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 |
|---|---|---|---|---|---|
| Vise Technologies, Inc. | 51,102 | $1,078 萬 | 1.37% | +11,248+28.2% | 加碼 |
| Ascent Wealth Partners, LLC | 51,029 | $1,076 萬 | 1.50% | −611−1.2% | 減碼 |
| Rench Wealth Management, Inc. | 50,975 | $1,075 萬 | 3.69% | −408−0.8% | 減碼 |
| Fulcrum Capital LLC | 50,939 | $1,074 萬 | 2.34% | −914−1.8% | 減碼 |
| Mitchell Sinkler & Starr | 50,726 | $1,070 萬 | 2.69% | −5,247−9.4% | 減碼 |
| HTLF Bank | 50,712 | $1,069 萬 | 1.16% | −2,495−4.7% | 減碼 |
| Cutler Investment Counsel LLC | 50,653 | $1,068 萬 | 1.35% | −1,623−3.1% | 減碼 |
| Centiva Capital, LP | 50,637 | $1,068 萬 | 0.48% | +11,070+28.0% | 加碼 |
| Intact Investment Management Inc. | 50,600 | $1,067 萬 | 0.35% | +3,300+7.0% | 加碼 |
| Brown Shipley& Co Ltd | 50,578 | $1,066 萬 | 5.24% | −4,919−8.9% | 減碼 |
| Marietta Wealth Management, LLC | 50,301 | $1,061 萬 | 1.54% | +522+1.0% | 加碼 |
| Pacific Global Investment Management CO | 50,285 | $1,060 萬 | 1.92% | −708−1.4% | 減碼 |
| Mirae Asset Securities (USA) Inc. | 50,216 | $1,059 萬 | 0.61% | +50,216 | 新進 |
| Flagship Harbor Advisors, LLC | 50,144 | $1,057 萬 | 0.58% | −1,242−2.4% | 減碼 |
| Whalerock Point Partners, LLC | 50,089 | $1,056 萬 | 2.51% | +252+0.5% | 加碼 |
| Patton Albertson Miller Group, LLC | 50,007 | $1,054 萬 | 1.44% | −1,131−2.2% | 減碼 |
| Access Investment Management LLC | 50,000 | $1,054 萬 | 3.21% | −10,000−16.7% | 減碼 |
| Cna Financial Corp | 50,000 | $1,054 萬 | 6.01% | +50,000 | 新進 |
| Loews Corp | 50,000 | $1,054 萬 | 0.08% | +50,000 | 新進 |
| Bray Capital Advisors | 49,776 | $1,050 萬 | 2.57% | −995−2.0% | 減碼 |
| Ronald Blue Trust, Inc. | 51,818 | $1,048 萬 | 0.14% | +18,108+53.7% | 加碼 |
| Community Bank & Trust, Waco, Texas | 49,683 | $1,048 萬 | 2.36% | +2,198+4.6% | 加碼 |
| Camden Capital, LLC | 49,636 | $1,047 萬 | 1.13% | +3,516+7.6% | 加碼 |
| IFP Advisors, Inc | 49,589 | $1,046 萬 | 0.38% | +743+1.5% | 加碼 |
| Compass Wealth Management LLC | 49,559 | $1,045 萬 | 2.46% | −2,307−4.4% | 減碼 |
| Trajan Wealth LLC | 49,439 | $1,042 萬 | 0.61% | +2,402+5.1% | 加碼 |
| Buckingham Strategic Partners | 49,410 | $1,042 萬 | 0.22% | +3,986+8.8% | 加碼 |
| Magnus Financial Group LLC | 49,371 | $1,041 萬 | 1.06% | −45−0.1% | 減碼 |
| Brave Asset Management Inc | 49,359 | $1,041 萬 | 2.58% | −1,101−2.2% | 減碼 |
| Pioneer Trust Bank N A | 49,272 | $1,039 萬 | 2.66% | −1,680−3.3% | 減碼 |
| Commonwealth Retirement Investments LLC | 49,245 | $1,038 萬 | 4.35% | +430+0.9% | 加碼 |
| Frisch Financial Group, Inc. | 49,209 | $1,038 萬 | 3.12% | −146−0.3% | 減碼 |
| Harbour Capital Advisors, LLC | 48,609 | $1,037 萬 | 2.39% | −220−0.5% | 減碼 |
| Ballast Advisors LLC | 49,162 | $1,037 萬 | 3.20% | −813−1.6% | 減碼 |
| EFG Asset Management (Americas) Corp. | 48,934 | $1,032 萬 | 2.02% | −2,362−4.6% | 減碼 |
| Adalta Capital Management LLC | 48,909 | $1,031 萬 | 5.32% | −25−0.1% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 48,515 | $1,023 萬 | 0.41% | −571−1.2% | 減碼 |
| Quadrant Capital Group LLC | 48,509 | $1,023 萬 | 0.71% | −111−0.2% | 減碼 |
| American National Bank | 48,469 | $1,022 萬 | 1.20% | −898−1.8% | 減碼 |
| Asset Dedication, LLC | 48,447 | $1,022 萬 | 0.69% | −5,040−9.4% | 減碼 |
| Wellington Shields & Co., LLC | 48,351 | $1,020 萬 | 3.10% | +30.0% | 加碼 |
| Financial Partners Group, LLC | 48,325 | $1,019 萬 | 3.82% | −240.0% | 減碼 |
| Bard Financial Services, Inc. | 48,130 | $1,015 萬 | 1.20% | −9,060−15.8% | 減碼 |
| Fundamentun, LLC | 48,048 | $1,013 萬 | 0.71% | +4,154+9.5% | 加碼 |
| Smithbridge Asset Management Inc | 47,983 | $1,012 萬 | 1.74% | +2,297+5.0% | 加碼 |
| Plimoth Trust Co LLC | 47,915 | $1,010 萬 | 2.55% | −5,011−9.5% | 減碼 |
| Earnest Partners LLC | 47,896 | $1,010 萬 | 0.04% | −160−0.3% | 減碼 |
| Boston Family Office LLC | 47,614 | $1,004 萬 | 0.68% | +1,165+2.5% | 加碼 |
| Joel Isaacson & Co., LLC | 47,559 | $1,003 萬 | 0.48% | +372+0.8% | 加碼 |
| McGinn Investment Management, Inc. | 47,531 | $1,002 萬 | 6.67% | −170−0.4% | 減碼 |
| First Hawaiian Bank | 47,504 | $1,002 萬 | 0.32% | −425−0.9% | 減碼 |
| Stokes Family Office, LLC | 47,484 | $1,001 萬 | 1.10% | −204−0.4% | 減碼 |
| MN Wealth Advisors, LLC | 47,247 | $996.3 萬 | 5.67% | +293+0.6% | 加碼 |
| XML Financial, LLC | 47,245 | $996.2 萬 | 0.92% | −2,019−4.1% | 減碼 |
| Sage Mountain Advisors LLC | 47,191 | $995.1 萬 | 0.85% | +869+1.9% | 加碼 |
| Winton Group Ltd | 47,110 | $993.4 萬 | 0.70% | +44,041+1,435.0% | 加碼 |
| Traynor Capital Management, Inc. | 47,019 | $991.4 萬 | 0.81% | +3,379+7.7% | 加碼 |
| Bridge Creek Capital Management LLC | 47,009 | $991.2 萬 | 2.99% | −1,245−2.6% | 減碼 |
| First Western Trust Bank | 46,984 | $990.7 萬 | 0.45% | −2,700−5.4% | 減碼 |
| Shepherd Financial Partners LLC | 46,891 | $988.7 萬 | 1.19% | +673+1.5% | 加碼 |
| Van Hulzen Asset Management, LLC | 46,587 | $982.3 萬 | 0.71% | −702−1.5% | 減碼 |
| Cincinnati Casualty Co | 46,500 | $980.5 萬 | 5.53% | −46,500−50.0% | 減碼 |
| Cincinnati Specialty Underwriters Insurance CO | 46,500 | $980.5 萬 | 2.88% | −46,500−50.0% | 減碼 |
| Wittenberg Investment Management, Inc. | 46,412 | $978.6 萬 | 3.19% | 00.0% | 不變 |
| Bangor Savings Bank | 46,408 | $978.6 萬 | 0.92% | −882−1.9% | 減碼 |
| Davis-Rea Ltd. | 46,202 | $974.2 萬 | 4.24% | +29,777+181.3% | 加碼 |
| Westover Capital Advisors, LLC | 46,184 | $973.8 萬 | 1.87% | +3,022+7.0% | 加碼 |
| Schulhoff & Co Inc | 46,156 | $973.2 萬 | 4.06% | +150.0% | 加碼 |
| Waldron Private Wealth LLC | 46,109 | $972.3 萬 | 0.40% | +1,330+3.0% | 加碼 |
| Beverly Hills Private Wealth, LLC | 46,090 | $971.8 萬 | 1.96% | +1,299+2.9% | 加碼 |
| Financiere des Professionnels - Fonds d,investissement inc. | 46,070 | $971.4 萬 | 0.66% | −6,623−12.6% | 減碼 |
| Canal Capital Management, LLC | 45,924 | $968.3 萬 | 1.55% | +1,531+3.4% | 加碼 |
| Embree Financial Group | 45,920 | $968.3 萬 | 1.72% | +60.0% | 加碼 |
| Stokes Capital Advisors, LLC | 45,873 | $967.3 萬 | 2.48% | +1,574+3.6% | 加碼 |
| Community Financial Services Group, LLC | 45,810 | $966.0 萬 | 1.98% | +580+1.3% | 加碼 |
| Hodges Capital Management Inc. | 45,758 | $964.9 萬 | 0.62% | +903+2.0% | 加碼 |
| Paradigm Asset Management Co LLC | 45,691 | $963.4 萬 | 2.52% | 00.0% | 不變 |
| Gluskin Sheff & Assoc Inc | 45,625 | $962.0 萬 | 1.13% | −5,772−11.2% | 減碼 |
| Bridgewater Advisors Inc. | 43,044 | $959.5 萬 | 1.01% | +37+0.1% | 加碼 |
| Walter & Keenan Financial Consulting Co | 45,444 | $958.2 萬 | 2.91% | −470−1.0% | 減碼 |
| Brown Miller Wealth Management, LLC | 45,352 | $956.3 萬 | 3.72% | +189+0.4% | 加碼 |
| Pitcairn Co | 45,331 | $955.8 萬 | 0.56% | −4,334−8.7% | 減碼 |
| Ipswich Investment Management Co., Inc. | 45,278 | $954.7 萬 | 2.21% | −73−0.2% | 減碼 |
| Coerente Capital Management | 45,241 | $954.0 萬 | 1.78% | −255−0.6% | 減碼 |
| City Holding Co | 45,228 | $953.7 萬 | 1.32% | +436+1.0% | 加碼 |
| Peterson Wealth Services | 45,171 | $952.5 萬 | 3.04% | +1,533+3.5% | 加碼 |
| Strategic Global Advisors, LLC | 45,112 | $951.2 萬 | 1.87% | −468−1.0% | 減碼 |
| Prosperity Consulting Group, LLC | 45,063 | $950.2 萬 | 0.74% | +13,880+44.5% | 加碼 |
| Kinneret Advisory, LLC | 45,046 | $949.8 萬 | 0.87% | −590−1.3% | 減碼 |
| Wetzel Investment Advisors, Inc. | 45,011 | $949.1 萬 | 4.77% | −1,053−2.3% | 減碼 |
| Confluence Wealth Services, Inc. | 45,000 | $948.9 萬 | 0.69% | −1,153−2.5% | 減碼 |
| Elk River Wealth Management, LLC | 44,927 | $947.3 萬 | 1.72% | +392+0.9% | 加碼 |
| Advocate Group LLC | 44,828 | $945.2 萬 | 1.71% | +419+0.9% | 加碼 |
| WESPAC Advisors SoCal, LLC | 44,801 | $944.7 萬 | 2.18% | −304−0.7% | 減碼 |
| Fidelis Capital Partners, LLC | 42,137 | $941.4 萬 | 1.12% | +1,029+2.5% | 加碼 |
| Duncker Streett & Co Inc | 44,616 | $940.8 萬 | 1.72% | −101−0.2% | 減碼 |
| Parthenon LLC | 44,573 | $939.9 萬 | 1.12% | +234+0.5% | 加碼 |
| Claro Advisors LLC | 44,544 | $939.3 萬 | 1.22% | +1,697+4.0% | 加碼 |
| Schechter Investment Advisors, LLC | 44,516 | $938.7 萬 | 0.69% | −571−1.3% | 減碼 |
| McRae Capital Management Inc | 44,472 | $937.8 萬 | 1.83% | −94−0.2% | 減碼 |