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 |
|---|---|---|---|---|---|
| Allied Investment Advisors, LLC | 72,855 | $1,060 萬 | 3.07% | +1,972+2.8% | 加碼 |
| Boston Financial Mangement LLC | 72,716 | $1,058 萬 | 0.38% | +4,016+5.8% | 加碼 |
| Cypress Capital Group | 72,702 | $1,057 萬 | 1.53% | +7,447+11.4% | 加碼 |
| Cohen Klingenstein LLC | 72,700 | $1,057 萬 | 0.46% | 00.0% | 不變 |
| Eagle Ridge Investment Management | 72,360 | $1,052 萬 | 1.10% | −4,341−5.7% | 減碼 |
| Sompo Asset Management Co., Ltd. | 72,230 | $1,051 萬 | 1.96% | +15,830+28.1% | 加碼 |
| Sumitomo Mitsui Financial Group, Inc. | 72,214 | $1,050 萬 | 0.33% | +2,068+2.9% | 加碼 |
| Holowesko Partners Ltd. | 72,100 | $1,049 萬 | 4.59% | +20,000+38.4% | 加碼 |
| Ally Financial Inc. | 72,000 | $1,047 萬 | 1.46% | 00.0% | 不變 |
| Griffin Asset Management, Inc. | 71,701 | $1,043 萬 | 1.41% | −125−0.2% | 減碼 |
| Sowell Financial Services LLC | 71,673 | $1,042 萬 | 0.58% | +13,105+22.4% | 加碼 |
| Caldwell Trust Co | 71,369 | $1,038 萬 | 1.35% | +60+0.1% | 加碼 |
| Country Club Bank | 72,320 | $1,037 萬 | 0.82% | −3,800−5.0% | 減碼 |
| Legacy Private Trust Co. | 71,068 | $1,034 萬 | 0.85% | −1,918−2.6% | 減碼 |
| Pettee Investors, Inc. | 70,984 | $1,032 萬 | 4.67% | +577+0.8% | 加碼 |
| Woodstock Corp | 70,889 | $1,031 萬 | 1.22% | +400+0.6% | 加碼 |
| Everence Capital Management Inc | 75,425 | $1,024 萬 | 0.83% | 00.0% | 不變 |
| NewSquare Capital LLC | 70,209 | $1,021 萬 | 1.06% | +24,552+53.8% | 加碼 |
| Ropes Wealth Advisors LLC | 70,178 | $1,021 萬 | 1.69% | +2,508+3.7% | 加碼 |
| Siemens Fonds Invest GmbH | 70,342 | $1,018 萬 | 0.99% | 00.0% | 不變 |
| Genus Capital Management Inc. | 69,995 | $1,018 萬 | 1.50% | +69,995 | 新進 |
| Community Bank of Raymore | 69,976 | $1,018 萬 | 4.40% | −7,621−9.8% | 減碼 |
| Motley Fool Asset Management LLC | 69,877 | $1,016 萬 | 0.90% | +5,267+8.2% | 加碼 |
| Schonfeld Strategic Advisors LLC | 69,708 | $1,014 萬 | 0.09% | +52,454+304.0% | 加碼 |
| Journey Advisory Group, LLC | 69,601 | $1,012 萬 | 1.51% | +2,035+3.0% | 加碼 |
| Buckley Wealth Management, LLC | 69,517 | $1,011 萬 | 3.44% | −251−0.4% | 減碼 |
| Pettyjohn, Wood & White, Inc | 69,474 | $1,010 萬 | 2.37% | +594+0.9% | 加碼 |
| PEAK6 Investments LLC | 69,453 | $1,010 萬 | 0.86% | −51,059−42.4% | 減碼 |
| Baldwin Brothers Inc | 69,266 | $1,007 萬 | 0.83% | +6,517+10.4% | 加碼 |
| Freemont Management S.A. | 69,100 | $1,005 萬 | 1.26% | 00.0% | 不變 |
| Procyon Private Wealth Partners, LLC | 69,075 | $1,005 萬 | 1.26% | +14,628+26.9% | 加碼 |
| Camden Capital, LLC | 68,960 | $1,003 萬 | 1.14% | +3,206+4.9% | 加碼 |
| Altrafin AG | 68,906 | $1,002 萬 | 4.50% | −5,268−7.1% | 減碼 |
| Dynamic Advisor Solutions LLC | 68,692 | $999.1 萬 | 0.52% | +2,883+4.4% | 加碼 |
| Global Retirement Partners, LLC | 68,636 | $998.2 萬 | 0.49% | +5,928+9.5% | 加碼 |
| Wellington Shields Capital Management, LLC | 68,483 | $996.0 萬 | 1.22% | −104,881−60.5% | 減碼 |
| Tompkins Financial Corp | 68,432 | $995.3 萬 | 1.56% | −2,809−3.9% | 減碼 |
| Xcel Wealth Management, LLC | 68,413 | $995.0 萬 | 3.14% | −425−0.6% | 減碼 |
| Foundations Investment Advisors, LLC | 68,303 | $993.4 萬 | 0.33% | +6,803+11.1% | 加碼 |
| Vestcor Inc | 68,254 | $992.7 萬 | 0.36% | −1,047−1.5% | 減碼 |
| JCIC Asset Management Inc. | 68,056 | $989.8 萬 | 4.49% | −3,850−5.4% | 減碼 |
| Vinva Investment Management Ltd | 68,952 | $989.0 萬 | 0.87% | −6,695−8.9% | 減碼 |
| Axxcess Wealth Management, LLC | 67,771 | $985.7 萬 | 0.71% | −23,002−25.3% | 減碼 |
| DuPont Capital Management Corp | 67,634 | $983.7 萬 | 0.48% | +186+0.3% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 67,591 | $983.0 萬 | 0.63% | +9,000+15.4% | 加碼 |
| Edge Capital Group, LLC | 67,369 | $979.8 萬 | 0.56% | −38,586−36.4% | 減碼 |
| Barbara Oil Co. | 67,000 | $974.4 萬 | 4.47% | 00.0% | 不變 |
| Texas Capital Bank Wealth Management Services Inc | 66,799 | $971.5 萬 | 1.04% | +412+0.6% | 加碼 |
| Graves-Light Private Wealth Management, Inc. | 66,687 | $969.9 萬 | 1.31% | −1,177−1.7% | 減碼 |
| Stokes Family Office, LLC | 66,623 | $969.0 萬 | 1.12% | +1,953+3.0% | 加碼 |
| One Capital Management, LLC | 66,484 | $966.9 萬 | 0.44% | +523+0.8% | 加碼 |
| Naples Global Advisors, LLC | 66,010 | $960.1 萬 | 1.13% | +1,816+2.8% | 加碼 |
| Buffington Mohr McNeal | 65,525 | $953.0 萬 | 2.06% | −3,550−5.1% | 減碼 |
| Toroso Investments, LLC | 65,429 | $951.9 萬 | 0.28% | +12,065+22.6% | 加碼 |
| Laurel Wealth Advisors LLC | 65,395 | $951.1 萬 | 1.92% | −1,674−2.5% | 減碼 |
| Invictus Private Wealth, LLC | 65,241 | $948.9 萬 | 1.02% | −899−1.4% | 減碼 |
| Ar Asset Management Inc | 65,231 | $948.7 萬 | 2.55% | −2,200−3.3% | 減碼 |
| Mount Yale Investment Advisors, LLC | 65,097 | $946.8 萬 | 1.00% | −4,106−5.9% | 減碼 |
| Farmers National Bank | 65,008 | $945.5 萬 | 3.23% | −899−1.4% | 減碼 |
| Bank of Hawaii | 64,859 | $943.3 萬 | 0.52% | −224−0.3% | 減碼 |
| Visionary Wealth Advisors | 64,828 | $942.9 萬 | 0.75% | −888−1.4% | 減碼 |
| Dorchester Wealth Management Co | 64,789 | $942.3 萬 | 1.92% | −430−0.7% | 減碼 |
| Constitution Capital LLC | 64,403 | $936.7 萬 | 5.33% | −154−0.2% | 減碼 |
| Wells Trecaso Financial Group, LLC | 64,351 | $935.9 萬 | 4.03% | +297+0.5% | 加碼 |
| Clough Capital Partners L P | 64,200 | $933.7 萬 | 0.94% | +1,700+2.7% | 加碼 |
| Hills Bank & Trust Co | 64,180 | $933.4 萬 | 1.20% | −782−1.2% | 減碼 |
| Alerus Financial NA | 64,133 | $932.8 萬 | 0.79% | +2,192+3.5% | 加碼 |
| Live Oak Private Wealth LLC | 64,111 | $932.4 萬 | 1.86% | +205+0.3% | 加碼 |
| Signaturefd, LLC | 64,077 | $931.9 萬 | 0.24% | +2,921+4.8% | 加碼 |
| Ballentine Partners, LLC | 63,959 | $930.2 萬 | 0.21% | +2,151+3.5% | 加碼 |
| Beverly Hills Private Wealth, LLC | 59,244 | $924.3 萬 | 1.52% | +20,856+54.3% | 加碼 |
| Greystone Financial Group, LLC | 63,485 | $923.3 萬 | 2.14% | +26,671+72.4% | 加碼 |
| Boston Family Office LLC | 63,358 | $921.4 萬 | 0.71% | −57−0.1% | 減碼 |
| Hoertkorn Richard Charles | 63,298 | $920.6 萬 | 4.43% | −125−0.2% | 減碼 |
| Skylands Capital, LLC | 63,250 | $919.9 萬 | 1.32% | −1,600−2.5% | 減碼 |
| Thoroughbred Financial Services, LLC | 63,240 | $919.7 萬 | 1.21% | +815+1.3% | 加碼 |
| Inlet Private Wealth, LLC | 63,106 | $917.8 萬 | 2.32% | −100−0.2% | 減碼 |
| Buckingham Strategic Wealth, LLC | 63,062 | $917.2 萬 | 0.13% | +1,847+3.0% | 加碼 |
| Fagan Associates, Inc. | 62,615 | $910.7 萬 | 2.21% | −540−0.9% | 減碼 |
| Foster & Motley Inc | 62,599 | $910.4 萬 | 0.71% | +11,399+22.3% | 加碼 |
| Tower Research Capital LLC (TRC) | 62,442 | $908.2 萬 | 0.30% | +41+0.1% | 加碼 |
| Red Door Wealth Management, LLC | 62,372 | $907.1 萬 | 2.01% | +9,561+18.1% | 加碼 |
| Carmel Capital Management L.L.C. | 62,353 | $906.9 萬 | 4.71% | +600+1.0% | 加碼 |
| Bridgecreek Investment Management, LLC | 62,315 | $906.3 萬 | 1.74% | −875−1.4% | 減碼 |
| Waycross Partners, LLC | 62,299 | $906.1 萬 | 1.97% | +13,409+27.4% | 加碼 |
| Sara-Bay Financial | 62,268 | $905.6 萬 | 4.40% | −218−0.3% | 減碼 |
| Venator Management LLC | 62,235 | $905.1 萬 | 3.30% | −75−0.1% | 減碼 |
| Boyer & Corporon Wealth Management, LLC | 62,218 | $904.9 萬 | 2.98% | +68+0.1% | 加碼 |
| D L Carlson Investment Group Inc | 62,086 | $903.0 萬 | 1.72% | +4,894+8.6% | 加碼 |
| Moody National Bank Trust Division | 62,007 | $901.8 萬 | 0.62% | −469−0.8% | 減碼 |
| Northern Oak Wealth Management Inc | 61,898 | $900.3 萬 | 1.07% | −9,388−13.2% | 減碼 |
| Symmetry Partners, LLC | 61,619 | $896.2 萬 | 0.47% | +4,289+7.5% | 加碼 |
| BancorpSouth Bank | 61,517 | $894.7 萬 | 0.78% | +93+0.2% | 加碼 |
| Stratos Wealth Advisors, LLC | 61,375 | $892.6 萬 | 0.63% | −369−0.6% | 減碼 |
| David Loasby | 61,862 | $885.9 萬 | 0.97% | −1,267−2.0% | 減碼 |
| Cypress Asset Management Inc | 60,531 | $884.5 萬 | 2.85% | −1,271−2.1% | 減碼 |
| Pioneer Trust Bank N A | 60,810 | $884.4 萬 | 2.55% | −411−0.7% | 減碼 |
| Camden National Bank | 60,691 | $882.7 萬 | 1.73% | −505−0.8% | 減碼 |
| Royal Fund Management, LLC | 60,562 | $880.8 萬 | 1.24% | +92+0.2% | 加碼 |
| Veriti Management LLC | 60,345 | $877.7 萬 | 0.98% | +2,351+4.1% | 加碼 |