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 |
|---|---|---|---|---|---|
| Private Asset Management Inc | 111,954 | $1,628 萬 | 3.13% | −23,143−17.1% | 減碼 |
| Dearborn Partners LLC | 111,350 | $1,619 萬 | 0.62% | −1,159−1.0% | 減碼 |
| J.P. Marvel Investment Advisors, LLC | 111,161 | $1,617 萬 | 3.37% | −434−0.4% | 減碼 |
| Washington Trust Bank | 110,969 | $1,614 萬 | 1.65% | +2,400+2.2% | 加碼 |
| Canandaigua National Bank & Trust Co | 110,569 | $1,608 萬 | 2.61% | −2,442−2.2% | 減碼 |
| WSFS Capital Management, LLC | 109,833 | $1,597 萬 | 1.50% | −15,461−12.3% | 減碼 |
| Integrated Wealth Concepts LLC | 109,708 | $1,596 萬 | 0.27% | +8,918+8.8% | 加碼 |
| Texas Yale Capital Corp. | 109,588 | $1,594 萬 | 0.75% | −63−0.1% | 減碼 |
| Oak Harvest Investment Services | 108,800 | $1,582 萬 | 3.55% | +41,150+60.8% | 加碼 |
| Grassi Investment Management | 108,792 | $1,582 萬 | 1.74% | +30.0% | 加碼 |
| Sonora Investment Management Group, LLC | 107,766 | $1,567 萬 | 1.31% | +1,387+1.3% | 加碼 |
| Beach Investment Counsel Inc | 107,739 | $1,567 萬 | 1.86% | +34,355+46.8% | 加碼 |
| Cabot Wealth Management Inc | 107,527 | $1,564 萬 | 2.34% | −676−0.6% | 減碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 107,336 | $1,561 萬 | 2.24% | +1,205+1.1% | 加碼 |
| Willis Investment Counsel | 107,180 | $1,559 萬 | 1.02% | −27,742−20.6% | 減碼 |
| Choate Investment Advisors | 106,890 | $1,555 萬 | 0.65% | +9,368+9.6% | 加碼 |
| MainStreet Investment Advisors LLC | 106,855 | $1,554 萬 | 1.69% | −3,222−2.9% | 減碼 |
| Curi Capital | 106,811 | $1,553 萬 | 2.11% | −5,486−4.9% | 減碼 |
| Colonial Trust Advisors | 106,433 | $1,548 萬 | 1.72% | −460−0.4% | 減碼 |
| Gillespie Robinson & Grimm Inc | 105,462 | $1,534 萬 | 1.42% | −2,022−1.9% | 減碼 |
| Lincoln National Corp | 105,372 | $1,533 萬 | 0.30% | +2,408+2.3% | 加碼 |
| Torray LLC | 105,268 | $1,531 萬 | 2.65% | +577+0.6% | 加碼 |
| Webster Bank, N. A. | 105,201 | $1,530 萬 | 1.98% | −2,208−2.1% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 104,903 | $1,526 萬 | 1.14% | +532+0.5% | 加碼 |
| Bragg Financial Advisors, Inc | 104,876 | $1,525 萬 | 0.84% | +1,420+1.4% | 加碼 |
| Anderson Hoagland & Co | 104,156 | $1,515 萬 | 1.95% | −703−0.7% | 減碼 |
| Thompson Siegel & Walmsley LLC | 104,142 | $1,515 萬 | 0.24% | −448−0.4% | 減碼 |
| Woodley Farra Manion Portfolio Management Inc | 103,965 | $1,512 萬 | 0.97% | −1,039−1.0% | 減碼 |
| Kingsview Wealth Management, LLC | 103,831 | $1,510 萬 | 0.59% | −1,149−1.1% | 減碼 |
| CSM Advisors, LLC | 103,149 | $1,500 萬 | 1.14% | −4,140−3.9% | 減碼 |
| Rothschild Capital Partners, LLC | 103,147 | $1,500 萬 | 5.53% | 00.0% | 不變 |
| Fiduciary Group LLC | 102,642 | $1,493 萬 | 1.83% | −430−0.4% | 減碼 |
| First American Trust, FSB | 102,610 | $1,492 萬 | 2.06% | −139−0.1% | 減碼 |
| Trust Co of Virginia | 102,512 | $1,491 萬 | 1.59% | −1,314−1.3% | 減碼 |
| Sawtooth Solutions, LLC | 102,292 | $1,488 萬 | 0.41% | +3,288+3.3% | 加碼 |
| United Asset Strategies, Inc. | 102,246 | $1,487 萬 | 1.85% | −9,421−8.4% | 減碼 |
| Wedbush Securities Inc | 102,149 | $1,486 萬 | 0.71% | −9,878−8.8% | 減碼 |
| JGP Wealth Management, LLC | 102,085 | $1,485 萬 | 2.43% | +702+0.7% | 加碼 |
| Fiduciary Alliance LLC | 102,065 | $1,484 萬 | 3.19% | +2,180+2.2% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 102,029 | $1,484 萬 | 0.57% | −2,209−2.1% | 減碼 |
| Perfromance Wealth Partners, LLC | 101,859 | $1,473 萬 | 0.68% | −6,603−6.1% | 減碼 |
| United Bank | 100,903 | $1,468 萬 | 1.80% | −361−0.4% | 減碼 |
| Baxter Bros Inc | 100,554 | $1,462 萬 | 2.18% | −3,758−3.6% | 減碼 |
| Hudson Bay Capital Management LP | 100,000 | $1,454 萬 | 0.15% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 99,571 | $1,448 萬 | 0.63% | −2,560−2.5% | 減碼 |
| Brown Brothers Harriman & Co | 99,400 | $1,446 萬 | 0.12% | −6,645−6.3% | 減碼 |
| Verdence Capital Advisors LLC | 98,727 | $1,436 萬 | 1.67% | +3,228+3.4% | 加碼 |
| Courier Capital LLC | 98,656 | $1,435 萬 | 1.13% | +19,350+24.4% | 加碼 |
| BTC Capital Management, Inc. | 97,941 | $1,434 萬 | 1.55% | −2,798−2.8% | 減碼 |
| First Financial Bank - Trust Division | 98,518 | $1,433 萬 | 1.50% | −2,520−2.5% | 減碼 |
| New England Asset Management Inc | 98,342 | $1,430 萬 | 2.07% | 00.0% | 不變 |
| NBT Bank N A | 97,887 | $1,424 萬 | 2.03% | −1,111−1.1% | 減碼 |
| Yarbrough Capital, LLC | 97,875 | $1,423 萬 | 0.81% | 00.0% | 不變 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 97,745 | $1,422 萬 | 1.55% | +653+0.7% | 加碼 |
| Edge Wealth Management LLC | 96,350 | $1,401 萬 | 3.06% | +2,141+2.3% | 加碼 |
| Telemus Capital, LLC | 96,028 | $1,397 萬 | 1.18% | −734−0.8% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 95,951 | $1,396 萬 | 0.53% | −1,184−1.2% | 減碼 |
| Moneta Group Investment Advisors LLC | 95,923 | $1,395 萬 | 0.31% | −2,708−2.7% | 減碼 |
| Farmers Trust Co | 95,535 | $1,389 萬 | 2.97% | −339−0.4% | 減碼 |
| Empowered Funds, LLC | 94,844 | $1,379 萬 | 0.48% | −4,127−4.2% | 減碼 |
| EA Series Trust | 94,844 | $1,379 萬 | 0.48% | +94,844 | 新進 |
| Middleton & Co Inc | 94,660 | $1,377 萬 | 1.83% | −6,101−6.1% | 減碼 |
| SG Americas Securities, LLC | 94,623 | $1,376 萬 | 0.12% | −8,282−8.0% | 減碼 |
| Chicago Partners Investment Group LLC | 88,486 | $1,375 萬 | 0.71% | +784+0.9% | 加碼 |
| Peak Asset Management, LLC | 94,459 | $1,374 萬 | 3.18% | −120.0% | 減碼 |
| Lockheed Martin Investment Management Co | 94,370 | $1,373 萬 | 0.79% | −77,890−45.2% | 減碼 |
| Westchester Capital Management, Inc. | 94,342 | $1,372 萬 | 3.82% | −577−0.6% | 減碼 |
| Vancity Investment Management Ltd | 94,167 | $1,370 萬 | 1.76% | 00.0% | 不變 |
| Ledyard National Bank | 93,940 | $1,366 萬 | 1.49% | +323+0.3% | 加碼 |
| Ashburton (Jersey) Ltd | 93,912 | $1,366 萬 | 6.65% | +93,912 | 新進 |
| GHP Investment Advisors, Inc. | 88,361 | $1,365 萬 | 0.80% | +5,774+7.0% | 加碼 |
| Assenagon Asset Management S.A. | 93,722 | $1,363 萬 | 0.05% | +1,170+1.3% | 加碼 |
| Pictet North America Advisors SA | 93,645 | $1,362 萬 | 1.89% | +1,674+1.8% | 加碼 |
| Wetherby Asset Management Inc | 93,334 | $1,357 萬 | 0.73% | +1,560+1.7% | 加碼 |
| Sand Hill Global Advisors, LLC | 93,264 | $1,356 萬 | 0.67% | −86−0.1% | 減碼 |
| Greenwood Gearhart Inc | 93,236 | $1,356 萬 | 1.58% | +3,591+4.0% | 加碼 |
| Rossmore Private Capital | 93,166 | $1,355 萬 | 2.02% | −912−1.0% | 減碼 |
| Stamos Capital Partners, L.P. | 93,150 | $1,355 萬 | 3.17% | +7,090+8.2% | 加碼 |
| Cincinnati Casualty Co | 93,000 | $1,353 萬 | 8.20% | 00.0% | 不變 |
| Cincinnati Specialty Underwriters Insurance CO | 93,000 | $1,353 萬 | 4.95% | 00.0% | 不變 |
| Viking Fund Management LLC | 93,000 | $1,353 萬 | 2.56% | +3,000+3.3% | 加碼 |
| Penobscot Investment Management Company, Inc. | 92,889 | $1,351 萬 | 2.22% | +179+0.2% | 加碼 |
| Artemis Investment Management LLP | 92,973 | $1,350 萬 | 0.17% | +34,337+58.6% | 加碼 |
| Empirical Finance, LLC | 92,696 | $1,348 萬 | 1.04% | +9,736+11.7% | 加碼 |
| Earnest Partners LLC | 92,590 | $1,347 萬 | 0.08% | +6,174+7.1% | 加碼 |
| CCM Investment Advisers LLC | 92,447 | $1,345 萬 | 1.81% | −1,721−1.8% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 92,292 | $1,342 萬 | 1.39% | −9,100−9.0% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 92,179 | $1,341 萬 | 0.35% | −230.0% | 減碼 |
| Bleakley Financial Group, LLC | 91,668 | $1,333 萬 | 0.42% | +9,867+12.1% | 加碼 |
| Endurance Wealth Management, Inc. | 91,639 | $1,333 萬 | 1.82% | −53−0.1% | 減碼 |
| Pallas Capital Advisors LLC | 86,818 | $1,332 萬 | 0.60% | −1,975−2.2% | 減碼 |
| Overbrook Management Corp | 91,464 | $1,330 萬 | 3.16% | −1,420−1.5% | 減碼 |
| Mutual Advisors, LLC | 91,029 | $1,324 萬 | 0.50% | +4,677+5.4% | 加碼 |
| Freestone Capital Holdings, LLC | 90,849 | $1,321 萬 | 0.53% | +4,187+4.8% | 加碼 |
| Eagle Rock Investment Company, LLC | 86,056 | $1,320 萬 | 2.84% | −6,503−7.0% | 減碼 |
| Kornitzer Capital Management Inc | 90,729 | $1,320 萬 | 0.26% | −94−0.1% | 減碼 |
| Biondo Investment Advisors, LLC | 90,419 | $1,315 萬 | 2.43% | +51+0.1% | 加碼 |
| Houlihan Financial Resource Group, Ltd. | 95,293 | $1,311 萬 | 0.41% | +93,590+5,495.6% | 加碼 |
| Cincinnati Financial Corp | 90,000 | $1,309 萬 | 0.30% | 00.0% | 不變 |
| Means Investment Co., Inc. | 89,718 | $1,305 萬 | 2.07% | −275−0.3% | 減碼 |