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 5,159 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 | 5,159 | $6,437 億 |
| 2026 年第 1 季 | 5,104 | $5,720 億 |
| 2025 年第 4 季 | 5,155 | $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 |
|---|---|---|---|---|---|
| TradeLink Capital LLC | 3,700 | $74.8 萬 | 2.16% | +3,700 | 新進 |
| Diversified Portfolios, Inc. | 3,699 | $74.8 萬 | 0.10% | 00.0% | 不變 |
| Bridgewealth Advisory Group, LLC | 3,702 | $74.9 萬 | 0.33% | +11+0.3% | 加碼 |
| Cottonwood Capital Advisors, LLC | 3,614 | $75.0 萬 | 0.59% | −495−12.0% | 減碼 |
| NCP Inc. | 3,712 | $75.1 萬 | 0.47% | −990−21.1% | 減碼 |
| Single Point Partners, LLC | 3,715 | $75.1 萬 | 1.29% | +38+1.0% | 加碼 |
| Arkfeld Wealth Strategies, L.L.C. | 3,669 | $75.3 萬 | 0.38% | +17+0.5% | 加碼 |
| Portland Global Advisors LLC | 3,725 | $75.3 萬 | 0.10% | 00.0% | 不變 |
| Santori & Peters | 3,727 | $75.4 萬 | 0.32% | −70−1.8% | 減碼 |
| Garde Capital, Inc. | 3,729 | $75.4 萬 | 0.05% | −274−6.8% | 減碼 |
| Hourglass Capital, LLC | 3,735 | $75.5 萬 | 0.22% | +25+0.7% | 加碼 |
| Fiera Capital Corp | 3,738 | $75.6 萬 | 0.00% | +63+1.7% | 加碼 |
| Gries Financial LLC | 3,742 | $75.7 萬 | 0.16% | −3,923−51.2% | 減碼 |
| M3 Advisory Group, LLC | 3,744 | $75.7 萬 | 0.62% | +155+4.3% | 加碼 |
| Newbridge Financial Services Group, Inc. | 3,749 | $75.8 萬 | 0.28% | −268−6.7% | 減碼 |
| Dougherty Wealth Advisers LLC | 3,749 | $75.8 萬 | 0.66% | +75+2.0% | 加碼 |
| Maltin Wealth Management, Inc. | 3,752 | $75.9 萬 | 0.41% | +5+0.1% | 加碼 |
| Prostatis Group LLC | 3,763 | $76.1 萬 | 0.27% | +774+25.9% | 加碼 |
| Lifeworks Advisors, LLC | 3,776 | $76.4 萬 | 0.21% | −1,105−22.6% | 減碼 |
| Tillman Hartley LLC | 3,779 | $76.4 萬 | 0.26% | 00.0% | 不變 |
| WealthTrust Asset Management, LLC | 3,783 | $76.5 萬 | 0.56% | +8+0.2% | 加碼 |
| Impact Partnership Wealth, LLC | 3,793 | $76.7 萬 | 0.20% | +3,413+898.2% | 加碼 |
| GenTrust, LLC | 3,798 | $76.8 萬 | 0.04% | +913+31.6% | 加碼 |
| Oberweis Asset Management Inc | 3,807 | $77.0 萬 | 0.05% | +3+0.1% | 加碼 |
| LCM Capital Management Inc | 3,811 | $77.1 萬 | 0.48% | 00.0% | 不變 |
| Ruggaard & Associates LLC | 3,819 | $77.2 萬 | 0.36% | 00.0% | 不變 |
| Total Investment Management Inc | 3,831 | $77.5 萬 | 0.10% | −9−0.2% | 減碼 |
| Howard Wealth Management, LLC | 3,837 | $77.6 萬 | 0.61% | −60−1.5% | 減碼 |
| Semus Wealth Partners LLC | 3,843 | $77.7 萬 | 0.60% | +64+1.7% | 加碼 |
| Seeds Investor LLC | 3,849 | $77.9 萬 | 0.40% | +421+12.3% | 加碼 |
| Dark Forest Capital Management LP | 3,854 | $78.0 萬 | 0.14% | +3,854 | 新進 |
| Cape Investment Advisory, Inc. | 3,866 | $78.2 萬 | 0.35% | −459−10.6% | 減碼 |
| Carrera Capital Advisors | 3,891 | $78.7 萬 | 0.26% | +3,891 | 新進 |
| Mach-1 Financial Group, Inc. | 3,884 | $78.7 萬 | 0.55% | +194+5.3% | 加碼 |
| Old North State Trust, LLC | 3,900 | $78.9 萬 | 0.68% | 00.0% | 不變 |
| TSFG, LLC | 3,899 | $78.9 萬 | 0.18% | +75+2.0% | 加碼 |
| GenWealth Group, Inc. | 3,912 | $79.1 萬 | 0.19% | −10−0.3% | 減碼 |
| Essex Investment Management Co LLC | 3,912 | $79.1 萬 | 0.15% | 00.0% | 不變 |
| Auto-Owners Insurance Co | 3,915 | $79.2 萬 | 0.02% | 00.0% | 不變 |
| Legacy Financial Strategies, LLC | 3,801 | $79.3 萬 | 0.19% | +525+16.0% | 加碼 |
| Arthur M. Cohen & Associates, LLC | 3,931 | $79.5 萬 | 0.15% | −99−2.5% | 減碼 |
| IVC Wealth Advisors LLC | 3,935 | $79.6 萬 | 0.45% | −15−0.4% | 減碼 |
| Tyler-Stone Wealth Management | 3,938 | $79.6 萬 | 0.33% | −172−4.2% | 減碼 |
| McAdam, LLC | 3,939 | $79.7 萬 | 0.05% | +456+13.1% | 加碼 |
| Thomas Story & Son LLC | 3,940 | $79.7 萬 | 0.34% | 00.0% | 不變 |
| Ironwood Investment Management LLC | 3,954 | $80.0 萬 | 0.43% | −5,800−59.5% | 減碼 |
| Waterway Wealth Management, LLC | 3,955 | $80.0 萬 | 0.39% | +811+25.8% | 加碼 |
| Vantage Financial Partners, LLC | 3,955 | $80.0 萬 | 0.21% | −31−0.8% | 減碼 |
| Sterling Group Wealth Management, LLC | 3,978 | $80.5 萬 | 0.46% | +3,978 | 新進 |
| American Capital Advisory, LLC | 4,731 | $80.5 萬 | 0.58% | +668+16.4% | 加碼 |
| LWMG, LLC | 3,985 | $80.6 萬 | 0.17% | −10−0.3% | 減碼 |
| Harbor Group, Inc. | 3,987 | $80.7 萬 | 0.21% | −10.0% | 減碼 |
| Security National Bank of So Dak | 4,011 | $81.1 萬 | 0.49% | 00.0% | 不變 |
| Holistic Planning, LLC | 4,052 | $81.2 萬 | 0.62% | 00.0% | 不變 |
| Whalen Wealth Management Inc. | 4,021 | $81.3 萬 | 0.64% | −14−0.3% | 減碼 |
| Taylor Financial Group, Inc. | 4,041 | $81.7 萬 | 0.63% | 00.0% | 不變 |
| Black Swift Group, LLC | 4,050 | $81.9 萬 | 0.19% | −11,573−74.1% | 減碼 |
| Castleview Partners, LLC | 4,052 | $82.0 萬 | 0.47% | −286−6.6% | 減碼 |
| Investmark Advisory Group LLC | 4,061 | $82.1 萬 | 0.44% | −21−0.5% | 減碼 |
| Horizon Kinetics Asset Management LLC | 4,067 | $82.3 萬 | 0.01% | −392−8.8% | 減碼 |
| Quantum Private Wealth, LLC | 4,069 | $82.3 萬 | 0.29% | +340+9.1% | 加碼 |
| Wimmer Associates 1, LLC | 4,074 | $82.4 萬 | 0.42% | −81−1.9% | 減碼 |
| Clearview Wealth Advisors LLC | 4,077 | $82.5 萬 | 0.72% | −180−4.2% | 減碼 |
| Kaydan Wealth Management, Inc. | 4,081 | $82.5 萬 | 0.29% | +88+2.2% | 加碼 |
| Warren Street Wealth Advisors, LLC | 4,097 | $82.9 萬 | 0.41% | +30+0.7% | 加碼 |
| BIT Capital GmbH | 4,101 | $82.9 萬 | 0.08% | −33,083−89.0% | 減碼 |
| Gibbs Wealth Management | 4,101 | $82.9 萬 | 0.34% | +812+24.7% | 加碼 |
| Garden State Investment Advisory Services LLC | 4,093 | $83.0 萬 | 0.29% | +191+4.9% | 加碼 |
| AXS Investments LLC | 4,110 | $83.1 萬 | 0.23% | −927−18.4% | 減碼 |
| Armstrong Advisory Group, Inc | 4,121 | $83.4 萬 | 0.07% | +522+14.5% | 加碼 |
| Summa Corp. | 4,132 | $83.6 萬 | 0.41% | −65−1.5% | 減碼 |
| CMG Global Holdings, LLC | 4,138 | $83.7 萬 | 0.55% | −21−0.5% | 減碼 |
| S.A. Mason LLC | 4,155 | $84.0 萬 | 0.48% | +246+6.3% | 加碼 |
| GGM Financials LLC | 4,160 | $84.1 萬 | 0.77% | +4,160 | 新進 |
| Ellevest, Inc. | 4,160 | $84.1 萬 | 0.05% | −774−15.7% | 減碼 |
| CJM Wealth Advisers, Ltd. | 4,112 | $84.5 萬 | 0.31% | −396−8.8% | 減碼 |
| Goldstein Advisors, LLC | 4,181 | $84.6 萬 | 0.14% | +164+4.1% | 加碼 |
| Robinson Smith Wealth Advisors LLC | 4,182 | $84.6 萬 | 0.74% | +1,006+31.7% | 加碼 |
| Curated Wealth Partners LLC | 4,184 | $84.6 萬 | 0.12% | +4,184 | 新進 |
| Walden Wealth Partners LLC | 4,193 | $84.8 萬 | 0.47% | 00.0% | 不變 |
| Custom Index Systems, LLC | 4,200 | $84.9 萬 | 0.49% | +762+22.2% | 加碼 |
| Davidson Investment Advisors | 4,203 | $85.0 萬 | 0.04% | −285−6.4% | 減碼 |
| S. R. Schill & Associates | 4,204 | $85.0 萬 | 0.37% | +9+0.2% | 加碼 |
| Archetype Wealth Partners | 4,209 | $85.1 萬 | 0.14% | −325−7.2% | 減碼 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,206 | $85.1 萬 | 0.09% | −2,026−32.5% | 減碼 |
| Ssi Investment Management LLC | 4,212 | $85.2 萬 | 0.07% | −5−0.1% | 減碼 |
| R.H. Dinel Investment Counsel, Inc. | 4,217 | $85.3 萬 | 0.55% | 00.0% | 不變 |
| Cavalier Investments, LLC | 4,230 | $85.6 萬 | 0.26% | +124+3.0% | 加碼 |
| Harvest Investment Services, LLC | 4,241 | $85.8 萬 | 0.34% | −359−7.8% | 減碼 |
| Michael B. Yongue | 4,242 | $85.8 萬 | 0.74% | −170−3.9% | 減碼 |
| Maia Wealth LLC | 4,088 | $85.9 萬 | 0.26% | +4,088 | 新進 |
| New Vernon Investment Management LLC | 4,253 | $86.0 萬 | 1.12% | 00.0% | 不變 |
| Watershed Private Wealth LLC | 4,257 | $86.1 萬 | 0.37% | +9+0.2% | 加碼 |
| Retirement Planning Co of New England, Inc. | 4,263 | $86.2 萬 | 0.47% | −162−3.7% | 減碼 |
| GPS Wealth Strategies Group, LLC | 4,266 | $86.3 萬 | 0.13% | +91+2.2% | 加碼 |
| Spotlight Asset Group, Inc. | 4,268 | $86.3 萬 | 0.60% | +291+7.3% | 加碼 |
| Hassell Wealth Management, LLC | 4,012 | $86.3 萬 | 0.39% | 00.0% | 不變 |
| Center For Asset Management LLC | 4,297 | $86.9 萬 | 0.57% | +4,297 | 新進 |
| Affinity Capital Advisors, LLC | 4,300 | $87.0 萬 | 0.18% | −10−0.2% | 減碼 |
| TCM Advisors, LLC | – | $87.0 萬 | 0.76% | – | – |