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 |
|---|---|---|---|---|---|
| Clarius Group, LLC | 27,159 | $544.0 萬 | 0.38% | −2,989−9.9% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 27,149 | $543.8 萬 | 0.29% | +1,330+5.2% | 加碼 |
| Delta Capital Management LLC | 27,145 | $543.7 萬 | 3.60% | 00.0% | 不變 |
| Benjamin Edwards Inc | 27,034 | $541.5 萬 | 1.08% | +1,324+5.1% | 加碼 |
| Valley National Advisers Inc | 27,032 | $541.4 萬 | 0.82% | −952−3.4% | 減碼 |
| GM Advisory Group, Inc. | 27,015 | $541.1 萬 | 0.38% | −306−1.1% | 減碼 |
| Cidel Asset Management Inc | 26,959 | $540.0 萬 | 0.41% | −2,493−8.5% | 減碼 |
| Monetary Management Group Inc | 26,929 | $539.4 萬 | 1.50% | −75−0.3% | 減碼 |
| AdvisorNet Financial, Inc | 26,900 | $538.8 萬 | 0.52% | −1,730−6.0% | 減碼 |
| Trust Point Inc. | 26,897 | $538.7 萬 | 0.42% | −2,424−8.3% | 減碼 |
| Symmetry Investments LP | 26,891 | $538.6 萬 | 0.56% | −21,475−44.4% | 減碼 |
| Montchanin Asset Management, LLC | 26,872 | $538.2 萬 | 5.28% | +26,872 | 新進 |
| SeaCrest Wealth Management, LLC | 26,809 | $537.0 萬 | 0.66% | −5,193−16.2% | 減碼 |
| Gryphon Financial Partners LLC | 26,798 | $536.8 萬 | 0.89% | +1,794+7.2% | 加碼 |
| Uncommon Cents Investing LLC | 26,793 | $536.7 萬 | 1.64% | −147−0.5% | 減碼 |
| Permanens Capital L.P. | 26,772 | $536.2 萬 | 0.66% | −966−3.5% | 減碼 |
| University of Texas/Texas Am Investment Managment Co | 26,828 | $534.4 萬 | 0.63% | +25,857+2,662.9% | 加碼 |
| First PREMIER Bank | 26,666 | $534.1 萬 | 1.41% | −119−0.4% | 減碼 |
| Maxwell Wealth Strategies Inc. | 26,785 | $533.9 萬 | 2.71% | +3,935+17.2% | 加碼 |
| Grove Bank & Trust | 26,648 | $533.8 萬 | 0.90% | +2,356+9.7% | 加碼 |
| Vista Investment Management | 26,645 | $533.7 萬 | 2.17% | +14,713+123.3% | 加碼 |
| Montecito Bank & Trust | 26,610 | $533.0 萬 | 1.07% | +523+2.0% | 加碼 |
| Mission Creek Capital Partners, Inc. | 26,571 | $532.2 萬 | 1.38% | +9,248+53.4% | 加碼 |
| Indiana Trust & Investment Management CO | 26,544 | $531.7 萬 | 2.14% | −217−0.8% | 減碼 |
| Arlington Financial Advisors, LLC | 26,481 | $530.4 萬 | 1.16% | −929−3.4% | 減碼 |
| Parisi Gray Wealth Management | 26,437 | $529.5 萬 | 1.99% | +508+2.0% | 加碼 |
| Atlas Brown,Inc. | 26,423 | $529.2 萬 | 1.93% | −149−0.6% | 減碼 |
| Scott & Selber, Inc. | 26,413 | $529.1 萬 | 1.80% | +26+0.1% | 加碼 |
| Hudson Capital Management LLC | 26,300 | $526.8 萬 | 1.82% | −717−2.7% | 減碼 |
| Brandywine Oak Private Wealth LLC | 26,247 | $525.7 萬 | 0.55% | +506+2.0% | 加碼 |
| CoreCap Advisors, LLC | 26,240 | $525.6 萬 | 0.28% | +5,275+25.2% | 加碼 |
| Holderness Investments Co | 26,233 | $525.5 萬 | 1.28% | +92+0.4% | 加碼 |
| Modus Advisors, LLC | 26,112 | $523.0 萬 | 1.94% | +336+1.3% | 加碼 |
| Mystic Asset Management, Inc. | 26,072 | $522.2 萬 | 2.16% | +777+3.1% | 加碼 |
| Ables, Iannone, Moore & Associates, Inc. | 26,044 | $521.7 萬 | 3.73% | −145−0.6% | 減碼 |
| High Note Wealth, LLC | 26,024 | $521.3 萬 | 1.70% | +1,414+5.7% | 加碼 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 26,000 | $520.8 萬 | 2.64% | +1,000+4.0% | 加碼 |
| Rowland & Co Investment Counsel | 25,963 | $520.1 萬 | 1.10% | +330+1.3% | 加碼 |
| Gilliland Jeter Wealth Management LLC | 25,899 | $518.8 萬 | 1.81% | +1,945+8.1% | 加碼 |
| TrinityPoint Wealth, LLC | 25,869 | $518.1 萬 | 0.86% | −219−0.8% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 25,866 | $518.1 萬 | 0.82% | +1,246+5.1% | 加碼 |
| Am Investment Strategies LLC | 25,855 | $517.8 萬 | 1.31% | +32+0.1% | 加碼 |
| Evoke Wealth, LLC | 25,844 | $517.7 萬 | 0.15% | +25,844 | 新進 |
| Papp L Roy & Associates | 25,825 | $517.3 萬 | 0.62% | +98+0.4% | 加碼 |
| Malaga Cove Capital, LLC | 25,765 | $516.1 萬 | 2.10% | −198−0.8% | 減碼 |
| Mountain Pacific Investment Advisers Inc | 25,676 | $514.3 萬 | 0.29% | −502−1.9% | 減碼 |
| BOK Financial Private Wealth, Inc. | 25,630 | $513.4 萬 | 0.38% | −761−2.9% | 減碼 |
| Moloney Securities Asset Management, LLC | 25,620 | $513.2 萬 | 0.77% | −2,193−7.9% | 減碼 |
| Nan Shan Life Insurance Co., Ltd. | 25,587 | $512.5 萬 | 0.12% | −77,606−75.2% | 減碼 |
| M Holdings Securities, Inc. | 25,566 | $512.1 萬 | 0.86% | −7,241−22.1% | 減碼 |
| Shoker Investment Counsel, Inc. | 25,721 | $511.7 萬 | 1.83% | −93−0.4% | 減碼 |
| Morton Community Bank | 25,452 | $509.8 萬 | 1.47% | +630+2.5% | 加碼 |
| Investment Research & Advisory Group, Inc. | 25,437 | $509.5 萬 | 2.36% | +335+1.3% | 加碼 |
| Liberty Capital Management, Inc. | 25,435 | $509.5 萬 | 1.26% | +86+0.3% | 加碼 |
| Midwest Professional Planners, LTD. | 25,433 | $509.4 萬 | 1.79% | −1,234−4.6% | 減碼 |
| Mount Vernon Associates Inc | 25,322 | $507.2 萬 | 4.30% | −40−0.2% | 減碼 |
| RB Capital Management, LLC | 25,320 | $507.2 萬 | 1.36% | +1,434+6.0% | 加碼 |
| Calamos Wealth Management LLC | 25,224 | $505.2 萬 | 0.29% | −2,700−9.7% | 減碼 |
| Gradient Capital Advisors, LLC | 25,167 | $504.1 萬 | 1.85% | −95−0.4% | 減碼 |
| Bank Hapoalim BM | 25,148 | $503.7 萬 | 0.65% | −2,122−7.8% | 減碼 |
| Mathes Company, Inc. | 25,043 | $501.6 萬 | 1.88% | −40−0.2% | 減碼 |
| Accurate Wealth Management, LLC | 26,993 | $501.5 萬 | 1.46% | +1,887+7.5% | 加碼 |
| Signet Investment Advisory Group, Inc. | 25,029 | $501.3 萬 | 2.74% | +401+1.6% | 加碼 |
| Koshinski Asset Management, Inc. | 25,020 | $501.1 萬 | 0.51% | +11,197+81.0% | 加碼 |
| Nicolet Bankshares Inc | 25,006 | $500.9 萬 | 1.24% | −212−0.8% | 減碼 |
| AAFMAA Wealth Management & Trust LLC | 25,000 | $500.8 萬 | 2.73% | −2,240−8.2% | 減碼 |
| Eos Management, L.P. | 25,000 | $500.8 萬 | 2.07% | 00.0% | 不變 |
| Torno Capital, LLC | 25,000 | $500.8 萬 | 1.08% | +25,000 | 新進 |
| S&CO Inc | 24,999 | $500.7 萬 | 0.35% | 00.0% | 不變 |
| Leelyn Smith, LLC | 24,986 | $500.5 萬 | 1.00% | −159−0.6% | 減碼 |
| Fairfield, Bush & Co. | 24,842 | $497.6 萬 | 2.95% | −1,191−4.6% | 減碼 |
| Jump Financial, LLC | 24,817 | $497.1 萬 | 0.14% | +20,388+460.3% | 加碼 |
| Summit Global Investments | 24,806 | $496.9 萬 | 0.37% | +2,341+10.4% | 加碼 |
| Greenfield Savings Bank | 24,803 | $496.8 萬 | 2.61% | −205−0.8% | 減碼 |
| Wilkins Investment Counsel Inc | 24,782 | $496.4 萬 | 0.72% | +19,612+379.3% | 加碼 |
| Edgestream Partners, L.P. | 24,701 | $494.8 萬 | 0.25% | −5,087−17.1% | 減碼 |
| McKinley Carter Wealth Services, Inc. | 24,694 | $494.6 萬 | 0.33% | −3,218−11.5% | 減碼 |
| Rosenblum Silverman Sutton S F Inc | 24,663 | $494.0 萬 | 1.40% | −615−2.4% | 減碼 |
| Doliver Advisors, LP | 24,653 | $493.8 萬 | 1.39% | −1,828−6.9% | 減碼 |
| Founders Financial Alliance, LLC | 24,642 | $493.6 萬 | 1.48% | −398−1.6% | 減碼 |
| Newman Dignan & Sheerar, Inc. | 24,627 | $493.3 萬 | 1.32% | −576−2.3% | 減碼 |
| United Bank | 24,552 | $491.8 萬 | 2.50% | −683−2.7% | 減碼 |
| Octavia Wealth Advisors, LLC | 24,531 | $491.4 萬 | 0.73% | +66+0.3% | 加碼 |
| Red Cedar Investment Management, LLC | 24,379 | $488.3 萬 | 0.61% | 00.0% | 不變 |
| Strategic Planning Group, LLC | 24,354 | $487.8 萬 | 1.22% | +3,233+15.3% | 加碼 |
| Bank of Stockton | 24,345 | $487.6 萬 | 1.51% | +334+1.4% | 加碼 |
| Roanoke Asset Management Corp | 24,340 | $487.5 萬 | 1.60% | −284−1.2% | 減碼 |
| Financial Advocates Investment Management | 24,307 | $486.9 萬 | 0.28% | +452+1.9% | 加碼 |
| SeaBridge Investment Advisors LLC | 24,292 | $486.6 萬 | 1.28% | −697−2.8% | 減碼 |
| Andrew Hill Investment Advisors, Inc. | 24,259 | $485.9 萬 | 4.29% | +5,688+30.6% | 加碼 |
| Sterling Investment Advisors, Ltd. | 24,239 | $485.5 萬 | 1.36% | −349−1.4% | 減碼 |
| Cornerstone Wealth Management, LLC | 24,224 | $485.2 萬 | 0.39% | −567−2.3% | 減碼 |
| SOL Capital Management CO | 24,198 | $484.7 萬 | 0.61% | −1,340−5.2% | 減碼 |
| Mechanics Financial Corp | 24,188 | $484.5 萬 | 2.52% | +26+0.1% | 加碼 |
| Harbor Advisors LLC | 24,148 | $483.7 萬 | 0.89% | 00.0% | 不變 |
| Citizens & Northern Corp | 24,136 | $483.4 萬 | 1.63% | −1,232−4.9% | 減碼 |
| Guardian Wealth Advisors, LLC | 24,104 | $482.8 萬 | 0.59% | +80+0.3% | 加碼 |
| NWF Advisory Services Inc. | 24,104 | $482.8 萬 | 0.81% | −2,607−9.8% | 減碼 |
| Trinity Legacy Partners, LLC | 24,101 | $482.7 萬 | 1.41% | +723+3.1% | 加碼 |
| Invera Wealth Advisors, LLC | 26,597 | $482.1 萬 | 4.09% | −1,235−4.4% | 減碼 |