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 |
|---|---|---|---|---|---|
| Premier Fund Managers Ltd | 118,307 | $2,832 萬 | 1.01% | +25,592+27.6% | 加碼 |
| Culbertson A N & Co Inc | 117,847 | $2,825 萬 | 4.49% | −1,875−1.6% | 減碼 |
| Janney Capital Management LLC | 117,740 | $2,822 萬 | 1.87% | −24,464−17.2% | 減碼 |
| Rempart Asset Management Inc. | 117,486 | $2,816 萬 | 5.60% | −5,340−4.3% | 減碼 |
| Adell Harriman & Carpenter Inc | 117,092 | $2,807 萬 | 1.95% | +445+0.4% | 加碼 |
| ARS Wealth Advisors Group, LLC | 116,333 | $2,789 萬 | 3.84% | −2,540−2.1% | 減碼 |
| Baltimore-Washington Financial Advisors, Inc. | 116,316 | $2,788 萬 | 1.43% | +2,782+2.5% | 加碼 |
| Wolverine Trading, LLC | 116,423 | $2,786 萬 | 0.63% | +110,927+2,018.3% | 加碼 |
| Absher Wealth Management, LLC | 115,790 | $2,776 萬 | 3.63% | −13,665−10.6% | 減碼 |
| Congress Asset Management Co | 114,865 | $2,753 萬 | 0.19% | +15,764+15.9% | 加碼 |
| Fred Alger Management, LLC | 114,633 | $2,748 萬 | 0.13% | +2,955+2.6% | 加碼 |
| Private Capital Management, LLC | 114,003 | $2,733 萬 | 2.91% | −1,000−0.9% | 減碼 |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 113,675 | $2,725 萬 | 3.30% | +111,205+4,502.2% | 加碼 |
| Sonora Investment Management Group, LLC | 113,646 | $2,724 萬 | 2.09% | +1,480+1.3% | 加碼 |
| Drexel Morgan & Co. | 113,589 | $2,723 萬 | 5.62% | 00.0% | 不變 |
| Stillwater Capital Advisors, LLC | 112,410 | $2,695 萬 | 3.33% | +297+0.3% | 加碼 |
| Cantor Fitzgerald Investment Adviser L.P. | 112,410 | $2,695 萬 | 1.87% | −565−0.5% | 減碼 |
| Brown Brothers Harriman & Co | 111,870 | $2,682 萬 | 0.19% | +6,553+6.2% | 加碼 |
| DuPont Capital Management Corp | 111,410 | $2,671 萬 | 2.49% | 00.0% | 不變 |
| Manitou Investment Management Ltd. | 111,309 | $2,668 萬 | 5.27% | −28,906−20.6% | 減碼 |
| Logan Capital Management Inc | 111,286 | $2,668 萬 | 1.12% | −1,000−0.9% | 減碼 |
| ProVise Management Group, LLC | 111,253 | $2,667 萬 | 2.29% | −7,307−6.2% | 減碼 |
| Edmond de Rothschild Holding S.A. | 111,210 | $2,666 萬 | 0.46% | +22,701+25.6% | 加碼 |
| Burney Co | 110,499 | $2,649 萬 | 0.94% | +87,313+376.6% | 加碼 |
| Smith Group Asset Management, LLC | 110,497 | $2,649 萬 | 1.95% | +1,457+1.3% | 加碼 |
| Gillespie Robinson & Grimm Inc | 110,470 | $2,648 萬 | 2.08% | −4,116−3.6% | 減碼 |
| Clear Harbor Asset Management, LLC | 110,412 | $2,647 萬 | 2.13% | −6,483−5.5% | 減碼 |
| Rbo & Co LLC | 110,372 | $2,646 萬 | 4.31% | −1,060−1.0% | 減碼 |
| Rothschild Capital Partners, LLC | 110,243 | $2,643 萬 | 6.41% | +5,313+5.1% | 加碼 |
| J.P. Marvel Investment Advisors, LLC | 110,193 | $2,641 萬 | 4.36% | −405−0.4% | 減碼 |
| Dearborn Partners LLC | 110,173 | $2,641 萬 | 1.11% | −500.0% | 減碼 |
| Vident Advisory, LLC | 110,104 | $2,639 萬 | 0.46% | +1,617+1.5% | 加碼 |
| Colonial Trust Advisors | 109,870 | $2,634 萬 | 2.33% | −2,386−2.1% | 減碼 |
| Texas Yale Capital Corp. | 109,558 | $2,626 萬 | 1.06% | +70+0.1% | 加碼 |
| Azimuth Capital Investment Management LLC | 109,307 | $2,620 萬 | 1.02% | −2,926−2.6% | 減碼 |
| Transform Wealth, LLC | 109,013 | $2,613 萬 | 1.45% | +12,334+12.8% | 加碼 |
| Easterly Investment Partners LLC | 108,981 | $2,612 萬 | 2.05% | −7,038−6.1% | 減碼 |
| South Dakota Investment Council | 108,928 | $2,611 萬 | 0.52% | −346−0.3% | 減碼 |
| Edge Capital Group, LLC | 108,854 | $2,609 萬 | 1.16% | +1,213+1.1% | 加碼 |
| Kodai Capital Management LP | 108,413 | $2,599 萬 | 1.07% | +108,413 | 新進 |
| Freestone Capital Holdings, LLC | 108,130 | $2,592 萬 | 0.90% | −141−0.1% | 減碼 |
| Callahan Advisors, LLC | 108,115 | $2,592 萬 | 2.44% | −7,672−6.6% | 減碼 |
| Linscomb & Williams, Inc. | 107,809 | $2,584 萬 | 1.29% | −104−0.1% | 減碼 |
| National Asset Management, Inc. | 107,394 | $2,574 萬 | 0.84% | −12,585−10.5% | 減碼 |
| CWA Asset Management Group, LLC | 107,146 | $2,568 萬 | 1.30% | +11,398+11.9% | 加碼 |
| SS&H Financial Advisors, Inc. | 106,532 | $2,554 萬 | 9.30% | 00.0% | 不變 |
| Anderson Hoagland & Co | 98,515 | $2,553 萬 | 2.63% | −1,571−1.6% | 減碼 |
| Strategic Wealth Designers | 117,863 | $2,547 萬 | 1.63% | +16,215+16.0% | 加碼 |
| Cary Street Partners Financial LLC | 105,978 | $2,540 萬 | 0.83% | +105,978 | 新進 |
| Sit Investment Associates Inc | 105,802 | $2,536 萬 | 0.58% | −18,073−14.6% | 減碼 |
| Grassi Investment Management | 105,585 | $2,531 萬 | 2.16% | −873−0.8% | 減碼 |
| ArrowMark Colorado Holdings LLC | 105,471 | $2,528 萬 | 0.34% | 00.0% | 不變 |
| Kornitzer Capital Management Inc | 105,297 | $2,524 萬 | 0.49% | +2,195+2.1% | 加碼 |
| Longbow Finance SA | 104,964 | $2,516 萬 | 2.75% | −3,997−3.7% | 減碼 |
| Concurrent Investment Advisors, LLC | 104,610 | $2,508 萬 | 0.68% | +11,678+12.6% | 加碼 |
| Miracle Mile Advisors, LLC | 104,595 | $2,507 萬 | 0.51% | +38,078+57.2% | 加碼 |
| Dixon Mitchell Investment Counsel Inc. | 104,530 | $2,506 萬 | 1.16% | −40,402−27.9% | 減碼 |
| New Age Alpha Advisors, LLC | 104,460 | $2,504 萬 | 1.01% | +104,332+81,509.4% | 加碼 |
| Sumitomo Life Insurance Co | 104,387 | $2,502 萬 | 0.47% | −4,032−3.7% | 減碼 |
| Harvest Portfolios Group Inc. | 104,312 | $2,500 萬 | 0.83% | −5,630−5.1% | 減碼 |
| Oversea-Chinese Banking CORP Ltd | 104,024 | $2,496 萬 | 0.71% | −13,148−11.2% | 減碼 |
| Birch Hill Investment Advisors LLC | 103,616 | $2,484 萬 | 1.15% | −1,349−1.3% | 減碼 |
| Mutual Advisors, LLC | 97,621 | $2,482 萬 | 0.72% | −8,311−7.8% | 減碼 |
| Pallas Capital Advisors LLC | 103,303 | $2,476 萬 | 1.06% | −3,118−2.9% | 減碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 102,715 | $2,462 萬 | 2.59% | −979−0.9% | 減碼 |
| Old National Bancorp | 102,402 | $2,455 萬 | 0.58% | −3,288−3.1% | 減碼 |
| Sumitomo Mitsui Financial Group, Inc. | 102,230 | $2,451 萬 | 0.33% | +7,299+7.7% | 加碼 |
| Trust Co of Toledo NA | 101,897 | $2,443 萬 | 3.20% | +64+0.1% | 加碼 |
| Cullen Investment Group, Ltd. | 101,499 | $2,433 萬 | 3.59% | +313+0.3% | 加碼 |
| Q Capital Solutions | 101,369 | $2,430 萬 | 9.51% | +15,952+18.7% | 加碼 |
| United Bank | 101,117 | $2,424 萬 | 2.89% | −500−0.5% | 減碼 |
| Cohen Capital Management, Inc. | 100,858 | $2,418 萬 | 4.03% | −1,003−1.0% | 減碼 |
| Empirical Finance, LLC | 99,845 | $2,393 萬 | 1.38% | −1,432−1.4% | 減碼 |
| Thoroughbred Financial Services, LLC | 99,762 | $2,391 萬 | 1.46% | +1,181+1.2% | 加碼 |
| Webster Bank, N. A. | 99,444 | $2,384 萬 | 2.56% | −1,670−1.7% | 減碼 |
| Level Four Advisory Services, LLC | 99,025 | $2,374 萬 | 0.97% | +533+0.5% | 加碼 |
| Washington Trust Bank | 98,214 | $2,354 萬 | 2.26% | −6,645−6.3% | 減碼 |
| Tritonpoint Wealth, LLC | 97,975 | $2,349 萬 | 2.13% | −2,628−2.6% | 減碼 |
| Thompson Siegel & Walmsley LLC | 97,925 | $2,347 萬 | 0.37% | +629+0.6% | 加碼 |
| Fifth Third Wealth Advisors LLC | 97,908 | $2,347 萬 | 1.27% | +7,620+8.4% | 加碼 |
| Yarbrough Capital, LLC | 97,875 | $2,346 萬 | 0.90% | 00.0% | 不變 |
| Davy Global Fund Management Ltd | 97,253 | $2,331 萬 | 2.75% | −5,790−5.6% | 減碼 |
| Cidel Asset Management Inc | 97,247 | $2,331 萬 | 1.57% | −967−1.0% | 減碼 |
| Fort Sheridan Advisors LLC | 96,781 | $2,320 萬 | 3.39% | +897+0.9% | 加碼 |
| Hamilton Capital Partners Inc. | 96,735 | $2,319 萬 | 1.73% | +10,578+12.3% | 加碼 |
| Assenagon Asset Management S.A. | 96,355 | $2,310 萬 | 0.04% | −2,506−2.5% | 減碼 |
| Talbot Financial, LLC | 96,049 | $2,302 萬 | 2.74% | −389−0.4% | 減碼 |
| Guardian Partners Inc. | 94,615 | $2,300 萬 | 2.34% | +94,615 | 新進 |
| Merit Financial Group, LLC | 95,629 | $2,292 萬 | 0.41% | +27,264+39.9% | 加碼 |
| Grand Jean Capital Management Inc | 95,627 | $2,292 萬 | 5.32% | −331−0.3% | 減碼 |
| Shelton Capital Management | 95,623 | $2,292 萬 | 0.57% | −7,002−6.8% | 減碼 |
| Albion Financial Group | 95,568 | $2,291 萬 | 1.57% | −666−0.7% | 減碼 |
| Oak Harvest Investment Services | 95,487 | $2,289 萬 | 3.19% | −4,434−4.4% | 減碼 |
| CSM Advisors, LLC | 95,277 | $2,284 萬 | 1.07% | −2,523−2.6% | 減碼 |
| Bragg Financial Advisors, Inc | 95,197 | $2,282 萬 | 0.92% | −3,130−3.2% | 減碼 |
| Spire Wealth Management | 95,060 | $2,279 萬 | 0.71% | +911+1.0% | 加碼 |
| Courant Investment Management LLC | 94,897 | $2,275 萬 | 19.25% | −14,695−13.4% | 減碼 |
| Motco | 94,679 | $2,270 萬 | 2.33% | −3,266−3.3% | 減碼 |
| Forbes J M & Co LLP | 94,535 | $2,266 萬 | 2.18% | −19,209−16.9% | 減碼 |
| TD Private Client Wealth LLC | 94,387 | $2,263 萬 | 0.63% | −208−0.2% | 減碼 |