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 |
|---|---|---|---|---|---|
| Lindenwold Advisors | 12,160 | $256.4 萬 | 1.29% | +82+0.7% | 加碼 |
| One Charles Private Wealth Services, LLC | 12,179 | $256.8 萬 | 0.98% | +44+0.4% | 加碼 |
| Berger Financial Group, Inc | 12,184 | $256.9 萬 | 0.19% | +5,701+87.9% | 加碼 |
| Aristotle Capital Management, LLC | 12,211 | $257.5 萬 | 0.00% | 00.0% | 不變 |
| Winthrop Capital Management, LLC | 12,210 | $257.5 萬 | 1.23% | −231−1.9% | 減碼 |
| Wolff Wiese Magana LLC | 12,225 | $257.8 萬 | 1.76% | +185+1.5% | 加碼 |
| Pinnacle Holdings, LLC | 12,248 | $258.3 萬 | 1.01% | −159−1.3% | 減碼 |
| Purus Wealth Management, LLC | 12,264 | $258.6 萬 | 1.10% | −358−2.8% | 減碼 |
| LCNB Corp | 12,288 | $259.1 萬 | 0.92% | −540−4.2% | 減碼 |
| 44 Wealth Management LLC | 11,652 | $260.3 萬 | 0.92% | +11,652 | 新進 |
| Amplius Wealth Advisors, LLC | 12,366 | $260.7 萬 | 0.28% | +179+1.5% | 加碼 |
| Peoples Bank | 12,384 | $261.1 萬 | 1.33% | −896−6.7% | 減碼 |
| Insight Wealth Strategies, LLC | 12,404 | $261.6 萬 | 0.34% | +166+1.4% | 加碼 |
| Eisler Capital (UK) Ltd. | 12,417 | $261.8 萬 | 0.62% | +12,417 | 新進 |
| Roman Butler Fullerton & Co | 11,808 | $262.6 萬 | 0.79% | +27+0.2% | 加碼 |
| Bath Savings Trust Co | 12,458 | $262.7 萬 | 0.26% | −300−2.4% | 減碼 |
| Meadow Creek Wealth Advisors LLC | 12,464 | $262.8 萬 | 2.08% | +507+4.2% | 加碼 |
| Autumn Glory Partners, LLC | 12,456 | $262.9 萬 | 1.01% | +2,284+22.5% | 加碼 |
| Invesco, LLC | 12,473 | $263.0 萬 | 1.05% | +124+1.0% | 加碼 |
| Marble Harbor Investment Counsel, LLC | 12,479 | $263.1 萬 | 0.29% | 00.0% | 不變 |
| Revolve Wealth Partners, LLC | 12,481 | $263.2 萬 | 0.40% | +1,912+18.1% | 加碼 |
| Readystate Asset Management LP | 12,504 | $263.7 萬 | 0.14% | +12,504 | 新進 |
| Peoples Bank | 12,541 | $264.4 萬 | 1.77% | −50.0% | 減碼 |
| High Net Worth Advisory Group LLC | 12,542 | $264.5 萬 | 0.74% | −541−4.1% | 減碼 |
| Cornerstone Advisory, LLC | 12,557 | $264.8 萬 | 0.35% | +155+1.2% | 加碼 |
| Granite Group Advisors, LLC | 12,561 | $264.9 萬 | 1.70% | −1,977−13.6% | 減碼 |
| Eagle Bluffs Wealth Management LLC | 12,589 | $265.5 萬 | 1.43% | +82+0.7% | 加碼 |
| HF Advisory Group, LLC | 12,594 | $265.6 萬 | 1.23% | +725+6.1% | 加碼 |
| Heritage Wealth Advisors | 12,632 | $266.4 萬 | 0.12% | +502+4.1% | 加碼 |
| Continental Advisors LLC | 12,635 | $266.4 萬 | 1.97% | −2,500−16.5% | 減碼 |
| Acorn Wealth Advisors, LLC | 12,650 | $266.7 萬 | 1.15% | +994+8.5% | 加碼 |
| Prosperitas Financial LLC | 12,652 | $266.8 萬 | 1.44% | +1,003+8.6% | 加碼 |
| Neumann Capital Management, LLC | 12,672 | $267.2 萬 | 0.89% | −1,000−7.3% | 減碼 |
| Burford Brothers, Inc. | 12,678 | $267.3 萬 | 1.39% | +40+0.3% | 加碼 |
| Tradition Wealth Management, LLC | 12,703 | $267.9 萬 | 0.24% | +550+4.5% | 加碼 |
| Corrado Advisors, LLC | 12,708 | $268.0 萬 | 1.68% | −563−4.2% | 減碼 |
| PYA Waltman Capital, LLC | 12,716 | $268.1 萬 | 0.88% | +437+3.6% | 加碼 |
| Fragasso Group Inc. | 12,730 | $268.4 萬 | 0.21% | −1,378−9.8% | 減碼 |
| Ellerson Group Inc | 12,734 | $268.5 萬 | 2.11% | +60+0.5% | 加碼 |
| Signature Wealth Management Partners, LLC | 12,770 | $269.3 萬 | 1.95% | −983−7.1% | 減碼 |
| Greenwich Wealth Management LLC | 12,771 | $269.3 萬 | 0.18% | +61+0.5% | 加碼 |
| Quotient Wealth Partners, LLC | 12,842 | $270.8 萬 | 0.09% | +75+0.6% | 加碼 |
| MCF Advisors LLC | 12,847 | $270.9 萬 | 0.19% | +61+0.5% | 加碼 |
| Wulff, Hansen & Co. | 12,851 | $271.0 萬 | 2.55% | −1,000−7.2% | 減碼 |
| Valley National Advisers Inc | 12,856 | $271.0 萬 | 0.49% | −12,309−48.9% | 減碼 |
| Falcon Wealth Planning | 12,861 | $271.2 萬 | 0.32% | +35+0.3% | 加碼 |
| Southland Equity Partners LLC | 12,863 | $271.2 萬 | 0.66% | +2,475+23.8% | 加碼 |
| Marvin & Palmer Associates Inc | 12,894 | $271.9 萬 | 2.28% | +12,894 | 新進 |
| Nicholas Hoffman & Company, LLC. | 12,918 | $272.4 萬 | 0.11% | +24+0.2% | 加碼 |
| National Philanthropic Trust | 12,924 | $272.5 萬 | 0.05% | +11+0.1% | 加碼 |
| First Trust Investment Solutions L.P. | 12,947 | $273.0 萬 | 0.31% | −18,939−59.4% | 減碼 |
| LMG Wealth Partners, LLC | 12,954 | $273.1 萬 | 0.63% | −246−1.9% | 減碼 |
| S.E.E.D. Planning Group LLC | 12,958 | $273.2 萬 | 0.91% | −452−3.4% | 減碼 |
| Union Savings Bank | 12,970 | $273.5 萬 | 1.34% | +76+0.6% | 加碼 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 13,000 | $274.1 萬 | 1.41% | −10,000−43.5% | 減碼 |
| Ulysses Management LLC | 13,000 | $274.1 萬 | 0.63% | +1,000+8.3% | 加碼 |
| Gerber Kawasaki Wealth & Investment Management | 13,001 | $274.2 萬 | 0.13% | −288−2.2% | 減碼 |
| Norris Perne & French LLP | 13,026 | $274.7 萬 | 0.19% | +1,979+17.9% | 加碼 |
| Capital Management Associates | 13,028 | $274.7 萬 | 3.06% | −65−0.5% | 減碼 |
| Quent Capital, LLC | 13,047 | $275.0 萬 | 0.28% | +255+2.0% | 加碼 |
| Traphagen Investment Advisors LLC | 13,045 | $275.1 萬 | 0.28% | +113+0.9% | 加碼 |
| Chapman Investment Management, LLC | 13,047 | $275.1 萬 | 2.01% | 00.0% | 不變 |
| Highline Wealth Partners LLC | 13,074 | $275.7 萬 | 0.92% | +5,565+74.1% | 加碼 |
| KPP Advisory Services LLC | 13,136 | $277.0 萬 | 0.66% | +104+0.8% | 加碼 |
| Optimum Investment Advisors | 13,145 | $277.2 萬 | 1.20% | −206−1.5% | 減碼 |
| Legacy Wealth Management, LLC | 13,168 | $277.7 萬 | 1.02% | +500+3.9% | 加碼 |
| Cim Investment Mangement Inc | 13,187 | $278.1 萬 | 0.82% | −275−2.0% | 減碼 |
| Insight Inv LLC | 13,241 | $279.2 萬 | 2.34% | −785−5.6% | 減碼 |
| Balyasny Asset Management LLC | 13,297 | $280.4 萬 | 0.01% | −88,722−87.0% | 減碼 |
| Aft, Forsyth & Sober, LLC | 13,300 | $280.4 萬 | 0.92% | +200+1.5% | 加碼 |
| BlackDiamond Wealth Management Inc. | 11,726 | $280.9 萬 | 1.70% | +257+2.2% | 加碼 |
| Sentry Investment Management LLC | 13,374 | $282.0 萬 | 1.19% | −702−5.0% | 減碼 |
| Brendel Financial Advisors LLC | 13,383 | $282.2 萬 | 1.60% | −55−0.4% | 減碼 |
| Catalina Capital Group, LLC | 13,423 | $283.0 萬 | 0.96% | +1,677+14.3% | 加碼 |
| Trinity Financial Advisors LLC | 19,424 | $283.1 萬 | 1.27% | +869+4.7% | 加碼 |
| Savvy Advisors, Inc. | 13,446 | $283.5 萬 | 0.58% | +2,717+25.3% | 加碼 |
| Titleist Asset Management, LLC | 13,447 | $283.5 萬 | 0.41% | −177−1.3% | 減碼 |
| Sax Wealth Advisors, LLC | 13,461 | $283.8 萬 | 0.25% | +2,369+21.4% | 加碼 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 12,932 | $284.2 萬 | 1.08% | +40.0% | 加碼 |
| Allred Capital Management, LLC | 13,521 | $285.1 萬 | 1.12% | −94−0.7% | 減碼 |
| Arlington Trust Co LLC | 13,522 | $285.1 萬 | 0.62% | +80+0.6% | 加碼 |
| Wealth Alliance Advisory Group, LLC | 13,536 | $285.4 萬 | 0.60% | +100+0.7% | 加碼 |
| Second Half Financial Partners, LLC | 13,549 | $285.7 萬 | 1.51% | −6,634−32.9% | 減碼 |
| Northstar Asset Management LLC | 13,565 | $286.0 萬 | 0.66% | −6,976−34.0% | 減碼 |
| Davidson Trust Co | 13,565 | $286.0 萬 | 1.47% | +2,680+24.6% | 加碼 |
| Lantern Wealth Advisors, LLC | 13,567 | $286.1 萬 | 1.98% | +57+0.4% | 加碼 |
| Alexander Randolph Advisory, Inc. | 13,629 | $287.4 萬 | 2.54% | −4,383−24.3% | 減碼 |
| Birmingham Capital Management Co Inc | 13,629 | $287.4 萬 | 1.05% | −150−1.1% | 減碼 |
| Fiduciary Family Office, LLC | 13,642 | $287.7 萬 | 0.95% | −259−1.9% | 減碼 |
| Carl P. Sherr & Co., LLC | 13,649 | $287.8 萬 | 1.51% | +30.0% | 加碼 |
| Weatherly Asset Management L. P. | 13,657 | $288.0 萬 | 0.25% | +2,069+17.9% | 加碼 |
| Elyxium Wealth, LLC | 13,666 | $288.2 萬 | 1.59% | +13,666 | 新進 |
| Guardian Capital LP | 13,669 | $288.2 萬 | 0.11% | −400−2.8% | 減碼 |
| Abundance Wealth Counselors | 13,712 | $289.1 萬 | 0.60% | −598−4.2% | 減碼 |
| Orleans Capital Management Corp | 13,753 | $290.0 萬 | 1.65% | −150−1.1% | 減碼 |
| Onyx Bridge Wealth Group LLC | 13,763 | $290.2 萬 | 0.44% | +237+1.8% | 加碼 |
| Bedell Frazier Investment Counseling, LLC | 13,771 | $290.4 萬 | 0.69% | −33−0.2% | 減碼 |
| Etesian Wealth Advisors, Inc. | 13,773 | $290.4 萬 | 1.31% | −132−0.9% | 減碼 |
| Capital City Trust Co | 13,779 | $290.5 萬 | 0.72% | +3,119+29.3% | 加碼 |
| Alaethes Wealth LLC | 13,801 | $291.0 萬 | 1.07% | −1,394−9.2% | 減碼 |