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 5,158 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 | 5,158 | $6,437 億 |
| 2026 年第 1 季 | 5,103 | $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 | 4,680 | $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 | 3,710 | $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 | 3,628 | $2,783 億 |
| 2022 年第 3 季 | 3,395 | $2,129 億 |
| 2022 年第 2 季 | 3,427 | $2,293 億 |
| 2022 年第 1 季 | 3,519 | $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 |
|---|---|---|---|---|---|
| Chemistry Wealth Management LLC | 37,365 | $543.4 萬 | 1.77% | +1,600+4.5% | 加碼 |
| First Personal Financial Services | 37,354 | $543.3 萬 | 1.35% | −142−0.4% | 減碼 |
| Boston Research & Management Inc | 37,302 | $542.5 萬 | 1.54% | +311+0.8% | 加碼 |
| Nelson Capital Management, LLC | 37,269 | $542.0 萬 | 1.40% | −1,214−3.2% | 減碼 |
| Knights of Columbus Asset Advisors LLC | 37,233 | $541.5 萬 | 0.49% | +232+0.6% | 加碼 |
| Unigestion Holding SA | 37,706 | $540.8 萬 | 0.31% | −1,138−2.9% | 減碼 |
| PDS Planning, Inc | 37,137 | $540.1 萬 | 0.69% | +1,467+4.1% | 加碼 |
| Mechanics Bank Trust Department | 37,055 | $538.9 萬 | 0.86% | −119−0.3% | 減碼 |
| Cordatus Wealth Management LLC | 36,971 | $537.7 萬 | 2.02% | +11,930+47.6% | 加碼 |
| IFP Advisors, Inc | 63,703 | $537.7 萬 | 0.27% | −30,356−32.3% | 減碼 |
| Bowen Hanes & Co Inc | 36,944 | $537.3 萬 | 0.17% | +807+2.2% | 加碼 |
| Blue Fin Capital, Inc. | 36,834 | $535.7 萬 | 1.53% | +12,138+49.1% | 加碼 |
| Baugh & Associates, LLC | 36,806 | $535.3 萬 | 3.22% | +556+1.5% | 加碼 |
| Systematic Alpha Investments, LLC | 36,804 | $535.3 萬 | 0.26% | 00.0% | 不變 |
| Founders Capital Management | 36,608 | $532.4 萬 | 3.87% | −1,158−3.1% | 減碼 |
| Jaffetilchin Investment Partners, LLC | 36,456 | $530.2 萬 | 0.56% | +1,593+4.6% | 加碼 |
| Hallmark Capital Management Inc | 36,282 | $527.7 萬 | 0.47% | −3,124−7.9% | 減碼 |
| Wealthspire Advisors, LLC | 36,245 | $527.1 萬 | 0.09% | +2,996+9.0% | 加碼 |
| Varma Mutual Pension Insurance Co | 36,125 | $525.4 萬 | 0.06% | 00.0% | 不變 |
| Bridgewater Advisors Inc. | 36,113 | $525.2 萬 | 1.05% | +107+0.3% | 加碼 |
| Paradigm Asset Management Co LLC | 36,091 | $524.9 萬 | 1.41% | −7,900−18.0% | 減碼 |
| Redwood Investments, LLC | 36,042 | $524.2 萬 | 0.64% | −1,073−2.9% | 減碼 |
| EULAV Asset Management | 36,000 | $523.6 萬 | 0.20% | −3,000−7.7% | 減碼 |
| R.m.sincerbeaux Capital Management LLC | 35,890 | $522.0 萬 | 3.57% | −2,000−5.3% | 減碼 |
| Close Asset Management Ltd | 35,880 | $521.6 萬 | 0.24% | +3,095+9.4% | 加碼 |
| SPC Financial, Inc. | 35,834 | $521.2 萬 | 0.56% | −64−0.2% | 減碼 |
| Lindbrook Capital, LLC | 35,824 | $521.0 萬 | 0.55% | +3,897+12.2% | 加碼 |
| Optimas Capital Ltd | 35,800 | $520.7 萬 | 6.02% | +35,800 | 新進 |
| Johnson Financial Group, Inc. | 35,719 | $519.5 萬 | 0.36% | +3,564+11.1% | 加碼 |
| Security National Bank | 35,654 | $518.6 萬 | 1.32% | −648−1.8% | 減碼 |
| Eudaimonia Partners, LLC | 35,642 | $518.4 萬 | 1.17% | +1,581+4.6% | 加碼 |
| Legacy Trust | 35,589 | $517.6 萬 | 1.43% | −1,378−3.7% | 減碼 |
| Comerica Securities,inc. | 35,554 | $517.1 萬 | 0.36% | −1,211−3.3% | 減碼 |
| Cigna Investments Inc | 35,472 | $515.9 萬 | 0.96% | −170.0% | 減碼 |
| Marcum Wealth, LLC | 35,361 | $514.3 萬 | 0.60% | +730+2.1% | 加碼 |
| Chicago Trust Co NA | 35,348 | $514.1 萬 | 1.23% | −215−0.6% | 減碼 |
| Argent Advisors, Inc. | 35,301 | $513.4 萬 | 2.35% | +373+1.1% | 加碼 |
| Gifford Fong Associates | 35,296 | $513.3 萬 | 1.20% | 00.0% | 不變 |
| Weil Company, Inc. | 35,273 | $513.0 萬 | 2.28% | −1,318−3.6% | 減碼 |
| MidWestOne Financial Group, Inc. | 35,242 | $512.5 萬 | 1.11% | −358−1.0% | 減碼 |
| Essex LLC | 35,184 | $511.7 萬 | 1.43% | −517−1.4% | 減碼 |
| apricus wealth, LLC | 33,233 | $509.7 萬 | 4.48% | −1,245−3.6% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 35,039 | $509.6 萬 | 0.30% | −12,651−26.5% | 減碼 |
| Van Hulzen Asset Management, LLC | 34,900 | $507.6 萬 | 0.43% | −13,059−27.2% | 減碼 |
| Cottage Street Advisors LLC | 34,821 | $506.4 萬 | 3.68% | +110.0% | 加碼 |
| Summit Financial, LLC | 34,789 | $506.0 萬 | 0.37% | +6,557+23.2% | 加碼 |
| TFG Advisers LLC | 34,756 | $505.5 萬 | 2.30% | +496+1.4% | 加碼 |
| Laffer Tengler Investments | 34,724 | $505.0 萬 | 1.34% | −33−0.1% | 減碼 |
| V Wealth Advisors LLC | 34,709 | $504.8 萬 | 0.86% | +115+0.3% | 加碼 |
| Green Square Capital Advisors LLC | 34,610 | $503.4 萬 | 0.63% | +1,150+3.4% | 加碼 |
| Brick & Kyle, Associates | 34,695 | $501.8 萬 | 2.69% | −40.0% | 減碼 |
| Mach-1 Financial Group, Inc. | 34,434 | $500.8 萬 | 2.01% | +30,832+856.0% | 加碼 |
| AFS Financial Group, LLC | 34,374 | $499.9 萬 | 3.24% | +253+0.7% | 加碼 |
| Arden Trust Co | 34,356 | $499.7 萬 | 0.82% | −5,186−13.1% | 減碼 |
| Sentinel Trust Co Lba | 34,360 | $499.7 萬 | 0.68% | −30.0% | 減碼 |
| SYSTM Wealth Solutions LLC | 34,330 | $499.3 萬 | 0.68% | +5,559+19.3% | 加碼 |
| J.W. Cole Advisors, Inc. | 34,310 | $499.0 萬 | 0.36% | −1,238−3.5% | 減碼 |
| Creegan & Nassoura Financial Group, LLC | 34,294 | $498.8 萬 | 3.68% | −75−0.2% | 減碼 |
| Capital Insight Partners, LLC | 34,272 | $498.5 萬 | 1.12% | −726−2.1% | 減碼 |
| Sandhill Capital Partners LLC | 34,238 | $498.0 萬 | 0.45% | −3,341−8.9% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 34,212 | $497.6 萬 | 0.36% | +5,566+19.4% | 加碼 |
| Picton Mahoney Asset Management | 34,190 | $497.4 萬 | 0.24% | −2,510−6.8% | 減碼 |
| Augustine Asset Management Inc | 34,191 | $497.3 萬 | 2.30% | −44−0.1% | 減碼 |
| Trust Asset Management LLC | 34,191 | $497.3 萬 | 0.52% | 00.0% | 不變 |
| Connor, Clark & Lunn Investment Management Ltd. | 34,186 | $497.2 萬 | 0.02% | −111,620−76.6% | 減碼 |
| Giverny Capital Inc.大師吉維尼資本 | 34,095 | $495.9 萬 | 0.26% | +1,069+3.2% | 加碼 |
| Hollencrest Capital Management | 34,094 | $495.9 萬 | 0.51% | +6,250+22.4% | 加碼 |
| Hilltop Holdings Inc. | 34,079 | $495.6 萬 | 0.61% | +1,439+4.4% | 加碼 |
| NTV Asset Management LLC | 33,977 | $494.2 萬 | 0.86% | +1,000+3.0% | 加碼 |
| Family Legacy, Inc. | 33,940 | $493.6 萬 | 1.99% | −40.0% | 減碼 |
| Cary Street Partners Asset Management LLC | 33,872 | $492.6 萬 | 0.92% | +51+0.2% | 加碼 |
| Focus Financial Network, Inc. | 33,856 | $492.4 萬 | 0.27% | −1,416−4.0% | 減碼 |
| Kovack Advisors, Inc. | 33,852 | $492.3 萬 | 0.63% | +8,700+34.6% | 加碼 |
| Centre Asset Management, LLC | 33,847 | $492.3 萬 | 1.09% | +896+2.7% | 加碼 |
| AdvisorNet Financial, Inc | 33,830 | $492.0 萬 | 0.42% | −42−0.1% | 減碼 |
| Patten Group, Inc. | 33,801 | $491.6 萬 | 1.39% | +757+2.3% | 加碼 |
| Univest Financial Corp | 33,737 | $490.7 萬 | 1.48% | −212−0.6% | 減碼 |
| SOL Capital Management CO | 33,732 | $490.6 萬 | 0.74% | 00.0% | 不變 |
| Brighton Jones LLC | 33,495 | $487.2 萬 | 0.25% | +1,689+5.3% | 加碼 |
| Coerente Capital Management | 33,467 | $486.7 萬 | 1.05% | +290+0.9% | 加碼 |
| Bell & Brown Wealth Advisors, LLC | 33,440 | $486.4 萬 | 2.43% | +731+2.2% | 加碼 |
| Globeflex Capital L P | 33,400 | $485.8 萬 | 0.54% | 00.0% | 不變 |
| Palmer Knight Co | 33,321 | $484.6 萬 | 2.91% | +1,210+3.8% | 加碼 |
| SageView Advisory Group, LLC | 33,262 | $483.8 萬 | 0.27% | +2,804+9.2% | 加碼 |
| Strategic Blueprint, LLC | 33,220 | $483.1 萬 | 0.46% | +289+0.9% | 加碼 |
| McBroom & Associates, LLC | 33,167 | $482.4 萬 | 3.81% | +1,688+5.4% | 加碼 |
| Family Management Corp | 33,105 | $481.5 萬 | 1.05% | −524−1.6% | 減碼 |
| IFG Advisory, LLC | 33,104 | $481.5 萬 | 0.43% | +6,781+25.8% | 加碼 |
| Cornercap Investment Counsel Inc | 33,082 | $481.1 萬 | 0.84% | +5,326+19.2% | 加碼 |
| Kentucky Farm Bureau Mutual Insurance Co | 33,000 | $480.0 萬 | 1.33% | 00.0% | 不變 |
| MSH Capital Advisors LLC | 32,986 | $479.7 萬 | 1.76% | +14,585+79.3% | 加碼 |
| Herold Advisors, Inc. | 32,948 | $479.2 萬 | 1.47% | +615+1.9% | 加碼 |
| Charles Carroll Financial Partners, LLC | 32,905 | $478.6 萬 | 6.10% | −1,940−5.6% | 減碼 |
| Ahl Investment Management, Inc. | 32,866 | $478.0 萬 | 4.25% | 00.0% | 不變 |
| Qtron Investments LLC | 32,834 | $477.5 萬 | 0.91% | +1,894+6.1% | 加碼 |
| Lake Street Financial LLC | 32,819 | $477.3 萬 | 0.84% | −1,094−3.2% | 減碼 |
| Bill Few Associates, Inc. | 32,788 | $476.9 萬 | 2.46% | +91+0.3% | 加碼 |
| Brooks, Moore & Associates, Inc. | 32,751 | $476.3 萬 | 3.35% | −225−0.7% | 減碼 |
| Mitchell McLeod Pugh & Williams Inc | 32,717 | $475.8 萬 | 1.38% | −999−3.0% | 減碼 |
| Belpointe Asset Management LLC | 32,697 | $475.6 萬 | 0.50% | −42,943−56.8% | 減碼 |