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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 5,158 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。

其他股別AMJBVYLDJPM.PCJPM.PDJPM.PJJPM.PKJPM.PLJPM.PM

2023 年第 1 季與 2022 年第 4 季比較

持有 JPMorgan Chase & Co 的機構從 2022 年第 4 季到 2023 年第 1 季的變化。

2023 年第 1 季全部持有人2022 年第 4 季全部持有人

JPM 的 13F 持有人:2022 年第 4 季與 2023 年第 1 季比較
項目2022 年第 4 季其中尚未申報 2023 年第 1 季2023 年第 1 季變化
持有家數3,628713,612+55
股數20.8 億597.8 萬21.0 億+3,161 萬 (+1.5%)
市值$2,783 億$7.85 億$2,663 億−$111.7 億 (−4.0%)

71 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 季:沒申報不算清倉,所以變化不計入它們。

新進機構(191 家)

2023 年第 1 季季末持有 JPMorgan Chase & Co、2022 年第 4 季季末沒有持有的機構。

依市值列出前 100 家,共 191 家。

2023 年第 1 季新進 JPM 的機構
機構股數市值佔組合 %
Empower Advisory Group, LLC1,086,791$1.41 億0.64%
Quintet Private Bank (Europe) S.A.577,250$7,522 萬4.47%
Qube Research & Technologies Ltd451,264$5,880 萬0.34%
Samlyn Capital, LLC440,288$5,737 萬1.05%
ABN AMRO Bank N.V.355,552$4,641 萬1.04%
AMF Pensionsforsakring AB349,613$4,556 萬0.47%
Trexquant Investment LP318,342$4,148 萬1.14%
Voloridge Investment Management, LLC305,869$3,986 萬0.20%
Clear Street LLC300,000$3,909 萬6.22%
IMC-Chicago, LLC283,392$3,693 萬6.25%
Gillson Capital LP188,643$2,458 萬2.04%
Group One Trading, L.P.188,399$2,455 萬1.17%
Abn Amro Investment Solutions185,447$2,417 萬0.50%
ExodusPoint Capital Management, LP152,008$1,981 萬0.23%
683 Capital Management, LLC147,000$1,916 萬1.71%
Empyrean Capital Partners, LP128,000$1,668 萬0.68%
MYDA Advisors LLC126,500$1,648 萬6.94%
Canandaigua National Bank & Trust Co113,011$1,473 萬2.48%
Segantii Capital Management Ltd100,000$1,303 萬0.57%
Armistice Capital, LLC84,000$1,095 萬0.25%
Goldentree Asset Management LP76,865$1,002 萬0.94%
Balyasny Asset Management LLC75,087$978.5 萬0.03%
Point72 Asset Management, L.P.74,974$977.0 萬0.03%
Vinva Investment Management Ltd75,647$974.0 萬0.82%
Discovery Capital Management, LLC65,200$849.6 萬1.15%
Caas Capital Management LP62,909$819.8 萬2.65%
Evexia Wealth LLC54,140$738.9 萬3.98%
FORA Capital, LLC52,725$687.1 萬0.69%
Brown Shipley& Co Ltd46,885$611.0 萬3.94%
Empire Financial Management Company, LLC41,553$541.5 萬2.21%
Ostrum Asset Management40,124$522.9 萬0.46%
Buck Wealth Strategies, LLC39,614$516.2 萬2.52%
Claar Advisors LLC38,800$505.6 萬2.05%
Allen Capital Group, LLC37,626$490.3 萬0.93%
Boothbay Fund Management, LLC33,878$441.5 萬0.13%
Centre Asset Management, LLC32,951$429.4 萬1.04%
Palmer Knight Co32,111$418.4 萬2.66%
Nilsine Partners, LLC30,648$399.4 萬0.63%
Tradewinds, LLC.30,561$398.2 萬2.41%
NWF Advisory Services Inc.26,721$388.6 萬0.90%
Dynamic Technology Lab Private Ltd29,823$388.6 萬0.36%
Atomi Financial Group, Inc.28,836$375.8 萬2.10%
Beta Wealth Group, Inc.27,355$356.5 萬2.04%
HRT Financial LP27,140$353.6 萬0.04%
Nicholas Investment Partners, LP25,723$335.2 萬0.25%
Golden State Equity Partners25,220$328.6 萬1.78%
Sweeney & Michel, LLC22,924$319.4 萬1.70%
Cornerstone Wealth Management, LLC21,784$283.9 萬0.28%
Beck Capital Management, LLC20,776$270.7 萬1.15%
Titleist Asset Management, LLC20,244$263.8 萬0.56%
Maltese Capital Management LLC20,000$260.6 萬0.98%
Cobalt Capital Management, Inc.19,638$255.9 萬0.93%
Chesapeake Asset Management LLC19,533$254.5 萬2.33%
Perpetual Ltd19,471$253.7 萬0.02%
Pine Valley Investments Ltd Liability Co24,769$249.1 萬0.38%
Gsa Capital Partners LLP18,790$244.9 萬0.24%
PFG Investments, LLC18,279$238.2 萬0.49%
Aquatic Capital Management LLC17,700$230.6 萬0.14%
MUFG Securities EMEA plc16,544$215.6 萬0.04%
Goldstone Financial Group, LLC16,526$215.4 萬0.71%
Imprint Wealth LLC15,949$212.7 萬1.40%
Bontempo Ohly Capital Mgmt LLC16,115$210.0 萬1.04%
Icon Wealth Partners, LLC15,188$197.9 萬0.22%
Resolute Wealth Strategies, LLC15,154$197.5 萬1.68%
Verdad Advisers, LP14,967$195.0 萬3.93%
Banco BTG Pactual S.A.14,200$190.4 萬0.88%
FengHe Fund Management Pte. Ltd.14,600$190.3 萬0.43%
Foresight Global Investors, Inc.14,132$184.2 萬1.32%
Pinnacle West Asset Management, Inc.14,000$182.4 萬1.91%
Edgestream Partners, L.P.13,688$178.4 萬0.20%
WBH Advisory Inc13,615$177.4 萬0.22%
Waratah Capital Advisors Ltd.12,737$166.0 萬0.08%
Shay Capital LLC12,100$157.7 萬0.65%
Two Sigma Investments, LP12,000$156.4 萬0.00%
Central Asset Investments & Management Holdings (HK) Ltd12,000$156.4 萬1.66%
Taika Capital, LP11,800$153.8 萬0.73%
Consolidated Portfolio Review Corp11,284$147.0 萬0.40%
Private Capital Management, LLC11,137$145.1 萬0.17%
Channel Wealth LLC11,066$144.2 萬0.93%
Fox Run Management, L.L.C.10,826$141.1 萬0.46%
Fifth Third Wealth Advisors LLC10,544$137.4 萬2.54%
Waterloo Capital, L.P.10,531$137.2 萬0.42%
ORG Partners LLC10,429$135.7 萬0.33%
Kamunting Street Capital Management, L.P.10,000$130.3 萬1.93%
Intrepid Family Office LLC10,000$130.3 萬2.86%
Fidelity D & D Bancorp Inc6,290$126.0 萬0.95%
Kula Investments, LLC9,381$122.2 萬0.30%
Sentinus, LLC8,963$116.8 萬0.39%
BFT Financial Group, LLC8,878$115.7 萬0.17%
Johnson & White Wealth Management, LLC8,868$115.6 萬1.03%
Granite Bay Wealth Management, LLC8,752$114.0 萬0.80%
Solidarilty Wealth, LLC8,589$111.9 萬0.51%
TKG Advisors, LLC8,543$111.3 萬0.69%
Virtu Financial LLC8,062$105.0 萬0.11%
Legacy Capital Group California, Inc.8,046$104.8 萬0.51%
Gallagher Fiduciary Advisors, LLC7,333$95.6 萬0.08%
Qsemble Capital Management, LP7,200$93.8 萬0.63%
XY Capital Ltd7,200$93.8 萬0.79%
Liberty Wealth Management LLC7,191$93.0 萬0.19%
XR Securities LLC7,085$92.3 萬1.31%

清倉機構(136 家)

2022 年第 4 季季末持有 JPMorgan Chase & Co、2023 年第 1 季有申報但已經沒有持有的機構。

依市值列出前 100 家,共 136 家。

2023 年第 1 季清倉 JPM 的機構
機構2022 年第 4 季股數2022 年第 4 季市值
HoldCo Asset Management, L.P.1,398,078$1.87 億
Fiduciary Management Inc1,302,390$1.75 億
Bridgewater Associates, LP692,356$9,284 萬
Marsico Capital Management LLC462,993$6,209 萬
Brinker Capital Investments, LLC197,179$2,644 萬
Nicola Wealth Management Ltd.108,200$1,451 萬
Stevens Capital Management LP99,667$1,337 萬
Private Advisory Group LLC68,107$913.3 萬
Parallax Volatility Advisers, L.P.64,906$870.4 萬
International Assets Investment Management, LLC1,218,187$845.8 萬
Power Corp of Canada58,785$788.3 萬
Quantitative Investment Management, LLC52,675$706.3 萬
Windward Capital Management Co52,524$704.3 萬
Orion Portfolio Solutions, LLC51,160$686.1 萬
Wintrust Investments LLC49,137$658.9 萬
LMR Partners LLP46,978$630.0 萬
Highlander Partners, L.P.45,400$608.8 萬
Chiron Investment Management, LLC43,769$586.9 萬
Wilson Asset Management (International) Pty Ltd41,597$557.8 萬
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group41,320$554.1 萬
Capstone Investment Advisors, LLC29,868$400.5 萬
Wisconsin Capital Management LLC26,469$354.9 萬
Pariax, LLC26,078$349.7 萬
Liontrust Investment Partners LLP25,000$335.3 萬
George Kaiser Family Foundation21,657$290.4 萬
Stableford Capital II LLC19,595$269.2 萬
Point72 Europe (London) LLP19,600$262.8 萬
Terra Nova Asset Management LLC19,440$260.7 萬
Econ Financial Services Corp18,717$251.0 萬
Guild Investment Management, Inc.16,875$226.3 萬
CenterBook Partners LP16,791$225.2 萬
MRP Capital Investments, LLC16,662$223.4 萬
Hirtle Callaghan & Co LLC16,276$218.3 萬
Blue Investment Partners LLC13,071$175.3 萬
Mizuho Markets Cayman LP11,190$150.1 萬
Paloma Partners Management Co10,471$140.4 萬
Mirabella Financial Services LLP9,700$130.1 萬
XTX Topco Ltd7,957$106.7 萬
Threadgill Financial, LLC7,361$98.7 萬
Boston Common Asset Management, LLC7,257$97.3 萬
Prelude Capital Management, LLC7,058$94.6 萬
Rpo LLC6,520$87.4 萬
TrimTabs Asset Management, LLC6,065$81.3 萬
Premier Asset Management LLC5,844$78.4 萬
Arabesque Asset Management Ltd5,833$78.2 萬
Norris Financial Group, LLC5,791$77.7 萬
New England Research & Management, Inc.5,098$68.4 萬
San Luis Wealth Advisors LLC5,084$68.2 萬
Spouting Rock Asset Management, LLC4,588$61.5 萬
Center For Asset Management LLC4,437$59.5 萬
RWM Asset Management, LLC4,416$59.2 萬
O'Neil Global Advisors, Inc.4,313$57.8 萬
Axq Capital, LP4,000$53.6 萬
Redwood Investment Management, LLC3,778$50.7 萬
Vertex Planning Partners, LLC3,479$46.7 萬
HITE Hedge Asset Management LLC3,392$45.5 萬
National Wealth Management Group, LLC3,353$45.0 萬
Inceptionr LLC3,281$44.0 萬
Mason Investment Advisory Services, Inc.3,180$42.6 萬
Delap Wealth Advisory, LLC3,169$42.5 萬
Riverwater Partners LLC3,147$42.2 萬
Smallwood Wealth Investment Management, LLC3,094$41.5 萬
Jump Financial, LLC3,045$40.8 萬
Pearl River Capital, LLC3,020$40.5 萬
Capital Counsel LLC2,714$36.4 萬
Windsor Advisory Group, LLC2,702$36.2 萬
Intrepid Capital Management Inc2,603$34.9 萬
Enzi Wealth2,427$33.6 萬
Heritage Wealth Partners, LLC2,480$33.5 萬
Clarity Financial LLC2,474$33.2 萬
Northstar Advisory Group, LLC2,472$33.1 萬
Fiducient Advisors LLC2,310$31.0 萬
Claris Advisors, LLC2,254$30.2 萬
Capstone Wealth Management Group, LLC2,198$29.5 萬
Redmont Wealth Advisors LLC2,169$29.1 萬
RVW Wealth, LLC2,145$28.8 萬
Carroll Investors, Inc2,158$28.8 萬
CCG Wealth Management, LLC2,083$27.9 萬
ESG Planning2,082$27.9 萬
Fluent Financial, LLC2,076$27.8 萬
Blue Zone Wealth Advisors, LLC1,981$26.6 萬
Wick Capital Partners, LLC1,950$26.1 萬
Hilltop Wealth Advisors, LLC1,936$26.0 萬
AMJ Financial Wealth Management1,887$25.3 萬
Hall Private Wealth Advisors1,813$24.3 萬
AJ Advisors, LLC1,776$23.8 萬
Ergoteles LLC1,752$23.5 萬
MGO Private Wealth, LLC1,694$22.7 萬
D.B. Root & Company, LLC1,691$22.7 萬
Clearwater Capital Advisors, LLC1,685$22.6 萬
Jackson Thornton Asset Management, LLC1,619$21.7 萬
Golden Green, Inc.1,615$21.7 萬
Fernwood Investment Management, LLC1,608$21.6 萬
Navellier & Associates Inc1,600$21.5 萬
Family Asset Management, LLC1,585$21.3 萬
Vahanian & Associates Financial Planning Inc.1,583$21.2 萬
American Institute for Advanced Investment Management, LLP1,578$21.2 萬
SMH Capital Advisors Inc1,572$21.1 萬
Old North State Wealth Management, LLC1,543$20.7 萬
KFG Wealth Management, LLC1,538$20.6 萬

尚未申報 2023 年第 1 季的機構(71 家)

2022 年第 4 季季末持有 JPMorgan Chase & Co、還沒有申報 2023 年第 1 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2022 年第 4 季持有 JPM、尚未申報 2023 年第 1 季的機構
機構2022 年第 4 季股數2022 年第 4 季市值
Rothschild & Co Asset Management US Inc.1,301,150$1.74 億
Personal Capital Advisors Corp1,071,509$1.44 億
Gofen & Glossberg LLC761,830$1.02 億
Comerica Bank710,532$1.00 億
Abeille Asset Management SA367,362$5,496 萬
Bank of the West134,457$1,803 萬
Allstate Investment Management Co124,964$1,676 萬
Financial Partners Capital Management LLC120,133$1,611 萬
Canandaigua National Corp111,860$1,500 萬
Regent Investment Management LLC90,766$1,217 萬
Boenning & Scattergood, Inc.73,372$1,000 萬
St Germain D J Co Inc260,594$756.9 萬
Autus Asset Management, LLC55,622$745.9 萬
Semmax Financial Advisors Inc.50,725$719.3 萬
Sargent Bickham Lagudis LLC49,630$665.5 萬
Gamble Jones Investment Counsel46,291$620.8 萬
Laurel Wealth Advisors, Inc.41,728$553.2 萬
Trustcore Financial Services, LLC39,913$535.2 萬
Burleson & Company, LLC38,496$516.2 萬
ARGI Investment Services, LLC37,370$501.1 萬
Pendal Group Limited29,065$389.8 萬
Fairhaven Wealth Management, LLC28,436$381.3 萬
YorkBridge Wealth Partners, LLC28,040$376.0 萬
Seeyond27,568$369.7 萬
Mathes Company, Inc.25,073$336.2 萬
WC Walker & Associates, Inc.22,003$304.9 萬
Zeke Capital Advisors, LLC21,103$283.0 萬
Titleist Asset Management, Ltd.20,094$269.5 萬
Hotaling Investment Management, LLC19,887$266.7 萬
Keystone Financial Group18,050$242.1 萬
Moser Wealth Advisors, LLC17,889$239.9 萬
Gibson Wealth Advisors LLC18,724$237.8 萬
Game Plan Financial Advisors, LLC16,024$214.9 萬
Paradigm Capital Management, LLC15,549$208.5 萬
Icon Wealth Advisors, LLC15,318$205.4 萬
CoreCap Advisors, LLC14,685$196.9 萬
Perpetual Investment Management Ltd13,321$178.6 萬
Delphi Management Inc10,145$136.0 萬
Ascension Asset Management LLC8,854$118.7 萬
CFO4Life, L.P.8,460$113.4 萬
Apella Capital, LLC7,925$106.3 萬
Gallagher Benefit Services, Inc.7,603$102.0 萬
F3Logic, LLC7,603$102.0 萬
First Citizens Financial Corp7,147$95.8 萬
Probity Advisors, Inc.6,913$92.7 萬
Security National Bank of So Dak5,933$79.6 萬
SBK Financial, Inc.5,747$77.1 萬
Willner & Heller, LLC5,031$67.5 萬
Momentum Advisors, LLC4,919$66.0 萬
Selective Wealth Management, Inc.4,763$64.3 萬
Lehman & Derafelo Financial Resources LLC4,763$63.9 萬
Tyler-Stone Wealth Management4,444$59.6 萬
Aevitas Wealth Management, Inc.3,448$46.2 萬
Glass Jacobson Investment Advisors llc3,315$44.5 萬
Sanford Advisory Services, LLC3,176$42.6 萬
Resolute Financial, LLC3,022$40.5 萬
S.C. Financial Services, Inc.2,955$39.6 萬
Marotta Asset Management2,422$32.5 萬
Align Wealth Management, LLC3,090$32.3 萬
Bickling Financial Services, Inc.2,379$31.9 萬
Security National Bank of Sioux City Iowa2,373$31.8 萬
Ipsen Advisor Group LLC2,237$30.0 萬
Financial Advisors Network, Inc.2,233$29.9 萬
Heritage Wealth Management, LLC2,104$28.2 萬
Cribstone Capital Management, LLC1,983$26.6 萬
Spartan Planning & Wealth Management1,758$23.6 萬
Cornerstone Planning Group LLC1,102$14.9 萬
Capital Directions Investment Advisors, LLC327$4.39 萬
Boulder Wealth Advisors, LLC320$4.30 萬
Red Cedar Capital, LLC100$1.30 萬
Sanctuary Wealth Management, L.L.C.20$2,682