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 |
|---|---|---|---|---|---|
| Global Retirement Partners, LLC | 62,914 | $1,260 萬 | 0.47% | +688+1.1% | 加碼 |
| RSM US Wealth Management LLC | 62,795 | $1,258 萬 | 0.32% | −5,344−7.8% | 減碼 |
| David Loasby | 63,673 | $1,255 萬 | 1.27% | +452+0.7% | 加碼 |
| Miracle Mile Advisors, LLC | 62,615 | $1,254 萬 | 0.32% | +2,086+3.4% | 加碼 |
| Pettee Investors, Inc. | 62,494 | $1,252 萬 | 5.30% | −7,548−10.8% | 減碼 |
| Carmel Capital Management L.L.C. | 62,433 | $1,251 萬 | 5.14% | +425+0.7% | 加碼 |
| Hills Bank & Trust Co | 62,355 | $1,249 萬 | 1.06% | −589−0.9% | 減碼 |
| Dorchester Wealth Management Co | 62,265 | $1,247 萬 | 2.24% | −1,519−2.4% | 減碼 |
| Cypress Asset Management Inc | 60,661 | $1,241 萬 | 3.37% | −1,103−1.8% | 減碼 |
| Sara-Bay Financial | 62,211 | $1,238 萬 | 5.55% | −130.0% | 減碼 |
| Venator Management LLC | 61,575 | $1,233 萬 | 3.65% | −300−0.5% | 減碼 |
| River Wealth Advisors LLC | 61,573 | $1,233 萬 | 1.79% | +2,142+3.6% | 加碼 |
| Xcel Wealth Management, LLC | 61,510 | $1,232 萬 | 3.85% | −2,743−4.3% | 減碼 |
| Terry L. Blaker | 61,142 | $1,225 萬 | 0.92% | +4,153+7.3% | 加碼 |
| Principal Securities, Inc. | 61,078 | $1,223 萬 | 0.38% | +4,428+7.8% | 加碼 |
| RiverFront Investment Group, LLC | 60,942 | $1,221 萬 | 0.34% | +6,509+12.0% | 加碼 |
| Financiere des Professionnels - Fonds d,investissement inc. | 60,735 | $1,217 萬 | 0.98% | 00.0% | 不變 |
| Spectrum Wealth Counsel, LLC | 60,526 | $1,212 萬 | 1.48% | −321−0.5% | 減碼 |
| Zuckerman Investment Group, LLC | 60,513 | $1,212 萬 | 1.37% | −100.0% | 減碼 |
| BancorpSouth Bank | 60,492 | $1,212 萬 | 0.88% | −610−1.0% | 減碼 |
| Hoertkorn Richard Charles | 60,403 | $1,210 萬 | 5.19% | −1,963−3.1% | 減碼 |
| Stolper Co | 60,157 | $1,205 萬 | 4.35% | −84−0.1% | 減碼 |
| Brown Shipley& Co Ltd | 60,513 | $1,204 萬 | 3.78% | +5,716+10.4% | 加碼 |
| Nwi Management LP | 60,000 | $1,202 萬 | 1.65% | 00.0% | 不變 |
| Access Investment Management LLC | 60,000 | $1,202 萬 | 3.97% | 00.0% | 不變 |
| Harrell Investment Partners, LLC | 59,942 | $1,201 萬 | 3.56% | −1,427−2.3% | 減碼 |
| Next Level Private LLC | 59,917 | $1,200 萬 | 5.51% | +4,709+8.5% | 加碼 |
| Essex Financial Services, Inc. | 59,858 | $1,199 萬 | 1.11% | +395+0.7% | 加碼 |
| Lakeview Capital Partners, LLC | 59,757 | $1,197 萬 | 1.95% | −486−0.8% | 減碼 |
| Mengis Capital Management, Inc. | 59,749 | $1,197 萬 | 1.85% | +1,795+3.1% | 加碼 |
| Westpac Banking Corp | 59,566 | $1,193 萬 | 0.91% | +8,307+16.2% | 加碼 |
| Roundview Capital LLC | 59,552 | $1,193 萬 | 0.98% | +4,546+8.3% | 加碼 |
| Shorepoint Capital Partners LLC | 59,488 | $1,192 萬 | 2.91% | −804−1.3% | 減碼 |
| Gotham Asset Management, LLC | 59,331 | $1,188 萬 | 0.18% | +1,406+2.4% | 加碼 |
| Cornerstone Wealth Group, LLC | 59,270 | $1,187 萬 | 1.10% | +14,003+30.9% | 加碼 |
| Addenda Capital Inc. | 59,243 | $1,187 萬 | 0.45% | −3,472−5.5% | 減碼 |
| Red Door Wealth Management, LLC | 59,205 | $1,186 萬 | 2.29% | +810+1.4% | 加碼 |
| Sompo Asset Management Co., Ltd. | 59,187 | $1,186 萬 | 1.94% | +2,768+4.9% | 加碼 |
| Bank of Hawaii | 58,886 | $1,179 萬 | 0.57% | +40.0% | 加碼 |
| Mitchell Capital Management Co | 58,664 | $1,175 萬 | 2.25% | +2,734+4.9% | 加碼 |
| Perennial Advisors, LLC | 58,433 | $1,170 萬 | 2.72% | −1,371−2.3% | 減碼 |
| Princeton Global Asset Management LLC | 58,385 | $1,169 萬 | 2.78% | −2,128−3.5% | 減碼 |
| Diversified Trust Co | 58,258 | $1,167 萬 | 0.35% | −21,613−27.1% | 減碼 |
| Harbor Capital Advisors, Inc. | 58,173 | $1,165 萬 | 1.52% | +58,173 | 新進 |
| Constitution Capital LLC | 58,148 | $1,165 萬 | 6.58% | −125−0.2% | 減碼 |
| Boyar Asset Management Inc. | 58,083 | $1,163 萬 | 7.59% | +4,372+8.1% | 加碼 |
| GFS Advisors, LLC | 58,001 | $1,162 萬 | 1.92% | +230.0% | 加碼 |
| Bard Financial Services, Inc. | 57,965 | $1,161 萬 | 1.23% | −1,060−1.8% | 減碼 |
| Cardinal Capital Management | 57,445 | $1,151 萬 | 1.87% | +2,642+4.8% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 57,267 | $1,147 萬 | 0.89% | −1,587−2.7% | 減碼 |
| Cyrus J. Lawrence, LLC | 57,257 | $1,147 萬 | 2.54% | +57,257 | 新進 |
| Rocky Mountain Advisers, LLC | 57,240 | $1,147 萬 | 3.63% | 00.0% | 不變 |
| Radnor Capital Management, LLC | 56,957 | $1,141 萬 | 1.95% | −1,925−3.3% | 減碼 |
| Independent Investors Inc | 56,934 | $1,140 萬 | 2.73% | −115−0.2% | 減碼 |
| Camden Capital, LLC | 56,867 | $1,139 萬 | 1.01% | −17,739−23.8% | 減碼 |
| Moneta Group Investment Advisors LLC | 56,814 | $1,138 萬 | 0.19% | +5,590+10.9% | 加碼 |
| Meritage Portfolio Management | 56,760 | $1,137 萬 | 0.72% | −3,560−5.9% | 減碼 |
| Nations Financial Group Inc, | 56,670 | $1,135 萬 | 0.96% | +6,542+13.1% | 加碼 |
| Camden National Bank | 56,662 | $1,135 萬 | 2.00% | −2,252−3.8% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 56,403 | $1,130 萬 | 1.20% | −6,548−10.4% | 減碼 |
| Barometer Capital Management Inc. | 58,917 | $1,130 萬 | 2.93% | −4,896−7.7% | 減碼 |
| Greystone Financial Group, LLC | 56,389 | $1,129 萬 | 2.25% | −4,886−8.0% | 減碼 |
| Sigma Investment Counselors Inc | 56,315 | $1,128 萬 | 0.73% | −520−0.9% | 減碼 |
| Azora Capital LP | 56,293 | $1,128 萬 | 0.82% | −218,714−79.5% | 減碼 |
| Apriem Advisors | 56,209 | $1,126 萬 | 1.41% | −826−1.4% | 減碼 |
| Clough Capital Partners L P | 56,200 | $1,126 萬 | 1.24% | 00.0% | 不變 |
| Pioneer Trust Bank N A | 56,176 | $1,125 萬 | 3.13% | +180+0.3% | 加碼 |
| GAMMA Investing LLC | 56,159 | $1,125 萬 | 2.29% | +4,422+8.5% | 加碼 |
| M&R Capital Management Inc | 56,069 | $1,123 萬 | 2.75% | −1,586−2.8% | 減碼 |
| First Western Trust Bank | 55,976 | $1,121 萬 | 0.51% | −2,331−4.0% | 減碼 |
| Chicago Capital, LLC | 55,965 | $1,121 萬 | 0.34% | +357+0.6% | 加碼 |
| Plimoth Trust Co LLC | 55,958 | $1,121 萬 | 2.99% | −2,186−3.8% | 減碼 |
| Lynch & Associates | 55,904 | $1,120 萬 | 2.59% | −4,177−7.0% | 減碼 |
| EagleClaw Capital Managment, LLC | 55,742 | $1,117 萬 | 2.02% | −738−1.3% | 減碼 |
| Overbrook Management Corp | 55,705 | $1,116 萬 | 3.00% | −34,209−38.0% | 減碼 |
| SPX Equities Gestao de Recursos Ltda | 55,378 | $1,109 萬 | 0.97% | +55,378 | 新進 |
| HTLF Bank | 55,223 | $1,106 萬 | 1.27% | −1,380−2.4% | 減碼 |
| Hartford Financial Management Inc. | 55,179 | $1,105 萬 | 2.33% | −294−0.5% | 減碼 |
| Symmetry Partners, LLC | 54,992 | $1,102 萬 | 0.86% | −3,298−5.7% | 減碼 |
| Vestcor Inc | 54,937 | $1,100 萬 | 0.38% | −6,946−11.2% | 減碼 |
| Meridian Wealth Advisors, LLC | 54,921 | $1,100 萬 | 2.07% | +1,892+3.6% | 加碼 |
| Family Capital Trust Co | 54,879 | $1,099 萬 | 3.77% | −987−1.8% | 減碼 |
| Equitable Trust Co | 54,770 | $1,097 萬 | 0.76% | +6,978+14.6% | 加碼 |
| Worldquant Millennium Advisors LLC | 54,625 | $1,094 萬 | 0.13% | +30,014+122.0% | 加碼 |
| Harbor Investment Advisory, LLC | 68,374 | $1,094 萬 | 1.14% | +2,631+4.0% | 加碼 |
| Trueblood Wealth Management, LLC | 54,544 | $1,093 萬 | 6.26% | −2,108−3.7% | 減碼 |
| Capital Analysts, LLC | 54,516 | $1,092 萬 | 0.51% | −1,478−2.6% | 減碼 |
| Optiver Holding B.V. | 54,490 | $1,091 萬 | 0.45% | −86,535−61.4% | 減碼 |
| Strategic Wealth Partners, Ltd. | 54,404 | $1,090 萬 | 1.20% | +2,698+5.2% | 加碼 |
| Mission Wealth Management, LP | 54,386 | $1,089 萬 | 0.29% | +20,007+58.2% | 加碼 |
| Inlet Private Wealth, LLC | 54,371 | $1,089 萬 | 3.04% | −1,225−2.2% | 減碼 |
| Fundamentun, LLC | 54,225 | $1,086 萬 | 1.06% | −1,475−2.6% | 減碼 |
| Ninety One SA (PTY) Ltd | 54,312 | $1,085 萬 | 1.56% | −113,052−67.5% | 減碼 |
| Greenwood Capital Associates LLC | 54,141 | $1,084 萬 | 1.44% | −7,105−11.6% | 減碼 |
| Mirador Capital Partners LP | 53,922 | $1,080 萬 | 2.06% | +2,646+5.2% | 加碼 |
| NorthRock Partners, LLC | 57,420 | $1,077 萬 | 0.41% | +6,538+12.8% | 加碼 |
| AMG National Trust Bank | 53,754 | $1,077 萬 | 0.31% | +1,302+2.5% | 加碼 |
| IHT Wealth Management, LLC | 53,679 | $1,075 萬 | 0.43% | −2,301−4.1% | 減碼 |
| Executive Wealth Management, LLC | 53,981 | $1,074 萬 | 0.94% | +41,902+346.9% | 加碼 |
| Pittenger & Anderson Inc | 53,531 | $1,072 萬 | 0.44% | −121−0.2% | 減碼 |