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 |
|---|---|---|---|---|---|
| Stonebridge Capital Advisors LLC | 157,800 | $3,161 萬 | 2.84% | +2,719+1.8% | 加碼 |
| Congress Wealth Management LLC | 157,385 | $3,152 萬 | 0.54% | −9,671−5.8% | 減碼 |
| Sit Investment Associates Inc | 157,200 | $3,149 萬 | 0.72% | −8,385−5.1% | 減碼 |
| Metis Global Partners, LLC | 156,765 | $3,140 萬 | 1.14% | −247−0.2% | 減碼 |
| Lowe Brockenbrough & Co Inc | 156,625 | $3,137 萬 | 2.12% | +11,803+8.2% | 加碼 |
| Franklin Street Advisors Inc | 156,527 | $3,135 萬 | 2.32% | −1,040−0.7% | 減碼 |
| Schwerin Boyle Capital Management Inc | 156,316 | $3,131 萬 | 3.11% | −102−0.1% | 減碼 |
| Smith Group Asset Management, LLC | 155,324 | $3,111 萬 | 1.78% | −10,888−6.6% | 減碼 |
| Oak Associates, Ltd | 155,024 | $3,105 萬 | 2.15% | +10.0% | 加碼 |
| Ninety One UK Ltd | 154,666 | $3,098 萬 | 0.09% | −133,820−46.4% | 減碼 |
| Applied Finance Capital Management, LLC | 153,108 | $3,067 萬 | 2.16% | +15,424+11.2% | 加碼 |
| Segall Bryant & Hamill, LLC | 152,453 | $3,054 萬 | 0.57% | −7,948−5.0% | 減碼 |
| Assetmark, Inc | 152,344 | $3,051 萬 | 0.10% | −4,644−3.0% | 減碼 |
| Kempen Capital Management N.V. | 152,236 | $3,049 萬 | 0.38% | +22,029+16.9% | 加碼 |
| LaFleur & Godfrey LLC | 152,145 | $3,047 萬 | 4.51% | −16,033−9.5% | 減碼 |
| Carret Asset Management, LLC | 152,097 | $3,047 萬 | 3.59% | −1,455−0.9% | 減碼 |
| HB Wealth Management, LLC | 150,867 | $3,022 萬 | 0.38% | +4,482+3.1% | 加碼 |
| Prime Capital Investment Advisors, LLC | 150,484 | $3,014 萬 | 0.42% | −13,356−8.2% | 減碼 |
| First Fiduciary Investment Counsel, Inc. | 149,381 | $2,992 萬 | 6.20% | −3,846−2.5% | 減碼 |
| Vestor Capital, LLC | 149,285 | $2,990 萬 | 2.52% | +20,389+15.8% | 加碼 |
| WSFS Capital Management, LLC | 149,169 | $2,988 萬 | 1.70% | +925+0.6% | 加碼 |
| FineMark National Bank & Trust | 148,605 | $2,977 萬 | 1.11% | −886−0.6% | 減碼 |
| Andra AP-fonden | 148,200 | $2,968 萬 | 0.53% | +126,200+573.6% | 加碼 |
| Quantinno Capital Management LP | 147,137 | $2,947 萬 | 0.64% | +31,607+27.4% | 加碼 |
| South State Corp. | 147,129 | $2,947 萬 | 2.30% | +3,710+2.6% | 加碼 |
| NBT Bank N A | 146,377 | $2,932 萬 | 2.15% | −5,823−3.8% | 減碼 |
| Advisory Services Network, LLC | 146,135 | $2,927 萬 | 0.65% | +22,875+18.6% | 加碼 |
| New Mexico Educational Retirement Board | 145,650 | $2,917 萬 | 1.05% | −6,400−4.2% | 減碼 |
| Wesleyan Assurance Society | 145,257 | $2,909 萬 | 2.58% | −4,950−3.3% | 減碼 |
| Abn Amro Investment Solutions | 144,767 | $2,900 萬 | 0.50% | −6,522−4.3% | 減碼 |
| Neville Rodie & Shaw Inc | 144,719 | $2,899 萬 | 2.21% | +2,625+1.8% | 加碼 |
| Parsons Capital Management Inc | 144,565 | $2,896 萬 | 1.98% | −978−0.7% | 減碼 |
| Valeo Financial Advisors, LLC | 174,232 | $2,893 萬 | 1.04% | −10,356−5.6% | 減碼 |
| TAM Capital Management Inc. | 71,757 | $2,887 萬 | 24.01% | 00.0% | 不變 |
| VGI Partners Ltd | 144,120 | $2,887 萬 | 2.90% | −12,116−7.8% | 減碼 |
| SpiderRock Advisors, LLC | 149,344 | $2,877 萬 | 0.93% | +149,344 | 新進 |
| Moore Capital Management, LP | 143,426 | $2,873 萬 | 0.59% | +143,426 | 新進 |
| Resources Investment Advisors, LLC. | 143,170 | $2,868 萬 | 0.45% | −7,351−4.9% | 減碼 |
| Arvest Trust Co N A | 142,595 | $2,856 萬 | 1.62% | −8,963−5.9% | 減碼 |
| Snowden Capital Advisors LLC | 142,408 | $2,852 萬 | 0.89% | +14,967+11.7% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 142,104 | $2,846 萬 | 1.10% | −39,653−21.8% | 減碼 |
| First Foundation Advisors | 142,034 | $2,845 萬 | 1.14% | −5,716−3.9% | 減碼 |
| Absher Wealth Management, LLC | 140,155 | $2,807 萬 | 3.89% | −4,949−3.4% | 減碼 |
| Bollard Group LLC | 140,067 | $2,806 萬 | 0.85% | +844+0.6% | 加碼 |
| Integrated Wealth Concepts LLC | 139,746 | $2,799 萬 | 0.41% | +7,601+5.8% | 加碼 |
| Patten & Patten Inc | 139,178 | $2,788 萬 | 1.99% | +1,475+1.1% | 加碼 |
| Palisade Capital Management LLC | 139,154 | $2,787 萬 | 0.74% | −32,306−18.8% | 減碼 |
| Edgar Lomax Co | 138,930 | $2,783 萬 | 1.72% | −204,858−59.6% | 減碼 |
| Narwhal Capital Management | 137,976 | $2,764 萬 | 2.71% | +9,140+7.1% | 加碼 |
| Meiji Yasuda Life Insurance Co | 137,702 | $2,758 萬 | 0.58% | +13,799+11.1% | 加碼 |
| Abner Herrman & Brock LLC | 136,880 | $2,742 萬 | 3.42% | −5,001−3.5% | 減碼 |
| Old National Bancorp | 136,395 | $2,732 萬 | 0.65% | −20,931−13.3% | 減碼 |
| Prospera Financial Services Inc | 136,157 | $2,728 萬 | 0.81% | +128+0.1% | 加碼 |
| Bailard, Inc. | 135,939 | $2,723 萬 | 0.75% | −1,038−0.8% | 減碼 |
| Moors & Cabot, Inc. | 135,305 | $2,710 萬 | 1.47% | +2,903+2.2% | 加碼 |
| Dixon Mitchell Investment Counsel Inc. | 134,300 | $2,690 萬 | 1.34% | −2,332−1.7% | 減碼 |
| Evergreen Capital Management LLC | 134,260 | $2,689 萬 | 1.02% | +390.0% | 加碼 |
| Tower Bridge Advisors | 134,049 | $2,685 萬 | 2.73% | −15,314−10.3% | 減碼 |
| Callahan Advisors, LLC | 133,945 | $2,683 萬 | 2.81% | −4,976−3.6% | 減碼 |
| Kanawha Capital Management LLC | 133,846 | $2,681 萬 | 2.14% | +1,592+1.2% | 加碼 |
| Harvest Portfolios Group Inc. | 133,791 | $2,680 萬 | 1.05% | −13,045−8.9% | 減碼 |
| Osborne Partners Capital Management, LLC | 132,903 | $2,662 萬 | 1.64% | −1,730−1.3% | 減碼 |
| Alley Investment Management Company, LLC | 132,640 | $2,657 萬 | 3.66% | −1,539−1.1% | 減碼 |
| Logan Capital Management Inc | 131,575 | $2,635 萬 | 1.13% | −6,738−4.9% | 減碼 |
| Gemsstock Limited | 131,500 | $2,634 萬 | 9.94% | −36,600−21.8% | 減碼 |
| Albion Financial Group | 130,881 | $2,622 萬 | 2.02% | −610−0.5% | 減碼 |
| Rempart Asset Management Inc. | 130,473 | $2,613 萬 | 5.02% | −139−0.1% | 減碼 |
| Steigerwald, Gordon & Koch Inc. | 130,192 | $2,608 萬 | 3.24% | +290+0.2% | 加碼 |
| Great Valley Advisor Group, Inc. | 130,142 | $2,607 萬 | 0.79% | −1,725−1.3% | 減碼 |
| Rbo & Co LLC | 130,048 | $2,605 萬 | 4.35% | −1,162−0.9% | 減碼 |
| Easterly Investment Partners LLC | 129,299 | $2,590 萬 | 1.98% | −26,026−16.8% | 減碼 |
| Bourgeon Capital Management LLC | 128,685 | $2,578 萬 | 5.04% | +1,050+0.8% | 加碼 |
| Resources Management Corp | 128,336 | $2,571 萬 | 3.76% | −9,004−6.6% | 減碼 |
| BLB&B Advisors, LLC | 127,926 | $2,562 萬 | 1.44% | +375+0.3% | 加碼 |
| TruWealth Advisors, LLC | 127,913 | $2,562 萬 | 1.79% | +351+0.3% | 加碼 |
| Weiss Asset Management LP | 126,217 | $2,528 萬 | 1.18% | +126,217 | 新進 |
| First Long Island Investors, LLC | 125,973 | $2,523 萬 | 2.10% | −3,457−2.7% | 減碼 |
| HRT Financial LP | 125,907 | $2,522 萬 | 0.16% | +28,557+29.3% | 加碼 |
| Foster Dykema Cabot & Partners, LLC | 125,900 | $2,522 萬 | 2.35% | −13,900−9.9% | 減碼 |
| Parallel Advisors, LLC | 125,771 | $2,519 萬 | 0.68% | +2,821+2.3% | 加碼 |
| HBK Sorce Advisory LLC | 125,706 | $2,518 萬 | 0.89% | +1,046+0.8% | 加碼 |
| TCG Advisory Services, LLC | 125,162 | $2,507 萬 | 1.39% | +18,725+17.6% | 加碼 |
| Greenleaf Trust | 125,150 | $2,507 萬 | 0.23% | +1,761+1.4% | 加碼 |
| Noesis Capital Mangement Corp | 125,066 | $2,505 萬 | 5.56% | −4,154−3.2% | 減碼 |
| Coulter & Justus Financial Services, LLC | 125,066 | $2,505 萬 | 5.56% | +125,066 | 新進 |
| Wafra Inc. | 124,924 | $2,502 萬 | 1.31% | 00.0% | 不變 |
| Shufro Rose & Co LLC | 124,773 | $2,499 萬 | 2.07% | −62,708−33.4% | 減碼 |
| Nemes Rush Group LLC | 124,287 | $2,489 萬 | 3.57% | +1,271+1.0% | 加碼 |
| Vident Advisory, LLC | 124,185 | $2,488 萬 | 0.52% | +96,416+347.2% | 加碼 |
| KMG Fiduciary Partners, LLC | 123,353 | $2,471 萬 | 2.56% | +670+0.5% | 加碼 |
| Culbertson A N & Co Inc | 122,987 | $2,463 萬 | 4.25% | −1,834−1.5% | 減碼 |
| Apollon Wealth Management, LLC | 122,452 | $2,453 萬 | 0.77% | +349+0.3% | 加碼 |
| ARS Wealth Advisors Group, LLC | 122,436 | $2,452 萬 | 3.31% | +2,258+1.9% | 加碼 |
| Penobscot Investment Management Company, Inc. | 122,381 | $2,451 萬 | 2.59% | +4,006+3.4% | 加碼 |
| Savant Capital, LLC | 122,197 | $2,448 萬 | 0.28% | −780−0.6% | 減碼 |
| Park Avenue Securities LLC | 122,156 | $2,447 萬 | 0.32% | +1,809+1.5% | 加碼 |
| South Dakota Investment Council | 122,095 | $2,446 萬 | 0.51% | −17,400−12.5% | 減碼 |
| Alerus Financial NA | 122,035 | $2,444 萬 | 1.85% | −3,035−2.4% | 減碼 |
| First American Bank | 121,051 | $2,425 萬 | 1.83% | +1,831+1.5% | 加碼 |
| Railway Pension Investments Ltd | 120,500 | $2,414 萬 | 0.23% | +120,500 | 新進 |