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
- 4,120
- 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 | 5,157 | $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 |
|---|---|---|---|---|---|
| Dana Investment Advisors, Inc. | 120,467 | $2,413 萬 | 0.80% | +17,887+17.4% | 加碼 |
| Tower Research Capital LLC (TRC) | 120,430 | $2,412 萬 | 0.58% | −310,403−72.0% | 減碼 |
| ArrowMark Colorado Holdings LLC | 119,771 | $2,399 萬 | 0.27% | −86,500−41.9% | 減碼 |
| Clear Harbor Asset Management, LLC | 119,756 | $2,399 萬 | 2.10% | −1,338−1.1% | 減碼 |
| Perigon Wealth Management, LLC | 119,646 | $2,397 萬 | 0.73% | −8,432−6.6% | 減碼 |
| Private Capital Management, LLC | 119,532 | $2,394 萬 | 2.70% | −500.0% | 減碼 |
| ProVise Management Group, LLC | 119,139 | $2,386 萬 | 2.07% | −3,009−2.5% | 減碼 |
| Azimuth Capital Investment Management LLC | 118,814 | $2,380 萬 | 0.98% | −9,564−7.4% | 減碼 |
| Perfromance Wealth Partners, LLC | 118,071 | $2,365 萬 | 0.99% | +15,890+15.6% | 加碼 |
| National Asset Management, Inc. | 162,967 | $2,363 萬 | 0.64% | +14,523+9.8% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 117,884 | $2,361 萬 | 2.00% | +800+0.7% | 加碼 |
| Clearstead Advisors, LLC | 117,963 | $2,344 萬 | 1.16% | −2,549−2.1% | 減碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 117,034 | $2,344 萬 | 0.66% | +1,461+1.3% | 加碼 |
| Martingale Asset Management L P | 117,018 | $2,344 萬 | 0.47% | −6,439−5.2% | 減碼 |
| Fred Alger Management, LLC | 116,975 | $2,343 萬 | 0.12% | +14,491+14.1% | 加碼 |
| Metropolitan Life Insurance Co | 116,604 | $2,336 萬 | 1.02% | −1,073−0.9% | 減碼 |
| Choate Investment Advisors | 116,510 | $2,334 萬 | 0.63% | −8,970−7.1% | 減碼 |
| Gladstone Institutional Advisory LLC | 116,023 | $2,324 萬 | 1.28% | −14,558−11.1% | 減碼 |
| Gillespie Robinson & Grimm Inc | 115,968 | $2,323 萬 | 1.92% | +1,093+1.0% | 加碼 |
| Lincoln National Corp | 115,243 | $2,308 萬 | 0.36% | +2,240+2.0% | 加碼 |
| Stillwater Capital Advisors, LLC | 115,161 | $2,307 萬 | 3.42% | −462−0.4% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 114,686 | $2,297 萬 | 0.98% | +6,206+5.7% | 加碼 |
| Courant Investment Management LLC | 114,592 | $2,295 萬 | 19.08% | 00.0% | 不變 |
| Longbow Finance SA | 114,426 | $2,292 萬 | 2.32% | −11,198−8.9% | 減碼 |
| Atlantic Union Bankshares Corp | 114,186 | $2,287 萬 | 1.93% | −4,678−3.9% | 減碼 |
| Drexel Morgan & Co. | 113,589 | $2,275 萬 | 4.68% | +125+0.1% | 加碼 |
| Cantor Fitzgerald Investment Adviser L.P. | 113,111 | $2,266 萬 | 1.68% | −36,478−24.4% | 減碼 |
| Verity & Verity, LLC | 112,853 | $2,260 萬 | 2.52% | −33,785−23.0% | 減碼 |
| Forbes J M & Co LLP | 112,572 | $2,255 萬 | 2.44% | −1,035−0.9% | 減碼 |
| Adell Harriman & Carpenter Inc | 112,267 | $2,249 萬 | 1.85% | −717−0.6% | 減碼 |
| DuPont Capital Management Corp | 111,410 | $2,232 萬 | 1.85% | −7,281−6.1% | 減碼 |
| Ziegler Capital Management, LLC | 112,428 | $2,226 萬 | 0.85% | −31,570−21.9% | 減碼 |
| Dearborn Partners LLC | 111,019 | $2,224 萬 | 0.95% | +290.0% | 加碼 |
| Kingsview Wealth Management, LLC | 110,872 | $2,221 萬 | 0.56% | +5,281+5.0% | 加碼 |
| J.P. Marvel Investment Advisors, LLC | 110,749 | $2,218 萬 | 3.84% | −170.0% | 減碼 |
| Norinchukin Bank, The | 110,644 | $2,216 萬 | 0.66% | −4,150−3.6% | 減碼 |
| Linscomb & Williams, Inc. | 110,551 | $2,214 萬 | 1.14% | −2,266−2.0% | 減碼 |
| Sonora Investment Management Group, LLC | 110,539 | $2,214 萬 | 1.73% | −363−0.3% | 減碼 |
| Washington Trust Bank | 109,874 | $2,201 萬 | 2.10% | −2,571−2.3% | 減碼 |
| Texas Yale Capital Corp. | 109,366 | $2,191 萬 | 0.97% | +57+0.1% | 加碼 |
| Birch Hill Investment Advisors LLC | 108,657 | $2,176 萬 | 1.06% | −7,823−6.7% | 減碼 |
| Grassi Investment Management | 108,099 | $2,165 萬 | 1.96% | +520.0% | 加碼 |
| First American Trust, FSB | 108,015 | $2,164 萬 | 2.27% | +3,011+2.9% | 加碼 |
| Baltimore-Washington Financial Advisors, Inc. | 107,506 | $2,153 萬 | 1.34% | +27,620+34.6% | 加碼 |
| Hi-Line Capital Management, LLC | 107,162 | $2,146 萬 | 7.62% | −1,014−0.9% | 減碼 |
| Webster Bank, N. A. | 107,133 | $2,146 萬 | 2.40% | +974+0.9% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 106,865 | $2,141 萬 | 0.39% | +6,614+6.6% | 加碼 |
| Freestone Capital Holdings, LLC | 106,829 | $2,140 萬 | 0.80% | +4,296+4.2% | 加碼 |
| Colonial Trust Advisors | 106,828 | $2,140 萬 | 2.12% | +1,206+1.1% | 加碼 |
| Motco | 106,576 | $2,135 萬 | 1.28% | −2,875−2.6% | 減碼 |
| Empirical Finance, LLC | 106,367 | $2,131 萬 | 1.31% | +3,490+3.4% | 加碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 106,138 | $2,126 萬 | 2.53% | −443−0.4% | 減碼 |
| Davy Global Fund Management Ltd | 105,988 | $2,123 萬 | 2.41% | −7,798−6.9% | 減碼 |
| Simplicity Wealth,LLC | 105,831 | $2,120 萬 | 0.51% | +103,659+4,772.5% | 加碼 |
| SS&H Financial Advisors, Inc. | 105,611 | $2,115 萬 | 8.81% | −1,275−1.2% | 減碼 |
| Congress Asset Management Co | 105,593 | $2,115 萬 | 0.15% | −1,510−1.4% | 減碼 |
| Group One Trading, L.P. | 104,645 | $2,096 萬 | 0.74% | +39,146+59.8% | 加碼 |
| Rothschild Capital Partners, LLC | 104,181 | $2,087 萬 | 6.06% | 00.0% | 不變 |
| Mutual Advisors, LLC | 103,422 | $2,072 萬 | 0.66% | −105−0.1% | 減碼 |
| Toroso Investments, LLC | 103,390 | $2,070 萬 | 0.35% | +23,248+29.0% | 加碼 |
| United Bank | 102,896 | $2,061 萬 | 2.46% | −701−0.7% | 減碼 |
| Banque Cantonale Vaudoise | 102,506 | $2,053 萬 | 0.80% | −5,791−5.3% | 減碼 |
| BTC Capital Management, Inc. | 102,248 | $2,048 萬 | 1.87% | +102,248 | 新進 |
| Cary Street Partner Investment Advisory LLC | 102,070 | $2,044 萬 | 0.86% | −168−0.2% | 減碼 |
| Cabot Wealth Management Inc | 101,861 | $2,040 萬 | 2.67% | −4,731−4.4% | 減碼 |
| Twinbeech Capital LP | 101,832 | $2,040 萬 | 0.42% | +101,832 | 新進 |
| Wedbush Securities Inc | 101,825 | $2,040 萬 | 0.76% | +5,719+6.0% | 加碼 |
| CSM Advisors, LLC | 101,741 | $2,037 萬 | 1.34% | +1,970+2.0% | 加碼 |
| Cullen Investment Group, Ltd. | 102,334 | $2,035 萬 | 3.21% | +1,233+1.2% | 加碼 |
| Annex Advisory Services, LLC | 101,443 | $2,032 萬 | 0.72% | +2,589+2.6% | 加碼 |
| Bragg Financial Advisors, Inc | 101,075 | $2,025 萬 | 0.91% | −1,108−1.1% | 減碼 |
| Canandaigua National Bank & Trust Co | 100,727 | $2,018 萬 | 2.97% | −6,258−5.8% | 減碼 |
| Hudson Bay Capital Management LP | 100,000 | $2,003 萬 | 0.18% | +100,000 | 新進 |
| Pallas Capital Advisors LLC | 99,522 | $1,993 萬 | 0.83% | +4,001+4.2% | 加碼 |
| Trust Co of Virginia | 99,205 | $1,987 萬 | 1.90% | −2,915−2.9% | 減碼 |
| Fiduciary Alliance LLC | 99,810 | $1,986 萬 | 3.50% | −4,171−4.0% | 減碼 |
| Core Alternative Capital | 98,759 | $1,978 萬 | 3.54% | −9,779−9.0% | 減碼 |
| Anderson Hoagland & Co | 100,480 | $1,964 萬 | 2.20% | −1,142−1.1% | 減碼 |
| Yarbrough Capital, LLC | 97,875 | $1,960 萬 | 0.85% | 00.0% | 不變 |
| Fiduciary Group LLC | 96,769 | $1,938 萬 | 2.11% | −2,465−2.5% | 減碼 |
| Vinva Investment Management Ltd | 96,704 | $1,937 萬 | 1.11% | +15,221+18.7% | 加碼 |
| CBOE Vest Financial, LLC | 96,180 | $1,926 萬 | 0.51% | +14,666+18.0% | 加碼 |
| Edge Capital Group, LLC | 95,880 | $1,920 萬 | 0.96% | +31,999+50.1% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 95,405 | $1,911 萬 | 1.31% | −7,590−7.4% | 減碼 |
| Trust Co of Toledo NA | 95,241 | $1,908 萬 | 2.98% | +2,075+2.2% | 加碼 |
| MainStreet Investment Advisors LLC | 95,211 | $1,907 萬 | 2.29% | −2,819−2.9% | 減碼 |
| Shelton Capital Management | 94,978 | $1,902 萬 | 0.54% | −13,787−12.7% | 減碼 |
| Wetherby Asset Management Inc | 94,848 | $1,900 萬 | 0.91% | −206−0.2% | 減碼 |
| Brown Brothers Harriman & Co | 94,669 | $1,896 萬 | 0.15% | +3,519+3.9% | 加碼 |
| United Asset Strategies, Inc. | 94,496 | $1,893 萬 | 1.89% | −2,102−2.2% | 減碼 |
| Graham Capital Management, L.P. | 94,332 | $1,889 萬 | 0.54% | −60,645−39.1% | 減碼 |
| Ledyard National Bank | 94,153 | $1,886 萬 | 1.83% | −2,814−2.9% | 減碼 |
| Dynamic Advisor Solutions LLC | 94,023 | $1,883 萬 | 0.64% | −1,268−1.3% | 減碼 |
| TD Private Client Wealth LLC | 93,975 | $1,882 萬 | 0.62% | +182+0.2% | 加碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 93,831 | $1,879 萬 | 1.92% | −186−0.2% | 減碼 |
| CWA Asset Management Group, LLC | 93,760 | $1,878 萬 | 1.14% | +5,134+5.8% | 加碼 |
| Westchester Capital Management, Inc. | 93,704 | $1,877 萬 | 4.71% | +442+0.5% | 加碼 |
| Edmond de Rothschild Holding S.A. | 93,688 | $1,877 萬 | 0.31% | −43,773−31.8% | 減碼 |
| Baldwin Brothers Inc | 93,634 | $1,875 萬 | 1.41% | −732−0.8% | 減碼 |
| Baxter Bros Inc | 93,432 | $1,871 萬 | 2.40% | −1,273−1.3% | 減碼 |