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 5,157 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 +540 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
- 623
- 另有 1,715 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 | 5,157 | $6,437 億 |
| 2026 年第 1 季 | 5,103 | $5,721 億 |
| 2025 年第 4 季 | 5,155 | $6,395 億 |
| 2025 年第 3 季 | 4,766 | $6,180 億 |
| 2025 年第 2 季 | 4,753 | $5,824 億 |
| 2025 年第 1 季 | 4,680 | $4,946 億 |
| 2024 年第 4 季 | 4,680 | $4,900 億 |
| 2024 年第 3 季 | 4,216 | $4,294 億 |
| 2024 年第 2 季 | 4,182 | $4,162 億 |
| 2024 年第 1 季 | 4,121 | $4,145 億 |
| 2023 年第 4 季 | 4,002 | $3,518 億 |
| 2023 年第 3 季 | 3,711 | $2,970 億 |
| 2023 年第 2 季 | 3,673 | $2,976 億 |
| 2023 年第 1 季 | 3,613 | $2,663 億 |
| 2022 年第 4 季 | 3,629 | $2,783 億 |
| 2022 年第 3 季 | 3,396 | $2,129 億 |
| 2022 年第 2 季 | 3,428 | $2,293 億 |
| 2022 年第 1 季 | 3,520 | $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 |
|---|---|---|---|---|---|
| Teachers Retirement System of the State of Kentucky | 457,303 | $1.10 億 | 0.96% | −119,366−20.7% | 減碼 |
| Daiwa Securities Group Inc. | 456,455 | $1.09 億 | 0.49% | +19,725+4.5% | 加碼 |
| Wilkinson Global Asset Management LLC | 455,408 | $1.09 億 | 6.71% | −33,972−6.9% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 455,314 | $1.09 億 | 1.10% | −20,900−4.4% | 減碼 |
| Eastern Bank | 454,745 | $1.09 億 | 2.03% | −1,019−0.2% | 減碼 |
| USS Investment Management Ltd | 452,108 | $1.08 億 | 0.79% | −1,514−0.3% | 減碼 |
| Pinnacle Associates Ltd | 446,577 | $1.07 億 | 1.45% | −31,792−6.6% | 減碼 |
| Pathstone Holdings, LLC | 445,041 | $1.07 億 | 0.47% | −7,060−1.6% | 減碼 |
| Berkshire Asset Management LLC | 402,201 | $1.07 億 | 5.04% | −17,667−4.2% | 減碼 |
| Mawer Investment Management Ltd. | 442,877 | $1.06 億 | 0.48% | −19,087−4.1% | 減碼 |
| Advisors Capital Management, LLC | 442,024 | $1.06 億 | 1.67% | +383+0.1% | 加碼 |
| Adviser Investments LLC | 437,097 | $1.05 億 | 1.29% | +3,501+0.8% | 加碼 |
| Barr E S & Co | 430,130 | $1.03 億 | 6.10% | +91,034+26.8% | 加碼 |
| Beck Mack & Oliver LLC | 429,563 | $1.03 億 | 1.91% | +829+0.2% | 加碼 |
| Swiss Life Asset Management Ltd | 427,310 | $1.02 億 | 0.76% | +98,002+29.8% | 加碼 |
| Varma Mutual Pension Insurance Co | 420,711 | $1.01 億 | 0.77% | −124,400−22.8% | 減碼 |
| Glenview Trust Co | 417,182 | $1.00 億 | 1.87% | −1,138−0.3% | 減碼 |
| Xponance, Inc. | 417,159 | $1.00 億 | 0.91% | +3,608+0.9% | 加碼 |
| Cresset Asset Management, LLC | 409,030 | $9,805 萬 | 0.47% | −177,311−30.2% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 408,786 | $9,799 萬 | 0.95% | +408,786 | 新進 |
| MAI Capital Management | 406,767 | $9,751 萬 | 0.73% | +68,288+20.2% | 加碼 |
| D.A. Davidson & Co. | 406,458 | $9,743 萬 | 0.79% | −3,955−1.0% | 減碼 |
| NewEdge Wealth, LLC | 406,308 | $9,740 萬 | 1.69% | +31,655+8.4% | 加碼 |
| Waverton Investment Management Ltd | 404,795 | $9,714 萬 | 1.55% | −4,024−1.0% | 減碼 |
| Guidance Point Advisors, LLC | 400,953 | $9,611 萬 | 27.02% | −745−0.2% | 減碼 |
| Hardy Reed LLC | 400,823 | $9,608 萬 | 8.47% | −1060.0% | 減碼 |
| Federated Hermes, Inc. | 400,227 | $9,594 萬 | 0.21% | −8,738−2.1% | 減碼 |
| Cullen/Frost Bankers, Inc. | 392,775 | $9,415 萬 | 1.29% | +2,136+0.5% | 加碼 |
| Beacon Pointe Advisors, LLC | 390,506 | $9,361 萬 | 1.04% | +306+0.1% | 加碼 |
| Yousif Capital Management, LLC | 389,581 | $9,339 萬 | 1.03% | −19,916−4.9% | 減碼 |
| M&G Plc | 388,902 | $9,334 萬 | 0.58% | −9,200−2.3% | 減碼 |
| TCTC Holdings, LLC | 389,032 | $9,325 萬 | 3.35% | +502+0.1% | 加碼 |
| CWM, LLC | 386,275 | $9,259 萬 | 0.38% | +21,865+6.0% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 384,975 | $9,228 萬 | 0.23% | −118,483−23.5% | 減碼 |
| Becker Capital Management Inc | 384,929 | $9,227 萬 | 3.01% | −3,151−0.8% | 減碼 |
| Associated Banc-Corp | 384,909 | $9,227 萬 | 2.78% | −10,977−2.8% | 減碼 |
| RMB Capital Management, LLC | 384,693 | $9,221 萬 | 2.12% | −23,799−5.8% | 減碼 |
| AE Wealth Management LLC | 380,822 | $9,129 萬 | 0.77% | +29,624+8.4% | 加碼 |
| Gabelli Funds LLC | 380,785 | $9,128 萬 | 0.69% | −19,865−5.0% | 減碼 |
| Mediolanum International Funds Ltd | 380,869 | $9,093 萬 | 1.18% | +150,582+65.4% | 加碼 |
| Park National Corp | 379,172 | $9,089 萬 | 3.33% | −10,467−2.7% | 減碼 |
| Global Frontier Investments LLC | 379,000 | $9,085 萬 | 23.37% | +379,000 | 新進 |
| Stock Yards Bank & Trust Co | 378,841 | $9,081 萬 | 3.12% | −48,464−11.3% | 減碼 |
| Stephens Inc | 378,560 | $9,074 萬 | 1.27% | +11,130+3.0% | 加碼 |
| New York Life Investment Management LLC | 377,866 | $9,058 萬 | 0.88% | −1,415−0.4% | 減碼 |
| United Capital Financial Advisers, LLC | 377,712 | $9,054 萬 | 0.77% | −4,408−1.2% | 減碼 |
| Border to Coast Pensions Partnership Ltd | 373,864 | $8,956 萬 | 1.75% | −33,652−8.3% | 減碼 |
| Acadian Asset Management LLC | 371,787 | $8,911 萬 | 0.26% | −138,115−27.1% | 減碼 |
| Allworth Financial LP | 338,900 | $8,908 萬 | 0.49% | +67,563+24.9% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 367,825 | $8,817 萬 | 0.40% | +133,139+56.7% | 加碼 |
| Bryn Mawr Trust Co | 365,770 | $8,768 萬 | 1.58% | +2,618+0.7% | 加碼 |
| Oppenheimer & Co Inc | 365,036 | $8,750 萬 | 1.31% | +5,485+1.5% | 加碼 |
| Investment Management Corp of Ontario | 361,771 | $8,672 萬 | 2.86% | −38,454−9.6% | 減碼 |
| Mutual of America Capital Management LLC | 361,007 | $8,654 萬 | 0.93% | −14,851−4.0% | 減碼 |
| Vaughan David Investments LLC | 360,868 | $8,650 萬 | 2.05% | −5,262−1.4% | 減碼 |
| E. Ohman J:or Asset Management AB | 360,682 | $8,646 萬 | 2.02% | −45,451−11.2% | 減碼 |
| Groupe la Francaise | 367,452 | $8,621 萬 | 2.22% | +367,452 | 新進 |
| Waters Parkerson & Co., LLC | 358,915 | $8,604 萬 | 4.53% | −1,935−0.5% | 減碼 |
| RNC Capital Management LLC | 358,752 | $8,600 萬 | 4.59% | −4,917−1.4% | 減碼 |
| Quintet Private Bank (Europe) S.A. | 358,523 | $8,594 萬 | 4.73% | +36,013+11.2% | 加碼 |
| Ofi Invest Asset Management | 370,146 | $8,569 萬 | 2.02% | +370,146 | 新進 |
| Smith Chas P & Associates Pa Cpas | 357,161 | $8,562 萬 | 4.92% | −9,143−2.5% | 減碼 |
| Principle Wealth Partners LLC | 352,176 | $8,442 萬 | 5.92% | −544−0.2% | 減碼 |
| Carnegie Capital Asset Management, LLC | 351,095 | $8,416 萬 | 2.42% | −586−0.2% | 減碼 |
| Lazard Asset Management LLC | 350,851 | $8,410 萬 | 0.12% | +134,887+62.5% | 加碼 |
| JustInvest LLC | 347,459 | $8,329 萬 | 1.26% | +18,957+5.8% | 加碼 |
| Nearwater Capital Markets, Ltd | 346,000 | $8,294 萬 | 2.37% | +346,000 | 新進 |
| Lockheed Martin Investment Management Co | 343,530 | $8,235 萬 | 3.28% | +57,130+19.9% | 加碼 |
| Davis R M Inc | 342,365 | $8,207 萬 | 1.60% | +1,292+0.4% | 加碼 |
| Donaldson Capital Management, LLC | 342,024 | $8,199 萬 | 3.13% | +2,543+0.7% | 加碼 |
| Banco Santander, S.A. | 341,985 | $8,198 萬 | 0.99% | +7,011+2.1% | 加碼 |
| Flputnam Investment Management Co | 339,022 | $8,127 萬 | 1.49% | +1,828+0.5% | 加碼 |
| Lido Advisors, LLC | 337,188 | $8,083 萬 | 0.51% | +64,083+23.5% | 加碼 |
| Henshaw Capital LLC | 337,139 | $8,082 萬 | 3.37% | 00.0% | 不變 |
| Quantinno Capital Management LP | 333,243 | $7,988 萬 | 0.79% | +72,956+28.0% | 加碼 |
| Manning & Napier Advisors LLC | 333,130 | $7,985 萬 | 0.91% | −41,508−11.1% | 減碼 |
| Discovery Capital Management, LLC | 331,900 | $7,956 萬 | 5.42% | +331,900 | 新進 |
| Envestnet Portfolio Solutions, Inc. | 331,875 | $7,955 萬 | 0.26% | −23,903−6.7% | 減碼 |
| HM Payson & Co | 331,346 | $7,943 萬 | 1.35% | +1,591+0.5% | 加碼 |
| Capital International Sarl | 330,675 | $7,927 萬 | 1.83% | +19,709+6.3% | 加碼 |
| Fiduciary Trust Co | 329,292 | $7,893 萬 | 1.04% | +8,362+2.6% | 加碼 |
| Citizens Financial Group Inc | 325,464 | $7,802 萬 | 1.52% | +7,963+2.5% | 加碼 |
| State of Alaska, Department of Revenue | 321,022 | $7,695 萬 | 0.86% | −13,655−4.1% | 減碼 |
| Avantax Advisory Services, Inc. | 320,959 | $7,694 萬 | 0.48% | +7,229+2.3% | 加碼 |
| Mesirow Financial Investment Management, Inc. | 319,048 | $7,648 萬 | 1.52% | −3,451−1.1% | 減碼 |
| Massmutual Trust Co FSB | 313,868 | $7,524 萬 | 2.11% | +941+0.3% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 310,272 | $7,438 萬 | 0.16% | +6,064+2.0% | 加碼 |
| JTC Employer Solutions Trusteee Ltd | 309,236 | $7,403 萬 | 5.25% | −2,395−0.8% | 減碼 |
| Ancora Advisors, LLC | 308,196 | $7,388 萬 | 1.65% | +4,125+1.4% | 加碼 |
| Whittier Trust Co of Nevada Inc | 306,563 | $7,349 萬 | 1.80% | +11,502+3.9% | 加碼 |
| Wesbanco Bank Inc | 305,827 | $7,331 萬 | 2.50% | −3,593−1.2% | 減碼 |
| Achmea Investment Management B.V. | 305,687 | $7,328 萬 | 1.21% | +24,207+8.6% | 加碼 |
| Kestra Private Wealth Services, LLC | 304,470 | $7,298 萬 | 1.24% | +6,741+2.3% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 303,656 | $7,279 萬 | 1.22% | +303,656 | 新進 |
| Badgley Phelps Wealth Managers, LLC | 302,573 | $7,253 萬 | 1.69% | +3,761+1.3% | 加碼 |
| Ieq Capital, LLC | 301,997 | $7,239 萬 | 0.70% | +21,662+7.7% | 加碼 |
| Synovus Financial Corp | 301,637 | $7,232 萬 | 0.92% | −2,944−1.0% | 減碼 |
| Aptus Capital Advisors, LLC | 301,558 | $7,229 萬 | 0.86% | +64,798+27.4% | 加碼 |
| Welch Group, LLC | 301,071 | $7,205 萬 | 3.24% | −4,866−1.6% | 減碼 |
| Meyer Handelman Co | 298,501 | $7,155 萬 | 2.48% | −688−0.2% | 減碼 |