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 |
|---|---|---|---|---|---|
| Goelzer Investment Management, Inc. | 53,526 | $1,072 萬 | 0.61% | +2,209+4.3% | 加碼 |
| Plato Investment Management Ltd | 53,383 | $1,069 萬 | 1.11% | +49,313+1,211.6% | 加碼 |
| Asset Dedication, LLC | 53,315 | $1,068 萬 | 0.80% | +1,527+2.9% | 加碼 |
| Consolidated Planning Corp | 53,248 | $1,067 萬 | 1.82% | +2,202+4.3% | 加碼 |
| Fulton Bank, N.A. | 53,169 | $1,065 萬 | 0.44% | −823−1.5% | 減碼 |
| Capital Group Investment Management Pte. Ltd. | 53,152 | $1,065 萬 | 1.91% | −49,254−48.1% | 減碼 |
| Rench Wealth Management, Inc. | 52,993 | $1,061 萬 | 4.07% | −558−1.0% | 減碼 |
| Capstone Financial Advisors, Inc. | 52,959 | $1,061 萬 | 0.71% | +100+0.2% | 加碼 |
| Baldwin Investment Management, LLC | 52,957 | $1,061 萬 | 1.44% | +2,972+5.9% | 加碼 |
| Baker Ellis Asset Management LLC | 52,922 | $1,060 萬 | 1.58% | +625+1.2% | 加碼 |
| Fulcrum Capital LLC | 52,889 | $1,059 萬 | 2.51% | −1,041−1.9% | 減碼 |
| Arkadios Wealth Advisors | 52,676 | $1,055 萬 | 0.82% | +384+0.7% | 加碼 |
| Cutler Investment Counsel LLC | 52,435 | $1,050 萬 | 1.41% | +120.0% | 加碼 |
| NBW Capital LLC | 52,315 | $1,048 萬 | 2.14% | +1,351+2.7% | 加碼 |
| HGK Asset Management Inc | 52,286 | $1,047 萬 | 2.04% | +840+1.6% | 加碼 |
| Sumitomo Life Insurance Co | 52,257 | $1,047 萬 | 0.27% | −1,683−3.1% | 減碼 |
| Compass Wealth Management LLC | 52,232 | $1,046 萬 | 2.62% | −1,247−2.3% | 減碼 |
| KG&L Capital Management,LLC | 52,523 | $1,046 萬 | 4.15% | −480−0.9% | 減碼 |
| Ascent Wealth Partners, LLC | 52,143 | $1,044 萬 | 1.55% | +333+0.6% | 加碼 |
| Hodges Capital Management Inc. | 52,046 | $1,043 萬 | 0.67% | −11,216−17.7% | 減碼 |
| Gluskin Sheff & Assoc Inc | 51,988 | $1,041 萬 | 1.04% | −4,509−8.0% | 減碼 |
| Bray Capital Advisors | 51,812 | $1,038 萬 | 2.64% | −302−0.6% | 減碼 |
| Diversify Advisory Services, LLC | 52,087 | $1,036 萬 | 0.61% | +52,087 | 新進 |
| Wealthspire Advisors, LLC | 51,511 | $1,032 萬 | 0.14% | −3,024−5.5% | 減碼 |
| Ballast Advisors LLC | 51,425 | $1,030 萬 | 3.47% | −30−0.1% | 減碼 |
| Atlanta Consulting Group Advisors, LLC | 51,404 | $1,030 萬 | 3.56% | +51,404 | 新進 |
| Graves-Light Private Wealth Management, Inc. | 51,366 | $1,029 萬 | 1.19% | −11,422−18.2% | 減碼 |
| Intact Investment Management Inc. | 51,300 | $1,028 萬 | 0.41% | −600−1.2% | 減碼 |
| Genus Capital Management Inc. | 51,286 | $1,027 萬 | 1.33% | +51,286 | 新進 |
| Steward Partners Investment Solutions, LLC | 51,081 | $1,023 萬 | 1.72% | +27,245+114.3% | 加碼 |
| Buckingham Strategic Partners | 52,789 | $1,022 萬 | 0.30% | +37,148+237.5% | 加碼 |
| Pacific Global Investment Management CO | 51,035 | $1,022 萬 | 1.95% | −1,302−2.5% | 減碼 |
| Miramar Capital, LLC | 53,275 | $1,022 萬 | 2.58% | −27,278−33.9% | 減碼 |
| Brave Asset Management Inc | 50,983 | $1,021 萬 | 2.65% | −1,292−2.5% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 50,982 | $1,021 萬 | 0.47% | +11,578+29.4% | 加碼 |
| XML Financial, LLC | 50,976 | $1,021 萬 | 1.05% | −8,132−13.8% | 減碼 |
| Wealthcare Advisory Partners LLC | 50,960 | $1,021 萬 | 0.33% | +11,572+29.4% | 加碼 |
| Banque Pictet & Cie SA | 50,860 | $1,019 萬 | 0.11% | +8,452+19.9% | 加碼 |
| Teamwork Financial Advisors, LLC | 50,739 | $1,016 萬 | 1.56% | +48,304+1,983.7% | 加碼 |
| Magnus Financial Group LLC | 50,734 | $1,016 萬 | 1.21% | +4,723+10.3% | 加碼 |
| Bridge Creek Capital Management LLC | 50,534 | $1,012 萬 | 3.24% | −586−1.1% | 減碼 |
| American National Bank | 50,501 | $1,012 萬 | 1.34% | −787−1.5% | 減碼 |
| Stablepoint Partners, LLC | 50,398 | $1,009 萬 | 2.05% | +6,958+16.0% | 加碼 |
| Marietta Wealth Management, LLC | 50,388 | $1,009 萬 | 1.67% | −1,251−2.4% | 減碼 |
| Claudia M.P. Batlle, CRP (R) LLC | 50,374 | $1,009 萬 | 3.04% | +775+1.6% | 加碼 |
| Jamison Private Wealth Management, Inc. | 50,265 | $1,007 萬 | 1.70% | +968+2.0% | 加碼 |
| Smithbridge Asset Management Inc | 50,236 | $1,006 萬 | 2.08% | −665−1.3% | 減碼 |
| Frisch Financial Group, Inc. | 50,213 | $1,006 萬 | 3.34% | −1,790−3.4% | 減碼 |
| Dividend Assets Capital, LLC | 50,012 | $1,002 萬 | 2.11% | −2,642−5.0% | 減碼 |
| Meeder Advisory Services, Inc. | 49,850 | $998.5 萬 | 1.02% | +2,081+4.4% | 加碼 |
| Close Asset Management Ltd | 49,851 | $998.4 萬 | 0.36% | +4,196+9.2% | 加碼 |
| American Money Management, LLC | 49,779 | $997.1 萬 | 2.08% | −811−1.6% | 減碼 |
| DoubleLine ETF Adviser LP | 49,678 | $995.1 萬 | 2.53% | +1,269+2.6% | 加碼 |
| First Hawaiian Bank | 49,625 | $994.0 萬 | 0.31% | −3,065−5.8% | 減碼 |
| Laffer Tengler Investments | 49,615 | $993.8 萬 | 2.57% | +4,917+11.0% | 加碼 |
| Commonwealth Retirement Investments LLC | 49,564 | $992.8 萬 | 4.74% | −1,121−2.2% | 減碼 |
| AlphaCore Capital LLC | 49,505 | $991.6 萬 | 2.64% | −196−0.4% | 減碼 |
| American National Bank & Trust Co | 49,333 | $988.1 萬 | 2.33% | +49,333 | 新進 |
| Skylands Capital, LLC | 49,315 | $987.8 萬 | 1.36% | −7,135−12.6% | 減碼 |
| Whalerock Point Partners, LLC | 49,220 | $985.9 萬 | 2.69% | +1,424+3.0% | 加碼 |
| Patton Albertson Miller Group, LLC | 49,077 | $983.0 萬 | 1.47% | +1,852+3.9% | 加碼 |
| Wright Investors Service Inc | 49,047 | $982.4 萬 | 2.49% | −995−2.0% | 減碼 |
| First National Advisers, LLC | 53,728 | $981.8 萬 | 2.20% | +12,142+29.2% | 加碼 |
| Knights of Columbus Asset Advisors LLC | 48,992 | $981.3 萬 | 0.71% | +369+0.8% | 加碼 |
| Adalta Capital Management LLC | 48,989 | $981.2 萬 | 5.42% | +780+1.6% | 加碼 |
| Harbour Investments, Inc. | 48,917 | $979.8 萬 | 0.35% | +1,605+3.4% | 加碼 |
| Coerente Capital Management | 48,761 | $976.7 萬 | 1.85% | +5,527+12.8% | 加碼 |
| Earnest Partners LLC | 48,576 | $973.0 萬 | 0.04% | −38,781−44.4% | 減碼 |
| Ascent Group, LLC | 48,564 | $972.7 萬 | 0.86% | +1,132+2.4% | 加碼 |
| Harbour Capital Advisors, LLC | 48,760 | $969.6 萬 | 2.40% | +361+0.7% | 加碼 |
| Financial Partners Group, LLC | 48,347 | $968.4 萬 | 3.75% | +1,437+3.1% | 加碼 |
| Wellington Shields & Co., LLC | 48,332 | $968.1 萬 | 3.24% | +140.0% | 加碼 |
| Bangor Savings Bank | 48,312 | $967.7 萬 | 0.99% | −939−1.9% | 減碼 |
| Profund Advisors LLC | 48,127 | $964.0 萬 | 0.38% | +275+0.6% | 加碼 |
| McGinn Investment Management, Inc. | 47,965 | $960.7 萬 | 6.30% | −374−0.8% | 減碼 |
| Richard C. Young & CO., LTD. | 47,926 | $960.0 萬 | 1.21% | +47,926 | 新進 |
| Stokes Family Office, LLC | 47,874 | $958.9 萬 | 1.20% | −315−0.7% | 減碼 |
| Douglass Winthrop Advisors, LLC | 47,843 | $958.3 萬 | 0.20% | +4,503+10.4% | 加碼 |
| K.J. Harrison & Partners Inc | 47,794 | $957.3 萬 | 1.48% | +6,211+14.9% | 加碼 |
| Joel Isaacson & Co., LLC | 47,730 | $956.0 萬 | 0.52% | +4,759+11.1% | 加碼 |
| Wintrust Investments LLC | 47,661 | $954.7 萬 | 0.84% | +266+0.6% | 加碼 |
| Q Capital Solutions | 47,600 | $953.4 萬 | 4.14% | +7,519+18.8% | 加碼 |
| Boston Family Office LLC | 47,394 | $949.3 萬 | 0.68% | −1,570−3.2% | 減碼 |
| Community Bank & Trust, Waco, Texas | 47,380 | $949.0 萬 | 2.33% | +79+0.2% | 加碼 |
| Socorro Asset Management LP | 47,305 | $947.5 萬 | 3.62% | −9,016−16.0% | 減碼 |
| Schulhoff & Co Inc | 47,303 | $947.5 萬 | 4.15% | −167−0.4% | 減碼 |
| Quadrant Capital Group LLC | 47,220 | $945.8 萬 | 0.75% | +199+0.4% | 加碼 |
| Geneos Wealth Management Inc. | 47,220 | $945.8 萬 | 0.43% | −185−0.4% | 減碼 |
| DF Dent & Co Inc | 46,951 | $940.4 萬 | 0.11% | +21,266+82.8% | 加碼 |
| Wealth Advisory Solutions, LLC | 46,873 | $938.9 萬 | 2.43% | −3,056−6.1% | 減碼 |
| Dean Investment Associates, LLC | 46,731 | $936.0 萬 | 1.29% | −3,806−7.5% | 減碼 |
| Redmond Asset Management, LLC | 46,708 | $935.6 萬 | 2.97% | −3,837−7.6% | 減碼 |
| MN Wealth Advisors, LLC | 46,627 | $933.9 萬 | 5.78% | +11,274+31.9% | 加碼 |
| D L Carlson Investment Group Inc | 46,613 | $933.7 萬 | 1.82% | −1,044−2.2% | 減碼 |
| Ameritas Advisory Services, LLC | 47,694 | $931.0 萬 | 0.38% | +15,309+47.3% | 加碼 |
| Wittenberg Investment Management, Inc. | 46,412 | $929.6 萬 | 3.17% | −28−0.1% | 減碼 |
| Embree Financial Group | 46,353 | $928.5 萬 | 1.82% | −1,799−3.7% | 減碼 |
| WESPAC Advisors SoCal, LLC | 46,214 | $925.7 萬 | 2.42% | −785−1.7% | 減碼 |
| Strategic Global Advisors, LLC | 46,078 | $922.9 萬 | 1.99% | −2,670−5.5% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 48,712 | $922.7 萬 | 0.09% | −300−0.6% | 減碼 |