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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。

其他股別AMJBVYLDJPM.PCJPM.PDJPM.PJJPM.PKJPM.PLJPM.PM

2023 年第 3 季與 2023 年第 2 季比較

持有 JPMorgan Chase & Co 的機構從 2023 年第 2 季到 2023 年第 3 季的變化。

2023 年第 3 季全部持有人2023 年第 2 季全部持有人

JPM 的 13F 持有人:2023 年第 2 季與 2023 年第 3 季比較
項目2023 年第 2 季其中尚未申報 2023 年第 3 季2023 年第 3 季變化
持有家數3,672433,710+81
股數20.5 億432.6 萬20.5 億+321.0 萬 (+0.2%)
市值$2,976 億$6.29 億$2,970 億+$175.6 萬 (0.0%)

43 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 季:沒申報不算清倉,所以變化不計入它們。

新進機構(161 家)

2023 年第 3 季季末持有 JPMorgan Chase & Co、2023 年第 2 季季末沒有持有的機構。

依市值列出前 100 家,共 161 家。

2023 年第 3 季新進 JPM 的機構
機構股數市值佔組合 %
First Republic Investment Management, Inc.1,745,109$2.53 億0.72%
Pictet Asset Management Holding SA1,486,848$2.16 億0.27%
Menora Mivtachim Holdings Ltd.1,200,074$1.74 億1.58%
Tiaa Trust, National Association495,979$7,193 萬0.26%
QRG Capital Management, Inc.392,467$5,692 萬0.99%
Envestnet Portfolio Solutions, Inc.294,628$4,273 萬0.20%
Azora Capital LP294,031$4,264 萬4.70%
IMC-Chicago, LLC282,486$4,097 萬2.64%
Samlyn Capital, LLC282,045$4,090 萬0.72%
Laurion Capital Management LP207,669$3,012 萬0.79%
Capital Investment Advisors, LLC206,048$2,988 萬0.83%
Payden & Rygel Investment Group196,680$2,852 萬2.24%
Ardevora Asset Management LLP177,902$2,580 萬1.27%
Mizuho Markets Americas LLC170,060$2,466 萬0.92%
SS&H Financial Advisors, Inc.106,887$1,550 萬7.26%
Quantitative Investment Management, LLC81,517$1,182 萬1.82%
Archon Partners LLC78,000$1,131 萬1.77%
Financiere des Professionnels - Fonds d,investissement inc.66,043$957.8 萬0.92%
Twin Tree Management, LP61,108$886.2 萬0.30%
HRT Financial LP55,137$799.5 萬0.08%
CMT Capital Markets Trading GmbH52,000$754.1 萬4.29%
Claudia M.P. Batlle, CRP (R) LLC51,887$752.5 萬2.51%
Parallax Volatility Advisers, L.P.51,723$750.1 萬0.26%
Key Bridge Compliance, LLC50,440$731.5 萬2.29%
Jamison Private Wealth Management, Inc.49,403$716.4 萬1.48%
Semmax Financial Advisors Inc.44,984$655.8 萬2.63%
Gladius Capital Management LP44,796$649.6 萬1.87%
NBC Securities, Inc.41,015$594.7 萬0.65%
Herr Investment Group LLC40,544$588.0 萬1.83%
Pathway Financial Advisers, LLC36,456$528.7 萬2.18%
Walleye Trading LLC35,186$510.3 萬0.12%
Silphium Asset Management Ltd34,000$493.1 萬1.60%
NEOS Investment Management LLC33,258$482.3 萬0.62%
Bedel Financial Consulting Inc32,088$465.3 萬0.94%
Gunn & Co Investment Management, Inc.29,663$430.2 萬3.78%
Gates Foundation Trust大師蓋茲基金會信託29,600$429.3 萬0.01%
Old Port Advisors27,830$403.6 萬1.46%
Caas Capital Management LP25,645$371.9 萬0.83%
Vident Advisory, LLC25,498$369.8 萬0.11%
Syon Capital LLC25,010$362.7 萬0.45%
Team Hewins, LLC24,953$361.9 萬0.83%
Greenfield Savings Bank24,930$361.5 萬2.27%
Norway Savings Bank23,156$335.8 萬1.66%
Symmetry Investments LP22,772$330.2 萬0.96%
HAP Trading, LLC21,177$307.1 萬0.76%
Eisler Capital (US) LLC18,706$271.3 萬1.00%
Kampmann Melissa S.18,322$265.7 萬2.56%
Trivant Custom Portfolio Group, LLC17,970$260.6 萬1.92%
Monograph Wealth Advisors, LLC17,040$247.1 萬0.49%
Prevail Innovative Wealth Advisors, LLC16,155$234.3 萬1.22%
Altman Advisors, Inc.14,919$216.4 萬1.35%
Commonwealth Financial Services, LLC14,490$210.1 萬0.63%
Ramirez Asset Management, Inc.14,258$206.8 萬0.44%
Peoples Bank13,190$191.3 萬1.64%
1620 Investment Advisors, Inc.12,673$183.8 萬2.13%
Iams Wealth Management, LLC12,494$181.2 萬1.25%
Readystate Asset Management LP12,430$180.3 萬0.15%
Lighthouse Investment Partners, LLC12,162$176.4 萬0.10%
KPP Advisory Services LLC12,157$176.3 萬0.58%
Aigen Investment Management, LP11,987$173.8 萬0.33%
Headlands Technologies LLC11,934$173.1 萬0.85%
Sciencast Management LP11,679$169.4 萬0.77%
Camarda Financial Advisors, LLC11,414$165.5 萬1.07%
Strategic Investment Advisors11,025$159.9 萬0.26%
Lakeshore Financial Planning, Inc.10,854$157.4 萬0.90%
Wolverine Asset Management LLC10,614$153.9 萬0.03%
Equitec Proprietary Markets, LLC9,700$140.7 萬1.41%
MWA Asset Management9,500$137.8 萬1.33%
Prosperitas Financial LLC9,376$136.0 萬1.06%
Community Financial Services Group, LLC9,334$135.4 萬0.34%
Savoie Capital LLC9,084$131.7 萬0.35%
Rogco, LP8,625$125.1 萬0.62%
Householder Group Estate & Retirement Specialist, LLC8,275$120.0 萬0.43%
Syntax Research, Inc.8,134$118.0 萬0.96%
Mizuho Markets Cayman LP7,211$104.6 萬0.46%
Fidelity D & D Bancorp Inc7,019$101.8 萬1.05%
Jump Financial, LLC6,994$101.4 萬0.04%
BluePath Capital Management, LLC6,904$100.1 萬0.92%
XTX Topco Ltd6,811$98.8 萬0.17%
Banco BTG Pactual S.A.6,380$92.5 萬0.38%
Legacy Capital Wealth Partners, LLC5,879$85.3 萬0.23%
Peregrine Asset Advisers, Inc.5,826$84.5 萬0.44%
Fiducient Advisors LLC5,473$79.4 萬0.04%
Westhampton Capital, LLC4,960$71.9 萬0.46%
Annis Gardner Whiting Capital Advisors, LLC4,667$67.7 萬0.36%
Oakwell Private Wealth Management, LLC4,493$65.2 萬0.28%
Marathon Trading Investment Management LLC4,314$62.6 萬0.48%
Mainsail Financial Group, LLC4,227$60.8 萬0.55%
Karani Asset Management LLC4,000$58.0 萬0.84%
Central Asset Investments & Management Holdings (HK) Ltd3,900$56.6 萬0.64%
Compass Ion Advisors, LLC3,807$55.2 萬0.09%
Hibernia Wealth Partners, LLC3,457$50.1 萬0.39%
Northstar Advisory Group, LLC3,432$49.8 萬0.36%
GSG Advisors LLC3,422$49.6 萬0.24%
Paloma Partners Management Co3,368$48.8 萬0.10%
Milestone Investment Advisors LLC3,308$48.0 萬0.14%
WestHill Financial Advisors, Inc.3,070$44.5 萬0.13%
Crestone Asset Management LLC3,065$44.4 萬0.11%
Par Capital Management Inc3,000$43.5 萬0.02%
Arlington Trust Co LLC2,828$41.0 萬0.17%

清倉機構(80 家)

2023 年第 2 季季末持有 JPMorgan Chase & Co、2023 年第 3 季有申報但已經沒有持有的機構。

2023 年第 3 季清倉 JPM 的機構
機構2023 年第 2 季股數2023 年第 2 季市值
Ontario Teachers Pension Plan Board3,856,515$5.61 億
Holocene Advisors, LP260,989$3,796 萬
Veritable, L.P.168,916$2,457 萬
Brookfield Asset Management Inc.155,013$2,255 萬
Pearl River Capital, LLC44,670$649.7 萬
Opus Investment Management Inc40,350$586.9 萬
Winton Group Ltd39,591$575.8 萬
Arete Wealth Advisors, LLC32,321$470.1 萬
WS Portfolio Advisory, LLC30,991$450.7 萬
NEIRG Wealth Management, LLC29,814$433.6 萬
Crestline Management, LP25,000$363.6 萬
Alyeska Investment Group, L.P.20,565$299.1 萬
Vident Investment Advisory, LLC19,756$287.2 萬
HPC Germany GmbH & Co. KG18,600$270.5 萬
Surience Private Wealth LLC18,423$267.9 萬
Mirabella Financial Services LLP15,800$229.8 萬
Glaxis Capital Management, LLC15,000$218.2 萬
Connective Portfolio Management, LLC12,080$177.1 萬
Algert Global LLC12,061$175.4 萬
Cubist Systematic Strategies, LLC10,131$147.3 萬
Advanced Portfolio Management, LLC9,336$135.8 萬
Verdad Advisers, LP9,267$134.8 萬
Saxon Interests, Inc.9,129$132.8 萬
Fox Run Management, L.L.C.8,853$128.8 萬
Virtu Financial LLC8,044$117.0 萬
Two Sigma Advisers, LP7,800$113.4 萬
PKO Investment Management Joint-Stock Co7,403$107.7 萬
Harvest Volatility Management LLC6,673$97.1 萬
Reitz Capital Advisors LLC5,806$84.4 萬
Vision Capital Management, Inc.5,644$82.1 萬
Mid-American Wealth Advisory Group, Inc.5,481$81.2 萬
Industrial Alliance Investment Management Inc.5,397$78.5 萬
Crewe Advisors LLC5,122$74.5 萬
Forum Private Client Group LLC4,681$68.1 萬
Inceptionr LLC4,654$67.7 萬
First Pacific Advisors, LP4,450$64.7 萬
TD Ameritrade Investment Management, LLC4,333$63.0 萬
Ninepoint Partners LP4,324$62.9 萬
MQS Management LLC3,843$55.9 萬
National Wealth Management Group, LLC3,397$53.0 萬
Plan Group Financial, LLC3,600$52.7 萬
Braun-Bostich & Associates Inc.3,607$52.5 萬
Stelac Advisory Services LLC3,478$50.6 萬
Gsa Capital Partners LLP3,278$47.7 萬
ISAM Funds (UK) Ltd3,221$46.8 萬
Sassicaia Capital Advisers LLC3,081$44.8 萬
CenterStar Asset Management, LLC3,072$44.7 萬
Silver Lake Advisory, LLC3,017$43.9 萬
Quinn Opportunity Partners LLC3,000$43.6 萬
Rappaport Reiches Capital Management, LLC2,737$39.8 萬
Redwood Investment Management, LLC2,703$39.3 萬
Corrigan Financial, Inc.2,681$39.0 萬
BIT Capital GmbH2,358$34.3 萬
WMG Financial Advisors, LLC2,337$34.0 萬
G2 Capital Management, LLC2,121$30.9 萬
Crabel Capital Management, LLC1,916$27.9 萬
Pinnacle Financial Group, LLC1,882$27.4 萬
Boothbay Fund Management, LLC1,860$27.1 萬
Lazard Freres Gestion S.A.S.1,864$26.7 萬
Triton Wealth Management, PLLC1,518$23.6 萬
Cipher Capital LP1,621$23.6 萬
Brooktree Capital Management1,613$23.5 萬
Western Financial Corp1,601$23.3 萬
Versor Investments LP1,600$23.3 萬
Paul Damon & Associates, Inc.1,576$22.9 萬
Woodward Financial Advisors, Inc.1,570$22.8 萬
Financial Services Advisory Inc1,533$22.3 萬
Oak Ridge Investments LLC1,524$22.2 萬
Redmont Wealth Advisors LLC1,516$22.0 萬
Coyle Financial Counsel LLC1,454$21.1 萬
Worth Asset Management, LLC1,445$21.0 萬
Willis Johnson & Associates, Inc.1,434$20.9 萬
Lountzis Asset Management, LLC1,340$20.7 萬
Clearwater Capital Advisors, LLC1,421$20.7 萬
AAFCPAs Wealth Management, LLC1,387$20.2 萬
Old Point Trust & Financial Services N A1,227$17.8 萬
25 LLC897$13.4 萬
Ridgewood Investments LLC719$10.5 萬
Adirondack Retirement Specialists, Inc.37$5,381
FNY Investment Advisers, LLC25$3,000

尚未申報 2023 年第 3 季的機構(43 家)

2023 年第 2 季季末持有 JPMorgan Chase & Co、還沒有申報 2023 年第 3 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2023 年第 2 季持有 JPM、尚未申報 2023 年第 3 季的機構
機構2023 年第 2 季股數2023 年第 2 季市值
Pictet Asset Management SA1,406,758$2.05 億
Kames Capital plc981,970$1.43 億
Tiaa, FSB517,151$7,521 萬
PFS Investments Inc.417,575$6,073 萬
Vigilant Capital Management, LLC316,682$4,606 萬
EA Series Trust94,844$1,379 萬
Endurance Wealth Management, Inc.91,639$1,333 萬
Efg Capital International Corp.49,949$726.5 萬
BDO Wealth Advisors, LLC46,224$672.3 萬
BerganKDV Wealth Management, LLC39,777$578.5 萬
Bell & Brown Wealth Advisors, LLC33,440$486.4 萬
Signature Wealth Management Group27,337$397.6 萬
Montchanin Asset Management, LLC26,667$387.8 萬
Aj Wealth Strategies, LLC20,894$303.9 萬
Intercontinental Wealth Advisors, LLC19,439$282.7 萬
Kistler-Tiffany Companies, LLC17,046$247.9 萬
Financial Architects, Inc16,842$244.9 萬
Northwest Bank & Trust Co16,258$236.5 萬
First Capital Advisors Group, LLC.15,560$226.3 萬
Bradley Mark J.15,505$225.5 萬
Thomas White International Ltd13,647$198.5 萬
Heron Financial Group, LLC11,638$169.3 萬
McMillion Capital Management Inc11,357$165.2 萬
Sabadell Asset Management, S.A S.G.I.I.C11,214$164.4 萬
44 Wealth Management LLC10,679$155.3 萬
First National Bank of South Miami10,417$151.5 萬
Silicon Hills Wealth Management, LLC9,614$139.8 萬
Sentinus, LLC9,482$137.9 萬
BFT Financial Group, LLC9,355$136.0 萬
US Asset Management LLC9,299$135.2 萬
Ascension Asset Management LLC8,804$128.0 萬
First Command Bank7,152$104.0 萬
First Command Financial Services, Inc.7,152$104.0 萬
Alliance Wealth Management Group4,991$72.6 萬
BMS Financial Advisors, LLC4,488$65.3 萬
Lumature Wealth Partners, LLC4,161$60.5 萬
Ten Capital Wealth Advisors, LLC3,025$43.9 萬
Clarus Wealth Advisors1,802$26.0 萬
Cowen Prime Advisors LLC1,449$21.1 萬
Compton Capital Management Inc1,400$20.4 萬
Linker Capital Management Inc.1,318$19.2 萬
Coastal Capital Group, Inc.1,091$15.9 萬
Lansing Street Advisors681$9.91 萬