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 |
|---|---|---|---|---|---|
| Greenwood Capital Associates LLC | 44,360 | $935.4 萬 | 1.22% | −8,864−16.7% | 減碼 |
| Farmers & Merchants Trust Co of Long Beach | 44,356 | $935.3 萬 | 2.29% | +790+1.8% | 加碼 |
| B & T Capital Management DBA Alpha Capital Management | 44,336 | $934.9 萬 | 1.76% | −1,012−2.2% | 減碼 |
| Stablepoint Partners, LLC | 44,082 | $929.5 萬 | 1.69% | −299−0.7% | 減碼 |
| NBC Securities, Inc. | 44,010 | $928.0 萬 | 0.78% | −392−0.9% | 減碼 |
| Granite Investment Partners, LLC | 44,000 | $927.8 萬 | 0.40% | +384+0.9% | 加碼 |
| DoubleLine ETF Adviser LP | 43,994 | $927.7 萬 | 2.26% | −3,764−7.9% | 減碼 |
| Nelson Capital Management, LLC | 43,966 | $927.1 萬 | 1.56% | −424−1.0% | 減碼 |
| Farther Finance Advisors, LLC | 43,895 | $925.6 萬 | 0.35% | +3,604+8.9% | 加碼 |
| Brighton Jones LLC | 43,891 | $925.5 萬 | 0.35% | −2,777−6.0% | 減碼 |
| Old Second National Bank of Aurora | 43,866 | $925.0 萬 | 2.23% | −793−1.8% | 減碼 |
| RPG Investment Advisory, LLC | 43,821 | $924.0 萬 | 1.32% | +28+0.1% | 加碼 |
| Global Wealth Management Investment Advisory, Inc. | 43,558 | $918.5 萬 | 1.98% | +753+1.8% | 加碼 |
| Oxford Financial Group Ltd | 43,498 | $917.2 萬 | 0.58% | −2,947−6.3% | 減碼 |
| Independent Financial Group, LLC | 43,441 | $916.0 萬 | 0.34% | +4,536+11.7% | 加碼 |
| Giverny Capital Inc.大師吉維尼資本 | 43,324 | $913.5 萬 | 0.35% | +3,098+7.7% | 加碼 |
| Beacon Financial Group | 43,232 | $911.6 萬 | 0.99% | −33−0.1% | 減碼 |
| YHB Investment Advisors, Inc. | 43,176 | $910.4 萬 | 0.75% | +1,505+3.6% | 加碼 |
| Marex Group plc | 42,920 | $905.0 萬 | 0.21% | −92,144−68.2% | 減碼 |
| Jaffetilchin Investment Partners, LLC | 42,900 | $904.6 萬 | 0.69% | +1,616+3.9% | 加碼 |
| Exchange Traded Concepts, LLC | 42,897 | $904.5 萬 | 0.21% | +376+0.9% | 加碼 |
| Townsend Asset Management Corp | 42,861 | $903.8 萬 | 3.35% | −517−1.2% | 減碼 |
| HGK Asset Management Inc | 42,821 | $902.9 萬 | 1.67% | −7,840−15.5% | 減碼 |
| Intrust Bank NA | 42,810 | $902.7 萬 | 0.90% | +161+0.4% | 加碼 |
| DT Investment Partners, LLC | 42,670 | $899.7 萬 | 0.73% | +332+0.8% | 加碼 |
| Jacobs Levy Equity Management, Inc | 42,511 | $896.4 萬 | 0.03% | +5,152+13.8% | 加碼 |
| First Interstate Bank | 42,508 | $896.3 萬 | 0.54% | −514−1.2% | 減碼 |
| Asset Planning Services Inc | 42,497 | $896.1 萬 | 4.43% | −390−0.9% | 減碼 |
| Hilton Capital Management, LLC | 42,494 | $896.0 萬 | 0.69% | +317+0.8% | 加碼 |
| Skylands Capital, LLC | 42,470 | $895.5 萬 | 1.21% | −4,385−9.4% | 減碼 |
| Jacobi Capital Management LLC | 42,466 | $895.4 萬 | 0.68% | +496+1.2% | 加碼 |
| Dean Investment Associates, LLC | 42,452 | $895.1 萬 | 1.21% | −1,738−3.9% | 減碼 |
| Kavar Capital Partners Group, LLC | 42,360 | $893.2 萬 | 1.41% | +150+0.4% | 加碼 |
| Providence Capital Advisors, LLC | 42,311 | $892.2 萬 | 1.77% | +433+1.0% | 加碼 |
| Valmark Advisers, Inc. | 42,218 | $890.2 萬 | 0.14% | +8,382+24.8% | 加碼 |
| Concentric Wealth Management, LLC | 42,011 | $885.8 萬 | 2.16% | −565−1.3% | 減碼 |
| Viking Fund Management LLC | 42,000 | $885.6 萬 | 1.44% | −3,000−6.7% | 減碼 |
| Centaurus Financial, Inc. | 41,912 | $883.8 萬 | 0.56% | +2,944+7.6% | 加碼 |
| Unison Asset Management LLC | 41,912 | $883.8 萬 | 4.20% | −64−0.2% | 減碼 |
| Private Trust Co NA | 41,892 | $883.3 萬 | 0.89% | −366−0.9% | 減碼 |
| Belpointe Asset Management LLC | 41,838 | $882.2 萬 | 0.53% | +5,094+13.9% | 加碼 |
| Redmond Asset Management, LLC | 41,795 | $881.3 萬 | 2.76% | −1,289−3.0% | 減碼 |
| Chronos Wealth Management, LLC | 41,672 | $878.7 萬 | 4.58% | +969+2.4% | 加碼 |
| Capital Group Investment Management Pte. Ltd. | 41,631 | $877.8 萬 | 1.77% | +1,240+3.1% | 加碼 |
| MBB Public Markets I LLC | 41,530 | $875.7 萬 | 0.74% | −219,234−84.1% | 減碼 |
| Chiron Investment Management, LLC | 41,508 | $875.2 萬 | 3.08% | −4,488−9.8% | 減碼 |
| Mandatum Life Insurance Co Ltd | 41,502 | $875.1 萬 | 2.68% | 00.0% | 不變 |
| Semmax Financial Advisors Inc. | 36,448 | $873.2 萬 | 2.40% | +1,083+3.1% | 加碼 |
| Wealth Advisory Solutions, LLC | 41,268 | $870.2 萬 | 2.40% | −5,062−10.9% | 減碼 |
| Graves-Light Private Wealth Management, Inc. | 41,232 | $869.4 萬 | 1.07% | −10,128−19.7% | 減碼 |
| Guyasuta Investment Advisors Inc | 41,095 | $866.5 萬 | 0.53% | +226+0.6% | 加碼 |
| American Money Management, LLC | 41,094 | $866.5 萬 | 1.73% | −1,729−4.0% | 減碼 |
| Parcion Private Wealth LLC | 41,079 | $866.2 萬 | 0.72% | +2,040+5.2% | 加碼 |
| First Nebraska Trust Co | 41,001 | $864.5 萬 | 0.84% | −339−0.8% | 減碼 |
| RBF Capital, LLC | 41,000 | $864.5 萬 | 0.44% | 00.0% | 不變 |
| DF Dent & Co Inc | 40,988 | $864.3 萬 | 0.11% | +456+1.1% | 加碼 |
| Univest Financial Corp | 40,883 | $862.1 萬 | 0.57% | +33,348+442.6% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 40,734 | $858.9 萬 | 0.82% | −177−0.4% | 減碼 |
| PDS Planning, Inc | 40,730 | $858.8 萬 | 0.77% | −813−2.0% | 減碼 |
| Principal Street Partners, LLC | 41,104 | $858.5 萬 | 1.40% | −4,312−9.5% | 減碼 |
| Tradewinds, LLC. | 40,658 | $857.3 萬 | 2.64% | +921+2.3% | 加碼 |
| Buck Wealth Strategies, LLC | 40,619 | $856.5 萬 | 2.70% | −4,970−10.9% | 減碼 |
| Graypoint LLC | 40,486 | $853.7 萬 | 0.55% | +994+2.5% | 加碼 |
| Turtle Creek Wealth Advisors, LLC | 40,454 | $853.0 萬 | 1.71% | +1,146+2.9% | 加碼 |
| Selway Asset Management | 40,312 | $850.0 萬 | 3.32% | −25−0.1% | 減碼 |
| Stony Point Wealth Management Inc. | 40,163 | $846.9 萬 | 3.57% | −1,011−2.5% | 減碼 |
| Strategic Advisors LLC | 40,131 | $846.2 萬 | 1.58% | −880−2.1% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 40,099 | $845.5 萬 | 0.31% | +304+0.8% | 加碼 |
| Fusion Capital, LLC | 40,084 | $845.2 萬 | 3.63% | −50−0.1% | 減碼 |
| Anchor Investment Management, LLC | 40,034 | $844.2 萬 | 0.80% | +41+0.1% | 加碼 |
| Lindbrook Capital, LLC | 39,950 | $842.4 萬 | 0.75% | +5,920+17.4% | 加碼 |
| Paradigm Financial Partners, LLC | 34,903 | $841.7 萬 | 1.17% | −2,404−6.4% | 減碼 |
| Covington Investment Advisors Inc. | 39,913 | $841.6 萬 | 1.27% | −600−1.5% | 減碼 |
| Hixon Zuercher, LLC | 39,905 | $841.4 萬 | 3.30% | −790−1.9% | 減碼 |
| LGT Fund Management Co Ltd. | 40,529 | $840.1 萬 | 0.87% | −1,834−4.3% | 減碼 |
| Arrow Financial Corp | 39,723 | $837.6 萬 | 0.77% | −422−1.1% | 減碼 |
| Citizens National Bank Trust Department | 39,719 | $837.5 萬 | 1.76% | −45−0.1% | 減碼 |
| Sompo Asset Management Co., Ltd. | 39,383 | $830.4 萬 | 1.30% | −7,051−15.2% | 減碼 |
| Capital Asset Advisory Services LLC | 39,402 | $830.4 萬 | 0.42% | −458−1.1% | 減碼 |
| Kinsale Capital Group, Inc. | 39,357 | $829.9 萬 | 2.45% | +5,248+15.4% | 加碼 |
| Mirabaud Asset Management Ltd | 39,366 | $828.7 萬 | 3.42% | +139+0.4% | 加碼 |
| Evexia Wealth LLC | 39,255 | $828.0 萬 | 2.94% | −1,838−4.5% | 減碼 |
| McDonald Partners LLC | 39,242 | $827.5 萬 | 2.07% | +22+0.1% | 加碼 |
| Summerhill Capital Management lnc. | 39,224 | $827.1 萬 | 5.68% | +289+0.7% | 加碼 |
| Maltese Capital Management LLC | 39,100 | $824.5 萬 | 1.33% | −21,700−35.7% | 減碼 |
| Mechanics Bank Trust Department | 39,024 | $822.9 萬 | 1.10% | −192−0.5% | 減碼 |
| Boyd Watterson Asset Management LLC | 39,023 | $822.8 萬 | 2.25% | −3,928−9.1% | 減碼 |
| Lorne Steinberg Wealth Management Inc. | 39,021 | $822.8 萬 | 2.38% | −20−0.1% | 減碼 |
| Alpha Omega Wealth Management LLC | 39,017 | $822.7 萬 | 1.51% | −944−2.4% | 減碼 |
| Drucker Wealth 3.0, LLC | 38,904 | $820.3 萬 | 1.97% | +678+1.8% | 加碼 |
| Bristlecone Advisors, LLC | 38,863 | $819.5 萬 | 0.66% | −428−1.1% | 減碼 |
| Empire Financial Management Company, LLC | 38,824 | $818.7 萬 | 2.52% | −561−1.4% | 減碼 |
| Arjuna Capital | 38,722 | $816.5 萬 | 2.11% | −448−1.1% | 減碼 |
| Van Strum & Towne Inc. | 38,624 | $814.4 萬 | 2.82% | −150−0.4% | 減碼 |
| Chemistry Wealth Management LLC | 38,467 | $811.1 萬 | 1.94% | −272−0.7% | 減碼 |
| Bogart Wealth, LLC | 38,320 | $808.0 萬 | 0.38% | −4,933−11.4% | 減碼 |
| D L Carlson Investment Group Inc | 38,272 | $807.0 萬 | 1.46% | −7,852−17.0% | 減碼 |
| Banque Pictet & Cie SA | 38,218 | $805.9 萬 | 0.08% | −4,107−9.7% | 減碼 |
| Contravisory Investment Management, Inc. | 38,131 | $804.0 萬 | 1.72% | +35,609+1,411.9% | 加碼 |
| Legacy Financial Advisors, Inc. | 38,128 | $804.0 萬 | 1.35% | +612+1.6% | 加碼 |