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 5,157 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 −5,248 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 1,625 家加碼
- 清倉機構
- 96
- 另有 1,514 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 | 5,157 | $6,437 億 |
| 2026 年第 1 季 | 5,102 | $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 | 4,679 | $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 | 3,711 | $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 | 3,629 | $2,783 億 |
| 2022 年第 3 季 | 3,396 | $2,129 億 |
| 2022 年第 2 季 | 3,428 | $2,293 億 |
| 2022 年第 1 季 | 3,519 | $2,789 億 |
| 2021 年第 4 季 | 3,594 | $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 |
|---|---|---|---|---|---|
| Cullen/Frost Bankers, Inc. | 448,559 | $6,524 萬 | 1.11% | −11,336−2.5% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 447,169 | $6,504 萬 | 0.20% | +72,484+19.3% | 加碼 |
| Omers Administration Corp | 446,464 | $6,493 萬 | 1.01% | 00.0% | 不變 |
| Glenview Trust Co | 445,505 | $6,479 萬 | 1.77% | +12,352+2.9% | 加碼 |
| Beck Mack & Oliver LLC | 443,862 | $6,456 萬 | 1.69% | −5,683−1.3% | 減碼 |
| Gabelli Funds LLC | 442,872 | $6,441 萬 | 0.49% | −1,150−0.3% | 減碼 |
| Mutual of America Capital Management LLC | 439,441 | $6,391 萬 | 0.73% | +1070.0% | 加碼 |
| AE Wealth Management LLC | 433,466 | $6,304 萬 | 0.38% | +83,985+24.0% | 加碼 |
| Capital International Inc | 433,317 | $6,302 萬 | 1.14% | +46,425+12.0% | 加碼 |
| Stock Yards Bank & Trust Co | 432,379 | $6,289 萬 | 2.30% | −2,199−0.5% | 減碼 |
| RNC Capital Management LLC | 425,760 | $6,192 萬 | 3.42% | −7,097−1.6% | 減碼 |
| Ofi Invest Asset Management | 424,952 | $6,181 萬 | 2.46% | −55,621,249−99.2% | 減碼 |
| Atalanta Sosnoff Capital, LLC | 421,626 | $6,132 萬 | 1.66% | +6,372+1.5% | 加碼 |
| Fort Washington Investment Advisors Inc | 420,226 | $6,112 萬 | 0.44% | −86,710−17.1% | 減碼 |
| Abrams Bison Investments, LLC | 420,000 | $6,108 萬 | 6.13% | 00.0% | 不變 |
| PFS Investments Inc. | 417,575 | $6,073 萬 | 0.99% | +21,056+5.3% | 加碼 |
| New York Life Investment Management LLC | 415,357 | $6,041 萬 | 0.63% | −1,248−0.3% | 減碼 |
| Donaldson Capital Management, LLC | 415,343 | $6,041 萬 | 2.75% | +9,096+2.2% | 加碼 |
| Border to Coast Pensions Partnership Ltd | 414,492 | $6,024 萬 | 1.51% | 00.0% | 不變 |
| Prio Wealth Limited Partnership | 405,604 | $5,899 萬 | 2.11% | −6,026−1.5% | 減碼 |
| Investment Management Corp of Ontario | 404,643 | $5,885 萬 | 2.50% | −24,732−5.8% | 減碼 |
| Ninety One UK Ltd | 402,563 | $5,855 萬 | 0.17% | +56,456+16.3% | 加碼 |
| Becker Capital Management Inc | 401,266 | $5,836 萬 | 2.21% | +8,309+2.1% | 加碼 |
| Cantor Fitzgerald, L. P. | 400,861 | $5,830 萬 | 1.34% | −335−0.1% | 減碼 |
| Guidance Point Advisors, LLC | 400,652 | $5,827 萬 | 22.38% | +730.0% | 加碼 |
| Associated Banc-Corp | 395,967 | $5,759 萬 | 2.18% | −1,108−0.3% | 減碼 |
| Synovus Financial Corp | 395,767 | $5,756 萬 | 0.63% | +2,717+0.7% | 加碼 |
| Smith Chas P & Associates Pa Cpas | 392,376 | $5,707 萬 | 3.67% | +8,169+2.1% | 加碼 |
| Mercer Global Advisors Inc | 391,836 | $5,699 萬 | 0.23% | +49,081+14.3% | 加碼 |
| Waters Parkerson & Co., LLC | 388,286 | $5,647 萬 | 3.19% | −2,446−0.6% | 減碼 |
| TCTC Holdings, LLC | 387,587 | $5,637 萬 | 2.25% | +1220.0% | 加碼 |
| RMB Capital Management, LLC | 386,116 | $5,616 萬 | 1.84% | −30,143−7.2% | 減碼 |
| Locust Wood Capital Advisers, LLC | 384,298 | $5,589 萬 | 2.90% | +17,010+4.6% | 加碼 |
| GWM Advisors LLC | 382,782 | $5,567 萬 | 0.63% | +24,836+6.9% | 加碼 |
| Nicholas Company, Inc. | 382,470 | $5,563 萬 | 1.06% | 00.0% | 不變 |
| D.A. Davidson & Co. | 381,735 | $5,552 萬 | 0.59% | −1,625−0.4% | 減碼 |
| iA Global Asset Management Inc. | 381,686 | $5,551 萬 | 1.47% | +381,686 | 新進 |
| State of Alaska, Department of Revenue | 376,607 | $5,477 萬 | 0.65% | −27,803−6.9% | 減碼 |
| Advisors Capital Management, LLC | 375,756 | $5,465 萬 | 1.30% | +4,953+1.3% | 加碼 |
| Seizert Capital Partners, LLC | 373,573 | $5,433 萬 | 2.91% | −5,260−1.4% | 減碼 |
| Xponance, Inc. | 370,769 | $5,392 萬 | 0.72% | −19,114−4.9% | 減碼 |
| Private Management Group Inc | 370,536 | $5,389 萬 | 2.29% | −1,225−0.3% | 減碼 |
| Vaughan David Investments LLC | 370,236 | $5,385 萬 | 1.57% | +1,311+0.4% | 加碼 |
| Edgar Lomax Co | 363,613 | $5,288 萬 | 3.48% | −4,937−1.3% | 減碼 |
| Davis R M Inc | 362,826 | $5,277 萬 | 1.27% | −5,584−1.5% | 減碼 |
| Oppenheimer & Co Inc | 359,955 | $5,235 萬 | 1.05% | −5,401−1.5% | 減碼 |
| Boston Private Wealth LLC | 356,560 | $5,186 萬 | 0.94% | −112,420−24.0% | 減碼 |
| Principle Wealth Partners LLC | 352,538 | $5,127 萬 | 5.15% | −1,369−0.4% | 減碼 |
| Cetera Advisor Networks LLC | 350,191 | $5,093 萬 | 0.35% | +2,495+0.7% | 加碼 |
| Carnegie Capital Asset Management, LLC | 349,554 | $5,084 萬 | 1.88% | +3,681+1.1% | 加碼 |
| Dodge & Cox | 346,385 | $5,038 萬 | 0.03% | −16,415−4.5% | 減碼 |
| Czech National Bank | 345,941 | $5,031 萬 | 1.14% | +447+0.1% | 加碼 |
| JTC Employer Solutions Trusteee Ltd | 341,674 | $4,968 萬 | 4.73% | 00.0% | 不變 |
| Wesbanco Bank Inc | 341,085 | $4,961 萬 | 2.09% | +33,918+11.0% | 加碼 |
| Flputnam Investment Management Co | 341,068 | $4,960 萬 | 1.35% | +68,213+25.0% | 加碼 |
| Private Advisor Group, LLC | 333,765 | $4,935 萬 | 0.43% | +10,829+3.4% | 加碼 |
| Global Frontier Investments LLC | 339,000 | $4,930 萬 | 21.58% | 00.0% | 不變 |
| Henshaw Capital LLC | 337,139 | $4,903 萬 | 2.81% | 00.0% | 不變 |
| Vontobel Holding Ltd. | 335,629 | $4,881 萬 | 0.43% | −8,867−2.6% | 減碼 |
| Aristotle Atlantic Partners, LLC | 335,344 | $4,877 萬 | 1.84% | +48,966+17.1% | 加碼 |
| Raymond James Trust N.A. | 333,565 | $4,851 萬 | 1.40% | +1,130+0.3% | 加碼 |
| Lazard Asset Management LLC | 333,257 | $4,847 萬 | 0.06% | −4,219−1.3% | 減碼 |
| Country Trust Bank | 333,140 | $4,845 萬 | 1.31% | −12,716−3.7% | 減碼 |
| Cambiar Investors LLC | 332,912 | $4,842 萬 | 2.04% | −79,569−19.3% | 減碼 |
| Welch Group, LLC | 330,186 | $4,802 萬 | 2.75% | +5,894+1.8% | 加碼 |
| Cetera Investment Advisers | 328,838 | $4,783 萬 | 0.40% | −3,542−1.1% | 減碼 |
| Ilmarinen Mutual Pension Insurance Co | 325,869 | $4,739 萬 | 0.60% | 00.0% | 不變 |
| Deprince Race & Zollo Inc | 324,638 | $4,722 萬 | 1.09% | −6,816−2.1% | 減碼 |
| United Services Automobile Association | 322,479 | $4,690 萬 | 1.34% | +116,217+56.3% | 加碼 |
| Massmutual Trust Co FSB | 322,390 | $4,689 萬 | 1.69% | −2,379−0.7% | 減碼 |
| Guggenheim Capital LLC | 320,380 | $4,660 萬 | 0.37% | −39,998−11.1% | 減碼 |
| Madison Asset Management, LLC | 319,330 | $4,644 萬 | 0.68% | −1,589−0.5% | 減碼 |
| Vigilant Capital Management, LLC | 316,682 | $4,606 萬 | 3.44% | +3,304+1.1% | 加碼 |
| Miller Howard Investments Inc | 314,093 | $4,568 萬 | 1.63% | +1,121+0.4% | 加碼 |
| Daiwa Securities Group Inc. | 313,185 | $4,555 萬 | 0.30% | +4,982+1.6% | 加碼 |
| Adams Diversified Equity Fund, Inc. | 313,063 | $4,553 萬 | 1.89% | +9,576+3.2% | 加碼 |
| Wafra Inc. | 307,867 | $4,478 萬 | 1.47% | 00.0% | 不變 |
| Nan Shan Life Insurance Co., Ltd. | 307,273 | $4,469 萬 | 1.08% | +147,130+91.9% | 加碼 |
| Patient Capital Management, LLC | 307,170 | $4,467 萬 | 2.49% | +266,670+658.4% | 加碼 |
| Swiss Life Asset Management Ltd | 305,450 | $4,444 萬 | 0.66% | −43,873−12.6% | 減碼 |
| Cambridge Trust Co | 305,427 | $4,442 萬 | 2.01% | −64,709−17.5% | 減碼 |
| Whittier Trust Co of Nevada Inc | 305,141 | $4,438 萬 | 1.50% | −3,712−1.2% | 減碼 |
| Beacon Pointe Advisors, LLC | 304,603 | $4,430 萬 | 0.73% | −18,654−5.8% | 減碼 |
| MAI Capital Management | 304,077 | $4,422 萬 | 0.65% | −3,760−1.2% | 減碼 |
| ABN AMRO Bank N.V. | 302,912 | $4,417 萬 | 0.90% | −52,640−14.8% | 減碼 |
| Foundry Partners, LLC | 302,234 | $4,396 萬 | 2.69% | −1,409−0.5% | 減碼 |
| Ancora Advisors, LLC | 299,016 | $4,349 萬 | 1.15% | −3,034−1.0% | 減碼 |
| Gulf International Bank (UK) Ltd | 295,914 | $4,304 萬 | 1.07% | −87,579−22.8% | 減碼 |
| Gamco Investors, Inc. Et Al | 294,838 | $4,288 萬 | 0.45% | −48,197−14.1% | 減碼 |
| Roffman Miller Associates Inc | 294,034 | $4,276 萬 | 3.22% | −990−0.3% | 減碼 |
| Fiduciary Trust Co | 293,494 | $4,269 萬 | 0.75% | −3,391−1.1% | 減碼 |
| North Star Investment Management Corp. | 291,034 | $4,233 萬 | 3.43% | +511+0.2% | 加碼 |
| Gemsstock Limited | 290,400 | $4,224 萬 | 28.49% | +80,500+38.4% | 加碼 |
| Jupiter Asset Management Ltd | 286,404 | $4,164 萬 | 0.46% | +200,519+233.5% | 加碼 |
| Nomura Holdings Inc | 285,965 | $4,159 萬 | 0.42% | −9,000−3.1% | 減碼 |
| Argent Capital Management LLC | 284,783 | $4,142 萬 | 1.34% | −30,967−9.8% | 減碼 |
| Argent Trust Co | 284,448 | $4,137 萬 | 2.24% | +21,870+8.3% | 加碼 |
| Searle & Co. | 261,134 | $4,125 萬 | 12.78% | +170.0% | 加碼 |
| Stephens Inc | 281,062 | $4,088 萬 | 0.74% | +8,092+3.0% | 加碼 |
| Beacon Investment Advisory Services, Inc. | 278,019 | $4,044 萬 | 1.86% | −7,155−2.5% | 減碼 |