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 |
|---|---|---|---|---|---|
| Leisure Capital Management | 22,163 | $322.3 萬 | 1.78% | −332−1.5% | 減碼 |
| Lodestone Wealth Management LLC | 22,085 | $321.2 萬 | 2.22% | +1,930+9.6% | 加碼 |
| Leelyn Smith, LLC | 22,083 | $321.2 萬 | 0.78% | +22,083 | 新進 |
| Intrepid Financial Planning Group LLC | 22,081 | $321.1 萬 | 1.54% | +50+0.2% | 加碼 |
| Intellectus Partners, LLC | 21,988 | $319.8 萬 | 0.96% | +223+1.0% | 加碼 |
| Outfitter Financial LLC | 21,973 | $319.6 萬 | 2.86% | −115−0.5% | 減碼 |
| Fidelis Capital Partners, LLC | 21,842 | $317.7 萬 | 1.16% | +760+3.6% | 加碼 |
| SOA Wealth Advisors, LLC. | 21,831 | $317.5 萬 | 0.74% | +70.0% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 21,823 | $317.4 萬 | 0.45% | +594+2.8% | 加碼 |
| Regal Investment Advisors LLC | 21,816 | $317.3 萬 | 0.27% | +1,266+6.2% | 加碼 |
| Certified Advisory Corp | 21,768 | $316.6 萬 | 0.58% | +1,533+7.6% | 加碼 |
| Brown, Lisle/Cummings, Inc. | 21,737 | $316.1 萬 | 1.41% | +6,776+45.3% | 加碼 |
| StrongBox Wealth, LLC | 21,683 | $315.4 萬 | 1.99% | +3,124+16.8% | 加碼 |
| CNB Bank | 21,673 | $315.2 萬 | 1.85% | +1,035+5.0% | 加碼 |
| Mayflower Financial Advisors, LLC | 21,671 | $315.2 萬 | 0.41% | −853−3.8% | 減碼 |
| PFG Investments, LLC | 21,667 | $315.1 萬 | 0.56% | +3,388+18.5% | 加碼 |
| Columbia Trust Co 01012016 | 21,626 | $314.5 萬 | 1.77% | +1,196+5.9% | 加碼 |
| VeraBank, N.A. | 21,617 | $314.4 萬 | 1.21% | +253+1.2% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 21,617 | $314.4 萬 | 0.59% | +1,211+5.9% | 加碼 |
| Nwam LLC | 21,527 | $313.1 萬 | 0.26% | +2,789+14.9% | 加碼 |
| Pine Ridge Advisers LLC | 21,500 | $312.7 萬 | 0.69% | −34,000−61.3% | 減碼 |
| Legato Capital Management LLC | 21,465 | $312.2 萬 | 0.42% | 00.0% | 不變 |
| Edgewood Management LLC | 21,464 | $312.2 萬 | 0.01% | 00.0% | 不變 |
| Massachusetts Wealth Management | 21,410 | $311.4 萬 | 2.98% | +485+2.3% | 加碼 |
| Poehling Capital Management, LLC | 21,408 | $311.4 萬 | 1.05% | −1,183−5.2% | 減碼 |
| West Oak Capital, LLC | 21,392 | $311.1 萬 | 1.51% | −680−3.1% | 減碼 |
| Bank of Stockton | 21,378 | $310.9 萬 | 1.07% | +447+2.1% | 加碼 |
| Graham Capital Management, L.P. | 21,365 | $310.7 萬 | 0.11% | −13,977−39.5% | 減碼 |
| Karpas Strategies, LLC | 21,321 | $310.1 萬 | 1.05% | −145−0.7% | 減碼 |
| Phoenix Wealth Advisors | 21,313 | $310.0 萬 | 1.80% | −198−0.9% | 減碼 |
| Synergy Financial Management, LLC | 21,309 | $309.9 萬 | 0.77% | +19,149+886.5% | 加碼 |
| Cassaday & Co Wealth Management LLC | 21,273 | $309.4 萬 | 0.12% | −331−1.5% | 減碼 |
| Townsend & Associates, Inc | 19,728 | $309.4 萬 | 0.80% | −338−1.7% | 減碼 |
| O'Rourke & Company, Inc | 21,216 | $308.6 萬 | 2.16% | +542+2.6% | 加碼 |
| Sawgrass Asset Management LLC | 21,205 | $308.4 萬 | 0.38% | +2,672+14.4% | 加碼 |
| Trinity Financial Advisors LLC | 21,193 | $308.2 萬 | 1.65% | +2,350+12.5% | 加碼 |
| Transatlantique Private Wealth LLC | 21,159 | $307.7 萬 | 1.61% | +859+4.2% | 加碼 |
| JT Stratford LLC | 21,138 | $307.4 萬 | 0.83% | −1,875−8.1% | 減碼 |
| X-Square Capital, LLC | 21,084 | $306.7 萬 | 2.06% | −593−2.7% | 減碼 |
| Heartland Bank & Trust Co | 21,031 | $305.9 萬 | 2.39% | −1,121−5.1% | 減碼 |
| Abacus Planning Group, Inc. | 20,994 | $305.3 萬 | 0.74% | +20.0% | 加碼 |
| Knott David M Jr | 20,985 | $305.2 萬 | 1.29% | 00.0% | 不變 |
| Royal Capital Wealth Management, LLC | 20,984 | $305.2 萬 | 2.88% | +84+0.4% | 加碼 |
| Coastline Trust Co | 20,965 | $304.9 萬 | 0.43% | −794−3.6% | 減碼 |
| Aj Wealth Strategies, LLC | 20,894 | $303.9 萬 | 0.15% | +346+1.7% | 加碼 |
| Providence Wealth Advisors, LLC | 21,009 | $303.9 萬 | 3.36% | +5,273+33.5% | 加碼 |
| Convergence Investment Partners, LLC | 20,888 | $303.8 萬 | 1.74% | −181−0.9% | 減碼 |
| Investment Partners, Ltd. | 20,883 | $303.7 萬 | 1.58% | −17−0.1% | 減碼 |
| Maven Securities LTD | 20,869 | $303.5 萬 | 0.43% | +18,539+795.7% | 加碼 |
| West Michigan Advisors, LLC | 20,865 | $303.5 萬 | 1.21% | +4,583+28.1% | 加碼 |
| Bessemer Securities LLC | 20,829 | $302.9 萬 | 2.01% | −11,900−36.4% | 減碼 |
| MCF Advisors LLC | 20,822 | $302.8 萬 | 0.27% | +256+1.2% | 加碼 |
| Resurgent Financial Advisors LLC | 20,819 | $302.8 萬 | 2.01% | +342+1.7% | 加碼 |
| Spirit of America Management Corp | 20,792 | $302.4 萬 | 0.68% | −200−1.0% | 減碼 |
| Sentry Investment Management LLC | 20,764 | $302.0 萬 | 1.14% | +4,329+26.3% | 加碼 |
| Sugarloaf Wealth Management, LLC | 20,747 | $301.7 萬 | 0.71% | +641+3.2% | 加碼 |
| C2C Wealth Management, LLC | 19,673 | $301.5 萬 | 0.40% | −352−1.8% | 減碼 |
| First PREMIER Bank | 20,711 | $301.2 萬 | 0.86% | −35−0.2% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 20,639 | $300.2 萬 | 0.32% | +20,639 | 新進 |
| Trustmark National Bank Trust Department | 20,583 | $299.4 萬 | 0.28% | −4,110−16.6% | 減碼 |
| Landmark Financial Advisors, LLC | 20,578 | $299.3 萬 | 1.23% | −196−0.9% | 減碼 |
| O'Dell Group, LLC | 20,575 | $299.2 萬 | 0.85% | +584+2.9% | 加碼 |
| Alyeska Investment Group, L.P. | 20,565 | $299.1 萬 | 0.02% | −52,752−72.0% | 減碼 |
| Trifecta Capital Advisors, LLC | 20,559 | $299.0 萬 | 0.96% | +135+0.7% | 加碼 |
| Wakefield Asset Management LLLP | 20,550 | $298.9 萬 | 1.19% | +15,922+344.0% | 加碼 |
| Permanens Capital L.P. | 20,538 | $298.7 萬 | 0.69% | −12,812−38.4% | 減碼 |
| Northstar Asset Management LLC | 20,533 | $298.6 萬 | 0.82% | −70−0.3% | 減碼 |
| Glen Eagle Advisors, LLC | 20,532 | $298.1 萬 | 0.69% | +1,254+6.5% | 加碼 |
| Pinkerton Retirement Specialists, LLC | 20,483 | $297.9 萬 | 0.59% | +733+3.7% | 加碼 |
| Sanders Morris Harris LLC | 20,345 | $296.8 萬 | 0.66% | +7,437+57.6% | 加碼 |
| Archer Investment Corp | 20,376 | $296.3 萬 | 1.06% | +460+2.3% | 加碼 |
| Cobblestone Capital Advisors LLC | 20,357 | $296.1 萬 | 0.21% | −10.0% | 減碼 |
| Bedell Frazier Investment Counseling, LLC | 20,346 | $295.9 萬 | 0.87% | +130+0.6% | 加碼 |
| Legacy Advisors, LLC | 20,305 | $295.3 萬 | 0.44% | +12,919+174.9% | 加碼 |
| Forza Wealth Management, LLC | 20,299 | $295.2 萬 | 1.49% | −155−0.8% | 減碼 |
| Agate Pass Investment Management, LLC | 20,262 | $294.7 萬 | 1.79% | +793+4.1% | 加碼 |
| Parkside Financial Bank & Trust | 20,248 | $294.5 萬 | 0.70% | +2,451+13.8% | 加碼 |
| Jmac Enterprises LLC | 20,247 | $294.5 萬 | 0.73% | +1,483+7.9% | 加碼 |
| Register Financial Advisors LLC | 20,230 | $294.2 萬 | 2.10% | +488+2.5% | 加碼 |
| Keebeck Wealth Management, LLC | 20,178 | $293.5 萬 | 0.40% | +177+0.9% | 加碼 |
| BBR Partners, LLC | 20,159 | $293.2 萬 | 0.32% | +45+0.2% | 加碼 |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $292.6 萬 | 2.38% | 00.0% | 不變 |
| Secure Asset Management, LLC | 20,085 | $292.1 萬 | 0.89% | −247−1.2% | 減碼 |
| Marathon Capital Management | 20,059 | $291.7 萬 | 0.72% | −143−0.7% | 減碼 |
| Maltese Capital Management LLC | 20,000 | $290.9 萬 | 1.01% | 00.0% | 不變 |
| Regatta Capital Group, LLC | 19,962 | $290.3 萬 | 0.92% | −286−1.4% | 減碼 |
| Platte River Wealth Advisors, LLC | 19,946 | $290.1 萬 | 1.02% | −571−2.8% | 減碼 |
| Mine & Arao Wealth Creation & Management, LLC. | 19,943 | $290.0 萬 | 1.70% | +421+2.2% | 加碼 |
| Intrua Financial, LLC | 19,936 | $289.9 萬 | 0.52% | +3,081+18.3% | 加碼 |
| Pacifica Partners Inc. | 20,010 | $289.4 萬 | 1.64% | −19−0.1% | 減碼 |
| First United Bank Trust | 19,865 | $288.9 萬 | 1.28% | +146+0.7% | 加碼 |
| Nixon Peabody Trust Co | 19,861 | $288.9 萬 | 2.34% | −10,165−33.9% | 減碼 |
| Grandview Asset Management LLC | 19,837 | $288.5 萬 | 2.81% | +4,982+33.5% | 加碼 |
| Beck Capital Management, LLC | 19,780 | $287.7 萬 | 1.13% | −996−4.8% | 減碼 |
| DeDora Capital, Inc. | 19,753 | $287.3 萬 | 1.11% | +374+1.9% | 加碼 |
| Vident Investment Advisory, LLC | 19,756 | $287.2 萬 | 0.10% | −32,502−62.2% | 減碼 |
| Liberty One Investment Management, LLC | 19,736 | $287.0 萬 | 0.37% | +749+3.9% | 加碼 |
| Signature Wealth Management Partners, LLC | 19,723 | $286.8 萬 | 2.66% | +464+2.4% | 加碼 |
| Prosperity Consulting Group, LLC | 19,682 | $286.3 萬 | 1.76% | −797−3.9% | 減碼 |
| Canton Hathaway, LLC | 19,639 | $285.6 萬 | 0.89% | 00.0% | 不變 |