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 |
|---|---|---|---|---|---|
| Objective Capital Management, LLC | 6,590 | $158.0 萬 | 1.06% | −1,108−14.4% | 減碼 |
| M.E. Allison & Co., Inc. | 6,597 | $158.1 萬 | 1.74% | +6,597 | 新進 |
| Caz Investments LP | 6,600 | $158.2 萬 | 2.27% | 00.0% | 不變 |
| Tang Capital Management LLC | 6,601 | $158.2 萬 | 0.10% | +1,928+41.3% | 加碼 |
| BluePath Capital Management, LLC | 6,498 | $158.7 萬 | 0.86% | +786+13.8% | 加碼 |
| IPG Investment Advisors LLC | 6,621 | $158.7 萬 | 0.36% | −7,534−53.2% | 減碼 |
| Palogic Value Management, L.P. | 6,624 | $158.8 萬 | 0.63% | −200−2.9% | 減碼 |
| Sunflower Bank, N.A. | 6,625 | $158.8 萬 | 0.44% | +20+0.3% | 加碼 |
| Oxford Wealth Group, LLC | 6,628 | $158.9 萬 | 1.03% | −266−3.9% | 減碼 |
| ROI Financial Advisors, LLC | 6,657 | $159.6 萬 | 1.09% | +430+6.9% | 加碼 |
| Finward Bancorp | 6,663 | $159.7 萬 | 1.38% | +6,663 | 新進 |
| WESPAC Advisors, LLC | 6,683 | $160.2 萬 | 1.18% | +4,993+295.4% | 加碼 |
| KRS Capital Management, LLC | 6,686 | $160.3 萬 | 1.13% | −41−0.6% | 減碼 |
| Evolution Wealth Advisors, LLC | 6,688 | $160.3 萬 | 0.27% | +1,850+38.2% | 加碼 |
| TFC Financial Management | 6,703 | $160.7 萬 | 0.25% | +2,133+46.7% | 加碼 |
| Sivia Capital Partners, LLC | 6,716 | $161.0 萬 | 0.80% | −178−2.6% | 減碼 |
| Lion Street Advisors, LLC | 6,725 | $161.2 萬 | 0.51% | +444+7.1% | 加碼 |
| LBMC Investment Advisors, LLC | 6,726 | $161.2 萬 | 0.13% | −375−5.3% | 減碼 |
| Beacon Investment Advisors LLC | 6,728 | $161.3 萬 | 0.76% | +11+0.2% | 加碼 |
| Pflug Koory, LLC | 6,732 | $161.4 萬 | 0.82% | 00.0% | 不變 |
| Unified Investment Management | 6,732 | $161.4 萬 | 1.83% | +6,732 | 新進 |
| High Falls Advisors, Inc | 6,744 | $161.7 萬 | 0.37% | +356+5.6% | 加碼 |
| Grant Private Wealth Management Inc | 6,760 | $162.0 萬 | 1.75% | +6,760 | 新進 |
| TTP Investments, Inc. | 6,766 | $162.2 萬 | 0.57% | +6,766 | 新進 |
| Frazier Financial Advisors, LLC | 6,779 | $162.2 萬 | 1.29% | −104−1.5% | 減碼 |
| Greykasell Wealth Strategies, Inc. | 6,772 | $162.3 萬 | 0.90% | +6,772 | 新進 |
| Keystone Wealth Services, LLC | 6,794 | $162.9 萬 | 0.43% | +331+5.1% | 加碼 |
| Lantz Financial LLC | 6,797 | $162.9 萬 | 0.43% | +20+0.3% | 加碼 |
| Winmill & Co. Inc | 6,800 | $163.0 萬 | 0.53% | 00.0% | 不變 |
| Viewpoint Capital Management LLC | 6,810 | $163.2 萬 | 0.86% | +6+0.1% | 加碼 |
| Wall Street Access Asset Management, LLC | 6,811 | $163.3 萬 | 0.62% | +171+2.6% | 加碼 |
| Riverbend Wealth Management, LLC | 6,799 | $163.5 萬 | 1.46% | +6,799 | 新進 |
| Security National Bank of Sioux City Iowa | 6,827 | $163.7 萬 | 1.15% | +1,994+41.3% | 加碼 |
| Solidarilty Wealth, LLC | 6,828 | $163.7 萬 | 0.43% | −9−0.1% | 減碼 |
| Gilman Hill Asset Management, LLC | 6,862 | $164.5 萬 | 0.29% | −325−4.5% | 減碼 |
| Schneider Downs Wealth Management Advisors, LP | 6,866 | $164.6 萬 | 0.31% | 00.0% | 不變 |
| Severin Investments, LLC | 6,867 | $164.6 萬 | 1.64% | +6,867 | 新進 |
| ERn Financial, LLC | 6,869 | $164.7 萬 | 0.25% | +323+4.9% | 加碼 |
| BCM Advisors, LLC | 6,099 | $164.9 萬 | 0.37% | 00.0% | 不變 |
| Nabity-Jensen Investment Management Inc | 6,884 | $165.0 萬 | 1.25% | −25−0.4% | 減碼 |
| RFP Financial Group LLC | 6,886 | $165.1 萬 | 0.64% | 00.0% | 不變 |
| Measured Wealth Private Client Group, LLC | 6,900 | $165.4 萬 | 0.53% | +407+6.3% | 加碼 |
| AGH Wealth Advisors, LLC | 6,926 | $166.0 萬 | 1.54% | +6,926 | 新進 |
| AJ Advisors, LLC | 6,931 | $166.2 萬 | 0.86% | −246−3.4% | 減碼 |
| Heartwood Wealth Advisors LLC | 6,935 | $166.2 萬 | 0.19% | +28+0.4% | 加碼 |
| Total Wealth Planning & Management, Inc. | 6,940 | $166.4 萬 | 1.63% | +6,940 | 新進 |
| Thompson David Blair | 6,940 | $166.4 萬 | 1.21% | +6,940 | 新進 |
| ARGA Investment Management, LP | 6,950 | $166.6 萬 | 0.05% | 00.0% | 不變 |
| Hall Laurie J Trustee | 6,960 | $166.8 萬 | 0.55% | −955−12.1% | 減碼 |
| Sippican Capital Advisors | 6,984 | $167.4 萬 | 1.22% | 00.0% | 不變 |
| Richard W. Paul & Associates, LLC | 6,997 | $167.7 萬 | 0.61% | −374−5.1% | 減碼 |
| Miura Global Management, LLC | 7,000 | $167.8 萬 | 1.83% | +7,000 | 新進 |
| Northside Capital Management, LLC | 7,000 | $167.8 萬 | 0.45% | +250+3.7% | 加碼 |
| Aveo Capital Partners, LLC | 7,010 | $168.0 萬 | 0.18% | +1,740+33.0% | 加碼 |
| Cahill Financial Advisors Inc | 7,017 | $168.2 萬 | 0.23% | +1,533+28.0% | 加碼 |
| DMG Group, LLC | 7,029 | $168.5 萬 | 1.37% | −158−2.2% | 減碼 |
| Gries Financial LLC | 7,034 | $168.6 萬 | 0.30% | +647+10.1% | 加碼 |
| Orca Investment Management, LLC | 7,037 | $168.7 萬 | 1.59% | −706−9.1% | 減碼 |
| Calton & Associates, Inc. | 7,058 | $169.2 萬 | 0.75% | −808−10.3% | 減碼 |
| Vision Capital Management, Inc. | 7,065 | $169.4 萬 | 0.25% | +671+10.5% | 加碼 |
| Syntegra Private Wealth Group, LLC | 7,074 | $169.6 萬 | 0.19% | +1,189+20.2% | 加碼 |
| Gibraltar Capital Management, Inc. | 7,091 | $170.0 萬 | 0.75% | −689−8.9% | 減碼 |
| Apollon Financial, LLC | 7,093 | $170.0 萬 | 0.42% | +2,187+44.6% | 加碼 |
| Central Asset Investments & Management Holdings (HK) Ltd | 7,119 | $170.6 萬 | 1.05% | +5,519+344.9% | 加碼 |
| Powell Investment Advisors, LLC | 7,122 | $170.7 萬 | 0.79% | 00.0% | 不變 |
| Wiser Advisor Group LLC | 7,122 | $170.7 萬 | 2.48% | +289+4.2% | 加碼 |
| GenTrust, LLC | 7,133 | $171.0 萬 | 0.07% | +464+7.0% | 加碼 |
| SC&H Financial Advisors, Inc. | 7,142 | $171.2 萬 | 0.35% | +4+0.1% | 加碼 |
| Phillips Wealth Planners LLC | 7,138 | $171.2 萬 | 1.71% | −90−1.2% | 減碼 |
| Birchcreek Wealth Management, LLC | 7,153 | $171.5 萬 | 1.08% | +241+3.5% | 加碼 |
| Cladis Investment Advisory, LLC | 7,153 | $171.5 萬 | 1.22% | 00.0% | 不變 |
| Fortis Capital Advisors, LLC | 7,643 | $171.8 萬 | 0.59% | −2,327−23.3% | 減碼 |
| Edgemoor Investment Advisors, Inc. | 7,176 | $172.0 萬 | 0.15% | +389+5.7% | 加碼 |
| Retirement Planning Group | 7,188 | $172.3 萬 | 0.09% | +344+5.0% | 加碼 |
| Talisman Wealth Advisors LLC | 7,188 | $172.3 萬 | 1.83% | −83−1.1% | 減碼 |
| Atwood & Palmer Inc | 7,201 | $172.6 萬 | 0.12% | +81+1.1% | 加碼 |
| Vivaldi Capital Management, LLC | 6,501 | $172.8 萬 | 0.26% | +9+0.1% | 加碼 |
| Clare Market Investments LLC | 7,213 | $172.9 萬 | 0.41% | +453+6.7% | 加碼 |
| PBMares Wealth Management LLC | 7,260 | $174.0 萬 | 0.36% | +10.0% | 加碼 |
| Sunpointe, LLC | 7,264 | $174.1 萬 | 0.88% | +12+0.2% | 加碼 |
| Benchmark Investment Advisors LLC | 7,275 | $174.4 萬 | 1.13% | +49+0.7% | 加碼 |
| Highland Financial Advisors, LLC | 7,274 | $174.4 萬 | 0.60% | +287+4.1% | 加碼 |
| RF&L Wealth Management, LLC | 7,277 | $174.4 萬 | 1.23% | 00.0% | 不變 |
| Tandem Investment Partners LLC | 7,281 | $174.5 萬 | 1.67% | +7,281 | 新進 |
| Herbst Group, LLC | 7,295 | $174.9 萬 | 1.09% | +210+3.0% | 加碼 |
| Rogco, LP | 7,300 | $175.0 萬 | 0.71% | −482−6.2% | 減碼 |
| Key Client Fiduciary Advisors, LLC | 7,301 | $175.0 萬 | 0.78% | −39−0.5% | 減碼 |
| Financial Management Network Inc | 7,222 | $175.7 萬 | 0.37% | −33−0.5% | 減碼 |
| Mosaic Family Wealth Partners, LLC | 7,331 | $175.7 萬 | 0.25% | +374+5.4% | 加碼 |
| waypoint wealth counsel | 7,331 | $175.7 萬 | 1.15% | +180+2.5% | 加碼 |
| Windsor Advisory Group, LLC | 7,332 | $175.7 萬 | 2.04% | −895−10.9% | 減碼 |
| Intrua Financial, LLC | 7,339 | $175.9 萬 | 0.29% | −216−2.9% | 減碼 |
| Physicians Financial Services, Inc. | 7,347 | $176.1 萬 | 0.53% | −25−0.3% | 減碼 |
| Access Financial Services, Inc. | 7,354 | $176.3 萬 | 0.79% | −105−1.4% | 減碼 |
| Penserra Capital Management LLC | 7,358 | $176.3 萬 | 0.03% | +5,783+367.2% | 加碼 |
| Ridgecrest Wealth Partners, LLC | 7,357 | $176.4 萬 | 0.96% | −1,700−18.8% | 減碼 |
| Legacy Capital Wealth Partners, LLC | 7,365 | $176.5 萬 | 0.44% | −7,255−49.6% | 減碼 |
| Kozak & Associates, Inc. | 7,278 | $177.0 萬 | 0.40% | −377−4.9% | 減碼 |
| Roehl & Yi Investment Advisors, LLC | 7,386 | $177.0 萬 | 0.97% | +7,386 | 新進 |
| R.H. Investment Group, LLC | 7,390 | $177.1 萬 | 1.67% | +7,390 | 新進 |