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 |
|---|---|---|---|---|---|
| Patient Capital Management, LLC | 29,386 | $619.6 萬 | 0.30% | −126,593−81.2% | 減碼 |
| WealthPlan Investment Management, LLC | 29,321 | $618.3 萬 | 0.63% | +4,393+17.6% | 加碼 |
| 9258 Wealth Management, LLC | 29,310 | $618.0 萬 | 0.91% | −930−3.1% | 減碼 |
| Enterprise Bank & Trust Co | 29,270 | $617.2 萬 | 1.99% | +122+0.4% | 加碼 |
| Catalytic Wealth RIA, LLC | 29,209 | $615.9 萬 | 1.08% | +8,856+43.5% | 加碼 |
| Covenant Asset Management, LLC | 29,185 | $615.4 萬 | 1.36% | −393−1.3% | 減碼 |
| Fairhaven Wealth Management, LLC | 29,179 | $615.3 萬 | 1.88% | −16−0.1% | 減碼 |
| Invera Wealth Advisors, LLC | 25,920 | $613.8 萬 | 6.10% | −1,077−4.0% | 減碼 |
| Lauterbach Financial Advisors, LLC | 29,058 | $612.7 萬 | 3.73% | 00.0% | 不變 |
| MV Capital Management, Inc. | 28,974 | $610.9 萬 | 0.65% | +286+1.0% | 加碼 |
| Stoneridge Investment Partners LLC | 28,965 | $610.8 萬 | 2.27% | +7,819+37.0% | 加碼 |
| BFSG, LLC | 28,943 | $610.3 萬 | 0.71% | −496−1.7% | 減碼 |
| MTM Investment Management, LLC | 28,897 | $610.2 萬 | 2.38% | −10.0% | 減碼 |
| Essex Savings Bank | 28,884 | $609.0 萬 | 1.52% | +2,868+11.0% | 加碼 |
| Atlas Wealth LLC | 28,879 | $608.9 萬 | 2.63% | −171−0.6% | 減碼 |
| Montecito Bank & Trust | 28,756 | $606.3 萬 | 1.03% | +2,102+7.9% | 加碼 |
| Strategic Financial Services, Inc, | 28,740 | $606.0 萬 | 0.36% | +250+0.9% | 加碼 |
| Osprey Private Wealth LLC | 28,725 | $605.7 萬 | 4.24% | +28,725 | 新進 |
| RFG Advisory, LLC | 28,722 | $605.6 萬 | 0.18% | −2,899−9.2% | 減碼 |
| Peddock Capital Advisors, LLC | 28,708 | $605.3 萬 | 1.46% | +168+0.6% | 加碼 |
| Evergreen Private Wealth LLC | 28,702 | $605.2 萬 | 2.81% | +272+1.0% | 加碼 |
| DCM Advisors, LLC | 28,663 | $604.4 萬 | 3.04% | 00.0% | 不變 |
| GeoWealth Management, LLC | 28,639 | $603.9 萬 | 0.21% | +6,397+28.8% | 加碼 |
| TRUE Private Wealth Advisors | 28,616 | $603.4 萬 | 0.72% | −1,158−3.9% | 減碼 |
| Oddo BHF Asset Management SAS | 28,603 | $603.1 萬 | 0.30% | +28,603 | 新進 |
| Rehmann Capital Advisory Group | 28,562 | $602.9 萬 | 0.39% | −1,045−3.5% | 減碼 |
| Crystal Rock Capital Management | 28,543 | $601.9 萬 | 3.55% | +1,250+4.6% | 加碼 |
| Mattern Wealth Management LLC | 28,455 | $600.0 萬 | 1.32% | +587+2.1% | 加碼 |
| Monarch Capital Management Inc | 28,392 | $598.7 萬 | 1.61% | +421+1.5% | 加碼 |
| IFG Advisory, LLC | 28,340 | $597.6 萬 | 0.38% | −5,787−17.0% | 減碼 |
| Citizens Business Bank | 28,333 | $597.4 萬 | 1.21% | −664−2.3% | 減碼 |
| Act Two Investors LLC | 28,332 | $597.4 萬 | 1.13% | 00.0% | 不變 |
| LJI Wealth Management, LLC | 28,325 | $597.3 萬 | 1.22% | +507+1.8% | 加碼 |
| Red Cedar Investment Management, LLC | 28,289 | $596.5 萬 | 0.76% | 00.0% | 不變 |
| Silvant Capital Management LLC | 28,179 | $594.2 萬 | 0.26% | −3,105−9.9% | 減碼 |
| SeaCrest Wealth Management, LLC | 28,171 | $594.0 萬 | 0.64% | +970+3.6% | 加碼 |
| Delta Capital Management LLC | 28,135 | $593.3 萬 | 3.42% | 00.0% | 不變 |
| Platform Technology Partners | 28,116 | $592.8 萬 | 1.86% | −441−1.5% | 減碼 |
| Martin Capital Partners, LLC | 28,094 | $592.4 萬 | 2.93% | −8,927−24.1% | 減碼 |
| Great Lakes Retirement, Inc. | 27,978 | $589.9 萬 | 0.76% | +192+0.7% | 加碼 |
| Marino, Stram & Associates LLC | 27,977 | $589.9 萬 | 1.32% | +63+0.2% | 加碼 |
| Codex Capital Asset Management L.L.C. | 28,000 | $587.9 萬 | 2.61% | +2,000+7.7% | 加碼 |
| Grove Bank & Trust | 27,842 | $587.1 萬 | 0.87% | +435+1.6% | 加碼 |
| J. W. Coons Advisors, LLC | 27,825 | $586.7 萬 | 1.46% | −70−0.3% | 減碼 |
| Triangle Securities Wealth Management | 27,785 | $585.9 萬 | 1.51% | −458−1.6% | 減碼 |
| High Note Wealth, LLC | 27,757 | $585.3 萬 | 1.67% | +209+0.8% | 加碼 |
| Sunbelt Securities, Inc. | 27,755 | $585.2 萬 | 0.57% | −1,066−3.7% | 減碼 |
| Consolidated Investment Group LLC | 27,692 | $583.9 萬 | 0.87% | 00.0% | 不變 |
| Montchanin Asset Management, LLC | 27,667 | $583.4 萬 | 5.38% | +695+2.6% | 加碼 |
| First PREMIER Bank | 27,661 | $583.3 萬 | 1.45% | +962+3.6% | 加碼 |
| Hayek Kallen Investment Management | 27,609 | $582.2 萬 | 2.06% | −15−0.1% | 減碼 |
| GM Advisory Group, Inc. | 27,604 | $582.1 萬 | 0.35% | +475+1.8% | 加碼 |
| Alta Capital Management LLC | 27,580 | $581.6 萬 | 0.35% | +60.0% | 加碼 |
| Indiana Trust & Investment Management CO | 27,548 | $580.9 萬 | 1.98% | +545+2.0% | 加碼 |
| Green Square Capital Advisors LLC | 27,591 | $580.8 萬 | 0.82% | 00.0% | 不變 |
| B.O.S.S. Retirement Advisors, LLC | 27,540 | $580.8 萬 | 1.17% | −14,285−34.2% | 減碼 |
| Smithfield Trust Co | 27,544 | $580.2 萬 | 0.28% | −14−0.1% | 減碼 |
| Investors Asset Management of Georgia Inc | 27,501 | $579.9 萬 | 2.73% | −24−0.1% | 減碼 |
| Holderness Investments Co | 27,492 | $579.7 萬 | 1.27% | +810+3.0% | 加碼 |
| Hamel Associates, Inc. | 27,377 | $577.3 萬 | 1.76% | −150−0.5% | 減碼 |
| Northern Oak Wealth Management Inc | 27,372 | $577.2 萬 | 0.67% | −1,945−6.6% | 減碼 |
| Stamos Capital Partners, L.P. | 27,350 | $576.7 萬 | 1.36% | −3,390−11.0% | 減碼 |
| WealthPLAN Partners, LLC | 27,321 | $576.1 萬 | 0.77% | −3,922−12.6% | 減碼 |
| Klingman & Associates, LLC | 27,257 | $574.7 萬 | 0.36% | +2,725+11.1% | 加碼 |
| Old Port Advisors | 27,242 | $574.4 萬 | 1.60% | −412−1.5% | 減碼 |
| Alberta Investment Management Corp | 27,200 | $573.5 萬 | 0.05% | +12,800+88.9% | 加碼 |
| Mill Creek Capital Advisors, LLC | 27,121 | $571.9 萬 | 0.14% | −1,935−6.7% | 減碼 |
| Concord Asset Management, LLC | 27,079 | $571.0 萬 | 1.29% | +2,518+10.3% | 加碼 |
| Andrew Hill Investment Advisors, Inc. | 27,073 | $570.9 萬 | 4.28% | +309+1.2% | 加碼 |
| Modern Wealth Management, LLC | 26,999 | $569.3 萬 | 0.35% | +1,197+4.6% | 加碼 |
| Richard Bernstein Advisors LLC | 26,995 | $569.2 萬 | 0.12% | −1,809−6.3% | 減碼 |
| M Holdings Securities, Inc. | 26,861 | $566.4 萬 | 1.42% | −55,697−67.5% | 減碼 |
| Uncommon Cents Investing LLC | 26,830 | $565.7 萬 | 1.59% | +90+0.3% | 加碼 |
| Athena Investment Management | 26,812 | $565.4 萬 | 3.22% | −500−1.8% | 減碼 |
| Evoke Wealth, LLC | 26,786 | $564.8 萬 | 0.15% | +26,786 | 新進 |
| EPG Wealth Management LLC | 26,762 | $564.3 萬 | 1.42% | +26,762 | 加碼 |
| SkyOak Wealth, LLC | 26,699 | $563.0 萬 | 1.25% | −351−1.3% | 減碼 |
| Scott & Selber, Inc. | 26,673 | $562.4 萬 | 1.75% | −102−0.4% | 減碼 |
| Brandywine Oak Private Wealth LLC | 26,630 | $561.5 萬 | 0.54% | +120+0.5% | 加碼 |
| Ironwood Investment Counsel, LLC | 26,592 | $560.7 萬 | 0.93% | −405−1.5% | 減碼 |
| Koshinski Asset Management, Inc. | 26,563 | $560.1 萬 | 0.48% | −141−0.5% | 減碼 |
| Modus Advisors, LLC | 26,468 | $558.1 萬 | 1.83% | +59+0.2% | 加碼 |
| Headinvest, LLC | 26,464 | $558.0 萬 | 1.03% | −341−1.3% | 減碼 |
| Arete Wealth Advisors, LLC | 26,544 | $558.0 萬 | 0.48% | +26,544 | 新進 |
| McKinley Carter Wealth Services, Inc. | 26,448 | $557.7 萬 | 0.34% | +2,129+8.8% | 加碼 |
| Parisi Gray Wealth Management | 26,315 | $554.9 萬 | 1.83% | −54−0.2% | 減碼 |
| Connable Office Inc | 26,302 | $554.6 萬 | 0.56% | −199−0.8% | 減碼 |
| Butensky & Cohen Financial Security, Inc | 26,233 | $553.1 萬 | 1.64% | −756−2.8% | 減碼 |
| Am Investment Strategies LLC | 26,188 | $552.2 萬 | 1.34% | +20+0.1% | 加碼 |
| Affinity Investment Advisors, LLC | 26,132 | $551.0 萬 | 3.78% | −842−3.1% | 減碼 |
| HWG Holdings LP | 26,116 | $550.7 萬 | 1.89% | +7,310+38.9% | 加碼 |
| Clarius Group, LLC | 26,153 | $550.6 萬 | 0.39% | −315−1.2% | 減碼 |
| Proequities, Inc. | 26,059 | $549.5 萬 | 0.33% | −1,655−6.0% | 減碼 |
| Virginia Wealth Management Group, Inc. | 26,051 | $549.3 萬 | 3.44% | +4,049+18.4% | 加碼 |
| Trust Point Inc. | 26,017 | $548.6 萬 | 0.41% | +196+0.8% | 加碼 |
| Granite Bay Wealth Management, LLC | 25,930 | $546.8 萬 | 3.07% | +2,501+10.7% | 加碼 |
| Hudson Capital Management LLC | 25,874 | $545.6 萬 | 1.74% | −804−3.0% | 減碼 |
| Hallmark Capital Management Inc | 25,863 | $545.3 萬 | 0.40% | −1,938−7.0% | 減碼 |
| Midwest Professional Planners, LTD. | 25,783 | $543.7 萬 | 1.66% | +549+2.2% | 加碼 |
| Monetary Management Group Inc | 25,779 | $543.6 萬 | 1.40% | −875−3.3% | 減碼 |