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 |
|---|---|---|---|---|---|
| La Banque Postale Asset Management SA | 199,510 | $4,207 萬 | 0.63% | −6,006−2.9% | 減碼 |
| Maple Capital Management, Inc. | 199,146 | $4,199 萬 | 3.20% | +1,214+0.6% | 加碼 |
| HighPoint Advisor Group LLC | 198,769 | $4,191 萬 | 2.44% | −15,574−7.3% | 減碼 |
| Oakworth Capital, Inc. | 198,553 | $4,187 萬 | 2.90% | −6,623−3.2% | 減碼 |
| Applied Finance Capital Management, LLC | 198,456 | $4,185 萬 | 1.79% | −7,475−3.6% | 減碼 |
| Meitav Dash Investments Ltd | 197,551 | $4,182 萬 | 0.70% | −107,948−35.3% | 減碼 |
| Kentucky Retirement Systems | 198,210 | $4,179 萬 | 1.23% | −18,188−8.4% | 減碼 |
| Brinker Capital Investments, LLC | 197,642 | $4,167 萬 | 0.42% | −1,297−0.7% | 減碼 |
| Orion Portfolio Solutions, LLC | 197,642 | $4,167 萬 | 0.42% | −1,297−0.7% | 減碼 |
| Meridian Wealth Management, LLC | 197,560 | $4,166 萬 | 2.05% | +3,884+2.0% | 加碼 |
| Erste Asset Management GmbH | 195,153 | $4,111 萬 | 0.49% | −2,500−1.3% | 減碼 |
| Washington Trust Co | 194,828 | $4,108 萬 | 1.44% | −6,695−3.3% | 減碼 |
| First National Trust Co | 194,363 | $4,098 萬 | 1.58% | −1,350−0.7% | 減碼 |
| Natixis Investment Managers International | 194,110 | $4,093 萬 | 2.93% | −31,980−14.1% | 減碼 |
| Congress Wealth Management LLC | 194,018 | $4,091 萬 | 0.55% | +28,722+17.4% | 加碼 |
| Moody Lynn & Lieberson, LLC | 193,872 | $4,088 萬 | 2.52% | +548+0.3% | 加碼 |
| Fort Pitt Capital Group, LLC | 191,626 | $4,041 萬 | 1.14% | −4,706−2.4% | 減碼 |
| St Germain D J Co Inc | 191,162 | $4,031 萬 | 1.85% | −2,374−1.2% | 減碼 |
| Conning Inc. | 191,091 | $4,029 萬 | 1.33% | −5,568−2.8% | 減碼 |
| Pictet & Cie (Europe) SA | 190,953 | $4,026 萬 | 0.95% | 00.0% | 不變 |
| Pensionmark Financial Group, LLC | 190,752 | $4,022 萬 | 1.26% | +121,819+176.7% | 加碼 |
| Dakota Wealth Management | 189,774 | $4,002 萬 | 0.91% | +7,253+4.0% | 加碼 |
| Rockland Trust Co | 189,526 | $3,996 萬 | 1.97% | −5,434−2.8% | 減碼 |
| Estabrook Capital Management | 189,323 | $3,992 萬 | 5.95% | −1,814−0.9% | 減碼 |
| Thomasville National Bank | 188,626 | $3,977 萬 | 2.95% | −15,368−7.5% | 減碼 |
| LMCG Investments, LLC | 187,693 | $3,958 萬 | 2.38% | −4,949−2.6% | 減碼 |
| Silvercrest Asset Management Group LLC | 187,292 | $3,949 萬 | 0.27% | −1,243−0.7% | 減碼 |
| Smith, Salley & Associates | 186,900 | $3,941 萬 | 2.58% | +4,633+2.5% | 加碼 |
| Segall Bryant & Hamill, LLC | 184,622 | $3,893 萬 | 0.53% | +27,503+17.5% | 加碼 |
| Capital International Ltd | 184,514 | $3,891 萬 | 1.68% | −421−0.2% | 減碼 |
| Mizuho Securities USA LLC | 184,494 | $3,890 萬 | 0.84% | −36,919−16.7% | 減碼 |
| Payden & Rygel | 184,050 | $3,881 萬 | 2.99% | +600+0.3% | 加碼 |
| Abrams Bison Investments, LLC | 184,000 | $3,880 萬 | 3.35% | 00.0% | 不變 |
| Fort Washington Investment Advisors Inc | 182,589 | $3,850 萬 | 0.23% | −590.0% | 減碼 |
| Nippon Life Global Investors Americas, Inc. | 182,560 | $3,849 萬 | 1.65% | −46,460−20.3% | 減碼 |
| Cornerstone Investment Partners, LLC | 181,333 | $3,824 萬 | 1.89% | −67,886−27.2% | 減碼 |
| Highland Capital Management, LLC | 180,911 | $3,815 萬 | 2.18% | −9,425−5.0% | 減碼 |
| Central Securities Corp | 180,000 | $3,795 萬 | 3.68% | −20,000−10.0% | 減碼 |
| Levin Capital Strategies, L.P. | 179,880 | $3,793 萬 | 3.67% | −1,453−0.8% | 減碼 |
| Hartford Investment Management Co | 179,073 | $3,776 萬 | 1.24% | −4,922−2.7% | 減碼 |
| Equitable Holdings, Inc. | 177,867 | $3,751 萬 | 0.36% | −3,160−1.7% | 減碼 |
| American Assets Investment Management, LLC | 177,600 | $3,745 萬 | 3.28% | 00.0% | 不變 |
| NS Partners Ltd | 176,661 | $3,725 萬 | 1.57% | +1,289+0.7% | 加碼 |
| KCM Investment Advisors LLC | 176,033 | $3,712 萬 | 1.26% | −248−0.1% | 減碼 |
| Private Wealth Partners, LLC | 175,392 | $3,698 萬 | 2.95% | −51,910−22.8% | 減碼 |
| Blue Chip Partners, Inc. | 174,980 | $3,690 萬 | 3.21% | −3,914−2.2% | 減碼 |
| Atria Wealth Solutions, Inc. | 174,675 | $3,683 萬 | 0.40% | −6,898−3.8% | 減碼 |
| Gradient Investments LLC | 173,992 | $3,669 萬 | 0.76% | −22,483−11.4% | 減碼 |
| Chesley Taft & Associates LLC | 173,332 | $3,655 萬 | 1.74% | −32,614−15.8% | 減碼 |
| Fishman Jay A Ltd | 171,932 | $3,625 萬 | 3.60% | −136−0.1% | 減碼 |
| Community Trust & Investment Co | 171,854 | $3,624 萬 | 2.30% | +3,847+2.3% | 加碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 171,464 | $3,616 萬 | 2.06% | +2,169+1.3% | 加碼 |
| Central Trust Co | 170,903 | $3,604 萬 | 0.84% | −4,433−2.5% | 減碼 |
| Cornerstone Advisors, LLC | 170,700 | $3,599 萬 | 1.42% | +14,800+9.5% | 加碼 |
| Randolph Co Inc | 170,423 | $3,594 萬 | 4.18% | −430.0% | 減碼 |
| Independent Advisor Alliance | 170,319 | $3,591 萬 | 1.31% | −3,312−1.9% | 減碼 |
| Anchor Capital Advisors LLC | 169,822 | $3,581 萬 | 0.95% | −4,868−2.8% | 減碼 |
| Northeast Financial Consultants Inc | 169,675 | $3,578 萬 | 1.56% | +740.0% | 加碼 |
| Allen Investment Management LLC | 169,431 | $3,573 萬 | 0.42% | 00.0% | 不變 |
| Chartwell Investment Partners, LLC | 169,325 | $3,570 萬 | 1.23% | −22,191−11.6% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 168,860 | $3,559 萬 | 1.91% | +47,376+39.0% | 加碼 |
| TownSquare Capital, LLC | 167,232 | $3,526 萬 | 0.42% | −15,395−8.4% | 減碼 |
| Matrix Asset Advisors Inc | 166,791 | $3,517 萬 | 3.91% | −14,267−7.9% | 減碼 |
| Farmers & Merchants Investments Inc | 166,561 | $3,512 萬 | 1.09% | +2,236+1.4% | 加碼 |
| Barrow Hanley Mewhinney & Strauss LLC | 166,299 | $3,507 萬 | 0.11% | −19,341−10.4% | 減碼 |
| Perfromance Wealth Partners, LLC | 165,601 | $3,492 萬 | 1.20% | +9,737+6.2% | 加碼 |
| Maryland State Retirement & Pension System | 164,808 | $3,475 萬 | 0.73% | −58,616−26.2% | 減碼 |
| Sandy Spring Bank | 164,756 | $3,474 萬 | 1.43% | −537−0.3% | 減碼 |
| RSM US Wealth Management LLC | 166,026 | $3,437 萬 | 0.50% | +21,308+14.7% | 加碼 |
| HB Wealth Management, LLC | 162,915 | $3,435 萬 | 0.37% | +2,686+1.7% | 加碼 |
| Private Management Group Inc | 162,040 | $3,417 萬 | 1.20% | −25,982−13.8% | 減碼 |
| First Citizens Bank & Trust Co | 162,013 | $3,416 萬 | 0.75% | −5,300−3.2% | 減碼 |
| Madison Asset Management, LLC | 161,933 | $3,415 萬 | 0.38% | −14,232−8.1% | 減碼 |
| Rakuten Investment Management, Inc. | 161,700 | $3,404 萬 | 0.20% | +39,424+32.2% | 加碼 |
| National Mutual Insurance Federation of Agricultural Cooperatives | 160,900 | $3,393 萬 | 0.31% | 00.0% | 不變 |
| Marco Investment Management LLC | 160,354 | $3,381 萬 | 2.92% | −113−0.1% | 減碼 |
| Louisiana State Employees Retirement System | 160,200 | $3,378 萬 | 0.62% | −2,300−1.4% | 減碼 |
| Eagle Global Advisors LLC | 159,962 | $3,373 萬 | 1.67% | −777−0.5% | 減碼 |
| Metis Global Partners, LLC | 159,728 | $3,368 萬 | 1.05% | +3,184+2.0% | 加碼 |
| First National Bank of Omaha | 159,056 | $3,354 萬 | 2.14% | −15,649−9.0% | 減碼 |
| Atlantic Union Bankshares Corp | 158,648 | $3,345 萬 | 1.94% | −520−0.3% | 減碼 |
| Hantz Financial Services, Inc. | 158,044 | $3,333 萬 | 0.59% | −5,165−3.2% | 減碼 |
| Fukoku Mutual Life Insurance Co | 157,730 | $3,326 萬 | 2.38% | −6,187−3.8% | 減碼 |
| Stonebridge Capital Advisors LLC | 157,383 | $3,319 萬 | 2.71% | +164+0.1% | 加碼 |
| Securian Asset Management, Inc | 157,361 | $3,318 萬 | 0.96% | −7,762−4.7% | 減碼 |
| MMBG Investment Advisors Co. | 156,582 | $3,302 萬 | 3.45% | −188−0.1% | 減碼 |
| Jane Street Group, LLC | 156,447 | $3,299 萬 | 0.05% | −1,254,774−88.9% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 154,708 | $3,262 萬 | 0.82% | −38,407−19.9% | 減碼 |
| Rothschild Investment LLC | 154,209 | $3,252 萬 | 2.13% | −2,723−1.7% | 減碼 |
| Oak Associates, Ltd | 153,523 | $3,237 萬 | 2.18% | −1,452−0.9% | 減碼 |
| Prospera Financial Services Inc | 153,395 | $3,236 萬 | 0.83% | +10,172+7.1% | 加碼 |
| Wilsey Asset Management Inc | 152,812 | $3,222 萬 | 5.91% | −576−0.4% | 減碼 |
| South State Corp. | 152,473 | $3,215 萬 | 2.22% | −81−0.1% | 減碼 |
| GYL Financial Synergies, LLC | 152,385 | $3,213 萬 | 2.42% | −2,686−1.7% | 減碼 |
| Vestor Capital, LLC | 151,286 | $3,190 萬 | 2.51% | +27,200+21.9% | 加碼 |
| Franklin Street Advisors Inc | 151,169 | $3,188 萬 | 2.15% | −386−0.3% | 減碼 |
| Carret Asset Management, LLC | 150,292 | $3,169 萬 | 3.44% | −1,023−0.7% | 減碼 |
| FineMark National Bank & Trust | 150,176 | $3,167 萬 | 1.10% | +2,916+2.0% | 加碼 |
| Prime Capital Investment Advisors, LLC | 149,919 | $3,161 萬 | 0.45% | +15,447+11.5% | 加碼 |
| Appleton Partners Inc | 149,436 | $3,151 萬 | 2.32% | −3,757−2.5% | 減碼 |