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 |
|---|---|---|---|---|---|
| 1776 Wealth LLC | 3,650 | $77.0 萬 | 0.34% | +10.0% | 加碼 |
| Santori & Peters | 3,656 | $77.1 萬 | 0.31% | −71−1.9% | 減碼 |
| Semus Wealth Partners LLC | 3,661 | $77.2 萬 | 0.54% | −182−4.7% | 減碼 |
| Paragon Capital Management Ltd | 3,670 | $77.4 萬 | 0.15% | −12−0.3% | 減碼 |
| Greenland Capital Management LP | 3,672 | $77.4 萬 | 0.14% | +1,060+40.6% | 加碼 |
| Quest Partners LLC | 3,674 | $77.5 萬 | 0.07% | −1,944−34.6% | 減碼 |
| Fiera Capital Corp | 3,675 | $77.5 萬 | 0.00% | −63−1.7% | 減碼 |
| Impact Partnership Wealth, LLC | 3,678 | $77.6 萬 | 0.18% | −115−3.0% | 減碼 |
| Tanager Wealth Management LLP | 3,680 | $77.6 萬 | 0.10% | −17−0.5% | 減碼 |
| Meridian Financial, LLC | 3,685 | $77.7 萬 | 0.52% | 00.0% | 不變 |
| Operose Advisors LLC | 3,689 | $77.8 萬 | 0.25% | +166+4.7% | 加碼 |
| Arkfeld Wealth Strategies, L.L.C. | 3,685 | $77.8 萬 | 0.38% | +16+0.4% | 加碼 |
| Diversified Portfolios, Inc. | 3,695 | $77.9 萬 | 0.09% | −4−0.1% | 減碼 |
| Dougherty Wealth Advisers LLC | 3,699 | $78.0 萬 | 0.62% | −50−1.3% | 減碼 |
| Discipline Wealth Solutions, LLC | 3,699 | $78.0 萬 | 0.41% | +3,699 | 新進 |
| Rede Wealth, LLC | 3,706 | $78.2 萬 | 0.30% | +14+0.4% | 加碼 |
| Oberweis Asset Management Inc | 3,709 | $78.2 萬 | 0.04% | −98−2.6% | 減碼 |
| Smith Thornton Advisors LLC | 3,711 | $78.3 萬 | 0.51% | +775+26.4% | 加碼 |
| Total Investment Management Inc | 3,720 | $78.4 萬 | 0.09% | −111−2.9% | 減碼 |
| OneAscent Wealth Management LLC | 3,721 | $78.5 萬 | 0.30% | +346+10.3% | 加碼 |
| Portland Global Advisors LLC | 3,725 | $78.5 萬 | 0.10% | 00.0% | 不變 |
| Advance Capital Management, Inc. | 3,732 | $78.7 萬 | 0.03% | +257+7.4% | 加碼 |
| TCFG Wealth Management, LLC | 3,734 | $78.7 萬 | 0.40% | +3,734 | 新進 |
| Hourglass Capital, LLC | 3,735 | $78.8 萬 | 0.22% | 00.0% | 不變 |
| Security National Bank of So Dak | 3,761 | $79.3 萬 | 0.44% | −250−6.2% | 減碼 |
| Global Assets Advisory, LLC | 3,837 | $79.4 萬 | 0.43% | +3,837 | 新進 |
| Maltin Wealth Management, Inc. | 3,768 | $79.4 萬 | 0.39% | +16+0.4% | 加碼 |
| BlueSky Wealth Advisors, LLC | 3,768 | $79.5 萬 | 0.12% | −568−13.1% | 減碼 |
| Tillman Hartley LLC | 3,779 | $79.7 萬 | 0.24% | 00.0% | 不變 |
| Benchmark Financial Wealth Advisors, LLC | 3,779 | $79.7 萬 | 0.27% | +798+26.8% | 加碼 |
| Synergy Financial Management, LLC | 3,801 | $80.2 萬 | 0.12% | −19,423−83.6% | 減碼 |
| LCM Capital Management Inc | 3,811 | $80.4 萬 | 0.46% | 00.0% | 不變 |
| M3 Advisory Group, LLC | 3,814 | $80.4 萬 | 0.59% | +70+1.9% | 加碼 |
| Ruggaard & Associates LLC | 3,819 | $80.5 萬 | 0.35% | 00.0% | 不變 |
| Reston Wealth Management LLC | 3,823 | $80.6 萬 | 0.29% | +127+3.4% | 加碼 |
| NFP Retirement, Inc. | 3,837 | $80.9 萬 | 0.07% | −1,044−21.4% | 減碼 |
| Per Stirling Capital Management, LLC. | 3,839 | $81.0 萬 | 0.11% | +383+11.1% | 加碼 |
| Meridian Wealth Partners, LLC | 3,840 | $81.0 萬 | 0.13% | −546−12.4% | 減碼 |
| GenWealth Group, Inc. | 3,844 | $81.1 萬 | 0.19% | −68−1.7% | 減碼 |
| One Day In July LLC | 3,850 | $81.2 萬 | 0.09% | +1,712+80.1% | 加碼 |
| Howard Wealth Management, LLC | 3,853 | $81.3 萬 | 0.47% | +16+0.4% | 加碼 |
| Arthur M. Cohen & Associates, LLC | 3,931 | $81.4 萬 | 0.15% | 00.0% | 不變 |
| Whalen Wealth Management Inc. | 3,865 | $81.5 萬 | 0.58% | −156−3.9% | 減碼 |
| TSFG, LLC | 3,868 | $81.6 萬 | 0.18% | −31−0.8% | 減碼 |
| Bright Futures Wealth Management, LLC. | 3,638 | $81.6 萬 | 0.39% | +52+1.5% | 加碼 |
| Ecofi Investissements SA | 4,800 | $81.9 萬 | 0.54% | −50−1.0% | 減碼 |
| Gibbs Wealth Management | 3,885 | $81.9 萬 | 0.27% | −216−5.3% | 減碼 |
| Essex Investment Management Co LLC | 3,886 | $81.9 萬 | 0.14% | −26−0.7% | 減碼 |
| Clearview Wealth Advisors LLC | 3,888 | $82.0 萬 | 0.63% | −189−4.6% | 減碼 |
| Lifeworks Advisors, LLC | 3,893 | $82.1 萬 | 0.16% | +117+3.1% | 加碼 |
| Vawter Financial, Ltd. | 3,900 | $82.2 萬 | 0.50% | +350+9.9% | 加碼 |
| Cape Investment Advisory, Inc. | 3,914 | $82.5 萬 | 0.33% | +48+1.2% | 加碼 |
| Auto-Owners Insurance Co | 3,915 | $82.6 萬 | 0.02% | 00.0% | 不變 |
| Affinity Capital Advisors, LLC | 3,917 | $82.6 萬 | 0.16% | −383−8.9% | 減碼 |
| Ninepoint Partners LP | 3,919 | $82.6 萬 | 0.11% | +3,420+685.4% | 加碼 |
| Doheny Asset Management | 3,926 | $82.8 萬 | 0.57% | −979−20.0% | 減碼 |
| SMART Wealth LLC | 3,938 | $83.0 萬 | 0.33% | +2,486+171.2% | 加碼 |
| LWMG, LLC | 3,940 | $83.1 萬 | 0.16% | −45−1.1% | 減碼 |
| Thomas Story & Son LLC | 3,940 | $83.1 萬 | 0.34% | 00.0% | 不變 |
| Ironwood Investment Management LLC | 3,954 | $83.4 萬 | 0.41% | 00.0% | 不變 |
| Mogy Joel R Investment Counsel Inc | 3,966 | $83.6 萬 | 0.05% | −500−11.2% | 減碼 |
| Redwood Investment Management, LLC | 3,969 | $83.7 萬 | 0.07% | +2,030+104.7% | 加碼 |
| Harbor Group, Inc. | 3,987 | $84.1 萬 | 0.19% | 00.0% | 不變 |
| Virtu Financial LLC | 3,990 | $84.1 萬 | 0.05% | −1,650−29.3% | 減碼 |
| WealthTrust Asset Management, LLC | 3,990 | $84.1 萬 | 0.63% | +207+5.5% | 加碼 |
| Gsa Capital Partners LLP | 3,994 | $84.2 萬 | 0.06% | +3,994 | 新進 |
| Wendell David Associates Inc | 4,000 | $84.4 萬 | 0.08% | −522−11.5% | 減碼 |
| Lumbard & Kellner, LLC | 4,004 | $84.4 萬 | 0.37% | +4,004 | 新進 |
| Warther Private Wealth, LLC | 4,010 | $84.6 萬 | 0.30% | −1,589−28.4% | 減碼 |
| IVC Wealth Advisors LLC | 4,013 | $84.6 萬 | 0.46% | +78+2.0% | 加碼 |
| Old North State Trust, LLC | 4,017 | $84.7 萬 | 0.69% | +117+3.0% | 加碼 |
| Heritage Wealth Partners, LLC | 4,018 | $84.7 萬 | 1.00% | −1,510−27.3% | 減碼 |
| Safeguard Financial, LLC | 4,019 | $84.8 萬 | 0.20% | +600+17.5% | 加碼 |
| McCarthy & Cox | 4,023 | $84.8 萬 | 0.33% | +2,237+125.3% | 加碼 |
| Quantum Private Wealth, LLC | 4,032 | $85.0 萬 | 0.29% | −37−0.9% | 減碼 |
| Taylor Financial Group, Inc. | 4,041 | $85.2 萬 | 0.59% | 00.0% | 不變 |
| Flagstone Financial Management | 4,056 | $85.5 萬 | 0.29% | +951+30.6% | 加碼 |
| ICONIQ Capital, LLC | 4,063 | $85.7 萬 | 0.02% | +1,706+72.4% | 加碼 |
| Horizon Kinetics Asset Management LLC | 4,067 | $85.8 萬 | 0.01% | 00.0% | 不變 |
| Wimmer Associates 1, LLC | 4,074 | $85.9 萬 | 0.42% | 00.0% | 不變 |
| Warren Street Wealth Advisors, LLC | 4,078 | $86.0 萬 | 0.36% | −19−0.5% | 減碼 |
| Sterling Group Wealth Management, LLC | 4,080 | $86.0 萬 | 0.46% | +102+2.6% | 加碼 |
| Kaydan Wealth Management, Inc. | 4,081 | $86.1 萬 | 0.25% | 00.0% | 不變 |
| Armstrong Advisory Group, Inc | 4,095 | $86.3 萬 | 0.07% | −26−0.6% | 減碼 |
| Custom Index Systems, LLC | 4,099 | $86.4 萬 | 0.47% | −101−2.4% | 減碼 |
| Investmark Advisory Group LLC | 4,100 | $86.5 萬 | 0.42% | +39+1.0% | 加碼 |
| Wagner Wealth Management, LLC | 4,110 | $86.7 萬 | 0.23% | −307−7.0% | 減碼 |
| CJM Wealth Advisers, Ltd. | 4,114 | $86.7 萬 | 0.30% | +20.0% | 加碼 |
| CMG Global Holdings, LLC | 4,116 | $86.8 萬 | 0.49% | −22−0.5% | 減碼 |
| Archetype Wealth Partners | 4,131 | $87.1 萬 | 0.13% | −78−1.9% | 減碼 |
| Crown Wealth Group, LLC | 4,133 | $87.1 萬 | 0.38% | −194−4.5% | 減碼 |
| Summa Corp. | 4,133 | $87.1 萬 | 0.42% | +10.0% | 加碼 |
| Michael B. Yongue | 4,142 | $87.3 萬 | 0.70% | −100−2.4% | 減碼 |
| 1858 Wealth Management, LLC | 4,144 | $87.4 萬 | 0.72% | +499+13.7% | 加碼 |
| Up Strategic Wealth Investment Advisors LLC | 4,144 | $87.4 萬 | 0.98% | +599+16.9% | 加碼 |
| GGM Financials LLC | 4,153 | $87.6 萬 | 0.75% | −7−0.2% | 減碼 |
| Landaas & Co | 4,156 | $87.6 萬 | 0.24% | +2,000+92.8% | 加碼 |
| Watershed Private Wealth LLC | 4,157 | $87.7 萬 | 0.35% | −100−2.3% | 減碼 |
| S.A. Mason LLC | 4,169 | $87.9 萬 | 0.47% | +14+0.3% | 加碼 |
| Virtus ETF Advisers LLC | 4,172 | $88.0 萬 | 0.41% | +4,172 | 新進 |