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。
2024 年第 2 季 13F 持有人
JPMorgan Chase & Co 在 2024/6/30 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
- 4,181
- 較 2024 年第 1 季 +112 家
- 持有股數
- 20.6 億
- 較 2024 年第 1 季 −576.9 萬 (−0.3%)
- 總市值
- $4,162 億
- 較 2024 年第 1 季 +$34.0 億 (+0.8%)
- 新進機構
- 201
- 另有 1,741 家加碼
- 清倉機構
- 89
- 另有 1,813 家減碼
另有 51 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 | 5,158 | $6,437 億 |
| 2026 年第 1 季 | 5,103 | $5,720 億 |
| 2025 年第 4 季 | 5,154 | $6,395 億 |
| 2025 年第 3 季 | 4,765 | $6,180 億 |
| 2025 年第 2 季 | 4,752 | $5,824 億 |
| 2025 年第 1 季 | 4,679 | $4,946 億 |
| 2024 年第 4 季 | 4,680 | $4,900 億 |
| 2024 年第 3 季 | 4,215 | $4,294 億 |
| 2024 年第 2 季 | 4,181 | $4,162 億 |
| 2024 年第 1 季 | 4,120 | $4,145 億 |
| 2023 年第 4 季 | 4,001 | $3,518 億 |
| 2023 年第 3 季 | 3,710 | $2,970 億 |
| 2023 年第 2 季 | 3,672 | $2,976 億 |
| 2023 年第 1 季 | 3,612 | $2,663 億 |
| 2022 年第 4 季 | 3,628 | $2,783 億 |
| 2022 年第 3 季 | 3,395 | $2,129 億 |
| 2022 年第 2 季 | 3,427 | $2,293 億 |
| 2022 年第 1 季 | 3,519 | $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 2 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 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Insight 2811, Inc. | 3,186 | $64.4 萬 | 0.33% | 00.0% | 不變 |
| Cable Hill Partners, LLC | 3,195 | $64.6 萬 | 0.07% | +3,195 | 新進 |
| Mattern Capital Management, LLC | 3,195 | $64.6 萬 | 0.09% | +553+20.9% | 加碼 |
| Whelan Financial | 3,199 | $64.7 萬 | 0.29% | +97+3.1% | 加碼 |
| Options Solutions, LLC | 3,200 | $64.7 萬 | 0.39% | −40−1.2% | 減碼 |
| Outlook Wealth Advisors, LLC | 3,208 | $64.9 萬 | 0.31% | +2,030+172.3% | 加碼 |
| Wolff Financial Management LLC | 3,209 | $64.9 萬 | 0.48% | 00.0% | 不變 |
| GSG Advisors LLC | 3,168 | $65.1 萬 | 0.23% | −289−8.4% | 減碼 |
| Unionview, LLC | 3,221 | $65.1 萬 | 0.53% | −50−1.5% | 減碼 |
| Deltec Asset Management LLC | 3,225 | $65.2 萬 | 0.12% | 00.0% | 不變 |
| Laidlaw Wealth Management LLC | 3,229 | $65.3 萬 | 0.36% | −719−18.2% | 減碼 |
| Abound Wealth Management | 3,236 | $65.4 萬 | 0.24% | +1,788+123.5% | 加碼 |
| Cooper/Haims Advisors, LLC | 3,239 | $65.5 萬 | 0.37% | +319+10.9% | 加碼 |
| Consilio Wealth Advisors, LLC | 3,243 | $65.5 萬 | 0.29% | +98+3.1% | 加碼 |
| Davies Financial Advisors, Inc. | 3,240 | $65.5 萬 | 0.61% | +381+13.3% | 加碼 |
| Sweet Financial Partners, LLC | 3,241 | $65.6 萬 | 0.15% | −136−4.0% | 減碼 |
| Opus Capital Group, LLC | 3,246 | $65.6 萬 | 0.09% | +770+31.1% | 加碼 |
| Acorn Creek Capital LLC | 3,250 | $65.7 萬 | 0.39% | +92+2.9% | 加碼 |
| Ariston Services Group | 3,250 | $65.7 萬 | 0.63% | −26−0.8% | 減碼 |
| Ehrlich Financial Group | 3,275 | $66.2 萬 | 0.52% | −14−0.4% | 減碼 |
| ZRC Wealth Management, LLC | 3,279 | $66.3 萬 | 0.31% | +10.0% | 加碼 |
| Mayport, LLC | 3,284 | $66.4 萬 | 0.24% | +601+22.4% | 加碼 |
| Lockerman Financial Group, Inc. | 3,285 | $66.4 萬 | 1.21% | −8−0.2% | 減碼 |
| Creekside Partners | 3,286 | $66.5 萬 | 0.37% | +3,286 | 新進 |
| Pasadena Private Wealth, LLC | 3,288 | $66.5 萬 | 0.15% | −75−2.2% | 減碼 |
| BIP Wealth, LLC | 3,297 | $66.7 萬 | 0.05% | −769−18.9% | 減碼 |
| Hamilton Wealth, LLC | 3,299 | $66.7 萬 | 0.18% | 00.0% | 不變 |
| Pacific Center for Financial Services | 3,300 | $66.8 萬 | 0.19% | +2+0.1% | 加碼 |
| Concorde Asset Management, LLC | 3,303 | $66.8 萬 | 0.41% | −624−15.9% | 減碼 |
| Altus Wealth Management, LLC | 3,313 | $67.0 萬 | 0.32% | +30+0.9% | 加碼 |
| Tudor Investment Corp Et Al | 3,317 | $67.1 萬 | 0.01% | +3,317 | 新進 |
| Guardian Asset Advisors, LLC | 3,317 | $67.2 萬 | 0.49% | +782+30.8% | 加碼 |
| Levy Wealth Management Group, LLC | 3,326 | $67.3 萬 | 0.17% | +193+6.2% | 加碼 |
| Vista Capital Partners, Inc. | 3,334 | $67.4 萬 | 0.08% | +282+9.2% | 加碼 |
| Vanguard Capital Wealth Advisors | 3,358 | $67.9 萬 | 0.46% | +7+0.2% | 加碼 |
| Koss-Olinger Consulting, LLC | 3,363 | $68.0 萬 | 0.06% | +3,363 | 新進 |
| Fountainhead AM, LLC | 3,363 | $68.0 萬 | 0.16% | −9−0.3% | 減碼 |
| Basepoint Wealth LLC | 3,373 | $68.2 萬 | 0.54% | −67−1.9% | 減碼 |
| Laraway Financial Inc | 3,373 | $68.2 萬 | 0.58% | 00.0% | 不變 |
| OneAscent Wealth Management LLC | 3,375 | $68.3 萬 | 0.36% | −135−3.8% | 減碼 |
| 49 Wealth Management, LLC | 3,326 | $68.3 萬 | 0.13% | +1,232+58.8% | 加碼 |
| Atticus Wealth Management, LLC | 3,379 | $68.3 萬 | 0.22% | +241+7.7% | 加碼 |
| Glass Wealth Management Co LLC | 3,379 | $68.3 萬 | 0.40% | 00.0% | 不變 |
| Prosperity Wealth Management, Inc. | 3,380 | $68.4 萬 | 0.34% | −8−0.2% | 減碼 |
| Henrickson Nauta Wealth Advisors, Inc. | 3,391 | $68.6 萬 | 0.29% | 00.0% | 不變 |
| Carmel Capital Partners, LLC | 3,416 | $69.1 萬 | 0.29% | +83+2.5% | 加碼 |
| FDx Advisors, Inc. | 3,416 | $69.1 萬 | 0.19% | −8,896−72.3% | 減碼 |
| Invenio Wealth Partners LLC | 3,419 | $69.2 萬 | 0.34% | −182−5.1% | 減碼 |
| Safeguard Financial, LLC | 3,419 | $69.2 萬 | 0.19% | +2,046+149.0% | 加碼 |
| HTG Investment Advisors, Inc. | 3,437 | $69.5 萬 | 0.37% | +34+1.0% | 加碼 |
| LongView Wealth Management | 3,443 | $69.6 萬 | 0.26% | −112−3.2% | 減碼 |
| Dogwood Wealth Management LLC | 3,444 | $69.7 萬 | 0.43% | +828+31.7% | 加碼 |
| Grey Fox Wealth Advisors, LLC | 3,448 | $69.7 萬 | 0.25% | −131−3.7% | 減碼 |
| Ascension Asset Management LLC | 3,450 | $69.8 萬 | 0.37% | −330−8.7% | 減碼 |
| Per Stirling Capital Management, LLC. | 3,456 | $69.9 萬 | 0.11% | −561−14.0% | 減碼 |
| Capital Management Associates, Inc | 3,458 | $69.9 萬 | 0.42% | −197−5.4% | 減碼 |
| Kirtland Hills Capital Management, LLC | 4,786 | $70.0 萬 | 0.58% | +570+13.5% | 加碼 |
| Sierra Capital LLC | 3,471 | $70.2 萬 | 0.09% | −1,125−24.5% | 減碼 |
| Bank & Trust Co | 3,472 | $70.2 萬 | 0.60% | +3,472 | 新進 |
| Advance Capital Management, Inc. | 3,475 | $70.3 萬 | 0.03% | +47+1.4% | 加碼 |
| Nebula Research & Development LLC | 3,475 | $70.3 萬 | 0.11% | +3,475 | 新進 |
| AMJ Financial Wealth Management | 3,477 | $70.3 萬 | 0.22% | +585+20.2% | 加碼 |
| Cascade Investment Advisors, Inc. | 3,478 | $70.4 萬 | 0.47% | −15−0.4% | 減碼 |
| Braun-Bostich & Associates Inc. | 3,482 | $70.4 萬 | 0.52% | +315+9.9% | 加碼 |
| Wallington Asset Management, LLC | 3,494 | $70.7 萬 | 0.11% | −10−0.3% | 減碼 |
| WJ Interests, LLC | 3,498 | $70.8 萬 | 0.35% | +3,498 | 新進 |
| Keating Investment Counselors Inc | 3,500 | $70.8 萬 | 0.23% | +575+19.7% | 加碼 |
| Operose Advisors LLC | 3,523 | $71.3 萬 | 0.25% | −483−12.1% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 3,529 | $71.4 萬 | 0.00% | 00.0% | 不變 |
| Bright Futures Wealth Management, LLC. | 3,586 | $71.4 萬 | 0.39% | +22+0.6% | 加碼 |
| Northstar Group, Inc. | 3,534 | $71.5 萬 | 0.14% | −250−6.6% | 減碼 |
| Stonekeep Investments, LLC | 3,536 | $71.5 萬 | 0.58% | +3,536 | 新進 |
| Silverlake Wealth Management LLC | 3,538 | $71.5 萬 | 0.29% | −165−4.5% | 減碼 |
| Up Strategic Wealth Investment Advisors LLC | 3,545 | $71.7 萬 | 1.09% | +175+5.2% | 加碼 |
| Vawter Financial, Ltd. | 3,550 | $71.8 萬 | 0.49% | +829+30.5% | 加碼 |
| Magnolia Capital Management Ltd | 3,575 | $72.3 萬 | 0.61% | +250+7.5% | 加碼 |
| Joule Financial, LLC | 3,576 | $72.3 萬 | 0.29% | −4,935−58.0% | 減碼 |
| Willis Johnson & Associates, Inc. | 3,578 | $72.4 萬 | 0.06% | +639+21.7% | 加碼 |
| Weaver Consulting Group | 3,580 | $72.4 萬 | 0.25% | +584+19.5% | 加碼 |
| Ibex Wealth Advisors | 3,582 | $72.4 萬 | 0.11% | +3,582 | 新進 |
| Arkansas Financial Group, Inc. | 3,591 | $72.6 萬 | 0.13% | −131−3.5% | 減碼 |
| Holland Advisory Services, Inc. | 3,592 | $72.6 萬 | 0.90% | +2+0.1% | 加碼 |
| Mayfair Advisory Group, LLC | 3,547 | $72.7 萬 | 0.49% | +384+12.1% | 加碼 |
| Strategic Family Wealth Counselors, L.L.C. | 3,603 | $72.9 萬 | 0.28% | +47+1.3% | 加碼 |
| RBA Wealth Management, LLC | 3,614 | $73.1 萬 | 0.29% | −47−1.3% | 減碼 |
| Burkett Financial Services, LLC | 3,625 | $73.3 萬 | 0.38% | −6−0.2% | 減碼 |
| Mosley Wealth Management | 3,628 | $73.4 萬 | 0.62% | −445−10.9% | 減碼 |
| Nottingham Advisors, Inc. | 3,628 | $73.4 萬 | 0.09% | −173−4.6% | 減碼 |
| Ariadne Wealth Management, LP | 3,639 | $73.6 萬 | 0.65% | +3,639 | 新進 |
| 1858 Wealth Management, LLC | 3,645 | $73.7 萬 | 0.61% | +956+35.6% | 加碼 |
| 1776 Wealth LLC | 3,649 | $73.8 萬 | 0.33% | +166+4.8% | 加碼 |
| Williamson Legacy Group, LLC | 3,655 | $73.9 萬 | 0.55% | +581+18.9% | 加碼 |
| Salomon & Ludwin, LLC | 3,656 | $73.9 萬 | 0.08% | −2,519−40.8% | 減碼 |
| Wellspring Financial Advisors, LLC | 3,675 | $74.3 萬 | 0.10% | +403+12.3% | 加碼 |
| Paragon Capital Management Ltd | 3,682 | $74.5 萬 | 0.14% | −5−0.1% | 減碼 |
| Meridian Financial, LLC | 3,685 | $74.5 萬 | 0.54% | −25−0.7% | 減碼 |
| Northwest Investment Counselors, LLC | 3,686 | $74.6 萬 | 0.19% | +374+11.3% | 加碼 |
| Rede Wealth, LLC | 3,692 | $74.7 萬 | 0.69% | −2−0.1% | 減碼 |
| Reston Wealth Management LLC | 3,696 | $74.7 萬 | 0.30% | −985−21.0% | 減碼 |
| Tanager Wealth Management LLP | 3,697 | $74.8 萬 | 0.11% | −4,814−56.6% | 減碼 |