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 |
|---|---|---|---|---|---|
| Cigna Investments Inc | 30,546 | $611.8 萬 | 1.16% | −315−1.0% | 減碼 |
| Sandhill Capital Partners LLC | 30,504 | $611.0 萬 | 0.49% | −468−1.5% | 減碼 |
| Wealth Effects LLC | 30,477 | $610.4 萬 | 2.25% | −1,873−5.8% | 減碼 |
| Green Square Capital Advisors LLC | 30,456 | $610.0 萬 | 0.81% | −1,351−4.2% | 減碼 |
| Covenant Asset Management, LLC | 30,431 | $609.5 萬 | 1.48% | +1,195+4.1% | 加碼 |
| Rockline Wealth Management, LLC | 30,418 | $609.3 萬 | 2.13% | +544+1.8% | 加碼 |
| LVW Advisors, LLC | 30,395 | $608.8 萬 | 1.03% | −1,405−4.4% | 減碼 |
| RMR Wealth Builders | 30,382 | $608.6 萬 | 0.74% | +1,526+5.3% | 加碼 |
| Northern Oak Wealth Management Inc | 30,361 | $608.1 萬 | 0.72% | −15,892−34.4% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 30,260 | $607.3 萬 | 0.84% | +10,954+56.7% | 加碼 |
| Zevenbergen Capital Investments LLC | 30,318 | $607.3 萬 | 0.13% | −70−0.2% | 減碼 |
| Hengehold Capital Management LLC | 30,276 | $606.4 萬 | 0.65% | −362−1.2% | 減碼 |
| MSH Capital Advisors LLC | 30,216 | $605.2 萬 | 2.13% | −349−1.1% | 減碼 |
| Union Heritage Capital, LLC | 30,205 | $605.0 萬 | 2.40% | +4,605+18.0% | 加碼 |
| Formidable Asset Management, LLC | 30,196 | $604.8 萬 | 0.99% | +19,446+180.9% | 加碼 |
| BigSur Wealth Management LLC | 30,134 | $603.6 萬 | 1.89% | +30,134 | 新進 |
| Hallmark Capital Management Inc | 30,123 | $603.4 萬 | 0.45% | −3,690−10.9% | 減碼 |
| Lombard Odier Asset Management (USA) Corp | 30,100 | $602.9 萬 | 0.87% | +3,100+11.5% | 加碼 |
| Stamos Capital Partners, L.P. | 30,050 | $601.9 萬 | 1.37% | −15,670−34.3% | 減碼 |
| Allen Holding Inc | 30,000 | $600.9 萬 | 0.76% | 00.0% | 不變 |
| Bleichroeder LP | 30,000 | $600.9 萬 | 1.50% | 00.0% | 不變 |
| Buckhead Capital Management LLC | 29,914 | $599.2 萬 | 2.03% | +68+0.2% | 加碼 |
| Lake Street Advisors Group, LLC | 29,902 | $598.9 萬 | 0.28% | −192−0.6% | 減碼 |
| Americana Partners, LLC | 29,819 | $597.3 萬 | 0.50% | +309+1.0% | 加碼 |
| Aspiriant, LLC | 29,728 | $595.5 萬 | 0.25% | +320+1.1% | 加碼 |
| Supplemental Annuity Collective Trust of NJ | 29,700 | $594.9 萬 | 1.86% | 00.0% | 不變 |
| Peddock Capital Advisors, LLC | 29,672 | $594.3 萬 | 1.56% | +590+2.0% | 加碼 |
| BFSG, LLC | 29,644 | $593.8 萬 | 0.79% | −1,296−4.2% | 減碼 |
| Atlas Private Wealth Management | 29,624 | $593.4 萬 | 2.49% | +718+2.5% | 加碼 |
| Amarillo National Bank | 29,586 | $592.6 萬 | 1.11% | −200−0.7% | 減碼 |
| Focus Financial Network, Inc. | 32,686 | $592.4 萬 | 0.29% | +32,686 | 新進 |
| Herold Advisors, Inc. | 29,510 | $591.2 萬 | 1.43% | −5,459−15.6% | 減碼 |
| HCR Wealth Advisors | 29,506 | $591.0 萬 | 0.90% | +645+2.2% | 加碼 |
| Syon Capital LLC | 29,505 | $591.0 萬 | 0.56% | +978+3.4% | 加碼 |
| Gibraltar Capital Management, Inc. | 29,407 | $589.0 萬 | 2.74% | −14,413−32.9% | 減碼 |
| RFG Advisory, LLC | 29,401 | $588.9 萬 | 0.20% | +85+0.3% | 加碼 |
| Romano Brothers and Company | 29,396 | $588.8 萬 | 0.81% | −419−1.4% | 減碼 |
| WealthShield Partners, LLC | 29,382 | $588.5 萬 | 0.95% | −4,412−13.1% | 減碼 |
| MTM Investment Management, LLC | 29,373 | $588.3 萬 | 2.43% | −1,208−4.0% | 減碼 |
| Fairhaven Wealth Management, LLC | 29,364 | $588.2 萬 | 2.02% | −646−2.2% | 減碼 |
| Atlas Wealth LLC | 29,327 | $587.4 萬 | 2.87% | −96−0.3% | 減碼 |
| Scissortail Wealth Management, LLC | 29,318 | $587.2 萬 | 1.55% | −34,137−53.8% | 減碼 |
| Resonant Capital Advisors, LLC | 29,304 | $587.0 萬 | 0.50% | +1,514+5.4% | 加碼 |
| EPG Wealth Management LLC | 29,180 | $584.5 萬 | 1.43% | −186−0.6% | 減碼 |
| First Business Financial Services, Inc. | 29,102 | $582.9 萬 | 0.63% | −708−2.4% | 減碼 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 29,078 | $582.6 萬 | 0.51% | 00.0% | 不變 |
| Enterprise Bank & Trust Co | 29,066 | $582.2 萬 | 2.00% | −1,211−4.0% | 減碼 |
| Lauterbach Financial Advisors, LLC | 29,028 | $581.4 萬 | 3.82% | −507−1.7% | 減碼 |
| Ronald Blue Trust, Inc. | 29,017 | $581.2 萬 | 0.08% | +27+0.1% | 加碼 |
| Shelter Mutual Insurance Co | 29,000 | $580.9 萬 | 1.50% | 00.0% | 不變 |
| Triangle Securities Wealth Management | 28,882 | $578.5 萬 | 1.65% | −457−1.6% | 減碼 |
| Richard Bernstein Advisors LLC | 28,804 | $576.9 萬 | 0.12% | 00.0% | 不變 |
| Brookmont Capital Management | 28,742 | $575.7 萬 | 3.03% | −316−1.1% | 減碼 |
| Monarch Capital Management Inc | 28,736 | $575.6 萬 | 1.62% | −262−0.9% | 減碼 |
| Atlantic Trust, LLC | 28,657 | $574.0 萬 | 1.50% | −5,017−14.9% | 減碼 |
| Berry Wealth Group, LP | 28,593 | $572.7 萬 | 4.75% | −1,337−4.5% | 減碼 |
| Midland Wealth Advisors LLC | 28,584 | $572.5 萬 | 0.35% | +1,724+6.4% | 加碼 |
| Hall Capital Management Co Inc | 28,563 | $572.1 萬 | 2.82% | −350−1.2% | 減碼 |
| Proequities, Inc. | 28,535 | $571.6 萬 | 0.37% | +489+1.7% | 加碼 |
| Sunbelt Securities, Inc. | 28,529 | $571.4 萬 | 0.64% | +332+1.2% | 加碼 |
| Mill Creek Capital Advisors, LLC | 28,522 | $571.3 萬 | 0.16% | +742+2.7% | 加碼 |
| Financial Strategies Group, Inc. | 28,977 | $571.3 萬 | 1.54% | +4,119+16.6% | 加碼 |
| MV Capital Management, Inc. | 28,496 | $570.8 萬 | 0.65% | −1,155−3.9% | 減碼 |
| Mattern Wealth Management LLC | 28,349 | $567.8 萬 | 1.38% | +609+2.2% | 加碼 |
| Act Two Investors LLC | 28,332 | $567.5 萬 | 1.14% | 00.0% | 不變 |
| Kinsale Capital Group, Inc. | 28,246 | $565.8 萬 | 2.24% | +4,373+18.3% | 加碼 |
| Marino, Stram & Associates LLC | 28,197 | $564.8 萬 | 1.34% | +64+0.2% | 加碼 |
| CFM Wealth Partners LLC | 28,179 | $564.4 萬 | 1.13% | +779+2.8% | 加碼 |
| Evergreen Private Wealth LLC | 28,178 | $564.4 萬 | 2.83% | −1,043−3.6% | 減碼 |
| Strategic Financial Services, Inc, | 28,116 | $563.2 萬 | 0.36% | −799−2.8% | 減碼 |
| Trustmark National Bank Trust Department | 28,101 | $562.9 萬 | 0.46% | +5,136+22.4% | 加碼 |
| Lombard Odier Asset Management (Europe) Ltd | 28,085 | $562.5 萬 | 0.36% | +28,085 | 新進 |
| Crystal Rock Capital Management | 28,068 | $562.2 萬 | 3.27% | 00.0% | 不變 |
| Monetta Financial Services Inc | 28,000 | $560.8 萬 | 5.07% | 00.0% | 不變 |
| Compton Wealth Advisory Group, LLC | 27,963 | $560.1 萬 | 1.53% | +177+0.6% | 加碼 |
| LJI Wealth Management, LLC | 27,924 | $559.3 萬 | 1.45% | −112−0.4% | 減碼 |
| SkyOak Wealth, LLC | 27,894 | $558.7 萬 | 1.34% | +400+1.5% | 加碼 |
| Long Run Wealth Advisors, LLC | 27,888 | $558.6 萬 | 1.47% | −97−0.3% | 減碼 |
| Butensky & Cohen Financial Security, Inc | 27,879 | $558.4 萬 | 1.74% | −2,845−9.3% | 減碼 |
| First National Bank of Mount Dora, Trust Investment Services | 27,875 | $558.3 萬 | 1.36% | −793−2.8% | 減碼 |
| Headinvest, LLC | 27,851 | $557.9 萬 | 1.09% | −1,271−4.4% | 減碼 |
| Old Port Advisors | 27,815 | $557.1 萬 | 1.71% | −311−1.1% | 減碼 |
| Connable Office Inc | 27,763 | $556.1 萬 | 0.63% | −1,346−4.6% | 減碼 |
| Concord Wealth Partners | 27,727 | $555.4 萬 | 1.00% | +5,858+26.8% | 加碼 |
| Smithfield Trust Co | 27,754 | $555.1 萬 | 0.29% | −1,385−4.8% | 減碼 |
| Consolidated Investment Group LLC | 27,692 | $554.6 萬 | 0.90% | 00.0% | 不變 |
| Athena Investment Management | 27,655 | $553.9 萬 | 3.32% | −669−2.4% | 減碼 |
| Alta Capital Management LLC | 27,646 | $553.8 萬 | 0.34% | +874+3.3% | 加碼 |
| Redwood Investments, LLC | 31,521 | $553.1 萬 | 1.62% | −509−1.6% | 減碼 |
| Hayek Kallen Investment Management | 27,558 | $552.0 萬 | 2.12% | +301+1.1% | 加碼 |
| Investors Asset Management of Georgia Inc | 27,524 | $551.3 萬 | 2.59% | −1,173−4.1% | 減碼 |
| Centre Asset Management, LLC | 27,491 | $550.6 萬 | 1.31% | −1,515−5.2% | 減碼 |
| Ironwood Investment Counsel, LLC | 27,476 | $550.3 萬 | 0.97% | −635−2.3% | 減碼 |
| J. W. Coons Advisors, LLC | 27,468 | $550.2 萬 | 1.24% | +877+3.3% | 加碼 |
| Icon Advisers Inc | 27,587 | $548.8 萬 | 1.19% | 00.0% | 不變 |
| Affinity Investment Advisors, LLC | 27,376 | $548.3 萬 | 4.00% | −302−1.1% | 減碼 |
| Rehmann Capital Advisory Group | 27,297 | $546.8 萬 | 0.41% | +707+2.7% | 加碼 |
| Buckingham Capital Management, Inc. | 27,283 | $546.5 萬 | 0.67% | −1,057−3.7% | 減碼 |
| DRW Securities, LLC | 27,274 | $546.3 萬 | 0.31% | +2,666+10.8% | 加碼 |
| EverSource Wealth Advisors, LLC | 28,489 | $546.2 萬 | 0.43% | +2,977+11.7% | 加碼 |