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 |
|---|---|---|---|---|---|
| Crown Wealth Group, LLC | 4,526 | $65.8 萬 | 0.52% | −240−5.0% | 減碼 |
| Liberty Wealth Management LLC | 4,536 | $66.0 萬 | 0.16% | −2,655−36.9% | 減碼 |
| Merrion Investment Management Co, LLC | 4,544 | $66.1 萬 | 0.56% | 00.0% | 不變 |
| Humankind Investments LLC | 4,553 | $66.2 萬 | 0.26% | −347−7.1% | 減碼 |
| Eldridge Investment Advisors, Inc. | 4,559 | $66.3 萬 | 0.22% | +220+5.1% | 加碼 |
| Day & Ennis, LLC | 4,571 | $66.5 萬 | 0.25% | +228+5.2% | 加碼 |
| Concorde Asset Management, LLC | 4,244 | $66.6 萬 | 0.61% | −109−2.5% | 減碼 |
| Matisse Capital | 4,581 | $66.6 萬 | 0.41% | 00.0% | 不變 |
| Planning Center, Inc. | 4,584 | $66.7 萬 | 0.17% | +108+2.4% | 加碼 |
| Luts & Greenleigh Group, Inc | 4,597 | $66.9 萬 | 0.82% | +705+18.1% | 加碼 |
| Benchmark Investment Advisors LLC | 4,599 | $66.9 萬 | 0.62% | +10+0.2% | 加碼 |
| Southeast Asset Advisors Inc. | 4,604 | $67.0 萬 | 0.10% | +6+0.1% | 加碼 |
| S. R. Schill & Associates | 4,604 | $67.0 萬 | 0.30% | +445+10.7% | 加碼 |
| PFW Advisors LLC | 4,337 | $67.0 萬 | 0.22% | +4,337 | 新進 |
| Avalon Trust Co | 4,610 | $67.0 萬 | 0.06% | +325+7.6% | 加碼 |
| Cardinal Strategic Wealth Guidance | 4,649 | $67.3 萬 | 0.30% | −9−0.2% | 減碼 |
| Rock Creek Group, LP | 4,630 | $67.3 萬 | 0.10% | +993+27.3% | 加碼 |
| Fca Corp | 4,633 | $67.4 萬 | 0.25% | −44−0.9% | 減碼 |
| Sutton Place Investors LLC | 4,645 | $67.6 萬 | 0.94% | +42+0.9% | 加碼 |
| Davidson Investment Advisors | 4,648 | $67.6 萬 | 0.04% | 00.0% | 不變 |
| Inceptionr LLC | 4,654 | $67.7 萬 | 0.36% | +4,654 | 新進 |
| Diamant Asset Management, Inc. | 4,671 | $67.9 萬 | 0.52% | 00.0% | 不變 |
| ERTS Wealth Advisors, LLC | 4,678 | $68.0 萬 | 0.16% | +96+2.1% | 加碼 |
| Ullmann Financial Group, Inc. | 4,680 | $68.1 萬 | 0.14% | −11−0.2% | 減碼 |
| Forum Private Client Group LLC | 4,681 | $68.1 萬 | 0.39% | +14+0.3% | 加碼 |
| Requisite Capital Management, LLC | 4,688 | $68.2 萬 | 0.17% | 00.0% | 不變 |
| Derbend Asset Management | 4,694 | $68.3 萬 | 0.46% | +710+17.8% | 加碼 |
| Private Wealth Strategies, L.L.C. | 4,700 | $68.4 萬 | 0.16% | +68+1.5% | 加碼 |
| Weinberger Asset Management, Inc | 4,701 | $68.4 萬 | 0.38% | +306+7.0% | 加碼 |
| Red Wave Investments LLC | 4,719 | $68.6 萬 | 0.28% | +65+1.4% | 加碼 |
| Centurion Wealth Management LLC | 4,719 | $68.6 萬 | 0.33% | +172+3.8% | 加碼 |
| Axim Planning & Wealth | 4,720 | $68.6 萬 | 0.62% | +73+1.6% | 加碼 |
| GenWealth Group, Inc. | 4,729 | $68.8 萬 | 0.20% | 00.0% | 不變 |
| Wedge Capital Management L L P | 4,729 | $68.8 萬 | 0.01% | +2,290+93.9% | 加碼 |
| Triumph Capital Management | 4,736 | $68.9 萬 | 0.31% | −761−13.8% | 減碼 |
| MinichMacGregor Wealth Management, LLC | 4,742 | $69.0 萬 | 0.22% | −135−2.8% | 減碼 |
| Latitude Advisors, LLC | 4,749 | $69.1 萬 | 0.48% | −1,526−24.3% | 減碼 |
| Horizon Wealth Management, LLC | 4,760 | $69.2 萬 | 0.27% | +14+0.3% | 加碼 |
| Trinity Legacy Partners, LLC | 4,763 | $69.3 萬 | 0.24% | −190−3.8% | 減碼 |
| Paladin Advisory Group, LLC | 4,783 | $69.6 萬 | 0.56% | +13+0.3% | 加碼 |
| Wendell David Associates Inc | 4,804 | $69.9 萬 | 0.08% | −75−1.5% | 減碼 |
| Sweet Financial Partners, LLC | 4,812 | $70.0 萬 | 0.18% | −58−1.2% | 減碼 |
| Lee Financial Co | 4,820 | $70.1 萬 | 0.12% | −173−3.5% | 減碼 |
| Sovereign Financial Group, Inc. | 4,827 | $70.2 萬 | 0.23% | +306+6.8% | 加碼 |
| Vigilare Wealth Management | 4,838 | $70.4 萬 | 0.41% | −64−1.3% | 減碼 |
| Insight Advisors, LLC | 4,841 | $70.4 萬 | 0.16% | +427+9.7% | 加碼 |
| Hamilton Capital, LLC | 4,851 | $70.6 萬 | 0.05% | −752−13.4% | 減碼 |
| E Fund Management Co., Ltd. | 4,881 | $71.0 萬 | 0.06% | −583−10.7% | 減碼 |
| Financial Partners Group, Inc | 4,559 | $71.1 萬 | 0.14% | −568−11.1% | 減碼 |
| GPS Wealth Strategies Group, LLC | 4,892 | $71.1 萬 | 0.13% | −412−7.8% | 減碼 |
| Reston Wealth Management LLC | 4,907 | $71.4 萬 | 0.34% | +112+2.3% | 加碼 |
| Great Diamond Partners, LLC | 4,922 | $71.6 萬 | 0.19% | +59+1.2% | 加碼 |
| Retirement Planning Co of New England, Inc. | 4,930 | $71.7 萬 | 0.41% | +32+0.7% | 加碼 |
| CJM Wealth Advisers, Ltd. | 4,948 | $72.0 萬 | 0.37% | +20.0% | 加碼 |
| Benson Investment Management Company, Inc. | 4,950 | $72.0 萬 | 0.40% | 00.0% | 不變 |
| Taylor Hoffman Wealth Management | 4,954 | $72.1 萬 | 0.36% | 00.0% | 不變 |
| Tectonic Advisors LLC | 4,957 | $72.1 萬 | 0.09% | +1,030+26.2% | 加碼 |
| Flagstone Financial Management | 4,958 | $72.1 萬 | 0.34% | +206+4.3% | 加碼 |
| Michael B. Yongue | 4,962 | $72.2 萬 | 0.67% | −266−5.1% | 減碼 |
| Bay Rivers Group | 4,964 | $72.2 萬 | 0.54% | −560−10.1% | 減碼 |
| Landaas & Co | 4,955 | $72.4 萬 | 0.32% | +5+0.1% | 加碼 |
| Hofer & Associates. Inc | 4,979 | $72.4 萬 | 0.70% | −115−2.3% | 減碼 |
| Alliance Wealth Management Group | 4,991 | $72.6 萬 | 0.24% | −251−4.8% | 減碼 |
| Howard Financial Services, Ltd. | 4,996 | $72.7 萬 | 0.17% | +298+6.3% | 加碼 |
| JBF Capital, Inc. | 5,000 | $72.7 萬 | 0.15% | 00.0% | 不變 |
| Integral Investment Advisors, Inc. | 5,002 | $72.8 萬 | 0.49% | +15+0.3% | 加碼 |
| Pine Haven Investment Counsel, Inc | 5,009 | $72.9 萬 | 0.73% | +1,698+51.3% | 加碼 |
| Eagle Harbor Asset Management Inc | 5,020 | $73.0 萬 | 0.96% | 00.0% | 不變 |
| Rosenberg Matthew Hamilton | 5,026 | $73.1 萬 | 0.25% | −852−14.5% | 減碼 |
| Fairview Capital Investment Management, LLC | 5,045 | $73.4 萬 | 0.05% | −800−13.7% | 減碼 |
| Evolution Wealth Advisors, LLC | 5,050 | $73.4 萬 | 0.16% | +702+16.1% | 加碼 |
| Tranquilli Financial Advisor LLC | 5,061 | $73.6 萬 | 0.52% | +37+0.7% | 加碼 |
| Omnia Family Wealth, LLC | 5,064 | $73.7 萬 | 0.50% | +61+1.2% | 加碼 |
| Tributary Capital Management, LLC | 5,092 | $74.1 萬 | 0.07% | −150−2.9% | 減碼 |
| Market Street Wealth Management Advisors LLC | 5,097 | $74.1 萬 | 0.19% | +515+11.2% | 加碼 |
| Signature Estate & Investment Advisors LLC | 5,113 | $74.3 萬 | 0.02% | −90−1.7% | 減碼 |
| Narus Financial Partners, LLC | 5,122 | $74.5 萬 | 0.38% | −1,010−16.5% | 減碼 |
| Crewe Advisors LLC | 5,122 | $74.5 萬 | 0.10% | −461−8.3% | 減碼 |
| Capital Management Associates | 5,132 | $74.6 萬 | 1.10% | 00.0% | 不變 |
| Oxler Private Wealth LLC | 5,143 | $74.8 萬 | 0.36% | +89+1.8% | 加碼 |
| Security National Bank of So Dak | 5,166 | $75.1 萬 | 0.54% | +5,166 | 新進 |
| Alliance Wealth Advisors, LLC | 5,174 | $75.3 萬 | 0.54% | +207+4.2% | 加碼 |
| Harris Associates L P大師Oakmark（Harris Associates） | 5,175 | $75.3 萬 | 0.00% | −1,300−20.1% | 減碼 |
| Campion Asset Management LLC | 5,175 | $75.3 萬 | 0.67% | +110+2.2% | 加碼 |
| Kennedy Investment Group | 5,189 | $75.5 萬 | 0.44% | −487−8.6% | 減碼 |
| Private Capital Management LLC | 5,190 | $75.5 萬 | 0.22% | −622−10.7% | 減碼 |
| LVZ Advisors, Inc. | 5,198 | $75.6 萬 | 0.11% | −32−0.6% | 減碼 |
| Perritt Capital Management Inc | 5,198 | $75.6 萬 | 0.41% | 00.0% | 不變 |
| Drake & Associates, LLC | 5,210 | $75.8 萬 | 0.34% | +16+0.3% | 加碼 |
| Westside Investment Management, Inc. | 5,229 | $76.1 萬 | 0.21% | 00.0% | 不變 |
| Trust Co of Oklahoma | 5,231 | $76.1 萬 | 0.28% | −305−5.5% | 減碼 |
| Joule Financial, LLC | 5,231 | $76.1 萬 | 0.39% | +303+6.1% | 加碼 |
| Diligent Investors, LLC | 5,238 | $76.2 萬 | 0.23% | +188+3.7% | 加碼 |
| Eaton Financial Holdings Company, LLC | 5,240 | $76.2 萬 | 0.57% | −40−0.8% | 減碼 |
| One River Asset Management, LLC | 5,319 | $76.5 萬 | 0.61% | +317+6.3% | 加碼 |
| Menard Financial Group LLC | 5,265 | $76.6 萬 | 1.57% | −16−0.3% | 減碼 |
| Horan Securities, Inc. | 5,265 | $76.6 萬 | 0.32% | +1,568+42.4% | 加碼 |
| Gordian Capital Singapore Pte Ltd | 5,278 | $76.8 萬 | 1.07% | 00.0% | 不變 |
| Opal Wealth Advisors, LLC | 5,298 | $77.0 萬 | 0.38% | +1,925+57.1% | 加碼 |
| Black Diamond Financial, LLC | 5,298 | $77.1 萬 | 0.23% | −432−7.5% | 減碼 |