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
- 4,182
- 較 2024 年第 1 季 +112 家
- 持有股數
- 20.6 億
- 較 2024 年第 1 季 −576.8 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 1,742 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 | 5,103 | $5,721 億 |
| 2025 年第 4 季 | 5,155 | $6,395 億 |
| 2025 年第 3 季 | 4,766 | $6,180 億 |
| 2025 年第 2 季 | 4,753 | $5,824 億 |
| 2025 年第 1 季 | 4,680 | $4,946 億 |
| 2024 年第 4 季 | 4,680 | $4,900 億 |
| 2024 年第 3 季 | 4,216 | $4,294 億 |
| 2024 年第 2 季 | 4,182 | $4,162 億 |
| 2024 年第 1 季 | 4,121 | $4,145 億 |
| 2023 年第 4 季 | 4,002 | $3,518 億 |
| 2023 年第 3 季 | 3,711 | $2,970 億 |
| 2023 年第 2 季 | 3,673 | $2,976 億 |
| 2023 年第 1 季 | 3,613 | $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 | 3,520 | $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 |
|---|---|---|---|---|---|
| Aptus Capital Advisors, LLC | 206,678 | $4,180 萬 | 0.79% | +27,961+15.6% | 加碼 |
| Chilton Capital Management LLC | 206,378 | $4,174 萬 | 1.87% | +14,984+7.8% | 加碼 |
| Chesley Taft & Associates LLC | 205,946 | $4,165 萬 | 2.09% | +2,029+1.0% | 加碼 |
| Applied Finance Capital Management, LLC | 205,931 | $4,165 萬 | 1.93% | +52,823+34.5% | 加碼 |
| La Banque Postale Asset Management SA | 205,516 | $4,157 萬 | 1.71% | −13,095−6.0% | 減碼 |
| Oakworth Capital, Inc. | 205,176 | $4,150 萬 | 3.03% | +4,803+2.4% | 加碼 |
| Main Street Research LLC | 204,552 | $4,137 萬 | 2.73% | +10,769+5.6% | 加碼 |
| Northeast Investment Management | 204,122 | $4,129 萬 | 1.94% | −804−0.4% | 減碼 |
| Thomasville National Bank | 203,994 | $4,126 萬 | 3.30% | +813+0.4% | 加碼 |
| Braun Stacey Associates Inc | 202,757 | $4,101 萬 | 1.59% | +6,114+3.1% | 加碼 |
| Washington Trust Co | 201,523 | $4,076 萬 | 1.49% | −6,559−3.2% | 減碼 |
| Central Securities Corp | 200,000 | $4,045 萬 | 3.99% | 00.0% | 不變 |
| Clear Street LLC | 200,000 | $4,045 萬 | 0.97% | +200,000 | 新進 |
| Kempen Capital Management N.V. | 199,633 | $4,038 萬 | 0.45% | +47,397+31.1% | 加碼 |
| Holocene Advisors, LP | 199,626 | $4,038 萬 | 0.17% | +199,626 | 新進 |
| Illinois Municipal Retirement Fund | 199,248 | $4,030 萬 | 0.61% | −16,592−7.7% | 減碼 |
| Brinker Capital Investments, LLC | 198,939 | $4,024 萬 | 0.42% | −17,486−8.1% | 減碼 |
| Orion Portfolio Solutions, LLC | 198,939 | $4,024 萬 | 0.42% | −17,486−8.1% | 減碼 |
| Maple Capital Management, Inc. | 197,932 | $4,003 萬 | 3.25% | +3,704+1.9% | 加碼 |
| Wharton Business Group, LLC | 196,624 | $3,977 萬 | 2.05% | −355−0.2% | 減碼 |
| Gradient Investments LLC | 196,475 | $3,974 萬 | 0.89% | −7,523−3.7% | 減碼 |
| Conning Inc. | 196,659 | $3,972 萬 | 1.43% | −25,059−11.3% | 減碼 |
| Fort Pitt Capital Group, LLC | 196,332 | $3,971 萬 | 1.21% | −9,851−4.8% | 減碼 |
| Erste Asset Management GmbH | 197,653 | $3,965 萬 | 0.53% | −8,000−3.9% | 減碼 |
| First National Trust Co | 195,713 | $3,958 萬 | 1.63% | −5,999−3.0% | 減碼 |
| Rockland Trust Co | 194,960 | $3,943 萬 | 2.08% | −2,320−1.2% | 減碼 |
| Howe & Rusling Inc | 194,152 | $3,927 萬 | 3.58% | +4,465+2.4% | 加碼 |
| Meridian Wealth Management, LLC | 193,676 | $3,917 萬 | 4.68% | +193,676 | 新進 |
| St Germain D J Co Inc | 193,536 | $3,914 萬 | 1.89% | −8,380−4.2% | 減碼 |
| Moody Lynn & Lieberson, LLC | 193,324 | $3,910 萬 | 2.56% | +1,305+0.7% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 193,115 | $3,906 萬 | 0.95% | +4,975+2.6% | 加碼 |
| LMCG Investments, LLC | 192,642 | $3,896 萬 | 2.27% | +1,547+0.8% | 加碼 |
| Chartwell Investment Partners, LLC | 191,516 | $3,874 萬 | 1.36% | +2,569+1.4% | 加碼 |
| Estabrook Capital Management | 191,137 | $3,866 萬 | 5.95% | −3,195−1.6% | 減碼 |
| Pictet & Cie (Europe) SA | 190,953 | $3,862 萬 | 0.94% | +420.0% | 加碼 |
| Highland Capital Management, LLC | 190,336 | $3,850 萬 | 2.27% | −6,501−3.3% | 減碼 |
| Silvercrest Asset Management Group LLC | 188,535 | $3,813 萬 | 0.26% | −300.0% | 減碼 |
| Private Management Group Inc | 188,022 | $3,803 萬 | 1.46% | −2,568−1.3% | 減碼 |
| Hyman Charles D | 185,884 | $3,760 萬 | 2.10% | −287−0.2% | 減碼 |
| Barrow Hanley Mewhinney & Strauss LLC | 185,640 | $3,755 萬 | 0.13% | −104,692−36.1% | 減碼 |
| Capital International Ltd | 184,935 | $3,740 萬 | 1.72% | −2,000−1.1% | 減碼 |
| Abrams Bison Investments, LLC | 184,000 | $3,722 萬 | 3.65% | −219,000−54.3% | 減碼 |
| Hartford Investment Management Co | 183,995 | $3,721 萬 | 1.28% | −2,825−1.5% | 減碼 |
| Payden & Rygel Investment Group | 183,450 | $3,711 萬 | 3.00% | −43,300−19.1% | 減碼 |
| Payden & Rygel | 183,450 | $3,711 萬 | 3.00% | −43,300−19.1% | 減碼 |
| Fort Washington Investment Advisors Inc | 182,648 | $3,694 萬 | 0.24% | −97,812−34.9% | 減碼 |
| TownSquare Capital, LLC | 182,627 | $3,694 萬 | 0.50% | +12,971+7.6% | 加碼 |
| Dakota Wealth Management | 182,521 | $3,692 萬 | 0.87% | +1,215+0.7% | 加碼 |
| Smith, Salley & Associates | 182,267 | $3,687 萬 | 2.65% | +7,563+4.3% | 加碼 |
| Nomura Holdings Inc | 181,966 | $3,680 萬 | 0.24% | +15,744+9.5% | 加碼 |
| Atria Wealth Solutions, Inc. | 181,573 | $3,672 萬 | 0.41% | −8,676−4.6% | 減碼 |
| Levin Capital Strategies, L.P. | 181,333 | $3,668 萬 | 3.88% | −1,003−0.6% | 減碼 |
| Matrix Asset Advisors Inc | 181,058 | $3,662 萬 | 4.37% | −3,187−1.7% | 減碼 |
| Equitable Holdings, Inc. | 181,027 | $3,661 萬 | 0.39% | +2,869+1.6% | 加碼 |
| Alpha Cubed Investments, LLC | 180,952 | $3,660 萬 | 1.74% | −1,506−0.8% | 減碼 |
| Eastern Bank | 179,860 | $3,638 萬 | 1.47% | −6,150−3.3% | 減碼 |
| Blue Chip Partners, Inc. | 178,894 | $3,618 萬 | 3.34% | +1,452+0.8% | 加碼 |
| American Assets Investment Management, LLC | 177,600 | $3,592 萬 | 3.36% | 00.0% | 不變 |
| KCM Investment Advisors LLC | 176,281 | $3,565 萬 | 1.28% | +590+0.3% | 加碼 |
| Madison Asset Management, LLC | 176,165 | $3,563 萬 | 0.44% | −11,703−6.2% | 減碼 |
| Quantinno Capital Management LP | 175,850 | $3,557 萬 | 0.64% | +28,713+19.5% | 加碼 |
| NS Partners Ltd | 175,372 | $3,547 萬 | 1.61% | −1,926−1.1% | 減碼 |
| Central Trust Co | 175,336 | $3,546 萬 | 0.87% | +744+0.4% | 加碼 |
| First National Bank of Omaha | 174,705 | $3,534 萬 | 2.32% | +36,657+26.6% | 加碼 |
| Anchor Capital Advisors LLC | 174,690 | $3,533 萬 | 0.99% | −1,066−0.6% | 減碼 |
| Alps Advisors Inc | 174,275 | $3,525 萬 | 0.24% | −1,386−0.8% | 減碼 |
| Independent Advisor Alliance | 173,631 | $3,512 萬 | 1.20% | −4,914−2.8% | 減碼 |
| Gratus Capital LLC | 173,117 | $3,501 萬 | 1.41% | +8,792+5.4% | 加碼 |
| Fishman Jay A Ltd | 172,068 | $3,480 萬 | 3.67% | −193−0.1% | 減碼 |
| Randolph Co Inc | 170,466 | $3,448 萬 | 4.23% | −620.0% | 減碼 |
| Northeast Financial Consultants Inc | 169,601 | $3,430 萬 | 1.58% | −9,751−5.4% | 減碼 |
| Allen Investment Management LLC | 169,431 | $3,427 萬 | 0.42% | −627−0.4% | 減碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 169,295 | $3,424 萬 | 2.11% | −248−0.1% | 減碼 |
| Manitou Investment Management Ltd. | 168,210 | $3,402 萬 | 7.61% | −36,937−18.0% | 減碼 |
| Community Trust & Investment Co | 168,007 | $3,398 萬 | 2.32% | −3,999−2.3% | 減碼 |
| First Citizens Bank & Trust Co | 167,313 | $3,384 萬 | 0.64% | −460.0% | 減碼 |
| Congress Wealth Management LLC | 165,296 | $3,343 萬 | 0.53% | +7,911+5.0% | 加碼 |
| Sandy Spring Bank | 165,293 | $3,343 萬 | 1.47% | −1,301−0.8% | 減碼 |
| Securian Asset Management, Inc | 165,123 | $3,340 萬 | 0.97% | −5,156−3.0% | 減碼 |
| Cardinal Capital Management, Inc. | 164,596 | $3,329 萬 | 1.28% | −19,005−10.4% | 減碼 |
| Farmers & Merchants Investments Inc | 164,325 | $3,324 萬 | 1.11% | −358−0.2% | 減碼 |
| Fukoku Mutual Life Insurance Co | 163,917 | $3,315 萬 | 2.55% | +5,540+3.5% | 加碼 |
| Hantz Financial Services, Inc. | 163,209 | $3,301 萬 | 0.63% | −6,228−3.7% | 減碼 |
| Louisiana State Employees Retirement System | 162,500 | $3,287 萬 | 0.63% | −5,800−3.4% | 減碼 |
| National Mutual Insurance Federation of Agricultural Cooperatives | 160,900 | $3,254 萬 | 0.32% | −24,000−13.0% | 減碼 |
| Eagle Global Advisors LLC | 160,739 | $3,251 萬 | 1.72% | −25,166−13.5% | 減碼 |
| Marco Investment Management LLC | 160,467 | $3,246 萬 | 2.99% | +1,422+0.9% | 加碼 |
| HB Wealth Management, LLC | 160,229 | $3,241 萬 | 0.38% | +9,362+6.2% | 加碼 |
| Atlantic Union Bankshares Corp | 159,168 | $3,219 萬 | 2.01% | +44,982+39.4% | 加碼 |
| Stonebridge Capital Advisors LLC | 157,219 | $3,180 萬 | 2.80% | −581−0.4% | 減碼 |
| Segall Bryant & Hamill, LLC | 157,119 | $3,178 萬 | 0.56% | +4,666+3.1% | 加碼 |
| Rothschild Investment LLC | 156,932 | $3,174 萬 | 2.21% | −7,479−4.5% | 減碼 |
| MMBG Investment Advisors Co. | 156,770 | $3,171 萬 | 3.40% | −12,980−7.6% | 減碼 |
| Metis Global Partners, LLC | 156,544 | $3,166 萬 | 1.09% | −221−0.1% | 減碼 |
| Schwerin Boyle Capital Management Inc | 156,316 | $3,162 萬 | 3.32% | 00.0% | 不變 |
| Patient Capital Management, LLC | 155,979 | $3,155 萬 | 1.68% | −60,745−28.0% | 減碼 |
| Cornerstone Advisors, LLC | 155,900 | $3,153 萬 | 1.28% | −5,200−3.2% | 減碼 |
| Perfromance Wealth Partners, LLC | 155,864 | $3,153 萬 | 1.16% | +37,793+32.0% | 加碼 |
| GYL Financial Synergies, LLC | 155,071 | $3,136 萬 | 2.42% | −3,235−2.0% | 減碼 |
| Oak Associates, Ltd | 154,975 | $3,135 萬 | 2.08% | −490.0% | 減碼 |