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 |
|---|---|---|---|---|---|
| Beacon Financial Group | 43,334 | $621.5 萬 | 0.84% | −738−1.7% | 減碼 |
| Strategic Wealth Partners, Ltd. | 42,689 | $620.9 萬 | 0.80% | +417+1.0% | 加碼 |
| Canal Capital Management, LLC | 42,596 | $619.5 萬 | 1.25% | −119−0.3% | 減碼 |
| Concentric Wealth Management, LLC | 42,582 | $619.3 萬 | 1.97% | −384−0.9% | 減碼 |
| DoubleLine ETF Adviser LP | 42,441 | $617.3 萬 | 2.28% | +9,120+27.4% | 加碼 |
| DCM Advisors, LLC | 42,424 | $617.0 萬 | 2.64% | −29−0.1% | 減碼 |
| Harbour Investments, Inc. | 42,400 | $616.7 萬 | 0.31% | +700+1.7% | 加碼 |
| Joel Isaacson & Co., LLC | 42,364 | $616.1 萬 | 0.41% | +351+0.8% | 加碼 |
| Farmers & Merchants Trust Co of Long Beach | 42,358 | $616.1 萬 | 1.65% | −223−0.5% | 減碼 |
| Sitrin Capital Management LLC | 42,344 | $615.9 萬 | 3.46% | +6,124+16.9% | 加碼 |
| ExodusPoint Capital Management, LP | 42,332 | $615.7 萬 | 0.07% | −109,676−72.2% | 減碼 |
| John G Ullman & Associates Inc | 42,254 | $614.5 萬 | 0.95% | −86−0.2% | 減碼 |
| Strategic Advisors LLC | 42,194 | $613.7 萬 | 1.17% | −1,909−4.3% | 減碼 |
| Hilton Capital Management, LLC | 42,067 | $611.8 萬 | 0.73% | +42,067 | 新進 |
| Berkshire Bank | 42,030 | $611.3 萬 | 1.69% | −233−0.6% | 減碼 |
| Buck Wealth Strategies, LLC | 41,966 | $610.4 萬 | 2.65% | +2,352+5.9% | 加碼 |
| Monticello Wealth Management, LLC | 41,952 | $610.2 萬 | 0.63% | −104−0.2% | 減碼 |
| Shepherd Financial Partners LLC | 41,944 | $610.0 萬 | 0.95% | +1,065+2.6% | 加碼 |
| Sage Mountain Advisors LLC | 41,929 | $609.8 萬 | 0.87% | +561+1.4% | 加碼 |
| Quadrant Capital Group LLC | 41,769 | $607.5 萬 | 0.60% | +338+0.8% | 加碼 |
| First Nebraska Trust Co | 41,757 | $607.3 萬 | 0.73% | +39+0.1% | 加碼 |
| Peloton Wealth Strategists | 41,733 | $607.0 萬 | 2.69% | −128−0.3% | 減碼 |
| Howland Capital Management LLC | 41,682 | $606.2 萬 | 0.35% | −656−1.5% | 減碼 |
| Laidlaw Wealth Management LLC | 41,681 | $606.2 萬 | 1.19% | +3,782+10.0% | 加碼 |
| Patton Albertson Miller Group, LLC | 41,667 | $606.0 萬 | 1.17% | −299−0.7% | 減碼 |
| Principal Street Partners, LLC | 41,658 | $605.9 萬 | 1.44% | −1,832−4.2% | 減碼 |
| Empire Financial Management Company, LLC | 41,619 | $605.3 萬 | 2.41% | +66+0.2% | 加碼 |
| Citizens National Bank Trust Department | 41,523 | $603.9 萬 | 1.60% | −3,990−8.8% | 減碼 |
| Guyasuta Investment Advisors Inc | 41,503 | $603.6 萬 | 0.45% | −882−2.1% | 減碼 |
| Mandatum Life Insurance Co Ltd | 41,502 | $603.6 萬 | 2.50% | 00.0% | 不變 |
| Andra AP-fonden | 41,500 | $603.6 萬 | 0.15% | −5,800−12.3% | 減碼 |
| City Holding Co | 41,469 | $603.1 萬 | 1.04% | −932−2.2% | 減碼 |
| Providence Capital Advisors, LLC | 41,461 | $603.0 萬 | 1.53% | +54+0.1% | 加碼 |
| Argyle Capital Management Inc. | 41,327 | $601.1 萬 | 2.17% | −1,550−3.6% | 減碼 |
| Bradley & Co. Private Wealth Management, LLC | 41,319 | $601.0 萬 | 5.95% | +993+2.5% | 加碼 |
| Traynor Capital Management, Inc. | 41,210 | $599.4 萬 | 0.77% | −1,344−3.2% | 減碼 |
| Concentric Capital Strategies, LP | 41,140 | $598.3 萬 | 1.28% | +41,140 | 新進 |
| RBF Capital, LLC | 41,000 | $596.3 萬 | 0.37% | 00.0% | 不變 |
| Unison Asset Management LLC | 40,987 | $596.1 萬 | 3.98% | +759+1.9% | 加碼 |
| Parkwood LLC | 40,859 | $594.3 萬 | 1.08% | −1,955−4.6% | 減碼 |
| Waldron Private Wealth LLC | 40,720 | $592.2 萬 | 0.30% | −1,760−4.1% | 減碼 |
| Desjardins Global Asset Management Inc. | 40,566 | $589.9 萬 | 0.68% | +7,317+22.0% | 加碼 |
| Davis-Rea Ltd. | 40,465 | $588.5 萬 | 3.30% | −23,258−36.5% | 減碼 |
| Opus Investment Management Inc | 40,350 | $586.9 萬 | 2.11% | 00.0% | 不變 |
| Chronos Wealth Management, LLC | 40,231 | $585.1 萬 | 4.05% | +62+0.2% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 40,158 | $584.1 萬 | 0.38% | +610+1.5% | 加碼 |
| Parcion Private Wealth LLC | 40,145 | $583.9 萬 | 0.59% | +671+1.7% | 加碼 |
| Kavar Capital Partners Group, LLC | 40,101 | $583.2 萬 | 1.24% | +2,079+5.5% | 加碼 |
| Hohimer Wealth Management, LLC | 40,090 | $583.1 萬 | 1.61% | −1,325−3.2% | 減碼 |
| Van Strum & Towne Inc. | 40,050 | $582.5 萬 | 2.41% | −90−0.2% | 減碼 |
| Bristlecone Advisors, LLC | 40,038 | $582.3 萬 | 0.59% | −566−1.4% | 減碼 |
| LVW Advisors, LLC | 40,008 | $581.9 萬 | 1.17% | −6,420−13.8% | 減碼 |
| Schmidt P J Investment Management Inc | 37,075 | $581.4 萬 | 1.16% | −167−0.4% | 減碼 |
| Confluence Wealth Services, Inc. | 39,934 | $580.8 萬 | 1.24% | −1,016−2.5% | 減碼 |
| Summit Trail Advisors, LLC | 39,795 | $578.8 萬 | 0.22% | +10,048+33.8% | 加碼 |
| BerganKDV Wealth Management, LLC | 39,777 | $578.5 萬 | 0.58% | −887−2.2% | 減碼 |
| Clarius Group, LLC | 39,708 | $577.5 萬 | 0.45% | −380−0.9% | 減碼 |
| Fusion Capital, LLC | 39,700 | $577.4 萬 | 3.23% | +742+1.9% | 加碼 |
| Ostrum Asset Management | 39,636 | $576.5 萬 | 0.48% | −488−1.2% | 減碼 |
| Winton Group Ltd | 39,591 | $575.8 萬 | 0.48% | +28,100+244.5% | 加碼 |
| Lorne Steinberg Wealth Management Inc. | 39,579 | $575.6 萬 | 2.17% | −55−0.1% | 減碼 |
| Van Eck Associates Corp | 39,548 | $575.2 萬 | 0.01% | −2,216−5.3% | 減碼 |
| Legacy Financial Advisors, Inc. | 39,515 | $574.7 萬 | 1.07% | +1,364+3.6% | 加碼 |
| Checchi Capital Advisers, LLC | 39,447 | $573.7 萬 | 0.51% | +1,652+4.4% | 加碼 |
| Profund Advisors LLC | 39,387 | $572.8 萬 | 0.31% | −1,248−3.1% | 減碼 |
| White Pine Investment CO | 39,369 | $572.6 萬 | 1.97% | −157−0.4% | 減碼 |
| tru Independence LLC | 39,310 | $571.7 萬 | 1.88% | +194+0.5% | 加碼 |
| RSM US Wealth Management LLC | 39,222 | $570.4 萬 | 0.19% | +1,215+3.2% | 加碼 |
| Consolidated Planning Corp | 39,168 | $569.4 萬 | 1.20% | +3,656+10.3% | 加碼 |
| Somerset Trust Co | 39,127 | $569.1 萬 | 2.45% | −1,145−2.8% | 減碼 |
| Udine Wealth Management, Inc. | 38,922 | $566.1 萬 | 5.38% | −420−1.1% | 減碼 |
| Townsend Asset Management Corp | 38,855 | $565.1 萬 | 2.71% | +329+0.9% | 加碼 |
| Asahi Life Asset Management Co., Ltd. | 38,806 | $564.4 萬 | 1.86% | −2,618−6.3% | 減碼 |
| Claar Advisors LLC | 38,800 | $564.3 萬 | 2.14% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 38,740 | $563.4 萬 | 0.21% | −1,014−2.6% | 減碼 |
| Colonial Trust Co | 38,732 | $563.3 萬 | 1.35% | +647+1.7% | 加碼 |
| Harbor Advisory Corp | 38,699 | $562.8 萬 | 1.99% | −80−0.2% | 減碼 |
| CBOE Vest Financial, LLC | 38,636 | $562.3 萬 | 0.52% | +27,909+260.2% | 加碼 |
| Bogart Wealth, LLC | 38,472 | $559.5 萬 | 0.35% | +1,247+3.3% | 加碼 |
| Westpac Banking Corp | 38,385 | $558.3 萬 | 0.39% | −306,514−88.9% | 減碼 |
| TRUE Private Wealth Advisors | 38,385 | $558.3 萬 | 0.82% | +354+0.9% | 加碼 |
| Ami Investment Management Inc | 38,337 | $557.6 萬 | 2.47% | −6,431−14.4% | 減碼 |
| SeaCrest Wealth Management, LLC | 38,334 | $557.5 萬 | 0.70% | +4,991+15.0% | 加碼 |
| Exchange Capital Management, Inc. | 38,302 | $557.1 萬 | 1.03% | +1,803+4.9% | 加碼 |
| Advanced Asset Management Advisors Inc | 38,299 | $557.0 萬 | 1.29% | +10.0% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 38,286 | $556.8 萬 | 0.69% | +252+0.7% | 加碼 |
| Jefferies Financial Group Inc. | 38,274 | $556.7 萬 | 0.12% | +17,969+88.5% | 加碼 |
| Werlinich Asset Management, LLC | 38,210 | $555.7 萬 | 4.46% | 00.0% | 不變 |
| Claro Advisors LLC | 38,076 | $553.8 萬 | 1.38% | +26+0.1% | 加碼 |
| Philadelphia Trust Co | 38,062 | $553.6 萬 | 0.52% | −3,330−8.0% | 減碼 |
| Fund Management at Engine No. 1 LLC | 38,044 | $553.3 萬 | 1.02% | +2,467+6.9% | 加碼 |
| Stone Point Wealth LLC | 37,943 | $551.8 萬 | 2.29% | −163−0.4% | 減碼 |
| Capital Markets Trading UK LLP | 37,759 | $549.2 萬 | 4.02% | +37,759 | 新進 |
| Capital Asset Advisory Services LLC | 36,642 | $548.8 萬 | 0.38% | +708+2.0% | 加碼 |
| Excalibur Management Corp | 37,705 | $548.4 萬 | 2.79% | −34−0.1% | 減碼 |
| New Hampshire Trust | 37,617 | $547.1 萬 | 1.42% | +23+0.1% | 加碼 |
| Allen Capital Group, LLC | 37,606 | $546.9 萬 | 0.98% | −20−0.1% | 減碼 |
| Horan Capital Advisors, LLC. | 37,520 | $545.7 萬 | 2.13% | +140+0.4% | 加碼 |
| Roberts Wealth Advisors, LLC | 37,500 | $545.4 萬 | 2.40% | −649−1.7% | 減碼 |
| MSD Partners, L.P. | 37,500 | $545.4 萬 | 0.50% | 00.0% | 不變 |