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 | 5,103 | $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 |
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 |
|---|---|---|---|---|---|
| Atwood & Palmer Inc | 7,945 | $115.6 萬 | 0.10% | +450+6.0% | 加碼 |
| Foster Victor Wealth Advisors, LLC | 7,990 | $115.6 萬 | 0.13% | +373+4.9% | 加碼 |
| Keystone Financial Services | 7,950 | $115.6 萬 | 0.59% | +7+0.1% | 加碼 |
| Beacon Financial Advisory LLC | 7,991 | $116.2 萬 | 0.67% | +136+1.7% | 加碼 |
| GoodHaven Capital Management, LLC | 8,000 | $116.4 萬 | 0.70% | 00.0% | 不變 |
| Provence Wealth Management Group | 8,001 | $116.4 萬 | 0.68% | +397+5.2% | 加碼 |
| Stephens Consulting, LLC | 8,018 | $116.6 萬 | 0.46% | −94−1.2% | 減碼 |
| Investors Research Corp | 8,019 | $116.6 萬 | 0.29% | 00.0% | 不變 |
| ELCO Management Co., LLC | 8,032 | $116.8 萬 | 0.85% | +190+2.4% | 加碼 |
| Virtu Financial LLC | 8,044 | $117.0 萬 | 0.09% | −18−0.2% | 減碼 |
| Montz Harcus Wealth Management LLC | 8,072 | $117.4 萬 | 0.97% | +527+7.0% | 加碼 |
| Raleigh Capital Management Inc. | 8,087 | $117.6 萬 | 0.59% | −388−4.6% | 減碼 |
| Asio Capital, LLC | 8,100 | $117.8 萬 | 0.29% | +80+1.0% | 加碼 |
| Covenant Partners, LLC | 8,109 | $117.9 萬 | 0.43% | +206+2.6% | 加碼 |
| Allegheny Financial Group LTD | 8,134 | $118.3 萬 | 0.56% | −291−3.5% | 減碼 |
| Lazari Capital Management, Inc. | 8,145 | $118.5 萬 | 0.67% | +8,145 | 新進 |
| Harel Insurance Investments & Financial Services Ltd. | 8,158 | $118.6 萬 | 0.03% | −9−0.1% | 減碼 |
| RFP Financial Group LLC | 8,168 | $118.7 萬 | 0.48% | +6,778+487.6% | 加碼 |
| CPA Asset Management LLC | 8,175 | $118.9 萬 | 0.85% | 00.0% | 不變 |
| Addison Advisors LLC | 8,196 | $119.2 萬 | 0.59% | +167+2.1% | 加碼 |
| Monte Financial Group, LLC | 8,198 | $119.2 萬 | 0.58% | −1,938−19.1% | 減碼 |
| Ambassador Advisors, LLC | 7,731 | $119.4 萬 | 0.28% | +406+5.5% | 加碼 |
| Driehaus Capital Management LLC | 8,217 | $119.5 萬 | 0.02% | +8,217 | 新進 |
| Alps Advisors Inc | 8,219 | $119.5 萬 | 0.01% | +3,560+76.4% | 加碼 |
| Walkner Condon Financial Advisors LLC | 8,239 | $119.8 萬 | 0.32% | +517+6.7% | 加碼 |
| Alera Investment Advisors, LLC | 8,240 | $119.9 萬 | 0.26% | +414+5.3% | 加碼 |
| Apella Capital, LLC | 8,247 | $119.9 萬 | 0.09% | +8,247 | 新進 |
| M. Kraus & Co | 8,249 | $120.0 萬 | 0.40% | +15+0.2% | 加碼 |
| AXS Investments LLC | 8,256 | $120.1 萬 | 0.32% | +696+9.2% | 加碼 |
| Legacy Capital Group California, Inc. | 8,262 | $120.2 萬 | 0.49% | +216+2.7% | 加碼 |
| W Advisors, LLC | 8,262 | $120.2 萬 | 0.94% | 00.0% | 不變 |
| Cora Capital Advisors LLC | 8,279 | $120.4 萬 | 0.80% | −98−1.2% | 減碼 |
| Orca Investment Management, LLC | 8,294 | $120.6 萬 | 1.31% | +68+0.8% | 加碼 |
| Syntal Capital Partners, LLC | 8,316 | $121.0 萬 | 0.48% | −969−10.4% | 減碼 |
| Monterey Private Wealth, Inc. | 8,332 | $121.2 萬 | 0.59% | +5+0.1% | 加碼 |
| Northwest Wealth Management, LLC | 8,343 | $121.3 萬 | 0.44% | +396+5.0% | 加碼 |
| Hexagon Capital Partners LLC | 8,347 | $121.4 萬 | 0.32% | −469−5.3% | 減碼 |
| McElhenny Sheffield Capital Management, LLC | 8,353 | $121.5 萬 | 0.52% | −40.0% | 減碼 |
| Hendershot Investments Inc. | 8,363 | $121.6 萬 | 0.20% | 00.0% | 不變 |
| Coastwise Capital Group, LLC | 8,370 | $121.7 萬 | 1.38% | +621+8.0% | 加碼 |
| Triad Financial Advisors, Inc. | 8,374 | $121.8 萬 | 0.50% | −116−1.4% | 減碼 |
| Ami Asset Management Corp | 8,384 | $121.9 萬 | 0.07% | +214+2.6% | 加碼 |
| Angeles Wealth Management, LLC | 8,407 | $122.3 萬 | 0.17% | +257+3.2% | 加碼 |
| Gateway Wealth Partners, LLC | 8,416 | $122.4 萬 | 0.22% | +819+10.8% | 加碼 |
| American State Bank (Iowa) | 8,441 | $122.8 萬 | 0.85% | +23+0.3% | 加碼 |
| Summit Financial Wealth Advisors, LLC | 8,450 | $122.9 萬 | 0.28% | −410−4.6% | 減碼 |
| First National Bank Sioux Falls | 8,455 | $123.0 萬 | 0.78% | 00.0% | 不變 |
| Tilia Fiduciary Partners, Inc. | 8,460 | $123.0 萬 | 1.10% | −3,406−28.7% | 減碼 |
| Zions Bancorporation, N.A. | 8,512 | $123.8 萬 | 0.10% | +155+1.9% | 加碼 |
| Madden Securities Corp | 8,520 | $123.9 萬 | 0.63% | +233+2.8% | 加碼 |
| Berkeley Capital Partners, LLC | 8,571 | $124.7 萬 | 0.44% | −1,869−17.9% | 減碼 |
| Israel Discount Bank of New York | 8,573 | $124.7 萬 | 0.99% | −2,380−21.7% | 減碼 |
| Stephenson National Bank & Trust | 8,581 | $124.8 萬 | 0.68% | −13−0.2% | 減碼 |
| Solidarilty Wealth, LLC | 8,589 | $124.9 萬 | 0.51% | 00.0% | 不變 |
| Prossimo Advisors, LLC | 8,592 | $125.0 萬 | 1.20% | −50−0.6% | 減碼 |
| Legacy Bridge, LLC | 8,599 | $125.1 萬 | 0.83% | +350+4.2% | 加碼 |
| Key Client Fiduciary Advisors, LLC | 8,601 | $125.1 萬 | 0.73% | +2,750+47.0% | 加碼 |
| Hardy Reed LLC | 8,607 | $125.2 萬 | 0.22% | −157−1.8% | 減碼 |
| Salzhauer Michael | 8,660 | $126.0 萬 | 1.36% | 00.0% | 不變 |
| Ti-Trust, Inc | 8,670 | $126.1 萬 | 1.16% | −25−0.3% | 減碼 |
| PSI Advisors, LLC | 8,672 | $126.1 萬 | 0.55% | +260+3.1% | 加碼 |
| Bassett Hargrove Investment Counsel, LLC | 9,494 | $126.5 萬 | 2.37% | 00.0% | 不變 |
| KRS Capital Management, LLC | 8,704 | $126.6 萬 | 1.26% | +21+0.2% | 加碼 |
| Mason & Associates Inc | 8,710 | $126.7 萬 | 0.37% | +91+1.1% | 加碼 |
| Defined Wealth Management, LLC | 8,733 | $127.0 萬 | 1.07% | +147+1.7% | 加碼 |
| Kowal Investment Group, LLC | 8,763 | $127.5 萬 | 0.34% | +115+1.3% | 加碼 |
| Navalign, LLC | 8,769 | $127.5 萬 | 0.51% | −124−1.4% | 減碼 |
| Private Portfolio Partners LLC | 8,777 | $127.7 萬 | 0.33% | −154−1.7% | 減碼 |
| Masso Torrence Wealth Management Inc. | 8,778 | $127.7 萬 | 0.92% | −58−0.7% | 減碼 |
| Proffitt & Goodson Inc | 8,780 | $127.7 萬 | 0.25% | +105+1.2% | 加碼 |
| Westbourne Investment Advisors, Inc. | 8,778 | $127.7 萬 | 0.57% | +343+4.1% | 加碼 |
| Angeles Investment Advisors, LLC | 8,796 | $127.9 萬 | 0.11% | +1,302+17.4% | 加碼 |
| Ascension Asset Management LLC | 8,804 | $128.0 萬 | 0.78% | +8,804 | 新進 |
| Eagle Capital Management LLC | 8,808 | $128.1 萬 | 0.01% | +284+3.3% | 加碼 |
| Wealth Management Associates, Inc. | 8,821 | $128.3 萬 | 0.73% | −316−3.5% | 減碼 |
| Ategra Capital Management, LLC | 8,839 | $128.6 萬 | 0.70% | −14,559−62.2% | 減碼 |
| Hummer Financial Advisory Services Inc | 8,840 | $128.6 萬 | 1.26% | 00.0% | 不變 |
| Cozad Asset Management Inc | 8,852 | $128.7 萬 | 0.16% | −768−8.0% | 減碼 |
| Fox Run Management, L.L.C. | 8,853 | $128.8 萬 | 0.36% | −1,973−18.2% | 減碼 |
| Johnson & White Wealth Management, LLC | 8,856 | $128.8 萬 | 1.77% | −12−0.1% | 減碼 |
| First National Bank & Trust Co of Newtown | 8,881 | $129.2 萬 | 0.28% | +301+3.5% | 加碼 |
| Innovis Asset Management LLC | 8,885 | $129.2 萬 | 0.48% | −27−0.3% | 減碼 |
| Deseret Mutual Benefit Administrators | 8,902 | $129.5 萬 | 0.50% | −333−3.6% | 減碼 |
| MEMBERS Trust Co | 8,913 | $129.6 萬 | 0.04% | +8,913 | 新進 |
| Round Rock Advisors, LLC | 8,925 | $129.8 萬 | 0.47% | +38+0.4% | 加碼 |
| Members Capital Advisors Inc | 8,940 | $130.0 萬 | 1.33% | −2,941−24.8% | 減碼 |
| Citadel Investment Advisory, Inc. | 8,961 | $130.3 萬 | 0.84% | −150−1.6% | 減碼 |
| Benedetti & Gucer, Inc. | 8,967 | $130.4 萬 | 0.67% | +3,791+73.2% | 加碼 |
| Fiera Capital Corp | 8,975 | $130.5 萬 | 0.00% | −32−0.4% | 減碼 |
| West Family Investments, Inc. | 8,995 | $130.8 萬 | 0.51% | 00.0% | 不變 |
| Auxano Advisors, LLC | 10,087 | $131.4 萬 | 0.53% | 00.0% | 不變 |
| Saxon Interests, Inc. | 9,129 | $132.8 萬 | 0.71% | +410+4.7% | 加碼 |
| Evanson Asset Management, LLC | 9,148 | $133.0 萬 | 0.13% | −826−8.3% | 減碼 |
| Coastal Bridge Advisors, LLC | 9,151 | $133.1 萬 | 0.33% | −2,264−19.8% | 減碼 |
| Kapstone Financial Advisors LLC | 8,469 | $133.1 萬 | 1.10% | −391−4.4% | 減碼 |
| City State Bank | 9,160 | $133.2 萬 | 0.72% | −116−1.3% | 減碼 |
| Delphi Management Inc | 9,166 | $133.3 萬 | 1.40% | +9,166 | 新進 |
| Financial Perspectives, Inc | 9,175 | $133.4 萬 | 0.59% | +5+0.1% | 加碼 |
| Northern Financial Advisors Inc | 9,176 | $133.5 萬 | 1.18% | +1,465+19.0% | 加碼 |
| Access Financial Services, Inc. | 9,201 | $133.8 萬 | 0.78% | −40−0.4% | 減碼 |