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 |
|---|---|---|---|---|---|
| Iowa State Bank | 76,860 | $1,555 萬 | 3.44% | +778+1.0% | 加碼 |
| Circle Wealth Management, LLC | 76,747 | $1,552 萬 | 0.36% | −2,189−2.8% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 76,632 | $1,550 萬 | 0.86% | +466+0.6% | 加碼 |
| North Star Asset Management Inc | 76,414 | $1,546 萬 | 0.73% | +73+0.1% | 加碼 |
| Stockman Wealth Management, Inc. | 76,413 | $1,546 萬 | 2.71% | −1,543−2.0% | 減碼 |
| GLOBALT Investments LLC | 76,183 | $1,541 萬 | 0.62% | −1,015−1.3% | 減碼 |
| Hudson Valley Investment Advisors Inc | 89,519 | $1,540 萬 | 2.00% | +1,172+1.3% | 加碼 |
| CAPROCK Group, Inc. | 75,977 | $1,537 萬 | 0.62% | +38,047+100.3% | 加碼 |
| Siemens Fonds Invest GmbH | 75,577 | $1,529 萬 | 1.14% | −77−0.1% | 減碼 |
| Telos Capital Management, Inc. | 75,575 | $1,529 萬 | 1.69% | +569+0.8% | 加碼 |
| Integrated Advisors Network LLC | 74,977 | $1,516 萬 | 0.78% | −3,232−4.1% | 減碼 |
| Fifth Third Wealth Advisors LLC | 74,954 | $1,516 萬 | 1.15% | +31,397+72.1% | 加碼 |
| Signaturefd, LLC | 74,745 | $1,512 萬 | 0.31% | +2,916+4.1% | 加碼 |
| Altrafin AG | 74,442 | $1,506 萬 | 5.56% | +835+1.1% | 加碼 |
| Essex Financial Services, Inc. | 73,707 | $1,504 萬 | 1.12% | +13,849+23.1% | 加碼 |
| AIA Group Ltd | 74,253 | $1,502 萬 | 0.44% | +4,830+7.0% | 加碼 |
| Strategic Wealth Designers | 72,868 | $1,497 萬 | 1.89% | +72,868 | 新進 |
| Summit Financial, LLC | 73,949 | $1,496 萬 | 0.68% | +34,990+89.8% | 加碼 |
| Wealthspire Advisors, LLC | 73,861 | $1,494 萬 | 0.19% | +22,350+43.4% | 加碼 |
| GAM Holding AG | 73,814 | $1,493 萬 | 1.15% | +4,952+7.2% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 73,756 | $1,492 萬 | 0.71% | +2,610+3.7% | 加碼 |
| Caldwell Trust Co | 73,388 | $1,484 萬 | 1.64% | +658+0.9% | 加碼 |
| Winslow Asset Management Inc | 73,142 | $1,479 萬 | 2.91% | −4,136−5.4% | 減碼 |
| Summit Trail Advisors, LLC | 72,744 | $1,471 萬 | 0.39% | +29,392+67.8% | 加碼 |
| Allied Investment Advisors, LLC | 72,724 | $1,471 萬 | 3.45% | −1,032−1.4% | 減碼 |
| GDS Wealth Management | 72,716 | $1,471 萬 | 1.61% | +6,062+9.1% | 加碼 |
| Cohen Klingenstein LLC | 72,700 | $1,470 萬 | 0.53% | 00.0% | 不變 |
| 1st Source Bank | 72,691 | $1,470 萬 | 0.86% | −986−1.3% | 減碼 |
| Global Retirement Partners, LLC | 72,677 | $1,470 萬 | 0.46% | +9,763+15.5% | 加碼 |
| NatWest Group plc | 72,560 | $1,468 萬 | 5.02% | +4,650+6.8% | 加碼 |
| Castleark Management LLC | 72,365 | $1,464 萬 | 0.60% | 00.0% | 不變 |
| Valicenti Advisory Services Inc | 72,363 | $1,464 萬 | 3.93% | −3,785−5.0% | 減碼 |
| Ritholtz Wealth Management | 72,295 | $1,462 萬 | 0.48% | +374+0.5% | 加碼 |
| Eagle Rock Investment Company, LLC | 71,955 | $1,455 萬 | 2.63% | −4,976−6.5% | 減碼 |
| Connors Investor Services Inc | 71,925 | $1,455 萬 | 1.51% | −99−0.1% | 減碼 |
| GAMMA Investing LLC | 71,735 | $1,451 萬 | 1.98% | +15,576+27.7% | 加碼 |
| Punch & Associates Investment Management, Inc. | 71,556 | $1,447 萬 | 0.85% | +176+0.2% | 加碼 |
| Journey Advisory Group, LLC | 71,429 | $1,445 萬 | 1.73% | +982+1.4% | 加碼 |
| Hollencrest Capital Management | 71,364 | $1,443 萬 | 0.64% | −129−0.2% | 減碼 |
| Diversified Trust Co | 71,356 | $1,443 萬 | 0.41% | +13,098+22.5% | 加碼 |
| Sigma Planning Corp | 71,343 | $1,443 萬 | 0.46% | −3,927−5.2% | 減碼 |
| Woodstock Corp | 71,099 | $1,438 萬 | 1.46% | −138−0.2% | 減碼 |
| Spinnaker Trust | 71,056 | $1,437 萬 | 0.92% | −3,428−4.6% | 減碼 |
| Caxton Associates LP | 71,050 | $1,437 萬 | 0.56% | +71,050 | 新進 |
| JB Capital LLC | 70,792 | $1,432 萬 | 0.90% | +517+0.7% | 加碼 |
| Sumitomo Life Insurance Co | 71,559 | $1,431 萬 | 0.33% | +19,302+36.9% | 加碼 |
| Schnieders Capital Management LLC | 70,667 | $1,429 萬 | 2.89% | −5,883−7.7% | 減碼 |
| Ossiam | 70,627 | $1,429 萬 | 0.27% | −409−0.6% | 減碼 |
| Legacy Private Trust Co. | 70,595 | $1,428 萬 | 1.01% | +161+0.2% | 加碼 |
| Farmers National Bank | 70,410 | $1,424 萬 | 4.29% | +649+0.9% | 加碼 |
| Vantage Investment Partners, LLC | 70,301 | $1,422 萬 | 1.29% | −7,707−9.9% | 減碼 |
| Cypress Capital Group | 70,278 | $1,421 萬 | 1.70% | −594−0.8% | 減碼 |
| Cyndeo Wealth Partners, LLC | 70,165 | $1,419 萬 | 1.11% | +3,827+5.8% | 加碼 |
| CTC LLC | 70,151 | $1,419 萬 | 1.06% | +56,119+399.9% | 加碼 |
| Matthew 25 Management Corp | 70,000 | $1,416 萬 | 4.91% | −3,500−4.8% | 減碼 |
| Artemis Investment Management LLP | 69,928 | $1,414 萬 | 0.19% | −20,972−23.1% | 減碼 |
| Sara-Bay Financial | 69,801 | $1,412 萬 | 5.73% | +7,590+12.2% | 加碼 |
| Avantax Planning Partners, Inc. | 69,715 | $1,410 萬 | 0.45% | −9,682−12.2% | 減碼 |
| Bank of Nova Scotia Trust Co | 69,590 | $1,408 萬 | 1.57% | −3,893−5.3% | 減碼 |
| Pettyjohn, Wood & White, Inc | 69,551 | $1,407 萬 | 2.73% | −624−0.9% | 減碼 |
| PFG Investments, LLC | 69,378 | $1,403 萬 | 1.00% | −403−0.6% | 減碼 |
| Camden National Bank | 69,235 | $1,400 萬 | 2.16% | +12,573+22.2% | 加碼 |
| Eagle Ridge Investment Management | 69,186 | $1,399 萬 | 1.30% | −620−0.9% | 減碼 |
| Steel Peak Wealth Management LLC | 68,978 | $1,395 萬 | 0.66% | −8,336−10.8% | 減碼 |
| Heritage Trust Co | 68,948 | $1,395 萬 | 1.84% | −1,868−2.6% | 減碼 |
| Pensionmark Financial Group, LLC | 68,933 | $1,394 萬 | 0.87% | +59,442+626.3% | 加碼 |
| AMG National Trust Bank | 68,857 | $1,393 萬 | 0.38% | +15,103+28.1% | 加碼 |
| Level Four Advisory Services, LLC | 68,835 | $1,392 萬 | 0.63% | −6,489−8.6% | 減碼 |
| Twin Capital Management Inc | 68,767 | $1,391 萬 | 1.64% | −5,966−8.0% | 減碼 |
| Woodley Farra Manion Portfolio Management Inc | 68,706 | $1,390 萬 | 0.75% | −17,326−20.1% | 減碼 |
| Avitas Wealth Management LLC | 67,935 | $1,374 萬 | 2.01% | +123+0.2% | 加碼 |
| One Capital Management, LLC | 67,773 | $1,371 萬 | 0.47% | +969+1.5% | 加碼 |
| BKD Wealth Advisors, LLC | 67,705 | $1,369 萬 | 0.34% | −20.0% | 減碼 |
| SFE Investment Counsel | 67,628 | $1,368 萬 | 3.03% | −3,133−4.4% | 減碼 |
| Griffin Asset Management, Inc. | 67,442 | $1,364 萬 | 1.58% | +223+0.3% | 加碼 |
| Meeder Advisory Services, Inc. | 67,408 | $1,363 萬 | 0.96% | +17,558+35.2% | 加碼 |
| Country Club Bank | 68,433 | $1,363 萬 | 0.95% | −579−0.8% | 減碼 |
| Principal Securities, Inc. | 67,360 | $1,362 萬 | 0.38% | +6,282+10.3% | 加碼 |
| Naples Global Advisors, LLC | 67,104 | $1,357 萬 | 1.36% | −483−0.7% | 減碼 |
| Barbara Oil Co. | 67,000 | $1,355 萬 | 5.92% | 00.0% | 不變 |
| Buffington Mohr McNeal | 66,965 | $1,354 萬 | 2.38% | +1,913+2.9% | 加碼 |
| Haverford Financial Services, Inc. | 66,853 | $1,352 萬 | 4.05% | −3,052−4.4% | 減碼 |
| David Loasby | 64,973 | $1,350 萬 | 1.29% | +1,300+2.0% | 加碼 |
| Buckingham Strategic Wealth, LLC | 66,707 | $1,349 萬 | 0.14% | −526−0.8% | 減碼 |
| Wellington Shields Capital Management, LLC | 66,508 | $1,345 萬 | 2.45% | +421+0.6% | 加碼 |
| Teamwork Financial Advisors, LLC | 65,609 | $1,327 萬 | 1.97% | +14,870+29.3% | 加碼 |
| JCIC Asset Management Inc. | 65,431 | $1,323 萬 | 5.44% | −620−0.9% | 減碼 |
| Sienna Gestion | 65,422 | $1,323 萬 | 1.18% | +65,422 | 新進 |
| Simmons Bank | 65,306 | $1,321 萬 | 1.00% | −7,304−10.1% | 減碼 |
| Wells Trecaso Financial Group, LLC | 64,907 | $1,313 萬 | 4.54% | −378−0.6% | 減碼 |
| Chemung Canal Trust Co | 64,630 | $1,307 萬 | 2.53% | −4,698−6.8% | 減碼 |
| Buckley Wealth Management, LLC | 64,502 | $1,305 萬 | 4.13% | −349−0.5% | 減碼 |
| Westpac Banking Corp | 64,277 | $1,300 萬 | 1.03% | +4,711+7.9% | 加碼 |
| Miracle Mile Advisors, LLC | 64,276 | $1,300 萬 | 0.32% | +1,661+2.7% | 加碼 |
| Arkadios Wealth Advisors | 63,984 | $1,294 萬 | 0.87% | +11,308+21.5% | 加碼 |
| Ar Asset Management Inc | 63,931 | $1,293 萬 | 3.12% | −300−0.5% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 63,843 | $1,291 萬 | 1.31% | −6,354−9.1% | 減碼 |
| Q Capital Solutions | 63,613 | $1,287 萬 | 4.66% | +16,013+33.6% | 加碼 |
| Stratos Wealth Advisors, LLC | 63,536 | $1,285 萬 | 0.64% | −3,101−4.7% | 減碼 |
| Visionary Wealth Advisors | 63,194 | $1,278 萬 | 0.84% | −109−0.2% | 減碼 |