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 5,157 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
- 4,121
- 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 1,862 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 | 5,157 | $6,437 億 |
| 2026 年第 1 季 | 5,103 | $5,721 億 |
| 2025 年第 4 季 | 5,155 | $6,395 億 |
| 2025 年第 3 季 | 4,766 | $6,180 億 |
| 2025 年第 2 季 | 4,753 | $5,824 億 |
| 2025 年第 1 季 | 4,680 | $4,946 億 |
| 2024 年第 4 季 | 4,680 | $4,900 億 |
| 2024 年第 3 季 | 4,216 | $4,294 億 |
| 2024 年第 2 季 | 4,182 | $4,162 億 |
| 2024 年第 1 季 | 4,121 | $4,145 億 |
| 2023 年第 4 季 | 4,002 | $3,518 億 |
| 2023 年第 3 季 | 3,711 | $2,970 億 |
| 2023 年第 2 季 | 3,673 | $2,976 億 |
| 2023 年第 1 季 | 3,613 | $2,663 億 |
| 2022 年第 4 季 | 3,629 | $2,783 億 |
| 2022 年第 3 季 | 3,396 | $2,129 億 |
| 2022 年第 2 季 | 3,428 | $2,293 億 |
| 2022 年第 1 季 | 3,520 | $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 |
|---|---|---|---|---|---|
| Locust Wood Capital Advisers, LLC | 296,653 | $5,942 萬 | 2.34% | −112,321−27.5% | 減碼 |
| Badgley Phelps Wealth Managers, LLC | 294,554 | $5,900 萬 | 1.48% | +5,168+1.8% | 加碼 |
| Cornerstone Investment Partners, LLC | 294,275 | $5,894 萬 | 2.87% | −26,273−8.2% | 減碼 |
| Argent Trust Co | 293,018 | $5,869 萬 | 2.64% | −985−0.3% | 減碼 |
| North Star Investment Management Corp. | 291,996 | $5,849 萬 | 4.17% | +151+0.1% | 加碼 |
| Barrow Hanley Mewhinney & Strauss LLC | 290,332 | $5,815 萬 | 0.20% | +2,793+1.0% | 加碼 |
| Spears Abacus Advisors LLC | 288,267 | $5,774 萬 | 1.19% | +74,305+34.7% | 加碼 |
| Meyer Handelman Co | 283,626 | $5,681 萬 | 1.99% | +22,518+8.6% | 加碼 |
| Tocqueville Asset Management L.P. | 283,371 | $5,676 萬 | 0.93% | −6,225−2.1% | 減碼 |
| NewEdge Wealth, LLC | 295,728 | $5,668 萬 | 1.27% | +30,537+11.5% | 加碼 |
| Deprince Race & Zollo Inc | 281,463 | $5,638 萬 | 1.21% | −29,605−9.5% | 減碼 |
| Roffman Miller Associates Inc | 281,399 | $5,636 萬 | 3.77% | −11,124−3.8% | 減碼 |
| Fort Washington Investment Advisors Inc | 280,460 | $5,618 萬 | 0.36% | −19,280−6.4% | 減碼 |
| Credit Agricole S A | 306,558 | $5,556 萬 | 0.95% | +125,380+69.2% | 加碼 |
| PGGM Investments | 277,276 | $5,554 萬 | 0.81% | +34,242+14.1% | 加碼 |
| Sequoia Financial Advisors, LLC | 275,081 | $5,510 萬 | 0.69% | −5,940−2.1% | 減碼 |
| Stephens Inc | 273,723 | $5,483 萬 | 0.85% | +14,629+5.6% | 加碼 |
| Beacon Investment Advisory Services, Inc. | 271,231 | $5,433 萬 | 2.34% | +983+0.4% | 加碼 |
| Atria Investments LLC | 268,340 | $5,374 萬 | 0.74% | −8,442−3.1% | 減碼 |
| Ceredex Value Advisors LLC | 268,197 | $5,372 萬 | 0.94% | −54,769−17.0% | 減碼 |
| Capital International Sarl | 266,595 | $5,340 萬 | 1.77% | +30,221+12.8% | 加碼 |
| Wealthfront Advisers LLC | 264,806 | $5,304 萬 | 0.19% | +1,494+0.6% | 加碼 |
| Elo Mutual Pension Insurance Co | 264,157 | $5,291 萬 | 1.24% | +10,437+4.1% | 加碼 |
| Searle & Co. | 261,967 | $5,247 萬 | 13.38% | −130.0% | 減碼 |
| Nexus Investment Management ULC | 260,887 | $5,226 萬 | 5.04% | −910−0.3% | 減碼 |
| Sabal Trust CO | 259,224 | $5,192 萬 | 3.01% | −7,971−3.0% | 減碼 |
| Country Trust Bank | 258,880 | $5,185 萬 | 1.34% | −18,809−6.8% | 減碼 |
| JustInvest LLC | 257,916 | $5,166 萬 | 1.11% | +23,617+10.1% | 加碼 |
| Destination Wealth Management | 255,789 | $5,123 萬 | 1.70% | −9,343−3.5% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 255,669 | $5,121 萬 | 0.82% | +1130.0% | 加碼 |
| Jefferies Financial Group Inc. | 255,150 | $5,111 萬 | 1.03% | +100,314+64.8% | 加碼 |
| Ieq Capital, LLC | 253,481 | $5,077 萬 | 0.73% | +10,851+4.5% | 加碼 |
| Markel Group Inc.大師馬克爾集團 | 252,550 | $5,059 萬 | 0.50% | 00.0% | 不變 |
| Boston Private Wealth LLC | 251,626 | $5,040 萬 | 1.12% | −14,221−5.3% | 減碼 |
| ZWJ Investment Counsel Inc | 251,138 | $5,030 萬 | 2.29% | −1,328−0.5% | 減碼 |
| Gamco Investors, Inc. Et Al | 251,126 | $5,030 萬 | 0.51% | −5,432−2.1% | 減碼 |
| Argent Capital Management LLC | 250,853 | $5,025 萬 | 1.46% | −2,671−1.1% | 減碼 |
| Polar Capital Holdings Plc | 250,236 | $5,012 萬 | 0.30% | −9,639−3.7% | 減碼 |
| Modera Wealth Management, LLC | 249,336 | $4,994 萬 | 0.76% | −6,860−2.7% | 減碼 |
| Hancock Whitney Corp | 248,381 | $4,975 萬 | 1.72% | +6,164+2.5% | 加碼 |
| Foundry Partners, LLC | 247,521 | $4,958 萬 | 2.65% | −19,596−7.3% | 減碼 |
| Crestwood Advisors Group LLC | 247,190 | $4,951 萬 | 1.08% | +789+0.3% | 加碼 |
| Oregon Public Employees Retirement Fund | 247,171 | $4,951 萬 | 0.98% | +21,200+9.4% | 加碼 |
| Taurus Asset Management, LLC | 246,973 | $4,947 萬 | 5.01% | −6,816−2.7% | 減碼 |
| Gulf International Bank (UK) Ltd | 246,585 | $4,939 萬 | 1.25% | +4,033+1.7% | 加碼 |
| McDonald Capital Investors Inc | 246,417 | $4,936 萬 | 3.09% | −3,975−1.6% | 減碼 |
| HM Payson & Co | 246,192 | $4,931 萬 | 0.92% | −5,309−2.1% | 減碼 |
| Cambiar Investors LLC | 244,742 | $4,902 萬 | 1.83% | −77,550−24.1% | 減碼 |
| First Horizon Advisors, Inc. | 244,319 | $4,894 萬 | 1.51% | +5,537+2.3% | 加碼 |
| Hosking Partners LLP | 243,802 | $4,883 萬 | 1.80% | −735−0.3% | 減碼 |
| Kestra Private Wealth Services, LLC | 243,339 | $4,874 萬 | 1.10% | +1,865+0.8% | 加碼 |
| Bridges Investment Management Inc | 240,837 | $4,824 萬 | 1.51% | −2,891−1.2% | 減碼 |
| First Manhattan Co | 240,757 | $4,823 萬 | 0.16% | −2,595−1.1% | 減碼 |
| Sanibel Captiva Trust Company, Inc. | 240,633 | $4,820 萬 | 1.64% | +4,075+1.7% | 加碼 |
| Daymark Wealth Partners, LLC | 340,006 | $4,817 萬 | 2.59% | +2,336+0.7% | 加碼 |
| Allianz SE | 240,327 | $4,814 萬 | 1.52% | +240,327 | 新進 |
| Achmea Investment Management B.V. | 239,673 | $4,801 萬 | 0.92% | −2,867−1.2% | 減碼 |
| Lido Advisors, LLC | 236,501 | $4,737 萬 | 0.42% | −2,168−0.9% | 減碼 |
| Busey Wealth Management | 236,162 | $4,730 萬 | 1.68% | +380+0.2% | 加碼 |
| Interval Partners, LP | 236,004 | $4,727 萬 | 1.78% | +7,171+3.1% | 加碼 |
| Ingalls & Snyder LLC | 235,735 | $4,722 萬 | 2.10% | −3,526−1.5% | 減碼 |
| Phoenix Holdings Ltd. | 234,601 | $4,699 萬 | 0.65% | +39,424+20.2% | 加碼 |
| Private Wealth Partners, LLC | 234,244 | $4,692 萬 | 3.75% | −3,438−1.4% | 減碼 |
| Bryn Mawr Trust Co | 232,454 | $4,656 萬 | 1.79% | +232,454 | 新進 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 232,709 | $4,650 萬 | 0.53% | −38,988−14.3% | 減碼 |
| Salem Investment Counselors Inc | 231,388 | $4,635 萬 | 1.52% | +4,402+1.9% | 加碼 |
| Pacer Advisors, Inc. | 231,033 | $4,628 萬 | 0.11% | −14,753−6.0% | 減碼 |
| Villere St Denis J & Co LLC | 230,892 | $4,625 萬 | 3.69% | −3,000−1.3% | 減碼 |
| Todd Asset Management LLC | 229,736 | $4,602 萬 | 0.94% | −17,957−7.2% | 減碼 |
| Moran Wealth Management, LLC | 229,140 | $4,590 萬 | 1.49% | +36,068+18.7% | 加碼 |
| Nippon Life Global Investors Americas, Inc. | 228,860 | $4,584 萬 | 2.14% | +15,010+7.0% | 加碼 |
| Bridgeway Capital Management, LLC | 228,489 | $4,577 萬 | 0.94% | −225−0.1% | 減碼 |
| Johnson Investment Counsel Inc | 227,828 | $4,563 萬 | 0.50% | −38,558−14.5% | 減碼 |
| Payden & Rygel | 226,750 | $4,542 萬 | 3.10% | −24,600−9.8% | 減碼 |
| Payden & Rygel Investment Group | 226,750 | $4,542 萬 | 3.10% | +226,750 | 新進 |
| Heritage Investors Management Corp | 226,717 | $4,541 萬 | 1.60% | −6,717−2.9% | 減碼 |
| Baker Avenue Asset Management, LP | 226,249 | $4,532 萬 | 1.79% | +949+0.4% | 加碼 |
| NorthCrest Asset Manangement, LLC | 225,359 | $4,514 萬 | 1.54% | −3,310−1.4% | 減碼 |
| BNP Paribas | 227,429 | $4,509 萬 | 2.11% | +227,429 | 新進 |
| Stratos Wealth Partners, LTD. | 222,897 | $4,465 萬 | 0.74% | +2,070+0.9% | 加碼 |
| Polaris Capital Management, LLC | 222,251 | $4,452 萬 | 2.22% | −82,200−27.0% | 減碼 |
| Conning Inc. | 221,718 | $4,433 萬 | 1.45% | −10,672−4.6% | 減碼 |
| Mediolanum International Funds Ltd | 220,510 | $4,400 萬 | 0.72% | +220,510 | 新進 |
| Kentucky Retirement Systems | 219,552 | $4,398 萬 | 1.31% | −11,760−5.1% | 減碼 |
| La Banque Postale Asset Management SA | 218,611 | $4,379 萬 | 1.74% | −10,348−4.5% | 減碼 |
| Two Sigma Advisers, LP | 218,600 | $4,379 萬 | 0.10% | +218,600 | 新進 |
| Rokos Capital Management LLP | 218,431 | $4,376 萬 | 1.12% | +218,431 | 新進 |
| Patient Capital Management, LLC | 216,724 | $4,341 萬 | 2.11% | −51,687−19.3% | 減碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 216,649 | $4,339 萬 | 1.57% | −42,796−16.5% | 減碼 |
| Brinker Capital Investments, LLC | 216,425 | $4,335 萬 | 0.46% | −8,092−3.6% | 減碼 |
| Orion Portfolio Solutions, LLC | 216,425 | $4,335 萬 | 0.46% | −8,092−3.6% | 減碼 |
| Natixis Investment Managers International | 216,060 | $4,328 萬 | 2.95% | +69,820+47.7% | 加碼 |
| Illinois Municipal Retirement Fund | 215,840 | $4,323 萬 | 0.66% | +7,632+3.7% | 加碼 |
| Venture Visionary Partners LLC | 214,692 | $4,300 萬 | 2.04% | −27,100−11.2% | 減碼 |
| Point72 Asset Management, L.P. | 214,197 | $4,290 萬 | 0.12% | +136,567+175.9% | 加碼 |
| Howard Capital Management Group, LLC | 213,593 | $4,278 萬 | 3.30% | +2,259+1.1% | 加碼 |
| Capital Investment Advisors, LLC | 213,266 | $4,272 萬 | 1.00% | +4,925+2.4% | 加碼 |
| Klingenstein Fields & Co LP | 213,059 | $4,268 萬 | 1.77% | −5,931−2.7% | 減碼 |
| FreeGulliver LLC | 212,311 | $4,253 萬 | 37.76% | +21,403+11.2% | 加碼 |
| Mill Capital Management, LLC | 211,772 | $4,242 萬 | 3.54% | −11,390−5.1% | 減碼 |