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 |
|---|---|---|---|---|---|
| Willis Investment Counsel | 60,400 | $1,274 萬 | 0.83% | −19,780−24.7% | 減碼 |
| Visionary Wealth Advisors | 60,284 | $1,271 萬 | 0.77% | −2,910−4.6% | 減碼 |
| Laurel Wealth Advisors LLC | 60,121 | $1,268 萬 | 2.04% | −126−0.2% | 減碼 |
| Quest Investment Management LLC | 60,057 | $1,266 萬 | 1.48% | +52,501+694.8% | 加碼 |
| Constitution Capital LLC | 60,047 | $1,266 萬 | 6.76% | +2,498+4.3% | 加碼 |
| Stolper Co | 59,994 | $1,265 萬 | 4.14% | −418−0.7% | 減碼 |
| Locust Wood Capital Advisers, LLC | 59,900 | $1,263 萬 | 0.44% | −1,846−3.0% | 減碼 |
| Chicago Capital, LLC | 59,530 | $1,255 萬 | 0.35% | +316+0.5% | 加碼 |
| Hills Bank & Trust Co | 59,471 | $1,254 萬 | 0.95% | −1,327−2.2% | 減碼 |
| Kingswood Wealth Advisors, LLC | 59,360 | $1,252 萬 | 0.89% | +13,959+30.7% | 加碼 |
| Royal Fund Management, LLC | 58,917 | $1,250 萬 | 0.88% | −1,463−2.4% | 減碼 |
| Dorchester Wealth Management Co | 59,301 | $1,250 萬 | 2.28% | +126+0.2% | 加碼 |
| Ascent Group, LLC | 59,127 | $1,247 萬 | 0.94% | +7,615+14.8% | 加碼 |
| Greystone Financial Group, LLC | 59,039 | $1,245 萬 | 2.22% | +975+1.7% | 加碼 |
| Harbor Capital Advisors, Inc. | 58,861 | $1,241 萬 | 0.54% | +579+1.0% | 加碼 |
| Geneos Wealth Management Inc. | 58,729 | $1,238 萬 | 0.47% | +7,712+15.1% | 加碼 |
| Bank of Hawaii | 58,663 | $1,237 萬 | 0.52% | +296+0.5% | 加碼 |
| Knights of Columbus Asset Advisors LLC | 58,601 | $1,236 萬 | 0.82% | +10,706+22.4% | 加碼 |
| Equitable Trust Co | 58,568 | $1,235 萬 | 0.79% | +1,598+2.8% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 58,248 | $1,228 萬 | 0.85% | −134−0.2% | 減碼 |
| Punch & Associates Investment Management, Inc. | 58,130 | $1,226 萬 | 0.68% | −13,426−18.8% | 減碼 |
| New England Asset Management Inc | 58,120 | $1,226 萬 | 1.91% | −245−0.4% | 減碼 |
| Close Asset Management Ltd | 58,116 | $1,225 萬 | 0.38% | +4,487+8.4% | 加碼 |
| Nwi Management LP | 58,000 | $1,223 萬 | 1.46% | −2,000−3.3% | 減碼 |
| GFS Advisors, LLC | 57,993 | $1,223 萬 | 2.60% | +24,399+72.6% | 加碼 |
| Lynch & Associates | 57,970 | $1,222 萬 | 2.58% | −140−0.2% | 減碼 |
| Meridian Wealth Advisors, LLC | 57,715 | $1,217 萬 | 2.04% | +1,483+2.6% | 加碼 |
| Consolidated Planning Corp | 57,612 | $1,215 萬 | 1.81% | +2,095+3.8% | 加碼 |
| Dividend Assets Capital, LLC | 57,518 | $1,213 萬 | 2.32% | +3,143+5.8% | 加碼 |
| Cardinal Capital Management | 57,491 | $1,212 萬 | 1.89% | +121+0.2% | 加碼 |
| Cyrus J. Lawrence, LLC | 57,460 | $1,212 萬 | 2.38% | +437+0.8% | 加碼 |
| Venator Management LLC | 57,450 | $1,211 萬 | 3.51% | −1,295−2.2% | 減碼 |
| Mengis Capital Management, Inc. | 57,354 | $1,209 萬 | 2.38% | −366−0.6% | 減碼 |
| Rocky Mountain Advisers, LLC | 57,240 | $1,207 萬 | 3.66% | 00.0% | 不變 |
| Spectrum Wealth Counsel, LLC | 57,199 | $1,206 萬 | 1.42% | −1,256−2.1% | 減碼 |
| Independent Investors Inc | 56,934 | $1,201 萬 | 2.43% | 00.0% | 不變 |
| Shorepoint Capital Partners LLC | 56,656 | $1,195 萬 | 2.72% | −3,379−5.6% | 減碼 |
| Capital Analysts, LLC | 56,654 | $1,195 萬 | 0.49% | +2,150+3.9% | 加碼 |
| BancorpSouth Bank | 56,472 | $1,191 萬 | 0.82% | −1,896−3.2% | 減碼 |
| Plato Investment Management Ltd | 56,484 | $1,190 萬 | 0.97% | +325+0.6% | 加碼 |
| M&R Capital Management Inc | 56,369 | $1,189 萬 | 2.62% | +70+0.1% | 加碼 |
| Harrell Investment Partners, LLC | 56,302 | $1,187 萬 | 3.36% | −1,943−3.3% | 減碼 |
| Sigma Investment Counselors Inc | 56,254 | $1,186 萬 | 0.70% | −203−0.4% | 減碼 |
| Next Level Private LLC | 56,203 | $1,185 萬 | 4.86% | +67+0.1% | 加碼 |
| Clough Capital Partners L P | 56,200 | $1,185 萬 | 1.21% | 00.0% | 不變 |
| Hoertkorn Richard Charles | 56,182 | $1,185 萬 | 5.11% | −982−1.7% | 減碼 |
| Boyar Asset Management Inc. | 55,946 | $1,180 萬 | 7.60% | −98−0.2% | 減碼 |
| Frank, Rimerman Advisors LLC | 55,707 | $1,175 萬 | 0.83% | +192+0.3% | 加碼 |
| Vestcor Inc | 55,563 | $1,172 萬 | 0.37% | 00.0% | 不變 |
| J.W. Cole Advisors, Inc. | 55,560 | $1,172 萬 | 0.49% | +5,213+10.4% | 加碼 |
| Chemung Canal Trust Co | 55,423 | $1,169 萬 | 2.36% | −9,207−14.2% | 減碼 |
| Walleye Capital LLC | 55,346 | $1,167 萬 | 0.12% | +54,796+9,962.9% | 加碼 |
| NorthRock Partners, LLC | 58,765 | $1,161 萬 | 0.38% | +105+0.2% | 加碼 |
| Meritage Portfolio Management | 54,980 | $1,159 萬 | 0.71% | −1,064−1.9% | 減碼 |
| Fulton Bank, N.A. | 54,817 | $1,156 萬 | 0.44% | −1,419−2.5% | 減碼 |
| Atomi Financial Group, Inc. | 54,816 | $1,156 萬 | 0.72% | +3,001+5.8% | 加碼 |
| Executive Wealth Management, LLC | 54,731 | $1,154 萬 | 0.91% | −180−0.3% | 減碼 |
| Harbor Investment Advisory, LLC | 68,512 | $1,154 萬 | 1.14% | +202+0.3% | 加碼 |
| Soros Fund Management LLC大師索羅斯基金管理 | 54,600 | $1,151 萬 | 0.23% | 00.0% | 不變 |
| Mirador Capital Partners LP | 54,519 | $1,150 萬 | 2.07% | +669+1.2% | 加碼 |
| Pittenger & Anderson Inc | 54,313 | $1,145 萬 | 0.43% | +538+1.0% | 加碼 |
| Capstone Financial Advisors, Inc. | 54,228 | $1,143 萬 | 0.70% | +1,035+1.9% | 加碼 |
| Wealthcare Advisory Partners LLC | 54,217 | $1,143 萬 | 0.33% | −956−1.7% | 減碼 |
| Hartford Financial Management Inc. | 54,185 | $1,143 萬 | 2.34% | +54+0.1% | 加碼 |
| Family Capital Trust Co | 54,124 | $1,141 萬 | 3.67% | −209−0.4% | 減碼 |
| EagleClaw Capital Managment, LLC | 54,060 | $1,140 萬 | 1.91% | −1,282−2.3% | 減碼 |
| AMG National Trust Bank | 53,983 | $1,138 萬 | 0.31% | −14,874−21.6% | 減碼 |
| Douglass Winthrop Advisors, LLC | 53,950 | $1,138 萬 | 0.22% | +4,348+8.8% | 加碼 |
| Inlet Private Wealth, LLC | 53,614 | $1,131 萬 | 2.87% | −175−0.3% | 減碼 |
| Thompson Investment Management, Inc. | 53,567 | $1,130 萬 | 1.61% | −1,865−3.4% | 減碼 |
| Picton Mahoney Asset Management | 53,514 | $1,128 萬 | 0.44% | −26,988−33.5% | 減碼 |
| Laffer Tengler Investments | 53,477 | $1,128 萬 | 2.28% | −27−0.1% | 減碼 |
| Trueblood Wealth Management, LLC | 53,433 | $1,127 萬 | 5.66% | −1,050−1.9% | 減碼 |
| NBW Capital LLC | 53,258 | $1,123 萬 | 2.12% | +1,194+2.3% | 加碼 |
| Live Oak Private Wealth LLC | 53,216 | $1,122 萬 | 1.82% | −9,050−14.5% | 減碼 |
| Xcel Wealth Management, LLC | 53,193 | $1,122 萬 | 3.28% | −2,232−4.0% | 減碼 |
| SevenBridge Financial Group, LLC | 46,797 | $1,120 萬 | 2.16% | +1,429+3.1% | 加碼 |
| Barometer Capital Management Inc. | 53,347 | $1,118 萬 | 3.22% | +2,442+4.8% | 加碼 |
| Jamison Private Wealth Management, Inc. | 53,005 | $1,118 萬 | 1.70% | +1,728+3.4% | 加碼 |
| Two Sigma Securities, LLC | 52,952 | $1,117 萬 | 0.88% | +37,748+248.3% | 加碼 |
| Addenda Capital Inc. | 52,541 | $1,108 萬 | 0.40% | +210.0% | 加碼 |
| Goelzer Investment Management, Inc. | 52,466 | $1,106 萬 | 0.61% | −124−0.2% | 減碼 |
| Richard C. Young & CO., LTD. | 52,349 | $1,104 萬 | 1.21% | +1,960+3.9% | 加碼 |
| PEAK6 Investments LLC | 52,244 | $1,102 萬 | 0.55% | +52,241+1,741,366.7% | 加碼 |
| Strategic Wealth Partners, Ltd. | 52,186 | $1,100 萬 | 1.06% | +3,064+6.2% | 加碼 |
| KG&L Capital Management,LLC | 52,480 | $1,099 萬 | 3.54% | +728+1.4% | 加碼 |
| Miramar Capital, LLC | 52,074 | $1,098 萬 | 2.56% | −463−0.9% | 減碼 |
| Profund Advisors LLC | 52,029 | $1,097 萬 | 0.42% | +5,529+11.9% | 加碼 |
| Texas Capital Bank Wealth Management Services Inc | 52,029 | $1,097 萬 | 1.08% | +3,208+6.6% | 加碼 |
| AlphaCore Capital LLC | 52,002 | $1,097 萬 | 2.48% | +1,607+3.2% | 加碼 |
| Baker Ellis Asset Management LLC | 51,982 | $1,096 萬 | 1.55% | −780−1.5% | 減碼 |
| Western Wealth Management, LLC | 51,927 | $1,095 萬 | 0.62% | +18,839+56.9% | 加碼 |
| Baldwin Investment Management, LLC | 51,922 | $1,095 萬 | 1.37% | −860−1.6% | 減碼 |
| Colonial Trust Co | 51,860 | $1,094 萬 | 1.69% | +4,614+9.8% | 加碼 |
| Atlanta Consulting Group Advisors, LLC | 51,779 | $1,092 萬 | 2.71% | +649+1.3% | 加碼 |
| Avantax Planning Partners, Inc. | 51,772 | $1,092 萬 | 0.39% | −17,943−25.7% | 減碼 |
| Lakeview Capital Partners, LLC | 51,585 | $1,088 萬 | 1.73% | −8,172−13.7% | 減碼 |
| Independence Bank of Kentucky | 51,342 | $1,083 萬 | 2.33% | +4,121+8.7% | 加碼 |
| Apriem Advisors | 51,269 | $1,081 萬 | 1.26% | −839−1.6% | 減碼 |
| Annex Advisory Services, LLC | 51,214 | $1,080 萬 | 0.35% | −57,588−52.9% | 減碼 |