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 |
|---|---|---|---|---|---|
| Bridge Creek Capital Management LLC | 45,257 | $1,085 萬 | 3.34% | −1,752−3.7% | 減碼 |
| Ipswich Investment Management Co., Inc. | 45,155 | $1,082 萬 | 2.60% | −123−0.3% | 減碼 |
| Generali Investments CEE, investicni spolecnost, a.s. | 45,100 | $1,081 萬 | 1.11% | +45,100 | 新進 |
| SageView Advisory Group, LLC | 45,045 | $1,080 萬 | 0.46% | +12,366+37.8% | 加碼 |
| Compass Wealth Management LLC | 44,950 | $1,077 萬 | 2.60% | −4,609−9.3% | 減碼 |
| Wetzel Investment Advisors, Inc. | 44,840 | $1,075 萬 | 5.34% | −171−0.4% | 減碼 |
| Davis-Rea Ltd. | 44,812 | $1,074 萬 | 5.44% | −1,390−3.0% | 減碼 |
| Brown Miller Wealth Management, LLC | 44,771 | $1,073 萬 | 4.12% | −581−1.3% | 減碼 |
| Canal Capital Management, LLC | 44,717 | $1,072 萬 | 1.74% | −1,207−2.6% | 減碼 |
| Ronald Blue Trust, Inc. | 44,648 | $1,070 萬 | 0.14% | −7,170−13.8% | 減碼 |
| Duncker Streett & Co Inc | 44,518 | $1,067 萬 | 1.98% | −98−0.2% | 減碼 |
| Ameritas Advisory Services, LLC | 44,508 | $1,067 萬 | 0.37% | +10,107+29.4% | 加碼 |
| Elk River Wealth Management, LLC | 44,502 | $1,067 萬 | 1.93% | −425−0.9% | 減碼 |
| Walter & Keenan Financial Consulting Co | 44,459 | $1,066 萬 | 3.22% | −985−2.2% | 減碼 |
| Global Wealth Management Investment Advisory, Inc. | 44,421 | $1,065 萬 | 2.19% | +863+2.0% | 加碼 |
| Mirabaud Asset Management Ltd | 44,460 | $1,064 萬 | 4.95% | +5,094+12.9% | 加碼 |
| Hodges Capital Management Inc. | 44,307 | $1,062 萬 | 0.64% | −1,451−3.2% | 減碼 |
| Granite Investment Partners, LLC | 44,195 | $1,059 萬 | 0.46% | +195+0.4% | 加碼 |
| IFP Advisors, Inc | 44,143 | $1,058 萬 | 0.35% | −5,446−11.0% | 減碼 |
| InvesTrust | 44,160 | $1,058 萬 | 2.94% | +44,160 | 新進 |
| Advocate Group LLC | 44,091 | $1,057 萬 | 1.99% | −737−1.6% | 減碼 |
| Stablepoint Partners, LLC | 44,081 | $1,057 萬 | 1.94% | −10.0% | 減碼 |
| Coerente Capital Management | 44,026 | $1,055 萬 | 1.97% | −1,215−2.7% | 減碼 |
| RPG Investment Advisory, LLC | 43,960 | $1,054 萬 | 1.41% | +139+0.3% | 加碼 |
| McRae Capital Management Inc | 43,916 | $1,053 萬 | 2.06% | −556−1.3% | 減碼 |
| Giverny Capital Inc.大師吉維尼資本 | 43,862 | $1,051 萬 | 0.38% | +538+1.2% | 加碼 |
| 1248 Management, LLC | 43,852 | $1,051 萬 | 4.53% | +43,852 | 新進 |
| Bridgewater Advisors Inc. | 42,406 | $1,049 萬 | 1.10% | −638−1.5% | 減碼 |
| Kinsale Capital Group, Inc. | 43,732 | $1,048 萬 | 2.82% | +4,375+11.1% | 加碼 |
| Bradley & Co. Private Wealth Management, LLC | 43,683 | $1,047 萬 | 6.54% | +43,683 | 新進 |
| Mystic Asset Management, Inc. | 43,645 | $1,046 萬 | 2.81% | +17,900+69.5% | 加碼 |
| Farmers & Merchants Trust Co of Long Beach | 43,589 | $1,045 萬 | 2.59% | −767−1.7% | 減碼 |
| Townsend Asset Management Corp | 43,584 | $1,045 萬 | 3.82% | +723+1.7% | 加碼 |
| Oxford Financial Group Ltd | 43,525 | $1,043 萬 | 0.68% | +27+0.1% | 加碼 |
| Boyer & Corporon Wealth Management, LLC | 43,504 | $1,043 萬 | 3.71% | +43,504 | 新進 |
| HGK Asset Management Inc | 43,416 | $1,041 萬 | 1.92% | +595+1.4% | 加碼 |
| Bray Capital Advisors | 43,327 | $1,039 萬 | 2.81% | −6,449−13.0% | 減碼 |
| Greenwood Capital Associates LLC | 43,165 | $1,035 萬 | 1.35% | −1,195−2.7% | 減碼 |
| Intrust Bank NA | 43,132 | $1,034 萬 | 1.05% | +322+0.8% | 加碼 |
| Unison Asset Management LLC | 43,128 | $1,034 萬 | 5.07% | +1,216+2.9% | 加碼 |
| Kinneret Advisory, LLC | 43,041 | $1,032 萬 | 0.97% | −2,005−4.5% | 減碼 |
| B & T Capital Management DBA Alpha Capital Management | 42,980 | $1,030 萬 | 1.89% | −1,356−3.1% | 減碼 |
| Jaffetilchin Investment Partners, LLC | 42,926 | $1,029 萬 | 0.75% | +26+0.1% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 42,913 | $1,029 萬 | 0.38% | −5,602−11.5% | 減碼 |
| Strategic Advisors LLC | 42,845 | $1,027 萬 | 1.86% | +2,714+6.8% | 加碼 |
| Providence Capital Advisors, LLC | 42,816 | $1,026 萬 | 2.08% | +505+1.2% | 加碼 |
| Barometer Capital Management Inc. | 50,905 | $1,024 萬 | 4.10% | −2,442−4.6% | 減碼 |
| Claro Advisors LLC | 42,713 | $1,024 萬 | 1.39% | −1,831−4.1% | 減碼 |
| Soros Capital Management LLC | 42,650 | $1,022 萬 | 1.60% | +42,650 | 新進 |
| Evexia Wealth LLC | 37,037 | $1,021 萬 | 3.46% | −2,218−5.7% | 減碼 |
| Gluskin Sheff & Assoc Inc | 42,585 | $1,021 萬 | 1.22% | −3,040−6.7% | 減碼 |
| City Holding Co | 42,547 | $1,020 萬 | 1.45% | −2,681−5.9% | 減碼 |
| Asset Planning Services Inc | 42,452 | $1,018 萬 | 4.96% | −45−0.1% | 減碼 |
| Beacon Financial Group | 42,435 | $1,017 萬 | 1.09% | −797−1.8% | 減碼 |
| Schechter Investment Advisors, LLC | 42,352 | $1,015 萬 | 0.78% | −2,164−4.9% | 減碼 |
| Old Second National Bank of Aurora | 42,316 | $1,014 萬 | 2.31% | −1,550−3.5% | 減碼 |
| Kavar Capital Partners Group, LLC | 42,217 | $1,012 萬 | 1.71% | −143−0.3% | 減碼 |
| Pitcairn Co | 42,151 | $1,010 萬 | 0.60% | −3,180−7.0% | 減碼 |
| Jacobi Capital Management LLC | 42,007 | $1,007 萬 | 0.75% | −459−1.1% | 減碼 |
| Viking Fund Management LLC | 42,000 | $1,007 萬 | 1.57% | 00.0% | 不變 |
| Nelson Capital Management, LLC | 41,985 | $1,006 萬 | 1.67% | −1,981−4.5% | 減碼 |
| Jacobs Levy Equity Management, Inc | 41,956 | $1,006 萬 | 0.04% | −555−1.3% | 減碼 |
| Wealth Advisory Solutions, LLC | 41,849 | $1,003 萬 | 2.81% | +581+1.4% | 加碼 |
| First Interstate Bank | 41,610 | $997.4 萬 | 0.60% | −898−2.1% | 減碼 |
| Chronos Wealth Management, LLC | 41,462 | $993.9 萬 | 5.07% | −210−0.5% | 減碼 |
| Callan Family Office, LLC | 41,460 | $993.8 萬 | 0.63% | +32,917+385.3% | 加碼 |
| Bearing Point Capital, LLC | 41,362 | $991.5 萬 | 2.07% | +41,362 | 新進 |
| Paradigm Financial Partners, LLC | 41,325 | $990.6 萬 | 1.25% | +6,422+18.4% | 加碼 |
| Earnest Partners LLC | 41,293 | $989.8 萬 | 0.04% | −6,603−13.8% | 減碼 |
| First Nebraska Trust Co | 41,291 | $989.8 萬 | 0.96% | +290+0.7% | 加碼 |
| Buck Wealth Strategies, LLC | 41,286 | $989.7 萬 | 2.06% | +667+1.6% | 加碼 |
| WESPAC Advisors SoCal, LLC | 41,266 | $989.2 萬 | 2.24% | −3,535−7.9% | 減碼 |
| International Assets Investment Management, LLC | 1,582,078 | $988.2 萬 | 0.83% | −7,372,146−82.3% | 減碼 |
| Redmond Asset Management, LLC | 41,125 | $985.8 萬 | 2.46% | −670−1.6% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 41,073 | $984.6 萬 | 0.92% | +339+0.8% | 加碼 |
| Verition Fund Management LLC | 41,069 | $984.5 萬 | 0.05% | +32,234+364.8% | 加碼 |
| Turtle Creek Wealth Advisors, LLC | 41,020 | $983.3 萬 | 2.27% | +566+1.4% | 加碼 |
| RBF Capital, LLC | 41,000 | $982.8 萬 | 0.51% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 40,998 | $982.8 萬 | 0.36% | −2,897−6.6% | 減碼 |
| Graves-Light Private Wealth Management, Inc. | 40,934 | $981.2 萬 | 1.22% | −298−0.7% | 減碼 |
| Parcion Private Wealth LLC | 40,925 | $981.0 萬 | 0.75% | −154−0.4% | 減碼 |
| Semmax Financial Advisors Inc. | 35,450 | $979.6 萬 | 2.61% | −998−2.7% | 減碼 |
| Wittenberg Investment Management, Inc. | 32,053 | $978.6 萬 | 3.84% | −14,359−30.9% | 減碼 |
| Concentric Capital Strategies, LP | 40,804 | $978.1 萬 | 0.62% | +5,224+14.7% | 加碼 |
| DT Investment Partners, LLC | 40,759 | $977.0 萬 | 0.83% | −1,911−4.5% | 減碼 |
| Wedmont Private Capital | 40,716 | $976.7 萬 | 0.52% | +4,107+11.2% | 加碼 |
| Stenger Family Office, LLC | 40,685 | $975.3 萬 | 3.32% | +40,685 | 新進 |
| American Money Management, LLC | 40,672 | $974.9 萬 | 1.90% | −422−1.0% | 減碼 |
| Univest Financial Corp | 40,616 | $973.6 萬 | 0.61% | −267−0.7% | 減碼 |
| Valmark Advisers, Inc. | 40,561 | $972.3 萬 | 0.15% | −1,657−3.9% | 減碼 |
| Selway Asset Management | 40,507 | $971.0 萬 | 3.82% | +195+0.5% | 加碼 |
| Capital Group Investment Management Pte. Ltd. | 40,480 | $970.3 萬 | 1.84% | −1,151−2.8% | 減碼 |
| Asset Dedication, LLC | 40,472 | $970.2 萬 | 0.76% | −7,975−16.5% | 減碼 |
| Anchor Investment Management, LLC | 40,297 | $966.0 萬 | 0.90% | +263+0.7% | 加碼 |
| Fusion Capital, LLC | 40,288 | $965.7 萬 | 3.89% | +204+0.5% | 加碼 |
| Lindbrook Capital, LLC | 40,263 | $965.1 萬 | 0.87% | +313+0.8% | 加碼 |
| Chicago Trust Co NA | 40,184 | $963.3 萬 | 1.70% | +3,060+8.2% | 加碼 |
| LGT Fund Management Co Ltd. | 40,167 | $962.8 萬 | 0.84% | −362−0.9% | 減碼 |
| Capital Asset Advisory Services LLC | 39,559 | $962.4 萬 | 0.47% | +157+0.4% | 加碼 |
| Summerhill Capital Management lnc. | 40,078 | $960.7 萬 | 7.17% | +854+2.2% | 加碼 |