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 −5,249 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 1,624 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 |
|---|---|---|---|---|---|
| Beese Fulmer Investment Management, Inc. | 89,418 | $1,300 萬 | 1.41% | +568+0.6% | 加碼 |
| Forum Financial Management, LP | 89,358 | $1,300 萬 | 0.29% | +3,780+4.4% | 加碼 |
| Shell Asset Management Co | 89,321 | $1,299 萬 | 0.51% | −1,696−1.9% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 89,158 | $1,297 萬 | 0.65% | −5,810−6.1% | 減碼 |
| Mitchell Sinkler & Starr | 89,063 | $1,295 萬 | 3.68% | −4,164−4.5% | 減碼 |
| Level Four Advisory Services, LLC | 88,919 | $1,293 萬 | 0.78% | +2,725+3.2% | 加碼 |
| Grimes & Company, Inc. | 88,773 | $1,291 萬 | 0.46% | +1,131+1.3% | 加碼 |
| Verde Servicos Internacionais S.A. | 88,563 | $1,288 萬 | 3.21% | +88,563 | 新進 |
| Gluskin Sheff & Assoc Inc | 88,467 | $1,287 萬 | 0.78% | −13,438−13.2% | 減碼 |
| James Investment Research Inc | 88,362 | $1,285 萬 | 1.64% | −12,007−12.0% | 減碼 |
| Leavell Investment Management, Inc. | 88,018 | $1,280 萬 | 0.87% | +286+0.3% | 加碼 |
| Talbot Financial, LLC | 87,911 | $1,279 萬 | 2.17% | +376+0.4% | 加碼 |
| Charter Trust Co | 87,883 | $1,278 萬 | 0.98% | −3,712−4.1% | 減碼 |
| Vantage Investment Partners, LLC | 87,503 | $1,273 萬 | 1.65% | +954+1.1% | 加碼 |
| Tufton Capital Management | 87,032 | $1,266 萬 | 2.73% | −2,642−2.9% | 減碼 |
| Montag A & Associates Inc | 86,986 | $1,265 萬 | 0.78% | −2,403−2.7% | 減碼 |
| Lyell Wealth Management, LP | 86,969 | $1,265 萬 | 1.62% | +1,137+1.3% | 加碼 |
| Bank Hapoalim BM | 86,661 | $1,260 萬 | 1.80% | −8,631−9.1% | 減碼 |
| Cohen Capital Management, Inc. | 86,553 | $1,259 萬 | 2.45% | −60.0% | 減碼 |
| Hudson Valley Investment Advisors Inc | 86,488 | $1,258 萬 | 1.70% | +2,150+2.5% | 加碼 |
| Novare Capital Management LLC | 86,477 | $1,258 萬 | 1.35% | +675+0.8% | 加碼 |
| Schnieders Capital Management LLC | 86,433 | $1,257 萬 | 2.63% | −925−1.1% | 減碼 |
| Hoylecohen, LLC | 86,085 | $1,252 萬 | 1.10% | +688+0.8% | 加碼 |
| CWA Asset Management Group, LLC | 85,834 | $1,248 萬 | 0.86% | +7,749+9.9% | 加碼 |
| Sigma Planning Corp | 85,688 | $1,246 萬 | 0.45% | −17,337−16.8% | 減碼 |
| Strategic Global Advisors, LLC | 85,669 | $1,246 萬 | 1.92% | −2,683−3.0% | 減碼 |
| Cape Cod Five Cents Savings Bank | 85,443 | $1,243 萬 | 1.31% | +953+1.1% | 加碼 |
| Stockman Wealth Management, Inc. | 85,118 | $1,238 萬 | 2.66% | +111+0.1% | 加碼 |
| Matthew 25 Management Corp | 85,000 | $1,236 萬 | 4.57% | 00.0% | 不變 |
| Bright Rock Capital Management, LLC | 85,000 | $1,236 萬 | 2.88% | 00.0% | 不變 |
| New Republic Capital, LLC | 83,784 | $1,219 萬 | 8.46% | +443+0.5% | 加碼 |
| Palisade Asset Management, LLC | 83,763 | $1,218 萬 | 1.41% | +277+0.3% | 加碼 |
| BKD Wealth Advisors, LLC | 83,758 | $1,218 萬 | 0.36% | +19,819+31.0% | 加碼 |
| Apollon Wealth Management, LLC | 83,731 | $1,218 萬 | 0.59% | +5,244+6.7% | 加碼 |
| Community Bank, N.A. | 83,702 | $1,217 萬 | 1.61% | −195−0.2% | 減碼 |
| Integrated Advisors Network LLC | 83,558 | $1,215 萬 | 0.70% | −2,248−2.6% | 減碼 |
| Main Street Research LLC | 83,547 | $1,215 萬 | 1.94% | +83,547 | 新進 |
| Hennessy Advisors Inc | 83,450 | $1,214 萬 | 0.87% | −6,950−7.7% | 減碼 |
| Grand Jean Capital Management Inc | 83,443 | $1,214 萬 | 4.11% | −151−0.2% | 減碼 |
| Gillson Capital LP | 83,384 | $1,213 萬 | 1.07% | −105,259−55.8% | 減碼 |
| Trust Co of Toledo NA | 83,224 | $1,210 萬 | 2.04% | +10,611+14.6% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 82,820 | $1,205 萬 | 0.99% | +9,831+13.5% | 加碼 |
| Haverford Financial Services, Inc. | 82,109 | $1,194 萬 | 3.56% | −372−0.5% | 減碼 |
| Woodmont Investment Counsel LLC | 81,846 | $1,190 萬 | 1.23% | −460−0.6% | 減碼 |
| Cannell Peter B & Co Inc | 81,826 | $1,190 萬 | 0.40% | −36,275−30.7% | 減碼 |
| Rice Partnership, LLC | 81,714 | $1,188 萬 | 3.26% | +333+0.4% | 加碼 |
| Thompson Investment Management, Inc. | 81,664 | $1,188 萬 | 1.93% | +315+0.4% | 加碼 |
| Burns J W & Co Inc | 81,385 | $1,184 萬 | 1.90% | −679−0.8% | 減碼 |
| FourThought Financial Partners, LLC | 81,240 | $1,182 萬 | 1.55% | +880+1.1% | 加碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 81,180 | $1,181 萬 | 2.61% | +113+0.1% | 加碼 |
| JB Capital LLC | 81,002 | $1,178 萬 | 0.99% | +2,890+3.7% | 加碼 |
| Transcend Wealth Collective, LLC | 80,617 | $1,172 萬 | 1.12% | −1,356−1.7% | 減碼 |
| General American Investors Co Inc | 80,000 | $1,164 萬 | 1.01% | 00.0% | 不變 |
| Gladstone Institutional Advisory LLC | 79,769 | $1,160 萬 | 0.71% | +9,278+13.2% | 加碼 |
| Allworth Financial LP | 79,631 | $1,158 萬 | 0.10% | −3,319−4.0% | 減碼 |
| Ardent Capital Management, Inc. | 79,545 | $1,157 萬 | 7.11% | +813+1.0% | 加碼 |
| Quantinno Capital Management LP | 79,430 | $1,155 萬 | 0.66% | +8,206+11.5% | 加碼 |
| GAM Holding AG | 79,237 | $1,152 萬 | 0.80% | −112−0.1% | 減碼 |
| Strategy Asset Managers LLC | 79,167 | $1,151 萬 | 2.56% | +4,697+6.3% | 加碼 |
| Socorro Asset Management LP | 78,875 | $1,147 萬 | 4.85% | 00.0% | 不變 |
| Whitener Capital Management, Inc. | 78,720 | $1,145 萬 | 4.39% | −637−0.8% | 減碼 |
| We Are One Seven, LLC | 78,512 | $1,142 萬 | 1.05% | −17,051−17.8% | 減碼 |
| Winslow Asset Management Inc | 78,457 | $1,141 萬 | 2.46% | −514−0.7% | 減碼 |
| Simmons Bank | 78,443 | $1,141 萬 | 0.96% | −2,837−3.5% | 減碼 |
| Coldstream Capital Management Inc | 78,266 | $1,138 萬 | 0.36% | −1,090−1.4% | 減碼 |
| King Wealth | 78,086 | $1,136 萬 | 2.30% | +1,828+2.4% | 加碼 |
| Annex Advisory Services, LLC | 77,835 | $1,132 萬 | 0.63% | +3,037+4.1% | 加碼 |
| Valicenti Advisory Services Inc | 77,671 | $1,130 萬 | 3.58% | +362+0.5% | 加碼 |
| Horizon Investments, LLC | 78,058 | $1,128 萬 | 0.32% | −12,024−13.3% | 減碼 |
| Girard Partners Ltd. | 77,406 | $1,126 萬 | 1.19% | −2,024−2.5% | 減碼 |
| Telos Capital Management, Inc. | 77,090 | $1,121 萬 | 1.49% | −2,419−3.0% | 減碼 |
| Connors Investor Services Inc | 76,935 | $1,119 萬 | 1.27% | +67,004+674.7% | 加碼 |
| Punch & Associates Investment Management, Inc. | 76,786 | $1,117 萬 | 0.68% | −1,085−1.4% | 減碼 |
| Fort Sheridan Advisors LLC | 76,762 | $1,116 萬 | 2.55% | +768+1.0% | 加碼 |
| Strategic Wealth Designers | 76,751 | $1,116 萬 | 1.77% | +11,172+17.0% | 加碼 |
| 1st Source Bank | 76,666 | $1,115 萬 | 0.72% | −515−0.7% | 減碼 |
| Iowa State Bank | 76,541 | $1,113 萬 | 2.79% | −1,851−2.4% | 減碼 |
| Meiji Yasuda Life Insurance Co | 76,450 | $1,112 萬 | 0.29% | +4,403+6.1% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 76,227 | $1,109 萬 | 1.07% | −28,025−26.9% | 減碼 |
| Alberta Investment Management Corp | 76,100 | $1,107 萬 | 0.11% | 00.0% | 不變 |
| Bank of Nova Scotia Trust Co | 76,011 | $1,106 萬 | 1.15% | +5,107+7.2% | 加碼 |
| North Star Asset Management Inc | 75,987 | $1,105 萬 | 0.61% | +1,754+2.4% | 加碼 |
| WoodTrust Financial Corp | 75,922 | $1,104 萬 | 2.05% | +2,100+2.8% | 加碼 |
| Baltimore-Washington Financial Advisors, Inc. | 75,918 | $1,104 萬 | 0.88% | −32,878−30.2% | 減碼 |
| German American Bancorp, Inc. | 75,520 | $1,098 萬 | 1.55% | +309+0.4% | 加碼 |
| Circle Wealth Management, LLC | 75,331 | $1,096 萬 | 1.45% | +336+0.4% | 加碼 |
| ARS Wealth Advisors Group, LLC | 75,109 | $1,092 萬 | 1.74% | −1,415−1.8% | 減碼 |
| NJ State Employees Deferred Compensation Plan | 74,800 | $1,088 萬 | 1.57% | 00.0% | 不變 |
| SFE Investment Counsel | 74,607 | $1,085 萬 | 3.07% | −446−0.6% | 減碼 |
| WealthBridge Investment Counsel Inc. | 74,566 | $1,085 萬 | 4.57% | −40−0.1% | 減碼 |
| Twin Capital Management Inc | 74,369 | $1,082 萬 | 1.41% | +2,541+3.5% | 加碼 |
| Group One Trading, L.P. | 74,131 | $1,078 萬 | 0.46% | −114,268−60.7% | 減碼 |
| Addenda Capital Inc. | 74,117 | $1,078 萬 | 0.45% | −14,865−16.7% | 減碼 |
| Spinnaker Trust | 73,908 | $1,075 萬 | 0.78% | +395+0.5% | 加碼 |
| Moreno Evelyn V | 73,695 | $1,072 萬 | 2.29% | −3,778−4.9% | 減碼 |
| Vestor Capital, LLC | 73,649 | $1,071 萬 | 1.13% | −223−0.3% | 減碼 |
| Gyroscope Capital Management Group, LLC | 73,418 | $1,068 萬 | 2.47% | −434−0.6% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 73,228 | $1,065 萬 | 0.81% | +9,359+14.7% | 加碼 |
| Heritage Trust Co | 73,200 | $1,065 萬 | 1.56% | +4,856+7.1% | 加碼 |
| Chemung Canal Trust Co | 73,093 | $1,063 萬 | 2.28% | +9,006+14.1% | 加碼 |