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
- 4,215
- 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 | 5,157 | $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 |
|---|---|---|---|---|---|
| Cantor Fitzgerald Investment Adviser L.P. | 112,975 | $2,382 萬 | 1.62% | +1,556+1.4% | 加碼 |
| Choate Investment Advisors | 112,907 | $2,381 萬 | 0.61% | +997+0.9% | 加碼 |
| Motley Fool Asset Management LLC | 114,500 | $2,371 萬 | 1.40% | +3,009+2.7% | 加碼 |
| Logan Capital Management Inc | 112,286 | $2,368 萬 | 0.98% | −16,621−12.9% | 減碼 |
| Colonial Trust Advisors | 112,256 | $2,367 萬 | 2.05% | +4,741+4.4% | 加碼 |
| Azimuth Capital Investment Management LLC | 112,233 | $2,367 萬 | 0.92% | −2,909−2.5% | 減碼 |
| Sonora Investment Management Group, LLC | 112,166 | $2,365 萬 | 1.75% | +1,627+1.5% | 加碼 |
| Stillwater Capital Advisors, LLC | 112,113 | $2,364 萬 | 3.05% | −1,370−1.2% | 減碼 |
| Fred Alger Management, LLC | 111,678 | $2,355 萬 | 0.11% | +3,854+3.6% | 加碼 |
| Rbo & Co LLC | 111,432 | $2,350 萬 | 3.71% | −251−0.2% | 減碼 |
| DuPont Capital Management Corp | 111,410 | $2,349 萬 | 1.96% | 00.0% | 不變 |
| Fiduciary Alliance LLC | 111,408 | $2,349 萬 | 3.12% | +9,622+9.5% | 加碼 |
| Empowered Funds, LLC | 111,062 | $2,342 萬 | 0.37% | +8,893+8.7% | 加碼 |
| J.P. Marvel Investment Advisors, LLC | 110,598 | $2,332 萬 | 3.80% | −113−0.1% | 減碼 |
| Ninety One SA (PTY) Ltd | 111,019 | $2,330 萬 | 5.09% | +111,019 | 新進 |
| Dearborn Partners LLC | 110,223 | $2,324 萬 | 0.94% | −245−0.2% | 減碼 |
| Harvest Portfolios Group Inc. | 109,942 | $2,318 萬 | 0.77% | −11,633−9.6% | 減碼 |
| Courant Investment Management LLC | 109,592 | $2,311 萬 | 19.41% | −5,000−4.4% | 減碼 |
| Texas Yale Capital Corp. | 109,488 | $2,309 萬 | 1.00% | +662+0.6% | 加碼 |
| South Dakota Investment Council | 109,274 | $2,304 萬 | 0.45% | −5,600−4.9% | 減碼 |
| Smith Group Asset Management, LLC | 109,040 | $2,299 萬 | 1.91% | +2,254+2.1% | 加碼 |
| Longbow Finance SA | 108,961 | $2,298 萬 | 2.45% | +1,121+1.0% | 加碼 |
| Vident Advisory, LLC | 108,487 | $2,288 萬 | 0.58% | +6,314+6.2% | 加碼 |
| Sumitomo Life Insurance Co | 108,419 | $2,286 萬 | 0.45% | +36,860+51.5% | 加碼 |
| Freestone Capital Holdings, LLC | 108,271 | $2,283 萬 | 0.79% | −1,481−1.3% | 減碼 |
| Linscomb & Williams, Inc. | 107,913 | $2,275 萬 | 1.13% | −2,306−2.1% | 減碼 |
| Edge Capital Group, LLC | 107,641 | $2,270 萬 | 1.01% | +9,802+10.0% | 加碼 |
| First American Trust, FSB | 106,842 | $2,253 萬 | 2.23% | −7,028−6.2% | 減碼 |
| SS&H Financial Advisors, Inc. | 106,532 | $2,246 萬 | 8.18% | +421+0.4% | 加碼 |
| Grassi Investment Management | 106,458 | $2,245 萬 | 1.94% | −844−0.8% | 減碼 |
| Old National Bancorp | 105,690 | $2,229 萬 | 0.51% | −14,382−12.0% | 減碼 |
| ArrowMark Colorado Holdings LLC | 105,471 | $2,224 萬 | 0.28% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 105,317 | $2,221 萬 | 0.15% | +4,497+4.5% | 加碼 |
| Birch Hill Investment Advisors LLC | 104,965 | $2,213 萬 | 1.04% | −2,602−2.4% | 減碼 |
| Rothschild Capital Partners, LLC | 104,930 | $2,213 萬 | 6.17% | +749+0.7% | 加碼 |
| Washington Trust Bank | 104,859 | $2,211 萬 | 2.12% | −2,909−2.7% | 減碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 103,694 | $2,186 萬 | 2.34% | +210.0% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 103,662 | $2,186 萬 | 0.81% | −451−0.4% | 減碼 |
| Level Four Advisory Services, LLC | 98,492 | $2,186 萬 | 0.92% | +29,657+43.1% | 加碼 |
| Nomura Holdings Inc | 103,392 | $2,180 萬 | 0.16% | −78,574−43.2% | 減碼 |
| Kornitzer Capital Management Inc | 103,102 | $2,174 萬 | 0.40% | +515+0.5% | 加碼 |
| Davy Global Fund Management Ltd | 103,043 | $2,173 萬 | 2.26% | −2,740−2.6% | 減碼 |
| Shelton Capital Management | 102,625 | $2,164 萬 | 0.56% | +13,191+14.7% | 加碼 |
| F/M Investments LLC | 102,162 | $2,151 萬 | 0.74% | +812+0.8% | 加碼 |
| Cohen Capital Management, Inc. | 101,861 | $2,148 萬 | 3.48% | +760+0.8% | 加碼 |
| Trust Co of Toledo NA | 101,833 | $2,147 萬 | 2.91% | +280+0.3% | 加碼 |
| United Bank | 101,617 | $2,143 萬 | 2.49% | −1,250−1.2% | 減碼 |
| Empirical Finance, LLC | 101,277 | $2,136 萬 | 1.25% | +2,154+2.2% | 加碼 |
| Cullen Investment Group, Ltd. | 101,186 | $2,134 萬 | 3.18% | +319+0.3% | 加碼 |
| Webster Bank, N. A. | 101,114 | $2,132 萬 | 2.27% | −4,219−4.0% | 減碼 |
| Tritonpoint Wealth, LLC | 100,603 | $2,118 萬 | 1.94% | +3,973+4.1% | 加碼 |
| Anderson Hoagland & Co | 100,086 | $2,114 萬 | 2.16% | −100.0% | 減碼 |
| Oak Harvest Investment Services | 99,921 | $2,107 萬 | 3.03% | +8,805+9.7% | 加碼 |
| JPB Foundation | 99,855 | $2,106 萬 | 2.22% | −150,000−60.0% | 減碼 |
| Strategic Wealth Designers | 101,648 | $2,105 萬 | 2.25% | +28,780+39.5% | 加碼 |
| Congress Asset Management Co | 99,101 | $2,090 萬 | 0.14% | −1,341−1.3% | 減碼 |
| Assenagon Asset Management S.A. | 98,861 | $2,085 萬 | 0.04% | +8,717+9.7% | 加碼 |
| Thoroughbred Financial Services, LLC | 98,581 | $2,079 萬 | 1.34% | −958−1.0% | 減碼 |
| Bragg Financial Advisors, Inc | 98,327 | $2,073 萬 | 0.85% | −1,023−1.0% | 減碼 |
| Phoenix Holdings Ltd. | 98,261 | $2,073 萬 | 0.31% | +10,344+11.8% | 加碼 |
| Cidel Asset Management Inc | 98,214 | $2,071 萬 | 1.46% | −310.0% | 減碼 |
| Motco | 97,945 | $2,065 萬 | 2.06% | −8,022−7.6% | 減碼 |
| Yarbrough Capital, LLC | 97,875 | $2,064 萬 | 0.84% | 00.0% | 不變 |
| CSM Advisors, LLC | 97,800 | $2,063 萬 | 1.34% | −2,452−2.4% | 減碼 |
| Thompson Siegel & Walmsley LLC | 97,296 | $2,052 萬 | 0.31% | +857+0.9% | 加碼 |
| Cullinan Associates Inc | 91,852 | $2,051 萬 | 1.16% | +2,909+3.3% | 加碼 |
| Transform Wealth, LLC | 96,679 | $2,039 萬 | 1.35% | +1,027+1.1% | 加碼 |
| Cabot Wealth Management Inc | 96,535 | $2,036 萬 | 2.54% | −1,463−1.5% | 減碼 |
| Talbot Financial, LLC | 96,438 | $2,033 萬 | 2.48% | +2,851+3.0% | 加碼 |
| Albion Financial Group | 96,234 | $2,029 萬 | 1.41% | −34,407−26.3% | 減碼 |
| Guardian Capital Advisors LP | 97,850 | $2,026 萬 | 2.00% | −457−0.5% | 減碼 |
| Grand Jean Capital Management Inc | 95,958 | $2,023 萬 | 4.53% | +7,499+8.5% | 加碼 |
| Fort Sheridan Advisors LLC | 95,884 | $2,022 萬 | 3.07% | +1,394+1.5% | 加碼 |
| CWA Asset Management Group, LLC | 95,748 | $2,019 萬 | 1.07% | +95,748 | 新進 |
| Trust Co of Virginia | 94,997 | $2,003 萬 | 1.79% | −2,612−2.7% | 減碼 |
| Sumitomo Mitsui Financial Group, Inc. | 94,931 | $2,002 萬 | 0.45% | +5,545+6.2% | 加碼 |
| Fiduciary Group LLC | 94,621 | $1,995 萬 | 2.02% | −778−0.8% | 減碼 |
| TD Private Client Wealth LLC | 94,595 | $1,995 萬 | 0.57% | +1,887+2.0% | 加碼 |
| Spire Wealth Management | 94,149 | $1,985 萬 | 0.67% | −4,332−4.4% | 減碼 |
| Dynamic Advisor Solutions LLC | 93,743 | $1,977 萬 | 0.59% | −2,021−2.1% | 減碼 |
| Canandaigua National Bank & Trust Co | 93,566 | $1,973 萬 | 1.88% | −5,772−5.8% | 減碼 |
| Rossmore Private Capital | 93,284 | $1,967 萬 | 2.43% | +319+0.3% | 加碼 |
| Leavell Investment Management, Inc. | 92,995 | $1,961 萬 | 0.98% | −604−0.6% | 減碼 |
| Concurrent Investment Advisors, LLC | 92,932 | $1,960 萬 | 0.58% | +6,678+7.7% | 加碼 |
| GHP Investment Advisors, Inc. | 92,634 | $1,953 萬 | 0.90% | +82+0.1% | 加碼 |
| Beach Investment Counsel Inc | 92,549 | $1,952 萬 | 2.41% | −1,253−1.3% | 減碼 |
| Premier Fund Managers Ltd | 92,715 | $1,950 萬 | 0.69% | +49,400+114.0% | 加碼 |
| Beese Fulmer Investment Management, Inc. | 92,096 | $1,942 萬 | 1.67% | −390.0% | 減碼 |
| Terry L. Blaker | 91,956 | $1,939 萬 | 0.74% | +1,038+1.1% | 加碼 |
| JGP Wealth Management, LLC | 91,756 | $1,935 萬 | 2.49% | −545−0.6% | 減碼 |
| Wetherby Asset Management Inc | 91,751 | $1,935 萬 | 0.88% | −1,495−1.6% | 減碼 |
| Courier Capital LLC | 91,606 | $1,932 萬 | 1.32% | −511−0.6% | 減碼 |
| Rice Partnership, LLC | 91,477 | $1,929 萬 | 3.88% | +2,377+2.7% | 加碼 |
| Coldstream Capital Management Inc | 90,411 | $1,923 萬 | 0.42% | +8,173+9.9% | 加碼 |
| Edge Wealth Management LLC | 90,621 | $1,911 萬 | 3.84% | −177−0.2% | 減碼 |
| Optiver Holding B.V. | 90,591 | $1,910 萬 | 0.49% | +88,999+5,590.4% | 加碼 |
| Baldwin Brothers Inc | 90,407 | $1,906 萬 | 1.30% | +4,650+5.4% | 加碼 |
| Fifth Third Wealth Advisors LLC | 90,288 | $1,904 萬 | 1.17% | +15,334+20.5% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 90,173 | $1,901 萬 | 0.44% | −1,215−1.3% | 減碼 |
| Cincinnati Financial Corp | 90,000 | $1,898 萬 | 0.41% | 00.0% | 不變 |