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 |
|---|---|---|---|---|---|
| Garland Capital Management Inc | 30,235 | $724.8 萬 | 5.94% | −6,830−18.4% | 減碼 |
| Sandhill Capital Partners LLC | 30,216 | $724.3 萬 | 0.57% | −253−0.8% | 減碼 |
| Union Heritage Capital, LLC | 30,205 | $724.0 萬 | 2.67% | 00.0% | 不變 |
| HCR Wealth Advisors | 30,111 | $721.8 萬 | 0.90% | +43+0.1% | 加碼 |
| Lake Street Advisors Group, LLC | 30,093 | $721.4 萬 | 0.33% | +75+0.2% | 加碼 |
| WealthPlan Investment Management, LLC | 30,027 | $719.8 萬 | 0.71% | +706+2.4% | 加碼 |
| Brooks, Moore & Associates, Inc. | 30,003 | $719.2 萬 | 4.25% | −1,342−4.3% | 減碼 |
| Allen Holding Inc | 30,000 | $719.1 萬 | 0.79% | 00.0% | 不變 |
| Bank of New Hampshire | 29,988 | $718.8 萬 | 1.85% | −391−1.3% | 減碼 |
| R.m.sincerbeaux Capital Management LLC | 29,970 | $718.4 萬 | 4.31% | −1,000−3.2% | 減碼 |
| Rehmann Capital Advisory Group | 29,968 | $718.4 萬 | 0.46% | +1,406+4.9% | 加碼 |
| Wright Investors Service Inc | 29,941 | $717.7 萬 | 2.33% | −5,888−16.4% | 減碼 |
| Syon Capital LLC | 29,932 | $717.5 萬 | 0.65% | +85+0.3% | 加碼 |
| Compton Wealth Advisory Group, LLC | 29,918 | $717.2 萬 | 1.85% | +472+1.6% | 加碼 |
| Hamilton Point Investment Advisors, LLC | 29,888 | $716.4 萬 | 1.29% | +47+0.2% | 加碼 |
| Lincoln Capital LLC | 29,882 | $716.3 萬 | 1.51% | −574−1.9% | 減碼 |
| Redwood Investments, LLC | 29,752 | $713.2 萬 | 1.91% | −153−0.5% | 減碼 |
| Souders Financial Advisors | 29,728 | $712.6 萬 | 1.00% | −7,169−19.4% | 減碼 |
| Supplemental Annuity Collective Trust of NJ | 29,700 | $711.9 萬 | 2.09% | 00.0% | 不變 |
| Hengehold Capital Management LLC | 29,681 | $711.5 萬 | 0.67% | −704−2.3% | 減碼 |
| Hansen & Associates Financial Group, Inc. | 29,487 | $711.1 萬 | 3.62% | +29,487 | 新進 |
| Proequities, Inc. | 26,916 | $710.8 萬 | 0.40% | +857+3.3% | 加碼 |
| Marietta Investment Partners LLC | 29,625 | $710.1 萬 | 1.56% | +8,200+38.3% | 加碼 |
| Patton Fund Management, Inc. | 29,593 | $709.4 萬 | 1.39% | +29,593 | 新進 |
| Citizens Business Bank | 20,272 | $708.9 萬 | 1.33% | −8,061−28.5% | 減碼 |
| Enterprise Bank & Trust Co | 29,547 | $708.3 萬 | 2.33% | +277+0.9% | 加碼 |
| Indiana Trust & Investment Management CO | 29,523 | $707.7 萬 | 2.41% | +1,975+7.2% | 加碼 |
| Charles Schwab Trust Co | 29,521 | $707.6 萬 | 0.61% | +4,608+18.5% | 加碼 |
| Argyle Capital Management Inc. | 29,476 | $706.6 萬 | 2.78% | −80−0.3% | 減碼 |
| Buckhead Capital Management LLC | 29,442 | $705.7 萬 | 2.26% | −258−0.9% | 減碼 |
| Patient Capital Management, LLC | 29,386 | $704.4 萬 | 0.33% | 00.0% | 不變 |
| Sunbelt Securities, Inc. | 29,349 | $702.4 萬 | 0.62% | +1,594+5.7% | 加碼 |
| Amarillo National Bank | 29,273 | $701.7 萬 | 1.29% | −210−0.7% | 減碼 |
| WealthShield Partners, LLC | 29,257 | $701.3 萬 | 0.99% | −2,867−8.9% | 減碼 |
| Texas Bank & Trust Co | 29,240 | $700.9 萬 | 2.89% | +29,240 | 新進 |
| tru Independence LLC | 29,231 | $700.7 萬 | 2.20% | −1,623−5.3% | 減碼 |
| Fairhaven Wealth Management, LLC | 29,185 | $699.6 萬 | 2.19% | +60.0% | 加碼 |
| Gryphon Financial Partners LLC | 29,123 | $698.1 萬 | 1.00% | −946−3.1% | 減碼 |
| Formidable Asset Management, LLC | 29,111 | $697.8 萬 | 1.15% | −626−2.1% | 減碼 |
| Sava Infond d.o.o. | 29,025 | $695.8 萬 | 1.23% | +29,025 | 新進 |
| Shelter Mutual Insurance Co | 29,000 | $695.2 萬 | 1.73% | 00.0% | 不變 |
| Berry Wealth Group, LP | 28,925 | $693.4 萬 | 5.00% | −528−1.8% | 減碼 |
| Romano Brothers and Company | 28,921 | $693.3 萬 | 0.87% | −712−2.4% | 減碼 |
| Cigna Investments Inc | 28,877 | $692.2 萬 | 1.22% | −684−2.3% | 減碼 |
| AdvisorNet Financial, Inc | 28,846 | $691.5 萬 | 0.58% | −773−2.6% | 減碼 |
| MTM Investment Management, LLC | 28,817 | $690.8 萬 | 2.66% | −80−0.3% | 減碼 |
| Argent Advisors, Inc. | 28,806 | $690.5 萬 | 2.56% | −1,092−3.7% | 減碼 |
| Naviter Wealth, LLC | 28,723 | $688.5 萬 | 0.83% | +8,815+44.3% | 加碼 |
| MV Capital Management, Inc. | 28,720 | $688.4 萬 | 0.74% | −254−0.9% | 減碼 |
| Osprey Private Wealth LLC | 28,675 | $687.4 萬 | 4.80% | −50−0.2% | 減碼 |
| Montecito Bank & Trust | 28,653 | $686.8 萬 | 1.19% | −103−0.4% | 減碼 |
| Atlas Wealth LLC | 28,604 | $685.7 萬 | 2.59% | −275−1.0% | 減碼 |
| AssuredPartners Investment Advisors, LLC | 28,595 | $685.4 萬 | 1.34% | +28,595 | 新進 |
| Essex Savings Bank | 28,576 | $685.0 萬 | 1.70% | −308−1.1% | 減碼 |
| Lauterbach Financial Advisors, LLC | 28,572 | $684.9 萬 | 4.16% | −486−1.7% | 減碼 |
| Peddock Capital Advisors, LLC | 28,537 | $684.1 萬 | 1.64% | −171−0.6% | 減碼 |
| Chapin Davis, Inc. | 32,441 | $684.0 萬 | 2.23% | 00.0% | 不變 |
| Evergreen Private Wealth LLC | 28,480 | $682.7 萬 | 3.20% | −222−0.8% | 減碼 |
| Grove Bank & Trust | 28,401 | $680.8 萬 | 0.94% | +559+2.0% | 加碼 |
| Paradigm Asset Management Co LLC | 28,391 | $680.6 萬 | 1.86% | −17,300−37.9% | 減碼 |
| HWG Holdings LP | 28,367 | $680.0 萬 | 2.23% | +2,251+8.6% | 加碼 |
| Strategic Financial Services, Inc, | 28,363 | $679.9 萬 | 0.41% | −377−1.3% | 減碼 |
| Act Two Investors LLC | 28,332 | $679.1 萬 | 1.32% | 00.0% | 不變 |
| TRUE Private Wealth Advisors | 28,300 | $678.4 萬 | 0.82% | −316−1.1% | 減碼 |
| Red Cedar Investment Management, LLC | 28,289 | $678.1 萬 | 0.85% | 00.0% | 不變 |
| Scissortail Wealth Management, LLC | 28,247 | $677.1 萬 | 1.73% | +27,850+7,015.1% | 加碼 |
| Delta Capital Management LLC | 28,235 | $676.8 萬 | 3.87% | +100+0.4% | 加碼 |
| IFG Advisory, LLC | 28,219 | $676.4 萬 | 0.38% | −121−0.4% | 減碼 |
| High Note Wealth, LLC | 28,045 | $672.3 萬 | 1.75% | +288+1.0% | 加碼 |
| Hall Capital Management Co Inc | 28,039 | $672.1 萬 | 3.14% | +28,039 | 新進 |
| Hudson Bay Capital Management LP | 28,036 | $672.1 萬 | 0.04% | +28,036 | 新進 |
| Marino, Stram & Associates LLC | 27,991 | $671.0 萬 | 1.48% | +14+0.1% | 加碼 |
| GM Advisory Group, Inc. | 27,988 | $670.9 萬 | 0.37% | +384+1.4% | 加碼 |
| SkyOak Wealth, LLC | 27,982 | $670.8 萬 | 1.43% | +1,283+4.8% | 加碼 |
| Hi-Line Capital Management, LLC | 27,930 | $669.5 萬 | 2.93% | −7,240−20.6% | 減碼 |
| Holderness Investments Co | 27,903 | $668.9 萬 | 1.48% | +411+1.5% | 加碼 |
| Great Lakes Retirement, Inc. | 27,876 | $668.2 萬 | 0.86% | −102−0.4% | 減碼 |
| Codex Capital Asset Management L.L.C. | 28,000 | $667.7 萬 | 3.02% | 00.0% | 不變 |
| Evoke Wealth, LLC | 27,838 | $667.3 萬 | 0.19% | +1,052+3.9% | 加碼 |
| Consolidated Investment Group LLC | 27,692 | $663.8 萬 | 0.93% | 00.0% | 不變 |
| SeaCrest Wealth Management, LLC | 27,692 | $663.8 萬 | 0.70% | −479−1.7% | 減碼 |
| First PREMIER Bank | 27,661 | $663.1 萬 | 1.69% | 00.0% | 不變 |
| LJI Wealth Management, LLC | 27,628 | $662.3 萬 | 1.30% | −697−2.5% | 減碼 |
| Brandywine Oak Private Wealth LLC | 27,581 | $661.1 萬 | 0.65% | +951+3.6% | 加碼 |
| Smithfield Trust Co | 27,547 | $661.0 萬 | 0.33% | +30.0% | 加碼 |
| Investors Asset Management of Georgia Inc | 27,477 | $658.7 萬 | 3.21% | −24−0.1% | 減碼 |
| Avestar Capital, LLC | 27,451 | $658.0 萬 | 0.60% | +2,030+8.0% | 加碼 |
| Hayek Kallen Investment Management | 27,449 | $658.0 萬 | 2.39% | −160−0.6% | 減碼 |
| United Bank | 27,405 | $656.9 萬 | 2.77% | +2,051+8.1% | 加碼 |
| MSA Advisors, LLC | 27,350 | $655.6 萬 | 1.64% | −6,050−18.1% | 減碼 |
| LVW Advisors, LLC | 27,316 | $654.8 萬 | 0.80% | −2,349−7.9% | 減碼 |
| Crystal Rock Capital Management | 27,298 | $654.4 萬 | 4.01% | −1,245−4.4% | 減碼 |
| Aspiriant, LLC | 27,255 | $653.3 萬 | 0.24% | +2,039+8.1% | 加碼 |
| Hamel Associates, Inc. | 27,247 | $653.1 萬 | 2.10% | −130−0.5% | 減碼 |
| BFSG, LLC | 27,222 | $652.5 萬 | 0.76% | −1,721−5.9% | 減碼 |
| Platform Technology Partners | 27,158 | $651.0 萬 | 1.97% | −958−3.4% | 減碼 |
| J. W. Coons Advisors, LLC | 27,052 | $648.5 萬 | 1.67% | −773−2.8% | 減碼 |
| Invera Wealth Advisors, LLC | 24,385 | $648.2 萬 | 6.42% | −1,535−5.9% | 減碼 |
| Richard Bernstein Advisors LLC | 26,995 | $647.1 萬 | 0.15% | 00.0% | 不變 |
| Triangle Securities Wealth Management | 26,978 | $646.7 萬 | 1.66% | −807−2.9% | 減碼 |