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 +541 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
- 624
- 另有 1,714 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 |
|---|---|---|---|---|---|
| Summit Financial, LLC | 94,276 | $2,260 萬 | 0.79% | +7,167+8.2% | 加碼 |
| Rice Partnership, LLC | 94,046 | $2,254 萬 | 4.29% | +2,569+2.8% | 加碼 |
| Leavell Investment Management, Inc. | 93,903 | $2,251 萬 | 1.10% | +908+1.0% | 加碼 |
| Baldwin Brothers Inc | 93,805 | $2,249 萬 | 1.55% | +3,398+3.8% | 加碼 |
| Rossmore Private Capital | 93,523 | $2,242 萬 | 2.77% | +239+0.3% | 加碼 |
| Northwest & Ethical Investments L.P. | 93,441 | $2,240 萬 | 0.61% | +20,862+28.7% | 加碼 |
| We Are One Seven, LLC | 93,292 | $2,236 萬 | 0.86% | +5,443+6.2% | 加碼 |
| GHP Investment Advisors, Inc. | 92,756 | $2,223 萬 | 1.04% | +122+0.1% | 加碼 |
| Fiduciary Group LLC | 92,703 | $2,222 萬 | 2.23% | −1,918−2.0% | 減碼 |
| Cabot Wealth Management Inc | 92,697 | $2,222 萬 | 2.82% | −3,838−4.0% | 減碼 |
| JGP Wealth Management, LLC | 92,387 | $2,215 萬 | 2.86% | +631+0.7% | 加碼 |
| Canandaigua National Bank & Trust Co | 92,213 | $2,210 萬 | 2.18% | −1,353−1.4% | 減碼 |
| AIA Group Ltd | 92,027 | $2,206 萬 | 0.53% | +16,173+21.3% | 加碼 |
| Trust Co of Virginia | 91,950 | $2,204 萬 | 2.04% | −3,047−3.2% | 減碼 |
| J. Safra Sarasin Holding AG | 91,803 | $2,199 萬 | 0.37% | +29,984+48.5% | 加碼 |
| Canada Post Corp Registered Pension Plan | 91,367 | $2,190 萬 | 1.29% | +91,367 | 新進 |
| Beese Fulmer Investment Management, Inc. | 90,958 | $2,180 萬 | 1.86% | −1,138−1.2% | 減碼 |
| Terry L. Blaker | 90,931 | $2,180 萬 | 0.84% | −1,025−1.1% | 減碼 |
| Independence Bank of Kentucky | 90,862 | $2,178 萬 | 3.35% | +39,520+77.0% | 加碼 |
| Coldstream Capital Management Inc | 90,855 | $2,178 萬 | 0.46% | +444+0.5% | 加碼 |
| Ballentine Partners, LLC | 90,763 | $2,176 萬 | 0.37% | +3,910+4.5% | 加碼 |
| GAMMA Investing LLC | 90,733 | $2,175 萬 | 1.85% | +9,008+11.0% | 加碼 |
| GAM Holding AG | 90,711 | $2,174 萬 | 1.62% | +7,746+9.3% | 加碼 |
| Barlow Wealth Partners, Inc. | 86,009 | $2,170 萬 | 2.75% | +6,779+8.6% | 加碼 |
| Lyell Wealth Management, LP | 90,055 | $2,159 萬 | 1.94% | +180+0.2% | 加碼 |
| Cincinnati Financial Corp | 90,000 | $2,157 萬 | 0.47% | 00.0% | 不變 |
| Procyon Private Wealth Partners, LLC | 89,933 | $2,156 萬 | 1.38% | +833+0.9% | 加碼 |
| Summit Trail Advisors, LLC | 89,722 | $2,151 萬 | 0.79% | +10,879+13.8% | 加碼 |
| Alberta Investment Management Corp | 89,720 | $2,151 萬 | 0.14% | +62,520+229.9% | 加碼 |
| Grimes & Company, Inc. | 89,513 | $2,146 萬 | 0.62% | −46−0.1% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 89,390 | $2,143 萬 | 0.47% | −783−0.9% | 減碼 |
| Edge Wealth Management LLC | 89,382 | $2,143 萬 | 4.34% | −1,239−1.4% | 減碼 |
| Osher Van de Voorde Investment Management | 89,263 | $2,140 萬 | 4.61% | −534−0.6% | 減碼 |
| Phoenix Holdings Ltd. | 88,637 | $2,125 萬 | 0.29% | −9,624−9.8% | 減碼 |
| Wetherby Asset Management Inc | 88,488 | $2,121 萬 | 1.02% | −3,263−3.6% | 減碼 |
| Global Retirement Partners, LLC | 88,252 | $2,115 萬 | 0.61% | +16,485+23.0% | 加碼 |
| Biondo Investment Advisors, LLC | 88,146 | $2,113 萬 | 2.91% | −1,659−1.8% | 減碼 |
| Marex Group plc | 88,099 | $2,112 萬 | 0.36% | +45,179+105.3% | 加碼 |
| German American Bancorp, Inc. | 88,056 | $2,111 萬 | 2.21% | +1,467+1.7% | 加碼 |
| Bleakley Financial Group, LLC | 87,727 | $2,103 萬 | 0.63% | +122+0.1% | 加碼 |
| Harbour Trust & Investment Management Co | 87,540 | $2,098 萬 | 2.39% | +160.0% | 加碼 |
| Temasek Holdings (Private) Ltd | 87,431 | $2,096 萬 | 0.08% | 00.0% | 不變 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 78,659 | $2,091 萬 | 0.18% | −1,708−2.1% | 減碼 |
| Westchester Capital Management, Inc. | 86,281 | $2,068 萬 | 5.20% | −3,384−3.8% | 減碼 |
| Dynamic Advisor Solutions LLC | 86,119 | $2,064 萬 | 0.89% | −7,624−8.1% | 減碼 |
| Montag A & Associates Inc | 85,927 | $2,060 萬 | 0.98% | −1,444−1.7% | 減碼 |
| Charter Trust Co | 85,886 | $2,059 萬 | 1.35% | +916+1.1% | 加碼 |
| Sand Hill Global Advisors, LLC | 85,676 | $2,054 萬 | 0.87% | −2,371−2.7% | 減碼 |
| Hilltop Holdings Inc. | 85,621 | $2,052 萬 | 1.30% | +1,010+1.2% | 加碼 |
| Arkadios Wealth Advisors | 85,609 | $2,052 萬 | 1.12% | +4,928+6.1% | 加碼 |
| Brookstone Capital Management | 85,357 | $2,046 萬 | 0.30% | −3,943−4.4% | 減碼 |
| Nixon Peabody Trust Co | 85,354 | $2,046 萬 | 1.69% | +956+1.1% | 加碼 |
| Peak Asset Management, LLC | 85,344 | $2,046 萬 | 3.78% | −2,258−2.6% | 減碼 |
| CCM Investment Advisers LLC | 85,255 | $2,044 萬 | 2.26% | −1,582−1.8% | 減碼 |
| Ledyard National Bank | 85,088 | $2,040 萬 | 1.92% | −4,568−5.1% | 減碼 |
| Wedbush Securities Inc | 84,763 | $2,032 萬 | 0.72% | −1,711−2.0% | 減碼 |
| Farmers Trust Co | 84,724 | $2,031 萬 | 3.79% | −1,387−1.6% | 減碼 |
| Allstate Corp | 84,629 | $2,029 萬 | 0.60% | +82,110+3,259.6% | 加碼 |
| Courier Capital LLC | 84,598 | $2,028 萬 | 1.40% | −7,008−7.7% | 減碼 |
| First Financial Bank - Trust Division | 84,559 | $2,027 萬 | 1.89% | −1,460−1.7% | 減碼 |
| Sienna Gestion | 84,491 | $2,025 萬 | 1.37% | 00.0% | 不變 |
| Mizuho Markets Americas LLC | 84,448 | $2,024 萬 | 0.39% | +84,448 | 新進 |
| NewSquare Capital LLC | 85,117 | $2,023 萬 | 1.62% | +1,981+2.4% | 加碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 84,226 | $2,019 萬 | 2.12% | −5,231−5.8% | 減碼 |
| Middleton & Co Inc | 84,061 | $2,015 萬 | 2.23% | −1,402−1.6% | 減碼 |
| Dnca Finance | 83,866 | $2,010 萬 | 1.57% | +2,100+2.6% | 加碼 |
| Chicago Partners Investment Group LLC | 82,549 | $2,007 萬 | 0.67% | −789−0.9% | 減碼 |
| Woodmont Investment Counsel LLC | 83,692 | $2,006 萬 | 1.48% | −839−1.0% | 減碼 |
| Cullinan Associates Inc | 83,142 | $1,993 萬 | 1.28% | −8,710−9.5% | 減碼 |
| MainStreet Investment Advisors LLC | 83,024 | $1,990 萬 | 2.79% | −2,208−2.6% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 83,013 | $1,990 萬 | 0.77% | +6,453+8.4% | 加碼 |
| Forum Financial Management, LP | 82,979 | $1,989 萬 | 0.33% | +2,820+3.5% | 加碼 |
| Aviance Capital Partners, LLC | 82,665 | $1,982 萬 | 2.74% | −825−1.0% | 減碼 |
| Beach Investment Counsel Inc | 82,391 | $1,975 萬 | 2.67% | −10,158−11.0% | 減碼 |
| Essential Planning, LLC. | 84,888 | $1,974 萬 | 0.13% | +83,457+5,832.1% | 加碼 |
| Gladstone Institutional Advisory LLC | 82,231 | $1,971 萬 | 0.91% | +1,110+1.4% | 加碼 |
| Novare Capital Management LLC | 81,434 | $1,952 萬 | 1.64% | −1,690−2.0% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 81,401 | $1,951 萬 | 0.69% | +2,404+3.0% | 加碼 |
| Means Investment Co., Inc. | 81,220 | $1,947 萬 | 2.03% | −829−1.0% | 減碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 80,940 | $1,940 萬 | 3.27% | −2,440−2.9% | 減碼 |
| Palisade Asset Management, LLC | 80,923 | $1,940 萬 | 1.97% | −308−0.4% | 減碼 |
| United Asset Strategies, Inc. | 80,851 | $1,938 萬 | 1.78% | −558−0.7% | 減碼 |
| Verdence Capital Advisors LLC | 80,639 | $1,933 萬 | 1.55% | −2,306−2.8% | 減碼 |
| Mission Wealth Management, LP | 80,213 | $1,923 萬 | 0.46% | +154+0.2% | 加碼 |
| King Wealth | 80,202 | $1,923 萬 | 2.80% | +2,728+3.5% | 加碼 |
| WoodTrust Financial Corp | 80,050 | $1,919 萬 | 2.70% | −56−0.1% | 減碼 |
| Tufton Capital Management | 80,030 | $1,918 萬 | 3.63% | −639−0.8% | 減碼 |
| General American Investors Co Inc | 80,000 | $1,918 萬 | 1.37% | 00.0% | 不變 |
| Archon Partners LLC | 80,000 | $1,918 萬 | 2.23% | 00.0% | 不變 |
| GDS Wealth Management | 79,875 | $1,915 萬 | 1.74% | +2,459+3.2% | 加碼 |
| Whitener Capital Management, Inc. | 79,837 | $1,914 萬 | 5.36% | −578−0.7% | 減碼 |
| CAPROCK Group, Inc. | 79,803 | $1,913 萬 | 0.63% | +2,937+3.8% | 加碼 |
| Torray LLC | 79,093 | $1,896 萬 | 2.72% | −8,126−9.3% | 減碼 |
| Siemens Fonds Invest GmbH | 79,120 | $1,893 萬 | 1.98% | +4,146+5.5% | 加碼 |
| Boston Financial Mangement LLC | 78,707 | $1,887 萬 | 0.57% | +1,012+1.3% | 加碼 |
| Integrated Advisors Network LLC | 78,531 | $1,882 萬 | 0.90% | −1,580−2.0% | 減碼 |
| Wealthspire Advisors, LLC | 78,508 | $1,882 萬 | 0.19% | +1,587+2.1% | 加碼 |
| Baxter Bros Inc | 78,407 | $1,879 萬 | 2.46% | −1,824−2.3% | 減碼 |
| James Investment Research Inc | 78,285 | $1,877 萬 | 2.23% | −1,646−2.1% | 減碼 |
| FourThought Financial Partners, LLC | 77,983 | $1,869 萬 | 1.94% | −1,303−1.6% | 減碼 |