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 −5,249 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 1,624 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 |
|---|---|---|---|---|---|
| Wealthquest Corp | 9,222 | $134.1 萬 | 0.16% | +21+0.2% | 加碼 |
| Renasant Bank | 9,226 | $134.2 萬 | 1.10% | −244−2.6% | 減碼 |
| Waterfront Wealth Inc. | 8,545 | $134.7 萬 | 0.40% | +822+10.6% | 加碼 |
| Verdad Advisers, LP | 9,267 | $134.8 萬 | 2.11% | −5,700−38.1% | 減碼 |
| Bennett Selby Investments LP | 9,272 | $134.9 萬 | 0.78% | 00.0% | 不變 |
| General Partner, Inc. | 9,276 | $134.9 萬 | 1.12% | 00.0% | 不變 |
| US Asset Management LLC | 9,299 | $135.2 萬 | 1.43% | −422−4.3% | 減碼 |
| STAR Financial Bank | 9,298 | $135.2 萬 | 1.26% | +80+0.9% | 加碼 |
| CFO4Life Group, LLC | 9,315 | $135.5 萬 | 0.29% | +611+7.0% | 加碼 |
| LVM Capital Management Ltd | 9,326 | $135.6 萬 | 0.18% | 00.0% | 不變 |
| Advanced Portfolio Management, LLC | 9,336 | $135.8 萬 | 1.24% | +9,336 | 新進 |
| Cheviot Value Management, LLC | 9,341 | $135.9 萬 | 0.30% | +136+1.5% | 加碼 |
| Revolve Wealth Partners, LLC | 9,344 | $135.9 萬 | 0.32% | +207+2.3% | 加碼 |
| BFT Financial Group, LLC | 9,355 | $136.0 萬 | 0.16% | +477+5.4% | 加碼 |
| Consilium Wealth Advisory, LLC | 9,357 | $136.1 萬 | 0.94% | +2,175+30.3% | 加碼 |
| Ridgecrest Wealth Partners, LLC | 9,382 | $136.5 萬 | 0.90% | −120−1.3% | 減碼 |
| Iron Financial, LLC | 9,402 | $136.7 萬 | 0.74% | −16−0.2% | 減碼 |
| South Street Advisors LLC | 9,424 | $137.1 萬 | 0.27% | −600−6.0% | 減碼 |
| Zhang Financial LLC | 9,364 | $137.2 萬 | 0.14% | +1,452+18.4% | 加碼 |
| Arlington Partners LLC | 9,435 | $137.2 萬 | 0.21% | +1,759+22.9% | 加碼 |
| Dohj, LLC | 9,437 | $137.2 萬 | 0.59% | +834+9.7% | 加碼 |
| Total Clarity Wealth Management, Inc. | 9,473 | $137.8 萬 | 0.68% | +551+6.2% | 加碼 |
| Morton Capital Management LLC | 9,473 | $137.8 萬 | 0.47% | 00.0% | 不變 |
| Sentinus, LLC | 9,482 | $137.9 萬 | 0.44% | +519+5.8% | 加碼 |
| Lavaca Capital LLC | 9,484 | $137.9 萬 | 0.43% | +3,120+49.0% | 加碼 |
| Cynosure Management, LLC | 9,485 | $137.9 萬 | 0.41% | +9,485 | 新進 |
| Engineers Gate Manager LP | 9,493 | $138.1 萬 | 0.05% | +3,296+53.2% | 加碼 |
| Ausdal Financial Partners, Inc. | 9,494 | $138.1 萬 | 0.19% | −75−0.8% | 減碼 |
| Mendel Capital Management LLC | 9,506 | $138.3 萬 | 1.11% | −37−0.4% | 減碼 |
| Hunter Associates Investment Management LLC | 9,525 | $138.3 萬 | 0.27% | −360−3.6% | 減碼 |
| Round Hill Asset Management | 9,529 | $138.6 萬 | 0.86% | −97−1.0% | 減碼 |
| West Paces Advisors Inc. | 9,541 | $138.8 萬 | 0.41% | +65+0.7% | 加碼 |
| Philo Smith Capital Corp | 9,550 | $138.9 萬 | 0.48% | 00.0% | 不變 |
| HF Advisory Group, LLC | 9,553 | $138.9 萬 | 1.10% | +2,024+26.9% | 加碼 |
| Hartford Funds Management Co LLC | 9,593 | $139.5 萬 | 0.14% | +1,228+14.7% | 加碼 |
| Caldwell Sutter Capital, Inc. | 9,594 | $139.5 萬 | 0.73% | +3,331+53.2% | 加碼 |
| Windsor Group LTD | 9,596 | $139.6 萬 | 0.25% | +142+1.5% | 加碼 |
| Alterity Financial Group, LLC | 9,599 | $139.6 萬 | 2.02% | −168−1.7% | 減碼 |
| Park Edge Advisors, LLC | 9,612 | $139.8 萬 | 0.47% | −1,650−14.7% | 減碼 |
| Silicon Hills Wealth Management, LLC | 9,614 | $139.8 萬 | 0.79% | +200+2.1% | 加碼 |
| Hemenway Trust Co LLC | 9,614 | $139.8 萬 | 0.14% | +457+5.0% | 加碼 |
| Sage Rhino Capital LLC | 9,639 | $140.2 萬 | 0.39% | +45+0.5% | 加碼 |
| Accuvest Global Advisors | 9,650 | $140.3 萬 | 0.72% | −3,421−26.2% | 減碼 |
| Aspen Wealth Strategies, LLC | 9,650 | $140.4 萬 | 1.07% | +448+4.9% | 加碼 |
| Hemington Wealth Management | 9,681 | $140.7 萬 | 0.57% | −329−3.3% | 減碼 |
| Keel Point, LLC | 9,675 | $140.7 萬 | 0.19% | +1,246+14.8% | 加碼 |
| Summit Wealth & Retirement Planning, Inc. | 9,687 | $140.9 萬 | 0.55% | −2,211−18.6% | 減碼 |
| Kozak & Associates, Inc. | 9,619 | $141.0 萬 | 0.57% | +18+0.2% | 加碼 |
| Traverso Chambers Private Wealth Management, LLC | 9,698 | $141.0 萬 | 0.37% | +187+2.0% | 加碼 |
| Ramsay, Stattman, Vela & Price, Inc. | 9,741 | $141.7 萬 | 0.29% | 00.0% | 不變 |
| Eley Financial Management, Inc | 9,746 | $141.7 萬 | 0.69% | 00.0% | 不變 |
| Vicus Capital | 9,756 | $141.9 萬 | 0.15% | +65+0.7% | 加碼 |
| Commons Capital, LLC | 9,782 | $142.3 萬 | 2.15% | −86−0.9% | 減碼 |
| First Financial Corp | 9,798 | $142.5 萬 | 0.91% | −1,021−9.4% | 減碼 |
| Baystate Wealth Management LLC | 9,799 | $142.5 萬 | 0.12% | +1,076+12.3% | 加碼 |
| Fullerton Fund Management Co Ltd. | 9,817 | $142.8 萬 | 0.10% | −34,636−77.9% | 減碼 |
| Callan Capital, LLC | 9,822 | $142.9 萬 | 0.16% | −590−5.7% | 減碼 |
| FSM Wealth Advisors, LLC | 9,694 | $142.9 萬 | 0.72% | +330+3.5% | 加碼 |
| Gilbert & Cook, Inc. | 9,853 | $143.3 萬 | 0.23% | +186+1.9% | 加碼 |
| Crescent Grove Advisors, LLC | 9,864 | $143.5 萬 | 0.15% | −2,397−19.5% | 減碼 |
| Eudaimonia Advisors LLC | 9,867 | $143.5 萬 | 0.96% | +55+0.6% | 加碼 |
| Newbridge Financial Services Group, Inc. | 9,886 | $143.8 萬 | 0.70% | −257−2.5% | 減碼 |
| N.E.W. Advisory Services LLC | 9,900 | $144.0 萬 | 0.20% | −16−0.2% | 減碼 |
| First National Bank of Hutchinson | 9,901 | $144.0 萬 | 1.05% | +1,617+19.5% | 加碼 |
| Waterloo Capital, L.P. | 9,917 | $144.2 萬 | 0.43% | −614−5.8% | 減碼 |
| Fortress Wealth Group, LLC | 9,238 | $144.8 萬 | 0.92% | +219+2.4% | 加碼 |
| Apexium Financial, LP | 9,966 | $144.9 萬 | 0.13% | +780+8.5% | 加碼 |
| Quent Capital, LLC | 9,969 | $145.0 萬 | 0.23% | +74+0.7% | 加碼 |
| CVA Family Office, LLC | 9,985 | $145.2 萬 | 0.30% | +468+4.9% | 加碼 |
| Bigelow Investment Advisors, LLC | 10,030 | $145.9 萬 | 0.80% | +485+5.1% | 加碼 |
| Journey Strategic Wealth LLC | 10,039 | $146.0 萬 | 0.07% | −1,245−11.0% | 減碼 |
| Prelude Capital Management, LLC | 10,047 | $146.1 萬 | 0.12% | +10,047 | 新進 |
| NWK Group, Inc. | 10,053 | $146.2 萬 | 0.86% | +10,053 | 新進 |
| Carson Advisory Inc. | 10,081 | $146.6 萬 | 1.24% | −80−0.8% | 減碼 |
| Lincluden Management Ltd | 10,087 | $146.7 萬 | 0.17% | −97−1.0% | 減碼 |
| Focused Wealth Management, Inc | 10,098 | $146.9 萬 | 0.26% | −244−2.4% | 減碼 |
| Financial Insights, Inc. | 10,107 | $147.0 萬 | 0.54% | +1,390+15.9% | 加碼 |
| Perkins Coie Trust Co | 10,110 | $147.0 萬 | 0.42% | +7,490+285.9% | 加碼 |
| Richard P Slaughter Associates Inc | 10,119 | $147.2 萬 | 0.42% | +216+2.2% | 加碼 |
| Rainsberger Wealth Advisors, Inc. | 10,120 | $147.2 萬 | 0.89% | +158+1.6% | 加碼 |
| Cubist Systematic Strategies, LLC | 10,131 | $147.3 萬 | 0.02% | −219,025−95.6% | 減碼 |
| CRA Financial Services, LLC | 10,136 | $147.4 萬 | 0.40% | +158+1.6% | 加碼 |
| Woodward Diversified Capital, LLC | 10,139 | $147.5 萬 | 1.11% | −187−1.8% | 減碼 |
| LifeSteps Financial, Inc. | 10,145 | $147.5 萬 | 1.46% | +12+0.1% | 加碼 |
| London & Capital Asset Management Ltd | 10,147 | $147.6 萬 | 0.15% | −817−7.5% | 減碼 |
| First Citizens Financial Corp | 10,147 | $147.6 萬 | 1.00% | +10,147 | 新進 |
| Meridian Financial Partners LLC | 9,452 | $147.6 萬 | 0.89% | +662+7.5% | 加碼 |
| Perennial Investment Advisors, LLC | 10,178 | $148.0 萬 | 0.26% | −80−0.8% | 減碼 |
| Armstrong, Fleming & Moore, Inc | 10,195 | $148.3 萬 | 1.36% | +10,195 | 新進 |
| Samalin Investment Counsel, LLC | 10,205 | $148.4 萬 | 0.80% | −1,052−9.3% | 減碼 |
| Prentice Wealth Management LLC | 10,206 | $148.4 萬 | 0.67% | +182+1.8% | 加碼 |
| Onyx Bridge Wealth Group LLC | 10,210 | $148.5 萬 | 0.36% | +472+4.8% | 加碼 |
| Allstate Corp | 10,238 | $148.9 萬 | 0.09% | 00.0% | 不變 |
| LGT Fund Management Co Ltd. | 10,250 | $149.1 萬 | 0.68% | −7,300−41.6% | 減碼 |
| Morris Financial Concepts, Inc. | 10,260 | $149.2 萬 | 0.96% | −130−1.3% | 減碼 |
| Old Mission Investment Co LLC | 10,262 | $149.2 萬 | 0.55% | −245−2.3% | 減碼 |
| PYA Waltman Capital, LLC | 9,650 | $149.3 萬 | 0.64% | +2,578+36.5% | 加碼 |
| Towercrest Capital Management | 10,275 | $149.4 萬 | 0.28% | +444+4.5% | 加碼 |
| Global Trust Asset Management, LLC | 10,316 | $150.0 萬 | 0.67% | −168−1.6% | 減碼 |
| Executive Wealth Management, LLC | 10,322 | $150.1 萬 | 0.16% | +406+4.1% | 加碼 |