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 |
|---|---|---|---|---|---|
| Purus Wealth Management, LLC | 12,622 | $255.3 萬 | 1.13% | +2,067+19.6% | 加碼 |
| Baker Tilly Wealth Management, LLC | 12,585 | $254.5 萬 | 1.04% | −5,915−32.0% | 減碼 |
| LVM Capital Management Ltd | 12,560 | $254.0 萬 | 0.29% | −533−4.1% | 減碼 |
| Peoples Bank | 12,546 | $253.8 萬 | 1.98% | −135−1.1% | 減碼 |
| Eagle Bluffs Wealth Management LLC | 12,507 | $253.0 萬 | 1.47% | +46+0.4% | 加碼 |
| 1620 Investment Advisors, Inc. | 12,489 | $252.6 萬 | 1.94% | +20.0% | 加碼 |
| Channel Wealth LLC | 12,481 | $252.4 萬 | 0.91% | −5,614−31.0% | 減碼 |
| Well Done, LLC | 12,480 | $252.4 萬 | 0.52% | −618−4.7% | 減碼 |
| Marble Harbor Investment Counsel, LLC | 12,479 | $252.4 萬 | 0.30% | 00.0% | 不變 |
| Front Row Advisors LLC | 12,458 | $252.0 萬 | 0.88% | +212+1.7% | 加碼 |
| Winthrop Capital Management, LLC | 12,441 | $251.6 萬 | 1.26% | −625−4.8% | 減碼 |
| Pinnacle Holdings, LLC | 12,407 | $250.9 萬 | 1.02% | −112−0.9% | 減碼 |
| Exchange Bank | 12,405 | $250.9 萬 | 2.13% | −130−1.0% | 減碼 |
| Cornerstone Advisory, LLC | 12,402 | $250.8 萬 | 0.35% | −1,022−7.6% | 減碼 |
| Invesco, LLC | 12,349 | $249.8 萬 | 1.04% | −273−2.2% | 減碼 |
| South Street Advisors LLC | 12,332 | $249.4 萬 | 0.38% | +15+0.1% | 加碼 |
| Cozad Asset Management Inc | 12,320 | $249.2 萬 | 0.25% | +3,022+32.5% | 加碼 |
| PYA Waltman Capital, LLC | 12,279 | $248.4 萬 | 0.91% | +1,028+9.1% | 加碼 |
| Insight Wealth Strategies, LLC | 12,238 | $247.5 萬 | 0.35% | +206+1.7% | 加碼 |
| Aristotle Capital Management, LLC | 12,211 | $247.0 萬 | 0.00% | 00.0% | 不變 |
| Amplius Wealth Advisors, LLC | 12,187 | $246.5 萬 | 0.27% | −2,250−15.6% | 減碼 |
| Aire Advisors, LLC | 12,170 | $246.1 萬 | 0.56% | +1,800+17.4% | 加碼 |
| Tradition Wealth Management, LLC | 12,153 | $245.8 萬 | 0.24% | +746+6.5% | 加碼 |
| One Charles Private Wealth Services, LLC | 12,135 | $245.4 萬 | 1.02% | +83+0.7% | 加碼 |
| Heritage Wealth Advisors | 12,130 | $245.3 萬 | 0.11% | −392−3.1% | 減碼 |
| Financial Advisors, LLC | 12,128 | $245.3 萬 | 0.50% | +297+2.5% | 加碼 |
| First Financial Corp | 12,106 | $244.9 萬 | 1.25% | +94+0.8% | 加碼 |
| Roman Butler Fullerton & Co | 11,781 | $244.8 萬 | 0.79% | +151+1.3% | 加碼 |
| Camarda Financial Advisors, LLC | 12,098 | $244.7 萬 | 0.96% | +644+5.6% | 加碼 |
| New Millennium Group LLC | 12,088 | $244.5 萬 | 1.60% | +687+6.0% | 加碼 |
| Lindenwold Advisors | 12,078 | $244.3 萬 | 1.30% | −30−0.2% | 減碼 |
| Byrne Asset Management LLC | 12,241 | $243.8 萬 | 1.74% | −441−3.5% | 減碼 |
| Wolff Wiese Magana LLC | 12,040 | $243.5 萬 | 1.94% | +874+7.8% | 加碼 |
| Solidarilty Wealth, LLC | 12,031 | $243.3 萬 | 0.74% | +5,200+76.1% | 加碼 |
| Aft, Forsyth & Company, Inc. | 12,026 | $243.2 萬 | 1.24% | +1,001+9.1% | 加碼 |
| Castle Rock Wealth Management, LLC | 11,820 | $242.8 萬 | 0.61% | +12+0.1% | 加碼 |
| Ulysses Management LLC | 12,000 | $242.7 萬 | 0.58% | 00.0% | 不變 |
| Financial Insights, Inc. | 11,989 | $242.5 萬 | 0.67% | +403+3.5% | 加碼 |
| BKM Wealth Management, LLC | 11,985 | $242.4 萬 | 1.17% | −2,675−18.2% | 減碼 |
| Marietta Investment Partners LLC | 11,983 | $242.4 萬 | 0.53% | +20+0.2% | 加碼 |
| Interchange Capital Partners, LLC | 11,974 | $242.2 萬 | 0.89% | +8,771+273.8% | 加碼 |
| WBH Advisory Inc | 11,973 | $242.2 萬 | 0.25% | −993−7.7% | 減碼 |
| Audent Global Asset Management, LLC | 11,966 | $242.0 萬 | 2.52% | −719−5.7% | 減碼 |
| Meadow Creek Wealth Advisors LLC | 11,957 | $241.8 萬 | 2.29% | +573+5.0% | 加碼 |
| Vivid Wealth Management, LLC | 11,941 | $241.5 萬 | 1.35% | +6,735+129.4% | 加碼 |
| Aldebaran Capital, LLC | 11,907 | $240.8 萬 | 2.24% | 00.0% | 不變 |
| HAP Trading, LLC | 11,883 | $240.3 萬 | 1.05% | +11,883 | 新進 |
| HF Advisory Group, LLC | 11,869 | $240.1 萬 | 1.24% | −522−4.2% | 減碼 |
| DAGCO, Inc. | 11,850 | $239.7 萬 | 1.06% | −122−1.0% | 減碼 |
| Waddell & Associates, LLC | 11,850 | $239.7 萬 | 0.32% | +201+1.7% | 加碼 |
| JPL Wealth Management, LLC | 11,842 | $239.5 萬 | 1.17% | +1,037+9.6% | 加碼 |
| Ambassador Advisors, LLC | 11,837 | $239.4 萬 | 0.43% | +444+3.9% | 加碼 |
| My Legacy Advisors, LLC | 11,809 | $238.8 萬 | 0.76% | +583+5.2% | 加碼 |
| Optas, LLC | 11,804 | $238.7 萬 | 0.61% | +328+2.9% | 加碼 |
| CMT Capital Markets Trading GmbH | 11,790 | $238.5 萬 | 0.68% | −1,710−12.7% | 減碼 |
| Catalina Capital Group, LLC | 11,746 | $237.6 萬 | 0.90% | +2,330+24.7% | 加碼 |
| Sierra Summit Advisors LLC | 11,728 | $237.2 萬 | 0.59% | −624−5.1% | 減碼 |
| MGB Wealth Management, LLC | 11,486 | $236.5 萬 | 0.88% | +840+7.9% | 加碼 |
| Acorn Wealth Advisors, LLC | 11,656 | $235.8 萬 | 1.17% | +77+0.7% | 加碼 |
| Prosperitas Financial LLC | 11,649 | $235.6 萬 | 1.44% | +75+0.6% | 加碼 |
| St. Johns Investment Management Company, LLC | 11,632 | $235.3 萬 | 1.12% | +332+2.9% | 加碼 |
| Woodward Diversified Capital, LLC | 11,631 | $235.3 萬 | 1.38% | +1,075+10.2% | 加碼 |
| Money Concepts Capital Corp | 11,623 | $235.1 萬 | 0.20% | +352+3.1% | 加碼 |
| Transamerica Financial Advisors, Inc. | 11,615 | $235.0 萬 | 0.25% | 00.0% | 不變 |
| MBA Advisors LLC | 11,612 | $234.9 萬 | 1.20% | −130−1.1% | 減碼 |
| HMS Capital Management, LLC | 11,597 | $234.6 萬 | 1.22% | +920+8.6% | 加碼 |
| Fortress Wealth Group, LLC | 11,150 | $234.5 萬 | 1.18% | +494+4.6% | 加碼 |
| Birchbrook, Inc. | 11,589 | $234.4 萬 | 1.41% | −558−4.6% | 減碼 |
| Weatherly Asset Management L. P. | 11,588 | $234.4 萬 | 0.21% | −30−0.3% | 減碼 |
| First County Bank | 11,582 | $234.3 萬 | 1.20% | −893−7.2% | 減碼 |
| BlackDiamond Wealth Management Inc. | 11,469 | $234.0 萬 | 1.54% | +159+1.4% | 加碼 |
| Paces Ferry Wealth Advisors, LLC | 11,548 | $233.6 萬 | 1.41% | +9+0.1% | 加碼 |
| Schrum Private Wealth Management LLC | 11,533 | $233.3 萬 | 2.10% | +50.0% | 加碼 |
| Evergreen Wealth Management, LLC | 11,488 | $232.3 萬 | 1.54% | 00.0% | 不變 |
| Oak Hill Wealth Advisors, LLC | 11,481 | $232.2 萬 | 0.70% | +11,481 | 新進 |
| Stableford Capital II LLC | 10,682 | $231.7 萬 | 0.91% | +95+0.9% | 加碼 |
| Sonata Capital Group Inc | 11,446 | $231.5 萬 | 1.19% | −500−4.2% | 減碼 |
| IPG Investment Advisors LLC | 11,442 | $231.4 萬 | 0.51% | −4,252−27.1% | 減碼 |
| First National Bank of Hutchinson | 11,439 | $231.4 萬 | 1.48% | +634+5.9% | 加碼 |
| Auxano Advisors, LLC | 11,425 | $231.1 萬 | 0.64% | +231+2.1% | 加碼 |
| Bigelow Investment Advisors, LLC | 11,413 | $230.8 萬 | 1.10% | −23−0.2% | 減碼 |
| Diversified, LLC | 11,397 | $230.5 萬 | 0.27% | +1,659+17.0% | 加碼 |
| Virtue Capital Management, LLC | 10,948 | $230.5 萬 | 0.40% | +61+0.6% | 加碼 |
| Zhang Financial LLC | 11,390 | $230.4 萬 | 0.16% | +293+2.6% | 加碼 |
| Donald L. Hagan, LLC | 11,382 | $230.2 萬 | 1.22% | −1,066−8.6% | 減碼 |
| Blue Square Asset Management, LLC | 11,363 | $229.8 萬 | 1.34% | +267+2.4% | 加碼 |
| Iams Wealth Management, LLC | 11,342 | $229.4 萬 | 1.26% | +552+5.1% | 加碼 |
| Park Edge Advisors, LLC | 11,324 | $229.0 萬 | 0.70% | +249+2.2% | 加碼 |
| Teza Capital Management LLC | 11,304 | $228.6 萬 | 0.28% | −26,243−69.9% | 減碼 |
| Windsor Capital Management, LLC | 11,277 | $228.1 萬 | 0.71% | −128−1.1% | 減碼 |
| Highview Capital Management LLC | 11,276 | $228.1 萬 | 0.95% | +1,088+10.7% | 加碼 |
| Hilltop National Bank | 11,255 | $227.6 萬 | 0.73% | +865+8.3% | 加碼 |
| American Investment Services, Inc. | 11,251 | $227.6 萬 | 0.40% | −114−1.0% | 減碼 |
| Redhawk Wealth Advisors, Inc. | 11,230 | $227.1 萬 | 0.35% | −888−7.3% | 減碼 |
| Kidder Stephen W | 11,222 | $227.0 萬 | 0.71% | 00.0% | 不變 |
| Axiom Advisory, LLC | 11,568 | $226.2 萬 | 0.02% | +11,568 | 新進 |
| Pinnacle Wealth Management Group, Inc. | 11,183 | $226.2 萬 | 1.53% | +39+0.3% | 加碼 |
| Birinyi Associates Inc | 11,158 | $225.7 萬 | 0.68% | +10.0% | 加碼 |
| Advisory Alpha, LLC | 11,152 | $225.6 萬 | 0.09% | +1,112+11.1% | 加碼 |
| Arcataur Capital Management LLC | 11,150 | $225.5 萬 | 0.80% | −10.0% | 減碼 |