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
- 3,673
- 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 1,515 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 |
|---|---|---|---|---|---|
| State of Wyoming | 7,066 | $102.8 萬 | 0.30% | −248−3.4% | 減碼 |
| Ramiah Investment Group | 7,071 | $102.8 萬 | 1.00% | +7,071 | 新進 |
| Sandy Cove Advisors, LLC | 7,071 | $102.8 萬 | 0.59% | +2,074+41.5% | 加碼 |
| Wall Street Access Asset Management, LLC | 7,072 | $102.8 萬 | 0.59% | +6+0.1% | 加碼 |
| Amica Retiree Medical Trust | 7,073 | $102.9 萬 | 1.15% | −2,434−25.6% | 減碼 |
| Fortitude Advisory Group L.L.C. | 7,095 | $103.2 萬 | 0.76% | −895−11.2% | 減碼 |
| Denali Advisors LLC | 7,100 | $103.3 萬 | 0.36% | +100+1.4% | 加碼 |
| Atlas Capital Advisors LLC | 7,102 | $103.3 萬 | 0.16% | +860+13.8% | 加碼 |
| Cladis Investment Advisory, LLC | 7,102 | $103.3 萬 | 0.90% | +123+1.8% | 加碼 |
| Objective Capital Management, LLC | 7,121 | $103.6 萬 | 0.91% | −382−5.1% | 減碼 |
| Capital Investment Counsel, Inc | 7,129 | $103.7 萬 | 0.20% | +232+3.4% | 加碼 |
| Core Wealth Partners LLC | 7,136 | $103.8 萬 | 0.96% | +124+1.8% | 加碼 |
| Five Oceans Advisors | 7,148 | $104.0 萬 | 0.67% | −97−1.3% | 減碼 |
| Garde Capital, Inc. | 7,151 | $104.0 萬 | 0.09% | +3,500+95.9% | 加碼 |
| First Command Bank | 7,152 | $104.0 萬 | 0.10% | +218+3.1% | 加碼 |
| First Command Financial Services, Inc. | 7,152 | $104.0 萬 | 0.10% | +218+3.1% | 加碼 |
| Balboa Wealth Partners | 7,163 | $104.2 萬 | 0.36% | +543+8.2% | 加碼 |
| Sierra Capital LLC | 7,175 | $104.4 萬 | 0.17% | +24+0.3% | 加碼 |
| Jupiter Wealth Management LLC | 7,187 | $104.5 萬 | 0.90% | +7,187 | 新進 |
| Affiance Financial, LLC | 7,188 | $104.5 萬 | 0.51% | +52+0.7% | 加碼 |
| Meeder Asset Management Inc | 7,196 | $104.7 萬 | 0.08% | −889−11.0% | 減碼 |
| O'Brien Greene & Co. Inc | 7,203 | $104.7 萬 | 0.36% | 00.0% | 不變 |
| Strait & Sound Wealth Management LLC | 7,202 | $104.7 萬 | 1.04% | −429−5.6% | 減碼 |
| Hoey Investments, Inc | 7,204 | $104.8 萬 | 0.35% | +1,634+29.3% | 加碼 |
| Kessler Investment Group, LLC | 7,228 | $105.1 萬 | 0.74% | −714−9.0% | 減碼 |
| Prairie Sky Financial Group LLC | 7,232 | $105.2 萬 | 0.71% | +7,232 | 新進 |
| Powell Investment Advisors, LLC | 7,257 | $105.5 萬 | 0.62% | 00.0% | 不變 |
| KC Investment Advisors, LLC | 7,296 | $106.1 萬 | 0.72% | +1,334+22.4% | 加碼 |
| Greenup Street Wealth Management LLC | 7,302 | $106.2 萬 | 0.29% | −76−1.0% | 減碼 |
| Gray Wealth Management Inc. | 7,308 | $106.3 萬 | 0.53% | −45−0.6% | 減碼 |
| Spinnaker Investment Group, LLC | 7,338 | $106.7 萬 | 0.35% | −502−6.4% | 減碼 |
| Ironwood Investment Management LLC | 7,338 | $106.7 萬 | 0.61% | 00.0% | 不變 |
| FSB Premier Wealth Management, Inc. | 7,341 | $106.8 萬 | 0.58% | −248−3.3% | 減碼 |
| DMG Group, LLC | 7,357 | $107.0 萬 | 1.07% | +524+7.7% | 加碼 |
| AlphaStar Capital Management, LLC | 7,368 | $107.2 萬 | 0.12% | +206+2.9% | 加碼 |
| Column Capital Advisors, LLC | 7,380 | $107.3 萬 | 0.15% | −2,263−23.5% | 減碼 |
| Phillips Wealth Planners LLC | 7,385 | $107.4 萬 | 1.41% | +1,096+17.4% | 加碼 |
| Charter Oak Capital Management, LLC | 7,386 | $107.4 萬 | 0.14% | +223+3.1% | 加碼 |
| Relative Value Partners Group, LLC | 7,390 | $107.5 萬 | 0.07% | +279+3.9% | 加碼 |
| CM Wealth Advisors LLC | 6,851 | $107.5 萬 | 0.35% | +2,870+72.1% | 加碼 |
| Burke & Herbert Bank & Trust Co | 7,395 | $107.6 萬 | 0.73% | −623−7.8% | 減碼 |
| PKO Investment Management Joint-Stock Co | 7,403 | $107.7 萬 | 0.13% | +7,403 | 新進 |
| Lionsbridge Wealth Management LLC | 7,432 | $108.1 萬 | 0.97% | −276−3.6% | 減碼 |
| SRS Capital Advisors, Inc. | 7,438 | $108.2 萬 | 0.14% | +420+6.0% | 加碼 |
| ERn Financial, LLC | 7,459 | $108.5 萬 | 0.23% | +223+3.1% | 加碼 |
| REDW Wealth LLC | 7,487 | $108.9 萬 | 0.33% | +331+4.6% | 加碼 |
| LBMC Investment Advisors, LLC | 7,490 | $108.9 萬 | 0.11% | 00.0% | 不變 |
| RF&L Wealth Management, LLC | 7,493 | $109.0 萬 | 0.99% | 00.0% | 不變 |
| Icapital Wealth LLC | 7,497 | $109.0 萬 | 0.68% | −285−3.7% | 減碼 |
| Alta Advisers Ltd | 7,500 | $109.1 萬 | 0.61% | 00.0% | 不變 |
| Financial Management Network Inc | 7,440 | $109.1 萬 | 0.38% | +5+0.1% | 加碼 |
| Lumina Fund Management LLC | 7,500 | $109.1 萬 | 0.49% | 00.0% | 不變 |
| Sather Financial Group Inc | 7,515 | $109.3 萬 | 0.09% | −5−0.1% | 減碼 |
| Schear Investment Advisers, LLC | 7,517 | $109.3 萬 | 1.16% | +2,572+52.0% | 加碼 |
| Rational Advisors LLC | 7,518 | $109.3 萬 | 0.09% | +2,312+44.4% | 加碼 |
| Cooper Financial Group | 7,524 | $109.4 萬 | 0.27% | −209−2.7% | 減碼 |
| Diversified, LLC | 7,525 | $109.4 萬 | 0.28% | −6−0.1% | 減碼 |
| Armbruster Capital Management, Inc. | 7,533 | $109.6 萬 | 0.27% | +269+3.7% | 加碼 |
| Westwood Wealth Management | 7,562 | $110.0 萬 | 0.82% | +75+1.0% | 加碼 |
| QP Wealth Management, LLC | 7,586 | $110.3 萬 | 1.75% | −200−2.6% | 減碼 |
| Cubic Asset Management, LLC | 7,604 | $110.6 萬 | 0.30% | −54−0.7% | 減碼 |
| Altus Wealth Group LLC | 7,605 | $110.6 萬 | 0.68% | +41+0.5% | 加碼 |
| IFG Advisors, LLC | 7,605 | $110.6 萬 | 0.39% | +13+0.2% | 加碼 |
| Fulton Breakefield Broenniman LLC | 7,607 | $110.6 萬 | 0.09% | +61+0.8% | 加碼 |
| SC&H Financial Advisors, Inc. | 7,608 | $110.7 萬 | 0.37% | +723+10.5% | 加碼 |
| Alta Wealth Advisors LLC | 7,616 | $110.8 萬 | 0.65% | −138−1.8% | 減碼 |
| Breakwater Capital Group | 7,624 | $110.9 萬 | 0.41% | +1,764+30.1% | 加碼 |
| Gallagher Fiduciary Advisors, LLC | 7,619 | $110.9 萬 | 0.08% | +286+3.9% | 加碼 |
| Garrison Point Advisors, LLC | 7,645 | $111.2 萬 | 0.80% | −245−3.1% | 減碼 |
| Prostatis Group LLC | 840,775 | $111.6 萬 | 0.52% | +832,729+10,349.6% | 加碼 |
| Talisman Wealth Advisors LLC | 7,686 | $111.8 萬 | 1.91% | +6+0.1% | 加碼 |
| Dixon Fnancial Services, Inc. | 7,690 | $111.8 萬 | 0.73% | −12−0.2% | 減碼 |
| Veracity Capital LLC | 7,696 | $111.9 萬 | 0.48% | +163+2.2% | 加碼 |
| TCM Advisors, LLC | – | $112.0 萬 | 0.48% | – | – |
| Olistico Wealth, LLC | 7,705 | $112.1 萬 | 0.96% | +149+2.0% | 加碼 |
| Purus Wealth Management, LLC | 7,714 | $112.2 萬 | 0.73% | +201+2.7% | 加碼 |
| Laird Norton Trust Company, LLC | 7,716 | $112.2 萬 | 0.13% | 00.0% | 不變 |
| One + One Wealth Management, LLC | 7,729 | $112.4 萬 | 0.72% | −615−7.4% | 減碼 |
| Cornerstone National Bank & Trust Co | 7,731 | $112.4 萬 | 0.65% | −2,772−26.4% | 減碼 |
| Stonehage Fleming Financial Services Holdings Ltd | 9,155 | $112.6 萬 | 0.04% | +3,876+73.4% | 加碼 |
| Single Point Partners, LLC | 7,757 | $112.8 萬 | 1.56% | −180−2.3% | 減碼 |
| SignalPoint Asset Management, LLC | 7,760 | $112.9 萬 | 0.35% | −86−1.1% | 減碼 |
| Herbst Group, LLC | 7,785 | $113.2 萬 | 0.78% | +100+1.3% | 加碼 |
| Alhambra Investment Partners LLC | 7,791 | $113.3 萬 | 0.75% | −127−1.6% | 減碼 |
| Two Sigma Advisers, LP | 7,800 | $113.4 萬 | 0.00% | −68,000−89.7% | 減碼 |
| Pflug Koory, LLC | 7,802 | $113.5 萬 | 0.58% | −125−1.6% | 減碼 |
| Carolinas Wealth Consulting LLC | 7,807 | $113.5 萬 | 0.23% | −427−5.2% | 減碼 |
| Alesco Advisors LLC | 7,810 | $113.6 萬 | 0.04% | 00.0% | 不變 |
| Physicians Financial Services, Inc. | 7,812 | $113.6 萬 | 0.45% | −50−0.6% | 減碼 |
| Accel Wealth Management | 7,828 | $113.9 萬 | 0.63% | +124+1.6% | 加碼 |
| Independent Solutions Wealth Management, LLC | 7,830 | $113.9 萬 | 0.31% | +5,103+187.1% | 加碼 |
| Bouchey Financial Group Ltd | 7,830 | $113.9 萬 | 0.14% | −471−5.7% | 減碼 |
| Stoneridge Investment Partners LLC | 7,828 | $113.9 萬 | 0.50% | −16,803−68.2% | 減碼 |
| Twin Focus Capital Partners, LLC | 7,850 | $114.2 萬 | 0.23% | −2,280−22.5% | 減碼 |
| James J. Burns & Company, LLC | 7,853 | $114.3 萬 | 0.29% | +3,225+69.7% | 加碼 |
| SRN Advisors, LLC | 7,901 | $114.9 萬 | 1.02% | −2,948−27.2% | 減碼 |
| Eukles Asset Management | 7,913 | $115.1 萬 | 0.59% | +455+6.1% | 加碼 |
| Hyperion Partners, LLC | 7,933 | $115.4 萬 | 0.97% | +10.0% | 加碼 |
| Castle Wealth Management LLC | 7,939 | $115.5 萬 | 0.81% | −169−2.1% | 減碼 |
| TLWM | 7,944 | $115.5 萬 | 0.33% | +19+0.2% | 加碼 |