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 |
|---|---|---|---|---|---|
| Fagan Associates, Inc. | 62,950 | $1,273 萬 | 2.23% | −90.0% | 減碼 |
| River Wealth Advisors LLC | 62,926 | $1,273 萬 | 1.83% | +1,353+2.2% | 加碼 |
| Foster & Motley Inc | 62,789 | $1,270 萬 | 0.87% | −631−1.0% | 減碼 |
| WealthBridge Investment Counsel Inc. | 62,661 | $1,267 萬 | 4.85% | −7,670−10.9% | 減碼 |
| Beck Bode, LLC | 62,533 | $1,265 萬 | 2.54% | +62,533 | 新進 |
| Carmel Capital Management L.L.C. | 62,493 | $1,264 萬 | 4.92% | +60+0.1% | 加碼 |
| Live Oak Private Wealth LLC | 62,266 | $1,259 萬 | 2.17% | −1,179−1.9% | 減碼 |
| First National Advisers, LLC | 62,077 | $1,256 萬 | 2.29% | +8,349+15.5% | 加碼 |
| Red Door Wealth Management, LLC | 62,071 | $1,255 萬 | 2.21% | +2,866+4.8% | 加碼 |
| Locust Wood Capital Advisers, LLC | 61,746 | $1,249 萬 | 0.46% | −234,907−79.2% | 減碼 |
| Community Bank of Raymore | 61,688 | $1,248 萬 | 9.69% | −12,360−16.7% | 減碼 |
| Invictus Private Wealth, LLC | 61,658 | $1,247 萬 | 1.05% | −1,316−2.1% | 減碼 |
| Pettee Investors, Inc. | 61,581 | $1,246 萬 | 6.01% | −913−1.5% | 減碼 |
| Princeton Global Asset Management LLC | 61,536 | $1,245 萬 | 2.75% | +3,151+5.4% | 加碼 |
| Mitchell Capital Management Co | 61,303 | $1,240 萬 | 2.18% | +2,639+4.5% | 加碼 |
| Cypress Asset Management Inc | 59,808 | $1,239 萬 | 3.19% | −853−1.4% | 減碼 |
| Johnson Financial Group, Inc. | 61,035 | $1,234 萬 | 0.60% | +27,335+81.1% | 加碼 |
| NJ State Employees Deferred Compensation Plan | 61,000 | $1,234 萬 | 1.53% | −13,800−18.4% | 減碼 |
| Maltese Capital Management LLC | 60,800 | $1,230 萬 | 2.27% | +18,300+43.1% | 加碼 |
| Hills Bank & Trust Co | 60,798 | $1,230 萬 | 1.00% | −1,557−2.5% | 減碼 |
| Royal Fund Management, LLC | 60,380 | $1,229 萬 | 1.66% | −2,624−4.2% | 減碼 |
| Zuckerman Investment Group, LLC | 60,473 | $1,223 萬 | 1.41% | −40−0.1% | 減碼 |
| Stolper Co | 60,412 | $1,222 萬 | 4.30% | +255+0.4% | 加碼 |
| Laurel Wealth Advisors LLC | 60,247 | $1,219 萬 | 2.13% | −3,039−4.8% | 減碼 |
| Gotham Asset Management, LLC | 60,197 | $1,218 萬 | 0.16% | +866+1.5% | 加碼 |
| Stevens Capital Management LP | 60,119 | $1,216 萬 | 4.11% | −27,561−31.4% | 減碼 |
| Shorepoint Capital Partners LLC | 60,035 | $1,214 萬 | 2.85% | +547+0.9% | 加碼 |
| Nwi Management LP | 60,000 | $1,214 萬 | 1.56% | 00.0% | 不變 |
| Access Investment Management LLC | 60,000 | $1,214 萬 | 3.94% | 00.0% | 不變 |
| Cornerstone Wealth Group, LLC | 59,646 | $1,206 萬 | 1.08% | +376+0.6% | 加碼 |
| Moneta Group Investment Advisors LLC | 59,563 | $1,205 萬 | 0.19% | +2,749+4.8% | 加碼 |
| Roundview Capital LLC | 59,414 | $1,202 萬 | 0.95% | −138−0.2% | 減碼 |
| Chicago Capital, LLC | 59,214 | $1,198 萬 | 0.36% | +3,249+5.8% | 加碼 |
| Lakeview Capital Partners, LLC | 59,757 | $1,197 萬 | 1.95% | 00.0% | 不變 |
| Dorchester Wealth Management Co | 59,175 | $1,197 萬 | 2.31% | −3,090−5.0% | 減碼 |
| Nations Financial Group Inc, | 58,814 | $1,190 萬 | 0.97% | +2,144+3.8% | 加碼 |
| Venator Management LLC | 58,745 | $1,188 萬 | 3.59% | −2,830−4.6% | 減碼 |
| Radnor Capital Management, LLC | 58,641 | $1,186 萬 | 3.62% | +1,684+3.0% | 加碼 |
| Generate Investment Management Ltd | 58,599 | $1,185 萬 | 0.86% | −15,252−20.7% | 減碼 |
| Spectrum Wealth Counsel, LLC | 58,455 | $1,182 萬 | 1.50% | −2,071−3.4% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 58,382 | $1,181 萬 | 0.87% | +1,115+1.9% | 加碼 |
| BancorpSouth Bank | 58,368 | $1,181 萬 | 0.89% | −2,124−3.5% | 減碼 |
| Bank of Hawaii | 58,367 | $1,181 萬 | 0.54% | −519−0.9% | 減碼 |
| New England Asset Management Inc | 58,365 | $1,180 萬 | 1.96% | −6,010−9.3% | 減碼 |
| Harbor Capital Advisors, Inc. | 58,282 | $1,179 萬 | 0.90% | +109+0.2% | 加碼 |
| Harrell Investment Partners, LLC | 58,245 | $1,178 萬 | 3.42% | −1,697−2.8% | 減碼 |
| Lynch & Associates | 58,110 | $1,175 萬 | 2.65% | +2,206+3.9% | 加碼 |
| Greystone Financial Group, LLC | 58,064 | $1,174 萬 | 2.30% | +1,675+3.0% | 加碼 |
| Mitchell Sinkler & Starr | 55,973 | $1,174 萬 | 3.01% | −7,695−12.1% | 減碼 |
| GFS Advisors, LLC | 33,594 | $1,173 萬 | 1.93% | −24,407−42.1% | 減碼 |
| Mengis Capital Management, Inc. | 57,720 | $1,167 萬 | 2.37% | −2,029−3.4% | 減碼 |
| Perennial Advisors, LLC | 57,657 | $1,166 萬 | 2.62% | −776−1.3% | 減碼 |
| Constitution Capital LLC | 57,549 | $1,164 萬 | 6.14% | −599−1.0% | 減碼 |
| Cardinal Capital Management | 57,370 | $1,160 萬 | 1.95% | −75−0.1% | 減碼 |
| Rocky Mountain Advisers, LLC | 57,240 | $1,158 萬 | 3.88% | 00.0% | 不變 |
| Bard Financial Services, Inc. | 57,190 | $1,157 萬 | 1.20% | −775−1.3% | 減碼 |
| Hoertkorn Richard Charles | 57,164 | $1,156 萬 | 5.03% | −3,239−5.4% | 減碼 |
| Cyrus J. Lawrence, LLC | 57,023 | $1,153 萬 | 2.39% | −234−0.4% | 減碼 |
| Equitable Trust Co | 56,970 | $1,152 萬 | 0.79% | +2,200+4.0% | 加碼 |
| Independent Investors Inc | 56,934 | $1,152 萬 | 2.53% | 00.0% | 不變 |
| Strategy Asset Managers LLC | 79,167 | $1,151 萬 | 2.57% | +7,929+11.1% | 加碼 |
| Mission Wealth Management, LP | 56,829 | $1,149 萬 | 0.31% | +2,443+4.5% | 加碼 |
| Sigma Investment Counselors Inc | 56,457 | $1,142 萬 | 0.71% | +142+0.3% | 加碼 |
| M&R Capital Management Inc | 56,299 | $1,139 萬 | 2.72% | +230+0.4% | 加碼 |
| Fulton Bank, N.A. | 56,236 | $1,137 萬 | 0.46% | +3,067+5.8% | 加碼 |
| Meridian Wealth Advisors, LLC | 56,232 | $1,137 萬 | 2.03% | +1,311+2.4% | 加碼 |
| Clough Capital Partners L P | 56,200 | $1,137 萬 | 1.24% | 00.0% | 不變 |
| Plato Investment Management Ltd | 56,159 | $1,136 萬 | 1.06% | +2,776+5.2% | 加碼 |
| Next Level Private LLC | 56,136 | $1,135 萬 | 5.19% | −3,781−6.3% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 56,127 | $1,135 萬 | 1.17% | −276−0.5% | 減碼 |
| Boyar Asset Management Inc. | 56,044 | $1,134 萬 | 7.78% | −2,039−3.5% | 減碼 |
| Meritage Portfolio Management | 56,044 | $1,134 萬 | 0.72% | −716−1.3% | 減碼 |
| Vestcor Inc | 55,563 | $1,124 萬 | 0.38% | +626+1.1% | 加碼 |
| Consolidated Planning Corp | 55,517 | $1,123 萬 | 1.85% | +2,269+4.3% | 加碼 |
| Frank, Rimerman Advisors LLC | 55,515 | $1,123 萬 | 0.79% | +48,930+743.1% | 加碼 |
| Brown Shipley& Co Ltd | 55,497 | $1,122 萬 | 5.05% | −5,016−8.3% | 減碼 |
| Thompson Investment Management, Inc. | 55,432 | $1,121 萬 | 1.73% | −8,294−13.0% | 減碼 |
| Xcel Wealth Management, LLC | 55,425 | $1,121 萬 | 3.51% | −6,085−9.9% | 減碼 |
| EagleClaw Capital Managment, LLC | 55,342 | $1,119 萬 | 2.01% | −400−0.7% | 減碼 |
| Wealthcare Advisory Partners LLC | 55,173 | $1,116 萬 | 0.35% | +4,213+8.3% | 加碼 |
| NorthRock Partners, LLC | 58,660 | $1,112 萬 | 0.42% | +1,240+2.2% | 加碼 |
| Executive Wealth Management, LLC | 54,911 | $1,111 萬 | 2.04% | +930+1.7% | 加碼 |
| Soros Fund Management LLC大師索羅斯基金管理 | 54,600 | $1,104 萬 | 0.25% | +20,100+58.3% | 加碼 |
| Harbor Investment Advisory, LLC | 68,310 | $1,103 萬 | 1.15% | −64−0.1% | 減碼 |
| Capital Analysts, LLC | 54,504 | $1,103 萬 | 0.49% | −120.0% | 減碼 |
| Trueblood Wealth Management, LLC | 54,483 | $1,102 萬 | 6.22% | −61−0.1% | 減碼 |
| Financiere des Professionnels - Fonds d,investissement inc. | 52,693 | $1,100 萬 | 0.86% | −8,042−13.2% | 減碼 |
| Dividend Assets Capital, LLC | 54,375 | $1,100 萬 | 2.24% | +4,363+8.7% | 加碼 |
| Family Capital Trust Co | 54,333 | $1,099 萬 | 3.59% | −546−1.0% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 51,353 | $1,097 萬 | 0.10% | +2,641+5.4% | 加碼 |
| Hartford Financial Management Inc. | 54,131 | $1,095 萬 | 2.35% | −1,048−1.9% | 減碼 |
| Element Capital Management LLC | 54,115 | $1,095 萬 | 0.85% | +54,115 | 新進 |
| IHT Wealth Management, LLC | 53,988 | $1,092 萬 | 0.41% | +309+0.6% | 加碼 |
| Overbrook Management Corp | 53,857 | $1,089 萬 | 2.75% | −1,848−3.3% | 減碼 |
| Mirador Capital Partners LP | 53,850 | $1,089 萬 | 2.05% | −72−0.1% | 減碼 |
| Inlet Private Wealth, LLC | 53,789 | $1,088 萬 | 2.98% | −582−1.1% | 減碼 |
| Pittenger & Anderson Inc | 53,775 | $1,088 萬 | 0.45% | +244+0.5% | 加碼 |
| Close Asset Management Ltd | 53,629 | $1,085 萬 | 0.37% | +3,778+7.6% | 加碼 |
| Laffer Tengler Investments | 53,504 | $1,082 萬 | 2.33% | +3,889+7.8% | 加碼 |
| Asset Dedication, LLC | 53,487 | $1,082 萬 | 0.75% | +172+0.3% | 加碼 |