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 |
|---|---|---|---|---|---|
| Legacy Trust | 40,088 | $803.0 萬 | 2.00% | +3,584+9.8% | 加碼 |
| PDS Planning, Inc | 40,044 | $802.1 萬 | 0.84% | +1,882+4.9% | 加碼 |
| Summerhill Capital Management lnc. | 40,037 | $801.9 萬 | 5.10% | +40,037 | 新進 |
| Quattro Financial Advisors LLC | 40,000 | $801.2 萬 | 2.28% | +40,000 | 新進 |
| McDonald Partners LLC | 39,913 | $799.5 萬 | 2.20% | −2,297−5.4% | 減碼 |
| Independent Financial Group, LLC | 39,844 | $798.1 萬 | 0.37% | +5,827+17.1% | 加碼 |
| Owen LaRue, LLC | 39,791 | $797.0 萬 | 4.99% | +12,434+45.5% | 加碼 |
| Hohimer Wealth Management, LLC | 39,728 | $795.8 萬 | 1.86% | +1,226+3.2% | 加碼 |
| Berkshire Bank | 39,723 | $795.7 萬 | 1.98% | −2,084−5.0% | 減碼 |
| Legacy Financial Advisors, Inc. | 39,714 | $795.5 萬 | 1.43% | −1,463−3.6% | 減碼 |
| Vise Technologies, Inc. | 39,663 | $794.4 萬 | 1.56% | +10,571+36.3% | 加碼 |
| Citizens National Bank Trust Department | 39,636 | $793.9 萬 | 1.84% | −380−0.9% | 減碼 |
| J.W. Cole Advisors, Inc. | 39,638 | $793.4 萬 | 0.40% | +740+1.9% | 加碼 |
| Insigneo Advisory Services, LLC | 39,304 | $787.3 萬 | 0.94% | +634+1.6% | 加碼 |
| YHB Investment Advisors, Inc. | 39,232 | $785.8 萬 | 0.70% | +1,598+4.2% | 加碼 |
| McKinley Capital Management LLC /Delaware | 39,230 | $785.8 萬 | 0.94% | −3,290−7.7% | 減碼 |
| Giverny Capital Inc.大師吉維尼資本 | 39,203 | $785.2 萬 | 0.32% | +2,430+6.6% | 加碼 |
| Chemistry Wealth Management LLC | 39,084 | $782.8 萬 | 2.11% | +1,910+5.1% | 加碼 |
| Capital Asset Advisory Services LLC | 39,616 | $782.2 萬 | 0.45% | −202−0.5% | 減碼 |
| Lorne Steinberg Wealth Management Inc. | 39,031 | $781.8 萬 | 2.44% | +82+0.2% | 加碼 |
| Van Strum & Towne Inc. | 39,029 | $781.8 萬 | 2.86% | −370−0.9% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 39,012 | $781.4 萬 | 0.43% | −76−0.2% | 減碼 |
| Summit Financial, LLC | 38,959 | $780.4 萬 | 0.46% | −5,326−12.0% | 減碼 |
| Cornercap Investment Counsel Inc | 38,811 | $777.4 萬 | 1.20% | −343−0.9% | 減碼 |
| Claar Advisors LLC | 38,800 | $777.2 萬 | 2.50% | 00.0% | 不變 |
| Anchor Investment Management, LLC | 38,798 | $777.1 萬 | 0.81% | +3,923+11.2% | 加碼 |
| Empire Financial Management Company, LLC | 38,752 | $776.2 萬 | 2.57% | +777+2.0% | 加碼 |
| Mechanics Bank Trust Department | 38,750 | $776.2 萬 | 1.14% | +116+0.3% | 加碼 |
| Soltis Investment Advisors LLC | 38,712 | $775.4 萬 | 0.87% | −5,969−13.4% | 減碼 |
| Arjuna Capital | 38,610 | $773.4 萬 | 2.19% | +1,761+4.8% | 加碼 |
| Westover Capital Advisors, LLC | 38,531 | $771.8 萬 | 2.26% | −693−1.8% | 減碼 |
| Checchi Capital Advisers, LLC | 38,519 | $771.5 萬 | 0.60% | +288+0.8% | 加碼 |
| Howland Capital Management LLC | 38,456 | $770.3 萬 | 0.37% | −992−2.5% | 減碼 |
| Allen Capital Group, LLC | 38,439 | $769.9 萬 | 1.12% | +632+1.7% | 加碼 |
| Martin Capital Partners, LLC | 38,419 | $769.5 萬 | 2.95% | −16,480−30.0% | 減碼 |
| Peloton Wealth Strategists | 38,413 | $769.4 萬 | 3.13% | +105+0.3% | 加碼 |
| Advanced Asset Management Advisors Inc | 38,303 | $767.2 萬 | 1.90% | +10.0% | 加碼 |
| Qtron Investments LLC | 38,295 | $767.0 萬 | 1.09% | +2,887+8.2% | 加碼 |
| BBR Partners, LLC | 38,230 | $765.7 萬 | 0.61% | +12,793+50.3% | 加碼 |
| IFP Advisors, Inc | 36,405 | $765.4 萬 | 0.34% | −6,572−15.3% | 減碼 |
| DLK Investment Management, LLC | 38,118 | $763.5 萬 | 3.25% | −109−0.3% | 減碼 |
| Philadelphia Trust Co | 38,064 | $762.4 萬 | 0.61% | +1,710+4.7% | 加碼 |
| Essex LLC | 37,988 | $760.9 萬 | 1.75% | −468−1.2% | 減碼 |
| CAPROCK Group, Inc. | 37,930 | $759.7 萬 | 0.44% | +855+2.3% | 加碼 |
| Evexia Wealth LLC | 41,351 | $755.9 萬 | 3.11% | −4,752−10.3% | 減碼 |
| tru Independence LLC | 37,695 | $755.0 萬 | 2.22% | −1,090−2.8% | 減碼 |
| Copeland Capital Management, LLC | 37,690 | $754.9 萬 | 0.14% | +37,190+7,438.0% | 加碼 |
| Boston Research & Management Inc | 37,689 | $754.9 萬 | 1.87% | −392−1.0% | 減碼 |
| Teza Capital Management LLC | 37,547 | $752.1 萬 | 1.00% | +3,523+10.4% | 加碼 |
| Ami Investment Management Inc | 37,536 | $751.9 萬 | 2.73% | −379−1.0% | 減碼 |
| Somerset Trust Co | 37,468 | $750.5 萬 | 3.06% | −220−0.6% | 減碼 |
| BIT Capital GmbH | 37,184 | $744.8 萬 | 0.66% | +37,184 | 新進 |
| Bridgewater Advisors Inc. | 37,120 | $743.5 萬 | 1.11% | −505−1.3% | 減碼 |
| Institutional & Family Asset Management, LLC | 37,067 | $742.4 萬 | 1.19% | −4,899−11.7% | 減碼 |
| Harbor Advisory Corp | 37,042 | $742.0 萬 | 2.53% | −200−0.5% | 減碼 |
| Concorde Financial Corp | 37,016 | $741.4 萬 | 6.74% | −1,689−4.4% | 減碼 |
| Security National Bank | 36,998 | $741.1 萬 | 1.12% | +175+0.5% | 加碼 |
| First Personal Financial Services | 36,954 | $740.2 萬 | 1.72% | −302−0.8% | 減碼 |
| Manhattan West Asset Management, LLC | 36,893 | $739.0 萬 | 1.77% | +4,188+12.8% | 加碼 |
| PFG Advisors | 36,871 | $738.5 萬 | 0.54% | −666−1.8% | 減碼 |
| Systematic Alpha Investments, LLC | 36,804 | $737.2 萬 | 0.30% | 00.0% | 不變 |
| White Pine Investment CO | 36,681 | $734.7 萬 | 2.17% | −1,045−2.8% | 減碼 |
| Sitrin Capital Management LLC | 36,670 | $734.5 萬 | 4.01% | −724−1.9% | 減碼 |
| Baugh & Associates, LLC | 36,622 | $733.5 萬 | 3.90% | +300+0.8% | 加碼 |
| Exchange Capital Management, Inc. | 36,504 | $731.2 萬 | 1.19% | −459−1.2% | 減碼 |
| New Hampshire Trust | 36,264 | $726.4 萬 | 1.70% | −226−0.6% | 減碼 |
| TFG Advisers LLC | 36,233 | $725.7 萬 | 2.84% | +283+0.8% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 36,231 | $725.7 萬 | 0.58% | −44,675−55.2% | 減碼 |
| Fidelis Capital Partners, LLC | 36,210 | $725.3 萬 | 1.10% | +5,884+19.4% | 加碼 |
| Founders Capital Management | 36,189 | $724.9 萬 | 4.90% | −679−1.8% | 減碼 |
| Bowen Hanes & Co Inc | 36,185 | $724.8 萬 | 0.21% | −350−1.0% | 減碼 |
| Grey Street Capital, LLC | 36,153 | $724.1 萬 | 0.98% | +29,159+416.9% | 加碼 |
| Mount Yale Investment Advisors, LLC | 36,123 | $723.6 萬 | 0.56% | +20,822+136.1% | 加碼 |
| Souders Financial Advisors | 36,118 | $723.4 萬 | 1.14% | −4,504−11.1% | 減碼 |
| Belpointe Asset Management LLC | 36,075 | $722.6 萬 | 0.54% | +3,784+11.7% | 加碼 |
| Excalibur Management Corp | 36,076 | $722.6 萬 | 3.06% | +62+0.2% | 加碼 |
| Parkwood LLC | 36,040 | $721.9 萬 | 0.76% | −1,236−3.3% | 減碼 |
| Capital Insight Partners, LLC | 35,985 | $720.8 萬 | 1.35% | −383−1.1% | 減碼 |
| Strategic Blueprint, LLC | 35,741 | $715.9 萬 | 0.51% | +1,489+4.3% | 加碼 |
| Chiron Investment Management, LLC | 35,661 | $714.3 萬 | 3.10% | +35,661 | 新進 |
| Capital Investment Counsel, LLC | 35,590 | $712.9 萬 | 1.53% | +15,439+76.6% | 加碼 |
| Cordatus Wealth Management LLC | 35,555 | $712.1 萬 | 5.16% | −55−0.2% | 減碼 |
| Turtle Creek Wealth Advisors, LLC | 35,528 | $711.6 萬 | 1.75% | +1,748+5.2% | 加碼 |
| Guyasuta Investment Advisors Inc | 41,829 | $711.5 萬 | 0.52% | 00.0% | 不變 |
| Blue Fin Capital, Inc. | 35,450 | $710.1 萬 | 1.58% | −277−0.8% | 減碼 |
| QV Investors Inc. | 35,310 | $707.3 萬 | 0.61% | −8,130−18.7% | 減碼 |
| Gifford Fong Associates | 35,296 | $707.0 萬 | 1.95% | 00.0% | 不變 |
| International Assets Investment Management, LLC | 608,675 | $706.1 萬 | 0.74% | +285,143+88.1% | 加碼 |
| SPC Financial, Inc. | 35,219 | $705.4 萬 | 0.66% | −2,409−6.4% | 減碼 |
| Brick & Kyle, Associates | 35,554 | $705.0 萬 | 3.12% | −629−1.7% | 減碼 |
| Paradiem, LLC | 35,174 | $704.5 萬 | 1.74% | 00.0% | 不變 |
| Horan Capital Advisors, LLC. | 35,166 | $704.4 萬 | 2.50% | −318−0.9% | 減碼 |
| Lockheed Martin Investment Management Co | 38,740 | $703.6 萬 | 0.51% | +21,990+131.3% | 加碼 |
| Schmidt P J Investment Management Inc | 35,128 | $703.6 萬 | 1.33% | −621−1.7% | 減碼 |
| Werlinich Asset Management, LLC | 35,197 | $702.3 萬 | 4.58% | −2,000−5.4% | 減碼 |
| Lindbrook Capital, LLC | 35,052 | $702.1 萬 | 0.66% | −1,022−2.8% | 減碼 |
| Tradewinds, LLC. | 34,990 | $700.9 萬 | 6.21% | +34,990 | 新進 |
| Sentinel Trust Co Lba | 34,974 | $700.5 萬 | 0.91% | 00.0% | 不變 |
| Augustine Asset Management Inc | 34,928 | $699.6 萬 | 2.92% | −216−0.6% | 減碼 |
| Cottage Street Advisors LLC | 34,901 | $699.1 萬 | 4.24% | −210−0.6% | 減碼 |