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 |
|---|---|---|---|---|---|
| Raab & Moskowitz Asset Management LLC | 18,976 | $380.1 萬 | 1.06% | +44+0.2% | 加碼 |
| New Republic Capital, LLC | 18,975 | $380.1 萬 | 2.41% | +6,778+55.6% | 加碼 |
| Oak Asset Management, LLC | 18,949 | $379.5 萬 | 1.42% | −60−0.3% | 減碼 |
| Investment Partners, Ltd. | 18,947 | $379.5 萬 | 1.72% | −355−1.8% | 減碼 |
| Blueprint Investment Partners LLC | 18,940 | $379.4 萬 | 0.75% | +948+5.3% | 加碼 |
| Banco de Sabadell, S.A | 18,958 | $379.3 萬 | 2.83% | −1,072−5.4% | 減碼 |
| Canton Hathaway, LLC | 18,939 | $379.3 萬 | 1.02% | −700−3.6% | 減碼 |
| Miller Investment Management, LP | 18,935 | $379.3 萬 | 0.48% | 00.0% | 不變 |
| Twin City Private Wealth, LLC | 18,902 | $378.6 萬 | 3.73% | +18,902 | 新進 |
| Raelipskie Partnership | 18,874 | $378.0 萬 | 2.15% | −643−3.3% | 減碼 |
| Norden Group LLC | 18,869 | $377.9 萬 | 0.77% | +18,869 | 新進 |
| WT Wealth Management | 18,862 | $377.8 萬 | 1.35% | −456−2.4% | 減碼 |
| Graybill Bartz & Assoc Ltd | 18,849 | $377.5 萬 | 1.59% | −37−0.2% | 減碼 |
| Criterion Capital Advisors, LLC | 18,835 | $377.3 萬 | 2.51% | +663+3.6% | 加碼 |
| JT Stratford LLC | 18,802 | $376.6 萬 | 0.75% | −568−2.9% | 減碼 |
| Aureus Asset Management, LLC | 18,776 | $376.1 萬 | 0.26% | −501−2.6% | 減碼 |
| Van Cleef Asset Management,Inc | 18,744 | $375.4 萬 | 0.47% | −110−0.6% | 減碼 |
| Alexander Randolph Advisory, Inc. | 18,690 | $374.4 萬 | 3.28% | −239−1.3% | 減碼 |
| Karpas Strategies, LLC | 18,669 | $373.9 萬 | 1.16% | +38+0.2% | 加碼 |
| River Street Advisors LLC | 18,651 | $373.6 萬 | 2.52% | +841+4.7% | 加碼 |
| Schwarz Dygos Wheeler Investment Advisors LLC | 18,648 | $373.5 萬 | 1.06% | +586+3.2% | 加碼 |
| Coastal Investment Advisors, Inc. | 18,646 | $373.5 萬 | 0.77% | +1,094+6.2% | 加碼 |
| Morningstar Investment Management LLC | 18,631 | $373.2 萬 | 0.40% | +680+3.8% | 加碼 |
| Congress Park Capital LLC | 18,632 | $373.2 萬 | 1.65% | −1,300−6.5% | 減碼 |
| Register Financial Advisors LLC | 18,615 | $372.9 萬 | 1.93% | +838+4.7% | 加碼 |
| Sawyer & Company, Inc | 18,590 | $372.4 萬 | 1.49% | −10−0.1% | 減碼 |
| Nwam LLC | 19,240 | $371.4 萬 | 0.30% | −1,533−7.4% | 減碼 |
| Baker Tilly Wealth Management, LLC | 18,500 | $370.5 萬 | 0.67% | −1,939−9.5% | 減碼 |
| Arbor Trust Wealth Advisors, LLC | 18,829 | $370.2 萬 | 2.03% | +220+1.2% | 加碼 |
| Advisor OS, LLC | 18,467 | $369.9 萬 | 0.43% | +2,564+16.1% | 加碼 |
| Snider Financial Group | 18,443 | $369.4 萬 | 1.54% | +160+0.9% | 加碼 |
| Aspen Investment Management Inc | 18,433 | $369.2 萬 | 1.88% | −83−0.4% | 減碼 |
| Cove Private Wealth, LLC | 18,400 | $368.6 萬 | 3.15% | 00.0% | 不變 |
| Oak Family Advisors, LLC | 18,337 | $367.3 萬 | 1.41% | −136−0.7% | 減碼 |
| Advisor Resource Council | 21,571 | $367.1 萬 | 1.56% | −6,401−22.9% | 減碼 |
| Integrated Investment Consultants, LLC | 18,323 | $367.0 萬 | 1.01% | +36+0.2% | 加碼 |
| WP Advisors, LLC | 18,297 | $366.5 萬 | 1.20% | −183−1.0% | 減碼 |
| World Equity Group, Inc. | 18,273 | $366.2 萬 | 0.75% | +230+1.3% | 加碼 |
| Worth Financial Advisory Group, LLC | 18,256 | $365.7 萬 | 2.53% | +751+4.3% | 加碼 |
| Winton Group Ltd | 18,251 | $365.6 萬 | 0.26% | −465−2.5% | 減碼 |
| Ethos Financial Group, LLC | 18,231 | $365.2 萬 | 0.69% | −330−1.8% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 18,225 | $365.1 萬 | 0.11% | −40−0.2% | 減碼 |
| Goldstone Financial Group, LLC | 18,199 | $364.5 萬 | 0.84% | −97−0.5% | 減碼 |
| MeadowBrook Investment Advisors LLC | 18,191 | $364.4 萬 | 3.39% | −764−4.0% | 減碼 |
| Tranquility Partners, LLC | 18,185 | $364.2 萬 | 1.41% | −410−2.2% | 減碼 |
| Wynn Capital, LLC | 18,142 | $363.4 萬 | 2.81% | −422−2.3% | 減碼 |
| Tandem Capital Management Corp | 18,115 | $362.8 萬 | 2.06% | −135−0.7% | 減碼 |
| Channel Wealth LLC | 18,095 | $362.4 萬 | 1.46% | +427+2.4% | 加碼 |
| Aries Wealth Management | 18,062 | $361.8 萬 | 1.17% | −135−0.7% | 減碼 |
| Peoples Financial Services Corp. | 18,040 | $361.3 萬 | 1.57% | −663−3.5% | 減碼 |
| Center for Financial Planning, Inc. | 18,017 | $360.9 萬 | 0.54% | +521+3.0% | 加碼 |
| Moseley Investment Management Inc | 18,009 | $360.7 萬 | 1.79% | +100+0.6% | 加碼 |
| L & S Advisors Inc | 17,997 | $360.5 萬 | 0.41% | −46,352−72.0% | 減碼 |
| Smith, Moore & Co. | 17,947 | $359.5 萬 | 0.38% | −48−0.3% | 減碼 |
| Oak Harbor Wealth Partners, LLC | 17,943 | $359.4 萬 | 1.12% | −49−0.3% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 17,909 | $358.7 萬 | 0.53% | −144−0.8% | 減碼 |
| Walleye Capital LLC | 17,897 | $358.5 萬 | 0.04% | +17,897 | 新進 |
| Dumont & Blake Investment Advisors LLC | 17,879 | $358.1 萬 | 1.03% | −20.0% | 減碼 |
| Engineers Gate Manager LP | 17,868 | $357.9 萬 | 0.09% | +17,868 | 新進 |
| Rollins Financial Advisors, LLC | 17,831 | $357.1 萬 | 0.67% | +2,932+19.7% | 加碼 |
| Hanson & Doremus Investment Management | 17,827 | $357.1 萬 | 0.62% | −385−2.1% | 減碼 |
| Good Life Advisors, LLC | 17,827 | $357.1 萬 | 0.32% | +20.0% | 加碼 |
| Home Federal Bank of Tennessee | 17,808 | $356.7 萬 | 1.10% | 00.0% | 不變 |
| Everett Harris & Co | 17,790 | $356.3 萬 | 0.05% | +146+0.8% | 加碼 |
| Valley Brook Capital Group | 22,582 | $355.9 萬 | 2.84% | −1,472−6.1% | 減碼 |
| Nvest Financial, LLC | 17,765 | $355.8 萬 | 2.37% | +527+3.1% | 加碼 |
| Central Pacific Bank - Trust Division | 17,881 | $355.7 萬 | 0.44% | +17,881 | 新進 |
| Game Plan Financial Advisors, LLC | 17,743 | $355.4 萬 | 1.80% | +650+3.8% | 加碼 |
| Slagle Financial, LLC | 17,725 | $355.1 萬 | 1.93% | −32,453−64.7% | 減碼 |
| Entropy Technologies, LP | 17,686 | $354.3 萬 | 0.38% | +17,686 | 新進 |
| Source Financial Advisors LLC | 17,679 | $354.1 萬 | 1.07% | −9,642−35.3% | 減碼 |
| Wrapmanager Inc | 17,662 | $353.8 萬 | 0.98% | +4,779+37.1% | 加碼 |
| Affinity Wealth Management LLC | 17,660 | $353.7 萬 | 0.66% | −45−0.3% | 減碼 |
| Cedar Brook Financial Partners, LLC | 17,635 | $353.2 萬 | 0.70% | +18+0.1% | 加碼 |
| Pegasus Partners Ltd. | 17,627 | $353.1 萬 | 0.37% | +38+0.2% | 加碼 |
| Condor Capital Management | 17,603 | $352.6 萬 | 0.35% | −397−2.2% | 減碼 |
| Chesapeake Asset Management LLC | 17,579 | $352.1 萬 | 3.49% | −926−5.0% | 減碼 |
| Bull Street Advisors, LLC | 17,568 | $351.9 萬 | 1.68% | −17−0.1% | 減碼 |
| Aull & Monroe Investment Management Corp | 17,543 | $351.4 萬 | 1.61% | −457−2.5% | 減碼 |
| Vectors Research Management, LLC | 17,520 | $350.9 萬 | 0.99% | −27,083−60.7% | 減碼 |
| Garrett Investment Advisors LLC | 17,490 | $350.3 萬 | 0.44% | +101+0.6% | 加碼 |
| White Pine Capital LLC | 18,257 | $350.1 萬 | 1.33% | +546+3.1% | 加碼 |
| Secure Asset Management, LLC | 17,410 | $348.7 萬 | 0.82% | −2,181−11.1% | 減碼 |
| Quadrant Private Wealth Management, LLC | 17,388 | $348.3 萬 | 0.88% | −7,921−31.3% | 減碼 |
| New Potomac Partners, LLC | 17,375 | $348.0 萬 | 1.93% | −1,673−8.8% | 減碼 |
| Central Bank & Trust Co | 17,368 | $347.9 萬 | 0.50% | +535+3.2% | 加碼 |
| Atlantic Edge Private Wealth Management, LLC | 17,358 | $347.7 萬 | 1.20% | +516+3.1% | 加碼 |
| Asahi Life Asset Management Co., Ltd. | 17,323 | $347.0 萬 | 2.08% | −5,280−23.4% | 減碼 |
| 3Chopt Investment Partners, LLC | 17,297 | $346.5 萬 | 1.42% | +40+0.2% | 加碼 |
| Forza Wealth Management, LLC | 17,204 | $344.6 萬 | 1.79% | −250−1.4% | 減碼 |
| Financial Planning & Information Services, Inc. | 17,193 | $344.4 萬 | 0.52% | −259−1.5% | 減碼 |
| Waterloo Capital, L.P. | 17,167 | $343.9 萬 | 0.44% | +367+2.2% | 加碼 |
| Mather Group, LLC. | 20,178 | $343.2 萬 | 0.05% | −315−1.5% | 減碼 |
| Moser Wealth Advisors, LLC | 17,134 | $343.2 萬 | 1.91% | −225−1.3% | 減碼 |
| Synergy Financial Management, LLC | 17,097 | $342.4 萬 | 0.58% | −13,141−43.5% | 減碼 |
| Avidian Wealth Solutions, LLC | 17,084 | $342.2 萬 | 0.18% | +4,909+40.3% | 加碼 |
| L.M. Kohn & Company | 17,028 | $341.1 萬 | 0.96% | +779+4.8% | 加碼 |
| LGT Fund Management Co Ltd. | 17,010 | $340.7 萬 | 1.42% | +140+0.8% | 加碼 |
| Skopos Labs, Inc. | 17,121 | $340.6 萬 | 1.47% | −20.0% | 減碼 |
| Benin Management CORP | 16,987 | $340.2 萬 | 1.08% | −459−2.6% | 減碼 |