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 |
|---|---|---|---|---|---|
| Prostatis Group LLC | 3,682 | $88.3 萬 | 0.26% | +300+8.9% | 加碼 |
| Per Stirling Capital Management, LLC. | 3,682 | $88.3 萬 | 0.13% | −157−4.1% | 減碼 |
| Diversified Portfolios, Inc. | 3,688 | $88.4 萬 | 0.10% | −7−0.2% | 減碼 |
| A. D. Beadell Investment Counsel, Inc. | 3,688 | $88.4 萬 | 0.72% | −5,080−57.9% | 減碼 |
| William Mack & Associates, Inc. | 3,689 | $88.4 萬 | 0.93% | +3,689 | 新進 |
| Wallace Advisory Group, LLC | 4,196 | $88.5 萬 | 0.61% | −1,254−23.0% | 減碼 |
| Whitaker-Myers Wealth Managers, LTD. | 3,694 | $88.5 萬 | 0.26% | +217+6.2% | 加碼 |
| Dougherty Wealth Advisers LLC | 3,699 | $88.7 萬 | 0.69% | 00.0% | 不變 |
| M3 Advisory Group, LLC | 3,701 | $88.7 萬 | 0.64% | −113−3.0% | 減碼 |
| Atticus Wealth Management, LLC | 3,702 | $88.8 萬 | 0.28% | +106+2.9% | 加碼 |
| KDT Advisors, LLC | 3,712 | $89.0 萬 | 1.31% | +3,712 | 新進 |
| Consilio Wealth Advisors, LLC | 3,715 | $89.1 萬 | 0.36% | +92+2.5% | 加碼 |
| Holland Advisory Services, Inc. | 3,717 | $89.1 萬 | 1.16% | +124+3.5% | 加碼 |
| Griffith & Werner, Inc. | 3,720 | $89.2 萬 | 0.59% | +3,720 | 新進 |
| McCarthy & Cox | 3,734 | $89.5 萬 | 0.31% | −289−7.2% | 減碼 |
| Hourglass Capital, LLC | 3,735 | $89.5 萬 | 0.25% | 00.0% | 不變 |
| Portland Global Advisors LLC | 3,738 | $89.6 萬 | 0.11% | +13+0.3% | 加碼 |
| Horizon Kinetics Asset Management LLC | 3,745 | $89.8 萬 | 0.01% | −322−7.9% | 減碼 |
| Mayfair Advisory Group, LLC | 3,757 | $90.1 萬 | 0.53% | +210+5.9% | 加碼 |
| Holos Integrated Wealth LLC | 3,764 | $90.2 萬 | 0.62% | +3,764 | 新進 |
| BlueSky Wealth Advisors, LLC | 3,768 | $90.3 萬 | 0.14% | 00.0% | 不變 |
| GFG Capital, LLC | 3,770 | $90.4 萬 | 0.25% | +10.0% | 加碼 |
| Arkfeld Wealth Strategies, L.L.C. | 3,701 | $90.4 萬 | 0.42% | +16+0.4% | 加碼 |
| Investor's Fiduciary Advisor Network, LLC | 3,780 | $90.5 萬 | 0.35% | +3,780 | 新進 |
| Tillman Hartley LLC | 3,779 | $90.6 萬 | 0.26% | 00.0% | 不變 |
| GenWealth Group, Inc. | 3,780 | $90.6 萬 | 0.21% | −64−1.7% | 減碼 |
| Flagstone Financial Management | 3,781 | $90.6 萬 | 0.30% | −275−6.8% | 減碼 |
| Maltin Wealth Management, Inc. | 3,784 | $90.7 萬 | 0.45% | +16+0.4% | 加碼 |
| Plan A Wealth LLC | 3,789 | $90.8 萬 | 0.83% | +3,789 | 新進 |
| Ellevest, Inc. | 3,790 | $90.8 萬 | 0.05% | −404−9.6% | 減碼 |
| Versant Capital Management, Inc | 3,797 | $91.0 萬 | 0.20% | +1,028+37.1% | 加碼 |
| Ruggaard & Associates LLC | 3,799 | $91.1 萬 | 0.40% | −20−0.5% | 減碼 |
| Hillcrest Wealth Advisors - NY, LLC | 3,810 | $91.3 萬 | 0.43% | −500−11.6% | 減碼 |
| LCM Capital Management Inc | 3,811 | $91.4 萬 | 0.52% | 00.0% | 不變 |
| Howard Wealth Management, LLC | 3,815 | $91.5 萬 | 0.49% | −38−1.0% | 減碼 |
| Watershed Private Wealth LLC | 3,831 | $91.8 萬 | 0.36% | −326−7.8% | 減碼 |
| TFR Capital, LLC. | 3,836 | $92.0 萬 | 0.46% | +3,836 | 新進 |
| Goldstream Capital Management Ltd | 3,841 | $92.1 萬 | 0.39% | −5,141−57.2% | 減碼 |
| Keebeck Wealth Management, LLC | 3,844 | $92.2 萬 | 0.13% | +227+6.3% | 加碼 |
| Benchmark Financial Wealth Advisors, LLC | 3,846 | $92.2 萬 | 0.30% | +67+1.8% | 加碼 |
| Clearview Wealth Advisors LLC | 3,856 | $92.4 萬 | 0.70% | −32−0.8% | 減碼 |
| Warren Street Wealth Advisors, LLC | 3,857 | $92.5 萬 | 0.38% | −221−5.4% | 減碼 |
| WealthTrust Asset Management, LLC | 3,878 | $93.0 萬 | 0.67% | −112−2.8% | 減碼 |
| Cape Investment Advisory, Inc. | 3,899 | $93.5 萬 | 0.37% | −15−0.4% | 減碼 |
| Taika Capital, LP | 3,903 | $93.6 萬 | 0.71% | +3,903 | 新進 |
| Avantra Family Wealth, Inc. | 3,918 | $93.9 萬 | 0.88% | +3,918 | 新進 |
| Total Investment Management Inc | 3,923 | $94.0 萬 | 0.13% | +203+5.5% | 加碼 |
| Doheny Asset Management | 3,926 | $94.1 萬 | 0.70% | 00.0% | 不變 |
| Vawter Financial, Ltd. | 3,930 | $94.2 萬 | 0.57% | +30+0.8% | 加碼 |
| Challenger Wealth Management | 3,935 | $94.3 萬 | 0.81% | +3,935 | 新進 |
| Thomas Story & Son LLC | 3,940 | $94.4 萬 | 0.40% | 00.0% | 不變 |
| GSG Advisors LLC | 3,950 | $94.7 萬 | 0.30% | +451+12.9% | 加碼 |
| Ironwood Investment Management LLC | 3,954 | $94.8 萬 | 0.47% | 00.0% | 不變 |
| CJM Wealth Advisers, Ltd. | 3,957 | $94.8 萬 | 0.32% | −157−3.8% | 減碼 |
| Mogy Joel R Investment Counsel Inc | 3,966 | $95.1 萬 | 0.06% | 00.0% | 不變 |
| Narus Financial Partners, LLC | 3,972 | $95.2 萬 | 0.32% | −210−5.0% | 減碼 |
| Sterling Group Wealth Management, LLC | 3,981 | $95.4 萬 | 0.50% | −99−2.4% | 減碼 |
| Harbor Group, Inc. | 3,988 | $95.6 萬 | 0.21% | +10.0% | 加碼 |
| Epacria Capital Partners, LLC | 4,000 | $95.9 萬 | 0.81% | −6,400−61.5% | 減碼 |
| Harbert Fund Advisors, Inc. | 4,000 | $95.9 萬 | 0.83% | +1,500+60.0% | 加碼 |
| Impact Partnership Wealth, LLC | 4,000 | $95.9 萬 | 0.19% | +322+8.8% | 加碼 |
| Wendell David Associates Inc | 4,000 | $95.9 萬 | 0.09% | 00.0% | 不變 |
| Wellspring Financial Advisors, LLC | 4,003 | $95.9 萬 | 0.10% | −322−7.4% | 減碼 |
| Custom Index Systems, LLC | 4,015 | $96.2 萬 | 0.52% | −84−2.0% | 減碼 |
| Taylor Financial Group, Inc. | 4,041 | $96.9 萬 | 0.67% | 00.0% | 不變 |
| Safeguard Financial, LLC | 4,048 | $97.0 萬 | 0.21% | +29+0.7% | 加碼 |
| Partners Wealth Management, LLC | 4,049 | $97.1 萬 | 1.10% | +4,049 | 新進 |
| Ninepoint Partners LP | 4,050 | $97.1 萬 | 0.15% | +131+3.3% | 加碼 |
| Investors Research Corp | 4,053 | $97.2 萬 | 0.21% | −250−5.8% | 減碼 |
| Lifeworks Advisors, LLC | 4,055 | $97.2 萬 | 0.18% | +162+4.2% | 加碼 |
| ERTS Wealth Advisors, LLC | 4,058 | $97.3 萬 | 0.18% | −366−8.3% | 減碼 |
| NFP Retirement, Inc. | 4,067 | $97.5 萬 | 0.08% | +230+6.0% | 加碼 |
| Pine Haven Investment Counsel, Inc | 4,072 | $97.6 萬 | 0.80% | −255−5.9% | 減碼 |
| 1858 Wealth Management, LLC | 4,078 | $97.8 萬 | 0.77% | −66−1.6% | 減碼 |
| Connective Portfolio Management, LLC | 4,080 | $97.8 萬 | 1.46% | −6,000−59.5% | 減碼 |
| Kaydan Wealth Management, Inc. | 4,081 | $97.8 萬 | 0.33% | 00.0% | 不變 |
| McDonough Capital Management, Inc | 4,083 | $97.9 萬 | 0.61% | +893+28.0% | 加碼 |
| Maxi Investments CY Ltd | 4,091 | $98.1 萬 | 0.19% | +4,091 | 新進 |
| Discipline Wealth Solutions, LLC | 4,097 | $98.2 萬 | 0.45% | +398+10.8% | 加碼 |
| Crown Wealth Group, LLC | 4,098 | $98.2 萬 | 0.40% | −35−0.8% | 減碼 |
| Affinity Capital Advisors, LLC | 4,046 | $98.4 萬 | 0.19% | +129+3.3% | 加碼 |
| Fca Corp | 4,434 | $98.4 萬 | 0.31% | +5+0.1% | 加碼 |
| Helium Advisors LLC | 4,106 | $98.4 萬 | 0.78% | +4,106 | 新進 |
| Wimmer Associates 1, LLC | 4,114 | $98.6 萬 | 0.49% | +40+1.0% | 加碼 |
| Ardent Capital Management, Inc. | 4,120 | $98.8 萬 | 0.45% | −1,800−30.4% | 減碼 |
| Twin Focus Capital Partners, LLC | 4,122 | $98.8 萬 | 0.15% | −330−7.4% | 減碼 |
| MFA Wealth Services | 4,123 | $98.8 萬 | 0.79% | +4,123 | 新進 |
| NBZ Investment Advisors LLC | 4,128 | $99.0 萬 | 0.55% | +4,128 | 新進 |
| Summa Corp. | 4,133 | $99.1 萬 | 0.49% | 00.0% | 不變 |
| Landaas & Co | 4,160 | $99.7 萬 | 0.28% | +4+0.1% | 加碼 |
| Hopwood Financial Services, Inc. | 4,161 | $99.7 萬 | 0.76% | +4,161 | 新進 |
| Byrne Financial Freedom, LLC | 4,161 | $99.7 萬 | 0.44% | +4,161 | 新進 |
| S.A. Mason LLC | 4,164 | $99.8 萬 | 0.52% | −5−0.1% | 減碼 |
| GGM Financials LLC | 4,172 | $100.0 萬 | 1.07% | +19+0.5% | 加碼 |
| Curated Wealth Partners LLC | 4,184 | $100.3 萬 | 0.11% | −97−2.3% | 減碼 |
| Paragon Private Wealth Management, LLC | 4,191 | $100.5 萬 | 0.46% | +868+26.1% | 加碼 |
| Retirement Income Solutions, Inc | 4,194 | $100.5 萬 | 0.20% | −209−4.7% | 減碼 |
| Collective Family Office LLC | 4,195 | $100.6 萬 | 0.28% | −43−1.0% | 減碼 |
| First National Corp | 4,204 | $100.8 萬 | 0.23% | +14+0.3% | 加碼 |
| Tevis Investment Management | 4,213 | $101.0 萬 | 0.75% | −433−9.3% | 減碼 |