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 |
|---|---|---|---|---|---|
| XTX Topco Ltd | 5,225 | $125.2 萬 | 0.11% | +2,861+121.0% | 加碼 |
| DHK Financial Advisors, Inc. | 5,227 | $125.3 萬 | 0.76% | +2,325+80.1% | 加碼 |
| Cardinal Capital Management, Inc. | 5,235 | $125.5 萬 | 0.04% | −4,805−47.9% | 減碼 |
| Financial Partners Group, Inc | 5,235 | $125.5 萬 | 0.18% | +239+4.8% | 加碼 |
| Tanager Wealth Management LLP | 5,244 | $125.7 萬 | 0.16% | +1,564+42.5% | 加碼 |
| Hickory Point Bank & Trust | 5,251 | $125.9 萬 | 1.12% | +5,251 | 新進 |
| Aspen Grove Capital, LLC | 5,256 | $126.0 萬 | 0.27% | −40−0.8% | 減碼 |
| Elevate Capital Advisors, LLC | 5,257 | $126.0 萬 | 1.11% | +5,257 | 新進 |
| Eagle Strategies LLC | 5,257 | $126.0 萬 | 0.22% | −398−7.0% | 減碼 |
| Galibier Capital Management Ltd. | 5,260 | $126.1 萬 | 0.36% | 00.0% | 不變 |
| Williamson Legacy Group, LLC | 5,266 | $126.2 萬 | 0.84% | +332+6.7% | 加碼 |
| Castlekeep Investment Advisors LLC | 5,283 | $126.6 萬 | 0.89% | −480−8.3% | 減碼 |
| Baron Wealth Management LLC | 5,286 | $126.7 萬 | 0.60% | +176+3.4% | 加碼 |
| Hutchinson Capital Management | 5,291 | $126.8 萬 | 0.24% | 00.0% | 不變 |
| Councilmark Asset Management, LLC | 5,293 | $126.9 萬 | 0.85% | +51+1.0% | 加碼 |
| Sterneck Capital Management, LLC | 5,299 | $127.0 萬 | 0.69% | +93+1.8% | 加碼 |
| West Bancorporation Inc | 5,303 | $127.1 萬 | 0.84% | −64−1.2% | 減碼 |
| MinichMacGregor Wealth Management, LLC | 5,307 | $127.2 萬 | 0.26% | +619+13.2% | 加碼 |
| Floyd Financial Group LLC | 5,305 | $127.3 萬 | 1.05% | +5,305 | 新進 |
| Gerber, LLC | 5,315 | $127.4 萬 | 0.93% | +5+0.1% | 加碼 |
| Blake Schutter Theil Wealth Advisors, LLC | 5,319 | $127.5 萬 | 1.35% | −6,652−55.6% | 減碼 |
| Hillsdale Investment Management Inc. | 5,322 | $127.6 萬 | 0.06% | −1,380−20.6% | 減碼 |
| Cravens & Co Advisors, LLC | 5,322 | $127.6 萬 | 0.97% | −20.0% | 減碼 |
| Burt Wealth Advisors | 5,331 | $127.8 萬 | 0.32% | −98−1.8% | 減碼 |
| Oldfather Financial Services, LLC | 5,331 | $127.8 萬 | 0.49% | +5+0.1% | 加碼 |
| Horizon Wealth Management, LLC | 5,341 | $128.0 萬 | 0.22% | −127−2.3% | 減碼 |
| Hara Capital LLC | 5,346 | $128.1 萬 | 0.81% | 00.0% | 不變 |
| Renasant Bank | 5,347 | $128.2 萬 | 0.83% | −101−1.9% | 減碼 |
| Grant Street Asset Management, Inc. | 5,355 | $128.4 萬 | 0.34% | −3−0.1% | 減碼 |
| Sachetta, LLC | 5,364 | $128.6 萬 | 0.51% | −322−5.7% | 減碼 |
| Northstar Group, Inc. | 5,368 | $128.7 萬 | 0.22% | +2,242+71.7% | 加碼 |
| Strategic Family Wealth Counselors, L.L.C. | 5,373 | $128.8 萬 | 0.42% | +529+10.9% | 加碼 |
| Cassia Capital Partners, LLC | 5,388 | $129.2 萬 | 0.82% | +935+21.0% | 加碼 |
| Bellevue Asset Management, LLC | 5,397 | $129.4 萬 | 0.67% | +20.0% | 加碼 |
| Evernest Financial Advisors, LLC | 5,405 | $129.6 萬 | 0.34% | −57−1.0% | 減碼 |
| Oxler Private Wealth LLC | 5,408 | $129.6 萬 | 0.43% | +26+0.5% | 加碼 |
| Angeles Investment Advisors, LLC | 5,416 | $129.8 萬 | 0.06% | +17+0.3% | 加碼 |
| Peregrine Asset Advisers, Inc. | 5,425 | $130.0 萬 | 0.48% | −355−6.1% | 減碼 |
| Tranquilli Financial Advisor LLC | 5,425 | $130.0 萬 | 0.82% | −98−1.8% | 減碼 |
| Evanson Asset Management, LLC | 5,429 | $130.1 萬 | 0.09% | 00.0% | 不變 |
| Probity Advisors, Inc. | 5,437 | $130.3 萬 | 0.25% | +432+8.6% | 加碼 |
| Cornerstone Planning Group LLC | 4,907 | $130.4 萬 | 0.32% | +4,034+462.1% | 加碼 |
| Maia Wealth LLC | 4,912 | $130.6 萬 | 0.28% | +716+17.1% | 加碼 |
| Carolinas Wealth Consulting LLC | 5,458 | $130.8 萬 | 0.26% | −433−7.4% | 減碼 |
| Firestone Capital Management | 5,459 | $130.8 萬 | 0.33% | −27−0.5% | 減碼 |
| LWM Advisory Services, LLC | 5,458 | $130.9 萬 | 0.91% | −40−0.7% | 減碼 |
| Ameriflex Group, Inc. | 4,908 | $131.2 萬 | 0.60% | +4,908 | 新進 |
| Wambolt & Associates, LLC | 5,474 | $131.2 萬 | 0.42% | −3,265−37.4% | 減碼 |
| Petros Family Wealth, LLC | 5,477 | $131.3 萬 | 1.42% | +5,477 | 新進 |
| Eagle Bay Advisors LLC | 5,478 | $131.3 萬 | 0.83% | −750−12.0% | 減碼 |
| Aster Capital Management (DIFC) Ltd | 5,485 | $131.5 萬 | 0.50% | −27,493−83.4% | 減碼 |
| Lodestar Private Asset Management LLC | 5,488 | $131.5 萬 | 0.16% | +10.0% | 加碼 |
| Centurion Wealth Management LLC | 5,492 | $131.6 萬 | 0.41% | +145+2.7% | 加碼 |
| Private Wealth Advisors | 5,497 | $131.8 萬 | 0.57% | −17−0.3% | 減碼 |
| Capstone Triton Financial Group, LLC | 5,520 | $132.3 萬 | 0.83% | +374+7.3% | 加碼 |
| Cambridge Advisors Inc. | 5,526 | $132.5 萬 | 0.30% | +20+0.4% | 加碼 |
| Park Capital Management, LLC | 5,533 | $132.6 萬 | 1.59% | +5,533 | 新進 |
| Hurlow Wealth Management Group, Inc. | 5,538 | $132.8 萬 | 0.41% | +40+0.7% | 加碼 |
| Investment Partners Asset Management, Inc. | 5,538 | $132.8 萬 | 1.04% | +572+11.5% | 加碼 |
| Cardiff Park Advisors, LLC | 5,541 | $132.8 萬 | 0.13% | +4+0.1% | 加碼 |
| Allie Family Office LLC | 5,541 | $132.8 萬 | 0.74% | 00.0% | 不變 |
| Yoffe Investment Management, LLC | 5,543 | $132.9 萬 | 1.97% | +5,543 | 新進 |
| Granite Harbor Advisors, Inc. | 5,551 | $133.1 萬 | 0.74% | −240−4.1% | 減碼 |
| RFG - Bristol Wealth Advisors, LLC | 5,563 | $133.4 萬 | 0.44% | +5,563 | 新進 |
| Sage Investment Counsel LLC | 5,572 | $133.6 萬 | 1.74% | +5,572 | 新進 |
| Vantage Financial Partners, LLC | 5,576 | $133.7 萬 | 0.33% | +598+12.0% | 加碼 |
| Olistico Wealth, LLC | 5,577 | $133.7 萬 | 0.78% | +20.0% | 加碼 |
| Elser Financial Planning, Inc | 5,592 | $134.0 萬 | 0.08% | +5,592 | 新進 |
| denkapparat Operations GmbH | 5,598 | $134.2 萬 | 1.98% | +5,598 | 新進 |
| Baring Financial LLC | 5,599 | $134.2 萬 | 1.20% | +5,599 | 新進 |
| State of Wyoming | 5,604 | $134.3 萬 | 0.17% | +2,700+93.0% | 加碼 |
| Financial Council Asset Management Inc | 5,609 | $134.5 萬 | 0.69% | 00.0% | 不變 |
| SRN Advisors, LLC | 5,613 | $134.5 萬 | 1.20% | +2,400+74.7% | 加碼 |
| Capital Investment Counsel, Inc | 5,614 | $134.6 萬 | 0.20% | −667−10.6% | 減碼 |
| Driehaus Capital Management LLC | 5,642 | $135.2 萬 | 0.01% | −1,712−23.3% | 減碼 |
| Brave Warrior Advisors, LLC | 5,643 | $135.3 萬 | 0.03% | 00.0% | 不變 |
| Carr Financial Group Corp | 5,644 | $135.3 萬 | 0.43% | −117−2.0% | 減碼 |
| Legal Advantage Investments, Inc. | 5,653 | $135.5 萬 | 0.72% | −50−0.9% | 減碼 |
| Silvia McColl Wealth Management, LLC | 5,660 | $135.7 萬 | 1.02% | −168−2.9% | 減碼 |
| Seeds Investor LLC | 5,665 | $135.8 萬 | 0.39% | −36−0.6% | 減碼 |
| STAR Financial Bank | 5,670 | $135.9 萬 | 0.98% | −362−6.0% | 減碼 |
| Roberts Capital Advisors, LLC | 5,671 | $135.9 萬 | 1.14% | 00.0% | 不變 |
| Sandbox Financial Partners, LLC | 5,679 | $136.1 萬 | 0.45% | +167+3.0% | 加碼 |
| Clifford Group, LLC | 5,691 | $136.4 萬 | 1.04% | −3−0.1% | 減碼 |
| BXM Wealth LLC | 5,700 | $136.6 萬 | 1.91% | +5,700 | 新進 |
| Private Client Services, LLC | 5,708 | $136.8 萬 | 0.74% | +91+1.6% | 加碼 |
| Dogwood Wealth Management LLC | 5,711 | $136.9 萬 | 0.72% | +802+16.3% | 加碼 |
| Trust Co of the South | 5,711 | $136.9 萬 | 0.28% | −775−11.9% | 減碼 |
| Wilkins Miller Wealth Management, LLC | 5,714 | $137.0 萬 | 1.43% | +5,714 | 新進 |
| Black Swift Group, LLC | 5,719 | $137.1 萬 | 0.29% | +19+0.3% | 加碼 |
| Sendero Wealth Management, LLC | 5,719 | $137.1 萬 | 0.20% | 00.0% | 不變 |
| Nadler Financial Group, Inc. | 5,720 | $137.1 萬 | 0.14% | +730+14.6% | 加碼 |
| Element Wealth, LLC | 5,721 | $137.1 萬 | 0.72% | −43−0.7% | 減碼 |
| Spartan Planning & Wealth Management | 5,727 | $137.3 萬 | 1.25% | +5,727 | 新進 |
| Northwest Financial Advisors | 5,734 | $137.4 萬 | 1.13% | +481+9.2% | 加碼 |
| Rosenberg Matthew Hamilton | 5,735 | $137.5 萬 | 0.36% | +292+5.4% | 加碼 |
| Patriot Investment Management Inc. | 5,742 | $137.6 萬 | 0.10% | +117+2.1% | 加碼 |
| WealthTrust Axiom LLC | 5,742 | $137.6 萬 | 0.41% | −34−0.6% | 減碼 |
| Cascade Investment Group, Inc. | 5,751 | $137.9 萬 | 0.99% | +21+0.4% | 加碼 |
| Sunburst Financial Group, LLC | 5,765 | $138.2 萬 | 0.34% | +69+1.2% | 加碼 |