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 |
|---|---|---|---|---|---|
| Capital Group Investment Management Pte. Ltd. | 40,391 | $816.9 萬 | 1.77% | −12,761−24.0% | 減碼 |
| Selway Asset Management | 40,337 | $815.9 萬 | 3.33% | −700−1.7% | 減碼 |
| Arvest Investments, Inc. | 40,318 | $815.5 萬 | 1.31% | −1,340−3.2% | 減碼 |
| Baader Bank INC | 40,288 | $814.6 萬 | 0.64% | −2,428−5.7% | 減碼 |
| Giverny Capital Inc.大師吉維尼資本 | 40,226 | $813.6 萬 | 0.34% | +1,023+2.6% | 加碼 |
| Hilltop Holdings Inc. | 40,205 | $813.2 萬 | 0.95% | −945−2.3% | 減碼 |
| Arrow Financial Corp | 40,145 | $812.0 萬 | 0.79% | −1,996−4.7% | 減碼 |
| Fusion Capital, LLC | 40,134 | $811.8 萬 | 3.70% | −811−2.0% | 減碼 |
| AlTi Global, Inc. | 39,996 | $809.0 萬 | 0.22% | −1,431−3.5% | 減碼 |
| Anchor Investment Management, LLC | 39,993 | $808.9 萬 | 0.83% | +1,195+3.1% | 加碼 |
| Alpha Omega Wealth Management LLC | 39,961 | $808.3 萬 | 1.54% | −406−1.0% | 減碼 |
| Vise Technologies, Inc. | 39,854 | $806.1 萬 | 1.41% | +191+0.5% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 39,795 | $804.9 萬 | 0.42% | +783+2.0% | 加碼 |
| Citizens National Bank Trust Department | 39,764 | $804.3 萬 | 1.79% | +128+0.3% | 加碼 |
| Tradewinds, LLC. | 39,737 | $803.7 萬 | 2.47% | +4,747+13.6% | 加碼 |
| Centiva Capital, LP | 39,567 | $800.3 萬 | 0.39% | +37,180+1,557.6% | 加碼 |
| Graypoint LLC | 39,492 | $798.8 萬 | 0.55% | −4,848−10.9% | 減碼 |
| Empire Financial Management Company, LLC | 39,385 | $796.6 萬 | 2.63% | +633+1.6% | 加碼 |
| Turtle Creek Wealth Advisors, LLC | 39,308 | $795.0 萬 | 1.84% | +3,780+10.6% | 加碼 |
| Bristlecone Advisors, LLC | 39,291 | $794.7 萬 | 0.68% | −943−2.3% | 減碼 |
| Mirabaud Asset Management Ltd | 39,227 | $793.4 萬 | 3.65% | +39,227 | 新進 |
| McDonald Partners LLC | 39,220 | $793.3 萬 | 2.13% | −693−1.7% | 減碼 |
| Mechanics Bank Trust Department | 39,216 | $793.2 萬 | 1.13% | +466+1.2% | 加碼 |
| Arjuna Capital | 39,170 | $792.3 萬 | 2.13% | +560+1.5% | 加碼 |
| Girard Partners Ltd. | 39,155 | $792.0 萬 | 0.75% | −3,889−9.0% | 減碼 |
| Soltis Investment Advisors LLC | 39,042 | $789.7 萬 | 0.84% | +330+0.9% | 加碼 |
| Lorne Steinberg Wealth Management Inc. | 39,041 | $789.6 萬 | 2.54% | +100.0% | 加碼 |
| Parcion Private Wealth LLC | 39,039 | $789.6 萬 | 0.72% | −1,285−3.2% | 減碼 |
| Centaurus Financial, Inc. | 38,968 | $788.2 萬 | 0.52% | +5,900+17.8% | 加碼 |
| Summerhill Capital Management lnc. | 38,935 | $787.5 萬 | 5.58% | −1,102−2.8% | 減碼 |
| Independent Financial Group, LLC | 38,905 | $786.9 萬 | 0.32% | −939−2.4% | 減碼 |
| Van Strum & Towne Inc. | 38,774 | $784.2 萬 | 2.85% | −255−0.7% | 減碼 |
| Checchi Capital Advisers, LLC | 38,750 | $783.8 萬 | 0.62% | +231+0.6% | 加碼 |
| Chemistry Wealth Management LLC | 38,739 | $783.5 萬 | 2.02% | −345−0.9% | 減碼 |
| Little House Capital LLC | 38,628 | $781.3 萬 | 2.44% | +4,436+13.0% | 加碼 |
| Peloton Wealth Strategists | 38,336 | $775.4 萬 | 3.19% | −77−0.2% | 減碼 |
| Qtron Investments LLC | 38,295 | $774.6 萬 | 1.12% | 00.0% | 不變 |
| Philadelphia Trust Co | 38,263 | $773.9 萬 | 0.60% | +199+0.5% | 加碼 |
| Advanced Asset Management Advisors Inc | 38,260 | $773.8 萬 | 2.06% | −43−0.1% | 減碼 |
| Essex LLC | 38,227 | $773.2 萬 | 1.73% | +239+0.6% | 加碼 |
| Drucker Wealth 3.0, LLC | 38,226 | $773.2 萬 | 2.05% | +38,226 | 新進 |
| Roberts Wealth Advisors, LLC | 37,144 | $771.2 萬 | 2.63% | +224+0.6% | 加碼 |
| Churchill Management Corp | 38,076 | $770.1 萬 | 0.09% | +7,089+22.9% | 加碼 |
| Hennessy Advisors Inc | 38,000 | $768.6 萬 | 0.29% | −2,200−5.5% | 減碼 |
| Berkshire Bank | 37,935 | $767.3 萬 | 1.93% | −1,788−4.5% | 減碼 |
| DLK Investment Management, LLC | 37,931 | $767.2 萬 | 3.17% | −187−0.5% | 減碼 |
| Souders Financial Advisors | 37,910 | $766.8 萬 | 1.16% | +1,792+5.0% | 加碼 |
| Legacy Financial Advisors, Inc. | 37,516 | $758.8 萬 | 1.35% | −2,198−5.5% | 減碼 |
| Allen Capital Group, LLC | 37,496 | $758.4 萬 | 1.07% | −943−2.5% | 減碼 |
| PFG Advisors | 37,494 | $758.4 萬 | 0.51% | +623+1.7% | 加碼 |
| Legacy Trust | 37,473 | $757.9 萬 | 1.89% | −2,615−6.5% | 減碼 |
| tru Independence LLC | 37,453 | $757.5 萬 | 2.29% | −242−0.6% | 減碼 |
| Howland Capital Management LLC | 37,425 | $757.0 萬 | 0.36% | −1,031−2.7% | 減碼 |
| Somerset Trust Co | 37,403 | $756.5 萬 | 3.10% | −65−0.2% | 減碼 |
| Owen LaRue, LLC | 37,363 | $755.7 萬 | 4.68% | −2,428−6.1% | 減碼 |
| Jacobs Levy Equity Management, Inc | 37,359 | $755.6 萬 | 0.03% | +30,985+486.1% | 加碼 |
| White Pine Investment CO | 37,326 | $755.0 萬 | 2.22% | +645+1.8% | 加碼 |
| Paradigm Financial Partners, LLC | 37,307 | $754.6 萬 | 1.12% | +2,990+8.7% | 加碼 |
| Boston Research & Management Inc | 37,120 | $750.7 萬 | 1.90% | −569−1.5% | 減碼 |
| Martin Capital Partners, LLC | 37,021 | $748.8 萬 | 3.02% | −1,398−3.6% | 減碼 |
| SPC Financial, Inc. | 36,912 | $746.6 萬 | 0.69% | +1,693+4.8% | 加碼 |
| Parkwood LLC | 36,812 | $744.6 萬 | 0.94% | +772+2.1% | 加碼 |
| Sitrin Capital Management LLC | 36,808 | $744.5 萬 | 3.96% | +138+0.4% | 加碼 |
| Systematic Alpha Investments, LLC | 36,804 | $744.4 萬 | 0.28% | 00.0% | 不變 |
| First Personal Financial Services | 36,797 | $744.3 萬 | 1.68% | −157−0.4% | 減碼 |
| Brick & Kyle, Associates | 36,775 | $743.8 萬 | 3.07% | +1,221+3.4% | 加碼 |
| Capital Investment Counsel, LLC | 36,760 | $743.5 萬 | 1.46% | +1,170+3.3% | 加碼 |
| Belpointe Asset Management LLC | 36,744 | $743.2 萬 | 0.52% | +669+1.9% | 加碼 |
| Focus Financial Network, Inc. | 34,207 | $741.8 萬 | 0.32% | +1,521+4.7% | 加碼 |
| Security National Bank | 36,606 | $740.4 萬 | 1.08% | −392−1.1% | 減碼 |
| Baugh & Associates, LLC | 34,887 | $740.1 萬 | 3.84% | −1,735−4.7% | 減碼 |
| Institutional & Family Asset Management, LLC | 36,563 | $739.5 萬 | 1.13% | −504−1.4% | 減碼 |
| New Hampshire Trust | 36,373 | $735.7 萬 | 1.68% | +109+0.3% | 加碼 |
| Semmax Financial Advisors Inc. | 35,365 | $735.4 萬 | 2.21% | +2,135+6.4% | 加碼 |
| Excalibur Management Corp | 36,254 | $733.3 萬 | 2.99% | +178+0.5% | 加碼 |
| Exchange Capital Management, Inc. | 36,138 | $730.9 萬 | 1.19% | −366−1.0% | 減碼 |
| Bowen Hanes & Co Inc | 35,980 | $727.7 萬 | 0.20% | −205−0.6% | 減碼 |
| Mount Yale Investment Advisors, LLC | 35,817 | $724.4 萬 | 0.57% | −306−0.8% | 減碼 |
| Founders Capital Management | 35,809 | $724.3 萬 | 4.69% | −380−1.1% | 減碼 |
| McBroom & Associates, LLC | 35,803 | $724.2 萬 | 4.54% | +1,203+3.5% | 加碼 |
| Dumont & Blake Investment Advisors LLC | 35,696 | $722.0 萬 | 1.02% | +17,817+99.7% | 加碼 |
| Wedmont Private Capital | 35,161 | $720.6 萬 | 0.45% | +3,059+9.5% | 加碼 |
| Cordatus Wealth Management LLC | 35,592 | $719.9 萬 | 2.70% | +37+0.1% | 加碼 |
| Schmidt P J Investment Management Inc | 35,530 | $718.6 萬 | 1.31% | +402+1.1% | 加碼 |
| TFG Advisers LLC | 35,480 | $717.6 萬 | 2.78% | −753−2.1% | 減碼 |
| Blue Fin Capital, Inc. | 35,434 | $716.7 萬 | 1.43% | −160.0% | 減碼 |
| Jefferies Financial Group Inc. | 35,353 | $715.1 萬 | 0.14% | −219,797−86.1% | 減碼 |
| Gifford Fong Associates | 35,296 | $713.9 萬 | 1.89% | 00.0% | 不變 |
| Kestra Investment Management, LLC | 35,177 | $711.5 萬 | 0.48% | +35,177 | 新進 |
| Paradiem, LLC | 35,174 | $711.4 萬 | 1.78% | 00.0% | 不變 |
| DRW Securities, LLC | 35,173 | $711.4 萬 | 0.44% | +7,899+29.0% | 加碼 |
| Augustine Asset Management Inc | 35,100 | $709.9 萬 | 2.74% | +172+0.5% | 加碼 |
| Sentinel Trust Co Lba | 34,992 | $707.7 萬 | 0.87% | +18+0.1% | 加碼 |
| Harbor Advisory Corp | 34,966 | $707.2 萬 | 2.44% | −2,076−5.6% | 減碼 |
| Strategic Blueprint, LLC | 34,930 | $706.5 萬 | 0.48% | −811−2.3% | 減碼 |
| Horan Capital Advisors, LLC. | 34,908 | $706.0 萬 | 2.48% | −258−0.7% | 減碼 |
| Cottage Street Advisors LLC | 34,767 | $703.2 萬 | 4.18% | −134−0.4% | 減碼 |
| Mission Creek Capital Partners, Inc. | 34,706 | $702.0 萬 | 1.77% | +8,135+30.6% | 加碼 |
| Werlinich Asset Management, LLC | 35,197 | $701.0 萬 | 4.36% | 00.0% | 不變 |
| Marcum Wealth, LLC | 34,611 | $700.0 萬 | 0.70% | +403+1.2% | 加碼 |