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 5,157 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
- 4,216
- 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 1,868 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 | 5,157 | $6,437 億 |
| 2026 年第 1 季 | 5,103 | $5,721 億 |
| 2025 年第 4 季 | 5,155 | $6,395 億 |
| 2025 年第 3 季 | 4,766 | $6,180 億 |
| 2025 年第 2 季 | 4,753 | $5,824 億 |
| 2025 年第 1 季 | 4,680 | $4,946 億 |
| 2024 年第 4 季 | 4,680 | $4,900 億 |
| 2024 年第 3 季 | 4,216 | $4,294 億 |
| 2024 年第 2 季 | 4,182 | $4,162 億 |
| 2024 年第 1 季 | 4,121 | $4,145 億 |
| 2023 年第 4 季 | 4,002 | $3,518 億 |
| 2023 年第 3 季 | 3,711 | $2,970 億 |
| 2023 年第 2 季 | 3,673 | $2,976 億 |
| 2023 年第 1 季 | 3,613 | $2,663 億 |
| 2022 年第 4 季 | 3,629 | $2,783 億 |
| 2022 年第 3 季 | 3,396 | $2,129 億 |
| 2022 年第 2 季 | 3,428 | $2,293 億 |
| 2022 年第 1 季 | 3,520 | $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 |
|---|---|---|---|---|---|
| Beck Mack & Oliver LLC | 428,734 | $9,040 萬 | 1.76% | −1,380−0.3% | 減碼 |
| Stock Yards Bank & Trust Co | 427,305 | $9,010 萬 | 2.90% | −9,166−2.1% | 減碼 |
| Cooke & Bieler LP | 426,509 | $8,993 萬 | 0.82% | −10,805−2.5% | 減碼 |
| Glenview Trust Co | 418,320 | $8,821 萬 | 1.70% | −2,714−0.6% | 減碼 |
| Xponance, Inc. | 413,551 | $8,720 萬 | 0.84% | −2,351−0.6% | 減碼 |
| D.A. Davidson & Co. | 410,413 | $8,654 萬 | 0.71% | +507+0.1% | 加碼 |
| Yousif Capital Management, LLC | 409,497 | $8,635 萬 | 0.94% | −9,508−2.3% | 減碼 |
| Federated Hermes, Inc. | 408,965 | $8,623 萬 | 0.19% | −57,294−12.3% | 減碼 |
| Waverton Investment Management Ltd | 408,819 | $8,616 萬 | 1.41% | +85,361+26.4% | 加碼 |
| RMB Capital Management, LLC | 408,492 | $8,613 萬 | 1.96% | +1,856+0.5% | 加碼 |
| Border to Coast Pensions Partnership Ltd | 407,516 | $8,568 萬 | 1.75% | −1,413−0.3% | 減碼 |
| E. Ohman J:or Asset Management AB | 406,133 | $8,564 萬 | 2.12% | +3,359+0.8% | 加碼 |
| Berkshire Asset Management LLC | 419,868 | $8,492 萬 | 4.32% | 00.0% | 不變 |
| Guidance Point Advisors, LLC | 401,698 | $8,470 萬 | 24.73% | −450.0% | 減碼 |
| Hardy Reed LLC | 400,929 | $8,454 萬 | 7.57% | +1280.0% | 加碼 |
| Gabelli Funds LLC | 400,650 | $8,448 萬 | 0.61% | −30,497−7.1% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 400,645 | $8,448 萬 | 1.46% | −3,030−0.8% | 減碼 |
| Investment Management Corp of Ontario | 400,225 | $8,439 萬 | 1.88% | −149,238−27.2% | 減碼 |
| M&G Plc | 398,102 | $8,400 萬 | 0.43% | +11,181+2.9% | 加碼 |
| HRT Financial LP | 397,893 | $8,390 萬 | 0.42% | −8,746−2.2% | 減碼 |
| Associated Banc-Corp | 395,886 | $8,348 萬 | 2.45% | −2,357−0.6% | 減碼 |
| Man Group plc | 393,113 | $8,289 萬 | 0.23% | −336,384−46.1% | 減碼 |
| Cullen/Frost Bankers, Inc. | 390,639 | $8,237 萬 | 1.12% | −2,094−0.5% | 減碼 |
| Beacon Pointe Advisors, LLC | 390,200 | $8,228 萬 | 0.95% | −4,768−1.2% | 減碼 |
| Park National Corp | 389,639 | $8,216 萬 | 2.88% | −28,543−6.8% | 減碼 |
| TCTC Holdings, LLC | 388,530 | $8,193 萬 | 2.77% | +3,315+0.9% | 加碼 |
| Becker Capital Management Inc | 388,080 | $8,183 萬 | 2.66% | −2,542−0.7% | 減碼 |
| Zurich Insurance Group Ltd | 386,419 | $8,148 萬 | 0.69% | −534,993−58.1% | 減碼 |
| Pinnacle Associates Ltd | 478,369 | $8,137 萬 | 1.40% | +21,355+4.7% | 加碼 |
| United Capital Financial Advisers, LLC | 382,120 | $8,057 萬 | 0.66% | −5,546−1.4% | 減碼 |
| New York Life Investment Management LLC | 379,281 | $7,998 萬 | 0.78% | −14,961−3.8% | 減碼 |
| ABN AMRO Bank N.V. | 379,324 | $7,935 萬 | 1.09% | +22,106+6.2% | 加碼 |
| Mutual of America Capital Management LLC | 375,858 | $7,925 萬 | 0.83% | −16,658−4.2% | 減碼 |
| NewEdge Wealth, LLC | 374,653 | $7,900 萬 | 1.43% | +72,246+23.9% | 加碼 |
| Manning & Napier Advisors LLC | 374,638 | $7,900 萬 | 0.87% | −58,746−13.6% | 減碼 |
| Prio Wealth Limited Partnership | 372,238 | $7,849 萬 | 2.30% | −21,938−5.6% | 減碼 |
| Raymond James Trust N.A. | 370,344 | $7,809 萬 | 1.70% | +6,722+1.8% | 加碼 |
| Stephens Inc | 367,430 | $7,748 萬 | 1.10% | +81,467+28.5% | 加碼 |
| Smith Chas P & Associates Pa Cpas | 366,304 | $7,724 萬 | 4.35% | −14,580−3.8% | 減碼 |
| Vaughan David Investments LLC | 366,130 | $7,720 萬 | 1.78% | −3,036−0.8% | 減碼 |
| CWM, LLC | 364,410 | $7,684 萬 | 0.33% | +22,748+6.7% | 加碼 |
| Bryn Mawr Trust Co | 363,152 | $7,657 萬 | 1.37% | +132,987+57.8% | 加碼 |
| Waters Parkerson & Co., LLC | 360,850 | $7,609 萬 | 3.86% | −5,310−1.5% | 減碼 |
| Oppenheimer & Co Inc | 359,551 | $7,581 萬 | 1.16% | −731−0.2% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 355,778 | $7,502 萬 | 0.24% | −6,468−1.8% | 減碼 |
| Fullerton Fund Management Co Ltd. | 355,589 | $7,498 萬 | 3.15% | +67,594+23.5% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 354,189 | $7,468 萬 | 0.74% | +45,772+14.8% | 加碼 |
| B. Metzler seel. Sohn & Co. Holding AG | 354,189 | $7,468 萬 | 0.74% | +354,189 | 新進 |
| Principle Wealth Partners LLC | 352,720 | $7,437 萬 | 5.27% | −1,146−0.3% | 減碼 |
| Carnegie Capital Asset Management, LLC | 351,681 | $7,416 萬 | 2.18% | −484−0.1% | 減碼 |
| AE Wealth Management LLC | 351,198 | $7,405 萬 | 0.67% | −88,201−20.1% | 減碼 |
| Consulta Ltd | 350,000 | $7,380 萬 | 4.56% | −150,000−30.0% | 減碼 |
| Todd Asset Management LLC | 349,223 | $7,364 萬 | 1.71% | +100,802+40.6% | 加碼 |
| RNC Capital Management LLC | 363,669 | $7,356 萬 | 4.08% | 00.0% | 不變 |
| Groupama Asset Managment | 429,014 | $7,263 萬 | 1.89% | +30,867+7.8% | 加碼 |
| Flputnam Investment Management Co | 337,194 | $7,231 萬 | 1.31% | −4,040−1.2% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 342,478 | $7,221 萬 | 0.23% | −39,749−10.4% | 減碼 |
| Davis R M Inc | 341,073 | $7,192 萬 | 1.39% | −3,704−1.1% | 減碼 |
| Donaldson Capital Management, LLC | 339,481 | $7,158 萬 | 2.75% | +3,495+1.0% | 加碼 |
| Barr E S & Co | 339,096 | $7,150 萬 | 4.46% | −25,598−7.0% | 減碼 |
| MAI Capital Management | 338,479 | $7,137 萬 | 0.68% | −18,656−5.2% | 減碼 |
| Henshaw Capital LLC | 337,139 | $7,109 萬 | 2.98% | 00.0% | 不變 |
| Guggenheim Capital LLC | 335,736 | $7,079 萬 | 0.50% | −11,237−3.2% | 減碼 |
| Banco Santander, S.A. | 334,974 | $7,063 萬 | 0.83% | −15,621−4.5% | 減碼 |
| State of Alaska, Department of Revenue | 334,677 | $7,057 萬 | 0.75% | +13,440+4.2% | 加碼 |
| Ilmarinen Mutual Pension Insurance Co | 334,569 | $7,055 萬 | 0.77% | +15,800+5.0% | 加碼 |
| Marsico Capital Management LLC | 334,323 | $7,050 萬 | 1.97% | +334,323 | 新進 |
| Private Advisor Group, LLC | 332,742 | $7,045 萬 | 0.44% | −860.0% | 減碼 |
| HM Payson & Co | 329,755 | $6,953 萬 | 1.19% | +3,672+1.1% | 加碼 |
| Swiss Life Asset Management Ltd | 329,308 | $6,941 萬 | 0.79% | −57,620−14.9% | 減碼 |
| JustInvest LLC | 328,502 | $6,927 萬 | 1.12% | +37,019+12.7% | 加碼 |
| Miller Howard Investments Inc | 323,487 | $6,821 萬 | 2.10% | +24,893+8.3% | 加碼 |
| Quintet Private Bank (Europe) S.A. | 322,510 | $6,800 萬 | 3.89% | +45,373+16.4% | 加碼 |
| Mesirow Financial Investment Management, Inc. | 322,499 | $6,800 萬 | 1.32% | −2,334−0.7% | 減碼 |
| Fiduciary Trust Co | 320,930 | $6,767 萬 | 0.95% | +13,926+4.5% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 318,418 | $6,711 萬 | 1.29% | +168,411+112.3% | 加碼 |
| Citizens Financial Group Inc | 317,501 | $6,695 萬 | 1.35% | +16,643+5.5% | 加碼 |
| Avantax Advisory Services, Inc. | 313,730 | $6,615 萬 | 0.43% | +6,382+2.1% | 加碼 |
| Massmutual Trust Co FSB | 312,927 | $6,598 萬 | 1.88% | −498−0.2% | 減碼 |
| JTC Employer Solutions Trusteee Ltd | 311,631 | $6,568 萬 | 4.29% | −5,800−1.8% | 減碼 |
| Impax Asset Management Group plc | 311,084 | $6,560 萬 | 0.26% | −27,267−8.1% | 減碼 |
| Capital International Sarl | 310,966 | $6,557 萬 | 1.68% | +34,717+12.6% | 加碼 |
| Wesbanco Bank Inc | 309,420 | $6,524 萬 | 2.21% | −9,279−2.9% | 減碼 |
| Welch Group, LLC | 305,937 | $6,451 萬 | 2.80% | −3,126−1.0% | 減碼 |
| Synovus Financial Corp | 304,581 | $6,422 萬 | 0.74% | −2,727−0.9% | 減碼 |
| Searle & Co. | 304,242 | $6,415 萬 | 16.00% | +23,300+8.3% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 304,208 | $6,415 萬 | 0.14% | −24,122−7.3% | 減碼 |
| Ancora Advisors, LLC | 304,071 | $6,412 萬 | 1.46% | +2,930+1.0% | 加碼 |
| Dodge & Cox | 303,575 | $6,401 萬 | 0.04% | −4,340−1.4% | 減碼 |
| Meyer Handelman Co | 299,189 | $6,309 萬 | 2.13% | +9,473+3.3% | 加碼 |
| Badgley Phelps Wealth Managers, LLC | 298,812 | $6,301 萬 | 1.46% | +2,122+0.7% | 加碼 |
| Kestra Private Wealth Services, LLC | 297,729 | $6,278 萬 | 1.15% | +15,721+5.6% | 加碼 |
| Aristotle Atlantic Partners, LLC | 295,975 | $6,241 萬 | 1.94% | +6,522+2.3% | 加碼 |
| Whittier Trust Co of Nevada Inc | 295,061 | $6,222 萬 | 1.61% | −14,849−4.8% | 減碼 |
| Brandes Investment Partners, LP | 294,031 | $6,200 萬 | 0.70% | +2,194+0.8% | 加碼 |
| Worldquant Millennium Advisors LLC | 290,796 | $6,132 萬 | 0.45% | +175,649+152.5% | 加碼 |
| PGGM Investments | 290,167 | $6,119 萬 | 0.78% | +1,088+0.4% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 290,166 | $6,114 萬 | 0.61% | +77,894+36.7% | 加碼 |
| Bokf, NA | 297,560 | $6,107 萬 | 1.08% | −261−0.1% | 減碼 |
| Argent Trust Co | 286,995 | $6,052 萬 | 2.51% | −6,630−2.3% | 減碼 |