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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 5,158 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。

其他股別AMJBVYLDJPM.PCJPM.PDJPM.PJJPM.PKJPM.PLJPM.PM

2024 年第 4 季與 2024 年第 3 季比較

持有 JPMorgan Chase & Co 的機構從 2024 年第 3 季到 2024 年第 4 季的變化。

2024 年第 4 季全部持有人2024 年第 3 季全部持有人

JPM 的 13F 持有人:2024 年第 3 季與 2024 年第 4 季比較
項目2024 年第 3 季其中尚未申報 2024 年第 4 季2024 年第 4 季變化
持有家數4,215764,680+541
股數20.4 億1,736 萬20.5 億+2,405 萬 (+1.2%)
市值$4,294 億$36.9 億$4,900 億+$642.7 億 (+15.1%)

76 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 季:沒申報不算清倉,所以變化不計入它們。

新進機構(624 家)

2024 年第 4 季季末持有 JPMorgan Chase & Co、2024 年第 3 季季末沒有持有的機構。

依市值列出前 100 家,共 624 家。

2024 年第 4 季新進 JPM 的機構
機構股數市值佔組合 %
Raymond James Financial Inc14,655,399$35.1 億1.30%
Universal- Beteiligungs- und Servicegesellschaft mbH1,894,131$4.54 億0.90%
KLP Kapitalforvaltning AS1,080,632$2.59 億1.23%
Lansforsakringar Fondforvaltning AB (publ)982,594$2.36 億1.32%
Axiom Investors LLC930,284$2.23 億1.64%
DJE Kapital AG752,296$1.80 億4.21%
Junto Capital Management LP501,640$1.20 億2.40%
Police & Firemen's Retirement System of New Jersey408,786$9,799 萬0.95%
Global Frontier Investments LLC379,000$9,085 萬23.37%
Groupe la Francaise367,452$8,621 萬2.22%
Ofi Invest Asset Management370,146$8,569 萬2.02%
Nearwater Capital Markets, Ltd346,000$8,294 萬2.37%
Discovery Capital Management, LLC331,900$7,956 萬5.42%
Susquehanna Fundamental Investments, LLC303,656$7,279 萬1.22%
Union Bancaire Privee, UBP SA284,495$6,609 萬1.17%
Aware Super Pty Ltd as trustee of Aware Super256,842$6,157 萬0.98%
Capital Fund Management S.A.242,010$5,801 萬0.57%
Evelyn Partners Investment Management LLP229,458$5,500 萬1.79%
Boston Private Wealth LLC217,752$5,220 萬0.98%
Generali Asset Management SPA SGR213,544$5,119 萬1.31%
Triglav Skladi, D.O.O.188,172$4,511 萬3.55%
Woodline Partners LP169,073$4,053 萬0.27%
Fisher Funds Management LTD162,270$3,890 萬0.94%
Madison Investment Advisors, LLC159,007$3,812 萬0.43%
Rit Capital Partners PLC152,600$3,662 萬8.88%
William Blair Investment Management, LLC142,962$3,427 萬0.08%
Osterweis Capital Management Inc138,025$3,309 萬1.54%
M.D. Sass Investors Services, Inc.128,302$3,076 萬2.36%
Banque Transatlantique SA230,847$3,014 萬0.77%
Cadinha & Co LLC124,173$2,977 萬4.94%
Kodai Capital Management LP108,413$2,599 萬1.07%
Cary Street Partners Financial LLC105,978$2,540 萬0.83%
Guardian Partners Inc.94,615$2,300 萬2.34%
Canada Post Corp Registered Pension Plan91,367$2,190 萬1.29%
Mizuho Markets Americas LLC84,448$2,024 萬0.39%
Interval Partners, LP76,152$1,825 萬0.47%
Voleon Capital Management LP75,087$1,800 萬1.34%
Heritage Trust Co72,881$1,747 萬2.06%
Caisse des Depots Et Consignations72,753$1,744 萬0.86%
BDF-Gestion72,211$1,731 萬1.79%
Intellus Advisors LLC67,001$1,606 萬2.78%
DSG Capital Advisors, LLC66,838$1,602 萬2.90%
Farmers National Bank65,249$1,564 萬4.56%
PEAK6 LLC65,146$1,562 萬0.61%
Sara-Bay Financial62,764$1,502 萬5.57%
Sagespring Wealth Partners, LLC61,943$1,485 萬0.39%
Burling Wealth Partners, LLC60,562$1,452 萬2.96%
one8zero8, LLC57,739$1,384 萬2.98%
Perennial Advisors, LLC57,169$1,370 萬2.98%
Raiffeisen Bank International AG55,208$1,321 萬0.20%
Two Sigma Advisers, LP52,800$1,266 萬0.03%
Holocene Advisors, LP51,566$1,236 萬0.04%
MUFG Securities Americas Inc.46,642$1,118 萬1.42%
Parr McKnight Wealth Management Group, LLC46,552$1,116 萬1.60%
Generali Investments CEE, investicni spolecnost, a.s.45,100$1,081 萬1.11%
InvesTrust44,160$1,058 萬2.94%
1248 Management, LLC43,852$1,051 萬4.53%
Bradley & Co. Private Wealth Management, LLC43,683$1,047 萬6.54%
Boyer & Corporon Wealth Management, LLC43,504$1,043 萬3.71%
Soros Capital Management LLC42,650$1,022 萬1.60%
Bearing Point Capital, LLC41,362$991.5 萬2.07%
Stenger Family Office, LLC40,685$975.3 萬3.32%
Columbia Asset Management38,444$921.5 萬1.76%
Quantitative Investment Management, LLC38,145$914.3 萬0.69%
IFC Advisors LLC34,703$831.9 萬1.81%
Jain Global LLC33,119$793.9 萬0.24%
Cooper Capital Advisors LLC31,671$759.2 萬7.88%
Hansen & Associates Financial Group, Inc.29,487$711.1 萬3.62%
Patton Fund Management, Inc.29,593$709.4 萬1.39%
Texas Bank & Trust Co29,240$700.9 萬2.89%
Sava Infond d.o.o.29,025$695.8 萬1.23%
AssuredPartners Investment Advisors, LLC28,595$685.4 萬1.34%
Hall Capital Management Co Inc28,039$672.1 萬3.14%
Hudson Bay Capital Management LP28,036$672.1 萬0.04%
Mirabella Financial Services LLP26,892$644.9 萬0.59%
Jericho Financial, LLP26,877$644.3 萬4.66%
Cherokee Insurance Co26,510$635.5 萬2.88%
Argentarii, LLC25,635$614.5 萬3.09%
Saranac Partners Ltd22,619$581.9 萬3.21%
Brentview Investment Management LLC24,076$577.1 萬3.28%
Bradyco, Inc.11,106$562.8 萬3.48%
Enhancing Capital LLC23,000$551.3 萬4.40%
Kentucky Trust Co22,905$549.1 萬3.23%
Novem Group22,368$536.2 萬0.80%
Agp Franklin, LLC22,162$531.2 萬3.23%
TigerOak Management, L.L.C.21,183$507.8 萬1.86%
Partners Capital Investment Group, LLP21,033$504.2 萬0.14%
Ibex Wealth Advisors20,929$501.7 萬0.59%
SBI Securities Co., Ltd.20,179$483.7 萬0.15%
Fire Capital Management LLC20,119$482.3 萬3.59%
Pines Wealth Management, LLC19,992$479.5 萬2.09%
Kera Capital Partners, Inc.19,600$469.8 萬1.35%
Fischer Financial Services, Inc.19,173$459.6 萬1.45%
Harold Davidson & Associates Inc.18,637$446.7 萬2.14%
Lighthouse Investment Partners, LLC18,521$444.0 萬0.17%
Huntleigh Advisors, Inc.18,505$443.6 萬0.96%
Crowley Wealth Management, Inc.17,786$426.4 萬3.76%
Flow Traders U.S. LLC17,679$423.8 萬0.17%
Antonelli Financial Advisors, LLC16,816$403.1 萬3.41%
Evelyn Partners Investment Management (Europe) Ltd16,788$402.4 萬1.46%

清倉機構(83 家)

2024 年第 3 季季末持有 JPMorgan Chase & Co、2024 年第 4 季有申報但已經沒有持有的機構。

2024 年第 4 季清倉 JPM 的機構
機構2024 年第 3 季股數2024 年第 3 季市值
Qube Research & Technologies Ltd520,031$1.10 億
Abrams Bison Investments, LLC184,000$3,880 萬
Veriti Management LLC84,882$1,790 萬
ExodusPoint Capital Management, LP84,553$1,783 萬
Tudor Investment Corp Et Al79,243$1,671 萬
Brevan Howard Capital Management LP63,812$1,346 萬
Locust Wood Capital Advisers, LLC59,900$1,263 萬
Soros Fund Management LLC大師索羅斯基金管理54,600$1,151 萬
Cna Financial Corp50,000$1,054 萬
Loews Corp50,000$1,054 萬
Winton Group Ltd47,110$993.4 萬
Strategic Global Advisors, LLC45,112$951.2 萬
DoubleLine ETF Adviser LP43,994$927.7 萬
Graham Capital Management, L.P.25,089$529.0 萬
Symmetry Investments LP23,535$496.3 萬
Aquatic Capital Management LLC21,600$455.5 萬
Advisor Resource Council21,000$442.8 萬
Laurion Capital Management LP20,579$433.9 萬
Weiss Asset Management LP19,965$421.0 萬
Atom Investors LP15,694$330.9 萬
Readystate Asset Management LP12,504$263.7 萬
Bayesian Capital Management, LP11,975$252.5 萬
Teza Capital Management LLC11,970$252.4 萬
London & Capital Asset Management Ltd11,668$246.0 萬
Dark Forest Capital Management LP11,617$245.0 萬
CMT Capital Markets Trading GmbH9,472$199.7 萬
Granger Management LLC9,159$193.1 萬
CenterBook Partners LP8,641$182.2 萬
Hussman Strategic Advisors, Inc.8,400$177.1 萬
Zimmermann Investment Management & Planning LLC7,714$162.7 萬
Capital Markets Trading UK LLP7,550$159.2 萬
Dynamic Technology Lab Private Ltd7,425$156.6 萬
Accuvest Global Advisors6,914$145.8 萬
REDW Wealth LLC6,663$140.5 萬
USA Financial Portformulas Corp5,949$125.4 萬
Foresight Global Investors, Inc.5,445$114.8 萬
Paloma Partners Management Co4,944$104.2 萬
FJ Capital Management LLC4,767$100.5 萬
Virtu Financial LLC3,990$84.1 萬
Auto-Owners Insurance Co3,915$82.6 萬
Quest Partners LLC3,674$77.5 萬
Greenland Capital Management LP3,672$77.4 萬
Infrastructure Capital Advisors, LLC3,592$75.7 萬
Koss-Olinger Consulting, LLC3,496$73.7 萬
Wellington Wealth Strategies, LLC.3,172$70.4 萬
Bayview Asset Management, LLC3,000$63.3 萬
CTC Alternative Strategies, Ltd.2,681$56.5 萬
Gentry Private Wealth, LLC2,374$50.1 萬
Kraft, Davis & Associates, LLC2,137$47.5 萬
McNamara Financial Services, Inc.2,232$47.1 萬
Albert D Mason Inc2,062$43.5 萬
Glaxis Capital Management, LLC2,000$42.2 萬
Madison Park Capital Advisors, LLC1,950$41.1 萬
True Vision MN LLC15,680$39.9 萬
David J Yvars Group1,880$39.6 萬
Cumberland Partners Ltd1,700$35.8 萬
EntryPoint Capital, LLC1,570$33.1 萬
Thrive Capital Management, LLC1,536$32.4 萬
Advanced Portfolio Management, LLC1,440$30.4 萬
Manatuck Hill Partners, LLC1,305$27.5 萬
Keystone Financial Planning, Inc.1,268$26.7 萬
Scott Capital Advisors, LLC1,250$26.4 萬
Keebeck Alpha, LP1,168$24.6 萬
Paradigm, Strategies in Wealth Management, LLC1,167$24.6 萬
Revisor Wealth Management LLC1,078$22.7 萬
Cypress Point Wealth Management, LLC1,071$22.6 萬
Heritage Oak Wealth Advisors LLC1,059$22.3 萬
Renaissance Investment Group LLC1,035$21.8 萬
Tfo-TDC, LLC1,018$21.5 萬
City Center Advisors, LLC1,013$21.4 萬
Fonville Wealth Management LLC989$20.9 萬
Crestmont Private Wealth LLC951$20.1 萬
Mizuho Markets Cayman LP932$19.7 萬
McMahon Financial Advisors, LLC247$5.21 萬
Black Cypress Capital Management, LLC235$4.96 萬
Redmont Wealth Advisors LLC228$4.81 萬
Partnership Wealth Management, LLC207$4.36 萬
Mizuho Securities Co. Ltd.120$2.53 萬
Authentikos Wealth Advisory, LLC100$2.11 萬
Goodman Advisory Group, LLC93$1.96 萬
Your Advocates Ltd., LLP50$1.05 萬
LMR Partners LLP35$7,380
Wells Financial Advisors INC30$6,326

尚未申報 2024 年第 4 季的機構(76 家)

2024 年第 3 季季末持有 JPMorgan Chase & Co、還沒有申報 2024 年第 4 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2024 年第 3 季持有 JPM、尚未申報 2024 年第 4 季的機構
機構2024 年第 3 季股數2024 年第 3 季市值
Raymond James & Associates9,209,202$19.4 億
Raymond James Financial Services Advisors, Inc.4,126,602$8.70 億
Eagle Asset Management Inc1,072,548$2.54 億
Prio Wealth Limited Partnership372,238$7,849 萬
Raymond James Trust N.A.370,344$7,809 萬
B. Metzler seel. Sohn & Co. Holding AG354,189$7,468 萬
SpiderRock Advisors, LLC200,974$4,238 萬
Fort Pitt Capital Group, LLC191,626$4,041 萬
Chartwell Investment Partners, LLC169,325$3,570 萬
Rakuten Investment Management, Inc.161,700$3,404 萬
GYL Financial Synergies, LLC152,385$3,213 萬
Guardian Capital Advisors LP97,850$2,026 萬
Banque Cantonale Vaudoise89,119$1,879 萬
Argent Financial Group, Inc.73,248$1,545 萬
M&R Capital Management Inc56,369$1,189 萬
PEAK6 Investments LLC52,244$1,102 萬
Smithbridge Asset Management Inc47,983$1,012 萬
Concentric Wealth Management, LLC42,011$885.8 萬
First Personal Financial Services36,060$760.4 萬
Inscription Capital, LLC33,527$706.9 萬
Gunn & Co Investment Management, Inc.31,507$664.4 萬
Cary Street Partners Asset Management LLC30,812$649.7 萬
9258 Wealth Management, LLC29,310$618.0 萬
Platte River Wealth Advisors, LLC22,192$467.9 萬
Sweeney & Michel, LLC19,810$446.5 萬
Graybill Bartz & Assoc Ltd18,389$387.7 萬
Alpine Bank Wealth Management17,838$376.1 萬
Pegasus Partners Ltd.17,388$366.6 萬
Source Financial Advisors LLC17,213$362.9 萬
New Potomac Partners, LLC15,978$336.9 萬
Brophy Wealth Management, LLC15,322$323.1 萬
FinTrust Capital Advisors, LLC14,277$301.0 萬
Sage Investment Advisers LLC14,135$298.1 萬
First Trust Investment Solutions L.P.12,947$273.0 萬
Eisler Capital (UK) Ltd.12,417$261.8 萬
Axiom Advisory, LLC12,011$252.5 萬
Diversified, LLC11,514$242.8 萬
CIC Wealth, LLC11,184$235.8 萬
Alera Investment Advisors, LLC10,655$224.7 萬
Kowal Investment Group, LLC10,520$221.8 萬
Gateway Advisory, LLC9,343$197.0 萬
Waypoint Capital Advisors, LLC6,924$146.0 萬
Winning Points Advisors, LLC9,323$137.6 萬
Hyperion Partners, LLC6,245$131.7 萬
Kingfisher Capital LLC6,161$129.9 萬
Carmichael Hill & Associates, Inc.6,023$127.0 萬
Cedrus LLC4,906$103.4 萬
LifePro Asset Management4,799$101.2 萬
Susquehanna International Group Ltd.4,376$92.3 萬
LWMG, LLC3,940$83.1 萬
Zega Financial, LLC3,627$76.5 萬
Northwest Investment Counselors, LLC3,517$74.2 萬
Sweet Financial Partners, LLC3,089$65.1 萬
Garrison Asset Management, LLC2,587$54.5 萬
Financial Planning & Information Services, Inc.2,549$53.7 萬
Verdad Advisers, LP2,422$51.1 萬
American Planning Services, Inc.2,069$41.9 萬
Etfidea, LLC1,937$40.8 萬
Family Asset Management, LLC1,898$40.0 萬
Planning Capital Management Corp1,846$38.9 萬
Raymond James Trust Co. of NH1,627$34.3 萬
TNF LLC1,495$33.6 萬
Annapolis Financial Services, LLC1,426$30.1 萬
Naples Money Management LLC1,400$29.5 萬
Vima LLC1,300$27.4 萬
Quaker Wealth Management, LLC1,183$24.9 萬
Boston Mountain Money Management Inc1,133$23.9 萬
Halpern Financial, Inc.1,100$22.8 萬
Lesa Sroufe & Co1,061$22.4 萬
Kure Advisory, LLC968$20.4 萬
WFA of San Diego, LLC917$19.3 萬
BBJS Financial Advisors, LLC265$5.59 萬
VitalStone Financial, LLC256$5.39 萬
Peterson Financial Group, Inc.215$4.54 萬
ClariVest Asset Management LLC86$1.73 萬
Abich Financial Wealth Management LLC39$8,224