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 |
|---|---|---|---|---|---|
| Signaturefd, LLC | 73,867 | $1,558 萬 | 0.30% | −878−1.2% | 減碼 |
| Iowa State Bank | 73,349 | $1,547 萬 | 3.18% | −3,511−4.6% | 減碼 |
| Diversified Trust Co | 73,323 | $1,546 萬 | 0.39% | +1,967+2.8% | 加碼 |
| Argent Financial Group, Inc. | 73,248 | $1,545 萬 | 1.83% | +73,248 | 新進 |
| Ritholtz Wealth Management | 73,147 | $1,542 萬 | 0.46% | +852+1.2% | 加碼 |
| Principal Securities, Inc. | 73,045 | $1,540 萬 | 0.37% | +5,685+8.4% | 加碼 |
| Cohen Klingenstein LLC | 72,700 | $1,533 萬 | 0.53% | 00.0% | 不變 |
| Winslow Asset Management Inc | 72,644 | $1,532 萬 | 2.83% | −498−0.7% | 減碼 |
| Northwest & Ethical Investments L.P. | 72,579 | $1,530 萬 | 0.40% | −8,370−10.3% | 減碼 |
| Allied Investment Advisors, LLC | 72,423 | $1,527 萬 | 3.02% | −301−0.4% | 減碼 |
| 1st Source Bank | 72,334 | $1,525 萬 | 0.86% | −357−0.5% | 減碼 |
| Caldwell Trust Co | 72,304 | $1,525 萬 | 1.60% | −1,084−1.5% | 減碼 |
| SlateStone Wealth, LLC | 71,876 | $1,516 萬 | 1.36% | +25,031+53.4% | 加碼 |
| JB Capital LLC | 71,838 | $1,515 萬 | 0.87% | +1,046+1.5% | 加碼 |
| Global Retirement Partners, LLC | 71,767 | $1,513 萬 | 0.46% | −910−1.3% | 減碼 |
| Hollencrest Capital Management | 71,675 | $1,511 萬 | 0.62% | +311+0.4% | 加碼 |
| Gotham Asset Management, LLC | 71,662 | $1,511 萬 | 0.16% | +11,465+19.0% | 加碼 |
| Strategy Asset Managers LLC | 71,330 | $1,504 萬 | 2.89% | −7,837−9.9% | 減碼 |
| ING Groep NV | 71,273 | $1,503 萬 | 0.09% | −203,982−74.1% | 減碼 |
| Sigma Planning Corp | 70,994 | $1,497 萬 | 0.46% | −349−0.5% | 減碼 |
| Woodstock Corp | 70,991 | $1,497 萬 | 1.44% | −108−0.2% | 減碼 |
| Essex Financial Services, Inc. | 66,592 | $1,492 萬 | 1.07% | −7,115−9.7% | 減碼 |
| Cypress Capital Group | 70,764 | $1,492 萬 | 1.68% | +486+0.7% | 加碼 |
| PFG Investments, LLC | 70,111 | $1,478 萬 | 0.95% | +733+1.1% | 加碼 |
| Legacy Private Trust Co. | 69,957 | $1,475 萬 | 0.99% | −638−0.9% | 減碼 |
| Leith Wheeler Investment Counsel Ltd. | 69,803 | $1,472 萬 | 1.03% | +26,696+61.9% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 69,726 | $1,470 萬 | 1.23% | +5,883+9.2% | 加碼 |
| Clarity Financial LLC | 69,365 | $1,463 萬 | 1.72% | +62,868+967.6% | 加碼 |
| Cyndeo Wealth Partners, LLC | 69,162 | $1,458 萬 | 1.02% | −1,003−1.4% | 減碼 |
| Eagle Ridge Investment Management | 69,153 | $1,458 萬 | 1.28% | −330.0% | 減碼 |
| Spinnaker Trust | 69,011 | $1,455 萬 | 0.90% | −2,045−2.9% | 減碼 |
| Connors Investor Services Inc | 69,111 | $1,455 萬 | 1.41% | −2,814−3.9% | 減碼 |
| Artemis Investment Management LLP | 68,791 | $1,451 萬 | 0.22% | −1,137−1.6% | 減碼 |
| One Capital Management, LLC | 68,748 | $1,450 萬 | 0.46% | +975+1.4% | 加碼 |
| Avitas Wealth Management LLC | 68,742 | $1,449 萬 | 2.04% | +807+1.2% | 加碼 |
| Eagle Rock Investment Company, LLC | 68,521 | $1,445 萬 | 2.42% | −3,434−4.8% | 減碼 |
| Pettyjohn, Wood & White, Inc | 68,416 | $1,443 萬 | 2.66% | −1,135−1.6% | 減碼 |
| Merit Financial Group, LLC | 68,365 | $1,442 萬 | 0.32% | −13,701−16.7% | 減碼 |
| Woodley Farra Manion Portfolio Management Inc | 68,300 | $1,440 萬 | 0.73% | −406−0.6% | 減碼 |
| Journey Advisory Group, LLC | 71,177 | $1,440 萬 | 1.72% | −252−0.4% | 減碼 |
| Steel Peak Wealth Management LLC | 68,264 | $1,439 萬 | 0.64% | −714−1.0% | 減碼 |
| Bank of Nova Scotia Trust Co | 68,135 | $1,437 萬 | 1.46% | −1,455−2.1% | 減碼 |
| Buffington Mohr McNeal | 67,908 | $1,432 萬 | 2.36% | +943+1.4% | 加碼 |
| Westpac Banking Corp | 67,687 | $1,427 萬 | 0.96% | +3,410+5.3% | 加碼 |
| IHT Wealth Management, LLC | 67,797 | $1,426 萬 | 0.40% | +13,809+25.6% | 加碼 |
| Griffin Asset Management, Inc. | 67,505 | $1,423 萬 | 1.59% | +63+0.1% | 加碼 |
| Vantage Investment Partners, LLC | 67,501 | $1,423 萬 | 1.20% | −2,800−4.0% | 減碼 |
| Valicenti Advisory Services Inc | 67,140 | $1,416 萬 | 3.64% | −5,223−7.2% | 減碼 |
| Naples Global Advisors, LLC | 67,115 | $1,415 萬 | 1.32% | +110.0% | 加碼 |
| Camden National Bank | 67,048 | $1,414 萬 | 2.03% | −2,187−3.2% | 減碼 |
| Barbara Oil Co. | 67,000 | $1,413 萬 | 5.77% | 00.0% | 不變 |
| K.J. Harrison & Partners Inc | 63,301 | $1,412 萬 | 2.13% | +16,000+33.8% | 加碼 |
| Ossiam | 66,847 | $1,410 萬 | 0.27% | −3,780−5.4% | 減碼 |
| Haverford Financial Services, Inc. | 66,846 | $1,410 萬 | 4.03% | −70.0% | 減碼 |
| Meeder Advisory Services, Inc. | 66,777 | $1,408 萬 | 0.91% | −631−0.9% | 減碼 |
| Schnieders Capital Management LLC | 66,680 | $1,406 萬 | 2.68% | −3,987−5.6% | 減碼 |
| SFE Investment Counsel | 66,599 | $1,404 萬 | 2.93% | −1,029−1.5% | 減碼 |
| L & S Advisors Inc | 66,573 | $1,404 萬 | 1.47% | +17,932+36.9% | 加碼 |
| Miracle Mile Advisors, LLC | 66,517 | $1,403 萬 | 0.32% | +2,241+3.5% | 加碼 |
| Wellington Shields Capital Management, LLC | 66,500 | $1,402 萬 | 2.44% | −80.0% | 減碼 |
| Country Club Bank | 66,530 | $1,400 萬 | 0.94% | −1,903−2.8% | 減碼 |
| Shell Asset Management Co | 65,985 | $1,391 萬 | 0.61% | +65,985 | 新進 |
| JCIC Asset Management Inc. | 65,916 | $1,390 萬 | 5.70% | +485+0.7% | 加碼 |
| Matthew 25 Management Corp | 65,750 | $1,386 萬 | 4.66% | −4,250−6.1% | 減碼 |
| Twin Capital Management Inc | 65,556 | $1,382 萬 | 1.56% | −3,211−4.7% | 減碼 |
| Parallax Volatility Advisers, L.P. | 65,363 | $1,378 萬 | 0.36% | −88,179−57.4% | 減碼 |
| Simmons Bank | 65,116 | $1,373 萬 | 0.99% | −190−0.3% | 減碼 |
| Bright Rock Capital Management, LLC | 65,000 | $1,371 萬 | 2.76% | −20,000−23.5% | 減碼 |
| Red Door Wealth Management, LLC | 64,894 | $1,368 萬 | 2.28% | +2,823+4.5% | 加碼 |
| Teamwork Financial Advisors, LLC | 64,856 | $1,368 萬 | 1.90% | −753−1.1% | 減碼 |
| Greenwood Gearhart Inc | 64,847 | $1,367 萬 | 1.14% | −16,116−19.9% | 減碼 |
| Wells Trecaso Financial Group, LLC | 64,619 | $1,363 萬 | 4.48% | −288−0.4% | 減碼 |
| BKD Wealth Advisors, LLC | 64,209 | $1,354 萬 | 0.31% | −3,496−5.2% | 減碼 |
| Stratos Wealth Advisors, LLC | 64,049 | $1,351 萬 | 0.62% | +513+0.8% | 加碼 |
| River Wealth Advisors LLC | 64,003 | $1,350 萬 | 1.80% | +1,077+1.7% | 加碼 |
| Ar Asset Management Inc | 63,931 | $1,348 萬 | 3.00% | 00.0% | 不變 |
| Johnson Financial Group, Inc. | 63,902 | $1,347 萬 | 0.62% | +2,867+4.7% | 加碼 |
| Buckley Wealth Management, LLC | 63,834 | $1,346 萬 | 4.15% | −668−1.0% | 減碼 |
| Brevan Howard Capital Management LP | 63,812 | $1,346 萬 | 0.65% | −19,933−23.8% | 減碼 |
| Princeton Global Asset Management LLC | 63,794 | $1,345 萬 | 2.62% | +2,258+3.7% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 63,751 | $1,344 萬 | 1.10% | +7,624+13.6% | 加碼 |
| Fagan Associates, Inc. | 63,672 | $1,343 萬 | 2.26% | +722+1.1% | 加碼 |
| David Loasby | 65,417 | $1,343 萬 | 1.27% | +444+0.7% | 加碼 |
| Radnor Capital Management, LLC | 63,551 | $1,340 萬 | 1.99% | +4,910+8.4% | 加碼 |
| First National Advisers, LLC | 63,245 | $1,334 萬 | 2.13% | +1,168+1.9% | 加碼 |
| Nations Financial Group Inc, | 61,962 | $1,307 萬 | 0.95% | +3,148+5.4% | 加碼 |
| WealthBridge Investment Counsel Inc. | 61,936 | $1,306 萬 | 4.64% | −725−1.2% | 減碼 |
| Mitchell Capital Management Co | 61,849 | $1,304 萬 | 2.28% | +546+0.9% | 加碼 |
| J. Safra Sarasin Holding AG | 61,819 | $1,302 萬 | 0.23% | +41,796+208.7% | 加碼 |
| Carmel Capital Management L.L.C. | 61,657 | $1,300 萬 | 4.88% | −836−1.3% | 減碼 |
| Pettee Investors, Inc. | 61,581 | $1,298 萬 | 6.32% | 00.0% | 不變 |
| Foster & Motley Inc | 61,260 | $1,292 萬 | 0.82% | −1,529−2.4% | 減碼 |
| Roundview Capital LLC | 61,171 | $1,290 萬 | 0.93% | +1,757+3.0% | 加碼 |
| NJ State Employees Deferred Compensation Plan | 61,000 | $1,286 萬 | 1.53% | 00.0% | 不變 |
| Cypress Asset Management Inc | 60,903 | $1,284 萬 | 3.20% | +1,095+1.8% | 加碼 |
| Moneta Group Investment Advisors LLC | 60,900 | $1,284 萬 | 0.19% | +1,337+2.2% | 加碼 |
| Invictus Private Wealth, LLC | 60,660 | $1,279 萬 | 1.01% | −998−1.6% | 減碼 |
| Zuckerman Investment Group, LLC | 60,573 | $1,277 萬 | 1.31% | +100+0.2% | 加碼 |
| Cornerstone Wealth Group, LLC | 60,444 | $1,275 萬 | 1.06% | +798+1.3% | 加碼 |
| Community Bank of Raymore | 60,407 | $1,274 萬 | 9.62% | −1,281−2.1% | 減碼 |