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 5,158 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 | 5,158 | $6,437 億 |
| 2026 年第 1 季 | 5,103 | $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 | 4,680 | $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 | 3,710 | $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 | 3,628 | $2,783 億 |
| 2022 年第 3 季 | 3,395 | $2,129 億 |
| 2022 年第 2 季 | 3,427 | $2,293 億 |
| 2022 年第 1 季 | 3,519 | $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 |
|---|---|---|---|---|---|
| WD Rutherford LLC | 23,020 | $334.8 萬 | 2.14% | +90+0.4% | 加碼 |
| WCG Wealth Advisors LLC | 23,143 | $334.9 萬 | 0.39% | −95−0.4% | 減碼 |
| Wunderlich Capital Managemnt | 23,076 | $335.6 萬 | 1.65% | −44−0.2% | 減碼 |
| Advocate Group LLC | 23,106 | $336.1 萬 | 0.74% | +15,843+218.1% | 加碼 |
| Altfest L J & Co Inc | 23,170 | $337.0 萬 | 0.51% | −633−2.7% | 減碼 |
| Delta Financial Group, Inc. | 23,197 | $337.4 萬 | 3.96% | +1,707+7.9% | 加碼 |
| FLC Capital Advisors | 23,202 | $337.4 萬 | 0.99% | −102−0.4% | 減碼 |
| SWS Partners | 23,253 | $337.8 萬 | 1.22% | −1,379−5.6% | 減碼 |
| Ameritas Advisory Services, LLC | 23,453 | $338.5 萬 | 0.44% | −11,343−32.6% | 減碼 |
| River & Mercantile Asset Management LLP | 23,340 | $339.4 萬 | 0.67% | −310−1.3% | 減碼 |
| Midwest Professional Planners, LTD. | 23,346 | $339.5 萬 | 1.49% | +2,080+9.8% | 加碼 |
| Pavion Blue Capital, LLC | 23,359 | $339.7 萬 | 1.98% | −60−0.3% | 減碼 |
| Tiedemann Advisors, LLC | 23,440 | $340.9 萬 | 0.14% | +238+1.0% | 加碼 |
| RB Capital Management, LLC | 23,495 | $341.7 萬 | 1.05% | +171+0.7% | 加碼 |
| Weitz Investment Management, Inc.大師韋茲投資管理 | 23,500 | $341.8 萬 | 0.18% | 00.0% | 不變 |
| Compton Wealth Advisory Group, LLC | 23,510 | $341.9 萬 | 1.14% | −345−1.4% | 減碼 |
| Guardian Wealth Advisors, LLC | 23,541 | $342.4 萬 | 0.59% | +816+3.6% | 加碼 |
| Quadrant Private Wealth Management, LLC | 23,546 | $342.5 萬 | 0.99% | +79+0.3% | 加碼 |
| RMR Wealth Builders | 23,563 | $342.7 萬 | 0.58% | −1,315−5.3% | 減碼 |
| Red Cedar Investment Management, LLC | 23,614 | $343.4 萬 | 0.52% | 00.0% | 不變 |
| Signet Investment Advisory Group, Inc. | 23,640 | $343.8 萬 | 2.27% | +149+0.6% | 加碼 |
| Essex Savings Bank | 23,664 | $344.2 萬 | 1.15% | +1,086+4.8% | 加碼 |
| Dudley Capital Management, LLC | 23,689 | $344.5 萬 | 2.32% | −320−1.3% | 減碼 |
| Sheets Smith Wealth Management | 23,749 | $345.4 萬 | 0.50% | −6,060−20.3% | 減碼 |
| Nichols & Pratt Advisers LLP | 23,793 | $346.0 萬 | 0.25% | +627+2.7% | 加碼 |
| Rowland & Co Investment Counsel | 23,837 | $346.7 萬 | 0.82% | +1,751+7.9% | 加碼 |
| Curbstone Financial Management Corp | 23,870 | $347.2 萬 | 0.83% | −328−1.4% | 減碼 |
| Sargent Investment Group, LLC | 23,870 | $347.2 萬 | 0.84% | +2,105+9.7% | 加碼 |
| Octavia Wealth Advisors, LLC | 23,901 | $347.6 萬 | 0.71% | +1,031+4.5% | 加碼 |
| KCS Wealth Advisory | 23,975 | $348.7 萬 | 1.21% | +520+2.2% | 加碼 |
| Grove Bank & Trust | 24,021 | $349.4 萬 | 0.71% | −179−0.7% | 減碼 |
| Connolly Sarah T. | 24,080 | $350.2 萬 | 2.12% | −912−3.6% | 減碼 |
| GQG Partners LLC | 24,140 | $351.1 萬 | 0.01% | +24,140 | 新進 |
| Ironwood Investment Counsel, LLC | 24,144 | $351.2 萬 | 0.79% | +885+3.8% | 加碼 |
| Harbor Advisors LLC | 24,148 | $351.2 萬 | 0.75% | 00.0% | 不變 |
| Warren Averett Asset Management, LLC | 24,197 | $351.9 萬 | 0.15% | −15,682−39.3% | 減碼 |
| Financial Advocates Investment Management | 24,219 | $352.2 萬 | 0.26% | +272+1.1% | 加碼 |
| Sweeney & Michel, LLC | 22,605 | $352.4 萬 | 1.81% | −319−1.4% | 減碼 |
| Winch Advisory Services, LLC | 24,249 | $352.7 萬 | 1.27% | +291+1.2% | 加碼 |
| Slagle Financial, LLC | 24,314 | $353.6 萬 | 2.20% | +24,314 | 新進 |
| Mattern Wealth Management LLC | 24,397 | $354.8 萬 | 1.04% | +3,175+15.0% | 加碼 |
| Addison Capital Co | 24,454 | $355.6 萬 | 2.54% | −94−0.4% | 減碼 |
| Wealthsource Partners, LLC | 24,461 | $355.8 萬 | 0.23% | +672+2.8% | 加碼 |
| Newman Dignan & Sheerar, Inc. | 24,468 | $355.9 萬 | 1.10% | −301−1.2% | 減碼 |
| Mystic Asset Management, Inc. | 24,476 | $356.0 萬 | 1.91% | −220−0.9% | 減碼 |
| Trustco Bank Corp N Y | 24,544 | $357.0 萬 | 3.84% | −2,000−7.5% | 減碼 |
| Farmers & Merchants Trust Co of Chambersburg PA | 24,567 | $357.3 萬 | 2.31% | −249−1.0% | 減碼 |
| Argus Investors' Counsel, Inc. | 24,570 | $357.3 萬 | 2.48% | +306+1.3% | 加碼 |
| Roanoke Asset Management Corp | 24,598 | $357.8 萬 | 1.42% | +80.0% | 加碼 |
| Gradient Capital Advisors, LLC | 24,641 | $358.4 萬 | 1.44% | −168−0.7% | 減碼 |
| Hunter Perkins Capital Management, LLC | 34,782 | $358.8 萬 | 0.77% | +24,661+243.7% | 加碼 |
| HCR Wealth Advisors | 24,674 | $358.9 萬 | 0.66% | +2,134+9.5% | 加碼 |
| Grandfield & Dodd, LLC | 24,686 | $359.0 萬 | 0.25% | −9,768−28.4% | 減碼 |
| S&CO Inc | 24,799 | $360.6 萬 | 0.29% | 00.0% | 不變 |
| Cornerstone Wealth Management, LLC | 24,859 | $361.5 萬 | 0.32% | +3,075+14.1% | 加碼 |
| High Note Wealth, LLC | 24,883 | $361.9 萬 | 1.47% | −1,263−4.8% | 減碼 |
| Continuum Advisory, LLC | 51,285 | $362.4 萬 | 0.58% | +298+0.6% | 加碼 |
| Wedmont Private Capital | 24,202 | $362.5 萬 | 0.39% | +5,075+26.5% | 加碼 |
| Mathes Company, Inc. | 24,941 | $362.7 萬 | 1.59% | +24,941 | 新進 |
| SeaBridge Investment Advisors LLC | 24,980 | $363.3 萬 | 1.19% | +205+0.8% | 加碼 |
| Fifth Third Wealth Advisors LLC | 24,991 | $363.5 萬 | 2.34% | +14,447+137.0% | 加碼 |
| Eos Management, L.P. | 25,000 | $363.6 萬 | 1.69% | 00.0% | 不變 |
| Crestline Management, LP | 25,000 | $363.6 萬 | 0.40% | +25,000 | 新進 |
| Nicolet Bankshares Inc | 32,719 | $364.7 萬 | 1.04% | +6,428+24.4% | 加碼 |
| Papp L Roy & Associates | 25,165 | $366.0 萬 | 0.47% | +270+1.1% | 加碼 |
| Modus Advisors, LLC | 25,166 | $366.0 萬 | 1.57% | +639+2.6% | 加碼 |
| Proquility Private Wealth Partners, LLC | 25,182 | $366.3 萬 | 1.43% | −162−0.6% | 減碼 |
| Investment Research & Advisory Group, Inc. | 25,185 | $366.3 萬 | 2.14% | +132+0.5% | 加碼 |
| Platform Technology Partners | 24,856 | $366.4 萬 | 1.72% | −430−1.7% | 減碼 |
| Account Management LLC | 25,240 | $367.1 萬 | 4.92% | −2,550−9.2% | 減碼 |
| Ronald Blue Trust, Inc. | 28,197 | $367.5 萬 | 0.06% | −9,170−24.5% | 減碼 |
| TCG Advisory Services, LLC | 25,274 | $367.6 萬 | 0.63% | +2,175+9.4% | 加碼 |
| Accurate Wealth Management, LLC | 24,577 | $368.0 萬 | 1.15% | +1,709+7.5% | 加碼 |
| Vise Technologies, Inc. | 25,306 | $368.1 萬 | 0.89% | +1,235+5.1% | 加碼 |
| Liberty Capital Management, Inc. | 25,358 | $368.8 萬 | 1.11% | +234+0.9% | 加碼 |
| Financial Advisory Partners, LLC | 25,421 | $369.7 萬 | 1.42% | +994+4.1% | 加碼 |
| Mechanics Financial Corp | 25,438 | $370.0 萬 | 2.01% | −320−1.2% | 減碼 |
| LJI Wealth Management, LLC | 301,048 | $370.2 萬 | 1.08% | +275,655+1,085.6% | 加碼 |
| Legacy CG, LLC | 25,459 | $370.3 萬 | 1.81% | +25,459 | 新進 |
| Vaughan Nelson Investment Management, L.P. | 25,480 | $370.6 萬 | 0.04% | −2,185−7.9% | 減碼 |
| Pentwater Capital Management LP | 25,500 | $370.9 萬 | 0.05% | −30,000−54.1% | 減碼 |
| Mount Vernon Associates Inc | 25,502 | $370.9 萬 | 3.94% | −50−0.2% | 減碼 |
| Adirondack Trust Co | 23,537 | $371.8 萬 | 1.74% | +90.0% | 加碼 |
| Union Heritage Capital, LLC | 25,600 | $372.3 萬 | 2.02% | +3,000+13.3% | 加碼 |
| Sterling Investment Advisors, Ltd. | 25,682 | $373.5 萬 | 1.24% | +109+0.4% | 加碼 |
| Uncommon Cents Investing LLC | 25,715 | $374.0 萬 | 1.32% | +465+1.8% | 加碼 |
| Manhattan West Asset Management, LLC | 25,730 | $374.2 萬 | 1.40% | +4,612+21.8% | 加碼 |
| Lee Danner & Bass Inc | 25,755 | $374.6 萬 | 0.32% | −567−2.2% | 減碼 |
| Am Investment Strategies LLC | 25,755 | $374.6 萬 | 1.17% | +82+0.3% | 加碼 |
| AIA Group Ltd | 25,822 | $375.6 萬 | 0.18% | +9,058+54.0% | 加碼 |
| Lincoln Capital Corp | 25,844 | $375.9 萬 | 1.93% | −632−2.4% | 減碼 |
| Affinity Investment Advisors, LLC | 25,847 | $375.9 萬 | 2.18% | −3,094−10.7% | 減碼 |
| Scott & Selber, Inc. | 25,869 | $376.2 萬 | 1.47% | −94−0.4% | 減碼 |
| Shoker Investment Counsel, Inc. | 25,942 | $377.3 萬 | 1.58% | +211+0.8% | 加碼 |
| Capital Investment Advisory Services, LLC | 25,954 | $377.5 萬 | 0.37% | −713−2.7% | 減碼 |
| TrinityPoint Wealth, LLC | 25,974 | $377.8 萬 | 0.74% | +1,517+6.2% | 加碼 |
| United Bank | 26,021 | $378.4 萬 | 2.15% | −2,258−8.0% | 減碼 |
| GM Advisory Group, Inc. | 26,046 | $378.8 萬 | 0.31% | +3,101+13.5% | 加碼 |
| KLCM Advisors, Inc. | 26,064 | $379.1 萬 | 0.74% | +634+2.5% | 加碼 |
| Indiana Trust & Investment Management CO | 26,100 | $379.6 萬 | 1.94% | +2,496+10.6% | 加碼 |