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
- 4,121
- 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 1,862 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 | 5,103 | $5,721 億 |
| 2025 年第 4 季 | 5,155 | $6,395 億 |
| 2025 年第 3 季 | 4,766 | $6,180 億 |
| 2025 年第 2 季 | 4,753 | $5,824 億 |
| 2025 年第 1 季 | 4,680 | $4,946 億 |
| 2024 年第 4 季 | 4,680 | $4,900 億 |
| 2024 年第 3 季 | 4,216 | $4,294 億 |
| 2024 年第 2 季 | 4,182 | $4,162 億 |
| 2024 年第 1 季 | 4,121 | $4,145 億 |
| 2023 年第 4 季 | 4,002 | $3,518 億 |
| 2023 年第 3 季 | 3,711 | $2,970 億 |
| 2023 年第 2 季 | 3,673 | $2,976 億 |
| 2023 年第 1 季 | 3,613 | $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 | 3,520 | $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 |
|---|---|---|---|---|---|
| May Barnhard Investments LLC | 1,375 | $27.5 萬 | 0.14% | −1,227−47.2% | 減碼 |
| White Lighthouse Investment Management Inc. | 1,378 | $27.6 萬 | 0.06% | 00.0% | 不變 |
| Quad-Cities Investment Group, LLC | 1,378 | $27.6 萬 | 0.16% | −106−7.1% | 減碼 |
| Bank Pictet & Cie (Asia) Ltd | 1,380 | $27.6 萬 | 0.15% | 00.0% | 不變 |
| Naples Money Management LLC | 1,380 | $27.6 萬 | 0.28% | −13,500−90.7% | 減碼 |
| Bensler, LLC | 1,382 | $27.7 萬 | 0.04% | +116+9.2% | 加碼 |
| Sicart Associates LLC | 1,385 | $27.7 萬 | 0.10% | 00.0% | 不變 |
| Yoder Wealth Management, Inc. | 1,387 | $27.8 萬 | 0.18% | −170−10.9% | 減碼 |
| PPS&V Asset Management Consultants, Inc. | 1,388 | $27.8 萬 | 0.20% | +4+0.3% | 加碼 |
| Rather & Kittrell, Inc. | 1,390 | $27.8 萬 | 0.08% | +63+4.7% | 加碼 |
| Mainsail Asset Management, LLC | 1,394 | $27.9 萬 | 0.23% | 00.0% | 不變 |
| Sterling Investment Management, Inc. | 1,398 | $28.0 萬 | 0.20% | +68+5.1% | 加碼 |
| Northern Capital Management, Inc. | 1,399 | $28.0 萬 | 0.20% | +112+8.7% | 加碼 |
| IMZ Advisory Inc | 1,402 | $28.1 萬 | 0.14% | 00.0% | 不變 |
| Elite Life Management LLC | 1,405 | $28.1 萬 | 1.38% | +59+4.4% | 加碼 |
| Paragon Capital Management LLC | 1,406 | $28.2 萬 | 0.15% | −36−2.5% | 減碼 |
| Annapolis Financial Services, LLC | 1,407 | $28.2 萬 | 0.09% | −297−17.4% | 減碼 |
| Verity Asset Management, Inc. | 1,409 | $28.2 萬 | 0.16% | +1+0.1% | 加碼 |
| NDVR, Inc. | 1,410 | $28.2 萬 | 0.27% | +130+10.2% | 加碼 |
| Lountzis Asset Management, LLC | 1,415 | $28.3 萬 | 0.13% | 00.0% | 不變 |
| Private Ocean, LLC | 1,423 | $28.5 萬 | 0.03% | −23−1.6% | 減碼 |
| Mizuho Markets Cayman LP | 1,468 | $28.5 萬 | 0.18% | +1,468 | 新進 |
| WCM Investment Management, LLC | 1,428 | $28.6 萬 | 0.00% | −231−13.9% | 減碼 |
| Gibson Capital, LLC | 1,432 | $28.7 萬 | 0.06% | 00.0% | 不變 |
| Nova R Wealth, Inc. | 1,437 | $28.8 萬 | 0.15% | −120−7.7% | 減碼 |
| Southern Capital Advisors, LLC | 1,437 | $28.8 萬 | 0.17% | −1,148−44.4% | 減碼 |
| Peterson Wealth Advisors, LLC | 1,438 | $28.8 萬 | 0.06% | +7+0.5% | 加碼 |
| Highlander Partners, L.P. | 1,500 | $28.8 萬 | 0.20% | +1,500 | 新進 |
| TNF LLC | 1,494 | $28.8 萬 | 0.11% | −35−2.3% | 減碼 |
| Clarus Wealth Advisors | 1,478 | $28.9 萬 | 0.16% | −124−7.7% | 減碼 |
| Blue Investment Partners LLC | 1,443 | $28.9 萬 | 0.15% | +85+6.3% | 加碼 |
| New England Professional Planning Group Inc. | 1,445 | $28.9 萬 | 0.15% | −7−0.5% | 減碼 |
| Dravo Bay LLC | 1,446 | $29.0 萬 | 0.17% | −62−4.1% | 減碼 |
| Abound Wealth Management | 1,448 | $29.0 萬 | 0.11% | +184+14.6% | 加碼 |
| Silverberg Bernstein Capital Management LLC | 1,449 | $29.0 萬 | 0.28% | 00.0% | 不變 |
| Kelly Financial Services LLC | 1,449 | $29.0 萬 | 0.11% | +6+0.4% | 加碼 |
| Root Financial Partners, LLC | 1,450 | $29.1 萬 | 0.09% | +1,450 | 新進 |
| Basso Capital Management, L.P. | 1,451 | $29.1 萬 | 0.27% | 00.0% | 不變 |
| Lokken Investment Group LLC | 1,454 | $29.1 萬 | 0.15% | −11−0.8% | 減碼 |
| Balanced Wealth Group LLC | 1,476 | $29.1 萬 | 0.13% | +12+0.8% | 加碼 |
| Oceanside Advisors LLC | 1,460 | $29.2 萬 | 0.24% | +1,460 | 新進 |
| Wealthstar Advisors, LLC | 1,460 | $29.2 萬 | 0.10% | +1,460 | 新進 |
| Gill Capital Partners, LLC | 1,526 | $29.3 萬 | 0.12% | 00.0% | 不變 |
| AlphaMark Advisors, LLC | 1,465 | $29.3 萬 | 0.10% | 00.0% | 不變 |
| ETF Store, Inc. | 1,463 | $29.3 萬 | 0.17% | +247+20.3% | 加碼 |
| Acas, LLC | 1,463 | $29.3 萬 | 0.28% | −12−0.8% | 減碼 |
| OMNI 360 Wealth, Inc. | 1,468 | $29.4 萬 | 0.24% | −19−1.3% | 減碼 |
| Cambridge Financial Group, LLC | 1,470 | $29.4 萬 | 0.14% | −308−17.3% | 減碼 |
| Halpern Financial, Inc. | 1,490 | $29.5 萬 | 0.09% | 00.0% | 不變 |
| Unio Capital LLC | 1,479 | $29.6 萬 | 0.13% | −170−10.3% | 減碼 |
| Family Investment Center, Inc. | 1,484 | $29.7 萬 | 0.10% | 00.0% | 不變 |
| Seed Wealth Management, Inc. | 1,496 | $29.8 萬 | 0.28% | 00.0% | 不變 |
| LFA - Lugano Financial Advisors SA | 1,490 | $29.8 萬 | 0.22% | 00.0% | 不變 |
| FFT Wealth Management LLC | 1,490 | $29.8 萬 | 0.03% | +57+4.0% | 加碼 |
| Maripau Wealth Management LLC | 1,498 | $30.0 萬 | 0.23% | −113−7.0% | 減碼 |
| Gouws Capital LLC | 1,500 | $30.0 萬 | 0.23% | −70−4.5% | 減碼 |
| Bourne Lent Asset Management Inc | 1,500 | $30.0 萬 | 0.12% | 00.0% | 不變 |
| Curtis Advisory Group, LLC | 1,500 | $30.0 萬 | 0.12% | 00.0% | 不變 |
| Rational Advisors LLC | 1,502 | $30.1 萬 | 0.03% | −782−34.2% | 減碼 |
| Garrett Wealth Advisory Group, LLC | 1,508 | $30.2 萬 | 0.12% | +1+0.1% | 加碼 |
| Barings LLC | 1,508 | $30.2 萬 | 0.01% | +1,508 | 新進 |
| Berkshire Money Management, Inc. | 1,510 | $30.2 萬 | 0.04% | +1,510 | 新進 |
| Sebold Capital Management, Inc. | 1,510 | $30.3 萬 | 0.20% | +25+1.7% | 加碼 |
| Trevian Wealth Management LLC | 1,511 | $30.3 萬 | 0.21% | +9+0.6% | 加碼 |
| Yeomans Consulting Group, Inc. | 1,519 | $30.4 萬 | 0.13% | +30+2.0% | 加碼 |
| RAM Investment Partners, LLC | 1,521 | $30.5 萬 | 0.10% | +175+13.0% | 加碼 |
| Power Wealth Management LLC | 1,521 | $30.5 萬 | 0.19% | −115−7.0% | 減碼 |
| Perissos Private Wealth Management, LLC | 1,525 | $30.5 萬 | 0.28% | +1,525 | 新進 |
| Boyd Wealth Management, LLC | 1,527 | $30.6 萬 | 0.17% | 00.0% | 不變 |
| Rain Capital Management, LLC | 1,533 | $30.7 萬 | 0.21% | +55+3.7% | 加碼 |
| USA Financial Portformulas Corp | 1,536 | $30.8 萬 | 0.05% | −1,191−43.7% | 減碼 |
| Continuum Wealth Advisors, LLC | 1,536 | $30.8 萬 | 0.17% | 00.0% | 不變 |
| Capstone Investment Advisors, LLC | 1,538 | $30.8 萬 | 0.01% | +816+113.0% | 加碼 |
| Ridgepath Capital Management LLC | 1,541 | $30.9 萬 | 0.35% | −50−3.1% | 減碼 |
| Seelaus Asset Management LLC | 1,544 | $30.9 萬 | 0.31% | −1,555−50.2% | 減碼 |
| Independent Wealth Network Inc. | 1,545 | $30.9 萬 | 0.14% | +128+9.0% | 加碼 |
| Gitterman Wealth Management, LLC | 1,547 | $31.0 萬 | 0.12% | −666−30.1% | 減碼 |
| Vista Private Wealth Partners. LLC | 1,578 | $31.1 萬 | 0.12% | −225−12.5% | 減碼 |
| Paragon Financial Partners, Inc. | 1,555 | $31.1 萬 | 0.26% | +1+0.1% | 加碼 |
| Capital Market Strategies LLC | 1,557 | $31.2 萬 | 0.24% | +61+4.1% | 加碼 |
| Lutz Financial Services LLC | 1,558 | $31.2 萬 | 0.03% | −23−1.5% | 減碼 |
| Wick Capital Partners, LLC | 1,561 | $31.3 萬 | 0.30% | +156+11.1% | 加碼 |
| Rockport Wealth LLC | 1,566 | $31.3 萬 | 0.21% | +1,566 | 新進 |
| Act Wealth Management, LLC | 1,570 | $31.4 萬 | 0.16% | −603−27.7% | 減碼 |
| Arcus Capital Partners, LLC | 1,571 | $31.5 萬 | 0.10% | 00.0% | 不變 |
| Able Wealth Management LLC | 1,573 | $31.5 萬 | 0.27% | 00.0% | 不變 |
| Shira Ridge Wealth Management | 1,588 | $31.8 萬 | 0.18% | +18+1.1% | 加碼 |
| Legacy Financial Group, Inc. | 1,589 | $31.8 萬 | 0.13% | −185−10.4% | 減碼 |
| Washburn Capital Management, Inc. | 1,590 | $31.8 萬 | 0.24% | −128−7.5% | 減碼 |
| KFG Wealth Management, LLC | 1,594 | $31.9 萬 | 0.13% | +56+3.6% | 加碼 |
| Kendall Capital Management | 1,596 | $32.0 萬 | 0.11% | 00.0% | 不變 |
| Private Capital Advisors, Inc. | 1,600 | $32.0 萬 | 0.04% | 00.0% | 不變 |
| Thrive Capital Management, LLC | 1,600 | $32.1 萬 | 0.17% | −1,146−41.7% | 減碼 |
| Bell Investment Advisors, Inc | 1,601 | $32.1 萬 | 0.06% | −467−22.6% | 減碼 |
| Manchester Financial Inc | 1,601 | $32.1 萬 | 0.08% | −28−1.7% | 減碼 |
| Saturna Capital CORP | 1,608 | $32.2 萬 | 0.00% | 00.0% | 不變 |
| Centennial Wealth Advisory LLC | 1,608 | $32.2 萬 | 0.15% | +300+22.9% | 加碼 |
| Flossbach Von Storch AG | 1,611 | $32.3 萬 | 0.00% | +1,611 | 新進 |
| Hirtle Callaghan & Co LLC | 1,614 | $32.3 萬 | 0.01% | +1,614 | 新進 |
| Redwood Investment Management, LLC | 1,616 | $32.4 萬 | 0.03% | −7,040−81.3% | 減碼 |