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 |
|---|---|---|---|---|---|
| Axxcess Wealth Management, LLC | 147,291 | $3,106 萬 | 0.78% | +7,452+5.3% | 加碼 |
| WSFS Capital Management, LLC | 147,191 | $3,104 萬 | 1.68% | −1,569−1.1% | 減碼 |
| Great Valley Advisor Group, Inc. | 147,061 | $3,101 萬 | 0.76% | +10,209+7.5% | 加碼 |
| Valeo Financial Advisors, LLC | 171,249 | $3,097 萬 | 0.88% | −1,279−0.7% | 減碼 |
| Bollard Group LLC | 146,557 | $3,090 萬 | 0.82% | +5,652+4.0% | 加碼 |
| Integrated Wealth Concepts LLC | 146,470 | $3,088 萬 | 0.38% | +2,189+1.5% | 加碼 |
| Lowe Brockenbrough & Co Inc | 146,167 | $3,082 萬 | 1.97% | −8,495−5.5% | 減碼 |
| Schwerin Boyle Capital Management Inc | 145,836 | $3,075 萬 | 3.22% | −10,480−6.7% | 減碼 |
| Advisory Services Network, LLC | 151,477 | $3,064 萬 | 0.63% | 00.0% | 不變 |
| Bridgeway Capital Management, LLC | 145,252 | $3,063 萬 | 0.66% | +2,083+1.5% | 加碼 |
| Wesleyan Assurance Society | 145,257 | $3,061 萬 | 2.43% | 00.0% | 不變 |
| Dixon Mitchell Investment Counsel Inc. | 144,932 | $3,056 萬 | 1.39% | +7,472+5.4% | 加碼 |
| First Fiduciary Investment Counsel, Inc. | 144,841 | $3,054 萬 | 6.12% | −2,455−1.7% | 減碼 |
| Snowden Capital Advisors LLC | 144,302 | $3,043 萬 | 0.91% | +1,753+1.2% | 加碼 |
| Savant Capital, LLC | 144,004 | $3,036 萬 | 0.25% | +20,559+16.7% | 加碼 |
| RiverFront Investment Group, LLC | 143,914 | $3,035 萬 | 0.71% | +19,401+15.6% | 加碼 |
| Abn Amro Investment Solutions | 143,622 | $3,028 萬 | 0.53% | −2,784−1.9% | 減碼 |
| NBT Bank N A | 143,028 | $3,016 萬 | 2.03% | −3,301−2.3% | 減碼 |
| Parsons Capital Management Inc | 142,653 | $3,008 萬 | 1.91% | −310−0.2% | 減碼 |
| NFJ Investment Group, LLC | 142,646 | $3,008 萬 | 0.88% | −4,561−3.1% | 減碼 |
| Janney Capital Management LLC | 142,204 | $2,999 萬 | 2.02% | −11,078−7.2% | 減碼 |
| Resources Investment Advisors, LLC. | 141,738 | $2,989 萬 | 0.34% | −2,850−2.0% | 減碼 |
| Benjamin Edwards Inc | 140,556 | $2,967 萬 | 0.43% | +113,781+425.0% | 加碼 |
| New Mexico Educational Retirement Board | 140,450 | $2,962 萬 | 1.00% | −5,200−3.6% | 減碼 |
| Manitou Investment Management Ltd. | 140,215 | $2,957 萬 | 5.62% | −27,995−16.6% | 減碼 |
| LaFleur & Godfrey LLC | 139,983 | $2,952 萬 | 4.07% | −8,304−5.6% | 減碼 |
| CBOE Vest Financial, LLC | 139,689 | $2,945 萬 | 0.57% | +24,085+20.8% | 加碼 |
| Toroso Investments, LLC | 139,509 | $2,942 萬 | 0.32% | +4,497+3.3% | 加碼 |
| Noesis Capital Mangement Corp | 139,207 | $2,935 萬 | 5.83% | +13,972+11.2% | 加碼 |
| Railway Pension Investments Ltd | 138,000 | $2,910 萬 | 0.35% | +15,400+12.6% | 加碼 |
| Kanawha Capital Management LLC | 137,310 | $2,895 萬 | 2.10% | +479+0.4% | 加碼 |
| Galvin, Gaustad & Stein, LLC | 137,291 | $2,895 萬 | 2.58% | −12,288−8.2% | 減碼 |
| Neville Rodie & Shaw Inc | 137,000 | $2,889 萬 | 2.13% | −6,898−4.8% | 減碼 |
| Palisade Capital Management LLC | 136,959 | $2,888 萬 | 0.77% | −4,121−2.9% | 減碼 |
| Dana Investment Advisors, Inc. | 136,859 | $2,886 萬 | 0.96% | +2,777+2.1% | 加碼 |
| Bailard, Inc. | 135,237 | $2,852 萬 | 0.74% | −704−0.5% | 減碼 |
| Patten & Patten Inc | 135,029 | $2,847 萬 | 1.89% | −2,796−2.0% | 減碼 |
| Penobscot Investment Management Company, Inc. | 134,527 | $2,837 萬 | 2.55% | +1,058+0.8% | 加碼 |
| Edgar Lomax Co | 134,375 | $2,833 萬 | 1.73% | −2,165−1.6% | 減碼 |
| Narwhal Capital Management | 133,618 | $2,817 萬 | 2.53% | +3,240+2.5% | 加碼 |
| Moors & Cabot, Inc. | 133,592 | $2,817 萬 | 1.40% | −686−0.5% | 減碼 |
| Steigerwald, Gordon & Koch Inc. | 133,011 | $2,805 萬 | 3.06% | +1,777+1.4% | 加碼 |
| TCG Advisory Services, LLC | 132,722 | $2,799 萬 | 1.22% | +2,703+2.1% | 加碼 |
| Tower Bridge Advisors | 132,114 | $2,786 萬 | 2.89% | +1,582+1.2% | 加碼 |
| First Foundation Advisors | 131,845 | $2,780 萬 | 1.05% | −6,697−4.8% | 減碼 |
| Abner Herrman & Brock LLC | 131,438 | $2,772 萬 | 3.34% | −1,171−0.9% | 減碼 |
| Rempart Asset Management Inc. | 122,826 | $2,768 萬 | 5.14% | −3,888−3.1% | 減碼 |
| TAM Capital Management Inc. | 131,069 | $2,764 萬 | 12.09% | +12,593+10.6% | 加碼 |
| BLB&B Advisors, LLC | 130,783 | $2,758 萬 | 1.41% | +3,534+2.8% | 加碼 |
| TruWealth Advisors, LLC | 129,653 | $2,734 萬 | 1.67% | +115+0.1% | 加碼 |
| Absher Wealth Management, LLC | 129,455 | $2,730 萬 | 3.52% | −839−0.6% | 減碼 |
| Greenleaf Trust | 128,567 | $2,711 萬 | 0.24% | +2,837+2.3% | 加碼 |
| Parallel Advisors, LLC | 128,346 | $2,706 萬 | 0.64% | +990+0.8% | 加碼 |
| Norinchukin Bank, The | 128,068 | $2,700 萬 | 0.64% | +16,295+14.6% | 加碼 |
| Alley Investment Management Company, LLC | 127,956 | $2,698 萬 | 3.42% | −399−0.3% | 減碼 |
| Osborne Partners Capital Management, LLC | 127,925 | $2,697 萬 | 1.53% | −4,381−3.3% | 減碼 |
| Bourgeon Capital Management LLC | 127,649 | $2,692 萬 | 5.18% | −1,310−1.0% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 126,980 | $2,678 萬 | 1.42% | +33,626+36.0% | 加碼 |
| Meiji Yasuda Life Insurance Co | 126,917 | $2,676 萬 | 0.50% | −20,612−14.0% | 減碼 |
| Intech Investment Management LLC | 126,378 | $2,665 萬 | 0.30% | −3,690−2.8% | 減碼 |
| Arvest Bank Trust Division | 125,359 | $2,643 萬 | 1.52% | +125,359 | 新進 |
| Resources Management Corp | 125,310 | $2,642 萬 | 3.56% | −1,221−1.0% | 減碼 |
| Foster Dykema Cabot & Partners, LLC | 125,134 | $2,639 萬 | 2.21% | −1,025−0.8% | 減碼 |
| Evergreen Capital Management LLC | 124,373 | $2,623 萬 | 0.88% | −13,233−9.6% | 減碼 |
| Sit Investment Associates Inc | 123,875 | $2,612 萬 | 0.58% | −26,410−17.6% | 減碼 |
| Warren Averett Asset Management, LLC | 123,869 | $2,612 萬 | 0.48% | +5,898+5.0% | 加碼 |
| Apollon Wealth Management, LLC | 123,511 | $2,604 萬 | 0.74% | +2,964+2.5% | 加碼 |
| KMG Fiduciary Partners, LLC | 123,325 | $2,600 萬 | 2.25% | −68−0.1% | 減碼 |
| HBK Sorce Advisory LLC | 122,976 | $2,593 萬 | 0.79% | −336−0.3% | 減碼 |
| First Long Island Investors, LLC | 122,584 | $2,585 萬 | 2.04% | −605−0.5% | 減碼 |
| NEOS Investment Management LLC | 122,462 | $2,582 萬 | 0.78% | +25,172+25.9% | 加碼 |
| First American Bank | 121,245 | $2,557 萬 | 1.84% | +314+0.3% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 121,029 | $2,552 萬 | 0.97% | −259−0.2% | 減碼 |
| Culbertson A N & Co Inc | 119,722 | $2,524 萬 | 4.06% | −1,246−1.0% | 減碼 |
| Perigon Wealth Management, LLC | 119,625 | $2,522 萬 | 0.68% | −441−0.4% | 減碼 |
| Tower Research Capital LLC (TRC) | 119,341 | $2,516 萬 | 0.67% | −18,618−13.5% | 減碼 |
| Shufro Rose & Co LLC | 124,304 | $2,514 萬 | 2.05% | 00.0% | 不變 |
| ARS Wealth Advisors Group, LLC | 118,873 | $2,507 萬 | 3.08% | −2,354−1.9% | 減碼 |
| National Asset Management, Inc. | 119,979 | $2,505 萬 | 0.70% | −21,425−15.2% | 減碼 |
| ProVise Management Group, LLC | 118,560 | $2,500 萬 | 1.98% | −221−0.2% | 減碼 |
| Vinva Investment Management Ltd | 118,730 | $2,499 萬 | 1.08% | +13,242+12.6% | 加碼 |
| Kingsview Wealth Management, LLC | 118,095 | $2,490 萬 | 0.52% | +2,839+2.5% | 加碼 |
| Park Avenue Securities LLC | 117,561 | $2,479 萬 | 0.28% | −5,768−4.7% | 減碼 |
| Oversea-Chinese Banking CORP Ltd | 117,172 | $2,470 萬 | 0.69% | −28,225−19.4% | 減碼 |
| Nemes Rush Group LLC | 123,206 | $2,468 萬 | 3.58% | −2,194−1.7% | 減碼 |
| Clear Harbor Asset Management, LLC | 116,895 | $2,465 萬 | 2.02% | −491−0.4% | 減碼 |
| Adell Harriman & Carpenter Inc | 116,647 | $2,460 萬 | 1.79% | +1,523+1.3% | 加碼 |
| Easterly Investment Partners LLC | 116,019 | $2,446 萬 | 1.96% | −5,603−4.6% | 減碼 |
| Callahan Advisors, LLC | 115,787 | $2,441 萬 | 2.38% | −9,315−7.4% | 減碼 |
| Private Capital Management, LLC | 115,003 | $2,425 萬 | 2.66% | −933−0.8% | 減碼 |
| Alerus Financial NA | 114,618 | $2,417 萬 | 1.77% | −3,707−3.1% | 減碼 |
| Gillespie Robinson & Grimm Inc | 114,586 | $2,416 萬 | 1.88% | −297−0.3% | 減碼 |
| VGI Partners Ltd | 113,796 | $2,400 萬 | 2.12% | −29,939−20.8% | 減碼 |
| Forbes J M & Co LLP | 113,744 | $2,398 萬 | 2.34% | −759−0.7% | 減碼 |
| Verity & Verity, LLC | 113,640 | $2,396 萬 | 2.35% | −1,285−1.1% | 減碼 |
| Drexel Morgan & Co. | 113,589 | $2,395 萬 | 4.45% | 00.0% | 不變 |
| Pallas Capital Advisors LLC | 106,421 | $2,394 萬 | 1.02% | +3,952+3.9% | 加碼 |
| Baltimore-Washington Financial Advisors, Inc. | 113,534 | $2,394 萬 | 1.29% | +2,617+2.4% | 加碼 |
| Foundations Investment Advisors, LLC | 113,338 | $2,390 萬 | 0.50% | +18,182+19.1% | 加碼 |
| Mutual Advisors, LLC | 105,932 | $2,383 萬 | 0.70% | +447+0.4% | 加碼 |