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 |
|---|---|---|---|---|---|
| Simon Quick Advisors, LLC | 21,213 | $424.9 萬 | 0.32% | +3,967+23.0% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 21,183 | $424.3 萬 | 0.05% | −1,160−5.2% | 減碼 |
| SOA Wealth Advisors, LLC. | 21,180 | $424.2 萬 | 0.88% | −235−1.1% | 減碼 |
| Mirabaud & Cie SA | 21,132 | $423.3 萬 | 1.50% | −1,680−7.4% | 減碼 |
| Naviter Wealth, LLC | 21,057 | $421.8 萬 | 0.69% | +251+1.2% | 加碼 |
| Wunderlich Capital Managemnt | 21,053 | $421.7 萬 | 1.90% | −1,116−5.0% | 減碼 |
| Providence Wealth Advisors, LLC | 21,224 | $421.5 萬 | 3.60% | +14,263+204.9% | 加碼 |
| Resurgent Financial Advisors LLC | 21,031 | $421.3 萬 | 2.25% | +22+0.1% | 加碼 |
| Altfest L J & Co Inc | 21,029 | $421.2 萬 | 0.61% | −1,303−5.8% | 減碼 |
| Codex Capital, L.L.C. | 21,000 | $420.6 萬 | 2.05% | +17,700+536.4% | 加碼 |
| Spirit of America Management Corp | 20,992 | $420.5 萬 | 0.85% | 00.0% | 不變 |
| Knott David M Jr | 20,985 | $420.3 萬 | 1.49% | 00.0% | 不變 |
| San Luis Wealth Advisors LLC | 20,985 | $420.3 萬 | 2.21% | +19,783+1,645.8% | 加碼 |
| Farmers & Merchants Trust Co of Chambersburg PA | 20,975 | $420.1 萬 | 1.72% | −3,010−12.5% | 減碼 |
| Evermay Wealth Management LLC | 20,905 | $418.7 萬 | 0.63% | +424+2.1% | 加碼 |
| Poehling Capital Management, LLC | 20,890 | $418.4 萬 | 1.12% | −101−0.5% | 減碼 |
| Larson Financial Group LLC | 20,876 | $418.2 萬 | 0.32% | −1,218−5.5% | 減碼 |
| Keystone Financial Group | 20,873 | $418.1 萬 | 0.61% | +2,059+10.9% | 加碼 |
| Jmac Enterprises LLC | 20,858 | $417.8 萬 | 0.78% | −1,779−7.9% | 減碼 |
| X-Square Capital, LLC | 21,296 | $417.6 萬 | 1.98% | +1,013+5.0% | 加碼 |
| Brown, Lisle/Cummings, Inc. | 20,843 | $417.5 萬 | 1.42% | −285−1.3% | 減碼 |
| Second Half Financial Partners, LLC | 20,808 | $416.8 萬 | 1.85% | −319−1.5% | 減碼 |
| Archford Capital Strategies, LLC | 20,789 | $416.4 萬 | 0.70% | −103−0.5% | 減碼 |
| NVWM, LLC | 20,776 | $416.1 萬 | 1.14% | −708−3.3% | 減碼 |
| DeDora Capital, Inc. | 20,744 | $415.5 萬 | 1.32% | +229+1.1% | 加碼 |
| Perkins Coie Trust Co | 20,743 | $415.5 萬 | 0.97% | +2,974+16.7% | 加碼 |
| Northstar Asset Management LLC | 20,741 | $415.4 萬 | 1.02% | +125+0.6% | 加碼 |
| Magnolia Capital Advisors LLC | 22,293 | $414.2 萬 | 3.46% | +3,169+16.6% | 加碼 |
| FLC Capital Advisors | 20,656 | $413.7 萬 | 1.05% | +31+0.2% | 加碼 |
| Mine & Arao Wealth Creation & Management, LLC. | 20,583 | $412.3 萬 | 2.04% | +328+1.6% | 加碼 |
| Archer Investment Corp | 20,543 | $411.5 萬 | 1.24% | −317−1.5% | 減碼 |
| Weitz Investment Management, Inc.大師韋茲投資管理 | 20,500 | $410.6 萬 | 0.21% | −3,000−12.8% | 減碼 |
| Royal Capital Wealth Management, LLC | 20,499 | $410.6 萬 | 3.22% | +70+0.3% | 加碼 |
| Sanders Morris Harris LLC | 20,494 | $410.5 萬 | 0.77% | +11,633+131.3% | 加碼 |
| Leisure Capital Management | 20,493 | $410.5 萬 | 2.06% | −309−1.5% | 減碼 |
| Triasima Portfolio Management inc. | 20,477 | $410.2 萬 | 0.34% | −2,821−12.1% | 減碼 |
| Northcape Wealth Management, LLC | 20,401 | $408.6 萬 | 1.49% | −1,841−8.3% | 減碼 |
| Outfitter Financial LLC | 20,393 | $408.5 萬 | 3.35% | −1,505−6.9% | 減碼 |
| Zullo Investment Group, Inc. | 20,362 | $407.9 萬 | 1.91% | +106+0.5% | 加碼 |
| Legacy Advisors, LLC | 20,349 | $407.6 萬 | 0.52% | −475−2.3% | 減碼 |
| Keebeck Wealth Management, LLC | 20,347 | $407.6 萬 | 0.60% | 00.0% | 不變 |
| Crescent Sterling, Ltd. | 20,342 | $407.5 萬 | 3.71% | −486−2.3% | 減碼 |
| CNB Bank | 20,317 | $406.9 萬 | 1.98% | −1,004−4.7% | 減碼 |
| Sculati Wealth Management, LLC | 20,315 | $406.9 萬 | 1.76% | −40.0% | 減碼 |
| Abacus Planning Group, Inc. | 20,304 | $406.7 萬 | 0.79% | −608−2.9% | 減碼 |
| Beaumont Financial Advisors, LLC | 20,293 | $406.5 萬 | 0.34% | +931+4.8% | 加碼 |
| Catalytic Wealth RIA, LLC | 20,274 | $406.1 萬 | 0.81% | +3,049+17.7% | 加碼 |
| Cobblestone Capital Advisors LLC | 20,213 | $404.9 萬 | 0.25% | 00.0% | 不變 |
| Cassaday & Co Wealth Management LLC | 20,209 | $404.8 萬 | 0.13% | −316−1.5% | 減碼 |
| Pure Financial Advisors, Inc. | 20,209 | $404.8 萬 | 0.13% | −6,528−24.4% | 減碼 |
| St. Louis Trust Co | 20,181 | $404.2 萬 | 0.63% | +891+4.6% | 加碼 |
| Guardian Investment Management | 20,174 | $404.1 萬 | 3.33% | −2,261−10.1% | 減碼 |
| Tyche Wealth Partners LLC | 20,150 | $403.6 萬 | 0.99% | −4,619−18.6% | 減碼 |
| Avestar Capital, LLC | 20,133 | $403.3 萬 | 0.46% | +4,053+25.2% | 加碼 |
| River & Mercantile Asset Management LLP | 20,126 | $403.1 萬 | 1.01% | −230−1.1% | 減碼 |
| Manchester Capital Management LLC | 20,114 | $402.9 萬 | 0.50% | +4,864+31.9% | 加碼 |
| Mayflower Financial Advisors, LLC | 20,102 | $402.6 萬 | 0.67% | −230−1.1% | 減碼 |
| Clear Creek Financial Management, LLC | 20,100 | $402.6 萬 | 0.52% | −3,042−13.1% | 減碼 |
| Quadcap Wealth Management, LLC | 20,051 | $401.6 萬 | 0.91% | −2,502−11.1% | 減碼 |
| Agate Pass Investment Management, LLC | 20,051 | $401.6 萬 | 2.15% | −437−2.1% | 減碼 |
| Peachtree Investment Partners, LLC | 20,029 | $401.2 萬 | 1.62% | −2,096−9.5% | 減碼 |
| Nicholas Investment Partners, LP | 19,967 | $399.9 萬 | 0.41% | 00.0% | 不變 |
| StrongBox Wealth, LLC | 19,951 | $399.6 萬 | 2.11% | −921−4.4% | 減碼 |
| Sawgrass Asset Management LLC | 19,902 | $398.6 萬 | 0.44% | −428−2.1% | 減碼 |
| Phoenix Wealth Advisors | 19,836 | $397.3 萬 | 2.42% | −1,638−7.6% | 減碼 |
| Relyea Zuckerberg Hanson LLC | 19,824 | $397.1 萬 | 0.70% | +1,487+8.1% | 加碼 |
| RKL Wealth Management LLC | 19,770 | $396.0 萬 | 0.39% | −42−0.2% | 減碼 |
| Beech Hill Advisors, Inc. | 19,751 | $395.6 萬 | 1.64% | +2,720+16.0% | 加碼 |
| Violich Capital Management, Inc. | 19,695 | $394.5 萬 | 0.56% | +9,210+87.8% | 加碼 |
| Burney Co | 19,674 | $394.1 萬 | 0.15% | −15,387−43.9% | 減碼 |
| Second Line Capital, LLC | 19,653 | $393.7 萬 | 1.28% | +1,415+7.8% | 加碼 |
| Ritter Daniher Financial Advisory LLC | 19,623 | $393.0 萬 | 1.30% | +104+0.5% | 加碼 |
| O'Dell Group, LLC | 19,621 | $393.0 萬 | 0.96% | −287−1.4% | 減碼 |
| Regatta Capital Group, LLC | 19,618 | $392.9 萬 | 0.88% | +354+1.8% | 加碼 |
| Piscataqua Savings Bank | 19,613 | $392.8 萬 | 3.47% | −1,203−5.8% | 減碼 |
| Prudent Man Advisors, LLC | 19,592 | $392.4 萬 | 1.47% | −1,160−5.6% | 減碼 |
| MONECO Advisors, LLC | 19,576 | $392.1 萬 | 0.62% | +6,535+50.1% | 加碼 |
| First United Bank Trust | 19,540 | $391.4 萬 | 1.45% | +230+1.2% | 加碼 |
| Portside Wealth Group, LLC | 19,460 | $389.8 萬 | 0.72% | −614−3.1% | 減碼 |
| Acropolis Investment Management, LLC | 19,434 | $389.3 萬 | 0.25% | −225−1.1% | 減碼 |
| 180 Wealth Advisors, LLC | 19,426 | $389.1 萬 | 0.70% | +129+0.7% | 加碼 |
| Tiemann Investment Advisors, LLC | 19,422 | $389.0 萬 | 1.74% | −65−0.3% | 減碼 |
| Family Management Corp | 19,371 | $388.0 萬 | 0.72% | +528+2.8% | 加碼 |
| Hedeker Wealth, LLC | 19,354 | $387.7 萬 | 1.12% | +615+3.3% | 加碼 |
| Huber Capital Management LLC | 19,333 | $387.2 萬 | 0.87% | 00.0% | 不變 |
| Gold Investment Management Ltd. | 19,297 | $386.5 萬 | 1.56% | −46−0.2% | 減碼 |
| Harvey Investment Co LLC | 19,266 | $385.9 萬 | 0.44% | 00.0% | 不變 |
| Cito Capital Group, LLC | 19,263 | $385.8 萬 | 1.58% | +107+0.6% | 加碼 |
| Glen Eagle Advisors, LLC | 19,149 | $383.5 萬 | 0.73% | +39+0.2% | 加碼 |
| Bell Bank | 19,102 | $382.6 萬 | 0.33% | +2,910+18.0% | 加碼 |
| OneAscent Financial Services LLC | 19,091 | $382.4 萬 | 0.42% | −1,497−7.3% | 減碼 |
| Cetera Trust Company, N.A | 19,091 | $382.4 萬 | 2.30% | −675−3.4% | 減碼 |
| Heartland Bank & Trust Co | 19,085 | $382.3 萬 | 2.22% | −607−3.1% | 減碼 |
| Opinicus Capital, Inc. | 19,068 | $381.9 萬 | 3.39% | +2,112+12.5% | 加碼 |
| Processus Wealth & Capital Management, LLC | 19,067 | $381.9 萬 | 3.39% | +502+2.7% | 加碼 |
| BCGM Wealth Management, LLC | 19,061 | $381.8 萬 | 1.37% | +516+2.8% | 加碼 |
| GeoWealth Management, LLC | 19,047 | $381.5 萬 | 0.15% | +5,187+37.4% | 加碼 |
| Investment Advisory Services Inc | 19,030 | $381.2 萬 | 1.40% | −347−1.8% | 減碼 |
| Davis-Rea Ltd. | 19,022 | $381.0 萬 | 1.73% | −16,660−46.7% | 減碼 |
| Trinity Financial Advisors LLC | 18,983 | $380.2 萬 | 1.71% | −3,089−14.0% | 減碼 |