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 |
|---|---|---|---|---|---|
| NEOS Investment Management LLC | 152,130 | $3,647 萬 | 0.86% | +29,668+24.2% | 加碼 |
| Maryland State Retirement & Pension System | 151,776 | $3,638 萬 | 0.78% | −13,032−7.9% | 減碼 |
| Louisiana State Employees Retirement System | 151,400 | $3,629 萬 | 0.68% | −8,800−5.5% | 減碼 |
| Securian Asset Management, Inc | 151,312 | $3,627 萬 | 1.06% | −6,049−3.8% | 減碼 |
| Vestor Capital, LLC | 151,294 | $3,627 萬 | 2.77% | +80.0% | 加碼 |
| Wilsey Asset Management Inc | 151,214 | $3,625 萬 | 6.72% | −1,598−1.0% | 減碼 |
| Rothschild Investment LLC | 150,861 | $3,616 萬 | 2.37% | −3,348−2.2% | 減碼 |
| Northeast Financial Consultants Inc | 150,532 | $3,608 萬 | 1.52% | −19,143−11.3% | 減碼 |
| CBOE Vest Financial, LLC | 150,523 | $3,608 萬 | 0.64% | +10,834+7.8% | 加碼 |
| Franklin Street Advisors Inc | 150,344 | $3,604 萬 | 2.40% | −825−0.5% | 減碼 |
| First National Bank of Omaha | 150,122 | $3,599 萬 | 2.34% | −8,934−5.6% | 減碼 |
| Consulta Ltd | 150,000 | $3,596 萬 | 2.35% | −200,000−57.1% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 148,977 | $3,571 萬 | 0.99% | −5,731−3.7% | 減碼 |
| Carret Asset Management, LLC | 148,730 | $3,565 萬 | 3.90% | −1,562−1.0% | 減碼 |
| FineMark National Bank & Trust | 148,521 | $3,560 萬 | 1.24% | −1,655−1.1% | 減碼 |
| Great Valley Advisor Group, Inc. | 148,189 | $3,552 萬 | 0.80% | +1,128+0.8% | 加碼 |
| Payden & Rygel | 147,650 | $3,539 萬 | 3.05% | −36,400−19.8% | 減碼 |
| Axxcess Wealth Management, LLC | 147,558 | $3,537 萬 | 0.88% | +267+0.2% | 加碼 |
| Valeo Financial Advisors, LLC | 171,858 | $3,535 萬 | 0.99% | +609+0.4% | 加碼 |
| Benjamin Edwards Inc | 147,225 | $3,533 萬 | 0.51% | +6,669+4.7% | 加碼 |
| Snowden Capital Advisors LLC | 147,175 | $3,528 萬 | 1.10% | +2,873+2.0% | 加碼 |
| Oak Associates, Ltd | 146,416 | $3,510 萬 | 2.42% | −7,107−4.6% | 減碼 |
| MMBG Investment Advisors Co. | 146,306 | $3,507 萬 | 3.72% | −10,276−6.6% | 減碼 |
| Schwerin Boyle Capital Management Inc | 146,236 | $3,505 萬 | 3.60% | +400+0.3% | 加碼 |
| Lowe Brockenbrough & Co Inc | 145,538 | $3,489 萬 | 2.24% | −629−0.4% | 減碼 |
| Wesleyan Assurance Society | 144,744 | $3,473 萬 | 2.66% | −513−0.4% | 減碼 |
| Bailard, Inc. | 144,866 | $3,473 萬 | 0.89% | +9,629+7.1% | 加碼 |
| Resources Investment Advisors, LLC. | 143,817 | $3,447 萬 | 0.40% | +2,079+1.5% | 加碼 |
| First Fiduciary Investment Counsel, Inc. | 143,510 | $3,440 萬 | 7.00% | −1,331−0.9% | 減碼 |
| Railway Pension Investments Ltd | 143,500 | $3,440 萬 | 0.46% | +5,500+4.0% | 加碼 |
| William Blair Investment Management, LLC | 142,962 | $3,427 萬 | 0.08% | +142,962 | 新進 |
| Appleton Partners Inc | 142,626 | $3,419 萬 | 2.53% | −6,810−4.6% | 減碼 |
| Natixis Investment Managers International | 142,585 | $3,418 萬 | 2.64% | −51,525−26.5% | 減碼 |
| WSFS Capital Management, LLC | 141,960 | $3,403 萬 | 1.83% | −5,231−3.6% | 減碼 |
| Fiduciary Alliance LLC | 141,701 | $3,397 萬 | 3.43% | +30,293+27.2% | 加碼 |
| TCG Advisory Services, LLC | 141,533 | $3,393 萬 | 1.43% | +8,811+6.6% | 加碼 |
| Neville Rodie & Shaw Inc | 141,181 | $3,384 萬 | 2.47% | +4,181+3.1% | 加碼 |
| NFJ Investment Group, LLC | 140,942 | $3,379 萬 | 1.08% | −1,704−1.2% | 減碼 |
| Apollon Wealth Management, LLC | 140,817 | $3,376 萬 | 0.78% | +17,306+14.0% | 加碼 |
| NBT Bank N A | 140,651 | $3,372 萬 | 2.35% | −2,377−1.7% | 減碼 |
| Park Avenue Securities LLC | 139,906 | $3,354 萬 | 0.34% | +22,345+19.0% | 加碼 |
| First Citizens Bank & Trust Co | 139,626 | $3,347 萬 | 0.61% | −22,387−13.8% | 減碼 |
| Noesis Capital Mangement Corp | 139,147 | $3,335 萬 | 6.36% | −600.0% | 減碼 |
| LaFleur & Godfrey LLC | 138,499 | $3,320 萬 | 4.55% | −1,484−1.1% | 減碼 |
| Osterweis Capital Management Inc | 138,025 | $3,309 萬 | 1.54% | +138,025 | 新進 |
| TAM Capital Management Inc. | 138,017 | $3,308 萬 | 12.00% | +6,948+5.3% | 加碼 |
| Dana Investment Advisors, Inc. | 137,766 | $3,302 萬 | 1.09% | +907+0.7% | 加碼 |
| Kanawha Capital Management LLC | 137,360 | $3,293 萬 | 2.59% | +500.0% | 加碼 |
| Norinchukin Bank, The | 137,301 | $3,291 萬 | 0.70% | +9,233+7.2% | 加碼 |
| New Mexico Educational Retirement Board | 135,650 | $3,252 萬 | 1.09% | −4,800−3.4% | 減碼 |
| Vinva Investment Management Ltd | 135,227 | $3,236 萬 | 1.26% | +16,497+13.9% | 加碼 |
| Perigon Wealth Management, LLC | 126,863 | $3,226 萬 | 0.79% | +7,238+6.1% | 加碼 |
| Penobscot Investment Management Company, Inc. | 134,226 | $3,218 萬 | 2.92% | −301−0.2% | 減碼 |
| Moors & Cabot, Inc. | 133,625 | $3,203 萬 | 1.52% | +330.0% | 加碼 |
| BLB&B Advisors, LLC | 133,603 | $3,203 萬 | 1.63% | +2,820+2.2% | 加碼 |
| Patten & Patten Inc | 133,270 | $3,195 萬 | 2.11% | −1,759−1.3% | 減碼 |
| Palisade Capital Management LLC | 132,277 | $3,171 萬 | 0.85% | −4,682−3.4% | 減碼 |
| Motley Fool Asset Management LLC | 131,988 | $3,164 萬 | 1.65% | +17,488+15.3% | 加碼 |
| Edgar Lomax Co | 131,865 | $3,161 萬 | 2.04% | −2,510−1.9% | 減碼 |
| Tower Bridge Advisors | 131,510 | $3,152 萬 | 3.36% | −604−0.5% | 減碼 |
| Abn Amro Investment Solutions | 130,497 | $3,128 萬 | 0.58% | −13,125−9.1% | 減碼 |
| Steigerwald, Gordon & Koch Inc. | 129,795 | $3,111 萬 | 3.52% | −3,216−2.4% | 減碼 |
| Galvin, Gaustad & Stein, LLC | 129,784 | $3,111 萬 | 2.79% | −7,507−5.5% | 減碼 |
| Abner Herrman & Brock LLC | 129,706 | $3,109 萬 | 3.86% | −1,732−1.3% | 減碼 |
| Greenleaf Trust | 129,679 | $3,109 萬 | 0.28% | +1,112+0.9% | 加碼 |
| Parallel Advisors, LLC | 129,516 | $3,105 萬 | 0.70% | +1,170+0.9% | 加碼 |
| Private Management Group Inc | 129,485 | $3,104 萬 | 1.12% | −32,555−20.1% | 減碼 |
| Alley Investment Management Company, LLC | 129,246 | $3,098 萬 | 3.92% | +1,290+1.0% | 加碼 |
| Ninety One SA (PTY) Ltd | 128,397 | $3,078 萬 | 6.79% | +17,378+15.7% | 加碼 |
| Foundations Investment Advisors, LLC | 128,304 | $3,076 萬 | 0.59% | +14,966+13.2% | 加碼 |
| M.D. Sass Investors Services, Inc. | 128,302 | $3,076 萬 | 2.36% | +128,302 | 新進 |
| Dorsey & Whitney Trust CO LLC | 127,917 | $3,066 萬 | 1.69% | +937+0.7% | 加碼 |
| First Foundation Advisors | 127,447 | $3,055 萬 | 1.15% | −4,398−3.3% | 減碼 |
| TruWealth Advisors, LLC | 126,908 | $3,042 萬 | 1.83% | −2,745−2.1% | 減碼 |
| Bridgeway Capital Management, LLC | 126,566 | $3,034 萬 | 0.68% | −18,686−12.9% | 減碼 |
| Meiji Yasuda Life Insurance Co | 126,297 | $3,027 萬 | 0.57% | −620−0.5% | 減碼 |
| Nemes Rush Group LLC | 126,045 | $3,021 萬 | 3.74% | +2,839+2.3% | 加碼 |
| Empowered Funds, LLC | 125,938 | $3,019 萬 | 0.44% | +14,876+13.4% | 加碼 |
| Narwhal Capital Management | 125,770 | $3,015 萬 | 2.66% | −7,848−5.9% | 減碼 |
| Banque Transatlantique SA | 230,847 | $3,014 萬 | 0.77% | +230,847 | 新進 |
| Choate Investment Advisors | 125,712 | $3,013 萬 | 0.72% | +12,805+11.3% | 加碼 |
| Verity & Verity, LLC | 125,567 | $3,010 萬 | 2.75% | +11,927+10.5% | 加碼 |
| Bourgeon Capital Management LLC | 125,520 | $3,009 萬 | 5.62% | −2,129−1.7% | 減碼 |
| HBK Sorce Advisory LLC | 125,193 | $3,001 萬 | 0.91% | +2,217+1.8% | 加碼 |
| First American Bank | 125,116 | $2,999 萬 | 2.11% | +3,871+3.2% | 加碼 |
| F/M Investments LLC | 124,828 | $2,992 萬 | 1.10% | +22,666+22.2% | 加碼 |
| La Banque Postale Asset Management SA | 124,797 | $2,992 萬 | 0.40% | −74,713−37.4% | 減碼 |
| Osborne Partners Capital Management, LLC | 124,783 | $2,991 萬 | 1.73% | −3,142−2.5% | 減碼 |
| Evergreen Capital Management LLC | 124,645 | $2,988 萬 | 0.97% | +272+0.2% | 加碼 |
| Resources Management Corp | 124,306 | $2,980 萬 | 4.07% | −1,004−0.8% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 124,257 | $2,979 萬 | 1.13% | +3,228+2.7% | 加碼 |
| Cadinha & Co LLC | 124,173 | $2,977 萬 | 4.94% | +124,173 | 新進 |
| Cercano Management LLC | 124,024 | $2,973 萬 | 0.76% | +121,591+4,997.6% | 加碼 |
| KMG Fiduciary Partners, LLC | 123,413 | $2,958 萬 | 2.45% | +88+0.1% | 加碼 |
| Foster Dykema Cabot & Partners, LLC | 123,300 | $2,956 萬 | 2.30% | −1,834−1.5% | 減碼 |
| First Long Island Investors, LLC | 122,663 | $2,940 萬 | 2.34% | +79+0.1% | 加碼 |
| Bollard Group LLC | 122,454 | $2,935 萬 | 0.81% | −24,103−16.4% | 減碼 |
| Kingsview Wealth Management, LLC | 122,378 | $2,934 萬 | 0.57% | +4,283+3.6% | 加碼 |
| Arvest Bank Trust Division | 122,310 | $2,932 萬 | 1.77% | −3,049−2.4% | 減碼 |
| Shufro Rose & Co LLC | 121,869 | $2,921 萬 | 2.28% | −2,435−2.0% | 減碼 |