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 |
|---|---|---|---|---|---|
| Mason & Associates Inc | 7,401 | $177.4 萬 | 0.42% | +1,106+17.6% | 加碼 |
| Security Financial Services, INC. | 7,421 | $177.9 萬 | 0.36% | +384+5.5% | 加碼 |
| Milestone Asset Management, LLC | 7,431 | $178.1 萬 | 0.39% | −1,052−12.4% | 減碼 |
| Wealth Group, Ltd. | 7,435 | $178.2 萬 | 1.15% | −15−0.2% | 減碼 |
| JFS Wealth Advisors, LLC | 7,439 | $178.3 萬 | 0.12% | −542−6.8% | 減碼 |
| Argyle Capital Partners, LLC | 7,448 | $178.5 萬 | 1.53% | +7,448 | 新進 |
| Triad Wealth Partners, LLC | 7,459 | $178.8 萬 | 0.65% | +7,459 | 新進 |
| Black Diamond Financial, LLC | 7,463 | $178.9 萬 | 0.27% | −107−1.4% | 減碼 |
| Icapital Wealth LLC | 7,474 | $179.2 萬 | 1.03% | −510−6.4% | 減碼 |
| ELCO Management Co., LLC | 7,478 | $179.3 萬 | 0.94% | −403−5.1% | 減碼 |
| Keyes, Stange & Wooten Wealth Management, LLC | 7,489 | $179.5 萬 | 1.06% | −174−2.3% | 減碼 |
| Veracity Capital LLC | 7,495 | $179.7 萬 | 0.65% | −153−2.0% | 減碼 |
| AllSquare Wealth Management LLC | 7,496 | $179.7 萬 | 1.03% | −85−1.1% | 減碼 |
| Sterling Investment Counsel, LLC | 7,502 | $179.8 萬 | 1.19% | −9,235−55.2% | 減碼 |
| CORDA Investment Management, LLC. | 7,506 | $179.9 萬 | 0.14% | +265+3.7% | 加碼 |
| Gen-Wealth Partners Inc | 7,513 | $180.1 萬 | 0.77% | −840−10.1% | 減碼 |
| Transamerica Financial Advisors, Inc. | 7,524 | $180.4 萬 | 0.18% | −813−9.8% | 減碼 |
| McLean Asset Management Corp | 7,530 | $180.5 萬 | 0.54% | +315+4.4% | 加碼 |
| Woodard & Co Asset Management Group Inc | 7,540 | $180.7 萬 | 0.39% | +95+1.3% | 加碼 |
| ORBA Wealth Advisors, L.L.C. | 7,541 | $180.8 萬 | 0.94% | −25−0.3% | 減碼 |
| Five Oceans Advisors | 7,553 | $181.1 萬 | 0.83% | +277+3.8% | 加碼 |
| Kathmere Capital Management, LLC | 7,553 | $181.1 萬 | 0.16% | +1,428+23.3% | 加碼 |
| Madison Wealth Partners, Inc | 7,564 | $181.3 萬 | 0.51% | +86+1.2% | 加碼 |
| Bingham Private Wealth, LLC | 7,568 | $181.4 萬 | 1.93% | +7,568 | 新進 |
| Commons Capital, LLC | 7,570 | $181.5 萬 | 1.65% | −123−1.6% | 減碼 |
| bLong Financial, LLC | 7,575 | $181.6 萬 | 1.50% | +7,575 | 新進 |
| Northwest Wealth Management, LLC | 7,576 | $181.6 萬 | 0.38% | +156+2.1% | 加碼 |
| Hilltop Partners LLC | 7,580 | $181.7 萬 | 0.62% | +980+14.8% | 加碼 |
| Thrive Wealth Management, LLC | 7,584 | $181.8 萬 | 0.33% | −57−0.7% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 7,591 | $182.0 萬 | 1.19% | −96,071−92.7% | 減碼 |
| Dixon Fnancial Services, Inc. | 7,595 | $182.1 萬 | 0.99% | −16−0.2% | 減碼 |
| Freemont Management S.A. | 7,600 | $182.2 萬 | 0.89% | 00.0% | 不變 |
| Armbruster Capital Management, Inc. | 7,611 | $182.4 萬 | 0.37% | −1,197−13.6% | 減碼 |
| Asset Advisors Investment Management, LLC | 7,615 | $182.5 萬 | 0.19% | +158+2.1% | 加碼 |
| SignalPoint Asset Management, LLC | 7,616 | $182.6 萬 | 0.44% | +10.0% | 加碼 |
| Live Oak Investment Partners | – | $182.6 萬 | 1.39% | – | – |
| Silver Oak Securities, Inc | 7,656 | $183.2 萬 | 0.17% | −38−0.5% | 減碼 |
| Centerpoint Advisory Group | 7,649 | $183.4 萬 | 1.77% | +7,649 | 新進 |
| Atlas Capital Advisors LLC | 7,654 | $183.5 萬 | 0.23% | +299+4.1% | 加碼 |
| Gsa Capital Partners LLP | 7,666 | $183.8 萬 | 0.14% | +3,672+91.9% | 加碼 |
| General Partner, Inc. | 7,672 | $183.9 萬 | 1.11% | 00.0% | 不變 |
| Altus Wealth Group LLC | 7,687 | $184.3 萬 | 0.82% | −8−0.1% | 減碼 |
| Onefund, LLC | 7,698 | $184.5 萬 | 1.77% | +223+3.0% | 加碼 |
| Trilogy Capital Inc. | 7,711 | $184.9 萬 | 0.10% | +147+1.9% | 加碼 |
| Covenant Partners, LLC | 7,713 | $184.9 萬 | 0.57% | −5−0.1% | 減碼 |
| Balyasny Asset Management LLC | 7,715 | $184.9 萬 | 0.00% | −5,582−42.0% | 減碼 |
| Edge Financial Advisors LLC | 7,720 | $185.1 萬 | 1.65% | +30+0.4% | 加碼 |
| Cornerstone National Bank & Trust Co | 7,730 | $185.3 萬 | 0.85% | +42+0.5% | 加碼 |
| Stephens Consulting, LLC | 7,764 | $186.1 萬 | 0.47% | −5−0.1% | 減碼 |
| Woodward Diversified Capital, LLC | 7,769 | $186.2 萬 | 1.37% | −3,766−32.6% | 減碼 |
| Peak Retirement Planning, Inc. | 13,433 | $186.3 萬 | 1.26% | +13,433 | 新進 |
| Cheviot Value Management, LLC | 7,790 | $186.7 萬 | 0.36% | −123−1.6% | 減碼 |
| Moment Partners, LLC | 7,794 | $186.8 萬 | 0.36% | +7,794 | 新進 |
| LVZ Advisors, Inc. | 7,807 | $187.1 萬 | 0.24% | +268+3.6% | 加碼 |
| ASB Consultores, LLC | 7,811 | $187.2 萬 | 0.78% | −9−0.1% | 減碼 |
| Aspen Wealth Strategies, LLC | 7,821 | $187.5 萬 | 1.20% | −29−0.4% | 減碼 |
| Baron Silver Stevens Financial Advisors, LLC | 7,823 | $187.5 萬 | 0.32% | +183+2.4% | 加碼 |
| Alhambra Investment Partners LLC | 7,823 | $187.5 萬 | 0.96% | −30−0.4% | 減碼 |
| Potomac Fund Management Inc | 7,825 | $187.6 萬 | 0.11% | +7,825 | 新進 |
| OMC Financial Services LTD | 7,840 | $187.9 萬 | 0.80% | +2,035+35.1% | 加碼 |
| Summit Wealth & Retirement Planning, Inc. | 7,866 | $188.6 萬 | 0.58% | 00.0% | 不變 |
| Berkeley Capital Partners, LLC | 7,872 | $188.7 萬 | 0.52% | −771−8.9% | 減碼 |
| Mendel Money Management | 7,879 | $188.9 萬 | 0.84% | −140−1.7% | 減碼 |
| Unique Wealth Strategies, LLC | 7,880 | $188.9 萬 | 0.83% | −228−2.8% | 減碼 |
| Syntax Research, Inc. | 7,885 | $189.0 萬 | 1.36% | −28−0.4% | 減碼 |
| Tilia Fiduciary Partners, Inc. | 7,893 | $189.2 萬 | 1.29% | −83−1.0% | 減碼 |
| Proffitt & Goodson Inc | 7,915 | $189.7 萬 | 0.31% | −35−0.4% | 減碼 |
| MEMBERS Trust Co | 7,919 | $189.8 萬 | 0.07% | −298−3.6% | 減碼 |
| Cora Capital Advisors LLC | 7,921 | $189.9 萬 | 0.92% | +20.0% | 加碼 |
| Brucke Financial, Inc. | 7,158 | $191.3 萬 | 1.64% | +7,158 | 新進 |
| Neo Ivy Capital Management | 7,995 | $191.6 萬 | 0.39% | −9,451−54.2% | 減碼 |
| GoodHaven Capital Management, LLC | 8,000 | $191.8 萬 | 0.62% | 00.0% | 不變 |
| Guerra Advisors Inc | 8,005 | $191.9 萬 | 1.06% | +8,005 | 新進 |
| RoundAngle Advisors LLC | 8,010 | $192.0 萬 | 1.83% | +8,010 | 新進 |
| McElhenny Sheffield Capital Management, LLC | 8,024 | $192.3 萬 | 0.64% | +10+0.1% | 加碼 |
| American State Bank (Iowa) | 8,025 | $192.4 萬 | 1.16% | +20+0.2% | 加碼 |
| Chancellor Financial Group WB LP | 8,030 | $192.5 萬 | 1.55% | +8,030 | 新進 |
| O'Brien Greene & Co. Inc | 8,031 | $192.5 萬 | 0.63% | +138+1.7% | 加碼 |
| Alesco Advisors LLC | 8,040 | $192.7 萬 | 0.06% | +751+10.3% | 加碼 |
| ABLE Financial Group, LLC | 8,057 | $193.1 萬 | 0.57% | +24+0.3% | 加碼 |
| Geller Advisors LLC | 8,065 | $193.3 萬 | 0.13% | 00.0% | 不變 |
| Bullock Wealth Management Group | 8,071 | $193.5 萬 | 1.13% | −762−8.6% | 減碼 |
| O'Keefe Stevens Advisory, Inc. | 8,074 | $193.5 萬 | 0.60% | +1,058+15.1% | 加碼 |
| Childress Capital Advisors, LLC | 8,087 | $193.9 萬 | 0.54% | −52−0.6% | 減碼 |
| Fielder Capital Group LLC | 8,108 | $194.4 萬 | 0.61% | −17−0.2% | 減碼 |
| Tudor Financial Inc. | 8,109 | $194.4 萬 | 1.14% | +770+10.5% | 加碼 |
| Garrison Point Advisors, LLC | 8,121 | $194.7 萬 | 0.92% | +944+13.2% | 加碼 |
| Capital Square, LLC | 7,354 | $194.8 萬 | 1.11% | +436+6.3% | 加碼 |
| Advisory Research Inc | 8,136 | $195.0 萬 | 0.32% | −796−8.9% | 減碼 |
| T. Rowe Price Investment Management, Inc. | 8,139 | $195.1 萬 | 0.00% | −137−1.7% | 減碼 |
| Tikehau Investment Management | 8,140 | $195.1 萬 | 2.35% | +8,140 | 新進 |
| One Wealth Advisors, LLC | 8,179 | $196.1 萬 | 0.29% | +15+0.2% | 加碼 |
| Wealth Management Associates, Inc. | 8,185 | $196.2 萬 | 0.84% | −43−0.5% | 減碼 |
| Sound Income Strategies, LLC | 8,198 | $196.5 萬 | 0.12% | −600−6.8% | 減碼 |
| Monte Financial Group, LLC | 8,198 | $196.5 萬 | 0.84% | 00.0% | 不變 |
| Cooper Financial Group | 8,201 | $196.6 萬 | 0.24% | +850+11.6% | 加碼 |
| Eqis Capital Management, Inc. | 8,201 | $196.6 萬 | 0.16% | −23−0.3% | 減碼 |
| Texas Capital Bancshares Inc | 8,211 | $196.8 萬 | 0.79% | −470−5.4% | 減碼 |
| CPA Asset Management LLC | 8,223 | $197.1 萬 | 0.92% | 00.0% | 不變 |
| Hendershot Investments Inc. | 8,230 | $197.3 萬 | 0.27% | 00.0% | 不變 |