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 |
|---|---|---|---|---|---|
| Lumina Fund Management LLC | 7,500 | $97.7 萬 | 0.46% | 00.0% | 不變 |
| Alta Advisers Ltd | 7,500 | $97.7 萬 | 0.58% | 00.0% | 不變 |
| Objective Capital Management, LLC | 7,503 | $97.8 萬 | 0.89% | +259+3.6% | 加碼 |
| Foster Victor Wealth Advisors, LLC | 7,617 | $97.8 萬 | 0.12% | +711+10.3% | 加碼 |
| Purus Wealth Management, LLC | 7,513 | $97.9 萬 | 0.77% | +552+7.9% | 加碼 |
| Sather Financial Group Inc | 7,520 | $98.0 萬 | 0.09% | −101,184−93.1% | 減碼 |
| HF Advisory Group, LLC | 7,529 | $98.1 萬 | 0.87% | +1,045+16.1% | 加碼 |
| Diversified, LLC | 7,531 | $98.1 萬 | 0.35% | −1,573−17.3% | 減碼 |
| Veracity Capital LLC | 7,533 | $98.2 萬 | 0.45% | +70+0.9% | 加碼 |
| Montz Harcus Wealth Management LLC | 7,545 | $98.3 萬 | 0.91% | +34+0.5% | 加碼 |
| Fulton Breakefield Broenniman LLC | 7,546 | $98.3 萬 | 0.08% | −407−5.1% | 減碼 |
| Olistico Wealth, LLC | 7,556 | $98.5 萬 | 0.95% | +265+3.6% | 加碼 |
| Quantum Private Wealth, LLC | 7,557 | $98.5 萬 | 0.53% | −300−3.8% | 減碼 |
| AXS Investments LLC | 7,560 | $98.5 萬 | 0.33% | −922−10.9% | 減碼 |
| Altus Wealth Group LLC | 7,564 | $98.6 萬 | 0.66% | −105−1.4% | 減碼 |
| FSB Premier Wealth Management, Inc. | 7,589 | $98.9 萬 | 0.55% | +1,539+25.4% | 加碼 |
| IFG Advisors, LLC | 7,592 | $98.9 萬 | 0.39% | +13+0.2% | 加碼 |
| Gateway Wealth Partners, LLC | 7,597 | $99.0 萬 | 0.15% | +1,620+27.1% | 加碼 |
| Provence Wealth Management Group | 7,604 | $99.1 萬 | 0.66% | +1,929+34.0% | 加碼 |
| Strait & Sound Wealth Management LLC | 7,631 | $99.4 萬 | 0.99% | +35+0.5% | 加碼 |
| Ambassador Advisors, LLC | 7,325 | $99.7 萬 | 0.23% | +3,316+82.7% | 加碼 |
| Cubic Asset Management, LLC | 7,658 | $99.8 萬 | 0.28% | +398+5.5% | 加碼 |
| Arlington Partners LLC | 7,676 | $100.0 萬 | 0.14% | +3,362+77.9% | 加碼 |
| Talisman Wealth Advisors LLC | 7,680 | $100.1 萬 | 1.81% | +1,424+22.8% | 加碼 |
| Herbst Group, LLC | 7,685 | $100.1 萬 | 0.71% | +435+6.0% | 加碼 |
| TCM Advisors, LLC | – | $100.3 萬 | 0.91% | – | – |
| Dixon Fnancial Services, Inc. | 7,702 | $100.4 萬 | 0.68% | +15+0.2% | 加碼 |
| Accel Wealth Management | 7,704 | $100.4 萬 | 0.41% | −402−5.0% | 減碼 |
| Lionsbridge Wealth Management LLC | 7,708 | $100.4 萬 | 0.93% | −596−7.2% | 減碼 |
| Laird Norton Trust Company, LLC | 7,716 | $100.5 萬 | 0.13% | −91−1.2% | 減碼 |
| Walkner Condon Financial Advisors LLC | 7,722 | $100.6 萬 | 0.28% | +6,221+414.5% | 加碼 |
| Waterfront Wealth Inc. | 7,723 | $100.6 萬 | 0.33% | +266+3.6% | 加碼 |
| Cooper Financial Group | 7,733 | $100.8 萬 | 0.27% | +1,479+23.6% | 加碼 |
| Coastwise Capital Group, LLC | 7,749 | $101.0 萬 | 1.15% | +849+12.3% | 加碼 |
| Alta Wealth Advisors LLC | 7,754 | $101.0 萬 | 0.64% | −149−1.9% | 減碼 |
| Icapital Wealth LLC | 7,782 | $101.4 萬 | 0.69% | +214+2.8% | 加碼 |
| QP Wealth Management, LLC | 7,786 | $101.5 萬 | 1.66% | +26+0.3% | 加碼 |
| Chiron Capital Management, LLC | 7,809 | $101.8 萬 | 0.71% | −2,758−26.1% | 減碼 |
| Alesco Advisors LLC | 7,810 | $101.8 萬 | 0.04% | +197+2.6% | 加碼 |
| Alera Investment Advisors, LLC | 7,826 | $102.0 萬 | 0.23% | −1,790−18.6% | 減碼 |
| Spinnaker Investment Group, LLC | 7,840 | $102.2 萬 | 0.36% | +64+0.8% | 加碼 |
| ELCO Management Co., LLC | 7,842 | $102.2 萬 | 0.74% | +117+1.5% | 加碼 |
| SignalPoint Asset Management, LLC | 7,846 | $102.2 萬 | 0.33% | +131+1.7% | 加碼 |
| Beacon Financial Advisory LLC | 7,855 | $102.4 萬 | 0.65% | +313+4.2% | 加碼 |
| Physicians Financial Services, Inc. | 7,862 | $102.4 萬 | 0.43% | +285+3.8% | 加碼 |
| Garrison Point Advisors, LLC | 7,890 | $102.8 萬 | 0.77% | −12−0.2% | 減碼 |
| Covenant Partners, LLC | 7,903 | $103.0 萬 | 0.39% | +2,185+38.2% | 加碼 |
| Zhang Financial LLC | 7,912 | $103.1 萬 | 0.12% | −1,150−12.7% | 減碼 |
| Alhambra Investment Partners LLC | 7,918 | $103.2 萬 | 0.71% | +46+0.6% | 加碼 |
| TLWM | 7,925 | $103.3 萬 | 0.33% | −79−1.0% | 減碼 |
| Pflug Koory, LLC | 7,927 | $103.3 萬 | 0.56% | −10−0.1% | 減碼 |
| Hyperion Partners, LLC | 7,932 | $103.4 萬 | 0.93% | +99+1.3% | 加碼 |
| Single Point Partners, LLC | 7,937 | $103.4 萬 | 0.23% | −1,197−13.1% | 減碼 |
| Keystone Financial Services | 7,943 | $103.5 萬 | 0.55% | +33+0.4% | 加碼 |
| Kessler Investment Group, LLC | 7,942 | $103.5 萬 | 0.70% | +7,916+30,446.2% | 加碼 |
| Northwest Wealth Management, LLC | 7,947 | $103.6 萬 | 0.40% | +64+0.8% | 加碼 |
| Fortitude Advisory Group L.L.C. | 7,990 | $104.1 萬 | 0.81% | −709−8.2% | 減碼 |
| Marex Group plc | 7,996 | $104.2 萬 | 0.14% | −7,786−49.3% | 減碼 |
| Keeley-Teton Advisors, LLC | 7,998 | $104.2 萬 | 0.13% | −98−1.2% | 減碼 |
| GoodHaven Capital Management, LLC | 8,000 | $104.2 萬 | 0.67% | 00.0% | 不變 |
| Burke & Herbert Bank & Trust Co | 8,018 | $104.5 萬 | 0.77% | −74−0.9% | 減碼 |
| Investors Research Corp | 8,019 | $104.5 萬 | 0.27% | −103−1.3% | 減碼 |
| Asio Capital, LLC | 8,020 | $104.5 萬 | 0.27% | −86−1.1% | 減碼 |
| Addison Advisors LLC | 8,029 | $104.6 萬 | 0.59% | +789+10.9% | 加碼 |
| Legacy Capital Group California, Inc. | 8,046 | $104.8 萬 | 0.51% | +8,046 | 新進 |
| Virtu Financial LLC | 8,062 | $105.0 萬 | 0.11% | +8,062 | 新進 |
| Eqis Capital Management, Inc. | 8,064 | $105.1 萬 | 0.12% | −1,465−15.4% | 減碼 |
| Meeder Asset Management Inc | 8,085 | $105.4 萬 | 0.08% | −367−4.3% | 減碼 |
| Castle Wealth Management LLC | 8,108 | $105.7 萬 | 0.82% | −294−3.5% | 減碼 |
| Stephens Consulting, LLC | 8,112 | $105.7 萬 | 0.64% | +7+0.1% | 加碼 |
| Prostatis Group LLC | 8,046 | $105.9 萬 | 0.56% | +74+0.9% | 加碼 |
| Angeles Wealth Management, LLC | 8,150 | $106.2 萬 | 0.16% | +1,089+15.4% | 加碼 |
| Harel Insurance Investments & Financial Services Ltd. | 8,167 | $106.4 萬 | 0.02% | −1,970−19.4% | 減碼 |
| Ami Asset Management Corp | 8,170 | $106.5 萬 | 0.07% | −149−1.8% | 減碼 |
| CPA Asset Management LLC | 8,175 | $106.5 萬 | 0.80% | 00.0% | 不變 |
| Colonial River Wealth Management, LLC | 8,200 | $106.9 萬 | 0.63% | −1,114−12.0% | 減碼 |
| Orca Investment Management, LLC | 8,226 | $107.2 萬 | 1.31% | +40.0% | 加碼 |
| M. Kraus & Co | 8,234 | $107.3 萬 | 0.38% | +717+9.5% | 加碼 |
| Carolinas Wealth Consulting LLC | 8,234 | $107.3 萬 | 0.23% | +229+2.9% | 加碼 |
| Connecticut Wealth Management, LLC | 8,243 | $107.4 萬 | 0.08% | −4,660−36.1% | 減碼 |
| Legacy Bridge, LLC | 8,249 | $107.5 萬 | 0.75% | +30+0.4% | 加碼 |
| W Advisors, LLC | 8,262 | $107.7 萬 | 0.89% | +96+1.2% | 加碼 |
| First National Bank of Hutchinson | 8,284 | $107.9 萬 | 0.86% | +1,135+15.9% | 加碼 |
| Madden Securities Corp | 8,287 | $108.0 萬 | 0.57% | +4,990+151.3% | 加碼 |
| Cardiff Park Advisors, LLC | 8,288 | $108.0 萬 | 0.14% | +313+3.9% | 加碼 |
| Bouchey Financial Group Ltd | 8,301 | $108.1 萬 | 0.14% | +164+2.0% | 加碼 |
| Halbert Hargrove Global Advisors, LLC | 8,321 | $108.4 萬 | 0.07% | +590+7.6% | 加碼 |
| Monterey Private Wealth, Inc. | 8,327 | $108.5 萬 | 0.56% | +91+1.1% | 加碼 |
| One + One Wealth Management, LLC | 8,344 | $108.7 萬 | 0.77% | −1,035−11.0% | 減碼 |
| Zions Bancorporation, N.A. | 8,357 | $108.9 萬 | 0.09% | −30,062−78.2% | 減碼 |
| McElhenny Sheffield Capital Management, LLC | 8,357 | $108.9 萬 | 0.57% | +87+1.1% | 加碼 |
| Hendershot Investments Inc. | 8,363 | $109.0 萬 | 0.18% | −562−6.3% | 減碼 |
| Select Asset Management & Trust | 8,361 | $109.0 萬 | 0.96% | +10.0% | 加碼 |
| Hartford Funds Management Co LLC | 8,365 | $109.0 萬 | 0.11% | +1,050+14.4% | 加碼 |
| Clarus Group, Inc. | 8,375 | $109.1 萬 | 1.02% | +190+2.3% | 加碼 |
| Cora Capital Advisors LLC | 8,377 | $109.2 萬 | 0.81% | −148−1.7% | 減碼 |
| PSI Advisors, LLC | 8,412 | $109.6 萬 | 0.53% | −149−1.7% | 減碼 |
| American State Bank (Iowa) | 8,418 | $109.7 萬 | 0.80% | +34+0.4% | 加碼 |
| Allegheny Financial Group LTD | 8,425 | $109.8 萬 | 0.44% | +426+5.3% | 加碼 |
| Keel Point, LLC | 8,429 | $109.8 萬 | 0.16% | −101−1.2% | 減碼 |