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 |
|---|---|---|---|---|---|
| Laird Norton Trust Company, LLC | 23,890 | $483.2 萬 | 0.68% | 00.0% | 不變 |
| Doliver Advisors, LP | 23,771 | $480.8 萬 | 1.34% | −882−3.6% | 減碼 |
| Seascape Capital Management | 23,742 | $480.2 萬 | 1.79% | +198+0.8% | 加碼 |
| Pacifica Partners Inc. | 23,036 | $480.2 萬 | 2.06% | −120−0.5% | 減碼 |
| Mine & Arao Wealth Creation & Management, LLC. | 23,734 | $480.0 萬 | 2.34% | +3,151+15.3% | 加碼 |
| Blue Edge Capital, LLC | 23,727 | $479.9 萬 | 0.79% | −100.0% | 減碼 |
| Blume Capital Management, Inc. | 23,562 | $476.6 萬 | 1.15% | −50−0.2% | 減碼 |
| Granite Bay Wealth Management, LLC | 23,429 | $473.9 萬 | 2.54% | +1,051+4.7% | 加碼 |
| WD Rutherford LLC | 23,402 | $473.3 萬 | 2.38% | −276−1.2% | 減碼 |
| Holowesko Partners Ltd. | 23,400 | $473.3 萬 | 2.67% | −46,900−66.7% | 減碼 |
| Dynasty Wealth Management, LLC | 23,385 | $473.0 萬 | 0.14% | +1,124+5.0% | 加碼 |
| Twin Tree Management, LP | 23,276 | $470.8 萬 | 0.14% | +23,276 | 新進 |
| Bowman & Co S.C. | 23,251 | $470.2 萬 | 2.72% | +1,568+7.2% | 加碼 |
| West Michigan Advisors, LLC | 23,234 | $469.9 萬 | 1.49% | +317+1.4% | 加碼 |
| Synergy Financial Management, LLC | 23,224 | $469.7 萬 | 0.74% | +6,127+35.8% | 加碼 |
| Trifecta Capital Advisors, LLC | 23,201 | $469.3 萬 | 1.04% | +565+2.5% | 加碼 |
| BNC Wealth Management, LLC | 23,171 | $468.6 萬 | 1.74% | +16,315+238.0% | 加碼 |
| Sheets Smith Wealth Management | 23,123 | $467.7 萬 | 0.56% | −227−1.0% | 減碼 |
| Strategic Investment Advisors | 23,112 | $467.5 萬 | 0.57% | +8,964+63.4% | 加碼 |
| Pavion Blue Capital, LLC | 23,070 | $466.6 萬 | 2.30% | −185−0.8% | 減碼 |
| Founders Financial Alliance, LLC | 23,013 | $465.5 萬 | 1.38% | −1,629−6.6% | 減碼 |
| Key Financial Inc | 23,001 | $465.2 萬 | 1.12% | +249+1.1% | 加碼 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 23,000 | $465.2 萬 | 2.40% | −3,000−11.5% | 減碼 |
| Richard P Slaughter Associates Inc | 22,996 | $465.1 萬 | 1.10% | −380−1.6% | 減碼 |
| Wakefield Asset Management LLLP | 22,996 | $465.1 萬 | 1.63% | +283+1.2% | 加碼 |
| O'Rourke & Company, Inc | 22,980 | $464.8 萬 | 2.62% | −61−0.3% | 減碼 |
| Citizens & Northern Corp | 22,964 | $464.5 萬 | 1.45% | −1,172−4.9% | 減碼 |
| Grandfield & Dodd, LLC | 22,957 | $464.3 萬 | 0.29% | −1,088−4.5% | 減碼 |
| Advisors Management Group Inc | 22,878 | $462.7 萬 | 1.16% | +1,094+5.0% | 加碼 |
| Trustco Bank Corp N Y | 22,867 | $462.5 萬 | 4.92% | −420−1.8% | 減碼 |
| Capital Investment Advisory Services, LLC | 22,863 | $462.4 萬 | 0.48% | +382+1.7% | 加碼 |
| IMA Wealth, Inc. | 22,810 | $461.4 萬 | 2.04% | −176−0.8% | 減碼 |
| Gables Capital Management Inc. | 22,789 | $460.9 萬 | 2.41% | −335−1.4% | 減碼 |
| NCM Capital Management, LLC | 22,779 | $460.7 萬 | 2.42% | +50.0% | 加碼 |
| Certified Advisory Corp | 22,778 | $460.7 萬 | 0.58% | +261+1.2% | 加碼 |
| NWF Advisory Services Inc. | 22,723 | $459.6 萬 | 0.73% | −1,381−5.7% | 減碼 |
| Hudock, Inc. | 22,713 | $459.4 萬 | 0.86% | +23+0.1% | 加碼 |
| Adirondack Trust Co | 22,702 | $459.2 萬 | 1.87% | −68−0.3% | 減碼 |
| Lineweaver Wealth Advisors, LLC | 22,691 | $459.1 萬 | 0.95% | −91−0.4% | 減碼 |
| Transatlantique Private Wealth LLC | 22,728 | $457.7 萬 | 1.87% | +16+0.1% | 加碼 |
| Bank Hapoalim BM | 22,604 | $457.2 萬 | 0.65% | −2,544−10.1% | 減碼 |
| Delta Financial Group, Inc. | 22,517 | $455.4 萬 | 1.91% | −412−1.8% | 減碼 |
| Pinkerton Retirement Specialists, LLC | 22,504 | $455.2 萬 | 0.70% | +1,175+5.5% | 加碼 |
| Curbstone Financial Management Corp | 22,500 | $455.1 萬 | 0.99% | −880−3.8% | 減碼 |
| Central Valley Advisors, LLC | 22,951 | $454.3 萬 | 2.50% | +260+1.1% | 加碼 |
| Perkins Coie Trust Co | 22,430 | $453.7 萬 | 1.05% | +1,687+8.1% | 加碼 |
| Everhart Financial Group, Inc. | 22,411 | $453.3 萬 | 1.18% | +1,045+4.9% | 加碼 |
| Nichols & Pratt Advisers LLP | 22,362 | $452.3 萬 | 0.31% | −1,372−5.8% | 減碼 |
| Intrepid Financial Planning Group LLC | 22,301 | $451.1 萬 | 1.94% | +205+0.9% | 加碼 |
| Altrius Capital Management Inc | 22,283 | $450.7 萬 | 1.19% | +110+0.5% | 加碼 |
| Norway Savings Bank | 22,276 | $450.6 萬 | 2.57% | +153+0.7% | 加碼 |
| GeoWealth Management, LLC | 22,242 | $449.9 萬 | 0.20% | +3,195+16.8% | 加碼 |
| Argus Investors' Counsel, Inc. | 22,239 | $449.8 萬 | 2.76% | +582+2.7% | 加碼 |
| Weil Company, Inc. | 22,166 | $448.3 萬 | 1.64% | −385−1.7% | 減碼 |
| Keystone Financial Group | 22,138 | $447.8 萬 | 1.60% | +1,265+6.1% | 加碼 |
| Kensington Investment Counsel, LLC | 22,135 | $447.7 萬 | 1.98% | +726+3.4% | 加碼 |
| Kampmann Melissa S. | 22,051 | $446.0 萬 | 3.26% | +304+1.4% | 加碼 |
| Larson Financial Group LLC | 22,048 | $445.9 萬 | 0.30% | +1,172+5.6% | 加碼 |
| Wasatch Advisors Inc | 22,030 | $445.6 萬 | 0.02% | −2,000−8.3% | 減碼 |
| Beaton Management Co. Inc. | 22,017 | $445.3 萬 | 2.39% | −26−0.1% | 減碼 |
| CX Institutional | 22,009 | $445.2 萬 | 0.21% | −1,480−6.3% | 減碼 |
| Virginia Wealth Management Group, Inc. | 22,002 | $445.0 萬 | 3.65% | −109−0.5% | 減碼 |
| Massachusetts Wealth Management | 21,934 | $443.6 萬 | 2.98% | +75+0.3% | 加碼 |
| Signature Estate & Investment Advisors LLC | 21,921 | $443.4 萬 | 0.11% | +16,679+318.2% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 21,875 | $442.5 萬 | 0.01% | +7,997+57.6% | 加碼 |
| Cornerstone Wealth Management, LLC | 21,872 | $442.4 萬 | 0.34% | −2,352−9.7% | 減碼 |
| Eagle Capital Management, LLC | 21,867 | $442.3 萬 | 1.95% | +84+0.4% | 加碼 |
| Occidental Asset Management, LLC | 21,834 | $441.6 萬 | 0.77% | −1,944−8.2% | 減碼 |
| Lodestone Wealth Management LLC | 21,812 | $441.2 萬 | 2.35% | −156−0.7% | 減碼 |
| Prestige Wealth Management Group LLC | 21,785 | $440.6 萬 | 0.95% | +6,574+43.2% | 加碼 |
| Horizon Investments, LLC | 21,890 | $440.3 萬 | 0.12% | −43,849−66.7% | 減碼 |
| Sweeney & Michel, LLC | 21,162 | $439.4 萬 | 1.87% | −274−1.3% | 減碼 |
| Account Management LLC | 21,715 | $439.2 萬 | 4.98% | −500−2.3% | 減碼 |
| SWS Partners | 21,720 | $438.8 萬 | 1.31% | −1,245−5.4% | 減碼 |
| Providence Wealth Advisors, LLC | 21,379 | $438.6 萬 | 3.50% | +155+0.7% | 加碼 |
| Ameliora Wealth Management Ltd. | 21,681 | $438.5 萬 | 1.99% | −1,258−5.5% | 減碼 |
| Sugarloaf Wealth Management, LLC | 21,674 | $438.4 萬 | 0.89% | −80.0% | 減碼 |
| Bank Ozk | 21,657 | $438.0 萬 | 1.90% | −80.0% | 減碼 |
| Marathon Capital Management | 21,629 | $437.5 萬 | 1.11% | +401+1.9% | 加碼 |
| West Oak Capital, LLC | 21,612 | $437.1 萬 | 1.76% | +18+0.1% | 加碼 |
| Lincoln Capital Corp | 21,605 | $437.0 萬 | 1.87% | −2,368−9.9% | 減碼 |
| Convergence Investment Partners, LLC | 21,552 | $435.9 萬 | 1.27% | −1,969−8.4% | 減碼 |
| Pine Ridge Advisers LLC | 21,500 | $434.9 萬 | 0.46% | 00.0% | 不變 |
| Edgewood Management LLC | 21,464 | $434.1 萬 | 0.01% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 21,756 | $433.3 萬 | 0.71% | +4,823+28.5% | 加碼 |
| Second Line Capital, LLC | 21,405 | $432.9 萬 | 1.32% | +1,752+8.9% | 加碼 |
| River Street Advisors LLC | 21,367 | $432.2 萬 | 2.68% | +2,716+14.6% | 加碼 |
| VeraBank, N.A. | 21,344 | $431.7 萬 | 1.34% | −147−0.7% | 減碼 |
| Platte River Wealth Advisors, LLC | 21,303 | $430.9 萬 | 1.21% | −619−2.8% | 減碼 |
| Evermay Wealth Management LLC | 21,225 | $429.3 萬 | 0.69% | +320+1.5% | 加碼 |
| Spirit of America Management Corp | 21,192 | $428.6 萬 | 0.87% | +200+1.0% | 加碼 |
| Stoneridge Investment Partners LLC | 21,146 | $427.7 萬 | 1.62% | +9,479+81.2% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 21,134 | $427.5 萬 | 0.05% | −49−0.2% | 減碼 |
| Coppell Advisory Solutions LLC | 21,124 | $427.2 萬 | 0.70% | +21,124 | 新進 |
| Naviter Wealth, LLC | 21,120 | $427.2 萬 | 0.64% | +63+0.3% | 加碼 |
| Pure Financial Advisors, Inc. | 21,118 | $427.1 萬 | 0.12% | +909+4.5% | 加碼 |
| L2 Asset Management, LLC | 21,110 | $427.0 萬 | 1.29% | −11,766−35.8% | 減碼 |
| X-Square Capital, LLC | 21,092 | $426.6 萬 | 1.98% | −204−1.0% | 減碼 |
| Sargent Investment Group, LLC | 21,086 | $426.5 萬 | 0.87% | −2,105−9.1% | 減碼 |
| San Luis Wealth Advisors LLC | 21,057 | $425.9 萬 | 1.02% | +72+0.3% | 加碼 |