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 |
|---|---|---|---|---|---|
| Bill Few Associates, Inc. | 34,883 | $698.7 萬 | 2.83% | +974+2.9% | 加碼 |
| Ameritas Investment Partners, Inc. | 34,673 | $694.5 萬 | 0.24% | −1,011−2.8% | 減碼 |
| Pathway Financial Advisers, LLC | 34,638 | $693.8 萬 | 2.50% | −1,978−5.4% | 減碼 |
| McBroom & Associates, LLC | 34,600 | $693.0 萬 | 4.56% | −398−1.1% | 減碼 |
| Kingswood Wealth Advisors, LLC | 34,526 | $691.6 萬 | 0.80% | −7,291−17.4% | 減碼 |
| Soros Fund Management LLC大師索羅斯基金管理 | 34,500 | $691.0 萬 | 0.16% | +34,500 | 新進 |
| Paradigm Financial Partners, LLC | 34,317 | $687.4 萬 | 1.48% | +489+1.4% | 加碼 |
| Marcum Wealth, LLC | 34,208 | $685.2 萬 | 0.69% | −935−2.7% | 減碼 |
| Little House Capital LLC | 34,192 | $684.9 萬 | 2.27% | +2,821+9.0% | 加碼 |
| Trust Asset Management LLC | 34,101 | $683.0 萬 | 0.60% | −90−0.3% | 減碼 |
| MSA Advisors, LLC | 34,100 | $683.0 萬 | 2.04% | −3,050−8.2% | 減碼 |
| Palmer Knight Co | 34,064 | $682.3 萬 | 3.32% | +735+2.2% | 加碼 |
| DCM Advisors, LLC | 34,060 | $682.2 萬 | 2.81% | −9,640−22.1% | 減碼 |
| Stone Point Wealth LLC | 34,049 | $682.0 萬 | 2.37% | −1,591−4.5% | 減碼 |
| Argyle Capital Management Inc. | 33,927 | $679.6 萬 | 2.63% | −1,400−4.0% | 減碼 |
| Aquatic Capital Management LLC | 33,900 | $679.0 萬 | 0.22% | −217,900−86.5% | 減碼 |
| Imprint Wealth LLC | 34,120 | $678.8 萬 | 1.65% | +21,596+172.4% | 加碼 |
| Alexander Labrunerie & Co., Inc. | 33,713 | $675.3 萬 | 3.77% | +33,713 | 新進 |
| Roberts Wealth Advisors, LLC | 36,920 | $675.2 萬 | 2.52% | −147−0.4% | 減碼 |
| Johnson Financial Group, Inc. | 33,700 | $675.0 萬 | 0.36% | −586−1.7% | 減碼 |
| NTV Asset Management LLC | 33,690 | $674.8 萬 | 1.03% | +415+1.2% | 加碼 |
| Citizens Business Bank | 33,621 | $673.4 萬 | 1.40% | −545−1.6% | 減碼 |
| Patten Group, Inc. | 33,534 | $671.7 萬 | 1.65% | +110+0.3% | 加碼 |
| Ethic Inc. | 33,475 | $670.5 萬 | 0.17% | +1,283+4.0% | 加碼 |
| Globeflex Capital L P | 33,400 | $669.0 萬 | 0.65% | 00.0% | 不變 |
| Duff & Phelps Investment Management Co | 33,356 | $668.1 萬 | 0.08% | +1,134+3.5% | 加碼 |
| Mitchell McLeod Pugh & Williams Inc | 33,344 | $667.9 萬 | 1.61% | −18−0.1% | 減碼 |
| Susquehanna Portfolio Strategies, LLC | 33,300 | $667.0 萬 | 0.16% | −271,309−89.1% | 減碼 |
| Family Legacy, Inc. | 33,284 | $666.7 萬 | 2.40% | −674−2.0% | 減碼 |
| Amica Mutual Insurance Co | 33,128 | $663.6 萬 | 0.68% | −15,329−31.6% | 減碼 |
| Clarity Wealth Advisors, LLC | 33,090 | $662.8 萬 | 2.24% | +342+1.0% | 加碼 |
| Arete Wealth Advisors, LLC | 33,088 | $662.4 萬 | 0.61% | −1,774−5.1% | 減碼 |
| Centaurus Financial, Inc. | 33,068 | $662.4 萬 | 0.46% | +1,956+6.3% | 加碼 |
| WCG Wealth Advisors LLC | 33,028 | $661.6 萬 | 0.55% | −8,885−21.2% | 減碼 |
| Kentucky Farm Bureau Mutual Insurance Co | 33,000 | $661.0 萬 | 1.56% | 00.0% | 不變 |
| Monticello Wealth Management, LLC | 32,999 | $661.0 萬 | 0.60% | −1,937−5.5% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 32,973 | $660.4 萬 | 0.39% | +14,015+73.9% | 加碼 |
| Semmax Financial Advisors Inc. | 33,230 | $660.4 萬 | 2.17% | −6,635−16.6% | 減碼 |
| Bell & Brown Wealth Advisors, LLC | 32,965 | $660.3 萬 | 2.83% | −741−2.2% | 減碼 |
| Paradigm Asset Management Co LLC | 32,891 | $658.8 萬 | 1.67% | −400−1.2% | 減碼 |
| Moody National Bank Trust Division | 32,881 | $658.6 萬 | 0.52% | −330−1.0% | 減碼 |
| L2 Asset Management, LLC | 32,876 | $658.5 萬 | 2.16% | +1,274+4.0% | 加碼 |
| Ahl Investment Management, Inc. | 32,800 | $657.0 萬 | 5.04% | −50−0.2% | 減碼 |
| Ransom Advisory, Ltd | 32,761 | $656.2 萬 | 3.50% | +32,761 | 新進 |
| Creegan & Nassoura Financial Group, LLC | 32,744 | $655.9 萬 | 4.39% | −375−1.1% | 減碼 |
| Udine Wealth Management, Inc. | 32,633 | $653.6 萬 | 4.56% | −6,003−15.5% | 減碼 |
| Forte Capital LLC | 32,534 | $651.7 萬 | 0.81% | −3,448−9.6% | 減碼 |
| Stonebrook Private Inc. | 32,527 | $651.5 萬 | 1.90% | +2,152+7.1% | 加碼 |
| Nikulski Financial, Inc. | 32,469 | $650.4 萬 | 2.16% | +10.0% | 加碼 |
| Inscription Capital, LLC | 32,315 | $647.3 萬 | 1.07% | +20,377+170.7% | 加碼 |
| Financial Advisory Service, Inc. | 32,271 | $646.4 萬 | 0.57% | +562+1.8% | 加碼 |
| IFG Advisory, LLC | 32,234 | $645.7 萬 | 0.48% | +245+0.8% | 加碼 |
| Greenline Partners, LLC | 32,220 | $645.4 萬 | 1.03% | −386−1.2% | 減碼 |
| Csenge Advisory Group | 32,209 | $645.1 萬 | 0.36% | +45+0.1% | 加碼 |
| Field & Main Bank | 32,159 | $644.1 萬 | 2.50% | −52−0.2% | 減碼 |
| Gunn & Co Investment Management, Inc. | 32,074 | $642.4 萬 | 4.83% | −354,185−91.7% | 減碼 |
| Pegasus Asset Management, Inc. | 31,967 | $640.3 萬 | 2.48% | +198+0.6% | 加碼 |
| Exencial Wealth Advisors, LLC | 31,966 | $640.3 萬 | 0.24% | +2,199+7.4% | 加碼 |
| E&G Advisors, LP | 31,962 | $639.5 萬 | 2.01% | +614+2.0% | 加碼 |
| Valmark Advisers, Inc. | 31,872 | $638.4 萬 | 0.11% | +1,758+5.8% | 加碼 |
| Arden Trust Co | 31,848 | $637.9 萬 | 0.89% | −185−0.6% | 減碼 |
| Chapin Davis, Inc. | 31,835 | $637.7 萬 | 2.33% | −463−1.4% | 減碼 |
| West Branch Capital LLC | 31,824 | $637.4 萬 | 2.57% | +1,641+5.4% | 加碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 31,736 | $635.7 萬 | 2.64% | −614−1.9% | 減碼 |
| Leith Wheeler Investment Counsel Ltd. | 31,684 | $634.6 萬 | 0.62% | −23,287−42.4% | 減碼 |
| Brooks, Moore & Associates, Inc. | 31,665 | $634.3 萬 | 4.07% | −125−0.4% | 減碼 |
| Nilsine Partners, LLC | 31,665 | $634.3 萬 | 0.87% | +3,080+10.8% | 加碼 |
| Addison Capital Co | 31,650 | $633.9 萬 | 3.15% | +3,956+14.3% | 加碼 |
| Washington Trust Advisors, Inc. | 31,637 | $633.7 萬 | 0.58% | −507−1.6% | 減碼 |
| Western Wealth Management, LLC | 31,608 | $633.1 萬 | 0.49% | −19,323−37.9% | 減碼 |
| Wedmont Private Capital | 32,102 | $632.9 萬 | 0.46% | +1,662+5.5% | 加碼 |
| Bank of New Hampshire | 31,588 | $632.7 萬 | 1.66% | −40.0% | 減碼 |
| Coastline Trust Co | 31,544 | $631.8 萬 | 0.76% | +8,517+37.0% | 加碼 |
| Lincoln Capital LLC | 31,475 | $630.4 萬 | 1.40% | −213−0.7% | 減碼 |
| WealthPLAN Partners, LLC | 31,447 | $629.9 萬 | 0.65% | −1,745−5.3% | 減碼 |
| Eudaimonia Partners, LLC | 31,403 | $629.0 萬 | 1.50% | +30+0.1% | 加碼 |
| Everpar Advisors LLC | 31,374 | $628.4 萬 | 3.82% | −928−2.9% | 減碼 |
| Bedel Financial Consulting, Inc. | 31,341 | $627.8 萬 | 0.98% | +459+1.5% | 加碼 |
| Abbot Financial Management, Inc. | 31,320 | $627.3 萬 | 3.46% | −106−0.3% | 減碼 |
| Legacy CG, LLC | 31,292 | $626.8 萬 | 2.27% | −702−2.2% | 減碼 |
| Silvant Capital Management LLC | 31,284 | $626.6 萬 | 0.30% | 00.0% | 不變 |
| MidWestOne Financial Group, Inc. | 31,242 | $625.8 萬 | 1.12% | +35+0.1% | 加碼 |
| Beacon Harbor Wealth Advisors, Inc. | 31,177 | $624.5 萬 | 1.65% | −597−1.9% | 減碼 |
| Kovack Advisors, Inc. | 31,178 | $624.5 萬 | 0.76% | −6,133−16.4% | 減碼 |
| Ironvine Capital Partners, LLC | 31,164 | $624.2 萬 | 0.68% | 00.0% | 不變 |
| Churchill Management Corp | 30,987 | $620.7 萬 | 0.08% | −28−0.1% | 減碼 |
| EFG Asset Management (Americas) Corp. | 30,985 | $620.6 萬 | 1.89% | −15,098−32.8% | 減碼 |
| R.m.sincerbeaux Capital Management LLC | 30,970 | $620.3 萬 | 3.94% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 30,936 | $619.6 萬 | 1.00% | +3,017+10.8% | 加碼 |
| Cary Street Partners Asset Management LLC | 30,863 | $618.2 萬 | 0.96% | −1,219−3.8% | 減碼 |
| Argent Advisors, Inc. | 30,793 | $616.8 萬 | 2.44% | −463−1.5% | 減碼 |
| TRUE Private Wealth Advisors | 30,792 | $616.8 萬 | 0.71% | −6,524−17.5% | 減碼 |
| Farther Finance Advisors, LLC | 30,983 | $616.4 萬 | 0.37% | +3,884+14.3% | 加碼 |
| StoneX Group Inc. | 30,722 | $615.4 萬 | 0.55% | +2,111+7.4% | 加碼 |
| RDA Financial Network | 30,703 | $615.0 萬 | 2.11% | +198+0.6% | 加碼 |
| Prosperity Consulting Group, LLC | 30,683 | $614.6 萬 | 0.77% | +1,777+6.1% | 加碼 |
| Regal Investment Advisors LLC | 30,642 | $613.8 萬 | 0.42% | −1,739−5.4% | 減碼 |
| Chicago Trust Co NA | 30,620 | $613.3 萬 | 1.27% | +579+1.9% | 加碼 |
| Hamilton Point Investment Advisors, LLC | 30,570 | $612.3 萬 | 1.20% | −719−2.3% | 減碼 |
| 9258 Wealth Management, LLC | 30,560 | $612.1 萬 | 0.95% | +403+1.3% | 加碼 |