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 |
|---|---|---|---|---|---|
| Pinnacle Associates Ltd | 457,014 | $9,244 萬 | 1.45% | −14,784−3.1% | 減碼 |
| Pathstone Holdings, LLC | 454,876 | $9,200 萬 | 0.42% | +2,601+0.6% | 加碼 |
| IMC-Chicago, LLC | 451,442 | $9,131 萬 | 2.93% | +451,442 | 新進 |
| MUFG Securities EMEA plc | 449,999 | $9,102 萬 | 4.06% | +449,999 | 新進 |
| Financial Counselors Inc | 449,734 | $9,096 萬 | 1.46% | −7,376−1.6% | 減碼 |
| SG Americas Securities, LLC | 441,496 | $8,930 萬 | 0.56% | +63,312+16.7% | 加碼 |
| Advisors Capital Management, LLC | 440,257 | $8,905 萬 | 1.55% | +4,513+1.0% | 加碼 |
| AE Wealth Management LLC | 439,399 | $8,887 萬 | 0.89% | +74,706+20.5% | 加碼 |
| Cooke & Bieler LP | 437,314 | $8,845 萬 | 0.85% | −17,947−3.9% | 減碼 |
| Stock Yards Bank & Trust Co | 436,471 | $8,828 萬 | 2.92% | −14,204−3.2% | 減碼 |
| Manning & Napier Advisors LLC | 433,384 | $8,766 萬 | 0.99% | +433,384 | 新進 |
| Gabelli Funds LLC | 431,147 | $8,720 萬 | 0.66% | −7,075−1.6% | 減碼 |
| Beck Mack & Oliver LLC | 430,114 | $8,699 萬 | 1.80% | +485+0.1% | 加碼 |
| Ofi Invest Asset Management | 459,562 | $8,673 萬 | 2.30% | −2,055−0.4% | 減碼 |
| Glenview Trust Co | 421,034 | $8,516 萬 | 1.71% | +255+0.1% | 加碼 |
| Daiwa Securities Group Inc. | 420,057 | $8,496 萬 | 0.45% | +49,937+13.5% | 加碼 |
| Berkshire Asset Management LLC | 419,868 | $8,492 萬 | 4.23% | +20,945+5.3% | 加碼 |
| Yousif Capital Management, LLC | 419,005 | $8,475 萬 | 0.96% | −11,546−2.7% | 減碼 |
| Employees Provident Fund Board | 418,831 | $8,471 萬 | 1.36% | −21,169−4.8% | 減碼 |
| Park National Corp | 418,182 | $8,458 萬 | 3.13% | −27,640−6.2% | 減碼 |
| Xponance, Inc. | 415,902 | $8,412 萬 | 0.86% | −32,301−7.2% | 減碼 |
| D.A. Davidson & Co. | 409,906 | $8,291 萬 | 0.73% | +1,383+0.3% | 加碼 |
| Border to Coast Pensions Partnership Ltd | 408,929 | $8,274 萬 | 1.95% | −14,563−3.4% | 減碼 |
| Adviser Investments LLC | 407,218 | $8,236 萬 | 1.09% | −5,209−1.3% | 減碼 |
| RMB Capital Management, LLC | 406,636 | $8,225 萬 | 1.97% | −29,041−6.7% | 減碼 |
| HRT Financial LP | 406,639 | $8,225 萬 | 0.46% | +280,732+223.0% | 加碼 |
| AMF Pensionsforsakring AB | 404,334 | $8,184 萬 | 0.61% | −562,360−58.2% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 403,675 | $8,165 萬 | 1.34% | +5,439+1.4% | 加碼 |
| E. Ohman J:or Asset Management AB | 402,774 | $8,147 萬 | 2.02% | −2,900−0.7% | 減碼 |
| Guidance Point Advisors, LLC | 401,743 | $8,126 萬 | 25.37% | +80.0% | 加碼 |
| Hardy Reed LLC | 400,801 | $8,107 萬 | 8.14% | +18,252+4.8% | 加碼 |
| Associated Banc-Corp | 398,243 | $8,055 萬 | 2.51% | +921+0.2% | 加碼 |
| Groupama Asset Managment | 398,147 | $8,053 萬 | 1.66% | +7,618+2.0% | 加碼 |
| Beacon Pointe Advisors, LLC | 394,968 | $7,989 萬 | 0.95% | −9,996−2.5% | 減碼 |
| New York Life Investment Management LLC | 394,242 | $7,974 萬 | 0.80% | −515−0.1% | 減碼 |
| Prio Wealth Limited Partnership | 394,176 | $7,973 萬 | 2.38% | −48,304−10.9% | 減碼 |
| Cullen/Frost Bankers, Inc. | 392,733 | $7,943 萬 | 1.15% | −9,170−2.3% | 減碼 |
| Mutual of America Capital Management LLC | 392,516 | $7,939 萬 | 0.87% | −5,180−1.3% | 減碼 |
| Becker Capital Management Inc | 390,622 | $7,901 萬 | 2.71% | −4,294−1.1% | 減碼 |
| United Capital Financial Advisers, LLC | 387,666 | $7,841 萬 | 0.67% | −60,175−13.4% | 減碼 |
| Swiss Life Asset Management Ltd | 386,928 | $7,826 萬 | 0.92% | +28,120+7.8% | 加碼 |
| M&G Plc | 386,921 | $7,816 萬 | 0.46% | −73,530−16.0% | 減碼 |
| TCTC Holdings, LLC | 385,215 | $7,791 萬 | 2.68% | −3,369−0.9% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 382,227 | $7,731 萬 | 0.26% | −13,072−3.3% | 減碼 |
| Smith Chas P & Associates Pa Cpas | 380,884 | $7,704 萬 | 4.57% | −7,438−1.9% | 減碼 |
| Gunn & Co Investment Management, Inc. | 380,884 | $7,704 萬 | 4.57% | +348,810+1,087.5% | 加碼 |
| Global Frontier Investments LLC | 379,000 | $7,666 萬 | 22.88% | 00.0% | 不變 |
| Vaughan David Investments LLC | 369,166 | $7,467 萬 | 1.89% | −6,044−1.6% | 減碼 |
| Waters Parkerson & Co., LLC | 366,160 | $7,406 萬 | 3.94% | −7,527−2.0% | 減碼 |
| Barr E S & Co | 364,694 | $7,376 萬 | 4.84% | −224,634−38.1% | 減碼 |
| RNC Capital Management LLC | 363,669 | $7,356 萬 | 4.08% | +15,191+4.4% | 加碼 |
| Raymond James Trust N.A. | 363,622 | $7,355 萬 | 1.73% | +2,259+0.6% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 362,246 | $7,327 萬 | 0.26% | −6,184−1.7% | 減碼 |
| ABN AMRO Bank N.V. | 357,218 | $7,289 萬 | 1.10% | +20,232+6.0% | 加碼 |
| Oppenheimer & Co Inc | 360,282 | $7,287 萬 | 1.16% | +13,164+3.8% | 加碼 |
| MAI Capital Management | 357,135 | $7,223 萬 | 0.71% | +2,968+0.8% | 加碼 |
| Principle Wealth Partners LLC | 353,866 | $7,157 萬 | 5.45% | −342−0.1% | 減碼 |
| Carnegie Capital Asset Management, LLC | 352,165 | $7,123 萬 | 2.22% | −4,773−1.3% | 減碼 |
| Banco Santander, S.A. | 350,595 | $7,091 萬 | 0.88% | +15,697+4.7% | 加碼 |
| Guggenheim Capital LLC | 346,973 | $7,018 萬 | 0.50% | +19,403+5.9% | 加碼 |
| Davis R M Inc | 344,777 | $6,973 萬 | 1.42% | −3,094−0.9% | 減碼 |
| CWM, LLC | 341,662 | $6,910 萬 | 0.33% | +14,351+4.4% | 加碼 |
| Flputnam Investment Management Co | 341,234 | $6,902 萬 | 1.29% | +7,973+2.4% | 加碼 |
| Impax Asset Management Group plc | 338,351 | $6,843 萬 | 0.28% | −70,221−17.2% | 減碼 |
| Seizert Capital Partners, LLC | 337,482 | $6,826 萬 | 3.39% | −30,740−8.3% | 減碼 |
| Henshaw Capital LLC | 337,139 | $6,819 萬 | 3.08% | 00.0% | 不變 |
| Donaldson Capital Management, LLC | 335,986 | $6,796 萬 | 2.85% | −7,516−2.2% | 減碼 |
| Private Advisor Group, LLC | 332,828 | $6,704 萬 | 0.45% | +550+0.2% | 加碼 |
| United Services Automobile Association | 329,354 | $6,662 萬 | 1.69% | −9,916−2.9% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 328,330 | $6,641 萬 | 0.16% | +328,330 | 新進 |
| HM Payson & Co | 326,083 | $6,595 萬 | 1.20% | +79,891+32.5% | 加碼 |
| Mesirow Financial Investment Management, Inc. | 324,833 | $6,572 萬 | 1.48% | −3,510−1.1% | 減碼 |
| Quintet Private Bank (Europe) S.A. | 277,137 | $6,555 萬 | 3.80% | −42,472−13.3% | 減碼 |
| Waverton Investment Management Ltd | 323,458 | $6,546 萬 | 1.23% | +15,956+5.2% | 加碼 |
| State of Alaska, Department of Revenue | 321,237 | $6,497 萬 | 0.73% | −4,375−1.3% | 減碼 |
| Ilmarinen Mutual Pension Insurance Co | 318,769 | $6,447 萬 | 0.75% | −16,600−4.9% | 減碼 |
| Wesbanco Bank Inc | 318,699 | $6,446 萬 | 2.41% | −4,780−1.5% | 減碼 |
| JTC Employer Solutions Trusteee Ltd | 317,431 | $6,424 萬 | 4.30% | −6,200−1.9% | 減碼 |
| Massmutual Trust Co FSB | 313,425 | $6,339 萬 | 1.92% | +493+0.2% | 加碼 |
| Whittier Trust Co of Nevada Inc | 309,910 | $6,268 萬 | 1.74% | −453−0.1% | 減碼 |
| Welch Group, LLC | 309,063 | $6,251 萬 | 3.00% | −5,974−1.9% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 308,417 | $6,238 萬 | 0.66% | −39,227−11.3% | 減碼 |
| Dodge & Cox | 307,915 | $6,228 萬 | 0.04% | −12,650−3.9% | 減碼 |
| Avantax Advisory Services, Inc. | 307,348 | $6,216 萬 | 0.44% | +111,693+57.1% | 加碼 |
| Synovus Financial Corp | 307,308 | $6,216 萬 | 0.82% | −3,801−1.2% | 減碼 |
| Fiduciary Trust Co | 307,004 | $6,209 萬 | 0.93% | +3,991+1.3% | 加碼 |
| Lido Advisors, LLC | 306,401 | $6,197 萬 | 0.51% | +69,900+29.6% | 加碼 |
| Meitav Dash Investments Ltd | 305,499 | $6,175 萬 | 1.10% | −68,087−18.2% | 減碼 |
| Adams Diversified Equity Fund, Inc. | 304,363 | $6,156 萬 | 2.10% | 00.0% | 不變 |
| Susquehanna Fundamental Investments, LLC | 303,656 | $6,142 萬 | 1.42% | +126,500+71.4% | 加碼 |
| NewEdge Wealth, LLC | 302,407 | $6,116 萬 | 1.32% | +6,679+2.3% | 加碼 |
| Ancora Advisors, LLC | 301,141 | $6,091 萬 | 1.51% | −2,825−0.9% | 減碼 |
| Citizens Financial Group Inc | 300,858 | $6,085 萬 | 1.35% | +121,186+67.4% | 加碼 |
| Ceredex Value Advisors LLC | 299,135 | $6,050 萬 | 1.14% | +30,938+11.5% | 加碼 |
| Miller Howard Investments Inc | 298,594 | $6,039 萬 | 2.00% | −6,738−2.2% | 減碼 |
| Bokf, NA | 297,821 | $6,024 萬 | 1.08% | −5,888−1.9% | 減碼 |
| Badgley Phelps Wealth Managers, LLC | 296,690 | $6,001 萬 | 1.48% | +2,136+0.7% | 加碼 |
| Argent Trust Co | 293,625 | $5,939 萬 | 2.61% | +607+0.2% | 加碼 |
| Brandes Investment Partners, LP | 291,837 | $5,897 萬 | 0.73% | −65,220−18.3% | 減碼 |
| Achmea Investment Management B.V. | 290,666 | $5,879 萬 | 1.05% | +50,993+21.3% | 加碼 |