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 | 5,103 | $5,721 億 |
| 2025 年第 4 季 | 5,155 | $6,395 億 |
| 2025 年第 3 季 | 4,766 | $6,180 億 |
| 2025 年第 2 季 | 4,753 | $5,824 億 |
| 2025 年第 1 季 | 4,680 | $4,946 億 |
| 2024 年第 4 季 | 4,680 | $4,900 億 |
| 2024 年第 3 季 | 4,216 | $4,294 億 |
| 2024 年第 2 季 | 4,182 | $4,162 億 |
| 2024 年第 1 季 | 4,121 | $4,145 億 |
| 2023 年第 4 季 | 4,002 | $3,518 億 |
| 2023 年第 3 季 | 3,711 | $2,970 億 |
| 2023 年第 2 季 | 3,673 | $2,976 億 |
| 2023 年第 1 季 | 3,613 | $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 | 3,520 | $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 |
|---|---|---|---|---|---|
| Horizon Family Wealth, Inc. | 1,995 | $42.1 萬 | 0.30% | +10+0.5% | 加碼 |
| Shapiro Capital Management LLC | 2,000 | $42.2 萬 | 0.01% | −880−30.6% | 減碼 |
| Glaxis Capital Management, LLC | 2,000 | $42.2 萬 | 1.65% | 00.0% | 不變 |
| Burton Enright Welch | 2,000 | $42.2 萬 | 0.09% | 00.0% | 不變 |
| Foundation Wealth Management, LLC | 2,002 | $42.2 萬 | 0.32% | −95−4.5% | 減碼 |
| Jacobson & Schmitt Advisors, LLC | 2,015 | $42.5 萬 | 0.09% | −29−1.4% | 減碼 |
| Encompass Wealth Advisors, LLC | 2,017 | $42.5 萬 | 0.11% | +3+0.1% | 加碼 |
| NDVR, Inc. | 2,025 | $42.6 萬 | 0.44% | +100+5.2% | 加碼 |
| Kaizen Financial Strategies | 2,022 | $42.6 萬 | 0.25% | +3+0.1% | 加碼 |
| Smith & Howard Wealth Management, LLC | 2,023 | $42.7 萬 | 0.12% | 00.0% | 不變 |
| Acorn Financial Advisory Services Inc | 2,023 | $42.7 萬 | 0.08% | +30+1.5% | 加碼 |
| Von Berge Wealth Management Group, LLC | 1,727 | $42.7 萬 | 0.26% | −26−1.5% | 減碼 |
| Inspire Advisors, LLC | 2,024 | $42.7 萬 | 0.05% | +50+2.5% | 加碼 |
| Kercheville Advisors, LLC | 2,025 | $42.7 萬 | 0.18% | −45−2.2% | 減碼 |
| jvl associates llc | 2,026 | $42.7 萬 | 0.16% | +124+6.5% | 加碼 |
| Beirne Wealth Consulting Services, LLC | 2,027 | $42.7 萬 | 0.15% | 00.0% | 不變 |
| Ruedi Wealth Management, Inc. | 2,027 | $42.8 萬 | 0.15% | −54−2.6% | 減碼 |
| Triton Wealth Management, PLLC | 2,065 | $42.8 萬 | 0.24% | 00.0% | 不變 |
| Bensler, LLC | 2,029 | $42.8 萬 | 0.05% | +644+46.5% | 加碼 |
| Freedom Day Solutions, LLC | 2,035 | $42.9 萬 | 0.13% | −11−0.5% | 減碼 |
| First Pacific Financial | 2,041 | $43.0 萬 | 0.10% | +1,000+96.1% | 加碼 |
| Nan Shan Life Insurance Co., Ltd. | 2,048 | $43.2 萬 | 0.01% | −23,539−92.0% | 減碼 |
| Exeter Financial, LLC | 2,049 | $43.2 萬 | 0.19% | −82−3.8% | 減碼 |
| Southern Capital Advisors, LLC | 2,051 | $43.3 萬 | 0.24% | +676+49.2% | 加碼 |
| Prospect Financial Services LLC | 2,052 | $43.3 萬 | 0.27% | −171−7.7% | 減碼 |
| McClarren Financial Advisors, Inc. | 1,082 | $43.3 萬 | 0.49% | −333−23.5% | 減碼 |
| Lewis Asset Management, LLC | 2,058 | $43.4 萬 | 0.32% | +155+8.1% | 加碼 |
| BlueChip Wealth Advisors LLC | 2,062 | $43.5 萬 | 0.23% | −37−1.8% | 減碼 |
| Albert D Mason Inc | 2,062 | $43.5 萬 | 0.28% | −164−7.4% | 減碼 |
| Stonehage Fleming Financial Services Holdings Ltd | 2,062 | $43.5 萬 | 0.01% | 00.0% | 不變 |
| Blue Investment Partners LLC | 2,062 | $43.5 萬 | 0.18% | +619+42.9% | 加碼 |
| Barings LLC | 2,067 | $43.6 萬 | 0.01% | +559+37.1% | 加碼 |
| Riverview Capital Advisers, LLC | 2,071 | $43.7 萬 | 0.13% | 00.0% | 不變 |
| Capital Planning LLC | 2,081 | $43.9 萬 | 0.12% | +351+20.3% | 加碼 |
| Richwood Investment Advisors, LLC | 2,083 | $43.9 萬 | 0.36% | −125−5.7% | 減碼 |
| Squire Investment Management Company, LLC | 2,089 | $44.0 萬 | 0.21% | −17−0.8% | 減碼 |
| Sprinkle Financial Consultants LLC | 2,089 | $44.1 萬 | 0.31% | +2+0.1% | 加碼 |
| Black Point Wealth Management | 2,094 | $44.2 萬 | 0.51% | −194−8.5% | 減碼 |
| Compton Financial Group, LLC | 2,098 | $44.2 萬 | 0.13% | 00.0% | 不變 |
| Darwin Advisors, LLC | 2,100 | $44.3 萬 | 0.12% | −67−3.1% | 減碼 |
| Broderick Brian C | 2,110 | $44.5 萬 | 0.09% | 00.0% | 不變 |
| New World Advisors LLC | 2,122 | $44.7 萬 | 0.12% | +10.0% | 加碼 |
| Mascoma Wealth Management LLC | 2,123 | $44.8 萬 | 0.11% | 00.0% | 不變 |
| Twin Peaks Wealth Advisors, LLC | 2,124 | $44.8 萬 | 0.21% | +215+11.3% | 加碼 |
| Tower Wealth Partners, Inc. | 2,131 | $44.9 萬 | 0.26% | −11−0.5% | 減碼 |
| Power Wealth Management LLC | 2,140 | $45.1 萬 | 0.19% | +541+33.8% | 加碼 |
| Capula Management Ltd | 2,147 | $45.3 萬 | 0.01% | +1,888+729.0% | 加碼 |
| Oxbow Advisors, LLC | 2,149 | $45.3 萬 | 0.04% | +70+3.4% | 加碼 |
| Mindset Wealth Management, LLC | 2,154 | $45.4 萬 | 0.19% | +2,154 | 新進 |
| ORG Wealth Partners, LLC | 2,155 | $45.5 萬 | 0.15% | +2,155 | 新進 |
| Rooted Wealth Advisors, Inc. | 2,159 | $45.5 萬 | 0.20% | +1,187+122.1% | 加碼 |
| Intrinsic Value Partners, LLC | 2,162 | $45.6 萬 | 0.46% | −95−4.2% | 減碼 |
| Capital Market Strategies LLC | 2,163 | $45.6 萬 | 0.27% | +13+0.6% | 加碼 |
| Oxinas Partners Wealth Management LLC | 2,165 | $45.7 萬 | 0.28% | +444+25.8% | 加碼 |
| Builder Investment Group Inc | 2,170 | $45.8 萬 | 0.12% | −21−1.0% | 減碼 |
| Forum Private Client Group LLC | 2,179 | $45.9 萬 | 0.20% | −4−0.2% | 減碼 |
| Beacon Bridge Wealth Partners, LLC | 2,191 | $46.2 萬 | 0.20% | 00.0% | 不變 |
| Garner Asset Management Corp | 2,196 | $46.3 萬 | 0.21% | +2+0.1% | 加碼 |
| Fermata Advisors, LLC | 2,196 | $46.3 萬 | 0.09% | +150+7.3% | 加碼 |
| Lansing Street Advisors | 2,196 | $46.3 萬 | 0.17% | +84+4.0% | 加碼 |
| Cultivar Capital, Inc. | 2,200 | $46.4 萬 | 0.38% | 00.0% | 不變 |
| Knuff & Co LLC | 2,202 | $46.4 萬 | 0.14% | 00.0% | 不變 |
| Sepio Capital, LP | 2,206 | $46.5 萬 | 0.04% | +49+2.3% | 加碼 |
| O'Neil Global Advisors, Inc. | 2,210 | $46.6 萬 | 0.12% | +710+47.3% | 加碼 |
| Summit Wealth Group, LLC | 2,214 | $46.7 萬 | 0.13% | 00.0% | 不變 |
| Sensible Money, LLC | 2,220 | $46.8 萬 | 0.20% | +10+0.5% | 加碼 |
| RPS Advisory Solutions LLC | 2,220 | $46.8 萬 | 0.34% | −46−2.0% | 減碼 |
| FSA Wealth Management LLC | 2,221 | $46.8 萬 | 0.19% | +2,221 | 新進 |
| McNamara Financial Services, Inc. | 2,232 | $47.1 萬 | 0.09% | +2,232 | 新進 |
| Wallace Capital Management Inc. | 2,233 | $47.1 萬 | 0.06% | +102+4.8% | 加碼 |
| Granite FO LLC | 2,238 | $47.2 萬 | 0.27% | 00.0% | 不變 |
| Plum Street Advisors, LLC | 2,247 | $47.4 萬 | 0.24% | +2,247 | 新進 |
| C M Bidwell & Associates Ltd | 2,249 | $47.4 萬 | 0.29% | −23−1.0% | 減碼 |
| Clark Asset Management, LLC | 2,251 | $47.5 萬 | 0.10% | +621+38.1% | 加碼 |
| Kraft, Davis & Associates, LLC | 2,137 | $47.5 萬 | 0.14% | −11−0.5% | 減碼 |
| Clay Northam Wealth Management, LLC | 2,257 | $47.6 萬 | 0.33% | 00.0% | 不變 |
| Waterford Advisors, LLC | 2,257 | $47.6 萬 | 0.24% | 00.0% | 不變 |
| Greenfield Seitz Capital Management, LLC | 2,261 | $47.7 萬 | 0.17% | 00.0% | 不變 |
| S&T Bank | 2,275 | $48.0 萬 | 0.13% | −45−1.9% | 減碼 |
| Banco BTG Pactual S.A. | 2,278 | $48.0 萬 | 0.12% | −14,369−86.3% | 減碼 |
| TCP Asset Management, LLC | 2,280 | $48.1 萬 | 0.11% | +161+7.6% | 加碼 |
| Vertex Planning Partners, LLC | 2,280 | $48.1 萬 | 0.11% | +10.0% | 加碼 |
| Trust Co of Oklahoma | 2,281 | $48.1 萬 | 0.16% | −37−1.6% | 減碼 |
| Client 1st Advisory Group, LLC | 2,282 | $48.1 萬 | 0.19% | +632+38.3% | 加碼 |
| Pitti Group Wealth Management, LLC | 2,837 | $48.3 萬 | 0.53% | 00.0% | 不變 |
| Clear Street Markets LLC | 2,300 | $48.5 萬 | 0.31% | +1,100+91.7% | 加碼 |
| Kinloch Capital, LLC | 2,302 | $48.5 萬 | 0.24% | +34+1.5% | 加碼 |
| Ontario Teachers Pension Plan Board | 2,314 | $48.8 萬 | 0.00% | 00.0% | 不變 |
| Truepoint, Inc. | 2,314 | $48.8 萬 | 0.01% | +1,310+130.5% | 加碼 |
| Tacita Capital Inc | 2,332 | $49.2 萬 | 0.32% | 00.0% | 不變 |
| Tamar Securities, LLC | 2,341 | $49.4 萬 | 0.07% | −31−1.3% | 減碼 |
| Wilson & Boucher Capital Management, LLC | 2,341 | $49.4 萬 | 0.34% | 00.0% | 不變 |
| Planned Solutions, Inc. | 2,343 | $49.4 萬 | 0.20% | 00.0% | 不變 |
| Axiom Financial Strategies, LLC | 2,345 | $49.4 萬 | 0.26% | +2,345 | 新進 |
| Selective Wealth Management, Inc. | 2,347 | $49.5 萬 | 0.21% | −502−17.6% | 減碼 |
| Gimbal Financial | 2,200 | $49.5 萬 | 0.32% | +32+1.5% | 加碼 |
| Legacy Financial Group, Inc. | 2,231 | $49.5 萬 | 0.17% | +673+43.2% | 加碼 |
| Insight Wealth Partners, LLC | 2,362 | $49.8 萬 | 0.30% | +391+19.8% | 加碼 |
| XTX Topco Ltd | 2,364 | $49.8 萬 | 0.04% | −2,487−51.3% | 減碼 |
| NovaPoint Capital, LLC | 2,369 | $49.9 萬 | 0.15% | −137−5.5% | 減碼 |