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 |
|---|---|---|---|---|---|
| Mirabella Financial Services LLP | 26,892 | $644.9 萬 | 0.59% | +26,892 | 新進 |
| Roberts Wealth Advisors, LLC | 25,552 | $644.8 萬 | 1.96% | −12,324−32.5% | 減碼 |
| Jericho Financial, LLP | 26,877 | $644.3 萬 | 4.66% | +26,877 | 新進 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 26,843 | $643.5 萬 | 0.18% | +4,116+18.1% | 加碼 |
| Green Square Capital Advisors LLC | 26,832 | $643.2 萬 | 0.91% | −759−2.8% | 減碼 |
| Kestra Investment Management, LLC | 26,820 | $642.9 萬 | 0.25% | −4,638−14.7% | 減碼 |
| Old Port Advisors | 26,807 | $642.6 萬 | 1.85% | −435−1.6% | 減碼 |
| Monarch Capital Management Inc | 26,807 | $642.6 萬 | 1.76% | −1,585−5.6% | 減碼 |
| Alta Capital Management LLC | 26,790 | $642.2 萬 | 0.38% | −790−2.9% | 減碼 |
| SeaBridge Investment Advisors LLC | 26,780 | $641.9 萬 | 1.34% | +2,893+12.1% | 加碼 |
| Guardian Wealth Advisors, LLC | 26,743 | $641.1 萬 | 0.51% | +2,552+10.5% | 加碼 |
| Mill Creek Capital Advisors, LLC | 26,696 | $639.9 萬 | 0.15% | −425−1.6% | 減碼 |
| Modus Advisors, LLC | 26,662 | $639.1 萬 | 2.00% | +194+0.7% | 加碼 |
| Legacy Advisors, LLC | 26,635 | $638.5 萬 | 0.62% | +1,540+6.1% | 加碼 |
| Covenant Asset Management, LLC | 26,614 | $638.0 萬 | 1.42% | −2,571−8.8% | 減碼 |
| Koshinski Asset Management, Inc. | 26,574 | $637.0 萬 | 0.55% | +110.0% | 加碼 |
| Granite Bay Wealth Management, LLC | 26,518 | $635.7 萬 | 2.36% | +588+2.3% | 加碼 |
| Cherokee Insurance Co | 26,510 | $635.5 萬 | 2.88% | +26,510 | 新進 |
| Mattern Wealth Management LLC | 26,502 | $635.3 萬 | 1.40% | −1,953−6.9% | 減碼 |
| Pensionfund Sabic | 26,500 | $635.2 萬 | 1.68% | +16,000+152.4% | 加碼 |
| Ironwood Investment Counsel, LLC | 26,459 | $634.3 萬 | 1.09% | −133−0.5% | 減碼 |
| Athena Investment Management | 26,449 | $634.0 萬 | 3.67% | −363−1.4% | 減碼 |
| Clarius Group, LLC | 26,368 | $632.1 萬 | 0.43% | +215+0.8% | 加碼 |
| Trust Point Inc. | 26,345 | $631.5 萬 | 0.44% | +328+1.3% | 加碼 |
| Montchanin Asset Management, LLC | 26,317 | $630.8 萬 | 6.12% | −1,350−4.9% | 減碼 |
| Diversify Advisory Services, LLC | 26,279 | $630.4 萬 | 0.35% | −4,855−15.6% | 減碼 |
| Everett Harris & Co | 26,220 | $628.5 萬 | 0.08% | +6,971+36.2% | 加碼 |
| Headinvest, LLC | 26,217 | $628.5 萬 | 1.19% | −247−0.9% | 減碼 |
| RB Capital Management, LLC | 26,212 | $628.3 萬 | 1.47% | +543+2.1% | 加碼 |
| Founders Financial Alliance, LLC | 26,200 | $628.0 萬 | 1.73% | +4,096+18.5% | 加碼 |
| Uncommon Cents Investing LLC | 26,155 | $627.0 萬 | 1.87% | −675−2.5% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 26,134 | $626.5 萬 | 0.01% | +1,923+7.9% | 加碼 |
| Parisi Gray Wealth Management | 26,048 | $624.4 萬 | 1.98% | −267−1.0% | 減碼 |
| McKinley Carter Wealth Services, Inc. | 26,037 | $624.1 萬 | 0.38% | −411−1.6% | 減碼 |
| WCM Investment Management, LLC | 26,074 | $624.0 萬 | 0.01% | +15,816+154.2% | 加碼 |
| Scott & Selber, Inc. | 26,018 | $623.7 萬 | 1.88% | −655−2.5% | 減碼 |
| Am Investment Strategies LLC | 26,021 | $623.7 萬 | 1.52% | −167−0.6% | 減碼 |
| Silvant Capital Management LLC | 25,972 | $622.6 萬 | 0.26% | −2,207−7.8% | 減碼 |
| Midwest Professional Planners, LTD. | 25,953 | $622.1 萬 | 1.86% | +170+0.7% | 加碼 |
| Virginia Wealth Management Group, Inc. | 25,882 | $620.4 萬 | 3.84% | −169−0.6% | 減碼 |
| Moloney Securities Asset Management, LLC | 25,863 | $620.0 萬 | 0.83% | +118+0.5% | 加碼 |
| M Holdings Securities, Inc. | 25,828 | $619.1 萬 | 1.00% | −1,033−3.8% | 減碼 |
| Connable Office Inc | 25,825 | $619.1 萬 | 0.64% | −477−1.8% | 減碼 |
| Concord Asset Management, LLC | 25,808 | $618.7 萬 | 1.36% | −1,271−4.7% | 減碼 |
| QV Investors Inc. | 25,765 | $617.6 萬 | 0.64% | −3,835−13.0% | 減碼 |
| Liberty Capital Management, Inc. | 25,764 | $617.6 萬 | 1.37% | +69+0.3% | 加碼 |
| Northern Oak Wealth Management Inc | 25,760 | $617.5 萬 | 0.78% | −1,612−5.9% | 減碼 |
| Simon Quick Advisors, LLC | 25,727 | $616.7 萬 | 0.37% | +2,409+10.3% | 加碼 |
| Citizens & Northern Corp | 25,722 | $616.6 萬 | 1.69% | +913+3.7% | 加碼 |
| Umpqua Bank | 24,890 | $616.0 萬 | 2.13% | +1,051+4.4% | 加碼 |
| Ables, Iannone, Moore & Associates, Inc. | 25,675 | $615.5 萬 | 3.80% | −103−0.4% | 減碼 |
| Papp L Roy & Associates | 25,642 | $614.7 萬 | 0.72% | −100.0% | 減碼 |
| Argentarii, LLC | 25,635 | $614.5 萬 | 3.09% | +25,635 | 新進 |
| Everhart Financial Group, Inc. | 25,553 | $612.5 萬 | 1.26% | +759+3.1% | 加碼 |
| Sycomore Asset Management | 29,164 | $611.8 萬 | 0.88% | +12,493+74.9% | 加碼 |
| Monetary Management Group Inc | 25,499 | $611.2 萬 | 1.59% | −280−1.1% | 減碼 |
| Signet Investment Advisory Group, Inc. | 25,481 | $610.8 萬 | 3.12% | +86+0.3% | 加碼 |
| WealthPLAN Partners, LLC | 25,477 | $610.7 萬 | 0.87% | −1,844−6.7% | 減碼 |
| First National Bank of Mount Dora, Trust Investment Services | 25,382 | $608.4 萬 | 1.42% | −299−1.2% | 減碼 |
| Investment Research & Advisory Group, Inc. | 25,344 | $607.5 萬 | 2.54% | −97−0.4% | 減碼 |
| Gilliland Jeter Wealth Management LLC | 25,324 | $607.1 萬 | 2.05% | +63+0.2% | 加碼 |
| Agate Pass Investment Management, LLC | 25,284 | $606.1 萬 | 2.74% | +6,034+31.3% | 加碼 |
| L2 Asset Management, LLC | 25,264 | $605.6 萬 | 1.32% | +4,767+23.3% | 加碼 |
| Lincluden Management Ltd | 25,199 | $604.0 萬 | 0.73% | −212−0.8% | 減碼 |
| CoreCap Advisors, LLC | 25,131 | $602.4 萬 | 0.27% | −5,388−17.7% | 減碼 |
| Malaga Cove Capital, LLC | 25,108 | $601.9 萬 | 2.36% | −505−2.0% | 減碼 |
| Howard Capital Management Inc. | 25,077 | $601.1 萬 | 0.09% | +1,270+5.3% | 加碼 |
| Kensington Investment Counsel, LLC | 25,020 | $599.8 萬 | 2.50% | +2,594+11.6% | 加碼 |
| Eos Management, L.P. | 25,000 | $599.3 萬 | 2.52% | 00.0% | 不變 |
| EPG Wealth Management LLC | 24,984 | $598.9 萬 | 1.58% | −1,778−6.6% | 減碼 |
| Arlington Financial Advisors, LLC | 24,968 | $598.5 萬 | 1.19% | −191−0.8% | 減碼 |
| Butensky & Cohen Financial Security, Inc | 24,954 | $598.2 萬 | 1.88% | −1,279−4.9% | 減碼 |
| Trinity Legacy Partners, LLC | 24,933 | $597.7 萬 | 1.54% | +458+1.9% | 加碼 |
| Atlas Brown,Inc. | 24,930 | $597.6 萬 | 2.04% | +56+0.2% | 加碼 |
| Dudley Capital Management, LLC | 24,930 | $597.6 萬 | 3.06% | +69+0.3% | 加碼 |
| Mount Vernon Associates Inc | 24,912 | $597.2 萬 | 4.65% | −155−0.6% | 減碼 |
| Morton Community Bank | 24,900 | $596.9 萬 | 1.58% | −485−1.9% | 減碼 |
| Bowman & Co S.C. | 24,878 | $596.5 萬 | 3.08% | −536−2.1% | 減碼 |
| BNC Wealth Management, LLC | 24,863 | $596.0 萬 | 1.96% | +1,181+5.0% | 加碼 |
| Sterling Investment Advisors, Ltd. | 24,793 | $594.3 萬 | 1.44% | +851+3.6% | 加碼 |
| Change Path, LLC | 24,780 | $594.0 萬 | 0.18% | +1,883+8.2% | 加碼 |
| Rowland & Co Investment Counsel | 24,750 | $593.3 萬 | 1.24% | −163−0.7% | 減碼 |
| S&CO Inc | 24,730 | $592.8 萬 | 0.40% | −100.0% | 減碼 |
| Lee Danner & Bass Inc | 24,637 | $590.6 萬 | 0.47% | +550+2.3% | 加碼 |
| Signal Advisors Wealth, LLC | 24,621 | $590.2 萬 | 0.67% | +2,515+11.4% | 加碼 |
| Andrew Hill Investment Advisors, Inc. | 24,593 | $589.5 萬 | 4.38% | −2,480−9.2% | 減碼 |
| Premier Path Wealth Partners, LLC | 24,569 | $588.9 萬 | 0.90% | +186+0.8% | 加碼 |
| Nwam LLC | 24,468 | $586.5 萬 | 0.36% | +311+1.3% | 加碼 |
| Winch Advisory Services, LLC | 24,421 | $585.4 萬 | 1.52% | +120+0.5% | 加碼 |
| Rosenblum Silverman Sutton S F Inc | 24,420 | $585.4 萬 | 1.47% | 00.0% | 不變 |
| Apexium Financial, LP | 24,354 | $583.8 萬 | 0.35% | +5,037+26.1% | 加碼 |
| Greenfield Savings Bank | 24,344 | $583.5 萬 | 2.80% | −475−1.9% | 減碼 |
| Nicolet Bankshares Inc | 24,342 | $583.5 萬 | 1.38% | +588+2.5% | 加碼 |
| Gradient Capital Advisors, LLC | 24,313 | $582.8 萬 | 1.88% | −836−3.3% | 減碼 |
| Leelyn Smith, LLC | 24,279 | $582.0 萬 | 1.04% | −666−2.7% | 減碼 |
| Saranac Partners Ltd | 22,619 | $581.9 萬 | 3.21% | +22,619 | 新進 |
| Icon Advisers Inc | 24,237 | $581.0 萬 | 1.31% | −1,150−4.5% | 減碼 |
| Shoker Investment Counsel, Inc. | 24,228 | $580.8 萬 | 1.96% | +164+0.7% | 加碼 |
| Diversify Wealth Management, LLC | 24,199 | $580.5 萬 | 0.45% | +8,036+49.7% | 加碼 |
| RKL Wealth Management LLC | 24,183 | $579.7 萬 | 0.52% | +4,671+23.9% | 加碼 |