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 |
|---|---|---|---|---|---|
| Man Group plc | 295,709 | $7,088 萬 | 0.22% | −97,404−24.8% | 減碼 |
| Bokf, NA | 295,494 | $7,088 萬 | 1.20% | −2,066−0.7% | 減碼 |
| Dodge & Cox | 293,280 | $7,030 萬 | 0.04% | −10,295−3.4% | 減碼 |
| Sequoia Financial Advisors, LLC | 292,578 | $7,013 萬 | 0.68% | +9,292+3.3% | 加碼 |
| Vontobel Holding Ltd. | 290,394 | $6,961 萬 | 0.24% | +11,405+4.1% | 加碼 |
| Miller Howard Investments Inc | 289,669 | $6,944 萬 | 2.28% | −33,818−10.5% | 減碼 |
| Wealthfront Advisers LLC | 289,162 | $6,932 萬 | 0.20% | +16,746+6.1% | 加碼 |
| Guggenheim Capital LLC | 288,952 | $6,926 萬 | 0.57% | −46,784−13.9% | 減碼 |
| Argent Trust Co | 287,764 | $6,898 萬 | 2.81% | +769+0.3% | 加碼 |
| Seizert Capital Partners, LLC | 284,914 | $6,830 萬 | 3.08% | +12,919+4.7% | 加碼 |
| Jefferies Financial Group Inc. | 284,875 | $6,829 萬 | 0.76% | +247,287+657.9% | 加碼 |
| Alpha Cubed Investments, LLC | 284,661 | $6,824 萬 | 3.12% | +41,489+17.1% | 加碼 |
| Aristotle Atlantic Partners, LLC | 283,951 | $6,807 萬 | 2.14% | −12,024−4.1% | 減碼 |
| Stratos Wealth Partners, LTD. | 279,734 | $6,706 萬 | 0.95% | +30,178+12.1% | 加碼 |
| Tocqueville Asset Management L.P. | 279,039 | $6,689 萬 | 1.05% | −370.0% | 減碼 |
| PGGM Investments | 277,042 | $6,641 萬 | 0.88% | −13,125−4.5% | 減碼 |
| Toroso Investments, LLC | 276,892 | $6,637 萬 | 0.55% | +137,383+98.5% | 加碼 |
| Impax Asset Management Group plc | 276,035 | $6,617 萬 | 0.30% | −35,049−11.3% | 減碼 |
| Union Bancaire Privee, UBP SA | 284,495 | $6,609 萬 | 1.17% | +284,495 | 新進 |
| North Star Investment Management Corp. | 268,859 | $6,445 萬 | 4.49% | −2,783−1.0% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 267,825 | $6,420 萬 | 2.78% | −1,652−0.6% | 減碼 |
| Mizuho Securities USA LLC | 266,830 | $6,396 萬 | 1.16% | +82,336+44.6% | 加碼 |
| Roffman Miller Associates Inc | 266,309 | $6,384 萬 | 3.93% | −10,534−3.8% | 減碼 |
| United Services Automobile Association | 266,087 | $6,378 萬 | 2.08% | +8,353+3.2% | 加碼 |
| Nicholas Company, Inc. | 264,490 | $6,340 萬 | 1.03% | −17,860−6.3% | 減碼 |
| Bowen Hanes & Co Inc | 264,210 | $6,333 萬 | 1.70% | +3,553+1.4% | 加碼 |
| Ceredex Value Advisors LLC | 263,774 | $6,323 萬 | 1.28% | +23,518+9.8% | 加碼 |
| Atria Investments LLC | 263,442 | $6,315 萬 | 0.79% | −3,829−1.4% | 減碼 |
| Pacer Advisors, Inc. | 263,386 | $6,314 萬 | 0.14% | +33,051+14.3% | 加碼 |
| Silvercrest Asset Management Group LLC | 262,648 | $6,296 萬 | 0.42% | +75,356+40.2% | 加碼 |
| Deprince Race & Zollo Inc | 262,176 | $6,285 萬 | 1.25% | −820.0% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 260,662 | $6,256 萬 | 0.66% | −29,504−10.2% | 減碼 |
| BNP Paribas | 257,774 | $6,251 萬 | 2.54% | +31,211+13.8% | 加碼 |
| Elo Mutual Pension Insurance Co | 259,644 | $6,224 萬 | 1.32% | −13,277−4.9% | 減碼 |
| Capitolis Liquid Global Markets LLC | 259,500 | $6,220 萬 | 0.61% | 00.0% | 不變 |
| Aware Super Pty Ltd as trustee of Aware Super | 256,842 | $6,157 萬 | 0.98% | +256,842 | 新進 |
| Clearstead Advisors, LLC | 254,113 | $6,091 萬 | 0.93% | +3,708+1.5% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 253,704 | $6,081 萬 | 0.87% | +1,169+0.5% | 加碼 |
| Daymark Wealth Partners, LLC | 352,440 | $6,061 萬 | 2.56% | +440+0.1% | 加碼 |
| Markel Group Inc.大師馬克爾集團 | 252,550 | $6,054 萬 | 0.53% | 00.0% | 不變 |
| Sanibel Captiva Trust Company, Inc. | 252,390 | $6,050 萬 | 1.93% | +6,341+2.6% | 加碼 |
| Todd Asset Management LLC | 250,797 | $6,012 萬 | 1.44% | −98,426−28.2% | 減碼 |
| Andra AP-fonden | 250,100 | $5,995 萬 | 0.96% | −35,800−12.5% | 減碼 |
| Spears Abacus Advisors LLC | 249,845 | $5,989 萬 | 1.23% | −34,344−12.1% | 減碼 |
| iA Global Asset Management Inc. | 249,315 | $5,976 萬 | 1.05% | −2,078−0.8% | 減碼 |
| Kimelman & Baird, LLC | 248,941 | $5,967 萬 | 4.74% | −7,671−3.0% | 減碼 |
| Allianz SE | 248,899 | $5,961 萬 | 1.55% | +9,605+4.0% | 加碼 |
| Crestwood Advisors Group LLC | 247,066 | $5,922 萬 | 1.11% | +4,442+1.8% | 加碼 |
| Brandes Investment Partners, LP | 246,051 | $5,898 萬 | 0.66% | −47,980−16.3% | 減碼 |
| Parsons Capital Management Inc | 243,016 | $5,825 萬 | 3.16% | +100,363+70.4% | 加碼 |
| ZWJ Investment Counsel Inc | 242,954 | $5,824 萬 | 2.41% | −3,513−1.4% | 減碼 |
| Capital Fund Management S.A. | 242,010 | $5,801 萬 | 0.57% | +242,010 | 新進 |
| Oregon Public Employees Retirement Fund | 241,360 | $5,786 萬 | 1.06% | −2,114−0.9% | 減碼 |
| Busey Wealth Management | 240,170 | $5,757 萬 | 1.89% | +3,805+1.6% | 加碼 |
| McDonald Capital Investors Inc | 238,100 | $5,707 萬 | 3.59% | −3,405−1.4% | 減碼 |
| Argent Capital Management LLC | 237,948 | $5,704 萬 | 1.61% | −4,761−2.0% | 減碼 |
| First Horizon Advisors, Inc. | 236,808 | $5,677 萬 | 1.59% | −2,458−1.0% | 減碼 |
| Modera Wealth Management, LLC | 233,473 | $5,597 萬 | 0.68% | −2,303−1.0% | 減碼 |
| Moran Wealth Management, LLC | 232,845 | $5,582 萬 | 1.78% | −417−0.2% | 減碼 |
| Polar Capital Holdings Plc | 232,362 | $5,570 萬 | 0.31% | −17,581−7.0% | 減碼 |
| Foundry Partners, LLC | 232,117 | $5,564 萬 | 2.80% | −14,148−5.7% | 減碼 |
| Johnson Investment Counsel Inc | 231,772 | $5,556 萬 | 0.54% | −1,066−0.5% | 減碼 |
| Applied Finance Capital Management, LLC | 230,168 | $5,517 萬 | 2.40% | +31,712+16.0% | 加碼 |
| NorthCrest Asset Manangement, LLC | 230,095 | $5,516 萬 | 1.65% | −1,077−0.5% | 減碼 |
| First Manhattan Co | 230,031 | $5,514 萬 | 0.16% | −3,879−1.7% | 減碼 |
| Evelyn Partners Investment Management LLP | 229,458 | $5,500 萬 | 1.79% | +229,458 | 新進 |
| Destination Wealth Management | 229,392 | $5,499 萬 | 1.72% | −8,731−3.7% | 減碼 |
| Cooke & Bieler LP | 229,186 | $5,494 萬 | 0.53% | −197,323−46.3% | 減碼 |
| Salem Investment Counselors Inc | 228,599 | $5,480 萬 | 1.80% | −4,683−2.0% | 減碼 |
| Cambiar Investors LLC | 226,329 | $5,425 萬 | 2.15% | −9,782−4.1% | 減碼 |
| HighPoint Advisor Group LLC | 198,306 | $5,405 萬 | 2.94% | −463−0.2% | 減碼 |
| Intech Investment Management LLC | 224,962 | $5,393 萬 | 0.52% | +98,584+78.0% | 加碼 |
| Sabal Trust CO | 223,676 | $5,362 萬 | 3.10% | −14,637−6.1% | 減碼 |
| Gulf International Bank (UK) Ltd | 223,542 | $5,359 萬 | 1.35% | −2,457−1.1% | 減碼 |
| Capital Investment Advisors, LLC | 218,268 | $5,232 萬 | 1.07% | +407+0.2% | 加碼 |
| Boston Private Wealth LLC | 217,752 | $5,220 萬 | 0.98% | +217,752 | 新進 |
| Gamco Investors, Inc. Et Al | 217,355 | $5,210 萬 | 0.55% | −11,640−5.1% | 減碼 |
| Baker Avenue Asset Management, LP | 217,036 | $5,203 萬 | 1.59% | −3,914−1.8% | 減碼 |
| Prudential PLC | 217,018 | $5,202 萬 | 0.26% | −53,502−19.8% | 減碼 |
| Villere St Denis J & Co LLC | 216,662 | $5,194 萬 | 4.69% | −8,177−3.6% | 減碼 |
| Ingalls & Snyder LLC | 216,230 | $5,183 萬 | 2.04% | −3,369−1.5% | 減碼 |
| Nomura Holdings Inc | 216,116 | $5,181 萬 | 0.27% | +112,724+109.0% | 加碼 |
| Wharton Business Group, LLC | 215,835 | $5,174 萬 | 2.34% | −2,920−1.3% | 減碼 |
| Venture Visionary Partners LLC | 215,245 | $5,160 萬 | 2.19% | −2,874−1.3% | 減碼 |
| Country Trust Bank | 215,120 | $5,157 萬 | 1.29% | −24,949−10.4% | 減碼 |
| Main Street Research LLC | 214,725 | $5,147 萬 | 3.21% | +4,168+2.0% | 加碼 |
| Trust Co of Vermont | 214,320 | $5,137 萬 | 2.50% | +3,477+1.6% | 加碼 |
| Generali Asset Management SPA SGR | 213,544 | $5,119 萬 | 1.31% | +213,544 | 新進 |
| Heritage Investors Management Corp | 213,069 | $5,108 萬 | 1.65% | −1,331−0.6% | 減碼 |
| Howard Capital Management Group, LLC | 211,651 | $5,073 萬 | 3.47% | +315+0.1% | 加碼 |
| Chilton Capital Management LLC | 211,614 | $5,073 萬 | 2.14% | −1,282−0.6% | 減碼 |
| FreeGulliver LLC | 211,332 | $5,066 萬 | 26.44% | −937−0.4% | 減碼 |
| Adams Diversified Equity Fund, Inc. | 210,763 | $5,052 萬 | 1.91% | −52,200−19.9% | 減碼 |
| Mill Capital Management, LLC | 210,537 | $5,047 萬 | 3.99% | −2,143−1.0% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 210,309 | $5,041 萬 | 0.16% | −132,169−38.6% | 減碼 |
| Klingenstein Fields & Co LP | 207,251 | $4,968 萬 | 2.00% | −3,401−1.6% | 減碼 |
| Taurus Asset Management, LLC | 205,849 | $4,934 萬 | 4.80% | −2,425−1.2% | 減碼 |
| WestEnd Advisors, LLC | 202,867 | $4,863 萬 | 1.24% | +2,068+1.0% | 加碼 |
| Northeast Investment Management | 201,855 | $4,839 萬 | 2.15% | −1,801−0.9% | 減碼 |
| Jupiter Asset Management Ltd | 201,735 | $4,836 萬 | 0.47% | +102+0.1% | 加碼 |