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 | 5,103 | $5,721 億 |
| 2025 年第 4 季 | 5,155 | $6,395 億 |
| 2025 年第 3 季 | 4,766 | $6,180 億 |
| 2025 年第 2 季 | 4,753 | $5,824 億 |
| 2025 年第 1 季 | 4,680 | $4,946 億 |
| 2024 年第 4 季 | 4,680 | $4,900 億 |
| 2024 年第 3 季 | 4,216 | $4,294 億 |
| 2024 年第 2 季 | 4,182 | $4,162 億 |
| 2024 年第 1 季 | 4,121 | $4,145 億 |
| 2023 年第 4 季 | 4,002 | $3,518 億 |
| 2023 年第 3 季 | 3,711 | $2,970 億 |
| 2023 年第 2 季 | 3,673 | $2,976 億 |
| 2023 年第 1 季 | 3,613 | $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 | 3,520 | $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 |
|---|---|---|---|---|---|
| FineMark National Bank & Trust | 152,697 | $2,221 萬 | 0.91% | +3,096+2.1% | 加碼 |
| Dixon Mitchell Investment Counsel Inc. | 151,825 | $2,208 萬 | 1.26% | −268−0.2% | 減碼 |
| Stonebridge Capital Advisors LLC | 151,805 | $2,208 萬 | 2.35% | +2,976+2.0% | 加碼 |
| TownSquare Capital, LLC | 151,443 | $2,203 萬 | 0.40% | +27,256+21.9% | 加碼 |
| Gratus Capital LLC | 151,403 | $2,202 萬 | 1.52% | +2,311+1.6% | 加碼 |
| Allen Investment Management LLC | 150,844 | $2,194 萬 | 0.32% | −160−0.1% | 減碼 |
| Wesleyan Assurance Society | 150,207 | $2,184 萬 | 2.33% | 00.0% | 不變 |
| Sit Investment Associates Inc | 150,009 | $2,182 萬 | 0.57% | +64,945+76.3% | 加碼 |
| Absher Wealth Management, LLC | 149,861 | $2,180 萬 | 3.61% | +908+0.6% | 加碼 |
| Tower Bridge Advisors | 148,881 | $2,165 萬 | 1.98% | −25,442−14.6% | 減碼 |
| Erste Asset Management GmbH | 150,473 | $2,164 萬 | 0.38% | 00.0% | 不變 |
| Valeo Financial Advisors, LLC | 172,755 | $2,159 萬 | 0.99% | +4,873+2.9% | 加碼 |
| Bollard Group LLC | 148,000 | $2,153 萬 | 0.73% | +1,021+0.7% | 加碼 |
| Parsons Capital Management Inc | 147,840 | $2,150 萬 | 1.64% | −697−0.5% | 減碼 |
| Snowden Capital Advisors LLC | 147,616 | $2,147 萬 | 0.77% | +7,144+5.1% | 加碼 |
| Abner Herrman & Brock LLC | 147,607 | $2,147 萬 | 3.15% | −13,182−8.2% | 減碼 |
| Foster Dykema Cabot & Co Inc | 146,990 | $2,138 萬 | 2.52% | +726+0.5% | 加碼 |
| Illinois Municipal Retirement Fund | 145,700 | $2,119 萬 | 0.43% | 00.0% | 不變 |
| Ninety One SA (PTY) Ltd | 146,051 | $2,111 萬 | 5.22% | +120,919+481.1% | 加碼 |
| Acadian Asset Management LLC | 143,703 | $2,089 萬 | 0.09% | +26,353+22.5% | 加碼 |
| South State Corp. | 143,485 | $2,087 萬 | 1.87% | −3,547−2.4% | 減碼 |
| Kempen Capital Management N.V. | 143,012 | $2,080 萬 | 0.37% | +19,799+16.1% | 加碼 |
| Patten & Patten Inc | 142,933 | $2,079 萬 | 1.72% | −400−0.3% | 減碼 |
| New Mexico Educational Retirement Board | 142,550 | $2,073 萬 | 0.91% | +6,800+5.0% | 加碼 |
| Edmond de Rothschild Holding S.A. | 141,522 | $2,058 萬 | 0.41% | +8,881+6.7% | 加碼 |
| HBK Sorce Advisory LLC | 140,000 | $2,036 萬 | 0.86% | −10,365−6.9% | 減碼 |
| Alpine Woods Capital Investors, LLC | 139,157 | $2,024 萬 | 3.16% | −194−0.1% | 減碼 |
| Resources Management Corp | 138,913 | $2,020 萬 | 3.15% | +101,131+267.7% | 加碼 |
| Neville Rodie & Shaw Inc | 138,886 | $2,020 萬 | 1.74% | −651−0.5% | 減碼 |
| HB Wealth Management, LLC | 138,844 | $2,019 萬 | 0.32% | +9,140+7.0% | 加碼 |
| Jones Financial Companies LLLP | 137,342 | $1,998 萬 | 0.03% | −8,614−5.9% | 減碼 |
| Callahan Advisors, LLC | 137,198 | $1,995 萬 | 2.42% | +4,569+3.4% | 加碼 |
| Rbo & Co LLC | 135,936 | $1,977 萬 | 3.36% | −148−0.1% | 減碼 |
| Azimuth Capital Investment Management LLC | 135,024 | $1,964 萬 | 0.93% | −3,440−2.5% | 減碼 |
| Prospera Financial Services Inc | 134,487 | $1,957 萬 | 0.75% | +13,287+11.0% | 加碼 |
| Evergreen Capital Management LLC | 134,461 | $1,956 萬 | 0.82% | +82+0.1% | 加碼 |
| Osborne Partners Capital Management, LLC | 134,316 | $1,953 萬 | 1.41% | +1,055+0.8% | 加碼 |
| Northwest & Ethical Investments L.P. | 133,423 | $1,941 萬 | 0.62% | −2,773−2.0% | 減碼 |
| Kanawha Capital Management LLC | 133,020 | $1,935 萬 | 1.78% | +348+0.3% | 加碼 |
| Banque Pictet & Cie SA | 132,543 | $1,928 萬 | 0.17% | +1,222+0.9% | 加碼 |
| Prime Capital Investment Advisors, LLC | 132,432 | $1,926 萬 | 0.38% | +55,998+73.3% | 加碼 |
| Rempart Asset Management Inc. | 131,760 | $1,916 萬 | 4.00% | +928+0.7% | 加碼 |
| Bourgeon Capital Management LLC | 130,983 | $1,905 萬 | 4.44% | −1,838−1.4% | 減碼 |
| Noesis Capital Mangement Corp | 130,685 | $1,901 萬 | 4.68% | −3,373−2.5% | 減碼 |
| Albion Financial Group | 129,909 | $1,889 萬 | 1.65% | −1,969−1.5% | 減碼 |
| Moors & Cabot, Inc. | 129,773 | $1,887 萬 | 1.25% | −5,943−4.4% | 減碼 |
| Osher Van de Voorde Investment Management | 129,494 | $1,883 萬 | 4.84% | −1,015−0.8% | 減碼 |
| BLB&B Advisors, LLC | 128,898 | $1,875 萬 | 1.31% | −5,904−4.4% | 減碼 |
| Steigerwald, Gordon & Koch Inc. | 128,576 | $1,870 萬 | 2.74% | +892+0.7% | 加碼 |
| Empyrean Capital Partners, LP | 128,000 | $1,862 萬 | 0.97% | 00.0% | 不變 |
| Metropolitan Life Insurance Co | 127,352 | $1,852 萬 | 0.90% | −3,844−2.9% | 減碼 |
| First Long Island Investors, LLC | 127,254 | $1,851 萬 | 1.78% | +1,620+1.3% | 加碼 |
| Resources Investment Advisors, LLC. | 126,990 | $1,847 萬 | 0.41% | +7,038+5.9% | 加碼 |
| Alley Investment Management Company, LLC | 126,383 | $1,838 萬 | 2.97% | −228−0.2% | 減碼 |
| Narwhal Capital Management | 126,169 | $1,835 萬 | 2.16% | −5,070−3.9% | 減碼 |
| Linscomb & Williams, Inc. | 126,145 | $1,835 萬 | 0.99% | −1,895−1.5% | 減碼 |
| Bailard, Inc. | 125,981 | $1,832 萬 | 0.64% | −241−0.2% | 減碼 |
| Miramar Capital, LLC | 125,842 | $1,830 萬 | 4.64% | −1,104−0.9% | 減碼 |
| Culbertson A N & Co Inc | 125,256 | $1,822 萬 | 3.52% | +924+0.7% | 加碼 |
| Perigon Wealth Management, LLC | 125,204 | $1,821 萬 | 0.72% | +51,416+69.7% | 加碼 |
| Clear Harbor Asset Management, LLC | 124,825 | $1,815 萬 | 1.78% | +22,735+22.3% | 加碼 |
| First American Bank | 124,295 | $1,808 萬 | 1.57% | −4,114−3.2% | 減碼 |
| Transform Wealth, LLC | 123,953 | $1,803 萬 | 1.62% | +868+0.7% | 加碼 |
| TruWealth Advisors, LLC | 123,637 | $1,798 萬 | 1.54% | +3,407+2.8% | 加碼 |
| KMG Fiduciary Partners, LLC | 122,783 | $1,786 萬 | 2.31% | +4,453+3.8% | 加碼 |
| Birch Hill Investment Advisors LLC | 122,409 | $1,780 萬 | 1.02% | −1,215−1.0% | 減碼 |
| Meridian Wealth Management, LLC | 122,256 | $1,778 萬 | 1.50% | +569+0.5% | 加碼 |
| Guardian Capital Advisors LP | 119,649 | $1,773 萬 | 2.02% | −5,762−4.6% | 減碼 |
| Credit Agricole S A | 120,981 | $1,760 萬 | 0.57% | −6,511−5.1% | 減碼 |
| Private Capital Management, LLC | 120,725 | $1,756 萬 | 2.12% | +109,588+984.0% | 加碼 |
| Nemes Rush Group LLC | 120,358 | $1,750 萬 | 3.09% | +120,358 | 新進 |
| Longbow Finance SA | 120,235 | $1,749 萬 | 2.04% | +38,014+46.2% | 加碼 |
| Parallel Advisors, LLC | 119,753 | $1,742 萬 | 0.56% | −582−0.5% | 減碼 |
| Savant Capital, LLC | 119,675 | $1,741 萬 | 0.27% | +32,637+37.5% | 加碼 |
| Motco | 119,588 | $1,739 萬 | 1.14% | −2,251−1.8% | 減碼 |
| Applied Finance Capital Management, LLC | 119,427 | $1,737 萬 | 1.97% | +7,762+7.0% | 加碼 |
| Great Valley Advisor Group, Inc. | 119,280 | $1,735 萬 | 0.73% | +6,145+5.4% | 加碼 |
| ProVise Management Group, LLC | 119,201 | $1,734 萬 | 1.57% | +6,656+5.9% | 加碼 |
| Atlantic Union Bankshares Corp | 118,821 | $1,728 萬 | 1.72% | +3,672+3.2% | 加碼 |
| Hi-Line Capital Management, LLC | 118,763 | $1,727 萬 | 6.42% | −14,397−10.8% | 減碼 |
| Martingale Asset Management L P | 118,003 | $1,716 萬 | 0.34% | −36,031−23.4% | 減碼 |
| Metis Global Partners, LLC | 117,410 | $1,708 萬 | 0.92% | −513−0.4% | 減碼 |
| Park Avenue Securities LLC | 116,007 | $1,687 萬 | 0.27% | +6,358+5.8% | 加碼 |
| Advisory Services Network, LLC | 115,816 | $1,684 萬 | 0.45% | +1,550+1.4% | 加碼 |
| Clearstead Advisors, LLC | 115,652 | $1,682 萬 | 1.02% | +15,498+15.5% | 加碼 |
| Stillwater Capital Advisors, LLC | 115,630 | $1,682 萬 | 2.97% | +560.0% | 加碼 |
| Diversified Trust Co | 115,256 | $1,676 萬 | 0.61% | +7,863+7.3% | 加碼 |
| Assetmark, Inc | 114,636 | $1,667 萬 | 0.07% | +6,101+5.6% | 加碼 |
| Courant Investment Management LLC | 114,592 | $1,667 萬 | 18.01% | 00.0% | 不變 |
| Banque Cantonale Vaudoise | 114,467 | $1,665 萬 | 0.78% | −13,303−10.4% | 減碼 |
| Shelton Capital Management | 114,373 | $1,663 萬 | 0.60% | +34,035+42.4% | 加碼 |
| First Citizens Bank & Trust Co | 114,046 | $1,659 萬 | 0.30% | +12,759+12.6% | 加碼 |
| Eisler Capital (UK) Ltd. | 113,955 | $1,657 萬 | 1.78% | −26,643−18.9% | 減碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 113,647 | $1,653 萬 | 0.55% | −5,619−4.7% | 減碼 |
| Qube Research & Technologies Ltd | 113,585 | $1,652 萬 | 0.06% | −337,679−74.8% | 減碼 |
| Drexel Morgan & Co. | 112,950 | $1,643 萬 | 4.26% | 00.0% | 不變 |
| Greenleaf Trust | 112,825 | $1,641 萬 | 0.17% | −1,018−0.9% | 減碼 |
| Congress Asset Management Co | 112,420 | $1,635 萬 | 0.14% | +296+0.3% | 加碼 |
| Adell Harriman & Carpenter Inc | 111,491 | $1,635 萬 | 1.66% | −2,354−2.1% | 減碼 |
| Forbes J M & Co LLP | 112,148 | $1,631 萬 | 2.03% | −16,287−12.7% | 減碼 |