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 5,157 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 1,623 家加碼
- 清倉機構
- 83
- 另有 1,862 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 | 5,157 | $6,437 億 |
| 2026 年第 1 季 | 5,102 | $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 | 4,679 | $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 | 3,711 | $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 | 3,629 | $2,783 億 |
| 2022 年第 3 季 | 3,396 | $2,129 億 |
| 2022 年第 2 季 | 3,428 | $2,293 億 |
| 2022 年第 1 季 | 3,519 | $2,789 億 |
| 2021 年第 4 季 | 3,594 | $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 |
|---|---|---|---|---|---|
| Cypress Point Wealth Management, LLC | 1,136 | $22.8 萬 | 0.12% | +1,136 | 新進 |
| AAFCPAs Wealth Management, LLC | 1,138 | $22.8 萬 | 0.13% | −172−13.1% | 減碼 |
| Philip James Wealth Mangement, LLC | 1,140 | $22.8 萬 | 0.16% | +1,140 | 新進 |
| Prospect Hill Management, LLC | 1,150 | $23.0 萬 | 0.15% | +1,150 | 新進 |
| ESL Trust Services, LLC | 1,150 | $23.0 萬 | 0.06% | +1,150 | 新進 |
| Geometric Wealth Advisors | 1,153 | $23.1 萬 | 0.05% | +1,153 | 新進 |
| Leeward Financial Partners, LLC | 1,156 | $23.2 萬 | 0.10% | +1,156 | 新進 |
| Advisory Resource Group | 1,157 | $23.2 萬 | 0.05% | +1,157 | 新進 |
| MTM Financial Group, LLC | 1,157 | $23.2 萬 | 0.15% | +1,157 | 新進 |
| AIFG Consultants Ltd. | 1,160 | $23.2 萬 | 0.17% | +1,160 | 新進 |
| Family Wealth Group, LLC | 1,162 | $23.3 萬 | 0.25% | +1,162 | 新進 |
| Auxier Asset Management | 1,163 | $23.3 萬 | 0.04% | +1,163 | 新進 |
| CCG Wealth Management, LLC | 1,167 | $23.4 萬 | 0.14% | +1,167 | 新進 |
| CBIZ Investment Advisory Services, LLC | 1,169 | $23.4 萬 | 0.02% | +1,169 | 新進 |
| Quest Investment Management LLC | 1,170 | $23.4 萬 | 0.03% | +1,170 | 新進 |
| Raffa Wealth Management, LLC | 1,170 | $23.4 萬 | 0.07% | −6−0.5% | 減碼 |
| WorthPointe, LLC | 1,171 | $23.5 萬 | 0.12% | −868−42.6% | 減碼 |
| Ogorek Anthony Joseph | 1,175 | $23.5 萬 | 0.08% | 00.0% | 不變 |
| Rooted Wealth Advisors, Inc. | 1,180 | $23.5 萬 | 0.12% | +1,180 | 新進 |
| Outlook Wealth Advisors, LLC | 1,178 | $23.6 萬 | 0.07% | +1,178 | 新進 |
| Intrepid Capital Management Inc | 1,178 | $23.6 萬 | 0.15% | 00.0% | 不變 |
| Sentinel Pension Advisors Inc | 1,184 | $23.7 萬 | 0.05% | +1+0.1% | 加碼 |
| Muirfield Wealth Advisors LLC | 1,188 | $23.8 萬 | 0.23% | +1,188 | 新進 |
| BCM Advisors, LLC | 1,235 | $23.8 萬 | 0.06% | +1,235 | 新進 |
| SMART Wealth LLC | 1,191 | $23.9 萬 | 0.11% | 00.0% | 不變 |
| Significant Wealth Partners LLC | 1,196 | $24.0 萬 | 0.16% | −228−16.0% | 減碼 |
| Valued Retirements, Inc. | 1,196 | $24.0 萬 | 0.38% | 00.0% | 不變 |
| UMA Financial Services, Inc. | 1,326 | $24.0 萬 | 0.05% | +1,326 | 新進 |
| Envoi LLC | 1,201 | $24.1 萬 | 0.57% | +1,201 | 新進 |
| Redwood Financial Network Corp | 1,203 | $24.1 萬 | 0.21% | −85−6.6% | 減碼 |
| Prairiewood Capital, LLC | 1,207 | $24.2 萬 | 0.11% | +20+1.7% | 加碼 |
| Kingdom Financial Group LLC. | 1,209 | $24.2 萬 | 0.17% | −2,482−67.2% | 減碼 |
| Paradigm, Strategies in Wealth Management, LLC | 1,211 | $24.3 萬 | 0.15% | +2+0.2% | 加碼 |
| ORG Partners LLC | 1,218 | $24.3 萬 | 0.46% | −13,800−91.9% | 減碼 |
| Crane Advisory, LLC | 1,240 | $24.3 萬 | 0.05% | 00.0% | 不變 |
| First Wilshire Securities Management Inc | 1,215 | $24.3 萬 | 0.07% | −159−11.6% | 減碼 |
| WFA Asset Management Corp | 1,216 | $24.4 萬 | 0.13% | +412+51.2% | 加碼 |
| Kuhn & Co Investment Counsel | 1,222 | $24.5 萬 | 0.23% | 00.0% | 不變 |
| Plotkin Financial Advisors, LLC | 1,228 | $24.6 萬 | 0.16% | −36−2.8% | 減碼 |
| FMB Wealth Management | 1,228 | $24.6 萬 | 0.20% | 00.0% | 不變 |
| Clear Point Advisors Inc. | 1,230 | $24.6 萬 | 0.20% | −14−1.1% | 減碼 |
| Flaharty Asset Management, LLC | 1,232 | $24.7 萬 | 0.04% | +34+2.8% | 加碼 |
| Versant Capital Management, Inc | 1,233 | $24.7 萬 | 0.07% | −739−37.5% | 減碼 |
| Epic Trust Investment Advisors, LLC | 1,234 | $24.7 萬 | 0.30% | +1,234 | 新進 |
| Hubbell Strickland Wealth Management, LLC | 1,237 | $24.8 萬 | 0.13% | −9−0.7% | 減碼 |
| G2 Capital Management, LLC | 1,246 | $25.0 萬 | 0.08% | 00.0% | 不變 |
| WPWealth LLP | 1,251 | $25.1 萬 | 0.06% | +1,251 | 新進 |
| 4J Wealth Management LLC | 1,252 | $25.1 萬 | 0.22% | 00.0% | 不變 |
| Coston, McIsaac & Partners | 1,258 | $25.2 萬 | 0.08% | −52−4.0% | 減碼 |
| Horizon Investment Services, LLC | 1,260 | $25.3 萬 | 0.12% | −11−0.9% | 減碼 |
| Prentiss Smith & Co Inc | 1,269 | $25.4 萬 | 0.18% | 00.0% | 不變 |
| West Wealth Group, LLC | 1,276 | $25.6 萬 | 0.09% | +4+0.3% | 加碼 |
| Avion Wealth | 1,276 | $25.6 萬 | 0.07% | +90+7.6% | 加碼 |
| Scott Capital Advisors, LLC | 1,302 | $25.7 萬 | 0.08% | +23+1.8% | 加碼 |
| Dodds Wealth, LLC | 1,283 | $25.7 萬 | 0.10% | +77+6.4% | 加碼 |
| Tilson Financial Group, Inc. | 1,284 | $25.7 萬 | 0.14% | −27−2.1% | 減碼 |
| BlueCrest Capital Management Ltd | 1,285 | $25.7 萬 | 0.06% | −13,063−91.0% | 減碼 |
| FinDec Wealth Services, Inc. | 1,287 | $25.8 萬 | 0.16% | +32+2.5% | 加碼 |
| Analyst IMS Investment Management Services Ltd. | 1,289 | $25.8 萬 | 0.01% | +1,289 | 新進 |
| Eaton-Cambridge Inc. | 1,289 | $25.8 萬 | 0.14% | −27−2.1% | 減碼 |
| AJOVista, LLC | 1,291 | $25.9 萬 | 0.70% | 00.0% | 不變 |
| Truepoint, Inc. | 1,292 | $25.9 萬 | 0.01% | −3,191−71.2% | 減碼 |
| Aspect Partners, LLC | 1,292 | $25.9 萬 | 0.20% | −41−3.1% | 減碼 |
| Dentgroup LLC | 1,299 | $26.0 萬 | 0.22% | +7+0.5% | 加碼 |
| Park Circle Co | 1,300 | $26.0 萬 | 0.24% | −5,500−80.9% | 減碼 |
| Clearwater Capital Advisors, LLC | 1,300 | $26.0 萬 | 0.03% | −82−5.9% | 減碼 |
| Madrona Financial Services, LLC | 1,301 | $26.1 萬 | 0.09% | +1,301 | 新進 |
| Essential Planning, LLC. | 1,534 | $26.1 萬 | 0.13% | 00.0% | 不變 |
| Golden Road Advisors LLC | 1,304 | $26.1 萬 | 0.22% | −55−4.0% | 減碼 |
| Northwest Capital Management Inc | 1,304 | $26.1 萬 | 0.08% | 00.0% | 不變 |
| Manatuck Hill Partners, LLC | 1,305 | $26.1 萬 | 0.11% | +1,305 | 新進 |
| Valtinson Bruner Financial Planning LLC | 1,308 | $26.2 萬 | 0.11% | +1+0.1% | 加碼 |
| Arrowroot Family Office, LLC | 1,309 | $26.2 萬 | 0.17% | −31−2.3% | 減碼 |
| Coyle Financial Counsel LLC | 1,309 | $26.2 萬 | 0.09% | +73+5.9% | 加碼 |
| Joseph P. Lucia & Associates, LLC | 1,310 | $26.2 萬 | 0.14% | +38+3.0% | 加碼 |
| Sterling Manor Financial, LLC | 1,316 | $26.4 萬 | 0.20% | +1,316 | 新進 |
| Gladius Capital Management LP | 1,324 | $26.5 萬 | 0.26% | +1,324 | 新進 |
| Fortress Wealth Management, Inc. | 1,330 | $26.6 萬 | 0.14% | 00.0% | 不變 |
| Cadent Capital Advisors, LLC | 1,334 | $26.7 萬 | 0.11% | +3+0.2% | 加碼 |
| Sonoma Private Wealth LLC | 1,336 | $26.8 萬 | 0.43% | −264−16.5% | 減碼 |
| Corbyn Investment Management Inc | 1,336 | $26.8 萬 | 0.12% | −13−1.0% | 減碼 |
| Lifestyle Asset Management, Inc. | 1,337 | $26.8 萬 | 0.16% | −265−16.5% | 減碼 |
| Edmp, Inc. | 1,337 | $26.8 萬 | 0.22% | +36+2.8% | 加碼 |
| Cascade Wealth Advisors, Inc | 1,468 | $26.8 萬 | 0.23% | +1,468 | 新進 |
| Creekmur Asset Management LLC | 1,349 | $27.0 萬 | 0.09% | +161+13.6% | 加碼 |
| Hill Island Financial LLC | 1,354 | $27.1 萬 | 0.09% | −372−21.6% | 減碼 |
| KWMG, LLC | 1,354 | $27.1 萬 | 0.03% | −59−4.2% | 減碼 |
| Kennedy Capital Management, Inc. | 1,354 | $27.1 萬 | 0.01% | +4+0.3% | 加碼 |
| Hanover Advisors Inc | 1,355 | $27.1 萬 | 0.11% | +163+13.7% | 加碼 |
| Western Pacific Wealth Management, LP | 1,357 | $27.2 萬 | 0.20% | +1+0.1% | 加碼 |
| Adamsbrown Wealth Consultants LLC | 1,357 | $27.2 萬 | 0.11% | +52+4.0% | 加碼 |
| Baker Boyer National Bank | 1,360 | $27.2 萬 | 0.09% | +150+12.4% | 加碼 |
| Riverwater Partners LLC | 1,362 | $27.3 萬 | 0.20% | +1,362 | 新進 |
| Ascension Capital Advisors, Inc. | 1,363 | $27.3 萬 | 0.15% | 00.0% | 不變 |
| Keystone Financial Planning, Inc. | 1,365 | $27.3 萬 | 0.09% | −1−0.1% | 減碼 |
| Flower City Capital | 1,365 | $27.3 萬 | 0.18% | −93−6.4% | 減碼 |
| Asset Allocation Strategies LLC | 1,366 | $27.4 萬 | 0.10% | +53+4.0% | 加碼 |
| Safeguard Financial, LLC | 1,373 | $27.5 萬 | 0.09% | −772−36.0% | 減碼 |
| Values Added Financial LLC | 1,373 | $27.5 萬 | 0.21% | 00.0% | 不變 |
| Avondale Wealth Management | 1,375 | $27.5 萬 | 0.19% | −250−15.4% | 減碼 |