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 1,624 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 | 5,157 | $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 |
|---|---|---|---|---|---|
| Vishria Bird Financial Group, LLC | 1,887 | $37.8 萬 | 0.16% | −40−2.1% | 減碼 |
| POM Investment Strategies, LLC | 1,890 | $37.9 萬 | 0.31% | 00.0% | 不變 |
| Northstar Advisory Group, LLC | 1,918 | $37.9 萬 | 0.23% | 00.0% | 不變 |
| Magnolia Wealth Management, LLC | 1,898 | $37.9 萬 | 0.16% | +1,898 | 新進 |
| Sage Capital Advisors,llc | 1,894 | $37.9 萬 | 0.11% | +2+0.1% | 加碼 |
| Provenance Wealth Advisors, LLC | 1,899 | $38.0 萬 | 0.05% | +307+19.3% | 加碼 |
| Hillsdale Investment Management Inc. | 1,900 | $38.1 萬 | 0.03% | −280−12.8% | 減碼 |
| BlueChip Wealth Advisors LLC | 1,902 | $38.1 萬 | 0.25% | +1+0.1% | 加碼 |
| Dynamic Wealth Strategies, LLC | 1,901 | $38.1 萬 | 0.33% | −71−3.6% | 減碼 |
| One Day In July LLC | 1,908 | $38.2 萬 | 0.05% | −66−3.3% | 減碼 |
| jvl associates llc | 1,911 | $38.3 萬 | 0.16% | +715+59.8% | 加碼 |
| Covestor Ltd | 1,914 | $38.3 萬 | 0.24% | −183−8.7% | 減碼 |
| Baskin Financial Services Inc. | 1,910 | $38.3 萬 | 0.03% | +365+23.6% | 加碼 |
| Insight Wealth Partners, LLC | 1,913 | $38.3 萬 | 0.25% | +293+18.1% | 加碼 |
| Capital Performance Advisors LLP | 1,917 | $38.4 萬 | 0.15% | +170+9.7% | 加碼 |
| DHJJ Financial Advisors, Ltd. | 1,917 | $38.4 萬 | 0.17% | −9−0.5% | 減碼 |
| Tarbox Family Office, Inc. | 1,926 | $38.6 萬 | 0.07% | +229+13.5% | 加碼 |
| Lazard Freres Gestion S.A.S. | 1,932 | $38.6 萬 | 0.01% | +157+8.8% | 加碼 |
| Signature Wealth Management Group | 2,080 | $38.6 萬 | 0.18% | −23,648−91.9% | 減碼 |
| Madison Park Capital Advisors, LLC | 1,931 | $38.7 萬 | 0.34% | +41+2.2% | 加碼 |
| Luken Investment Analytics, LLC | 1,932 | $38.7 萬 | 0.20% | 00.0% | 不變 |
| Etfidea, LLC | 1,937 | $38.8 萬 | 0.13% | 00.0% | 不變 |
| BCS Wealth Management | 1,936 | $38.8 萬 | 0.12% | +2+0.1% | 加碼 |
| Mma Asset Management LLC | 1,967 | $38.8 萬 | 0.18% | −1−0.1% | 減碼 |
| Copperleaf Capital, LLC | 1,946 | $39.0 萬 | 0.34% | +338+21.0% | 加碼 |
| Zevin Asset Management LLC | 1,949 | $39.0 萬 | 0.06% | −355−15.4% | 減碼 |
| LaSalle St. Investment Advisors, LLC | 2,089 | $39.0 萬 | 0.22% | +2,089 | 新進 |
| Somerville Kurt F | 1,949 | $39.0 萬 | 0.07% | −345−15.0% | 減碼 |
| Wealthspan Partners, LLC | 1,952 | $39.1 萬 | 0.23% | 00.0% | 不變 |
| Krane Funds Advisors LLC | 1,966 | $39.2 萬 | 0.02% | −3,180−61.8% | 減碼 |
| Kearns & Associates LLC | 1,960 | $39.3 萬 | 0.30% | 00.0% | 不變 |
| Strategic Financial Concepts, LLC | 1,962 | $39.3 萬 | 0.09% | +1,962 | 新進 |
| Clarkston Capital Partners, LLC | 1,966 | $39.4 萬 | 0.01% | 00.0% | 不變 |
| Smallwood Wealth Investment Management, LLC | 1,967 | $39.4 萬 | 0.31% | +200+11.3% | 加碼 |
| Lansing Street Advisors | 1,970 | $39.5 萬 | 0.18% | +1,970 | 新進 |
| Ruedi Wealth Management, Inc. | 1,972 | $39.5 萬 | 0.17% | +105+5.6% | 加碼 |
| Horizon Family Wealth, Inc. | 1,973 | $39.5 萬 | 0.30% | +4+0.2% | 加碼 |
| Oxbow Advisors, LLC | 1,979 | $39.6 萬 | 0.05% | +679+52.2% | 加碼 |
| Compass Financial Group, INC | 1,982 | $39.7 萬 | 0.09% | +5+0.3% | 加碼 |
| Palo Alto Wealth Advisors, LLC | 1,983 | $39.7 萬 | 0.28% | 00.0% | 不變 |
| Prairie Wealth Advisors, Inc. | 1,987 | $39.8 萬 | 0.19% | +1,987 | 新進 |
| Acorn Financial Advisory Services Inc | 1,991 | $39.9 萬 | 0.08% | −497−20.0% | 減碼 |
| Kinloch Capital, LLC | 1,993 | $39.9 萬 | 0.21% | +85+4.5% | 加碼 |
| Kiely Wealth Advisory Group, Inc. | 2,063 | $40.0 萬 | 0.23% | 00.0% | 不變 |
| Facet Wealth, Inc. | 2,085 | $40.0 萬 | 0.01% | −125−5.7% | 減碼 |
| Tandem Wealth Advisors LLC | 2,000 | $40.1 萬 | 0.22% | +120+6.4% | 加碼 |
| Marotta Asset Management | 2,005 | $40.2 萬 | 0.08% | −455−18.5% | 減碼 |
| Sterling Financial Planning, Inc. | 2,006 | $40.2 萬 | 0.16% | +700+53.6% | 加碼 |
| TCP Asset Management, LLC | 2,009 | $40.2 萬 | 0.11% | +65+3.3% | 加碼 |
| Encompass Wealth Advisors, LLC | 2,012 | $40.3 萬 | 0.11% | −29−1.4% | 減碼 |
| JMG Financial Group, Ltd. | 2,015 | $40.4 萬 | 0.02% | −300−13.0% | 減碼 |
| Elwood & Goetz Wealth Advisory Group, LLC | 2,018 | $40.4 萬 | 0.10% | 00.0% | 不變 |
| Level Financial Advisors, Inc. | 2,023 | $40.5 萬 | 0.18% | −83−3.9% | 減碼 |
| Axiom Financial Strategies, LLC | 2,024 | $40.5 萬 | 0.26% | −76−3.6% | 減碼 |
| W.H. Cornerstone Investments Inc. | 2,025 | $40.6 萬 | 0.29% | +509+33.6% | 加碼 |
| Beirne Wealth Consulting Services, LLC | 2,027 | $40.6 萬 | 0.17% | −2,137−51.3% | 減碼 |
| Syverson Strege & Co | 2,028 | $40.6 萬 | 0.15% | +418+26.0% | 加碼 |
| Vertex Planning Partners, LLC | 2,036 | $40.8 萬 | 0.11% | −545−21.1% | 減碼 |
| Arcadia Investment Management Corp | 2,038 | $40.8 萬 | 0.07% | +16+0.8% | 加碼 |
| Three Bridge Wealth Advisors, LLC | 2,040 | $40.9 萬 | 0.16% | 00.0% | 不變 |
| Francis Financial, Inc. | 2,042 | $40.9 萬 | 0.13% | −344−14.4% | 減碼 |
| Old North State Wealth Management, LLC | 2,045 | $41.0 萬 | 0.27% | +210+11.4% | 加碼 |
| Verus Financial Partners, Inc. | 2,049 | $41.1 萬 | 0.05% | +10.0% | 加碼 |
| Riversedge Advisors, LLC | 2,052 | $41.1 萬 | 0.10% | +70+3.5% | 加碼 |
| Triumph Capital Management | 2,067 | $41.1 萬 | 0.17% | −1,627−44.0% | 減碼 |
| Skyline Advisors, Inc. | 2,056 | $41.2 萬 | 0.18% | +10.0% | 加碼 |
| Rice Hall James & Associates, LLC | 2,058 | $41.2 萬 | 0.02% | 00.0% | 不變 |
| Conestoga Capital Advisors, LLC | 2,066 | $41.4 萬 | 0.01% | 00.0% | 不變 |
| Cedar Wealth Management, LLC | 2,068 | $41.4 萬 | 0.14% | +500+31.9% | 加碼 |
| Sykon Capital LLC | 2,071 | $41.5 萬 | 0.15% | 00.0% | 不變 |
| Campbell Wealth Management | 2,070 | $41.5 萬 | 0.04% | +140+7.3% | 加碼 |
| CarsonAllaria Wealth Management, Ltd. | 2,073 | $41.5 萬 | 0.26% | −491−19.1% | 減碼 |
| Freedom Day Solutions, LLC | 2,076 | $41.6 萬 | 0.15% | −88−4.1% | 減碼 |
| Mezzasalma Advisors, LLC | 2,078 | $41.6 萬 | 0.20% | −10−0.5% | 減碼 |
| Presidio Capital Management, LLC | 2,079 | $41.6 萬 | 0.30% | +2,079 | 新進 |
| Worth Asset Management, LLC | 2,079 | $41.6 萬 | 0.26% | +468+29.1% | 加碼 |
| 49 Wealth Management, LLC | 2,094 | $41.7 萬 | 0.09% | +2,094 | 新進 |
| Requisite Capital Management, LLC | 2,080 | $41.7 萬 | 0.09% | 00.0% | 不變 |
| Sprinkle Financial Consultants LLC | 2,085 | $41.8 萬 | 0.36% | +3+0.1% | 加碼 |
| Burton Enright Welch | 2,086 | $41.8 萬 | 0.10% | −7−0.3% | 減碼 |
| Squire Investment Management Company, LLC | 2,089 | $41.8 萬 | 0.26% | −28−1.3% | 減碼 |
| Hutchinson Capital Management | 2,090 | $41.9 萬 | 0.08% | −116−5.3% | 減碼 |
| Chelsea Counsel Co | 2,092 | $41.9 萬 | 0.24% | +73+3.6% | 加碼 |
| Inspire Advisors, LLC | 2,103 | $42.1 萬 | 0.06% | +54+2.6% | 加碼 |
| Verdad Advisers, LP | 2,103 | $42.1 萬 | 0.46% | +2,103 | 新進 |
| Encompass More Asset Management | 2,106 | $42.2 萬 | 0.35% | +654+45.0% | 加碼 |
| Lanham O'Dell & Company, Inc. | 2,108 | $42.2 萬 | 0.24% | −418−16.5% | 減碼 |
| Exeter Financial, LLC | 2,158 | $42.2 萬 | 0.19% | 00.0% | 不變 |
| Broderick Brian C | 2,110 | $42.3 萬 | 0.09% | +2,110 | 新進 |
| MGO Private Wealth, LLC | 2,120 | $42.5 萬 | 0.27% | −65−3.0% | 減碼 |
| Tobam | 2,134 | $42.7 萬 | 0.04% | +431+25.3% | 加碼 |
| American Financial Advisors, LLC | 2,135 | $42.8 萬 | 0.06% | +468+28.1% | 加碼 |
| Riverview Capital Advisers, LLC | 2,137 | $42.8 萬 | 0.15% | +32+1.5% | 加碼 |
| Catalyst Private Wealth, LLC | 2,140 | $42.9 萬 | 0.22% | +49+2.3% | 加碼 |
| Echo45 Advisors LLC | 2,146 | $43.0 萬 | 0.31% | +17+0.8% | 加碼 |
| TMD Wealth Management, LLC | 2,146 | $43.0 萬 | 0.10% | +284+15.3% | 加碼 |
| Intelligence Driven Advisers, LLC | 2,148 | $43.0 萬 | 0.06% | +22+1.0% | 加碼 |
| Sepio Capital, LP | 2,149 | $43.0 萬 | 0.04% | −601−21.9% | 減碼 |
| Waterford Advisors, LLC | 2,157 | $43.2 萬 | 0.18% | −10−0.5% | 減碼 |
| Compton Financial Group, LLC | 2,165 | $43.4 萬 | 0.15% | −30−1.4% | 減碼 |