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 5,157 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 −577.2 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 | 5,157 | $6,437 億 |
| 2026 年第 1 季 | 5,102 | $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 | 4,679 | $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 | 3,711 | $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 | 3,629 | $2,783 億 |
| 2022 年第 3 季 | 3,396 | $2,129 億 |
| 2022 年第 2 季 | 3,428 | $2,293 億 |
| 2022 年第 1 季 | 3,519 | $2,789 億 |
| 2021 年第 4 季 | 3,594 | $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 |
|---|---|---|---|---|---|
| Cetera Investment Advisers | 880,314 | $1.78 億 | 0.41% | −95,794−9.8% | 減碼 |
| Credit Agricole S A | 879,490 | $1.78 億 | 1.09% | +572,932+186.9% | 加碼 |
| Westwood Holdings Group Inc. | 877,379 | $1.77 億 | 0.83% | −37,984−4.1% | 減碼 |
| AXA S.A. | 855,468 | $1.73 億 | 0.51% | +119,620+16.3% | 加碼 |
| Tredje AP-fonden | 846,501 | $1.71 億 | 1.65% | +5,570+0.7% | 加碼 |
| Arizona State Retirement System | 832,637 | $1.68 億 | 1.12% | +3,015+0.4% | 加碼 |
| LSV Asset Management | 830,500 | $1.68 億 | 0.37% | −25,400−3.0% | 減碼 |
| Douglas Lane & Associates, LLC | 828,626 | $1.68 億 | 2.38% | −25,629−3.0% | 減碼 |
| RE Advisers Corp | 809,336 | $1.64 億 | 4.03% | −76,300−8.6% | 減碼 |
| First Financial Bankshares Inc | 807,226 | $1.63 億 | 3.74% | −16,064−2.0% | 減碼 |
| MML Investors Services, LLC | 802,137 | $1.62 億 | 0.66% | −28,001−3.4% | 減碼 |
| Employees Retirement System of Texas | 796,471 | $1.61 億 | 1.51% | +22,101+2.9% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 790,793 | $1.60 億 | 2.43% | −6,777−0.8% | 減碼 |
| State of Michigan Retirement System | 786,431 | $1.59 億 | 0.82% | −5,700−0.7% | 減碼 |
| Penserra Capital Management LLC | 785,930 | $1.59 億 | 2.01% | +269,817+52.3% | 加碼 |
| Allspring Global Investments Holdings, LLC | 781,591 | $1.58 億 | 0.26% | +7,287+0.9% | 加碼 |
| SEI Investments Co | 772,583 | $1.56 億 | 0.22% | +12,633+1.7% | 加碼 |
| Quilter Plc | 772,274 | $1.56 億 | 3.50% | −6,752−0.9% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 772,066 | $1.56 億 | 3.17% | −14,388−1.8% | 減碼 |
| Actiam N.V. | 770,221 | $1.56 億 | 3.06% | +149,605+24.1% | 加碼 |
| Capital Group Private Client Services, Inc. | 770,190 | $1.56 億 | 1.56% | −41,834−5.2% | 減碼 |
| Teacher Retirement System of Texas | 768,220 | $1.55 億 | 0.88% | −14,178−1.8% | 減碼 |
| MetLife Investment Management | 765,881 | $1.55 億 | 0.92% | +89,029+13.2% | 加碼 |
| James Hambro & Partners | 761,422 | $1.54 億 | 7.16% | +1,000+0.1% | 加碼 |
| Los Angeles Capital Management LLC | 761,591 | $1.54 億 | 0.55% | −525,778−40.8% | 減碼 |
| Kames Capital plc | 752,295 | $1.52 億 | 2.14% | −276,320−26.9% | 減碼 |
| Calamos Advisors LLC | 751,836 | $1.52 億 | 0.74% | −16,228−2.1% | 減碼 |
| Man Group plc | 729,497 | $1.48 億 | 0.39% | +376,714+106.8% | 加碼 |
| Welch & Forbes LLC | 709,190 | $1.46 億 | 1.95% | −8,235−1.1% | 減碼 |
| Millennium Management LLC | 722,485 | $1.46 億 | 0.12% | +21,209+3.0% | 加碼 |
| Captrust Financial Advisors | 721,964 | $1.46 億 | 0.47% | +1720.0% | 加碼 |
| Stonegate Investment Group, LLC | 720,535 | $1.46 億 | 4.22% | +5,520+0.8% | 加碼 |
| Corebridge Financial, Inc. | 711,658 | $1.44 億 | 0.79% | +711,658 | 新進 |
| ProShare Advisors LLC | 706,230 | $1.43 億 | 0.38% | +33,293+4.9% | 加碼 |
| Gateway Investment Advisers LLC | 703,056 | $1.42 億 | 1.61% | −3,198−0.5% | 減碼 |
| D. E. Shaw & Co., Inc. | 700,478 | $1.42 億 | 0.20% | +285,668+68.9% | 加碼 |
| Kestra Advisory Services, LLC | 678,241 | $1.37 億 | 0.77% | +160,570+31.0% | 加碼 |
| Forsta Ap-Fonden | 673,500 | $1.36 億 | 1.21% | −57,100−7.8% | 減碼 |
| Natixis | 671,412 | $1.36 億 | 0.86% | +2,268+0.3% | 加碼 |
| Evercore Wealth Management, LLC | 663,615 | $1.34 億 | 2.11% | +33,218+5.3% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 653,817 | $1.32 億 | 1.56% | +11,166+1.7% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 653,600 | $1.32 億 | 0.95% | −29,800−4.4% | 減碼 |
| EP Wealth Advisors, LLC | 649,478 | $1.31 億 | 1.40% | +8,621+1.3% | 加碼 |
| Whittier Trust Co | 637,011 | $1.29 億 | 1.83% | +6,844+1.1% | 加碼 |
| Pinebridge Investments, L.P. | 636,875 | $1.29 億 | 1.04% | −108,248−14.5% | 減碼 |
| Sanctuary Advisors, LLC | 664,778 | $1.29 億 | 0.93% | +664,778 | 新進 |
| Atalanta Sosnoff Capital, LLC | 633,275 | $1.28 億 | 2.89% | −28,927−4.4% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 630,765 | $1.28 億 | 0.84% | −3,896−0.6% | 減碼 |
| Peapack Gladstone Financial Corp | 630,202 | $1.27 億 | 1.96% | −6,038−0.9% | 減碼 |
| Pinnacle Financial Partners Inc | 630,836 | $1.27 億 | 2.72% | −4,657−0.7% | 減碼 |
| Oppenheimer Asset Management Inc. | 612,387 | $1.24 億 | 1.58% | +80,338+15.1% | 加碼 |
| AQR Capital Management LLC | 608,086 | $1.22 億 | 0.19% | −220,895−26.6% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 592,618 | $1.20 億 | 0.44% | −14,031−2.3% | 減碼 |
| IFM Investors Pty Ltd | 580,960 | $1.18 億 | 1.19% | −4,682−0.8% | 減碼 |
| Williams Jones Wealth Management, LLC. | 579,027 | $1.17 億 | 1.45% | +934+0.2% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 597,348 | $1.17 億 | 0.58% | −384,748−39.2% | 減碼 |
| Amalgamated Bank | 578,829 | $1.17 億 | 1.00% | −18,472−3.1% | 減碼 |
| TCW Group Inc | 575,166 | $1.16 億 | 1.04% | +96,215+20.1% | 加碼 |
| Cresset Asset Management, LLC | 575,159 | $1.16 億 | 0.49% | +79,335+16.0% | 加碼 |
| Factory Mutual Insurance Co | 572,425 | $1.16 億 | 1.32% | −6,700−1.2% | 減碼 |
| Disciplina Capital Management LLC | 972,392 | $1.16 億 | 19.88% | +971,708+142,062.6% | 加碼 |
| Varma Mutual Pension Insurance Co | 570,111 | $1.15 億 | 0.93% | −21,289−3.6% | 減碼 |
| Morningstar Investment Services LLC | 578,145 | $1.15 億 | 1.25% | −3,989−0.7% | 減碼 |
| Agf Management Ltd | 564,222 | $1.14 億 | 0.63% | −16,432−2.8% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 562,898 | $1.14 億 | 0.29% | −37,478−6.2% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 562,352 | $1.14 億 | 0.48% | +484,909+626.1% | 加碼 |
| Capital Advisors Inc | 561,639 | $1.14 億 | 2.35% | +10,033+1.8% | 加碼 |
| Steward Partners Investment Advisory, LLC | 559,342 | $1.13 億 | 1.19% | −10,221−1.8% | 減碼 |
| Bridges Investment Management Inc | 558,620 | $1.13 億 | 1.72% | +317,783+131.9% | 加碼 |
| Mercer Global Advisors Inc | 640,488 | $1.12 億 | 0.30% | +24,952+4.1% | 加碼 |
| British Columbia Investment Management Corp | 550,119 | $1.11 億 | 0.67% | +203,761+58.8% | 加碼 |
| Investment Management Corp of Ontario | 549,463 | $1.11 億 | 3.01% | −16,152−2.9% | 減碼 |
| Czech National Bank | 547,224 | $1.11 億 | 1.27% | +38,548+7.6% | 加碼 |
| GWM Advisors LLC | 543,999 | $1.10 億 | 0.80% | +80,449+17.4% | 加碼 |
| Assetmark, Inc | 539,980 | $1.09 億 | 0.34% | +387,636+254.4% | 加碼 |
| Tiaa Trust, National Association | 535,663 | $1.08 億 | 0.33% | +34,906+7.0% | 加碼 |
| Federation des caisses Desjardins du Quebec | 520,530 | $1.05 億 | 0.56% | +24,884+5.0% | 加碼 |
| Capital International Inc | 516,867 | $1.05 億 | 1.39% | −20,816−3.9% | 減碼 |
| Acadian Asset Management LLC | 516,859 | $1.05 億 | 0.32% | +318,383+160.4% | 加碼 |
| Commerzbank Aktiengesellschaft | 516,741 | $1.05 億 | 3.45% | +3,125+0.6% | 加碼 |
| LGT Group Foundation | 506,145 | $1.02 億 | 1.62% | −15,764−3.0% | 減碼 |
| Wilkinson Global Asset Management LLC | 505,269 | $1.02 億 | 6.39% | −5,614−1.1% | 減碼 |
| Consulta Ltd | 500,000 | $1.01 億 | 6.89% | −100,000−16.7% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 499,959 | $1.01 億 | 0.91% | −3,166−0.6% | 減碼 |
| Candriam Luxembourg S.C.A. | 496,823 | $1.00 億 | 0.61% | +10,613+2.2% | 加碼 |
| Crawford Investment Counsel Inc | 496,720 | $1.00 億 | 1.91% | −112,313−18.4% | 減碼 |
| Umb Bank N A | 494,711 | $1.00 億 | 1.64% | −2,470−0.5% | 減碼 |
| Nissay Asset Management Corp | 494,417 | $1.00 億 | 0.66% | −263,381−34.8% | 減碼 |
| Mawer Investment Management Ltd. | 488,926 | $9,889 萬 | 0.47% | −76,613−13.5% | 減碼 |
| Sculptor Capital LP | 486,300 | $9,836 萬 | 2.03% | −50,000−9.3% | 減碼 |
| Staley Capital Advisers Inc | 480,648 | $9,722 萬 | 4.47% | −4,667−1.0% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 473,264 | $9,572 萬 | 0.99% | +45,863+10.7% | 加碼 |
| Utah Retirement Systems | 472,269 | $9,552 萬 | 1.13% | −28,800−5.7% | 減碼 |
| Basswood Capital Management, L.L.C. | 469,496 | $9,496 萬 | 6.17% | 00.0% | 不變 |
| CIBC Asset Management Inc | 468,905 | $9,484 萬 | 0.34% | −17,213−3.5% | 減碼 |
| Federated Hermes, Inc. | 466,259 | $9,431 萬 | 0.22% | −158,567−25.4% | 減碼 |
| USS Investment Management Ltd | 464,925 | $9,409 萬 | 0.75% | +10,395+2.3% | 加碼 |
| QRG Capital Management, Inc. | 462,615 | $9,357 萬 | 1.11% | +27,160+6.2% | 加碼 |
| Sapient Capital LLC | 459,755 | $9,299 萬 | 1.94% | +86,623+23.2% | 加碼 |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | 457,314 | $9,250 萬 | 1.04% | +457,314 | 新進 |