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 |
|---|---|---|---|---|---|
| Affiance Financial, LLC | 8,240 | $197.5 萬 | 0.47% | +725+9.6% | 加碼 |
| Sunbeam Capital Management, LLC | 8,245 | $197.6 萬 | 1.83% | +8,245 | 新進 |
| Mainstream Capital Management LLC | 8,263 | $198.1 萬 | 1.39% | +61+0.7% | 加碼 |
| Caldwell Investment Management Ltd. | 8,300 | $198.4 萬 | 1.34% | 00.0% | 不變 |
| TLWM | 8,290 | $198.7 萬 | 0.39% | +368+4.6% | 加碼 |
| Bolthouse Investments, LLC | 8,317 | $199.4 萬 | 1.84% | +8,317 | 新進 |
| Provenance Wealth Advisors, LLC | 8,319 | $199.4 萬 | 0.26% | +6,346+321.6% | 加碼 |
| Kolinsky Wealth Management, LLC | 8,330 | $199.7 萬 | 1.22% | +378+4.8% | 加碼 |
| Mosley Wealth Management | 7,500 | $199.9 萬 | 1.24% | +620+9.0% | 加碼 |
| Allegheny Financial Group LTD | 8,340 | $199.9 萬 | 0.51% | −233−2.7% | 減碼 |
| Ami Asset Management Corp | 8,353 | $200.2 萬 | 0.11% | −277−3.2% | 減碼 |
| Ashton Thomas Securities, LLC | 8,367 | $200.3 萬 | 0.55% | +1,012+13.8% | 加碼 |
| Core Wealth Partners LLC | 8,359 | $200.4 萬 | 1.15% | +540+6.9% | 加碼 |
| Legacy Edge Advisors, LLC | 8,375 | $200.4 萬 | 0.32% | −291−3.4% | 減碼 |
| Integrity Alliance, LLC. | 8,394 | $201.2 萬 | 0.22% | +8,394 | 新進 |
| First Heartland Consultants, Inc. | 8,395 | $201.2 萬 | 0.21% | −136−1.6% | 減碼 |
| Moss Adams Wealth Advisors LLC | 8,408 | $201.5 萬 | 0.21% | +637+8.2% | 加碼 |
| N.E.W. Advisory Services LLC | 8,410 | $201.6 萬 | 0.19% | −401−4.6% | 減碼 |
| Fortitude Advisory Group L.L.C. | 8,414 | $201.7 萬 | 1.22% | −646−7.1% | 減碼 |
| LeClair Wealth Partners LLC | 8,420 | $201.8 萬 | 1.35% | +8,420 | 新進 |
| Bouchey Financial Group Ltd | 8,422 | $201.9 萬 | 0.18% | +57+0.7% | 加碼 |
| Oarsman Capital, Inc. | 8,439 | $202.3 萬 | 0.35% | −113−1.3% | 減碼 |
| Castle Wealth Management LLC | 8,442 | $202.4 萬 | 0.80% | −341−3.9% | 減碼 |
| US Asset Management LLC | 8,445 | $202.4 萬 | 1.82% | −240−2.8% | 減碼 |
| Clarus Group, Inc. | 8,448 | $202.5 萬 | 0.72% | −901−9.6% | 減碼 |
| Roxbury Financial LLC | 8,112 | $202.6 萬 | 1.95% | +8,112 | 新進 |
| Johnson & White Wealth Management, LLC | 8,443 | $202.6 萬 | 1.23% | +10.0% | 加碼 |
| Bay Capital Advisors, LLC | 8,457 | $202.7 萬 | 1.63% | +8,457 | 新進 |
| IFG Advisors, LLC | 8,467 | $203.0 萬 | 0.40% | +393+4.9% | 加碼 |
| Ti-Trust, Inc | 8,468 | $203.0 萬 | 1.36% | −23−0.3% | 減碼 |
| Armor Investment Advisors, LLC | 8,480 | $203.3 萬 | 0.84% | −1,040−10.9% | 減碼 |
| Westbourne Investment Advisors, Inc. | 8,490 | $203.5 萬 | 0.70% | +105+1.3% | 加碼 |
| Accel Wealth Management | 8,493 | $203.6 萬 | 0.77% | −343−3.9% | 減碼 |
| Keystone Financial Services | 8,512 | $204.0 萬 | 0.78% | +121+1.4% | 加碼 |
| Ruffer LLP | 8,520 | $204.2 萬 | 0.07% | −1,330−13.5% | 減碼 |
| Prairie Sky Financial Group LLC | 8,533 | $204.5 萬 | 1.25% | +1,783+26.4% | 加碼 |
| Legacy Bridge, LLC | 8,535 | $204.6 萬 | 1.07% | 00.0% | 不變 |
| Cypress Capital Management LLC (WY) | 8,548 | $204.9 萬 | 2.35% | −429−4.8% | 減碼 |
| Trust Co | 8,553 | $205.0 萬 | 0.23% | +2,981+53.5% | 加碼 |
| Medallion Wealth Advisors, LLC | 8,506 | $205.1 萬 | 1.02% | +8,506 | 新進 |
| Leo Wealth, LLC | 8,558 | $205.2 萬 | 0.18% | +94+1.1% | 加碼 |
| SMART Wealth LLC | 8,566 | $205.3 萬 | 0.73% | +4,628+117.5% | 加碼 |
| Seven Mile Advisory | 8,568 | $205.4 萬 | 1.31% | +150+1.8% | 加碼 |
| MBA Advisors LLC | 8,597 | $206.1 萬 | 1.04% | −2,863−25.0% | 減碼 |
| Tortoise Investment Management, LLC | 8,598 | $206.1 萬 | 0.22% | −241−2.7% | 減碼 |
| First National Bank Sioux Falls | 8,599 | $206.1 萬 | 0.88% | 00.0% | 不變 |
| Eley Financial Management, Inc | 8,616 | $206.5 萬 | 0.80% | −122−1.4% | 減碼 |
| M. Kraus & Co | 8,617 | $206.6 萬 | 0.62% | −141−1.6% | 減碼 |
| Integrated Capital Management, LLC | 8,617 | $206.6 萬 | 1.10% | −37−0.4% | 減碼 |
| Hohimer Wealth Management, LLC | 8,623 | $206.7 萬 | 0.39% | +2,886+50.3% | 加碼 |
| Paulson Wealth Management Inc. | 8,625 | $206.7 萬 | 0.56% | −1,269−12.8% | 減碼 |
| Alta Wealth Advisors LLC | 8,626 | $206.8 萬 | 0.90% | +151+1.8% | 加碼 |
| JNBA Financial Advisors | 8,629 | $206.8 萬 | 0.21% | +86+1.0% | 加碼 |
| Bernard Wealth Management Corp. | 8,631 | $206.9 萬 | 0.97% | +8,631 | 新進 |
| City State Bank | 8,633 | $206.9 萬 | 0.73% | −75−0.9% | 減碼 |
| Rodgers Brothers Inc. | 8,646 | $207.3 萬 | 0.27% | −113−1.3% | 減碼 |
| Vista Investment Partners II, LLC | 8,649 | $207.3 萬 | 1.22% | +8,649 | 新進 |
| W Advisors, LLC | 8,650 | $207.4 萬 | 1.28% | +46+0.5% | 加碼 |
| RMR Capital Management, LLC | 8,679 | $208.0 萬 | 1.55% | 00.0% | 不變 |
| Private Portfolio Partners LLC | 8,723 | $209.1 萬 | 0.38% | +212+2.5% | 加碼 |
| First National Bank & Trust Co of Newtown | 8,724 | $209.1 萬 | 0.44% | −205−2.3% | 減碼 |
| LexAurum Advisors, LLC | 8,744 | $209.6 萬 | 0.42% | +434+5.2% | 加碼 |
| Virtue Capital Management, LLC | 8,749 | $209.7 萬 | 0.42% | −63−0.7% | 減碼 |
| Addison Advisors LLC | 8,755 | $209.9 萬 | 0.58% | −178−2.0% | 減碼 |
| Montz Harcus Wealth Management LLC | 8,757 | $209.9 萬 | 1.17% | +305+3.6% | 加碼 |
| Promethium Advisors,llc | 8,765 | $210.1 萬 | 1.44% | −124−1.4% | 減碼 |
| Prossimo Advisors, LLC | 8,774 | $210.3 萬 | 1.52% | +34+0.4% | 加碼 |
| Meridian Investment Counsel Inc. | 8,787 | $210.6 萬 | 0.63% | +1,982+29.1% | 加碼 |
| Hummer Financial Advisory Services Inc | 8,790 | $210.7 萬 | 1.67% | 00.0% | 不變 |
| Orion Capital Management LLC | 8,794 | $210.8 萬 | 0.93% | −50−0.6% | 減碼 |
| Game Creek Capital, LP | 8,800 | $210.9 萬 | 1.15% | 00.0% | 不變 |
| Front Row Advisors LLC | 8,801 | $211.0 萬 | 0.73% | +59+0.7% | 加碼 |
| Security National Bank of So Dak | 8,819 | $211.4 萬 | 1.18% | +5,058+134.5% | 加碼 |
| Charter Oak Capital Management, LLC | 8,821 | $211.5 萬 | 0.20% | +24+0.3% | 加碼 |
| Purkiss Capital Advisors LLC | 8,822 | $211.5 萬 | 1.83% | +8,822 | 新進 |
| Howard Financial Services, Ltd. | 8,830 | $211.7 萬 | 0.29% | +3,373+61.8% | 加碼 |
| Rezny Wealth Management, Inc. | 8,833 | $211.7 萬 | 0.52% | +303+3.6% | 加碼 |
| Iron Financial, LLC | 8,842 | $211.9 萬 | 1.19% | +10.0% | 加碼 |
| NorthStar Asset Management LLC | 8,843 | $212.0 萬 | 1.35% | +173+2.0% | 加碼 |
| PFC Capital Group, Inc. | 8,860 | $212.3 萬 | 1.03% | −40−0.4% | 減碼 |
| Arbor Capital Management Inc | 7,962 | $212.4 萬 | 2.09% | −1,438−15.3% | 減碼 |
| Ellsworth Advisors, LLC | 8,876 | $212.8 萬 | 0.56% | +630+7.6% | 加碼 |
| Citadel Investment Advisory, Inc. | 8,886 | $213.0 萬 | 1.10% | −50−0.6% | 減碼 |
| Independent Solutions Wealth Management, LLC | 8,891 | $213.1 萬 | 0.47% | +29+0.3% | 加碼 |
| Cromwell Holdings LLC | 8,913 | $213.7 萬 | 1.23% | 00.0% | 不變 |
| Wealthquest Corp | 8,923 | $213.9 萬 | 0.17% | +71+0.8% | 加碼 |
| South Street Advisors LLC | 8,932 | $214.1 萬 | 0.33% | −500−5.3% | 減碼 |
| Defined Wealth Management, LLC | 8,953 | $214.6 萬 | 1.42% | +60+0.7% | 加碼 |
| Cape Ann Savings Bank | 8,965 | $214.9 萬 | 1.26% | −180−2.0% | 減碼 |
| Bennett Selby Investments LP | 8,966 | $214.9 萬 | 0.85% | +59+0.7% | 加碼 |
| Eagle Wealth Strategies LLC | 8,981 | $215.3 萬 | 1.56% | −51−0.6% | 減碼 |
| Asio Capital, LLC | 8,991 | $215.5 萬 | 0.41% | +156+1.8% | 加碼 |
| Warm Springs Advisors Inc. | 9,004 | $215.8 萬 | 2.00% | +9,004 | 新進 |
| Foster Victor Wealth Advisors, LLC | 8,329 | $215.9 萬 | 0.17% | +81+1.0% | 加碼 |
| Gallagher Fiduciary Advisors, LLC | 9,010 | $216.0 萬 | 0.42% | +1,696+23.2% | 加碼 |
| Austin Private Wealth, LLC | 9,018 | $216.2 萬 | 0.20% | +166+1.9% | 加碼 |
| Samalin Investment Counsel, LLC | 9,029 | $216.4 萬 | 0.93% | +366+4.2% | 加碼 |
| Altman Advisors, Inc. | 9,037 | $216.6 萬 | 0.92% | +70+0.8% | 加碼 |
| Brown Financial Advisors | 9,041 | $216.7 萬 | 0.87% | −166−1.8% | 減碼 |
| Summit Global Investments | 9,071 | $217.4 萬 | 0.14% | −22,764−71.5% | 減碼 |