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
- 3,673
- 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 1,515 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 | 5,157 | $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 |
|---|---|---|---|---|---|
| Kestra Private Wealth Services, LLC | 202,210 | $2,941 萬 | 1.01% | +21,433+11.9% | 加碼 |
| Fort Pitt Capital Group, LLC | 201,067 | $2,924 萬 | 1.08% | +2,035+1.0% | 加碼 |
| Cardinal Capital Management, Inc. | 200,313 | $2,913 萬 | 1.46% | +265+0.1% | 加碼 |
| Daymark Wealth Partners, LLC | 200,094 | $2,910 萬 | 2.16% | +107,022+115.0% | 加碼 |
| Advisors Asset Management, Inc. | 199,720 | $2,905 萬 | 0.59% | −50,488−20.2% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 199,404 | $2,900 萬 | 0.61% | −46,325−18.9% | 減碼 |
| Todd Asset Management LLC | 199,109 | $2,896 萬 | 0.67% | +185,838+1,400.3% | 加碼 |
| Janney Capital Management LLC | 199,023 | $2,895 萬 | 2.01% | +2,291+1.2% | 加碼 |
| LMCG Investments, LLC | 198,358 | $2,885 萬 | 1.87% | −6,470−3.2% | 減碼 |
| Chartwell Investment Partners, LLC | 197,810 | $2,877 萬 | 1.04% | −10,796−5.2% | 減碼 |
| Chilton Capital Management LLC | 197,377 | $2,871 萬 | 1.58% | −2,650−1.3% | 減碼 |
| Trust Co of Vermont | 196,111 | $2,852 萬 | 1.86% | +4,278+2.2% | 加碼 |
| Rockland Trust Co | 194,192 | $2,824 萬 | 1.69% | +5,381+2.8% | 加碼 |
| Fishman Jay A Ltd | 193,480 | $2,814 萬 | 3.41% | −44,629−18.7% | 減碼 |
| Franklin Street Advisors Inc | 193,093 | $2,808 萬 | 2.38% | +27,665+16.7% | 加碼 |
| Howe & Rusling Inc | 192,872 | $2,805 萬 | 3.14% | −351−0.2% | 減碼 |
| Front Barnett Associates LLC | 192,604 | $2,801 萬 | 3.16% | −8,718−4.3% | 減碼 |
| Shufro Rose & Co LLC | 192,082 | $2,794 萬 | 2.56% | −2,362−1.2% | 減碼 |
| Pictet & Cie (Europe) SA | 192,067 | $2,793 萬 | 0.95% | −11,043−5.4% | 減碼 |
| Schwerin Boyle Capital Management Inc | 191,593 | $2,787 萬 | 2.63% | −5,500−2.8% | 減碼 |
| Payden & Rygel | 191,280 | $2,782 萬 | 1.97% | −98,600−34.0% | 減碼 |
| NFJ Investment Group, LLC | 191,203 | $2,781 萬 | 0.74% | −268,713−58.4% | 減碼 |
| Eagle Global Advisors LLC | 191,188 | $2,781 萬 | 1.83% | −9,288−4.6% | 減碼 |
| Atria Wealth Solutions, Inc. | 189,470 | $2,756 萬 | 0.38% | −5,786−3.0% | 減碼 |
| Levin Capital Strategies, L.P. | 189,068 | $2,750 萬 | 3.18% | −4,113−2.1% | 減碼 |
| Silvercrest Asset Management Group LLC | 189,037 | $2,749 萬 | 0.20% | +8,486+4.7% | 加碼 |
| Maple Capital Management, Inc. | 188,780 | $2,746 萬 | 2.99% | +2,467+1.3% | 加碼 |
| Galvin, Gaustad & Stein, LLC | 187,839 | $2,732 萬 | 2.65% | −12,448−6.2% | 減碼 |
| Hantz Financial Services, Inc. | 186,926 | $2,719 萬 | 0.68% | +1,246+0.7% | 加碼 |
| CTC LLC | 186,147 | $2,707 萬 | 0.36% | +145,675+359.9% | 加碼 |
| Citizens Financial Group Inc | 185,868 | $2,703 萬 | 0.98% | −9,957−5.1% | 減碼 |
| Anchor Capital Advisors LLC | 185,554 | $2,699 萬 | 0.70% | +14,368+8.4% | 加碼 |
| National Mutual Insurance Federation of Agricultural Cooperatives | 184,900 | $2,689 萬 | 0.32% | 00.0% | 不變 |
| Hyman Charles D | 184,830 | $2,688 萬 | 1.69% | +980+0.5% | 加碼 |
| NS Partners Ltd | 184,411 | $2,682 萬 | 1.41% | −16,713−8.3% | 減碼 |
| Hancock Whitney Corp | 184,208 | $2,679 萬 | 1.05% | −7,752−4.0% | 減碼 |
| Verity & Verity, LLC | 183,890 | $2,674 萬 | 3.28% | +5,925+3.3% | 加碼 |
| Wharton Business Group, LLC | 183,525 | $2,669 萬 | 1.76% | +410+0.2% | 加碼 |
| Wilsey Asset Management Inc | 181,992 | $2,647 萬 | 5.85% | −3,044−1.6% | 減碼 |
| South Dakota Investment Council | 181,253 | $2,636 萬 | 0.55% | −38,734−17.6% | 減碼 |
| Pacer Advisors, Inc. | 181,036 | $2,633 萬 | 0.11% | −1,857−1.0% | 減碼 |
| Louisiana State Employees Retirement System | 180,800 | $2,630 萬 | 0.58% | −9,900−5.2% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 179,193 | $2,606 萬 | 1.24% | +15,737+9.6% | 加碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 178,939 | $2,603 萬 | 1.80% | +1,117+0.6% | 加碼 |
| Dakota Wealth Management | 178,775 | $2,600 萬 | 1.22% | +26,558+17.4% | 加碼 |
| Community Trust & Investment Co | 178,426 | $2,595 萬 | 2.08% | −2,298−1.3% | 減碼 |
| Cullinan Associates Inc | 178,411 | $2,595 萬 | 1.43% | −1,465−0.8% | 減碼 |
| Northeast Financial Consultants Inc | 177,822 | $2,586 萬 | 1.59% | +1,528+0.9% | 加碼 |
| American Assets Investment Management, LLC | 177,600 | $2,583 萬 | 2.87% | 00.0% | 不變 |
| Independent Advisor Alliance | 177,344 | $2,579 萬 | 1.14% | +8,622+5.1% | 加碼 |
| Crossmark Global Holdings, Inc. | 164,338 | $2,579 萬 | 0.55% | +13,001+8.6% | 加碼 |
| KCM Investment Advisors LLC | 176,730 | $2,570 萬 | 1.03% | +1,582+0.9% | 加碼 |
| Appleton Partners Inc | 175,302 | $2,550 萬 | 2.15% | +918+0.5% | 加碼 |
| Central Trust Co | 175,239 | $2,549 萬 | 0.71% | +1,265+0.7% | 加碼 |
| Farmers & Merchants Investments Inc | 175,074 | $2,546 萬 | 0.96% | +525+0.3% | 加碼 |
| Blue Chip Partners, Inc. | 174,615 | $2,540 萬 | 2.89% | +3,306+1.9% | 加碼 |
| Palisade Capital Management LLC | 174,589 | $2,539 萬 | 0.68% | −8,984−4.9% | 減碼 |
| Man Group plc | 174,478 | $2,538 萬 | 0.08% | – | – |
| Moody Lynn & Lieberson, LLC | 173,973 | $2,530 萬 | 2.04% | +3,107+1.8% | 加碼 |
| LaFleur & Godfrey LLC | 173,724 | $2,527 萬 | 3.78% | +2,443+1.4% | 加碼 |
| First Foundation Advisors | 172,845 | $2,514 萬 | 1.09% | −13,362−7.2% | 減碼 |
| Avantax Advisory Services, Inc. | 172,657 | $2,511 萬 | 0.29% | +3,116+1.8% | 加碼 |
| Adviser Investments LLC | 172,154 | $2,504 萬 | 0.55% | +42,827+33.1% | 加碼 |
| Sandy Spring Bank | 171,315 | $2,492 萬 | 1.33% | −3,310−1.9% | 減碼 |
| Randolph Co Inc | 171,309 | $2,492 萬 | 3.47% | −155−0.1% | 減碼 |
| Prudential PLC | 171,161 | $2,489 萬 | 0.29% | −50,709−22.9% | 減碼 |
| Marco Investment Management LLC | 170,019 | $2,473 萬 | 2.67% | −620−0.4% | 減碼 |
| Congress Wealth Management LLC | 169,907 | $2,471 萬 | 0.57% | −794−0.5% | 減碼 |
| Arvest Trust Co N A | 156,080 | $2,465 萬 | 1.47% | −4,599−2.9% | 減碼 |
| Advisor Partners II, LLC | 169,280 | $2,462 萬 | 1.15% | +26,490+18.6% | 加碼 |
| Veritable, L.P. | 168,916 | $2,457 萬 | 0.40% | +775+0.5% | 加碼 |
| Polaris Wealth Advisory Group, LLC | 167,520 | $2,436 萬 | 1.85% | +7,807+4.9% | 加碼 |
| Aptus Capital Advisors, LLC | 165,807 | $2,411 萬 | 0.70% | −8,136−4.7% | 減碼 |
| Lowe Brockenbrough & Co Inc | 165,693 | $2,410 萬 | 1.82% | +602+0.4% | 加碼 |
| Rothschild Investment Corp | 162,486 | $2,363 萬 | 1.97% | +1,461+0.9% | 加碼 |
| MMBG Investment Advisors Co. | 170,435 | $2,362 萬 | 2.87% | −5,189−3.0% | 減碼 |
| Crestwood Advisors Group LLC | 162,302 | $2,361 萬 | 0.74% | −52,248−24.4% | 減碼 |
| Capital International Ltd | 161,411 | $2,348 萬 | 1.32% | −336−0.2% | 減碼 |
| Oversea-Chinese Banking CORP Ltd | 161,100 | $2,342 萬 | 1.14% | −45,916−22.2% | 減碼 |
| First Fiduciary Investment Counsel, Inc. | 160,643 | $2,336 萬 | 5.08% | +610.0% | 加碼 |
| PGGM Investments | 160,607 | $2,336 萬 | 0.38% | +9,155+6.0% | 加碼 |
| Fukoku Mutual Life Insurance Co | 160,100 | $2,328 萬 | 2.19% | 00.0% | 不變 |
| Kiwi Wealth Investments Limited Partnership | 160,033 | $2,328 萬 | 1.44% | 00.0% | 不變 |
| Harvest Portfolios Group Inc. | 159,952 | $2,326 萬 | 1.07% | −4,624−2.8% | 減碼 |
| Nippon Life Global Investors Americas, Inc. | 159,690 | $2,323 萬 | 1.57% | −24,220−13.2% | 減碼 |
| Equitable Holdings, Inc. | 159,652 | $2,322 萬 | 0.33% | +8,156+5.4% | 加碼 |
| National Asset Management, Inc. | 159,130 | $2,314 萬 | 0.52% | −7,294−4.4% | 減碼 |
| Carret Asset Management, LLC | 157,574 | $2,292 萬 | 3.04% | −1,301−0.8% | 減碼 |
| Easterly Investment Partners LLC | 157,332 | $2,288 萬 | 2.05% | −6,761−4.1% | 減碼 |
| Ziegler Capital Management, LLC | 156,612 | $2,278 萬 | 0.87% | −3,682−2.3% | 減碼 |
| Phoenix Holdings Ltd. | 156,321 | $2,272 萬 | 0.48% | −148,963−48.8% | 減碼 |
| Abn Amro Investment Solutions | 155,029 | $2,255 萬 | 0.45% | −30,418−16.4% | 減碼 |
| Brookfield Asset Management Inc. | 155,013 | $2,255 萬 | 0.09% | +7,747+5.3% | 加碼 |
| Logan Capital Management Inc | 154,493 | $2,247 萬 | 1.08% | +8,549+5.9% | 加碼 |
| Brookstone Capital Management | 154,937 | $2,236 萬 | 0.45% | −17,811−10.3% | 減碼 |
| Steel Peak Wealth Management LLC | 153,722 | $2,236 萬 | 1.34% | +12,977+9.2% | 加碼 |
| Oak Associates, Ltd | 153,506 | $2,233 萬 | 1.79% | −25,070−14.0% | 減碼 |
| GYL Financial Synergies, LLC | 153,439 | $2,232 萬 | 2.03% | +18,207+13.5% | 加碼 |
| Balyasny Asset Management LLC | 153,301 | $2,230 萬 | 0.06% | +78,214+104.2% | 加碼 |
| Core Alternative Capital | 153,207 | $2,228 萬 | 3.27% | −18,095−10.6% | 減碼 |