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 |
|---|---|---|---|---|---|
| Onyx Bridge Wealth Group LLC | 9,738 | $126.9 萬 | 0.51% | +176+1.8% | 加碼 |
| Ramsay, Stattman, Vela & Price, Inc. | 9,741 | $126.9 萬 | 0.27% | 00.0% | 不變 |
| Eley Financial Management, Inc | 9,746 | $127.0 萬 | 0.66% | −224−2.2% | 減碼 |
| Alterity Financial Group, LLC | 9,767 | $127.3 萬 | 1.86% | +255+2.7% | 加碼 |
| Eudaimonia Advisors LLC | 9,812 | $127.9 萬 | 0.86% | −268−2.7% | 減碼 |
| Towercrest Capital Management | 9,831 | $128.1 萬 | 0.27% | 00.0% | 不變 |
| Well Done, LLC | 9,849 | $128.3 萬 | 0.28% | +115+1.2% | 加碼 |
| Catalyst Financial Partners LLC | 9,855 | $128.4 萬 | 0.55% | +704+7.7% | 加碼 |
| Commons Capital, LLC | 9,868 | $128.6 萬 | 2.06% | −475−4.6% | 減碼 |
| Central Bank & Trust Co | 9,878 | $128.7 萬 | 0.23% | +429+4.5% | 加碼 |
| Hunter Associates Investment Management LLC | 9,885 | $128.8 萬 | 0.28% | −321−3.1% | 減碼 |
| Quent Capital, LLC | 9,895 | $128.8 萬 | 0.22% | +758+8.3% | 加碼 |
| Richard P Slaughter Associates Inc | 9,903 | $129.0 萬 | 0.42% | +30+0.3% | 加碼 |
| Disciplined Investments, LLC | 9,914 | $129.2 萬 | 0.54% | +486+5.2% | 加碼 |
| N.E.W. Advisory Services LLC | 9,916 | $129.2 萬 | 0.19% | +16+0.2% | 加碼 |
| Executive Wealth Management, LLC | 9,916 | $129.2 萬 | 0.14% | −158−1.6% | 減碼 |
| Connors Investor Services Inc | 9,931 | $129.4 萬 | 0.15% | +381+4.0% | 加碼 |
| Bulltick Wealth Management, LLC | 9,945 | $129.6 萬 | 0.34% | +412+4.3% | 加碼 |
| Rainsberger Wealth Advisors, Inc. | 9,962 | $129.8 萬 | 0.77% | +1,519+18.0% | 加碼 |
| Evanson Asset Management, LLC | 9,974 | $130.0 萬 | 0.13% | +11+0.1% | 加碼 |
| CRA Financial Services, LLC | 9,978 | $130.0 萬 | 0.39% | +379+3.9% | 加碼 |
| Kamunting Street Capital Management, L.P. | 10,000 | $130.3 萬 | 1.93% | +10,000 | 新進 |
| Intrepid Family Office LLC | 10,000 | $130.3 萬 | 2.86% | +10,000 | 新進 |
| Hemington Wealth Management | 10,010 | $130.4 萬 | 0.53% | +220+2.2% | 加碼 |
| South Street Advisors LLC | 10,024 | $130.6 萬 | 0.27% | +800+8.7% | 加碼 |
| Prentice Wealth Management LLC | 10,024 | $130.6 萬 | 0.62% | −94−0.9% | 減碼 |
| Auxano Advisors, LLC | 10,087 | $131.4 萬 | 0.53% | +190+1.9% | 加碼 |
| Heartwood Wealth Advisors LLC | 10,120 | $131.9 萬 | 0.20% | +4,903+94.0% | 加碼 |
| Hunter Perkins Capital Management, LLC | 10,121 | $131.9 萬 | 0.31% | +7,390+270.6% | 加碼 |
| Twin Focus Capital Partners, LLC | 10,130 | $132.0 萬 | 0.26% | +2,825+38.7% | 加碼 |
| LifeSteps Financial, Inc. | 10,133 | $132.0 萬 | 1.40% | −627−5.8% | 減碼 |
| Monte Financial Group, LLC | 10,136 | $132.1 萬 | 0.70% | 00.0% | 不變 |
| Newbridge Financial Services Group, Inc. | 10,143 | $132.2 萬 | 0.70% | −183−1.8% | 減碼 |
| Carson Advisory Inc. | 10,161 | $132.4 萬 | 1.18% | −531−5.0% | 減碼 |
| Lincluden Management Ltd | 10,184 | $132.7 萬 | 0.15% | −631−5.8% | 減碼 |
| Sterling Investment Counsel, LLC | 10,191 | $132.8 萬 | 0.79% | −181−1.7% | 減碼 |
| Leonteq Securities AG | 10,195 | $132.9 萬 | 0.12% | −24,260−70.4% | 減碼 |
| Gerber Kawasaki Wealth & Investment Management | 10,208 | $133.0 萬 | 0.11% | −36−0.4% | 減碼 |
| Essex Investment Management Co LLC | 10,226 | $133.3 萬 | 0.19% | −7,046−40.8% | 減碼 |
| Allstate Corp | 10,238 | $133.4 萬 | 0.10% | −114,726−91.8% | 減碼 |
| Capital Square, LLC | 10,466 | $133.4 萬 | 1.23% | −2,232−17.6% | 減碼 |
| Perennial Investment Advisors, LLC | 10,258 | $133.6 萬 | 0.25% | +805+8.5% | 加碼 |
| Gilman Hill Asset Management, LLC | 10,273 | $133.9 萬 | 0.27% | −606−5.6% | 減碼 |
| Ahrens Investment Partners LLC | 10,307 | $134.3 萬 | 0.67% | −1,706−14.2% | 減碼 |
| De Burlo Group Inc | 10,317 | $134.4 萬 | 0.26% | 00.0% | 不變 |
| Woodward Diversified Capital, LLC | 10,326 | $134.6 萬 | 1.06% | +28+0.3% | 加碼 |
| Aire Advisors, LLC | 10,330 | $134.6 萬 | 0.38% | −957−8.5% | 減碼 |
| Orleans Capital Management Corp | 10,337 | $134.7 萬 | 0.99% | 00.0% | 不變 |
| Focused Wealth Management, Inc | 10,342 | $134.8 萬 | 0.27% | +434+4.4% | 加碼 |
| Passive Capital Management, LLC. | 10,377 | $135.2 萬 | 0.59% | +105+1.0% | 加碼 |
| Morris Financial Concepts, Inc. | 10,390 | $135.4 萬 | 0.95% | +10+0.1% | 加碼 |
| Epacria Capital Partners, LLC | 10,400 | $135.5 萬 | 1.06% | 00.0% | 不變 |
| Callan Capital, LLC | 10,412 | $135.7 萬 | 0.16% | −1,963−15.9% | 減碼 |
| ORG Partners LLC | 10,429 | $135.7 萬 | 0.33% | +10,429 | 新進 |
| Berkeley Capital Partners, LLC | 10,440 | $136.0 萬 | 0.50% | +471+4.7% | 加碼 |
| Wealth Management Partners, LLC | 10,444 | $136.1 萬 | 0.95% | +444+4.4% | 加碼 |
| Global Trust Asset Management, LLC | 10,484 | $136.6 萬 | 0.65% | +414+4.1% | 加碼 |
| Summit Financial Strategies, Inc. | 10,496 | $136.8 萬 | 0.27% | 00.0% | 不變 |
| Cornerstone National Bank & Trust Co | 10,503 | $136.9 萬 | 0.75% | −84−0.8% | 減碼 |
| Old Mission Investment Co LLC | 10,507 | $136.9 萬 | 0.54% | +1,873+21.7% | 加碼 |
| Waterloo Capital, L.P. | 10,531 | $137.2 萬 | 0.42% | +10,531 | 新進 |
| My Legacy Advisors, LLC | 10,737 | $137.3 萬 | 0.59% | +277+2.6% | 加碼 |
| Fifth Third Wealth Advisors LLC | 10,544 | $137.4 萬 | 2.54% | +10,544 | 新進 |
| Ignite Planners, LLC | 10,752 | $137.5 萬 | 0.56% | +825+8.3% | 加碼 |
| Waddell & Associates, LLC | 10,561 | $137.6 萬 | 0.22% | −107−1.0% | 減碼 |
| Winthrop Advisory Group LLC | 10,573 | $137.8 萬 | 0.24% | +76+0.7% | 加碼 |
| Hollow Brook Wealth Management LLC | 10,578 | $137.8 萬 | 0.65% | +210+2.0% | 加碼 |
| JSF Financial, LLC | 10,615 | $138.3 萬 | 0.52% | +19+0.2% | 加碼 |
| Sky Investment Group LLC | 10,646 | $138.7 萬 | 0.32% | +10+0.1% | 加碼 |
| Westmount Partners, LLC | 10,652 | $138.8 萬 | 0.64% | +1,509+16.5% | 加碼 |
| RW Investment Management LLC | 10,696 | $139.4 萬 | 0.39% | −137−1.3% | 減碼 |
| Applied Capital LLC | 10,719 | $139.7 萬 | 1.39% | −250−2.3% | 減碼 |
| SRN Advisors, LLC | 10,849 | $139.7 萬 | 1.28% | −2,343−17.8% | 減碼 |
| CBOE Vest Financial, LLC | 10,727 | $139.8 萬 | 0.19% | +7,794+265.7% | 加碼 |
| Grant/GrossMendelsohn, LLC | 10,735 | $139.8 萬 | 0.80% | +48+0.4% | 加碼 |
| Kidder Stephen W | 10,767 | $140.3 萬 | 0.49% | 00.0% | 不變 |
| Formidable Asset Management, LLC | 10,791 | $140.5 萬 | 0.30% | −267−2.4% | 減碼 |
| Tradition Wealth Management, LLC | 10,787 | $140.6 萬 | 0.17% | +1,258+13.2% | 加碼 |
| Trust Investment Advisors | 10,808 | $140.8 萬 | 1.26% | −248−2.2% | 減碼 |
| Allred Capital Management, LLC | 10,809 | $140.8 萬 | 0.75% | +949+9.6% | 加碼 |
| First Financial Corp | 10,819 | $141.0 萬 | 0.88% | −309−2.8% | 減碼 |
| CIC Wealth, LLC | 10,819 | $141.0 萬 | 0.53% | −57−0.5% | 減碼 |
| Fox Run Management, L.L.C. | 10,826 | $141.1 萬 | 0.46% | +10,826 | 新進 |
| Cape Ann Savings Bank | 10,860 | $141.5 萬 | 0.99% | +281+2.7% | 加碼 |
| Plante Moran Financial Advisors, LLC | 10,873 | $141.7 萬 | 0.19% | +395+3.8% | 加碼 |
| CKW Financial Group | 10,887 | $141.9 萬 | 0.23% | 00.0% | 不變 |
| Aaron Wealth Advisors | 10,897 | $142.0 萬 | 0.20% | −93−0.8% | 減碼 |
| Wealth Architects, LLC | 10,920 | $142.3 萬 | 0.25% | −43−0.4% | 減碼 |
| JNBA Financial Advisors | 10,940 | $142.6 萬 | 0.19% | +88+0.8% | 加碼 |
| Israel Discount Bank of New York | 10,953 | $142.7 萬 | 1.07% | −660−5.7% | 減碼 |
| Avestar Capital, LLC | 10,954 | $142.7 萬 | 0.29% | −747−6.4% | 減碼 |
| First National Bank of South Miami | 10,959 | $142.8 萬 | 1.14% | −304−2.7% | 減碼 |
| London & Capital Asset Management Ltd | 10,964 | $142.9 萬 | 0.13% | −3,736−25.4% | 減碼 |
| Sonata Capital Group Inc | 10,983 | $143.1 萬 | 0.77% | +450+4.3% | 加碼 |
| Sabadell Asset Management, S.A S.G.I.I.C | 11,214 | $143.1 萬 | 0.30% | −40,266−78.2% | 減碼 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 11,000 | $143.3 萬 | 0.93% | +2,000+22.2% | 加碼 |
| Iams Wealth Management, LLC | 11,104 | $143.3 萬 | 1.19% | +3,518+46.4% | 加碼 |
| Concord Wealth Partners | 11,001 | $143.3 萬 | 0.41% | +2,696+32.5% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 11,008 | $143.4 萬 | 0.00% | −103−0.9% | 減碼 |
| Orion Capital Management LLC | 11,050 | $144.0 萬 | 0.97% | −497−4.3% | 減碼 |