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
- 3,612
- 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 1,651 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 |
|---|---|---|---|---|---|
| CWS Financial Advisors, LLC | 6,472 | $84.3 萬 | 0.34% | +341+5.6% | 加碼 |
| Harris Associates L P大師Oakmark（Harris Associates） | 6,475 | $84.4 萬 | 0.00% | +1,300+25.1% | 加碼 |
| Bordeaux Wealth Advisors LLC | 6,485 | $84.5 萬 | 0.44% | +202+3.2% | 加碼 |
| Lavaca Capital LLC | 6,364 | $85.0 萬 | 0.20% | +600+10.4% | 加碼 |
| Edgemoor Investment Advisors, Inc. | 6,530 | $85.1 萬 | 0.10% | −503−7.2% | 減碼 |
| Waypoint Capital Advisors, LLC | 6,531 | $85.1 萬 | 0.28% | −134−2.0% | 減碼 |
| Wagner Wealth Management, LLC | 6,539 | $85.2 萬 | 0.39% | +20+0.3% | 加碼 |
| Gould Asset Management LLC | 6,560 | $85.5 萬 | 0.24% | −20−0.3% | 減碼 |
| Stiles Financial Services Inc | 6,566 | $85.6 萬 | 0.46% | +130+2.0% | 加碼 |
| HHM Wealth Advisors, LLC | 6,569 | $85.6 萬 | 0.17% | +1,346+25.8% | 加碼 |
| Fullen Financial Group | 6,195 | $85.6 萬 | 0.46% | −819−11.7% | 減碼 |
| Caz Investments LP | 6,600 | $86.0 萬 | 2.51% | −2,500−27.5% | 減碼 |
| Rodgers Brothers Inc. | 6,607 | $86.1 萬 | 0.17% | 00.0% | 不變 |
| Silvia McColl Wealth Management, LLC | 6,618 | $86.2 萬 | 0.85% | +210+3.3% | 加碼 |
| Balboa Wealth Partners | 6,620 | $86.3 萬 | 0.33% | −246−3.6% | 減碼 |
| Aurora Private Wealth, Inc. | 6,621 | $86.3 萬 | 0.92% | +762+13.0% | 加碼 |
| Harvest Volatility Management LLC | 6,720 | $86.5 萬 | 0.17% | −710−9.6% | 減碼 |
| McGlone Suttner Wealth Management, Inc. | 6,652 | $86.7 萬 | 0.22% | +353+5.6% | 加碼 |
| Creative Financial Designs Inc | 6,669 | $86.9 萬 | 0.11% | −1,318−16.5% | 減碼 |
| Kolinsky Wealth Management, LLC | 6,699 | $87.3 萬 | 0.93% | +286+4.5% | 加碼 |
| Hamilton Capital Partners Inc. | 6,700 | $87.3 萬 | 0.32% | +4,900+272.2% | 加碼 |
| Thrive Wealth Management, LLC | 6,700 | $87.3 萬 | 0.22% | +1,121+20.1% | 加碼 |
| Profit Investment Management, LLC | 6,706 | $87.4 萬 | 0.58% | −366−5.2% | 減碼 |
| InTrack Investment Management Inc | 6,807 | $87.4 萬 | 0.80% | +3,238+90.7% | 加碼 |
| Viawealth, LLC | 6,708 | $87.4 萬 | 0.69% | +13+0.2% | 加碼 |
| CapWealth Advisors, LLC | 6,713 | $87.5 萬 | 0.11% | +128+1.9% | 加碼 |
| Austin Private Wealth, LLC | 6,771 | $88.2 萬 | 0.14% | +920+15.7% | 加碼 |
| Portland Investment Counsel Inc. | 6,780 | $88.4 萬 | 0.40% | 00.0% | 不變 |
| Winmill & Co. Inc | 6,800 | $88.6 萬 | 0.33% | 00.0% | 不變 |
| Plancorp, LLC | 6,803 | $88.6 萬 | 0.05% | −1,398−17.0% | 減碼 |
| waypoint wealth counsel | 6,815 | $88.8 萬 | 0.69% | −49−0.7% | 減碼 |
| Phillips Wealth Planners LLC | 6,289 | $88.8 萬 | 1.17% | −597−8.7% | 減碼 |
| Palogic Value Management, L.P. | 6,824 | $88.9 萬 | 0.44% | 00.0% | 不變 |
| DMG Group, LLC | 6,833 | $88.9 萬 | 0.90% | −411−5.7% | 減碼 |
| Renaissance Group LLC | 6,834 | $89.1 萬 | 0.04% | −764−10.1% | 減碼 |
| Northside Capital Management, LLC | 6,850 | $89.3 萬 | 0.24% | 00.0% | 不變 |
| Greylin Investment Mangement Inc | 6,850 | $89.3 萬 | 0.16% | +50+0.7% | 加碼 |
| Morris Retirement Advisors, LLC | 6,883 | $89.7 萬 | 0.65% | −920−11.8% | 減碼 |
| SC&H Financial Advisors, Inc. | 6,885 | $89.7 萬 | 0.33% | +129+1.9% | 加碼 |
| Wills Financial Group, Inc. | 6,895 | $89.9 萬 | 0.48% | +1,092+18.8% | 加碼 |
| Capital Investment Counsel, Inc | 6,897 | $89.9 萬 | 0.21% | −580−7.8% | 減碼 |
| Sippican Capital Advisors | 6,914 | $90.1 萬 | 0.86% | −100−1.4% | 減碼 |
| Sunflower Bank, N.A. | 6,924 | $90.2 萬 | 0.20% | −419−5.7% | 減碼 |
| First Command Bank | 6,934 | $90.4 萬 | 0.09% | −10−0.1% | 減碼 |
| First Command Financial Services, Inc. | 6,934 | $90.4 萬 | 0.09% | −10−0.1% | 減碼 |
| Summit Wealth Partners, LLC | 6,934 | $90.4 萬 | 0.23% | +2,033+41.5% | 加碼 |
| Eubel Brady & Suttman Asset Management Inc | 6,976 | $90.9 萬 | 0.13% | +41+0.6% | 加碼 |
| Cladis Investment Advisory, LLC | 6,979 | $90.9 萬 | 0.82% | +100+1.5% | 加碼 |
| Highline Wealth Partners LLC | 6,994 | $91.1 萬 | 0.62% | +836+13.6% | 加碼 |
| Meridian Investment Counsel Inc. | 6,995 | $91.2 萬 | 0.35% | 00.0% | 不變 |
| Denali Advisors LLC | 7,000 | $91.2 萬 | 0.38% | −400−5.4% | 減碼 |
| Core Wealth Partners LLC | 7,012 | $91.4 萬 | 0.92% | −185−2.6% | 減碼 |
| Audent Global Asset Management, LLC | 7,013 | $91.4 萬 | 1.28% | +385+5.8% | 加碼 |
| Bluesphere Advisors, LLC | 7,014 | $91.4 萬 | 0.76% | +5,189+284.3% | 加碼 |
| SRS Capital Advisors, Inc. | 7,018 | $91.5 萬 | 0.12% | −177−2.5% | 減碼 |
| Gateway Advisory, LLC | 7,049 | $91.9 萬 | 0.20% | −285−3.9% | 減碼 |
| Successful Portfolios LLC | 7,052 | $91.9 萬 | 0.58% | −587−7.7% | 減碼 |
| Wall Street Access Asset Management, LLC | 7,066 | $92.1 萬 | 0.61% | +6+0.1% | 加碼 |
| PYA Waltman Capital, LLC | 7,072 | $92.2 萬 | 0.46% | +1,133+19.1% | 加碼 |
| Glassman Wealth Services | 7,081 | $92.3 萬 | 0.16% | +217+3.2% | 加碼 |
| XR Securities LLC | 7,085 | $92.3 萬 | 1.31% | +7,085 | 新進 |
| Relative Value Partners Group, LLC | 7,111 | $92.7 萬 | 0.06% | −625−8.1% | 減碼 |
| Green Harvest Asset Management LLC | 7,120 | $92.8 萬 | 0.04% | +177+2.5% | 加碼 |
| Affiance Financial, LLC | 7,136 | $93.0 萬 | 0.49% | +60+0.8% | 加碼 |
| Liberty Wealth Management LLC | 7,191 | $93.0 萬 | 0.19% | +7,191 | 新進 |
| Sierra Capital LLC | 7,151 | $93.2 萬 | 0.15% | 00.0% | 不變 |
| REDW Wealth LLC | 7,156 | $93.3 萬 | 0.30% | +491+7.4% | 加碼 |
| AlphaStar Capital Management, LLC | 7,162 | $93.3 萬 | 0.08% | +263+3.8% | 加碼 |
| Charter Oak Capital Management, LLC | 7,163 | $93.3 萬 | 0.13% | +90+1.3% | 加碼 |
| Teamwork Financial Advisors, LLC | 7,172 | $93.5 萬 | 0.17% | +4,059+130.4% | 加碼 |
| Consilium Wealth Advisory, LLC | 7,182 | $93.6 萬 | 0.80% | +768+12.0% | 加碼 |
| O'Brien Greene & Co. Inc | 7,203 | $93.8 萬 | 0.35% | −200−2.7% | 減碼 |
| Qsemble Capital Management, LP | 7,200 | $93.8 萬 | 0.63% | +7,200 | 新進 |
| XY Capital Ltd | 7,200 | $93.8 萬 | 0.79% | +7,200 | 新進 |
| Northern Financial Advisors Inc | 7,711 | $93.9 萬 | 0.88% | +610+8.6% | 加碼 |
| ERn Financial, LLC | 7,236 | $94.3 萬 | 0.21% | +33+0.5% | 加碼 |
| AllSquare Wealth Management LLC | 7,241 | $94.4 萬 | 0.61% | +675+10.3% | 加碼 |
| Five Oceans Advisors | 7,245 | $94.4 萬 | 0.61% | +104+1.5% | 加碼 |
| JFS Wealth Advisors, LLC | 7,256 | $94.6 萬 | 0.09% | −1,288−15.1% | 減碼 |
| Powell Investment Advisors, LLC | 7,257 | $94.6 萬 | 0.53% | +3,663+101.9% | 加碼 |
| Advocate Group LLC | 7,263 | $94.6 萬 | 0.21% | +3,780+108.5% | 加碼 |
| Armbruster Capital Management, Inc. | 7,264 | $94.7 萬 | 0.24% | 00.0% | 不變 |
| Householder Group Estate & Retirement Specialist, LLC | 7,275 | $94.8 萬 | 0.36% | +383+5.6% | 加碼 |
| Ted Buchan & Co | 7,302 | $95.2 萬 | 0.80% | −637−8.0% | 減碼 |
| State of Wyoming | 7,314 | $95.3 萬 | 0.31% | −147−2.0% | 減碼 |
| Financial Management Network Inc | 7,435 | $95.5 萬 | 0.38% | −456−5.8% | 減碼 |
| Psagot Value Holdings Ltd. / (Israel) | 7,490 | $95.6 萬 | 0.40% | +955+14.6% | 加碼 |
| Ironwood Investment Management LLC | 7,338 | $95.6 萬 | 0.60% | 00.0% | 不變 |
| Gallagher Fiduciary Advisors, LLC | 7,333 | $95.6 萬 | 0.08% | +7,333 | 新進 |
| Aspireon Wealth Advisors | 7,341 | $95.7 萬 | 0.52% | −334−4.4% | 減碼 |
| Gray Wealth Management Inc. | 7,353 | $95.8 萬 | 0.52% | +887+13.7% | 加碼 |
| Greenup Street Wealth Management LLC | 7,378 | $96.1 萬 | 0.34% | +109+1.5% | 加碼 |
| Legacy Advisors, LLC | 7,386 | $96.2 萬 | 0.18% | −346−4.5% | 減碼 |
| Eukles Asset Management | 7,458 | $97.2 萬 | 0.53% | +330+4.6% | 加碼 |
| Almanack Investment Partners, LLC. | 7,471 | $97.4 萬 | 0.19% | −65−0.9% | 減碼 |
| Westwood Wealth Management | 7,487 | $97.6 萬 | 0.91% | −1,400−15.8% | 減碼 |
| LBMC Investment Advisors, LLC | 7,490 | $97.6 萬 | 0.10% | 00.0% | 不變 |
| RF&L Wealth Management, LLC | 7,493 | $97.6 萬 | 0.95% | 00.0% | 不變 |
| Angeles Investment Advisors, LLC | 7,494 | $97.7 萬 | 0.08% | +4,418+143.6% | 加碼 |
| Atwood & Palmer Inc | 7,495 | $97.7 萬 | 0.09% | 00.0% | 不變 |