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 |
|---|---|---|---|---|---|
| Walter & Keenan Financial Consulting Co | 45,914 | $928.7 萬 | 2.96% | −70−0.2% | 減碼 |
| Embree Financial Group | 45,914 | $928.7 萬 | 1.79% | −439−0.9% | 減碼 |
| Boyer & Corporon Wealth Management, LLC | 45,861 | $927.6 萬 | 3.34% | +1,438+3.2% | 加碼 |
| Paradigm Asset Management Co LLC | 45,691 | $924.1 萬 | 2.58% | +12,800+38.9% | 加碼 |
| Smithbridge Asset Management Inc | 45,686 | $924.0 萬 | 1.92% | −4,550−9.1% | 減碼 |
| Kinneret Advisory, LLC | 45,636 | $923.0 萬 | 0.89% | +20.0% | 加碼 |
| Wetzel Investment Advisors, Inc. | 46,064 | $922.7 萬 | 5.28% | −163−0.4% | 減碼 |
| Buck Wealth Strategies, LLC | 45,589 | $922.1 萬 | 2.72% | +42,478+1,365.4% | 加碼 |
| Strategic Global Advisors, LLC | 45,580 | $921.9 萬 | 1.93% | −498−1.1% | 減碼 |
| Coerente Capital Management | 45,496 | $920.2 萬 | 1.80% | −3,265−6.7% | 減碼 |
| Buckingham Strategic Partners | 45,424 | $918.8 萬 | 0.24% | −7,365−14.0% | 減碼 |
| Principal Street Partners, LLC | 45,416 | $918.6 萬 | 1.65% | −403−0.9% | 減碼 |
| Kingswood Wealth Advisors, LLC | 45,401 | $918.3 萬 | 0.83% | +10,875+31.5% | 加碼 |
| Ipswich Investment Management Co., Inc. | 45,351 | $917.3 萬 | 2.15% | −193−0.4% | 減碼 |
| B & T Capital Management DBA Alpha Capital Management | 45,348 | $917.2 萬 | 1.79% | −667−1.4% | 減碼 |
| Community Financial Services Group, LLC | 45,230 | $914.8 萬 | 1.97% | +1,518+3.5% | 加碼 |
| Brown Miller Wealth Management, LLC | 45,163 | $913.5 萬 | 3.79% | −121−0.3% | 減碼 |
| Interval Partners, LP | 45,117 | $912.5 萬 | 0.27% | −190,887−80.9% | 減碼 |
| WESPAC Advisors SoCal, LLC | 45,105 | $912.3 萬 | 2.29% | −1,109−2.4% | 減碼 |
| Schechter Investment Advisors, LLC | 45,087 | $911.9 萬 | 0.69% | −388−0.9% | 減碼 |
| Viking Fund Management LLC | 45,000 | $910.2 萬 | 1.63% | −19,000−29.7% | 減碼 |
| SevenBridge Financial Group, LLC | 45,368 | $908.9 萬 | 2.01% | −76−0.2% | 減碼 |
| Hodges Capital Management Inc. | 44,855 | $907.2 萬 | 0.61% | −7,191−13.8% | 減碼 |
| Beverly Hills Private Wealth, LLC | 44,791 | $906.0 萬 | 1.97% | +3,261+7.9% | 加碼 |
| City Holding Co | 44,792 | $905.9 萬 | 1.34% | +432+1.0% | 加碼 |
| Waldron Private Wealth LLC | 44,779 | $905.7 萬 | 0.41% | +319+0.7% | 加碼 |
| Duncker Streett & Co Inc | 44,717 | $904.4 萬 | 1.74% | +140.0% | 加碼 |
| Old Second National Bank of Aurora | 44,659 | $903.3 萬 | 2.32% | −1,341−2.9% | 減碼 |
| Itau Unibanco Holding S.A. | 44,621 | $902.5 萬 | 0.37% | +44,621 | 新進 |
| McRae Capital Management Inc | 44,566 | $901.4 萬 | 2.06% | −201−0.4% | 減碼 |
| Elk River Wealth Management, LLC | 44,535 | $900.8 萬 | 1.76% | +259+0.6% | 加碼 |
| Advocate Group LLC | 44,409 | $898.2 萬 | 1.81% | +1,253+2.9% | 加碼 |
| Abbrea Capital, LLC | 44,402 | $898.1 萬 | 1.19% | −696−1.5% | 減碼 |
| NBC Securities, Inc. | 44,402 | $898.0 萬 | 0.82% | +170+0.4% | 加碼 |
| Canal Capital Management, LLC | 44,393 | $897.9 萬 | 1.53% | −625−1.4% | 減碼 |
| Nelson Capital Management, LLC | 44,390 | $897.8 萬 | 1.59% | −248−0.6% | 減碼 |
| Bridgewater Advisors Inc. | 43,007 | $897.4 萬 | 1.11% | +5,887+15.9% | 加碼 |
| Wright Investors Service Inc | 44,365 | $897.3 萬 | 2.36% | −4,682−9.5% | 減碼 |
| Parthenon LLC | 44,339 | $896.8 萬 | 1.14% | −860−1.9% | 減碼 |
| Stokes Capital Advisors, LLC | 44,299 | $896.0 萬 | 2.49% | −920−2.0% | 減碼 |
| Dean Investment Associates, LLC | 44,190 | $893.8 萬 | 1.27% | −2,541−5.4% | 減碼 |
| Copeland Capital Management, LLC | 44,042 | $890.8 萬 | 0.17% | +6,352+16.9% | 加碼 |
| Fundamentun, LLC | 43,894 | $887.8 萬 | 0.74% | −10,331−19.1% | 減碼 |
| RPG Investment Advisory, LLC | 43,793 | $885.8 萬 | 1.31% | −462−1.0% | 減碼 |
| Traynor Capital Management, Inc. | 43,640 | $882.7 萬 | 0.75% | +1,315+3.1% | 加碼 |
| Peterson Wealth Services | 43,638 | $882.6 萬 | 3.08% | +408+0.9% | 加碼 |
| Granite Investment Partners, LLC | 43,616 | $882.2 萬 | 0.37% | −140.0% | 減碼 |
| Farmers & Merchants Trust Co of Long Beach | 43,566 | $881.2 萬 | 2.29% | −1,835−4.0% | 減碼 |
| Townsend Asset Management Corp | 43,378 | $877.4 萬 | 3.40% | +837+2.0% | 加碼 |
| Garland Capital Management Inc | 43,365 | $877.1 萬 | 6.20% | −2,135−4.7% | 減碼 |
| Beacon Financial Group | 43,265 | $875.1 萬 | 1.00% | +69+0.2% | 加碼 |
| Bogart Wealth, LLC | 43,253 | $874.8 萬 | 0.45% | −1,276−2.9% | 減碼 |
| Harbour Investments, Inc. | 43,176 | $873.3 萬 | 0.29% | −5,741−11.7% | 減碼 |
| Westover Capital Advisors, LLC | 43,162 | $873.0 萬 | 2.25% | +4,631+12.0% | 加碼 |
| Leith Wheeler Investment Counsel Ltd. | 43,107 | $871.9 萬 | 0.75% | +11,423+36.1% | 加碼 |
| Redmond Asset Management, LLC | 43,084 | $871.4 萬 | 2.87% | −3,624−7.8% | 減碼 |
| First Interstate Bank | 43,022 | $870.2 萬 | 0.58% | −780−1.8% | 減碼 |
| Boyd Watterson Asset Management LLC | 42,951 | $868.7 萬 | 2.48% | −1,243−2.8% | 減碼 |
| Asset Planning Services Inc | 42,887 | $867.4 萬 | 4.58% | −690−1.6% | 減碼 |
| Claro Advisors LLC | 42,847 | $866.6 萬 | 1.36% | +1,508+3.6% | 加碼 |
| American Money Management, LLC | 42,823 | $866.1 萬 | 1.85% | −6,956−14.0% | 減碼 |
| Global Wealth Management Investment Advisory, Inc. | 42,805 | $865.8 萬 | 2.01% | +1,439+3.5% | 加碼 |
| Evexia Wealth LLC | 41,093 | $864.1 萬 | 3.24% | −258−0.6% | 減碼 |
| Premier Fund Managers Ltd | 43,315 | $862.8 萬 | 0.35% | −1,794−4.0% | 減碼 |
| Intrust Bank NA | 42,649 | $862.6 萬 | 0.92% | +30.0% | 加碼 |
| Concentric Wealth Management, LLC | 42,576 | $861.1 萬 | 2.25% | +76+0.2% | 加碼 |
| SageView Advisory Group, LLC | 42,563 | $860.9 萬 | 0.40% | +42,563 | 新進 |
| Exchange Traded Concepts, LLC | 42,521 | $860.0 萬 | 0.22% | +42,455+64,325.8% | 加碼 |
| LGT Fund Management Co Ltd. | 42,363 | $856.8 萬 | 1.07% | +25,353+149.0% | 加碼 |
| DT Investment Partners, LLC | 42,338 | $856.3 萬 | 0.76% | +906+2.2% | 加碼 |
| Banque Pictet & Cie SA | 42,325 | $856.1 萬 | 0.09% | −8,535−16.8% | 減碼 |
| Private Trust Co NA | 42,258 | $854.7 萬 | 0.92% | −1,747−4.0% | 減碼 |
| Kavar Capital Partners Group, LLC | 42,210 | $853.7 萬 | 1.54% | −90−0.2% | 減碼 |
| Hilton Capital Management, LLC | 42,177 | $853.1 萬 | 0.72% | +2,015+5.0% | 加碼 |
| Twinbeech Capital LP | 42,123 | $852.0 萬 | 0.17% | −59,709−58.6% | 減碼 |
| Northwest Bancshares, Inc. | 41,987 | $849.2 萬 | 1.45% | −3,633−8.0% | 減碼 |
| Unison Asset Management LLC | 41,976 | $849.0 萬 | 4.30% | +796+1.9% | 加碼 |
| Jacobi Capital Management LLC | 41,970 | $848.9 萬 | 0.74% | +64+0.2% | 加碼 |
| Providence Capital Advisors, LLC | 41,878 | $847.0 萬 | 1.85% | +330+0.8% | 加碼 |
| B.O.S.S. Retirement Advisors, LLC | 41,825 | $846.0 萬 | 2.16% | +14,894+55.3% | 加碼 |
| YHB Investment Advisors, Inc. | 41,671 | $842.8 萬 | 0.73% | +2,439+6.2% | 加碼 |
| American Trust | 41,547 | $840.3 萬 | 0.69% | −1,045−2.5% | 減碼 |
| PDS Planning, Inc | 41,543 | $840.2 萬 | 0.85% | +1,499+3.7% | 加碼 |
| Mandatum Life Insurance Co Ltd | 41,502 | $839.4 萬 | 2.81% | 00.0% | 不變 |
| First Nebraska Trust Co | 41,340 | $836.1 萬 | 0.86% | −115−0.3% | 減碼 |
| Jaffetilchin Investment Partners, LLC | 41,284 | $835.0 萬 | 0.71% | +844+2.1% | 加碼 |
| Stony Point Wealth Management Inc. | 41,174 | $832.8 萬 | 3.61% | −4,712−10.3% | 減碼 |
| Bradley & Co. Private Wealth Management, LLC | 41,095 | $831.2 萬 | 6.15% | −852−2.0% | 減碼 |
| Strategic Advisors LLC | 41,011 | $829.5 萬 | 1.61% | −1,803−4.2% | 減碼 |
| RBF Capital, LLC | 41,000 | $829.3 萬 | 0.48% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 40,291 | $827.8 萬 | 0.40% | +9,308+30.0% | 加碼 |
| Capital Asset Advisory Services LLC | 39,860 | $827.6 萬 | 0.45% | +244+0.6% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 40,911 | $827.5 萬 | 0.85% | −152−0.4% | 減碼 |
| Ethic Inc. | 40,741 | $824.0 萬 | 0.19% | +7,266+21.7% | 加碼 |
| Fidelis Capital Partners, LLC | 41,108 | $823.8 萬 | 1.17% | +4,898+13.5% | 加碼 |
| Chronos Wealth Management, LLC | 40,703 | $823.3 萬 | 4.58% | +80.0% | 加碼 |
| Hixon Zuercher, LLC | 40,695 | $823.1 萬 | 3.47% | −5,222−11.4% | 減碼 |
| Harvey Capital Management Inc | 40,665 | $822.5 萬 | 2.16% | −2,477−5.7% | 減碼 |
| DF Dent & Co Inc | 40,532 | $819.8 萬 | 0.11% | −6,419−13.7% | 減碼 |
| Covington Investment Advisors Inc. | 40,513 | $819.4 萬 | 1.31% | −5,167−11.3% | 減碼 |