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 |
|---|---|---|---|---|---|
| Tamar Securities, LLC | 2,372 | $48.0 萬 | 0.08% | −287−10.8% | 減碼 |
| Penn Davis McFarland Inc | 2,373 | $48.0 萬 | 0.07% | 00.0% | 不變 |
| Rezny Wealth Management, Inc. | 2,376 | $48.1 萬 | 0.13% | +2,376 | 新進 |
| WCM Investment Management, LLC | 2,416 | $48.1 萬 | 0.00% | +988+69.2% | 加碼 |
| Beacon Capital Management, LLC | 2,380 | $48.1 萬 | 0.09% | −156−6.2% | 減碼 |
| Pitti Group Wealth Management, LLC | 2,837 | $48.3 萬 | 0.53% | +60+2.2% | 加碼 |
| AIMZ Investment Advisors, LLC | 2,389 | $48.3 萬 | 0.17% | −200−7.7% | 減碼 |
| Brightwater Advisory LLC | 2,399 | $48.5 萬 | 0.37% | −416−14.8% | 減碼 |
| Goepper Burkhardt LLC | 2,401 | $48.6 萬 | 0.22% | −3−0.1% | 減碼 |
| Integris Wealth Management, LLC | 2,402 | $48.6 萬 | 0.14% | −130−5.1% | 減碼 |
| Bernardo Wealth Planning LLC | 2,404 | $48.6 萬 | 0.13% | −199−7.6% | 減碼 |
| Williams & Novak, LLC | 2,409 | $48.7 萬 | 0.45% | +2,409 | 新進 |
| CGC Financial Services, LLC | 2,410 | $48.7 萬 | 0.21% | +200+9.0% | 加碼 |
| Private Ocean, LLC | 2,411 | $48.8 萬 | 0.04% | +988+69.4% | 加碼 |
| Sequent Asset Management, LLC | 2,412 | $48.8 萬 | 0.25% | +6+0.2% | 加碼 |
| Hibernia Wealth Partners, LLC | 2,421 | $49.0 萬 | 0.17% | −1,199−33.1% | 減碼 |
| Clearwater Capital Advisors, LLC | 2,425 | $49.1 萬 | 0.05% | +1,125+86.5% | 加碼 |
| Maripau Wealth Management LLC | 2,431 | $49.2 萬 | 0.34% | +933+62.3% | 加碼 |
| Kraematon Investment Advisors, Inc | 2,436 | $49.3 萬 | 0.50% | +13+0.5% | 加碼 |
| Hamilton Capital, LLC | 2,439 | $49.3 萬 | 0.04% | −1,953−44.5% | 減碼 |
| Gentry Private Wealth, LLC | 2,439 | $49.3 萬 | 0.43% | +2,439 | 新進 |
| Murphy Pohlad Asset Management LLC | 2,440 | $49.4 萬 | 0.21% | 00.0% | 不變 |
| Marshall Financial Group LLC | 2,442 | $49.4 萬 | 0.14% | +93+4.0% | 加碼 |
| Francis Financial, Inc. | 2,443 | $49.4 萬 | 0.15% | +401+19.6% | 加碼 |
| Covey Capital Advisors, LLC | 2,450 | $49.6 萬 | 0.57% | 00.0% | 不變 |
| Financial Enhancement Group LLC | 2,387 | $49.6 萬 | 0.08% | −78−3.2% | 減碼 |
| PDT Partners, LLC | 2,457 | $49.7 萬 | 0.05% | +2,457 | 新進 |
| Walker Asset Management, LLC | 2,458 | $49.7 萬 | 0.33% | −16−0.6% | 減碼 |
| Jackson Creek Investment Advisors LLC | 2,470 | $50.0 萬 | 0.18% | −2,897−54.0% | 減碼 |
| Facet Wealth, Inc. | 2,329 | $50.1 萬 | 0.02% | +244+11.7% | 加碼 |
| Schaper Benz & Wise Investment Counsel Inc | 2,480 | $50.2 萬 | 0.04% | +252+11.3% | 加碼 |
| Financial Security Advisor, Inc. | 2,484 | $50.2 萬 | 0.17% | +9+0.4% | 加碼 |
| Garrison Asset Management, LLC | 2,492 | $50.4 萬 | 0.27% | −18−0.7% | 減碼 |
| Arnhold LLC | 2,492 | $50.4 萬 | 0.05% | 00.0% | 不變 |
| Navis Wealth Advisors, LLC | 2,492 | $50.4 萬 | 0.58% | +149+6.4% | 加碼 |
| Lynx Investment Advisory | 2,496 | $50.5 萬 | 0.37% | +2,496 | 新進 |
| Presidio Capital Management, LLC | 2,499 | $50.5 萬 | 0.35% | +420+20.2% | 加碼 |
| Heritage Financial Services, LLC | 2,505 | $50.7 萬 | 0.07% | −110−4.2% | 減碼 |
| NovaPoint Capital, LLC | 2,506 | $50.7 萬 | 0.17% | −386−13.3% | 減碼 |
| Intelligence Driven Advisers, LLC | 2,508 | $50.7 萬 | 0.07% | +360+16.8% | 加碼 |
| Corundum Trust Company, INC | 2,512 | $50.8 萬 | 1.48% | +2,512 | 新進 |
| Contravisory Investment Management, Inc. | 2,522 | $51.0 萬 | 0.11% | −78−3.0% | 減碼 |
| Jackson, Grant Investment Advisers, Inc. | 2,523 | $51.0 萬 | 0.21% | −413−14.1% | 減碼 |
| America First Investment Advisors, LLC | 2,529 | $51.2 萬 | 0.13% | 00.0% | 不變 |
| Cowa, LLC | 2,529 | $51.2 萬 | 0.27% | 00.0% | 不變 |
| Montis Financial, LLC | 2,529 | $51.2 萬 | 0.23% | −10.0% | 減碼 |
| WMG Financial Advisors, LLC | 2,531 | $51.2 萬 | 0.27% | +81+3.3% | 加碼 |
| Bond & Devick Financial Network, Inc. | 2,535 | $51.3 萬 | 0.27% | −200−7.3% | 減碼 |
| Israel Discount Bank of New York | 2,536 | $51.3 萬 | 0.82% | −2,458−49.2% | 減碼 |
| TAGStone Capital, Inc. | 2,535 | $51.3 萬 | 0.29% | +66+2.7% | 加碼 |
| Maiden Cove Capital, LLC | 2,581 | $51.3 萬 | 1.12% | +2,581 | 新進 |
| Wedgewood Investors Inc | 2,543 | $51.4 萬 | 0.61% | +2,543 | 新進 |
| Pine Harbor Wealth Management, LLC | 2,546 | $51.5 萬 | 0.30% | +204+8.7% | 加碼 |
| Wescott Financial Advisory Group, LLC | 2,554 | $51.7 萬 | 0.06% | +94+3.8% | 加碼 |
| Sloy Dahl & Holst, LLC | 2,564 | $51.9 萬 | 0.11% | 00.0% | 不變 |
| CM Wealth Advisors LLC | 2,567 | $51.9 萬 | 0.25% | −5,281−67.3% | 減碼 |
| Abacus Wealth Partners, LLC | 2,569 | $52.0 萬 | 0.09% | −314−10.9% | 減碼 |
| Melfa Wealth Management, LLC | 2,571 | $52.0 萬 | 0.36% | +103+4.2% | 加碼 |
| ICW Investment Advisors LLC | 2,573 | $52.0 萬 | 0.24% | +10.0% | 加碼 |
| HC Advisors, LLC | 2,574 | $52.1 萬 | 0.48% | −474−15.6% | 減碼 |
| Coco Enterprises, LLC | 2,622 | $52.1 萬 | 0.35% | 00.0% | 不變 |
| Obsidian Personal Planning Solutions LLC | 2,585 | $52.3 萬 | 0.32% | +33+1.3% | 加碼 |
| U S Global Investors Inc | 2,600 | $52.6 萬 | 0.05% | −4,200−61.8% | 減碼 |
| Vance Wealth, Inc. | 2,603 | $52.6 萬 | 0.22% | 00.0% | 不變 |
| SFG Wealth Management, LLC. | 2,604 | $52.7 萬 | 0.30% | +2+0.1% | 加碼 |
| Isthmus Partners, LLC | 2,607 | $52.7 萬 | 0.06% | −100−3.7% | 減碼 |
| Vienna Asset Management LLC | 2,611 | $52.8 萬 | 0.44% | +2,611 | 新進 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 2,612 | $52.8 萬 | 0.11% | −38−1.4% | 減碼 |
| Greenland Capital Management LP | 2,612 | $52.8 萬 | 0.11% | +2,612 | 新進 |
| SJS Investment Consulting Inc. | 2,615 | $52.9 萬 | 0.10% | 00.0% | 不變 |
| Harbert Fund Advisors, Inc. | 2,625 | $53.1 萬 | 0.43% | +50+1.9% | 加碼 |
| Schoolcraft Capital LLC | 2,636 | $53.3 萬 | 0.11% | −97−3.5% | 減碼 |
| Brown Wealth Management, LLC | 2,642 | $53.4 萬 | 0.22% | +13+0.5% | 加碼 |
| Marotta Asset Management | 2,602 | $53.5 萬 | 0.11% | +597+29.8% | 加碼 |
| Summitry LLC | 2,644 | $53.5 萬 | 0.03% | −491−15.7% | 減碼 |
| Cherrydale Wealth Management, LLC | 2,647 | $53.5 萬 | 0.23% | +277+11.7% | 加碼 |
| Bridgefront Capital, LLC | 2,650 | $53.6 萬 | 0.22% | +2,650 | 新進 |
| Detalus Advisors, LLC | 2,653 | $53.7 萬 | 0.18% | +871+48.9% | 加碼 |
| Avenue 1 Advisors, LLC | 2,653 | $53.7 萬 | 0.22% | +16+0.6% | 加碼 |
| Independent Family Office, LLC | 2,600 | $53.7 萬 | 0.31% | −822−24.0% | 減碼 |
| MBE Wealth Management, LLC | 2,664 | $53.9 萬 | 0.33% | +815+44.1% | 加碼 |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 2,677 | $54.1 萬 | 0.23% | 00.0% | 不變 |
| Whitaker-Myers Wealth Managers, LTD. | 2,679 | $54.2 萬 | 0.20% | +487+22.2% | 加碼 |
| Merriman Wealth Management, LLC | 2,683 | $54.3 萬 | 0.02% | +14+0.5% | 加碼 |
| TCWP LLC | 2,686 | $54.3 萬 | 1.33% | −21−0.8% | 減碼 |
| Advanced Portfolio Management, LLC | 2,688 | $54.4 萬 | 0.38% | 00.0% | 不變 |
| Garrett Wealth Advisory Group, LLC | 2,694 | $54.5 萬 | 0.20% | +1,186+78.6% | 加碼 |
| FSA Advisors, Inc. | 2,705 | $54.6 萬 | 0.57% | −543−16.7% | 減碼 |
| Horst & Graben Wealth Management LLC | 2,713 | $54.9 萬 | 0.10% | +39+1.5% | 加碼 |
| Peninsula Wealth, LLC | 2,679 | $54.9 萬 | 0.10% | +26+1.0% | 加碼 |
| Ameraudi Asset Management, Inc. | 2,728 | $55.2 萬 | 0.25% | +912+50.2% | 加碼 |
| Reik & Co., LLC | 2,732 | $55.3 萬 | 0.14% | 00.0% | 不變 |
| Apeiron RIA LLC | 2,740 | $55.4 萬 | 0.17% | +6+0.2% | 加碼 |
| Claret Asset Management Corp | 2,755 | $55.7 萬 | 0.10% | +12+0.4% | 加碼 |
| Walkner Condon Financial Advisors LLC | 2,771 | $56.0 萬 | 0.12% | −7,483−73.0% | 減碼 |
| Moody Aldrich Partners LLC | 2,769 | $56.0 萬 | 0.11% | +6+0.2% | 加碼 |
| Godsey & Gibb Associates | 2,770 | $56.0 萬 | 0.06% | −23−0.8% | 減碼 |
| SNS Financial Group, LLC | 2,774 | $56.1 萬 | 0.06% | +254+10.1% | 加碼 |
| Index Fund Advisors, Inc. | 2,783 | $56.3 萬 | 0.03% | +308+12.4% | 加碼 |
| Westwood Wealth Management | 2,787 | $56.4 萬 | 0.22% | 00.0% | 不變 |