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 |
|---|---|---|---|---|---|
| O'Brien Greene & Co. Inc | 7,893 | $166.4 萬 | 0.52% | −121−1.5% | 減碼 |
| Alta Advisers Ltd | 7,900 | $166.6 萬 | 0.76% | +100+1.3% | 加碼 |
| Syntax Research, Inc. | 7,913 | $166.8 萬 | 1.13% | −66−0.8% | 減碼 |
| Cheviot Value Management, LLC | 7,913 | $166.9 萬 | 0.31% | −286−3.5% | 減碼 |
| Cora Capital Advisors LLC | 7,919 | $167.0 萬 | 0.82% | −22−0.3% | 減碼 |
| Hall Laurie J Trustee | 7,915 | $167.0 萬 | 0.53% | +2,890+57.5% | 加碼 |
| TLWM | 7,922 | $167.0 萬 | 0.34% | −146−1.8% | 減碼 |
| Monterey Private Wealth, Inc. | 7,939 | $167.4 萬 | 0.57% | −439−5.2% | 減碼 |
| Proffitt & Goodson Inc | 7,950 | $167.6 萬 | 0.27% | −109−1.4% | 減碼 |
| Kolinsky Wealth Management, LLC | 7,952 | $167.7 萬 | 1.09% | +30+0.4% | 加碼 |
| Tilia Fiduciary Partners, Inc. | 7,976 | $168.2 萬 | 1.17% | +88+1.1% | 加碼 |
| JFS Wealth Advisors, LLC | 7,981 | $168.3 萬 | 0.11% | +2,762+52.9% | 加碼 |
| Icapital Wealth LLC | 7,984 | $168.4 萬 | 0.92% | 00.0% | 不變 |
| GoodHaven Capital Management, LLC | 8,000 | $168.7 萬 | 0.56% | 00.0% | 不變 |
| American State Bank (Iowa) | 8,005 | $168.8 萬 | 1.02% | +38+0.5% | 加碼 |
| McElhenny Sheffield Capital Management, LLC | 8,014 | $169.0 萬 | 0.55% | −113−1.4% | 減碼 |
| Mendel Money Management | 8,019 | $169.1 萬 | 0.73% | −579−6.7% | 減碼 |
| ABLE Financial Group, LLC | 8,033 | $169.4 萬 | 0.52% | +10+0.1% | 加碼 |
| Geller Advisors LLC | 8,065 | $170.1 萬 | 0.12% | +100+1.3% | 加碼 |
| Cookson Peirce & Co Inc | 8,067 | $170.1 萬 | 0.08% | +168+2.1% | 加碼 |
| IFG Advisors, LLC | 8,074 | $170.2 萬 | 0.36% | +266+3.4% | 加碼 |
| Unique Wealth Strategies, LLC | 8,108 | $171.0 萬 | 0.74% | +923+12.8% | 加碼 |
| Kozak & Associates, Inc. | 7,655 | $171.2 萬 | 0.40% | +229+3.1% | 加碼 |
| Fielder Capital Group LLC | 8,125 | $171.3 萬 | 0.57% | +485+6.3% | 加碼 |
| Childress Capital Advisors, LLC | 8,139 | $171.6 萬 | 0.46% | −23−0.3% | 減碼 |
| One Wealth Advisors, LLC | 8,164 | $172.1 萬 | 0.26% | +7+0.1% | 加碼 |
| Monte Financial Group, LLC | 8,198 | $172.9 萬 | 0.72% | 00.0% | 不變 |
| Mainstream Capital Management LLC | 8,202 | $172.9 萬 | 1.47% | +8,202 | 新進 |
| MEMBERS Trust Co | 8,217 | $173.3 萬 | 0.06% | +41+0.5% | 加碼 |
| CPA Asset Management LLC | 8,223 | $173.4 萬 | 0.84% | 00.0% | 不變 |
| Eqis Capital Management, Inc. | 8,224 | $173.4 萬 | 0.14% | +557+7.3% | 加碼 |
| Windsor Advisory Group, LLC | 8,227 | $173.5 萬 | 1.96% | +8,227 | 新進 |
| Wealth Management Associates, Inc. | 8,228 | $173.5 萬 | 0.76% | −179−2.1% | 減碼 |
| Hendershot Investments Inc. | 8,230 | $173.5 萬 | 0.24% | +362+4.6% | 加碼 |
| Ellsworth Advisors, LLC | 8,246 | $173.9 萬 | 0.45% | +904+12.3% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 8,276 | $174.6 萬 | 0.00% | +1,394+20.3% | 加碼 |
| Caldwell Investment Management Ltd. | 8,300 | $174.6 萬 | 1.22% | 00.0% | 不變 |
| LexAurum Advisors, LLC | 8,310 | $175.2 萬 | 0.39% | +36+0.4% | 加碼 |
| Financial Engines Advisors L.L.C. | 8,332 | $175.7 萬 | 0.00% | +30+0.4% | 加碼 |
| Walled Lake Planning & Wealth Management, LLC | 8,334 | $175.7 萬 | 0.66% | +3,449+70.6% | 加碼 |
| Transamerica Financial Advisors, Inc. | 8,337 | $175.8 萬 | 0.17% | −3,278−28.2% | 減碼 |
| Foster Victor Wealth Advisors, LLC | 8,248 | $176.0 萬 | 0.14% | +14+0.2% | 加碼 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 8,350 | $176.1 萬 | 0.49% | +1,366+19.6% | 加碼 |
| Bouchey Financial Group Ltd | 8,365 | $176.4 萬 | 0.16% | +111+1.3% | 加碼 |
| Westbourne Investment Advisors, Inc. | 8,385 | $176.8 萬 | 0.62% | −100−1.2% | 減碼 |
| Centric Wealth Management | 7,159 | $176.9 萬 | 0.48% | −116−1.6% | 減碼 |
| Keystone Financial Services | 8,391 | $176.9 萬 | 0.69% | +393+4.9% | 加碼 |
| Hussman Strategic Advisors, Inc. | 8,400 | $177.1 萬 | 0.44% | 00.0% | 不變 |
| Seven Mile Advisory | 8,418 | $177.5 萬 | 1.17% | +1,429+20.4% | 加碼 |
| Ostrum Asset Management | 8,423 | $177.6 萬 | 0.15% | −346−3.9% | 減碼 |
| Johnson & White Wealth Management, LLC | 8,442 | $178.0 萬 | 1.53% | +189+2.3% | 加碼 |
| Montz Harcus Wealth Management LLC | 8,452 | $178.2 萬 | 1.04% | −29−0.3% | 減碼 |
| Leo Wealth, LLC | 8,464 | $178.5 萬 | 0.16% | −1,038−10.9% | 減碼 |
| Plancorp, LLC | 8,466 | $178.5 萬 | 0.07% | +214+2.6% | 加碼 |
| Alta Wealth Advisors LLC | 8,475 | $178.7 萬 | 0.82% | +676+8.7% | 加碼 |
| Capital Advisors Wealth Management, LLC | 8,478 | $178.8 萬 | 0.33% | +2,030+31.5% | 加碼 |
| Milestone Asset Management, LLC | 8,483 | $178.9 萬 | 0.40% | +615+7.8% | 加碼 |
| Ti-Trust, Inc | 8,491 | $179.0 萬 | 1.28% | 00.0% | 不變 |
| Private Portfolio Partners LLC | 8,511 | $179.5 萬 | 0.34% | +143+1.7% | 加碼 |
| Rezny Wealth Management, Inc. | 8,530 | $179.9 萬 | 0.45% | +6,154+259.0% | 加碼 |
| First Heartland Consultants, Inc. | 8,531 | $179.9 萬 | 0.19% | +171+2.0% | 加碼 |
| Legacy Bridge, LLC | 8,535 | $180.0 萬 | 0.97% | −5−0.1% | 減碼 |
| JNBA Financial Advisors | 8,543 | $180.1 萬 | 0.18% | −1,254−12.8% | 減碼 |
| Callan Family Office, LLC | 8,543 | $180.1 萬 | 0.30% | +2,672+45.5% | 加碼 |
| Oarsman Capital, Inc. | 8,552 | $180.3 萬 | 0.33% | +184+2.2% | 加碼 |
| Allegheny Financial Group LTD | 8,573 | $180.8 萬 | 0.45% | +30.0% | 加碼 |
| Wambolt & Associates, LLC | 8,739 | $181.0 萬 | 0.49% | −622−6.6% | 減碼 |
| First National Bank Sioux Falls | 8,599 | $181.3 萬 | 0.82% | 00.0% | 不變 |
| Ausdal Financial Partners, Inc. | 8,600 | $181.3 萬 | 0.19% | −201−2.3% | 減碼 |
| W Advisors, LLC | 8,604 | $181.4 萬 | 1.12% | +168+2.0% | 加碼 |
| Ami Asset Management Corp | 8,630 | $182.0 萬 | 0.10% | −14−0.2% | 減碼 |
| Navellier & Associates Inc | 8,640 | $182.2 萬 | 0.25% | −1,000−10.4% | 減碼 |
| CenterBook Partners LP | 8,641 | $182.2 萬 | 0.11% | +8,641 | 新進 |
| Berkeley Capital Partners, LLC | 8,643 | $182.2 萬 | 0.52% | +558+6.9% | 加碼 |
| Integrated Capital Management, LLC | 8,654 | $182.5 萬 | 0.97% | +8,654 | 新進 |
| Samalin Investment Counsel, LLC | 8,663 | $182.7 萬 | 0.79% | −80−0.9% | 減碼 |
| Legacy Edge Advisors, LLC | 8,666 | $182.7 萬 | 0.29% | −99−1.1% | 減碼 |
| NorthStar Asset Management LLC | 8,670 | $182.8 萬 | 1.22% | +101+1.2% | 加碼 |
| Bullock Wealth Management Group | 8,833 | $182.9 萬 | 1.10% | +117+1.3% | 加碼 |
| RMR Capital Management, LLC | 8,679 | $183.0 萬 | 1.56% | 00.0% | 不變 |
| Texas Capital Bancshares Inc | 8,681 | $183.0 萬 | 0.74% | −89−1.0% | 減碼 |
| Wealthquest Corp | 8,852 | $183.3 萬 | 0.16% | −18−0.2% | 減碼 |
| City State Bank | 8,708 | $183.6 萬 | 0.67% | −193−2.2% | 減碼 |
| Eley Financial Management, Inc | 8,738 | $184.2 萬 | 0.74% | −464−5.0% | 減碼 |
| Prossimo Advisors, LLC | 8,740 | $184.3 萬 | 1.35% | +47+0.5% | 加碼 |
| Front Row Advisors LLC | 8,742 | $184.3 萬 | 0.66% | −3,716−29.8% | 減碼 |
| M. Kraus & Co | 8,758 | $184.7 萬 | 0.54% | 00.0% | 不變 |
| Rodgers Brothers Inc. | 8,759 | $184.7 萬 | 0.23% | 00.0% | 不變 |
| A. D. Beadell Investment Counsel, Inc. | 8,768 | $184.8 萬 | 1.48% | −940−9.7% | 減碼 |
| Castle Wealth Management LLC | 8,783 | $185.2 萬 | 0.74% | +984+12.6% | 加碼 |
| Crescent Grove Advisors, LLC | 8,787 | $185.3 萬 | 0.19% | −90−1.0% | 減碼 |
| Hummer Financial Advisory Services Inc | 8,790 | $185.3 萬 | 1.46% | 00.0% | 不變 |
| Charter Oak Capital Management, LLC | 8,797 | $185.5 萬 | 0.17% | +1,062+13.7% | 加碼 |
| Sound Income Strategies, LLC | 8,798 | $185.5 萬 | 0.12% | +542+6.6% | 加碼 |
| Game Creek Capital, LP | 8,800 | $185.6 萬 | 1.00% | −50−0.6% | 減碼 |
| Armbruster Capital Management, Inc. | 8,808 | $185.7 萬 | 0.37% | +1,304+17.4% | 加碼 |
| N.E.W. Advisory Services LLC | 8,811 | $185.8 萬 | 0.18% | −199−2.2% | 減碼 |
| Virtue Capital Management, LLC | 8,812 | $185.8 萬 | 0.37% | −2,136−19.5% | 減碼 |
| Verition Fund Management LLC | 8,835 | $186.3 萬 | 0.01% | −5,182−37.0% | 減碼 |
| Asio Capital, LLC | 8,835 | $186.3 萬 | 0.35% | −165−1.8% | 減碼 |