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 |
|---|---|---|---|---|---|
| Baker Tilly Wealth Management, LLC | 10,826 | $228.3 萬 | 1.01% | −1,759−14.0% | 減碼 |
| MGB Wealth Management, LLC | 10,861 | $228.9 萬 | 0.84% | −625−5.4% | 減碼 |
| 626 Financial, LLC | 10,858 | $229.0 萬 | 1.27% | −133−1.2% | 減碼 |
| Spreng Capital Management, Inc. | 10,873 | $229.3 萬 | 1.07% | −4,901−31.1% | 減碼 |
| Schrum Private Wealth Management LLC | 10,880 | $229.4 萬 | 1.19% | −653−5.7% | 減碼 |
| Letson Investment Management, Inc. | 10,888 | $229.6 萬 | 0.90% | +40.0% | 加碼 |
| Trillium Asset Management, LLC | 10,902 | $229.9 萬 | 0.06% | −33−0.3% | 減碼 |
| Okabena Investment Services Inc | 10,924 | $230.3 萬 | 0.65% | +358+3.4% | 加碼 |
| Hilltop National Bank | 10,946 | $230.8 萬 | 0.70% | −309−2.7% | 減碼 |
| Legato Capital Management LLC | 10,985 | $231.6 萬 | 0.29% | −3,735−25.4% | 減碼 |
| St. Johns Investment Management Company, LLC | 10,987 | $231.7 萬 | 1.09% | −645−5.5% | 減碼 |
| WealthBridge Capital Management, LLC | 11,007 | $232.1 萬 | 0.67% | +632+6.1% | 加碼 |
| Aldebaran Financial Inc. | 11,021 | $232.4 萬 | 2.74% | +343+3.2% | 加碼 |
| Providence First Trust Co | 11,032 | $232.6 萬 | 0.99% | +5,820+111.7% | 加碼 |
| Mainstay Capital Management LLC | 11,033 | $232.6 萬 | 0.39% | −10−0.1% | 減碼 |
| Windsor Capital Management, LLC | 11,039 | $232.8 萬 | 0.68% | −238−2.1% | 減碼 |
| Sonata Capital Group Inc | 11,046 | $232.9 萬 | 0.98% | −400−3.5% | 減碼 |
| Diligent Investors, LLC | 11,070 | $233.4 萬 | 0.54% | +9+0.1% | 加碼 |
| Breakwater Capital Group | 11,077 | $233.6 萬 | 0.47% | +384+3.6% | 加碼 |
| Stableford Capital II LLC | 10,522 | $233.9 萬 | 0.93% | −160−1.5% | 減碼 |
| Lee Financial Co | 11,093 | $233.9 萬 | 0.33% | +1,094+10.9% | 加碼 |
| Total Clarity Wealth Management, Inc. | 11,096 | $234.0 萬 | 0.75% | +332+3.1% | 加碼 |
| Hazlett, Burt & Watson, Inc. | 11,128 | $234.5 萬 | 1.08% | +214+2.0% | 加碼 |
| Orrstown Financial Services Inc | 11,143 | $235.0 萬 | 0.69% | +4,576+69.7% | 加碼 |
| Cacti Asset Management LLC | 11,110 | $235.1 萬 | 0.18% | 00.0% | 不變 |
| Exchange Bank | 11,149 | $235.1 萬 | 1.92% | −1,256−10.1% | 減碼 |
| Zions Bancorporation, N.A. | 11,157 | $235.3 萬 | 0.17% | +267+2.5% | 加碼 |
| Birinyi Associates Inc | 11,160 | $235.3 萬 | 0.68% | +20.0% | 加碼 |
| Arcataur Capital Management LLC | 11,167 | $235.5 萬 | 0.80% | +17+0.2% | 加碼 |
| CIC Wealth, LLC | 11,184 | $235.8 萬 | 0.61% | +234+2.1% | 加碼 |
| Palumbo Wealth Management LLC | 11,187 | $235.9 萬 | 0.92% | +1,212+12.2% | 加碼 |
| Astoria Portfolio Advisors LLC. | 10,634 | $236.4 萬 | 0.81% | −3,964−27.2% | 減碼 |
| Cranbrook Wealth Management, LLC | 11,210 | $236.4 萬 | 0.54% | +2,365+26.7% | 加碼 |
| Pinnacle Wealth Management Group, Inc. | 11,252 | $237.3 萬 | 1.50% | +69+0.6% | 加碼 |
| Wealth Management Partners, LLC | 11,253 | $237.3 萬 | 1.10% | +151+1.4% | 加碼 |
| Cornercap Investment Counsel Inc | 11,260 | $237.4 萬 | 0.70% | −16,789−59.9% | 減碼 |
| Blodgett Wealth Advisors, LLC | 11,261 | $237.4 萬 | 2.00% | +203+1.8% | 加碼 |
| Northern Financial Advisors Inc | 11,283 | $237.9 萬 | 1.81% | +203+1.8% | 加碼 |
| Ambassador Advisors, LLC | 11,291 | $238.1 萬 | 0.41% | −546−4.6% | 減碼 |
| Well Done, LLC | 11,353 | $239.4 萬 | 0.44% | −1,127−9.0% | 減碼 |
| Money Concepts Capital Corp | 11,387 | $240.1 萬 | 0.18% | −236−2.0% | 減碼 |
| West Paces Advisors Inc. | 11,394 | $240.3 萬 | 0.59% | +545+5.0% | 加碼 |
| Stanley-Laman Group, Ltd. | 11,410 | $240.6 萬 | 0.34% | +474+4.3% | 加碼 |
| BOS Asset Management, LLC | 11,431 | $241.0 萬 | 0.89% | +1,135+11.0% | 加碼 |
| Bigelow Investment Advisors, LLC | 11,436 | $241.1 萬 | 1.08% | +23+0.2% | 加碼 |
| MBA Advisors LLC | 11,460 | $241.6 萬 | 1.16% | −152−1.3% | 減碼 |
| Perpetual Ltd | 11,463 | $241.7 萬 | 0.03% | +342+3.1% | 加碼 |
| Auxano Advisors, LLC | 11,482 | $242.1 萬 | 0.63% | +57+0.5% | 加碼 |
| Paces Ferry Wealth Advisors, LLC | 11,484 | $242.2 萬 | 1.39% | −64−0.6% | 減碼 |
| First County Bank | 11,504 | $242.6 萬 | 1.20% | −78−0.7% | 減碼 |
| Diversified, LLC | 11,514 | $242.8 萬 | 0.27% | +117+1.0% | 加碼 |
| Diversified Enterprises, LLC | 11,514 | $242.8 萬 | 0.27% | +11,514 | 新進 |
| Brasada Capital Management, LP | 11,726 | $243.1 萬 | 0.42% | +11,726 | 新進 |
| Woodward Diversified Capital, LLC | 11,535 | $243.2 萬 | 1.54% | −96−0.8% | 減碼 |
| American Investment Services, Inc. | 11,545 | $243.4 萬 | 0.41% | +294+2.6% | 加碼 |
| First Financial Corp | 11,546 | $243.5 萬 | 1.16% | −560−4.6% | 減碼 |
| Morton Capital Management LLC | 11,570 | $244.0 萬 | 0.48% | +1,963+20.4% | 加碼 |
| Blue Square Asset Management, LLC | 11,595 | $244.5 萬 | 1.31% | +232+2.0% | 加碼 |
| Fort Point Capital Partners LLC | 11,597 | $244.5 萬 | 0.31% | +625+5.7% | 加碼 |
| Dark Forest Capital Management LP | 11,617 | $245.0 萬 | 0.31% | +7,763+201.4% | 加碼 |
| Correct Capital Wealth Management | 11,665 | $246.0 萬 | 0.54% | +1,213+11.6% | 加碼 |
| London & Capital Asset Management Ltd | 11,668 | $246.0 萬 | 0.20% | +11,668 | 新進 |
| Park Edge Advisors, LLC | 11,692 | $246.5 萬 | 0.70% | +368+3.2% | 加碼 |
| Vivid Wealth Management, LLC | 11,719 | $247.1 萬 | 1.29% | −222−1.9% | 減碼 |
| HMS Capital Management, LLC | 11,726 | $247.3 萬 | 1.21% | +129+1.1% | 加碼 |
| Highview Capital Management LLC | 11,730 | $247.3 萬 | 1.01% | +454+4.0% | 加碼 |
| Iams Wealth Management, LLC | 11,737 | $247.5 萬 | 1.21% | +395+3.5% | 加碼 |
| Belmont Capital, LLC | 11,738 | $247.5 萬 | 0.41% | −5,198−30.7% | 減碼 |
| Camarda Financial Advisors, LLC | 11,744 | $247.6 萬 | 0.93% | −354−2.9% | 減碼 |
| Castle Rock Wealth Management, LLC | 11,738 | $248.1 萬 | 0.59% | −82−0.7% | 減碼 |
| Cliftonlarsonallen Wealth Advisors, LLC | 11,793 | $248.7 萬 | 0.06% | +11,793 | 新進 |
| Aft, Forsyth & Company, Inc. | 11,811 | $249.0 萬 | 1.23% | −215−1.8% | 減碼 |
| Kennebec Savings Bank | 11,821 | $249.3 萬 | 2.47% | +11,821 | 新進 |
| Shum Financial Group, Inc. | 11,257 | $249.3 萬 | 2.08% | +11,257 | 新進 |
| Canvas Wealth Advisors, LLC | 11,830 | $249.4 萬 | 0.69% | +1,399+13.4% | 加碼 |
| Fortem Financial Group, LLC | 11,841 | $249.7 萬 | 1.02% | −2,787−19.1% | 減碼 |
| DAGCO, Inc. | 11,853 | $249.9 萬 | 1.03% | +30.0% | 加碼 |
| ORG Partners LLC | 11,847 | $250.0 萬 | 0.40% | −2,051−14.8% | 減碼 |
| Waddell & Associates, LLC | 11,859 | $250.1 萬 | 0.30% | +9+0.1% | 加碼 |
| Aviso Financial Inc. | 11,872 | $250.3 萬 | 0.12% | +1,575+15.3% | 加碼 |
| Advisory Alpha, LLC | 11,882 | $250.6 萬 | 0.09% | +730+6.5% | 加碼 |
| BSW Wealth Partners | 11,887 | $250.7 萬 | 0.38% | +1,095+10.1% | 加碼 |
| WBH Advisory Inc | 11,901 | $250.9 萬 | 0.24% | −72−0.6% | 減碼 |
| Aldebaran Capital, LLC | 11,907 | $251.1 萬 | 2.29% | 00.0% | 不變 |
| Kesler, Norman & Wride, LLC | 11,914 | $251.2 萬 | 0.49% | −3,597−23.2% | 減碼 |
| Canopy Partners, LLC | 11,951 | $252.0 萬 | 1.08% | +877+7.9% | 加碼 |
| Teza Capital Management LLC | 11,970 | $252.4 萬 | 0.28% | +666+5.9% | 加碼 |
| Blake Schutter Theil Wealth Advisors, LLC | 11,971 | $252.4 萬 | 1.81% | +11,971 | 新進 |
| Bayesian Capital Management, LP | 11,975 | $252.5 萬 | 0.30% | +11,975 | 新進 |
| Axiom Advisory, LLC | 12,011 | $252.5 萬 | 0.02% | +443+3.8% | 加碼 |
| Fortress Wealth Group, LLC | 11,255 | $253.8 萬 | 1.26% | +105+0.9% | 加碼 |
| LVM Capital Management Ltd | 12,560 | $254.0 萬 | 0.29% | 00.0% | 不變 |
| Cozad Asset Management Inc | 12,054 | $254.2 萬 | 0.24% | −266−2.2% | 減碼 |
| Magnolia Capital Advisors LLC | 12,070 | $254.5 萬 | 1.27% | −992−7.6% | 減碼 |
| Interchange Capital Partners, LLC | 12,102 | $255.3 萬 | 0.91% | +128+1.1% | 加碼 |
| Byrne Asset Management LLC | 12,106 | $255.3 萬 | 1.74% | −135−1.1% | 減碼 |
| Financial Advisors, LLC | 12,128 | $255.7 萬 | 0.49% | 00.0% | 不變 |
| FSB Premier Wealth Management, Inc. | 12,137 | $255.9 萬 | 1.05% | +1,706+16.4% | 加碼 |
| Schear Investment Advisers, LLC | 12,144 | $256.1 萬 | 1.58% | +1,880+18.3% | 加碼 |
| Aire Advisors, LLC | 12,159 | $256.4 萬 | 0.57% | −11−0.1% | 減碼 |