LLC | 11,198 | $224.3 萬 | 1.14% | −282−2.5% | 減碼 |
| Summit Financial Strategies, Inc. | 11,220 | $224.7 萬 | 0.31% | −50−0.4% | 減碼 |
| Kidder Stephen W | 11,222 | $224.8 萬 | 0.72% | −70−0.6% | 減碼 |
| My Legacy Advisors, LLC | 11,226 | $224.8 萬 | 0.75% | +249+2.3% | 加碼 |
| A. D. Beadell Investment Counsel, Inc. | 11,239 | $225.1 萬 | 1.97% | −365−3.1% | 減碼 |
| 626 Financial, LLC | 11,240 | $225.1 萬 | 1.36% | −264−2.3% | 減碼 |
| PYA Waltman Capital, LLC | 11,251 | $225.4 萬 | 0.84% | +178+1.6% | 加碼 |
| Money Concepts Capital Corp | 11,271 | $225.8 萬 | 0.21% | +169+1.5% | 加碼 |
| St. Johns Investment Management Company, LLC | 11,300 | $226.3 萬 | 1.09% | +165+1.5% | 加碼 |
| BlackDiamond Wealth Management Inc. | 11,310 | $226.5 萬 | 1.61% | −38−0.3% | 減碼 |
| Castle Rock Wealth Management, LLC | 11,808 | $226.6 萬 | 0.62% | +67+0.6% | 加碼 |
| Carson Advisory Inc. | 11,338 | $227.1 萬 | 1.60% | +52+0.5% | 加碼 |
| Revolve Wealth Partners, LLC | 11,354 | $227.4 萬 | 0.39% | +208+1.9% | 加碼 |
| American Investment Services, Inc. | 11,365 | $227.6 萬 | 0.40% | +603+5.6% | 加碼 |
| Meadow Creek Wealth Advisors LLC | 11,384 | $228.0 萬 | 1.59% | +1,109+10.8% | 加碼 |
| Ambassador Advisors, LLC | 11,393 | $228.2 萬 | 0.41% | +3,637+46.9% | 加碼 |
| New Millennium Group LLC | 11,401 | $228.3 萬 | 1.72% | +2,309+25.4% | 加碼 |
| Windsor Capital Management, LLC | 11,405 | $228.4 萬 | 0.71% | −139−1.2% | 減碼 |
| Tradition Wealth Management, LLC | 11,407 | $228.5 萬 | 0.23% | +755+7.1% | 加碼 |
| Trillium Asset Management, LLC | 11,425 | $228.8 萬 | 0.06% | −159−1.4% | 減碼 |
| Bigelow Investment Advisors, LLC | 11,436 | $229.1 萬 | 1.13% | +1,312+13.0% | 加碼 |
| Camarda Financial Advisors, LLC | 11,454 | $229.4 萬 | 0.93% | −261−2.2% | 減碼 |
| WealthBridge Capital Management, LLC | 11,463 | $229.6 萬 | 0.77% | +58+0.5% | 加碼 |
| Optas, LLC | 11,476 | $229.9 萬 | 0.63% | +84+0.7% | 加碼 |
| Evergreen Wealth Management, LLC | 11,488 | $230.1 萬 | 1.56% | 00.0% | 不變 |
| Gilbert & Cook, Inc. | 11,491 | $230.2 萬 | 0.31% | +131+1.2% | 加碼 |
| Peoples Bank | 11,504 | $230.4 萬 | 1.28% | −36−0.3% | 減碼 |
| Schrum Private Wealth Management LLC | 11,528 | $230.9 萬 | 2.10% | +6,527+130.5% | 加碼 |
| Fort Point Capital Partners LLC | 11,536 | $231.1 萬 | 0.31% | −178−1.5% | 減碼 |
| Paces Ferry Wealth Advisors, LLC | 11,539 | $231.1 萬 | 1.48% | −129−1.1% | 減碼 |
| Biltmore Family Office, LLC | 11,542 | $231.2 萬 | 0.46% | +492+4.5% | 加碼 |
| Klingman & Associates, LLC | 11,553 | $231.4 萬 | 0.16% | +184+1.6% | 加碼 |
| Prosperitas Financial LLC | 11,574 | $231.8 萬 | 1.49% | +1,273+12.4% | 加碼 |
| Acorn Wealth Advisors, LLC | 11,579 | $231.9 萬 | 1.21% | −229−1.9% | 減碼 |
| Financial Insights, Inc. | 11,586 | $232.1 萬 | 0.65% | +180+1.6% | 加碼 |
| ASB Consultores, LLC | 11,588 | $232.1 萬 | 0.60% | +7,512+184.3% | 加碼 |
| Transamerica Financial Advisors, Inc. | 11,615 | $232.7 萬 | 0.24% | −9,357−44.6% | 減碼 |
| Weatherly Asset Management L. P. | 11,618 | $232.7 萬 | 0.23% | −100−0.9% | 減碼 |
| Waddell & Associates, LLC | 11,649 | $233.3 萬 | 0.32% | +202+1.8% | 加碼 |
| TBH Global Asset Management, LLC | 11,656 | $233.5 萬 | 0.47% | +1,026+9.7% | 加碼 |
| Stoneridge Investment Partners LLC | 11,667 | $233.7 萬 | 0.89% | −1,918−14.1% | 減碼 |
| Eudaimonia Advisors LLC | 11,671 | $233.8 萬 | 1.24% | +1,733+17.4% | 加碼 |
| Eagle Strategies LLC | 11,714 | $234.6 萬 | 0.52% | +6,204+112.6% | 加碼 |
| MBA Advisors LLC | 11,742 | $235.2 萬 | 1.22% | −85−0.7% | 減碼 |
| Notis-McConarty Edward | 11,767 | $235.7 萬 | 0.93% | −1,050−8.2% | 減碼 |
| Financial Advisors, LLC | 11,831 | $237.0 萬 | 0.49% | −315−2.6% | 減碼 |
| MRP Capital Investments, LLC | 11,838 | $237.1 萬 | 2.38% | +77+0.7% | 加碼 |
| Angeles Wealth Management, LLC | 11,855 | $237.5 萬 | 0.24% | +1,306+12.4% | 加碼 |
| Aldebaran Capital, LLC | 11,907 | $238.5 萬 | 2.27% | 00.0% | 不變 |
| Sonata Capital Group Inc | 11,946 | $239.3 萬 | 1.09% | +450+3.9% | 加碼 |
| Marietta Investment Partners LLC | 11,963 | $239.6 萬 | 0.52% | −20−0.2% | 減碼 |
| DAGCO, Inc. | 11,972 | $239.8 萬 | 1.09% | +10,000+507.1% | 加碼 |
| Ulysses Management LLC | 12,000 | $240.4 萬 | 0.52% | 00.0% | 不變 |
| Journey Strategic Wealth LLC | 12,001 | $240.4 萬 | 0.11% | +2,596+27.6% | 加碼 |
| Zions Bancorporation, N.A. | 12,004 | $240.4 萬 | 0.18% | +3,888+47.9% | 加碼 |
| First Financial Corp | 12,012 | $240.6 萬 | 1.22% | −276−2.2% | 減碼 |
| Insight Wealth Strategies, LLC | 12,032 | $241.0 萬 | 0.35% | −2,008−14.3% | 減碼 |
| One Charles Private Wealth Services, LLC | 12,052 | $241.4 萬 | 1.05% | +260+2.2% | 加碼 |
| Blodgett Wealth Advisors, LLC | 12,055 | $241.5 萬 | 2.19% | +374+3.2% | 加碼 |
| Lindenwold Advisors | 12,108 | $242.5 萬 | 1.30% | −200−1.6% | 減碼 |
| Redhawk Wealth Advisors, Inc. | 12,118 | $242.7 萬 | 0.40% | −232−1.9% | 減碼 |
| Schonfeld Strategic Advisors LLC | 12,135 | $243.1 萬 | 0.02% | −30,136−71.3% | 減碼 |
| Integral Investment Advisors, Inc. | 12,192 | $243.3 萬 | 1.01% | +7,128+140.8% | 加碼 |
| Birchbrook, Inc. | 12,147 | $243.3 萬 | 1.45% | −1,195−9.0% | 減碼 |
| Kesler, Norman & Wride, LLC | 12,165 | $243.7 萬 | 0.52% | +9,463+350.2% | 加碼 |
| MCF Advisors LLC | 12,199 | $244.3 萬 | 0.19% | −9,417−43.6% | 減碼 |
| Aristotle Capital Management, LLC | 12,211 | $244.6 萬 | 0.00% | −923−7.0% | 減碼 |
| Front Row Advisors LLC | 12,246 | $245.3 萬 | 0.91% | +3,789+44.8% | 加碼 |
| Washington Capital Management Inc | 12,270 | $245.8 萬 | 1.99% | −575−4.5% | 減碼 |
| FDx Advisors, Inc. | 12,312 | $246.6 萬 | 0.37% | −3,567−22.5% | 減碼 |
| South Street Advisors LLC | 12,317 | $246.7 萬 | 0.39% | 00.0% | 不變 |
| Commonwealth Financial Services, LLC | 14,510 | $246.8 萬 | 0.58% | 00.0% | 不變 |
| Sierra Summit Advisors LLC | 12,352 | $247.4 萬 | 0.67% | +288+2.4% | 加碼 |
| KPP Advisory Services LLC | 12,372 | $247.8 萬 | 0.68% | +283+2.3% | 加碼 |
| FinTrust Capital Advisors, LLC | 12,386 | $248.1 萬 | 0.48% | −93−0.7% | 減碼 |
| HF Advisory Group, LLC | 12,391 | $248.2 萬 | 1.39% | +937+8.2% | 加碼 |
| Quent Capital, LLC | 12,447 | $249.3 萬 | 0.29% | +1,739+16.2% | 加碼 |
| Donald L. Hagan, LLC | 12,448 | $249.3 萬 | 1.32% | −169−1.3% | 減碼 |
| Eagle Bluffs Wealth Management LLC | 12,461 | $249.6 萬 | 1.55% | +41+0.3% | 加碼 |
| Monument Capital Management | 12,464 | $249.7 萬 | 0.72% | +2,136+20.7% | 加碼 |
| Falcon Wealth Planning | 12,470 | $249.8 萬 | 0.40% | −443−3.4% | 減碼 |
| Balentine LLC | 12,473 | $249.8 萬 | 0.07% | +662+5.6% | 加碼 |