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 |
|---|---|---|---|---|---|
| Americana Partners, LLC | 32,683 | $475.3 萬 | 0.61% | +2,969+10.0% | 加碼 |
| Greenline Partners, LLC | 32,655 | $474.9 萬 | 0.89% | −232−0.7% | 減碼 |
| Bank of New Hampshire | 32,651 | $474.9 萬 | 1.36% | −110−0.3% | 減碼 |
| Paradigm Financial Partners, LLC | 32,626 | $474.5 萬 | 1.28% | −339−1.0% | 減碼 |
| FDx Advisors, Inc. | 32,607 | $474.2 萬 | 0.26% | −20,980−39.2% | 減碼 |
| E&G Advisors, LP | 32,527 | $473.1 萬 | 1.65% | −500−1.5% | 減碼 |
| Hamilton Point Investment Advisors, LLC | 32,428 | $471.6 萬 | 1.13% | −836−2.5% | 減碼 |
| Alpha DNA Investment Management LLC | 32,415 | $471.4 萬 | 2.67% | +1,995+6.6% | 加碼 |
| Arete Wealth Advisors, LLC | 32,321 | $470.1 萬 | 0.42% | −5,881−15.4% | 減碼 |
| Triasima Portfolio Management inc. | 24,408 | $470.0 萬 | 0.30% | −637−2.5% | 減碼 |
| Pinnacle Bancorp, Inc. | 32,303 | $469.8 萬 | 1.61% | +272+0.8% | 加碼 |
| CAPROCK Group, Inc. | 32,244 | $469.0 萬 | 0.34% | −3,128−8.8% | 減碼 |
| Lincoln Capital LLC | 32,180 | $468.0 萬 | 1.20% | −363−1.1% | 減碼 |
| Insigneo Advisory Services, LLC | 32,165 | $467.8 萬 | 0.90% | +15,913+97.9% | 加碼 |
| Wasatch Advisors Inc | 32,159 | $467.7 萬 | 0.03% | −1,500−4.5% | 減碼 |
| Saber Capital Managment, LLC | 32,149 | $467.6 萬 | 7.66% | −20−0.1% | 減碼 |
| Washington Trust Advisors, Inc. | 32,123 | $467.2 萬 | 0.45% | −837−2.5% | 減碼 |
| Duff & Phelps Investment Management Co | 32,115 | $467.1 萬 | 0.06% | +150+0.5% | 加碼 |
| Headinvest, LLC | 30,145 | $465.6 萬 | 1.00% | −805−2.6% | 減碼 |
| Tradewinds, LLC. | 31,986 | $465.2 萬 | 2.74% | +1,425+4.7% | 加碼 |
| Abbot Financial Management, Inc. | 31,953 | $464.7 萬 | 2.98% | −648−2.0% | 減碼 |
| Hedeker Wealth, LLC | 31,915 | $464.2 萬 | 1.55% | −7,875−19.8% | 減碼 |
| Nicholas Investment Partners, LP | 31,897 | $463.9 萬 | 0.32% | +6,174+24.0% | 加碼 |
| Westover Capital Advisors, LLC | 31,840 | $463.1 萬 | 1.61% | +978+3.2% | 加碼 |
| Strategic Financial Services, Inc, | 30,094 | $462.8 萬 | 0.35% | −51−0.2% | 減碼 |
| Forte Capital LLC | 31,631 | $460.0 萬 | 0.66% | +1,213+4.0% | 加碼 |
| Romano Brothers and Company | 31,553 | $458.9 萬 | 0.68% | +331+1.1% | 加碼 |
| Atlas Wealth LLC | 29,732 | $456.9 萬 | 0.84% | −53−0.2% | 減碼 |
| Chapin Davis, Inc. | 31,395 | $456.6 萬 | 2.17% | +1,033+3.4% | 加碼 |
| Exencial Wealth Advisors, LLC | 31,364 | $456.2 萬 | 0.21% | +739+2.4% | 加碼 |
| Nikulski Financial, Inc. | 31,345 | $455.9 萬 | 1.88% | +317+1.0% | 加碼 |
| Silvant Capital Management LLC | 31,340 | $455.8 萬 | 0.26% | −110.0% | 減碼 |
| Bedel Financial Consulting, Inc. | 31,290 | $455.1 萬 | 0.95% | −32−0.1% | 減碼 |
| Connable Office Inc | 31,255 | $454.6 萬 | 0.62% | −3,188−9.3% | 減碼 |
| Investors Asset Management of Georgia Inc | 31,194 | $453.7 萬 | 2.34% | −19−0.1% | 減碼 |
| Nilsine Partners, LLC | 31,169 | $453.3 萬 | 0.67% | +521+1.7% | 加碼 |
| Ironvine Capital Partners, LLC | 31,163 | $453.2 萬 | 0.55% | 00.0% | 不變 |
| Mill Creek Capital Advisors, LLC | 31,141 | $452.9 萬 | 0.15% | −10,642−25.5% | 減碼 |
| EPG Wealth Management LLC | 31,135 | $452.8 萬 | 1.34% | +20.0% | 加碼 |
| Valley National Advisers Inc | 31,102 | $452.5 萬 | 0.76% | −598−1.9% | 減碼 |
| Pegasus Asset Management, Inc. | 31,059 | $451.7 萬 | 2.01% | +332+1.1% | 加碼 |
| MTM Investment Management, LLC | 31,048 | $451.6 萬 | 2.20% | −55−0.2% | 減碼 |
| WS Portfolio Advisory, LLC | 30,991 | $450.7 萬 | 1.04% | −14,825−32.4% | 減碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 29,350 | $450.2 萬 | 2.38% | +1,063+3.8% | 加碼 |
| Change Path, LLC | 30,917 | $449.6 萬 | 0.21% | −1,161−3.6% | 減碼 |
| Q Capital Solutions | 30,885 | $449.2 萬 | 3.94% | +27,870+924.4% | 加碼 |
| Waratah Capital Advisors Ltd. | 30,821 | $448.3 萬 | 0.23% | +18,084+142.0% | 加碼 |
| Golden State Equity Partners | 30,784 | $447.7 萬 | 1.26% | +5,564+22.1% | 加碼 |
| WealthShield Partners, LLC | 30,578 | $444.7 萬 | 0.67% | +1,260+4.3% | 加碼 |
| Source Financial Advisors LLC | 30,536 | $444.1 萬 | 1.46% | −5,695−15.7% | 減碼 |
| Hengehold Capital Management LLC | 30,487 | $443.4 萬 | 0.59% | +32+0.1% | 加碼 |
| Monarch Capital Management Inc | 30,330 | $441.1 萬 | 1.34% | −326−1.1% | 減碼 |
| Beacon Harbor Wealth Advisors, Inc. | 30,322 | $441.0 萬 | 1.44% | +30,322 | 新進 |
| Fairhaven Wealth Management, LLC | 30,303 | $440.7 萬 | 1.68% | +30,303 | 新進 |
| BOK Financial Private Wealth, Inc. | 30,302 | $440.7 萬 | 0.36% | −4,086−11.9% | 減碼 |
| L2 Asset Management, LLC | 30,216 | $440.7 萬 | 2.16% | +14,520+92.5% | 加碼 |
| Monetary Management Group Inc | 30,219 | $439.5 萬 | 1.35% | −4,600−13.2% | 減碼 |
| Wealth Effects LLC | 30,169 | $438.8 萬 | 1.93% | −599−1.9% | 減碼 |
| Mission Wealth Management, LP | 30,118 | $438.0 萬 | 0.17% | +4,138+15.9% | 加碼 |
| Resonant Capital Advisors, LLC | 30,050 | $437.0 萬 | 0.48% | −375−1.2% | 減碼 |
| Allen Holding Inc | 30,000 | $436.3 萬 | 0.59% | 00.0% | 不變 |
| Bleichroeder LP | 30,000 | $436.3 萬 | 0.89% | 00.0% | 不變 |
| Independence Bank of Kentucky | 29,961 | $435.8 萬 | 1.77% | +2,593+9.5% | 加碼 |
| Butensky & Cohen Financial Security, Inc | 29,930 | $435.3 萬 | 1.57% | −836−2.7% | 減碼 |
| Covenant Asset Management, LLC | 29,921 | $435.2 萬 | 1.28% | +387+1.3% | 加碼 |
| RFG Advisory, LLC | 29,897 | $434.8 萬 | 0.19% | −549−1.8% | 減碼 |
| Churchill Management Corp | 29,844 | $434.1 萬 | 0.07% | +133+0.4% | 加碼 |
| RDA Financial Network | 29,839 | $434.0 萬 | 1.83% | +4,180+16.3% | 加碼 |
| NEIRG Wealth Management, LLC | 29,814 | $433.6 萬 | 0.80% | −5,378−15.3% | 減碼 |
| Supplemental Annuity Collective Trust of NJ | 29,700 | $432.0 萬 | 1.55% | 00.0% | 不變 |
| Scissortail Wealth Management, LLC | 27,999 | $431.9 萬 | 3.54% | +656+2.4% | 加碼 |
| Csenge Advisory Group | 29,684 | $431.7 萬 | 0.29% | +694+2.4% | 加碼 |
| Hudock, Inc. | 29,658 | $431.4 萬 | 1.02% | −80.0% | 減碼 |
| 9258 Wealth Management, LLC | 29,658 | $431.3 萬 | 0.81% | +728+2.5% | 加碼 |
| Good Life Advisors, LLC | 29,656 | $431.3 萬 | 0.49% | +186+0.6% | 加碼 |
| Buckhead Capital Management LLC | 29,639 | $431.1 萬 | 1.03% | −4,259−12.6% | 減碼 |
| Amarillo National Bank | 29,514 | $429.3 萬 | 0.83% | −31−0.1% | 減碼 |
| Anchor Investment Management, LLC | 29,513 | $429.2 萬 | 0.55% | +939+3.3% | 加碼 |
| Brookmont Capital Management | 29,511 | $429.2 萬 | 2.59% | −30.0% | 減碼 |
| Triangle Securities Wealth Management | 29,334 | $426.6 萬 | 1.47% | −384−1.3% | 減碼 |
| Lauterbach Financial Advisors, LLC | 29,325 | $426.5 萬 | 3.26% | +40.0% | 加碼 |
| McKinley Carter Wealth Services, Inc. | 29,293 | $426.0 萬 | 0.32% | +880+3.1% | 加碼 |
| West Branch Capital LLC | 29,287 | $425.9 萬 | 2.13% | +282+1.0% | 加碼 |
| Moloney Securities Asset Management, LLC | 29,197 | $424.6 萬 | 0.75% | +292+1.0% | 加碼 |
| DF Dent & Co Inc | 29,197 | $424.6 萬 | 0.06% | −7,730−20.9% | 減碼 |
| Atomi Financial Group, Inc. | 29,046 | $422.4 萬 | 1.93% | +210+0.7% | 加碼 |
| Shelter Mutual Insurance Co | 29,000 | $421.8 萬 | 1.02% | 00.0% | 不變 |
| MV Capital Management, Inc. | 29,000 | $421.8 萬 | 0.56% | −1,614−5.3% | 減碼 |
| Zevenbergen Capital Investments LLC | 28,953 | $421.1 萬 | 0.10% | +80+0.3% | 加碼 |
| Lake Street Advisors Group, LLC | 28,884 | $420.1 萬 | 0.23% | −677−2.3% | 減碼 |
| Peddock Capital Advisors, LLC | 28,867 | $419.8 萬 | 1.38% | +355+1.2% | 加碼 |
| Crystal Rock Capital Management | 28,843 | $419.5 萬 | 3.10% | 00.0% | 不變 |
| Richard Bernstein Advisors LLC | 28,786 | $418.7 萬 | 0.09% | −48,994−63.0% | 減碼 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 29,078 | $418.4 萬 | 0.30% | −40,063−57.9% | 減碼 |
| Congress Park Capital LLC | 28,767 | $418.4 萬 | 2.34% | −1,411−4.7% | 減碼 |
| GFS Advisors, LLC | 28,700 | $417.4 萬 | 0.93% | 00.0% | 不變 |
| Virginia Wealth Management Group, Inc. | 28,632 | $416.4 萬 | 2.86% | −425−1.5% | 減碼 |
| Transamerica Financial Advisors, Inc. | 28,623 | $416.3 萬 | 0.54% | +1,603+5.9% | 加碼 |
| Piscataqua Savings Bank | 28,586 | $415.7 萬 | 3.40% | −20−0.1% | 減碼 |
| Hall Capital Management Co Inc | 28,558 | $415.3 萬 | 2.35% | +681+2.4% | 加碼 |