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 1 季 13F 持有人
JPMorgan Chase & Co 在 2023/3/31 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
- 3,613
- 較 2022 年第 4 季 +55 家
- 持有股數
- 21.0 億
- 較 2022 年第 4 季 +3,161 萬 (+1.5%)
- 總市值
- $2,663 億
- 較 2022 年第 4 季 −$111.7 億 (−4.0%)
- 新進機構
- 191
- 另有 1,652 家加碼
- 清倉機構
- 136
- 另有 1,437 家減碼
另有 71 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 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 1 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 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Wealth Dimensions Group, Ltd. | 5,690 | $74.1 萬 | 0.29% | −702−11.0% | 減碼 |
| Whitcomb & Hess, Inc. | 5,691 | $74.2 萬 | 0.28% | +5+0.1% | 加碼 |
| First National Bank | 5,707 | $74.4 萬 | 0.64% | +232+4.2% | 加碼 |
| FirstPurpose Wealth LLC | 5,709 | $74.4 萬 | 0.37% | +171+3.1% | 加碼 |
| Lantz Financial LLC | 5,713 | $74.4 萬 | 0.31% | −1,357−19.2% | 減碼 |
| Millennium Capital Advisors, LLC | 5,730 | $74.7 萬 | 0.67% | +10.0% | 加碼 |
| Black Diamond Financial, LLC | 5,730 | $74.7 萬 | 0.25% | +427+8.1% | 加碼 |
| Providence First Trust Co | 5,737 | $74.8 萬 | 0.43% | +200+3.6% | 加碼 |
| Roberts Glore & Co Inc | 5,740 | $74.8 萬 | 0.25% | +76+1.3% | 加碼 |
| Avaii Wealth Management, LLC | 5,742 | $74.8 萬 | 0.65% | +368+6.8% | 加碼 |
| Element Wealth, LLC | 5,751 | $74.9 萬 | 0.56% | +111+2.0% | 加碼 |
| Barnes Pettey Financial Advisors, LLC | 5,751 | $74.9 萬 | 0.72% | −40−0.7% | 減碼 |
| Options Solutions, LLC | 5,752 | $75.0 萬 | 0.86% | +52+0.9% | 加碼 |
| Kinsale Capital Group, Inc. | 5,754 | $75.0 萬 | 0.55% | +5,754 | 新進 |
| Westhampton Capital, LLC | 5,757 | $75.0 萬 | 0.48% | +40+0.7% | 加碼 |
| Capital Planning Advisors, LLC | 5,762 | $75.1 萬 | 0.16% | −1,103−16.1% | 減碼 |
| Oliver Luxxe Assets LLC | 5,792 | $75.5 萬 | 0.20% | −4−0.1% | 減碼 |
| Private Capital Management LLC | 5,812 | $75.7 萬 | 0.23% | +1,910+48.9% | 加碼 |
| One Wealth Advisors, LLC | 5,815 | $75.8 萬 | 0.18% | −333−5.4% | 減碼 |
| Legal Advantage Investments, Inc. | 5,818 | $75.8 萬 | 0.56% | 00.0% | 不變 |
| Reitz Capital Advisors LLC | 5,827 | $75.9 萬 | 0.70% | −235−3.9% | 減碼 |
| Highland Financial Advisors, LLC | 5,838 | $76.1 萬 | 0.41% | +20.0% | 加碼 |
| Fairview Capital Investment Management, LLC | 5,845 | $76.2 萬 | 0.05% | +356+6.5% | 加碼 |
| WealthTrust Axiom LLC | 5,847 | $76.2 萬 | 0.26% | +169+3.0% | 加碼 |
| Key Client Fiduciary Advisors, LLC | 5,851 | $76.2 萬 | 0.48% | +53+0.9% | 加碼 |
| Breakwater Capital Group | 5,860 | $76.4 萬 | 0.32% | +597+11.3% | 加碼 |
| Clearview Wealth Advisors LLC | 5,863 | $76.4 萬 | 0.77% | −2,253−27.8% | 減碼 |
| Cross Staff Investments Inc | 5,877 | $76.6 萬 | 0.76% | +10.0% | 加碼 |
| Rosenberg Matthew Hamilton | 5,878 | $76.6 萬 | 0.25% | −186−3.1% | 減碼 |
| Davis Investment Partners, LLC | 5,970 | $76.7 萬 | 0.41% | 00.0% | 不變 |
| Cascade Investment Group, Inc. | 5,886 | $76.7 萬 | 0.76% | −19−0.3% | 減碼 |
| Salomon & Ludwin, LLC | 5,891 | $76.8 萬 | 0.09% | −21−0.4% | 減碼 |
| Doheny Asset Management | 5,905 | $76.9 萬 | 0.69% | +1,801+43.9% | 加碼 |
| Cravens & Co Advisors, LLC | 5,905 | $76.9 萬 | 0.72% | +74+1.3% | 加碼 |
| Bridgefront Capital, LLC | 5,907 | $77.0 萬 | 0.47% | +5,907 | 新進 |
| Hurlow Wealth Management Group, Inc. | 5,913 | $77.1 萬 | 0.36% | +11+0.2% | 加碼 |
| Brown Capital Management LLC | 5,926 | $77.2 萬 | 0.01% | −64−1.1% | 減碼 |
| Grey Fox Wealth Advisors, LLC | 5,927 | $77.2 萬 | 0.46% | +193+3.4% | 加碼 |
| Skba Capital Management LLC | 5,932 | $77.3 萬 | 0.14% | 00.0% | 不變 |
| Granite FO LLC | 5,610 | $77.6 萬 | 0.48% | +5,491+4,614.3% | 加碼 |
| Geller Advisors LLC | 5,962 | $77.7 萬 | 0.11% | +1,538+34.8% | 加碼 |
| KC Investment Advisors, LLC | 5,962 | $77.7 萬 | 0.73% | +20.0% | 加碼 |
| Viewpoint Capital Management LLC | 5,965 | $77.7 萬 | 0.70% | −300−4.8% | 減碼 |
| Disciplined Equity Management, Inc. | 5,970 | $77.8 萬 | 0.66% | −40−0.7% | 減碼 |
| Regent Peak Wealth Advisors LLC | 5,979 | $77.9 萬 | 0.24% | −656−9.9% | 減碼 |
| Centerpoint Advisors, LLC | 6,012 | $78.3 萬 | 0.34% | +123+2.1% | 加碼 |
| Pathway Financial Advisors LLC | 6,010 | $78.3 萬 | 0.26% | 00.0% | 不變 |
| Birchcreek Wealth Management, LLC | 6,012 | $78.3 萬 | 0.62% | +517+9.4% | 加碼 |
| Barden Capital Management, Inc. | 6,015 | $78.4 萬 | 0.75% | +6,015 | 新進 |
| Krane Funds Advisors LLC | 6,102 | $78.4 萬 | 0.04% | −253−4.0% | 減碼 |
| Beaumont Asset Management, L.L.C. | 6,020 | $78.4 萬 | 0.58% | −69−1.1% | 減碼 |
| BMS Financial Advisors, LLC | 6,048 | $78.8 萬 | 0.54% | +42+0.7% | 加碼 |
| BOS Asset Management, LLC | 6,056 | $78.9 萬 | 0.66% | +169+2.9% | 加碼 |
| Hall Laurie J Trustee | 6,065 | $79.0 萬 | 0.34% | −700−10.3% | 減碼 |
| Systematic Financial Management LP | 6,075 | $79.2 萬 | 0.03% | 00.0% | 不變 |
| Summit Asset Management, LLC | 6,085 | $79.3 萬 | 0.22% | +500+9.0% | 加碼 |
| Legacy Capital Wealth Partners, LLC | 6,092 | $79.4 萬 | 0.22% | +6,092 | 新進 |
| Shakespeare Wealth Management, Inc. | 6,095 | $79.4 萬 | 0.28% | 00.0% | 不變 |
| McIlrath & Eck, LLC | 6,100 | $79.5 萬 | 0.19% | +123+2.1% | 加碼 |
| LGT Financial Advisors LLC | 6,116 | $79.7 萬 | 1.48% | +2,427+65.8% | 加碼 |
| Private Wealth Advisors | 6,121 | $79.8 萬 | 0.34% | −125−2.0% | 減碼 |
| Berger Financial Group, Inc | 6,125 | $79.8 萬 | 0.10% | −224−3.5% | 減碼 |
| Narus Financial Partners, LLC | 6,132 | $79.9 萬 | 0.43% | −65−1.0% | 減碼 |
| Fi3 FINANCIAL ADVISORS, LLC | 6,135 | $80.0 萬 | 0.43% | +201+3.4% | 加碼 |
| Barrett & Company, Inc. | 6,140 | $80.0 萬 | 0.51% | +9+0.1% | 加碼 |
| Lodestar Private Asset Management LLC | 6,143 | $80.1 萬 | 0.14% | +131+2.2% | 加碼 |
| Asset Management Corp | 6,158 | $80.3 萬 | 0.63% | −883−12.5% | 減碼 |
| Clifford Group, LLC | 6,176 | $80.5 萬 | 0.98% | +208+3.5% | 加碼 |
| Foster Group, Inc. | 6,183 | $80.6 萬 | 0.05% | +1,139+22.6% | 加碼 |
| Engineers Gate Manager LP | 6,197 | $80.8 萬 | 0.03% | +6,197 | 新進 |
| Keating Investment Counselors Inc | 6,198 | $80.8 萬 | 0.31% | 00.0% | 不變 |
| Financial Council Asset Management Inc | 6,206 | $80.9 萬 | 0.66% | −454−6.8% | 減碼 |
| Vivaldi Capital Management, LLC | 6,216 | $81.0 萬 | 0.24% | −14,437−69.9% | 減碼 |
| Solstein Capital, LLC | 6,231 | $81.2 萬 | 0.71% | 00.0% | 不變 |
| McLean Asset Management Corp | 6,234 | $81.2 萬 | 0.33% | −241−3.7% | 減碼 |
| Atlas Capital Advisors LLC | 6,242 | $81.3 萬 | 0.13% | +185+3.1% | 加碼 |
| Caldwell Sutter Capital, Inc. | 6,263 | $81.6 萬 | 0.59% | +2,342+59.7% | 加碼 |
| Latitude Advisors, LLC | 6,275 | $81.8 萬 | 0.59% | −236−3.6% | 減碼 |
| PCA Investment Advisory Services Inc. | 6,285 | $81.9 萬 | 0.58% | +6,285 | 新進 |
| Crew Capital Management, Ltd. | 6,286 | $81.9 萬 | 1.18% | +424+7.2% | 加碼 |
| LWM Advisory Services, LLC | 6,314 | $82.1 萬 | 0.88% | +77+1.2% | 加碼 |
| TFC Financial Management | 6,315 | $82.3 萬 | 0.21% | +1,066+20.3% | 加碼 |
| Oldfather Financial Services, LLC | 6,321 | $82.4 萬 | 0.43% | +2,805+79.8% | 加碼 |
| Sentry LLC | 6,327 | $82.4 萬 | 0.19% | +6,327 | 新進 |
| Security Financial Services, INC. | 6,345 | $82.7 萬 | 0.25% | +10.0% | 加碼 |
| Greatmark Investment Partners, Inc. | 6,347 | $82.7 萬 | 0.15% | 00.0% | 不變 |
| Okabena Investment Services Inc | 6,359 | $82.9 萬 | 0.59% | −600−8.6% | 減碼 |
| Tennessee Valley Asset Management Partners | 6,360 | $82.9 萬 | 0.27% | +23+0.4% | 加碼 |
| Terril Brothers, Inc. | 6,368 | $83.0 萬 | 0.39% | −4,205−39.8% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 6,374 | $83.1 萬 | 0.40% | −21−0.3% | 減碼 |
| Riverbridge Partners LLC | 6,376 | $83.1 萬 | 0.01% | +171+2.8% | 加碼 |
| Richard W. Paul & Associates, LLC | 6,382 | $83.2 萬 | 0.38% | −378−5.6% | 減碼 |
| LexAurum Advisors, LLC | 6,385 | $83.2 萬 | 0.28% | +33+0.5% | 加碼 |
| KLK Capital Management LLC | 6,417 | $83.6 萬 | 1.07% | +67+1.1% | 加碼 |
| Wallace Advisory Group, LLC | 6,420 | $83.7 萬 | 0.64% | −79−1.2% | 減碼 |
| Sterneck Capital Management, LLC | 6,438 | $83.9 萬 | 0.53% | 00.0% | 不變 |
| First Heartland Consultants, Inc. | 6,441 | $83.9 萬 | 0.13% | +148+2.4% | 加碼 |
| Global Financial Private Client, LLC | 6,459 | $84.1 萬 | 0.43% | +1,927+42.5% | 加碼 |
| New Jersey Better Educational Savings Trust | 6,461 | $84.2 萬 | 2.28% | 00.0% | 不變 |
| McDaniel Terry & Co | 6,467 | $84.3 萬 | 0.09% | −1,721−21.0% | 減碼 |