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 |
|---|---|---|---|---|---|
| Heritage Wealth Management, Inc. | 34,095 | $698.2 萬 | 2.34% | +34,095 | 新進 |
| Ami Investment Management Inc | 34,478 | $697.3 萬 | 2.43% | −3,058−8.1% | 減碼 |
| Pathway Financial Advisers, LLC | 34,542 | $695.7 萬 | 2.49% | −96−0.3% | 減碼 |
| Guyasuta Investment Advisors Inc | 40,869 | $695.2 萬 | 0.51% | −960−2.3% | 減碼 |
| Moody National Bank Trust Division | 34,337 | $694.5 萬 | 0.54% | +1,456+4.4% | 加碼 |
| Palmer Knight Co | 34,134 | $690.4 萬 | 3.30% | +70+0.2% | 加碼 |
| IFG Advisory, LLC | 34,127 | $690.3 萬 | 0.44% | +1,893+5.9% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 34,120 | $690.1 萬 | 0.40% | +1,147+3.5% | 加碼 |
| Kinsale Capital Group, Inc. | 34,109 | $689.9 萬 | 2.39% | +5,863+20.8% | 加碼 |
| Trust Asset Management LLC | 34,101 | $689.7 萬 | 0.58% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 34,030 | $688.3 萬 | 0.65% | −1,022−2.9% | 減碼 |
| Insigneo Advisory Services, LLC | 35,285 | $687.7 萬 | 0.77% | −4,019−10.2% | 減碼 |
| Capital Insight Partners, LLC | 33,973 | $687.1 萬 | 1.30% | −2,012−5.6% | 減碼 |
| Bill Few Associates, Inc. | 33,965 | $687.0 萬 | 2.64% | −918−2.6% | 減碼 |
| MSA Advisors, LLC | 33,900 | $685.7 萬 | 1.97% | −200−0.6% | 減碼 |
| Csenge Advisory Group | 33,891 | $685.5 萬 | 0.39% | +1,682+5.2% | 加碼 |
| Bell & Brown Wealth Advisors, LLC | 33,872 | $685.3 萬 | 2.99% | +907+2.8% | 加碼 |
| Financial Strategies Group, Inc. | 32,996 | $685.1 萬 | 1.72% | +4,019+13.9% | 加碼 |
| Valmark Advisers, Inc. | 33,836 | $684.4 萬 | 0.12% | +1,964+6.2% | 加碼 |
| Chicago Trust Co NA | 33,754 | $682.7 萬 | 1.38% | +3,134+10.2% | 加碼 |
| Stonebrook Private Inc. | 33,741 | $682.5 萬 | 1.96% | +1,214+3.7% | 加碼 |
| Alexander Labrunerie & Co., Inc. | 33,733 | $682.3 萬 | 3.67% | +20+0.1% | 加碼 |
| Ameritas Investment Partners, Inc. | 33,721 | $682.0 萬 | 0.23% | −952−2.7% | 減碼 |
| NTV Asset Management LLC | 33,571 | $679.0 萬 | 0.97% | −119−0.4% | 減碼 |
| Patten Group, Inc. | 33,546 | $678.5 萬 | 1.60% | +120.0% | 加碼 |
| WCG Wealth Advisors LLC | 33,545 | $678.5 萬 | 0.50% | +517+1.6% | 加碼 |
| BBR Partners, LLC | 33,544 | $678.5 萬 | 0.56% | −4,686−12.3% | 減碼 |
| Globeflex Capital L P | 33,400 | $675.5 萬 | 0.71% | 00.0% | 不變 |
| Pegasus Asset Management, Inc. | 33,394 | $675.4 萬 | 2.59% | +1,427+4.5% | 加碼 |
| Ronald Blue Trust, Inc. | 33,710 | $675.2 萬 | 0.09% | +4,693+16.2% | 加碼 |
| Mitchell McLeod Pugh & Williams Inc | 33,369 | $674.9 萬 | 1.54% | +25+0.1% | 加碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 33,323 | $674.0 萬 | 2.64% | +1,587+5.0% | 加碼 |
| StoneX Group Inc. | 33,293 | $673.4 萬 | 0.54% | +2,571+8.4% | 加碼 |
| BigSur Wealth Management LLC | 33,283 | $673.2 萬 | 2.06% | +3,149+10.4% | 加碼 |
| Financial Advisory Service, Inc. | 33,249 | $672.5 萬 | 0.58% | +978+3.0% | 加碼 |
| EverSource Wealth Advisors, LLC | 31,587 | $672.2 萬 | 0.45% | +3,098+10.9% | 加碼 |
| Stone Point Wealth LLC | 33,181 | $671.1 萬 | 2.41% | −868−2.5% | 減碼 |
| Ransom Advisory, Ltd | 33,142 | $670.3 萬 | 3.36% | +381+1.2% | 加碼 |
| Everpar Advisors LLC | 33,114 | $669.8 萬 | 3.35% | +1,740+5.5% | 加碼 |
| Western Wealth Management, LLC | 33,088 | $669.2 萬 | 0.50% | +1,480+4.7% | 加碼 |
| Kentucky Farm Bureau Mutual Insurance Co | 33,000 | $667.5 萬 | 1.52% | 00.0% | 不變 |
| Manhattan West Asset Management, LLC | 32,952 | $666.5 萬 | 1.80% | −3,941−10.7% | 減碼 |
| Inscription Capital, LLC | 32,763 | $662.7 萬 | 1.07% | +448+1.4% | 加碼 |
| Udine Wealth Management, Inc. | 32,676 | $660.9 萬 | 4.60% | +43+0.1% | 加碼 |
| Nikulski Financial, Inc. | 32,578 | $658.9 萬 | 2.10% | +109+0.3% | 加碼 |
| Cinctive Capital Management LP | 32,505 | $657.4 萬 | 0.35% | +32,505 | 新進 |
| Creegan & Nassoura Financial Group, LLC | 32,444 | $656.2 萬 | 4.51% | −300−0.9% | 減碼 |
| Addison Capital Co | 32,413 | $655.6 萬 | 2.84% | +763+2.4% | 加碼 |
| Ahl Investment Management, Inc. | 32,388 | $655.1 萬 | 4.80% | −412−1.3% | 減碼 |
| Gibraltar Capital Management, Inc. | 32,350 | $654.3 萬 | 2.96% | +2,943+10.0% | 加碼 |
| Resonant Capital Advisors, LLC | 32,348 | $654.3 萬 | 0.53% | +3,044+10.4% | 加碼 |
| E&G Advisors, LP | 32,338 | $653.4 萬 | 1.92% | +376+1.2% | 加碼 |
| Chapin Davis, Inc. | 32,290 | $653.1 萬 | 2.23% | +455+1.4% | 加碼 |
| Field & Main Bank | 32,269 | $652.7 萬 | 2.44% | +110+0.3% | 加碼 |
| Washington Trust Advisors, Inc. | 32,241 | $652.1 萬 | 0.60% | +604+1.9% | 加碼 |
| Forte Capital LLC | 32,213 | $651.5 萬 | 0.79% | −321−1.0% | 減碼 |
| Family Legacy, Inc. | 32,209 | $651.5 萬 | 2.33% | −1,075−3.2% | 減碼 |
| Golden State Equity Partners | 32,116 | $649.6 萬 | 1.35% | +32,116 | 新進 |
| Sheaff Brock Investment Advisors, LLC | 32,046 | $648.2 萬 | 0.60% | −4,185−11.6% | 減碼 |
| Herold Advisors, Inc. | 31,974 | $646.8 萬 | 1.50% | +2,464+8.3% | 加碼 |
| Icon Wealth Advisors, LLC | 30,329 | $645.4 萬 | 0.57% | +8,335+37.9% | 加碼 |
| West Branch Capital LLC | 31,903 | $645.3 萬 | 2.40% | +79+0.2% | 加碼 |
| Kovack Advisors, Inc. | 31,896 | $645.1 萬 | 0.71% | +718+2.3% | 加碼 |
| First Trust Investment Solutions L.P. | 31,886 | $644.9 萬 | 0.91% | +17,333+119.1% | 加碼 |
| Nilsine Partners, LLC | 31,763 | $642.4 萬 | 0.86% | +98+0.3% | 加碼 |
| Clarity Wealth Advisors, LLC | 31,705 | $641.3 萬 | 2.07% | −1,385−4.2% | 減碼 |
| RMR Wealth Builders | 31,635 | $639.8 萬 | 0.73% | +1,253+4.1% | 加碼 |
| RFG Advisory, LLC | 31,621 | $639.6 萬 | 0.21% | +2,220+7.6% | 加碼 |
| Lincoln Capital LLC | 31,458 | $636.3 萬 | 1.42% | −17−0.1% | 減碼 |
| Brooks, Moore & Associates, Inc. | 31,400 | $635.1 萬 | 4.08% | −265−0.8% | 減碼 |
| Bedel Financial Consulting, Inc. | 31,318 | $633.4 萬 | 0.93% | −23−0.1% | 減碼 |
| Cary Street Partners Asset Management LLC | 31,301 | $633.1 萬 | 0.93% | +438+1.4% | 加碼 |
| Silvant Capital Management LLC | 31,284 | $632.8 萬 | 0.28% | 00.0% | 不變 |
| WealthPLAN Partners, LLC | 31,243 | $631.9 萬 | 0.68% | −204−0.6% | 減碼 |
| Beacon Harbor Wealth Advisors, Inc. | 31,226 | $631.6 萬 | 1.64% | +49+0.2% | 加碼 |
| Rockline Wealth Management, LLC | 31,191 | $630.9 萬 | 1.95% | +773+2.5% | 加碼 |
| Prosperity Consulting Group, LLC | 31,183 | $630.7 萬 | 0.86% | +500+1.6% | 加碼 |
| Legacy CG, LLC | 31,018 | $627.4 萬 | 2.14% | −274−0.9% | 減碼 |
| Ironvine Capital Partners, LLC | 30,972 | $626.4 萬 | 0.69% | −192−0.6% | 減碼 |
| R.m.sincerbeaux Capital Management LLC | 30,970 | $626.4 萬 | 4.12% | 00.0% | 不變 |
| MidWestOne Financial Group, Inc. | 30,948 | $626.0 萬 | 1.13% | −294−0.9% | 減碼 |
| Abbot Financial Management, Inc. | 30,934 | $625.7 萬 | 3.35% | −386−1.2% | 減碼 |
| Arden Trust Co | 30,864 | $624.3 萬 | 0.87% | −984−3.1% | 減碼 |
| William B. Walkup & Associates, Inc. | 30,803 | $623.0 萬 | 4.08% | +30,803 | 新進 |
| Wealth Effects LLC | 30,788 | $622.7 萬 | 2.26% | +311+1.0% | 加碼 |
| Stamos Capital Partners, L.P. | 30,740 | $621.7 萬 | 1.32% | +690+2.3% | 加碼 |
| RDA Financial Network | 30,690 | $620.7 萬 | 2.03% | −130.0% | 減碼 |
| LVW Advisors, LLC | 30,681 | $620.5 萬 | 0.91% | +286+0.9% | 加碼 |
| Bank of New Hampshire | 30,673 | $620.4 萬 | 1.61% | −915−2.9% | 減碼 |
| Regal Investment Advisors LLC | 30,528 | $617.5 萬 | 0.41% | −114−0.4% | 減碼 |
| Parkside Financial Bank & Trust | 30,478 | $616.5 萬 | 0.97% | −458−1.5% | 減碼 |
| Formidable Asset Management, LLC | 30,421 | $615.3 萬 | 1.00% | +225+0.7% | 加碼 |
| Argyle Capital Management Inc. | 30,402 | $614.9 萬 | 2.53% | −3,525−10.4% | 減碼 |
| McKinley Capital Management LLC /Delaware | 30,400 | $614.9 萬 | 1.08% | −8,830−22.5% | 減碼 |
| EPG Wealth Management LLC | 0 | $614.7 萬 | 1.43% | −29,180−100.0% | 減碼 |
| Americana Partners, LLC | 30,327 | $613.4 萬 | 0.48% | +508+1.7% | 加碼 |
| MSH Capital Advisors LLC | 30,309 | $613.0 萬 | 2.05% | +93+0.3% | 加碼 |
| Trustmark National Bank Trust Department | 30,253 | $611.9 萬 | 0.49% | +2,152+7.7% | 加碼 |
| 9258 Wealth Management, LLC | 30,240 | $611.6 萬 | 0.94% | −320−1.0% | 減碼 |
| Hamilton Point Investment Advisors, LLC | 30,222 | $611.3 萬 | 1.19% | −348−1.1% | 減碼 |