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 |
|---|---|---|---|---|---|
| Byrne Asset Management LLC | 13,402 | $194.9 萬 | 1.27% | −31−0.2% | 減碼 |
| Longfellow Investment Management Co LLC | 13,403 | $194.9 萬 | 0.45% | −2,302−14.7% | 減碼 |
| Insight Wealth Strategies, LLC | 13,416 | $195.1 萬 | 0.37% | +42+0.3% | 加碼 |
| Aft, Forsyth & Sober, LLC | 13,450 | $195.6 萬 | 0.81% | +350+2.7% | 加碼 |
| Weaver C. Barksdale & Associates, Inc. | 13,512 | $196.5 萬 | 1.94% | +1,799+15.4% | 加碼 |
| Steward Financial Group LLC | 13,558 | $197.1 萬 | 0.63% | −366−2.6% | 減碼 |
| MONECO Advisors, LLC | 13,566 | $197.3 萬 | 0.54% | +256+1.9% | 加碼 |
| LMG Wealth Partners, LLC | 13,589 | $197.6 萬 | 0.60% | 00.0% | 不變 |
| Brendel Financial Advisors LLC | 13,603 | $197.8 萬 | 2.98% | −262−1.9% | 減碼 |
| Pointe Capital Management LLC | 13,618 | $198.1 萬 | 1.50% | +267+2.0% | 加碼 |
| Kiley Juergens Wealth Management, LLC | 13,643 | $198.4 萬 | 0.68% | +97+0.7% | 加碼 |
| Thomas White International Ltd | 13,647 | $198.5 萬 | 0.41% | 00.0% | 不變 |
| CFS Investment Advisory Services, LLC | 13,664 | $198.7 萬 | 0.25% | +133+1.0% | 加碼 |
| IMS Capital Management | 13,676 | $198.9 萬 | 1.10% | +2,621+23.7% | 加碼 |
| Blodgett Wealth Advisors, LLC | 13,679 | $198.9 萬 | 2.07% | −99−0.7% | 減碼 |
| Accredited Investors Inc. | 13,681 | $199.0 萬 | 0.14% | +114+0.8% | 加碼 |
| Lion Street Advisors, LLC | 11,753 | $199.7 萬 | 0.67% | −115−1.0% | 減碼 |
| Rockingstone Advisors LLC | 13,733 | $199.7 萬 | 1.13% | −75−0.5% | 減碼 |
| MRP Capital Investments, LLC | 55,900 | $200.6 萬 | 1.96% | +55,900 | 新進 |
| Hamel Associates, Inc. | 13,817 | $201.0 萬 | 0.70% | −660−4.6% | 減碼 |
| Virtue Capital Management, LLC | 13,902 | $201.1 萬 | 0.34% | +314+2.3% | 加碼 |
| First National Advisers, LLC | 16,370 | $201.4 萬 | 1.86% | +2,881+21.4% | 加碼 |
| Verus Capital Partners, LLC | 13,853 | $201.5 萬 | 0.29% | +500+3.7% | 加碼 |
| Main Street Financial Solutions, LLC | 13,854 | $201.5 萬 | 0.27% | −463−3.2% | 減碼 |
| Greytown Advisors Inc. | 13,857 | $201.5 萬 | 1.10% | −5,757−29.4% | 減碼 |
| DAGCO, Inc. | 13,867 | $201.7 萬 | 1.00% | −394−2.8% | 減碼 |
| Cim Investment Mangement Inc | 13,871 | $201.7 萬 | 0.69% | +33+0.2% | 加碼 |
| Twin Lakes Capital Management, LLC | 13,892 | $202.0 萬 | 1.43% | +59+0.4% | 加碼 |
| Audent Global Asset Management, LLC | 13,893 | $202.1 萬 | 2.41% | +6,880+98.1% | 加碼 |
| AustralianSuper Pty Ltd | 13,898 | $202.1 萬 | 0.01% | +13,898 | 新進 |
| First County Bank | 13,928 | $202.6 萬 | 0.98% | −1,054−7.0% | 減碼 |
| Washington Capital Management Inc | 13,930 | $202.6 萬 | 1.72% | 00.0% | 不變 |
| Delta Financial Advisors LLC | 13,941 | $202.8 萬 | 0.90% | +212+1.5% | 加碼 |
| Chapman Investment Management, LLC | 13,962 | $203.1 萬 | 1.61% | −350−2.4% | 減碼 |
| Stableford Capital II LLC | 13,258 | $203.6 萬 | 0.90% | +13,258 | 新進 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 13,098 | $204.4 萬 | 0.90% | −62−0.5% | 減碼 |
| Ruffer LLP | 14,070 | $204.6 萬 | 0.12% | −65−0.5% | 減碼 |
| Union Savings Bank | 12,951 | $204.6 萬 | 1.22% | +12,951 | 新進 |
| Prestige Wealth Management Group LLC | 14,073 | $204.7 萬 | 0.49% | −436−3.0% | 減碼 |
| Pinnacle Holdings, LLC | 14,077 | $204.7 萬 | 0.91% | +40.0% | 加碼 |
| Tudor Investment Corp Et Al | 14,082 | $204.8 萬 | 0.03% | +14,082 | 新進 |
| Wulff, Hansen & Co. | 14,085 | $204.9 萬 | 2.29% | −320−2.2% | 減碼 |
| Holistic Financial Partners | 14,094 | $205.0 萬 | 1.42% | +703+5.2% | 加碼 |
| Insight Inv LLC | 14,113 | $205.3 萬 | 2.11% | +1,510+12.0% | 加碼 |
| Foresight Global Investors, Inc. | 14,132 | $205.5 萬 | 1.11% | 00.0% | 不變 |
| Boit C F David | 14,137 | $205.6 萬 | 1.37% | 00.0% | 不變 |
| Summit Financial Group Inc | 14,172 | $206.1 萬 | 0.80% | −10−0.1% | 減碼 |
| Hudson Value Partners, LLC | 14,188 | $206.2 萬 | 1.05% | −10,275−42.0% | 減碼 |
| Pinnacle West Asset Management, Inc. | 14,190 | $206.4 萬 | 2.00% | +190+1.4% | 加碼 |
| Lafayette Investments, Inc. | 14,195 | $206.4 萬 | 0.54% | −4,526−24.2% | 減碼 |
| Notis-McConarty Edward | 14,197 | $206.5 萬 | 0.79% | −200−1.4% | 減碼 |
| LCNB Corp | 14,260 | $207.4 萬 | 0.88% | +645+4.7% | 加碼 |
| Highlander Capital Management, LLC | 14,280 | $207.7 萬 | 0.96% | +1,000+7.5% | 加碼 |
| Carl P. Sherr & Co., LLC | 14,351 | $208.7 萬 | 1.37% | −16−0.1% | 減碼 |
| Klingman & Associates, LLC | 14,368 | $209.0 萬 | 0.17% | +348+2.5% | 加碼 |
| Buckingham Strategic Partners | 14,426 | $209.8 萬 | 0.12% | −963−6.3% | 減碼 |
| MB, Levis & Associates, LLC | 14,458 | $210.3 萬 | 1.35% | −27−0.2% | 減碼 |
| Benedict Financial Advisors Inc | 14,471 | $210.5 萬 | 0.58% | +367+2.6% | 加碼 |
| Wambolt & Associates, LLC | 14,494 | $210.8 萬 | 0.75% | −157−1.1% | 減碼 |
| Brady Family Wealth, LLC | 14,511 | $211.0 萬 | 0.79% | +133+0.9% | 加碼 |
| Armor Investment Advisors, LLC | 14,518 | $211.1 萬 | 1.28% | −10,321−41.6% | 減碼 |
| Farther Finance Advisors, LLC | 14,521 | $211.2 萬 | 0.46% | +1,745+13.7% | 加碼 |
| Y.D. More Investments Ltd | 14,533 | $211.4 萬 | 0.54% | +12,008+475.6% | 加碼 |
| Davidson Trust Co | 14,560 | $211.8 萬 | 1.53% | −165−1.1% | 減碼 |
| Odey Asset Management LLP | 14,567 | $211.9 萬 | 0.78% | +14,567 | 新進 |
| Gryphon Financial Partners LLC | 14,571 | $211.9 萬 | 0.47% | −496−3.3% | 減碼 |
| Manchester Capital Management LLC | 14,586 | $212.1 萬 | 0.28% | +976+7.2% | 加碼 |
| FengHe Fund Management Pte. Ltd. | 14,600 | $212.3 萬 | 0.42% | 00.0% | 不變 |
| Bell Bank | 14,622 | $212.7 萬 | 0.23% | +2,490+20.5% | 加碼 |
| Coppell Advisory Solutions LLC | 14,865 | $213.2 萬 | 0.63% | +1,075+7.8% | 加碼 |
| Gs Investments, Inc. | 14,787 | $215.1 萬 | 1.17% | 00.0% | 不變 |
| Next Capital Management LLC | 14,817 | $215.5 萬 | 1.00% | +571+4.0% | 加碼 |
| Owen LaRue, LLC | 14,753 | $216.3 萬 | 2.27% | −2,290−13.4% | 減碼 |
| TCWP LLC | 14,945 | $217.4 萬 | 0.46% | −3,373−18.4% | 減碼 |
| Glaxis Capital Management, LLC | 15,000 | $218.2 萬 | 8.28% | +15,000 | 新進 |
| Jessup Wealth Management, Inc | 15,014 | $218.4 萬 | 1.17% | −635−4.1% | 減碼 |
| Fragasso Group Inc. | 15,023 | $218.5 萬 | 0.23% | +368+2.5% | 加碼 |
| Sutton Wealth Advisors Inc. | 15,047 | $218.8 萬 | 1.06% | +632+4.4% | 加碼 |
| All Terrain Financial Advisors, LLC | 15,053 | $218.9 萬 | 0.99% | +320+2.2% | 加碼 |
| High Net Worth Advisory Group LLC | 15,074 | $219.3 萬 | 0.85% | +287+1.9% | 加碼 |
| SFMG, LLC | 15,099 | $219.6 萬 | 0.23% | −323−2.1% | 減碼 |
| Eqis Capital Management, Inc. | 15,107 | $219.7 萬 | 0.25% | +7,043+87.3% | 加碼 |
| Blueprint Investment Partners LLC | 15,110 | $219.8 萬 | 0.79% | −3,835−20.2% | 減碼 |
| First Bank & Trust | 15,138 | $220.2 萬 | 0.56% | −1,117−6.9% | 減碼 |
| Wolff Wiese Magana LLC | 15,144 | $220.2 萬 | 1.70% | −328−2.1% | 減碼 |
| Advisory Research Inc | 15,157 | $220.4 萬 | 0.28% | +2,687+21.5% | 加碼 |
| Ethos Financial Group, LLC | 16,911 | $220.5 萬 | 0.74% | 00.0% | 不變 |
| Arbor Capital Management Inc | 15,085 | $221.1 萬 | 1.72% | +23+0.2% | 加碼 |
| L.M. Kohn & Company | 15,213 | $221.3 萬 | 0.84% | +3,450+29.3% | 加碼 |
| Guardian Capital LP | 15,255 | $221.9 萬 | 0.07% | 00.0% | 不變 |
| LS Investment Advisors, LLC | 15,257 | $221.9 萬 | 0.39% | +404+2.7% | 加碼 |
| Rollins Financial | 15,264 | $222.0 萬 | 0.61% | −139−0.9% | 減碼 |
| Roof Eidam & Maycock | 15,307 | $222.6 萬 | 0.75% | −350−2.2% | 減碼 |
| TCI Wealth Advisors, Inc. | 15,309 | $222.7 萬 | 0.28% | −677−4.2% | 減碼 |
| Oak Family Advisors, LLC | 15,321 | $222.8 萬 | 1.06% | +392+2.6% | 加碼 |
| Jeppson Wealth Management, LLC | 15,351 | $223.3 萬 | 0.97% | −296−1.9% | 減碼 |
| Alaethes Wealth LLC | 15,363 | $223.4 萬 | 1.23% | −1,121−6.8% | 減碼 |
| Chatham Capital Group, Inc. | 15,365 | $223.5 萬 | 0.47% | +50+0.3% | 加碼 |
| Optimum Investment Advisors | 15,369 | $223.5 萬 | 1.09% | +190+1.3% | 加碼 |
| Wealth Alliance | 15,412 | $224.2 萬 | 0.34% | −607−3.8% | 減碼 |