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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 5,158 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。

其他股別AMJBVYLDJPM.PCJPM.PDJPM.PJJPM.PKJPM.PLJPM.PM

2024 年第 2 季與 2024 年第 1 季比較

持有 JPMorgan Chase & Co 的機構從 2024 年第 1 季到 2024 年第 2 季的變化。

2024 年第 2 季全部持有人2024 年第 1 季全部持有人

JPM 的 13F 持有人:2024 年第 1 季與 2024 年第 2 季比較
項目2024 年第 1 季其中尚未申報 2024 年第 2 季2024 年第 2 季變化
持有家數4,120514,181+112
股數20.7 億830.2 萬20.6 億−576.9 萬 (−0.3%)
市值$4,145 億$16.6 億$4,162 億+$34.0 億 (+0.8%)

51 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 季:沒申報不算清倉,所以變化不計入它們。

新進機構(201 家)

2024 年第 2 季季末持有 JPMorgan Chase & Co、2024 年第 1 季季末沒有持有的機構。

依市值列出前 100 家,共 201 家。

2024 年第 2 季新進 JPM 的機構
機構股數市值佔組合 %
Viking Global Investors LP大師維京全球投資3,009,822$6.09 億2.34%
Corebridge Financial, Inc.711,658$1.44 億0.79%
Sanctuary Advisors, LLC664,778$1.29 億0.93%
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)457,314$9,250 萬1.04%
IMC-Chicago, LLC451,442$9,131 萬2.93%
MUFG Securities EMEA plc449,999$9,102 萬4.06%
Manning & Napier Advisors LLC433,384$8,766 萬0.99%
Mirae Asset Global ETFs Holdings Ltd.328,330$6,641 萬0.16%
Kimelman & Baird, LLC258,613$5,231 萬4.31%
Mizuho Securities USA LLC221,413$4,478 萬0.99%
Clear Street LLC200,000$4,045 萬0.97%
Holocene Advisors, LP199,626$4,038 萬0.17%
Meridian Wealth Management, LLC193,676$3,917 萬4.68%
Dnca Finance124,016$2,508 萬2.15%
Ashburton (Jersey) Ltd88,732$1,823 萬7.70%
Temasek Holdings (Private) Ltd87,431$1,768 萬0.08%
Strategic Wealth Designers72,868$1,497 萬1.89%
Caxton Associates LP71,050$1,437 萬0.56%
Sienna Gestion65,422$1,323 萬1.18%
Beck Bode, LLC62,533$1,265 萬2.54%
Element Capital Management LLC54,115$1,095 萬0.85%
Itau Unibanco Holding S.A.44,621$902.5 萬0.37%
SageView Advisory Group, LLC42,563$860.9 萬0.40%
Mirabaud Asset Management Ltd39,227$793.4 萬3.65%
Drucker Wealth 3.0, LLC38,226$773.2 萬2.05%
Kestra Investment Management, LLC35,177$711.5 萬0.48%
Heritage Wealth Management, Inc.34,095$698.2 萬2.34%
Cinctive Capital Management LP32,505$657.4 萬0.35%
Golden State Equity Partners32,116$649.6 萬1.35%
William B. Walkup & Associates, Inc.30,803$623.0 萬4.08%
Leuthold Group, LLC30,159$610.0 萬0.71%
Platform Technology Partners28,557$577.6 萬1.99%
Laurion Capital Management LP27,952$565.4 萬0.18%
Codex Capital Asset Management L.L.C.26,000$525.9 萬2.41%
Lee Danner & Bass Inc24,362$492.8 萬0.38%
Twin Tree Management, LP23,276$470.8 萬0.14%
Coppell Advisory Solutions LLC21,124$427.2 萬0.70%
Quantitative Investment Management, LLC20,926$423.2 萬0.46%
J. Safra Sarasin Holding AG20,023$405.0 萬0.07%
Landscape Capital Management, L.L.C.19,275$389.9 萬0.33%
HWG Holdings LP18,806$380.4 萬1.39%
Mattson Financial Services, LLC18,490$374.0 萬1.33%
Diversify Wealth Management, LLC17,128$333.8 萬0.42%
Cerro Pacific Wealth Advisors LLC15,949$322.6 萬1.23%
CTC Alternative Strategies, Ltd.15,490$313.3 萬1.33%
Convergence Financial, LLC13,067$264.3 萬0.70%
HAP Trading, LLC11,883$240.3 萬1.05%
Oak Hill Wealth Advisors, LLC11,481$232.2 萬0.70%
Axiom Advisory, LLC11,568$226.2 萬0.02%
Brown Financial Advisors10,900$220.5 萬0.99%
Capital Fund Management S.A.10,825$218.9 萬0.02%
Catalyst Funds Management Pty Ltd10,700$216.4 萬0.58%
Aviso Financial Inc.10,297$208.3 萬0.12%
BTG Pactual Asset Management US LLC8,956$181.1 萬0.45%
Cromwell Holdings LLC8,913$180.3 萬1.08%
Fullcircle Wealth LLC8,252$172.1 萬0.84%
Hussman Strategic Advisors, Inc.8,400$169.9 萬0.47%
Live Oak Investment Partners–$155.0 萬1.28%
Asset Advisors Investment Management, LLC7,457$150.8 萬0.16%
Thurston, Springer, Miller, Herd & Titak, Inc.6,984$141.3 萬0.44%
Fairscale Capital, LLC6,570$140.3 萬1.25%
Hardin Capital Partners, LLC6,813$137.8 萬0.90%
Symphony Financial Services, Inc.6,575$134.9 萬1.17%
Ashton Thomas Securities, LLC6,216$129.1 萬0.31%
Knollwood Investment Advisory, LLC6,310$127.6 萬0.14%
Versor Investments LP5,700$115.3 萬0.21%
Elser Financial Planning, Inc5,374$108.7 萬0.18%
Permanent Capital Management, LP3,710$107.6 萬0.22%
Sciencast Management LP5,107$103.3 萬0.36%
XTX Topco Ltd4,851$98.1 萬0.08%
Luts & Greenleigh Group, Inc4,541$91.8 萬0.96%
Ecofi Investissements SA4,850$91.3 萬0.51%
Alan B. Lancz & Associates, Inc.4,506$91.1 萬0.90%
TPG Advisors LLC4,417$89.3 萬0.76%
BlueSky Wealth Advisors, LLC4,336$87.7 萬0.15%
Center For Asset Management LLC4,297$86.9 萬0.57%
Maia Wealth LLC4,088$85.9 萬0.26%
Curated Wealth Partners LLC4,184$84.6 萬0.12%
GGM Financials LLC4,160$84.1 萬0.77%
Sterling Group Wealth Management, LLC3,978$80.5 萬0.46%
Carrera Capital Advisors3,891$78.7 萬0.26%
Dark Forest Capital Management LP3,854$78.0 萬0.14%
TradeLink Capital LLC3,700$74.8 萬2.16%
Ariadne Wealth Management, LP3,639$73.6 萬0.65%
Ibex Wealth Advisors3,582$72.4 萬0.11%
Stonekeep Investments, LLC3,536$71.5 萬0.58%
WJ Interests, LLC3,498$70.8 萬0.35%
Nebula Research & Development LLC3,475$70.3 萬0.11%
Bank & Trust Co3,472$70.2 萬0.60%
Koss-Olinger Consulting, LLC3,363$68.0 萬0.06%
Tudor Investment Corp Et Al3,317$67.1 萬0.01%
Creekside Partners3,286$66.5 萬0.37%
Cable Hill Partners, LLC3,195$64.6 萬0.07%
Fiduciary Financial Group, LLC2,990$63.9 萬0.15%
Van Eck Associates Corp3,201$63.6 萬0.00%
Wealthgarden F.S. LLC3,122$63.1 萬0.67%
Waypoint Wealth Partners Inc.3,071$62.1 萬0.18%
Smith Thornton Advisors LLC2,936$59.4 萬0.44%
DHK Financial Advisors, Inc.2,890$58.5 萬0.41%
Bridgefront Capital, LLC2,650$53.6 萬0.22%

清倉機構(89 家)

2024 年第 1 季季末持有 JPMorgan Chase & Co、2024 年第 2 季有申報但已經沒有持有的機構。

2024 年第 2 季清倉 JPM 的機構
機構2024 年第 1 季股數2024 年第 1 季市值
American International Group, Inc.732,238$1.47 億
Texas Permanent School Fund597,597$1.20 億
Marshall Wace, LLP498,724$9,989 萬
Portfolio Strategies, Inc.382,549$7,662 萬
Junto Capital Management LP347,742$6,965 萬
Renaissance Technologies LLC310,642$6,222 萬
Point72 Asset Management, L.P.214,197$4,290 萬
Trexquant Investment LP167,237$3,350 萬
Ninety One UK Ltd154,666$3,098 萬
Weiss Asset Management LP126,217$2,528 萬
Wafra Inc.124,924$2,502 萬
Metropolitan Life Insurance Co116,604$2,336 萬
Lincoln National Corp115,243$2,308 萬
Hudson Bay Capital Management LP100,000$2,003 萬
Graham Capital Management, L.P.94,332$1,889 萬
Waratah Capital Advisors Ltd.70,958$1,421 萬
Ninety One SA (PTY) Ltd54,312$1,085 萬
Genus Capital Management Inc.51,286$1,027 萬
Exane Asset Management45,142$904.2 萬
ExodusPoint Capital Management, LP43,159$864.5 萬
Optimas Capital Ltd41,500$831.2 萬
Quattro Financial Advisors LLC40,000$801.2 萬
International Assets Investment Management, LLC608,675$706.1 萬
Susquehanna Portfolio Strategies, LLC33,300$667.0 萬
Arete Wealth Advisors, LLC33,088$662.4 萬
Lombard Odier Asset Management (USA) Corp30,100$602.9 萬
Evoke Wealth, LLC25,844$517.7 萬
Torno Capital, LLC25,000$500.8 萬
Weitz Investment Management, Inc.大師韋茲投資管理20,500$410.6 萬
Nwam LLC19,240$371.4 萬
Advisor Resource Council21,571$367.1 萬
Entropy Technologies, LP17,686$354.3 萬
Lloyd Advisory Services, LLC.16,250$325.5 萬
Advent Capital Management15,000$300.4 萬
Altman Advisors, Inc.14,365$285.8 萬
London & Capital Asset Management Ltd10,882$218.0 萬
Ategra Capital Management, LLC8,545$171.2 萬
Accuvest Global Advisors8,428$168.8 萬
Troluce Capital Advisors LLC8,400$168.3 萬
QVR LLC8,173$163.7 萬
Machina Capital S.A.S.8,021$160.7 萬
Sherbrooke Park Advisers LLC6,922$138.6 萬
Caption Management, LLC6,900$138.2 萬
Monograph Wealth Advisors, LLC5,823$116.6 萬
Delap Wealth Advisory, LLC5,595$112.1 萬
FNY Investment Advisers, LLC5,000$100.1 萬
Ramiah Investment Group4,701$94.2 萬
Unigestion Holding SA4,229$84.7 萬
Wellington Wealth Strategies, LLC.3,567$71.4 萬
Walleye Trading LLC3,426$68.6 萬
Bulltick Wealth Management, LLC3,409$68.3 萬
Bender Robert & Associates3,381$67.7 萬
Campbell & CO Investment Adviser LLC3,193$64.0 萬
Marathon Trading Investment Management LLC2,855$57.2 萬
Charles Schwab Investment Advisory, Inc.2,580$51.7 萬
Bayesian Capital Management, LP2,400$48.1 萬
BEAM Asset Management, LLC2,399$48.1 萬
Plum Street Advisors, LLC2,247$47.4 萬
Maverick Capital Ltd大師Maverick 資本2,263$45.3 萬
Verdad Advisers, LP2,103$42.1 萬
Mezzasalma Advisors, LLC2,078$41.6 萬
Conestoga Capital Advisors, LLC2,066$41.4 萬
Axiom Financial Strategies, LLC2,024$40.5 萬
Magnolia Wealth Management, LLC1,898$37.9 萬
New Vernon Capital Holdings II LLC1,887$37.8 萬
Websterrogers Financial Advisors, LLC1,846$37.0 萬
Crestone Asset Management LLC1,823$36.5 萬
Baron Financial Group, LLC1,680$33.7 萬
Hirtle Callaghan & Co LLC1,614$32.3 萬
Flossbach Von Storch AG1,611$32.3 萬
Berkshire Money Management, Inc.1,510$30.2 萬
Wealthstar Advisors, LLC1,460$29.2 萬
Balanced Wealth Group LLC1,476$29.1 萬
BlueCrest Capital Management Ltd1,285$25.7 萬
Flaharty Asset Management, LLC1,232$24.7 萬
Envoi LLC1,201$24.1 萬
Treasure Coast Financial Planning1,114$22.3 萬
Spectrum Investment Advisors, Inc.1,097$22.0 萬
Coho Partners, Ltd.1,088$21.8 萬
DGS Capital Management, LLC1,038$20.8 萬
Financial Synergies Wealth Advisors, Inc.787$15.8 萬
Cubist Systematic Strategies, LLC511$10.2 萬
Tfo-TDC, LLC509$10.2 萬
FRG Family Wealth Advisors LLC415$7.96 萬
Palouse Capital Management, Inc.250$5.01 萬
Davidson Capital Management Inc.186$3.73 萬
Friedenthal Financial45$9,014
HighMark Wealth Management LLC0$2,003
Global Assets Advisory, LLC154,974$779

尚未申報 2024 年第 2 季的機構(51 家)

2024 年第 1 季季末持有 JPMorgan Chase & Co、還沒有申報 2024 年第 2 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2024 年第 1 季持有 JPM、尚未申報 2024 年第 2 季的機構
機構2024 年第 1 季股數2024 年第 1 季市值
Credit Suisse AG4,311,733$8.62 億
Manning & Napier Group, LLC532,154$1.07 億
InterOcean Capital Group, LLC521,494$1.04 億
Connectus Wealth, LLC467,796$9,370 萬
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund449,214$8,998 萬
Degroof Petercam Asset Management411,533$8,243 萬
Cambridge Trust Co311,570$6,241 萬
Stewart & Patten Co LLC201,529$4,037 萬
Coulter & Justus Financial Services, LLC125,066$2,505 萬
Wilbanks Smith & Thomas Asset Management LLC117,034$2,344 萬
Ziegler Capital Management, LLC112,428$2,226 萬
CWA Asset Management Group, LLC93,760$1,878 萬
Coppell Advisory Solutions Corp.77,837$1,559 萬
Shell Asset Management Co66,437$1,344 萬
Steward Partners Investment Solutions, LLC51,081$1,023 萬
American National Bank & Trust Co49,333$988.1 萬
Concord Investment Counsel Inc.41,836$838.0 萬
Grey Street Capital, LLC36,153$724.1 萬
Imprint Wealth LLC34,120$678.8 萬
Eudaimonia Partners, LLC31,403$629.0 萬
Atlas Private Wealth Management29,624$593.4 萬
RIA Advisory Group LLC23,329$467.3 萬
Highlander Capital Management, LLC22,687$454.4 萬
Codex Capital, L.L.C.21,000$420.6 萬
Handelsinvest Investeringsforvaltning16,351$327.5 萬
Watts Gwilliam & Co., LLC14,570$293.6 萬
Summit Financial Group Inc13,531$271.0 萬
Eudaimonia Advisors LLC11,671$233.8 萬
Winning Points Advisors, LLC10,323$175.6 萬
Pflug Koory, LLC7,777$155.8 萬
Mango Five Family, Inc.7,680$153.8 萬
Objective Capital Management, LLC7,441$149.0 萬
Credential Qtrade Securities Inc.7,132$142.9 萬
BTG Pactual Global Asset Management Ltd6,907$138.3 萬
Cubic Asset Management, LLC6,570$131.6 萬
FirstPurpose Wealth LLC5,854$114.4 萬
Derbend Asset Management5,398$108.1 萬
Centurion Wealth Management LLC5,127$102.7 萬
Benedetti & Gucer, Inc.4,774$95.6 萬
KLR Investment Advisors, LLC4,987$95.1 萬
Eaton Financial Holdings Company, LLC4,499$90.1 萬
ML & R Wealth Management LLC3,903$78.2 萬
Tactive Advisors, LLC3,386$67.8 萬
Keating Wealth Management LLC3,094$62.0 萬
Financial Advisory Group3,091$61.9 萬
Van Leeuwen & Company, LLC2,373$47.5 萬
Norwood Financial Corp2,207$44.2 萬
FSA Wealth Management LLC1,774$35.5 萬
Ratio Wealth Group1,025$20.5 萬
Bromfield Sneider Wealth Advisors290$5.81 萬
Retirement Group, LLC157$3.14 萬