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 |
|---|---|---|---|---|---|
| Redwood Investments, LLC | 30,559 | $541.7 萬 | 1.85% | −962−3.1% | 減碼 |
| Scott & Selber, Inc. | 26,775 | $541.6 萬 | 1.73% | +362+1.4% | 加碼 |
| Benjamin Edwards Inc | 26,775 | $541.5 萬 | 1.04% | −259−1.0% | 減碼 |
| Maxwell Wealth Strategies Inc. | 26,770 | $541.4 萬 | 2.65% | −15−0.1% | 減碼 |
| Andrew Hill Investment Advisors, Inc. | 26,764 | $541.3 萬 | 4.49% | +2,505+10.3% | 加碼 |
| Uncommon Cents Investing LLC | 26,740 | $540.8 萬 | 1.70% | −53−0.2% | 減碼 |
| First PREMIER Bank | 26,699 | $540.1 萬 | 1.44% | +33+0.1% | 加碼 |
| Holderness Investments Co | 26,682 | $539.7 萬 | 1.27% | +449+1.7% | 加碼 |
| GTS Securities LLC | 26,680 | $539.6 萬 | 0.11% | +21,189+385.9% | 加碼 |
| Hudson Capital Management LLC | 26,678 | $539.6 萬 | 1.81% | +378+1.4% | 加碼 |
| Monetary Management Group Inc | 26,654 | $539.1 萬 | 1.43% | −275−1.0% | 減碼 |
| Montecito Bank & Trust | 26,654 | $539.1 萬 | 1.10% | +44+0.2% | 加碼 |
| First National Bank of Mount Dora, Trust Investment Services | 26,527 | $536.5 萬 | 1.29% | −1,348−4.8% | 減碼 |
| Brandywine Oak Private Wealth LLC | 26,510 | $536.2 萬 | 0.55% | +263+1.0% | 加碼 |
| Connable Office Inc | 26,501 | $536.0 萬 | 0.58% | −1,262−4.5% | 減碼 |
| Clarius Group, LLC | 26,468 | $535.3 萬 | 0.38% | −691−2.5% | 減碼 |
| Modus Advisors, LLC | 26,409 | $534.2 萬 | 1.89% | +297+1.1% | 加碼 |
| CoreCap Advisors, LLC | 26,407 | $534.1 萬 | 0.55% | +167+0.6% | 加碼 |
| Parisi Gray Wealth Management | 26,369 | $533.3 萬 | 1.91% | −68−0.3% | 減碼 |
| TrinityPoint Wealth, LLC | 26,259 | $531.1 萬 | 0.83% | +390+1.5% | 加碼 |
| Mather Group, LLC. | 26,453 | $529.9 萬 | 0.07% | +6,275+31.1% | 加碼 |
| Am Investment Strategies LLC | 26,168 | $529.3 萬 | 1.31% | +313+1.2% | 加碼 |
| Coastline Trust Co | 26,169 | $529.3 萬 | 0.62% | −5,375−17.0% | 減碼 |
| Mystic Asset Management, Inc. | 26,068 | $527.2 萬 | 2.13% | −40.0% | 減碼 |
| Essex Savings Bank | 26,016 | $526.2 萬 | 1.42% | −32−0.1% | 減碼 |
| Codex Capital Asset Management L.L.C. | 26,000 | $525.9 萬 | 2.41% | +26,000 | 新進 |
| Morton Community Bank | 25,963 | $525.1 萬 | 1.48% | +511+2.0% | 加碼 |
| Vista Investment Management | 25,949 | $524.8 萬 | 2.13% | −696−2.6% | 減碼 |
| Hoey Investments, Inc | 25,879 | $523.4 萬 | 1.00% | +3,501+15.6% | 加碼 |
| Trust Point Inc. | 25,821 | $522.3 萬 | 0.42% | −1,076−4.0% | 減碼 |
| Modern Wealth Management, LLC | 25,802 | $521.9 萬 | 0.38% | +1,982+8.3% | 加碼 |
| Icon Advisers Inc | 25,387 | $521.6 萬 | 1.17% | −2,200−8.0% | 減碼 |
| Investment Research & Advisory Group, Inc. | 25,786 | $521.5 萬 | 2.34% | +349+1.4% | 加碼 |
| Liberty Capital Management, Inc. | 25,773 | $521.3 萬 | 1.24% | +338+1.3% | 加碼 |
| Papp L Roy & Associates | 25,750 | $520.8 萬 | 0.63% | −75−0.3% | 減碼 |
| Ables, Iannone, Moore & Associates, Inc. | 25,711 | $520.0 萬 | 3.44% | −333−1.3% | 減碼 |
| Malaga Cove Capital, LLC | 25,689 | $519.6 萬 | 2.11% | −76−0.3% | 減碼 |
| Arlington Financial Advisors, LLC | 25,677 | $519.3 萬 | 1.14% | −804−3.0% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 25,637 | $518.5 萬 | 0.27% | −1,512−5.6% | 減碼 |
| Gilliland Jeter Wealth Management LLC | 25,618 | $518.2 萬 | 1.75% | −281−1.1% | 減碼 |
| Buckingham Capital Management, Inc. | 25,592 | $517.6 萬 | 0.62% | −1,691−6.2% | 減碼 |
| Nan Shan Life Insurance Co., Ltd. | 25,587 | $517.5 萬 | 0.12% | 00.0% | 不變 |
| Mathes Company, Inc. | 25,488 | $515.5 萬 | 1.87% | +445+1.8% | 加碼 |
| Gradient Capital Advisors, LLC | 25,475 | $515.3 萬 | 1.84% | +308+1.2% | 加碼 |
| Moloney Securities Asset Management, LLC | 25,419 | $514.1 萬 | 0.74% | −201−0.8% | 減碼 |
| Connecticut Wealth Management, LLC | 25,415 | $514.0 萬 | 0.27% | +3,045+13.6% | 加碼 |
| BOK Financial Private Wealth, Inc. | 25,392 | $513.6 萬 | 0.37% | −238−0.9% | 減碼 |
| RB Capital Management, LLC | 25,377 | $513.3 萬 | 1.31% | +57+0.2% | 加碼 |
| Trinity Legacy Partners, LLC | 25,323 | $512.2 萬 | 1.46% | +1,222+5.1% | 加碼 |
| Saranac Partners Ltd | 25,319 | $512.1 萬 | 3.05% | +23,047+1,014.4% | 加碼 |
| Hunter Perkins Capital Management, LLC | 25,242 | $510.5 萬 | 1.07% | +1,410+5.9% | 加碼 |
| Midwest Professional Planners, LTD. | 25,234 | $510.4 萬 | 1.71% | −199−0.8% | 減碼 |
| Signet Investment Advisory Group, Inc. | 25,205 | $509.8 萬 | 2.73% | +176+0.7% | 加碼 |
| Lincluden Management Ltd | 25,186 | $509.4 萬 | 0.62% | +1,273+5.3% | 加碼 |
| Valley National Advisers Inc | 25,165 | $508.9 萬 | 0.76% | −1,867−6.9% | 減碼 |
| Monticello Wealth Management, LLC | 25,155 | $508.8 萬 | 0.48% | −7,844−23.8% | 減碼 |
| Nicolet Bankshares Inc | 25,061 | $506.9 萬 | 1.26% | +55+0.2% | 加碼 |
| Leelyn Smith, LLC | 25,020 | $506.1 萬 | 0.98% | +34+0.1% | 加碼 |
| Greenfield Savings Bank | 25,013 | $505.9 萬 | 2.60% | +210+0.8% | 加碼 |
| Monetta Financial Services Inc | 25,000 | $505.6 萬 | 4.37% | −3,000−10.7% | 減碼 |
| Eos Management, L.P. | 25,000 | $505.6 萬 | 1.97% | 00.0% | 不變 |
| AAFMAA Wealth Management & Trust LLC | 25,000 | $505.6 萬 | 2.49% | 00.0% | 不變 |
| S&CO Inc | 24,999 | $505.6 萬 | 0.35% | 00.0% | 不變 |
| Calamos Wealth Management LLC | 24,938 | $504.4 萬 | 0.27% | −286−1.1% | 減碼 |
| WealthPlan Investment Management, LLC | 24,928 | $504.2 萬 | 0.76% | +1,403+6.0% | 加碼 |
| Mount Vernon Associates Inc | 24,857 | $502.8 萬 | 4.46% | −465−1.8% | 減碼 |
| Atlas Brown,Inc. | 24,858 | $502.8 萬 | 1.80% | −1,565−5.9% | 減碼 |
| Dudley Capital Management, LLC | 24,797 | $501.5 萬 | 2.81% | +1,450+6.2% | 加碼 |
| Bank of Stockton | 24,767 | $500.9 萬 | 1.59% | +422+1.7% | 加碼 |
| United Bank | 24,740 | $500.4 萬 | 2.50% | +188+0.8% | 加碼 |
| Rowland & Co Investment Counsel | 24,733 | $500.3 萬 | 1.09% | −1,230−4.7% | 減碼 |
| SOL Capital Management CO | 24,728 | $500.1 萬 | 0.60% | +530+2.2% | 加碼 |
| Aspiriant, LLC | 24,574 | $497.0 萬 | 0.20% | −5,154−17.3% | 減碼 |
| Octavia Wealth Advisors, LLC | 24,571 | $497.0 萬 | 0.68% | +40+0.2% | 加碼 |
| Rollins Financial Advisors, LLC | 24,569 | $496.9 萬 | 0.85% | +6,738+37.8% | 加碼 |
| Concord Asset Management, LLC | 24,561 | $496.8 萬 | 1.23% | +2,674+12.2% | 加碼 |
| Klingman & Associates, LLC | 24,532 | $496.2 萬 | 0.34% | +12,979+112.3% | 加碼 |
| Rosenblum Silverman Sutton S F Inc | 24,508 | $495.7 萬 | 1.33% | −155−0.6% | 減碼 |
| Mountain Pacific Investment Advisers Inc | 24,468 | $494.9 萬 | 0.37% | −1,208−4.7% | 減碼 |
| Long Run Wealth Advisors, LLC | 24,453 | $494.6 萬 | 1.25% | −3,435−12.3% | 減碼 |
| Wilkins Investment Counsel Inc | 24,432 | $494.2 萬 | 0.74% | −350−1.4% | 減碼 |
| Shoker Investment Counsel, Inc. | 24,423 | $494.0 萬 | 1.74% | −1,298−5.0% | 減碼 |
| Lee Danner & Bass Inc | 24,362 | $492.8 萬 | 0.38% | +24,362 | 新進 |
| Roanoke Asset Management Corp | 24,357 | $492.6 萬 | 1.63% | +17+0.1% | 加碼 |
| McKinley Carter Wealth Services, Inc. | 24,319 | $491.9 萬 | 0.31% | −375−1.5% | 減碼 |
| Winch Advisory Services, LLC | 24,289 | $491.3 萬 | 1.40% | +329+1.4% | 加碼 |
| SeaBridge Investment Advisors LLC | 24,277 | $491.0 萬 | 1.27% | −15−0.1% | 減碼 |
| Legacy Advisors, LLC | 24,236 | $490.2 萬 | 0.60% | +3,887+19.1% | 加碼 |
| Umpqua Bank | 24,225 | $490.0 萬 | 1.90% | +666+2.8% | 加碼 |
| Premier Path Wealth Partners, LLC | 24,221 | $489.9 萬 | 0.83% | +953+4.1% | 加碼 |
| Charles Schwab Trust Co | 24,204 | $489.5 萬 | 0.45% | +1,100+4.8% | 加碼 |
| Guardian Wealth Advisors, LLC | 24,182 | $489.1 萬 | 0.57% | +78+0.3% | 加碼 |
| Avestar Capital, LLC | 24,156 | $488.6 萬 | 0.54% | +4,023+20.0% | 加碼 |
| Newman Dignan & Sheerar, Inc. | 24,149 | $488.4 萬 | 1.26% | −478−1.9% | 減碼 |
| Harbor Advisors LLC | 24,148 | $488.4 萬 | 0.90% | 00.0% | 不變 |
| Sterling Investment Advisors, Ltd. | 24,066 | $486.8 萬 | 1.32% | −173−0.7% | 減碼 |
| Mechanics Financial Corp | 24,048 | $486.4 萬 | 2.50% | −140−0.6% | 減碼 |
| Studio Investment Management LLC | 24,018 | $485.8 萬 | 1.11% | +661+2.8% | 加碼 |
| Patrick M Sweeney & Associates, Inc | 24,001 | $485.5 萬 | 3.92% | −70.0% | 減碼 |
| Fairfield, Bush & Co. | 23,976 | $484.9 萬 | 2.91% | −866−3.5% | 減碼 |