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 |
|---|---|---|---|---|---|
| Martingale Asset Management L P | 200,522 | $4,807 萬 | 1.17% | −37,466−15.7% | 減碼 |
| Pensionmark Financial Group, LLC | 200,437 | $4,805 萬 | 1.32% | +9,685+5.1% | 加碼 |
| Howe & Rusling Inc | 200,107 | $4,797 萬 | 4.13% | −2,754−1.4% | 減碼 |
| MUFG Securities EMEA plc | 200,000 | $4,794 萬 | 0.90% | +10.0% | 加碼 |
| Clear Street LLC | 200,000 | $4,794 萬 | 0.95% | 00.0% | 不變 |
| Oakworth Capital, Inc. | 199,962 | $4,793 萬 | 3.30% | +1,409+0.7% | 加碼 |
| Maple Capital Management, Inc. | 199,590 | $4,784 萬 | 3.52% | +444+0.2% | 加碼 |
| GW&K Investment Management, LLC | 199,472 | $4,782 萬 | 0.41% | −1,902−0.9% | 減碼 |
| Nexus Investment Management ULC | 198,907 | $4,768 萬 | 4.77% | −14,380−6.7% | 減碼 |
| Meitav Dash Investments Ltd | 199,036 | $4,768 萬 | 0.80% | +1,485+0.8% | 加碼 |
| Brinker Capital Investments, LLC | 197,706 | $4,739 萬 | 0.47% | +640.0% | 加碼 |
| Orion Portfolio Solutions, LLC | 197,706 | $4,739 萬 | 0.47% | +640.0% | 加碼 |
| Clifford Swan Investment Counsel LLC | 197,663 | $4,738 萬 | 1.70% | −5,781−2.8% | 減碼 |
| Americana Partners, LLC | 197,031 | $4,723 萬 | 1.93% | +166,436+544.0% | 加碼 |
| Polaris Capital Management, LLC | 195,851 | $4,695 萬 | 2.26% | −19,500−9.1% | 減碼 |
| Braun Stacey Associates Inc | 195,561 | $4,688 萬 | 1.75% | −4,507−2.3% | 減碼 |
| Kentucky Retirement Systems | 195,517 | $4,687 萬 | 1.38% | −2,693−1.4% | 減碼 |
| Moody Lynn & Lieberson, LLC | 195,271 | $4,681 萬 | 2.87% | +1,399+0.7% | 加碼 |
| Fort Washington Investment Advisors Inc | 194,855 | $4,671 萬 | 0.28% | +12,266+6.7% | 加碼 |
| Crossmark Global Holdings, Inc. | 194,519 | $4,663 萬 | 0.85% | −19,141−9.0% | 減碼 |
| Hancock Whitney Corp | 194,452 | $4,661 萬 | 1.48% | −24,230−11.1% | 減碼 |
| Meridian Wealth Management, LLC | 193,906 | $4,648 萬 | 2.20% | −3,654−1.8% | 減碼 |
| Congress Wealth Management LLC | 193,218 | $4,632 萬 | 0.64% | −800−0.4% | 減碼 |
| First National Trust Co | 193,111 | $4,629 萬 | 1.74% | −1,252−0.6% | 減碼 |
| St Germain D J Co Inc | 192,444 | $4,613 萬 | 2.10% | +1,282+0.7% | 加碼 |
| Pictet & Cie (Europe) SA | 192,182 | $4,607 萬 | 1.01% | +1,229+0.6% | 加碼 |
| Illinois Municipal Retirement Fund | 191,675 | $4,595 萬 | 0.65% | −20,861−9.8% | 減碼 |
| Dakota Wealth Management | 191,307 | $4,586 萬 | 1.06% | +1,533+0.8% | 加碼 |
| Washington Trust Co | 189,676 | $4,547 萬 | 1.63% | −5,152−2.6% | 減碼 |
| Erste Asset Management GmbH | 188,953 | $4,540 萬 | 0.56% | −6,200−3.2% | 減碼 |
| Smith, Salley & Associates | 188,317 | $4,514 萬 | 2.90% | +1,417+0.8% | 加碼 |
| Triglav Skladi, D.O.O. | 188,172 | $4,511 萬 | 3.55% | +188,172 | 新進 |
| Thomasville National Bank | 187,740 | $4,500 萬 | 3.24% | −886−0.5% | 減碼 |
| Estabrook Capital Management | 186,755 | $4,477 萬 | 6.90% | −2,568−1.4% | 減碼 |
| Segall Bryant & Hamill, LLC | 183,967 | $4,410 萬 | 0.61% | −655−0.4% | 減碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 184,042 | $4,404 萬 | 1.39% | −21,151−10.3% | 減碼 |
| TownSquare Capital, LLC | 183,175 | $4,391 萬 | 0.50% | +15,943+9.5% | 加碼 |
| LMCG Investments, LLC | 182,481 | $4,374 萬 | 2.68% | −5,212−2.8% | 減碼 |
| Capital International Ltd | 181,598 | $4,353 萬 | 1.78% | −2,916−1.6% | 減碼 |
| Perfromance Wealth Partners, LLC | 181,580 | $4,353 萬 | 1.40% | +15,979+9.6% | 加碼 |
| Independent Advisor Alliance | 181,446 | $4,349 萬 | 0.58% | +11,127+6.5% | 加碼 |
| Cornerstone Investment Partners, LLC | 180,669 | $4,331 萬 | 2.15% | −664−0.4% | 減碼 |
| Kempen Capital Management N.V. | 180,485 | $4,326 萬 | 0.43% | −21,500−10.6% | 減碼 |
| Central Securities Corp | 180,000 | $4,315 萬 | 4.12% | 00.0% | 不變 |
| Levin Capital Strategies, L.P. | 179,792 | $4,310 萬 | 4.12% | −880.0% | 減碼 |
| KCM Investment Advisors LLC | 178,279 | $4,274 萬 | 1.47% | +2,246+1.3% | 加碼 |
| American Assets Investment Management, LLC | 177,600 | $4,257 萬 | 3.47% | 00.0% | 不變 |
| Equitable Holdings, Inc. | 177,118 | $4,246 萬 | 0.40% | −749−0.4% | 減碼 |
| Eagle Global Advisors LLC | 175,287 | $4,202 萬 | 1.72% | +15,325+9.6% | 加碼 |
| RSM US Wealth Management LLC | 175,435 | $4,201 萬 | 0.60% | +9,409+5.7% | 加碼 |
| NS Partners Ltd | 174,270 | $4,177 萬 | 1.73% | −2,391−1.4% | 減碼 |
| Hartford Investment Management Co | 173,966 | $4,170 萬 | 1.37% | −5,107−2.9% | 減碼 |
| Highland Capital Management, LLC | 173,900 | $4,169 萬 | 2.38% | −7,011−3.9% | 減碼 |
| Sculptor Capital LP | 173,300 | $4,154 萬 | 0.66% | −70,000−28.8% | 減碼 |
| Gradient Investments LLC | 173,293 | $4,154 萬 | 0.84% | −699−0.4% | 減碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 173,150 | $4,151 萬 | 2.38% | +1,686+1.0% | 加碼 |
| Private Wealth Partners, LLC | 172,909 | $4,145 萬 | 3.18% | −2,483−1.4% | 減碼 |
| Prospera Financial Services Inc | 172,581 | $4,138 萬 | 0.96% | +19,186+12.5% | 加碼 |
| Conning Inc. | 172,110 | $4,126 萬 | 1.45% | −18,981−9.9% | 減碼 |
| Farmers & Merchants Investments Inc | 172,005 | $4,123 萬 | 1.29% | +5,444+3.3% | 加碼 |
| Fishman Jay A Ltd | 171,365 | $4,108 萬 | 3.85% | −567−0.3% | 減碼 |
| HB Wealth Management, LLC | 171,239 | $4,105 萬 | 0.42% | +8,324+5.1% | 加碼 |
| Blue Chip Partners, Inc. | 171,000 | $4,099 萬 | 3.52% | −3,980−2.3% | 減碼 |
| Cornerstone Advisors, LLC | 170,700 | $4,092 萬 | 1.63% | 00.0% | 不變 |
| Community Trust & Investment Co | 170,663 | $4,091 萬 | 2.53% | −1,191−0.7% | 減碼 |
| Chesley Taft & Associates LLC | 170,545 | $4,088 萬 | 1.90% | −2,787−1.6% | 減碼 |
| Randolph Co Inc | 170,423 | $4,085 萬 | 4.57% | 00.0% | 不變 |
| Central Trust Co | 170,263 | $4,081 萬 | 1.00% | −640−0.4% | 減碼 |
| Hosking Partners LLP | 169,507 | $4,063 萬 | 1.59% | −49,225−22.5% | 減碼 |
| Tower Research Capital LLC (TRC) | 169,238 | $4,057 萬 | 0.81% | +49,897+41.8% | 加碼 |
| Atria Wealth Solutions, Inc. | 169,167 | $4,055 萬 | 0.44% | −5,508−3.2% | 減碼 |
| Woodline Partners LP | 169,073 | $4,053 萬 | 0.27% | +169,073 | 新進 |
| Sandy Spring Bank | 168,261 | $4,033 萬 | 1.63% | +3,505+2.1% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 167,960 | $4,026 萬 | 2.13% | −900−0.5% | 減碼 |
| Prime Capital Investment Advisors, LLC | 166,811 | $3,999 萬 | 0.58% | +16,892+11.3% | 加碼 |
| Advisory Services Network, LLC | 163,642 | $3,923 萬 | 0.73% | +12,165+8.0% | 加碼 |
| Fisher Funds Management LTD | 162,270 | $3,890 萬 | 0.94% | +162,270 | 新進 |
| Anchor Capital Advisors LLC | 161,884 | $3,881 萬 | 1.11% | −7,938−4.7% | 減碼 |
| Matrix Asset Advisors Inc | 161,806 | $3,879 萬 | 4.24% | −4,985−3.0% | 減碼 |
| Savant Capital, LLC | 161,631 | $3,874 萬 | 0.30% | +17,627+12.2% | 加碼 |
| Integrated Wealth Concepts LLC | 161,549 | $3,873 萬 | 0.45% | +15,079+10.3% | 加碼 |
| Nippon Life Global Investors Americas, Inc. | 161,190 | $3,864 萬 | 1.78% | −21,370−11.7% | 減碼 |
| Metis Global Partners, LLC | 161,123 | $3,862 萬 | 1.16% | +1,395+0.9% | 加碼 |
| National Mutual Insurance Federation of Agricultural Cooperatives | 160,900 | $3,857 萬 | 0.33% | 00.0% | 不變 |
| Rockland Trust Co | 160,694 | $3,852 萬 | 1.96% | −28,832−15.2% | 減碼 |
| Warren Averett Asset Management, LLC | 160,295 | $3,842 萬 | 0.59% | +36,426+29.4% | 加碼 |
| Madison Asset Management, LLC | 159,007 | $3,812 萬 | 0.43% | −2,926−1.8% | 減碼 |
| Madison Investment Advisors, LLC | 159,007 | $3,812 萬 | 0.43% | +159,007 | 新進 |
| Atlantic Union Bankshares Corp | 158,062 | $3,789 萬 | 2.21% | −586−0.4% | 減碼 |
| Fukoku Mutual Life Insurance Co | 157,900 | $3,785 萬 | 2.72% | +170+0.1% | 加碼 |
| Marco Investment Management LLC | 157,469 | $3,775 萬 | 3.26% | −2,885−1.8% | 減碼 |
| Allen Investment Management LLC | 156,216 | $3,745 萬 | 0.43% | −13,215−7.8% | 減碼 |
| Barrow Hanley Mewhinney & Strauss LLC | 156,159 | $3,743 萬 | 0.13% | −10,140−6.1% | 減碼 |
| Stonebridge Capital Advisors LLC | 155,267 | $3,722 萬 | 2.99% | −2,116−1.3% | 減碼 |
| Modern Wealth Management, LLC | 155,243 | $3,721 萬 | 1.39% | +128,244+475.0% | 加碼 |
| Marsico Capital Management LLC | 155,206 | $3,720 萬 | 1.01% | −179,117−53.6% | 減碼 |
| South State Corp. | 154,062 | $3,693 萬 | 2.42% | +1,589+1.0% | 加碼 |
| RiverFront Investment Group, LLC | 153,511 | $3,680 萬 | 0.84% | +9,597+6.7% | 加碼 |
| Rit Capital Partners PLC | 152,600 | $3,662 萬 | 8.88% | +152,600 | 新進 |
| Hantz Financial Services, Inc. | 152,607 | $3,658 萬 | 0.64% | −5,437−3.4% | 減碼 |