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 |
|---|---|---|---|---|---|
| Dillon & Associates Inc | 16,555 | $334.4 萬 | 0.49% | 00.0% | 不變 |
| Trivant Custom Portfolio Group, LLC | 16,530 | $334.3 萬 | 2.05% | −327−1.9% | 減碼 |
| KP Management LLC | 16,527 | $334.3 萬 | 1.26% | 00.0% | 不變 |
| Institute for Wealth Management, LLC. | 16,512 | $334.0 萬 | 0.45% | +783+5.0% | 加碼 |
| Bremer Bank National Association | 16,511 | $334.0 萬 | 0.65% | −320−1.9% | 減碼 |
| Diversify Wealth Management, LLC | 17,128 | $333.8 萬 | 0.42% | +17,128 | 新進 |
| Waterloo Capital, L.P. | 16,504 | $333.8 萬 | 0.40% | −663−3.9% | 減碼 |
| AlphaStar Capital Management, LLC | 16,488 | $333.5 萬 | 0.31% | +1,794+12.2% | 加碼 |
| Davis-Rea Ltd. | 16,425 | $332.2 萬 | 1.66% | −2,597−13.7% | 減碼 |
| Counterweight Ventures, LLC | 16,341 | $330.5 萬 | 2.50% | +794+5.1% | 加碼 |
| Court Place Advisors, LLC | 16,340 | $330.5 萬 | 1.04% | +1,087+7.1% | 加碼 |
| Enterprise Financial Services Corp | 16,334 | $330.4 萬 | 2.03% | −182−1.1% | 減碼 |
| Loudon Investment Management, LLC | 16,303 | $329.7 萬 | 1.94% | 00.0% | 不變 |
| Wealth Alliance | 16,290 | $329.5 萬 | 0.43% | +125+0.8% | 加碼 |
| Cornell Pochily Investment Advisors, Inc. | 16,261 | $328.9 萬 | 1.25% | +205+1.3% | 加碼 |
| Townsend & Associates, Inc | 15,489 | $328.7 萬 | 0.36% | −406−2.6% | 減碼 |
| New Potomac Partners, LLC | 16,248 | $328.6 萬 | 1.80% | −1,127−6.5% | 減碼 |
| Martin & Co Inc | 16,245 | $328.6 萬 | 0.83% | −138−0.8% | 減碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 16,241 | $328.5 萬 | 0.55% | +279+1.7% | 加碼 |
| Summit Global Investments | 16,219 | $328.0 萬 | 0.22% | −8,587−34.6% | 減碼 |
| TCI Wealth Advisors, Inc. | 16,167 | $327.0 萬 | 0.31% | −78−0.5% | 減碼 |
| Marion Wealth Management | 16,136 | $326.4 萬 | 0.96% | +250+1.6% | 加碼 |
| CFS Investment Advisory Services, LLC | 16,113 | $325.9 萬 | 0.26% | −46−0.3% | 減碼 |
| Twelve Points Wealth Management LLC | 16,110 | $325.8 萬 | 1.15% | +75+0.5% | 加碼 |
| Engineers Gate Manager LP | 16,067 | $325.0 萬 | 0.07% | −1,801−10.1% | 減碼 |
| Pinnacle Bancorp, Inc. | 16,041 | $324.4 萬 | 0.96% | −40.0% | 減碼 |
| Fortune Financial Advisors, LLC | 15,997 | $323.6 萬 | 1.98% | −292−1.8% | 減碼 |
| Change Path, LLC | 15,995 | $323.5 萬 | 0.16% | −5,744−26.4% | 減碼 |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 15,977 | $323.2 萬 | 0.53% | −15−0.1% | 減碼 |
| TriaGen Wealth Management LLC | 15,976 | $323.1 萬 | 1.25% | −30−0.2% | 減碼 |
| Clear Rock Advisors, LLC | 15,969 | $323.0 萬 | 1.38% | +40+0.3% | 加碼 |
| GSB Wealth Management, LLC | 15,963 | $322.9 萬 | 0.88% | −104−0.6% | 減碼 |
| Wills Financial Group, Inc. | 15,952 | $322.6 萬 | 1.49% | +297+1.9% | 加碼 |
| Cerro Pacific Wealth Advisors LLC | 15,949 | $322.6 萬 | 1.23% | +15,949 | 新進 |
| Morningstar Investment Management LLC | 15,944 | $322.5 萬 | 0.34% | −2,687−14.4% | 減碼 |
| Secure Asset Management, LLC | 15,935 | $322.3 萬 | 0.61% | −1,475−8.5% | 減碼 |
| Hartford Funds Management Co LLC | 15,908 | $321.8 萬 | 0.30% | +1,270+8.7% | 加碼 |
| Aaron Wealth Advisors | 15,892 | $321.4 萬 | 0.45% | +228+1.5% | 加碼 |
| Eclectic Associates Inc | 15,872 | $321.0 萬 | 1.43% | −111−0.7% | 減碼 |
| Phillips Financial Management, LLC | 15,862 | $320.8 萬 | 0.26% | +323+2.1% | 加碼 |
| Royal Harbor Partners, LLC | 15,781 | $319.2 萬 | 1.32% | −1,174−6.9% | 減碼 |
| Spreng Capital Management, Inc. | 15,774 | $319.0 萬 | 1.65% | −480−3.0% | 減碼 |
| Chatham Capital Group, Inc. | 15,772 | $319.0 萬 | 0.56% | −10−0.1% | 減碼 |
| Eads & Heald Wealth Management | 15,752 | $318.6 萬 | 1.54% | −990−5.9% | 減碼 |
| Ironwood Financial, llc | 15,749 | $318.5 萬 | 0.71% | 00.0% | 不變 |
| Roof Eidam & Maycock | 15,749 | $318.5 萬 | 0.86% | +260+1.7% | 加碼 |
| Aull & Monroe Investment Management Corp | 15,706 | $317.7 萬 | 1.56% | −1,837−10.5% | 減碼 |
| Capital Markets Trading UK LLP | 15,621 | $316.0 萬 | 2.32% | +10,252+190.9% | 加碼 |
| Armor Investment Advisors, LLC | 15,615 | $315.8 萬 | 1.46% | +558+3.7% | 加碼 |
| Pinnacle West Asset Management, Inc. | 15,580 | $315.1 萬 | 2.45% | −190−1.2% | 減碼 |
| SFMG, LLC | 15,579 | $315.1 萬 | 0.27% | −967−5.8% | 減碼 |
| Delta Asset Management LLC | 15,574 | $315.0 萬 | 0.28% | −210−1.3% | 減碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 15,532 | $314.2 萬 | 0.89% | +9,452+155.5% | 加碼 |
| Kesler, Norman & Wride, LLC | 15,511 | $313.7 萬 | 0.67% | +3,346+27.5% | 加碼 |
| Keel Point, LLC | 15,079 | $313.6 萬 | 0.28% | +4,969+49.1% | 加碼 |
| Main Street Financial Solutions, LLC | 15,491 | $313.3 萬 | 0.30% | +59+0.4% | 加碼 |
| Chilton Investment Co LLC | 15,490 | $313.3 萬 | 0.09% | −90−0.6% | 減碼 |
| CTC Alternative Strategies, Ltd. | 15,490 | $313.3 萬 | 1.33% | +15,490 | 新進 |
| Emfo, LLC | 15,486 | $313.2 萬 | 2.80% | +375+2.5% | 加碼 |
| Delta Financial Advisors LLC | 15,473 | $312.9 萬 | 1.21% | +192+1.3% | 加碼 |
| Cohen Investment Advisors LLC | 21,550 | $312.5 萬 | 2.51% | −325−1.5% | 減碼 |
| Asahi Life Asset Management Co., Ltd. | 15,420 | $311.9 萬 | 2.14% | −1,903−11.0% | 減碼 |
| LM Advisors LLC | 15,416 | $311.8 萬 | 0.01% | −609−3.8% | 減碼 |
| Segment Wealth Management, LLC | 15,361 | $310.7 萬 | 0.23% | −97−0.6% | 減碼 |
| All Terrain Financial Advisors, LLC | 15,353 | $310.5 萬 | 1.31% | +76+0.5% | 加碼 |
| Jessup Wealth Management, Inc | 15,321 | $309.9 萬 | 1.32% | +65+0.4% | 加碼 |
| Holistic Financial Partners | 15,318 | $309.8 萬 | 1.55% | −354−2.3% | 減碼 |
| Weaver Capital Management LLC | 15,268 | $308.8 萬 | 0.99% | +2,320+17.9% | 加碼 |
| KKM Financial LLC | 15,405 | $307.6 萬 | 1.46% | +112+0.7% | 加碼 |
| Two Sigma Securities, LLC | 15,204 | $307.5 萬 | 0.15% | +13,339+715.2% | 加碼 |
| Plante Moran Financial Advisors, LLC | 15,204 | $307.5 萬 | 0.31% | +475+3.2% | 加碼 |
| Alaethes Wealth LLC | 15,195 | $307.3 萬 | 1.27% | −77−0.5% | 減碼 |
| Aberdeen Wealth Management LLC | 15,178 | $307.0 萬 | 2.08% | −291−1.9% | 減碼 |
| Sterling Investment Counsel, LLC | 15,164 | $306.7 萬 | 1.21% | +354+2.4% | 加碼 |
| Continental Advisors LLC | 15,135 | $306.1 萬 | 2.37% | 00.0% | 不變 |
| Krilogy Financial LLC | 15,127 | $306.0 萬 | 0.23% | −765−4.8% | 減碼 |
| Ramirez Asset Management, Inc. | 15,127 | $306.0 萬 | 0.62% | 00.0% | 不變 |
| Invst, LLC | 14,829 | $304.7 萬 | 0.34% | +1,614+12.2% | 加碼 |
| Northwest Bank & Trust Co | 15,054 | $304.5 萬 | 2.54% | −283−1.8% | 減碼 |
| Boit C F David | 15,051 | $304.4 萬 | 1.59% | −1,578−9.5% | 減碼 |
| Bleichroeder LP | 15,000 | $303.4 萬 | 0.90% | −15,000−50.0% | 減碼 |
| Weik Capital Management | 14,992 | $303.2 萬 | 1.30% | −50−0.3% | 減碼 |
| Consilium Wealth Advisory, LLC | 14,982 | $303.0 萬 | 1.65% | +1,851+14.1% | 加碼 |
| Hudson Value Partners, LLC | 14,956 | $302.5 萬 | 1.28% | −1,513−9.2% | 減碼 |
| Next Capital Management LLC | 14,918 | $301.7 萬 | 1.27% | −592−3.8% | 減碼 |
| Grandview Asset Management LLC | 14,903 | $301.4 萬 | 1.76% | −80−0.5% | 減碼 |
| Sittner & Nelson, LLC | 14,872 | $300.8 萬 | 1.48% | +55+0.4% | 加碼 |
| Lynx Capital Group Ltd | 14,832 | $300.0 萬 | 2.07% | −50.0% | 減碼 |
| Gs Investments, Inc. | 14,818 | $299.7 萬 | 1.41% | +10.0% | 加碼 |
| Lederer & Associates Investment Counsel | 14,813 | $299.6 萬 | 2.17% | −1,200−7.5% | 減碼 |
| Pekin Hardy Strauss, Inc. | 14,771 | $298.8 萬 | 0.41% | +900+6.5% | 加碼 |
| First Dallas Securities Inc. | 14,741 | $298.1 萬 | 1.31% | +69+0.5% | 加碼 |
| Legato Capital Management LLC | 14,720 | $297.7 萬 | 0.40% | −6,745−31.4% | 減碼 |
| Fortem Financial Group, LLC | 14,628 | $295.9 萬 | 1.27% | −239−1.6% | 減碼 |
| Astoria Portfolio Advisors LLC. | 14,598 | $295.3 萬 | 1.05% | +121+0.8% | 加碼 |
| Sutton Place Investors LLC | 14,591 | $295.1 萬 | 1.96% | −8,134−35.8% | 減碼 |
| Ballast, Inc. | 14,588 | $295.1 萬 | 0.91% | +346+2.4% | 加碼 |
| LS Investment Advisors, LLC | 14,562 | $294.5 萬 | 0.46% | +88+0.6% | 加碼 |
| Granite Group Advisors, LLC | 14,538 | $294.0 萬 | 2.23% | −120−0.8% | 減碼 |
| Leonteq Securities AG | 14,522 | $293.7 萬 | 0.41% | +3,547+32.3% | 加碼 |