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 |
|---|---|---|---|---|---|
| Sather Financial Group Inc | 9,082 | $217.7 萬 | 0.14% | −627−6.5% | 減碼 |
| Mendel Capital Management LLC | 9,092 | $217.9 萬 | 1.32% | +206+2.3% | 加碼 |
| Anb Bank | 9,101 | $218.2 萬 | 0.96% | +9,101 | 新進 |
| Eukles Asset Management | 9,107 | $218.3 萬 | 0.93% | +219+2.5% | 加碼 |
| Savoie Capital LLC | 9,129 | $218.8 萬 | 0.26% | 00.0% | 不變 |
| United Community Bank | 9,152 | $219.4 萬 | 0.85% | −354−3.7% | 減碼 |
| Summit Asset Management, LLC | 9,158 | $219.5 萬 | 0.39% | +200+2.2% | 加碼 |
| Claris Financial LLC | 9,157 | $219.5 萬 | 1.44% | +9,157 | 新進 |
| Consolidated Portfolio Review Corp | 9,177 | $220.0 萬 | 0.35% | +4,231+85.5% | 加碼 |
| One + One Wealth Management, LLC | 9,205 | $220.7 萬 | 1.30% | 00.0% | 不變 |
| Lazari Capital Management, Inc. | 9,205 | $220.7 萬 | 0.88% | +69+0.8% | 加碼 |
| Mosaic Financial Group, LLC | 9,218 | $221.0 萬 | 1.59% | −438−4.5% | 減碼 |
| Solitude Financial Services | 9,225 | $221.1 萬 | 0.97% | +206+2.3% | 加碼 |
| Terril Brothers, Inc. | 9,234 | $221.3 萬 | 0.67% | +179+2.0% | 加碼 |
| Strait & Sound Wealth Management LLC | 9,235 | $221.4 萬 | 1.03% | −22−0.2% | 減碼 |
| Riverview Trust Co | 9,239 | $221.5 萬 | 2.01% | −21−0.2% | 減碼 |
| Kelly Lawrence W & Associates Inc | 9,248 | $221.7 萬 | 0.52% | +140+1.5% | 加碼 |
| Analyst IMS Investment Management Services Ltd. | 9,247 | $221.7 萬 | 0.08% | +1,532+19.9% | 加碼 |
| Ames National Corp | 9,260 | $222.0 萬 | 1.49% | +9,260 | 新進 |
| Drake & Associates, LLC | 8,053 | $222.1 萬 | 0.63% | +2,395+42.3% | 加碼 |
| First Command Advisory Services, Inc. | 9,266 | $222.1 萬 | 0.02% | +158+1.7% | 加碼 |
| Perennial Investment Advisors, LLC | 9,285 | $222.6 萬 | 0.26% | +81+0.9% | 加碼 |
| Masso Torrence Wealth Management Inc. | 9,302 | $223.0 萬 | 1.17% | +83+0.9% | 加碼 |
| Stiles Financial Services Inc | 9,303 | $223.1 萬 | 0.81% | +332+3.7% | 加碼 |
| Signet Financial Management, LLC | 9,312 | $223.2 萬 | 0.28% | −209−2.2% | 減碼 |
| Gray Wealth Management Inc. | 9,316 | $223.3 萬 | 0.85% | +186+2.0% | 加碼 |
| BHK Investment Advisors, LLC | 9,324 | $223.5 萬 | 0.84% | −904−8.8% | 減碼 |
| Alta Advisers Ltd | 9,324 | $223.5 萬 | 1.41% | +1,424+18.0% | 加碼 |
| Drive Wealth Management, LLC | 9,336 | $223.8 萬 | 0.55% | −349−3.6% | 減碼 |
| Washington Capital Management Inc | 9,340 | $223.9 萬 | 1.76% | −125−1.3% | 減碼 |
| Bordeaux Wealth Advisors LLC | 9,344 | $224.0 萬 | 0.36% | +238+2.6% | 加碼 |
| JSF Financial, LLC | 9,347 | $224.1 萬 | 0.60% | +12+0.1% | 加碼 |
| First County Bank | 9,350 | $224.1 萬 | 1.25% | −2,154−18.7% | 減碼 |
| MRP Capital Investments, LLC | 9,354 | $224.2 萬 | 2.04% | +17+0.2% | 加碼 |
| Global Financial Private Client, LLC | 9,384 | $224.9 萬 | 0.84% | +1,957+26.3% | 加碼 |
| Raleigh Capital Management Inc. | 9,414 | $225.7 萬 | 0.87% | −344−3.5% | 減碼 |
| RW Investment Management LLC | 9,427 | $226.0 萬 | 0.28% | +36+0.4% | 加碼 |
| Autumn Glory Partners, LLC | 9,441 | $226.3 萬 | 1.11% | −3,015−24.2% | 減碼 |
| Inman Jager Wealth Management, LLC | 9,446 | $226.4 萬 | 1.76% | +9,446 | 新進 |
| Papamarkou Wellner Asset Management inc. | 9,446 | $226.4 萬 | 1.57% | +9,446 | 新進 |
| Cannon Advisors, Inc. | 9,452 | $226.6 萬 | 1.93% | −325−3.3% | 減碼 |
| WR Wealth Planners, LLC | 9,457 | $226.7 萬 | 0.73% | −184−1.9% | 減碼 |
| Towercrest Capital Management | 9,459 | $226.7 萬 | 0.37% | −40−0.4% | 減碼 |
| Personal Cfo Solutions, LLC | 9,463 | $226.8 萬 | 0.45% | −221−2.3% | 減碼 |
| De Burlo Group Inc | 9,473 | $227.1 萬 | 0.30% | −150−1.6% | 減碼 |
| Eisler Capital Management Ltd. | 9,469 | $227.2 萬 | 0.08% | +9,469 | 新進 |
| Victrix Investment Advisors | 9,506 | $227.9 萬 | 1.64% | +9,506 | 新進 |
| Emprise Bank | 9,506 | $227.9 萬 | 1.29% | −632−6.2% | 減碼 |
| Westmount Partners, LLC | 9,521 | $228.2 萬 | 0.69% | −473−4.7% | 減碼 |
| TKG Advisors, LLC | 8,621 | $228.3 萬 | 1.05% | −2,111−19.7% | 減碼 |
| Birchbrook, Inc. | 9,534 | $228.5 萬 | 1.30% | −227−2.3% | 減碼 |
| Navellier & Associates Inc | 9,540 | $228.7 萬 | 0.27% | +900+10.4% | 加碼 |
| Precedent Wealth Partners, LLC | 9,543 | $228.7 萬 | 0.75% | +301+3.3% | 加碼 |
| Monterey Private Wealth, Inc. | 9,544 | $228.8 萬 | 0.75% | +1,605+20.2% | 加碼 |
| Grant/GrossMendelsohn, LLC | 9,558 | $229.1 萬 | 1.20% | +275+3.0% | 加碼 |
| Centennial Bank | 9,583 | $229.7 萬 | 1.08% | −500−5.0% | 減碼 |
| McGlone Suttner Wealth Management, Inc. | 9,590 | $229.9 萬 | 0.38% | +329+3.6% | 加碼 |
| Y.D. More Investments Ltd | 9,600 | $230.0 萬 | 0.21% | +1,926+25.1% | 加碼 |
| Apella Capital, LLC | 9,607 | $230.3 萬 | 0.09% | +6+0.1% | 加碼 |
| Sandy Cove Advisors, LLC | 9,608 | $230.3 萬 | 0.90% | +299+3.2% | 加碼 |
| Lederer & Associates Investment Counsel | 9,619 | $230.6 萬 | 1.61% | −523−5.2% | 減碼 |
| Two Sigma Securities, LLC | 9,652 | $231.4 萬 | 0.42% | −43,300−81.8% | 減碼 |
| Beacon Financial Advisory LLC | 9,657 | $231.5 萬 | 0.75% | +180+1.9% | 加碼 |
| Forefront Wealth Management Inc. | 9,662 | $231.6 萬 | 2.13% | +9,662 | 新進 |
| Lakeridge Wealth Management LLC | 9,663 | $231.6 萬 | 1.20% | +19+0.2% | 加碼 |
| Secured Retirement Advisors, LLC | 9,667 | $231.7 萬 | 1.33% | −726−7.0% | 減碼 |
| Hemington Wealth Management | 9,689 | $232.2 萬 | 0.58% | +365+3.9% | 加碼 |
| Waterfront Wealth Inc. | 9,691 | $232.3 萬 | 0.57% | +317+3.4% | 加碼 |
| Financial Perspectives, Inc | 9,711 | $232.8 萬 | 0.78% | +582+6.4% | 加碼 |
| Redhawk Wealth Advisors, Inc. | 9,725 | $233.1 萬 | 0.32% | −121−1.2% | 減碼 |
| Sky Investment Group LLC | 9,733 | $233.3 萬 | 0.43% | +15+0.2% | 加碼 |
| KC Investment Advisors, LLC | 9,753 | $233.8 萬 | 0.93% | −184−1.9% | 減碼 |
| Trail Ridge Investment Advisors, LLC | 9,755 | $233.8 萬 | 1.11% | +103+1.1% | 加碼 |
| Weaver C. Barksdale & Associates, Inc. | 9,749 | $233.9 萬 | 2.24% | −251−2.5% | 減碼 |
| Dohj, LLC | 9,764 | $234.1 萬 | 0.54% | +416+4.5% | 加碼 |
| Deane Retirement Strategies, Inc. | 9,790 | $234.7 萬 | 1.18% | +9,790 | 新進 |
| Ramsay, Stattman, Vela & Price, Inc. | 9,805 | $235.0 萬 | 0.44% | +64+0.7% | 加碼 |
| Yarger Wealth Strategies, LLC | 9,812 | $235.2 萬 | 1.36% | +364+3.9% | 加碼 |
| Fullcircle Wealth LLC | 8,523 | $235.5 萬 | 0.96% | −243−2.8% | 減碼 |
| Plancorp, LLC | 9,828 | $235.6 萬 | 0.10% | +1,362+16.1% | 加碼 |
| Navalign, LLC | 9,834 | $235.7 萬 | 0.69% | +308+3.2% | 加碼 |
| CoreFirst Bank & Trust | 9,857 | $236.3 萬 | 1.40% | −276−2.7% | 減碼 |
| Bank of Jackson Hole Trust | 9,871 | $236.6 萬 | 1.58% | +9,871 | 新進 |
| LM Advisors LLC | 9,902 | $237.4 萬 | 0.42% | −5,251−34.7% | 減碼 |
| Brass Tax Wealth Management, Inc | 9,909 | $237.5 萬 | 0.50% | −174−1.7% | 減碼 |
| Bulltick Wealth Management, LLC | 9,923 | $237.9 萬 | 0.56% | −9,887−49.9% | 減碼 |
| West Family Investments, Inc. | 9,956 | $238.7 萬 | 0.83% | −138−1.4% | 減碼 |
| Providence First Trust Co | 9,961 | $238.8 萬 | 0.90% | −1,071−9.7% | 減碼 |
| Meridian Financial Partners LLC | 9,965 | $238.9 萬 | 1.26% | +84+0.9% | 加碼 |
| Notis-McConarty Edward | 9,978 | $239.2 萬 | 1.16% | −520−5.0% | 減碼 |
| Well Done, LLC | 11,353 | $239.4 萬 | 0.44% | 00.0% | 不變 |
| MBL Wealth, LLC | 9,987 | $239.4 萬 | 0.24% | −634−6.0% | 減碼 |
| Pinnacle Wealth Management, LLC | 9,988 | $239.4 萬 | 2.66% | −99−1.0% | 減碼 |
| Global Trust Asset Management, LLC | 10,019 | $240.2 萬 | 0.91% | −10−0.1% | 減碼 |
| Prentice Wealth Management LLC | 10,029 | $240.4 萬 | 0.70% | −67−0.7% | 減碼 |
| Morris Financial Concepts, Inc. | 10,031 | $240.4 萬 | 1.03% | +20.0% | 加碼 |
| Carson Advisory Inc. | 10,050 | $240.9 萬 | 1.68% | −660−6.2% | 減碼 |
| Sentinus, LLC | 10,051 | $240.9 萬 | 0.70% | −8−0.1% | 減碼 |
| Harmony Asset Management LLC | 10,054 | $241.0 萬 | 0.96% | −556−5.2% | 減碼 |
| Legacy Capital Group California, Inc. | 10,056 | $241.1 萬 | 0.73% | −58−0.6% | 減碼 |