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 |
|---|---|---|---|---|---|
| WealthShield Partners, LLC | 30,215 | $611.1 萬 | 0.93% | +833+2.8% | 加碼 |
| Union Heritage Capital, LLC | 30,205 | $610.9 萬 | 2.40% | 00.0% | 不變 |
| First Business Financial Services, Inc. | 30,195 | $610.7 萬 | 0.65% | +1,093+3.8% | 加碼 |
| Leuthold Group, LLC | 30,159 | $610.0 萬 | 0.71% | +30,159 | 新進 |
| Lombard Odier Asset Management (Europe) Ltd | 30,110 | $609.0 萬 | 0.30% | +2,025+7.2% | 加碼 |
| Syon Capital LLC | 30,035 | $607.5 萬 | 0.56% | +530+1.8% | 加碼 |
| Argent Advisors, Inc. | 30,001 | $606.8 萬 | 2.41% | −792−2.6% | 減碼 |
| Allen Holding Inc | 30,000 | $606.8 萬 | 0.76% | 00.0% | 不變 |
| Permanens Capital L.P. | 29,977 | $606.3 萬 | 0.62% | +3,205+12.0% | 加碼 |
| Atlas Wealth LLC | 29,050 | $606.2 萬 | 0.94% | −277−0.9% | 減碼 |
| Zevenbergen Capital Investments LLC | 29,943 | $605.6 萬 | 0.13% | −375−1.2% | 減碼 |
| Cigna Investments Inc | 29,936 | $605.5 萬 | 1.13% | −610−2.0% | 減碼 |
| Hengehold Capital Management LLC | 29,898 | $604.7 萬 | 0.63% | −378−1.2% | 減碼 |
| Concorde Financial Corp | 29,814 | $603.0 萬 | 3.96% | −7,202−19.5% | 減碼 |
| Buckhead Capital Management LLC | 29,811 | $603.0 萬 | 2.04% | −103−0.3% | 減碼 |
| Sandhill Capital Partners LLC | 29,800 | $602.7 萬 | 0.46% | −704−2.3% | 減碼 |
| Lake Street Advisors Group, LLC | 29,782 | $602.4 萬 | 0.29% | −120−0.4% | 減碼 |
| TRUE Private Wealth Advisors | 29,774 | $602.2 萬 | 0.68% | −1,018−3.3% | 減碼 |
| Supplemental Annuity Collective Trust of NJ | 29,700 | $600.7 萬 | 1.85% | 00.0% | 不變 |
| Paloma Partners Management Co | 29,689 | $600.5 萬 | 0.52% | +28,862+3,490.0% | 加碼 |
| Midland Wealth Advisors LLC | 29,686 | $600.4 萬 | 0.36% | +1,102+3.9% | 加碼 |
| Rehmann Capital Advisory Group | 29,607 | $598.9 萬 | 0.43% | +2,310+8.5% | 加碼 |
| Amica Mutual Insurance Co | 29,579 | $598.3 萬 | 0.59% | −3,549−10.7% | 減碼 |
| Covenant Asset Management, LLC | 29,578 | $598.3 萬 | 1.34% | −853−2.8% | 減碼 |
| HCR Wealth Advisors | 29,481 | $596.3 萬 | 0.85% | −25−0.1% | 減碼 |
| Scissortail Wealth Management, LLC | 29,462 | $595.9 萬 | 1.52% | +144+0.5% | 加碼 |
| BFSG, LLC | 29,439 | $595.4 萬 | 0.75% | −205−0.7% | 減碼 |
| QV Investors Inc. | 29,430 | $595.3 萬 | 0.56% | −5,880−16.7% | 減碼 |
| Amarillo National Bank | 29,414 | $594.9 萬 | 1.13% | −172−0.6% | 減碼 |
| Accurate Wealth Management, LLC | 28,321 | $594.5 萬 | 1.43% | +1,328+4.9% | 加碼 |
| Northern Oak Wealth Management Inc | 29,317 | $593.0 萬 | 0.71% | −1,044−3.4% | 減碼 |
| Concord Wealth Partners | 29,246 | $591.5 萬 | 1.04% | +1,519+5.5% | 加碼 |
| Berry Wealth Group, LP | 29,237 | $591.3 萬 | 4.72% | +644+2.3% | 加碼 |
| Romano Brothers and Company | 29,212 | $590.8 萬 | 0.82% | −184−0.6% | 減碼 |
| Fairhaven Wealth Management, LLC | 29,195 | $590.5 萬 | 1.96% | −169−0.6% | 減碼 |
| Atlantic Trust, LLC | 29,159 | $589.8 萬 | 1.47% | +502+1.8% | 加碼 |
| Enterprise Bank & Trust Co | 29,148 | $589.5 萬 | 2.01% | +82+0.3% | 加碼 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 29,078 | $588.0 萬 | 0.53% | 00.0% | 不變 |
| Mill Creek Capital Advisors, LLC | 29,056 | $587.7 萬 | 0.15% | +534+1.9% | 加碼 |
| Shelter Mutual Insurance Co | 29,000 | $586.6 萬 | 1.53% | 00.0% | 不變 |
| Citizens Business Bank | 28,997 | $586.5 萬 | 1.24% | −4,624−13.8% | 減碼 |
| Exencial Wealth Advisors, LLC | 28,980 | $586.2 萬 | 0.22% | −2,986−9.3% | 減碼 |
| MTM Investment Management, LLC | 28,898 | $584.5 萬 | 2.40% | −475−1.6% | 減碼 |
| Compton Wealth Advisory Group, LLC | 28,864 | $583.8 萬 | 1.56% | +901+3.2% | 加碼 |
| Sunbelt Securities, Inc. | 28,821 | $582.9 萬 | 0.60% | +292+1.0% | 加碼 |
| Richard Bernstein Advisors LLC | 28,804 | $582.6 萬 | 0.13% | 00.0% | 不變 |
| CFM Wealth Partners LLC | 28,799 | $582.5 萬 | 1.07% | +620+2.2% | 加碼 |
| Hall Capital Management Co Inc | 28,786 | $582.2 萬 | 2.78% | +223+0.8% | 加碼 |
| MV Capital Management, Inc. | 28,688 | $580.2 萬 | 0.65% | +192+0.7% | 加碼 |
| DCM Advisors, LLC | 28,663 | $579.7 萬 | 3.06% | −5,397−15.8% | 減碼 |
| Lauterbach Financial Advisors, LLC | 29,058 | $578.7 萬 | 3.81% | +30+0.1% | 加碼 |
| Platform Technology Partners | 28,557 | $577.6 萬 | 1.99% | +28,557 | 新進 |
| Peddock Capital Advisors, LLC | 28,540 | $577.2 萬 | 1.49% | −1,132−3.8% | 減碼 |
| Strategic Financial Services, Inc, | 28,490 | $576.2 萬 | 0.36% | +374+1.3% | 加碼 |
| Gryphon Financial Partners LLC | 28,472 | $575.9 萬 | 0.86% | +1,674+6.2% | 加碼 |
| Evergreen Private Wealth LLC | 28,430 | $575.0 萬 | 2.83% | +252+0.9% | 加碼 |
| Mount Lucas Management LP | 28,406 | $574.5 萬 | 2.04% | +12,700+80.9% | 加碼 |
| Act Two Investors LLC | 28,332 | $573.0 萬 | 1.13% | 00.0% | 不變 |
| Red Cedar Investment Management, LLC | 28,289 | $572.2 萬 | 0.78% | +3,910+16.0% | 加碼 |
| Triangle Securities Wealth Management | 28,243 | $571.2 萬 | 1.61% | −639−2.2% | 減碼 |
| Delta Capital Management LLC | 28,135 | $569.1 萬 | 3.44% | +990+3.6% | 加碼 |
| Centre Asset Management, LLC | 28,120 | $568.8 萬 | 1.31% | +629+2.3% | 加碼 |
| Strategic Planning Group, LLC | 28,108 | $568.5 萬 | 1.24% | +3,754+15.4% | 加碼 |
| Brookmont Capital Management | 28,085 | $568.0 萬 | 3.11% | −657−2.3% | 減碼 |
| Cornercap Investment Counsel Inc | 28,049 | $567.3 萬 | 0.92% | −10,762−27.7% | 減碼 |
| Monarch Capital Management Inc | 27,971 | $565.7 萬 | 1.66% | −765−2.7% | 減碼 |
| Laurion Capital Management LP | 27,952 | $565.4 萬 | 0.18% | +27,952 | 新進 |
| Marino, Stram & Associates LLC | 27,914 | $564.6 萬 | 1.38% | −283−1.0% | 減碼 |
| J. W. Coons Advisors, LLC | 27,895 | $564.2 萬 | 1.36% | +427+1.6% | 加碼 |
| Mattern Wealth Management LLC | 27,868 | $563.7 萬 | 1.36% | −481−1.7% | 減碼 |
| LJI Wealth Management, LLC | 27,818 | $562.6 萬 | 1.24% | −106−0.4% | 減碼 |
| Hallmark Capital Management Inc | 27,801 | $562.3 萬 | 0.45% | −2,322−7.7% | 減碼 |
| Great Lakes Retirement, Inc. | 27,786 | $562.0 萬 | 0.77% | +5,417+24.2% | 加碼 |
| AdvisorNet Financial, Inc | 27,729 | $560.9 萬 | 0.51% | +829+3.1% | 加碼 |
| Proequities, Inc. | 27,714 | $560.5 萬 | 0.35% | −821−2.9% | 減碼 |
| Consolidated Investment Group LLC | 27,692 | $560.1 萬 | 0.87% | 00.0% | 不變 |
| Invera Wealth Advisors, LLC | 26,997 | $560.1 萬 | 5.74% | +400+1.5% | 加碼 |
| Old Port Advisors | 27,654 | $559.3 萬 | 1.67% | −161−0.6% | 減碼 |
| Hayek Kallen Investment Management | 27,624 | $558.7 萬 | 2.08% | +66+0.2% | 加碼 |
| Green Square Capital Advisors LLC | 27,591 | $558.1 萬 | 0.77% | −2,865−9.4% | 減碼 |
| Alta Capital Management LLC | 27,574 | $557.7 萬 | 0.35% | −72−0.3% | 減碼 |
| High Note Wealth, LLC | 27,548 | $557.2 萬 | 1.70% | +1,524+5.9% | 加碼 |
| Smithfield Trust Co | 27,558 | $556.8 萬 | 0.29% | −196−0.7% | 減碼 |
| Hamel Associates, Inc. | 27,527 | $556.7 萬 | 1.75% | +13,780+100.2% | 加碼 |
| Investors Asset Management of Georgia Inc | 27,525 | $556.7 萬 | 2.71% | +10.0% | 加碼 |
| Koshinski Asset Management, Inc. | 26,704 | $554.5 萬 | 0.51% | +1,684+6.7% | 加碼 |
| Grove Bank & Trust | 27,407 | $554.3 萬 | 0.89% | +759+2.8% | 加碼 |
| Symmetry Investments LP | 27,405 | $554.3 萬 | 0.69% | +514+1.9% | 加碼 |
| Athena Investment Management | 27,312 | $552.4 萬 | 3.35% | −343−1.2% | 減碼 |
| Crystal Rock Capital Management | 27,293 | $552.0 萬 | 3.30% | −775−2.8% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 27,249 | $551.1 萬 | 0.81% | +1,383+5.3% | 加碼 |
| SeaCrest Wealth Management, LLC | 27,201 | $550.2 萬 | 0.63% | +392+1.5% | 加碼 |
| GM Advisory Group, Inc. | 27,129 | $548.7 萬 | 0.35% | +114+0.4% | 加碼 |
| SkyOak Wealth, LLC | 27,050 | $547.1 萬 | 1.28% | −844−3.0% | 減碼 |
| Indiana Trust & Investment Management CO | 27,003 | $546.2 萬 | 2.00% | +459+1.7% | 加碼 |
| Ironwood Investment Counsel, LLC | 26,997 | $546.1 萬 | 0.98% | −479−1.7% | 減碼 |
| Butensky & Cohen Financial Security, Inc | 26,989 | $545.9 萬 | 1.74% | −890−3.2% | 減碼 |
| Affinity Investment Advisors, LLC | 26,974 | $545.6 萬 | 4.10% | −402−1.5% | 減碼 |
| Montchanin Asset Management, LLC | 26,972 | $545.5 萬 | 5.15% | +100+0.4% | 加碼 |
| Headinvest, LLC | 26,805 | $542.2 萬 | 1.07% | −1,046−3.8% | 減碼 |