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 −576.9 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 | 5,103 | $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 |
|---|---|---|---|---|---|
| Rossmore Private Capital | 92,965 | $1,880 萬 | 2.47% | −263−0.3% | 減碼 |
| New Republic Capital, LLC | 92,846 | $1,878 萬 | 9.43% | +73,871+389.3% | 加碼 |
| TD Private Client Wealth LLC | 92,708 | $1,875 萬 | 0.59% | −1,267−1.3% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 92,623 | $1,873 萬 | 1.27% | −2,782−2.9% | 減碼 |
| GHP Investment Advisors, Inc. | 92,552 | $1,872 萬 | 0.94% | +941+1.0% | 加碼 |
| Westchester Capital Management, Inc. | 92,490 | $1,871 萬 | 4.72% | −1,214−1.3% | 減碼 |
| JGP Wealth Management, LLC | 92,301 | $1,867 萬 | 2.66% | −650−0.7% | 減碼 |
| Beese Fulmer Investment Management, Inc. | 92,135 | $1,864 萬 | 1.70% | +1,235+1.4% | 加碼 |
| Courier Capital LLC | 92,117 | $1,863 萬 | 1.48% | −954−1.0% | 減碼 |
| Brookstone Capital Management | 85,648 | $1,857 萬 | 0.31% | +2,759+3.3% | 加碼 |
| Grimes & Company, Inc. | 91,825 | $1,857 萬 | 0.56% | −531−0.6% | 減碼 |
| Procyon Private Wealth Partners, LLC | 91,393 | $1,849 萬 | 1.37% | −1,108−1.2% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 91,388 | $1,848 萬 | 0.48% | −348−0.4% | 減碼 |
| Peak Asset Management, LLC | 91,364 | $1,848 萬 | 3.62% | −1,012−1.1% | 減碼 |
| MainStreet Investment Advisors LLC | 91,215 | $1,845 萬 | 2.26% | −3,996−4.2% | 減碼 |
| Ledyard National Bank | 91,158 | $1,844 萬 | 1.79% | −2,995−3.2% | 減碼 |
| Oak Harvest Investment Services | 91,116 | $1,843 萬 | 2.91% | +3,067+3.5% | 加碼 |
| Sand Hill Global Advisors, LLC | 91,048 | $1,842 萬 | 0.84% | +3,105+3.5% | 加碼 |
| Terry L. Blaker | 90,918 | $1,839 萬 | 0.74% | +29,776+48.7% | 加碼 |
| Edge Wealth Management LLC | 90,798 | $1,836 萬 | 3.87% | −2,015−2.2% | 減碼 |
| CCM Investment Advisers LLC | 90,413 | $1,829 萬 | 2.15% | −306−0.3% | 減碼 |
| Biondo Investment Advisors, LLC | 90,223 | $1,825 萬 | 2.70% | +690+0.8% | 加碼 |
| Osher Van de Voorde Investment Management | 90,167 | $1,824 萬 | 4.21% | +420+0.5% | 加碼 |
| Assenagon Asset Management S.A. | 90,144 | $1,823 萬 | 0.05% | −1,944−2.1% | 減碼 |
| Ashburton (Jersey) Ltd | 88,732 | $1,823 萬 | 7.70% | +88,732 | 新進 |
| Cincinnati Financial Corp | 90,000 | $1,820 萬 | 0.39% | 00.0% | 不變 |
| Verdence Capital Advisors LLC | 89,941 | $1,819 萬 | 1.62% | +205+0.2% | 加碼 |
| Chicago Partners Investment Group LLC | 84,505 | $1,818 萬 | 0.70% | +4,677+5.9% | 加碼 |
| Shelton Capital Management | 89,434 | $1,809 萬 | 0.49% | −5,544−5.8% | 減碼 |
| Baxter Bros Inc | 89,388 | $1,808 萬 | 2.37% | −4,044−4.3% | 減碼 |
| Sumitomo Mitsui Financial Group, Inc. | 89,386 | $1,808 萬 | 0.56% | +6,636+8.0% | 加碼 |
| Rice Partnership, LLC | 89,100 | $1,802 萬 | 3.92% | +3,607+4.2% | 加碼 |
| We Are One Seven, LLC | 88,997 | $1,800 萬 | 0.85% | +171+0.2% | 加碼 |
| Cullinan Associates Inc | 88,943 | $1,799 萬 | 1.02% | +280.0% | 加碼 |
| Edmond de Rothschild Holding S.A. | 88,511 | $1,790 萬 | 0.30% | −5,177−5.5% | 減碼 |
| Grand Jean Capital Management Inc | 88,459 | $1,789 萬 | 4.46% | +95+0.1% | 加碼 |
| Lyell Wealth Management, LP | 88,389 | $1,788 萬 | 1.71% | +2,008+2.3% | 加碼 |
| Veriti Management LLC | 88,332 | $1,787 萬 | 1.10% | +10,720+13.8% | 加碼 |
| First Financial Bank - Trust Division | 88,200 | $1,784 萬 | 1.76% | −3,127−3.4% | 減碼 |
| Phoenix Holdings Ltd. | 87,917 | $1,773 萬 | 0.27% | −146,684−62.5% | 減碼 |
| Temasek Holdings (Private) Ltd | 87,431 | $1,768 萬 | 0.08% | +87,431 | 新進 |
| Harbour Trust & Investment Management Co | 87,216 | $1,764 萬 | 2.10% | −1,696−1.9% | 減碼 |
| Bleakley Financial Group, LLC | 87,176 | $1,763 萬 | 0.51% | +113+0.1% | 加碼 |
| Charter Trust Co | 87,144 | $1,763 萬 | 1.17% | −1,609−1.8% | 減碼 |
| Core Alternative Capital | 87,135 | $1,762 萬 | 3.52% | −11,624−11.8% | 減碼 |
| Montag A & Associates Inc | 87,004 | $1,760 萬 | 0.89% | +813+0.9% | 加碼 |
| Middleton & Co Inc | 86,787 | $1,755 萬 | 2.04% | −3,147−3.5% | 減碼 |
| Banque Cantonale Vaudoise | 86,527 | $1,750 萬 | 0.70% | −15,979−15.6% | 減碼 |
| Concurrent Investment Advisors, LLC | 86,254 | $1,745 萬 | 0.58% | +22,555+35.4% | 加碼 |
| Qube Research & Technologies Ltd | 86,230 | $1,744 萬 | 0.03% | +20,389+31.0% | 加碼 |
| Baldwin Brothers Inc | 85,757 | $1,735 萬 | 1.35% | −7,877−8.4% | 減碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 85,737 | $1,734 萬 | 3.10% | +1,221+1.4% | 加碼 |
| Bright Rock Capital Management, LLC | 85,000 | $1,719 萬 | 3.62% | 00.0% | 不變 |
| Novare Capital Management LLC | 84,923 | $1,718 萬 | 1.54% | −3,870−4.4% | 減碼 |
| Torray LLC | 84,576 | $1,711 萬 | 2.56% | −7,971−8.6% | 減碼 |
| Woodmont Investment Counsel LLC | 84,538 | $1,710 萬 | 1.40% | +1,813+2.2% | 加碼 |
| Azora Capital LP | 84,210 | $1,703 萬 | 0.97% | +27,917+49.6% | 加碼 |
| Aviance Capital Partners, LLC | 84,114 | $1,701 萬 | 2.42% | +949+1.1% | 加碼 |
| Nixon Peabody Trust Co | 83,956 | $1,698 萬 | 1.51% | −2,780−3.2% | 減碼 |
| Brevan Howard Capital Management LP | 83,745 | $1,694 萬 | 1.11% | +71,019+558.1% | 加碼 |
| BTC Capital Management, Inc. | 83,574 | $1,690 萬 | 1.57% | −18,674−18.3% | 減碼 |
| Hoylecohen, LLC | 83,307 | $1,685 萬 | 1.27% | −1,663−2.0% | 減碼 |
| Farmers Trust Co | 82,988 | $1,679 萬 | 3.41% | −1,112−1.3% | 減碼 |
| Transcend Wealth Collective, LLC | 82,859 | $1,676 萬 | 1.22% | +2,796+3.5% | 加碼 |
| Tufton Capital Management | 82,678 | $1,672 萬 | 3.25% | −743−0.9% | 減碼 |
| Means Investment Co., Inc. | 82,645 | $1,672 萬 | 2.00% | +299+0.4% | 加碼 |
| M Holdings Securities, Inc. | 82,558 | $1,669 萬 | 2.16% | +56,992+222.9% | 加碼 |
| Palisade Asset Management, LLC | 82,509 | $1,669 萬 | 1.73% | −778−0.9% | 減碼 |
| Coldstream Capital Management Inc | 82,238 | $1,663 萬 | 0.41% | −3,524−4.1% | 減碼 |
| Alpine Woods Capital Investors, LLC | 82,086 | $1,660 萬 | 2.56% | +3,547+4.5% | 加碼 |
| Merit Financial Group, LLC | 82,066 | $1,660 萬 | 0.37% | +5,995+7.9% | 加碼 |
| Verde Servicos Internacionais S.A. | 81,574 | $1,650 萬 | 7.61% | −9,737−10.7% | 減碼 |
| Ballentine Partners, LLC | 81,485 | $1,648 萬 | 0.30% | +1,097+1.4% | 加碼 |
| Barlow Wealth Partners, Inc. | 78,847 | $1,645 萬 | 2.28% | +436+0.6% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 81,281 | $1,644 萬 | 0.62% | −60,823−42.8% | 減碼 |
| Forum Financial Management, LP | 81,211 | $1,643 萬 | 0.30% | −2,801−3.3% | 減碼 |
| James Investment Research Inc | 80,988 | $1,638 萬 | 1.95% | −410−0.5% | 減碼 |
| Greenwood Gearhart Inc | 80,963 | $1,638 萬 | 1.54% | −554−0.7% | 減碼 |
| Northwest & Ethical Investments L.P. | 80,949 | $1,637 萬 | 0.47% | −453−0.6% | 減碼 |
| FourThought Financial Partners, LLC | 80,697 | $1,632 萬 | 2.10% | −226−0.3% | 減碼 |
| Picton Mahoney Asset Management | 80,502 | $1,628 萬 | 0.69% | −8,273−9.3% | 減碼 |
| Cape Cod Five Cents Savings Bank | 80,399 | $1,626 萬 | 1.57% | −4,296−5.1% | 減碼 |
| NewSquare Capital LLC | 81,000 | $1,624 萬 | 1.40% | +4,757+6.2% | 加碼 |
| Willis Investment Counsel | 80,180 | $1,622 萬 | 1.12% | 00.0% | 不變 |
| Pictet North America Advisors SA | 80,125 | $1,621 萬 | 1.76% | +3,142+4.1% | 加碼 |
| United Asset Strategies, Inc. | 80,097 | $1,620 萬 | 1.60% | −14,399−15.2% | 減碼 |
| General American Investors Co Inc | 80,000 | $1,618 萬 | 1.15% | 00.0% | 不變 |
| Archon Partners LLC | 80,000 | $1,618 萬 | 2.08% | 00.0% | 不變 |
| German American Bancorp, Inc. | 79,883 | $1,616 萬 | 1.86% | +1,519+1.9% | 加碼 |
| Whitener Capital Management, Inc. | 79,792 | $1,614 萬 | 4.89% | +2,288+3.0% | 加碼 |
| Everence Capital Management Inc | 83,705 | $1,605 萬 | 1.11% | 00.0% | 不變 |
| WoodTrust Financial Corp | 79,039 | $1,599 萬 | 2.49% | +54+0.1% | 加碼 |
| Advisors Asset Management, Inc. | 78,598 | $1,590 萬 | 0.31% | −1,347−1.7% | 減碼 |
| King Wealth | 78,584 | $1,589 萬 | 2.65% | +143+0.2% | 加碼 |
| Sowell Financial Services LLC | 78,312 | $1,584 萬 | 0.76% | −4,944−5.9% | 減碼 |
| Hamilton Capital Partners Inc. | 78,156 | $1,581 萬 | 1.69% | +7,203+10.2% | 加碼 |
| Community Bank, N.A. | 78,108 | $1,580 萬 | 2.08% | −740−0.9% | 減碼 |
| Tompkins Financial Corp | 77,802 | $1,574 萬 | 1.65% | −1,259−1.6% | 減碼 |
| Burns J W & Co Inc | 77,314 | $1,564 萬 | 2.11% | −40.0% | 減碼 |
| Boston Financial Mangement LLC | 76,996 | $1,557 萬 | 0.50% | +2,003+2.7% | 加碼 |