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 |
|---|---|---|---|---|---|
| Voya Financial Advisors, Inc. | 17,042 | $340.0 萬 | 0.39% | +533+3.2% | 加碼 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 16,960 | $339.7 萬 | 1.45% | −91−0.5% | 減碼 |
| Royal Harbor Partners, LLC | 16,955 | $339.6 萬 | 1.48% | +132+0.8% | 加碼 |
| Peak Planning Group, LLC | 16,904 | $338.6 萬 | 2.12% | +469+2.9% | 加碼 |
| Smartleaf Asset Management LLC | 16,933 | $337.9 萬 | 0.65% | +4,071+31.7% | 加碼 |
| Trivant Custom Portfolio Group, LLC | 16,857 | $337.6 萬 | 2.15% | −631−3.6% | 減碼 |
| Continuum Advisory, LLC | 17,077 | $337.3 萬 | 0.50% | −6,589−27.8% | 減碼 |
| Bremer Bank National Association | 16,831 | $337.1 萬 | 0.62% | +671+4.2% | 加碼 |
| Vista Wealth Management Group, LLC | 16,826 | $337.0 萬 | 0.26% | +109+0.7% | 加碼 |
| Guerra Pan Advisors, LLC | 16,780 | $336.1 萬 | 3.11% | −1,835−9.9% | 減碼 |
| First City Capital Management, Inc. | 16,740 | $335.3 萬 | 1.86% | −151−0.9% | 減碼 |
| Eads & Heald Wealth Management | 16,742 | $335.3 萬 | 1.56% | −1,544−8.4% | 減碼 |
| Cumberland Advisors Inc | 16,690 | $334.3 萬 | 1.24% | +440+2.7% | 加碼 |
| Dover Advisors, LLC | 16,677 | $334.0 萬 | 2.29% | +8,024+92.7% | 加碼 |
| Slocum, Gordon & Co LLP | 16,650 | $333.5 萬 | 2.48% | 00.0% | 不變 |
| Marest Capital, LLC | 16,618 | $332.8 萬 | 3.07% | +135+0.8% | 加碼 |
| SFMG, LLC | 16,546 | $331.4 萬 | 0.28% | +1,311+8.6% | 加碼 |
| Dillon & Associates Inc | 16,555 | $331.1 萬 | 0.52% | +633+4.0% | 加碼 |
| KP Management LLC | 16,527 | $331.0 萬 | 1.42% | 00.0% | 不變 |
| Enterprise Financial Services Corp | 16,516 | $330.8 萬 | 1.99% | −1,365−7.6% | 減碼 |
| Hudson Value Partners, LLC | 16,469 | $329.9 萬 | 1.40% | +1,860+12.7% | 加碼 |
| FCG Investment Co | 16,432 | $329.1 萬 | 2.63% | −75−0.5% | 減碼 |
| Missouri Trust & Investment Co | 16,422 | $328.9 萬 | 1.27% | −594−3.5% | 減碼 |
| Martin & Co Inc | 16,383 | $328.1 萬 | 0.80% | −242−1.5% | 減碼 |
| Handelsinvest Investeringsforvaltning | 16,351 | $327.5 萬 | 1.57% | −7,132−30.4% | 減碼 |
| Loudon Investment Management, LLC | 16,303 | $326.5 萬 | 1.88% | 00.0% | 不變 |
| Fortune Financial Advisors, LLC | 16,289 | $326.3 萬 | 2.07% | −1,508−8.5% | 減碼 |
| Spreng Capital Management, Inc. | 16,254 | $325.6 萬 | 1.76% | −121−0.7% | 減碼 |
| Lloyd Advisory Services, LLC. | 16,250 | $325.5 萬 | 0.69% | +13,875+584.2% | 加碼 |
| TCI Wealth Advisors, Inc. | 16,245 | $325.4 萬 | 0.32% | +32+0.2% | 加碼 |
| Wealth Alliance | 16,165 | $323.8 萬 | 0.42% | +1,216+8.1% | 加碼 |
| CFS Investment Advisory Services, LLC | 16,159 | $323.7 萬 | 0.54% | +354+2.2% | 加碼 |
| Cynosure Management, LLC | 16,151 | $323.5 萬 | 0.58% | +5,702+54.6% | 加碼 |
| Hudson Canyon Capital Management | 16,137 | $323.2 萬 | 2.08% | 00.0% | 不變 |
| Riverview Trust Co | 16,127 | $323.0 萬 | 2.49% | +120+0.7% | 加碼 |
| WMS Partners, LLC | 16,099 | $322.5 萬 | 0.22% | +797+5.2% | 加碼 |
| GSB Wealth Management, LLC | 16,067 | $321.8 萬 | 0.91% | −226−1.4% | 減碼 |
| Cornell Pochily Investment Advisors, Inc. | 16,056 | $321.6 萬 | 1.28% | +179+1.1% | 加碼 |
| Pinnacle Bancorp, Inc. | 16,045 | $321.4 萬 | 0.95% | +19+0.1% | 加碼 |
| Twelve Points Wealth Management LLC | 16,035 | $321.2 萬 | 1.18% | −212−1.3% | 減碼 |
| LM Advisors LLC | 16,025 | $321.0 萬 | 0.51% | +2,077+14.9% | 加碼 |
| Lederer & Associates Investment Counsel | 16,013 | $320.7 萬 | 2.23% | −612−3.7% | 減碼 |
| TriaGen Wealth Management LLC | 16,006 | $320.6 萬 | 1.33% | −15−0.1% | 減碼 |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 15,992 | $320.3 萬 | 0.49% | −23,755−59.8% | 減碼 |
| Eclectic Associates Inc | 15,983 | $320.1 萬 | 1.46% | −926−5.5% | 減碼 |
| Hartline Investment Corp | 15,962 | $319.7 萬 | 0.56% | +619+4.0% | 加碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 15,962 | $319.7 萬 | 0.56% | +837+5.5% | 加碼 |
| E Fund Management Co., Ltd. | 15,961 | $319.7 萬 | 0.20% | +11,392+249.3% | 加碼 |
| Founders Financial Securities LLC | 15,933 | $319.1 萬 | 0.33% | −3,537−18.2% | 減碼 |
| Clear Rock Advisors, LLC | 15,929 | $319.1 萬 | 1.39% | +94+0.6% | 加碼 |
| Boit C F David | 16,629 | $319.0 萬 | 1.74% | 00.0% | 不變 |
| Krilogy Financial LLC | 15,892 | $318.3 萬 | 0.24% | +69+0.4% | 加碼 |
| Marion Wealth Management | 15,886 | $318.2 萬 | 0.95% | +70+0.4% | 加碼 |
| Abundance Wealth Counselors | 15,857 | $317.6 萬 | 0.73% | −65−0.4% | 減碼 |
| Sustainable Insight Capital Management, LLC | 15,848 | $317.4 萬 | 2.29% | +100+0.6% | 加碼 |
| Joseph Group Capital Management | 15,823 | $316.9 萬 | 1.59% | +2,280+16.8% | 加碼 |
| Delta Asset Management LLC | 15,784 | $316.2 萬 | 0.28% | −157−1.0% | 減碼 |
| Chatham Capital Group, Inc. | 15,782 | $316.1 萬 | 0.58% | +375+2.4% | 加碼 |
| Pinnacle West Asset Management, Inc. | 15,770 | $315.9 萬 | 2.51% | −90−0.6% | 減碼 |
| Ironwood Financial, llc | 15,749 | $315.5 萬 | 0.73% | +30+0.2% | 加碼 |
| Institute for Wealth Management, LLC. | 15,729 | $315.0 萬 | 0.41% | −467−2.9% | 減碼 |
| Mount Lucas Management LP | 15,706 | $314.6 萬 | 1.05% | −1,437−8.4% | 減碼 |
| IPG Investment Advisors LLC | 15,694 | $314.4 萬 | 0.69% | −418−2.6% | 減碼 |
| Holistic Financial Partners | 15,672 | $313.9 萬 | 1.60% | +168+1.1% | 加碼 |
| Fiduciary Family Office, LLC | 15,668 | $313.8 萬 | 1.23% | +1,063+7.3% | 加碼 |
| Aaron Wealth Advisors | 15,664 | $313.7 萬 | 0.45% | +4,109+35.6% | 加碼 |
| Wills Financial Group, Inc. | 15,655 | $313.6 萬 | 1.48% | +1,097+7.5% | 加碼 |
| Black Swift Group, LLC | 15,623 | $312.9 萬 | 0.80% | −2,692−14.7% | 減碼 |
| Sage Investment Advisers LLC | 15,619 | $312.8 萬 | 3.59% | −1,773−10.2% | 減碼 |
| Chilton Investment Co LLC | 15,580 | $312.1 萬 | 0.09% | −175−1.1% | 減碼 |
| Counterweight Ventures, LLC | 15,547 | $311.4 萬 | 2.51% | +2,674+20.8% | 加碼 |
| Phillips Financial Management, LLC | 15,539 | $311.3 萬 | 0.25% | +238+1.6% | 加碼 |
| Ruffer LLP | 15,536 | $311.2 萬 | 0.12% | −145−0.9% | 減碼 |
| Boltwood Capital Management | 15,516 | $310.8 萬 | 0.96% | −355−2.2% | 減碼 |
| Next Capital Management LLC | 15,510 | $310.7 萬 | 1.26% | +395+2.6% | 加碼 |
| Roof Eidam & Maycock | 15,489 | $310.2 萬 | 0.85% | +197+1.3% | 加碼 |
| Gleason Group, Inc. | 15,483 | $310.1 萬 | 0.65% | −420−2.6% | 減碼 |
| Aberdeen Wealth Management LLC | 15,469 | $309.8 萬 | 1.80% | 00.0% | 不變 |
| Segment Wealth Management, LLC | 15,458 | $309.6 萬 | 0.24% | +298+2.0% | 加碼 |
| Main Street Financial Solutions, LLC | 15,432 | $309.1 萬 | 0.33% | +1,797+13.2% | 加碼 |
| Titleist Asset Management, LLC | 15,317 | $306.8 萬 | 0.54% | +191+1.3% | 加碼 |
| KKM Financial LLC | 15,293 | $306.3 萬 | 1.49% | +212+1.4% | 加碼 |
| Pensionmark Financial Group, LLC | 9,491 | $306.3 萬 | 0.44% | −9,791−50.8% | 減碼 |
| Delta Financial Advisors LLC | 15,281 | $306.1 萬 | 1.21% | +171+1.1% | 加碼 |
| All Terrain Financial Advisors, LLC | 15,277 | $306.0 萬 | 1.32% | −427−2.7% | 減碼 |
| Alaethes Wealth LLC | 15,272 | $305.9 萬 | 1.34% | −16−0.1% | 減碼 |
| Jessup Wealth Management, Inc | 15,256 | $305.6 萬 | 1.31% | −32,204−67.9% | 減碼 |
| Court Place Advisors, LLC | 15,253 | $305.5 萬 | 0.99% | −2,350−13.3% | 減碼 |
| Townsend & Associates, Inc | 15,895 | $305.4 萬 | 0.36% | −484−3.0% | 減碼 |
| Brady Family Wealth, LLC | 15,242 | $305.3 萬 | 0.99% | +134+0.9% | 加碼 |
| Prestige Wealth Management Group LLC | 15,211 | $304.7 萬 | 0.66% | −8,417−35.6% | 減碼 |
| Continental Advisors LLC | 15,135 | $303.2 萬 | 2.40% | −500−3.2% | 減碼 |
| Ramirez Asset Management, Inc. | 15,127 | $303.0 萬 | 0.61% | +869+6.1% | 加碼 |
| Emfo, LLC | 15,111 | $302.7 萬 | 2.77% | −875−5.5% | 減碼 |
| Armor Investment Advisors, LLC | 15,057 | $301.6 萬 | 1.45% | +38+0.3% | 加碼 |
| Weik Capital Management | 15,042 | $301.3 萬 | 1.28% | −538−3.5% | 減碼 |
| Advent Capital Management | 15,000 | $300.4 萬 | 0.08% | −5,000−25.0% | 減碼 |
| Grandview Asset Management LLC | 14,983 | $300.1 萬 | 1.36% | +202+1.4% | 加碼 |
| Fortem Financial Group, LLC | 14,867 | $297.8 萬 | 1.31% | +974+7.0% | 加碼 |
| Lynx Capital Group Ltd | 14,837 | $297.2 萬 | 2.01% | −293−1.9% | 減碼 |