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 |
|---|---|---|---|---|---|
| Mechanics Bank Trust Department | 40,000 | $958.8 萬 | 1.28% | +976+2.5% | 加碼 |
| Dean Investment Associates, LLC | 39,835 | $954.9 萬 | 1.36% | −2,617−6.2% | 減碼 |
| Graypoint LLC | 39,806 | $954.2 萬 | 0.58% | −680−1.7% | 減碼 |
| Arrow Financial Corp | 39,656 | $950.6 萬 | 0.90% | −67−0.2% | 減碼 |
| Van Eck Associates Corp | 39,596 | $949.2 萬 | 0.01% | +37,744+2,038.0% | 加碼 |
| Private Trust Co NA | 39,415 | $944.8 萬 | 0.97% | −2,477−5.9% | 減碼 |
| Citizens National Bank Trust Department | 39,291 | $941.8 萬 | 1.99% | −428−1.1% | 減碼 |
| D L Carlson Investment Group Inc | 39,233 | $940.5 萬 | 1.68% | +961+2.5% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 39,173 | $939.0 萬 | 0.33% | −926−2.3% | 減碼 |
| Lorne Steinberg Wealth Management Inc. | 39,039 | $935.8 萬 | 2.71% | +180.0% | 加碼 |
| Hixon Zuercher, LLC | 39,028 | $935.5 萬 | 3.60% | −877−2.2% | 減碼 |
| Empire Financial Management Company, LLC | 39,013 | $935.2 萬 | 2.92% | +189+0.5% | 加碼 |
| Boyd Watterson Asset Management LLC | 38,991 | $934.7 萬 | 2.60% | −32−0.1% | 減碼 |
| McDonald Partners LLC | 38,881 | $932.0 萬 | 2.38% | −361−0.9% | 減碼 |
| Berkshire Bank | 38,823 | $930.6 萬 | 2.16% | +1,735+4.7% | 加碼 |
| Drucker Wealth 3.0, LLC | 38,808 | $930.3 萬 | 2.15% | −96−0.2% | 減碼 |
| Bristlecone Advisors, LLC | 38,690 | $927.4 萬 | 0.72% | −173−0.4% | 減碼 |
| Alpha Omega Wealth Management LLC | 38,687 | $927.4 萬 | 1.76% | −330−0.8% | 減碼 |
| Smartleaf Asset Management LLC | 38,737 | $927.1 萬 | 0.95% | +8,327+27.4% | 加碼 |
| Columbia Asset Management | 38,444 | $921.5 萬 | 1.76% | +38,444 | 新進 |
| Chemistry Wealth Management LLC | 38,298 | $918.0 萬 | 2.15% | −169−0.4% | 減碼 |
| DLK Investment Management, LLC | 38,293 | $917.9 萬 | 3.84% | +410+1.1% | 加碼 |
| Advanced Asset Management Advisors Inc | 38,206 | $915.8 萬 | 2.40% | −54−0.1% | 減碼 |
| Legacy Financial Advisors, Inc. | 38,183 | $915.3 萬 | 1.51% | +55+0.1% | 加碼 |
| Quantitative Investment Management, LLC | 38,145 | $914.3 萬 | 0.69% | +38,145 | 新進 |
| Van Strum & Towne Inc. | 38,129 | $914.0 萬 | 3.22% | −495−1.3% | 減碼 |
| Generate Investment Management Ltd | 38,108 | $913.5 萬 | 0.64% | +7,688+25.3% | 加碼 |
| Contravisory Investment Management, Inc. | 38,033 | $911.7 萬 | 1.95% | −98−0.3% | 減碼 |
| Capital Investment Counsel, LLC | 38,003 | $911.0 萬 | 1.52% | +586+1.6% | 加碼 |
| Constitution Capital LLC | 37,997 | $910.8 萬 | 5.11% | −22,050−36.7% | 減碼 |
| Guyasuta Investment Advisors Inc | 37,947 | $909.6 萬 | 0.57% | −3,148−7.7% | 減碼 |
| Legacy Trust | 37,886 | $908.2 萬 | 2.11% | −180.0% | 減碼 |
| Bogart Wealth, LLC | 37,833 | $906.9 萬 | 0.43% | −487−1.3% | 減碼 |
| Stony Point Wealth Management Inc. | 37,757 | $905.1 萬 | 3.60% | −2,406−6.0% | 減碼 |
| Belpointe Asset Management LLC | 40,064 | $900.7 萬 | 0.54% | −1,774−4.2% | 減碼 |
| Edgestream Partners, L.P. | 37,567 | $900.5 萬 | 0.38% | +27,906+288.9% | 加碼 |
| Socorro Asset Management LP | 37,515 | $899.3 萬 | 3.52% | 00.0% | 不變 |
| Skylands Capital, LLC | 37,235 | $892.6 萬 | 1.25% | −5,235−12.3% | 減碼 |
| Hilton Capital Management, LLC | 37,165 | $890.9 萬 | 0.77% | −5,329−12.5% | 減碼 |
| Arjuna Capital | 37,136 | $890.2 萬 | 2.37% | −1,586−4.1% | 減碼 |
| Bright Rock Capital Management, LLC | 37,000 | $886.9 萬 | 1.89% | −28,000−43.1% | 減碼 |
| Sitrin Capital Management LLC | 36,967 | $886.1 萬 | 4.47% | +355+1.0% | 加碼 |
| SPC Financial, Inc. | 36,943 | $885.6 萬 | 0.77% | +985+2.7% | 加碼 |
| Boston Research & Management Inc | 36,911 | $884.8 萬 | 2.14% | −222−0.6% | 減碼 |
| Systematic Alpha Investments, LLC | 36,804 | $882.2 萬 | 0.33% | 00.0% | 不變 |
| TrinityPoint Wealth, LLC | 36,756 | $881.1 萬 | 1.24% | +1,010+2.8% | 加碼 |
| Principal Street Partners, LLC | 36,719 | $880.2 萬 | 1.73% | −4,385−10.7% | 減碼 |
| American Trust | 36,603 | $877.4 萬 | 0.67% | −25−0.1% | 減碼 |
| McBroom & Associates, LLC | 36,585 | $877.0 萬 | 4.96% | +168+0.5% | 加碼 |
| Mount Yale Investment Advisors, LLC | 36,582 | $876.9 萬 | 0.71% | +21,441+141.6% | 加碼 |
| Qtron Investments LLC | 36,472 | $874.3 萬 | 1.23% | −1,514−4.0% | 減碼 |
| Allen Capital Group, LLC | 36,466 | $874.1 萬 | 1.07% | −1,237−3.3% | 減碼 |
| Cordatus Wealth Management LLC | 36,402 | $872.6 萬 | 2.30% | +480+1.3% | 加碼 |
| Hoey Investments, Inc | 36,396 | $872.4 萬 | 1.48% | +10,517+40.6% | 加碼 |
| White Pine Investment CO | 36,316 | $870.5 萬 | 2.35% | −1,367−3.6% | 減碼 |
| Owen LaRue, LLC | 36,150 | $866.6 萬 | 4.53% | +116+0.3% | 加碼 |
| Harbour Investments, Inc. | 36,095 | $865.2 萬 | 0.25% | +2,188+6.5% | 加碼 |
| Churchill Management Corp | 36,049 | $864.1 萬 | 0.09% | −960−2.6% | 減碼 |
| New Hampshire Trust | 35,995 | $862.8 萬 | 1.82% | +312+0.9% | 加碼 |
| Philadelphia Trust Co | 35,965 | $862.1 萬 | 0.63% | −1,852−4.9% | 減碼 |
| Arvest Investments, Inc. | 35,957 | $861.9 萬 | 1.38% | −1,371−3.7% | 減碼 |
| TFG Advisers LLC | 35,939 | $861.5 萬 | 3.10% | +170+0.5% | 加碼 |
| DF Dent & Co Inc | 35,905 | $860.7 萬 | 0.11% | −5,083−12.4% | 減碼 |
| Blue Fin Capital, Inc. | 35,819 | $858.6 萬 | 1.58% | +269+0.8% | 加碼 |
| Hennessy Advisors Inc | 35,800 | $858.2 萬 | 0.26% | −1,200−3.2% | 減碼 |
| Mission Creek Capital Partners, Inc. | 56,739 | $856.0 萬 | 1.87% | +21,877+62.8% | 加碼 |
| Excalibur Management Corp | 35,660 | $854.8 萬 | 3.40% | −66−0.2% | 減碼 |
| AlTi Global, Inc. | 34,372 | $851.4 萬 | 0.21% | +2,176+6.8% | 加碼 |
| Kennedy Capital Management, Inc. | 35,465 | $850.1 萬 | 0.19% | −1,854−5.0% | 減碼 |
| Essex LLC | 35,458 | $850.0 萬 | 1.78% | −2,026−5.4% | 減碼 |
| Somerset Trust Co | 35,452 | $849.8 萬 | 3.20% | −1,147−3.1% | 減碼 |
| Financial Advisory Service, Inc. | 35,442 | $849.6 萬 | 0.71% | +579+1.7% | 加碼 |
| Arete Wealth Advisors, LLC | 35,383 | $848.9 萬 | 0.61% | +8,839+33.3% | 加碼 |
| Security National Bank | 35,335 | $847.0 萬 | 1.21% | −1,264−3.5% | 減碼 |
| Gifford Fong Associates | 35,296 | $846.1 萬 | 2.08% | 00.0% | 不變 |
| Covington Investment Advisors Inc. | 35,257 | $845.2 萬 | 1.27% | −4,656−11.7% | 減碼 |
| Founders Capital Management | 35,221 | $844.3 萬 | 5.34% | −771−2.1% | 減碼 |
| Marcum Wealth, LLC | 35,185 | $843.4 萬 | 0.73% | +628+1.8% | 加碼 |
| Paradiem, LLC | 35,174 | $843.2 萬 | 2.26% | 00.0% | 不變 |
| Atlantic Trust, LLC | 35,170 | $843.1 萬 | 1.82% | +5,708+19.4% | 加碼 |
| Werlinich Asset Management, LLC | 35,197 | $842.3 萬 | 4.90% | 00.0% | 不變 |
| Harvey Capital Management Inc | 35,070 | $840.7 萬 | 1.98% | −195−0.6% | 減碼 |
| Bedel Financial Consulting, Inc. | 30,844 | $834.1 萬 | 1.16% | −231−0.7% | 減碼 |
| Checchi Capital Advisers, LLC | 34,786 | $833.9 萬 | 0.62% | −1,353−3.7% | 減碼 |
| Focus Financial Network, Inc. | 34,737 | $832.7 萬 | 0.33% | +594+1.7% | 加碼 |
| Csenge Advisory Group | 34,713 | $832.1 萬 | 0.45% | +2,604+8.1% | 加碼 |
| IFC Advisors LLC | 34,703 | $831.9 萬 | 1.81% | +34,703 | 新進 |
| Augustine Asset Management Inc | 34,666 | $831.0 萬 | 2.18% | −324−0.9% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 34,622 | $829.9 萬 | 0.43% | +644+1.9% | 加碼 |
| Baugh & Associates, LLC | 35,353 | $829.6 萬 | 4.30% | −49−0.1% | 減碼 |
| Howland Capital Management LLC | 34,519 | $827.5 萬 | 0.36% | −1,771−4.9% | 減碼 |
| Mandatum Life Insurance Co Ltd | 34,502 | $827.0 萬 | 2.45% | −7,000−16.9% | 減碼 |
| Alexander Labrunerie & Co., Inc. | 34,427 | $825.2 萬 | 3.65% | +389+1.1% | 加碼 |
| Ashburton (Jersey) Ltd | 34,377 | $824.1 萬 | 3.64% | −52,578−60.5% | 減碼 |
| Lombard Odier Asset Management (Europe) Ltd | 34,345 | $823.3 萬 | 0.53% | 00.0% | 不變 |
| Peloton Wealth Strategists | 34,335 | $823.0 萬 | 3.32% | −2,228−6.1% | 減碼 |
| Manhattan West Asset Management, LLC | 34,168 | $819.0 萬 | 2.21% | +656+2.0% | 加碼 |
| Financiere des Professionnels - Fonds d,investissement inc. | 34,168 | $819.0 萬 | 0.57% | −11,902−25.8% | 減碼 |
| Exchange Capital Management, Inc. | 34,112 | $817.7 萬 | 1.30% | −58−0.2% | 減碼 |
| WCG Wealth Advisors LLC | 34,030 | $815.7 萬 | 0.54% | +267+0.8% | 加碼 |