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 |
|---|---|---|---|---|---|
| Accurate Wealth Management, LLC | 31,214 | $694.1 萬 | 1.39% | +2,893+10.2% | 加碼 |
| Udine Wealth Management, Inc. | 32,884 | $693.4 萬 | 4.89% | +208+0.6% | 加碼 |
| Nikulski Financial, Inc. | 32,740 | $690.3 萬 | 2.07% | +162+0.5% | 加碼 |
| Patten Group, Inc. | 32,718 | $689.9 萬 | 1.53% | −828−2.5% | 減碼 |
| Ami Investment Management Inc | 32,692 | $689.3 萬 | 2.33% | −1,786−5.2% | 減碼 |
| SageView Advisory Group, LLC | 32,679 | $689.1 萬 | 0.35% | −9,884−23.2% | 減碼 |
| Pegasus Asset Management, Inc. | 32,637 | $688.2 萬 | 2.63% | −757−2.3% | 減碼 |
| Clarity Wealth Advisors, LLC | 32,633 | $688.1 萬 | 2.00% | +928+2.9% | 加碼 |
| Resonant Capital Advisors, LLC | 32,594 | $687.3 萬 | 0.51% | +246+0.8% | 加碼 |
| Icon Wealth Advisors, LLC | 32,571 | $686.8 萬 | 0.57% | +2,242+7.4% | 加碼 |
| Shelter Mutual Insurance Co | 29,000 | $685.5 萬 | 1.64% | 00.0% | 不變 |
| Pathway Financial Advisers, LLC | 32,500 | $685.3 萬 | 3.10% | −2,042−5.9% | 減碼 |
| SGL Investment Advisors, Inc. | 28,332 | $685.3 萬 | 3.52% | +28,332 | 新進 |
| Chapin Davis, Inc. | 32,441 | $684.0 萬 | 2.22% | +151+0.5% | 加碼 |
| StoneX Group Inc. | 32,432 | $683.9 萬 | 0.50% | −861−2.6% | 減碼 |
| Ransom Advisory, Ltd | 32,417 | $683.5 萬 | 3.19% | −725−2.2% | 減碼 |
| E&G Advisors, LP | 32,438 | $683.2 萬 | 1.89% | +100+0.3% | 加碼 |
| Overbrook Management Corp | 32,352 | $682.2 萬 | 1.57% | −21,505−39.9% | 減碼 |
| Creegan & Nassoura Financial Group, LLC | 32,344 | $682.0 萬 | 4.30% | −100−0.3% | 減碼 |
| Ahl Investment Management, Inc. | 32,298 | $681.0 萬 | 4.70% | −90−0.3% | 減碼 |
| West Branch Capital LLC | 32,286 | $680.8 萬 | 2.35% | +383+1.2% | 加碼 |
| Soltis Investment Advisors LLC | 32,266 | $680.4 萬 | 0.66% | −6,776−17.4% | 減碼 |
| AlTi Global, Inc. | 32,196 | $678.9 萬 | 0.16% | −7,800−19.5% | 減碼 |
| Stone Point Wealth LLC | 32,189 | $678.7 萬 | 2.19% | −992−3.0% | 減碼 |
| Everpar Advisors LLC | 32,169 | $678.3 萬 | 3.51% | −945−2.9% | 減碼 |
| Washington Trust Advisors, Inc. | 32,158 | $678.1 萬 | 0.58% | −83−0.3% | 減碼 |
| Field & Main Bank | 32,149 | $677.9 萬 | 2.42% | −120−0.4% | 減碼 |
| Addison Capital Co | 32,125 | $677.4 萬 | 2.73% | −288−0.9% | 減碼 |
| WealthShield Partners, LLC | 32,124 | $677.4 萬 | 0.92% | +1,909+6.3% | 加碼 |
| Family Legacy, Inc. | 32,085 | $676.5 萬 | 2.25% | −124−0.4% | 減碼 |
| Castleark Management LLC | 32,085 | $676.5 萬 | 0.28% | −40,280−55.7% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 31,974 | $674.2 萬 | 0.31% | +6,337+24.7% | 加碼 |
| Rockline Wealth Management, LLC | 31,963 | $674.0 萬 | 1.90% | +772+2.5% | 加碼 |
| Forte Capital LLC | 31,893 | $672.5 萬 | 0.76% | −320−1.0% | 減碼 |
| Concorde Financial Corp | 31,880 | $672.2 萬 | 3.96% | +2,066+6.9% | 加碼 |
| EverSource Wealth Advisors, LLC | 31,875 | $672.1 萬 | 0.43% | +288+0.9% | 加碼 |
| Ameritas Investment Partners, Inc. | 31,837 | $671.3 萬 | 0.22% | −1,884−5.6% | 減碼 |
| Summit Global Investments | 31,835 | $671.3 萬 | 0.43% | +15,616+96.3% | 加碼 |
| Ethic Inc. | 33,475 | $670.5 萬 | 0.17% | −7,266−17.8% | 減碼 |
| Sentinel Trust Co Lba | 31,692 | $668.3 萬 | 0.76% | −3,300−9.4% | 減碼 |
| RMR Wealth Builders | 31,675 | $667.9 萬 | 0.71% | +40+0.1% | 加碼 |
| Gunn & Co Investment Management, Inc. | 31,507 | $664.4 萬 | 4.57% | −349,377−91.7% | 減碼 |
| Kestra Investment Management, LLC | 31,458 | $663.3 萬 | 0.28% | −3,719−10.6% | 減碼 |
| Kovack Advisors, Inc. | 31,443 | $663.0 萬 | 0.70% | −453−1.4% | 減碼 |
| Herold Advisors, Inc. | 31,427 | $662.8 萬 | 1.44% | −547−1.7% | 減碼 |
| Parkside Financial Bank & Trust | 31,368 | $661.4 萬 | 0.92% | +890+2.9% | 加碼 |
| Brooks, Moore & Associates, Inc. | 31,345 | $660.9 萬 | 3.90% | −55−0.2% | 減碼 |
| Abbot Financial Management, Inc. | 31,232 | $658.6 萬 | 3.31% | +298+1.0% | 加碼 |
| Bedel Financial Consulting, Inc. | 31,075 | $655.2 萬 | 0.92% | −243−0.8% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 31,057 | $654.9 萬 | 0.40% | +31,057 | 新進 |
| Concord Wealth Partners | 31,041 | $654.5 萬 | 1.09% | +1,795+6.1% | 加碼 |
| Trustmark National Bank Trust Department | 30,987 | $653.4 萬 | 0.49% | +734+2.4% | 加碼 |
| Ironvine Capital Partners, LLC | 30,971 | $653.1 萬 | 0.70% | −10.0% | 減碼 |
| R.m.sincerbeaux Capital Management LLC | 30,970 | $653.0 萬 | 4.05% | 00.0% | 不變 |
| First Business Financial Services, Inc. | 30,907 | $651.7 萬 | 0.65% | +712+2.4% | 加碼 |
| tru Independence LLC | 30,854 | $650.6 萬 | 1.90% | −6,599−17.6% | 減碼 |
| Cary Street Partners Asset Management LLC | 30,812 | $649.7 萬 | 0.86% | −489−1.6% | 減碼 |
| Wealth Effects LLC | 30,750 | $648.4 萬 | 2.27% | −38−0.1% | 減碼 |
| MidWestOne Financial Group, Inc. | 30,684 | $647.0 萬 | 0.89% | −264−0.9% | 減碼 |
| Simplicity Wealth,LLC | 30,683 | $647.0 萬 | 0.60% | −84,384−73.3% | 減碼 |
| William B. Walkup & Associates, Inc. | 30,662 | $646.5 萬 | 4.00% | −141−0.5% | 減碼 |
| Americana Partners, LLC | 30,595 | $645.1 萬 | 0.44% | +268+0.9% | 加碼 |
| CoreCap Advisors, LLC | 30,519 | $643.5 萬 | 0.30% | +4,112+15.6% | 加碼 |
| Sandhill Capital Partners LLC | 30,469 | $642.5 萬 | 0.46% | +669+2.2% | 加碼 |
| Lincoln Capital LLC | 30,456 | $642.2 萬 | 1.36% | −1,002−3.2% | 減碼 |
| MSH Capital Advisors LLC | 30,424 | $641.5 萬 | 1.96% | +115+0.4% | 加碼 |
| Generate Investment Management Ltd | 30,420 | $641.4 萬 | 0.43% | −28,179−48.1% | 減碼 |
| Hengehold Capital Management LLC | 30,385 | $640.7 萬 | 0.61% | +487+1.6% | 加碼 |
| Bank of New Hampshire | 30,379 | $640.6 萬 | 1.61% | −294−1.0% | 減碼 |
| Smartleaf Asset Management LLC | 30,410 | $640.1 萬 | 0.78% | +8,654+39.8% | 加碼 |
| Nilsine Partners, LLC | 30,260 | $638.1 萬 | 0.83% | −1,503−4.7% | 減碼 |
| Union Heritage Capital, LLC | 30,205 | $636.9 萬 | 2.35% | 00.0% | 不變 |
| Zevenbergen Capital Investments LLC | 30,168 | $636.1 萬 | 0.13% | +225+0.8% | 加碼 |
| RDA Financial Network | 30,087 | $634.4 萬 | 1.97% | −603−2.0% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 30,079 | $634.2 萬 | 0.85% | +2,830+10.4% | 加碼 |
| Gryphon Financial Partners LLC | 30,069 | $634.0 萬 | 0.86% | +1,597+5.6% | 加碼 |
| HCR Wealth Advisors | 30,068 | $634.0 萬 | 0.83% | +587+2.0% | 加碼 |
| Lake Street Advisors Group, LLC | 30,018 | $633.0 萬 | 0.29% | +236+0.8% | 加碼 |
| Exencial Wealth Advisors, LLC | 30,002 | $632.6 萬 | 0.23% | +1,022+3.5% | 加碼 |
| Allen Holding Inc | 30,000 | $632.6 萬 | 0.68% | 00.0% | 不變 |
| Redwood Investments, LLC | 29,905 | $630.6 萬 | 1.88% | −654−2.1% | 減碼 |
| Argent Advisors, Inc. | 29,898 | $630.4 萬 | 2.34% | −103−0.3% | 減碼 |
| Syon Capital LLC | 29,847 | $629.4 萬 | 0.56% | −188−0.6% | 減碼 |
| Hamilton Point Investment Advisors, LLC | 29,841 | $629.2 萬 | 1.14% | −381−1.3% | 減碼 |
| Scissortail Wealth Management, LLC | 397 | $627.8 萬 | 1.52% | −29,065−98.7% | 減碼 |
| Formidable Asset Management, LLC | 29,737 | $627.0 萬 | 1.00% | −684−2.2% | 減碼 |
| Buckhead Capital Management LLC | 29,700 | $626.3 萬 | 1.98% | −111−0.4% | 減碼 |
| Supplemental Annuity Collective Trust of NJ | 29,700 | $626.3 萬 | 1.85% | 00.0% | 不變 |
| LVW Advisors, LLC | 29,665 | $625.5 萬 | 0.80% | −1,016−3.3% | 減碼 |
| CFM Wealth Partners LLC | 29,661 | $625.4 萬 | 1.09% | +862+3.0% | 加碼 |
| Romano Brothers and Company | 29,633 | $624.8 萬 | 0.78% | +421+1.4% | 加碼 |
| AdvisorNet Financial, Inc | 29,619 | $624.5 萬 | 0.47% | +1,890+6.8% | 加碼 |
| QV Investors Inc. | 29,600 | $624.1 萬 | 0.55% | +170+0.6% | 加碼 |
| Cigna Investments Inc | 29,561 | $623.3 萬 | 1.11% | −375−1.3% | 減碼 |
| Argyle Capital Management Inc. | 29,556 | $623.2 萬 | 2.48% | −846−2.8% | 減碼 |
| Amarillo National Bank | 29,483 | $621.7 萬 | 1.14% | +69+0.2% | 加碼 |
| Atlantic Trust, LLC | 29,462 | $621.2 萬 | 1.49% | +303+1.0% | 加碼 |
| Berry Wealth Group, LP | 29,453 | $621.0 萬 | 4.45% | +216+0.7% | 加碼 |
| Compton Wealth Advisory Group, LLC | 29,446 | $620.9 萬 | 1.57% | +582+2.0% | 加碼 |
| Strategic Planning Group, LLC | 29,431 | $620.6 萬 | 1.22% | +1,323+4.7% | 加碼 |