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 |
|---|---|---|---|---|---|
| B & T Capital Management DBA Alpha Capital Management | 46,015 | $921.7 萬 | 1.80% | −2,045−4.3% | 減碼 |
| Old Second National Bank of Aurora | 46,000 | $921.4 萬 | 2.39% | −1,667−3.5% | 減碼 |
| Lake Street Financial LLC | 45,985 | $921.1 萬 | 1.27% | +5,779+14.4% | 加碼 |
| Walter & Keenan Financial Consulting Co | 45,984 | $921.1 萬 | 3.02% | −649−1.4% | 減碼 |
| Hixon Zuercher, LLC | 45,917 | $919.7 萬 | 3.89% | +443+1.0% | 加碼 |
| Shepherd Financial Partners LLC | 45,898 | $919.3 萬 | 1.20% | +979+2.2% | 加碼 |
| Stony Point Wealth Management Inc. | 45,886 | $919.1 萬 | 4.00% | −4,940−9.7% | 減碼 |
| Pitcairn Co | 45,768 | $916.7 萬 | 0.59% | +4,464+10.8% | 加碼 |
| Principal Street Partners, LLC | 45,819 | $915.6 萬 | 1.73% | +10,333+29.1% | 加碼 |
| Covington Investment Advisors Inc. | 45,680 | $915.0 萬 | 1.49% | −845−1.8% | 減碼 |
| Kinneret Advisory, LLC | 45,634 | $914.0 萬 | 0.91% | −142−0.3% | 減碼 |
| Northwest Bancshares, Inc. | 45,620 | $913.8 萬 | 1.44% | +656+1.5% | 加碼 |
| Ipswich Investment Management Co., Inc. | 45,544 | $912.3 萬 | 2.14% | +277+0.6% | 加碼 |
| Garland Capital Management Inc | 45,500 | $911.4 萬 | 6.04% | −520−1.1% | 減碼 |
| Texas Capital Bank Wealth Management Services Inc | 45,496 | $911.3 萬 | 1.00% | −6,025−11.7% | 減碼 |
| Schechter Investment Advisors, LLC | 45,475 | $910.9 萬 | 0.68% | −62−0.1% | 減碼 |
| Farmers & Merchants Trust Co of Long Beach | 45,401 | $909.4 萬 | 2.25% | −918−2.0% | 減碼 |
| Brown Miller Wealth Management, LLC | 45,284 | $907.1 萬 | 4.00% | +1,359+3.1% | 加碼 |
| Stokes Capital Advisors, LLC | 45,219 | $905.7 萬 | 2.63% | −378−0.8% | 減碼 |
| Parthenon LLC | 45,199 | $905.3 萬 | 1.15% | +453+1.0% | 加碼 |
| Atomi Financial Group, Inc. | 45,179 | $904.9 萬 | 0.84% | +5,851+14.9% | 加碼 |
| Exane Asset Management | 45,142 | $904.2 萬 | 6.98% | −81,658−64.4% | 減碼 |
| Freemont Management S.A. | 45,100 | $903.4 萬 | 1.39% | −14,000−23.7% | 減碼 |
| Abbrea Capital, LLC | 45,098 | $903.3 萬 | 1.19% | −550−1.2% | 減碼 |
| Trajan Wealth LLC | 45,032 | $902.0 萬 | 0.61% | +45,032 | 新進 |
| Canal Capital Management, LLC | 45,018 | $901.7 萬 | 1.51% | +331+0.7% | 加碼 |
| Independence Bank of Kentucky | 45,017 | $901.7 萬 | 2.70% | +9,054+25.2% | 加碼 |
| Premier Fund Managers Ltd | 45,109 | $900.0 萬 | 0.36% | 00.0% | 不變 |
| McRae Capital Management Inc | 44,767 | $896.7 萬 | 1.96% | −635−1.4% | 減碼 |
| Duncker Streett & Co Inc | 44,703 | $895.4 萬 | 1.77% | −115−0.3% | 減碼 |
| Nelson Capital Management, LLC | 44,638 | $894.1 萬 | 1.71% | −614−1.4% | 減碼 |
| Bogart Wealth, LLC | 44,529 | $891.9 萬 | 0.46% | +6,677+17.6% | 加碼 |
| Waldron Private Wealth LLC | 44,460 | $890.5 萬 | 0.40% | +2,231+5.3% | 加碼 |
| Oxford Financial Group Ltd | 44,447 | $890.3 萬 | 0.62% | +171+0.4% | 加碼 |
| Boyer & Corporon Wealth Management, LLC | 44,423 | $889.8 萬 | 3.06% | −15,129−25.4% | 減碼 |
| City Holding Co | 44,360 | $888.5 萬 | 1.33% | +958+2.2% | 加碼 |
| Graypoint LLC | 44,340 | $888.1 萬 | 0.64% | +765+1.8% | 加碼 |
| Elk River Wealth Management, LLC | 44,276 | $886.9 萬 | 1.80% | −4,850−9.9% | 減碼 |
| RPG Investment Advisory, LLC | 44,255 | $886.4 萬 | 1.33% | −44−0.1% | 減碼 |
| NBC Securities, Inc. | 44,232 | $885.9 萬 | 0.83% | +917+2.1% | 加碼 |
| Flagship Harbor Advisors, LLC | 44,199 | $885.3 萬 | 0.57% | −359−0.8% | 減碼 |
| Boyd Watterson Asset Management LLC | 44,194 | $885.2 萬 | 3.17% | +139+0.3% | 加碼 |
| Private Trust Co NA | 44,005 | $881.4 萬 | 0.95% | −2,635−5.6% | 減碼 |
| Colonial Trust Co | 43,904 | $879.4 萬 | 1.65% | +740+1.7% | 加碼 |
| First Interstate Bank | 43,802 | $877.4 萬 | 0.61% | −2,003−4.4% | 減碼 |
| Community Financial Services Group, LLC | 43,712 | $875.6 萬 | 1.99% | +43,712 | 新進 |
| Granite Investment Partners, LLC | 43,630 | $873.9 萬 | 0.33% | 00.0% | 不變 |
| Asset Planning Services Inc | 43,577 | $872.8 萬 | 4.88% | −565−1.3% | 減碼 |
| Fifth Third Wealth Advisors LLC | 43,557 | $872.4 萬 | 1.36% | +9,273+27.0% | 加碼 |
| Summit Trail Advisors, LLC | 43,352 | $868.3 萬 | 0.23% | +11,813+37.5% | 加碼 |
| Peterson Wealth Services | 43,230 | $865.9 萬 | 3.15% | −1,491−3.3% | 減碼 |
| SevenBridge Financial Group, LLC | 45,444 | $865.8 萬 | 1.96% | −1,804−3.8% | 減碼 |
| Beacon Financial Group | 43,196 | $865.2 萬 | 0.99% | −1,115−2.5% | 減碼 |
| Marex Group plc | 43,192 | $865.1 萬 | 0.28% | −7,773−15.3% | 減碼 |
| ExodusPoint Capital Management, LP | 43,159 | $864.5 萬 | 0.11% | +43,159 | 新進 |
| Advocate Group LLC | 43,156 | $864.4 萬 | 1.72% | +4,446+11.5% | 加碼 |
| Harvey Capital Management Inc | 43,142 | $864.1 萬 | 2.53% | −100−0.2% | 減碼 |
| Girard Partners Ltd. | 43,044 | $862.2 萬 | 0.81% | −30,349−41.4% | 減碼 |
| Sage Mountain Advisors LLC | 42,994 | $861.2 萬 | 0.90% | +806+1.9% | 加碼 |
| Strategic Advisors LLC | 42,814 | $857.6 萬 | 1.69% | −1,545−3.5% | 減碼 |
| Baader Bank INC | 42,716 | $855.6 萬 | 0.70% | −1,690−3.8% | 減碼 |
| Intrust Bank NA | 42,646 | $854.2 萬 | 0.92% | −764−1.8% | 減碼 |
| American Trust | 42,592 | $853.1 萬 | 0.78% | −2,565−5.7% | 減碼 |
| Townsend Asset Management Corp | 42,541 | $852.1 萬 | 3.39% | +1,052+2.5% | 加碼 |
| Maltese Capital Management LLC | 42,500 | $851.3 萬 | 1.64% | +36,000+553.8% | 加碼 |
| Concentric Wealth Management, LLC | 42,500 | $851.3 萬 | 2.27% | −423−1.0% | 減碼 |
| GQG Partners LLC | 42,385 | $849.0 萬 | 0.01% | +796+1.9% | 加碼 |
| Traynor Capital Management, Inc. | 42,325 | $847.8 萬 | 0.81% | +712+1.7% | 加碼 |
| Kavar Capital Partners Group, LLC | 42,300 | $847.3 萬 | 1.56% | −41,090−49.3% | 減碼 |
| Arrow Financial Corp | 42,141 | $844.1 萬 | 0.84% | −2,615−5.8% | 減碼 |
| Bradley & Co. Private Wealth Management, LLC | 41,947 | $840.2 萬 | 6.79% | +1,728+4.3% | 加碼 |
| Jacobi Capital Management LLC | 41,906 | $839.4 萬 | 0.78% | −5,775−12.1% | 減碼 |
| Concord Investment Counsel Inc. | 41,836 | $838.0 萬 | 3.02% | +41,836 | 新進 |
| Wetzel Investment Advisors, Inc. | 46,227 | $837.9 萬 | 4.93% | −788−1.7% | 減碼 |
| Brighton Jones LLC | 41,771 | $836.7 萬 | 0.30% | +1,122+2.8% | 加碼 |
| Arvest Investments, Inc. | 41,658 | $834.4 萬 | 1.32% | −4,142−9.0% | 減碼 |
| Providence Capital Advisors, LLC | 41,548 | $832.2 萬 | 1.82% | +690+1.7% | 加碼 |
| Beverly Hills Private Wealth, LLC | 41,530 | $831.8 萬 | 1.92% | +775+1.9% | 加碼 |
| Mandatum Life Insurance Co Ltd | 41,502 | $831.3 萬 | 2.78% | 00.0% | 不變 |
| Optimas Capital Ltd | 41,500 | $831.2 萬 | 7.27% | +30,047+262.4% | 加碼 |
| First Nebraska Trust Co | 41,455 | $830.3 萬 | 0.86% | −120−0.3% | 減碼 |
| DT Investment Partners, LLC | 41,432 | $829.9 萬 | 0.84% | −125−0.3% | 減碼 |
| Concentric Capital Strategies, LP | 41,395 | $829.1 萬 | 0.53% | −14,846−26.4% | 減碼 |
| AlTi Global, Inc. | 41,427 | $828.7 萬 | 0.23% | −2,977−6.7% | 減碼 |
| Global Wealth Management Investment Advisory, Inc. | 41,366 | $828.6 萬 | 2.03% | −1,933−4.5% | 減碼 |
| Claro Advisors LLC | 41,339 | $828.0 萬 | 1.44% | +574+1.4% | 加碼 |
| Unison Asset Management LLC | 41,180 | $824.8 萬 | 4.32% | −335−0.8% | 減碼 |
| Hilltop Holdings Inc. | 41,150 | $824.2 萬 | 0.92% | −3,702−8.3% | 減碼 |
| Confluence Wealth Services, Inc. | 41,133 | $823.9 萬 | 0.74% | +1,103+2.8% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 41,063 | $822.5 萬 | 0.88% | +454+1.1% | 加碼 |
| Selway Asset Management | 41,037 | $822.0 萬 | 3.28% | −80−0.2% | 減碼 |
| RBF Capital, LLC | 41,000 | $821.2 萬 | 0.46% | 00.0% | 不變 |
| Fusion Capital, LLC | 40,945 | $820.1 萬 | 3.75% | −799−1.9% | 減碼 |
| Chronos Wealth Management, LLC | 40,695 | $815.1 萬 | 4.77% | −144−0.4% | 減碼 |
| Jaffetilchin Investment Partners, LLC | 40,440 | $810.0 萬 | 0.73% | +1,597+4.1% | 加碼 |
| Alpha Omega Wealth Management LLC | 40,367 | $808.6 萬 | 1.50% | −1,806−4.3% | 減碼 |
| Parcion Private Wealth LLC | 40,324 | $807.7 萬 | 0.71% | −1,104−2.7% | 減碼 |
| Bristlecone Advisors, LLC | 40,234 | $805.9 萬 | 0.71% | −309−0.8% | 減碼 |
| Hennessy Advisors Inc | 40,200 | $805.2 萬 | 0.34% | −17,550−30.4% | 減碼 |
| Hilton Capital Management, LLC | 40,162 | $804.4 萬 | 0.72% | +45+0.1% | 加碼 |