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 |
|---|---|---|---|---|---|
| Avitas Wealth Management LLC | 50,875 | $739.9 萬 | 1.34% | +455+0.9% | 加碼 |
| Smithbridge Asset Management Inc | 50,836 | $739.4 萬 | 1.73% | +214+0.4% | 加碼 |
| Goelzer Investment Management, Inc. | 50,688 | $737.2 萬 | 0.62% | +35+0.1% | 加碼 |
| American Money Management, LLC | 50,654 | $736.7 萬 | 1.84% | +240.0% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 50,649 | $736.6 萬 | 0.08% | −3,526−6.5% | 減碼 |
| Cyndeo Wealth Partners, LLC | 50,570 | $735.5 萬 | 0.77% | +1,581+3.2% | 加碼 |
| Baker Ellis Asset Management LLC | 50,521 | $734.8 萬 | 1.25% | +290+0.6% | 加碼 |
| Schulhoff & Co Inc | 50,494 | $734.4 萬 | 3.42% | −90−0.2% | 減碼 |
| Exchange Traded Concepts, LLC | 50,438 | $733.6 萬 | 0.18% | +1,803+3.7% | 加碼 |
| McGinn Investment Management, Inc. | 50,407 | $733.1 萬 | 5.30% | −170.0% | 減碼 |
| Commonwealth Retirement Investments LLC | 50,226 | $730.5 萬 | 4.07% | +1,234+2.5% | 加碼 |
| Bangor Savings Bank | 50,153 | $729.4 萬 | 0.83% | +363+0.7% | 加碼 |
| American National Bank | 49,964 | $726.7 萬 | 1.22% | −2,263−4.3% | 減碼 |
| EFG Asset Management (Americas) Corp. | 49,949 | $726.5 萬 | 1.68% | −3,768−7.0% | 減碼 |
| Efg Capital International Corp. | 49,949 | $726.5 萬 | 1.68% | +49,949 | 新進 |
| Brown Shipley& Co Ltd | 49,902 | $725.8 萬 | 2.97% | +3,017+6.4% | 加碼 |
| Mirador Capital Partners LP | 49,822 | $724.6 萬 | 1.72% | +956+2.0% | 加碼 |
| Quattro Financial Advisors LLC | 49,700 | $722.8 萬 | 2.87% | +47,700+2,385.0% | 加碼 |
| Whalerock Point Partners, LLC | 49,675 | $722.5 萬 | 2.45% | −211−0.4% | 減碼 |
| First Interstate Bank | 49,645 | $722.0 萬 | 0.60% | −2,441−4.7% | 減碼 |
| Spire Wealth Management | 49,537 | $720.5 萬 | 0.27% | −9,831−16.6% | 減碼 |
| Fairfield, Bush & Co. | 49,397 | $718.4 萬 | 1.98% | +2,087+4.4% | 加碼 |
| Douglass Winthrop Advisors, LLC | 49,392 | $718.4 萬 | 0.17% | −8,209−14.3% | 減碼 |
| Elk River Wealth Management, LLC | 49,193 | $715.5 萬 | 1.53% | −966−1.9% | 減碼 |
| American Trust | 49,089 | $714.0 萬 | 0.50% | −543−1.1% | 減碼 |
| GDS Wealth Management | 49,008 | $712.8 萬 | 1.16% | +1,800+3.8% | 加碼 |
| Wellington Shields & Co., LLC | 48,996 | $712.6 萬 | 1.68% | +917+1.9% | 加碼 |
| Essex Financial Services, Inc. | 48,907 | $711.3 萬 | 0.81% | −3,267−6.3% | 減碼 |
| Asset Dedication, LLC | 49,060 | $711.1 萬 | 0.61% | +2,948+6.4% | 加碼 |
| AlphaCore Capital LLC | 48,847 | $710.4 萬 | 1.14% | +27,622+130.1% | 加碼 |
| Burney Co | 48,822 | $710.1 萬 | 0.33% | −10,319−17.4% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 48,756 | $709.1 萬 | 0.69% | +23,987+96.8% | 加碼 |
| Harbour Capital Advisors, LLC | 48,248 | $707.4 萬 | 2.09% | −538−1.1% | 減碼 |
| Garland Capital Management Inc | 48,495 | $705.3 萬 | 4.74% | +275+0.6% | 加碼 |
| Adalta Capital Management LLC | 48,349 | $703.2 萬 | 4.70% | −361−0.7% | 減碼 |
| Private Trust Co NA | 47,760 | $694.6 萬 | 0.88% | +1,711+3.7% | 加碼 |
| Wintrust Investments LLC | 47,686 | $693.5 萬 | 0.70% | +47,686 | 新進 |
| Twinbeech Capital LP | 47,556 | $691.7 萬 | 0.14% | +47,556 | 新進 |
| Northwest Bancshares, Inc. | 47,449 | $690.1 萬 | 1.25% | +1,820+4.0% | 加碼 |
| Oxford Financial Group Ltd | 47,260 | $687.3 萬 | 0.65% | +8,288+21.3% | 加碼 |
| Financial Partners Group, LLC | 46,907 | $682.2 萬 | 3.43% | −336−0.7% | 減碼 |
| Graypoint LLC | 46,881 | $681.8 萬 | 0.68% | −6,511−12.2% | 減碼 |
| Western Wealth Management, LLC | 46,869 | $681.7 萬 | 0.58% | +1,717+3.8% | 加碼 |
| Equitable Trust Co | 46,743 | $679.8 萬 | 0.52% | −220.0% | 減碼 |
| Community Bank & Trust, Waco, Texas | 46,648 | $678.5 萬 | 2.04% | +46+0.1% | 加碼 |
| B & T Capital Management DBA Alpha Capital Management | 50,560 | $678.0 萬 | 1.70% | 00.0% | 不變 |
| Wittenberg Investment Management, Inc. | 46,615 | $678.0 萬 | 2.45% | −1,342−2.8% | 減碼 |
| Baader Bank INC | 46,633 | $677.5 萬 | 0.59% | +17,697+61.2% | 加碼 |
| Premier Fund Managers Ltd | 47,192 | $677.0 萬 | 0.27% | +4,055+9.4% | 加碼 |
| Jacobi Capital Management LLC | 46,548 | $677.0 萬 | 0.76% | +714+1.6% | 加碼 |
| Avantax Planning Partners, Inc. | 46,298 | $673.4 萬 | 0.27% | +1,164+2.6% | 加碼 |
| Harvey Capital Management Inc | 46,242 | $672.5 萬 | 2.47% | −10,410−18.4% | 減碼 |
| BDO Wealth Advisors, LLC | 46,224 | $672.3 萬 | 0.77% | +292+0.6% | 加碼 |
| Concorde Financial Corp | 46,186 | $671.7 萬 | 4.40% | −577−1.2% | 減碼 |
| McKinley Capital Management LLC /Delaware | 46,120 | $670.8 萬 | 0.90% | −1,550−3.3% | 減碼 |
| Kinneret Advisory, LLC | 46,094 | $670.4 萬 | 0.79% | 00.0% | 不變 |
| Cutler Group LP | 46,068 | $670.0 萬 | 1.58% | −8,790−16.0% | 減碼 |
| SevenBridge Financial Group, LLC | 46,053 | $669.8 萬 | 1.73% | −337−0.7% | 減碼 |
| Davy Global Fund Management Ltd | 46,051 | $669.8 萬 | 1.27% | +747+1.6% | 加碼 |
| WESPAC Advisors SoCal, LLC | 46,042 | $669.6 萬 | 2.29% | +211+0.5% | 加碼 |
| RiverFront Investment Group, LLC | 45,960 | $668.4 萬 | 0.22% | +44,115+2,391.1% | 加碼 |
| Ossiam | 45,897 | $667.5 萬 | 0.12% | −326,695−87.7% | 減碼 |
| Cornerstone Wealth Group, LLC | 45,883 | $667.3 萬 | 1.21% | −46−0.1% | 減碼 |
| QV Investors Inc. | 45,660 | $664.1 萬 | 0.60% | −2,220−4.6% | 減碼 |
| Stokes Capital Advisors, LLC | 45,495 | $661.7 萬 | 2.23% | +37+0.1% | 加碼 |
| Institutional & Family Asset Management, LLC | 45,219 | $657.7 萬 | 1.07% | −5,227−10.4% | 減碼 |
| Duncker Streett & Co Inc | 45,216 | $657.6 萬 | 1.47% | −308−0.7% | 減碼 |
| McRae Capital Management Inc | 45,210 | $657.5 萬 | 1.87% | −227−0.5% | 減碼 |
| Arjuna Capital | 45,087 | $655.7 萬 | 2.32% | +604+1.4% | 加碼 |
| Hodges Capital Management Inc. | 37,081 | $655.4 萬 | 0.38% | +1,006+2.8% | 加碼 |
| Ipswich Investment Management Co., Inc. | 45,031 | $654.9 萬 | 1.72% | −73−0.2% | 減碼 |
| Schechter Investment Advisors, LLC | 44,857 | $652.4 萬 | 0.59% | +763+1.7% | 加碼 |
| Frisch Financial Group, Inc. | 44,700 | $650.1 萬 | 3.12% | −6,587−12.8% | 減碼 |
| Abbrea Capital, LLC | 44,700 | $650.1 萬 | 1.00% | +1,542+3.6% | 加碼 |
| Pearl River Capital, LLC | 44,670 | $649.7 萬 | 1.05% | +44,670 | 新進 |
| Asset Planning Services Inc | 44,642 | $649.3 萬 | 4.00% | −325−0.7% | 減碼 |
| Parthenon LLC | 44,519 | $647.5 萬 | 0.94% | −1,175−2.6% | 減碼 |
| Intrust Bank NA | 44,428 | $646.2 萬 | 0.78% | +227+0.5% | 加碼 |
| Selway Asset Management | 44,412 | $645.9 萬 | 2.84% | −120−0.3% | 減碼 |
| DT Investment Partners, LLC | 41,068 | $645.5 萬 | 0.73% | +81+0.2% | 加碼 |
| Dividend Assets Capital, LLC | 44,349 | $645.0 萬 | 1.33% | +10,438+30.8% | 加碼 |
| Arkadios Wealth Advisors | 44,298 | $644.3 萬 | 0.75% | +1,008+2.3% | 加碼 |
| Stevens Capital Management LP | 44,282 | $644.0 萬 | 1.32% | +44,282 | 新進 |
| Buckingham Capital Management, Inc. | 44,277 | $644.0 萬 | 0.96% | −453−1.0% | 減碼 |
| Souders Financial Advisors | 44,270 | $643.9 萬 | 1.23% | −1,909−4.1% | 減碼 |
| Boyd Watterson Asset Management LLC | 44,253 | $643.6 萬 | 2.56% | +708+1.6% | 加碼 |
| McDonald Partners LLC | 44,214 | $643.1 萬 | 1.96% | +796+1.8% | 加碼 |
| Magnus Financial Group LLC | 44,065 | $640.9 萬 | 0.91% | +1,198+2.8% | 加碼 |
| Peterson Wealth Services | 43,836 | $637.3 萬 | 3.06% | +1,390+3.3% | 加碼 |
| RPG Investment Advisory, LLC | 43,742 | $636.2 萬 | 1.10% | −37,359−46.1% | 減碼 |
| Flagship Harbor Advisors, LLC | 43,734 | $636.1 萬 | 0.53% | +1,361+3.2% | 加碼 |
| Granite Investment Partners, LLC | 43,609 | $634.2 萬 | 0.25% | −754−1.7% | 減碼 |
| DFPG Investments, LLC | 41,066 | $633.4 萬 | 0.57% | +6,491+18.8% | 加碼 |
| Brown Miller Wealth Management, LLC | 43,497 | $632.6 萬 | 3.41% | +268+0.6% | 加碼 |
| Alpha Omega Wealth Management LLC | 43,381 | $630.9 萬 | 1.07% | −1,498−3.3% | 減碼 |
| Baker Tilly Wealth Management, LLC | 43,284 | $629.5 萬 | 0.66% | −1,746−3.9% | 減碼 |
| Global Wealth Management Investment Advisory, Inc. | 43,179 | $628.0 萬 | 1.72% | +1,095+2.6% | 加碼 |
| Wealthcare Advisory Partners LLC | 43,122 | $627.2 萬 | 0.28% | +150+0.3% | 加碼 |
| Hixon Zuercher, LLC | 43,015 | $625.6 萬 | 3.15% | +1,055+2.5% | 加碼 |
| Dana Investment Advisors, Inc. | 42,769 | $622.0 萬 | 0.31% | −1,304−3.0% | 減碼 |