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 |
|---|---|---|---|---|---|
| Ables, Iannone, Moore & Associates, Inc. | 25,778 | $543.6 萬 | 3.51% | +67+0.3% | 加碼 |
| Mystic Asset Management, Inc. | 25,745 | $542.9 萬 | 2.05% | −323−1.2% | 減碼 |
| Moloney Securities Asset Management, LLC | 25,745 | $542.9 萬 | 0.73% | +326+1.3% | 加碼 |
| Trinity Legacy Partners, LLC | 24,475 | $542.1 萬 | 1.39% | −848−3.3% | 減碼 |
| Liberty Capital Management, Inc. | 25,695 | $541.8 萬 | 1.20% | −78−0.3% | 減碼 |
| First National Bank of Mount Dora, Trust Investment Services | 25,681 | $541.5 萬 | 1.23% | −846−3.2% | 減碼 |
| RB Capital Management, LLC | 25,669 | $541.3 萬 | 1.28% | +292+1.2% | 加碼 |
| Papp L Roy & Associates | 25,652 | $540.9 萬 | 0.65% | −98−0.4% | 減碼 |
| Malaga Cove Capital, LLC | 25,613 | $540.1 萬 | 2.17% | −76−0.3% | 減碼 |
| Vista Investment Management | 25,580 | $539.4 萬 | 2.03% | −369−1.4% | 減碼 |
| Investment Research & Advisory Group, Inc. | 25,441 | $536.4 萬 | 2.28% | −345−1.3% | 減碼 |
| Bowman & Co S.C. | 25,414 | $536.1 萬 | 2.81% | +2,163+9.3% | 加碼 |
| Avestar Capital, LLC | 25,421 | $536.0 萬 | 0.58% | +1,265+5.2% | 加碼 |
| Lincluden Management Ltd | 25,411 | $535.8 萬 | 0.58% | +225+0.9% | 加碼 |
| Signet Investment Advisory Group, Inc. | 25,395 | $535.5 萬 | 2.68% | +190+0.8% | 加碼 |
| Icon Advisers Inc | 25,387 | $535.3 萬 | 1.12% | 00.0% | 不變 |
| Morton Community Bank | 25,385 | $535.3 萬 | 1.40% | −578−2.2% | 減碼 |
| United Bank | 25,354 | $534.6 萬 | 2.47% | +614+2.5% | 加碼 |
| Gilliland Jeter Wealth Management LLC | 25,261 | $532.6 萬 | 1.72% | −357−1.4% | 減碼 |
| Aspiriant, LLC | 25,216 | $531.7 萬 | 0.20% | +642+2.6% | 加碼 |
| Newman Dignan & Sheerar, Inc. | 23,561 | $531.3 萬 | 1.27% | −588−2.4% | 減碼 |
| Arlington Financial Advisors, LLC | 25,159 | $530.5 萬 | 1.09% | −518−2.0% | 減碼 |
| Gradient Capital Advisors, LLC | 25,149 | $530.3 萬 | 1.76% | −326−1.3% | 減碼 |
| Legacy Advisors, LLC | 25,095 | $529.2 萬 | 0.57% | +859+3.5% | 加碼 |
| Midland Wealth Advisors LLC | 25,089 | $529.0 萬 | 0.31% | −4,597−15.5% | 減碼 |
| Graham Capital Management, L.P. | 25,089 | $529.0 萬 | 0.17% | +25,089 | 新進 |
| Mount Vernon Associates Inc | 25,067 | $528.6 萬 | 4.19% | +210+0.8% | 加碼 |
| Rollins Financial Advisors, LLC | 25,060 | $528.4 萬 | 0.88% | +491+2.0% | 加碼 |
| Eos Management, L.P. | 25,000 | $527.1 萬 | 1.84% | 00.0% | 不變 |
| Leelyn Smith, LLC | 24,945 | $526.0 萬 | 0.95% | −75−0.3% | 減碼 |
| Rowland & Co Investment Counsel | 24,913 | $525.3 萬 | 1.07% | +180+0.7% | 加碼 |
| Charles Schwab Trust Co | 24,913 | $525.3 萬 | 0.45% | +709+2.9% | 加碼 |
| Atlas Brown,Inc. | 24,874 | $524.5 萬 | 1.82% | +16+0.1% | 加碼 |
| Dudley Capital Management, LLC | 24,861 | $524.2 萬 | 2.74% | +64+0.3% | 加碼 |
| Hoey Investments, Inc | 25,879 | $523.4 萬 | 1.00% | 00.0% | 不變 |
| Greenfield Savings Bank | 24,819 | $523.3 萬 | 2.48% | −194−0.8% | 減碼 |
| Citizens & Northern Corp | 24,809 | $523.1 萬 | 1.57% | +1,845+8.0% | 加碼 |
| Everhart Financial Group, Inc. | 24,794 | $522.8 萬 | 1.16% | +2,383+10.6% | 加碼 |
| S&CO Inc | 24,740 | $521.6 萬 | 0.34% | −259−1.0% | 減碼 |
| Larson Financial Group LLC | 24,697 | $520.8 萬 | 0.30% | +2,649+12.0% | 加碼 |
| Mathes Company, Inc. | 24,694 | $520.7 萬 | 1.84% | −794−3.1% | 減碼 |
| Buckingham Capital Management, Inc. | 24,575 | $518.2 萬 | 0.59% | −1,017−4.0% | 減碼 |
| Hunter Perkins Capital Management, LLC | 24,469 | $516.0 萬 | 1.05% | −773−3.1% | 減碼 |
| Rosenblum Silverman Sutton S F Inc | 24,420 | $514.9 萬 | 1.32% | −88−0.4% | 減碼 |
| SOL Capital Management CO | 24,413 | $514.8 萬 | 0.57% | −315−1.3% | 減碼 |
| Premier Path Wealth Partners, LLC | 24,383 | $514.1 萬 | 0.81% | +162+0.7% | 加碼 |
| Roanoke Asset Management Corp | 24,308 | $512.6 萬 | 1.61% | −49−0.2% | 減碼 |
| Winch Advisory Services, LLC | 24,301 | $512.4 萬 | 1.42% | +120.0% | 加碼 |
| Bank of Stockton | 24,291 | $512.2 萬 | 1.54% | −476−1.9% | 減碼 |
| Brookmont Capital Management | 24,251 | $511.3 萬 | 2.63% | −3,834−13.7% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 24,211 | $510.5 萬 | 0.01% | +2,336+10.7% | 加碼 |
| Guardian Wealth Advisors, LLC | 24,191 | $510.1 萬 | 0.55% | +90.0% | 加碼 |
| Nwam LLC | 24,157 | $509.4 萬 | 0.31% | +24,157 | 新進 |
| Blue Edge Capital, LLC | 24,151 | $509.2 萬 | 0.79% | +424+1.8% | 加碼 |
| Harbor Advisors LLC | 24,148 | $509.2 萬 | 0.85% | 00.0% | 不變 |
| Wilkins Investment Counsel Inc | 24,127 | $508.7 萬 | 0.70% | −305−1.2% | 減碼 |
| Mechanics Financial Corp | 24,123 | $508.7 萬 | 2.23% | +75+0.3% | 加碼 |
| Lee Danner & Bass Inc | 24,087 | $507.9 萬 | 0.36% | −275−1.1% | 減碼 |
| Shoker Investment Counsel, Inc. | 24,064 | $507.4 萬 | 1.71% | −359−1.5% | 減碼 |
| Patrick M Sweeney & Associates, Inc | 24,060 | $507.3 萬 | 3.73% | +59+0.2% | 加碼 |
| Bretton Capital Management, LLC | 24,000 | $506.1 萬 | 4.83% | +24,000 | 新進 |
| Dynasty Wealth Management, LLC | 23,996 | $506.0 萬 | 0.15% | +611+2.6% | 加碼 |
| Connecticut Wealth Management, LLC | 23,945 | $504.9 萬 | 0.24% | −1,470−5.8% | 減碼 |
| Sterling Investment Advisors, Ltd. | 23,942 | $504.9 萬 | 1.28% | −124−0.5% | 減碼 |
| Laird Norton Trust Company, LLC | 23,890 | $503.7 萬 | 0.66% | 00.0% | 不變 |
| SeaBridge Investment Advisors LLC | 23,887 | $503.7 萬 | 1.23% | −390−1.6% | 減碼 |
| Mine & Arao Wealth Creation & Management, LLC. | 23,879 | $503.5 萬 | 2.34% | +145+0.6% | 加碼 |
| Umpqua Bank | 23,839 | $502.7 萬 | 1.84% | −386−1.6% | 減碼 |
| Howard Capital Management Inc. | 23,807 | $502.0 萬 | 0.08% | +23,807 | 新進 |
| Nicolet Bankshares Inc | 23,754 | $500.9 萬 | 1.21% | −1,307−5.2% | 減碼 |
| BNC Wealth Management, LLC | 23,682 | $499.4 萬 | 1.84% | +511+2.2% | 加碼 |
| BOK Financial Private Wealth, Inc. | 23,603 | $497.7 萬 | 0.36% | −1,789−7.0% | 減碼 |
| Doliver Advisors, LP | 23,562 | $496.8 萬 | 1.36% | −209−0.9% | 減碼 |
| Lineweaver Wealth Advisors, LLC | 23,549 | $496.6 萬 | 0.95% | +858+3.8% | 加碼 |
| Calamos Wealth Management LLC | 23,546 | $496.5 萬 | 0.26% | −1,392−5.6% | 減碼 |
| Symmetry Investments LP | 23,535 | $496.3 萬 | 1.05% | −3,870−14.1% | 減碼 |
| IMA Wealth, Inc. | 23,529 | $496.1 萬 | 1.08% | +719+3.2% | 加碼 |
| West Michigan Advisors, LLC | 23,523 | $496.0 萬 | 1.50% | +289+1.2% | 加碼 |
| Monetta Financial Services Inc | 23,500 | $495.5 萬 | 4.22% | −1,500−6.0% | 減碼 |
| Strategic Investment Advisors | 23,463 | $494.7 萬 | 0.54% | +351+1.5% | 加碼 |
| Long Run Wealth Advisors, LLC | 23,450 | $494.5 萬 | 1.16% | −1,003−4.1% | 減碼 |
| Legacy CG, LLC | 23,426 | $494.0 萬 | 1.62% | −7,592−24.5% | 減碼 |
| Sargent Investment Group, LLC | 23,408 | $493.6 萬 | 0.89% | +2,322+11.0% | 加碼 |
| Seascape Capital Management | 23,375 | $492.9 萬 | 1.76% | −367−1.5% | 減碼 |
| WD Rutherford LLC | 23,361 | $492.6 萬 | 2.41% | −41−0.2% | 減碼 |
| Mountain Pacific Investment Advisers Inc | 23,357 | $492.5 萬 | 0.34% | −1,111−4.5% | 減碼 |
| Studio Investment Management LLC | 23,341 | $492.2 萬 | 1.03% | −677−2.8% | 減碼 |
| Trifecta Capital Advisors, LLC | 23,338 | $492.1 萬 | 1.03% | +137+0.6% | 加碼 |
| Plante Moran Financial Advisors, LLC | 23,333 | $492.0 萬 | 0.42% | +8,129+53.5% | 加碼 |
| Blume Capital Management, Inc. | 23,327 | $491.9 萬 | 1.11% | −235−1.0% | 減碼 |
| Simon Quick Advisors, LLC | 23,318 | $491.7 萬 | 0.31% | +3,264+16.3% | 加碼 |
| Occidental Asset Management, LLC | 23,190 | $489.0 萬 | 0.79% | +1,356+6.2% | 加碼 |
| Burney Co | 23,186 | $488.9 萬 | 0.17% | +4,019+21.0% | 加碼 |
| O'Rourke & Company, Inc | 23,150 | $488.1 萬 | 2.44% | +170+0.7% | 加碼 |
| Central Valley Advisors, LLC | 23,102 | $487.1 萬 | 2.75% | +151+0.7% | 加碼 |
| Key Financial Inc | 23,034 | $485.7 萬 | 1.07% | +33+0.1% | 加碼 |
| Pavion Blue Capital, LLC | 23,033 | $485.7 萬 | 2.26% | −37−0.2% | 減碼 |
| Certified Advisory Corp | 23,012 | $485.2 萬 | 0.54% | +234+1.0% | 加碼 |
| Transatlantique Private Wealth LLC | 23,012 | $485.2 萬 | 1.87% | +284+1.2% | 加碼 |
| Advisors Management Group Inc | 22,978 | $484.5 萬 | 1.14% | +100+0.4% | 加碼 |