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 |
|---|---|---|---|---|---|
| Nations Financial Group Inc, | 63,661 | $1,526 萬 | 1.12% | +1,699+2.7% | 加碼 |
| Valicenti Advisory Services Inc | 63,380 | $1,519 萬 | 3.78% | −3,760−5.6% | 減碼 |
| Simmons Bank | 63,243 | $1,516 萬 | 1.11% | −1,873−2.9% | 減碼 |
| Buckley Wealth Management, LLC | 63,187 | $1,515 萬 | 4.64% | −647−1.0% | 減碼 |
| First National Advisers, LLC | 63,151 | $1,514 萬 | 2.45% | −94−0.1% | 減碼 |
| Ascent Group, LLC | 62,888 | $1,507 萬 | 1.13% | +3,761+6.4% | 加碼 |
| BKD Wealth Advisors, LLC | 62,829 | $1,506 萬 | 0.35% | −1,380−2.1% | 減碼 |
| K.J. Harrison & Partners Inc | 62,591 | $1,502 萬 | 2.36% | −710−1.1% | 減碼 |
| Sara-Bay Financial | 62,764 | $1,502 萬 | 5.57% | +62,764 | 新進 |
| Sound View Wealth Advisors Group, LLC | 62,640 | $1,502 萬 | 1.21% | −1,111−1.7% | 減碼 |
| Roundview Capital LLC | 62,410 | $1,496 萬 | 1.04% | +1,239+2.0% | 加碼 |
| Moneta Group Investment Advisors LLC | 62,350 | $1,495 萬 | 0.21% | +1,450+2.4% | 加碼 |
| Schnieders Capital Management LLC | 62,348 | $1,495 萬 | 2.96% | −4,332−6.5% | 減碼 |
| Cornerstone Wealth Group, LLC | 62,192 | $1,491 萬 | 1.22% | +1,748+2.9% | 加碼 |
| Sagespring Wealth Partners, LLC | 61,943 | $1,485 萬 | 0.39% | +61,943 | 新進 |
| Atomi Financial Group, Inc. | 61,791 | $1,481 萬 | 0.75% | +6,975+12.7% | 加碼 |
| Stratos Wealth Advisors, LLC | 61,651 | $1,478 萬 | 0.71% | −2,398−3.7% | 減碼 |
| WealthBridge Investment Counsel Inc. | 61,586 | $1,476 萬 | 5.42% | −350−0.6% | 減碼 |
| Pettee Investors, Inc. | 61,537 | $1,475 萬 | 7.49% | −44−0.1% | 減碼 |
| Foster & Motley Inc | 61,526 | $1,475 萬 | 0.96% | +266+0.4% | 加碼 |
| Carmel Capital Management L.L.C. | 61,447 | $1,473 萬 | 5.56% | −210−0.3% | 減碼 |
| NJ State Employees Deferred Compensation Plan | 61,000 | $1,462 萬 | 1.78% | 00.0% | 不變 |
| Cypress Asset Management Inc | 59,529 | $1,461 萬 | 3.63% | −1,374−2.3% | 減碼 |
| Morningstar Investment Services LLC | 60,890 | $1,460 萬 | 1.33% | −514,573−89.4% | 減碼 |
| Fidelis Capital Partners, LLC | 54,684 | $1,459 萬 | 1.46% | +12,547+29.8% | 加碼 |
| Vantage Investment Partners, LLC | 60,715 | $1,455 萬 | 1.27% | −6,786−10.1% | 減碼 |
| Laffer Tengler Investments | 60,704 | $1,455 萬 | 2.86% | +7,227+13.5% | 加碼 |
| Burling Wealth Partners, LLC | 60,562 | $1,452 萬 | 2.96% | +60,562 | 新進 |
| Knights of Columbus Asset Advisors LLC | 60,385 | $1,447 萬 | 0.96% | +1,784+3.0% | 加碼 |
| Willis Investment Counsel | 60,341 | $1,446 萬 | 0.95% | −59−0.1% | 減碼 |
| Harbor Capital Advisors, Inc. | 60,290 | $1,445 萬 | 0.63% | +1,429+2.4% | 加碼 |
| Journey Advisory Group, LLC | 71,177 | $1,440 萬 | 1.72% | 00.0% | 不變 |
| Ar Asset Management Inc | 60,046 | $1,439 萬 | 3.26% | −3,885−6.1% | 減碼 |
| Invictus Private Wealth, LLC | 59,972 | $1,438 萬 | 1.09% | −688−1.1% | 減碼 |
| Equitable Trust Co | 59,893 | $1,436 萬 | 0.80% | +1,325+2.3% | 加碼 |
| Laurel Wealth Advisors LLC | 59,609 | $1,429 萬 | 2.23% | −512−0.9% | 減碼 |
| Twin Capital Management Inc | 59,524 | $1,427 萬 | 1.56% | −6,032−9.2% | 減碼 |
| Greystone Financial Group, LLC | 59,307 | $1,422 萬 | 2.47% | +268+0.5% | 加碼 |
| Stolper Co | 58,840 | $1,411 萬 | 4.70% | −1,154−1.9% | 減碼 |
| Plato Investment Management Ltd | 58,607 | $1,410 萬 | 1.04% | +2,123+3.8% | 加碼 |
| EFG Asset Management (Americas) Corp. | 58,760 | $1,409 萬 | 2.74% | +9,826+20.1% | 加碼 |
| Traynor Capital Management, Inc. | 58,748 | $1,408 萬 | 1.09% | +11,729+24.9% | 加碼 |
| Dorchester Wealth Management Co | 58,741 | $1,408 萬 | 2.81% | −560−0.9% | 減碼 |
| Hills Bank & Trust Co | 58,702 | $1,407 萬 | 1.06% | −769−1.3% | 減碼 |
| Consolidated Planning Corp | 58,608 | $1,405 萬 | 1.91% | +996+1.7% | 加碼 |
| DRW Securities, LLC | 58,583 | $1,404 萬 | 0.95% | +21,132+56.4% | 加碼 |
| Visionary Wealth Advisors | 58,534 | $1,403 萬 | 0.82% | −1,750−2.9% | 減碼 |
| Bank of Hawaii | 58,373 | $1,399 萬 | 0.77% | −290−0.5% | 減碼 |
| Close Asset Management Ltd | 58,116 | $1,395 萬 | 0.39% | 00.0% | 不變 |
| Radnor Capital Management, LLC | 58,107 | $1,393 萬 | 2.33% | −5,444−8.6% | 減碼 |
| Geneos Wealth Management Inc. | 57,993 | $1,390 萬 | 0.49% | −736−1.3% | 減碼 |
| Dividend Assets Capital, LLC | 57,791 | $1,385 萬 | 2.69% | +273+0.5% | 加碼 |
| J.W. Cole Advisors, Inc. | 57,740 | $1,384 萬 | 0.56% | +2,180+3.9% | 加碼 |
| one8zero8, LLC | 57,739 | $1,384 萬 | 2.98% | +57,739 | 新進 |
| Addenda Capital Inc. | 57,494 | $1,378 萬 | 0.49% | +4,953+9.4% | 加碼 |
| Punch & Associates Investment Management, Inc. | 57,370 | $1,375 萬 | 0.75% | −760−1.3% | 減碼 |
| Cyrus J. Lawrence, LLC | 57,348 | $1,375 萬 | 2.66% | −112−0.2% | 減碼 |
| Meridian Wealth Advisors, LLC | 57,323 | $1,374 萬 | 2.27% | −392−0.7% | 減碼 |
| Keystone Financial Group | 52,772 | $1,374 萬 | 1.35% | +30,699+139.1% | 加碼 |
| Lynch & Associates | 57,274 | $1,373 萬 | 2.98% | −696−1.2% | 減碼 |
| Venator Management LLC | 57,245 | $1,372 萬 | 3.95% | −205−0.4% | 減碼 |
| Rocky Mountain Advisers, LLC | 57,220 | $1,372 萬 | 4.07% | −200.0% | 減碼 |
| Perennial Advisors, LLC | 57,169 | $1,370 萬 | 2.98% | +57,169 | 新進 |
| IHT Wealth Management, LLC | 57,003 | $1,366 萬 | 0.44% | −10,794−15.9% | 減碼 |
| Mengis Capital Management, Inc. | 56,995 | $1,366 萬 | 2.79% | −359−0.6% | 減碼 |
| Independent Investors Inc | 56,934 | $1,365 萬 | 2.70% | 00.0% | 不變 |
| Spectrum Wealth Counsel, LLC | 56,927 | $1,365 萬 | 1.60% | −272−0.5% | 減碼 |
| Cardinal Capital Management | 56,550 | $1,356 萬 | 2.13% | −941−1.6% | 減碼 |
| Quest Investment Management LLC | 56,507 | $1,355 萬 | 1.57% | −3,550−5.9% | 減碼 |
| Frank, Rimerman Advisors LLC | 56,343 | $1,351 萬 | 0.98% | +636+1.1% | 加碼 |
| Next Level Private LLC | 56,194 | $1,347 萬 | 5.43% | −90.0% | 減碼 |
| Community Bank of Raymore | 56,120 | $1,345 萬 | 10.58% | −4,287−7.1% | 減碼 |
| Nwi Management LP | 56,000 | $1,342 萬 | 1.06% | −2,000−3.4% | 減碼 |
| EagleClaw Capital Managment, LLC | 55,951 | $1,341 萬 | 2.13% | +1,891+3.5% | 加碼 |
| BancorpSouth Bank | 55,860 | $1,339 萬 | 0.91% | −612−1.1% | 減碼 |
| Chicago Capital, LLC | 55,724 | $1,336 萬 | 0.35% | −3,806−6.4% | 減碼 |
| Harbor Investment Advisory, LLC | 69,288 | $1,330 萬 | 1.24% | +776+1.1% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 55,399 | $1,328 萬 | 0.87% | −2,849−4.9% | 減碼 |
| Capital Analysts, LLC | 55,350 | $1,327 萬 | 0.53% | −1,304−2.3% | 減碼 |
| Ethic Inc. | 55,349 | $1,327 萬 | 0.27% | +21,874+65.3% | 加碼 |
| Annex Advisory Services, LLC | 55,141 | $1,322 萬 | 0.40% | +3,927+7.7% | 加碼 |
| Raiffeisen Bank International AG | 55,208 | $1,321 萬 | 0.20% | +55,208 | 新進 |
| Capstone Financial Advisors, Inc. | 54,957 | $1,317 萬 | 0.81% | +729+1.3% | 加碼 |
| Shorepoint Capital Partners LLC | 54,938 | $1,317 萬 | 3.01% | −1,718−3.0% | 減碼 |
| Hoertkorn Richard Charles | 54,857 | $1,315 萬 | 5.41% | −1,325−2.4% | 減碼 |
| Royal Fund Management, LLC | 54,410 | $1,314 萬 | 1.43% | −4,507−7.6% | 減碼 |
| Mirador Capital Partners LP | 54,777 | $1,313 萬 | 2.38% | +258+0.5% | 加碼 |
| Danica Pension, Livsforsikringsaktieselskab | 54,748 | $1,312 萬 | 0.25% | +20,617+60.4% | 加碼 |
| Boyar Asset Management Inc. | 54,633 | $1,310 萬 | 8.64% | −1,313−2.3% | 減碼 |
| ING Groep NV | 54,520 | $1,307 萬 | 0.09% | −16,753−23.5% | 減碼 |
| Jamison Private Wealth Management, Inc. | 54,381 | $1,304 萬 | 1.92% | +1,376+2.6% | 加碼 |
| SevenBridge Financial Group, LLC | 47,362 | $1,302 萬 | 2.46% | +565+1.2% | 加碼 |
| Beverly Hills Private Wealth, LLC | 54,315 | $1,302 萬 | 2.63% | +8,225+17.8% | 加碼 |
| Magnus Financial Group LLC | 54,094 | $1,297 萬 | 1.25% | +4,723+9.6% | 加碼 |
| Meritage Portfolio Management | 53,999 | $1,294 萬 | 0.80% | −981−1.8% | 減碼 |
| Pittenger & Anderson Inc | 53,849 | $1,291 萬 | 0.47% | −464−0.9% | 減碼 |
| Steel Peak Wealth Management LLC | 53,796 | $1,290 萬 | 0.53% | −14,468−21.2% | 減碼 |
| Hartford Financial Management Inc. | 53,784 | $1,289 萬 | 2.64% | −401−0.7% | 減碼 |
| Douglass Winthrop Advisors, LLC | 53,680 | $1,287 萬 | 0.25% | −270−0.5% | 減碼 |
| Western Wealth Management, LLC | 53,621 | $1,285 萬 | 0.69% | +1,694+3.3% | 加碼 |