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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 2 季與 2023 年第 1 季比較

持有 JPMorgan Chase & Co 的機構從 2023 年第 1 季到 2023 年第 2 季的變化。

2023 年第 2 季全部持有人2023 年第 1 季全部持有人

JPM 的 13F 持有人:2023 年第 1 季與 2023 年第 2 季比較
項目2023 年第 1 季其中尚未申報 2023 年第 2 季2023 年第 2 季變化
持有家數3,612303,672+90
股數21.0 億125.3 萬20.5 億−5,249 萬 (−2.5%)
市值$2,663 億$1.60 億$2,976 億+$314.3 億 (+11.8%)

30 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 季:沒申報不算清倉,所以變化不計入它們。

新進機構(186 家)

2023 年第 2 季季末持有 JPMorgan Chase & Co、2023 年第 1 季季末沒有持有的機構。

依市值列出前 100 家,共 186 家。

2023 年第 2 季新進 JPM 的機構
機構股數市值佔組合 %
UniSuper Management Pty Ltd716,625$1.04 億1.18%
iA Global Asset Management Inc.381,686$5,551 萬1.47%
Brinker Capital Investments, LLC259,918$3,780 萬0.40%
Orion Portfolio Solutions, LLC259,918$3,780 萬0.40%
St Germain D J Co Inc208,626$3,034 萬1.60%
Nemes Rush Group LLC120,358$1,750 萬3.09%
EA Series Trust94,844$1,379 萬0.48%
Ashburton (Jersey) Ltd93,912$1,366 萬6.65%
Verde Servicos Internacionais S.A.88,563$1,288 萬3.21%
Main Street Research LLC83,547$1,215 萬1.94%
Genus Capital Management Inc.69,995$1,018 萬1.50%
Castleark Management LLC51,730$752.4 萬0.34%
Efg Capital International Corp.49,949$726.5 萬1.68%
Wintrust Investments LLC47,686$693.5 萬0.70%
Twinbeech Capital LP47,556$691.7 萬0.14%
Pearl River Capital, LLC44,670$649.7 萬1.05%
Stevens Capital Management LP44,282$644.0 萬1.32%
Hilton Capital Management, LLC42,067$611.8 萬0.73%
Concentric Capital Strategies, LP41,140$598.3 萬1.28%
Capital Markets Trading UK LLP37,759$549.2 萬4.02%
Optimas Capital Ltd35,800$520.7 萬6.02%
Beacon Harbor Wealth Advisors, Inc.30,322$441.0 萬1.44%
Fairhaven Wealth Management, LLC30,303$440.7 萬1.68%
Lombard Odier Asset Management (USA) Corp27,000$392.7 萬0.44%
Legacy CG, LLC25,459$370.3 萬1.81%
Crestline Management, LP25,000$363.6 萬0.40%
Mathes Company, Inc.24,941$362.7 萬1.59%
Slagle Financial, LLC24,314$353.6 萬2.20%
GQG Partners LLC24,140$351.1 萬0.01%
Portside Wealth Group, LLC22,332$324.8 萬0.60%
CoreCap Advisors, LLC22,234$323.4 萬0.23%
Leelyn Smith, LLC22,083$321.2 萬0.78%
Y-Intercept (Hong Kong) Ltd20,639$300.2 萬0.32%
Fortune Financial Advisors, LLC18,692$271.9 萬2.04%
Surience Private Wealth LLC18,423$267.9 萬3.84%
Keystone Financial Group17,575$255.6 萬0.43%
Moser Wealth Advisors, LLC17,479$254.2 萬1.71%
Alaska Permanent Fund Corp16,500$240.0 萬0.05%
Northwest Bank & Trust Co16,258$236.5 萬2.27%
Kingswood Wealth Advisors, LLC16,256$236.4 萬0.75%
Mirabella Financial Services LLP15,800$229.8 萬0.27%
Glaxis Capital Management, LLC15,000$218.2 萬8.28%
Odey Asset Management LLP14,567$211.9 萬0.78%
Tudor Investment Corp Et Al14,082$204.8 萬0.03%
Union Savings Bank12,951$204.6 萬1.22%
Stableford Capital II LLC13,258$203.6 萬0.90%
AustralianSuper Pty Ltd13,898$202.1 萬0.01%
MRP Capital Investments, LLC55,900$200.6 萬1.96%
Exchange Bank13,347$194.1 萬1.88%
BlueCrest Capital Management Ltd12,828$186.6 萬0.24%
Connective Portfolio Management, LLC12,080$177.1 萬4.39%
Invesco, LLC12,162$176.9 萬0.87%
U S Global Investors Inc12,000$174.5 萬0.10%
Eagle Capital Management, LLC11,060$160.9 萬0.90%
Landscape Capital Management, L.L.C.10,324$150.2 萬0.20%
Armstrong, Fleming & Moore, Inc10,195$148.3 萬1.36%
First Citizens Financial Corp10,147$147.6 萬1.00%
NWK Group, Inc.10,053$146.2 萬0.86%
Prelude Capital Management, LLC10,047$146.1 萬0.12%
Cynosure Management, LLC9,485$137.9 萬0.41%
Advanced Portfolio Management, LLC9,336$135.8 萬1.24%
Delphi Management Inc9,166$133.3 萬1.40%
MEMBERS Trust Co8,913$129.6 萬0.04%
Ascension Asset Management LLC8,804$128.0 萬0.78%
Apella Capital, LLC8,247$119.9 萬0.09%
Driehaus Capital Management LLC8,217$119.5 萬0.02%
Lazari Capital Management, Inc.8,145$118.5 萬0.67%
PKO Investment Management Joint-Stock Co7,403$107.7 萬0.13%
Prairie Sky Financial Group LLC7,232$105.2 萬0.71%
Jupiter Wealth Management LLC7,187$104.5 萬0.90%
Ramiah Investment Group7,071$102.8 萬1.00%
Probity Advisors, Inc.6,876$100.0 萬0.22%
Seven Mile Advisory6,496$94.5 萬1.10%
Sendero Wealth Management, LLC5,749$83.6 萬0.18%
Deuterium Capital Management, LLC5,595$81.4 萬1.14%
Mid-American Wealth Advisory Group, Inc.5,481$81.2 萬0.63%
Paragon Advisors, LLC5,543$80.6 萬0.26%
Dechtman Wealth Management, LLC5,456$79.3 萬0.24%
Arcataur Capital Management LLC5,442$79.1 萬0.32%
Security National Bank of So Dak5,166$75.1 萬0.54%
Inceptionr LLC4,654$67.7 萬0.36%
PFW Advisors LLC4,337$67.0 萬0.22%
Axq Capital, LP4,500$65.4 萬0.81%
Tyler-Stone Wealth Management4,500$65.4 萬0.37%
Alphadyne Asset Management LP4,265$62.0 萬1.90%
Verum Partners LLC4,040$58.8 萬0.53%
Corundum Trust Company, INC3,940$57.3 萬1.57%
Selective Wealth Management, Inc.3,835$55.7 萬0.28%
GTS Securities LLC3,812$55.4 萬0.02%
Cassia Capital Partners, LLC3,810$55.4 萬0.44%
Clarity Financial LLC3,714$54.0 萬0.08%
Partners Capital Investment Group, LLP3,707$53.9 萬0.01%
OneAscent Wealth Management LLC3,669$53.4 萬0.25%
National Wealth Management Group, LLC3,397$53.0 萬0.55%
Cherry Tree Wealth Management, LLC3,627$52.8 萬0.15%
Invenio Wealth Partners LLC3,627$52.8 萬0.60%
Plan Group Financial, LLC3,600$52.7 萬0.44%
Vawter Financial, Ltd.1,314$52.6 萬0.45%
Brown Wealth Management, LLC3,496$50.8 萬0.26%
Kingdom Financial Group LLC.3,417$49.7 萬0.49%

清倉機構(96 家)

2023 年第 1 季季末持有 JPMorgan Chase & Co、2023 年第 2 季有申報但已經沒有持有的機構。

2023 年第 2 季清倉 JPM 的機構
機構2023 年第 1 季股數2023 年第 1 季市值
First Republic Investment Management, Inc.3,196,244$4.17 億
CCLA Investment Management Ltd457,639$5,958 萬
Samlyn Capital, LLC440,288$5,737 萬
Capula Management Ltd339,517$4,424 萬
Trexquant Investment LP318,342$4,148 萬
Voloridge Investment Management, LLC305,869$3,986 萬
Clear Street LLC300,000$3,909 萬
IMC-Chicago, LLC283,392$3,693 萬
Miller Value Partners, LLC269,917$3,517 萬
Walleye Trading LLC240,219$3,130 萬
Capital Investment Advisors, LLC200,021$2,606 萬
ING Groep NV167,435$2,182 萬
683 Capital Management, LLC147,000$1,916 萬
MYDA Advisors LLC126,500$1,648 萬
Segantii Capital Management Ltd100,000$1,303 萬
Armistice Capital, LLC84,000$1,095 萬
Goldentree Asset Management LP76,865$1,002 萬
Ycg, LLC75,206$980.0 萬
Point72 Asset Management, L.P.74,974$977.0 萬
Discovery Capital Management, LLC65,200$849.6 萬
Caas Capital Management LP62,909$819.8 萬
Walter Public Investments Inc.53,640$699.0 萬
FORA Capital, LLC52,725$687.1 萬
Gladius Capital Management LP51,551$671.8 萬
CMT Capital Markets Trading GmbH51,000$664.6 萬
Broadleaf Partners, LLC33,665$438.7 萬
Walleye Capital LLC33,462$436.0 萬
Dynamic Technology Lab Private Ltd29,823$388.6 萬
Beta Wealth Group, Inc.27,355$356.5 萬
HRT Financial LP27,140$353.6 萬
Greenfield Savings Bank25,047$326.4 萬
Norway Savings Bank23,063$300.5 萬
Cobalt Capital Management, Inc.19,638$255.9 萬
Compass Financial Advisors LLC18,398$239.7 萬
Quadrature Capital Ltd17,948$233.7 萬
Aquatic Capital Management LLC17,700$230.6 萬
Carmignac Gestion15,000$195.5 萬
Banco BTG Pactual S.A.14,200$190.4 萬
Exos TFP Holdings LLC14,332$186.8 萬
Strategic Investment Advisors13,639$177.7 萬
Central Asset Investments & Management Holdings (HK) Ltd12,000$156.4 萬
Iams Wealth Management, LLC11,104$143.3 萬
Passive Capital Management, LLC.10,377$135.2 萬
Kamunting Street Capital Management, L.P.10,000$130.3 萬
Intrepid Family Office LLC10,000$130.3 萬
1620 Investment Advisors, Inc.9,355$121.9 萬
Ayrshire Capital Management LLC8,568$111.7 萬
Halbert Hargrove Global Advisors, LLC8,321$108.4 萬
Keeley-Teton Advisors, LLC7,998$104.2 萬
Ted Buchan & Co7,302$95.2 萬
Qsemble Capital Management, LP7,200$93.8 萬
XY Capital Ltd7,200$93.8 萬
XR Securities LLC7,085$92.3 萬
Legacy Capital Wealth Partners, LLC6,092$79.4 萬
Bridgefront Capital, LLC5,907$77.0 萬
Westhampton Capital, LLC5,757$75.0 萬
Financial Consulate, Inc5,503$71.7 萬
Black Swift Group, LLC15,000$65.2 萬
Asset Allocation & Management Company, LLC4,327$56.4 萬
All Season Financial Advisors, Inc.4,323$56.3 萬
Epic Trust Investment Advisors, LLC4,253$55.4 萬
PMC FIG Opportunities LLC4,000$52.1 萬
Massachusetts Institute of Technology3,960$51.6 萬
Caliber Wealth Management, LLC3,779$49.2 萬
Marathon Trading Investment Management LLC3,364$43.8 萬
Milestone Investment Advisors LLC3,308$43.1 萬
Cim, LLC3,115$40.6 萬
Greenspring Advisors, LLC3,026$39.4 萬
Par Capital Management Inc3,000$39.1 萬
Renaissance Technologies LLC2,809$36.6 萬
Stonehearth Capital Management, LLC2,609$34.0 萬
West Chester Capital Advisors, Inc2,511$32.7 萬
Point72 Middle East FZE2,401$31.3 萬
Sherbrooke Park Advisers LLC2,400$31.3 萬
Capital Advisory Group Advisory Services, LLC2,247$29.3 萬
Morse Asset Management, Inc2,178$28.4 萬
Fortis Advisors, LLC2,000$26.1 萬
Affinia Financial Group, LLC1,830$25.8 萬
Echo Street Capital Management LLC1,810$23.6 萬
Confluence Investment Management LLC1,798$23.4 萬
Verity Asset Management, Inc.1,778$23.2 萬
Machina Capital S.A.S.931$12.1 萬
Schubert & Co786$10.2 萬
Ayalon Holdings Ltd.563$7.30 萬
Sageworth Trust Co407$5.30 萬
MBM Wealth Consultants, LLC150$2.00 萬
Richelieu Gestion PLC150$2.00 萬
WestEnd Advisors, LLC–$1.52 萬
Kalos Management, Inc.100$1.30 萬
Savior LLC100$1.30 萬
Bellwether Advisors, LLC96$1.26 萬
Cornerstone Management, Inc.70$9,122
Beacon Capital Management, Inc.53$6,906
Carderock Capital Management Inc25$3,258
Elequin Capital LP3$391
One68 Global Capital, LLC400–

尚未申報 2023 年第 2 季的機構(30 家)

2023 年第 1 季季末持有 JPMorgan Chase & Co、還沒有申報 2023 年第 2 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2023 年第 1 季持有 JPM、尚未申報 2023 年第 2 季的機構
機構2023 年第 1 季股數2023 年第 1 季市值
Avalon Investment & Advisory370,219$4,824 萬
Parsec Financial Management, Inc.248,975$3,244 萬
SS&H Financial Advisors, Inc.107,820$1,405 萬
HighTower Trust Services, LTA59,106$790.0 萬
Security Asset Management55,936$728.9 萬
Investment Management of Virginia LLC55,268$720.2 萬
LeJeune Puetz Investment Counsel LLC43,347$564.9 萬
Stillwater Investment Management, LLC38,556$502.4 萬
Andesa Financial Management Inc.62,415$486.0 萬
Pathway Financial Advisers, LLC36,072$470.0 萬
Old Port Advisors28,088$361.0 萬
HNP Capital LLC22,515$293.4 萬
Cerro Pacific Wealth Advisors LLC14,270$186.0 萬
Stonnington Group, LLC13,899$179.3 萬
Coppell Advisory Solutions Corp.13,790$178.0 萬
Altman Advisors, Inc.14,642$156.5 萬
Ahrens Investment Partners LLC10,307$134.3 萬
Fidelity D & D Bancorp Inc6,290$126.0 萬
Kula Investments, LLC9,381$122.2 萬
Aspireon Wealth Advisors7,341$95.7 萬
Householder Group Estate & Retirement Specialist, LLC7,275$94.8 萬
Fullen Financial Group6,195$85.6 萬
Asset Management Corp6,158$80.3 萬
True Capital Management4,912$64.0 萬
Domani Wealth, LLC3,793$49.4 萬
Brainard Capital Management LLC1,899$24.8 萬
Fithian, LLC1,882$24.5 萬
Strata Wealth Advisors, LLC1,648$21.5 萬
Baldrige Asset Management LLC931$12.1 萬
Clear Perspectives Financial Planning, LLC186$2.42 萬