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 |
|---|---|---|---|---|---|
| Meyer Handelman Co | 289,716 | $5,860 萬 | 2.06% | +6,090+2.1% | 加碼 |
| Aristotle Atlantic Partners, LLC | 289,453 | $5,854 萬 | 1.90% | −25,606−8.1% | 減碼 |
| Nicholas Company, Inc. | 289,170 | $5,849 萬 | 0.97% | −93,125−24.4% | 減碼 |
| PGGM Investments | 289,079 | $5,847 萬 | 0.84% | +11,803+4.3% | 加碼 |
| Fullerton Fund Management Co Ltd. | 287,995 | $5,825 萬 | 2.61% | +284,639+8,481.5% | 加碼 |
| Rokos Capital Management LLP | 288,016 | $5,825 萬 | 1.34% | +69,585+31.9% | 加碼 |
| Allworth Financial LP | 277,417 | $5,820 萬 | 0.38% | +191,645+223.4% | 加碼 |
| JustInvest LLC | 291,483 | $5,811 萬 | 1.11% | +33,567+13.0% | 加碼 |
| Jones Financial Companies LLLP | 287,126 | $5,807 萬 | 0.07% | +116,387+68.2% | 加碼 |
| Spears Abacus Advisors LLC | 286,134 | $5,787 萬 | 1.20% | −2,133−0.7% | 減碼 |
| Stephens Inc | 285,963 | $5,784 萬 | 0.88% | +12,240+4.5% | 加碼 |
| Kestra Private Wealth Services, LLC | 282,008 | $5,704 萬 | 1.14% | +38,669+15.9% | 加碼 |
| Vontobel Holding Ltd. | 281,997 | $5,704 萬 | 0.19% | −21,527−7.1% | 減碼 |
| Searle & Co. | 280,942 | $5,682 萬 | 13.32% | +18,975+7.2% | 加碼 |
| Tocqueville Asset Management L.P. | 280,806 | $5,680 萬 | 0.94% | −2,565−0.9% | 減碼 |
| Roffman Miller Associates Inc | 278,281 | $5,629 萬 | 3.71% | −3,118−1.1% | 減碼 |
| North Star Investment Management Corp. | 277,981 | $5,622 萬 | 4.12% | −14,015−4.8% | 減碼 |
| Capital International Sarl | 276,249 | $5,587 萬 | 1.71% | +9,654+3.6% | 加碼 |
| ING Groep NV | 275,255 | $5,567 萬 | 0.33% | −89,269−24.5% | 減碼 |
| Atria Investments LLC | 274,688 | $5,556 萬 | 0.72% | +6,348+2.4% | 加碼 |
| Wealthfront Advisers LLC | 270,909 | $5,479 萬 | 0.18% | +6,103+2.3% | 加碼 |
| Beacon Investment Advisory Services, Inc. | 270,518 | $5,472 萬 | 2.35% | −713−0.3% | 減碼 |
| Ieq Capital, LLC | 270,246 | $5,466 萬 | 0.74% | +16,765+6.6% | 加碼 |
| Andra AP-fonden | 270,000 | $5,461 萬 | 0.92% | +121,800+82.2% | 加碼 |
| Deprince Race & Zollo Inc | 265,599 | $5,372 萬 | 1.20% | −15,864−5.6% | 減碼 |
| Sequoia Financial Advisors, LLC | 265,413 | $5,368 萬 | 0.65% | −9,668−3.5% | 減碼 |
| iA Global Asset Management Inc. | 264,616 | $5,352 萬 | 1.02% | −160,951−37.8% | 減碼 |
| Capitolis Liquid Global Markets LLC | 262,600 | $5,311 萬 | 0.66% | −307,500−53.9% | 減碼 |
| MBB Public Markets I LLC | 260,764 | $5,274 萬 | 1.09% | +175,698+206.5% | 加碼 |
| Hosking Partners LLP | 259,054 | $5,240 萬 | 1.94% | +15,252+6.3% | 加碼 |
| Kimelman & Baird, LLC | 258,613 | $5,231 萬 | 4.31% | +258,613 | 新進 |
| Country Trust Bank | 256,950 | $5,197 萬 | 1.31% | −1,930−0.7% | 減碼 |
| Lazard Asset Management LLC | 254,907 | $5,156 萬 | 0.06% | −51,239−16.7% | 減碼 |
| Markel Group Inc.大師馬克爾集團 | 252,550 | $5,108 萬 | 0.50% | 00.0% | 不變 |
| Migdal Insurance & Financial Holdings Ltd. | 252,502 | $5,107 萬 | 0.85% | −3,167−1.2% | 減碼 |
| Daymark Wealth Partners, LLC | 350,003 | $5,067 萬 | 2.32% | +9,997+2.9% | 加碼 |
| Prudential PLC | 250,235 | $5,061 萬 | 0.35% | +57,082+29.6% | 加碼 |
| JPB Foundation | 249,855 | $5,054 萬 | 5.41% | −50,000−16.7% | 減碼 |
| Cornerstone Investment Partners, LLC | 249,219 | $5,041 萬 | 2.49% | −45,056−15.3% | 減碼 |
| Clearstead Advisors, LLC | 248,867 | $5,034 萬 | 0.86% | +130,904+111.0% | 加碼 |
| Crestwood Advisors Group LLC | 248,708 | $5,030 萬 | 1.04% | +1,518+0.6% | 加碼 |
| ZWJ Investment Counsel Inc | 248,584 | $5,028 萬 | 2.21% | −2,554−1.0% | 減碼 |
| Sabal Trust CO | 248,433 | $5,025 萬 | 2.99% | −10,791−4.2% | 減碼 |
| Todd Asset Management LLC | 248,421 | $5,025 萬 | 1.04% | +18,685+8.1% | 加碼 |
| Foundry Partners, LLC | 247,766 | $5,011 萬 | 2.69% | +245+0.1% | 加碼 |
| Argent Capital Management LLC | 247,466 | $5,005 萬 | 1.47% | −3,387−1.4% | 減碼 |
| Oregon Public Employees Retirement Fund | 246,674 | $4,989 萬 | 0.99% | −497−0.2% | 減碼 |
| McDonald Capital Investors Inc | 246,672 | $4,989 萬 | 3.12% | +255+0.1% | 加碼 |
| Elo Mutual Pension Insurance Co | 245,553 | $4,967 萬 | 1.16% | −18,604−7.0% | 減碼 |
| Sanibel Captiva Trust Company, Inc. | 245,183 | $4,959 萬 | 1.70% | +4,550+1.9% | 加碼 |
| Allianz SE | 244,411 | $4,943 萬 | 1.45% | +4,084+1.7% | 加碼 |
| Destination Wealth Management | 244,313 | $4,941 萬 | 1.63% | −11,476−4.5% | 減碼 |
| Nexus Investment Management ULC | 243,197 | $4,919 萬 | 5.17% | −17,690−6.8% | 減碼 |
| First Horizon Advisors, Inc. | 242,767 | $4,910 萬 | 1.49% | −1,552−0.6% | 減碼 |
| Modera Wealth Management, LLC | 242,244 | $4,900 萬 | 0.72% | −7,092−2.8% | 減碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 241,818 | $4,891 萬 | 1.62% | +25,169+11.6% | 加碼 |
| Cambiar Investors LLC | 241,209 | $4,879 萬 | 1.91% | −3,533−1.4% | 減碼 |
| Busey Wealth Management | 239,716 | $4,849 萬 | 1.66% | +3,554+1.5% | 加碼 |
| Pacer Advisors, Inc. | 238,357 | $4,821 萬 | 0.11% | +7,324+3.2% | 加碼 |
| Gamco Investors, Inc. Et Al | 237,740 | $4,809 萬 | 0.52% | −13,386−5.3% | 減碼 |
| Boston Private Wealth LLC | 237,508 | $4,804 萬 | 1.19% | −14,118−5.6% | 減碼 |
| Gulf International Bank (UK) Ltd | 235,994 | $4,773 萬 | 1.21% | −10,591−4.3% | 減碼 |
| First Manhattan Co | 235,919 | $4,772 萬 | 0.15% | −4,838−2.0% | 減碼 |
| Jupiter Asset Management Ltd | 235,360 | $4,760 萬 | 0.45% | +27,914+13.5% | 加碼 |
| Moran Wealth Management, LLC | 233,742 | $4,728 萬 | 1.56% | +4,602+2.0% | 加碼 |
| Polar Capital Holdings Plc | 231,980 | $4,692 萬 | 0.28% | −18,256−7.3% | 減碼 |
| Ingalls & Snyder LLC | 230,863 | $4,669 萬 | 2.02% | −4,872−2.1% | 減碼 |
| Salem Investment Counselors Inc | 230,449 | $4,661 萬 | 1.50% | −939−0.4% | 減碼 |
| Bryn Mawr Trust Co | 230,165 | $4,655 萬 | 1.79% | −2,289−1.0% | 減碼 |
| NorthCrest Asset Manangement, LLC | 229,056 | $4,633 萬 | 1.54% | +3,697+1.6% | 加碼 |
| Nippon Life Global Investors Americas, Inc. | 229,020 | $4,632 萬 | 2.04% | +160+0.1% | 加碼 |
| HighPoint Advisor Group LLC | 214,343 | $4,612 萬 | 2.75% | +28,041+15.1% | 加碼 |
| Private Wealth Partners, LLC | 227,302 | $4,597 萬 | 3.45% | −6,942−3.0% | 減碼 |
| Villere St Denis J & Co LLC | 226,961 | $4,591 萬 | 3.88% | −3,931−1.7% | 減碼 |
| Johnson Investment Counsel Inc | 226,771 | $4,587 萬 | 0.48% | −1,057−0.5% | 減碼 |
| Hancock Whitney Corp | 226,098 | $4,573 萬 | 1.55% | −22,283−9.0% | 減碼 |
| Natixis Investment Managers International | 226,090 | $4,573 萬 | 3.41% | +10,030+4.6% | 加碼 |
| Maryland State Retirement & Pension System | 223,424 | $4,519 萬 | 0.83% | −2,437−1.1% | 減碼 |
| Baker Avenue Asset Management, LP | 222,935 | $4,509 萬 | 1.54% | −3,314−1.5% | 減碼 |
| Mizuho Securities USA LLC | 221,413 | $4,478 萬 | 0.99% | +221,413 | 新進 |
| Stratos Wealth Partners, LTD. | 220,196 | $4,454 萬 | 0.71% | −2,701−1.2% | 減碼 |
| Heritage Investors Management Corp | 220,039 | $4,451 萬 | 1.55% | −6,678−2.9% | 減碼 |
| BNP Paribas | 220,066 | $4,441 萬 | 2.24% | −7,363−3.2% | 減碼 |
| Samlyn Capital, LLC | 219,374 | $4,437 萬 | 0.76% | −461,616−67.8% | 減碼 |
| Polaris Capital Management, LLC | 217,251 | $4,394 萬 | 2.35% | −5,000−2.2% | 減碼 |
| Venture Visionary Partners LLC | 216,479 | $4,379 萬 | 2.02% | +1,787+0.8% | 加碼 |
| Kentucky Retirement Systems | 216,398 | $4,377 萬 | 1.27% | −3,154−1.4% | 減碼 |
| Capital Investment Advisors, LLC | 216,013 | $4,369 萬 | 0.99% | +2,747+1.3% | 加碼 |
| Two Sigma Investments, LP | 215,478 | $4,358 萬 | 0.10% | +208,678+3,068.8% | 加碼 |
| Squarepoint Ops LLC | 213,748 | $4,323 萬 | 0.16% | −127,086−37.3% | 減碼 |
| Mill Capital Management, LLC | 213,043 | $4,309 萬 | 3.56% | +1,271+0.6% | 加碼 |
| Howard Capital Management Group, LLC | 212,810 | $4,304 萬 | 3.17% | −783−0.4% | 減碼 |
| FreeGulliver LLC | 212,335 | $4,295 萬 | 29.36% | +240.0% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 212,272 | $4,294 萬 | 0.45% | −20,437−8.8% | 減碼 |
| Crossmark Global Holdings, Inc. | 211,709 | $4,282 萬 | 0.82% | +8,778+4.3% | 加碼 |
| Klingenstein Fields & Co LP | 211,415 | $4,276 萬 | 1.77% | −1,644−0.8% | 減碼 |
| Mediolanum International Funds Ltd | 229,588 | $4,269 萬 | 0.70% | +9,078+4.1% | 加碼 |
| Taurus Asset Management, LLC | 208,619 | $4,220 萬 | 4.27% | −38,354−15.5% | 減碼 |
| Clifford Swan Investment Counsel LLC | 207,959 | $4,206 萬 | 1.57% | −2,620−1.2% | 減碼 |
| Trust Co of Vermont | 207,792 | $4,203 萬 | 2.28% | −801−0.4% | 減碼 |