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 |
|---|---|---|---|---|---|
| Bell & Brown Wealth Advisors, LLC | 33,980 | $814.6 萬 | 3.03% | +30+0.1% | 加碼 |
| Baader Bank INC | 33,857 | $811.5 萬 | 0.75% | +11,821+53.6% | 加碼 |
| Harbor Advisory Corp | 33,828 | $810.9 萬 | 2.66% | −934−2.7% | 減碼 |
| E Fund Management Co., Ltd. | 33,741 | $808.8 萬 | 0.41% | +11,980+55.1% | 加碼 |
| Heritage Wealth Management, Inc. | 33,741 | $808.8 萬 | 2.69% | −170−0.5% | 減碼 |
| Palmer Knight Co | 33,736 | $808.7 萬 | 3.62% | +127+0.4% | 加碼 |
| Brick & Kyle, Associates | 33,733 | $808.6 萬 | 3.44% | −167−0.5% | 減碼 |
| Cottage Street Advisors LLC | 33,716 | $808.2 萬 | 4.21% | −533−1.6% | 減碼 |
| Ossiam | 33,666 | $807.0 萬 | 0.14% | −33,181−49.6% | 減碼 |
| Strategic Blueprint, LLC | 33,662 | $806.9 萬 | 0.48% | +173+0.5% | 加碼 |
| Leuthold Group, LLC | 33,622 | $806.0 萬 | 0.97% | −1,216−3.5% | 減碼 |
| Bill Few Associates, Inc. | 33,618 | $805.9 萬 | 2.83% | −372−1.1% | 減碼 |
| Schmidt P J Investment Management Inc | 33,607 | $805.6 萬 | 1.40% | −1,259−3.6% | 減碼 |
| NTV Asset Management LLC | 33,532 | $803.8 萬 | 1.06% | −79−0.2% | 減碼 |
| PFG Advisors | 33,515 | $803.4 萬 | 0.49% | −1,156−3.3% | 減碼 |
| BBR Partners, LLC | 33,471 | $802.3 萬 | 0.56% | +228+0.7% | 加碼 |
| Globeflex Capital L P | 33,400 | $800.6 萬 | 0.68% | 00.0% | 不變 |
| Sompo Asset Management Co., Ltd. | 33,397 | $800.6 萬 | 1.35% | −5,986−15.2% | 減碼 |
| BigSur Wealth Management LLC | 33,356 | $799.6 萬 | 2.28% | −1,937−5.5% | 減碼 |
| Trust Asset Management LLC | 33,330 | $799.0 萬 | 0.62% | 00.0% | 不變 |
| Capital Insight Partners, LLC | 33,285 | $797.9 萬 | 1.38% | −651−1.9% | 減碼 |
| Soltis Investment Advisors LLC | 33,270 | $797.5 萬 | 0.74% | +1,004+3.1% | 加碼 |
| Clarity Wealth Advisors, LLC | 33,211 | $796.1 萬 | 2.17% | +578+1.8% | 加碼 |
| Rockline Wealth Management, LLC | 33,178 | $795.3 萬 | 2.12% | +1,215+3.8% | 加碼 |
| Jain Global LLC | 33,119 | $793.9 萬 | 0.24% | +33,119 | 新進 |
| GeoWealth Management, LLC | 33,102 | $793.5 萬 | 0.26% | +4,463+15.6% | 加碼 |
| RMR Wealth Builders | 33,057 | $792.4 萬 | 0.82% | +1,382+4.4% | 加碼 |
| Parkside Financial Bank & Trust | 33,022 | $791.6 萬 | 1.05% | +1,654+5.3% | 加碼 |
| Kentucky Farm Bureau Mutual Insurance Co | 33,000 | $791.0 萬 | 1.78% | 00.0% | 不變 |
| West Branch Capital LLC | 32,979 | $790.5 萬 | 2.52% | +693+2.1% | 加碼 |
| Nikulski Financial, Inc. | 32,881 | $788.2 萬 | 2.32% | +141+0.4% | 加碼 |
| Stonebrook Private Inc. | 32,793 | $786.1 萬 | 2.06% | −734−2.2% | 減碼 |
| EverSource Wealth Advisors, LLC | 32,765 | $785.4 萬 | 0.44% | +890+2.8% | 加碼 |
| Resonant Capital Advisors, LLC | 32,742 | $784.9 萬 | 0.57% | +148+0.5% | 加碼 |
| Chiron Investment Management, LLC | 32,741 | $784.8 萬 | 2.61% | −8,767−21.1% | 減碼 |
| SGL Investment Advisors, Inc. | 28,474 | $784.3 萬 | 3.95% | +142+0.5% | 加碼 |
| Moody National Bank Trust Division | 32,669 | $783.1 萬 | 0.82% | −1,701−4.9% | 減碼 |
| Sentinel Trust Co Lba | 32,646 | $782.6 萬 | 0.90% | +954+3.0% | 加碼 |
| Golden State Equity Partners | 32,645 | $782.5 萬 | 1.50% | −1,450−4.3% | 減碼 |
| Little House Capital LLC | 32,607 | $781.6 萬 | 2.23% | −571−1.7% | 減碼 |
| DCM Advisors, LLC | 32,597 | $781.4 萬 | 3.67% | +3,934+13.7% | 加碼 |
| Pathway Financial Advisers, LLC | 32,579 | $780.9 萬 | 2.63% | +79+0.2% | 加碼 |
| Maxwell Wealth Strategies Inc. | 32,560 | $780.5 萬 | 3.19% | −62−0.2% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 133,124 | $778.5 萬 | 1.35% | +48,886+58.0% | 加碼 |
| Maltese Capital Management LLC | 32,450 | $777.9 萬 | 1.19% | −6,650−17.0% | 減碼 |
| Oddo BHF Asset Management SAS | 32,432 | $777.4 萬 | 0.39% | +3,829+13.4% | 加碼 |
| Everpar Advisors LLC | 32,431 | $777.4 萬 | 3.92% | +262+0.8% | 加碼 |
| Pegasus Asset Management, Inc. | 32,401 | $776.7 萬 | 2.93% | −236−0.7% | 減碼 |
| Insigneo Advisory Services, LLC | 32,387 | $776.3 萬 | 0.80% | −779−2.3% | 減碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 32,287 | $774.0 萬 | 2.82% | −955−2.9% | 減碼 |
| Icon Wealth Advisors, LLC | 32,247 | $773.0 萬 | 0.64% | −324−1.0% | 減碼 |
| Creegan & Nassoura Financial Group, LLC | 32,219 | $772.3 萬 | 5.19% | −125−0.4% | 減碼 |
| Northwest Bancshares, Inc. | 32,218 | $772.3 萬 | 1.43% | −3,659−10.2% | 減碼 |
| Ransom Advisory, Ltd | 32,159 | $770.9 萬 | 3.54% | −258−0.8% | 減碼 |
| E&G Advisors, LP | 32,198 | $770.7 萬 | 2.09% | −240−0.7% | 減碼 |
| Field & Main Bank | 32,109 | $769.7 萬 | 2.71% | −40−0.1% | 減碼 |
| Kingswood Wealth Advisors, LLC | 32,074 | $768.9 萬 | 0.58% | −27,286−46.0% | 減碼 |
| Kovack Advisors, Inc. | 31,944 | $765.7 萬 | 0.75% | +501+1.6% | 加碼 |
| Sargent Investment Group, LLC | 31,310 | $764.6 萬 | 1.25% | +7,902+33.8% | 加碼 |
| Ami Investment Management Inc | 31,889 | $764.4 萬 | 2.48% | −803−2.5% | 減碼 |
| Family Legacy, Inc. | 31,425 | $764.0 萬 | 2.59% | −660−2.1% | 減碼 |
| Nilsine Partners, LLC | 31,863 | $763.8 萬 | 0.82% | +1,603+5.3% | 加碼 |
| Washington Trust Advisors, Inc. | 31,821 | $762.8 萬 | 0.64% | −337−1.0% | 減碼 |
| Financial Strategies Group, Inc. | 31,708 | $760.6 萬 | 1.82% | −1,463−4.4% | 減碼 |
| Ahl Investment Management, Inc. | 31,726 | $760.5 萬 | 5.32% | −572−1.8% | 減碼 |
| Lake Street Financial LLC | 31,712 | $760.2 萬 | 1.21% | −3,935−11.0% | 減碼 |
| Mitchell McLeod Pugh & Williams Inc | 31,703 | $759.9 萬 | 1.59% | −1,398−4.2% | 減碼 |
| Cooper Capital Advisors LLC | 31,671 | $759.2 萬 | 7.88% | +31,671 | 新進 |
| Patten Group, Inc. | 31,644 | $758.5 萬 | 1.68% | −1,074−3.3% | 減碼 |
| Overbrook Management Corp | 31,540 | $756.0 萬 | 1.63% | −812−2.5% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 31,518 | $755.5 萬 | 0.66% | −1,909−5.7% | 減碼 |
| Horan Capital Advisors, LLC. | 31,512 | $755.4 萬 | 2.54% | −2,833−8.2% | 減碼 |
| Addison Capital Co | 31,440 | $753.6 萬 | 3.00% | −685−2.1% | 減碼 |
| CFM Wealth Partners LLC | 31,437 | $753.6 萬 | 1.27% | +1,776+6.0% | 加碼 |
| First Business Financial Services, Inc. | 31,355 | $751.6 萬 | 0.74% | +448+1.4% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 31,281 | $749.8 萬 | 0.34% | −693−2.2% | 減碼 |
| Stone Point Wealth LLC | 31,101 | $745.5 萬 | 2.50% | −1,088−3.4% | 減碼 |
| Accurate Wealth Management, LLC | 31,034 | $744.7 萬 | 1.43% | −180−0.6% | 減碼 |
| Forte Capital LLC | 31,044 | $744.2 萬 | 0.84% | −849−2.7% | 減碼 |
| Abbot Financial Management, Inc. | 31,034 | $743.9 萬 | 3.70% | −198−0.6% | 減碼 |
| Udine Wealth Management, Inc. | 31,023 | $743.7 萬 | 4.78% | −1,861−5.7% | 減碼 |
| Ironvine Capital Partners, LLC | 30,971 | $742.4 萬 | 0.80% | 00.0% | 不變 |
| Concorde Financial Corp | 30,894 | $740.6 萬 | 4.41% | −986−3.1% | 減碼 |
| Larson Financial Group LLC | 30,883 | $740.3 萬 | 0.38% | +6,186+25.0% | 加碼 |
| RDA Financial Network | 30,697 | $735.8 萬 | 2.15% | +610+2.0% | 加碼 |
| Catalytic Wealth RIA, LLC | 30,692 | $735.7 萬 | 1.29% | +1,483+5.1% | 加碼 |
| Rollins Financial Advisors, LLC | 30,666 | $735.1 萬 | 1.15% | +5,606+22.4% | 加碼 |
| William B. Walkup & Associates, Inc. | 30,581 | $733.1 萬 | 4.64% | −81−0.3% | 減碼 |
| Wealth Effects LLC | 30,551 | $732.3 萬 | 2.60% | −199−0.6% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 30,510 | $731.3 萬 | 0.98% | +431+1.4% | 加碼 |
| Concord Wealth Partners | 30,440 | $729.7 萬 | 1.20% | −601−1.9% | 減碼 |
| Ameritas Investment Partners, Inc. | 30,424 | $729.3 萬 | 0.24% | −1,413−4.4% | 減碼 |
| RFG Advisory, LLC | 30,415 | $729.1 萬 | 0.21% | +1,693+5.9% | 加碼 |
| Trustmark National Bank Trust Department | 30,396 | $728.6 萬 | 0.54% | −591−1.9% | 減碼 |
| Exencial Wealth Advisors, LLC | 30,383 | $728.3 萬 | 0.27% | +381+1.3% | 加碼 |
| Zevenbergen Capital Investments LLC | 30,313 | $726.6 萬 | 0.15% | +145+0.5% | 加碼 |
| MSH Capital Advisors LLC | 30,305 | $726.4 萬 | 2.29% | −119−0.4% | 減碼 |
| MidWestOne Financial Group, Inc. | 30,280 | $725.8 萬 | 1.02% | −404−1.3% | 減碼 |
| Strategic Planning Group, LLC | 30,245 | $725.0 萬 | 1.33% | +814+2.8% | 加碼 |
| Herold Advisors, Inc. | 30,236 | $724.9 萬 | 1.58% | −1,191−3.8% | 減碼 |