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 |
|---|---|---|---|---|---|
| Steel Peak Wealth Management LLC | 77,314 | $1,549 萬 | 0.79% | +3,557+4.8% | 加碼 |
| Winslow Asset Management Inc | 77,278 | $1,548 萬 | 2.91% | −509−0.7% | 減碼 |
| GLOBALT Investments LLC | 77,198 | $1,546 萬 | 0.62% | −799−1.0% | 減碼 |
| Pictet North America Advisors SA | 76,983 | $1,542 萬 | 1.72% | −3,333−4.1% | 減碼 |
| Eagle Rock Investment Company, LLC | 76,931 | $1,541 萬 | 2.86% | −88−0.1% | 減碼 |
| Chicago Partners Investment Group LLC | 79,828 | $1,534 萬 | 0.65% | +1,043+1.3% | 加碼 |
| Schnieders Capital Management LLC | 76,550 | $1,533 萬 | 3.16% | −658−0.9% | 減碼 |
| North Star Asset Management Inc | 76,341 | $1,529 萬 | 0.72% | −150.0% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 76,166 | $1,526 萬 | 0.87% | +2,221+3.0% | 加碼 |
| Valicenti Advisory Services Inc | 76,148 | $1,525 萬 | 4.25% | −3,619−4.5% | 減碼 |
| Alberta Investment Management Corp | 76,100 | $1,524 萬 | 0.15% | 00.0% | 不變 |
| Iowa State Bank | 76,082 | $1,524 萬 | 3.37% | −499−0.7% | 減碼 |
| Siemens Fonds Invest GmbH | 75,654 | $1,515 萬 | 1.17% | −3,134−4.0% | 減碼 |
| NewSquare Capital LLC | 76,243 | $1,513 萬 | 1.34% | +138+0.2% | 加碼 |
| Sigma Planning Corp | 75,270 | $1,508 萬 | 0.47% | +41,491+122.8% | 加碼 |
| Alpine Woods Capital Investors, LLC | 78,539 | $1,506 萬 | 2.99% | −53,546−40.5% | 減碼 |
| Telos Capital Management, Inc. | 75,006 | $1,502 萬 | 1.69% | −980−1.3% | 減碼 |
| Boston Financial Mangement LLC | 74,993 | $1,502 萬 | 0.48% | +669+0.9% | 加碼 |
| NJ State Employees Deferred Compensation Plan | 74,800 | $1,498 萬 | 1.90% | 00.0% | 不變 |
| Twin Capital Management Inc | 74,733 | $1,497 萬 | 1.86% | −2,632−3.4% | 減碼 |
| Spinnaker Trust | 74,484 | $1,492 萬 | 0.96% | +408+0.6% | 加碼 |
| Community Bank of Raymore | 74,048 | $1,483 萬 | 6.96% | −3,138−4.1% | 減碼 |
| Generate Investment Management Ltd | 73,851 | $1,479 萬 | 1.16% | +8,782+13.5% | 加碼 |
| Allied Investment Advisors, LLC | 73,756 | $1,477 萬 | 3.57% | +128+0.2% | 加碼 |
| 1st Source Bank | 73,677 | $1,476 萬 | 0.86% | −900−1.2% | 減碼 |
| Altrafin AG | 73,607 | $1,474 萬 | 5.34% | +213+0.3% | 加碼 |
| Matthew 25 Management Corp | 73,500 | $1,472 萬 | 5.01% | −6,500−8.1% | 減碼 |
| Bank of Nova Scotia Trust Co | 73,483 | $1,472 萬 | 1.58% | −927−1.2% | 減碼 |
| NEOS Investment Management LLC | 72,874 | $1,460 萬 | 0.90% | +27,697+61.3% | 加碼 |
| Caldwell Trust Co | 72,730 | $1,457 萬 | 1.70% | +2,074+2.9% | 加碼 |
| Cohen Klingenstein LLC | 72,700 | $1,456 萬 | 0.54% | 00.0% | 不變 |
| Simmons Bank | 72,610 | $1,454 萬 | 1.09% | −1,049−1.4% | 減碼 |
| Castleark Management LLC | 72,365 | $1,449 萬 | 0.60% | 00.0% | 不變 |
| Merit Financial Group, LLC | 76,071 | $1,449 萬 | 0.35% | +30,977+68.7% | 加碼 |
| Connors Investor Services Inc | 72,024 | $1,443 萬 | 1.52% | −5,489−7.1% | 減碼 |
| Ritholtz Wealth Management | 71,921 | $1,441 萬 | 0.50% | +5,146+7.7% | 加碼 |
| Signaturefd, LLC | 71,829 | $1,439 萬 | 0.30% | +2,028+2.9% | 加碼 |
| Barlow Wealth Partners, Inc. | 78,411 | $1,433 萬 | 1.95% | +488+0.6% | 加碼 |
| Hollencrest Capital Management | 71,493 | $1,432 萬 | 0.66% | +34,382+92.6% | 加碼 |
| Punch & Associates Investment Management, Inc. | 71,380 | $1,430 萬 | 0.81% | −5,993−7.7% | 減碼 |
| Strategy Asset Managers LLC | 71,238 | $1,427 萬 | 3.06% | −1,445−2.0% | 減碼 |
| Woodstock Corp | 71,237 | $1,427 萬 | 1.48% | −235−0.3% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 71,146 | $1,425 萬 | 0.72% | +6,206+9.6% | 加碼 |
| Ossiam | 71,036 | $1,423 萬 | 0.25% | −3,324−4.5% | 減碼 |
| Waratah Capital Advisors Ltd. | 70,958 | $1,421 萬 | 0.73% | +13,674+23.9% | 加碼 |
| Hamilton Capital Partners Inc. | 70,953 | $1,421 萬 | 1.72% | +20,057+39.4% | 加碼 |
| Cypress Capital Group | 70,872 | $1,420 萬 | 1.70% | −747−1.0% | 減碼 |
| Heritage Trust Co | 70,816 | $1,418 萬 | 1.90% | −2,215−3.0% | 減碼 |
| SFE Investment Counsel | 70,761 | $1,417 萬 | 3.21% | −556−0.8% | 減碼 |
| Journey Advisory Group, LLC | 70,447 | $1,411 萬 | 1.74% | +253+0.4% | 加碼 |
| Legacy Private Trust Co. | 70,434 | $1,411 萬 | 1.03% | −469−0.7% | 減碼 |
| WealthBridge Investment Counsel Inc. | 70,331 | $1,409 萬 | 5.23% | −1,120−1.6% | 減碼 |
| Holowesko Partners Ltd. | 70,300 | $1,408 萬 | 5.76% | −1,800−2.5% | 減碼 |
| JB Capital LLC | 70,275 | $1,408 萬 | 0.94% | −26,001−27.0% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 70,197 | $1,406 萬 | 0.99% | +40,664+137.7% | 加碼 |
| Pettyjohn, Wood & White, Inc | 70,175 | $1,406 萬 | 2.80% | +195+0.3% | 加碼 |
| Haverford Financial Services, Inc. | 69,905 | $1,400 萬 | 4.03% | −11,850−14.5% | 減碼 |
| Eagle Ridge Investment Management | 69,806 | $1,398 萬 | 1.29% | −1,982−2.8% | 減碼 |
| PFG Investments, LLC | 69,781 | $1,398 萬 | 0.84% | +45,219+184.1% | 加碼 |
| Farmers National Bank | 69,761 | $1,397 萬 | 4.17% | +705+1.0% | 加碼 |
| AIA Group Ltd | 69,423 | $1,391 萬 | 0.45% | +8,952+14.8% | 加碼 |
| Chemung Canal Trust Co | 69,328 | $1,389 萬 | 2.68% | −1,450−2.0% | 減碼 |
| Van Hulzen Asset Management, LLC | 69,309 | $1,388 萬 | 0.92% | −1,902−2.7% | 減碼 |
| Country Club Bank | 69,012 | $1,382 萬 | 0.98% | −1,697−2.4% | 減碼 |
| GAM Holding AG | 68,862 | $1,379 萬 | 1.00% | +203+0.3% | 加碼 |
| SlateStone Wealth, LLC | 68,104 | $1,364 萬 | 1.37% | +24,257+55.3% | 加碼 |
| Thoroughbred Financial Services, LLC | 68,069 | $1,363 萬 | 1.31% | −31,270−31.5% | 減碼 |
| NatWest Group plc | 67,910 | $1,360 萬 | 5.24% | −5,161−7.1% | 減碼 |
| Avitas Wealth Management LLC | 67,812 | $1,358 萬 | 2.06% | +667+1.0% | 加碼 |
| BKD Wealth Advisors, LLC | 67,707 | $1,356 萬 | 0.34% | +5,111+8.2% | 加碼 |
| Naples Global Advisors, LLC | 67,587 | $1,354 萬 | 1.39% | −184−0.3% | 減碼 |
| Buckingham Strategic Wealth, LLC | 67,233 | $1,347 萬 | 0.14% | +3,278+5.1% | 加碼 |
| Griffin Asset Management, Inc. | 67,219 | $1,346 萬 | 1.61% | +533+0.8% | 加碼 |
| Shell Asset Management Co | 66,437 | $1,344 萬 | 0.61% | +4,262+6.9% | 加碼 |
| Barbara Oil Co. | 67,000 | $1,342 萬 | 5.67% | 00.0% | 不變 |
| One Capital Management, LLC | 66,804 | $1,338 萬 | 0.49% | −725−1.1% | 減碼 |
| GDS Wealth Management | 66,654 | $1,335 萬 | 1.56% | +5,924+9.8% | 加碼 |
| Stratos Wealth Advisors, LLC | 66,637 | $1,335 萬 | 0.79% | −21,519−24.4% | 減碼 |
| Cyndeo Wealth Partners, LLC | 66,338 | $1,329 萬 | 1.11% | −602−0.9% | 減碼 |
| Wellington Shields Capital Management, LLC | 66,087 | $1,324 萬 | 2.50% | −2,167−3.2% | 減碼 |
| JCIC Asset Management Inc. | 66,051 | $1,323 萬 | 5.45% | +230+0.3% | 加碼 |
| Qube Research & Technologies Ltd | 65,841 | $1,319 萬 | 0.02% | −147,290−69.1% | 減碼 |
| Horizon Investments, LLC | 65,739 | $1,309 萬 | 0.34% | +1,620+2.5% | 加碼 |
| Wells Trecaso Financial Group, LLC | 65,285 | $1,308 萬 | 4.62% | +741+1.1% | 加碼 |
| Buffington Mohr McNeal | 65,052 | $1,303 萬 | 2.36% | +327+0.5% | 加碼 |
| Buckley Wealth Management, LLC | 64,851 | $1,299 萬 | 4.17% | −1,801−2.7% | 減碼 |
| New England Asset Management Inc | 64,375 | $1,289 萬 | 2.00% | −715−1.1% | 減碼 |
| Ar Asset Management Inc | 64,231 | $1,287 萬 | 3.14% | −1,000−1.5% | 減碼 |
| Viking Fund Management LLC | 64,000 | $1,282 萬 | 2.32% | −3,000−4.5% | 減碼 |
| Level Four Advisory Services, LLC | 75,324 | $1,281 萬 | 0.70% | +1,893+2.6% | 加碼 |
| Thompson Investment Management, Inc. | 63,726 | $1,276 萬 | 1.93% | −11,979−15.8% | 減碼 |
| Concurrent Investment Advisors, LLC | 63,699 | $1,276 萬 | 0.52% | −4,519−6.6% | 減碼 |
| Mitchell Sinkler & Starr | 63,668 | $1,275 萬 | 3.19% | −8,896−12.3% | 減碼 |
| Live Oak Private Wealth LLC | 63,445 | $1,271 萬 | 2.20% | −786−1.2% | 減碼 |
| Foster & Motley Inc | 63,420 | $1,270 萬 | 0.87% | −120.0% | 減碼 |
| Visionary Wealth Advisors | 63,303 | $1,268 萬 | 0.86% | −171−0.3% | 減碼 |
| Laurel Wealth Advisors LLC | 63,286 | $1,268 萬 | 2.18% | −248−0.4% | 減碼 |
| Royal Fund Management, LLC | 63,004 | $1,262 萬 | 1.46% | +3,354+5.6% | 加碼 |
| Invictus Private Wealth, LLC | 62,974 | $1,261 萬 | 1.12% | −880−1.4% | 減碼 |
| Fagan Associates, Inc. | 62,959 | $1,261 萬 | 2.36% | +593+1.0% | 加碼 |