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 |
|---|---|---|---|---|---|
| Sabal Trust CO | 277,654 | $4,038 萬 | 2.57% | +409+0.1% | 加碼 |
| NorthCrest Asset Manangement, LLC | 275,485 | $4,007 萬 | 1.59% | −513−0.2% | 減碼 |
| Conning Inc. | 275,071 | $3,994 萬 | 1.34% | −3,092−1.1% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 274,094 | $3,986 萬 | 0.54% | −906−0.3% | 減碼 |
| Destination Wealth Management | 271,469 | $3,948 萬 | 1.47% | −1,761−0.6% | 減碼 |
| Cornerstone Advisors, LLC | 270,800 | $3,939 萬 | 1.88% | −46,200−14.6% | 減碼 |
| Eastern Bank | 270,073 | $3,928 萬 | 1.87% | −2,222−0.8% | 減碼 |
| MBB Public Markets I LLC | 270,033 | $3,927 萬 | 2.24% | −5,234−1.9% | 減碼 |
| Modera Wealth Management, LLC | 269,497 | $3,920 萬 | 0.71% | +247,433+1,121.4% | 加碼 |
| PM Capital Ltd | 269,155 | $3,915 萬 | 8.18% | −15,734−5.5% | 減碼 |
| Tocqueville Asset Management L.P. | 268,663 | $3,907 萬 | 0.70% | +30,087+12.6% | 加碼 |
| Waverton Investment Management Ltd | 266,204 | $3,870 萬 | 1.10% | +101,142+61.3% | 加碼 |
| Natixis | 265,900 | $3,867 萬 | 0.33% | −819,008−75.5% | 減碼 |
| British Columbia Investment Management Corp | 265,161 | $3,857 萬 | 0.36% | +2,877+1.1% | 加碼 |
| Nexus Investment Management ULC | 265,097 | $3,856 萬 | 4.20% | +925+0.4% | 加碼 |
| Bridges Investment Management Inc | 264,073 | $3,841 萬 | 1.29% | −14,325−5.1% | 減碼 |
| Polar Capital Holdings Plc | 262,389 | $3,816 萬 | 0.26% | −55,125−17.4% | 減碼 |
| Badgley Phelps Wealth Managers, LLC | 261,964 | $3,810 萬 | 1.26% | +21,207+8.8% | 加碼 |
| Holocene Advisors, LP | 260,989 | $3,796 萬 | 0.17% | +103,061+65.3% | 加碼 |
| Ceredex Value Advisors LLC | 260,267 | $3,785 萬 | 0.61% | −92,067−26.1% | 減碼 |
| Brinker Capital Investments, LLC | 259,918 | $3,780 萬 | 0.40% | +259,918 | 新進 |
| Orion Portfolio Solutions, LLC | 259,918 | $3,780 萬 | 0.40% | +259,918 | 新進 |
| Barr E S & Co | 259,163 | $3,769 萬 | 2.84% | −1,419−0.5% | 減碼 |
| Taurus Asset Management, LLC | 257,441 | $3,744 萬 | 4.35% | −1,678−0.6% | 減碼 |
| McDonald Capital Investors Inc | 257,232 | $3,741 萬 | 2.79% | −3,370−1.3% | 減碼 |
| ZWJ Investment Counsel Inc | 256,321 | $3,728 萬 | 1.95% | −18,330−6.7% | 減碼 |
| Bridgeway Capital Management, LLC | 255,665 | $3,718 萬 | 0.89% | +145,503+132.1% | 加碼 |
| HM Payson & Co | 254,142 | $3,696 萬 | 0.83% | −29,808−10.5% | 減碼 |
| First Manhattan Co | 254,690 | $3,685 萬 | 0.13% | −19,792−7.2% | 減碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 252,922 | $3,678 萬 | 1.60% | −3,178−1.2% | 減碼 |
| Worldquant Millennium Advisors LLC | 251,641 | $3,660 萬 | 0.62% | +88,263+54.0% | 加碼 |
| Elo Mutual Pension Insurance Co | 251,208 | $3,654 萬 | 1.08% | +16,998+7.3% | 加碼 |
| Capital Group Investment Management Pte. Ltd. | 250,768 | $3,647 萬 | 1.82% | +630.0% | 加碼 |
| First National Trust Co | 249,636 | $3,631 萬 | 1.68% | +1,213+0.5% | 加碼 |
| Meyer Handelman Co | 249,457 | $3,628 萬 | 1.47% | +1,750+0.7% | 加碼 |
| Norinchukin Bank, The | 249,050 | $3,622 萬 | 0.61% | +74,537+42.7% | 加碼 |
| Atria Investments LLC | 248,603 | $3,616 萬 | 0.65% | +19,023+8.3% | 加碼 |
| Wealthfront Advisers LLC | 247,995 | $3,607 萬 | 0.15% | −870.0% | 減碼 |
| Villere St Denis J & Co LLC | 246,356 | $3,583 萬 | 2.59% | +21,007+9.3% | 加碼 |
| First National Bank of Omaha | 245,159 | $3,566 萬 | 2.05% | −4,098−1.6% | 減碼 |
| Ingalls & Snyder LLC | 242,575 | $3,528 萬 | 1.70% | −744−0.3% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 241,624 | $3,511 萬 | 0.46% | +82,847+52.2% | 加碼 |
| Gradient Investments LLC | 240,686 | $3,501 萬 | 0.90% | +3,450+1.5% | 加碼 |
| Heritage Investors Management Corp | 240,169 | $3,493 萬 | 1.40% | +708+0.3% | 加碼 |
| Venture Visionary Partners LLC | 238,816 | $3,473 萬 | 2.05% | +1,990+0.8% | 加碼 |
| Securian Asset Management, Inc | 238,406 | $3,467 萬 | 0.89% | −4,439−1.8% | 減碼 |
| Bryn Mawr Trust Co | 238,374 | $3,467 萬 | 1.44% | −1,319−0.6% | 減碼 |
| Busey Wealth Management | 237,744 | $3,458 萬 | 1.41% | −1,169−0.5% | 減碼 |
| Private Wealth Partners, LLC | 237,185 | $3,450 萬 | 3.17% | −773−0.3% | 減碼 |
| Achmea Investment Management B.V. | 236,360 | $3,438 萬 | 0.73% | +88,610+60.0% | 加碼 |
| Washington Trust Co | 236,148 | $3,435 萬 | 1.45% | −75,889−24.3% | 減碼 |
| First Horizon Advisors, Inc. | 235,660 | $3,427 萬 | 1.19% | +6,446+2.8% | 加碼 |
| Kentucky Retirement Systems | 234,959 | $3,417 萬 | 1.14% | +3,038+1.3% | 加碼 |
| Central Securities Corp | 230,000 | $3,345 萬 | 3.98% | 00.0% | 不變 |
| Bokf, NA | 229,223 | $3,334 萬 | 0.68% | −7,542−3.2% | 減碼 |
| Ieq Capital, LLC | 228,927 | $3,330 萬 | 0.67% | +9,984+4.6% | 加碼 |
| Markel Group Inc.大師馬克爾集團 | 228,550 | $3,324 萬 | 0.40% | +12,000+5.5% | 加碼 |
| Oregon Public Employees Retirement Fund | 227,536 | $3,309 萬 | 0.39% | +70.0% | 加碼 |
| Intech Investment Management LLC | 227,364 | $3,307 萬 | 0.34% | −146,205−39.1% | 減碼 |
| Lido Advisors, LLC | 225,744 | $3,283 萬 | 0.37% | −6,319−2.7% | 減碼 |
| Banco Santander, S.A. | 225,581 | $3,281 萬 | 0.43% | −19,506−8.0% | 減碼 |
| Johnson Investment Counsel Inc | 225,189 | $3,275 萬 | 0.41% | −6,124−2.6% | 減碼 |
| No Street GP LP | 225,000 | $3,272 萬 | 3.86% | +25,000+12.5% | 加碼 |
| Mill Capital Management, LLC | 224,283 | $3,262 萬 | 3.07% | −2,277−1.0% | 減碼 |
| Cetera Advisors LLC | 224,139 | $3,260 萬 | 0.51% | +6,342+2.9% | 加碼 |
| Maryland State Retirement & Pension System | 223,662 | $3,253 萬 | 0.69% | −6,967−3.0% | 減碼 |
| Capital International Sarl | 222,867 | $3,241 萬 | 1.45% | +11,768+5.6% | 加碼 |
| Salem Investment Counselors Inc | 221,733 | $3,225 萬 | 1.17% | −2,662−1.2% | 減碼 |
| Spears Abacus Advisors LLC | 220,786 | $3,211 萬 | 2.62% | +954+0.4% | 加碼 |
| Baker Avenue Asset Management, LP | 220,242 | $3,203 萬 | 1.61% | +337+0.2% | 加碼 |
| Klingenstein Fields & Co LP | 219,034 | $3,186 萬 | 1.47% | −1,383−0.6% | 減碼 |
| JustInvest LLC | 218,452 | $3,177 萬 | 0.97% | +23,542+12.1% | 加碼 |
| Clifford Swan Investment Counsel LLC | 218,200 | $3,173 萬 | 1.28% | −337−0.2% | 減碼 |
| Hosking Partners LLP | 217,860 | $3,169 萬 | 1.34% | +19,278+9.7% | 加碼 |
| Sequoia Financial Advisors, LLC | 217,676 | $3,166 萬 | 0.54% | −15,957−6.8% | 減碼 |
| Stewart & Patten Co LLC | 216,241 | $3,145 萬 | 5.14% | −360.0% | 減碼 |
| Matrix Asset Advisors Inc | 215,166 | $3,129 萬 | 4.31% | +148+0.1% | 加碼 |
| Smith, Salley & Associates | 214,882 | $3,125 萬 | 2.31% | +875+0.4% | 加碼 |
| Old National Bancorp | 213,128 | $3,100 萬 | 0.89% | −11,271−5.0% | 減碼 |
| Alpha Cubed Investments, LLC | 212,271 | $3,087 萬 | 2.08% | +6,170+3.0% | 加碼 |
| Oakworth Capital, Inc. | 212,178 | $3,086 萬 | 2.62% | −3,879−1.8% | 減碼 |
| Stratos Wealth Partners, LTD. | 210,852 | $3,067 萬 | 0.69% | +16,886+8.7% | 加碼 |
| Wade G W & Inc | 210,691 | $3,064 萬 | 1.11% | −2,182−1.0% | 減碼 |
| NewEdge Wealth, LLC | 210,662 | $3,064 萬 | 1.02% | +70,676+50.5% | 加碼 |
| Manitou Investment Management Ltd. | 210,085 | $3,055 萬 | 7.27% | +1,032+0.5% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 210,005 | $3,054 萬 | 0.45% | +17,501+9.1% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 209,896 | $3,053 萬 | 0.33% | −10,372−4.7% | 減碼 |
| St Germain D J Co Inc | 208,626 | $3,034 萬 | 1.60% | +208,626 | 新進 |
| La Banque Postale Asset Management SA | 208,027 | $3,026 萬 | 0.72% | +38,038+22.4% | 加碼 |
| Howard Capital Management Group, LLC | 207,590 | $3,019 萬 | 2.81% | −544−0.3% | 減碼 |
| CWM, LLC | 207,167 | $3,013 萬 | 0.19% | +25,059+13.8% | 加碼 |
| Highland Capital Management, LLC | 206,648 | $3,005 萬 | 1.95% | −5,234−2.5% | 減碼 |
| Braun Stacey Associates Inc | 206,310 | $3,001 萬 | 1.40% | −194,276−48.5% | 減碼 |
| ArrowMark Colorado Holdings LLC | 206,271 | $3,000 萬 | 0.33% | −3,100−1.5% | 減碼 |
| Hartford Investment Management Co | 206,159 | $2,998 萬 | 1.13% | −42,018−16.9% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 206,608 | $2,998 萬 | 0.69% | +163,082+374.7% | 加碼 |
| Chesley Taft & Associates LLC | 205,750 | $2,992 萬 | 1.83% | −1,706−0.8% | 減碼 |
| Northeast Investment Management | 203,689 | $2,962 萬 | 1.67% | −7,530−3.6% | 減碼 |
| Thomasville National Bank | 202,660 | $2,947 萬 | 2.81% | +3,180+1.6% | 加碼 |
| Estabrook Capital Management | 202,326 | $2,943 萬 | 4.90% | −1,713−0.8% | 減碼 |