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 |
|---|---|---|---|---|---|
| Greenwood Capital Associates LLC | 53,224 | $1,077 萬 | 1.42% | −917−1.7% | 減碼 |
| HTLF Bank | 53,207 | $1,076 萬 | 1.22% | −2,016−3.7% | 減碼 |
| Capstone Financial Advisors, Inc. | 53,193 | $1,076 萬 | 0.71% | +234+0.4% | 加碼 |
| Plimoth Trust Co LLC | 52,926 | $1,070 萬 | 2.86% | −3,032−5.4% | 減碼 |
| Baldwin Investment Management, LLC | 52,782 | $1,068 萬 | 1.46% | −175−0.3% | 減碼 |
| Baker Ellis Asset Management LLC | 52,762 | $1,067 萬 | 1.61% | −160−0.3% | 減碼 |
| Goelzer Investment Management, Inc. | 52,590 | $1,064 萬 | 0.60% | −936−1.7% | 減碼 |
| Symmetry Partners, LLC | 52,574 | $1,063 萬 | 0.55% | −2,418−4.4% | 減碼 |
| Miramar Capital, LLC | 52,537 | $1,063 萬 | 2.66% | −738−1.4% | 減碼 |
| Addenda Capital Inc. | 52,520 | $1,062 萬 | 0.42% | −6,723−11.3% | 減碼 |
| Cutler Investment Counsel LLC | 52,276 | $1,057 萬 | 1.44% | −159−0.3% | 減碼 |
| Graves-Light Private Wealth Management, Inc. | 51,360 | $1,055 萬 | 1.21% | −60.0% | 減碼 |
| Apriem Advisors | 52,108 | $1,054 萬 | 1.29% | −4,101−7.3% | 減碼 |
| NBW Capital LLC | 52,064 | $1,053 萬 | 2.08% | −251−0.5% | 減碼 |
| Compass Wealth Management LLC | 51,866 | $1,049 萬 | 2.59% | −366−0.7% | 減碼 |
| Fulcrum Capital LLC | 51,853 | $1,049 萬 | 2.39% | −1,036−2.0% | 減碼 |
| Atomi Financial Group, Inc. | 51,815 | $1,048 萬 | 0.78% | +6,636+14.7% | 加碼 |
| Ascent Wealth Partners, LLC | 51,640 | $1,044 萬 | 1.53% | −503−1.0% | 減碼 |
| Ascent Group, LLC | 51,512 | $1,042 萬 | 0.85% | +2,948+6.1% | 加碼 |
| KG&L Capital Management,LLC | 51,752 | $1,040 萬 | 3.60% | −771−1.5% | 減碼 |
| Gluskin Sheff & Assoc Inc | 51,397 | $1,040 萬 | 1.18% | −591−1.1% | 減碼 |
| Flagship Harbor Advisors, LLC | 51,386 | $1,039 萬 | 0.62% | +7,187+16.3% | 加碼 |
| Rench Wealth Management, Inc. | 51,383 | $1,039 萬 | 3.73% | −1,610−3.0% | 減碼 |
| EFG Asset Management (Americas) Corp. | 51,296 | $1,038 萬 | 2.03% | +20,311+65.6% | 加碼 |
| Jamison Private Wealth Management, Inc. | 51,277 | $1,037 萬 | 1.72% | +1,012+2.0% | 加碼 |
| Patton Albertson Miller Group, LLC | 51,138 | $1,034 萬 | 1.47% | +2,061+4.2% | 加碼 |
| Atlanta Consulting Group Advisors, LLC | 51,130 | $1,034 萬 | 2.23% | −274−0.5% | 減碼 |
| Geneos Wealth Management Inc. | 51,017 | $1,032 萬 | 0.46% | +3,797+8.0% | 加碼 |
| Pacific Global Investment Management CO | 50,993 | $1,031 萬 | 1.96% | −42−0.1% | 減碼 |
| Pioneer Trust Bank N A | 50,952 | $1,031 萬 | 2.78% | −5,224−9.3% | 減碼 |
| Bray Capital Advisors | 50,771 | $1,027 萬 | 2.58% | −1,041−2.0% | 減碼 |
| HGK Asset Management Inc | 50,661 | $1,025 萬 | 1.98% | −1,625−3.1% | 減碼 |
| Barometer Capital Management Inc. | 50,905 | $1,024 萬 | 3.95% | −8,012−13.6% | 減碼 |
| Brave Asset Management Inc | 50,460 | $1,021 萬 | 2.60% | −523−1.0% | 減碼 |
| AlphaCore Capital LLC | 50,395 | $1,019 萬 | 2.46% | +890+1.8% | 加碼 |
| Richard C. Young & CO., LTD. | 50,389 | $1,019 萬 | 1.24% | +2,463+5.1% | 加碼 |
| J.W. Cole Advisors, Inc. | 50,347 | $1,018 萬 | 0.48% | +10,709+27.0% | 加碼 |
| SPX Equities Gestao de Recursos Ltda | 50,289 | $1,017 萬 | 1.54% | −5,089−9.2% | 減碼 |
| Ballast Advisors LLC | 49,975 | $1,011 萬 | 3.21% | −1,450−2.8% | 減碼 |
| Whalerock Point Partners, LLC | 49,837 | $1,008 萬 | 2.70% | +617+1.3% | 加碼 |
| Marietta Wealth Management, LLC | 49,779 | $1,007 萬 | 1.57% | −609−1.2% | 減碼 |
| First Western Trust Bank | 49,684 | $1,005 萬 | 0.48% | −6,292−11.2% | 減碼 |
| Pitcairn Co | 49,665 | $1,005 萬 | 0.61% | +3,897+8.5% | 加碼 |
| Douglass Winthrop Advisors, LLC | 49,602 | $1,003 萬 | 0.20% | +1,759+3.7% | 加碼 |
| Harbour Capital Advisors, LLC | 48,829 | $1,003 萬 | 2.38% | +69+0.1% | 加碼 |
| Magnus Financial Group LLC | 49,416 | $999.5 萬 | 1.12% | −1,318−2.6% | 減碼 |
| American National Bank | 49,367 | $998.5 萬 | 1.24% | −1,134−2.2% | 減碼 |
| Frisch Financial Group, Inc. | 49,355 | $998.3 萬 | 3.02% | −858−1.7% | 減碼 |
| XML Financial, LLC | 49,264 | $996.4 萬 | 1.00% | −1,712−3.4% | 減碼 |
| Strategic Wealth Partners, Ltd. | 49,122 | $993.5 萬 | 1.04% | −5,282−9.7% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 49,086 | $992.4 萬 | 0.43% | −1,896−3.7% | 減碼 |
| Adalta Capital Management LLC | 48,934 | $989.7 萬 | 5.38% | −55−0.1% | 減碼 |
| IFP Advisors, Inc | 48,846 | $987.9 萬 | 0.39% | +12,441+34.2% | 加碼 |
| Texas Capital Bank Wealth Management Services Inc | 48,821 | $987.4 萬 | 1.03% | +3,325+7.3% | 加碼 |
| Commonwealth Retirement Investments LLC | 48,815 | $987.3 萬 | 4.52% | −749−1.5% | 減碼 |
| L & S Advisors Inc | 48,641 | $983.8 萬 | 1.12% | +30,644+170.3% | 加碼 |
| Quadrant Capital Group LLC | 48,620 | $983.4 萬 | 0.73% | +1,400+3.0% | 加碼 |
| Financial Partners Group, LLC | 48,349 | $977.9 萬 | 3.80% | +20.0% | 加碼 |
| Wellington Shields & Co., LLC | 48,348 | $977.9 萬 | 3.19% | +160.0% | 加碼 |
| Bridge Creek Capital Management LLC | 48,254 | $976.0 萬 | 3.14% | −2,280−4.5% | 減碼 |
| Claudia M.P. Batlle, CRP (R) LLC | 48,223 | $975.4 萬 | 2.94% | −2,151−4.3% | 減碼 |
| Wintrust Investments LLC | 48,151 | $973.9 萬 | 0.79% | +490+1.0% | 加碼 |
| Earnest Partners LLC | 48,056 | $972.0 萬 | 0.05% | −520−1.1% | 減碼 |
| First Hawaiian Bank | 47,929 | $969.4 萬 | 0.33% | −1,696−3.4% | 減碼 |
| Knights of Columbus Asset Advisors LLC | 47,895 | $968.7 萬 | 0.63% | −1,097−2.2% | 減碼 |
| DoubleLine ETF Adviser LP | 47,758 | $966.0 萬 | 2.54% | −1,920−3.9% | 減碼 |
| McGinn Investment Management, Inc. | 47,701 | $964.8 萬 | 6.56% | −264−0.6% | 減碼 |
| Stokes Family Office, LLC | 47,688 | $964.5 萬 | 1.13% | −186−0.4% | 減碼 |
| Community Bank & Trust, Waco, Texas | 47,485 | $960.4 萬 | 2.40% | +105+0.2% | 加碼 |
| Diversify Advisory Services, LLC | 46,200 | $959.3 萬 | 0.53% | −5,887−11.3% | 減碼 |
| Socorro Asset Management LP | 47,305 | $956.8 萬 | 3.73% | 00.0% | 不變 |
| K.J. Harrison & Partners Inc | 47,301 | $956.7 萬 | 1.57% | −493−1.0% | 減碼 |
| Intact Investment Management Inc. | 47,300 | $956.7 萬 | 0.36% | −4,000−7.8% | 減碼 |
| Van Hulzen Asset Management, LLC | 47,289 | $956.5 萬 | 0.64% | −22,020−31.8% | 減碼 |
| Bangor Savings Bank | 47,290 | $956.5 萬 | 0.96% | −1,022−2.1% | 減碼 |
| Ameritas Advisory Services, LLC | 47,276 | $956.2 萬 | 0.36% | −418−0.9% | 減碼 |
| Colonial Trust Co | 47,246 | $955.6 萬 | 1.68% | +3,342+7.6% | 加碼 |
| Independence Bank of Kentucky | 47,221 | $955.1 萬 | 2.53% | +2,204+4.9% | 加碼 |
| Joel Isaacson & Co., LLC | 47,187 | $954.4 萬 | 0.50% | −543−1.1% | 減碼 |
| Trajan Wealth LLC | 47,037 | $951.4 萬 | 0.61% | +2,005+4.5% | 加碼 |
| MN Wealth Advisors, LLC | 46,954 | $949.7 萬 | 5.51% | +327+0.7% | 加碼 |
| Skylands Capital, LLC | 46,855 | $947.7 萬 | 1.34% | −2,460−5.0% | 減碼 |
| SlateStone Wealth, LLC | 46,845 | $947.5 萬 | 1.03% | −21,259−31.2% | 減碼 |
| Brighton Jones LLC | 46,668 | $943.9 萬 | 0.31% | +4,897+11.7% | 加碼 |
| Profund Advisors LLC | 46,500 | $940.5 萬 | 0.35% | −1,627−3.4% | 減碼 |
| Boston Family Office LLC | 46,449 | $939.5 萬 | 0.68% | −945−2.0% | 減碼 |
| Oxford Financial Group Ltd | 46,445 | $939.4 萬 | 0.62% | +1,998+4.5% | 加碼 |
| Sompo Asset Management Co., Ltd. | 46,434 | $939.2 萬 | 1.59% | −12,753−21.5% | 減碼 |
| Wittenberg Investment Management, Inc. | 46,412 | $938.7 萬 | 3.20% | 00.0% | 不變 |
| Wealth Advisory Solutions, LLC | 46,330 | $937.1 萬 | 2.54% | −543−1.2% | 減碼 |
| Sage Mountain Advisors LLC | 46,322 | $936.9 萬 | 0.87% | +3,328+7.7% | 加碼 |
| Stablepoint Partners, LLC | 44,381 | $935.8 萬 | 1.81% | −6,017−11.9% | 減碼 |
| Shepherd Financial Partners LLC | 46,218 | $934.8 萬 | 1.21% | +320+0.7% | 加碼 |
| Confluence Wealth Services, Inc. | 46,153 | $933.5 萬 | 0.74% | +5,020+12.2% | 加碼 |
| Schulhoff & Co Inc | 46,141 | $933.3 萬 | 4.21% | −1,162−2.5% | 減碼 |
| D L Carlson Investment Group Inc | 46,124 | $932.9 萬 | 1.80% | −489−1.0% | 減碼 |
| Camden Capital, LLC | 46,120 | $932.8 萬 | 0.74% | −10,747−18.9% | 減碼 |
| Chiron Investment Management, LLC | 45,996 | $930.3 萬 | 3.65% | +10,335+29.0% | 加碼 |
| Lake Street Financial LLC | 45,966 | $929.7 萬 | 1.20% | −190.0% | 減碼 |
| Relative Value Partners Group, LLC | 45,966 | $929.7 萬 | 1.20% | +35,581+342.6% | 加碼 |