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 |
|---|---|---|---|---|---|
| Trust Investment Advisors | 9,892 | $208.6 萬 | 1.33% | −606−5.8% | 減碼 |
| Paulson Wealth Management Inc. | 9,894 | $208.6 萬 | 0.56% | −26−0.3% | 減碼 |
| FSM Wealth Advisors, LLC | 9,912 | $209.0 萬 | 0.55% | +523+5.6% | 加碼 |
| Ignite Planners, LLC | 9,916 | $209.1 萬 | 0.48% | −59−0.6% | 減碼 |
| US Asset Management LLC | 8,685 | $209.4 萬 | 1.85% | −123−1.4% | 減碼 |
| KC Investment Advisors, LLC | 9,937 | $209.5 萬 | 0.88% | +447+4.7% | 加碼 |
| Waterfront Wealth Inc. | 9,374 | $209.7 萬 | 0.51% | +303+3.3% | 加碼 |
| Fortis Capital Advisors, LLC | 9,970 | $210.2 萬 | 0.70% | +2,469+32.9% | 加碼 |
| Harel Insurance Investments & Financial Services Ltd. | 9,982 | $210.5 萬 | 0.04% | −330−3.2% | 減碼 |
| Cypress Wealth Services, LLC | 9,984 | $210.5 萬 | 0.44% | +427+4.5% | 加碼 |
| Westmount Partners, LLC | 9,994 | $210.7 萬 | 0.63% | −417−4.0% | 減碼 |
| Weaver C. Barksdale & Associates, Inc. | 10,000 | $210.9 萬 | 1.90% | −391−3.8% | 減碼 |
| Morris Financial Concepts, Inc. | 10,029 | $211.5 萬 | 0.91% | +425+4.4% | 加碼 |
| Global Trust Asset Management, LLC | 10,029 | $211.5 萬 | 0.78% | +341+3.5% | 加碼 |
| Cardinal Capital Management, Inc. | 10,040 | $211.7 萬 | 0.09% | −154,556−93.9% | 減碼 |
| Old Mission Investment Co LLC | 10,047 | $211.9 萬 | 0.65% | +252+2.6% | 加碼 |
| Tyler-Stone Wealth Management | 10,054 | $212.0 萬 | 0.40% | +6,116+155.3% | 加碼 |
| Sentinus, LLC | 10,059 | $212.1 萬 | 0.80% | +435+4.5% | 加碼 |
| CFO4Life Group, LLC | 10,062 | $212.2 萬 | 0.38% | +118+1.2% | 加碼 |
| Focused Wealth Management, Inc | 10,078 | $212.5 萬 | 0.29% | +21+0.2% | 加碼 |
| Brass Tax Wealth Management, Inc | 10,083 | $212.6 萬 | 0.46% | +1,866+22.7% | 加碼 |
| Centennial Bank | 10,083 | $212.6 萬 | 0.97% | −1,025−9.2% | 減碼 |
| Pinnacle Wealth Management, LLC | 10,087 | $212.7 萬 | 2.54% | −238−2.3% | 減碼 |
| First National Bank of Hutchinson | 10,090 | $212.8 萬 | 1.38% | −1,349−11.8% | 減碼 |
| West Family Investments, Inc. | 10,094 | $212.8 萬 | 0.72% | +768+8.2% | 加碼 |
| Prentice Wealth Management LLC | 10,096 | $212.9 萬 | 0.63% | −431−4.1% | 減碼 |
| Legacy Capital Group California, Inc. | 10,114 | $213.3 萬 | 0.71% | +1,964+24.1% | 加碼 |
| Corundum Group, Inc. | 10,133 | $213.7 萬 | 0.97% | −3,361−24.9% | 減碼 |
| CoreFirst Bank & Trust | 10,133 | $213.7 萬 | 1.23% | −205−2.0% | 減碼 |
| Matrix Trust Co | 10,136 | $213.7 萬 | 0.40% | −21−0.2% | 減碼 |
| Emprise Bank | 10,138 | $213.8 萬 | 1.23% | −687−6.3% | 減碼 |
| CRA Financial Services, LLC | 10,140 | $213.8 萬 | 0.39% | +73+0.7% | 加碼 |
| Lederer & Associates Investment Counsel | 10,142 | $213.9 萬 | 1.50% | −4,671−31.5% | 減碼 |
| Elmwood Wealth Management, Inc. | 10,157 | $214.2 萬 | 0.88% | −108−1.1% | 減碼 |
| Silicon Valley Capital Partners | 10,166 | $214.4 萬 | 0.28% | +453+4.7% | 加碼 |
| Evergreen Wealth Management, LLC | 10,170 | $214.4 萬 | 1.29% | −1,318−11.5% | 減碼 |
| Sage Rhino Capital LLC | 10,180 | $214.7 萬 | 0.48% | +17+0.2% | 加碼 |
| Proficio Capital Partners LLC | 10,185 | $214.8 萬 | 0.21% | −3,955−28.0% | 減碼 |
| Net Worth Advisory Group | 10,193 | $214.9 萬 | 0.64% | +10,193 | 新進 |
| Strong Tower Advisory Services | 10,204 | $215.2 萬 | 0.60% | +1,409+16.0% | 加碼 |
| Capstone Investment Advisors, LLC | 10,225 | $215.6 萬 | 0.04% | +5,297+107.5% | 加碼 |
| Trail Ridge Investment Advisors, LLC | 9,652 | $215.6 萬 | 1.03% | −10−0.1% | 減碼 |
| BHK Investment Advisors, LLC | 10,228 | $215.7 萬 | 0.80% | −284−2.7% | 減碼 |
| WCM Investment Management, LLC | 10,258 | $215.9 萬 | 0.00% | +7,842+324.6% | 加碼 |
| MWA Asset Management | 10,251 | $216.1 萬 | 1.44% | +264+2.6% | 加碼 |
| Matrix Private Capital Group LLC | 10,268 | $216.5 萬 | 1.25% | 00.0% | 不變 |
| Armstrong, Fleming & Moore, Inc | 10,317 | $217.5 萬 | 1.27% | +20.0% | 加碼 |
| China Universal Asset Management Co., Ltd. | 10,319 | $217.6 萬 | 0.24% | +5,870+131.9% | 加碼 |
| Godshalk Welsh Capital Management, Inc. | 10,345 | $218.1 萬 | 1.38% | −200−1.9% | 減碼 |
| Morningstar Investment Management LLC | 9,869 | $218.6 萬 | 0.22% | −6,075−38.1% | 減碼 |
| Pointe Capital Management LLC | 10,375 | $218.8 萬 | 1.28% | −2,274−18.0% | 減碼 |
| Capital Advisors, Ltd. LLC | 10,388 | $219.0 萬 | 0.27% | +71+0.7% | 加碼 |
| Fortitude Family Office, LLC | 10,389 | $219.1 萬 | 0.87% | +2,981+40.2% | 加碼 |
| Secured Retirement Advisors, LLC | 10,393 | $219.1 萬 | 1.58% | +290+2.9% | 加碼 |
| Epacria Capital Partners, LLC | 10,400 | $219.3 萬 | 1.50% | 00.0% | 不變 |
| Callan Capital, LLC | 10,405 | $219.4 萬 | 0.15% | +1,125+12.1% | 加碼 |
| Kidder Stephen W | 10,407 | $219.4 萬 | 0.65% | −815−7.3% | 減碼 |
| Wealth Architects, LLC | 10,408 | $219.5 萬 | 0.25% | −15−0.1% | 減碼 |
| Applied Capital LLC | 10,435 | $220.0 萬 | 1.71% | −85−0.8% | 減碼 |
| IMS Capital Management | 10,445 | $220.2 萬 | 0.99% | 00.0% | 不變 |
| Greater Midwest Financial Group, LLC | 10,464 | $220.6 萬 | 1.29% | +51+0.5% | 加碼 |
| New Millennium Group LLC | 10,474 | $220.8 萬 | 1.43% | −1,614−13.4% | 減碼 |
| First Citizens Financial Corp | 10,491 | $221.2 萬 | 1.17% | −70−0.7% | 減碼 |
| Notis-McConarty Edward | 10,498 | $221.4 萬 | 1.00% | −459−4.2% | 減碼 |
| Pensionfund Sabic | 10,500 | $221.4 萬 | 0.69% | +4,500+75.0% | 加碼 |
| Kowal Investment Group, LLC | 10,520 | $221.8 萬 | 0.41% | +201+1.9% | 加碼 |
| Hemenway Trust Co LLC | 10,527 | $222.0 萬 | 0.18% | −316−2.9% | 減碼 |
| Tempus Wealth Planning, LLC | 10,529 | $222.0 萬 | 0.81% | +999+10.5% | 加碼 |
| TBH Global Asset Management, LLC | 10,542 | $222.3 萬 | 0.48% | +213+2.1% | 加碼 |
| InTrack Investment Management Inc | 10,548 | $222.4 萬 | 1.58% | +4,655+79.0% | 加碼 |
| Balboa Wealth Partners | 10,568 | $222.8 萬 | 0.56% | +648+6.5% | 加碼 |
| 1620 Investment Advisors, Inc. | 10,581 | $223.1 萬 | 1.62% | −1,908−15.3% | 減碼 |
| Hunter Associates Investment Management LLC | 10,603 | $223.5 萬 | 0.35% | −374−3.4% | 減碼 |
| Harmony Asset Management LLC | 10,610 | $223.7 萬 | 0.82% | +746+7.6% | 加碼 |
| MBL Wealth, LLC | 10,621 | $224.0 萬 | 0.24% | +89+0.8% | 加碼 |
| Gilbert & Cook, Inc. | 10,628 | $224.1 萬 | 0.31% | −35−0.3% | 減碼 |
| Finivi Inc. | 10,637 | $224.3 萬 | 1.82% | +3,754+54.5% | 加碼 |
| Keudell/Morrison Wealth Management | 10,645 | $224.5 萬 | 0.61% | −60−0.6% | 減碼 |
| Alera Investment Advisors, LLC | 10,655 | $224.7 萬 | 0.26% | +454+4.5% | 加碼 |
| Axecap Investments, LLC | 10,679 | $225.2 萬 | 1.71% | +10,679 | 新進 |
| Select Asset Management & Trust | 10,680 | $225.2 萬 | 0.83% | +1,825+20.6% | 加碼 |
| Vista Investment Partners LLC | 10,698 | $225.6 萬 | 0.72% | −25−0.2% | 減碼 |
| Engineers Gate Manager LP | 10,699 | $225.6 萬 | 0.04% | −5,368−33.4% | 減碼 |
| Financial Management Professionals, Inc. | 10,699 | $225.6 萬 | 0.28% | +32+0.3% | 加碼 |
| CVA Family Office, LLC | 10,703 | $225.7 萬 | 0.37% | +36+0.3% | 加碼 |
| Princeton Capital Management LLC | 10,710 | $225.8 萬 | 0.71% | +94+0.9% | 加碼 |
| Carson Advisory Inc. | 10,710 | $225.8 萬 | 1.42% | −252−2.3% | 減碼 |
| Farrow Financial Inc. | 10,718 | $226.0 萬 | 1.42% | −210−1.9% | 減碼 |
| TKG Advisors, LLC | 10,732 | $226.3 萬 | 1.12% | +5,280+96.8% | 加碼 |
| First Bank & Trust | 10,734 | $226.3 萬 | 0.43% | −378−3.4% | 減碼 |
| Park Place Capital Corp | 10,734 | $226.3 萬 | 0.65% | +1,766+19.7% | 加碼 |
| Summit Financial Strategies, Inc. | 10,734 | $226.3 萬 | 0.25% | −99−0.9% | 減碼 |
| Lakeshore Financial Planning, Inc. | 10,732 | $226.3 萬 | 1.00% | −58−0.5% | 減碼 |
| Zhang Financial LLC | 10,747 | $226.6 萬 | 0.14% | −643−5.6% | 減碼 |
| Donald L. Hagan, LLC | 10,750 | $226.7 萬 | 1.16% | −632−5.6% | 減碼 |
| Passumpsic Savings Bank | 10,753 | $226.7 萬 | 1.49% | +1,407+15.1% | 加碼 |
| Fortune Financial Advisors, LLC | 10,753 | $226.7 萬 | 2.05% | −5,244−32.8% | 減碼 |
| Oder Investment Management, LLC | 10,761 | $226.9 萬 | 1.95% | −47−0.4% | 減碼 |
| Chesapeake Wealth Management | 10,786 | $227.4 萬 | 0.78% | +104+1.0% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 10,787 | $227.5 萬 | 0.08% | +966+9.8% | 加碼 |