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 |
|---|---|---|---|---|---|
| Westbourne Investment Advisors, Inc. | 8,435 | $109.9 萬 | 0.53% | 00.0% | 不變 |
| First National Bank Sioux Falls | 8,455 | $110.2 萬 | 0.76% | −180−2.1% | 減碼 |
| Raleigh Capital Management Inc. | 8,475 | $110.4 萬 | 0.55% | −10,781−56.0% | 減碼 |
| Triad Financial Advisors, Inc. | 8,490 | $110.6 萬 | 0.48% | −31−0.4% | 減碼 |
| Eagle Capital Management LLC | 8,524 | $111.1 萬 | 0.01% | 00.0% | 不變 |
| Calton & Associates, Inc. | 8,536 | $111.2 萬 | 0.52% | −815−8.7% | 減碼 |
| TKG Advisors, LLC | 8,543 | $111.3 萬 | 0.69% | +8,543 | 新進 |
| Ayrshire Capital Management LLC | 8,568 | $111.7 萬 | 0.76% | −148−1.7% | 減碼 |
| GFG Capital, LLC | 6,509 | $111.7 萬 | 0.25% | −1,823−21.9% | 減碼 |
| First National Bank & Trust Co of Newtown | 8,580 | $111.8 萬 | 0.25% | 00.0% | 不變 |
| Defined Wealth Management, LLC | 8,586 | $111.9 萬 | 1.04% | 00.0% | 不變 |
| Solidarilty Wealth, LLC | 8,589 | $111.9 萬 | 0.51% | +8,589 | 新進 |
| Stephenson National Bank & Trust | 8,594 | $112.0 萬 | 0.69% | −317−3.6% | 減碼 |
| Dohj, LLC | 8,603 | $112.1 萬 | 0.57% | −1,604−15.7% | 減碼 |
| Concord Asset Management, LLC | 8,607 | $112.2 萬 | 0.46% | +5,758+202.1% | 加碼 |
| Cypress Wealth Services, LLC | 8,616 | $112.3 萬 | 0.33% | −146−1.7% | 減碼 |
| Mason & Associates Inc | 8,619 | $112.3 萬 | 0.34% | +20.0% | 加碼 |
| Prossimo Advisors, LLC | 8,642 | $112.6 萬 | 2.75% | +323+3.9% | 加碼 |
| Kowal Investment Group, LLC | 8,648 | $112.7 萬 | 0.32% | +1,166+15.6% | 加碼 |
| Salzhauer Michael | 8,660 | $112.8 萬 | 1.03% | 00.0% | 不變 |
| Proffitt & Goodson Inc | 8,675 | $113.0 萬 | 0.23% | +630+7.8% | 加碼 |
| KRS Capital Management, LLC | 8,683 | $113.1 萬 | 1.27% | −437−4.8% | 減碼 |
| Ti-Trust, Inc | 8,695 | $113.3 萬 | 1.06% | +45+0.5% | 加碼 |
| CFO4Life Group, LLC | 8,704 | $113.4 萬 | 0.26% | +244+2.9% | 加碼 |
| Galibier Capital Management Ltd. | 8,710 | $113.5 萬 | 0.27% | 00.0% | 不變 |
| Financial Insights, Inc. | 8,717 | $113.6 萬 | 0.46% | +2,262+35.0% | 加碼 |
| Saxon Interests, Inc. | 8,719 | $113.6 萬 | 0.64% | −2,773−24.1% | 減碼 |
| Baystate Wealth Management LLC | 8,723 | $113.7 萬 | 0.10% | −943−9.8% | 減碼 |
| Granite Bay Wealth Management, LLC | 8,752 | $114.0 萬 | 0.80% | +8,752 | 新進 |
| Hardy Reed LLC | 8,764 | $114.2 萬 | 0.20% | −279−3.1% | 減碼 |
| Kapstone Financial Advisors LLC | 8,860 | $114.3 萬 | 1.03% | −400−4.3% | 減碼 |
| Carmichael Hill & Associates, Inc. | 8,815 | $114.9 萬 | 0.59% | +7+0.1% | 加碼 |
| Hexagon Capital Partners LLC | 8,816 | $114.9 萬 | 0.32% | +209+2.4% | 加碼 |
| Masso Torrence Wealth Management Inc. | 8,836 | $115.1 萬 | 0.91% | −906−9.3% | 減碼 |
| Hummer Financial Advisory Services Inc | 8,840 | $115.2 萬 | 1.22% | +647+7.9% | 加碼 |
| Summit Financial Wealth Advisors, LLC | 8,860 | $115.5 萬 | 0.27% | +107+1.2% | 加碼 |
| Johnson & White Wealth Management, LLC | 8,868 | $115.6 萬 | 1.03% | +8,868 | 新進 |
| BFT Financial Group, LLC | 8,878 | $115.7 萬 | 0.17% | +8,878 | 新進 |
| Round Rock Advisors, LLC | 8,887 | $115.8 萬 | 0.44% | −42−0.5% | 減碼 |
| Navalign, LLC | 8,893 | $115.9 萬 | 0.48% | +6+0.1% | 加碼 |
| Innovis Asset Management LLC | 8,912 | $116.1 萬 | 0.47% | +2,401+36.9% | 加碼 |
| Total Clarity Wealth Management, Inc. | 8,922 | $116.3 萬 | 0.63% | −3,651−29.0% | 減碼 |
| Private Portfolio Partners LLC | 8,931 | $116.4 萬 | 0.32% | −582−6.1% | 減碼 |
| Autumn Glory Partners, LLC | 8,933 | $116.4 萬 | 1.00% | −6,530−42.2% | 減碼 |
| Sentinus, LLC | 8,963 | $116.8 萬 | 0.39% | +8,963 | 新進 |
| West Family Investments, Inc. | 8,995 | $117.2 萬 | 0.46% | 00.0% | 不變 |
| Fiera Capital Corp | 9,007 | $117.4 萬 | 0.00% | −372−4.0% | 減碼 |
| Fortress Wealth Group, LLC | 9,019 | $117.5 萬 | 0.85% | +1,008+12.6% | 加碼 |
| Castleview Partners, LLC | 9,026 | $117.6 萬 | 1.04% | +3,893+75.8% | 加碼 |
| Redhawk Wealth Advisors, Inc. | 9,038 | $117.8 萬 | 0.40% | −581−6.0% | 減碼 |
| Capital Advisors, Ltd. LLC | 9,069 | $118.2 萬 | 0.19% | −1,138−11.1% | 減碼 |
| Citadel Investment Advisory, Inc. | 9,111 | $118.7 萬 | 0.81% | 00.0% | 不變 |
| Wealth Management Associates, Inc. | 9,137 | $119.1 萬 | 0.74% | +58+0.6% | 加碼 |
| Revolve Wealth Partners, LLC | 9,137 | $119.1 萬 | 0.30% | −39−0.4% | 減碼 |
| Hemenway Trust Co LLC | 9,157 | $119.3 萬 | 0.13% | −324−3.4% | 減碼 |
| Financial Perspectives, Inc | 9,170 | $119.5 萬 | 0.57% | +40.0% | 加碼 |
| Apexium Financial, LP | 9,186 | $119.7 萬 | 0.12% | −997−9.8% | 減碼 |
| General Partner, Inc. | 9,276 | $119.8 萬 | 1.05% | +90+1.0% | 加碼 |
| Wealthquest Corp | 9,201 | $119.9 萬 | 0.16% | −242−2.6% | 減碼 |
| Aspen Wealth Strategies, LLC | 9,202 | $119.9 萬 | 0.93% | −102−1.1% | 減碼 |
| Cheviot Value Management, LLC | 9,205 | $120.0 萬 | 0.29% | +647+7.6% | 加碼 |
| STAR Financial Bank | 9,218 | $120.1 萬 | 1.17% | −653−6.6% | 減碼 |
| Deseret Mutual Benefit Administrators | 9,235 | $120.3 萬 | 0.48% | +15+0.2% | 加碼 |
| Access Financial Services, Inc. | 9,241 | $120.4 萬 | 0.73% | −1,908−17.1% | 減碼 |
| Bennett Selby Investments LP | 9,272 | $120.8 萬 | 0.79% | −10.0% | 減碼 |
| Windsor Group LTD | 9,454 | $120.9 萬 | 0.23% | −321−3.3% | 減碼 |
| City State Bank | 9,276 | $120.9 萬 | 0.69% | −63−0.7% | 減碼 |
| Syntal Capital Partners, LLC | 9,285 | $121.0 萬 | 0.44% | −190−2.0% | 減碼 |
| LVM Capital Management Ltd | 9,326 | $121.5 萬 | 0.17% | 00.0% | 不變 |
| 1620 Investment Advisors, Inc. | 9,355 | $121.9 萬 | 1.47% | +168+1.8% | 加碼 |
| FSM Wealth Advisors, LLC | 9,364 | $122.0 萬 | 0.71% | +715+8.3% | 加碼 |
| Paulson Wealth Management Inc. | 9,373 | $122.1 萬 | 0.54% | +355+3.9% | 加碼 |
| Kula Investments, LLC | 9,381 | $122.2 萬 | 0.30% | +9,381 | 新進 |
| Silicon Hills Wealth Management, LLC | 9,414 | $122.7 萬 | 0.74% | +989+11.7% | 加碼 |
| Iron Financial, LLC | 9,418 | $122.7 萬 | 0.67% | +134+1.4% | 加碼 |
| TBH Global Asset Management, LLC | 9,452 | $123.2 萬 | 0.26% | +899+10.5% | 加碼 |
| Renasant Bank | 9,470 | $123.4 萬 | 0.96% | −1,418−13.0% | 減碼 |
| Cambridge Advisors Inc. | 9,471 | $123.4 萬 | 0.32% | +41+0.4% | 加碼 |
| Morton Capital Management LLC | 9,473 | $123.4 萬 | 0.44% | 00.0% | 不變 |
| West Paces Advisors Inc. | 9,476 | $123.5 萬 | 0.38% | −184−1.9% | 減碼 |
| Personal Cfo Solutions, LLC | 9,480 | $123.5 萬 | 0.26% | +131+1.4% | 加碼 |
| Bassett Hargrove Investment Counsel, LLC | 9,494 | $123.7 萬 | 2.16% | 00.0% | 不變 |
| Ridgecrest Wealth Partners, LLC | 9,502 | $123.8 萬 | 0.88% | 00.0% | 不變 |
| Amica Retiree Medical Trust | 9,507 | $123.9 萬 | 1.31% | 00.0% | 不變 |
| Traverso Chambers Private Wealth Management, LLC | 9,511 | $123.9 萬 | 0.34% | +11+0.1% | 加碼 |
| CVA Family Office, LLC | 9,517 | $124.0 萬 | 0.28% | +588+6.6% | 加碼 |
| Meridian Financial Partners LLC | 8,790 | $124.3 萬 | 1.41% | +55+0.6% | 加碼 |
| Mendel Capital Management LLC | 9,543 | $124.4 萬 | 1.12% | +53+0.6% | 加碼 |
| Bigelow Investment Advisors, LLC | 9,545 | $124.4 萬 | 0.72% | −248−2.5% | 減碼 |
| Philo Smith Capital Corp | 9,550 | $124.4 萬 | 0.46% | 00.0% | 不變 |
| Ausdal Financial Partners, Inc. | 9,569 | $124.7 萬 | 0.17% | +317+3.4% | 加碼 |
| Sage Rhino Capital LLC | 9,594 | $125.0 萬 | 0.36% | +116+1.2% | 加碼 |
| Kozak & Associates, Inc. | 9,601 | $125.1 萬 | 0.56% | −74−0.8% | 減碼 |
| Cozad Asset Management Inc | 9,620 | $125.4 萬 | 0.17% | −306−3.1% | 減碼 |
| Round Hill Asset Management | 9,626 | $125.4 萬 | 0.78% | −230−2.3% | 減碼 |
| Column Capital Advisors, LLC | 9,643 | $125.7 萬 | 0.19% | +663+7.4% | 加碼 |
| Gilbert & Cook, Inc. | 9,667 | $126.0 萬 | 0.22% | +382+4.1% | 加碼 |
| Fidelity D & D Bancorp Inc | 6,290 | $126.0 萬 | 0.95% | +6,290 | 新進 |
| Vicus Capital | 9,691 | $126.3 萬 | 0.14% | +4,769+96.9% | 加碼 |
| US Asset Management LLC | 9,721 | $126.7 萬 | 1.29% | −64−0.7% | 減碼 |