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 |
|---|---|---|---|---|---|
| Waypoint Capital Advisors, LLC | 6,924 | $146.0 萬 | 0.31% | +116+1.7% | 加碼 |
| Tennessee Valley Asset Management Partners | 6,904 | $146.1 萬 | 0.24% | −18−0.3% | 減碼 |
| ARGA Investment Management, LP | 6,950 | $146.5 萬 | 0.05% | 00.0% | 不變 |
| Connective Portfolio Management, LLC | 10,080 | $146.6 萬 | 2.87% | +1,000+11.0% | 加碼 |
| Mosaic Family Wealth Partners, LLC | 6,957 | $146.7 萬 | 0.22% | +67+1.0% | 加碼 |
| Sippican Capital Advisors | 6,984 | $147.3 萬 | 1.03% | −4−0.1% | 減碼 |
| Highland Financial Advisors, LLC | 6,987 | $147.3 萬 | 0.52% | −69−1.0% | 減碼 |
| Gordian Capital Singapore Pte Ltd | 7,010 | $147.8 萬 | 0.56% | +568+8.8% | 加碼 |
| O'Keefe Stevens Advisory, Inc. | 7,016 | $147.9 萬 | 0.45% | +914+15.0% | 加碼 |
| Security Financial Services, INC. | 7,037 | $148.4 萬 | 0.30% | +61+0.9% | 加碼 |
| 5th Street Advisors, LLC | 7,058 | $148.8 萬 | 0.72% | +1,140+19.3% | 加碼 |
| Herbst Group, LLC | 7,085 | $149.4 萬 | 0.93% | −375−5.0% | 減碼 |
| LBMC Investment Advisors, LLC | 7,101 | $149.7 萬 | 0.12% | 00.0% | 不變 |
| Atwood & Palmer Inc | 7,120 | $150.1 萬 | 0.10% | 00.0% | 不變 |
| Powell Investment Advisors, LLC | 7,122 | $150.2 萬 | 0.70% | +40+0.6% | 加碼 |
| SC&H Financial Advisors, Inc. | 7,138 | $150.5 萬 | 0.33% | −337−4.5% | 減碼 |
| waypoint wealth counsel | 7,151 | $150.8 萬 | 1.02% | +350+5.1% | 加碼 |
| Cladis Investment Advisory, LLC | 7,153 | $150.8 萬 | 1.05% | −36−0.5% | 減碼 |
| VisionPoint Advisory Group, LLC | 7,172 | $151.2 萬 | 0.51% | −6,017−45.6% | 減碼 |
| Garrison Point Advisors, LLC | 7,177 | $151.3 萬 | 0.94% | −20−0.3% | 減碼 |
| AJ Advisors, LLC | 7,177 | $151.3 萬 | 0.78% | +26+0.4% | 加碼 |
| Gilman Hill Asset Management, LLC | 7,187 | $151.5 萬 | 0.25% | −409−5.4% | 減碼 |
| DMG Group, LLC | 7,187 | $151.5 萬 | 1.23% | +58+0.8% | 加碼 |
| Benchmark Investment Advisors LLC | 7,226 | $152.4 萬 | 1.09% | +256+3.7% | 加碼 |
| Morse Asset Management, Inc | 7,226 | $152.4 萬 | 0.33% | +5,065+234.4% | 加碼 |
| McLean Asset Management Corp | 7,215 | $152.4 萬 | 0.46% | +717+11.0% | 加碼 |
| CORDA Investment Management, LLC. | 7,241 | $152.7 萬 | 0.12% | −2,458−25.3% | 減碼 |
| Sunpointe, LLC | 7,252 | $152.9 萬 | 1.26% | −117−1.6% | 減碼 |
| PBMares Wealth Management LLC | 7,259 | $153.1 萬 | 0.32% | +502+7.4% | 加碼 |
| Talisman Wealth Advisors LLC | 7,271 | $153.1 萬 | 1.61% | −53−0.7% | 減碼 |
| Financial Management Network Inc | 7,255 | $153.2 萬 | 0.32% | +27+0.4% | 加碼 |
| Five Oceans Advisors | 7,276 | $153.4 萬 | 0.73% | +943+14.9% | 加碼 |
| Mosley Wealth Management | 6,880 | $153.4 萬 | 1.05% | +3,252+89.6% | 加碼 |
| Coastal Investment Advisors, Inc. | 6,928 | $153.4 萬 | 0.71% | −12,291−64.0% | 減碼 |
| RF&L Wealth Management, LLC | 7,277 | $153.5 萬 | 1.09% | −36−0.5% | 減碼 |
| Alesco Advisors LLC | 7,289 | $153.7 萬 | 0.05% | 00.0% | 不變 |
| Gallagher Fiduciary Advisors, LLC | 7,314 | $154.2 萬 | 0.31% | −156−2.1% | 減碼 |
| New Century Financial Group, LLC | 7,333 | $154.6 萬 | 0.57% | +1,771+31.8% | 加碼 |
| Tudor Financial Inc. | 7,339 | $154.8 萬 | 0.95% | +7,339 | 新進 |
| Key Client Fiduciary Advisors, LLC | 7,340 | $154.8 萬 | 0.70% | +264+3.7% | 加碼 |
| Cooper Financial Group | 7,351 | $155.0 萬 | 0.20% | −1,816−19.8% | 減碼 |
| Driehaus Capital Management LLC | 7,354 | $155.1 萬 | 0.01% | −24−0.3% | 減碼 |
| Atlas Capital Advisors LLC | 7,355 | $155.1 萬 | 0.24% | +8+0.1% | 加碼 |
| Ashton Thomas Securities, LLC | 7,355 | $155.1 萬 | 0.30% | +1,139+18.3% | 加碼 |
| James J. Burns & Company, LLC | 7,357 | $155.1 萬 | 0.28% | +436+6.3% | 加碼 |
| Physicians Financial Services, Inc. | 7,372 | $155.4 萬 | 0.48% | −350−4.5% | 減碼 |
| Richard W. Paul & Associates, LLC | 7,371 | $155.4 萬 | 0.56% | 00.0% | 不變 |
| Sym Financial Corp | 7,412 | $156.3 萬 | 0.21% | +2,564+52.9% | 加碼 |
| Northwest Wealth Management, LLC | 7,420 | $156.4 萬 | 0.36% | −127−1.7% | 減碼 |
| Silver Oak Securities, Inc | 7,694 | $156.6 萬 | 0.17% | +1,968+34.4% | 加碼 |
| Dynamic Technology Lab Private Ltd | 7,425 | $156.6 萬 | 0.17% | +7,425 | 新進 |
| Global Financial Private Client, LLC | 7,427 | $156.6 萬 | 0.61% | +249+3.5% | 加碼 |
| Woodard & Co Asset Management Group Inc | 7,445 | $157.0 萬 | 0.35% | +7,445 | 新進 |
| Wealth Group, Ltd. | 7,450 | $157.1 萬 | 1.05% | −64−0.9% | 減碼 |
| Asset Advisors Investment Management, LLC | 7,457 | $157.2 萬 | 0.16% | 00.0% | 不變 |
| Access Financial Services, Inc. | 7,459 | $157.3 萬 | 0.72% | +216+3.0% | 加碼 |
| Onefund, LLC | 7,475 | $157.6 萬 | 1.60% | −93−1.2% | 減碼 |
| Madison Wealth Partners, Inc | 7,478 | $157.7 萬 | 0.47% | −326−4.2% | 減碼 |
| Affiance Financial, LLC | 7,515 | $158.5 萬 | 0.38% | +67+0.9% | 加碼 |
| LVZ Advisors, Inc. | 7,539 | $159.0 萬 | 0.20% | +1,350+21.8% | 加碼 |
| Capital Markets Trading UK LLP | 7,550 | $159.2 萬 | 1.47% | −8,071−51.7% | 減碼 |
| Intrua Financial, LLC | 7,555 | $159.3 萬 | 0.26% | −972−11.4% | 減碼 |
| Householder Group Estate & Retirement Specialist, LLC | 7,561 | $159.4 萬 | 0.46% | −1,506−16.6% | 減碼 |
| Trilogy Capital Inc. | 7,564 | $159.5 萬 | 0.08% | +68+0.9% | 加碼 |
| ORBA Wealth Advisors, L.L.C. | 7,566 | $159.5 萬 | 0.81% | −73−1.0% | 減碼 |
| Black Diamond Financial, LLC | 7,570 | $159.6 萬 | 0.27% | +1,349+21.7% | 加碼 |
| AllSquare Wealth Management LLC | 7,581 | $159.8 萬 | 0.91% | +90+1.2% | 加碼 |
| Freemont Management S.A. | 7,600 | $160.3 萬 | 0.84% | 00.0% | 不變 |
| SignalPoint Asset Management, LLC | 7,615 | $160.3 萬 | 0.37% | −28−0.4% | 減碼 |
| Dixon Fnancial Services, Inc. | 7,611 | $160.5 萬 | 0.85% | 00.0% | 不變 |
| Live Oak Investment Partners | – | $160.5 萬 | 1.25% | – | – |
| Baron Silver Stevens Financial Advisors, LLC | 7,640 | $161.1 萬 | 0.28% | 00.0% | 不變 |
| Thrive Wealth Management, LLC | 7,641 | $161.1 萬 | 0.30% | −178−2.3% | 減碼 |
| Veracity Capital LLC | 7,648 | $161.3 萬 | 0.62% | +250+3.4% | 加碼 |
| Keyes, Stange & Wooten Wealth Management, LLC | 7,663 | $161.6 萬 | 0.96% | −68−0.9% | 減碼 |
| Phillips Wealth Planners LLC | 7,228 | $161.7 萬 | 1.55% | −185−2.5% | 減碼 |
| Y.D. More Investments Ltd | 7,674 | $161.7 萬 | 0.17% | −5,493−41.7% | 減碼 |
| General Partner, Inc. | 7,672 | $161.8 萬 | 1.00% | 00.0% | 不變 |
| Cornerstone National Bank & Trust Co | 7,688 | $162.1 萬 | 0.73% | +55+0.7% | 加碼 |
| Edge Financial Advisors LLC | 7,690 | $162.2 萬 | 1.44% | −97−1.2% | 減碼 |
| Commons Capital, LLC | 7,693 | $162.2 萬 | 1.79% | +29+0.4% | 加碼 |
| Altus Wealth Group LLC | 7,695 | $162.3 萬 | 0.69% | +668+9.5% | 加碼 |
| Objective Capital Management, LLC | 7,698 | $162.3 萬 | 0.95% | +7,698 | 新進 |
| Zimmermann Investment Management & Planning LLC | 7,714 | $162.7 萬 | 0.50% | +462+6.4% | 加碼 |
| Analyst IMS Investment Management Services Ltd. | 7,715 | $162.7 萬 | 0.06% | +3,213+71.4% | 加碼 |
| Covenant Partners, LLC | 7,718 | $162.7 萬 | 0.47% | +267+3.6% | 加碼 |
| Orca Investment Management, LLC | 7,743 | $163.3 萬 | 1.47% | +343+4.6% | 加碼 |
| Guidance Capital, Inc | 7,257 | $163.6 萬 | 0.51% | −597−7.6% | 減碼 |
| Stephens Consulting, LLC | 7,769 | $163.8 萬 | 0.42% | −27−0.3% | 減碼 |
| Moss Adams Wealth Advisors LLC | 7,771 | $163.9 萬 | 0.18% | +487+6.7% | 加碼 |
| Gibraltar Capital Management, Inc. | 7,780 | $164.0 萬 | 0.74% | −24,570−76.0% | 減碼 |
| Rogco, LP | 7,782 | $164.1 萬 | 0.64% | −265−3.3% | 減碼 |
| Core Wealth Partners LLC | 7,819 | $164.9 萬 | 1.00% | +1,105+16.5% | 加碼 |
| ASB Consultores, LLC | 7,820 | $164.9 萬 | 0.65% | −195−2.4% | 減碼 |
| Aspen Wealth Strategies, LLC | 7,850 | $165.5 萬 | 1.07% | −405−4.9% | 減碼 |
| Rational Advisors LLC | 7,852 | $165.6 萬 | 0.16% | +3,545+82.3% | 加碼 |
| Alhambra Investment Partners LLC | 7,853 | $165.6 萬 | 0.86% | +223+2.9% | 加碼 |
| Summit Wealth & Retirement Planning, Inc. | 7,866 | $165.9 萬 | 0.53% | −467−5.6% | 減碼 |
| Calton & Associates, Inc. | 7,866 | $165.9 萬 | 0.63% | −420−5.1% | 減碼 |
| ELCO Management Co., LLC | 7,881 | $166.2 萬 | 0.90% | −4−0.1% | 減碼 |