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 |
|---|---|---|---|---|---|
| Harbor Advisors LLC | 24,148 | $578.9 萬 | 0.91% | 00.0% | 不變 |
| Brentview Investment Management LLC | 24,076 | $577.1 萬 | 3.28% | +24,076 | 新進 |
| Midland Wealth Advisors LLC | 24,070 | $577.0 萬 | 0.35% | −1,019−4.1% | 減碼 |
| Mechanics Financial Corp | 24,065 | $576.9 萬 | 2.59% | −58−0.2% | 減碼 |
| Mine & Arao Wealth Creation & Management, LLC. | 24,045 | $576.4 萬 | 2.64% | +166+0.7% | 加碼 |
| Patrick M Sweeney & Associates, Inc | 24,009 | $575.5 萬 | 4.31% | −51−0.2% | 減碼 |
| Bretton Capital Management, LLC | 24,000 | $575.3 萬 | 5.54% | 00.0% | 不變 |
| Calamos Wealth Management LLC | 23,999 | $575.3 萬 | 0.29% | +453+1.9% | 加碼 |
| Occidental Asset Management, LLC | 23,977 | $574.8 萬 | 0.90% | +787+3.4% | 加碼 |
| Blueprint Investment Partners LLC | 23,972 | $574.6 萬 | 0.91% | +4,900+25.7% | 加碼 |
| Lineweaver Wealth Advisors, LLC | 23,889 | $573.0 萬 | 1.06% | +340+1.4% | 加碼 |
| Laird Norton Trust Company, LLC | 23,890 | $572.7 萬 | 0.78% | 00.0% | 不變 |
| Mathes Company, Inc. | 23,828 | $571.2 萬 | 2.08% | −866−3.5% | 減碼 |
| Hunter Perkins Capital Management, LLC | 23,827 | $571.2 萬 | 1.20% | −642−2.6% | 減碼 |
| Hudson Capital Management LLC | 23,804 | $570.6 萬 | 1.77% | −2,070−8.0% | 減碼 |
| Roanoke Asset Management Corp | 23,805 | $570.6 萬 | 1.84% | −503−2.1% | 減碼 |
| Blue Edge Capital, LLC | 23,766 | $569.7 萬 | 0.90% | −385−1.6% | 減碼 |
| Dynasty Wealth Management, LLC | 23,602 | $565.8 萬 | 0.10% | −394−1.6% | 減碼 |
| CX Institutional | 23,537 | $564.2 萬 | 0.22% | +2,925+14.2% | 加碼 |
| Legacy CG, LLC | 23,510 | $563.6 萬 | 1.73% | +84+0.4% | 加碼 |
| Monetta Financial Services Inc | 23,500 | $563.3 萬 | 4.53% | 00.0% | 不變 |
| Trifecta Capital Advisors, LLC | 23,492 | $563.1 萬 | 1.11% | +154+0.7% | 加碼 |
| Bradyco, Inc. | 11,106 | $562.8 萬 | 3.48% | +11,106 | 新進 |
| Buckingham Capital Management, Inc. | 23,393 | $560.7 萬 | 0.64% | −1,182−4.8% | 減碼 |
| Bank of Stockton | 23,355 | $559.8 萬 | 1.70% | −936−3.9% | 減碼 |
| Vista Investment Management | 23,354 | $559.8 萬 | 2.12% | −2,226−8.7% | 減碼 |
| Octavia Wealth Advisors, LLC | 23,303 | $558.6 萬 | 0.68% | +2,835+13.9% | 加碼 |
| Seascape Capital Management | 23,185 | $555.8 萬 | 1.94% | −190−0.8% | 減碼 |
| Mountain Pacific Investment Advisers Inc | 23,172 | $555.5 萬 | 0.39% | −185−0.8% | 減碼 |
| Central Valley Advisors, LLC | 23,155 | $555.1 萬 | 2.52% | +53+0.2% | 加碼 |
| Capital Investment Advisory Services, LLC | 23,143 | $554.8 萬 | 0.53% | +493+2.2% | 加碼 |
| Blume Capital Management, Inc. | 23,137 | $554.6 萬 | 1.25% | −190−0.8% | 減碼 |
| MBB Public Markets I LLC | 23,131 | $554.5 萬 | 0.66% | −18,399−44.3% | 減碼 |
| O'Rourke & Company, Inc | 23,113 | $554.1 萬 | 2.71% | −37−0.2% | 減碼 |
| Key Financial Inc | 23,095 | $553.6 萬 | 1.26% | +61+0.3% | 加碼 |
| Triasima Portfolio Management inc. | 23,064 | $552.9 萬 | 1.07% | +776+3.5% | 加碼 |
| West Michigan Advisors, LLC | 23,024 | $551.9 萬 | 1.67% | −499−2.1% | 減碼 |
| Ameliora Wealth Management Ltd. | 23,021 | $551.8 萬 | 2.07% | +1,471+6.8% | 加碼 |
| True North Advisors, LLC | 23,003 | $551.4 萬 | 1.30% | +16,234+239.8% | 加碼 |
| Enhancing Capital LLC | 23,000 | $551.3 萬 | 4.40% | +23,000 | 新進 |
| Connecticut Wealth Management, LLC | 22,977 | $550.8 萬 | 0.27% | −968−4.0% | 減碼 |
| Pavion Blue Capital, LLC | 22,964 | $550.5 萬 | 2.58% | −69−0.3% | 減碼 |
| IMA Wealth, Inc. | 22,938 | $549.8 萬 | 0.66% | −591−2.5% | 減碼 |
| Studio Investment Management LLC | 22,924 | $549.5 萬 | 1.17% | −417−1.8% | 減碼 |
| Relyea Zuckerberg Hanson LLC | 22,921 | $549.5 萬 | 0.74% | +3,104+15.7% | 加碼 |
| Newman Dignan & Sheerar, Inc. | 22,918 | $549.4 萬 | 1.41% | −643−2.7% | 減碼 |
| Brookmont Capital Management | 22,910 | $549.2 萬 | 2.94% | −1,341−5.5% | 減碼 |
| Kentucky Trust Co | 22,905 | $549.1 萬 | 3.23% | +22,905 | 新進 |
| Symphony Financial, Ltd. Co. | 20,937 | $549.0 萬 | 0.86% | −154−0.7% | 減碼 |
| Hallmark Capital Management Inc | 22,902 | $549.0 萬 | 0.41% | −2,961−11.4% | 減碼 |
| Sustainable Insight Capital Management, LLC | 22,895 | $548.8 萬 | 2.40% | +6,147+36.7% | 加碼 |
| Strategic Investment Advisors | 22,879 | $548.4 萬 | 0.58% | −584−2.5% | 減碼 |
| WD Rutherford LLC | 22,794 | $546.4 萬 | 2.59% | −567−2.4% | 減碼 |
| NCM Capital Management, LLC | 22,790 | $546.3 萬 | 2.46% | +16+0.1% | 加碼 |
| Sheets Smith Wealth Management | 22,747 | $545.3 萬 | 0.67% | −104−0.5% | 減碼 |
| Portfolio Design Labs, LLC | 22,677 | $543.6 萬 | 1.12% | +4,481+24.6% | 加碼 |
| Certified Advisory Corp | 22,664 | $543.3 萬 | 0.59% | −348−1.5% | 減碼 |
| Curbstone Financial Management Corp | 22,600 | $541.7 萬 | 1.15% | +300+1.3% | 加碼 |
| Trustco Bank Corp N Y | 22,598 | $541.7 萬 | 5.84% | −82−0.4% | 減碼 |
| Wilkins Investment Counsel Inc | 22,595 | $541.6 萬 | 0.78% | −1,532−6.3% | 減碼 |
| Advisors Management Group Inc | 22,595 | $541.6 萬 | 1.28% | −383−1.7% | 減碼 |
| Perkins Coie Trust Co | 22,525 | $539.9 萬 | 1.19% | −127−0.6% | 減碼 |
| Grandfield & Dodd, LLC | 22,504 | $539.4 萬 | 0.33% | +47+0.2% | 加碼 |
| Pinkerton Retirement Specialists, LLC | 22,464 | $538.5 萬 | 0.78% | −155−0.7% | 減碼 |
| Nichols & Pratt Advisers LLP | 22,452 | $538.2 萬 | 0.36% | +59+0.3% | 加碼 |
| Adirondack Trust Co | 22,398 | $536.9 萬 | 2.05% | −316−1.4% | 減碼 |
| Liberty One Investment Management, LLC | 22,376 | $536.4 萬 | 0.58% | +709+3.3% | 加碼 |
| Novem Group | 22,368 | $536.2 萬 | 0.80% | +22,368 | 新進 |
| Intrepid Financial Planning Group LLC | 22,268 | $533.8 萬 | 2.26% | +98+0.4% | 加碼 |
| Norway Savings Bank | 22,260 | $533.6 萬 | 2.96% | +151+0.7% | 加碼 |
| Gables Capital Management Inc. | 22,249 | $533.3 萬 | 2.57% | −50−0.2% | 減碼 |
| Delta Financial Group, Inc. | 22,247 | $533.3 萬 | 1.25% | −473−2.1% | 減碼 |
| Cornerstone Wealth Management, LLC | 22,236 | $533.0 萬 | 0.36% | +864+4.0% | 加碼 |
| Signature Estate & Investment Advisors LLC | 22,221 | $532.7 萬 | 0.13% | +454+2.1% | 加碼 |
| Pacifica Partners Inc. | 22,190 | $532.6 萬 | 2.30% | −516−2.3% | 減碼 |
| Cohen Investment Advisors LLC | 22,198 | $532.1 萬 | 3.21% | +20.0% | 加碼 |
| Agp Franklin, LLC | 22,162 | $531.2 萬 | 3.23% | +22,162 | 新進 |
| BOK Financial Private Wealth, Inc. | 22,122 | $530.3 萬 | 0.39% | −1,481−6.3% | 減碼 |
| Hudock, Inc. | 22,029 | $528.1 萬 | 0.92% | −568−2.5% | 減碼 |
| Regatta Capital Group, LLC | 22,021 | $527.9 萬 | 1.02% | +607+2.8% | 加碼 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 22,000 | $527.4 萬 | 2.33% | +9,000+69.2% | 加碼 |
| Beaton Management Co. Inc. | 21,992 | $527.2 萬 | 2.71% | −25−0.1% | 減碼 |
| Horizon Investments, LLC | 22,093 | $526.9 萬 | 0.15% | +899+4.2% | 加碼 |
| Eagle Capital Management, LLC | 21,949 | $526.1 萬 | 2.12% | +13+0.1% | 加碼 |
| Richard P Slaughter Associates Inc | 21,918 | $525.4 萬 | 1.18% | −671−3.0% | 減碼 |
| Spirit of America Management Corp | 21,892 | $524.8 萬 | 1.06% | +100+0.5% | 加碼 |
| Royal Capital Wealth Management, LLC | 21,883 | $524.6 萬 | 3.68% | +1,065+5.1% | 加碼 |
| Altrius Capital Management Inc | 21,814 | $522.9 萬 | 1.41% | −582−2.6% | 減碼 |
| Family Management Corp | 21,773 | $521.9 萬 | 0.85% | +912+4.4% | 加碼 |
| Marathon Capital Management | 21,738 | $521.1 萬 | 1.30% | +109+0.5% | 加碼 |
| X-Square Capital, LLC | 21,692 | $519.9 萬 | 2.14% | +31+0.1% | 加碼 |
| Second Line Capital, LLC | 21,642 | $518.8 萬 | 1.40% | +46+0.2% | 加碼 |
| Alps Advisors Inc | 21,596 | $517.7 萬 | 0.03% | −683−3.1% | 減碼 |
| Pine Ridge Advisers LLC | 21,500 | $515.4 萬 | 0.46% | 00.0% | 不變 |
| Massachusetts Wealth Management | 21,494 | $515.2 萬 | 3.18% | −200−0.9% | 減碼 |
| Slagle Financial, LLC | 21,443 | $514.0 萬 | 2.31% | +1,252+6.2% | 加碼 |
| Coppell Advisory Solutions LLC | 21,477 | $514.0 萬 | 0.73% | −409−1.9% | 減碼 |
| Abacus Planning Group, Inc. | 21,363 | $512.1 萬 | 0.90% | +14+0.1% | 加碼 |
| West Oak Capital, LLC | 21,342 | $511.6 萬 | 1.81% | −45−0.2% | 減碼 |
| Norden Group LLC | 21,341 | $511.6 萬 | 0.58% | +623+3.0% | 加碼 |