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 |
|---|---|---|---|---|---|
| Powers Advisory Group, LLC | 6,089 | $128.4 萬 | 0.64% | −13−0.2% | 減碼 |
| Pathway Financial Advisors LLC | 6,091 | $128.4 萬 | 0.33% | −540−8.1% | 減碼 |
| GTS Securities LLC | 6,099 | $128.6 萬 | 0.03% | −20,581−77.1% | 減碼 |
| Sentry LLC | 6,101 | $128.6 萬 | 0.25% | −35−0.6% | 減碼 |
| Kathmere Capital Management, LLC | 6,125 | $129.1 萬 | 0.12% | +225+3.8% | 加碼 |
| Prosperity Financial Group, Inc. | 6,126 | $129.2 萬 | 0.73% | +359+6.2% | 加碼 |
| Shakespeare Wealth Management, Inc. | 6,132 | $129.3 萬 | 0.34% | −89−1.4% | 減碼 |
| Kingfisher Capital LLC | 6,161 | $129.9 萬 | 0.30% | +156+2.6% | 加碼 |
| McDaniel Terry & Co | 6,209 | $130.9 萬 | 0.11% | +450+7.8% | 加碼 |
| Aviso Wealth Management | 6,214 | $131.0 萬 | 0.71% | +1,124+22.1% | 加碼 |
| Oakwell Private Wealth Management, LLC | 6,224 | $131.2 萬 | 0.38% | −120−1.9% | 減碼 |
| ROI Financial Advisors, LLC | 6,227 | $131.3 萬 | 0.91% | +591+10.5% | 加碼 |
| Eagle Bay Advisors LLC | 6,228 | $131.3 萬 | 0.50% | −258−4.0% | 減碼 |
| Solstein Capital, LLC | 6,243 | $131.6 萬 | 0.70% | 00.0% | 不變 |
| Hyperion Partners, LLC | 6,245 | $131.7 萬 | 0.84% | −92−1.5% | 減碼 |
| McIlrath & Eck, LLC | 6,247 | $131.7 萬 | 0.17% | −180−2.8% | 減碼 |
| Portland Investment Counsel Inc. | 6,251 | $131.8 萬 | 0.47% | 00.0% | 不變 |
| Profit Investment Management, LLC | 6,264 | $132.1 萬 | 1.04% | −63−1.0% | 減碼 |
| Reynders McVeigh Capital Management, LLC | 6,266 | $132.1 萬 | 0.07% | +921+17.2% | 加碼 |
| Florida Financial Advisors, LLC | 6,265 | $132.1 萬 | 0.68% | +1,465+30.5% | 加碼 |
| Crew Capital Management, Ltd. | 6,267 | $132.1 萬 | 1.06% | −50−0.8% | 減碼 |
| TFB Advisors LLC | 6,270 | $132.2 萬 | 0.39% | −244−3.7% | 減碼 |
| Greatmark Investment Partners, Inc. | 6,277 | $132.4 萬 | 0.18% | 00.0% | 不變 |
| Capital Investment Counsel, Inc | 6,281 | $132.4 萬 | 0.19% | −1,201−16.1% | 減碼 |
| Lion Street Advisors, LLC | 6,281 | $132.4 萬 | 0.46% | −160−2.5% | 減碼 |
| Foster Group, Inc. | 6,293 | $132.7 萬 | 0.05% | −526−7.7% | 減碼 |
| Mason & Associates Inc | 6,295 | $132.7 萬 | 0.33% | −123−1.9% | 減碼 |
| Knollwood Investment Advisory, LLC | 6,310 | $133.1 萬 | 0.14% | 00.0% | 不變 |
| Verum Partners LLC | 6,311 | $133.1 萬 | 0.39% | −4−0.1% | 減碼 |
| New Covenant Trust Company, N.A. | 6,323 | $133.1 萬 | 1.29% | +529+9.1% | 加碼 |
| Quantum Financial Advisors, LLC | 6,317 | $133.2 萬 | 0.21% | +336+5.6% | 加碼 |
| Alaska Permanent Fund Corp | 6,338 | $133.6 萬 | 0.02% | 00.0% | 不變 |
| Philip James Wealth Mangement, LLC | 6,347 | $133.8 萬 | 0.16% | +5,133+422.8% | 加碼 |
| Indie Asset Partners, LLC | 6,351 | $133.9 萬 | 1.00% | +20.0% | 加碼 |
| BCM Advisors, LLC | 6,099 | $134.0 萬 | 0.31% | +4,834+382.1% | 加碼 |
| Fairscale Capital, LLC | 6,357 | $134.1 萬 | 1.17% | −213−3.2% | 減碼 |
| Regent Peak Wealth Advisors LLC | 6,369 | $134.3 萬 | 0.31% | +79+1.3% | 加碼 |
| First Affirmative Financial Network | 6,387 | $134.7 萬 | 0.74% | +3,387+112.9% | 加碼 |
| Audent Global Asset Management, LLC | 6,387 | $134.7 萬 | 2.30% | −5,579−46.6% | 減碼 |
| Gries Financial LLC | 6,387 | $134.7 萬 | 0.25% | +2,645+70.7% | 加碼 |
| High Falls Advisors, Inc | 6,388 | $134.7 萬 | 0.31% | +277+4.5% | 加碼 |
| Fairview Capital Investment Management, LLC | 6,393 | $134.8 萬 | 0.07% | +445+7.5% | 加碼 |
| Vision Capital Management, Inc. | 6,394 | $134.8 萬 | 0.19% | 00.0% | 不變 |
| ARK & TLK Investments, LLC | 6,419 | $135.4 萬 | 0.48% | 00.0% | 不變 |
| Financial Insights, Inc. | 6,440 | $135.8 萬 | 0.43% | −5,549−46.3% | 減碼 |
| Keystone Wealth Services, LLC | 6,463 | $136.3 萬 | 0.38% | +1,154+21.7% | 加碼 |
| TrueWealth Advisors, LLC | 6,463 | $136.3 萬 | 0.46% | +273+4.4% | 加碼 |
| Costello Asset Management, INC | 6,476 | $136.6 萬 | 0.91% | −326−4.8% | 減碼 |
| Symphony Financial Services, Inc. | 6,481 | $136.7 萬 | 1.16% | −94−1.4% | 減碼 |
| Trust Co of the South | 6,486 | $136.8 萬 | 0.29% | +1,534+31.0% | 加碼 |
| Hexagon Capital Partners LLC | 6,491 | $136.9 萬 | 0.27% | −81−1.2% | 減碼 |
| Vivaldi Capital Management, LLC | 6,492 | $136.9 萬 | 0.40% | +360+5.9% | 加碼 |
| Measured Wealth Private Client Group, LLC | 6,493 | $136.9 萬 | 0.46% | +355+5.8% | 加碼 |
| Winning Points Advisors, LLC | 9,323 | $137.6 萬 | 2.61% | +9,323 | 新進 |
| Keynote Financial Services LLC | 6,534 | $137.8 萬 | 1.05% | 00.0% | 不變 |
| PCA Investment Advisory Services Inc. | 6,541 | $137.9 萬 | 0.65% | +164+2.6% | 加碼 |
| ERn Financial, LLC | 6,546 | $138.0 萬 | 0.21% | +258+4.1% | 加碼 |
| BayBridge Capital Group, LLC | 6,551 | $138.1 萬 | 0.99% | −10−0.2% | 減碼 |
| Hilltop Partners LLC | 6,600 | $139.2 萬 | 0.47% | +495+8.1% | 加碼 |
| Caz Investments LP | 6,600 | $139.2 萬 | 1.29% | 00.0% | 不變 |
| Sunflower Bank, N.A. | 6,605 | $139.3 萬 | 0.38% | +379+6.1% | 加碼 |
| Sterling Wealth Management, Inc. | 6,614 | $139.5 萬 | 0.52% | +86+1.3% | 加碼 |
| Prelude Capital Management, LLC | 6,621 | $139.6 萬 | 0.11% | +160+2.5% | 加碼 |
| Hardin Capital Partners, LLC | 6,635 | $139.8 萬 | 0.79% | −178−2.6% | 減碼 |
| HHM Wealth Advisors, LLC | 6,639 | $140.0 萬 | 0.20% | 00.0% | 不變 |
| Wall Street Access Asset Management, LLC | 6,640 | $140.0 萬 | 0.53% | +204+3.2% | 加碼 |
| World Equity Group, Inc. | 6,658 | $140.4 萬 | 0.51% | −7,784−53.9% | 減碼 |
| REDW Wealth LLC | 6,663 | $140.5 萬 | 0.36% | −102−1.5% | 減碼 |
| GenTrust, LLC | 6,669 | $140.6 萬 | 0.07% | +2,871+75.6% | 加碼 |
| Hillsdale Investment Management Inc. | 6,702 | $141.3 萬 | 0.11% | +2,142+47.0% | 加碼 |
| Beacon Investment Advisors LLC | 6,717 | $141.6 萬 | 0.67% | +7+0.1% | 加碼 |
| Salzhauer Michael | 6,720 | $141.7 萬 | 0.90% | −400−5.6% | 減碼 |
| Coastwise Capital Group, LLC | 6,725 | $141.8 萬 | 1.17% | +150+2.3% | 加碼 |
| KRS Capital Management, LLC | 6,727 | $141.9 萬 | 1.03% | −423−5.9% | 減碼 |
| Pflug Koory, LLC | 6,732 | $142.0 萬 | 0.70% | +6,732 | 新進 |
| Lionsbridge Wealth Management LLC | 6,745 | $142.2 萬 | 1.12% | −261−3.7% | 減碼 |
| Prairie Sky Financial Group LLC | 6,750 | $142.3 萬 | 0.81% | −25−0.4% | 減碼 |
| Northside Capital Management, LLC | 6,750 | $142.3 萬 | 0.22% | 00.0% | 不變 |
| Clare Market Investments LLC | 6,760 | $142.5 萬 | 0.37% | −422−5.9% | 減碼 |
| True North Advisors, LLC | 6,769 | $142.7 萬 | 0.37% | +405+6.4% | 加碼 |
| Lantz Financial LLC | 6,777 | $142.9 萬 | 0.39% | +293+4.5% | 加碼 |
| Edgemoor Investment Advisors, Inc. | 6,787 | $143.1 萬 | 0.12% | −261−3.7% | 減碼 |
| Viewpoint Capital Management LLC | 6,804 | $143.2 萬 | 0.80% | 00.0% | 不變 |
| Winmill & Co. Inc | 6,800 | $143.4 萬 | 0.48% | 00.0% | 不變 |
| Meridian Investment Counsel Inc. | 6,805 | $143.5 萬 | 0.43% | 00.0% | 不變 |
| Palogic Value Management, L.P. | 6,824 | $143.9 萬 | 0.57% | 00.0% | 不變 |
| Wiser Advisor Group LLC | 6,833 | $144.1 萬 | 2.15% | −96−1.4% | 減碼 |
| Solidarilty Wealth, LLC | 6,837 | $144.2 萬 | 0.39% | −5,194−43.2% | 減碼 |
| Retirement Planning Group | 6,844 | $144.3 萬 | 0.08% | +1,242+22.2% | 加碼 |
| Delphi Management Inc | 6,861 | $144.7 萬 | 1.31% | −2,124−23.6% | 減碼 |
| Schneider Downs Wealth Management Advisors, LP | 6,866 | $144.8 萬 | 0.30% | +610+9.8% | 加碼 |
| Frazier Financial Advisors, LLC | 6,883 | $145.1 萬 | 1.13% | −233−3.3% | 減碼 |
| RFP Financial Group LLC | 6,886 | $145.2 萬 | 0.47% | −540−7.3% | 減碼 |
| Sivia Capital Partners, LLC | 6,894 | $145.4 萬 | 0.86% | +194+2.9% | 加碼 |
| Oxford Wealth Group, LLC | 6,894 | $145.4 萬 | 1.18% | −2,035−22.8% | 減碼 |
| Heartwood Wealth Advisors LLC | 6,907 | $145.6 萬 | 0.16% | −145−2.1% | 減碼 |
| Nabity-Jensen Investment Management Inc | 6,909 | $145.7 萬 | 1.12% | −114−1.6% | 減碼 |
| Birchcreek Wealth Management, LLC | 6,912 | $145.7 萬 | 0.96% | −164−2.3% | 減碼 |
| Accuvest Global Advisors | 6,914 | $145.8 萬 | 1.25% | +6,914 | 新進 |
| Capital Square, LLC | 6,918 | $145.9 萬 | 0.89% | −1,057−13.3% | 減碼 |