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 |
|---|---|---|---|---|---|
| Colonial Trust Co | 53,505 | $1,283 萬 | 1.91% | +1,645+3.2% | 加碼 |
| Sigma Investment Counselors Inc | 53,438 | $1,281 萬 | 0.75% | −2,816−5.0% | 減碼 |
| Clough Capital Partners L P | 53,400 | $1,280 萬 | 1.47% | −2,800−5.0% | 減碼 |
| Fulton Bank, N.A. | 53,314 | $1,278 萬 | 0.49% | −1,503−2.7% | 減碼 |
| Avantax Planning Partners, Inc. | 53,274 | $1,277 萬 | 0.46% | +1,502+2.9% | 加碼 |
| Harrell Investment Partners, LLC | 53,173 | $1,275 萬 | 3.56% | −3,129−5.6% | 減碼 |
| Picton Mahoney Asset Management | 53,080 | $1,272 萬 | 0.48% | −434−0.8% | 減碼 |
| NorthRock Partners, LLC | 60,661 | $1,271 萬 | 0.41% | +1,896+3.2% | 加碼 |
| Vestcor Inc | 53,011 | $1,271 萬 | 0.42% | −2,552−4.6% | 減碼 |
| AMG National Trust Bank | 52,892 | $1,267 萬 | 0.35% | −1,091−2.0% | 減碼 |
| Two Sigma Advisers, LP | 52,800 | $1,266 萬 | 0.03% | +52,800 | 新進 |
| NBW Capital LLC | 52,774 | $1,265 萬 | 2.34% | −484−0.9% | 減碼 |
| Wealthcare Advisory Partners LLC | 52,520 | $1,259 萬 | 0.35% | −1,697−3.1% | 減碼 |
| Inlet Private Wealth, LLC | 52,349 | $1,255 萬 | 3.32% | −1,265−2.4% | 減碼 |
| Family Capital Trust Co | 52,247 | $1,252 萬 | 4.24% | −1,877−3.5% | 減碼 |
| Goelzer Investment Management, Inc. | 52,185 | $1,251 萬 | 0.73% | −281−0.5% | 減碼 |
| Xcel Wealth Management, LLC | 52,183 | $1,251 萬 | 3.47% | −1,010−1.9% | 減碼 |
| Miramar Capital, LLC | 52,078 | $1,248 萬 | 2.98% | +40.0% | 加碼 |
| Live Oak Private Wealth LLC | 52,043 | $1,248 萬 | 2.10% | −1,173−2.2% | 減碼 |
| Baker Ellis Asset Management LLC | 51,870 | $1,243 萬 | 1.83% | −112−0.2% | 減碼 |
| Patton Albertson Miller Group, LLC | 51,631 | $1,238 萬 | 1.66% | +1,624+3.2% | 加碼 |
| Holocene Advisors, LP | 51,566 | $1,236 萬 | 0.04% | +51,566 | 新進 |
| KG&L Capital Management,LLC | 51,952 | $1,234 萬 | 3.97% | −528−1.0% | 減碼 |
| Atlanta Consulting Group Advisors, LLC | 51,377 | $1,232 萬 | 4.54% | −402−0.8% | 減碼 |
| Texas Capital Bank Wealth Management Services Inc | 51,288 | $1,229 萬 | 1.26% | −741−1.4% | 減碼 |
| Apriem Advisors | 51,136 | $1,226 萬 | 1.40% | −133−0.3% | 減碼 |
| Rench Wealth Management, Inc. | 50,768 | $1,217 萬 | 4.15% | −207−0.4% | 減碼 |
| AlphaCore Capital LLC | 50,704 | $1,215 萬 | 2.63% | −1,298−2.5% | 減碼 |
| Fulcrum Capital LLC | 50,670 | $1,215 萬 | 2.54% | −269−0.5% | 減碼 |
| Chemung Canal Trust Co | 50,566 | $1,212 萬 | 2.53% | −4,857−8.8% | 減碼 |
| Whalerock Point Partners, LLC | 50,540 | $1,211 萬 | 2.82% | +451+0.9% | 加碼 |
| Community Bank & Trust, Waco, Texas | 50,520 | $1,211 萬 | 2.80% | +837+1.7% | 加碼 |
| Mirae Asset Securities (USA) Inc. | 50,146 | $1,202 萬 | 0.56% | −70−0.1% | 減碼 |
| Ascent Wealth Partners, LLC | 50,104 | $1,201 萬 | 1.62% | −925−1.8% | 減碼 |
| Centaurus Financial, Inc. | 50,019 | $1,199 萬 | 0.73% | +8,107+19.3% | 加碼 |
| Access Investment Management LLC | 50,000 | $1,199 萬 | 3.47% | 00.0% | 不變 |
| Mitchell Sinkler & Starr | 49,772 | $1,193 萬 | 3.18% | −954−1.9% | 減碼 |
| Marietta Wealth Management, LLC | 49,771 | $1,193 萬 | 1.71% | −530−1.1% | 減碼 |
| Thompson Investment Management, Inc. | 49,753 | $1,193 萬 | 1.71% | −3,814−7.1% | 減碼 |
| Peterson Wealth Services | 49,640 | $1,190 萬 | 3.57% | +4,469+9.9% | 加碼 |
| American National Bank | 49,586 | $1,189 萬 | 1.33% | +1,117+2.3% | 加碼 |
| Trueblood Wealth Management, LLC | 49,579 | $1,188 萬 | 5.86% | −3,854−7.2% | 減碼 |
| Joel Isaacson & Co., LLC | 49,504 | $1,187 萬 | 0.53% | +1,945+4.1% | 加碼 |
| Cutler Investment Counsel LLC | 49,484 | $1,186 萬 | 1.48% | −1,169−2.3% | 減碼 |
| Stokes Family Office, LLC | 49,407 | $1,184 萬 | 1.26% | +1,923+4.0% | 加碼 |
| Executive Wealth Management, LLC | 49,320 | $1,182 萬 | 0.93% | −5,411−9.9% | 減碼 |
| Trajan Wealth LLC | 49,319 | $1,182 萬 | 0.65% | −120−0.2% | 減碼 |
| Commonwealth Retirement Investments LLC | 49,086 | $1,177 萬 | 4.85% | −159−0.3% | 減碼 |
| Adalta Capital Management LLC | 49,049 | $1,176 萬 | 6.14% | +140+0.3% | 加碼 |
| HTLF Bank | 48,932 | $1,173 萬 | 1.33% | −1,780−3.5% | 減碼 |
| Pioneer Trust Bank N A | 48,905 | $1,172 萬 | 2.95% | −367−0.7% | 減碼 |
| Confluence Wealth Services, Inc. | 44,041 | $1,171 萬 | 0.76% | −959−2.1% | 減碼 |
| Ballast Advisors LLC | 48,765 | $1,169 萬 | 3.60% | −397−0.8% | 減碼 |
| Brighton Jones LLC | 48,732 | $1,168 萬 | 0.34% | +4,841+11.0% | 加碼 |
| Flagship Harbor Advisors, LLC | 48,669 | $1,167 萬 | 0.61% | −1,475−2.9% | 減碼 |
| Brave Asset Management Inc | 48,655 | $1,166 萬 | 3.71% | −704−1.4% | 減碼 |
| Sage Mountain Advisors LLC | 48,611 | $1,165 萬 | 0.85% | +1,420+3.0% | 加碼 |
| GFS Advisors, LLC | 48,516 | $1,163 萬 | 1.77% | −9,477−16.3% | 減碼 |
| Intact Investment Management Inc. | 48,400 | $1,160 萬 | 0.41% | −2,200−4.3% | 減碼 |
| Harbour Capital Advisors, LLC | 47,535 | $1,156 萬 | 2.58% | −1,074−2.2% | 減碼 |
| Wellington Shields & Co., LLC | 48,224 | $1,156 萬 | 3.54% | −127−0.3% | 減碼 |
| Tradewinds, LLC. | 42,111 | $1,153 萬 | 3.20% | +1,453+3.6% | 加碼 |
| Financial Partners Group, LLC | 48,050 | $1,152 萬 | 4.78% | −275−0.6% | 減碼 |
| First Hawaiian Bank | 47,964 | $1,150 萬 | 0.37% | +460+1.0% | 加碼 |
| YHB Investment Advisors, Inc. | 47,855 | $1,147 萬 | 0.94% | +4,679+10.8% | 加碼 |
| Waldron Private Wealth LLC | 47,832 | $1,147 萬 | 0.46% | +1,723+3.7% | 加碼 |
| Van Hulzen Asset Management, LLC | 47,752 | $1,145 萬 | 0.84% | +1,165+2.5% | 加碼 |
| Bard Financial Services, Inc. | 47,730 | $1,144 萬 | 1.37% | −400−0.8% | 減碼 |
| New England Asset Management Inc | 47,710 | $1,144 萬 | 1.95% | −10,410−17.9% | 減碼 |
| Profund Advisors LLC | 47,577 | $1,140 萬 | 0.42% | −4,452−8.6% | 減碼 |
| Quadrant Capital Group LLC | 47,570 | $1,140 萬 | 0.79% | −939−1.9% | 減碼 |
| Frisch Financial Group, Inc. | 47,455 | $1,138 萬 | 3.44% | −1,754−3.6% | 減碼 |
| Boston Family Office LLC | 47,416 | $1,137 萬 | 0.78% | −198−0.4% | 減碼 |
| Brown Shipley& Co Ltd | 47,373 | $1,136 萬 | 5.64% | −3,205−6.3% | 減碼 |
| Community Financial Services Group, LLC | 47,343 | $1,135 萬 | 2.25% | +1,533+3.3% | 加碼 |
| McGinn Investment Management, Inc. | 47,324 | $1,134 萬 | 7.58% | −207−0.4% | 減碼 |
| Plimoth Trust Co LLC | 47,228 | $1,132 萬 | 2.91% | −687−1.4% | 減碼 |
| Baldwin Investment Management, LLC | 47,182 | $1,131 萬 | 1.47% | −4,740−9.1% | 減碼 |
| AustralianSuper Pty Ltd | 47,160 | $1,130 萬 | 0.05% | +29,129+161.5% | 加碼 |
| Shepherd Financial Partners LLC | 47,148 | $1,130 萬 | 1.35% | +257+0.5% | 加碼 |
| StoneX Group Inc. | 46,788 | $1,122 萬 | 0.62% | +14,356+44.3% | 加碼 |
| L & S Advisors Inc | 46,729 | $1,120 萬 | 1.23% | −19,844−29.8% | 減碼 |
| MUFG Securities Americas Inc. | 46,642 | $1,118 萬 | 1.42% | +46,642 | 新進 |
| PDS Planning, Inc | 46,564 | $1,116 萬 | 0.99% | +5,834+14.3% | 加碼 |
| Parr McKnight Wealth Management Group, LLC | 46,552 | $1,116 萬 | 1.60% | +46,552 | 新進 |
| Cincinnati Casualty Co | 46,500 | $1,115 萬 | 6.24% | 00.0% | 不變 |
| Cincinnati Specialty Underwriters Insurance CO | 46,500 | $1,115 萬 | 3.07% | 00.0% | 不變 |
| Camden Capital, LLC | 46,456 | $1,114 萬 | 1.21% | −3,180−6.4% | 減碼 |
| Vise Technologies, Inc. | 46,233 | $1,108 萬 | 0.92% | −4,869−9.5% | 減碼 |
| Westover Capital Advisors, LLC | 46,224 | $1,108 萬 | 2.44% | +40+0.1% | 加碼 |
| Schulhoff & Co Inc | 46,156 | $1,106 萬 | 4.92% | 00.0% | 不變 |
| Embree Financial Group | 46,095 | $1,105 萬 | 1.89% | +175+0.4% | 加碼 |
| Independent Financial Group, LLC | 46,076 | $1,104 萬 | 0.37% | +2,635+6.1% | 加碼 |
| First Western Trust Bank | 46,038 | $1,104 萬 | 0.51% | −946−2.0% | 減碼 |
| Fundamentun, LLC | 45,848 | $1,099 萬 | 0.66% | −2,200−4.6% | 減碼 |
| Parthenon LLC | 45,813 | $1,098 萬 | 1.33% | +1,240+2.8% | 加碼 |
| Stokes Capital Advisors, LLC | 45,691 | $1,095 萬 | 2.83% | −182−0.4% | 減碼 |
| Prosperity Consulting Group, LLC | 45,689 | $1,095 萬 | 0.82% | +626+1.4% | 加碼 |
| Bangor Savings Bank | 45,603 | $1,093 萬 | 1.03% | −805−1.7% | 減碼 |
| XML Financial, LLC | 45,536 | $1,092 萬 | 1.00% | −1,709−3.6% | 減碼 |