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 |
|---|---|---|---|---|---|
| Financial Advisory Partners, LLC | 21,011 | $425.0 萬 | 1.59% | −537−2.5% | 減碼 |
| Altfest L J & Co Inc | 20,996 | $424.7 萬 | 0.58% | −33−0.2% | 減碼 |
| Knott David M Jr | 20,985 | $424.4 萬 | 1.69% | 00.0% | 不變 |
| Quantitative Investment Management, LLC | 20,926 | $423.2 萬 | 0.46% | +20,926 | 新進 |
| Royal Capital Wealth Management, LLC | 20,867 | $422.0 萬 | 3.18% | +368+1.8% | 加碼 |
| Northcape Wealth Management, LLC | 20,865 | $422.0 萬 | 1.52% | +464+2.3% | 加碼 |
| Marks Group Wealth Management, Inc | 20,838 | $421.5 萬 | 0.44% | −745−3.5% | 減碼 |
| apricus wealth, LLC | 20,815 | $421.0 萬 | 3.01% | −824−3.8% | 減碼 |
| DeDora Capital, Inc. | 20,804 | $420.8 萬 | 1.29% | +60+0.3% | 加碼 |
| Triasima Portfolio Management inc. | 20,777 | $420.2 萬 | 0.38% | +300+1.5% | 加碼 |
| SOA Wealth Advisors, LLC. | 20,771 | $420.1 萬 | 0.85% | −409−1.9% | 減碼 |
| FCG Investment Co | 20,770 | $420.1 萬 | 3.19% | +4,338+26.4% | 加碼 |
| Liberty One Investment Management, LLC | 20,725 | $419.2 萬 | 0.47% | −1,581−7.1% | 減碼 |
| Wunderlich Capital Managemnt | 20,718 | $419.0 萬 | 1.87% | −335−1.6% | 減碼 |
| Farmers & Merchants Trust Co of Chambersburg PA | 20,680 | $418.3 萬 | 1.69% | −295−1.4% | 減碼 |
| FLC Capital Advisors | 20,661 | $417.9 萬 | 1.03% | +50.0% | 加碼 |
| Proquility Private Wealth Partners, LLC | 20,626 | $417.2 萬 | 1.42% | −707−3.3% | 減碼 |
| Brown, Lisle/Cummings, Inc. | 20,568 | $416.0 萬 | 1.36% | −275−1.3% | 減碼 |
| Abacus Planning Group, Inc. | 20,560 | $415.8 萬 | 0.81% | +256+1.3% | 加碼 |
| Archford Capital Strategies, LLC | 20,555 | $415.7 萬 | 0.67% | −234−1.1% | 減碼 |
| Northstar Asset Management LLC | 20,541 | $415.5 萬 | 1.01% | −200−1.0% | 減碼 |
| Zullo Investment Group, Inc. | 20,504 | $414.7 萬 | 1.82% | +142+0.7% | 加碼 |
| Sanders Morris Harris LLC | 20,494 | $414.5 萬 | 0.68% | 00.0% | 不變 |
| Financial Advocates Investment Management | 20,488 | $414.4 萬 | 0.26% | −3,819−15.7% | 減碼 |
| Peachtree Investment Partners, LLC | 20,480 | $414.2 萬 | 1.62% | +451+2.3% | 加碼 |
| Archer Investment Corp | 20,427 | $413.2 萬 | 1.21% | −116−0.6% | 減碼 |
| Beaumont Financial Advisors, LLC | 20,427 | $413.2 萬 | 0.33% | +134+0.7% | 加碼 |
| Leisure Capital Management | 20,408 | $412.8 萬 | 1.92% | −85−0.4% | 減碼 |
| Founders Financial Securities LLC | 20,389 | $412.4 萬 | 0.39% | +4,456+28.0% | 加碼 |
| Prudent Man Advisors, LLC | 20,381 | $412.2 萬 | 1.46% | +789+4.0% | 加碼 |
| Catalytic Wealth RIA, LLC | 20,353 | $411.7 萬 | 0.81% | +79+0.4% | 加碼 |
| Resurgent Financial Advisors LLC | 20,325 | $411.1 萬 | 2.56% | −706−3.4% | 減碼 |
| Regatta Capital Group, LLC | 20,318 | $410.9 萬 | 0.89% | +700+3.6% | 加碼 |
| Mirabaud & Cie SA | 20,315 | $410.9 萬 | 1.39% | −817−3.9% | 減碼 |
| Ruffer LLP | 20,265 | $410.1 萬 | 0.18% | +4,729+30.4% | 加碼 |
| Finer Wealth Management, Inc. | 20,216 | $408.9 萬 | 2.64% | −1,036−4.9% | 減碼 |
| Manchester Capital Management LLC | 20,213 | $408.8 萬 | 0.49% | +99+0.5% | 加碼 |
| Second Half Financial Partners, LLC | 20,183 | $408.2 萬 | 3.27% | −625−3.0% | 減碼 |
| St. Louis Trust Co | 20,181 | $408.2 萬 | 0.62% | 00.0% | 不變 |
| StrongBox Wealth, LLC | 20,163 | $407.8 萬 | 1.93% | +212+1.1% | 加碼 |
| WMS Partners, LLC | 20,162 | $407.8 萬 | 0.26% | +4,063+25.2% | 加碼 |
| Jmac Enterprises LLC | 20,162 | $407.8 萬 | 0.72% | −696−3.3% | 減碼 |
| BCGM Wealth Management, LLC | 20,108 | $406.7 萬 | 1.41% | +1,047+5.5% | 加碼 |
| Acropolis Investment Management, LLC | 20,106 | $406.7 萬 | 0.26% | +672+3.5% | 加碼 |
| Poehling Capital Management, LLC | 20,105 | $406.6 萬 | 1.11% | −785−3.8% | 減碼 |
| 180 Wealth Advisors, LLC | 19,593 | $406.5 萬 | 0.66% | +167+0.9% | 加碼 |
| Relyea Zuckerberg Hanson LLC | 20,095 | $406.4 萬 | 0.68% | +271+1.4% | 加碼 |
| Simon Quick Advisors, LLC | 20,054 | $405.6 萬 | 0.29% | −1,159−5.5% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 20,052 | $405.6 萬 | 0.12% | +1,827+10.0% | 加碼 |
| Sustainable Insight Capital Management, LLC | 20,048 | $405.5 萬 | 2.03% | +4,200+26.5% | 加碼 |
| Sculati Wealth Management, LLC | 20,024 | $405.0 萬 | 1.73% | −291−1.4% | 減碼 |
| J. Safra Sarasin Holding AG | 20,023 | $405.0 萬 | 0.07% | +20,023 | 新進 |
| Cassaday & Co Wealth Management LLC | 20,006 | $404.6 萬 | 0.13% | −203−1.0% | 減碼 |
| Outfitter Financial LLC | 19,988 | $404.3 萬 | 3.37% | −405−2.0% | 減碼 |
| Bell Bank | 19,972 | $404.0 萬 | 0.34% | +870+4.6% | 加碼 |
| Nicholas Investment Partners, LP | 19,967 | $403.9 萬 | 0.42% | 00.0% | 不變 |
| Family Management Corp | 19,917 | $402.8 萬 | 0.71% | +546+2.8% | 加碼 |
| River & Mercantile Asset Management LLP | 19,860 | $401.9 萬 | 1.10% | −266−1.3% | 減碼 |
| Symphony Financial, Ltd. Co. | 19,829 | $399.9 萬 | 0.73% | +6,717+51.2% | 加碼 |
| Avidian Wealth Solutions, LLC | 19,724 | $398.9 萬 | 0.19% | +2,640+15.5% | 加碼 |
| Blueprint Investment Partners LLC | 19,722 | $398.9 萬 | 0.86% | +782+4.1% | 加碼 |
| Quadcap Wealth Management, LLC | 19,718 | $398.9 萬 | 0.72% | −333−1.7% | 減碼 |
| Violich Capital Management, Inc. | 19,695 | $398.4 萬 | 0.54% | 00.0% | 不變 |
| Wrapmanager Inc | 19,688 | $398.2 萬 | 1.10% | +2,026+11.5% | 加碼 |
| Guardian Investment Management | 19,674 | $397.9 萬 | 2.90% | −500−2.5% | 減碼 |
| Ritter Daniher Financial Advisory LLC | 19,671 | $397.9 萬 | 1.27% | +48+0.2% | 加碼 |
| Cobblestone Capital Advisors LLC | 19,623 | $396.9 萬 | 0.24% | −590−2.9% | 減碼 |
| Beech Hill Advisors, Inc. | 19,612 | $396.7 萬 | 1.64% | −139−0.7% | 減碼 |
| Greenline Partners, LLC | 19,292 | $396.4 萬 | 0.60% | −12,928−40.1% | 減碼 |
| Agate Pass Investment Management, LLC | 19,524 | $394.9 萬 | 2.10% | −527−2.6% | 減碼 |
| Piscataqua Savings Bank | 19,501 | $394.4 萬 | 3.50% | −112−0.6% | 減碼 |
| Sawgrass Asset Management LLC | 19,442 | $393.2 萬 | 0.43% | −460−2.3% | 減碼 |
| O'Dell Group, LLC | 19,621 | $393.0 萬 | 0.96% | 00.0% | 不變 |
| Opinicus Capital, Inc. | 19,409 | $392.6 萬 | 3.31% | +341+1.8% | 加碼 |
| Phoenix Wealth Advisors | 19,393 | $392.2 萬 | 1.97% | −443−2.2% | 減碼 |
| Huber Capital Management LLC | 19,333 | $391.0 萬 | 0.89% | 00.0% | 不變 |
| First United Bank Trust | 19,306 | $390.5 萬 | 1.45% | −234−1.2% | 減碼 |
| RKL Wealth Management LLC | 19,305 | $390.5 萬 | 0.38% | −465−2.4% | 減碼 |
| Landscape Capital Management, L.L.C. | 19,275 | $389.9 萬 | 0.33% | +19,275 | 新進 |
| Harvey Investment Co LLC | 19,266 | $389.7 萬 | 0.47% | 00.0% | 不變 |
| Cito Capital Group, LLC | 19,269 | $389.7 萬 | 1.51% | +60.0% | 加碼 |
| Intellectus Partners, LLC | 19,267 | $389.7 萬 | 1.06% | −2,243−10.4% | 減碼 |
| Gold Investment Management Ltd. | 19,227 | $388.9 萬 | 1.64% | −70−0.4% | 減碼 |
| Coastal Investment Advisors, Inc. | 19,219 | $388.7 萬 | 0.76% | +573+3.1% | 加碼 |
| Heartland Bank & Trust Co | 19,206 | $388.5 萬 | 2.20% | +121+0.6% | 加碼 |
| Tiemann Investment Advisors, LLC | 19,187 | $388.1 萬 | 1.73% | −235−1.2% | 減碼 |
| MONECO Advisors, LLC | 19,185 | $388.0 萬 | 0.57% | −391−2.0% | 減碼 |
| Processus Wealth & Capital Management, LLC | 19,179 | $387.9 萬 | 3.22% | +112+0.6% | 加碼 |
| Burney Co | 19,167 | $387.7 萬 | 0.15% | −507−2.6% | 減碼 |
| Mayflower Financial Advisors, LLC | 19,118 | $386.7 萬 | 0.64% | −984−4.9% | 減碼 |
| Crescent Sterling, Ltd. | 19,102 | $386.4 萬 | 3.70% | −1,240−6.1% | 減碼 |
| Missouri Trust & Investment Co | 19,087 | $386.1 萬 | 1.45% | +2,665+16.2% | 加碼 |
| EULAV Asset Management | 19,002 | $384.3 萬 | 0.10% | −2,998−13.6% | 減碼 |
| Hedeker Wealth, LLC | 18,971 | $383.7 萬 | 1.11% | −383−2.0% | 減碼 |
| Twin City Private Wealth, LLC | 18,959 | $383.5 萬 | 3.62% | +57+0.3% | 加碼 |
| Canton Hathaway, LLC | 18,939 | $383.1 萬 | 1.05% | 00.0% | 不變 |
| Investment Advisory Services Inc | 18,941 | $383.1 萬 | 1.40% | −89−0.5% | 減碼 |
| Miller Investment Management, LP | 18,935 | $383.0 萬 | 0.46% | 00.0% | 不變 |
| Investment Partners, Ltd. | 18,935 | $383.0 萬 | 1.72% | −12−0.1% | 減碼 |
| Tranquility Partners, LLC | 18,929 | $382.9 萬 | 1.47% | +744+4.1% | 加碼 |