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 |
|---|---|---|---|---|---|
| DRW Securities, LLC | 28,469 | $414.1 萬 | 0.32% | −16,848−37.2% | 減碼 |
| First Business Financial Services, Inc. | 28,467 | $414.0 萬 | 0.51% | +179+0.6% | 加碼 |
| First National Bank of Mount Dora, Trust Investment Services | 28,442 | $413.7 萬 | 1.18% | −3,374−10.6% | 減碼 |
| StrategIQ Financial Group, LLC | 28,436 | $413.6 萬 | 0.47% | +363+1.3% | 加碼 |
| Atlantic Trust, LLC | 31,128 | $413.1 萬 | 1.33% | +34+0.1% | 加碼 |
| Bank Ozk | 28,361 | $412.5 萬 | 1.96% | −2,686−8.7% | 減碼 |
| Athena Investment Management | 28,303 | $411.6 萬 | 2.83% | −98−0.3% | 減碼 |
| TriaGen Wealth Management LLC | 28,251 | $410.9 萬 | 1.88% | +23,553+501.3% | 加碼 |
| Pitcairn Co | 28,100 | $408.7 萬 | 0.34% | −657−2.3% | 減碼 |
| Enterprise Bank & Trust Co | 28,067 | $408.2 萬 | 1.56% | +702+2.6% | 加碼 |
| Monetta Financial Services Inc | 28,000 | $407.2 萬 | 3.98% | −2,000−6.7% | 減碼 |
| Interval Partners, LP | 28,000 | $407.2 萬 | 0.20% | +2,684+10.6% | 加碼 |
| Marino, Stram & Associates LLC | 27,969 | $406.8 萬 | 1.15% | +89+0.3% | 加碼 |
| SkyOak Wealth, LLC | 27,948 | $406.5 萬 | 1.15% | +651+2.4% | 加碼 |
| Delta Capital Management LLC | 27,930 | $406.2 萬 | 2.79% | −250−0.9% | 減碼 |
| J. W. Coons Advisors, LLC | 27,891 | $405.7 萬 | 1.11% | −400−1.4% | 減碼 |
| Clarity Wealth Advisors, LLC | 27,887 | $405.6 萬 | 1.82% | +1,409+5.3% | 加碼 |
| Montecito Bank & Trust | 27,873 | $405.4 萬 | 0.92% | −321−1.1% | 減碼 |
| Sunbelt Securities, Inc. | 27,798 | $404.3 萬 | 0.58% | −289−1.0% | 減碼 |
| Act Two Investors LLC | 27,773 | $403.9 萬 | 1.13% | +147+0.5% | 加碼 |
| Independent Financial Group, LLC | 27,727 | $403.3 萬 | 0.28% | −1,883−6.4% | 減碼 |
| Consolidated Investment Group LLC | 27,692 | $402.8 萬 | 0.72% | 00.0% | 不變 |
| Doliver Advisors, LP | 27,674 | $402.5 萬 | 1.23% | −260−0.9% | 減碼 |
| AAFMAA Wealth Management & Trust LLC | 27,667 | $402.4 萬 | 3.32% | −25,778−48.2% | 減碼 |
| PDT Partners, LLC | 27,650 | $402.1 萬 | 0.55% | −7,500−21.3% | 減碼 |
| Arlington Financial Advisors, LLC | 27,595 | $401.3 萬 | 1.46% | +262+1.0% | 加碼 |
| Icon Advisers Inc | 27,587 | $401.2 萬 | 1.02% | 00.0% | 不變 |
| Koshinski Asset Management, Inc. | 27,560 | $400.8 萬 | 0.43% | −5,165−15.8% | 減碼 |
| Mountain Pacific Investment Advisers Inc | 27,554 | $400.7 萬 | 0.27% | −325−1.2% | 減碼 |
| Goodwin Daniel L | 27,550 | $400.7 萬 | 1.91% | 00.0% | 不變 |
| IMA Wealth, Inc. | 27,524 | $400.3 萬 | 1.03% | −17−0.1% | 減碼 |
| Malaga Cove Capital, LLC | 27,517 | $400.2 萬 | 1.85% | −78−0.3% | 減碼 |
| EverSource Wealth Advisors, LLC | 27,504 | $400.0 萬 | 0.44% | +2,337+9.3% | 加碼 |
| Hudson Capital Management LLC | 27,416 | $398.7 萬 | 1.53% | +503+1.9% | 加碼 |
| Hayek Kallen Investment Management | 27,372 | $398.1 萬 | 1.69% | −101−0.4% | 減碼 |
| StoneX Group Inc. | 27,345 | $397.7 萬 | 0.41% | −1,252−4.4% | 減碼 |
| Signature Wealth Management Group | 27,337 | $397.6 萬 | 1.85% | −148−0.5% | 減碼 |
| Leith Wheeler Investment Counsel Ltd. | 27,284 | $396.8 萬 | 0.52% | −18,732−40.7% | 減碼 |
| Altrius Capital Management Inc | 27,260 | $396.5 萬 | 1.17% | +101+0.4% | 加碼 |
| Sustainable Insight Capital Management, LLC | 27,248 | $396.3 萬 | 3.67% | +23,424+612.6% | 加碼 |
| Blume Capital Management, Inc. | 27,220 | $395.9 萬 | 1.17% | +258+1.0% | 加碼 |
| BFSG, LLC | 27,192 | $395.5 萬 | 0.67% | +342+1.3% | 加碼 |
| NorthRock Partners, LLC | 27,186 | $395.4 萬 | 0.43% | −1,531−5.3% | 減碼 |
| Emfo, LLC | 27,113 | $394.3 萬 | 3.58% | −125−0.5% | 減碼 |
| Atlas Private Wealth Management | 27,106 | $394.2 萬 | 2.08% | +2,834+11.7% | 加碼 |
| Proequities, Inc. | 27,100 | $394.1 萬 | 0.30% | +717+2.7% | 加碼 |
| Brandywine Oak Private Wealth LLC | 27,057 | $393.5 萬 | 0.44% | −1,715−6.0% | 減碼 |
| Lombard Odier Asset Management (USA) Corp | 27,000 | $392.7 萬 | 0.44% | +27,000 | 新進 |
| Rosenblum Silverman Sutton S F Inc | 26,958 | $392.1 萬 | 1.29% | −467−1.7% | 減碼 |
| Smithfield Trust Co | 26,939 | $391.1 萬 | 0.24% | −504−1.8% | 減碼 |
| Calamos Wealth Management LLC | 26,846 | $390.4 萬 | 0.29% | +633+2.4% | 加碼 |
| Little House Capital LLC | 26,835 | $390.3 萬 | 1.66% | +914+3.5% | 加碼 |
| Valmark Advisers, Inc. | 26,792 | $389.7 萬 | 0.08% | −719−2.6% | 減碼 |
| YHB Investment Advisors, Inc. | 26,789 | $389.6 萬 | 0.36% | +931+3.6% | 加碼 |
| NWF Advisory Services Inc. | 26,721 | $388.6 萬 | 0.90% | 00.0% | 不變 |
| Montchanin Asset Management, LLC | 26,667 | $387.8 萬 | 4.42% | 00.0% | 不變 |
| Evoke Wealth, LLC | 26,624 | $387.2 萬 | 0.13% | +1,858+7.5% | 加碼 |
| Second Half Financial Partners, LLC | 26,584 | $386.6 萬 | 0.88% | +23,748+837.4% | 加碼 |
| Citizens & Northern Corp | 26,570 | $386.4 萬 | 1.46% | −3,957−13.0% | 減碼 |
| Alta Capital Management LLC | 26,547 | $386.1 萬 | 0.27% | −190−0.7% | 減碼 |
| Centaurus Financial, Inc. | 26,535 | $385.9 萬 | 0.34% | −12,566−32.1% | 減碼 |
| K.J. Harrison & Partners Inc | 26,623 | $385.8 萬 | 0.70% | −908−3.3% | 減碼 |
| Financial Advisory Service, Inc. | 26,513 | $385.6 萬 | 0.49% | +2,080+8.5% | 加碼 |
| Aspiriant, LLC | 26,446 | $384.6 萬 | 0.19% | +180+0.7% | 加碼 |
| Marks Group Wealth Management, Inc | 26,395 | $383.9 萬 | 0.46% | −3,234−10.9% | 減碼 |
| Long Run Wealth Advisors, LLC | 26,380 | $383.7 萬 | 1.22% | −2,731−9.4% | 減碼 |
| Atlas Brown,Inc. | 26,306 | $382.6 萬 | 1.68% | +90.0% | 加碼 |
| CFM Wealth Partners LLC | 26,293 | $382.4 萬 | 0.93% | −103−0.4% | 減碼 |
| Cohen Lawrence B | 26,282 | $382.2 萬 | 2.45% | −4,365−14.2% | 減碼 |
| Rehmann Capital Advisory Group | 26,279 | $382.2 萬 | 0.34% | +1,702+6.9% | 加碼 |
| Founders Financial Alliance, LLC | 26,195 | $381.0 萬 | 1.50% | +4,165+18.9% | 加碼 |
| Indiana Trust & Investment Management CO | 26,100 | $379.6 萬 | 1.94% | +2,496+10.6% | 加碼 |
| KLCM Advisors, Inc. | 26,064 | $379.1 萬 | 0.74% | +634+2.5% | 加碼 |
| GM Advisory Group, Inc. | 26,046 | $378.8 萬 | 0.31% | +3,101+13.5% | 加碼 |
| United Bank | 26,021 | $378.4 萬 | 2.15% | −2,258−8.0% | 減碼 |
| TrinityPoint Wealth, LLC | 25,974 | $377.8 萬 | 0.74% | +1,517+6.2% | 加碼 |
| Capital Investment Advisory Services, LLC | 25,954 | $377.5 萬 | 0.37% | −713−2.7% | 減碼 |
| Shoker Investment Counsel, Inc. | 25,942 | $377.3 萬 | 1.58% | +211+0.8% | 加碼 |
| Scott & Selber, Inc. | 25,869 | $376.2 萬 | 1.47% | −94−0.4% | 減碼 |
| Affinity Investment Advisors, LLC | 25,847 | $375.9 萬 | 2.18% | −3,094−10.7% | 減碼 |
| Lincoln Capital Corp | 25,844 | $375.9 萬 | 1.93% | −632−2.4% | 減碼 |
| AIA Group Ltd | 25,822 | $375.6 萬 | 0.18% | +9,058+54.0% | 加碼 |
| Lee Danner & Bass Inc | 25,755 | $374.6 萬 | 0.32% | −567−2.2% | 減碼 |
| Am Investment Strategies LLC | 25,755 | $374.6 萬 | 1.17% | +82+0.3% | 加碼 |
| Manhattan West Asset Management, LLC | 25,730 | $374.2 萬 | 1.40% | +4,612+21.8% | 加碼 |
| Uncommon Cents Investing LLC | 25,715 | $374.0 萬 | 1.32% | +465+1.8% | 加碼 |
| Sterling Investment Advisors, Ltd. | 25,682 | $373.5 萬 | 1.24% | +109+0.4% | 加碼 |
| Union Heritage Capital, LLC | 25,600 | $372.3 萬 | 2.02% | +3,000+13.3% | 加碼 |
| Adirondack Trust Co | 23,537 | $371.8 萬 | 1.74% | +90.0% | 加碼 |
| Mount Vernon Associates Inc | 25,502 | $370.9 萬 | 3.94% | −50−0.2% | 減碼 |
| Pentwater Capital Management LP | 25,500 | $370.9 萬 | 0.05% | −30,000−54.1% | 減碼 |
| Vaughan Nelson Investment Management, L.P. | 25,480 | $370.6 萬 | 0.04% | −2,185−7.9% | 減碼 |
| Legacy CG, LLC | 25,459 | $370.3 萬 | 1.81% | +25,459 | 新進 |
| LJI Wealth Management, LLC | 301,048 | $370.2 萬 | 1.08% | +275,655+1,085.6% | 加碼 |
| Mechanics Financial Corp | 25,438 | $370.0 萬 | 2.01% | −320−1.2% | 減碼 |
| Financial Advisory Partners, LLC | 25,421 | $369.7 萬 | 1.42% | +994+4.1% | 加碼 |
| Liberty Capital Management, Inc. | 25,358 | $368.8 萬 | 1.11% | +234+0.9% | 加碼 |
| Vise Technologies, Inc. | 25,306 | $368.1 萬 | 0.89% | +1,235+5.1% | 加碼 |
| Accurate Wealth Management, LLC | 24,577 | $368.0 萬 | 1.15% | +1,709+7.5% | 加碼 |
| TCG Advisory Services, LLC | 25,274 | $367.6 萬 | 0.63% | +2,175+9.4% | 加碼 |