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 |
|---|---|---|---|---|---|
| Lowe Brockenbrough & Co Inc | 154,662 | $3,128 萬 | 2.08% | −1,963−1.3% | 減碼 |
| Parallax Volatility Advisers, L.P. | 153,542 | $3,106 萬 | 0.79% | −42,309−21.6% | 減碼 |
| Wilsey Asset Management Inc | 153,388 | $3,102 萬 | 6.52% | −26,459−14.7% | 減碼 |
| Janney Capital Management LLC | 153,282 | $3,100 萬 | 2.19% | −6,469−4.0% | 減碼 |
| Appleton Partners Inc | 153,193 | $3,099 萬 | 2.39% | −7,928−4.9% | 減碼 |
| South State Corp. | 152,554 | $3,086 萬 | 2.25% | +5,425+3.7% | 加碼 |
| Franklin Street Advisors Inc | 151,555 | $3,065 萬 | 2.19% | −4,972−3.2% | 減碼 |
| Advisory Services Network, LLC | 151,477 | $3,064 萬 | 0.63% | +5,342+3.7% | 加碼 |
| Carret Asset Management, LLC | 151,315 | $3,061 萬 | 3.57% | −782−0.5% | 減碼 |
| Sit Investment Associates Inc | 150,285 | $3,040 萬 | 0.70% | −6,915−4.4% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 150,007 | $3,034 萬 | 1.33% | +119,747+395.7% | 加碼 |
| Galvin, Gaustad & Stein, LLC | 149,579 | $3,025 萬 | 2.81% | −11,980−7.4% | 減碼 |
| SpiderRock Advisors, LLC | 149,183 | $3,017 萬 | 0.79% | −161−0.1% | 減碼 |
| WSFS Capital Management, LLC | 148,760 | $3,010 萬 | 1.66% | −409−0.3% | 減碼 |
| LaFleur & Godfrey LLC | 148,287 | $2,999 萬 | 4.40% | −3,858−2.5% | 減碼 |
| Valeo Financial Advisors, LLC | 172,528 | $2,996 萬 | 0.94% | −1,704−1.0% | 減碼 |
| Meiji Yasuda Life Insurance Co | 147,529 | $2,984 萬 | 0.60% | +9,827+7.1% | 加碼 |
| First Fiduciary Investment Counsel, Inc. | 147,296 | $2,979 萬 | 6.46% | −2,085−1.4% | 減碼 |
| FineMark National Bank & Trust | 147,260 | $2,978 萬 | 1.10% | −1,345−0.9% | 減碼 |
| NFJ Investment Group, LLC | 147,207 | $2,977 萬 | 0.91% | −10,941−6.9% | 減碼 |
| RSM US Wealth Management LLC | 144,718 | $2,970 萬 | 0.50% | +81,923+130.5% | 加碼 |
| Abn Amro Investment Solutions | 146,406 | $2,961 萬 | 0.54% | +1,639+1.1% | 加碼 |
| NBT Bank N A | 146,329 | $2,960 萬 | 2.12% | −480.0% | 減碼 |
| New Mexico Educational Retirement Board | 145,650 | $2,946 萬 | 1.03% | 00.0% | 不變 |
| Oversea-Chinese Banking CORP Ltd | 145,397 | $2,942 萬 | 0.89% | −20,063−12.1% | 減碼 |
| Wesleyan Assurance Society | 145,257 | $2,940 萬 | 2.55% | 00.0% | 不變 |
| Resources Investment Advisors, LLC. | 144,588 | $2,924 萬 | 0.37% | +1,418+1.0% | 加碼 |
| Integrated Wealth Concepts LLC | 144,281 | $2,918 萬 | 0.40% | +4,535+3.2% | 加碼 |
| Neville Rodie & Shaw Inc | 143,898 | $2,910 萬 | 2.21% | −821−0.6% | 減碼 |
| VGI Partners Ltd | 143,735 | $2,907 萬 | 3.01% | −385−0.3% | 減碼 |
| Moore Capital Management, LP | 143,426 | $2,901 萬 | 0.64% | 00.0% | 不變 |
| Prospera Financial Services Inc | 143,223 | $2,898 萬 | 0.81% | +7,066+5.2% | 加碼 |
| Bridgeway Capital Management, LLC | 143,169 | $2,896 萬 | 0.68% | −85,320−37.3% | 減碼 |
| Parsons Capital Management Inc | 142,963 | $2,892 萬 | 1.97% | −1,602−1.1% | 減碼 |
| Snowden Capital Advisors LLC | 142,549 | $2,883 萬 | 0.86% | +141+0.1% | 加碼 |
| National Asset Management, Inc. | 141,404 | $2,860 萬 | 0.73% | −21,563−13.2% | 減碼 |
| Palisade Capital Management LLC | 141,080 | $2,853 萬 | 0.78% | +1,926+1.4% | 加碼 |
| Bollard Group LLC | 140,905 | $2,850 萬 | 0.80% | +838+0.6% | 加碼 |
| Axxcess Wealth Management, LLC | 139,839 | $2,828 萬 | 0.77% | −27,218−16.3% | 減碼 |
| Dixon Mitchell Investment Counsel Inc. | 137,460 | $2,809 萬 | 1.41% | +3,160+2.4% | 加碼 |
| First Foundation Advisors | 138,542 | $2,802 萬 | 1.07% | −3,492−2.5% | 減碼 |
| Tower Research Capital LLC (TRC) | 137,959 | $2,790 萬 | 0.47% | +17,529+14.6% | 加碼 |
| Patten & Patten Inc | 137,825 | $2,788 萬 | 1.95% | −1,353−1.0% | 減碼 |
| Evergreen Capital Management LLC | 137,606 | $2,783 萬 | 1.01% | +3,346+2.5% | 加碼 |
| Great Valley Advisor Group, Inc. | 136,852 | $2,768 萬 | 0.77% | +6,710+5.2% | 加碼 |
| Kanawha Capital Management LLC | 136,831 | $2,768 萬 | 2.17% | +2,985+2.2% | 加碼 |
| Edgar Lomax Co | 136,540 | $2,762 萬 | 1.79% | −2,390−1.7% | 減碼 |
| Arvest Trust Co N A | 136,205 | $2,755 萬 | 1.64% | −6,390−4.5% | 減碼 |
| Gemsstock Limited | 136,000 | $2,751 萬 | 8.77% | +4,500+3.4% | 加碼 |
| Bailard, Inc. | 135,941 | $2,750 萬 | 0.76% | +20.0% | 加碼 |
| Marex Group plc | 135,064 | $2,732 萬 | 0.73% | +91,872+212.7% | 加碼 |
| Toroso Investments, LLC | 135,012 | $2,731 萬 | 0.38% | +31,622+30.6% | 加碼 |
| Prime Capital Investment Advisors, LLC | 134,472 | $2,720 萬 | 0.40% | −16,012−10.6% | 減碼 |
| Moors & Cabot, Inc. | 134,278 | $2,716 萬 | 1.45% | −1,027−0.8% | 減碼 |
| Dana Investment Advisors, Inc. | 134,082 | $2,712 萬 | 0.92% | +13,615+11.3% | 加碼 |
| Penobscot Investment Management Company, Inc. | 133,469 | $2,700 萬 | 2.60% | +11,088+9.1% | 加碼 |
| Abner Herrman & Brock LLC | 132,609 | $2,682 萬 | 3.40% | −4,271−3.1% | 減碼 |
| Osborne Partners Capital Management, LLC | 132,306 | $2,676 萬 | 1.60% | −597−0.4% | 減碼 |
| Steigerwald, Gordon & Koch Inc. | 131,234 | $2,654 萬 | 3.21% | +1,042+0.8% | 加碼 |
| Albion Financial Group | 130,641 | $2,642 萬 | 1.99% | −240−0.2% | 減碼 |
| Tower Bridge Advisors | 130,532 | $2,640 萬 | 2.93% | −3,517−2.6% | 減碼 |
| Narwhal Capital Management | 130,378 | $2,637 萬 | 2.49% | −7,598−5.5% | 減碼 |
| Absher Wealth Management, LLC | 130,294 | $2,635 萬 | 3.70% | −9,861−7.0% | 減碼 |
| Intech Investment Management LLC | 130,068 | $2,631 萬 | 0.33% | −38,676−22.9% | 減碼 |
| TCG Advisory Services, LLC | 130,019 | $2,630 萬 | 1.27% | +4,857+3.9% | 加碼 |
| TruWealth Advisors, LLC | 129,538 | $2,620 萬 | 1.74% | +1,625+1.3% | 加碼 |
| Bourgeon Capital Management LLC | 128,959 | $2,608 萬 | 5.11% | +274+0.2% | 加碼 |
| Logan Capital Management Inc | 128,907 | $2,607 萬 | 1.12% | −2,668−2.0% | 減碼 |
| Alley Investment Management Company, LLC | 128,355 | $2,596 萬 | 3.55% | −4,285−3.2% | 減碼 |
| Parallel Advisors, LLC | 127,356 | $2,576 萬 | 0.66% | +1,585+1.3% | 加碼 |
| BLB&B Advisors, LLC | 127,249 | $2,574 萬 | 1.41% | −677−0.5% | 減碼 |
| Rempart Asset Management Inc. | 126,714 | $2,563 萬 | 5.05% | −3,759−2.9% | 減碼 |
| Resources Management Corp | 126,531 | $2,559 萬 | 3.72% | −1,805−1.4% | 減碼 |
| Foster Dykema Cabot & Partners, LLC | 126,159 | $2,552 萬 | 2.28% | +259+0.2% | 加碼 |
| Greenleaf Trust | 125,730 | $2,543 萬 | 0.24% | +580+0.5% | 加碼 |
| Nemes Rush Group LLC | 125,400 | $2,536 萬 | 3.48% | +1,113+0.9% | 加碼 |
| Noesis Capital Mangement Corp | 125,235 | $2,533 萬 | 5.62% | +169+0.1% | 加碼 |
| Callahan Advisors, LLC | 125,102 | $2,530 萬 | 2.63% | −8,843−6.6% | 減碼 |
| RiverFront Investment Group, LLC | 124,513 | $2,518 萬 | 0.67% | +63,571+104.3% | 加碼 |
| Shufro Rose & Co LLC | 124,304 | $2,514 萬 | 2.05% | −469−0.4% | 減碼 |
| Lockheed Martin Investment Management Co | 124,190 | $2,512 萬 | 1.45% | +85,450+220.6% | 加碼 |
| Vestor Capital, LLC | 124,086 | $2,510 萬 | 2.02% | −25,199−16.9% | 減碼 |
| Dnca Finance | 124,016 | $2,508 萬 | 2.15% | +124,016 | 新進 |
| Gladstone Institutional Advisory LLC | 124,005 | $2,508 萬 | 1.31% | +7,982+6.9% | 加碼 |
| Savant Capital, LLC | 123,445 | $2,497 萬 | 0.25% | +1,248+1.0% | 加碼 |
| KMG Fiduciary Partners, LLC | 123,393 | $2,496 萬 | 2.45% | +400.0% | 加碼 |
| Park Avenue Securities LLC | 123,329 | $2,495 萬 | 0.30% | +1,173+1.0% | 加碼 |
| HBK Sorce Advisory LLC | 123,312 | $2,494 萬 | 0.87% | −2,394−1.9% | 減碼 |
| First Long Island Investors, LLC | 123,189 | $2,492 萬 | 2.11% | −2,784−2.2% | 減碼 |
| Railway Pension Investments Ltd | 122,600 | $2,480 萬 | 0.30% | +2,100+1.7% | 加碼 |
| Easterly Investment Partners LLC | 121,622 | $2,460 萬 | 2.16% | −7,677−5.9% | 減碼 |
| Harvest Portfolios Group Inc. | 121,575 | $2,459 萬 | 0.94% | −12,216−9.1% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 121,484 | $2,457 萬 | 2.01% | +3,600+3.1% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 121,288 | $2,453 萬 | 1.00% | +6,602+5.8% | 加碼 |
| ARS Wealth Advisors Group, LLC | 121,227 | $2,452 萬 | 3.18% | −1,209−1.0% | 減碼 |
| Culbertson A N & Co Inc | 120,968 | $2,447 萬 | 4.27% | −2,019−1.6% | 減碼 |
| First American Bank | 120,931 | $2,446 萬 | 1.83% | −120−0.1% | 減碼 |
| Apollon Wealth Management, LLC | 120,547 | $2,438 萬 | 0.74% | −1,905−1.6% | 減碼 |
| Rakuten Investment Management, Inc. | 122,276 | $2,435 萬 | 0.16% | +44,536+57.3% | 加碼 |
| Old National Bancorp | 120,072 | $2,429 萬 | 0.57% | −16,323−12.0% | 減碼 |