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 |
|---|---|---|---|---|---|
| Nicholas Hoffman & Company, LLC. | 12,696 | $184.7 萬 | 0.07% | +572+4.7% | 加碼 |
| Proficio Capital Partners LLC | 12,658 | $184.1 萬 | 0.25% | +484+4.0% | 加碼 |
| Wrapmanager Inc | 12,650 | $184.0 萬 | 0.56% | −412−3.2% | 減碼 |
| Fiduciary Planning LLC | 12,630 | $183.7 萬 | 0.85% | +21+0.2% | 加碼 |
| Trail Ridge Investment Advisors, LLC | 12,588 | $183.1 萬 | 1.13% | −363−2.8% | 減碼 |
| Waddell & Associates, LLC | 12,557 | $182.6 萬 | 0.27% | +1,996+18.9% | 加碼 |
| Falcon Wealth Planning | 12,546 | $182.5 萬 | 0.41% | +439+3.6% | 加碼 |
| Avidian Wealth Solutions, LLC | 12,536 | $182.3 萬 | 0.12% | −17,719−58.6% | 減碼 |
| Greenwich Wealth Management LLC | 12,504 | $181.9 萬 | 0.19% | −154−1.2% | 減碼 |
| Lindenwold Advisors | 12,497 | $181.7 萬 | 1.11% | −1,695−11.9% | 減碼 |
| Tempus Wealth Planning, LLC | 12,492 | $181.7 萬 | 0.82% | −312−2.4% | 減碼 |
| Psagot Value Holdings Ltd. / (Israel) | 12,690 | $181.1 萬 | 0.92% | +5,200+69.4% | 加碼 |
| A. D. Beadell Investment Counsel, Inc. | 12,424 | $180.6 萬 | 1.75% | −250−2.0% | 減碼 |
| Mastrapasqua Asset Management Inc | 12,378 | $180.0 萬 | 0.20% | −20.0% | 減碼 |
| Chesapeake Wealth Management | 12,370 | $179.9 萬 | 0.71% | −537−4.2% | 減碼 |
| Vista Investment Management | 12,300 | $178.9 萬 | 0.91% | −126−1.0% | 減碼 |
| Weatherly Asset Management L. P. | 12,296 | $178.8 萬 | 0.21% | +140+1.2% | 加碼 |
| 626 Financial, LLC | 12,289 | $178.7 萬 | 1.14% | −813−6.2% | 減碼 |
| Oder Investment Management, LLC | 12,252 | $178.2 萬 | 1.95% | −137−1.1% | 減碼 |
| Game Creek Capital, LP | 12,250 | $178.2 萬 | 1.18% | −3,750−23.4% | 減碼 |
| Bath Savings Trust Co | 12,231 | $177.9 萬 | 0.21% | −400−3.2% | 減碼 |
| Traphagen Investment Advisors LLC | 12,229 | $177.9 萬 | 0.23% | +179+1.5% | 加碼 |
| Mendel Money Management | 12,214 | $177.6 萬 | 0.91% | −7,830−39.1% | 減碼 |
| Ballast, Inc. | 12,208 | $177.6 萬 | 0.68% | +268+2.2% | 加碼 |
| Connective Portfolio Management, LLC | 12,080 | $177.1 萬 | 4.39% | +12,080 | 新進 |
| Invesco, LLC | 12,162 | $176.9 萬 | 0.87% | +12,162 | 新進 |
| MJP Associates Inc | 12,138 | $176.5 萬 | 0.58% | −379−3.0% | 減碼 |
| Dover Advisors, LLC | 12,122 | $176.3 萬 | 1.56% | −1,947−13.8% | 減碼 |
| Winning Points Advisors, LLC | 10,323 | $175.6 萬 | 2.71% | −13,300−56.3% | 減碼 |
| Algert Global LLC | 12,061 | $175.4 萬 | 0.08% | +8,200+212.4% | 加碼 |
| ORG Partners LLC | 11,981 | $175.4 萬 | 0.28% | +1,552+14.9% | 加碼 |
| Autumn Glory Partners, LLC | 12,058 | $175.4 萬 | 1.28% | +3,125+35.0% | 加碼 |
| Avestar Capital, LLC | 12,031 | $175.0 萬 | 0.30% | +1,077+9.8% | 加碼 |
| Two Sigma Investments, LP | 12,000 | $174.5 萬 | 0.00% | 00.0% | 不變 |
| Ulysses Management LLC | 12,000 | $174.5 萬 | 0.45% | 00.0% | 不變 |
| U S Global Investors Inc | 12,000 | $174.5 萬 | 0.10% | +12,000 | 新進 |
| Fort Point Capital Partners LLC | 11,961 | $174.0 萬 | 0.26% | +480+4.2% | 加碼 |
| Gateway Advisory, LLC | 11,954 | $173.9 萬 | 0.37% | +4,905+69.6% | 加碼 |
| HMS Capital Management, LLC | 11,936 | $173.6 萬 | 1.05% | −231−1.9% | 減碼 |
| BSW Wealth Partners | 11,935 | $173.6 萬 | 0.36% | +47+0.4% | 加碼 |
| Acorn Wealth Advisors, LLC | 11,921 | $173.4 萬 | 1.18% | −20−0.2% | 減碼 |
| Aldebaran Capital, LLC | 11,907 | $173.2 萬 | 1.78% | 00.0% | 不變 |
| Roman Butler Fullerton & Co | 11,215 | $173.0 萬 | 0.79% | −394−3.4% | 減碼 |
| Trillium Asset Management, LLC | 11,889 | $172.9 萬 | 0.05% | −98−0.8% | 減碼 |
| WealthPlan Investment Management, LLC | 11,874 | $172.7 萬 | 0.51% | −8,734−42.4% | 減碼 |
| Birmingham Capital Management Co Inc | 11,857 | $172.4 萬 | 0.72% | −3,670−23.6% | 減碼 |
| Elmwood Wealth Management, Inc. | 11,848 | $172.3 萬 | 0.80% | −932−7.3% | 減碼 |
| Clarus Group, Inc. | 11,842 | $172.2 萬 | 1.26% | +3,467+41.4% | 加碼 |
| Marietta Investment Partners LLC | 11,840 | $172.2 萬 | 0.45% | +40+0.3% | 加碼 |
| Keudell/Morrison Wealth Management | 11,836 | $172.1 萬 | 0.50% | −51−0.4% | 減碼 |
| Invst, LLC | 11,820 | $171.9 萬 | 0.25% | −214−1.8% | 減碼 |
| First Dallas Securities Inc. | 11,815 | $171.8 萬 | 0.96% | −299−2.5% | 減碼 |
| Kinsale Capital Group, Inc. | 11,810 | $171.8 萬 | 1.04% | +6,056+105.2% | 加碼 |
| MBA Advisors LLC | 11,783 | $171.4 萬 | 1.02% | −396−3.3% | 減碼 |
| Peachtree Investment Partners, LLC | 11,779 | $171.3 萬 | 0.78% | +351+3.1% | 加碼 |
| Windsor Capital Management, LLC | 11,751 | $170.9 萬 | 0.57% | 00.0% | 不變 |
| American Investment Services, Inc. | 11,716 | $170.4 萬 | 0.35% | −16,292−58.2% | 減碼 |
| Icon Wealth Partners, LLC | 11,709 | $170.3 萬 | 0.18% | −3,479−22.9% | 減碼 |
| Corundum Group, Inc. | 11,693 | $170.1 萬 | 0.85% | −3,593−23.5% | 減碼 |
| Paces Ferry Wealth Advisors, LLC | 11,686 | $170.0 萬 | 1.28% | −104−0.9% | 減碼 |
| ASB Consultores, LLC | 11,686 | $170.0 萬 | 0.83% | −537−4.4% | 減碼 |
| Peoples Bank | 11,643 | $169.3 萬 | 1.04% | −359−3.0% | 減碼 |
| Heron Financial Group, LLC | 11,638 | $169.3 萬 | 0.91% | −180−1.5% | 減碼 |
| Front Row Advisors LLC | 11,617 | $169.0 萬 | 0.75% | +28+0.2% | 加碼 |
| WT Wealth Management | 11,617 | $169.0 萬 | 0.70% | −232−2.0% | 減碼 |
| Allred Capital Management, LLC | 11,604 | $168.8 萬 | 0.83% | +795+7.4% | 加碼 |
| Evergreen Wealth Solutions, LLC | 11,597 | $168.7 萬 | 1.70% | −107−0.9% | 減碼 |
| ARGA Investment Management, LP | 11,581 | $168.4 萬 | 0.06% | 00.0% | 不變 |
| Kidder Stephen W | 11,567 | $168.2 萬 | 0.55% | +800+7.4% | 加碼 |
| Oak Hill Wealth Advisors, LLC | 11,561 | $168.1 萬 | 0.62% | +30.0% | 加碼 |
| My Legacy Advisors, LLC | 11,282 | $168.0 萬 | 0.66% | +545+5.1% | 加碼 |
| Aft, Forsyth & Company, Inc. | 11,539 | $167.8 萬 | 1.19% | +260+2.3% | 加碼 |
| Optas, LLC | 11,534 | $167.8 萬 | 0.56% | +177+1.6% | 加碼 |
| Kelly Lawrence W & Associates Inc | 11,766 | $167.7 萬 | 0.43% | −694−5.6% | 減碼 |
| Rosenbaum Jay D. | 11,528 | $167.7 萬 | 2.69% | −686−5.6% | 減碼 |
| Granite Bay Wealth Management, LLC | 11,523 | $167.6 萬 | 1.56% | +2,771+31.7% | 加碼 |
| Financial Management Professionals, Inc. | 11,516 | $167.5 萬 | 0.28% | +254+2.3% | 加碼 |
| BHK Investment Advisors, LLC | 11,504 | $167.3 萬 | 0.72% | −356−3.0% | 減碼 |
| Sonata Capital Group Inc | 11,483 | $167.0 萬 | 0.86% | +500+4.6% | 加碼 |
| BlackDiamond Wealth Management Inc. | 10,642 | $166.9 萬 | 1.41% | +169+1.6% | 加碼 |
| Schrum Private Wealth Management LLC | 11,443 | $166.4 萬 | 1.80% | +6+0.1% | 加碼 |
| Redhawk Wealth Advisors, Inc. | 11,414 | $166.0 萬 | 0.51% | +2,376+26.3% | 加碼 |
| Aaron Wealth Advisors | 11,413 | $166.0 萬 | 0.22% | +516+4.7% | 加碼 |
| St. Johns Investment Management Company, LLC | 11,374 | $165.4 萬 | 0.90% | −236−2.0% | 減碼 |
| McMillion Capital Management Inc | 11,357 | $165.2 萬 | 1.47% | −542−4.6% | 減碼 |
| FinTrust Capital Advisors, LLC | 12,312 | $165.1 萬 | 0.40% | 00.0% | 不變 |
| Geller Advisors LLC | 11,347 | $165.0 萬 | 0.21% | +5,385+90.3% | 加碼 |
| Patriot Investment Management Inc. | 11,333 | $164.8 萬 | 0.14% | +40+0.4% | 加碼 |
| Highview Capital Management LLC | 11,331 | $164.8 萬 | 0.89% | −22−0.2% | 減碼 |
| Aire Advisors, LLC | 11,327 | $164.8 萬 | 0.43% | +997+9.7% | 加碼 |
| Godshalk Welsh Capital Management, Inc. | 11,325 | $164.7 萬 | 1.13% | −200−1.7% | 減碼 |
| Truepoint, Inc. | 11,308 | $164.5 萬 | 0.05% | +208+1.9% | 加碼 |
| Sabadell Asset Management, S.A S.G.I.I.C | 11,214 | $164.4 萬 | 0.34% | 00.0% | 不變 |
| Caldwell Investment Management Ltd. | 11,460 | $164.4 萬 | 1.24% | 00.0% | 不變 |
| Heartwood Wealth Advisors LLC | 11,301 | $164.4 萬 | 0.23% | +1,181+11.7% | 加碼 |
| CKW Financial Group | 11,295 | $164.3 萬 | 0.25% | +408+3.7% | 加碼 |
| Norris Perne & French LLP | 11,296 | $164.3 萬 | 0.14% | +140+1.3% | 加碼 |
| Texas Capital Bancshares Inc | 11,287 | $164.2 萬 | 0.91% | −241−2.1% | 減碼 |
| Hazlett, Burt & Watson, Inc. | 11,284 | $164.1 萬 | 1.22% | +39+0.3% | 加碼 |
| Consolidated Portfolio Review Corp | 11,276 | $164.0 萬 | 0.39% | −8−0.1% | 減碼 |