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 |
|---|---|---|---|---|---|
| Fountainhead AM, LLC | 4,713 | $113.0 萬 | 0.21% | +1,453+44.6% | 加碼 |
| Enclave Advisors LLC | 4,714 | $113.0 萬 | 0.19% | −53−1.1% | 減碼 |
| Insight Advisors, LLC | 4,723 | $113.0 萬 | 0.19% | +24+0.5% | 加碼 |
| Paladin Wealth, LLC | 4,716 | $113.0 萬 | 0.98% | +205+4.5% | 加碼 |
| Elgethun Capital Management | 4,720 | $113.1 萬 | 0.27% | +263+5.9% | 加碼 |
| 49 Wealth Management, LLC | 4,720 | $113.1 萬 | 0.16% | +122+2.7% | 加碼 |
| Fairvoy Private Wealth, LLC | 4,720 | $113.1 萬 | 0.30% | +4,720 | 新進 |
| Arthur M. Cohen & Associates, LLC | 4,721 | $113.2 萬 | 0.20% | +790+20.1% | 加碼 |
| Southeast Asset Advisors Inc. | 4,722 | $113.2 萬 | 0.14% | +51+1.1% | 加碼 |
| Heritage Investment Group, Inc. | 4,727 | $113.3 萬 | 0.21% | −183−3.7% | 減碼 |
| Activest Wealth Management | 4,731 | $113.4 萬 | 0.32% | −334−6.6% | 減碼 |
| Requisite Capital Management, LLC | 4,732 | $113.4 萬 | 0.23% | −5−0.1% | 減碼 |
| Waterway Wealth Management, LLC | 4,744 | $113.7 萬 | 0.50% | +178+3.9% | 加碼 |
| Voisard Asset Management Group, Inc. | 4,762 | $114.1 萬 | 0.38% | −306−6.0% | 減碼 |
| Lakeshore Capital Group, Inc. | 4,763 | $114.2 萬 | 1.73% | +4,763 | 新進 |
| Bravias Capital Group, LLC | 4,276 | $114.3 萬 | 0.93% | +4,276 | 新進 |
| Red Wave Investments LLC | 4,781 | $114.6 萬 | 0.40% | +11+0.2% | 加碼 |
| Jacobsen Capital Management | 4,783 | $114.7 萬 | 0.49% | +10.0% | 加碼 |
| Carrera Capital Advisors | 4,786 | $114.7 萬 | 0.27% | +489+11.4% | 加碼 |
| Sage Private Wealth Group, LLC | 4,792 | $114.9 萬 | 0.86% | −638−11.7% | 減碼 |
| McAdam, LLC | 4,799 | $115.0 萬 | 0.06% | +540+12.7% | 加碼 |
| Longfellow Investment Management Co LLC | 4,813 | $115.4 萬 | 0.30% | −308−6.0% | 減碼 |
| Abel Hall, LLC | 4,819 | $115.5 萬 | 0.74% | +108+2.3% | 加碼 |
| Truvestments Capital LLC | 4,824 | $115.6 萬 | 0.30% | +161+3.5% | 加碼 |
| Guardian Asset Advisors, LLC | 4,828 | $115.9 萬 | 0.74% | +167+3.6% | 加碼 |
| Atlas Private Wealth Advisors | 4,833 | $115.9 萬 | 0.16% | −516−9.6% | 減碼 |
| Oliver Luxxe Assets LLC | 5,496 | $115.9 萬 | 0.21% | 00.0% | 不變 |
| Topsail Wealth Management, LLC | 4,835 | $115.9 萬 | 0.25% | +4,835 | 新進 |
| Weinberger Asset Management, Inc | 4,837 | $115.9 萬 | 0.48% | −20.0% | 減碼 |
| Harris Associates L P大師Oakmark（Harris Associates） | 4,839 | $116.0 萬 | 0.00% | −136−2.7% | 減碼 |
| Mach-1 Financial Group, Inc. | 4,843 | $116.1 萬 | 2.09% | +474+10.8% | 加碼 |
| Seamount Financial Group Inc | 4,847 | $116.2 萬 | 0.80% | −364−7.0% | 減碼 |
| Manske Wealth Management | 4,848 | $116.2 萬 | 0.46% | +4,848 | 新進 |
| Alliance Wealth Advisors, LLC | 4,849 | $116.2 萬 | 0.67% | −111−2.2% | 減碼 |
| Philo Smith Capital Corp | 4,850 | $116.3 萬 | 0.33% | −4,700−49.2% | 減碼 |
| Renaissance Group LLC | 4,850 | $116.3 萬 | 0.05% | −211−4.2% | 減碼 |
| Diamant Asset Management, Inc. | 4,851 | $116.3 萬 | 0.74% | 00.0% | 不變 |
| Avaii Wealth Management, LLC | 4,857 | $116.4 萬 | 0.57% | −179−3.6% | 減碼 |
| Nova Wealth Management, Inc. | 4,863 | $116.6 萬 | 1.01% | +4,863 | 新進 |
| Smith Thornton Advisors LLC | 4,875 | $116.9 萬 | 0.74% | +1,164+31.4% | 加碼 |
| Darden Wealth Group Inc | 4,880 | $117.0 萬 | 0.79% | +490+11.2% | 加碼 |
| Taylor Hoffman Capital Management LLC | 4,903 | $117.5 萬 | 0.43% | 00.0% | 不變 |
| Eubel Brady & Suttman Asset Management Inc | 4,907 | $117.6 萬 | 0.16% | −15−0.3% | 減碼 |
| Wallington Asset Management, LLC | 4,923 | $118.0 萬 | 0.17% | −60−1.2% | 減碼 |
| HBW Advisory Services LLC | 4,925 | $118.1 萬 | 0.18% | +473+10.6% | 加碼 |
| Richardson Financial Services Inc. | 4,955 | $118.6 萬 | 0.83% | −368−6.9% | 減碼 |
| Benson Investment Management Company, Inc. | 4,950 | $118.7 萬 | 0.49% | 00.0% | 不變 |
| Creative Financial Designs Inc | 4,954 | $118.7 萬 | 0.10% | −274−5.2% | 減碼 |
| Elevatus Welath Management | 4,962 | $118.9 萬 | 0.41% | +679+15.9% | 加碼 |
| McHugh Group, LLC | 4,975 | $119.3 萬 | 0.89% | +4,975 | 新進 |
| Viawealth, LLC | 4,977 | $119.3 萬 | 0.72% | −541−9.8% | 減碼 |
| Wayfinding Financial, LLC | 4,980 | $119.3 萬 | 0.64% | +4,980 | 新進 |
| Westhampton Capital, LLC | 4,979 | $119.4 萬 | 0.61% | +20+0.4% | 加碼 |
| Steamboat Capital Partners, LLC | 4,981 | $119.4 萬 | 0.37% | +4,981 | 新進 |
| Port Capital LLC | 4,981 | $119.4 萬 | 0.05% | −118−2.3% | 減碼 |
| Smart Portfolios, LLC | 4,984 | $119.5 萬 | 1.25% | −90−1.8% | 減碼 |
| Beaumont Asset Management, L.L.C. | 4,997 | $119.8 萬 | 0.69% | −120−2.3% | 減碼 |
| Greenhaven Associates Inc大師Greenhaven | 5,000 | $119.9 萬 | 0.02% | 00.0% | 不變 |
| JBF Capital, Inc. | 5,000 | $119.9 萬 | 0.21% | 00.0% | 不變 |
| Campion Asset Management LLC | 5,001 | $119.9 萬 | 0.91% | −28−0.6% | 減碼 |
| Up Strategic Wealth Investment Advisors LLC | 5,003 | $119.9 萬 | 1.20% | +859+20.7% | 加碼 |
| Gateway Wealth Partners, LLC | 5,003 | $119.9 萬 | 0.31% | −87−1.7% | 減碼 |
| Shelton Wealth Management, LLC | 5,006 | $120.0 萬 | 0.66% | +79+1.6% | 加碼 |
| Oliver Lagore Vanvalin Investment Group | 5,007 | $120.0 萬 | 0.31% | −20.0% | 減碼 |
| Hofer & Associates. Inc | 5,008 | $120.0 萬 | 0.81% | −330−6.2% | 減碼 |
| Dempze Nancy E | 5,018 | $120.3 萬 | 0.69% | −70−1.4% | 減碼 |
| Garde Capital, Inc. | 5,028 | $120.5 萬 | 0.08% | +1,402+38.7% | 加碼 |
| PFW Advisors LLC | 5,031 | $120.6 萬 | 0.37% | +5,031 | 新進 |
| May Hill Capital, LLC | 5,034 | $120.7 萬 | 0.47% | +5,034 | 新進 |
| Willner & Heller, LLC | 5,042 | $120.9 萬 | 1.06% | +23+0.5% | 加碼 |
| Spinnaker Investment Group, LLC | 5,049 | $121.0 萬 | 0.29% | +152+3.1% | 加碼 |
| Kennedy Investment Group | 5,053 | $121.1 萬 | 0.55% | +48+1.0% | 加碼 |
| Keyvantage Wealth, LLC | 5,063 | $121.4 萬 | 0.87% | +5,063 | 新進 |
| Patron Partners Advisors, LLC | 5,074 | $121.6 萬 | 0.66% | +481+10.5% | 加碼 |
| Aurora Private Wealth, Inc. | 5,075 | $121.7 萬 | 0.91% | +137+2.8% | 加碼 |
| Leonard Rickey Investment Advisors P.L.L.C. | 5,085 | $121.9 萬 | 0.28% | +15+0.3% | 加碼 |
| Tributary Capital Management, LLC | 5,087 | $121.9 萬 | 0.09% | −205−3.9% | 減碼 |
| First National Bank | 5,087 | $121.9 萬 | 0.83% | −5−0.1% | 減碼 |
| TrueWealth Advisors, LLC | 5,090 | $122.0 萬 | 0.41% | −1,373−21.2% | 減碼 |
| Redwood Investment Management, LLC | 5,092 | $122.1 萬 | 0.12% | +1,123+28.3% | 加碼 |
| Cascades Capital Asset Management, LLC | 5,097 | $122.2 萬 | 0.65% | +8+0.2% | 加碼 |
| Virtus ETF Advisers LLC | 5,104 | $122.3 萬 | 0.50% | +932+22.3% | 加碼 |
| Armis Advisers, LLC | 5,106 | $122.4 萬 | 0.15% | +5,106 | 新進 |
| Alliance Wealth Management Group | 5,106 | $122.4 萬 | 0.33% | −40−0.8% | 減碼 |
| Gibbs Wealth Management | 5,115 | $122.6 萬 | 0.33% | +1,230+31.7% | 加碼 |
| PKS Advisory Services, LLC | 5,120 | $122.7 萬 | 0.34% | +5,120 | 新進 |
| Canandaigua National Trust Co of Florida | 5,140 | $123.2 萬 | 0.96% | +496+10.7% | 加碼 |
| Almanack Investment Partners, LLC. | 5,143 | $123.3 萬 | 0.19% | +39+0.8% | 加碼 |
| Centerpoint Advisors, LLC | 5,146 | $123.4 萬 | 0.43% | −423−7.6% | 減碼 |
| Salzhauer Michael | 5,168 | $123.9 萬 | 0.63% | −1,552−23.1% | 減碼 |
| Elyxium Wealth, LLC | 5,175 | $124.0 萬 | 0.76% | −8,491−62.1% | 減碼 |
| Horan Securities, Inc. | 5,178 | $124.1 萬 | 0.47% | −128−2.4% | 減碼 |
| Proathlete Wealth Management LLC | 5,187 | $124.4 萬 | 0.47% | +85+1.7% | 加碼 |
| Whalen Wealth Management Inc. | 5,190 | $124.4 萬 | 0.86% | +1,325+34.3% | 加碼 |
| Tectonic Advisors LLC | 5,197 | $124.6 萬 | 0.08% | +218+4.4% | 加碼 |
| ZEGA Investments, LLC | 4,706 | $124.6 萬 | 0.37% | +4,706 | 新進 |
| Alan B. Lancz & Associates, Inc. | 5,206 | $124.8 萬 | 1.27% | −300−5.4% | 減碼 |
| Latitude Advisors, LLC | 5,212 | $124.9 萬 | 0.70% | −46−0.9% | 減碼 |
| Stephenson National Bank & Trust | 5,217 | $125.1 萬 | 0.42% | −294−5.3% | 減碼 |
| Cross Staff Investments Inc | 5,217 | $125.1 萬 | 0.94% | −254−4.6% | 減碼 |