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 |
|---|---|---|---|---|---|
| MB, Levis & Associates, LLC | 14,467 | $292.6 萬 | 1.54% | +28+0.2% | 加碼 |
| World Equity Group, Inc. | 14,442 | $292.1 萬 | 0.87% | −3,831−21.0% | 減碼 |
| Jackson Hole Capital Partners, LLC | 14,407 | $291.4 萬 | 0.64% | 00.0% | 不變 |
| United Advisor Group, LLC | 14,407 | $291.4 萬 | 0.91% | +1,571+12.2% | 加碼 |
| Alberta Investment Management Corp | 14,400 | $291.3 萬 | 0.03% | −61,700−81.1% | 減碼 |
| Boltwood Capital Management | 14,391 | $291.1 萬 | 0.91% | −1,125−7.3% | 減碼 |
| Winthrop Advisory Group LLC | 14,386 | $291.0 萬 | 0.40% | −11−0.1% | 減碼 |
| Aprio Wealth Management, LLC | 14,378 | $290.8 萬 | 0.53% | +424+3.0% | 加碼 |
| Benedict Financial Advisors Inc | 14,377 | $290.8 萬 | 0.74% | −86−0.6% | 減碼 |
| Keebeck Wealth Management, LLC | 14,346 | $290.2 萬 | 0.43% | −6,001−29.5% | 減碼 |
| Kiley Juergens Wealth Management, LLC | 14,342 | $290.1 萬 | 0.81% | +513+3.7% | 加碼 |
| Monument Capital Management | 14,332 | $289.9 萬 | 0.85% | +1,868+15.0% | 加碼 |
| Jeppson Wealth Management, LLC | 14,328 | $289.8 萬 | 1.11% | −9−0.1% | 減碼 |
| Abundance Wealth Counselors | 14,310 | $289.4 萬 | 1.33% | −1,547−9.8% | 減碼 |
| Gleason Group, Inc. | 14,298 | $289.2 萬 | 0.59% | −1,185−7.7% | 減碼 |
| Empirical Asset Management, LLC | 22,102 | $288.8 萬 | 1.09% | +4,488+25.5% | 加碼 |
| Resolute Wealth Strategies, LLC | 14,258 | $288.4 萬 | 1.66% | +57+0.4% | 加碼 |
| Hudson Canyon Capital Management | 14,207 | $287.4 萬 | 1.94% | −1,930−12.0% | 減碼 |
| First Commonwealth Financial Corp | 14,191 | $287.0 萬 | 0.74% | −476−3.2% | 減碼 |
| Accredited Investors Inc. | 14,174 | $286.7 萬 | 0.18% | +667+4.9% | 加碼 |
| Brady Family Wealth, LLC | 14,172 | $286.6 萬 | 0.92% | −1,070−7.0% | 減碼 |
| Proficio Capital Partners LLC | 14,140 | $286.0 萬 | 0.30% | +263+1.9% | 加碼 |
| ORG Partners LLC | 13,898 | $285.8 萬 | 0.36% | +12,680+1,041.1% | 加碼 |
| Rockingstone Advisors LLC | 14,129 | $285.8 萬 | 1.47% | +213+1.5% | 加碼 |
| Lafayette Investments, Inc. | 14,116 | $285.5 萬 | 0.65% | −10−0.1% | 減碼 |
| Fragasso Group Inc. | 14,108 | $285.3 萬 | 0.24% | −712−4.8% | 減碼 |
| Angeles Wealth Management, LLC | 14,083 | $284.8 萬 | 0.27% | +2,228+18.8% | 加碼 |
| Sentry Investment Management LLC | 14,076 | $284.7 萬 | 1.27% | +803+6.0% | 加碼 |
| Guardian Capital LP | 14,069 | $284.6 萬 | 0.11% | +65+0.5% | 加碼 |
| Twin Lakes Capital Management, LLC | 14,065 | $284.5 萬 | 1.94% | +9+0.1% | 加碼 |
| Pacitti Group Inc. | 14,044 | $284.0 萬 | 1.49% | +704+5.3% | 加碼 |
| Sage Investment Advisers LLC | 14,041 | $284.0 萬 | 3.21% | −1,578−10.1% | 減碼 |
| Insight Inv LLC | 14,026 | $283.7 萬 | 2.45% | 00.0% | 不變 |
| Hartline Investment Corp | 14,017 | $283.5 萬 | 0.38% | −1,945−12.2% | 減碼 |
| Verition Fund Management LLC | 14,017 | $283.5 萬 | 0.02% | −8,668−38.2% | 減碼 |
| Verus Capital Partners, LLC | 14,008 | $283.3 萬 | 0.29% | +429+3.2% | 加碼 |
| MJP Associates Inc | 13,956 | $282.3 萬 | 0.59% | −647−4.4% | 減碼 |
| KLCM Advisors, Inc. | 13,926 | $281.7 萬 | 0.35% | −167−1.2% | 減碼 |
| Etesian Wealth Advisors, Inc. | 13,905 | $281.2 萬 | 1.58% | −28−0.2% | 減碼 |
| Orleans Capital Management Corp | 13,903 | $281.2 萬 | 1.79% | −285−2.0% | 減碼 |
| Fiduciary Family Office, LLC | 13,901 | $281.2 萬 | 1.11% | −1,767−11.3% | 減碼 |
| Wulff, Hansen & Co. | 13,851 | $280.2 萬 | 2.77% | −142−1.0% | 減碼 |
| Bedell Frazier Investment Counseling, LLC | 13,804 | $279.2 萬 | 0.67% | +153+1.1% | 加碼 |
| Birmingham Capital Management Co Inc | 13,779 | $278.7 萬 | 1.09% | −790−5.4% | 減碼 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 12,928 | $278.2 萬 | 1.09% | −71−0.5% | 減碼 |
| Signature Wealth Management Partners, LLC | 13,753 | $278.2 萬 | 2.11% | −61−0.4% | 減碼 |
| Journey Strategic Wealth LLC | 13,749 | $278.1 萬 | 0.12% | +1,748+14.6% | 加碼 |
| Commonwealth Financial Services, LLC | 13,487 | $276.7 萬 | 0.57% | −1,023−7.1% | 減碼 |
| Neumann Capital Management, LLC | 13,672 | $276.5 萬 | 0.95% | 00.0% | 不變 |
| GoalVest Advisory LLC | 13,653 | $276.2 萬 | 0.88% | −1,009−6.9% | 減碼 |
| Carl P. Sherr & Co., LLC | 13,646 | $276.0 萬 | 1.54% | −435−3.1% | 減碼 |
| Titleist Asset Management, LLC | 13,624 | $275.5 萬 | 0.42% | −1,693−11.1% | 減碼 |
| Allred Capital Management, LLC | 13,615 | $275.4 萬 | 1.06% | +706+5.5% | 加碼 |
| LRI Investments, LLC | 13,585 | $274.8 萬 | 0.31% | +3,595+36.0% | 加碼 |
| Biltmore Family Office, LLC | 13,572 | $274.5 萬 | 0.51% | +2,030+17.6% | 加碼 |
| Green Harvest Asset Management LLC | 13,533 | $273.7 萬 | 0.06% | +7,000+107.1% | 加碼 |
| Onyx Bridge Wealth Group LLC | 13,526 | $273.6 萬 | 0.45% | −419−3.0% | 減碼 |
| Lantern Wealth Advisors, LLC | 13,510 | $273.2 萬 | 1.98% | −601−4.3% | 減碼 |
| Corundum Group, Inc. | 13,494 | $272.9 萬 | 1.07% | +3,185+30.9% | 加碼 |
| Cim Investment Mangement Inc | 13,462 | $272.3 萬 | 0.84% | −91−0.7% | 減碼 |
| Arlington Trust Co LLC | 13,442 | $271.9 萬 | 0.64% | −238−1.7% | 減碼 |
| Brendel Financial Advisors LLC | 13,438 | $271.8 萬 | 1.73% | −10−0.1% | 減碼 |
| Wealth Alliance Advisory Group, LLC | 13,436 | $271.8 萬 | 0.61% | +234+1.8% | 加碼 |
| S.E.E.D. Planning Group LLC | 13,410 | $271.2 萬 | 0.99% | −507−3.6% | 減碼 |
| Integral Investment Advisors, Inc. | 13,591 | $270.7 萬 | 1.00% | +1,399+11.5% | 加碼 |
| Beck Capital Management, LLC | 13,377 | $270.6 萬 | 0.75% | +281+2.1% | 加碼 |
| Optimum Investment Advisors | 13,351 | $270.0 萬 | 1.21% | −712−5.1% | 減碼 |
| Gerber Kawasaki Wealth & Investment Management | 13,289 | $268.8 萬 | 0.13% | +252+1.9% | 加碼 |
| Peoples Bank | 13,280 | $268.6 萬 | 1.39% | +1,776+15.4% | 加碼 |
| Corrado Advisors, LLC | 13,271 | $268.4 萬 | 1.74% | −532−3.9% | 減碼 |
| Central Asset Investments & Management Holdings (HK) Ltd | 13,200 | $267.0 萬 | 1.77% | +4,600+53.5% | 加碼 |
| LMG Wealth Partners, LLC | 13,200 | $267.0 萬 | 0.67% | +27+0.2% | 加碼 |
| VisionPoint Advisory Group, LLC | 13,189 | $266.8 萬 | 0.95% | +36+0.3% | 加碼 |
| Y.D. More Investments Ltd | 13,167 | $266.2 萬 | 0.27% | −250−1.9% | 減碼 |
| AustralianSuper Pty Ltd | 13,132 | $265.6 萬 | 0.02% | −323,276−96.1% | 減碼 |
| Aft, Forsyth & Sober, LLC | 13,100 | $265.0 萬 | 0.91% | 00.0% | 不變 |
| Capital Management Associates | 13,093 | $264.8 萬 | 3.14% | +2,422+22.7% | 加碼 |
| High Net Worth Advisory Group LLC | 13,083 | $264.6 萬 | 0.80% | +492+3.9% | 加碼 |
| Convergence Financial, LLC | 13,067 | $264.3 萬 | 0.70% | +13,067 | 新進 |
| Magnolia Capital Advisors LLC | 13,062 | $264.2 萬 | 1.48% | −9,231−41.4% | 減碼 |
| Chapman Investment Management, LLC | 13,047 | $263.9 萬 | 2.01% | −134−1.0% | 減碼 |
| KPP Advisory Services LLC | 13,032 | $263.6 萬 | 0.70% | +660+5.3% | 加碼 |
| Traphagen Investment Advisors LLC | 12,932 | $261.6 萬 | 0.28% | −190−1.4% | 減碼 |
| National Philanthropic Trust | 12,913 | $261.2 萬 | 0.05% | −1,853−12.5% | 減碼 |
| Nicholas Hoffman & Company, LLC. | 12,894 | $260.8 萬 | 0.12% | +49+0.4% | 加碼 |
| Union Savings Bank | 12,894 | $260.8 萬 | 1.37% | −442−3.3% | 減碼 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 12,849 | $259.8 萬 | 0.71% | 00.0% | 不變 |
| LCNB Corp | 12,828 | $259.5 萬 | 0.97% | −200−1.5% | 減碼 |
| Falcon Wealth Planning | 12,826 | $259.4 萬 | 0.34% | +356+2.9% | 加碼 |
| Quent Capital, LLC | 12,792 | $258.7 萬 | 0.28% | +345+2.8% | 加碼 |
| MCF Advisors LLC | 12,786 | $258.6 萬 | 0.20% | +587+4.8% | 加碼 |
| Quotient Wealth Partners, LLC | 12,767 | $258.2 萬 | 0.09% | +2,626+25.9% | 加碼 |
| Bath Savings Trust Co | 12,758 | $258.0 萬 | 0.27% | −42−0.3% | 減碼 |
| FinTrust Capital Advisors, LLC | 12,749 | $257.9 萬 | 0.49% | +363+2.9% | 加碼 |
| Alpha DNA Investment Management LLC | 12,713 | $257.1 萬 | 1.46% | −11,151−46.7% | 減碼 |
| Greenwich Wealth Management LLC | 12,710 | $257.1 萬 | 0.19% | −301−2.3% | 減碼 |
| Ellerson Group Inc | 12,674 | $256.3 萬 | 1.95% | −478−3.6% | 減碼 |
| Legacy Wealth Management, LLC | 12,668 | $256.2 萬 | 1.08% | 00.0% | 不變 |
| Pointe Capital Management LLC | 12,649 | $255.8 萬 | 1.59% | +66+0.5% | 加碼 |
| Burford Brothers, Inc. | 12,638 | $255.6 萬 | 1.49% | +25+0.2% | 加碼 |