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 5,158 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 | 5,158 | $6,437 億 |
| 2026 年第 1 季 | 5,103 | $5,720 億 |
| 2025 年第 4 季 | 5,154 | $6,395 億 |
| 2025 年第 3 季 | 4,765 | $6,180 億 |
| 2025 年第 2 季 | 4,752 | $5,824 億 |
| 2025 年第 1 季 | 4,679 | $4,946 億 |
| 2024 年第 4 季 | 4,680 | $4,900 億 |
| 2024 年第 3 季 | 4,215 | $4,294 億 |
| 2024 年第 2 季 | 4,181 | $4,162 億 |
| 2024 年第 1 季 | 4,120 | $4,145 億 |
| 2023 年第 4 季 | 4,001 | $3,518 億 |
| 2023 年第 3 季 | 3,710 | $2,970 億 |
| 2023 年第 2 季 | 3,672 | $2,976 億 |
| 2023 年第 1 季 | 3,612 | $2,663 億 |
| 2022 年第 4 季 | 3,628 | $2,783 億 |
| 2022 年第 3 季 | 3,395 | $2,129 億 |
| 2022 年第 2 季 | 3,427 | $2,293 億 |
| 2022 年第 1 季 | 3,519 | $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 |
|---|---|---|---|---|---|
| Enclave Advisors LLC | 4,767 | $100.5 萬 | 0.17% | +4,767 | 新進 |
| Red Wave Investments LLC | 4,770 | $100.6 萬 | 0.35% | +9+0.2% | 加碼 |
| Jacobsen Capital Management | 4,782 | $100.8 萬 | 0.42% | +201+4.4% | 加碼 |
| LifePro Asset Management | 4,799 | $101.2 萬 | 0.62% | −1,488−23.7% | 減碼 |
| CM Wealth Advisors LLC | 4,804 | $101.3 萬 | 0.33% | +2,237+87.1% | 加碼 |
| Security National Bank of Sioux City Iowa | 4,833 | $101.9 萬 | 0.62% | +2,560+112.6% | 加碼 |
| Evolution Wealth Advisors, LLC | 4,838 | $102.0 萬 | 0.18% | −530−9.9% | 減碼 |
| Weinberger Asset Management, Inc | 4,839 | $102.0 萬 | 0.43% | +46+1.0% | 加碼 |
| Strategic Family Wealth Counselors, L.L.C. | 4,844 | $102.1 萬 | 0.36% | +1,241+34.4% | 加碼 |
| Diamant Asset Management, Inc. | 4,851 | $102.3 萬 | 0.64% | −10−0.2% | 減碼 |
| Planning Center, Inc. | 4,863 | $102.5 萬 | 0.13% | +210+4.5% | 加碼 |
| Morris Retirement Advisors, LLC | 4,865 | $102.6 萬 | 0.56% | +91+1.9% | 加碼 |
| Humankind Investments LLC | 4,885 | $103.0 萬 | 0.37% | +61+1.3% | 加碼 |
| Spinnaker Investment Group, LLC | 4,897 | $103.3 萬 | 0.25% | +76+1.6% | 加碼 |
| Aua Capital Management, LLC | 4,898 | $103.3 萬 | 0.60% | −102−2.0% | 減碼 |
| Cedrus LLC | 4,906 | $103.4 萬 | 0.38% | +141+3.0% | 加碼 |
| Apollon Financial, LLC | 4,906 | $103.5 萬 | 0.30% | +82+1.7% | 加碼 |
| Dogwood Wealth Management LLC | 4,909 | $103.5 萬 | 0.60% | +1,465+42.5% | 加碼 |
| Heritage Investment Group, Inc. | 4,910 | $103.5 萬 | 0.20% | +510+11.6% | 加碼 |
| Fox Run Management, L.L.C. | 4,911 | $103.6 萬 | 0.23% | −208−4.1% | 減碼 |
| Eubel Brady & Suttman Asset Management Inc | 4,922 | $103.8 萬 | 0.14% | −836−14.5% | 減碼 |
| Shelton Wealth Management, LLC | 4,927 | $103.9 萬 | 0.59% | +125+2.6% | 加碼 |
| Williamson Legacy Group, LLC | 4,934 | $104.0 萬 | 0.70% | +1,279+35.0% | 加碼 |
| Aurora Private Wealth, Inc. | 4,938 | $104.1 萬 | 0.82% | +11+0.2% | 加碼 |
| Paloma Partners Management Co | 4,944 | $104.2 萬 | 0.06% | −24,745−83.3% | 減碼 |
| Consolidated Portfolio Review Corp | 4,946 | $104.3 萬 | 0.23% | −190−3.7% | 減碼 |
| Wintrust Investments LLC | 4,950 | $104.3 萬 | 0.77% | −43,201−89.7% | 減碼 |
| Benson Investment Management Company, Inc. | 4,950 | $104.4 萬 | 0.41% | 00.0% | 不變 |
| Westhampton Capital, LLC | 4,959 | $104.6 萬 | 0.53% | 00.0% | 不變 |
| Alliance Wealth Advisors, LLC | 4,960 | $104.6 萬 | 0.60% | +61+1.2% | 加碼 |
| Deseret Mutual Benefit Administrators | 4,964 | $104.7 萬 | 0.53% | −275−5.2% | 減碼 |
| Investment Partners Asset Management, Inc. | 4,966 | $104.7 萬 | 0.86% | +10+0.2% | 加碼 |
| Harris Associates L P大師Oakmark（Harris Associates） | 4,975 | $104.9 萬 | 0.00% | −14−0.3% | 減碼 |
| Vantage Financial Partners, LLC | 4,978 | $105.0 萬 | 0.26% | +1,023+25.9% | 加碼 |
| Tectonic Advisors LLC | 4,979 | $105.0 萬 | 0.07% | −663−11.8% | 減碼 |
| Wallington Asset Management, LLC | 4,983 | $105.1 萬 | 0.15% | +1,489+42.6% | 加碼 |
| Nadler Financial Group, Inc. | 4,990 | $105.2 萬 | 0.12% | −18−0.4% | 減碼 |
| Bridgewealth Advisory Group, LLC | 4,992 | $105.3 萬 | 0.38% | +1,290+34.8% | 加碼 |
| Financial Partners Group, Inc | 4,996 | $105.3 萬 | 0.16% | −19−0.4% | 減碼 |
| Greenhaven Associates Inc大師Greenhaven | 5,000 | $105.4 萬 | 0.01% | −2,500−33.3% | 減碼 |
| JBF Capital, Inc. | 5,000 | $105.4 萬 | 0.16% | 00.0% | 不變 |
| Probity Advisors, Inc. | 5,005 | $105.5 萬 | 0.20% | −341−6.4% | 減碼 |
| Kennedy Investment Group | 5,005 | $105.5 萬 | 0.49% | +38+0.8% | 加碼 |
| Oliver Lagore Vanvalin Investment Group | 5,009 | $105.6 萬 | 0.28% | −69−1.4% | 減碼 |
| Willner & Heller, LLC | 5,019 | $105.8 萬 | 0.94% | −241−4.6% | 減碼 |
| Campion Asset Management LLC | 5,029 | $106.0 萬 | 0.78% | −89−1.7% | 減碼 |
| Avaii Wealth Management, LLC | 5,036 | $106.2 萬 | 0.54% | −546−9.8% | 減碼 |
| Traveka Wealth, LLC | 5,038 | $106.2 萬 | 0.54% | +252+5.3% | 加碼 |
| Capital Advisory Group Advisory Services, LLC | 5,039 | $106.3 萬 | 0.42% | +181+3.7% | 加碼 |
| Renaissance Group LLC | 5,061 | $106.7 萬 | 0.04% | −216−4.1% | 減碼 |
| Activest Wealth Management | 5,065 | $106.8 萬 | 0.33% | +597+13.4% | 加碼 |
| Voisard Asset Management Group, Inc. | 5,068 | $106.9 萬 | 0.45% | +173+3.5% | 加碼 |
| Leonard Rickey Investment Advisors P.L.L.C. | 5,070 | $106.9 萬 | 0.24% | −168−3.2% | 減碼 |
| Smart Portfolios, LLC | 5,074 | $107.0 萬 | 1.09% | −70−1.4% | 減碼 |
| Dempze Nancy E | 5,088 | $107.3 萬 | 0.60% | 00.0% | 不變 |
| Cascades Capital Asset Management, LLC | 5,089 | $107.3 萬 | 0.59% | +5,089 | 新進 |
| Gateway Wealth Partners, LLC | 5,090 | $107.3 萬 | 0.30% | −185−3.5% | 減碼 |
| First National Bank | 5,092 | $107.4 萬 | 0.75% | −535−9.5% | 減碼 |
| Port Capital LLC | 5,099 | $107.5 萬 | 0.05% | −295−5.5% | 減碼 |
| Almanack Investment Partners, LLC. | 5,104 | $107.6 萬 | 0.17% | +164+3.3% | 加碼 |
| Proathlete Wealth Management LLC | 5,102 | $107.6 萬 | 0.44% | −15−0.3% | 減碼 |
| Baron Wealth Management LLC | 5,110 | $107.7 萬 | 0.52% | +239+4.9% | 加碼 |
| Richardson Financial Services Inc. | 5,323 | $107.8 萬 | 0.69% | +208+4.1% | 加碼 |
| Buttonwood Financial Advisors Inc. | 5,115 | $107.8 萬 | 0.47% | −123−2.3% | 減碼 |
| Beaumont Asset Management, L.L.C. | 5,117 | $107.9 萬 | 0.63% | +123+2.5% | 加碼 |
| Longfellow Investment Management Co LLC | 5,121 | $108.0 萬 | 0.27% | +30+0.6% | 加碼 |
| Ewa, LLC | 4,468 | $108.1 萬 | 0.39% | +209+4.9% | 加碼 |
| Balentine LLC | 5,134 | $108.3 萬 | 0.04% | +2,293+80.7% | 加碼 |
| Alliance Wealth Management Group | 5,146 | $108.5 萬 | 0.29% | +155+3.1% | 加碼 |
| Capstone Triton Financial Group, LLC | 5,146 | $108.5 萬 | 0.69% | +209+4.2% | 加碼 |
| Investment Advisory Group, LLC | 5,147 | $108.5 萬 | 0.38% | +470+10.0% | 加碼 |
| GPS Wealth Strategies Group, LLC | 5,145 | $108.5 萬 | 0.14% | +879+20.6% | 加碼 |
| Taylor Hoffman Capital Management LLC | 4,903 | $108.8 萬 | 0.42% | +4,903 | 新進 |
| KilterHowling LLC | 5,185 | $109.3 萬 | 0.69% | +60+1.2% | 加碼 |
| Hamilton Wealth, LLC | 5,198 | $109.6 萬 | 0.27% | +1,899+57.6% | 加碼 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 5,200 | $109.6 萬 | 0.70% | −500−8.8% | 減碼 |
| Sterneck Capital Management, LLC | 5,206 | $109.8 萬 | 0.59% | +635+13.9% | 加碼 |
| Seamount Financial Group Inc | 5,211 | $109.9 萬 | 0.83% | +38+0.7% | 加碼 |
| Keb Asset Management, LLC | 5,222 | $110.1 萬 | 0.33% | +200+4.0% | 加碼 |
| Wallace Advisory Group, LLC | 5,450 | $110.2 萬 | 0.81% | −77−1.4% | 減碼 |
| Creative Financial Designs Inc | 5,228 | $110.2 萬 | 0.09% | +20.0% | 加碼 |
| Councilmark Asset Management, LLC | 5,242 | $110.5 萬 | 0.74% | 00.0% | 不變 |
| Northwest Financial Advisors | 5,253 | $110.8 萬 | 0.88% | +459+9.6% | 加碼 |
| Latitude Advisors, LLC | 5,258 | $110.9 萬 | 0.63% | +110+2.1% | 加碼 |
| Galibier Capital Management Ltd. | 5,260 | $110.9 萬 | 0.25% | −500−8.7% | 減碼 |
| Skba Capital Management LLC | 5,267 | $111.1 萬 | 0.16% | −75−1.4% | 減碼 |
| Aveo Capital Partners, LLC | 5,270 | $111.1 萬 | 0.12% | −424−7.4% | 減碼 |
| Hutchinson Capital Management | 5,291 | $111.6 萬 | 0.21% | +202+4.0% | 加碼 |
| Tributary Capital Management, LLC | 5,292 | $111.6 萬 | 0.09% | −247−4.5% | 減碼 |
| Aspen Grove Capital, LLC | 5,296 | $111.7 萬 | 0.25% | −513−8.8% | 減碼 |
| Horan Securities, Inc. | 5,306 | $111.9 萬 | 0.43% | +69+1.3% | 加碼 |
| Gerber, LLC | 5,310 | $112.0 萬 | 0.82% | +5+0.1% | 加碼 |
| Cravens & Co Advisors, LLC | 5,324 | $112.3 萬 | 0.87% | −413−7.2% | 減碼 |
| Diametric Capital, LP | 5,324 | $112.3 萬 | 0.56% | +5,324 | 新進 |
| Oldfather Financial Services, LLC | 5,326 | $112.3 萬 | 0.43% | +4+0.1% | 加碼 |
| Hofer & Associates. Inc | 5,338 | $112.6 萬 | 0.78% | +51+1.0% | 加碼 |
| Hara Capital LLC | 5,346 | $112.7 萬 | 0.70% | −60−1.1% | 減碼 |
| Centurion Wealth Management LLC | 5,347 | $112.7 萬 | 0.36% | +5,347 | 新進 |
| Atlas Private Wealth Advisors | 5,349 | $112.8 萬 | 0.16% | +16+0.3% | 加碼 |
| Grant Street Asset Management, Inc. | 5,358 | $113.0 萬 | 0.33% | +14+0.3% | 加碼 |