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 |
|---|---|---|---|---|---|
| Oak Asset Management, LLC | 18,924 | $382.7 萬 | 1.40% | −25−0.1% | 減碼 |
| Burke & Herbert Bank & Trust Co | 18,884 | $381.9 萬 | 0.93% | +13,318+239.3% | 加碼 |
| Arbor Trust Wealth Advisors, LLC | 18,837 | $381.0 萬 | 2.00% | +80.0% | 加碼 |
| HWG Holdings LP | 18,806 | $380.4 萬 | 1.39% | +18,806 | 新進 |
| Schwarz Dygos Wheeler Investment Advisors LLC | 18,801 | $380.3 萬 | 1.05% | +153+0.8% | 加碼 |
| Claar Advisors LLC | 18,800 | $380.2 萬 | 1.22% | −20,000−51.5% | 減碼 |
| Criterion Capital Advisors, LLC | 18,793 | $380.1 萬 | 2.39% | −42−0.2% | 減碼 |
| Peak Planning Group, LLC | 18,746 | $379.2 萬 | 1.86% | +1,842+10.9% | 加碼 |
| Graybill Bartz & Assoc Ltd | 18,733 | $378.9 萬 | 1.54% | −116−0.6% | 減碼 |
| Jump Financial, LLC | 18,720 | $378.6 萬 | 0.08% | −6,097−24.6% | 減碼 |
| Karpas Strategies, LLC | 18,705 | $378.3 萬 | 1.19% | +36+0.2% | 加碼 |
| Raelipskie Partnership | 18,704 | $378.3 萬 | 2.02% | −170−0.9% | 減碼 |
| Everett Harris & Co | 18,649 | $377.2 萬 | 0.05% | +859+4.8% | 加碼 |
| Worth Financial Advisory Group, LLC | 18,632 | $376.9 萬 | 2.47% | +376+2.1% | 加碼 |
| Central Bank & Trust Co | 18,614 | $376.5 萬 | 0.52% | +1,246+7.2% | 加碼 |
| Banco de Sabadell, S.A | 18,603 | $376.3 萬 | 2.76% | −355−1.9% | 減碼 |
| Catalyst Financial Partners LLC | 18,591 | $376.0 萬 | 0.83% | +2,272+13.9% | 加碼 |
| Trinity Financial Advisors LLC | 18,555 | $375.3 萬 | 1.68% | −428−2.3% | 減碼 |
| Van Cleef Asset Management,Inc | 18,515 | $374.5 萬 | 0.47% | −229−1.2% | 減碼 |
| JT Stratford LLC | 18,502 | $374.2 萬 | 0.70% | −300−1.6% | 減碼 |
| Slagle Financial, LLC | 18,492 | $374.0 萬 | 1.92% | +767+4.3% | 加碼 |
| Mattson Financial Services, LLC | 18,490 | $374.0 萬 | 1.33% | +18,490 | 新進 |
| Wynn Capital, LLC | 18,486 | $373.9 萬 | 2.77% | +344+1.9% | 加碼 |
| White Pine Capital LLC | 18,461 | $373.4 萬 | 1.42% | +204+1.1% | 加碼 |
| WP Advisors, LLC | 18,405 | $372.3 萬 | 1.19% | +108+0.6% | 加碼 |
| Vista Wealth Management Group, LLC | 18,404 | $372.2 萬 | 0.27% | +1,578+9.4% | 加碼 |
| Cove Private Wealth, LLC | 18,400 | $372.2 萬 | 2.97% | 00.0% | 不變 |
| Oak Family Advisors, LLC | 18,390 | $372.0 萬 | 1.41% | +53+0.3% | 加碼 |
| Ethos Financial Group, LLC | 18,234 | $371.4 萬 | 0.65% | +30.0% | 加碼 |
| Register Financial Advisors LLC | 18,339 | $370.9 萬 | 1.87% | −276−1.5% | 減碼 |
| Congress Park Capital LLC | 18,328 | $370.7 萬 | 1.49% | −304−1.6% | 減碼 |
| Sawyer & Company, Inc | 18,330 | $370.7 萬 | 1.47% | −260−1.4% | 減碼 |
| Snider Financial Group | 18,322 | $370.6 萬 | 1.43% | −121−0.7% | 減碼 |
| Tandem Capital Management Corp | 18,070 | $370.1 萬 | 2.03% | −45−0.2% | 減碼 |
| Chesapeake Asset Management LLC | 18,291 | $370.0 萬 | 3.55% | +712+4.1% | 加碼 |
| OneAscent Financial Services LLC | 18,289 | $369.9 萬 | 0.51% | −802−4.2% | 減碼 |
| Moseley Investment Management Inc | 18,203 | $368.2 萬 | 1.71% | +194+1.1% | 加碼 |
| Aries Wealth Management | 18,193 | $368.0 萬 | 1.16% | +131+0.7% | 加碼 |
| Goldstone Financial Group, LLC | 18,159 | $367.3 萬 | 0.74% | −40−0.2% | 減碼 |
| Integrated Investment Consultants, LLC | 18,323 | $367.0 萬 | 1.01% | 00.0% | 不變 |
| Aspen Investment Management Inc | 18,140 | $366.9 萬 | 1.83% | −293−1.6% | 減碼 |
| CNB Bank | 18,125 | $366.6 萬 | 1.76% | −2,192−10.8% | 減碼 |
| MeadowBrook Investment Advisors LLC | 18,109 | $366.3 萬 | 3.47% | −82−0.5% | 減碼 |
| Home Federal Bank of Tennessee | 18,090 | $365.9 萬 | 1.11% | +282+1.6% | 加碼 |
| Smith, Moore & Co. | 18,055 | $365.2 萬 | 0.38% | +108+0.6% | 加碼 |
| Center for Financial Planning, Inc. | 18,053 | $365.1 萬 | 0.53% | +36+0.2% | 加碼 |
| Alexander Randolph Advisory, Inc. | 18,012 | $364.3 萬 | 3.41% | −678−3.6% | 減碼 |
| Aquatic Capital Management LLC | 18,000 | $364.1 萬 | 0.13% | −15,900−46.9% | 減碼 |
| Good Life Advisors, LLC | 17,987 | $363.8 萬 | 0.30% | +160+0.9% | 加碼 |
| L.M. Kohn & Company | 17,963 | $363.3 萬 | 0.98% | +935+5.5% | 加碼 |
| Tyche Wealth Partners LLC | 17,955 | $363.2 萬 | 0.88% | −2,195−10.9% | 減碼 |
| Clear Creek Financial Management, LLC | 17,913 | $362.3 萬 | 0.44% | −2,187−10.9% | 減碼 |
| Hanson & Doremus Investment Management | 17,912 | $362.3 萬 | 0.61% | +85+0.5% | 加碼 |
| Schonfeld Strategic Advisors LLC | 17,897 | $362.0 萬 | 0.03% | +5,762+47.5% | 加碼 |
| E Fund Management Co., Ltd. | 17,869 | $361.4 萬 | 0.20% | +1,908+12.0% | 加碼 |
| Atom Investors LP | 17,813 | $360.3 萬 | 0.36% | +3,262+22.4% | 加碼 |
| Affinity Wealth Management LLC | 17,804 | $360.1 萬 | 0.66% | +144+0.8% | 加碼 |
| Nvest Financial, LLC | 17,782 | $359.7 萬 | 2.21% | +17+0.1% | 加碼 |
| Guerra Pan Advisors, LLC | 17,768 | $359.4 萬 | 3.01% | +988+5.9% | 加碼 |
| Voya Financial Advisors, Inc. | 17,967 | $357.8 萬 | 0.40% | +925+5.4% | 加碼 |
| Banco BTG Pactual S.A. | 16,647 | $356.9 萬 | 0.91% | +1,909+13.0% | 加碼 |
| Oak Harbor Wealth Partners, LLC | 17,589 | $355.8 萬 | 1.12% | −354−2.0% | 減碼 |
| Cetera Trust Company, N.A | 17,571 | $355.4 萬 | 2.23% | −1,520−8.0% | 減碼 |
| Bull Street Advisors, LLC | 17,553 | $355.0 萬 | 1.71% | −15−0.1% | 減碼 |
| Quadrant Private Wealth Management, LLC | 17,476 | $353.5 萬 | 0.81% | +88+0.5% | 加碼 |
| Garrett Investment Advisors LLC | 17,423 | $352.4 萬 | 0.41% | −67−0.4% | 減碼 |
| Dover Advisors, LLC | 17,377 | $351.5 萬 | 2.17% | +700+4.2% | 加碼 |
| 3Chopt Investment Partners, LLC | 17,366 | $351.2 萬 | 1.07% | +69+0.4% | 加碼 |
| Atlantic Edge Private Wealth Management, LLC | 17,357 | $351.1 萬 | 1.17% | −10.0% | 減碼 |
| Pegasus Partners Ltd. | 17,337 | $350.7 萬 | 0.35% | −290−1.6% | 減碼 |
| Forza Wealth Management, LLC | 17,257 | $349.0 萬 | 1.80% | +53+0.3% | 加碼 |
| Continuum Advisory, LLC | 17,238 | $348.7 萬 | 0.50% | +161+0.9% | 加碼 |
| Spirepoint Private Client, LLC | 17,238 | $348.7 萬 | 0.49% | +3,952+29.7% | 加碼 |
| Raab & Moskowitz Asset Management LLC | 17,233 | $348.6 萬 | 0.95% | −1,743−9.2% | 減碼 |
| Aureus Asset Management, LLC | 17,216 | $348.2 萬 | 0.24% | −1,560−8.3% | 減碼 |
| Source Financial Advisors LLC | 17,211 | $348.1 萬 | 1.07% | −468−2.6% | 減碼 |
| Portside Wealth Group, LLC | 17,181 | $347.5 萬 | 0.66% | −2,279−11.7% | 減碼 |
| Advisor OS, LLC | 17,176 | $347.4 萬 | 0.38% | −1,291−7.0% | 減碼 |
| Valley Brook Capital Group | 17,138 | $346.6 萬 | 2.70% | −5,444−24.1% | 減碼 |
| Benin Management CORP | 17,124 | $346.3 萬 | 1.05% | +137+0.8% | 加碼 |
| Cynosure Management, LLC | 17,120 | $346.3 萬 | 0.56% | +969+6.0% | 加碼 |
| Inspire Trust Co, N.A. | 17,117 | $346.2 萬 | 1.14% | +6,864+66.9% | 加碼 |
| Peoples Financial Services Corp. | 17,061 | $345.1 萬 | 1.56% | −979−5.4% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 16,953 | $342.9 萬 | 0.49% | −956−5.3% | 減碼 |
| NVWM, LLC | 16,950 | $342.8 萬 | 0.91% | −3,826−18.4% | 減碼 |
| Vectors Research Management, LLC | 16,950 | $342.8 萬 | 1.05% | −570−3.3% | 減碼 |
| Belmont Capital, LLC | 16,936 | $342.6 萬 | 0.64% | +9,257+120.5% | 加碼 |
| Moser Wealth Advisors, LLC | 16,934 | $342.5 萬 | 1.86% | −200−1.2% | 減碼 |
| Joseph Group Capital Management | 16,897 | $341.8 萬 | 1.77% | +1,074+6.8% | 加碼 |
| Central Pacific Bank - Trust Division | 16,890 | $341.6 萬 | 0.41% | −991−5.5% | 減碼 |
| Condor Capital Management | 16,847 | $340.8 萬 | 0.33% | −756−4.3% | 減碼 |
| Game Plan Financial Advisors, LLC | 16,843 | $340.7 萬 | 1.68% | −900−5.1% | 減碼 |
| Skopos Labs, Inc. | 17,121 | $340.6 萬 | 1.47% | 00.0% | 不變 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 16,759 | $339.0 萬 | 1.40% | −201−1.2% | 減碼 |
| Norden Group LLC | 16,756 | $338.9 萬 | 0.68% | −2,113−11.2% | 減碼 |
| Marest Capital, LLC | 16,719 | $338.2 萬 | 3.00% | +101+0.6% | 加碼 |
| Slocum, Gordon & Co LLP | 16,669 | $337.1 萬 | 2.51% | +19+0.1% | 加碼 |
| Group One Trading, L.P. | 16,652 | $336.8 萬 | 0.11% | −87,993−84.1% | 減碼 |
| Glen Eagle Advisors, LLC | 16,586 | $335.5 萬 | 0.61% | −2,563−13.4% | 減碼 |
| First City Capital Management, Inc. | 16,551 | $334.8 萬 | 1.88% | −189−1.1% | 減碼 |