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 5,157 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 | 5,157 | $6,437 億 |
| 2026 年第 1 季 | 5,102 | $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 | 4,679 | $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 | 3,711 | $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 | 3,629 | $2,783 億 |
| 2022 年第 3 季 | 3,396 | $2,129 億 |
| 2022 年第 2 季 | 3,428 | $2,293 億 |
| 2022 年第 1 季 | 3,519 | $2,789 億 |
| 2021 年第 4 季 | 3,594 | $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 |
|---|---|---|---|---|---|
| Silverberg Bernstein Capital Management LLC | 1,254 | $26.4 萬 | 0.24% | −195−13.5% | 減碼 |
| Horizon Investment Services, LLC | 1,261 | $26.6 萬 | 0.11% | +1+0.1% | 加碼 |
| Keystone Financial Planning, Inc. | 1,268 | $26.7 萬 | 0.08% | −97−7.1% | 減碼 |
| Prentiss Smith & Co Inc | 1,269 | $26.8 萬 | 0.17% | 00.0% | 不變 |
| Unio Capital LLC | 1,271 | $26.8 萬 | 0.11% | 00.0% | 不變 |
| Verity Asset Management, Inc. | 1,275 | $26.9 萬 | 0.10% | −130−9.3% | 減碼 |
| Kuhn & Co Investment Counsel | 1,275 | $26.9 萬 | 0.23% | +123+10.7% | 加碼 |
| Brogan Financial, Inc. | 1,276 | $26.9 萬 | 0.15% | +95+8.0% | 加碼 |
| Strata Wealth Advisors, LLC | 1,280 | $27.0 萬 | 0.09% | +77+6.4% | 加碼 |
| Tobias Financial Advisors, Inc. | 1,281 | $27.0 萬 | 0.05% | +100+8.5% | 加碼 |
| FOCUS Wealth Advisors, LLC | 1,286 | $27.1 萬 | 0.14% | 00.0% | 不變 |
| Eaton-Cambridge Inc. | 1,286 | $27.1 萬 | 0.13% | 00.0% | 不變 |
| Edmp, Inc. | 1,289 | $27.2 萬 | 0.22% | −12−0.9% | 減碼 |
| Crane Advisory, LLC | 1,291 | $27.2 萬 | 0.05% | 00.0% | 不變 |
| Valued Retirements, Inc. | 1,291 | $27.2 萬 | 0.38% | +95+7.9% | 加碼 |
| Continuum Wealth Advisors, LLC | 1,292 | $27.2 萬 | 0.15% | 00.0% | 不變 |
| Perissos Private Wealth Management, LLC | 1,295 | $27.3 萬 | 0.22% | −230−15.1% | 減碼 |
| Golden Road Advisors LLC | 1,298 | $27.4 萬 | 0.21% | −4−0.3% | 減碼 |
| Enzi Wealth | 1,237 | $27.4 萬 | 0.11% | −51−4.0% | 減碼 |
| Park Circle Co | 1,300 | $27.4 萬 | 0.24% | 00.0% | 不變 |
| Vima LLC | 1,300 | $27.4 萬 | 0.56% | +1+0.1% | 加碼 |
| Act Wealth Management, LLC | 1,302 | $27.5 萬 | 0.12% | −278−17.6% | 減碼 |
| Plotkin Financial Advisors, LLC | 1,303 | $27.5 萬 | 0.16% | +100+8.3% | 加碼 |
| Manatuck Hill Partners, LLC | 1,305 | $27.5 萬 | 0.10% | 00.0% | 不變 |
| Dentgroup LLC | 1,308 | $27.6 萬 | 0.21% | +2+0.2% | 加碼 |
| Joseph P. Lucia & Associates, LLC | 1,310 | $27.6 萬 | 0.13% | 00.0% | 不變 |
| HBC Financial Services, PLLC | 1,237 | $27.7 萬 | 0.17% | +342+38.2% | 加碼 |
| Western Pacific Wealth Management, LP | 1,316 | $27.7 萬 | 0.18% | 00.0% | 不變 |
| Fortress Wealth Management, Inc. | 1,316 | $27.7 萬 | 0.14% | −15−1.1% | 減碼 |
| Sterling Manor Financial, LLC | 1,316 | $27.7 萬 | 0.19% | 00.0% | 不變 |
| Madrona Financial Services, LLC | 1,324 | $27.9 萬 | 0.08% | +34+2.6% | 加碼 |
| CBIZ Investment Advisory Services, LLC | 1,324 | $27.9 萬 | 0.01% | +154+13.2% | 加碼 |
| Pring Turner Capital Group Inc | 1,325 | $27.9 萬 | 0.18% | −115−8.0% | 減碼 |
| West Wealth Group, LLC | 1,327 | $28.0 萬 | 0.09% | +46+3.6% | 加碼 |
| Able Wealth Management LLC | 1,327 | $28.0 萬 | 0.21% | +301+29.3% | 加碼 |
| Intrepid Capital Management Inc | 1,328 | $28.0 萬 | 0.16% | +50+3.9% | 加碼 |
| Jag Capital Management, LLC | 1,334 | $28.1 萬 | 0.03% | −425−24.2% | 減碼 |
| Riggs Asset Managment Co. Inc. | 1,343 | $28.3 萬 | 0.08% | +32+2.4% | 加碼 |
| FinDec Wealth Services, Inc. | 1,343 | $28.3 萬 | 0.16% | +73+5.7% | 加碼 |
| Whitcomb & Hess, Inc. | 1,347 | $28.4 萬 | 0.08% | −105−7.2% | 減碼 |
| Cumberland Advisors Inc | 1,350 | $28.5 萬 | 0.11% | −160−10.6% | 減碼 |
| Veritas Investment Partners (UK) Ltd. | 1,360 | $28.7 萬 | 0.01% | +1,080+385.7% | 加碼 |
| Mountain Capital Investment Advisors, Inc | 1,199 | $28.7 萬 | 0.06% | −48−3.8% | 減碼 |
| Ascension Capital Advisors, Inc. | 1,363 | $28.7 萬 | 0.13% | 00.0% | 不變 |
| Lountzis Asset Management, LLC | 1,367 | $28.8 萬 | 0.12% | −48−3.4% | 減碼 |
| Halter Ferguson Financial Inc. | 1,370 | $28.9 萬 | 0.16% | +12+0.9% | 加碼 |
| Avondale Wealth Management | 1,375 | $29.0 萬 | 0.19% | 00.0% | 不變 |
| Acorns Advisers, LLC | 1,373 | $29.0 萬 | 0.00% | +202+17.3% | 加碼 |
| DDD Partners, LLC | 1,378 | $29.1 萬 | 0.03% | +361+35.5% | 加碼 |
| Towerpoint Wealth, LLC | 1,379 | $29.1 萬 | 0.14% | 00.0% | 不變 |
| Penobscot Wealth Management | 1,378 | $29.1 萬 | 0.16% | +373+37.1% | 加碼 |
| Adamsbrown Wealth Consultants LLC | 1,384 | $29.2 萬 | 0.10% | +25+1.8% | 加碼 |
| Sicart Associates LLC | 1,385 | $29.2 萬 | 0.10% | 00.0% | 不變 |
| Genesee Capital Advisors, LLC | 1,386 | $29.2 萬 | 0.14% | +1,386 | 新進 |
| USAdvisors Wealth Management, LLC | 1,392 | $29.3 萬 | 0.10% | −140−9.1% | 減碼 |
| PPS&V Asset Management Consultants, Inc. | 1,390 | $29.3 萬 | 0.20% | +1+0.1% | 加碼 |
| Sykon Capital LLC | 1,391 | $29.3 萬 | 0.10% | −430−23.6% | 減碼 |
| Cypress Financial Planning LLC | 1,392 | $29.4 萬 | 0.11% | +330+31.1% | 加碼 |
| Chelsea Counsel Co | 1,392 | $29.4 萬 | 0.14% | −700−33.5% | 減碼 |
| Mainsail Asset Management, LLC | 1,394 | $29.4 萬 | 0.22% | 00.0% | 不變 |
| CCG Wealth Management, LLC | 1,395 | $29.4 萬 | 0.16% | +137+10.9% | 加碼 |
| Oak Ridge Investments LLC | 1,396 | $29.4 萬 | 0.03% | +56+4.2% | 加碼 |
| Yoder Wealth Management, Inc. | 1,397 | $29.5 萬 | 0.18% | +28+2.0% | 加碼 |
| Sterling Investment Management, Inc. | 1,398 | $29.5 萬 | 0.22% | 00.0% | 不變 |
| Naples Money Management LLC | 1,400 | $29.5 萬 | 0.25% | +20+1.4% | 加碼 |
| Syverson Strege & Co | 1,401 | $29.5 萬 | 0.10% | −620−30.7% | 減碼 |
| Hill Island Financial LLC | 1,401 | $29.5 萬 | 0.09% | −257−15.5% | 減碼 |
| Wick Capital Partners, LLC | 1,405 | $29.6 萬 | 0.10% | −256−15.4% | 減碼 |
| Rather & Kittrell, Inc. | 1,408 | $29.7 萬 | 0.07% | +38+2.8% | 加碼 |
| Family Wealth Group, LLC | 1,410 | $29.7 萬 | 0.26% | +253+21.9% | 加碼 |
| Marshall Financial Group Inc | 1,419 | $29.9 萬 | 0.09% | −829−36.9% | 減碼 |
| Satovsky Asset Management LLC | 1,422 | $30.0 萬 | 0.07% | +260+22.4% | 加碼 |
| Dravo Bay LLC | 1,422 | $30.0 萬 | 0.15% | −24−1.7% | 減碼 |
| Kellett Schaffner Wealth Advisors LLC | 1,424 | $30.0 萬 | 0.21% | +155+12.2% | 加碼 |
| Annapolis Financial Services, LLC | 1,426 | $30.1 萬 | 0.09% | +17+1.2% | 加碼 |
| Essential Planning, LLC. | 1,431 | $30.2 萬 | 0.12% | +129+9.9% | 加碼 |
| Redwood Financial Network Corp | 1,432 | $30.2 萬 | 0.24% | +224+18.5% | 加碼 |
| Gibson Capital, LLC | 1,432 | $30.2 萬 | 0.06% | 00.0% | 不變 |
| Acas, LLC | 1,432 | $30.2 萬 | 0.25% | +103+7.8% | 加碼 |
| Valtinson Bruner Financial Planning LLC | 1,434 | $30.2 萬 | 0.11% | +111+8.4% | 加碼 |
| Sebold Capital Management, Inc. | 1,437 | $30.3 萬 | 0.20% | +11+0.8% | 加碼 |
| Advanced Portfolio Management, LLC | 1,440 | $30.4 萬 | 0.31% | −1,248−46.4% | 減碼 |
| New England Professional Planning Group Inc. | 1,441 | $30.4 萬 | 0.15% | 00.0% | 不變 |
| Clarus Wealth Advisors | 1,441 | $30.4 萬 | 0.15% | +23+1.6% | 加碼 |
| Cannon Financial Strategists, Inc. | 1,445 | $30.5 萬 | 0.05% | −218−13.1% | 減碼 |
| Nova R Wealth, Inc. | 1,449 | $30.5 萬 | 0.15% | +6+0.4% | 加碼 |
| AlphaMark Advisors, LLC | 1,455 | $30.7 萬 | 0.11% | −10−0.7% | 減碼 |
| Greenspring Advisors, LLC | 1,459 | $30.8 萬 | 0.07% | +394+37.0% | 加碼 |
| Waypoint Wealth Partners Inc. | 1,461 | $30.8 萬 | 0.08% | −1,610−52.4% | 減碼 |
| Covestor Ltd | 1,461 | $30.9 萬 | 0.19% | +177+13.8% | 加碼 |
| Cascade Wealth Advisors, Inc | 1,468 | $31.0 萬 | 0.22% | 00.0% | 不變 |
| Kraematon Investment Advisors, Inc | 1,482 | $31.3 萬 | 0.31% | −954−39.2% | 減碼 |
| Tuttle Tactical Management | 1,484 | $31.3 萬 | 1.70% | +192+14.9% | 加碼 |
| Cambridge Financial Group, LLC | 1,484 | $31.3 萬 | 0.13% | −35−2.3% | 減碼 |
| Paragon Financial Partners, Inc. | 1,485 | $31.3 萬 | 0.23% | +1+0.1% | 加碼 |
| LFA - Lugano Financial Advisors SA | 1,490 | $31.4 萬 | 0.21% | 00.0% | 不變 |
| Freestate Advisors LLC | 1,492 | $31.5 萬 | 0.33% | +1,492 | 新進 |
| Root Financial Partners, LLC | 1,493 | $31.5 萬 | 0.05% | +239+19.1% | 加碼 |
| Seelaus Asset Management LLC | 1,494 | $31.5 萬 | 0.29% | −50−3.2% | 減碼 |
| Seed Wealth Management, Inc. | 1,496 | $31.5 萬 | 0.25% | 00.0% | 不變 |