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 |
|---|---|---|---|---|---|
| Pinnacle Wealth Management Group, Inc. | 11,256 | $163.7 萬 | 1.43% | −550−4.7% | 減碼 |
| Grant/GrossMendelsohn, LLC | 11,102 | $163.7 萬 | 0.66% | +367+3.4% | 加碼 |
| Birinyi Associates Inc | 11,252 | $163.6 萬 | 0.60% | +20.0% | 加碼 |
| TBH Global Asset Management, LLC | 11,236 | $163.4 萬 | 0.32% | +1,784+18.9% | 加碼 |
| Mainstay Capital Management LLC | 11,233 | $163.4 萬 | 0.29% | −391−3.4% | 減碼 |
| One Charles Private Wealth Services, LLC | 11,209 | $163.0 萬 | 0.95% | −59−0.5% | 減碼 |
| Marble Harbor Investment Counsel, LLC | 11,199 | $162.9 萬 | 0.20% | 00.0% | 不變 |
| Well Done, LLC | 11,194 | $162.8 萬 | 0.35% | +1,345+13.7% | 加碼 |
| Canvas Wealth Advisors, LLC | 10,298 | $162.7 萬 | 0.60% | −707−6.4% | 減碼 |
| Winthrop Advisory Group LLC | 11,159 | $162.3 萬 | 0.26% | +586+5.5% | 加碼 |
| Formidable Asset Management, LLC | 11,130 | $161.9 萬 | 0.35% | +339+3.1% | 加碼 |
| MBL Wealth, LLC | 11,128 | $161.8 萬 | 0.23% | −213−1.9% | 減碼 |
| Castle Rock Wealth Management, LLC | 11,175 | $161.6 萬 | 0.55% | −566−4.8% | 減碼 |
| Cacti Asset Management LLC | 11,110 | $161.6 萬 | 0.15% | 00.0% | 不變 |
| Catalyst Financial Partners LLC | 11,104 | $161.5 萬 | 0.58% | +1,249+12.7% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 11,100 | $161.4 萬 | 0.00% | +92+0.8% | 加碼 |
| Blue Square Asset Management, LLC | 11,090 | $161.3 萬 | 1.15% | +7,919+249.7% | 加碼 |
| Vantage Financial Partners Ltd., Inc. | 11,074 | $161.1 萬 | 0.89% | 00.0% | 不變 |
| Eagle Capital Management, LLC | 11,060 | $160.9 萬 | 0.90% | +11,060 | 新進 |
| Costello Asset Management, INC | 11,062 | $160.9 萬 | 1.38% | −10−0.1% | 減碼 |
| JNBA Financial Advisors | 11,057 | $160.8 萬 | 0.19% | +117+1.1% | 加碼 |
| Evergreen Wealth Management, LLC | 11,056 | $160.8 萬 | 1.26% | −938−7.8% | 減碼 |
| Shay Capital LLC | 11,050 | $160.7 萬 | 0.57% | −1,050−8.7% | 減碼 |
| Biltmore Family Office, LLC | 11,049 | $160.7 萬 | 0.34% | −1,219−9.9% | 減碼 |
| Orion Capital Management LLC | 11,044 | $160.6 萬 | 1.06% | −6−0.1% | 減碼 |
| Trust Investment Advisors | 11,009 | $160.1 萬 | 1.29% | +201+1.9% | 加碼 |
| G&S Capital LLC | 11,007 | $160.1 萬 | 0.77% | −1,964−15.1% | 減碼 |
| Inscription Capital, LLC | 10,975 | $159.6 萬 | 0.50% | −347−3.1% | 減碼 |
| Wealth Architects, LLC | 10,953 | $159.3 萬 | 0.26% | +33+0.3% | 加碼 |
| Concord Asset Management, LLC | 10,946 | $159.2 萬 | 0.56% | +2,339+27.2% | 加碼 |
| LGT Financial Advisors LLC | 10,942 | $159.1 萬 | 1.70% | +4,826+78.9% | 加碼 |
| Personal Cfo Solutions, LLC | 10,930 | $159.0 萬 | 0.32% | +1,450+15.3% | 加碼 |
| Aldebaran Financial Inc. | 10,917 | $158.8 萬 | 2.28% | −1,591−12.7% | 減碼 |
| WealthBridge Capital Management, LLC | 10,851 | $157.8 萬 | 0.63% | −4,631−29.9% | 減碼 |
| CoreFirst Bank & Trust | 10,847 | $157.8 萬 | 1.11% | −678−5.9% | 減碼 |
| CIC Wealth, LLC | 10,845 | $157.7 萬 | 0.55% | +26+0.2% | 加碼 |
| Wealth Alliance Advisory Group, LLC | 10,828 | $157.5 萬 | 0.56% | −1,843−14.5% | 減碼 |
| Westmount Partners, LLC | 10,815 | $157.3 萬 | 0.68% | +163+1.5% | 加碼 |
| Wealth Management Partners, LLC | 10,809 | $157.2 萬 | 0.99% | +365+3.5% | 加碼 |
| Hollow Brook Wealth Management LLC | 10,808 | $157.2 萬 | 0.68% | +230+2.2% | 加碼 |
| Oarsman Capital, Inc. | 10,784 | $156.8 萬 | 0.69% | −2,436−18.4% | 減碼 |
| De Burlo Group Inc | 10,773 | $156.7 萬 | 0.26% | +456+4.4% | 加碼 |
| Princeton Capital Management LLC | 10,772 | $156.7 萬 | 0.65% | −472−4.2% | 減碼 |
| Applied Capital LLC | 10,750 | $156.3 萬 | 1.48% | +31+0.3% | 加碼 |
| Trust Co | 10,735 | $156.1 萬 | 0.23% | −5,230−32.8% | 減碼 |
| Orleans Capital Management Corp | 10,727 | $156.0 萬 | 1.11% | +390+3.8% | 加碼 |
| Cape Ann Savings Bank | 10,726 | $156.0 萬 | 1.04% | −134−1.2% | 減碼 |
| Summit Financial Strategies, Inc. | 10,692 | $155.5 萬 | 0.29% | +196+1.9% | 加碼 |
| JSF Financial, LLC | 10,680 | $155.3 萬 | 0.55% | +65+0.6% | 加碼 |
| 44 Wealth Management LLC | 10,679 | $155.3 萬 | 0.53% | −1,005−8.6% | 減碼 |
| Tradition Wealth Management, LLC | 10,677 | $155.3 萬 | 0.18% | −110−1.0% | 減碼 |
| RW Investment Management LLC | 10,632 | $154.6 萬 | 0.32% | −64−0.6% | 減碼 |
| Paulson Wealth Management Inc. | 10,604 | $154.2 萬 | 0.53% | +1,231+13.1% | 加碼 |
| Matrix Private Capital Group LLC | 10,564 | $153.6 萬 | 1.12% | −1,187−10.1% | 減碼 |
| Connecticut Wealth Management, LLC | 10,553 | $153.5 萬 | 0.11% | +2,310+28.0% | 加碼 |
| Calton & Associates, Inc. | 10,549 | $153.4 萬 | 0.72% | +2,013+23.6% | 加碼 |
| Ignite Planners, LLC | 10,621 | $153.3 萬 | 0.59% | −131−1.2% | 減碼 |
| Gilman Hill Asset Management, LLC | 10,523 | $153.0 萬 | 0.28% | +250+2.4% | 加碼 |
| Select Asset Management & Trust | 10,490 | $152.6 萬 | 0.93% | +2,129+25.5% | 加碼 |
| Sterling Investment Counsel, LLC | 10,463 | $152.2 萬 | 0.82% | +272+2.7% | 加碼 |
| Capital Square, LLC | 10,417 | $151.5 萬 | 1.40% | −49−0.5% | 減碼 |
| First National Bank of South Miami | 10,417 | $151.5 萬 | 1.22% | −542−4.9% | 減碼 |
| Sky Investment Group LLC | 10,406 | $151.3 萬 | 0.33% | −240−2.3% | 減碼 |
| Cypress Wealth Services, LLC | 9,864 | $151.3 萬 | 0.40% | +1,248+14.5% | 加碼 |
| Signet Financial Management, LLC | 10,401 | $151.3 萬 | 0.24% | −660−6.0% | 減碼 |
| Taika Capital, LP | 10,400 | $151.3 萬 | 0.83% | −1,400−11.9% | 減碼 |
| Epacria Capital Partners, LLC | 10,400 | $151.3 萬 | 1.24% | 00.0% | 不變 |
| Capital Advisors, Ltd. LLC | 10,397 | $151.2 萬 | 0.23% | +1,328+14.6% | 加碼 |
| LexAurum Advisors, LLC | 10,380 | $151.0 萬 | 0.45% | +3,995+62.6% | 加碼 |
| Central Bank & Trust Co | 10,351 | $150.5 萬 | 0.26% | +473+4.8% | 加碼 |
| Landscape Capital Management, L.L.C. | 10,324 | $150.2 萬 | 0.20% | +10,324 | 新進 |
| Executive Wealth Management, LLC | 10,322 | $150.1 萬 | 0.16% | +406+4.1% | 加碼 |
| Global Trust Asset Management, LLC | 10,316 | $150.0 萬 | 0.67% | −168−1.6% | 減碼 |
| Towercrest Capital Management | 10,275 | $149.4 萬 | 0.28% | +444+4.5% | 加碼 |
| PYA Waltman Capital, LLC | 9,650 | $149.3 萬 | 0.64% | +2,578+36.5% | 加碼 |
| Old Mission Investment Co LLC | 10,262 | $149.2 萬 | 0.55% | −245−2.3% | 減碼 |
| Morris Financial Concepts, Inc. | 10,260 | $149.2 萬 | 0.96% | −130−1.3% | 減碼 |
| LGT Fund Management Co Ltd. | 10,250 | $149.1 萬 | 0.68% | −7,300−41.6% | 減碼 |
| Allstate Corp | 10,238 | $148.9 萬 | 0.09% | 00.0% | 不變 |
| Onyx Bridge Wealth Group LLC | 10,210 | $148.5 萬 | 0.36% | +472+4.8% | 加碼 |
| Prentice Wealth Management LLC | 10,206 | $148.4 萬 | 0.67% | +182+1.8% | 加碼 |
| Samalin Investment Counsel, LLC | 10,205 | $148.4 萬 | 0.80% | −1,052−9.3% | 減碼 |
| Armstrong, Fleming & Moore, Inc | 10,195 | $148.3 萬 | 1.36% | +10,195 | 新進 |
| Perennial Investment Advisors, LLC | 10,178 | $148.0 萬 | 0.26% | −80−0.8% | 減碼 |
| Meridian Financial Partners LLC | 9,452 | $147.6 萬 | 0.89% | +662+7.5% | 加碼 |
| London & Capital Asset Management Ltd | 10,147 | $147.6 萬 | 0.15% | −817−7.5% | 減碼 |
| First Citizens Financial Corp | 10,147 | $147.6 萬 | 1.00% | +10,147 | 新進 |
| LifeSteps Financial, Inc. | 10,145 | $147.5 萬 | 1.46% | +12+0.1% | 加碼 |
| Woodward Diversified Capital, LLC | 10,139 | $147.5 萬 | 1.11% | −187−1.8% | 減碼 |
| CRA Financial Services, LLC | 10,136 | $147.4 萬 | 0.40% | +158+1.6% | 加碼 |
| Cubist Systematic Strategies, LLC | 10,131 | $147.3 萬 | 0.02% | −219,025−95.6% | 減碼 |
| Rainsberger Wealth Advisors, Inc. | 10,120 | $147.2 萬 | 0.89% | +158+1.6% | 加碼 |
| Richard P Slaughter Associates Inc | 10,119 | $147.2 萬 | 0.42% | +216+2.2% | 加碼 |
| Perkins Coie Trust Co | 10,110 | $147.0 萬 | 0.42% | +7,490+285.9% | 加碼 |
| Financial Insights, Inc. | 10,107 | $147.0 萬 | 0.54% | +1,390+15.9% | 加碼 |
| Focused Wealth Management, Inc | 10,098 | $146.9 萬 | 0.26% | −244−2.4% | 減碼 |
| Lincluden Management Ltd | 10,087 | $146.7 萬 | 0.17% | −97−1.0% | 減碼 |
| Carson Advisory Inc. | 10,081 | $146.6 萬 | 1.24% | −80−0.8% | 減碼 |
| NWK Group, Inc. | 10,053 | $146.2 萬 | 0.86% | +10,053 | 新進 |
| Prelude Capital Management, LLC | 10,047 | $146.1 萬 | 0.12% | +10,047 | 新進 |