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 |
|---|---|---|---|---|---|
| Lockheed Martin Investment Management Co | 286,400 | $6,039 萬 | 2.80% | +162,210+130.6% | 加碼 |
| Andra AP-fonden | 285,900 | $6,028 萬 | 0.89% | +15,900+5.9% | 加碼 |
| Spears Abacus Advisors LLC | 284,189 | $5,992 萬 | 1.18% | −1,945−0.7% | 減碼 |
| Sequoia Financial Advisors, LLC | 283,286 | $5,973 萬 | 0.64% | +17,873+6.7% | 加碼 |
| Nicholas Company, Inc. | 282,350 | $5,954 萬 | 0.97% | −6,820−2.4% | 減碼 |
| Achmea Investment Management B.V. | 281,480 | $5,935 萬 | 0.98% | −9,186−3.2% | 減碼 |
| Ieq Capital, LLC | 280,335 | $5,911 萬 | 0.73% | +10,089+3.7% | 加碼 |
| Tocqueville Asset Management L.P. | 279,076 | $5,885 萬 | 0.92% | −1,730−0.6% | 減碼 |
| Vontobel Holding Ltd. | 278,989 | $5,883 萬 | 0.19% | −3,008−1.1% | 減碼 |
| Roffman Miller Associates Inc | 276,843 | $5,838 萬 | 3.56% | −1,438−0.5% | 減碼 |
| Lido Advisors, LLC | 273,105 | $5,759 萬 | 0.43% | −33,296−10.9% | 減碼 |
| Elo Mutual Pension Insurance Co | 272,921 | $5,755 萬 | 1.23% | +27,368+11.1% | 加碼 |
| Wealthfront Advisers LLC | 272,416 | $5,744 萬 | 0.18% | +1,507+0.6% | 加碼 |
| Seizert Capital Partners, LLC | 271,995 | $5,735 萬 | 2.59% | −65,487−19.4% | 減碼 |
| North Star Investment Management Corp. | 271,642 | $5,728 萬 | 3.96% | −6,339−2.3% | 減碼 |
| Allworth Financial LP | 271,337 | $5,721 萬 | 0.35% | −6,080−2.2% | 減碼 |
| Prudential PLC | 270,520 | $5,704 萬 | 0.29% | +20,285+8.1% | 加碼 |
| Beacon Investment Advisory Services, Inc. | 269,477 | $5,682 萬 | 2.36% | −1,041−0.4% | 減碼 |
| Atria Investments LLC | 267,271 | $5,636 萬 | 0.70% | −7,417−2.7% | 減碼 |
| Adams Diversified Equity Fund, Inc. | 262,963 | $5,545 萬 | 2.04% | −41,400−13.6% | 減碼 |
| Deprince Race & Zollo Inc | 262,258 | $5,530 萬 | 1.06% | −3,341−1.3% | 減碼 |
| Bowen Hanes & Co Inc | 260,657 | $5,496 萬 | 1.44% | +224,677+624.4% | 加碼 |
| Quantinno Capital Management LP | 260,287 | $5,488 萬 | 0.71% | +84,437+48.0% | 加碼 |
| Capitolis Liquid Global Markets LLC | 259,500 | $5,472 萬 | 0.58% | −3,100−1.2% | 減碼 |
| United Services Automobile Association | 257,734 | $5,435 萬 | 1.39% | −71,620−21.7% | 減碼 |
| Kimelman & Baird, LLC | 256,612 | $5,411 萬 | 4.32% | −2,001−0.8% | 減碼 |
| Renaissance Technologies LLC | 254,865 | $5,374 萬 | 0.08% | +254,865 | 新進 |
| Markel Group Inc.大師馬克爾集團 | 252,550 | $5,325 萬 | 0.48% | 00.0% | 不變 |
| Migdal Insurance & Financial Holdings Ltd. | 252,535 | $5,325 萬 | 0.86% | +330.0% | 加碼 |
| Daymark Wealth Partners, LLC | 352,000 | $5,324 萬 | 2.25% | +1,997+0.6% | 加碼 |
| iA Global Asset Management Inc. | 251,393 | $5,301 萬 | 0.93% | −13,223−5.0% | 減碼 |
| Clearstead Advisors, LLC | 250,405 | $5,280 萬 | 0.82% | +1,538+0.6% | 加碼 |
| Polar Capital Holdings Plc | 249,943 | $5,270 萬 | 0.31% | +17,963+7.7% | 加碼 |
| Stratos Wealth Partners, LTD. | 249,556 | $5,262 萬 | 0.76% | +29,360+13.3% | 加碼 |
| ZWJ Investment Counsel Inc | 246,467 | $5,197 萬 | 2.12% | −2,117−0.9% | 減碼 |
| Foundry Partners, LLC | 246,265 | $5,193 萬 | 2.57% | −1,501−0.6% | 減碼 |
| Sanibel Captiva Trust Company, Inc. | 246,049 | $5,188 萬 | 1.66% | +866+0.4% | 加碼 |
| Oregon Public Employees Retirement Fund | 243,474 | $5,134 萬 | 0.96% | −3,200−1.3% | 減碼 |
| Sculptor Capital LP | 243,300 | $5,130 萬 | 1.02% | −243,000−50.0% | 減碼 |
| Alpha Cubed Investments, LLC | 243,172 | $5,128 萬 | 2.28% | +62,220+34.4% | 加碼 |
| Argent Capital Management LLC | 242,709 | $5,118 萬 | 1.42% | −4,757−1.9% | 減碼 |
| Crestwood Advisors Group LLC | 242,624 | $5,116 萬 | 0.98% | −6,084−2.4% | 減碼 |
| McDonald Capital Investors Inc | 241,505 | $5,092 萬 | 3.13% | −5,167−2.1% | 減碼 |
| Ceredex Value Advisors LLC | 240,256 | $5,066 萬 | 0.99% | −58,879−19.7% | 減碼 |
| Country Trust Bank | 240,069 | $5,062 萬 | 1.24% | −16,881−6.6% | 減碼 |
| Allianz SE | 239,294 | $5,046 萬 | 1.36% | −5,117−2.1% | 減碼 |
| First Horizon Advisors, Inc. | 239,266 | $5,045 萬 | 1.40% | −3,501−1.4% | 減碼 |
| Sabal Trust CO | 238,313 | $5,025 萬 | 2.73% | −10,120−4.1% | 減碼 |
| Destination Wealth Management | 238,123 | $5,021 萬 | 1.56% | −6,190−2.5% | 減碼 |
| Martingale Asset Management L P | 237,988 | $5,018 萬 | 1.15% | +124,242+109.2% | 加碼 |
| Aptus Capital Advisors, LLC | 236,760 | $4,992 萬 | 0.76% | +30,082+14.6% | 加碼 |
| Busey Wealth Management | 236,365 | $4,984 萬 | 1.63% | −3,351−1.4% | 減碼 |
| Cambiar Investors LLC | 236,111 | $4,979 萬 | 1.92% | −5,098−2.1% | 減碼 |
| Modera Wealth Management, LLC | 235,776 | $4,972 萬 | 0.63% | −6,468−2.7% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 234,686 | $4,949 萬 | 0.24% | −327,666−58.3% | 減碼 |
| Squarepoint Ops LLC | 234,514 | $4,945 萬 | 0.16% | +20,766+9.7% | 加碼 |
| First Manhattan Co | 233,910 | $4,932 萬 | 0.15% | −2,009−0.9% | 減碼 |
| Salem Investment Counselors Inc | 233,282 | $4,919 萬 | 1.48% | +2,833+1.2% | 加碼 |
| Moran Wealth Management, LLC | 233,262 | $4,919 萬 | 1.51% | −480−0.2% | 減碼 |
| Johnson Investment Counsel Inc | 232,838 | $4,910 萬 | 0.48% | +6,067+2.7% | 加碼 |
| NorthCrest Asset Manangement, LLC | 231,172 | $4,874 萬 | 1.47% | +2,116+0.9% | 加碼 |
| Pacer Advisors, Inc. | 230,335 | $4,857 萬 | 0.10% | −8,022−3.4% | 減碼 |
| Mediolanum International Funds Ltd | 230,287 | $4,840 萬 | 0.68% | +699+0.3% | 加碼 |
| Gamco Investors, Inc. Et Al | 228,995 | $4,829 萬 | 0.49% | −8,745−3.7% | 減碼 |
| BNP Paribas | 226,563 | $4,768 萬 | 1.98% | +6,497+3.0% | 加碼 |
| Gulf International Bank (UK) Ltd | 225,999 | $4,765 萬 | 1.22% | −9,995−4.2% | 減碼 |
| Villere St Denis J & Co LLC | 224,839 | $4,741 萬 | 3.87% | −2,122−0.9% | 減碼 |
| Baker Avenue Asset Management, LP | 220,950 | $4,659 萬 | 1.48% | −1,985−0.9% | 減碼 |
| Ingalls & Snyder LLC | 219,599 | $4,631 萬 | 1.82% | −11,264−4.9% | 減碼 |
| Wharton Business Group, LLC | 218,755 | $4,613 萬 | 2.07% | +22,131+11.3% | 加碼 |
| Hosking Partners LLP | 218,732 | $4,612 萬 | 1.78% | −40,322−15.6% | 減碼 |
| Hancock Whitney Corp | 218,682 | $4,611 萬 | 1.49% | −7,416−3.3% | 減碼 |
| Venture Visionary Partners LLC | 218,119 | $4,599 萬 | 2.00% | +1,640+0.8% | 加碼 |
| Capital Investment Advisors, LLC | 217,861 | $4,594 萬 | 0.95% | +1,848+0.9% | 加碼 |
| Lazard Asset Management LLC | 215,964 | $4,554 萬 | 0.06% | −38,943−15.3% | 減碼 |
| Polaris Capital Management, LLC | 215,351 | $4,541 萬 | 2.24% | −1,900−0.9% | 減碼 |
| Heritage Investors Management Corp | 214,400 | $4,521 萬 | 1.51% | −5,639−2.6% | 減碼 |
| Crossmark Global Holdings, Inc. | 213,660 | $4,505 萬 | 0.80% | +1,951+0.9% | 加碼 |
| Nexus Investment Management ULC | 213,287 | $4,497 萬 | 4.41% | −29,910−12.3% | 減碼 |
| Chilton Capital Management LLC | 212,896 | $4,489 萬 | 1.87% | +6,518+3.2% | 加碼 |
| Mill Capital Management, LLC | 212,680 | $4,485 萬 | 3.51% | −363−0.2% | 減碼 |
| Illinois Municipal Retirement Fund | 212,536 | $4,482 萬 | 0.64% | +13,288+6.7% | 加碼 |
| FreeGulliver LLC | 212,269 | $4,476 萬 | 26.58% | −660.0% | 減碼 |
| Howard Capital Management Group, LLC | 211,336 | $4,456 萬 | 3.13% | −1,474−0.7% | 減碼 |
| Trust Co of Vermont | 210,843 | $4,446 萬 | 2.23% | +3,051+1.5% | 加碼 |
| Klingenstein Fields & Co LP | 210,652 | $4,442 萬 | 1.77% | −763−0.4% | 減碼 |
| Main Street Research LLC | 210,557 | $4,440 萬 | 2.79% | +6,005+2.9% | 加碼 |
| Taurus Asset Management, LLC | 208,274 | $4,392 萬 | 4.27% | −345−0.2% | 減碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 205,193 | $4,327 萬 | 1.36% | −36,625−15.1% | 減碼 |
| Northeast Investment Management | 203,656 | $4,294 萬 | 1.92% | −466−0.2% | 減碼 |
| Clifford Swan Investment Counsel LLC | 203,444 | $4,290 萬 | 1.52% | −4,515−2.2% | 減碼 |
| Howe & Rusling Inc | 202,861 | $4,278 萬 | 3.68% | +8,709+4.5% | 加碼 |
| Kempen Capital Management N.V. | 201,985 | $4,259 萬 | 0.43% | +2,352+1.2% | 加碼 |
| Jupiter Asset Management Ltd | 201,633 | $4,252 萬 | 0.37% | −33,727−14.3% | 減碼 |
| GW&K Investment Management, LLC | 201,374 | $4,246 萬 | 0.36% | +83,095+70.3% | 加碼 |
| SpiderRock Advisors, LLC | 200,974 | $4,238 萬 | 0.91% | +51,791+34.7% | 加碼 |
| WestEnd Advisors, LLC | 200,799 | $4,234 萬 | 1.04% | +200,728+282,715.5% | 加碼 |
| Braun Stacey Associates Inc | 200,068 | $4,219 萬 | 1.60% | −2,689−1.3% | 減碼 |
| MUFG Securities EMEA plc | 199,999 | $4,217 萬 | 1.73% | −250,000−55.6% | 減碼 |
| Clear Street LLC | 200,000 | $4,217 萬 | 0.98% | 00.0% | 不變 |