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。
2024 年第 4 季 13F 持有人
JPMorgan Chase & Co 在 2024/12/31 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
- 4,680
- 較 2024 年第 3 季 +541 家
- 持有股數
- 20.5 億
- 較 2024 年第 3 季 +2,405 萬 (+1.2%)
- 總市值
- $4,900 億
- 較 2024 年第 3 季 +$642.7 億 (+15.1%)
- 新進機構
- 624
- 另有 1,714 家加碼
- 清倉機構
- 83
- 另有 1,943 家減碼
另有 76 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 | 5,158 | $6,437 億 |
| 2026 年第 1 季 | 5,103 | $5,720 億 |
| 2025 年第 4 季 | 5,154 | $6,395 億 |
| 2025 年第 3 季 | 4,765 | $6,180 億 |
| 2025 年第 2 季 | 4,752 | $5,824 億 |
| 2025 年第 1 季 | 4,679 | $4,946 億 |
| 2024 年第 4 季 | 4,680 | $4,900 億 |
| 2024 年第 3 季 | 4,215 | $4,294 億 |
| 2024 年第 2 季 | 4,181 | $4,162 億 |
| 2024 年第 1 季 | 4,120 | $4,145 億 |
| 2023 年第 4 季 | 4,001 | $3,518 億 |
| 2023 年第 3 季 | 3,710 | $2,970 億 |
| 2023 年第 2 季 | 3,672 | $2,976 億 |
| 2023 年第 1 季 | 3,612 | $2,663 億 |
| 2022 年第 4 季 | 3,628 | $2,783 億 |
| 2022 年第 3 季 | 3,395 | $2,129 億 |
| 2022 年第 2 季 | 3,427 | $2,293 億 |
| 2022 年第 1 季 | 3,519 | $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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Unionview, LLC | 3,224 | $77.3 萬 | 0.57% | +2+0.1% | 加碼 |
| Weaver Consulting Group | 3,225 | $77.3 萬 | 0.24% | −9−0.3% | 減碼 |
| Lockerman Financial Group, Inc. | 3,245 | $77.8 萬 | 1.32% | −50−1.5% | 減碼 |
| Mattern Capital Management, LLC | 3,250 | $77.9 萬 | 0.10% | −263−7.5% | 減碼 |
| Visionary Horizons, LLC | 3,254 | $78.0 萬 | 0.51% | +213+7.0% | 加碼 |
| Rise Advisors, LLC | 3,256 | $78.0 萬 | 0.38% | +73+2.3% | 加碼 |
| Walkner Condon Financial Advisors LLC | 3,261 | $78.2 萬 | 0.16% | −376−10.3% | 減碼 |
| Creekside Partners | 3,263 | $78.2 萬 | 0.41% | 00.0% | 不變 |
| Single Point Partners, LLC | 3,266 | $78.3 萬 | 0.18% | −345−9.6% | 減碼 |
| Intergy Private Wealth, LLC | 3,268 | $78.3 萬 | 0.29% | +120+3.8% | 加碼 |
| Whelan Financial | 3,276 | $78.5 萬 | 0.31% | +7+0.2% | 加碼 |
| Acorn Creek Capital LLC | 3,278 | $78.6 萬 | 0.40% | −9−0.3% | 減碼 |
| Garrett Wealth Advisory Group, LLC | 3,280 | $78.6 萬 | 0.18% | +585+21.7% | 加碼 |
| Global Assets Advisory, LLC | 3,277 | $78.6 萬 | 0.43% | −560−14.6% | 減碼 |
| Ehrlich Financial Group | 3,286 | $78.8 萬 | 0.56% | −43−1.3% | 減碼 |
| Farringdon Capital, Ltd. | 3,292 | $78.9 萬 | 0.33% | +3,292 | 新進 |
| Strive Asset Management, LLC | 3,292 | $78.9 萬 | 0.59% | +3,292 | 新進 |
| Pasadena Private Wealth, LLC | 3,292 | $78.9 萬 | 0.16% | −1,798−35.3% | 減碼 |
| Willow Creek Wealth Management Inc. | 3,295 | $79.0 萬 | 0.08% | −33−1.0% | 減碼 |
| ZRC Wealth Management, LLC | 3,300 | $79.1 萬 | 0.33% | +20+0.6% | 加碼 |
| Diametric Capital, LP | 3,304 | $79.2 萬 | 0.53% | −2,020−37.9% | 減碼 |
| EdgeRock Capital LLC | 3,306 | $79.2 萬 | 0.52% | +327+11.0% | 加碼 |
| Abound Wealth Management | 3,309 | $79.3 萬 | 0.25% | +33+1.0% | 加碼 |
| Accredited Wealth Management, LLC | 3,315 | $79.5 萬 | 0.70% | +3,315 | 新進 |
| HTG Investment Advisors, Inc. | 3,323 | $79.7 萬 | 0.36% | −88−2.6% | 減碼 |
| First Community Trust NA | 3,327 | $79.8 萬 | 0.57% | +176+5.6% | 加碼 |
| Smith Anglin Financial, LLC | 3,333 | $79.9 萬 | 0.07% | +2+0.1% | 加碼 |
| Motive Wealth Advisors | 3,335 | $79.9 萬 | 0.43% | +266+8.7% | 加碼 |
| Aua Capital Management, LLC | 3,341 | $80.1 萬 | 0.51% | −1,557−31.8% | 減碼 |
| Forefront Analytics, LLC | 3,345 | $80.2 萬 | 0.37% | +64+2.0% | 加碼 |
| Vigilare Wealth Management | 3,349 | $80.3 萬 | 0.33% | −85−2.5% | 減碼 |
| Pension & Wealth Management Advisors, Inc. | 3,348 | $80.3 萬 | 0.32% | +394+13.3% | 加碼 |
| Pacific Center for Financial Services | 3,351 | $80.3 萬 | 0.21% | +2+0.1% | 加碼 |
| Great Diamond Partners, LLC | 3,355 | $80.4 萬 | 0.21% | +142+4.4% | 加碼 |
| Postrock Partners LLC | 3,362 | $80.6 萬 | 0.39% | +3,362 | 新進 |
| Wealthcare Capital Partners, LLC | 3,366 | $80.7 萬 | 0.42% | +3,366 | 新進 |
| Altus Wealth Management, LLC | 3,367 | $80.7 萬 | 0.36% | +55+1.7% | 加碼 |
| Capital Advantage, Inc. | 3,368 | $80.7 萬 | 0.15% | +3,368 | 新進 |
| Laraway Financial Inc | 3,373 | $80.9 萬 | 0.64% | 00.0% | 不變 |
| IronOak Wealth LLC. | 3,380 | $81.0 萬 | 0.91% | +3,380 | 新進 |
| Bank & Trust Co | 3,381 | $81.0 萬 | 0.68% | −10−0.3% | 減碼 |
| Merriman Wealth Management, LLC | 3,382 | $81.1 萬 | 0.03% | +481+16.6% | 加碼 |
| Meridian Wealth Partners, LLC | 3,382 | $81.1 萬 | 0.12% | −458−11.9% | 減碼 |
| Outlook Wealth Advisors, LLC | 3,385 | $81.2 萬 | 0.23% | +134+4.1% | 加碼 |
| Vista Capital Partners, Inc. | 3,406 | $81.6 萬 | 0.09% | +205+6.4% | 加碼 |
| Invenio Wealth Partners LLC | 3,419 | $82.0 萬 | 0.34% | 00.0% | 不變 |
| Prosperity Wealth Management, Inc. | 3,425 | $82.1 萬 | 0.34% | +45+1.3% | 加碼 |
| TCM Advisors, LLC | – | $82.2 萬 | 0.73% | – | – |
| Henrickson Nauta Wealth Advisors, Inc. | 3,436 | $82.4 萬 | 0.33% | 00.0% | 不變 |
| Moller Financial Services | 3,437 | $82.4 萬 | 0.22% | −2,139−38.4% | 減碼 |
| Illumine Investment Management, LLC | 3,441 | $82.5 萬 | 0.68% | +3,441 | 新進 |
| RBA Wealth Management, LLC | 3,445 | $82.6 萬 | 0.31% | −141−3.9% | 減碼 |
| Cascade Investment Advisors, Inc. | 3,458 | $82.9 萬 | 0.53% | −20−0.6% | 減碼 |
| Persium Advisors, LLC | 3,466 | $83.1 萬 | 0.82% | +3,466 | 新進 |
| North Forty Two & Co. | 3,478 | $83.4 萬 | 0.96% | +3,478 | 新進 |
| BankPlus Wealth Management LLC | 3,488 | $83.6 萬 | 0.62% | +3,488 | 新進 |
| WJ Interests, LLC | 3,498 | $83.9 萬 | 0.40% | 00.0% | 不變 |
| Keating Investment Counselors Inc | 3,500 | $83.9 萬 | 0.26% | 00.0% | 不變 |
| American Capital Advisory, LLC | 3,505 | $84.0 萬 | 0.47% | 00.0% | 不變 |
| Oberweis Asset Management Inc | 3,516 | $84.3 萬 | 0.04% | −193−5.2% | 減碼 |
| Grey Fox Wealth Advisors, LLC | 3,520 | $84.4 萬 | 0.23% | +2+0.1% | 加碼 |
| IVC Wealth Advisors LLC | 3,526 | $84.5 萬 | 0.47% | −487−12.1% | 減碼 |
| Glass Wealth Management Co LLC | 3,527 | $84.5 萬 | 0.46% | +120+3.5% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 3,529 | $84.6 萬 | 0.00% | 00.0% | 不變 |
| OneAscent Wealth Management LLC | 3,535 | $84.7 萬 | 0.35% | −186−5.0% | 減碼 |
| Better Money Decisions, LLC | 3,535 | $84.7 萬 | 0.59% | +491+16.1% | 加碼 |
| Facet Wealth, Inc. | 3,076 | $84.8 萬 | 0.02% | +56+1.9% | 加碼 |
| Carmel Capital Partners, LLC | 3,546 | $85.0 萬 | 0.34% | +12+0.3% | 加碼 |
| Palo Alto Wealth Advisors, LLC | 3,548 | $85.1 萬 | 0.30% | +1,731+95.3% | 加碼 |
| Legacy Financial Strategies, LLC | 3,545 | $85.1 萬 | 0.18% | +153+4.5% | 加碼 |
| Rede Wealth, LLC | 3,562 | $85.4 萬 | 0.33% | −144−3.9% | 減碼 |
| Capital Management Associates, Inc | 3,567 | $85.5 萬 | 0.32% | +5+0.1% | 加碼 |
| Montis Financial, LLC | 3,570 | $85.6 萬 | 0.26% | +716+25.1% | 加碼 |
| Hibernia Wealth Partners, LLC | 3,573 | $85.6 萬 | 0.66% | −2,075−36.7% | 減碼 |
| Stonekeep Investments, LLC | 3,573 | $85.7 萬 | 0.64% | −19−0.5% | 減碼 |
| Magnolia Capital Management Ltd | 3,575 | $85.7 萬 | 0.68% | 00.0% | 不變 |
| LongView Wealth Management | 3,578 | $85.8 萬 | 0.26% | +2+0.1% | 加碼 |
| Miller Financial Services LLC | 3,593 | $86.1 萬 | 0.73% | +3,593 | 新進 |
| Sierra Capital LLC | 3,598 | $86.2 萬 | 0.10% | +127+3.7% | 加碼 |
| Millennium Capital Advisors, LLC | 3,596 | $86.2 萬 | 0.59% | −2,320−39.2% | 減碼 |
| TCFG Wealth Management, LLC | 3,600 | $86.3 萬 | 0.43% | −134−3.6% | 減碼 |
| Joule Financial, LLC | 3,600 | $86.3 萬 | 0.31% | +190+5.6% | 加碼 |
| Fiducient Advisors LLC | 3,606 | $86.4 萬 | 0.11% | +95+2.7% | 加碼 |
| Flagship Wealth Advisors, LLC | 3,612 | $86.6 萬 | 0.51% | +3,612 | 新進 |
| Keb Asset Management, LLC | 3,622 | $86.8 萬 | 0.25% | −1,600−30.6% | 減碼 |
| BridgePort Financial Solutions, LLC | 3,363 | $87.1 萬 | 0.39% | +3,363 | 新進 |
| Hoxton Planning & Management, LLC | 3,635 | $87.1 萬 | 0.33% | +6+0.2% | 加碼 |
| TSFG, LLC | 3,636 | $87.2 萬 | 0.18% | −232−6.0% | 減碼 |
| NCP Inc. | 3,642 | $87.3 萬 | 0.45% | +10.0% | 加碼 |
| Ssi Investment Management LLC | 3,642 | $87.3 萬 | 0.07% | −5−0.1% | 減碼 |
| Elwood & Goetz Wealth Advisory Group, LLC | 3,649 | $87.5 萬 | 0.21% | +91+2.6% | 加碼 |
| Essex Investment Management Co LLC | 3,650 | $87.5 萬 | 0.16% | −236−6.1% | 減碼 |
| 1776 Wealth LLC | 3,652 | $87.5 萬 | 0.40% | +2+0.1% | 加碼 |
| von Borstel & Associates, Inc. | 3,666 | $87.8 萬 | 0.34% | +33+0.9% | 加碼 |
| Semus Wealth Partners LLC | 3,664 | $87.8 萬 | 0.58% | +3+0.1% | 加碼 |
| Bright Futures Wealth Management, LLC. | 3,295 | $87.8 萬 | 0.78% | −343−9.4% | 減碼 |
| Santori & Peters | 3,665 | $87.9 萬 | 0.34% | +9+0.2% | 加碼 |
| Next Capital Management LLC | 3,670 | $88.0 萬 | 0.36% | −608−14.2% | 減碼 |
| Quantum Private Wealth, LLC | 3,679 | $88.2 萬 | 0.28% | −353−8.8% | 減碼 |
| Advance Capital Management, Inc. | 3,682 | $88.3 萬 | 0.04% | −50−1.3% | 減碼 |