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 |
|---|---|---|---|---|---|
| Sittner & Nelson, LLC | 15,426 | $224.4 萬 | 1.23% | +367+2.4% | 加碼 |
| Resolute Wealth Strategies, LLC | 15,433 | $224.5 萬 | 1.74% | +279+1.8% | 加碼 |
| Summit X, LLC | 15,475 | $225.1 萬 | 0.55% | +844+5.8% | 加碼 |
| Bradley Mark J. | 15,505 | $225.5 萬 | 2.24% | −5,720−26.9% | 減碼 |
| Etesian Wealth Advisors, Inc. | 15,518 | $225.7 萬 | 1.47% | +118+0.8% | 加碼 |
| S.E.E.D. Planning Group LLC | 15,545 | $226.1 萬 | 0.79% | +600+4.0% | 加碼 |
| First Capital Advisors Group, LLC. | 15,560 | $226.3 萬 | 1.18% | −65−0.4% | 減碼 |
| Phillips Financial Management, LLC | 15,569 | $226.4 萬 | 0.21% | +108+0.7% | 加碼 |
| Fortem Financial Group, LLC | 15,643 | $227.5 萬 | 1.35% | +1,038+7.1% | 加碼 |
| Voya Financial Advisors, Inc. | 15,871 | $227.6 萬 | 0.27% | −99−0.6% | 減碼 |
| Aberdeen Wealth Management LLC | 15,714 | $228.5 萬 | 1.65% | 00.0% | 不變 |
| Ironwood Financial, llc | 15,757 | $229.2 萬 | 0.60% | −620−3.8% | 減碼 |
| Plante Moran Financial Advisors, LLC | 15,784 | $229.6 萬 | 0.27% | +4,911+45.2% | 加碼 |
| Cornell Pochily Investment Advisors, Inc. | 15,800 | $229.8 萬 | 0.95% | +72+0.5% | 加碼 |
| Mirabella Financial Services LLP | 15,800 | $229.8 萬 | 0.27% | +15,800 | 新進 |
| Naviter Wealth, LLC | 15,814 | $230.0 萬 | 0.58% | +1,829+13.1% | 加碼 |
| Kensington Investment Counsel, LLC | 15,821 | $230.1 萬 | 1.46% | +2,082+15.2% | 加碼 |
| Relyea Zuckerberg Hanson LLC | 15,841 | $230.4 萬 | 0.52% | +1,814+12.9% | 加碼 |
| Nvest Financial, LLC | 15,863 | $230.7 萬 | 2.02% | +1,509+10.5% | 加碼 |
| Gleason Group, Inc. | 15,889 | $231.1 萬 | 0.60% | +35+0.2% | 加碼 |
| Finer Wealth Management, Inc. | 15,892 | $231.1 萬 | 1.81% | +407+2.6% | 加碼 |
| Delta Asset Management LLC | 15,928 | $231.7 萬 | 0.23% | +99+0.6% | 加碼 |
| Royal Harbor Partners, LLC | 15,930 | $231.7 萬 | 1.14% | −122−0.8% | 減碼 |
| Bontempo Ohly Capital Mgmt LLC | 15,938 | $231.8 萬 | 1.13% | −177−1.1% | 減碼 |
| Weik Capital Management | 15,955 | $232.0 萬 | 1.10% | −425−2.6% | 減碼 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 16,000 | $232.7 萬 | 1.50% | +5,000+45.5% | 加碼 |
| Missouri Trust & Investment Co | 16,035 | $233.2 萬 | 1.31% | +1,037+6.9% | 加碼 |
| Dillon & Associates Inc | 16,139 | $234.0 萬 | 0.43% | +275+1.7% | 加碼 |
| Marion Wealth Management | 16,092 | $234.0 萬 | 0.83% | +852+5.6% | 加碼 |
| SkyView Investment Advisors, LLC | 16,107 | $234.3 萬 | 0.58% | +20.0% | 加碼 |
| Venturi Wealth Management, LLC | 16,119 | $234.4 萬 | 0.19% | +2,595+19.2% | 加碼 |
| Ledge Wealth Management, Inc. | 16,123 | $234.5 萬 | 1.12% | −4,767−22.8% | 減碼 |
| Kingswood Wealth Advisors, LLC | 16,256 | $236.4 萬 | 0.75% | +16,256 | 新進 |
| Northwest Bank & Trust Co | 16,258 | $236.5 萬 | 2.27% | +16,258 | 新進 |
| Riverview Trust Co | 16,315 | $237.3 萬 | 2.15% | −1,967−10.8% | 減碼 |
| Centiva Capital, LP | 16,338 | $237.6 萬 | 0.12% | −14,645−47.3% | 減碼 |
| Vista Wealth Management Group, LLC | 16,367 | $238.0 萬 | 0.23% | −212−1.3% | 減碼 |
| Martin & Co Inc | 16,397 | $238.5 萬 | 0.60% | −559−3.3% | 減碼 |
| BigSur Wealth Management LLC | 16,403 | $238.6 萬 | 1.14% | −158−1.0% | 減碼 |
| Chilton Investment Co LLC | 16,429 | $238.9 萬 | 0.07% | +2,636+19.1% | 加碼 |
| Jackson Hole Capital Partners, LLC | 16,484 | $239.7 萬 | 0.66% | −2,796−14.5% | 減碼 |
| Credit Capital Investments LLC | 16,500 | $240.0 萬 | 3.13% | −6,000−26.7% | 減碼 |
| Alaska Permanent Fund Corp | 16,500 | $240.0 萬 | 0.05% | +16,500 | 新進 |
| 3Chopt Investment Partners, LLC | 16,538 | $240.5 萬 | 1.20% | +11+0.1% | 加碼 |
| Warther Private Wealth, LLC | 16,546 | $240.6 萬 | 1.64% | +467+2.9% | 加碼 |
| Simon Quick Advisors, LLC | 16,583 | $241.2 萬 | 0.22% | −2,831−14.6% | 減碼 |
| Eagle Bluffs Wealth Management LLC | 16,602 | $241.5 萬 | 1.86% | +231+1.4% | 加碼 |
| GSB Wealth Management, LLC | 16,610 | $241.6 萬 | 0.79% | +116+0.7% | 加碼 |
| Hudson Canyon Capital Management | 16,620 | $241.7 萬 | 1.91% | +1,965+13.4% | 加碼 |
| Continental Advisors LLC | 16,635 | $241.9 萬 | 2.14% | −1,500−8.3% | 減碼 |
| Boltwood Capital Management | 16,659 | $242.3 萬 | 0.87% | −20.0% | 減碼 |
| Center for Financial Planning, Inc. | 16,715 | $243.1 萬 | 0.51% | +59+0.4% | 加碼 |
| Institute for Wealth Management, LLC. | 16,732 | $243.3 萬 | 0.43% | −15−0.1% | 減碼 |
| Abundance Wealth Counselors | 16,739 | $243.5 萬 | 1.26% | +207+1.3% | 加碼 |
| Cumberland Advisors Inc | 16,760 | $243.8 萬 | 1.11% | −13,010−43.7% | 減碼 |
| Benin Management CORP | 16,796 | $244.3 萬 | 0.87% | +87+0.5% | 加碼 |
| Financial Architects, Inc | 16,842 | $244.9 萬 | 0.37% | −301−1.8% | 減碼 |
| River Street Advisors LLC | 16,848 | $245.0 萬 | 2.34% | −316−1.8% | 減碼 |
| Founders Financial Securities LLC | 16,849 | $245.0 萬 | 0.32% | −1,143−6.4% | 減碼 |
| Mission Creek Capital Partners, Inc. | 16,854 | $245.1 萬 | 0.79% | +849+5.3% | 加碼 |
| Worth Financial Advisory Group, LLC | 16,877 | $245.5 萬 | 2.28% | −20−0.1% | 減碼 |
| Gries Financial LLC | 16,937 | $246.3 萬 | 0.68% | −974−5.4% | 減碼 |
| Concord Wealth Partners | 16,957 | $246.6 萬 | 0.53% | +5,956+54.1% | 加碼 |
| Lederer & Associates Investment Counsel | 17,013 | $247.4 萬 | 1.87% | −365−2.1% | 減碼 |
| Bull Street Advisors, LLC | 17,034 | $247.7 萬 | 1.27% | −71−0.4% | 減碼 |
| Kistler-Tiffany Companies, LLC | 17,046 | $247.9 萬 | 0.40% | +188+1.1% | 加碼 |
| Lineweaver Wealth Advisors, LLC | 17,053 | $248.0 萬 | 0.71% | +278+1.7% | 加碼 |
| Park Place Capital Corp | 17,112 | $248.9 萬 | 0.70% | −98−0.6% | 減碼 |
| Benjamin Edwards Inc | 17,134 | $249.2 萬 | 0.58% | −3,425−16.7% | 減碼 |
| First Commonwealth Financial Corp | 17,152 | $249.5 萬 | 0.81% | −1,358−7.3% | 減碼 |
| Ritter Daniher Financial Advisory LLC | 17,164 | $249.6 萬 | 1.03% | +781+4.8% | 加碼 |
| First City Capital Management, Inc. | 17,195 | $250.1 萬 | 1.48% | −375−2.1% | 減碼 |
| Loudon Investment Management, LLC | 17,318 | $251.9 萬 | 1.66% | −221−1.3% | 減碼 |
| Aureus Asset Management, LLC | 17,346 | $252.3 萬 | 0.19% | −17,449−50.1% | 減碼 |
| Imprint Wealth LLC | 16,980 | $252.3 萬 | 1.59% | +1,031+6.5% | 加碼 |
| Amplius Wealth Advisors, LLC | 17,374 | $252.7 萬 | 0.34% | +42+0.2% | 加碼 |
| World Equity Group, Inc. | 17,384 | $252.8 萬 | 0.74% | −22,293−56.2% | 減碼 |
| Prudent Man Advisors, LLC | 17,388 | $252.9 萬 | 0.95% | −423−2.4% | 減碼 |
| Peak Planning Group, LLC | 17,405 | $253.1 萬 | 1.88% | +326+1.9% | 加碼 |
| Twelve Points Wealth Management LLC | 17,415 | $253.3 萬 | 1.35% | −699−3.9% | 減碼 |
| Snider Financial Group | 17,426 | $253.4 萬 | 1.21% | −288−1.6% | 減碼 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 17,428 | $253.5 萬 | 1.24% | −115−0.7% | 減碼 |
| Financial Planning & Information Services, Inc. | 17,452 | $253.8 萬 | 0.47% | 00.0% | 不變 |
| Ameliora Wealth Management Ltd. | 17,456 | $253.9 萬 | 1.57% | −3,447−16.5% | 減碼 |
| Moser Wealth Advisors, LLC | 17,479 | $254.2 萬 | 1.71% | +17,479 | 新進 |
| Heritage Wealth Advisors | 17,529 | $254.9 萬 | 0.13% | +88+0.5% | 加碼 |
| Keystone Financial Group | 17,575 | $255.6 萬 | 0.43% | +17,575 | 新進 |
| New Potomac Partners, LLC | 17,596 | $255.9 萬 | 1.69% | −1,293−6.8% | 減碼 |
| Mather Group, LLC. | 17,658 | $256.8 萬 | 0.04% | +1,024+6.2% | 加碼 |
| Occidental Asset Management, LLC | 17,671 | $257.0 萬 | 0.58% | +908+5.4% | 加碼 |
| Aries Wealth Management | 17,672 | $257.0 萬 | 1.00% | +15+0.1% | 加碼 |
| Krilogy Financial LLC | 17,674 | $257.1 萬 | 0.23% | −454−2.5% | 減碼 |
| Pegasus Partners Ltd. | 17,687 | $257.2 萬 | 0.38% | −257−1.4% | 減碼 |
| Slocum, Gordon & Co LLP | 17,750 | $258.2 萬 | 2.18% | +1,410+8.6% | 加碼 |
| Court Place Advisors, LLC | 17,765 | $258.4 萬 | 0.91% | −700−3.8% | 減碼 |
| BCGM Wealth Management, LLC | 17,833 | $259.4 萬 | 1.14% | +1,030+6.1% | 加碼 |
| Cedar Brook Financial Partners, LLC | 17,862 | $259.8 萬 | 0.62% | +20+0.1% | 加碼 |
| Eclectic Associates Inc | 17,911 | $260.5 萬 | 1.28% | −621−3.4% | 減碼 |
| Magnolia Capital Advisors LLC | 17,911 | $260.5 萬 | 1.31% | −115−0.6% | 減碼 |
| Home Federal Bank of Tennessee | 17,916 | $260.6 萬 | 0.92% | −15−0.1% | 減碼 |