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 |
|---|---|---|---|---|---|
| West Bancorporation Inc | 5,367 | $113.2 萬 | 0.76% | +55+1.0% | 加碼 |
| Oxler Private Wealth LLC | 5,382 | $113.5 萬 | 0.40% | +144+2.7% | 加碼 |
| Bellevue Asset Management, LLC | 5,395 | $113.8 萬 | 0.58% | +20.0% | 加碼 |
| Wealth Dimensions Group, Ltd. | 5,397 | $113.8 萬 | 0.29% | +176+3.4% | 加碼 |
| Angeles Investment Advisors, LLC | 5,399 | $113.8 萬 | 0.06% | +58+1.1% | 加碼 |
| Private Capital Management LLC | 5,400 | $113.9 萬 | 0.21% | −293−5.1% | 減碼 |
| Private Wealth Advisors | 5,514 | $114.2 萬 | 0.46% | −13−0.2% | 減碼 |
| Evanson Asset Management, LLC | 5,429 | $114.5 萬 | 0.08% | −1,667−23.5% | 減碼 |
| Burt Wealth Advisors | 5,429 | $114.5 萬 | 0.28% | −58−1.1% | 減碼 |
| Sage Private Wealth Group, LLC | 5,430 | $114.5 萬 | 0.90% | +124+2.3% | 加碼 |
| Rosenberg Matthew Hamilton | 5,443 | $114.8 萬 | 0.30% | +152+2.9% | 加碼 |
| Foresight Global Investors, Inc. | 5,445 | $114.8 萬 | 0.62% | −2,625−32.5% | 減碼 |
| Renasant Bank | 5,448 | $114.9 萬 | 0.76% | +93+1.7% | 加碼 |
| Howard Financial Services, Ltd. | 5,457 | $115.1 萬 | 0.17% | −14−0.3% | 減碼 |
| Evernest Financial Advisors, LLC | 5,462 | $115.2 萬 | 0.31% | +32+0.6% | 加碼 |
| Horizon Wealth Management, LLC | 5,468 | $115.3 萬 | 0.23% | +628+13.0% | 加碼 |
| Cross Staff Investments Inc | 5,471 | $115.4 萬 | 0.89% | +33+0.6% | 加碼 |
| Newbridge Financial Services Group, Inc. | 5,484 | $115.6 萬 | 0.41% | +1,735+46.3% | 加碼 |
| Cahill Financial Advisors Inc | 5,484 | $115.6 萬 | 0.16% | +565+11.5% | 加碼 |
| Firestone Capital Management | 5,486 | $115.7 萬 | 0.29% | −23−0.4% | 減碼 |
| Wolverine Trading, LLC | 5,496 | $115.7 萬 | 0.03% | +284+5.4% | 加碼 |
| Lodestar Private Asset Management LLC | 5,487 | $115.7 萬 | 0.15% | −47−0.8% | 減碼 |
| Oliver Luxxe Assets LLC | 5,496 | $115.9 萬 | 0.21% | −52−0.9% | 減碼 |
| LWM Advisory Services, LLC | 5,498 | $115.9 萬 | 0.86% | +1,062+23.9% | 加碼 |
| Hurlow Wealth Management Group, Inc. | 5,498 | $115.9 萬 | 0.36% | 00.0% | 不變 |
| Marshall Financial Group LLC | 5,504 | $116.1 萬 | 0.28% | +3,062+125.4% | 加碼 |
| Cambridge Advisors Inc. | 5,506 | $116.1 萬 | 0.25% | +33+0.6% | 加碼 |
| Alan B. Lancz & Associates, Inc. | 5,506 | $116.1 萬 | 1.06% | +1,000+22.2% | 加碼 |
| Stephenson National Bank & Trust | 5,511 | $116.2 萬 | 0.37% | +79+1.5% | 加碼 |
| Sandbox Financial Partners, LLC | 5,512 | $116.2 萬 | 0.41% | −54−1.0% | 減碼 |
| Viawealth, LLC | 5,518 | $116.4 萬 | 0.68% | −468−7.8% | 減碼 |
| Tranquilli Financial Advisor LLC | 5,523 | $116.5 萬 | 0.73% | +41+0.7% | 加碼 |
| Cardiff Park Advisors, LLC | 5,537 | $116.8 萬 | 0.11% | −69−1.2% | 減碼 |
| Allie Family Office LLC | 5,541 | $116.8 萬 | 0.63% | 00.0% | 不變 |
| Centerpoint Advisors, LLC | 5,569 | $117.4 萬 | 0.41% | −1,012−15.4% | 減碼 |
| OMC Financial Services LTD | 5,805 | $117.4 萬 | 0.55% | 00.0% | 不變 |
| Trust Co | 5,572 | $117.5 萬 | 0.14% | −2,322−29.4% | 減碼 |
| Olistico Wealth, LLC | 5,575 | $117.6 萬 | 0.72% | −792−12.4% | 減碼 |
| Moller Financial Services | 5,576 | $117.6 萬 | 0.29% | 00.0% | 不變 |
| Sovereign Financial Group, Inc. | 5,588 | $117.8 萬 | 0.28% | +117+2.1% | 加碼 |
| Financial Council Asset Management Inc | 5,609 | $118.3 萬 | 0.62% | −289−4.9% | 減碼 |
| Private Client Services, LLC | 5,617 | $118.4 萬 | 0.64% | +203+3.7% | 加碼 |
| Summit Wealth Partners, LLC | 5,623 | $118.6 萬 | 0.23% | +297+5.6% | 加碼 |
| Patriot Investment Management Inc. | 5,625 | $118.6 萬 | 0.09% | +13+0.2% | 加碼 |
| Brave Warrior Advisors, LLC | 5,643 | $119.0 萬 | 0.02% | 00.0% | 不變 |
| Hibernia Wealth Partners, LLC | 5,648 | $119.1 萬 | 0.41% | +3,227+133.3% | 加碼 |
| Eagle Strategies LLC | 5,655 | $119.2 萬 | 0.22% | +67+1.2% | 加碼 |
| Drake & Associates, LLC | 5,658 | $119.3 萬 | 0.39% | +402+7.6% | 加碼 |
| Roberts Capital Advisors, LLC | 5,671 | $119.6 萬 | 1.02% | 00.0% | 不變 |
| Sachetta, LLC | 5,686 | $119.9 萬 | 0.47% | +159+2.9% | 加碼 |
| BIT Capital GmbH | 5,693 | $120.0 萬 | 0.12% | +1,592+38.8% | 加碼 |
| Clifford Group, LLC | 5,694 | $120.1 萬 | 0.93% | −80−1.4% | 減碼 |
| Sunburst Financial Group, LLC | 5,696 | $120.1 萬 | 0.30% | +45+0.8% | 加碼 |
| Black Swift Group, LLC | 5,700 | $120.2 萬 | 0.27% | +1,650+40.7% | 加碼 |
| Seeds Investor LLC | 5,701 | $120.2 萬 | 0.45% | +1,852+48.1% | 加碼 |
| Legal Advantage Investments, Inc. | 5,703 | $120.3 萬 | 0.66% | 00.0% | 不變 |
| BluePath Capital Management, LLC | 5,712 | $120.4 萬 | 0.76% | −3,657−39.0% | 減碼 |
| Sendero Wealth Management, LLC | 5,719 | $120.6 萬 | 0.19% | 00.0% | 不變 |
| Cascade Investment Group, Inc. | 5,730 | $120.8 萬 | 0.89% | +21+0.4% | 加碼 |
| Hohimer Wealth Management, LLC | 5,737 | $121.0 萬 | 0.26% | +258+4.7% | 加碼 |
| Colton Groome Financial Advisors, LLC | 5,748 | $121.2 萬 | 0.45% | −222−3.7% | 減碼 |
| St. Clair Advisors, LLC | 5,755 | $121.3 萬 | 0.34% | −100−1.7% | 減碼 |
| Carr Financial Group Corp | 5,761 | $121.5 萬 | 0.36% | −21−0.4% | 減碼 |
| Castlekeep Investment Advisors LLC | 5,763 | $121.5 萬 | 0.83% | −356−5.8% | 減碼 |
| Element Wealth, LLC | 5,764 | $121.5 萬 | 0.64% | −361−5.9% | 減碼 |
| WealthTrust Axiom LLC | 5,776 | $121.8 萬 | 0.36% | +10.0% | 加碼 |
| Peregrine Asset Advisers, Inc. | 5,780 | $121.9 萬 | 0.42% | 00.0% | 不變 |
| Granite Harbor Advisors, Inc. | 5,791 | $122.1 萬 | 0.71% | +192+3.4% | 加碼 |
| Great Point Wealth Advisors, LLC | 5,812 | $122.5 萬 | 0.26% | +122+2.1% | 加碼 |
| Barnes Pettey Financial Advisors, LLC | 5,826 | $122.8 萬 | 0.98% | −80−1.4% | 減碼 |
| Silvia McColl Wealth Management, LLC | 5,828 | $122.9 萬 | 0.92% | −150−2.5% | 減碼 |
| Omnia Family Wealth, LLC | 5,828 | $122.9 萬 | 0.53% | +353+6.4% | 加碼 |
| Dechtman Wealth Management, LLC | 5,829 | $122.9 萬 | 0.25% | +128+2.2% | 加碼 |
| Gould Asset Management LLC | 5,851 | $123.4 萬 | 0.26% | −375−6.0% | 減碼 |
| Davis Investment Partners, LLC | 5,958 | $123.5 萬 | 0.52% | −200−3.2% | 減碼 |
| Fi3 FINANCIAL ADVISORS, LLC | 5,860 | $123.6 萬 | 0.49% | +106+1.8% | 加碼 |
| Bluesphere Advisors, LLC | 5,864 | $123.6 萬 | 0.61% | +4+0.1% | 加碼 |
| Westside Investment Management, Inc. | 5,885 | $123.8 萬 | 0.26% | −60−1.0% | 減碼 |
| Fidelity D & D Bancorp Inc | 5,875 | $123.9 萬 | 0.82% | −369−5.9% | 減碼 |
| Syntegra Private Wealth Group, LLC | 5,885 | $124.1 萬 | 0.14% | +120+2.1% | 加碼 |
| Carolinas Wealth Consulting LLC | 5,891 | $124.2 萬 | 0.23% | +81+1.4% | 加碼 |
| D'Orazio & Associates, Inc. | 5,897 | $124.3 萬 | 0.18% | +251+4.4% | 加碼 |
| Millennium Capital Advisors, LLC | 5,916 | $124.7 萬 | 0.81% | −374−5.9% | 減碼 |
| Ardent Capital Management, Inc. | 5,920 | $124.8 萬 | 0.57% | −61−1.0% | 減碼 |
| Novak & Powell Financial Services, Inc. | 5,934 | $125.1 萬 | 0.73% | −620−9.5% | 減碼 |
| Delta Investment Management, LLC | 5,941 | $125.3 萬 | 0.26% | +49+0.8% | 加碼 |
| USA Financial Portformulas Corp | 5,949 | $125.4 萬 | 0.20% | +1,008+20.4% | 加碼 |
| Alpha Family Trust | 5,950 | $125.5 萬 | 0.70% | 00.0% | 不變 |
| Crumly & Associates Inc. | 5,956 | $125.6 萬 | 0.35% | +131+2.2% | 加碼 |
| Napatree Capital LLC | 5,959 | $125.7 萬 | 0.88% | +310+5.5% | 加碼 |
| Evergreen Wealth Solutions, LLC | 5,960 | $125.7 萬 | 0.85% | −1,490−20.0% | 減碼 |
| McNaughton Wealth Management, LLC | 5,961 | $125.7 萬 | 0.61% | −15−0.3% | 減碼 |
| Menard Financial Group LLC | 5,994 | $126.4 萬 | 0.83% | −32−0.5% | 減碼 |
| Copperwynd Financial, LLC | 6,007 | $126.7 萬 | 0.38% | +542+9.9% | 加碼 |
| Carmichael Hill & Associates, Inc. | 6,023 | $127.0 萬 | 0.47% | +52+0.9% | 加碼 |
| Capital Planning Advisors, LLC | 6,024 | $127.0 萬 | 0.19% | +216+3.7% | 加碼 |
| STAR Financial Bank | 6,032 | $127.2 萬 | 0.86% | −1,039−14.7% | 減碼 |
| Investment House LLC | 6,042 | $127.4 萬 | 0.07% | −150−2.4% | 減碼 |
| Bay Rivers Group | 6,072 | $128.0 萬 | 0.64% | −218−3.5% | 減碼 |
| Systematic Financial Management LP | 6,075 | $128.1 萬 | 0.03% | 00.0% | 不變 |