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 |
|---|---|---|---|---|---|
| Lyell Wealth Management, LP | 89,875 | $1,895 萬 | 1.72% | +1,486+1.7% | 加碼 |
| Biondo Investment Advisors, LLC | 89,805 | $1,894 萬 | 2.60% | −418−0.5% | 減碼 |
| Osher Van de Voorde Investment Management | 89,797 | $1,893 萬 | 4.10% | −370−0.4% | 減碼 |
| Westchester Capital Management, Inc. | 89,665 | $1,891 萬 | 4.59% | −2,825−3.1% | 減碼 |
| Ledyard National Bank | 89,656 | $1,890 萬 | 1.73% | −1,502−1.6% | 減碼 |
| Grimes & Company, Inc. | 89,559 | $1,888 萬 | 0.51% | −2,266−2.5% | 減碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 89,457 | $1,886 萬 | 1.86% | −4,293−4.6% | 減碼 |
| Brookstone Capital Management | 89,300 | $1,883 萬 | 0.28% | +3,652+4.3% | 加碼 |
| Banque Cantonale Vaudoise | 89,119 | $1,879 萬 | 0.77% | +2,592+3.0% | 加碼 |
| Procyon Private Wealth Partners, LLC | 89,100 | $1,879 萬 | 1.29% | −2,293−2.5% | 減碼 |
| Edmond de Rothschild Holding S.A. | 88,509 | $1,866 萬 | 0.30% | −20.0% | 減碼 |
| Chicago Partners Investment Group LLC | 83,338 | $1,862 萬 | 0.66% | −1,167−1.4% | 減碼 |
| Sand Hill Global Advisors, LLC | 88,047 | $1,857 萬 | 0.78% | −3,001−3.3% | 減碼 |
| We Are One Seven, LLC | 87,849 | $1,852 萬 | 0.80% | −1,148−1.3% | 減碼 |
| Bleakley Financial Group, LLC | 87,605 | $1,847 萬 | 0.56% | +429+0.5% | 加碼 |
| Peak Asset Management, LLC | 87,602 | $1,847 萬 | 3.48% | −3,762−4.1% | 減碼 |
| Harbour Trust & Investment Management Co | 87,524 | $1,846 萬 | 2.10% | +308+0.4% | 加碼 |
| Temasek Holdings (Private) Ltd | 87,431 | $1,844 萬 | 0.07% | 00.0% | 不變 |
| Montag A & Associates Inc | 87,371 | $1,842 萬 | 0.87% | +367+0.4% | 加碼 |
| Torray LLC | 87,219 | $1,839 萬 | 2.57% | +2,643+3.1% | 加碼 |
| Summit Financial, LLC | 87,109 | $1,837 萬 | 0.72% | +13,160+17.8% | 加碼 |
| Ballentine Partners, LLC | 86,853 | $1,831 萬 | 0.31% | +5,368+6.6% | 加碼 |
| CCM Investment Advisers LLC | 86,837 | $1,831 萬 | 2.04% | −3,576−4.0% | 減碼 |
| German American Bancorp, Inc. | 86,589 | $1,826 萬 | 1.93% | +6,706+8.4% | 加碼 |
| Wedbush Securities Inc | 86,474 | $1,823 萬 | 0.68% | −14,278−14.2% | 減碼 |
| Hamilton Capital Partners Inc. | 86,157 | $1,817 萬 | 1.57% | +8,001+10.2% | 加碼 |
| Farmers Trust Co | 86,111 | $1,816 萬 | 3.39% | +3,123+3.8% | 加碼 |
| First Financial Bank - Trust Division | 86,019 | $1,814 萬 | 1.66% | −2,181−2.5% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 80,367 | $1,808 萬 | 0.16% | +29,014+56.5% | 加碼 |
| Middleton & Co Inc | 85,463 | $1,802 萬 | 1.99% | −1,324−1.5% | 減碼 |
| Q Capital Solutions | 85,417 | $1,801 萬 | 6.24% | +21,804+34.3% | 加碼 |
| Ashburton (Jersey) Ltd | 86,955 | $1,800 萬 | 6.53% | −1,777−2.0% | 減碼 |
| MainStreet Investment Advisors LLC | 85,232 | $1,797 萬 | 2.39% | −5,983−6.6% | 減碼 |
| Charter Trust Co | 84,970 | $1,792 萬 | 1.14% | −2,174−2.5% | 減碼 |
| Veriti Management LLC | 84,882 | $1,790 萬 | 0.96% | −3,450−3.9% | 減碼 |
| Hilltop Holdings Inc. | 84,611 | $1,784 萬 | 1.16% | +44,406+110.4% | 加碼 |
| ExodusPoint Capital Management, LP | 84,553 | $1,783 萬 | 0.18% | +84,553 | 新進 |
| Woodmont Investment Counsel LLC | 84,531 | $1,782 萬 | 1.34% | −70.0% | 減碼 |
| Nixon Peabody Trust Co | 84,398 | $1,780 萬 | 1.48% | +442+0.5% | 加碼 |
| Sienna Gestion | 84,491 | $1,777 萬 | 1.18% | +19,069+29.1% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 84,238 | $1,776 萬 | 1.23% | −8,385−9.1% | 減碼 |
| Everence Capital Management Inc | 83,705 | $1,765 萬 | 1.11% | 00.0% | 不變 |
| Sterling Capital Management LLC | 83,684 | $1,765 萬 | 0.23% | +83,684 | 新進 |
| Aviance Capital Partners, LLC | 83,490 | $1,760 萬 | 2.32% | −624−0.7% | 減碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 83,380 | $1,758 萬 | 2.99% | −2,357−2.7% | 減碼 |
| Novare Capital Management LLC | 83,124 | $1,753 萬 | 1.49% | −1,799−2.1% | 減碼 |
| GAM Holding AG | 82,965 | $1,749 萬 | 1.39% | +9,151+12.4% | 加碼 |
| Verdence Capital Advisors LLC | 82,945 | $1,749 萬 | 1.39% | −6,996−7.8% | 減碼 |
| NewSquare Capital LLC | 83,136 | $1,738 萬 | 1.38% | +2,136+2.6% | 加碼 |
| Means Investment Co., Inc. | 82,049 | $1,730 萬 | 1.92% | −596−0.7% | 減碼 |
| Dnca Finance | 81,766 | $1,724 萬 | 1.48% | −42,250−34.1% | 減碼 |
| GAMMA Investing LLC | 81,725 | $1,723 萬 | 1.71% | +9,990+13.9% | 加碼 |
| United Asset Strategies, Inc. | 81,409 | $1,717 萬 | 1.60% | +1,312+1.6% | 加碼 |
| Core Alternative Capital | 81,393 | $1,716 萬 | 3.32% | −5,742−6.6% | 減碼 |
| Palisade Asset Management, LLC | 81,231 | $1,713 萬 | 1.68% | −1,278−1.5% | 減碼 |
| Gladstone Institutional Advisory LLC | 81,121 | $1,711 萬 | 0.84% | −42,884−34.6% | 減碼 |
| Alpine Woods Capital Investors, LLC | 71,475 | $1,710 萬 | 3.00% | −10,611−12.9% | 減碼 |
| Pictet North America Advisors SA | 81,007 | $1,708 萬 | 1.69% | +882+1.1% | 加碼 |
| Arkadios Wealth Advisors | 80,681 | $1,701 萬 | 0.96% | +16,697+26.1% | 加碼 |
| Tufton Capital Management | 80,669 | $1,701 萬 | 3.19% | −2,009−2.4% | 減碼 |
| Whitener Capital Management, Inc. | 80,415 | $1,696 萬 | 4.81% | +623+0.8% | 加碼 |
| Baxter Bros Inc | 80,231 | $1,692 萬 | 2.20% | −9,157−10.2% | 減碼 |
| Forum Financial Management, LP | 80,159 | $1,690 萬 | 0.28% | −1,052−1.3% | 減碼 |
| Integrated Advisors Network LLC | 80,111 | $1,689 萬 | 0.81% | +5,134+6.8% | 加碼 |
| WoodTrust Financial Corp | 80,106 | $1,689 萬 | 2.40% | +1,067+1.3% | 加碼 |
| Cape Cod Five Cents Savings Bank | 80,099 | $1,689 萬 | 1.55% | −300−0.4% | 減碼 |
| Mission Wealth Management, LP | 80,059 | $1,688 萬 | 0.42% | +23,230+40.9% | 加碼 |
| General American Investors Co Inc | 80,000 | $1,687 萬 | 1.17% | 00.0% | 不變 |
| Archon Partners LLC | 80,000 | $1,687 萬 | 1.95% | 00.0% | 不變 |
| James Investment Research Inc | 79,931 | $1,685 萬 | 1.94% | −1,057−1.3% | 減碼 |
| Transcend Wealth Collective, LLC | 79,738 | $1,681 萬 | 1.13% | −3,121−3.8% | 減碼 |
| Copeland Capital Management, LLC | 79,481 | $1,676 萬 | 0.29% | +35,439+80.5% | 加碼 |
| FourThought Financial Partners, LLC | 79,286 | $1,672 萬 | 1.98% | −1,411−1.7% | 減碼 |
| Barlow Wealth Partners, Inc. | 79,230 | $1,671 萬 | 2.18% | +383+0.5% | 加碼 |
| Tudor Investment Corp Et Al | 79,243 | $1,671 萬 | 0.18% | +75,926+2,289.0% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 78,997 | $1,666 萬 | 0.73% | +5,241+7.1% | 加碼 |
| NatWest Group plc | 78,856 | $1,663 萬 | 4.92% | +6,296+8.7% | 加碼 |
| Summit Trail Advisors, LLC | 78,843 | $1,662 萬 | 0.41% | +6,099+8.4% | 加碼 |
| BTC Capital Management, Inc. | 78,547 | $1,656 萬 | 1.47% | −5,027−6.0% | 減碼 |
| Hudson Valley Investment Advisors Inc | 77,752 | $1,639 萬 | 1.81% | −11,767−13.1% | 減碼 |
| Boston Financial Mangement LLC | 77,695 | $1,638 萬 | 0.49% | +699+0.9% | 加碼 |
| King Wealth | 77,474 | $1,634 萬 | 2.55% | −1,110−1.4% | 減碼 |
| GDS Wealth Management | 77,416 | $1,632 萬 | 1.59% | +4,700+6.5% | 加碼 |
| Community Bank, N.A. | 77,398 | $1,632 萬 | 2.06% | −710−0.9% | 減碼 |
| Wealthspire Advisors, LLC | 76,921 | $1,622 萬 | 0.17% | +3,060+4.1% | 加碼 |
| CAPROCK Group, Inc. | 76,866 | $1,621 萬 | 0.59% | +889+1.2% | 加碼 |
| Advisors Asset Management, Inc. | 76,818 | $1,620 萬 | 0.30% | −1,780−2.3% | 減碼 |
| Tompkins Financial Corp | 76,720 | $1,618 萬 | 1.55% | −1,082−1.4% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 76,560 | $1,614 萬 | 0.86% | −72−0.1% | 減碼 |
| North Star Asset Management Inc | 76,514 | $1,613 萬 | 0.72% | +100+0.1% | 加碼 |
| Burns J W & Co Inc | 76,437 | $1,612 萬 | 2.10% | −877−1.1% | 減碼 |
| Stockman Wealth Management, Inc. | 75,905 | $1,601 萬 | 2.49% | −508−0.7% | 減碼 |
| GLOBALT Investments LLC | 75,871 | $1,600 萬 | 0.60% | −312−0.4% | 減碼 |
| AIA Group Ltd | 75,854 | $1,599 萬 | 0.41% | +1,601+2.2% | 加碼 |
| Telos Capital Management, Inc. | 75,352 | $1,589 萬 | 1.67% | −223−0.3% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 75,249 | $1,587 萬 | 0.56% | −6,032−7.4% | 減碼 |
| Circle Wealth Management, LLC | 75,165 | $1,585 萬 | 0.35% | −1,582−2.1% | 減碼 |
| Siemens Fonds Invest GmbH | 74,974 | $1,581 萬 | 1.26% | −603−0.8% | 減碼 |
| Sowell Financial Services LLC | 74,666 | $1,574 萬 | 0.73% | −3,646−4.7% | 減碼 |
| Altrafin AG | 74,104 | $1,563 萬 | 5.63% | −338−0.5% | 減碼 |