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 |
|---|---|---|---|---|---|
| Transform Wealth, LLC | 93,427 | $1,871 萬 | 1.78% | −9,282−9.0% | 減碼 |
| Beach Investment Counsel Inc | 109,866 | $1,869 萬 | 2.30% | 00.0% | 不變 |
| Rossmore Private Capital | 93,228 | $1,867 萬 | 2.44% | +137+0.1% | 加碼 |
| Courier Capital LLC | 93,071 | $1,864 萬 | 1.35% | −1,940−2.0% | 減碼 |
| Cincinnati Casualty Co | 93,000 | $1,863 萬 | 10.19% | 00.0% | 不變 |
| Cincinnati Specialty Underwriters Insurance CO | 93,000 | $1,863 萬 | 5.86% | 00.0% | 不變 |
| JGP Wealth Management, LLC | 92,951 | $1,862 萬 | 2.70% | −12,731−12.0% | 減碼 |
| Talbot Financial, LLC | 92,926 | $1,861 萬 | 2.49% | +806+0.9% | 加碼 |
| Kornitzer Capital Management Inc | 92,870 | $1,860 萬 | 0.34% | +1,034+1.1% | 加碼 |
| Edge Wealth Management LLC | 92,813 | $1,859 萬 | 3.91% | −1,657−1.8% | 減碼 |
| Torray LLC | 92,547 | $1,854 萬 | 2.78% | −9,273−9.1% | 減碼 |
| Procyon Private Wealth Partners, LLC | 92,501 | $1,853 萬 | 1.44% | −170−0.2% | 減碼 |
| Peak Asset Management, LLC | 92,376 | $1,850 萬 | 3.66% | −207−0.2% | 減碼 |
| Grimes & Company, Inc. | 92,356 | $1,850 萬 | 0.57% | +1,113+1.2% | 加碼 |
| Assenagon Asset Management S.A. | 92,088 | $1,845 萬 | 0.05% | −1,843−2.0% | 減碼 |
| Guardian Capital Advisors LP | 102,048 | $1,838 萬 | 1.98% | −4,682−4.4% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 91,736 | $1,837 萬 | 0.48% | +228+0.2% | 加碼 |
| GHP Investment Advisors, Inc. | 91,611 | $1,835 萬 | 0.91% | +1,122+1.2% | 加碼 |
| Leavell Investment Management, Inc. | 91,554 | $1,834 萬 | 1.06% | +2,406+2.7% | 加碼 |
| First Financial Bank - Trust Division | 91,327 | $1,829 萬 | 1.76% | −3,855−4.1% | 減碼 |
| Verde Servicos Internacionais S.A. | 91,311 | $1,829 萬 | 6.81% | −21,856−19.3% | 減碼 |
| Empowered Funds, LLC | 91,066 | $1,824 萬 | 0.33% | +6,907+8.2% | 加碼 |
| Beese Fulmer Investment Management, Inc. | 90,900 | $1,821 萬 | 1.71% | +184+0.2% | 加碼 |
| Artemis Investment Management LLP | 90,900 | $1,820 萬 | 0.24% | −5,207−5.4% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 90,789 | $1,819 萬 | 1.24% | +704+0.8% | 加碼 |
| CCM Investment Advisers LLC | 90,719 | $1,817 萬 | 2.17% | −5,377−5.6% | 減碼 |
| Cincinnati Financial Corp | 90,000 | $1,803 萬 | 0.40% | 00.0% | 不變 |
| Middleton & Co Inc | 89,934 | $1,801 萬 | 2.08% | −381−0.4% | 減碼 |
| Osher Van de Voorde Investment Management | 89,747 | $1,798 萬 | 4.19% | −46,352−34.1% | 減碼 |
| Verdence Capital Advisors LLC | 89,736 | $1,797 萬 | 1.64% | −2,406−2.6% | 減碼 |
| Biondo Investment Advisors, LLC | 89,533 | $1,793 萬 | 2.77% | −395−0.4% | 減碼 |
| Foundations Investment Advisors, LLC | 89,210 | $1,787 萬 | 0.47% | +8,723+10.8% | 加碼 |
| Cullinan Associates Inc | 88,915 | $1,781 萬 | 1.00% | −72,000−44.7% | 減碼 |
| Harbour Trust & Investment Management Co | 88,912 | $1,781 萬 | 2.24% | −3,212−3.5% | 減碼 |
| We Are One Seven, LLC | 88,826 | $1,779 萬 | 0.92% | +1,687+1.9% | 加碼 |
| Novare Capital Management LLC | 88,793 | $1,779 萬 | 1.61% | −78−0.1% | 減碼 |
| Picton Mahoney Asset Management | 88,775 | $1,778 萬 | 0.75% | −6,084−6.4% | 減碼 |
| Charter Trust Co | 88,753 | $1,778 萬 | 1.19% | +2,552+3.0% | 加碼 |
| Grand Jean Capital Management Inc | 88,364 | $1,770 萬 | 4.67% | +3,356+3.9% | 加碼 |
| Hudson Valley Investment Advisors Inc | 88,347 | $1,770 萬 | 2.12% | +5,258+6.3% | 加碼 |
| Oak Harvest Investment Services | 88,049 | $1,764 萬 | 2.93% | +3,800+4.5% | 加碼 |
| Sand Hill Global Advisors, LLC | 87,943 | $1,761 萬 | 0.84% | −3,906−4.3% | 減碼 |
| Stevens Capital Management LP | 87,680 | $1,756 萬 | 3.42% | +21,008+31.5% | 加碼 |
| Cohen Capital Management, Inc. | 87,375 | $1,750 萬 | 3.08% | +822+0.9% | 加碼 |
| Bleakley Financial Group, LLC | 87,063 | $1,744 萬 | 0.50% | +1,173+1.4% | 加碼 |
| Nixon Peabody Trust Co | 86,736 | $1,737 萬 | 1.60% | +3,237+3.9% | 加碼 |
| Thompson Siegel & Walmsley LLC | 86,443 | $1,732 萬 | 0.27% | −1,111−1.3% | 減碼 |
| Lyell Wealth Management, LP | 86,381 | $1,730 萬 | 1.76% | −102−0.1% | 減碼 |
| Montag A & Associates Inc | 86,191 | $1,726 萬 | 0.86% | −742−0.9% | 減碼 |
| Woodley Farra Manion Portfolio Management Inc | 86,032 | $1,723 萬 | 0.95% | −2,864−3.2% | 減碼 |
| Allworth Financial LP | 85,772 | $1,718 萬 | 0.12% | +2,128+2.5% | 加碼 |
| Coldstream Capital Management Inc | 85,762 | $1,718 萬 | 0.44% | +3,067+3.7% | 加碼 |
| Rice Partnership, LLC | 85,493 | $1,712 萬 | 4.04% | +2,162+2.6% | 加碼 |
| Motley Fool Asset Management LLC | 85,099 | $1,705 萬 | 1.10% | +5,491+6.9% | 加碼 |
| MBB Public Markets I LLC | 85,066 | $1,704 萬 | 1.09% | −64,785−43.2% | 減碼 |
| Bright Rock Capital Management, LLC | 85,000 | $1,703 萬 | 3.53% | 00.0% | 不變 |
| Hoylecohen, LLC | 84,970 | $1,702 萬 | 1.30% | −913−1.1% | 減碼 |
| Fort Sheridan Advisors LLC | 84,846 | $1,699 萬 | 3.20% | +1,407+1.7% | 加碼 |
| Cape Cod Five Cents Savings Bank | 84,695 | $1,696 萬 | 1.63% | −1,401−1.6% | 減碼 |
| Farmers Trust Co | 84,100 | $1,685 萬 | 3.39% | −4,159−4.7% | 減碼 |
| Forum Financial Management, LP | 84,012 | $1,683 萬 | 0.29% | −7,853−8.5% | 減碼 |
| Everence Capital Management Inc | 83,705 | $1,677 萬 | 1.11% | 00.0% | 不變 |
| Tufton Capital Management | 83,421 | $1,671 萬 | 3.28% | −560−0.7% | 減碼 |
| Palisade Asset Management, LLC | 83,287 | $1,668 萬 | 1.62% | −757−0.9% | 減碼 |
| Sowell Financial Services LLC | 83,256 | $1,668 萬 | 0.79% | −3,059−3.5% | 減碼 |
| Aviance Capital Partners, LLC | 83,165 | $1,666 萬 | 2.48% | +34,254+70.0% | 加碼 |
| Brookstone Capital Management | 82,889 | $1,660 萬 | 0.30% | −68,050−45.1% | 減碼 |
| Sumitomo Mitsui Financial Group, Inc. | 82,750 | $1,657 萬 | 0.51% | +1,253+1.5% | 加碼 |
| Woodmont Investment Counsel LLC | 82,725 | $1,657 萬 | 1.40% | +455+0.6% | 加碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 84,516 | $1,652 萬 | 3.17% | −815−1.0% | 減碼 |
| GW&K Investment Management, LLC | 82,457 | $1,652 萬 | 0.15% | +79,804+3,008.1% | 加碼 |
| Means Investment Co., Inc. | 82,346 | $1,649 萬 | 2.13% | −901−1.1% | 減碼 |
| Greenwood Gearhart Inc | 81,517 | $1,633 萬 | 1.59% | −11,892−12.7% | 減碼 |
| Northwest & Ethical Investments L.P. | 81,402 | $1,630 萬 | 0.47% | −35,644−30.5% | 減碼 |
| James Investment Research Inc | 81,398 | $1,630 萬 | 1.94% | −2,996−3.6% | 減碼 |
| FourThought Financial Partners, LLC | 80,923 | $1,621 萬 | 1.86% | +901+1.1% | 加碼 |
| Ballentine Partners, LLC | 80,388 | $1,610 萬 | 0.31% | +3,518+4.6% | 加碼 |
| Willis Investment Counsel | 80,180 | $1,606 萬 | 1.10% | −26,800−25.1% | 減碼 |
| Transcend Wealth Collective, LLC | 80,063 | $1,604 萬 | 1.29% | −2,518−3.0% | 減碼 |
| General American Investors Co Inc | 80,000 | $1,602 萬 | 1.19% | 00.0% | 不變 |
| Archon Partners LLC | 80,000 | $1,602 萬 | 1.96% | 00.0% | 不變 |
| Advisors Asset Management, Inc. | 79,945 | $1,601 萬 | 0.31% | −26,363−24.8% | 減碼 |
| Avantax Planning Partners, Inc. | 79,397 | $1,590 萬 | 0.52% | +21,324+36.7% | 加碼 |
| Tompkins Financial Corp | 79,061 | $1,584 萬 | 1.79% | −1,311−1.6% | 減碼 |
| Tritonpoint Wealth, LLC | 96,972 | $1,583 萬 | 1.65% | −3,670−3.6% | 減碼 |
| WoodTrust Financial Corp | 78,985 | $1,582 萬 | 2.51% | +1,291+1.7% | 加碼 |
| Circle Wealth Management, LLC | 78,936 | $1,581 萬 | 0.39% | +366+0.5% | 加碼 |
| Community Bank, N.A. | 78,848 | $1,579 萬 | 2.07% | −2,325−2.9% | 減碼 |
| King Wealth | 78,441 | $1,571 萬 | 2.76% | +1,107+1.4% | 加碼 |
| German American Bancorp, Inc. | 78,364 | $1,570 萬 | 1.89% | +1,631+2.1% | 加碼 |
| Warren Averett Asset Management, LLC | 78,232 | $1,567 萬 | 0.37% | +32,587+71.4% | 加碼 |
| Integrated Advisors Network LLC | 78,209 | $1,567 萬 | 0.80% | −2,296−2.9% | 減碼 |
| Vantage Investment Partners, LLC | 78,008 | $1,562 萬 | 1.40% | −15,967−17.0% | 減碼 |
| Stockman Wealth Management, Inc. | 77,956 | $1,561 萬 | 2.76% | −3,957−4.8% | 減碼 |
| Coppell Advisory Solutions Corp. | 77,837 | $1,559 萬 | 2.94% | +77,837 | 新進 |
| Rakuten Investment Management, Inc. | 77,740 | $1,557 萬 | 0.11% | +70,580+985.8% | 加碼 |
| Veriti Management LLC | 77,612 | $1,555 萬 | 1.16% | +6,049+8.5% | 加碼 |
| Whitener Capital Management, Inc. | 77,504 | $1,552 萬 | 5.08% | −104−0.1% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 77,443 | $1,551 萬 | 0.07% | +34,658+81.0% | 加碼 |
| Burns J W & Co Inc | 77,318 | $1,549 萬 | 2.16% | −2,865−3.6% | 減碼 |