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。
2023 年第 2 季 13F 持有人
JPMorgan Chase & Co 在 2023/6/30 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
- 3,672
- 較 2023 年第 1 季 +90 家
- 持有股數
- 20.5 億
- 較 2023 年第 1 季 −5,248 萬 (−2.5%)
- 總市值
- $2,976 億
- 較 2023 年第 1 季 +$314.3 億 (+11.8%)
- 新進機構
- 186
- 另有 1,625 家加碼
- 清倉機構
- 96
- 另有 1,514 家減碼
另有 30 家機構在 2023 年第 1 季持有、還沒有申報 2023 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 | 5,102 | $5,720 億 |
| 2025 年第 4 季 | 5,154 | $6,395 億 |
| 2025 年第 3 季 | 4,765 | $6,180 億 |
| 2025 年第 2 季 | 4,752 | $5,824 億 |
| 2025 年第 1 季 | 4,679 | $4,946 億 |
| 2024 年第 4 季 | 4,679 | $4,900 億 |
| 2024 年第 3 季 | 4,215 | $4,294 億 |
| 2024 年第 2 季 | 4,181 | $4,162 億 |
| 2024 年第 1 季 | 4,120 | $4,145 億 |
| 2023 年第 4 季 | 4,001 | $3,518 億 |
| 2023 年第 3 季 | 3,711 | $2,970 億 |
| 2023 年第 2 季 | 3,672 | $2,976 億 |
| 2023 年第 1 季 | 3,612 | $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 | 3,519 | $2,789 億 |
| 2021 年第 4 季 | 3,594 | $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 |
2023 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Systematic Financial Management LP | 6,075 | $88.4 萬 | 0.03% | 00.0% | 不變 |
| KLK Capital Management LLC | 6,095 | $88.7 萬 | 1.12% | −322−5.0% | 減碼 |
| Private Wealth Advisors | 6,097 | $88.7 萬 | 0.37% | −24−0.4% | 減碼 |
| Chiron Capital Management, LLC | 6,109 | $88.8 萬 | 0.70% | −1,700−21.8% | 減碼 |
| Berger Financial Group, Inc | 6,137 | $89.3 萬 | 0.10% | +12+0.2% | 加碼 |
| Cardiff Park Advisors, LLC | 6,155 | $89.5 萬 | 0.11% | −2,133−25.7% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 6,174 | $89.8 萬 | 0.40% | −200−3.1% | 減碼 |
| PCA Investment Advisory Services Inc. | 6,203 | $90.2 萬 | 0.54% | −82−1.3% | 減碼 |
| McIlrath & Eck, LLC | 6,210 | $90.3 萬 | 0.19% | +110+1.8% | 加碼 |
| Shakespeare Wealth Management, Inc. | 6,210 | $90.3 萬 | 0.31% | +115+1.9% | 加碼 |
| Millennium Capital Advisors, LLC | 6,230 | $90.6 萬 | 0.75% | +500+8.7% | 加碼 |
| Solstein Capital, LLC | 6,232 | $90.6 萬 | 0.76% | +10.0% | 加碼 |
| Lantz Financial LLC | 6,235 | $90.7 萬 | 0.36% | +522+9.1% | 加碼 |
| Greatmark Investment Partners, Inc. | 6,247 | $90.9 萬 | 0.15% | −100−1.6% | 減碼 |
| BOS Asset Management, LLC | 6,255 | $91.0 萬 | 0.71% | +199+3.3% | 加碼 |
| Lodestar Private Asset Management LLC | 6,258 | $91.0 萬 | 0.15% | +115+1.9% | 加碼 |
| Creative Financial Designs Inc | 6,279 | $91.3 萬 | 0.11% | −390−5.8% | 減碼 |
| McLean Asset Management Corp | 6,292 | $91.5 萬 | 0.36% | +58+0.9% | 加碼 |
| Aletheian Wealth Advisors LLC | 6,303 | $91.7 萬 | 0.63% | +4,510+251.5% | 加碼 |
| OneAscent Financial Services LLC | 6,313 | $91.8 萬 | 0.41% | +2,611+70.5% | 加碼 |
| GFG Capital, LLC | 6,323 | $92.0 萬 | 0.17% | −186−2.9% | 減碼 |
| Vivaldi Capital Management, LLC | 6,324 | $92.0 萬 | 0.28% | +108+1.7% | 加碼 |
| Sentry LLC | 6,337 | $92.2 萬 | 0.20% | +10+0.2% | 加碼 |
| Wealth Dimensions Group, Ltd. | 6,368 | $92.6 萬 | 0.34% | +678+11.9% | 加碼 |
| Almanack Investment Partners, LLC. | 6,371 | $92.7 萬 | 0.16% | −1,100−14.7% | 減碼 |
| Riverbridge Partners LLC | 6,376 | $92.7 萬 | 0.01% | 00.0% | 不變 |
| LWM Advisory Services, LLC | 6,387 | $92.8 萬 | 0.98% | +73+1.2% | 加碼 |
| Bulltick Wealth Management, LLC | 6,390 | $92.9 萬 | 0.22% | −3,555−35.7% | 減碼 |
| CapWealth Advisors, LLC | 6,395 | $93.0 萬 | 0.11% | −318−4.7% | 減碼 |
| Galibier Capital Management Ltd. | 6,410 | $93.2 萬 | 0.21% | −2,300−26.4% | 減碼 |
| Foster Group, Inc. | 6,423 | $93.4 萬 | 0.06% | +240+3.9% | 加碼 |
| TFC Financial Management | 6,432 | $93.5 萬 | 0.23% | +117+1.9% | 加碼 |
| Optiver Holding B.V. | 6,432 | $93.5 萬 | 0.03% | −605,790−98.9% | 減碼 |
| Sterneck Capital Management, LLC | 6,439 | $93.6 萬 | 0.57% | +10.0% | 加碼 |
| Tennessee Valley Asset Management Partners | 6,455 | $93.9 萬 | 0.30% | +95+1.5% | 加碼 |
| New Jersey Better Educational Savings Trust | 6,461 | $94.0 萬 | 2.21% | 00.0% | 不變 |
| BNC Wealth Management, LLC | 6,467 | $94.1 萬 | 0.50% | −23,079−78.1% | 減碼 |
| WR Wealth Planners, LLC | 6,474 | $94.2 萬 | 0.36% | +3,384+109.5% | 加碼 |
| HHM Wealth Advisors, LLC | 6,478 | $94.2 萬 | 0.18% | −91−1.4% | 減碼 |
| Global Financial Private Client, LLC | 6,436 | $94.4 萬 | 0.46% | −23−0.4% | 減碼 |
| Seven Mile Advisory | 6,496 | $94.5 萬 | 1.10% | +6,496 | 新進 |
| Aurora Private Wealth, Inc. | 6,501 | $94.5 萬 | 1.07% | −120−1.8% | 減碼 |
| Terril Brothers, Inc. | 6,515 | $94.8 萬 | 0.42% | +147+2.3% | 加碼 |
| Edgemoor Investment Advisors, Inc. | 6,531 | $95.0 萬 | 0.11% | +10.0% | 加碼 |
| Profit Investment Management, LLC | 6,546 | $95.2 萬 | 0.62% | −160−2.4% | 減碼 |
| Davis Investment Partners, LLC | 6,106 | $95.3 萬 | 0.45% | +136+2.3% | 加碼 |
| Gould Asset Management LLC | 6,560 | $95.4 萬 | 0.27% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 6,569 | $95.5 萬 | 0.09% | −687−9.5% | 減碼 |
| Plancorp, LLC | 6,572 | $95.6 萬 | 0.05% | −231−3.4% | 減碼 |
| CWS Financial Advisors, LLC | 6,582 | $95.7 萬 | 0.36% | +110+1.7% | 加碼 |
| Caz Investments LP | 6,600 | $96.0 萬 | 2.65% | 00.0% | 不變 |
| Waypoint Capital Advisors, LLC | 6,612 | $96.2 萬 | 0.30% | +81+1.2% | 加碼 |
| Renaissance Group LLC | 6,618 | $96.3 萬 | 0.04% | −216−3.2% | 減碼 |
| Silvia McColl Wealth Management, LLC | 6,618 | $96.3 萬 | 0.89% | 00.0% | 不變 |
| Bordeaux Wealth Advisors LLC | 6,620 | $96.3 萬 | 0.39% | +135+2.1% | 加碼 |
| Reynders McVeigh Capital Management, LLC | 6,622 | $96.3 萬 | 0.06% | +3,384+104.5% | 加碼 |
| Barrett & Company, Inc. | 6,632 | $96.5 萬 | 0.56% | +492+8.0% | 加碼 |
| InTrack Investment Management Inc | 6,644 | $96.6 萬 | 0.79% | −163−2.4% | 減碼 |
| Rodgers Brothers Inc. | 6,659 | $96.8 萬 | 0.17% | +52+0.8% | 加碼 |
| Port Capital LLC | 6,671 | $97.0 萬 | 0.06% | +1,265+23.4% | 加碼 |
| Harvest Volatility Management LLC | 6,673 | $97.1 萬 | 0.19% | −47−0.7% | 減碼 |
| Portland Investment Counsel Inc. | 6,680 | $97.2 萬 | 0.48% | −100−1.5% | 減碼 |
| TKG Advisors, LLC | 6,684 | $97.2 萬 | 0.63% | −1,859−21.8% | 減碼 |
| Richard W. Paul & Associates, LLC | 6,700 | $97.4 萬 | 0.42% | +318+5.0% | 加碼 |
| Northside Capital Management, LLC | 6,700 | $97.4 萬 | 0.34% | −150−2.2% | 減碼 |
| Hamilton Capital Partners Inc. | 6,700 | $97.4 萬 | 0.35% | 00.0% | 不變 |
| Dark Forest Capital Management LP | 6,705 | $97.5 萬 | 0.10% | +4,057+153.2% | 加碼 |
| Credential Qtrade Securities Inc. | 6,720 | $97.7 萬 | 0.06% | +1,207+21.9% | 加碼 |
| Viawealth, LLC | 6,718 | $97.7 萬 | 0.73% | +10+0.1% | 加碼 |
| Tortoise Investment Management, LLC | 6,721 | $97.7 萬 | 0.15% | +1,532+29.5% | 加碼 |
| waypoint wealth counsel | 6,731 | $97.9 萬 | 0.88% | −84−1.2% | 減碼 |
| Capital Planning Advisors, LLC | 6,734 | $97.9 萬 | 0.20% | +972+16.9% | 加碼 |
| Security Financial Services, INC. | 6,741 | $98.0 萬 | 0.28% | +396+6.2% | 加碼 |
| Stiles Financial Services Inc | 6,745 | $98.1 萬 | 0.49% | +179+2.7% | 加碼 |
| Greylin Investment Mangement Inc | 6,750 | $98.2 萬 | 0.18% | −100−1.5% | 減碼 |
| Glassman Wealth Services | 6,762 | $98.3 萬 | 0.16% | −319−4.5% | 減碼 |
| Birchcreek Wealth Management, LLC | 6,775 | $98.5 萬 | 0.69% | +763+12.7% | 加碼 |
| Winmill & Co. Inc | 6,800 | $98.9 萬 | 0.35% | 00.0% | 不變 |
| Sippican Capital Advisors | 6,808 | $99.0 萬 | 0.91% | −106−1.5% | 減碼 |
| 5th Street Advisors, LLC | 6,813 | $99.1 萬 | 0.71% | +1,180+20.9% | 加碼 |
| Carmichael Hill & Associates, Inc. | 6,820 | $99.2 萬 | 0.47% | −1,995−22.6% | 減碼 |
| Palogic Value Management, L.P. | 6,824 | $99.2 萬 | 0.47% | 00.0% | 不變 |
| Wagner Wealth Management, LLC | 6,842 | $99.5 萬 | 0.38% | +303+4.6% | 加碼 |
| AllSquare Wealth Management LLC | 7,241 | $99.5 萬 | 0.65% | 00.0% | 不變 |
| Probity Advisors, Inc. | 6,876 | $100.0 萬 | 0.22% | +6,876 | 新進 |
| Colton Groome Financial Advisors, LLC | 6,885 | $100.1 萬 | 0.47% | +2,195+46.8% | 加碼 |
| Summit Wealth Partners, LLC | 6,901 | $100.4 萬 | 0.25% | −33−0.5% | 減碼 |
| Kolinsky Wealth Management, LLC | 7,000 | $100.4 萬 | 0.95% | +301+4.5% | 加碼 |
| Grey Street Capital, LLC | 6,909 | $100.5 萬 | 0.53% | +2,875+71.3% | 加碼 |
| Sunflower Bank, N.A. | 6,934 | $100.8 萬 | 0.23% | +10+0.1% | 加碼 |
| Clifford Group, LLC | 6,946 | $101.0 萬 | 1.09% | +770+12.5% | 加碼 |
| Wills Financial Group, Inc. | 6,946 | $101.0 萬 | 0.51% | +51+0.7% | 加碼 |
| Eubel Brady & Suttman Asset Management Inc | 6,965 | $101.3 萬 | 0.14% | −11−0.2% | 減碼 |
| McGlone Suttner Wealth Management, Inc. | 6,966 | $101.3 萬 | 0.23% | +314+4.7% | 加碼 |
| Highline Wealth Partners LLC | 6,994 | $101.7 萬 | 0.64% | 00.0% | 不變 |
| Meridian Investment Counsel Inc. | 7,003 | $101.9 萬 | 0.36% | +8+0.1% | 加碼 |
| Bluesphere Advisors, LLC | 7,027 | $102.2 萬 | 0.71% | +13+0.2% | 加碼 |
| Austin Private Wealth, LLC | 7,040 | $102.4 萬 | 0.15% | +269+4.0% | 加碼 |
| Thrive Wealth Management, LLC | 7,056 | $102.6 萬 | 0.27% | +356+5.3% | 加碼 |
| State of Wyoming | 7,066 | $102.8 萬 | 0.30% | −248−3.4% | 減碼 |