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 |
|---|---|---|---|---|---|
| R.H. Dinel Investment Counsel, Inc. | 4,217 | $101.1 萬 | 0.67% | 00.0% | 不變 |
| Old North State Trust, LLC | 4,219 | $101.1 萬 | 0.64% | +202+5.0% | 加碼 |
| Brown Capital Management LLC | 4,218 | $101.1 萬 | 0.02% | −237−5.3% | 減碼 |
| Blalock Williams, LLC | 4,236 | $101.5 萬 | 1.18% | +4,236 | 新進 |
| Silphium Asset Management Ltd | 4,240 | $101.6 萬 | 0.37% | +4,240 | 新進 |
| Napa Wealth Management | 4,250 | $101.9 萬 | 0.44% | +4,250 | 新進 |
| Ecofi Investissements SA | 4,600 | $102.2 萬 | 0.63% | −200−4.2% | 減碼 |
| Lumbard & Kellner, LLC | 4,262 | $102.2 萬 | 0.44% | +258+6.4% | 加碼 |
| Kohmann Bosshard Financial Services, LLC | 4,262 | $102.2 萬 | 0.12% | −413−8.8% | 減碼 |
| BCJ Capital Management, LLC | 4,263 | $102.2 萬 | 0.08% | −57−1.3% | 減碼 |
| Stonebridge Financial Group, LLC | 4,264 | $102.2 萬 | 0.11% | +4,264 | 新進 |
| Roberts Glore & Co Inc | 4,265 | $102.2 萬 | 0.30% | −35−0.8% | 減碼 |
| Maripau Wealth Management LLC | 4,269 | $102.3 萬 | 0.61% | +4,269 | 新進 |
| Pacific Point Advisors, LLC | 3,823 | $102.4 萬 | 0.62% | +3,823 | 新進 |
| Blackston Financial Advisory Group, LLC | 4,284 | $102.7 萬 | 0.51% | +79+1.9% | 加碼 |
| Cottonwood Capital Advisors, LLC | 4,293 | $102.9 萬 | 0.74% | +804+23.0% | 加碼 |
| Aventura Private Wealth, LLC | 4,298 | $103.0 萬 | 0.55% | +4,298 | 新進 |
| Borer Denton & Associates, Inc. | 4,304 | $103.2 萬 | 0.36% | 00.0% | 不變 |
| Fiera Capital Corp | 4,305 | $103.2 萬 | 0.00% | +630+17.1% | 加碼 |
| Clearwater Capital Advisors, LLC | 4,308 | $103.3 萬 | 0.10% | −418−8.8% | 減碼 |
| Prelude Capital Management, LLC | 4,308 | $103.3 萬 | 0.09% | −2,313−34.9% | 減碼 |
| Cutter & CO Brokerage, Inc. | 4,318 | $103.5 萬 | 0.25% | −322−6.9% | 減碼 |
| Garden State Investment Advisory Services LLC | 4,308 | $103.6 萬 | 0.32% | +119+2.8% | 加碼 |
| Maiden Cove Capital, LLC | 4,324 | $103.7 萬 | 1.58% | −362−7.7% | 減碼 |
| Center For Asset Management LLC | 4,339 | $104.0 萬 | 0.67% | +9+0.2% | 加碼 |
| Private Capital Management LLC | 4,342 | $104.1 萬 | 0.21% | −1,058−19.6% | 減碼 |
| Wealthstream Advisors, Inc. | 4,364 | $104.6 萬 | 0.19% | −6−0.1% | 減碼 |
| Holistic Planning, LLC | 4,365 | $104.6 萬 | 0.38% | −158−3.5% | 減碼 |
| California First Leasing Corp | 4,380 | $105.0 萬 | 0.43% | 00.0% | 不變 |
| BWM Planning, LLC | 4,384 | $105.1 萬 | 0.46% | 00.0% | 不變 |
| Wedge Capital Management L L P | 4,384 | $105.1 萬 | 0.02% | 00.0% | 不變 |
| J.Safra Asset Management Corp | 4,394 | $105.2 萬 | 0.09% | +942+27.3% | 加碼 |
| Gemmer Asset Management LLC | 4,389 | $105.2 萬 | 0.10% | +1,226+38.8% | 加碼 |
| Kirtland Hills Capital Management, LLC | 4,390 | $105.2 萬 | 0.67% | +180+4.3% | 加碼 |
| Full Sail Capital, LLC | 4,397 | $105.4 萬 | 0.07% | +126+3.0% | 加碼 |
| Mainsail Financial Group, LLC | 4,397 | $105.4 萬 | 0.61% | −18−0.4% | 減碼 |
| Castleview Partners, LLC | 4,412 | $105.9 萬 | 0.57% | +134+3.1% | 加碼 |
| Round Rock Advisors, LLC | 4,418 | $105.9 萬 | 0.22% | +1,158+35.5% | 加碼 |
| TPG Advisors LLC | 4,425 | $106.1 萬 | 0.83% | +4+0.1% | 加碼 |
| Transce3nd, LLC | 4,420 | $106.1 萬 | 0.36% | +4,420 | 新進 |
| Davidson Investment Advisors | 4,434 | $106.3 萬 | 0.05% | +131+3.0% | 加碼 |
| Morris Retirement Advisors, LLC | 4,435 | $106.3 萬 | 0.56% | −430−8.8% | 減碼 |
| Westfuller Advisors, LLC | 4,439 | $106.4 萬 | 0.68% | −23−0.5% | 減碼 |
| Goldstein Advisors, LLC | 4,444 | $106.5 萬 | 0.15% | −87−1.9% | 減碼 |
| Humankind Investments LLC | 4,446 | $106.6 萬 | 0.27% | −439−9.0% | 減碼 |
| GPS Wealth Strategies Group, LLC | 4,455 | $106.8 萬 | 0.14% | −690−13.4% | 減碼 |
| Disciplined Equity Management, Inc. | 4,463 | $107.0 萬 | 0.69% | +20+0.5% | 加碼 |
| Ewa, LLC | 4,468 | $107.1 萬 | 0.40% | 00.0% | 不變 |
| Myriad Asset Management US LP | 4,482 | $107.4 萬 | 0.72% | +4,482 | 新進 |
| Luts & Greenleigh Group, Inc | 4,485 | $107.5 萬 | 1.06% | −199−4.2% | 減碼 |
| Avalon Trust Co | 4,486 | $107.5 萬 | 0.08% | +313+7.5% | 加碼 |
| PUREfi Wealth, LLC | 4,495 | $107.7 萬 | 1.05% | +4,495 | 新進 |
| Shulman DeMeo Asset Management LLC | 4,500 | $107.9 萬 | 0.29% | −59−1.3% | 減碼 |
| WNY Asset Management, LLC | 4,504 | $108.0 萬 | 0.13% | −156−3.3% | 減碼 |
| Old Point Trust & Financial Services N A | 4,506 | $108.0 萬 | 0.38% | −134−2.9% | 減碼 |
| Eaton Financial Holdings Company, LLC | 4,507 | $108.0 萬 | 0.42% | −32−0.7% | 減碼 |
| Deseret Mutual Benefit Administrators | 4,519 | $108.3 萬 | 0.53% | −445−9.0% | 減碼 |
| Helen Stephens Group, LLC | 4,528 | $108.5 萬 | 0.32% | +17+0.4% | 加碼 |
| CMG Global Holdings, LLC | 4,132 | $108.6 萬 | 0.60% | +16+0.4% | 加碼 |
| Caas Capital Management LP | 4,531 | $108.6 萬 | 0.90% | +4,531 | 新進 |
| Ariadne Wealth Management, LP | 4,014 | $108.8 萬 | 0.50% | +794+24.7% | 加碼 |
| Synergy Financial Management, LLC | 4,998 | $108.9 萬 | 0.08% | +1,197+31.5% | 加碼 |
| CWS Financial Advisors, LLC | 4,546 | $109.0 萬 | 0.35% | +10.0% | 加碼 |
| Hassell Wealth Management, LLC | 4,085 | $109.1 萬 | 0.44% | 00.0% | 不變 |
| PSI Advisors, LLC | 4,560 | $109.3 萬 | 0.32% | +20.0% | 加碼 |
| Hamilton Wealth, LLC | 4,562 | $109.4 萬 | 0.26% | −636−12.2% | 減碼 |
| Breed's Hill Capital LLC | 4,565 | $109.4 萬 | 0.57% | +2,861+167.9% | 加碼 |
| Michael B. Yongue | 4,567 | $109.5 萬 | 0.87% | +425+10.3% | 加碼 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,568 | $109.5 萬 | 0.09% | −13−0.3% | 減碼 |
| Pennington Partners & Co., LLC | 4,572 | $109.6 萬 | 0.54% | +4,572 | 新進 |
| Great Oak Capital Partners, LLC | 4,493 | $109.7 萬 | 0.37% | +25+0.6% | 加碼 |
| Matisse Capital | 4,581 | $109.8 萬 | 0.56% | 00.0% | 不變 |
| Liberty Wealth Management LLC | 4,589 | $110.0 萬 | 0.18% | +105+2.3% | 加碼 |
| Eagle Harbor Asset Management Inc | 4,597 | $110.2 萬 | 1.10% | −36−0.8% | 減碼 |
| Wintrust Investments LLC | 4,597 | $110.2 萬 | 0.97% | −353−7.1% | 減碼 |
| Advyzon Investment Management, LLC | 4,598 | $110.2 萬 | 0.43% | +4,598 | 新進 |
| Retirement Planning Co of New England, Inc. | 4,600 | $110.3 萬 | 0.53% | +251+5.8% | 加碼 |
| Investment Advisory Group, LLC | 4,607 | $110.4 萬 | 0.37% | −540−10.5% | 減碼 |
| Buttonwood Financial Advisors Inc. | 4,607 | $110.4 萬 | 0.49% | −508−9.9% | 減碼 |
| Summit Wealth Partners, LLC | 4,611 | $110.5 萬 | 0.23% | −1,012−18.0% | 減碼 |
| Werba Rubin Papier Wealth Management | 4,621 | $110.8 萬 | 0.26% | −142−3.0% | 減碼 |
| Woodward Financial Advisors, Inc. | 4,622 | $110.8 萬 | 0.55% | −90−1.9% | 減碼 |
| Eldridge Investment Advisors, Inc. | 4,628 | $110.9 萬 | 0.26% | 00.0% | 不變 |
| CM Wealth Advisors LLC | 4,629 | $111.0 萬 | 0.36% | −175−3.6% | 減碼 |
| Planning Center, Inc. | 4,631 | $111.0 萬 | 0.14% | −232−4.8% | 減碼 |
| Family Firm, Inc. | 4,638 | $111.2 萬 | 0.25% | +12+0.3% | 加碼 |
| Wagner Wealth Management, LLC | 4,639 | $111.2 萬 | 0.29% | +529+12.9% | 加碼 |
| Merrion Investment Management Co, LLC | 4,644 | $111.3 萬 | 0.77% | 00.0% | 不變 |
| Armstrong Advisory Group, Inc | 4,644 | $111.3 萬 | 0.09% | +549+13.4% | 加碼 |
| Skba Capital Management LLC | 4,657 | $111.6 萬 | 0.18% | −610−11.6% | 減碼 |
| Aspire Private Capital, LLC | 4,659 | $111.7 萬 | 0.28% | +159+3.5% | 加碼 |
| Fiduciary Planning LLC | 4,661 | $111.7 萬 | 0.36% | −32−0.7% | 減碼 |
| Fortress Private Ledger, LLC | 4,666 | $111.8 萬 | 0.68% | +4,666 | 新進 |
| Grove Street Fiduciary, LLC | 4,673 | $112.0 萬 | 0.59% | +4,673 | 新進 |
| Summit X, LLC | 4,680 | $112.2 萬 | 0.25% | +155+3.4% | 加碼 |
| BIP Wealth, LLC | 4,686 | $112.3 萬 | 0.08% | +1,226+35.4% | 加碼 |
| Meridian Management Co | 4,692 | $112.5 萬 | 0.30% | +161+3.6% | 加碼 |
| Cavalier Investments, LLC | 4,698 | $112.6 萬 | 0.38% | +192+4.3% | 加碼 |
| Strategies Wealth Advisors, LLC | 4,087 | $112.8 萬 | 0.14% | +4,087 | 新進 |
| Maxele Advisors, LLC | 4,712 | $112.9 萬 | 1.08% | +4,712 | 新進 |