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 |
|---|---|---|---|---|---|
| Clifford Swan Investment Counsel LLC | 210,579 | $4,218 萬 | 1.57% | −7,359−3.4% | 減碼 |
| Trust Co of Vermont | 208,593 | $4,178 萬 | 2.33% | +43,839+26.6% | 加碼 |
| Washington Trust Co | 208,082 | $4,168 萬 | 1.53% | −9,365−4.3% | 減碼 |
| Jupiter Asset Management Ltd | 207,446 | $4,155 萬 | 0.40% | +110,036+113.0% | 加碼 |
| Fort Pitt Capital Group, LLC | 206,183 | $4,130 萬 | 1.27% | −699−0.3% | 減碼 |
| Wolverine Trading, LLC | 205,257 | $4,111 萬 | 0.42% | −86,163−29.6% | 減碼 |
| Erste Asset Management GmbH | 205,653 | $4,110 萬 | 0.56% | −2,700−1.3% | 減碼 |
| Manitou Investment Management Ltd. | 205,147 | $4,109 萬 | 8.23% | −986−0.5% | 減碼 |
| Northeast Investment Management | 204,926 | $4,105 萬 | 2.02% | −1,179−0.6% | 減碼 |
| Gradient Investments LLC | 203,998 | $4,086 萬 | 0.95% | −9,976−4.7% | 減碼 |
| Chesley Taft & Associates LLC | 203,917 | $4,084 萬 | 2.09% | −303−0.1% | 減碼 |
| Thomasville National Bank | 203,181 | $4,070 萬 | 3.35% | +1,716+0.9% | 加碼 |
| Crossmark Global Holdings, Inc. | 202,931 | $4,065 萬 | 0.78% | −5,008−2.4% | 減碼 |
| Maryland State Retirement & Pension System | 225,861 | $4,055 萬 | 0.81% | +1,321+0.6% | 加碼 |
| St Germain D J Co Inc | 201,916 | $4,044 萬 | 1.98% | −3,015−1.5% | 減碼 |
| First National Trust Co | 201,712 | $4,040 萬 | 1.64% | −22,933−10.2% | 減碼 |
| Stewart & Patten Co LLC | 201,529 | $4,037 萬 | 6.03% | −11,357−5.3% | 減碼 |
| Oakworth Capital, Inc. | 200,373 | $4,013 萬 | 3.02% | −1,821−0.9% | 減碼 |
| Central Securities Corp | 200,000 | $4,006 萬 | 4.04% | 00.0% | 不變 |
| No Street GP LP | 200,000 | $4,006 萬 | 3.52% | 00.0% | 不變 |
| Acadian Asset Management LLC | 198,476 | $3,975 萬 | 0.14% | +58,759+42.1% | 加碼 |
| Rockland Trust Co | 197,280 | $3,952 萬 | 2.08% | −10,317−5.0% | 減碼 |
| Wharton Business Group, LLC | 196,979 | $3,946 萬 | 1.90% | −2,149−1.1% | 減碼 |
| Highland Capital Management, LLC | 196,837 | $3,943 萬 | 2.27% | +1,353+0.7% | 加碼 |
| Braun Stacey Associates Inc | 196,643 | $3,939 萬 | 1.56% | −377−0.2% | 減碼 |
| Spire Wealth Management | 108,947 | $3,923 萬 | 1.06% | +2,643+2.5% | 加碼 |
| Parallax Volatility Advisers, L.P. | 195,851 | $3,923 萬 | 1.12% | +195,851 | 新進 |
| Avantax Advisory Services, Inc. | 195,655 | $3,919 萬 | 0.35% | +1,909+1.0% | 加碼 |
| Estabrook Capital Management | 194,332 | $3,892 萬 | 6.01% | −3,826−1.9% | 減碼 |
| Maple Capital Management, Inc. | 194,228 | $3,890 萬 | 3.54% | +2,281+1.2% | 加碼 |
| Main Street Research LLC | 193,783 | $3,881 萬 | 2.64% | +13,928+7.7% | 加碼 |
| Prudential PLC | 193,153 | $3,869 萬 | 0.32% | −43,298−18.3% | 減碼 |
| Moody Lynn & Lieberson, LLC | 192,019 | $3,846 萬 | 2.59% | +1,722+0.9% | 加碼 |
| Chilton Capital Management LLC | 191,394 | $3,834 萬 | 1.81% | −1,661−0.9% | 減碼 |
| LMCG Investments, LLC | 191,095 | $3,828 萬 | 2.25% | −1,903−1.0% | 減碼 |
| Pictet & Cie (Europe) SA | 190,911 | $3,824 萬 | 1.00% | −1,033−0.5% | 減碼 |
| Private Management Group Inc | 190,590 | $3,818 萬 | 1.45% | −118,078−38.3% | 減碼 |
| Atria Wealth Solutions, Inc. | 190,249 | $3,811 萬 | 0.43% | +12,468+7.0% | 加碼 |
| Howe & Rusling Inc | 189,687 | $3,799 萬 | 3.64% | −2,977−1.5% | 減碼 |
| Chartwell Investment Partners, LLC | 188,947 | $3,785 萬 | 1.31% | +1,200+0.6% | 加碼 |
| Silvercrest Asset Management Group LLC | 188,565 | $3,777 萬 | 0.26% | −3,420−1.8% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 188,140 | $3,768 萬 | 0.86% | +22,382+13.5% | 加碼 |
| Madison Asset Management, LLC | 187,868 | $3,763 萬 | 0.46% | −23,770−11.2% | 減碼 |
| Capital International Ltd | 186,935 | $3,744 萬 | 1.79% | +22,753+13.9% | 加碼 |
| Hartford Investment Management Co | 186,820 | $3,742 萬 | 1.32% | −7,983−4.1% | 減碼 |
| Hyman Charles D | 186,171 | $3,729 萬 | 2.06% | −330−0.2% | 減碼 |
| Eastern Bank | 186,010 | $3,726 萬 | 1.55% | −18,067−8.9% | 減碼 |
| Eagle Global Advisors LLC | 185,905 | $3,724 萬 | 2.10% | −906−0.5% | 減碼 |
| National Mutual Insurance Federation of Agricultural Cooperatives | 184,900 | $3,704 萬 | 0.39% | 00.0% | 不變 |
| HighPoint Advisor Group LLC | 186,302 | $3,702 萬 | 2.62% | −188−0.1% | 減碼 |
| Matrix Asset Advisors Inc | 184,245 | $3,690 萬 | 4.41% | −23,973−11.5% | 減碼 |
| Cardinal Capital Management, Inc. | 183,601 | $3,678 萬 | 1.63% | −12,863−6.5% | 減碼 |
| Alpha Cubed Investments, LLC | 182,458 | $3,655 萬 | 1.91% | −26,503−12.7% | 減碼 |
| Levin Capital Strategies, L.P. | 182,336 | $3,652 萬 | 3.70% | −1,859−1.0% | 減碼 |
| Dakota Wealth Management | 181,306 | $3,632 萬 | 0.91% | +39,410+27.8% | 加碼 |
| Wilsey Asset Management Inc | 179,847 | $3,602 萬 | 7.34% | −4,850−2.6% | 減碼 |
| Citizens Financial Group Inc | 179,672 | $3,599 萬 | 1.20% | +1,196+0.7% | 加碼 |
| Northeast Financial Consultants Inc | 179,352 | $3,592 萬 | 1.76% | +1,169+0.7% | 加碼 |
| Aptus Capital Advisors, LLC | 178,717 | $3,580 萬 | 0.77% | +17,168+10.6% | 加碼 |
| Independent Advisor Alliance | 178,545 | $3,576 萬 | 1.29% | −14,510−7.5% | 減碼 |
| Equitable Holdings, Inc. | 178,158 | $3,569 萬 | 0.40% | +893+0.5% | 加碼 |
| American Assets Investment Management, LLC | 177,600 | $3,557 萬 | 3.38% | 00.0% | 不變 |
| Blue Chip Partners, Inc. | 177,442 | $3,554 萬 | 3.45% | −3,653−2.0% | 減碼 |
| NS Partners Ltd | 177,298 | $3,551 萬 | 1.64% | −4,659−2.6% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 177,156 | $3,548 萬 | 1.66% | +177,156 | 新進 |
| Anchor Capital Advisors LLC | 175,756 | $3,520 萬 | 0.92% | −22,408−11.3% | 減碼 |
| KCM Investment Advisors LLC | 175,691 | $3,519 萬 | 1.30% | +5,294+3.1% | 加碼 |
| Alps Advisors Inc | 175,661 | $3,518 萬 | 0.25% | +1,210+0.7% | 加碼 |
| Smith, Salley & Associates | 174,704 | $3,499 萬 | 2.72% | −47,538−21.4% | 減碼 |
| Central Trust Co | 174,592 | $3,497 萬 | 0.87% | −3,230−1.8% | 減碼 |
| Fishman Jay A Ltd | 172,261 | $3,450 萬 | 3.81% | −1,585−0.9% | 減碼 |
| Community Trust & Investment Co | 172,006 | $3,445 萬 | 2.42% | −6,373−3.6% | 減碼 |
| Jones Financial Companies LLLP | 170,739 | $3,420 萬 | 0.05% | +36,276+27.0% | 加碼 |
| Randolph Co Inc | 170,528 | $3,416 萬 | 4.20% | −257−0.2% | 減碼 |
| Securian Asset Management, Inc | 170,279 | $3,411 萬 | 1.00% | −12,817−7.0% | 減碼 |
| Allen Investment Management LLC | 170,058 | $3,406 萬 | 0.43% | −1,905−1.1% | 減碼 |
| MMBG Investment Advisors Co. | 169,750 | $3,400 萬 | 3.59% | −370−0.2% | 減碼 |
| TownSquare Capital, LLC | 169,656 | $3,398 萬 | 0.50% | +37,125+28.0% | 加碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 169,543 | $3,396 萬 | 2.07% | −6,042−3.4% | 減碼 |
| Hantz Financial Services, Inc. | 169,437 | $3,394 萬 | 0.66% | −9,971−5.6% | 減碼 |
| First National Bank of Omaha | 138,048 | $3,386 萬 | 2.31% | −68,055−33.0% | 減碼 |
| Intech Investment Management LLC | 168,744 | $3,380 萬 | 0.48% | −135,721−44.6% | 減碼 |
| Louisiana State Employees Retirement System | 168,300 | $3,371 萬 | 0.66% | −6,500−3.7% | 減碼 |
| First Citizens Bank & Trust Co | 167,359 | $3,352 萬 | 0.64% | +56,322+50.7% | 加碼 |
| Trexquant Investment LP | 167,237 | $3,350 萬 | 0.67% | +976+0.6% | 加碼 |
| Axxcess Wealth Management, LLC | 167,057 | $3,346 萬 | 0.95% | +6,280+3.9% | 加碼 |
| Sandy Spring Bank | 166,594 | $3,337 萬 | 1.52% | −3,192−1.9% | 減碼 |
| Nomura Holdings Inc | 166,222 | $3,329 萬 | 0.27% | +3,975+2.4% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 165,460 | $3,314 萬 | 1.06% | −33,164−16.7% | 減碼 |
| Farmers & Merchants Investments Inc | 164,683 | $3,299 萬 | 1.11% | −1,121−0.7% | 減碼 |
| Rothschild Investment LLC | 164,411 | $3,293 萬 | 2.38% | −6,622−3.9% | 減碼 |
| Gratus Capital LLC | 164,325 | $3,291 萬 | 1.52% | +13,768+9.1% | 加碼 |
| Galvin, Gaustad & Stein, LLC | 161,559 | $3,236 萬 | 2.98% | −9,870−5.8% | 減碼 |
| Appleton Partners Inc | 161,121 | $3,227 萬 | 2.50% | −8,758−5.2% | 減碼 |
| Cornerstone Advisors, LLC | 161,100 | $3,227 萬 | 1.34% | −5,100−3.1% | 減碼 |
| Janney Capital Management LLC | 159,751 | $3,200 萬 | 2.13% | −31,570−16.5% | 減碼 |
| Marco Investment Management LLC | 159,045 | $3,186 萬 | 3.00% | −4,113−2.5% | 減碼 |
| Fukoku Mutual Life Insurance Co | 158,377 | $3,172 萬 | 2.50% | −10,500−6.2% | 減碼 |
| GYL Financial Synergies, LLC | 158,306 | $3,171 萬 | 2.49% | +7,603+5.0% | 加碼 |
| NFJ Investment Group, LLC | 158,148 | $3,168 萬 | 0.87% | −12,116−7.1% | 減碼 |