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 |
|---|---|---|---|---|---|
| Qtron Investments LLC | 37,986 | $801.0 萬 | 1.09% | −309−0.8% | 減碼 |
| Legacy Trust | 37,904 | $799.2 萬 | 1.84% | +431+1.2% | 加碼 |
| DLK Investment Management, LLC | 37,883 | $798.8 萬 | 3.06% | −48−0.1% | 減碼 |
| Roberts Wealth Advisors, LLC | 37,876 | $798.2 萬 | 2.58% | +732+2.0% | 加碼 |
| Philadelphia Trust Co | 37,817 | $797.4 萬 | 0.58% | −446−1.2% | 減碼 |
| Allen Capital Group, LLC | 37,703 | $795.0 萬 | 1.01% | +207+0.6% | 加碼 |
| White Pine Investment CO | 37,683 | $794.6 萬 | 2.18% | +357+1.0% | 加碼 |
| Jefferies Financial Group Inc. | 37,588 | $792.6 萬 | 0.13% | +2,235+6.3% | 加碼 |
| Socorro Asset Management LP | 37,515 | $791.0 萬 | 3.00% | −9,790−20.7% | 減碼 |
| Essex LLC | 37,484 | $790.4 萬 | 1.62% | −743−1.9% | 減碼 |
| DRW Securities, LLC | 37,451 | $789.7 萬 | 0.43% | +2,278+6.5% | 加碼 |
| Capital Investment Counsel, LLC | 37,417 | $789.0 萬 | 1.37% | +657+1.8% | 加碼 |
| Arvest Investments, Inc. | 37,328 | $787.1 萬 | 1.19% | −2,990−7.4% | 減碼 |
| Kennedy Capital Management, Inc. | 37,319 | $786.9 萬 | 0.17% | +35,965+2,656.2% | 加碼 |
| Boston Research & Management Inc | 37,133 | $783.0 萬 | 1.81% | +130.0% | 加碼 |
| Chicago Trust Co NA | 37,124 | $782.8 萬 | 1.35% | +3,370+10.0% | 加碼 |
| Berkshire Bank | 37,088 | $782.0 萬 | 1.83% | −847−2.2% | 減碼 |
| Garland Capital Management Inc | 37,065 | $781.6 萬 | 6.01% | −6,300−14.5% | 減碼 |
| Churchill Management Corp | 37,009 | $780.4 萬 | 0.09% | −1,067−2.8% | 減碼 |
| Hennessy Advisors Inc | 37,000 | $780.2 萬 | 0.25% | −1,000−2.6% | 減碼 |
| Souders Financial Advisors | 36,897 | $778.0 萬 | 1.08% | −1,013−2.7% | 減碼 |
| Systematic Alpha Investments, LLC | 36,804 | $776.0 萬 | 0.28% | 00.0% | 不變 |
| Advanced Asset Management Advisors Inc | 38,260 | $773.8 萬 | 2.07% | 00.0% | 不變 |
| American Trust | 36,628 | $772.3 萬 | 0.64% | −4,919−11.8% | 減碼 |
| Wedmont Private Capital | 36,609 | $772.2 萬 | 0.44% | +1,448+4.1% | 加碼 |
| Sitrin Capital Management LLC | 36,612 | $772.0 萬 | 3.86% | −196−0.5% | 減碼 |
| Somerset Trust Co | 36,599 | $771.7 萬 | 2.89% | −804−2.1% | 減碼 |
| Security National Bank | 36,599 | $771.7 萬 | 1.05% | −70.0% | 減碼 |
| Peloton Wealth Strategists | 36,563 | $771.0 萬 | 3.06% | −1,773−4.6% | 減碼 |
| McBroom & Associates, LLC | 36,417 | $767.9 萬 | 4.70% | +614+1.7% | 加碼 |
| Howland Capital Management LLC | 36,290 | $765.2 萬 | 0.33% | −1,135−3.0% | 減碼 |
| Checchi Capital Advisers, LLC | 36,139 | $762.0 萬 | 0.57% | −2,611−6.7% | 減碼 |
| First Personal Financial Services | 36,060 | $760.4 萬 | 1.61% | −737−2.0% | 減碼 |
| Owen LaRue, LLC | 36,034 | $759.8 萬 | 4.03% | −1,329−3.6% | 減碼 |
| Founders Capital Management | 35,992 | $758.9 萬 | 4.62% | +183+0.5% | 加碼 |
| SPC Financial, Inc. | 35,958 | $758.2 萬 | 0.67% | −954−2.6% | 減碼 |
| Cordatus Wealth Management LLC | 35,922 | $757.4 萬 | 2.72% | +330+0.9% | 加碼 |
| Northwest Bancshares, Inc. | 35,877 | $756.5 萬 | 1.29% | −6,110−14.6% | 減碼 |
| Wright Investors Service Inc | 35,829 | $755.5 萬 | 1.98% | −8,536−19.2% | 減碼 |
| TFG Advisers LLC | 35,769 | $754.2 萬 | 2.71% | +289+0.8% | 加碼 |
| TrinityPoint Wealth, LLC | 35,746 | $753.7 萬 | 1.08% | +9,487+36.1% | 加碼 |
| Excalibur Management Corp | 35,726 | $753.3 萬 | 2.87% | −528−1.5% | 減碼 |
| New Hampshire Trust | 35,683 | $752.4 萬 | 1.61% | −690−1.9% | 減碼 |
| Lake Street Financial LLC | 35,647 | $751.6 萬 | 1.20% | −10,319−22.4% | 減碼 |
| Concentric Capital Strategies, LP | 35,580 | $750.2 萬 | 0.47% | +26,141+276.9% | 加碼 |
| Blue Fin Capital, Inc. | 35,550 | $749.6 萬 | 1.42% | +116+0.3% | 加碼 |
| Gifford Fong Associates | 35,296 | $744.3 萬 | 1.86% | 00.0% | 不變 |
| BigSur Wealth Management LLC | 35,293 | $744.2 萬 | 2.05% | +2,010+6.0% | 加碼 |
| Harvey Capital Management Inc | 35,265 | $743.6 萬 | 1.86% | −5,400−13.3% | 減碼 |
| Werlinich Asset Management, LLC | 35,197 | $742.2 萬 | 4.31% | 00.0% | 不變 |
| Paradiem, LLC | 35,174 | $741.7 萬 | 1.75% | 00.0% | 不變 |
| Hi-Line Capital Management, LLC | 35,170 | $741.6 萬 | 3.64% | −66,775−65.5% | 減碼 |
| Augustine Asset Management Inc | 34,990 | $737.8 萬 | 2.58% | −110−0.3% | 減碼 |
| Schmidt P J Investment Management Inc | 34,866 | $735.2 萬 | 1.27% | −664−1.9% | 減碼 |
| Financial Advisory Service, Inc. | 34,863 | $735.1 萬 | 0.58% | +1,614+4.9% | 加碼 |
| Mission Creek Capital Partners, Inc. | 34,862 | $735.1 萬 | 1.71% | +156+0.4% | 加碼 |
| Financial Strategies Group, Inc. | 33,171 | $734.7 萬 | 1.72% | +175+0.5% | 加碼 |
| Leuthold Group, LLC | 34,838 | $734.6 萬 | 0.82% | +4,679+15.5% | 加碼 |
| Harbor Advisory Corp | 34,762 | $733.0 萬 | 2.39% | −204−0.6% | 減碼 |
| PFG Advisors | 34,671 | $731.1 萬 | 0.46% | −2,823−7.5% | 減碼 |
| Marcum Wealth, LLC | 34,557 | $728.7 萬 | 0.68% | −54−0.2% | 減碼 |
| Ameritas Advisory Services, LLC | 34,401 | $725.4 萬 | 0.31% | −12,875−27.2% | 減碼 |
| Moody National Bank Trust Division | 34,370 | $724.7 萬 | 0.78% | +33+0.1% | 加碼 |
| Baugh & Associates, LLC | 35,402 | $724.2 萬 | 3.73% | +515+1.5% | 加碼 |
| Horan Capital Advisors, LLC. | 34,345 | $724.2 萬 | 2.41% | −563−1.6% | 減碼 |
| Lombard Odier Asset Management (Europe) Ltd | 34,345 | $724.2 萬 | 0.33% | +4,235+14.1% | 加碼 |
| Maxwell Wealth Strategies Inc. | 32,622 | $722.5 萬 | 3.07% | +5,852+21.9% | 加碼 |
| Cottage Street Advisors LLC | 34,249 | $722.1 萬 | 3.93% | −518−1.5% | 減碼 |
| Exchange Capital Management, Inc. | 34,170 | $720.5 萬 | 1.15% | −1,968−5.4% | 減碼 |
| Focus Financial Network, Inc. | 34,143 | $719.9 萬 | 0.29% | −64−0.2% | 減碼 |
| Danica Pension, Livsforsikringsaktieselskab | 34,131 | $719.7 萬 | 0.14% | +34,131 | 新進 |
| Golden State Equity Partners | 34,095 | $718.9 萬 | 1.12% | +1,979+6.2% | 加碼 |
| Alexander Labrunerie & Co., Inc. | 34,038 | $717.7 萬 | 3.29% | +305+0.9% | 加碼 |
| Bill Few Associates, Inc. | 33,990 | $716.7 萬 | 2.54% | +25+0.1% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 33,978 | $716.5 萬 | 0.38% | −142−0.4% | 減碼 |
| Bell & Brown Wealth Advisors, LLC | 33,950 | $715.9 萬 | 2.80% | +78+0.2% | 加碼 |
| Capital Insight Partners, LLC | 33,936 | $715.6 萬 | 1.25% | −37−0.1% | 減碼 |
| Heritage Wealth Management, Inc. | 33,911 | $715.1 萬 | 2.34% | −184−0.5% | 減碼 |
| Harbour Investments, Inc. | 33,907 | $715.0 萬 | 0.22% | −9,269−21.5% | 減碼 |
| Csenge Advisory Group | 32,109 | $713.7 萬 | 0.37% | −1,782−5.3% | 減碼 |
| WCG Wealth Advisors LLC | 33,763 | $711.9 萬 | 0.48% | +218+0.6% | 加碼 |
| NTV Asset Management LLC | 33,611 | $708.7 萬 | 0.95% | +40+0.1% | 加碼 |
| Palmer Knight Co | 33,609 | $708.7 萬 | 3.11% | −525−1.5% | 減碼 |
| Stonebrook Private Inc. | 33,527 | $706.9 萬 | 1.87% | −214−0.6% | 減碼 |
| Inscription Capital, LLC | 33,527 | $706.9 萬 | 1.05% | +764+2.3% | 加碼 |
| Manhattan West Asset Management, LLC | 33,512 | $706.6 萬 | 1.83% | +560+1.7% | 加碼 |
| Strategic Blueprint, LLC | 33,489 | $706.1 萬 | 0.44% | −1,441−4.1% | 減碼 |
| Brick & Kyle, Associates | 33,900 | $705.0 萬 | 3.02% | −2,875−7.8% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 33,427 | $704.8 萬 | 0.62% | +1,381+4.3% | 加碼 |
| MSA Advisors, LLC | 33,400 | $704.3 萬 | 1.82% | −500−1.5% | 減碼 |
| Globeflex Capital L P | 33,400 | $704.3 萬 | 0.67% | 00.0% | 不變 |
| Trust Asset Management LLC | 33,330 | $702.8 萬 | 0.56% | −771−2.3% | 減碼 |
| BBR Partners, LLC | 33,243 | $701.0 萬 | 0.53% | −301−0.9% | 減碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 33,242 | $700.9 萬 | 2.56% | −81−0.2% | 減碼 |
| Little House Capital LLC | 33,178 | $699.6 萬 | 2.01% | −5,450−14.1% | 減碼 |
| Insigneo Advisory Services, LLC | 33,166 | $699.3 萬 | 0.71% | −2,119−6.0% | 減碼 |
| Mitchell McLeod Pugh & Williams Inc | 33,101 | $698.0 萬 | 1.46% | −268−0.8% | 減碼 |
| Diversify Advisory Services, LLC | 31,134 | $697.8 萬 | 0.38% | −15,066−32.6% | 減碼 |
| Kentucky Farm Bureau Mutual Insurance Co | 33,000 | $695.8 萬 | 1.50% | 00.0% | 不變 |
| Aster Capital Management (DIFC) Ltd | 32,978 | $695.4 萬 | 1.51% | +32,978 | 新進 |