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 |
|---|---|---|---|---|---|
| Grandfield & Dodd, LLC | 24,045 | $481.6 萬 | 0.30% | −424−1.7% | 減碼 |
| Wasatch Advisors Inc | 24,030 | $481.3 萬 | 0.03% | −3,600−13.0% | 減碼 |
| Patrick M Sweeney & Associates, Inc | 24,008 | $480.9 萬 | 3.95% | +68+0.3% | 加碼 |
| Lincoln Capital Corp | 23,973 | $480.2 萬 | 2.10% | −444−1.8% | 減碼 |
| Winch Advisory Services, LLC | 23,960 | $479.9 萬 | 1.47% | −268−1.1% | 減碼 |
| Lincluden Management Ltd | 23,913 | $479.0 萬 | 0.57% | −4,660−16.3% | 減碼 |
| Laird Norton Trust Company, LLC | 23,890 | $478.5 萬 | 0.65% | 00.0% | 不變 |
| Alpha DNA Investment Management LLC | 23,864 | $478.0 萬 | 2.62% | −2,928−10.9% | 減碼 |
| Hunter Perkins Capital Management, LLC | 23,832 | $477.4 萬 | 0.98% | −2,760−10.4% | 減碼 |
| SYSTM Wealth Solutions LLC | 23,830 | $477.3 萬 | 0.60% | −3,034−11.3% | 減碼 |
| Modern Wealth Management, LLC | 23,820 | $477.1 萬 | 0.44% | +22,456+1,646.3% | 加碼 |
| Occidental Asset Management, LLC | 23,778 | $476.3 萬 | 0.89% | +5,318+28.8% | 加碼 |
| Nichols & Pratt Advisers LLP | 23,734 | $475.4 萬 | 0.32% | +10.0% | 加碼 |
| Blue Edge Capital, LLC | 23,737 | $475.2 萬 | 0.79% | +368+1.6% | 加碼 |
| WD Rutherford LLC | 23,678 | $474.3 萬 | 2.45% | −1,483−5.9% | 減碼 |
| Blume Capital Management, Inc. | 23,612 | $472.9 萬 | 1.15% | −1,011−4.1% | 減碼 |
| Umpqua Bank | 23,559 | $471.9 萬 | 1.94% | +23,559 | 新進 |
| Seascape Capital Management | 23,544 | $471.6 萬 | 1.75% | +162+0.7% | 加碼 |
| WealthPlan Investment Management, LLC | 23,525 | $471.2 萬 | 0.72% | +644+2.8% | 加碼 |
| Convergence Investment Partners, LLC | 23,521 | $471.1 萬 | 1.80% | +890+3.9% | 加碼 |
| CX Institutional | 23,489 | $470.5 萬 | 0.23% | −16,020−40.5% | 減碼 |
| Curbstone Financial Management Corp | 23,380 | $468.3 萬 | 1.01% | −550−2.3% | 減碼 |
| Richard P Slaughter Associates Inc | 23,376 | $468.2 萬 | 1.13% | −3,035−11.5% | 減碼 |
| Studio Investment Management LLC | 23,357 | $467.8 萬 | 1.11% | −1,300−5.3% | 減碼 |
| Sheets Smith Wealth Management | 23,350 | $467.7 萬 | 0.52% | +138+0.6% | 加碼 |
| RIA Advisory Group LLC | 23,329 | $467.3 萬 | 1.89% | +23,329 | 新進 |
| Trustco Bank Corp N Y | 23,287 | $466.4 萬 | 4.85% | −1,070−4.4% | 減碼 |
| Premier Path Wealth Partners, LLC | 23,268 | $466.1 萬 | 0.88% | −819−3.4% | 減碼 |
| Pavion Blue Capital, LLC | 23,255 | $465.8 萬 | 2.30% | −74−0.3% | 減碼 |
| Sargent Investment Group, LLC | 23,191 | $464.5 萬 | 1.02% | −4,498−16.2% | 減碼 |
| Dudley Capital Management, LLC | 23,347 | $464.5 萬 | 2.71% | +545+2.4% | 加碼 |
| Gables Capital Management Inc. | 23,124 | $463.2 萬 | 2.55% | +100+0.4% | 加碼 |
| Charles Schwab Trust Co | 23,104 | $462.8 萬 | 0.44% | −329−1.4% | 減碼 |
| O'Rourke & Company, Inc | 23,041 | $461.5 萬 | 2.68% | +1,171+5.4% | 加碼 |
| IMA Wealth, Inc. | 22,986 | $460.4 萬 | 2.18% | −2,175−8.6% | 減碼 |
| SWS Partners | 22,965 | $460.0 萬 | 1.38% | −1,492−6.1% | 減碼 |
| Ameliora Wealth Management Ltd. | 22,939 | $459.5 萬 | 2.08% | −81−0.4% | 減碼 |
| Delta Financial Group, Inc. | 22,929 | $459.3 萬 | 1.35% | +61+0.3% | 加碼 |
| West Michigan Advisors, LLC | 22,917 | $459.0 萬 | 1.49% | −323−1.4% | 減碼 |
| B.O.S.S. Retirement Advisors, LLC | 26,931 | $458.1 萬 | 1.75% | −1,451−5.1% | 減碼 |
| Lineweaver Wealth Advisors, LLC | 22,782 | $456.5 萬 | 1.08% | +784+3.6% | 加碼 |
| NCM Capital Management, LLC | 22,774 | $456.2 萬 | 2.56% | −22−0.1% | 減碼 |
| Adirondack Trust Co | 22,770 | $456.1 萬 | 1.91% | −278−1.2% | 減碼 |
| Key Financial Inc | 22,752 | $455.7 萬 | 1.16% | +12+0.1% | 加碼 |
| Sutton Place Investors LLC | 22,725 | $455.2 萬 | 2.25% | +9,626+73.5% | 加碼 |
| Wakefield Asset Management LLLP | 22,713 | $454.9 萬 | 1.57% | −1,053−4.4% | 減碼 |
| Transatlantique Private Wealth LLC | 22,712 | $454.9 萬 | 1.98% | −185−0.8% | 減碼 |
| Central Valley Advisors, LLC | 22,691 | $454.5 萬 | 2.35% | −320−1.4% | 減碼 |
| Hudock, Inc. | 22,690 | $454.5 萬 | 1.00% | −5,423−19.3% | 減碼 |
| Highlander Capital Management, LLC | 22,687 | $454.4 萬 | 1.55% | −100−0.4% | 減碼 |
| Verition Fund Management LLC | 22,685 | $454.4 萬 | 0.04% | −373−1.6% | 減碼 |
| Trifecta Capital Advisors, LLC | 22,636 | $453.4 萬 | 1.10% | +472+2.1% | 加碼 |
| Weil Company, Inc. | 22,551 | $451.7 萬 | 1.79% | −8,830−28.1% | 減碼 |
| Certified Advisory Corp | 22,517 | $451.0 萬 | 0.63% | −195−0.9% | 減碼 |
| Pacifica Partners Inc. | 23,156 | $450.8 萬 | 2.00% | −236−1.0% | 減碼 |
| Capital Investment Advisory Services, LLC | 22,481 | $450.3 萬 | 0.48% | −740−3.2% | 減碼 |
| Hoey Investments, Inc | 22,378 | $448.2 萬 | 1.00% | +1,747+8.5% | 加碼 |
| Granite Bay Wealth Management, LLC | 22,378 | $448.2 萬 | 2.55% | −1,302,480−98.3% | 減碼 |
| Connecticut Wealth Management, LLC | 22,370 | $448.1 萬 | 0.24% | −2,020−8.3% | 減碼 |
| Great Lakes Retirement, Inc. | 22,369 | $448.0 萬 | 0.66% | −302−1.3% | 減碼 |
| Liberty One Investment Management, LLC | 22,306 | $446.8 萬 | 0.51% | +781+3.6% | 加碼 |
| Dynasty Wealth Management, LLC | 22,261 | $445.9 萬 | 0.14% | +22,261 | 新進 |
| Account Management LLC | 22,215 | $445.0 萬 | 4.81% | 00.0% | 不變 |
| Altrius Capital Management Inc | 22,173 | $444.1 萬 | 1.12% | −4,800−17.8% | 減碼 |
| Norway Savings Bank | 22,123 | $443.1 萬 | 1.85% | −835−3.6% | 減碼 |
| Essex Savings Bank | 26,048 | $443.1 萬 | 1.29% | 00.0% | 不變 |
| Virginia Wealth Management Group, Inc. | 22,111 | $442.9 萬 | 3.62% | −805−3.5% | 減碼 |
| Intrepid Financial Planning Group LLC | 22,096 | $442.6 萬 | 1.91% | +15+0.1% | 加碼 |
| Beaton Management Co. Inc. | 22,043 | $441.5 萬 | 2.40% | −36−0.2% | 減碼 |
| EULAV Asset Management | 22,000 | $440.7 萬 | 0.12% | −7,000−24.1% | 減碼 |
| Icon Wealth Advisors, LLC | 21,994 | $440.5 萬 | 0.41% | +10,615+93.3% | 加碼 |
| Lodestone Wealth Management LLC | 21,968 | $440.0 萬 | 2.33% | −30−0.1% | 減碼 |
| Platte River Wealth Advisors, LLC | 21,922 | $439.1 萬 | 1.25% | +665+3.1% | 加碼 |
| Concord Asset Management, LLC | 21,887 | $438.4 萬 | 1.15% | +2,639+13.7% | 加碼 |
| Cohen Investment Advisors LLC | 21,875 | $438.2 萬 | 2.84% | +375+1.7% | 加碼 |
| Massachusetts Wealth Management | 21,859 | $437.8 萬 | 3.09% | +140+0.6% | 加碼 |
| Advisors Management Group Inc | 21,784 | $436.3 萬 | 1.08% | −1,181−5.1% | 減碼 |
| Eagle Capital Management, LLC | 21,783 | $436.3 萬 | 1.96% | +813+3.9% | 加碼 |
| Kampmann Melissa S. | 21,747 | $435.6 萬 | 3.13% | +2,725+14.3% | 加碼 |
| Change Path, LLC | 21,739 | $435.5 萬 | 0.17% | +7,197+49.5% | 加碼 |
| Bowman & Co S.C. | 21,683 | $434.3 萬 | 2.62% | −383−1.7% | 減碼 |
| Sugarloaf Wealth Management, LLC | 21,682 | $434.3 萬 | 0.90% | +534+2.5% | 加碼 |
| Bank Ozk | 21,665 | $433.9 萬 | 1.94% | −30.0% | 減碼 |
| Argus Investors' Counsel, Inc. | 21,657 | $433.8 萬 | 2.66% | −3,006−12.2% | 減碼 |
| apricus wealth, LLC | 21,639 | $433.4 萬 | 3.05% | −11,133−34.0% | 減碼 |
| West Oak Capital, LLC | 21,594 | $432.5 萬 | 1.84% | +142+0.7% | 加碼 |
| Marks Group Wealth Management, Inc | 21,583 | $432.3 萬 | 0.45% | −1,834−7.8% | 減碼 |
| Sweeney & Michel, LLC | 21,436 | $431.9 萬 | 1.91% | +21,436 | 新進 |
| Financial Advisory Partners, LLC | 21,548 | $431.6 萬 | 1.67% | −3,568−14.2% | 減碼 |
| Intellectus Partners, LLC | 21,510 | $430.9 萬 | 1.13% | −35−0.2% | 減碼 |
| Pine Ridge Advisers LLC | 21,500 | $430.6 萬 | 0.50% | 00.0% | 不變 |
| VeraBank, N.A. | 21,491 | $430.5 萬 | 1.34% | −122−0.6% | 減碼 |
| Legato Capital Management LLC | 21,465 | $429.9 萬 | 0.52% | 00.0% | 不變 |
| Edgewood Management LLC | 21,464 | $429.9 萬 | 0.01% | 00.0% | 不變 |
| Kensington Investment Counsel, LLC | 21,409 | $428.8 萬 | 1.96% | +1,475+7.4% | 加碼 |
| Everhart Financial Group, Inc. | 21,366 | $428.0 萬 | 1.25% | +1,349+6.7% | 加碼 |
| Proquility Private Wealth Partners, LLC | 21,333 | $427.3 萬 | 1.46% | −2,538−10.6% | 減碼 |
| Pinkerton Retirement Specialists, LLC | 21,329 | $427.2 萬 | 0.69% | +2,549+13.6% | 加碼 |
| Finer Wealth Management, Inc. | 21,252 | $425.7 萬 | 2.80% | +1,982+10.3% | 加碼 |
| Marathon Capital Management | 21,228 | $425.2 萬 | 1.01% | −175−0.8% | 減碼 |