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 |
|---|---|---|---|---|---|
| Meritage Portfolio Management | 60,338 | $877.6 萬 | 0.62% | −3,327−5.2% | 減碼 |
| Zuckerman Investment Group, LLC | 60,188 | $875.4 萬 | 1.25% | −179−0.3% | 減碼 |
| Lynch & Associates | 60,053 | $873.4 萬 | 2.23% | +244+0.4% | 加碼 |
| Plimoth Trust Co LLC | 60,043 | $873.3 萬 | 2.61% | −59−0.1% | 減碼 |
| Stolper Co | 60,019 | $872.9 萬 | 3.67% | −230.0% | 減碼 |
| Mark Stevens | 60,002 | $872.7 萬 | 1.12% | +2,923+5.1% | 加碼 |
| Nwi Management LP | 60,000 | $872.6 萬 | 2.49% | 00.0% | 不變 |
| XML Financial, LLC | 59,972 | $872.2 萬 | 1.01% | +584+1.0% | 加碼 |
| Lakeview Capital Partners, LLC | 59,921 | $871.5 萬 | 1.62% | +7,670+14.7% | 加碼 |
| Verition Fund Management LLC | 59,898 | $871.2 萬 | 0.14% | −26,122−30.4% | 減碼 |
| Soltis Investment Advisors LLC | 59,696 | $868.2 萬 | 1.01% | +4,085+7.3% | 加碼 |
| Radnor Capital Management, LLC | 59,344 | $863.1 萬 | 3.69% | +2,861+5.1% | 加碼 |
| Wolverine Trading, LLC | 59,999 | $860.6 萬 | 0.12% | +9,709+19.3% | 加碼 |
| Perennial Advisors, LLC | 59,116 | $859.8 萬 | 2.19% | +1,164+2.0% | 加碼 |
| Greenwood Capital Associates LLC | 58,866 | $856.1 萬 | 1.20% | −12,310−17.3% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 58,693 | $853.6 萬 | 1.12% | −1,919−3.2% | 減碼 |
| First Hawaiian Bank | 58,669 | $853.3 萬 | 0.28% | +3,155+5.7% | 加碼 |
| Barometer Capital Management Inc. | 59,058 | $853.1 萬 | 2.28% | −2,530−4.1% | 減碼 |
| Pathstone Family Office, LLC | 61,645 | $851.9 萬 | 0.12% | +942+1.6% | 加碼 |
| Miracle Mile Advisors, LLC | 58,539 | $851.4 萬 | 0.26% | +783+1.4% | 加碼 |
| Bard Financial Services, Inc. | 58,465 | $850.3 萬 | 0.65% | −475−0.8% | 減碼 |
| First Western Trust Bank | 58,311 | $848.1 萬 | 0.41% | −511−0.9% | 減碼 |
| Cyrus J. Lawrence, LLC | 58,082 | $844.7 萬 | 2.42% | +1,038+1.8% | 加碼 |
| Boyar Asset Management Inc. | 57,978 | $843.2 萬 | 6.24% | −137−0.2% | 減碼 |
| Terry L. Blaker | 57,881 | $841.8 萬 | 0.71% | −1,358−2.3% | 減碼 |
| Summit Global Investments | 57,819 | $840.9 萬 | 0.56% | +9,323+19.2% | 加碼 |
| Mengis Capital Management, Inc. | 57,799 | $840.6 萬 | 1.68% | +734+1.3% | 加碼 |
| Fulcrum Capital LLC | 57,721 | $839.5 萬 | 2.21% | −1,931−3.2% | 減碼 |
| Sigma Investment Counselors Inc | 57,668 | $838.7 萬 | 0.62% | −105−0.2% | 減碼 |
| Princeton Global Asset Management LLC | 57,582 | $837.5 萬 | 2.45% | −6,015−9.5% | 減碼 |
| Evexia Wealth LLC | 53,391 | $837.3 萬 | 4.02% | −749−1.4% | 減碼 |
| Fundamentun, LLC | 57,560 | $837.2 萬 | 1.28% | +3,210+5.9% | 加碼 |
| Covington Investment Advisors Inc. | 57,478 | $836.0 萬 | 1.67% | +6,655+13.1% | 加碼 |
| Paradiem, LLC | 57,266 | $832.9 萬 | 2.37% | 00.0% | 不變 |
| Harrell Investment Partners, LLC | 57,153 | $831.2 萬 | 2.82% | +579+1.0% | 加碼 |
| Apriem Advisors | 57,079 | $830.2 萬 | 1.24% | −447−0.8% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 57,037 | $829.5 萬 | 0.53% | +2,194+4.0% | 加碼 |
| HGK Asset Management Inc | 56,951 | $828.3 萬 | 2.63% | −4,316−7.0% | 減碼 |
| Independent Investors Inc | 56,949 | $828.3 萬 | 1.92% | 00.0% | 不變 |
| Family Capital Trust Co | 56,644 | $823.8 萬 | 2.87% | −77−0.1% | 減碼 |
| Hyperion Capital Advisors LP | 56,624 | $823.5 萬 | 4.47% | −8,000−12.4% | 減碼 |
| Walter & Keenan Financial Consulting Co | 56,583 | $822.9 萬 | 3.02% | −980−1.7% | 減碼 |
| NatWest Group plc | 56,525 | $822.1 萬 | 4.27% | −715−1.2% | 減碼 |
| M&R Capital Management Inc | 56,572 | $821.6 萬 | 2.14% | +663+1.2% | 加碼 |
| Amica Mutual Insurance Co | 56,456 | $821.1 萬 | 0.93% | −22,264−28.3% | 減碼 |
| River Wealth Advisors LLC | 56,281 | $818.6 萬 | 1.39% | +1,802+3.3% | 加碼 |
| Hartford Financial Management Inc. | 56,208 | $817.5 萬 | 2.02% | −1,721−3.0% | 減碼 |
| Martin Capital Partners, LLC | 56,202 | $817.4 萬 | 3.32% | −1,085−1.9% | 減碼 |
| IHT Wealth Management, LLC | 55,973 | $814.1 萬 | 0.42% | +3,632+6.9% | 加碼 |
| Pittenger & Anderson Inc | 55,859 | $812.4 萬 | 0.39% | +417+0.8% | 加碼 |
| EagleClaw Capital Managment, LLC | 55,735 | $810.6 萬 | 1.86% | +508+0.9% | 加碼 |
| Next Level Private LLC | 55,699 | $808.5 萬 | 5.23% | +1,568+2.9% | 加碼 |
| Wright Investors Service Inc | 55,310 | $804.4 萬 | 2.27% | −3,367−5.7% | 減碼 |
| Ballast Advisors LLC | 55,213 | $803.0 萬 | 3.02% | +465+0.8% | 加碼 |
| Merit Financial Group, LLC | 55,191 | $802.7 萬 | 0.26% | +45+0.1% | 加碼 |
| Chicago Capital, LLC | 55,178 | $802.5 萬 | 0.36% | −5,890−9.6% | 減碼 |
| Capstone Financial Advisors, Inc. | 54,985 | $799.7 萬 | 0.60% | +563+1.0% | 加碼 |
| Compass Wealth Management LLC | 54,807 | $797.1 萬 | 2.41% | +180+0.3% | 加碼 |
| Cardinal Capital Management | 54,525 | $793.0 萬 | 1.60% | +315+0.6% | 加碼 |
| Sumitomo Life Insurance Co | 54,439 | $791.8 萬 | 0.35% | −3,576−6.2% | 減碼 |
| Mitchell Capital Management Co | 54,335 | $790.2 萬 | 1.81% | +11,727+27.5% | 加碼 |
| Rench Wealth Management, Inc. | 53,961 | $784.8 萬 | 3.44% | +1,256+2.4% | 加碼 |
| Gotham Asset Management, LLC | 53,932 | $784.4 萬 | 0.17% | −4,497−7.7% | 減碼 |
| Ascent Group, LLC | 50,292 | $784.0 萬 | 0.86% | +5,600+12.5% | 加碼 |
| PFG Advisors | 53,700 | $781.0 萬 | 0.59% | +198+0.4% | 加碼 |
| Arrow Financial Corp | 53,599 | $779.5 萬 | 0.94% | −3,075−5.4% | 減碼 |
| Old Second National Bank of Aurora | 53,591 | $779.4 萬 | 2.25% | −2,083−3.7% | 減碼 |
| Stony Point Wealth Management Inc. | 53,576 | $779.2 萬 | 3.88% | −143−0.3% | 減碼 |
| Ritholtz Wealth Management | 53,536 | $778.6 萬 | 0.35% | +7,504+16.3% | 加碼 |
| Wealth Advisory Solutions, LLC | 53,438 | $777.2 萬 | 2.07% | −382−0.7% | 減碼 |
| Cutler Investment Counsel LLC | 53,234 | $774.2 萬 | 1.17% | −251−0.5% | 減碼 |
| Capital Analysts, LLC | 53,137 | $772.8 萬 | 0.43% | +13,165+32.9% | 加碼 |
| Bernzott Capital Advisors | 53,054 | $771.6 萬 | 1.67% | −1,423−2.6% | 減碼 |
| Shorepoint Capital Partners LLC | 53,042 | $771.4 萬 | 2.17% | +4,266+8.7% | 加碼 |
| Marietta Wealth Management, LLC | 53,030 | $771.3 萬 | 1.45% | +1,082+2.1% | 加碼 |
| AMG National Trust Bank | 53,000 | $770.8 萬 | 0.26% | −984−1.8% | 減碼 |
| Pacific Global Investment Management CO | 52,708 | $766.6 萬 | 1.58% | +422+0.8% | 加碼 |
| Brave Asset Management Inc | 52,533 | $764.0 萬 | 2.24% | −113−0.2% | 減碼 |
| KG&L Capital Management,LLC | 52,448 | $762.8 萬 | 3.66% | −316−0.6% | 減碼 |
| Citizens Business Bank | 52,359 | $761.5 萬 | 1.70% | −6,427−10.9% | 減碼 |
| Meeder Advisory Services, Inc. | 52,141 | $758.3 萬 | 0.82% | +2,296+4.6% | 加碼 |
| Bray Capital Advisors | 52,104 | $757.8 萬 | 2.27% | −2,169−4.0% | 減碼 |
| Intact Investment Management Inc. | 52,100 | $757.7 萬 | 0.31% | −12,000−18.7% | 減碼 |
| Dean Investment Associates, LLC | 52,062 | $757.2 萬 | 1.23% | +13,656+35.6% | 加碼 |
| Aviance Capital Partners, LLC | 51,922 | $755.2 萬 | 1.60% | +474+0.9% | 加碼 |
| Fulton Bank, N.A. | 51,916 | $755.1 萬 | 0.37% | +3,171+6.5% | 加碼 |
| Ascent Wealth Partners, LLC | 52,552 | $754.3 萬 | 1.33% | +4,722+9.9% | 加碼 |
| NBW Capital LLC | 51,856 | $754.2 萬 | 1.76% | +49,224+1,870.2% | 加碼 |
| Harbor Investment Advisory, LLC | 65,563 | $753.5 萬 | 1.05% | +14,034+27.2% | 加碼 |
| Leonteq Securities AG | 51,809 | $753.5 萬 | 0.77% | +41,614+408.2% | 加碼 |
| Redmond Asset Management, LLC | 51,749 | $752.6 萬 | 2.44% | +132+0.3% | 加碼 |
| Gibraltar Capital Management, Inc. | 51,741 | $752.5 萬 | 3.33% | −684−1.3% | 減碼 |
| Castleark Management LLC | 51,730 | $752.4 萬 | 0.34% | +51,730 | 新進 |
| Rocky Mountain Advisers, LLC | 57,440 | $748.5 萬 | 3.99% | 00.0% | 不變 |
| Bridge Creek Capital Management LLC | 51,435 | $748.1 萬 | 2.68% | +145+0.3% | 加碼 |
| Roundview Capital LLC | 51,353 | $746.9 萬 | 0.73% | +1,629+3.3% | 加碼 |
| Nations Financial Group Inc, | 51,337 | $746.7 萬 | 0.73% | −316−0.6% | 減碼 |
| Meridian Wealth Advisors, LLC | 51,074 | $742.8 萬 | 1.80% | +882+1.8% | 加碼 |
| Geneos Wealth Management Inc. | 50,991 | $741.6 萬 | 0.39% | +6,264+14.0% | 加碼 |
| Baldwin Investment Management, LLC | 50,991 | $741.6 萬 | 1.22% | +311+0.6% | 加碼 |