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 |
|---|---|---|---|---|---|
| Perigon Wealth Management, LLC | 120,066 | $2,428 萬 | 0.70% | +420+0.4% | 加碼 |
| ProVise Management Group, LLC | 118,781 | $2,402 萬 | 2.04% | −358−0.3% | 減碼 |
| TAM Capital Management Inc. | 118,476 | $2,396 萬 | 14.38% | +46,719+65.1% | 加碼 |
| Alerus Financial NA | 118,325 | $2,393 萬 | 1.79% | −3,710−3.0% | 減碼 |
| GW&K Investment Management, LLC | 118,279 | $2,392 萬 | 0.22% | +35,822+43.4% | 加碼 |
| Warren Averett Asset Management, LLC | 117,971 | $2,386 萬 | 0.47% | +39,739+50.8% | 加碼 |
| Clear Harbor Asset Management, LLC | 117,386 | $2,374 萬 | 2.07% | −2,370−2.0% | 減碼 |
| Private Capital Management, LLC | 115,936 | $2,345 萬 | 2.78% | −3,596−3.0% | 減碼 |
| CBOE Vest Financial, LLC | 115,604 | $2,338 萬 | 0.56% | +19,424+20.2% | 加碼 |
| Kingsview Wealth Management, LLC | 115,256 | $2,331 萬 | 0.55% | +4,384+4.0% | 加碼 |
| Worldquant Millennium Advisors LLC | 115,147 | $2,329 萬 | 0.21% | +60,522+110.8% | 加碼 |
| Azimuth Capital Investment Management LLC | 115,142 | $2,329 萬 | 0.95% | −3,672−3.1% | 減碼 |
| Adell Harriman & Carpenter Inc | 115,124 | $2,329 萬 | 1.80% | +2,857+2.5% | 加碼 |
| Simplicity Wealth,LLC | 115,067 | $2,327 萬 | 0.53% | +9,236+8.7% | 加碼 |
| Verity & Verity, LLC | 114,925 | $2,324 萬 | 2.53% | +2,072+1.8% | 加碼 |
| Gillespie Robinson & Grimm Inc | 114,883 | $2,324 萬 | 1.87% | −1,085−0.9% | 減碼 |
| South Dakota Investment Council | 114,874 | $2,323 萬 | 0.48% | −7,221−5.9% | 減碼 |
| Courant Investment Management LLC | 114,592 | $2,318 萬 | 21.75% | 00.0% | 不變 |
| Forbes J M & Co LLP | 114,503 | $2,316 萬 | 2.37% | +1,931+1.7% | 加碼 |
| First American Trust, FSB | 113,870 | $2,303 萬 | 2.31% | +5,855+5.4% | 加碼 |
| Martingale Asset Management L P | 113,746 | $2,301 萬 | 0.50% | −3,272−2.8% | 減碼 |
| Drexel Morgan & Co. | 113,589 | $2,297 萬 | 4.92% | 00.0% | 不變 |
| Stillwater Capital Advisors, LLC | 113,483 | $2,295 萬 | 3.20% | −1,678−1.5% | 減碼 |
| Motley Fool Asset Management LLC | 111,491 | $2,291 萬 | 1.52% | +26,392+31.0% | 加碼 |
| Choate Investment Advisors | 111,910 | $2,263 萬 | 0.59% | −4,600−3.9% | 減碼 |
| Norinchukin Bank, The | 111,773 | $2,261 萬 | 0.65% | +1,129+1.0% | 加碼 |
| Rbo & Co LLC | 111,683 | $2,259 萬 | 4.03% | −18,365−14.1% | 減碼 |
| Cantor Fitzgerald Investment Adviser L.P. | 111,419 | $2,254 萬 | 1.74% | −1,692−1.5% | 減碼 |
| DuPont Capital Management Corp | 111,410 | $2,253 萬 | 1.96% | 00.0% | 不變 |
| Baltimore-Washington Financial Advisors, Inc. | 110,917 | $2,243 萬 | 1.30% | +3,411+3.2% | 加碼 |
| J.P. Marvel Investment Advisors, LLC | 110,711 | $2,239 萬 | 3.67% | −380.0% | 減碼 |
| Dearborn Partners LLC | 110,468 | $2,234 萬 | 0.97% | −551−0.5% | 減碼 |
| Linscomb & Williams, Inc. | 110,219 | $2,229 萬 | 1.15% | −332−0.3% | 減碼 |
| No Street GP LP | 110,000 | $2,225 萬 | 1.88% | −90,000−45.0% | 減碼 |
| Mutual Advisors, LLC | 105,485 | $2,224 萬 | 0.67% | +2,063+2.0% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 109,787 | $2,221 萬 | 0.39% | +2,922+2.7% | 加碼 |
| Freestone Capital Holdings, LLC | 109,752 | $2,220 萬 | 0.80% | +2,923+2.7% | 加碼 |
| Sonora Investment Management Group, LLC | 110,539 | $2,214 萬 | 1.73% | 00.0% | 不變 |
| Texas Yale Capital Corp. | 108,826 | $2,201 萬 | 1.05% | −540−0.5% | 減碼 |
| Annex Advisory Services, LLC | 108,802 | $2,201 萬 | 0.78% | +7,359+7.3% | 加碼 |
| Longbow Finance SA | 107,840 | $2,181 萬 | 2.25% | −6,586−5.8% | 減碼 |
| Fred Alger Management, LLC | 107,824 | $2,181 萬 | 0.11% | −9,151−7.8% | 減碼 |
| Washington Trust Bank | 107,768 | $2,180 萬 | 2.16% | −2,106−1.9% | 減碼 |
| Birch Hill Investment Advisors LLC | 107,567 | $2,176 萬 | 1.05% | −1,090−1.0% | 減碼 |
| Colonial Trust Advisors | 107,515 | $2,175 萬 | 2.08% | +687+0.6% | 加碼 |
| Grassi Investment Management | 107,302 | $2,170 萬 | 1.92% | −797−0.7% | 減碼 |
| Smith Group Asset Management, LLC | 106,786 | $2,160 萬 | 1.92% | −48,538−31.2% | 減碼 |
| Pallas Capital Advisors LLC | 102,469 | $2,152 萬 | 0.97% | +2,947+3.0% | 加碼 |
| SS&H Financial Advisors, Inc. | 106,111 | $2,146 萬 | 8.38% | +500+0.5% | 加碼 |
| Motco | 105,967 | $2,143 萬 | 1.27% | −609−0.6% | 減碼 |
| Davy Global Fund Management Ltd | 105,783 | $2,140 萬 | 2.45% | −205−0.2% | 減碼 |
| ArrowMark Colorado Holdings LLC | 105,471 | $2,133 萬 | 0.25% | −14,300−11.9% | 減碼 |
| Webster Bank, N. A. | 105,333 | $2,130 萬 | 2.34% | −1,800−1.7% | 減碼 |
| Fiduciary Alliance LLC | 101,786 | $2,126 萬 | 3.45% | +1,976+2.0% | 加碼 |
| Rothschild Capital Partners, LLC | 104,181 | $2,107 萬 | 6.02% | 00.0% | 不變 |
| Cary Street Partner Investment Advisory LLC | 104,113 | $2,106 萬 | 0.85% | +2,043+2.0% | 加碼 |
| Vinva Investment Management Ltd | 105,488 | $2,101 萬 | 1.08% | +8,784+9.1% | 加碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 103,673 | $2,097 萬 | 2.41% | −2,465−2.3% | 減碼 |
| United Bank | 102,867 | $2,081 萬 | 2.58% | −290.0% | 減碼 |
| Anderson Hoagland & Co | 100,096 | $2,078 萬 | 2.18% | −384−0.4% | 減碼 |
| Kornitzer Capital Management Inc | 102,587 | $2,075 萬 | 0.39% | +9,717+10.5% | 加碼 |
| Vident Advisory, LLC | 102,173 | $2,067 萬 | 0.57% | −22,012−17.7% | 減碼 |
| Empowered Funds, LLC | 102,169 | $2,066 萬 | 0.36% | +11,103+12.2% | 加碼 |
| Balyasny Asset Management LLC | 102,019 | $2,063 萬 | 0.05% | −1,258,636−92.5% | 減碼 |
| Hi-Line Capital Management, LLC | 101,945 | $2,062 萬 | 8.66% | −5,217−4.9% | 減碼 |
| Trust Co of Toledo NA | 101,553 | $2,054 萬 | 2.97% | +6,312+6.6% | 加碼 |
| F/M Investments LLC | 101,350 | $2,051 萬 | 0.74% | +95,729+1,703.1% | 加碼 |
| Cohen Capital Management, Inc. | 101,101 | $2,045 萬 | 3.52% | +13,726+15.7% | 加碼 |
| Guardian Capital Advisors LP | 98,307 | $2,043 萬 | 2.18% | −3,741−3.7% | 減碼 |
| Cullen Investment Group, Ltd. | 100,867 | $2,040 萬 | 3.25% | −1,467−1.4% | 減碼 |
| Brown Brothers Harriman & Co | 100,820 | $2,039 萬 | 0.15% | +6,151+6.5% | 加碼 |
| Wedbush Securities Inc | 100,752 | $2,038 萬 | 0.73% | −1,073−1.1% | 減碼 |
| Congress Asset Management Co | 100,442 | $2,032 萬 | 0.15% | −5,151−4.9% | 減碼 |
| CSM Advisors, LLC | 100,252 | $2,027 萬 | 1.43% | −1,489−1.5% | 減碼 |
| Thoroughbred Financial Services, LLC | 99,539 | $2,013 萬 | 1.35% | +31,470+46.2% | 加碼 |
| Bragg Financial Advisors, Inc | 99,350 | $2,009 萬 | 0.90% | −1,725−1.7% | 減碼 |
| Canandaigua National Bank & Trust Co | 99,338 | $2,009 萬 | 2.18% | −1,389−1.4% | 減碼 |
| Empirical Finance, LLC | 99,123 | $2,005 萬 | 1.25% | −7,244−6.8% | 減碼 |
| Spire Wealth Management | 98,481 | $1,990 萬 | 0.70% | −10,466−9.6% | 減碼 |
| Cidel Asset Management Inc | 98,245 | $1,987 萬 | 1.54% | +71,286+264.4% | 加碼 |
| Cabot Wealth Management Inc | 97,998 | $1,982 萬 | 2.60% | −3,863−3.8% | 減碼 |
| Yarbrough Capital, LLC | 97,875 | $1,980 萬 | 0.82% | 00.0% | 不變 |
| Edge Capital Group, LLC | 97,839 | $1,979 萬 | 0.96% | +1,959+2.0% | 加碼 |
| Trust Co of Virginia | 97,609 | $1,974 萬 | 1.88% | −1,596−1.6% | 減碼 |
| NEOS Investment Management LLC | 97,290 | $1,968 萬 | 0.81% | +24,416+33.5% | 加碼 |
| Tritonpoint Wealth, LLC | 96,630 | $1,954 萬 | 1.88% | −342−0.4% | 減碼 |
| Thompson Siegel & Walmsley LLC | 96,439 | $1,951 萬 | 0.31% | +9,996+11.6% | 加碼 |
| Dynamic Advisor Solutions LLC | 95,764 | $1,937 萬 | 0.61% | +1,741+1.9% | 加碼 |
| Transform Wealth, LLC | 95,652 | $1,935 萬 | 1.45% | +2,225+2.4% | 加碼 |
| Fiduciary Group LLC | 95,399 | $1,930 萬 | 2.07% | −1,370−1.4% | 減碼 |
| Foundations Investment Advisors, LLC | 95,156 | $1,925 萬 | 0.47% | +5,946+6.7% | 加碼 |
| Fort Sheridan Advisors LLC | 94,490 | $1,911 萬 | 3.09% | +9,644+11.4% | 加碼 |
| Beach Investment Counsel Inc | 93,802 | $1,897 萬 | 2.34% | −16,064−14.6% | 減碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 93,750 | $1,896 萬 | 1.94% | −81−0.1% | 減碼 |
| Leavell Investment Management, Inc. | 93,599 | $1,893 萬 | 1.05% | +2,045+2.2% | 加碼 |
| Talbot Financial, LLC | 93,587 | $1,893 萬 | 2.48% | +661+0.7% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 93,354 | $1,888 萬 | 1.31% | +2,565+2.8% | 加碼 |
| Wetherby Asset Management Inc | 93,246 | $1,886 萬 | 0.89% | −1,602−1.7% | 減碼 |
| Cincinnati Casualty Co | 93,000 | $1,881 萬 | 10.30% | 00.0% | 不變 |
| Cincinnati Specialty Underwriters Insurance CO | 93,000 | $1,881 萬 | 5.65% | 00.0% | 不變 |