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 |
|---|---|---|---|---|---|
| Prostatis Group LLC | 2,989 | $59.9 萬 | 0.23% | −502−14.4% | 減碼 |
| Shikiar Asset Management Inc | 2,990 | $59.9 萬 | 0.17% | +950+46.6% | 加碼 |
| Fulcrum Equity Management | 2,995 | $60.0 萬 | 0.71% | +883+41.8% | 加碼 |
| Weaver Consulting Group | 2,996 | $60.0 萬 | 0.22% | −131−4.2% | 減碼 |
| Islay Capital Management, LLC | 3,003 | $60.2 萬 | 0.45% | +378+14.4% | 加碼 |
| My Personal CFO, LLC | 3,018 | $60.5 萬 | 0.35% | +19+0.6% | 加碼 |
| Reuter James Wealth Management, LLC | 3,018 | $60.5 萬 | 0.42% | −467−13.4% | 減碼 |
| Fermata Advisors, LLC | 3,021 | $60.5 萬 | 0.14% | +1,664+122.6% | 加碼 |
| Heck Capital Advisors, LLC | 3,022 | $60.5 萬 | 0.09% | +34+1.1% | 加碼 |
| Silver Lake Advisory, LLC | 3,038 | $60.8 萬 | 0.27% | +3,038 | 新進 |
| Tucker Asset Management LLC | 3,044 | $61.0 萬 | 0.14% | +658+27.6% | 加碼 |
| Better Money Decisions, LLC | 3,048 | $61.1 萬 | 0.48% | +1,345+79.0% | 加碼 |
| HC Advisors, LLC | 3,048 | $61.1 萬 | 0.29% | −438−12.6% | 減碼 |
| Cypress Capital Management LLC (WY) | 3,050 | $61.1 萬 | 0.65% | 00.0% | 不變 |
| Pin Oak Investment Advisors Inc | 3,050 | $61.1 萬 | 0.59% | −82−2.6% | 減碼 |
| Vista Capital Partners, Inc. | 3,052 | $61.1 萬 | 0.08% | −809−21.0% | 減碼 |
| Armstrong Advisory Group, Inc | 3,599 | $61.2 萬 | 0.06% | 00.0% | 不變 |
| Solitude Financial Services | 3,065 | $61.4 萬 | 0.28% | +605+24.6% | 加碼 |
| Smith Anglin Financial, LLC | 3,070 | $61.5 萬 | 0.06% | +389+14.5% | 加碼 |
| Financial Advisory Corp | 3,070 | $61.5 萬 | 0.25% | 00.0% | 不變 |
| WestHill Financial Advisors, Inc. | 3,073 | $61.6 萬 | 0.15% | +10.0% | 加碼 |
| Williamson Legacy Group, LLC | 3,074 | $61.6 萬 | 0.48% | +3,074 | 新進 |
| Cohen & Steers, Inc. | 3,077 | $61.6 萬 | 0.00% | 00.0% | 不變 |
| Motive Wealth Advisors | 3,082 | $61.7 萬 | 0.37% | +1,231+66.5% | 加碼 |
| Triune Financial Partners, LLC | 3,084 | $61.8 萬 | 0.21% | −24−0.8% | 減碼 |
| Compass Ion Advisors, LLC | 3,085 | $61.8 萬 | 0.09% | −640−17.2% | 減碼 |
| Gemmer Asset Management LLC | 3,087 | $61.8 萬 | 0.07% | +10.0% | 加碼 |
| LGT Financial Advisors LLC | 3,088 | $61.9 萬 | 0.72% | −341−9.9% | 減碼 |
| Inspirion Wealth Advisors, LLC | 3,089 | $61.9 萬 | 0.10% | +100+3.3% | 加碼 |
| Financial Advisory Group | 3,091 | $61.9 萬 | 0.11% | −168−5.2% | 減碼 |
| Keating Wealth Management LLC | 3,094 | $62.0 萬 | 0.37% | 00.0% | 不變 |
| Integrity Financial Corp | 3,097 | $62.0 萬 | 0.43% | +475+18.1% | 加碼 |
| Whelan Financial | 3,102 | $62.1 萬 | 0.28% | +410+15.2% | 加碼 |
| Flagstone Financial Management | 3,105 | $62.2 萬 | 0.24% | −173−5.3% | 減碼 |
| Buck Wealth Strategies, LLC | 3,111 | $62.3 萬 | 0.21% | −43,904−93.4% | 減碼 |
| Arbor Wealth Advisors LLC | 3,113 | $62.4 萬 | 0.59% | 00.0% | 不變 |
| Callan Family Office, LLC | 3,122 | $62.5 萬 | 0.15% | −1,081−25.7% | 減碼 |
| Ackerman Capital Advisors, LLC | 3,127 | $62.6 萬 | 0.17% | +140+4.7% | 加碼 |
| Market Street Wealth Management Advisors LLC | 3,132 | $62.7 萬 | 0.11% | +6+0.2% | 加碼 |
| Summitry LLC | 3,135 | $62.8 萬 | 0.03% | +372+13.5% | 加碼 |
| Atticus Wealth Management, LLC | 3,138 | $62.9 萬 | 0.21% | +698+28.6% | 加碼 |
| Cherry Tree Wealth Management, LLC | 3,139 | $62.9 萬 | 0.16% | +20+0.6% | 加碼 |
| Waterway Wealth Management, LLC | 3,144 | $63.0 萬 | 0.28% | +144+4.8% | 加碼 |
| Consilio Wealth Advisors, LLC | 3,145 | $63.0 萬 | 0.30% | +193+6.5% | 加碼 |
| Keene & Associates, Inc. | 3,146 | $63.0 萬 | 0.47% | −48−1.5% | 減碼 |
| First Community Trust NA | 3,151 | $63.1 萬 | 0.59% | 00.0% | 不變 |
| Dakota Community Bank & Trust NA | 3,155 | $63.2 萬 | 3.42% | −189−5.7% | 減碼 |
| Cook Wealth Management Group LLC | 3,298 | $63.2 萬 | 0.38% | −2−0.1% | 減碼 |
| Acorn Creek Capital LLC | 3,158 | $63.2 萬 | 0.40% | −19−0.6% | 減碼 |
| Mayfair Advisory Group, LLC | 3,163 | $63.4 萬 | 0.46% | +168+5.6% | 加碼 |
| Amussen Hunsaker Associates LLC | 3,174 | $63.4 萬 | 0.11% | +66+2.1% | 加碼 |
| Braun-Bostich & Associates Inc. | 3,167 | $63.4 萬 | 0.53% | +208+7.0% | 加碼 |
| Lakewood Asset Management LLC | 3,171 | $63.5 萬 | 0.43% | +1,159+57.6% | 加碼 |
| Robinson Smith Wealth Advisors LLC | 3,176 | $63.6 萬 | 0.61% | −881−21.7% | 減碼 |
| Insight 2811, Inc. | 3,186 | $63.8 萬 | 0.33% | +13+0.4% | 加碼 |
| Campbell & CO Investment Adviser LLC | 3,193 | $64.0 萬 | 0.06% | −15,777−83.2% | 減碼 |
| Rise Advisors, LLC | 3,193 | $64.0 萬 | 0.34% | +1,445+82.7% | 加碼 |
| J. L. Bainbridge & Co., Inc. | 3,198 | $64.1 萬 | 0.07% | 00.0% | 不變 |
| VCI Wealth Management LLC | 3,205 | $64.2 萬 | 0.43% | +821+34.4% | 加碼 |
| Wolff Financial Management LLC | 3,209 | $64.3 萬 | 0.19% | 00.0% | 不變 |
| Capital Advisory Group Advisory Services, LLC | 3,223 | $64.6 萬 | 0.31% | +1,594+97.9% | 加碼 |
| Deltec Asset Management LLC | 3,225 | $64.6 萬 | 0.13% | 00.0% | 不變 |
| Cahaba Wealth Management, Inc. | 3,237 | $64.8 萬 | 0.06% | −44−1.3% | 減碼 |
| Options Solutions, LLC | 3,240 | $64.9 萬 | 0.37% | −160−4.7% | 減碼 |
| Forefront Analytics, LLC | 3,245 | $65.0 萬 | 0.32% | −241−6.9% | 減碼 |
| FSA Advisors, Inc. | 3,248 | $65.1 萬 | 0.70% | +250+8.3% | 加碼 |
| Interchange Capital Partners, LLC | 3,203 | $65.4 萬 | 0.44% | +1,027+47.2% | 加碼 |
| Unionview, LLC | 3,271 | $65.5 萬 | 0.54% | −392−10.7% | 減碼 |
| Wellspring Financial Advisors, LLC | 3,272 | $65.5 萬 | 0.10% | +281+9.4% | 加碼 |
| Ariston Services Group | 3,276 | $65.6 萬 | 0.63% | 00.0% | 不變 |
| Legacy Financial Strategies, LLC | 3,276 | $65.6 萬 | 0.17% | +111+3.5% | 加碼 |
| ZRC Wealth Management, LLC | 3,278 | $65.7 萬 | 0.33% | −17−0.5% | 減碼 |
| Altus Wealth Management, LLC | 3,283 | $65.8 萬 | 0.35% | +178+5.7% | 加碼 |
| State of Wyoming | 3,284 | $65.8 萬 | 0.11% | −116−3.4% | 減碼 |
| Gibbs Wealth Management | 3,289 | $65.9 萬 | 0.38% | +3,289 | 新進 |
| Ehrlich Financial Group | 3,289 | $65.9 萬 | 0.55% | −85−2.5% | 減碼 |
| Lockerman Financial Group, Inc. | 3,293 | $66.0 萬 | 1.26% | −34−1.0% | 減碼 |
| Pacific Center for Financial Services | 3,298 | $66.1 萬 | 0.19% | +21+0.6% | 加碼 |
| Hamilton Wealth, LLC | 3,299 | $66.1 萬 | 0.21% | +399+13.8% | 加碼 |
| Henrickson Nauta Wealth Advisors, Inc. | 3,391 | $66.3 萬 | 0.29% | +261+8.3% | 加碼 |
| Northwest Investment Counselors, LLC | 3,312 | $66.3 萬 | 0.16% | +25+0.8% | 加碼 |
| Successful Portfolios LLC | 3,321 | $66.5 萬 | 0.45% | −403−10.8% | 減碼 |
| Magnolia Capital Management Ltd | 3,325 | $66.6 萬 | 0.57% | +400+13.7% | 加碼 |
| Carmel Capital Partners, LLC | 3,333 | $66.8 萬 | 0.28% | +845+34.0% | 加碼 |
| Coordinated Financial Services, Inc. | 3,336 | $66.8 萬 | 0.58% | +3,336 | 新進 |
| Vanguard Capital Wealth Advisors | 3,351 | $67.1 萬 | 0.47% | +7+0.2% | 加碼 |
| Alterna Wealth Management, Inc | 3,353 | $67.2 萬 | 0.67% | +1,115+49.8% | 加碼 |
| New Insight Wealth Advisors | 3,354 | $67.2 萬 | 0.42% | 00.0% | 不變 |
| Fullerton Fund Management Co Ltd. | 3,356 | $67.2 萬 | 0.03% | +3,356 | 新進 |
| Pasadena Private Wealth, LLC | 3,363 | $67.4 萬 | 0.15% | +2+0.1% | 加碼 |
| Up Strategic Wealth Investment Advisors LLC | 3,370 | $67.5 萬 | 1.10% | 00.0% | 不變 |
| Fountainhead AM, LLC | 3,372 | $67.5 萬 | 0.17% | +126+3.9% | 加碼 |
| Laraway Financial Inc | 3,373 | $67.6 萬 | 0.60% | −200−5.6% | 減碼 |
| Sweet Financial Partners, LLC | 3,377 | $67.6 萬 | 0.16% | −1,252−27.0% | 減碼 |
| Glass Wealth Management Co LLC | 3,379 | $67.7 萬 | 0.41% | +3,379 | 新進 |
| Bender Robert & Associates | 3,381 | $67.7 萬 | 0.16% | −145−4.1% | 減碼 |
| Tactive Advisors, LLC | 3,386 | $67.8 萬 | 0.36% | +3,386 | 新進 |
| Prosperity Wealth Management, Inc. | 3,388 | $67.9 萬 | 0.32% | +782+30.0% | 加碼 |
| HTG Investment Advisors, Inc. | 3,403 | $68.2 萬 | 0.40% | −213−5.9% | 減碼 |
| Bulltick Wealth Management, LLC | 3,409 | $68.3 萬 | 0.14% | −3,454−50.3% | 減碼 |