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 5,157 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 | 5,157 | $6,437 億 |
| 2026 年第 1 季 | 5,103 | $5,721 億 |
| 2025 年第 4 季 | 5,155 | $6,395 億 |
| 2025 年第 3 季 | 4,766 | $6,180 億 |
| 2025 年第 2 季 | 4,753 | $5,824 億 |
| 2025 年第 1 季 | 4,680 | $4,946 億 |
| 2024 年第 4 季 | 4,680 | $4,900 億 |
| 2024 年第 3 季 | 4,216 | $4,294 億 |
| 2024 年第 2 季 | 4,182 | $4,162 億 |
| 2024 年第 1 季 | 4,121 | $4,145 億 |
| 2023 年第 4 季 | 4,002 | $3,518 億 |
| 2023 年第 3 季 | 3,711 | $2,970 億 |
| 2023 年第 2 季 | 3,673 | $2,976 億 |
| 2023 年第 1 季 | 3,613 | $2,663 億 |
| 2022 年第 4 季 | 3,629 | $2,783 億 |
| 2022 年第 3 季 | 3,396 | $2,129 億 |
| 2022 年第 2 季 | 3,428 | $2,293 億 |
| 2022 年第 1 季 | 3,520 | $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 |
|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | 77,538 | $1,859 萬 | 0.34% | +720+0.9% | 加碼 |
| Twinbeech Capital LP | 77,314 | $1,853 萬 | 0.32% | +54,892+244.8% | 加碼 |
| Principal Securities, Inc. | 77,193 | $1,850 萬 | 0.42% | +4,148+5.7% | 加碼 |
| Ritholtz Wealth Management | 77,147 | $1,849 萬 | 0.54% | +4,000+5.5% | 加碼 |
| Tompkins Financial Corp | 76,572 | $1,836 萬 | 1.71% | −148−0.2% | 減碼 |
| NatWest Group plc | 76,324 | $1,830 萬 | 5.41% | −2,532−3.2% | 減碼 |
| Interval Partners, LP | 76,152 | $1,825 萬 | 0.47% | +76,152 | 新進 |
| Signaturefd, LLC | 75,949 | $1,821 萬 | 0.35% | +2,082+2.8% | 加碼 |
| Community Bank, N.A. | 75,821 | $1,817 萬 | 2.33% | −1,577−2.0% | 減碼 |
| Core Alternative Capital | 75,566 | $1,811 萬 | 3.79% | −5,827−7.2% | 減碼 |
| North Star Asset Management Inc | 75,245 | $1,804 萬 | 0.80% | −1,269−1.7% | 減碼 |
| Alerus Financial NA | 75,151 | $1,801 萬 | 1.38% | −39,467−34.4% | 減碼 |
| Stockman Wealth Management, Inc. | 75,100 | $1,800 萬 | 2.82% | −805−1.1% | 減碼 |
| Voleon Capital Management LP | 75,087 | $1,800 萬 | 1.34% | +75,087 | 新進 |
| GLOBALT Investments LLC | 74,742 | $1,792 萬 | 0.69% | −1,129−1.5% | 減碼 |
| Diversified Trust Co | 74,631 | $1,789 萬 | 0.44% | +1,308+1.8% | 加碼 |
| Burns J W & Co Inc | 74,622 | $1,789 萬 | 2.28% | −1,815−2.4% | 減碼 |
| VGI Partners Ltd | 74,593 | $1,788 萬 | 1.81% | −39,203−34.5% | 減碼 |
| Circle Wealth Management, LLC | 74,575 | $1,788 萬 | 0.38% | −590−0.8% | 減碼 |
| Pictet North America Advisors SA | 74,135 | $1,777 萬 | 1.69% | −6,872−8.5% | 減碼 |
| Alpine Woods Capital Investors, LLC | 73,997 | $1,774 萬 | 3.36% | +2,522+3.5% | 加碼 |
| Sterling Capital Management LLC | 73,257 | $1,756 萬 | 0.24% | −10,427−12.5% | 減碼 |
| BTC Capital Management, Inc. | 73,274 | $1,756 萬 | 1.63% | −5,273−6.7% | 減碼 |
| Altrafin AG | 73,195 | $1,755 萬 | 6.08% | −909−1.2% | 減碼 |
| JB Capital LLC | 73,091 | $1,752 萬 | 0.98% | +1,253+1.7% | 加碼 |
| SlateStone Wealth, LLC | 73,032 | $1,751 萬 | 1.72% | +1,156+1.6% | 加碼 |
| Heritage Trust Co | 72,881 | $1,747 萬 | 2.06% | +72,881 | 新進 |
| Iowa State Bank | 72,877 | $1,747 萬 | 3.63% | −472−0.6% | 減碼 |
| Caisse des Depots Et Consignations | 72,753 | $1,744 萬 | 0.86% | +72,753 | 新進 |
| Cohen Klingenstein LLC | 72,700 | $1,743 萬 | 0.60% | 00.0% | 不變 |
| Gotham Asset Management, LLC | 72,523 | $1,738 萬 | 0.16% | +861+1.2% | 加碼 |
| Leith Wheeler Investment Counsel Ltd. | 72,521 | $1,738 萬 | 1.26% | +2,718+3.9% | 加碼 |
| Hudson Valley Investment Advisors Inc | 72,508 | $1,738 萬 | 1.97% | −5,244−6.7% | 減碼 |
| Sowell Financial Services LLC | 72,331 | $1,734 萬 | 0.91% | −2,335−3.1% | 減碼 |
| BDF-Gestion | 72,211 | $1,731 萬 | 1.79% | +72,211 | 新進 |
| Legacy Private Trust Co. | 72,206 | $1,731 萬 | 1.13% | +2,249+3.2% | 加碼 |
| Connors Investor Services Inc | 71,723 | $1,719 萬 | 1.61% | +2,612+3.8% | 加碼 |
| Everence Capital Management Inc | 71,665 | $1,718 萬 | 1.12% | −12,040−14.4% | 減碼 |
| Caldwell Trust Co | 71,528 | $1,715 萬 | 1.79% | −776−1.1% | 減碼 |
| Hollencrest Capital Management | 71,526 | $1,715 萬 | 0.69% | −149−0.2% | 減碼 |
| Woodley Farra Manion Portfolio Management Inc | 71,289 | $1,709 萬 | 0.85% | +2,989+4.4% | 加碼 |
| Richard C. Young & CO., LTD. | 71,250 | $1,708 萬 | 1.86% | +18,901+36.1% | 加碼 |
| 1st Source Bank | 71,194 | $1,707 萬 | 0.98% | −1,140−1.6% | 減碼 |
| Sigma Planning Corp | 70,958 | $1,701 萬 | 0.53% | −36−0.1% | 減碼 |
| Cyndeo Wealth Partners, LLC | 70,920 | $1,700 萬 | 1.15% | +1,758+2.5% | 加碼 |
| Cape Cod Five Cents Savings Bank | 80,099 | $1,689 萬 | 1.50% | 00.0% | 不變 |
| First American Trust, FSB | 70,427 | $1,688 萬 | 1.68% | −36,415−34.1% | 減碼 |
| Strategy Asset Managers LLC | 70,313 | $1,685 萬 | 3.27% | −1,017−1.4% | 減碼 |
| Woodstock Corp | 70,207 | $1,683 萬 | 1.62% | −784−1.1% | 減碼 |
| PFG Investments, LLC | 69,987 | $1,678 萬 | 1.04% | −124−0.2% | 減碼 |
| Eagle Ridge Investment Management | 69,862 | $1,675 萬 | 1.46% | +709+1.0% | 加碼 |
| Winslow Asset Management Inc | 69,747 | $1,672 萬 | 3.33% | −2,897−4.0% | 減碼 |
| Transcend Wealth Collective, LLC | 69,719 | $1,671 萬 | 1.21% | −10,019−12.6% | 減碼 |
| Red Door Wealth Management, LLC | 69,670 | $1,670 萬 | 2.56% | +4,776+7.4% | 加碼 |
| Allied Investment Advisors, LLC | 69,510 | $1,666 萬 | 3.36% | −2,913−4.0% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 69,408 | $1,664 萬 | 1.24% | −318−0.5% | 減碼 |
| Cypress Capital Group | 69,404 | $1,664 萬 | 2.04% | −1,360−1.9% | 減碼 |
| Avitas Wealth Management LLC | 69,127 | $1,657 萬 | 2.29% | +385+0.6% | 加碼 |
| Copeland Capital Management, LLC | 68,809 | $1,649 萬 | 0.31% | −10,672−13.4% | 減碼 |
| Banque Pictet & Cie SA | 68,798 | $1,649 萬 | 0.16% | +30,580+80.0% | 加碼 |
| Artemis Investment Management LLP | 68,791 | $1,649 萬 | 0.23% | 00.0% | 不變 |
| Spinnaker Trust | 68,603 | $1,644 萬 | 1.04% | −408−0.6% | 減碼 |
| Pettyjohn, Wood & White, Inc | 68,520 | $1,642 萬 | 3.01% | +104+0.2% | 加碼 |
| Strategic Wealth Partners, Ltd. | 59,329 | $1,639 萬 | 1.36% | +7,143+13.7% | 加碼 |
| Zuckerman Investment Group, LLC | 61,301 | $1,636 萬 | 1.57% | +728+1.2% | 加碼 |
| Essex Financial Services, Inc. | 68,188 | $1,635 萬 | 1.15% | +1,596+2.4% | 加碼 |
| Greenwood Gearhart Inc | 68,098 | $1,632 萬 | 1.13% | +3,251+5.0% | 加碼 |
| Clarity Financial LLC | 68,046 | $1,631 萬 | 1.95% | −1,319−1.9% | 減碼 |
| Eagle Rock Investment Company, LLC | 68,016 | $1,630 萬 | 2.71% | −505−0.7% | 減碼 |
| Westpac Banking Corp | 67,292 | $1,613 萬 | 1.07% | −395−0.6% | 減碼 |
| Buffington Mohr McNeal | 67,168 | $1,610 萬 | 2.67% | −740−1.1% | 減碼 |
| Teamwork Financial Advisors, LLC | 67,110 | $1,609 萬 | 2.10% | +2,254+3.5% | 加碼 |
| Haverford Financial Services, Inc. | 67,079 | $1,608 萬 | 4.90% | +233+0.3% | 加碼 |
| Meeder Advisory Services, Inc. | 67,066 | $1,608 萬 | 1.00% | +289+0.4% | 加碼 |
| Intellus Advisors LLC | 67,001 | $1,606 萬 | 2.78% | +67,001 | 新進 |
| Barbara Oil Co. | 67,500 | $1,606 萬 | 6.66% | +500+0.7% | 加碼 |
| Wellington Shields Capital Management, LLC | 66,963 | $1,605 萬 | 2.84% | +463+0.7% | 加碼 |
| JCIC Asset Management Inc. | 66,946 | $1,605 萬 | 6.50% | +1,030+1.6% | 加碼 |
| Country Club Bank | 67,035 | $1,604 萬 | 1.07% | +505+0.8% | 加碼 |
| DSG Capital Advisors, LLC | 66,838 | $1,602 萬 | 2.90% | +66,838 | 新進 |
| Bank of Nova Scotia Trust Co | 66,833 | $1,602 萬 | 1.69% | −1,302−1.9% | 減碼 |
| Naples Global Advisors, LLC | 66,675 | $1,598 萬 | 1.49% | −440−0.7% | 減碼 |
| Buckingham Strategic Partners | 66,209 | $1,587 萬 | 0.27% | +16,799+34.0% | 加碼 |
| Shell Asset Management Co | 66,164 | $1,586 萬 | 0.69% | +179+0.3% | 加碼 |
| Mitchell Capital Management Co | 66,123 | $1,585 萬 | 2.78% | +4,274+6.9% | 加碼 |
| River Wealth Advisors LLC | 65,790 | $1,577 萬 | 2.09% | +1,787+2.8% | 加碼 |
| Matthew 25 Management Corp | 65,750 | $1,576 萬 | 5.00% | 00.0% | 不變 |
| Johnson Financial Group, Inc. | 58,751 | $1,570 萬 | 0.74% | −5,151−8.1% | 減碼 |
| Camden National Bank | 65,458 | $1,569 萬 | 2.35% | −1,590−2.4% | 減碼 |
| SFE Investment Counsel | 65,433 | $1,568 萬 | 3.33% | −1,166−1.8% | 減碼 |
| David Loasby | 65,307 | $1,567 萬 | 1.44% | −110−0.2% | 減碼 |
| Farmers National Bank | 65,249 | $1,564 萬 | 4.56% | +65,249 | 新進 |
| PEAK6 LLC | 65,146 | $1,562 萬 | 0.61% | +65,146 | 新進 |
| Telos Capital Management, Inc. | 64,830 | $1,554 萬 | 1.66% | −10,522−14.0% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 64,808 | $1,554 萬 | 0.48% | −10,441−13.9% | 減碼 |
| Griffin Asset Management, Inc. | 64,638 | $1,549 萬 | 1.82% | −2,867−4.2% | 減碼 |
| Princeton Global Asset Management LLC | 64,411 | $1,544 萬 | 2.89% | +617+1.0% | 加碼 |
| Fagan Associates, Inc. | 64,183 | $1,539 萬 | 2.44% | +511+0.8% | 加碼 |
| Wells Trecaso Financial Group, LLC | 63,973 | $1,534 萬 | 5.01% | −646−1.0% | 減碼 |
| One Capital Management, LLC | 63,675 | $1,526 萬 | 0.51% | −5,073−7.4% | 減碼 |