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 3 季 13F 持有人
JPMorgan Chase & Co 在 2024/9/30 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
- 4,215
- 較 2024 年第 2 季 +88 家
- 持有股數
- 20.4 億
- 較 2024 年第 2 季 +1.83 億 (+9.9%)
- 總市值
- $4,294 億
- 較 2024 年第 2 季 +$540.5 億 (+14.4%)
- 新進機構
- 189
- 另有 1,741 家加碼
- 清倉機構
- 101
- 另有 1,867 家減碼
另有 54 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 3 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 2024 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| WestHill Financial Advisors, Inc. | 3,182 | $67.1 萬 | 0.15% | +86+2.8% | 加碼 |
| Rise Advisors, LLC | 3,183 | $67.1 萬 | 0.32% | +15+0.5% | 加碼 |
| Insight 2811, Inc. | 3,186 | $67.2 萬 | 0.33% | 00.0% | 不變 |
| Davies Financial Advisors, Inc. | 3,186 | $67.2 萬 | 0.59% | −54−1.7% | 減碼 |
| McDonough Capital Management, Inc | 3,190 | $67.3 萬 | 0.46% | +257+8.8% | 加碼 |
| Facet Wealth, Inc. | 3,020 | $67.3 萬 | 0.02% | +691+29.7% | 加碼 |
| Vista Capital Partners, Inc. | 3,201 | $67.5 萬 | 0.08% | −133−4.0% | 減碼 |
| Silverlake Wealth Management LLC | 3,201 | $67.5 萬 | 0.26% | −337−9.5% | 減碼 |
| Wolff Financial Management LLC | 3,209 | $67.7 萬 | 0.18% | 00.0% | 不變 |
| Great Diamond Partners, LLC | 3,213 | $67.7 萬 | 0.17% | −1,831−36.3% | 減碼 |
| SRN Advisors, LLC | 3,213 | $67.7 萬 | 0.60% | −1,703−34.6% | 減碼 |
| Unionview, LLC | 3,222 | $67.9 萬 | 0.53% | +10.0% | 加碼 |
| Deltec Asset Management LLC | 3,225 | $68.0 萬 | 0.13% | 00.0% | 不變 |
| Weaver Consulting Group | 3,234 | $68.2 萬 | 0.22% | −346−9.7% | 減碼 |
| Tucker Asset Management LLC | 3,236 | $68.2 萬 | 0.16% | +249+8.3% | 加碼 |
| Cable Hill Partners, LLC | 3,240 | $68.3 萬 | 0.07% | +45+1.4% | 加碼 |
| Ariston Services Group | 3,250 | $68.5 萬 | 0.60% | 00.0% | 不變 |
| Outlook Wealth Advisors, LLC | 3,251 | $68.5 萬 | 0.20% | +43+1.3% | 加碼 |
| Integrity Financial Corp | 3,256 | $68.6 萬 | 0.40% | +108+3.4% | 加碼 |
| Fountainhead AM, LLC | 3,260 | $68.7 萬 | 0.14% | −103−3.1% | 減碼 |
| Round Rock Advisors, LLC | 3,260 | $68.7 萬 | 0.16% | −1,562−32.4% | 減碼 |
| Creekside Partners | 3,263 | $68.8 萬 | 0.36% | −23−0.7% | 減碼 |
| Whelan Financial | 3,269 | $68.9 萬 | 0.28% | +70+2.2% | 加碼 |
| Abound Wealth Management | 3,276 | $69.1 萬 | 0.23% | +40+1.2% | 加碼 |
| ZRC Wealth Management, LLC | 3,280 | $69.2 萬 | 0.30% | +10.0% | 加碼 |
| Forefront Analytics, LLC | 3,281 | $69.2 萬 | 0.33% | −3,235−49.6% | 減碼 |
| Acorn Creek Capital LLC | 3,287 | $69.3 萬 | 0.37% | +37+1.1% | 加碼 |
| AMJ Financial Wealth Management | 3,290 | $69.4 萬 | 0.20% | −187−5.4% | 減碼 |
| Lockerman Financial Group, Inc. | 3,295 | $69.5 萬 | 1.18% | +10+0.3% | 加碼 |
| Pasadena Private Wealth, LLC | 5,090 | $69.5 萬 | 0.15% | +1,802+54.8% | 加碼 |
| Altus Wealth Management, LLC | 3,312 | $69.8 萬 | 0.33% | −10.0% | 減碼 |
| Paragon Private Wealth Management, LLC | 3,323 | $70.1 萬 | 0.35% | +487+17.2% | 加碼 |
| Willow Creek Wealth Management Inc. | 3,328 | $70.2 萬 | 0.07% | +1,084+48.3% | 加碼 |
| Ehrlich Financial Group | 3,329 | $70.2 萬 | 0.50% | +54+1.6% | 加碼 |
| Alpha Financial Partners, LLC | 3,329 | $70.2 萬 | 0.50% | +343+11.5% | 加碼 |
| Smith Anglin Financial, LLC | 3,331 | $70.2 萬 | 0.07% | +322+10.7% | 加碼 |
| Wellington Wealth Strategies, LLC. | 3,172 | $70.4 萬 | 0.53% | +3,172 | 新進 |
| Reuter James Wealth Management, LLC | 3,348 | $70.6 萬 | 0.13% | +392+13.3% | 加碼 |
| Pacific Center for Financial Services | 3,349 | $70.6 萬 | 0.19% | +49+1.5% | 加碼 |
| FDx Advisors, Inc. | 3,351 | $70.7 萬 | 0.19% | −65−1.9% | 減碼 |
| Willis Johnson & Associates, Inc. | 3,369 | $71.0 萬 | 0.05% | −209−5.8% | 減碼 |
| Laraway Financial Inc | 3,373 | $71.1 萬 | 0.57% | 00.0% | 不變 |
| Prosperity Wealth Management, Inc. | 3,380 | $71.3 萬 | 0.29% | 00.0% | 不變 |
| Arkansas Financial Group, Inc. | 3,381 | $71.3 萬 | 0.12% | −210−5.8% | 減碼 |
| Prostatis Group LLC | 3,382 | $71.3 萬 | 0.23% | −381−10.1% | 減碼 |
| Bank & Trust Co | 3,391 | $71.5 萬 | 0.58% | −81−2.3% | 減碼 |
| Legacy Financial Strategies, LLC | 3,392 | $71.5 萬 | 0.16% | −409−10.8% | 減碼 |
| Opus Capital Group, LLC | 3,402 | $71.7 萬 | 0.09% | +156+4.8% | 加碼 |
| Glass Wealth Management Co LLC | 3,407 | $71.8 萬 | 0.40% | +28+0.8% | 加碼 |
| Joule Financial, LLC | 3,410 | $71.9 萬 | 0.26% | −166−4.6% | 減碼 |
| HTG Investment Advisors, Inc. | 3,411 | $71.9 萬 | 0.34% | −26−0.8% | 減碼 |
| Emerald Advisors, LLC | 3,195 | $72.0 萬 | 0.10% | +62+2.0% | 加碼 |
| Invenio Wealth Partners LLC | 3,419 | $72.1 萬 | 0.31% | 00.0% | 不變 |
| Vigilare Wealth Management | 3,434 | $72.4 萬 | 0.29% | −1,024−23.0% | 減碼 |
| GSG Advisors LLC | 3,499 | $72.4 萬 | 0.24% | +331+10.4% | 加碼 |
| Henrickson Nauta Wealth Advisors, Inc. | 3,436 | $72.5 萬 | 0.29% | +45+1.3% | 加碼 |
| J.Safra Asset Management Corp | 3,452 | $72.7 萬 | 0.07% | +271+8.5% | 加碼 |
| Round Hill Asset Management | 3,452 | $72.8 萬 | 0.48% | −3,854−52.8% | 減碼 |
| Burkett Financial Services, LLC | 3,453 | $72.8 萬 | 0.30% | −172−4.7% | 減碼 |
| AXS Investments LLC | 3,456 | $72.9 萬 | 0.19% | −654−15.9% | 減碼 |
| BIP Wealth, LLC | 3,460 | $73.0 萬 | 0.05% | +163+4.9% | 加碼 |
| Sierra Capital LLC | 3,471 | $73.2 萬 | 0.09% | 00.0% | 不變 |
| Whitaker-Myers Wealth Managers, LTD. | 3,477 | $73.3 萬 | 0.24% | +798+29.8% | 加碼 |
| Cascade Investment Advisors, Inc. | 3,478 | $73.3 萬 | 0.47% | 00.0% | 不變 |
| Cottonwood Capital Advisors, LLC | 3,489 | $73.6 萬 | 0.54% | −125−3.5% | 減碼 |
| Koss-Olinger Consulting, LLC | 3,496 | $73.7 萬 | 0.06% | +133+4.0% | 加碼 |
| WJ Interests, LLC | 3,498 | $73.8 萬 | 0.33% | 00.0% | 不變 |
| Keating Investment Counselors Inc | 3,500 | $73.8 萬 | 0.22% | 00.0% | 不變 |
| American Capital Advisory, LLC | 3,505 | $73.9 萬 | 0.43% | −1,226−25.9% | 減碼 |
| Fiducient Advisors LLC | 3,511 | $74.0 萬 | 0.09% | −1,059−23.2% | 減碼 |
| Mattern Capital Management, LLC | 3,513 | $74.1 萬 | 0.09% | +318+10.0% | 加碼 |
| Summitry LLC | 3,516 | $74.1 萬 | 0.04% | +872+33.0% | 加碼 |
| Northwest Investment Counselors, LLC | 3,517 | $74.2 萬 | 0.17% | −169−4.6% | 減碼 |
| Grey Fox Wealth Advisors, LLC | 3,518 | $74.2 萬 | 0.21% | +70+2.0% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 3,529 | $74.4 萬 | 0.00% | 00.0% | 不變 |
| Braun-Bostich & Associates Inc. | 3,530 | $74.4 萬 | 0.52% | +48+1.4% | 加碼 |
| Carmel Capital Partners, LLC | 3,534 | $74.5 萬 | 0.29% | +118+3.5% | 加碼 |
| Salomon & Ludwin, LLC | 3,548 | $74.8 萬 | 0.08% | −108−3.0% | 減碼 |
| Mayfair Advisory Group, LLC | 3,547 | $74.9 萬 | 0.47% | 00.0% | 不變 |
| Elwood & Goetz Wealth Advisory Group, LLC | 3,558 | $75.0 萬 | 0.19% | +1,540+76.3% | 加碼 |
| Capital Management Associates, Inc | 3,562 | $75.1 萬 | 0.31% | +104+3.0% | 加碼 |
| Magnolia Capital Management Ltd | 3,575 | $75.4 萬 | 0.60% | 00.0% | 不變 |
| LongView Wealth Management | 3,576 | $75.4 萬 | 0.24% | +133+3.9% | 加碼 |
| Nottingham Advisors, Inc. | 3,586 | $75.6 萬 | 0.08% | −42−1.2% | 減碼 |
| RBA Wealth Management, LLC | 3,586 | $75.6 萬 | 0.29% | −28−0.8% | 減碼 |
| Stonekeep Investments, LLC | 3,592 | $75.7 萬 | 0.58% | +56+1.6% | 加碼 |
| Infrastructure Capital Advisors, LLC | 3,592 | $75.7 萬 | 0.11% | +627+21.1% | 加碼 |
| Holland Advisory Services, Inc. | 3,593 | $75.8 萬 | 0.99% | +10.0% | 加碼 |
| Atticus Wealth Management, LLC | 3,596 | $75.8 萬 | 0.24% | +217+6.4% | 加碼 |
| Single Point Partners, LLC | 3,611 | $76.1 萬 | 1.21% | −104−2.8% | 減碼 |
| Ariadne Wealth Management, LP | 3,220 | $76.1 萬 | 0.41% | −419−11.5% | 減碼 |
| Keebeck Wealth Management, LLC | 3,617 | $76.3 萬 | 0.11% | −10,729−74.8% | 減碼 |
| Consilio Wealth Advisors, LLC | 3,623 | $76.4 萬 | 0.32% | +380+11.7% | 加碼 |
| Garde Capital, Inc. | 3,626 | $76.4 萬 | 0.05% | −103−2.8% | 減碼 |
| Zega Financial, LLC | 3,627 | $76.5 萬 | 0.25% | −1,277−26.0% | 減碼 |
| Hoxton Planning & Management, LLC | 3,629 | $76.5 萬 | 0.30% | +659+22.2% | 加碼 |
| von Borstel & Associates, Inc. | 3,633 | $76.6 萬 | 0.43% | +3,633 | 新進 |
| Walkner Condon Financial Advisors LLC | 3,637 | $76.7 萬 | 0.16% | +866+31.3% | 加碼 |
| NCP Inc. | 3,641 | $76.8 萬 | 0.44% | −71−1.9% | 減碼 |
| Ssi Investment Management LLC | 3,647 | $76.9 萬 | 0.06% | −565−13.4% | 減碼 |