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 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 | 5,157 | $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 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 |
|---|---|---|---|---|---|
| RVW Wealth, LLC | 1,282 | $25.9 萬 | 0.03% | +1,282 | 新進 |
| Covestor Ltd | 1,284 | $26.0 萬 | 0.17% | −630−32.9% | 減碼 |
| Eaton-Cambridge Inc. | 1,286 | $26.0 萬 | 0.13% | −3−0.2% | 減碼 |
| FOCUS Wealth Advisors, LLC | 1,286 | $26.0 萬 | 0.13% | +175+15.8% | 加碼 |
| ZynergyRetirementPlanningLLC | 1,289 | $26.1 萬 | 0.20% | +1,289 | 新進 |
| Madrona Financial Services, LLC | 1,290 | $26.1 萬 | 0.08% | −11−0.8% | 減碼 |
| AJOVista, LLC | 1,291 | $26.1 萬 | 0.75% | 00.0% | 不變 |
| Continuum Wealth Advisors, LLC | 1,292 | $26.1 萬 | 0.14% | −244−15.9% | 減碼 |
| Tuttle Tactical Management | 1,292 | $26.2 萬 | 1.57% | +1,292 | 新進 |
| Mountain Capital Investment Advisors, Inc | 1,247 | $26.2 萬 | 0.06% | +1,247 | 新進 |
| Coyle Financial Counsel LLC | 1,309 | $26.2 萬 | 0.09% | 00.0% | 不變 |
| Vima LLC | 1,299 | $26.3 萬 | 0.58% | +1,299 | 新進 |
| Park Circle Co | 1,300 | $26.3 萬 | 0.26% | 00.0% | 不變 |
| Edmp, Inc. | 1,301 | $26.3 萬 | 0.24% | −36−2.7% | 減碼 |
| BCM Advisors, LLC | 1,265 | $26.3 萬 | 0.06% | +30+2.4% | 加碼 |
| Essential Planning, LLC. | 1,302 | $26.3 萬 | 0.12% | −232−15.1% | 減碼 |
| Enzi Wealth | 1,288 | $26.4 萬 | 0.12% | +105+8.9% | 加碼 |
| Manatuck Hill Partners, LLC | 1,305 | $26.4 萬 | 0.12% | 00.0% | 不變 |
| Dentgroup LLC | 1,306 | $26.4 萬 | 0.21% | +7+0.5% | 加碼 |
| Hobbs Group Advisors, LLC | 1,307 | $26.4 萬 | 0.10% | +1,307 | 新進 |
| Crane Advisory, LLC | 1,291 | $26.4 萬 | 0.05% | +51+4.1% | 加碼 |
| Joseph P. Lucia & Associates, LLC | 1,310 | $26.5 萬 | 0.14% | 00.0% | 不變 |
| KWMG, LLC | 1,311 | $26.5 萬 | 0.03% | −43−3.2% | 減碼 |
| Riggs Asset Managment Co. Inc. | 1,311 | $26.5 萬 | 0.08% | +726+124.1% | 加碼 |
| Western Pacific Wealth Management, LP | 1,316 | $26.6 萬 | 0.20% | −41−3.0% | 減碼 |
| Sterling Manor Financial, LLC | 1,316 | $26.6 萬 | 0.20% | 00.0% | 不變 |
| Valtinson Bruner Financial Planning LLC | 1,323 | $26.7 萬 | 0.11% | +15+1.1% | 加碼 |
| FFT Wealth Management LLC | 1,326 | $26.8 萬 | 0.02% | −164−11.0% | 減碼 |
| Scott Capital Advisors, LLC | 1,292 | $26.8 萬 | 0.08% | −10−0.8% | 減碼 |
| Fortress Wealth Management, Inc. | 1,331 | $26.9 萬 | 0.14% | +1+0.1% | 加碼 |
| Flower City Capital | 1,331 | $26.9 萬 | 0.17% | −34−2.5% | 減碼 |
| Golden Road Advisors LLC | 1,302 | $27.0 萬 | 0.22% | −2−0.2% | 減碼 |
| Cadent Capital Advisors, LLC | 1,337 | $27.0 萬 | 0.11% | +3+0.2% | 加碼 |
| Oak Ridge Investments LLC | 1,340 | $27.1 萬 | 0.03% | +253+23.3% | 加碼 |
| AFS Financial Group, LLC | 1,349 | $27.3 萬 | 3.65% | −1,012−42.9% | 減碼 |
| Kennedy Capital Management, Inc. | 1,354 | $27.4 萬 | 0.01% | 00.0% | 不變 |
| Lawson Kroeker Investment Management Inc | 1,357 | $27.4 萬 | 0.05% | +1,357 | 新進 |
| Halter Ferguson Financial Inc. | 1,358 | $27.5 萬 | 0.20% | −356−20.8% | 減碼 |
| Adamsbrown Wealth Consultants LLC | 1,359 | $27.5 萬 | 0.11% | +2+0.1% | 加碼 |
| Ascension Capital Advisors, Inc. | 1,363 | $27.6 萬 | 0.15% | 00.0% | 不變 |
| Keystone Financial Planning, Inc. | 1,365 | $27.6 萬 | 0.09% | 00.0% | 不變 |
| Yoder Wealth Management, Inc. | 1,369 | $27.7 萬 | 0.18% | −18−1.3% | 減碼 |
| Rather & Kittrell, Inc. | 1,370 | $27.7 萬 | 0.08% | −20−1.4% | 減碼 |
| Southern Capital Advisors, LLC | 1,375 | $27.8 萬 | 0.17% | −62−4.3% | 減碼 |
| Avondale Wealth Management | 1,375 | $27.8 萬 | 0.19% | 00.0% | 不變 |
| Towerpoint Wealth, LLC | 1,379 | $27.9 萬 | 0.14% | +246+21.7% | 加碼 |
| Quad-Cities Investment Group, LLC | 1,379 | $27.9 萬 | 0.15% | +1+0.1% | 加碼 |
| Bank Pictet & Cie (Asia) Ltd | 1,380 | $27.9 萬 | 0.09% | 00.0% | 不變 |
| Bensler, LLC | 1,385 | $28.0 萬 | 0.04% | +3+0.2% | 加碼 |
| Northern Capital Management, Inc. | 1,385 | $28.0 萬 | 0.19% | −14−1.0% | 減碼 |
| Sicart Associates LLC | 1,385 | $28.0 萬 | 0.11% | 00.0% | 不變 |
| PPS&V Asset Management Consultants, Inc. | 1,389 | $28.1 萬 | 0.20% | +1+0.1% | 加碼 |
| Mainsail Asset Management, LLC | 1,394 | $28.2 萬 | 0.22% | 00.0% | 不變 |
| Sterling Investment Management, Inc. | 1,398 | $28.3 萬 | 0.21% | 00.0% | 不變 |
| Epic Trust Investment Advisors, LLC | 1,398 | $28.3 萬 | 0.31% | +164+13.3% | 加碼 |
| Acas, LLC | 1,329 | $28.3 萬 | 0.25% | −134−9.2% | 減碼 |
| UMA Financial Services, Inc. | 1,326 | $28.3 萬 | 0.05% | 00.0% | 不變 |
| Naples Money Management LLC | 1,380 | $28.4 萬 | 0.24% | 00.0% | 不變 |
| Verity Asset Management, Inc. | 1,405 | $28.4 萬 | 0.11% | −4−0.3% | 減碼 |
| Annapolis Financial Services, LLC | 1,409 | $28.5 萬 | 0.09% | +2+0.1% | 加碼 |
| IMZ Advisory Inc | 1,411 | $28.5 萬 | 0.14% | +9+0.6% | 加碼 |
| Members Wealth LLC | 1,012 | $28.6 萬 | 0.19% | +1,012 | 新進 |
| Lountzis Asset Management, LLC | 1,415 | $28.6 萬 | 0.13% | 00.0% | 不變 |
| Sebold Capital Management, Inc. | 1,426 | $28.8 萬 | 0.20% | −84−5.6% | 減碼 |
| Burns Matteson Capital Management, LLC | 1,429 | $28.9 萬 | 0.18% | +351+32.6% | 加碼 |
| Gibson Capital, LLC | 1,432 | $29.0 萬 | 0.06% | 00.0% | 不變 |
| Pring Turner Capital Group Inc | 1,440 | $29.1 萬 | 0.20% | +432+42.9% | 加碼 |
| New England Professional Planning Group Inc. | 1,441 | $29.1 萬 | 0.15% | −4−0.3% | 減碼 |
| Nova R Wealth, Inc. | 1,443 | $29.2 萬 | 0.15% | +6+0.4% | 加碼 |
| Blue Investment Partners LLC | 1,443 | $29.2 萬 | 0.13% | 00.0% | 不變 |
| Dravo Bay LLC | 1,446 | $29.2 萬 | 0.16% | 00.0% | 不變 |
| Silverberg Bernstein Capital Management LLC | 1,449 | $29.3 萬 | 0.28% | 00.0% | 不變 |
| Basso Capital Management, L.P. | 1,451 | $29.3 萬 | 0.26% | 00.0% | 不變 |
| SMART Wealth LLC | 1,452 | $29.4 萬 | 0.12% | +261+21.9% | 加碼 |
| Whitcomb & Hess, Inc. | 1,452 | $29.4 萬 | 0.09% | −1,099−43.1% | 減碼 |
| Clarus Wealth Advisors | 1,418 | $29.5 萬 | 0.16% | −60−4.1% | 減碼 |
| FWL Investment Management, LLC | 1,459 | $29.5 萬 | 0.15% | +510+53.7% | 加碼 |
| Elite Life Management LLC | 1,461 | $29.5 萬 | 1.15% | +56+4.0% | 加碼 |
| AlphaMark Advisors, LLC | 1,465 | $29.6 萬 | 0.10% | 00.0% | 不變 |
| Paragon Capital Management LLC | 1,473 | $29.8 萬 | 0.16% | +67+4.8% | 加碼 |
| Highlander Partners, L.P. | 1,500 | $30.0 萬 | 0.20% | 00.0% | 不變 |
| Family Investment Center, Inc. | 1,484 | $30.0 萬 | 0.09% | 00.0% | 不變 |
| Paragon Financial Partners, Inc. | 1,484 | $30.0 萬 | 0.23% | −71−4.6% | 減碼 |
| LFA - Lugano Financial Advisors SA | 1,490 | $30.1 萬 | 0.23% | 00.0% | 不變 |
| Peterson Wealth Advisors, LLC | 1,492 | $30.2 萬 | 0.06% | +54+3.8% | 加碼 |
| Seed Wealth Management, Inc. | 1,496 | $30.3 萬 | 0.26% | 00.0% | 不變 |
| O'Neil Global Advisors, Inc. | 1,500 | $30.3 萬 | 0.14% | +1,500 | 新進 |
| Bourne Lent Asset Management Inc | 1,500 | $30.3 萬 | 0.12% | 00.0% | 不變 |
| Curtis Advisory Group, LLC | 1,500 | $30.3 萬 | 0.11% | 00.0% | 不變 |
| Gouws Capital LLC | 1,500 | $30.3 萬 | 0.22% | 00.0% | 不變 |
| Absolute Gestao de Investimentos Ltda. | 1,500 | $30.3 萬 | 0.16% | +1,500 | 新進 |
| Barings LLC | 1,508 | $30.5 萬 | 0.01% | 00.0% | 不變 |
| RS Crum Inc. | 1,509 | $30.5 萬 | 0.08% | +1,509 | 新進 |
| Cumberland Advisors Inc | 1,510 | $30.5 萬 | 0.13% | −15,180−91.0% | 減碼 |
| Heritage Wealth Management, Inc./Texas | 1,511 | $30.6 萬 | 0.19% | +1,511 | 新進 |
| Trevian Wealth Management LLC | 1,511 | $30.6 萬 | 1.52% | 00.0% | 不變 |
| OMNI 360 Wealth, Inc. | 1,513 | $30.6 萬 | 0.23% | +45+3.1% | 加碼 |
| Cascade Wealth Advisors, Inc | 1,468 | $30.6 萬 | 0.23% | 00.0% | 不變 |
| Cambridge Financial Group, LLC | 1,519 | $30.7 萬 | 0.14% | +49+3.3% | 加碼 |
| Dodds Wealth, LLC | 1,483 | $30.8 萬 | 0.12% | +200+15.6% | 加碼 |