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 −5,248 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 1,514 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 | 5,102 | $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 | 4,679 | $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 | 3,711 | $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 | 3,629 | $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 | 3,519 | $2,789 億 |
| 2021 年第 4 季 | 3,594 | $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 |
|---|---|---|---|---|---|
| United Community Bank | 3,333 | $48.5 萬 | 0.43% | +725+27.8% | 加碼 |
| GeoWealth Management, LLC | 3,348 | $48.6 萬 | 0.05% | +1,033+44.6% | 加碼 |
| Fortis Group Advisors, LLC | 3,346 | $48.7 萬 | 0.13% | +3+0.1% | 加碼 |
| Merriman Wealth Management, LLC | 3,347 | $48.7 萬 | 0.02% | −390−10.4% | 減碼 |
| Full Sail Capital, LLC | 3,352 | $48.8 萬 | 0.04% | +72+2.2% | 加碼 |
| S.A. Mason LLC | 3,756 | $48.9 萬 | 0.36% | 00.0% | 不變 |
| J2 Capital Management Inc | 3,380 | $49.2 萬 | 0.58% | +979+40.8% | 加碼 |
| Borer Denton & Associates, Inc. | 3,381 | $49.2 萬 | 0.19% | 00.0% | 不變 |
| Shelton Wealth Management, LLC | 3,391 | $49.3 萬 | 0.38% | +41+1.2% | 加碼 |
| Youngs Advisory Group, Inc. | 3,395 | $49.4 萬 | 0.27% | +57+1.7% | 加碼 |
| Montis Financial, LLC | 3,400 | $49.4 萬 | 0.33% | −145−4.1% | 減碼 |
| First Community Trust NA | 3,406 | $49.5 萬 | 0.55% | −530−13.5% | 減碼 |
| Bridge Advisory, LLC | 3,411 | $49.6 萬 | 0.18% | +219+6.9% | 加碼 |
| Kingdom Financial Group LLC. | 3,417 | $49.7 萬 | 0.49% | +3,417 | 新進 |
| Independent Family Office, LLC | 3,422 | $49.8 萬 | 0.30% | 00.0% | 不變 |
| Unionview, LLC | 3,423 | $49.8 萬 | 0.45% | −170−4.7% | 減碼 |
| BCJ Capital Management, LLC | 3,430 | $49.9 萬 | 0.04% | −178−4.9% | 減碼 |
| Keb Asset Management, LLC | 3,436 | $50.0 萬 | 0.21% | −36−1.0% | 減碼 |
| Murphy Pohlad Asset Management LLC | 3,440 | $50.0 萬 | 0.22% | 00.0% | 不變 |
| Hoxton Planning & Management, LLC | 3,442 | $50.1 萬 | 0.31% | +183+5.6% | 加碼 |
| Forefront Analytics, LLC | 3,450 | $50.2 萬 | 0.29% | +36+1.1% | 加碼 |
| Meridian Financial, LLC | 3,455 | $50.3 萬 | 0.45% | 00.0% | 不變 |
| Keating Investment Counselors Inc | 3,468 | $50.4 萬 | 0.18% | −2,730−44.0% | 減碼 |
| ML & R Wealth Management LLC | 3,475 | $50.5 萬 | 0.11% | −13−0.4% | 減碼 |
| Stelac Advisory Services LLC | 3,478 | $50.6 萬 | 0.23% | −403−10.4% | 減碼 |
| Jacobsen Capital Management | 3,481 | $50.6 萬 | 0.26% | −137−3.8% | 減碼 |
| Albert D Mason Inc | 3,485 | $50.7 萬 | 0.35% | 00.0% | 不變 |
| 1776 Wealth LLC | 3,492 | $50.8 萬 | 0.27% | +15+0.4% | 加碼 |
| Brown Wealth Management, LLC | 3,496 | $50.8 萬 | 0.26% | +3,496 | 新進 |
| Pasadena Private Wealth, LLC | 3,497 | $50.9 萬 | 0.14% | +39+1.1% | 加碼 |
| Insight 2811, Inc. | 3,498 | $50.9 萬 | 0.28% | −1,051−23.1% | 減碼 |
| Codex Capital, L.L.C. | 3,500 | $50.9 萬 | 0.33% | +1,500+75.0% | 加碼 |
| Northstar Group, Inc. | 3,506 | $51.0 萬 | 0.12% | −599−14.6% | 減碼 |
| Coco Enterprises, LLC | 3,525 | $51.3 萬 | 0.39% | −309−8.1% | 減碼 |
| Cutter & CO Brokerage, Inc. | 3,535 | $51.4 萬 | 0.15% | +96+2.8% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 3,535 | $51.4 萬 | 0.00% | −16−0.5% | 減碼 |
| Cascade Investment Advisors, Inc. | 3,538 | $51.5 萬 | 0.38% | +75+2.2% | 加碼 |
| Reuter James Wealth Management, LLC | 3,540 | $51.5 萬 | 0.62% | −35−1.0% | 減碼 |
| HC Advisors, LLC | 3,543 | $51.5 萬 | 0.30% | −613−14.7% | 減碼 |
| Strategic Family Wealth Counselors, L.L.C. | 3,550 | $51.6 萬 | 0.24% | +624+21.3% | 加碼 |
| Collective Family Office LLC | 3,556 | $51.7 萬 | 0.20% | −119−3.2% | 減碼 |
| Kenfarb & Co. | 3,562 | $51.8 萬 | 0.45% | −30−0.8% | 減碼 |
| HTG Investment Advisors, Inc. | 3,565 | $51.8 萬 | 0.43% | +100+2.9% | 加碼 |
| Bender Robert & Associates | 3,566 | $51.9 萬 | 0.14% | −512−12.6% | 減碼 |
| Successful Portfolios LLC | 3,566 | $51.9 萬 | 0.45% | −3,486−49.4% | 減碼 |
| Laraway Financial Inc | 3,573 | $52.0 萬 | 0.51% | −200−5.3% | 減碼 |
| Arthur M. Cohen & Associates, LLC | 3,580 | $52.1 萬 | 0.13% | −400−10.1% | 減碼 |
| Alliance Wealth Advisors, LLC | 3,580 | $52.1 萬 | 0.19% | +62+1.8% | 加碼 |
| Armstrong Advisory Group, Inc | 3,591 | $52.2 萬 | 0.06% | −333−8.5% | 減碼 |
| Kathmere Capital Management, LLC | 3,594 | $52.3 萬 | 0.08% | +60+1.7% | 加碼 |
| Meridian Wealth Partners, LLC | 3,600 | $52.4 萬 | 0.11% | +132+3.8% | 加碼 |
| Dimension Capital Management LLC | 3,603 | $52.4 萬 | 0.11% | +321+9.8% | 加碼 |
| Braun-Bostich & Associates Inc. | 3,607 | $52.5 萬 | 1.12% | +513+16.6% | 加碼 |
| Per Stirling Capital Management, LLC. | 3,613 | $52.5 萬 | 0.11% | −30−0.8% | 減碼 |
| Financial Advisory Group | 3,614 | $52.6 萬 | 0.10% | −92−2.5% | 減碼 |
| Vawter Financial, Ltd. | 1,314 | $52.6 萬 | 0.45% | +1,314 | 新進 |
| Total Investment Management Inc | 3,621 | $52.7 萬 | 0.07% | +208+6.1% | 加碼 |
| Plan Group Financial, LLC | 3,600 | $52.7 萬 | 0.44% | +3,600 | 新進 |
| Cherry Tree Wealth Management, LLC | 3,627 | $52.8 萬 | 0.15% | +3,627 | 新進 |
| Invenio Wealth Partners LLC | 3,627 | $52.8 萬 | 0.60% | +3,627 | 新進 |
| Cahaba Wealth Management, Inc. | 3,630 | $52.8 萬 | 0.06% | −35−1.0% | 減碼 |
| Investment Advisory Group, LLC | 3,633 | $52.8 萬 | 0.27% | +90+2.5% | 加碼 |
| National Wealth Management Group, LLC | 3,397 | $53.0 萬 | 0.55% | +3,397 | 新進 |
| Tandem Investment Advisors, Inc. | 3,644 | $53.0 萬 | 0.02% | +912+33.4% | 加碼 |
| Yarger Wealth Strategies, LLC | 3,649 | $53.1 萬 | 0.48% | −194−5.0% | 減碼 |
| Live Oak Investment Partners | – | $53.1 萬 | 0.44% | – | – |
| Harbor Group, Inc. | 3,653 | $53.1 萬 | 0.29% | −434−10.6% | 減碼 |
| Inspirion Wealth Advisors, LLC | 3,655 | $53.2 萬 | 0.10% | +348+10.5% | 加碼 |
| Quantum Private Wealth, LLC | 3,656 | $53.2 萬 | 0.25% | −3,901−51.6% | 減碼 |
| Goldstream Capital Management Ltd | 3,656 | $53.2 萬 | 0.39% | +1,675+84.6% | 加碼 |
| Cavalier Investments, LLC | 3,663 | $53.3 萬 | 0.19% | +220+6.4% | 加碼 |
| OneAscent Wealth Management LLC | 3,669 | $53.4 萬 | 0.25% | +3,669 | 新進 |
| Dougherty Wealth Advisers LLC | 3,674 | $53.4 萬 | 0.73% | 00.0% | 不變 |
| BlueSky Wealth Advisors, LLC | 3,676 | $53.5 萬 | 0.11% | +735+25.0% | 加碼 |
| Rede Wealth, LLC | 3,689 | $53.7 萬 | 0.25% | −1,599−30.2% | 減碼 |
| Ruggaard & Associates LLC | 3,690 | $53.7 萬 | 0.31% | +55+1.5% | 加碼 |
| Shilanski & Associates, Inc. | 3,692 | $53.7 萬 | 0.22% | −68−1.8% | 減碼 |
| Grey Fox Wealth Advisors, LLC | 3,693 | $53.7 萬 | 0.28% | −2,234−37.7% | 減碼 |
| Kohmann Bosshard Financial Services, LLC | 3,694 | $53.7 萬 | 0.09% | 00.0% | 不變 |
| Atlas Private Wealth Advisors | 3,702 | $53.8 萬 | 0.11% | +1,858+100.8% | 加碼 |
| Nottingham Advisors, Inc. | 3,701 | $53.8 萬 | 0.07% | 00.0% | 不變 |
| High Pines Wealth Management, LLC | 3,706 | $53.9 萬 | 0.82% | +8+0.2% | 加碼 |
| Partners Capital Investment Group, LLP | 3,707 | $53.9 萬 | 0.01% | +3,707 | 新進 |
| Hourglass Capital, LLC | 3,713 | $54.0 萬 | 0.19% | 00.0% | 不變 |
| Clarity Financial LLC | 3,714 | $54.0 萬 | 0.08% | +3,714 | 新進 |
| RBA Wealth Management, LLC | 3,756 | $54.6 萬 | 0.25% | −30,084−88.9% | 減碼 |
| Santori & Peters | 3,761 | $54.7 萬 | 0.27% | +13+0.3% | 加碼 |
| Portland Global Advisors LLC | 3,775 | $54.9 萬 | 0.09% | −439−10.4% | 減碼 |
| Dempze Nancy E | 3,778 | $54.9 萬 | 0.47% | −30−0.8% | 減碼 |
| Tillman Hartley LLC | 3,779 | $55.0 萬 | 0.22% | 00.0% | 不變 |
| Baron Wealth Management LLC | 3,779 | $55.0 萬 | 0.35% | −697−15.6% | 減碼 |
| LCM Capital Management Inc | 3,782 | $55.0 萬 | 0.45% | −18−0.5% | 減碼 |
| Jacobs Levy Equity Management, Inc | 3,797 | $55.2 萬 | 0.00% | +2,054+117.8% | 加碼 |
| Community Capital Management, Inc. | 3,800 | $55.3 萬 | 0.77% | −850−18.3% | 減碼 |
| Cassia Capital Partners, LLC | 3,810 | $55.4 萬 | 0.44% | +3,810 | 新進 |
| GTS Securities LLC | 3,812 | $55.4 萬 | 0.02% | +3,812 | 新進 |
| Silverlake Wealth Management LLC | 3,812 | $55.4 萬 | 0.31% | −74−1.9% | 減碼 |
| Wealthstream Advisors, Inc. | 3,817 | $55.5 萬 | 0.29% | +528+16.1% | 加碼 |
| Paragon Capital Management Ltd | 3,824 | $55.6 萬 | 0.12% | −105−2.7% | 減碼 |
| Selective Wealth Management, Inc. | 3,835 | $55.7 萬 | 0.28% | +3,835 | 新進 |