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 5,158 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 | 5,158 | $6,437 億 |
| 2026 年第 1 季 | 5,103 | $5,720 億 |
| 2025 年第 4 季 | 5,154 | $6,395 億 |
| 2025 年第 3 季 | 4,765 | $6,180 億 |
| 2025 年第 2 季 | 4,752 | $5,824 億 |
| 2025 年第 1 季 | 4,679 | $4,946 億 |
| 2024 年第 4 季 | 4,680 | $4,900 億 |
| 2024 年第 3 季 | 4,215 | $4,294 億 |
| 2024 年第 2 季 | 4,181 | $4,162 億 |
| 2024 年第 1 季 | 4,120 | $4,145 億 |
| 2023 年第 4 季 | 4,001 | $3,518 億 |
| 2023 年第 3 季 | 3,710 | $2,970 億 |
| 2023 年第 2 季 | 3,672 | $2,976 億 |
| 2023 年第 1 季 | 3,612 | $2,663 億 |
| 2022 年第 4 季 | 3,628 | $2,783 億 |
| 2022 年第 3 季 | 3,395 | $2,129 億 |
| 2022 年第 2 季 | 3,427 | $2,293 億 |
| 2022 年第 1 季 | 3,519 | $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 |
|---|---|---|---|---|---|
| IMS Capital Management | 11,055 | $144.1 萬 | 0.86% | +52+0.5% | 加碼 |
| Signet Financial Management, LLC | 11,061 | $144.1 萬 | 0.24% | +23+0.2% | 加碼 |
| BlackDiamond Wealth Management Inc. | 10,473 | $144.2 萬 | 1.48% | +71+0.7% | 加碼 |
| Channel Wealth LLC | 11,066 | $144.2 萬 | 0.93% | +11,066 | 新進 |
| Costello Asset Management, INC | 11,072 | $144.3 萬 | 1.49% | −667−5.7% | 減碼 |
| Vantage Financial Partners Ltd., Inc. | 11,074 | $144.3 萬 | 0.85% | −100−0.9% | 減碼 |
| Truepoint, Inc. | 11,100 | $144.6 萬 | 0.05% | +323+3.0% | 加碼 |
| Cacti Asset Management LLC | 11,110 | $144.8 萬 | 0.13% | 00.0% | 不變 |
| Private Capital Management, LLC | 11,137 | $145.1 萬 | 0.17% | +11,137 | 新進 |
| Norris Perne & French LLP | 11,156 | $145.4 萬 | 0.13% | +95+0.9% | 加碼 |
| Marble Harbor Investment Counsel, LLC | 11,199 | $145.9 萬 | 0.19% | +400+3.7% | 加碼 |
| Financial Strategies Group, Inc. | 11,200 | $145.9 萬 | 0.56% | +1,081+10.7% | 加碼 |
| Hazlett, Burt & Watson, Inc. | 11,245 | $146.5 萬 | 1.20% | +280+2.6% | 加碼 |
| Princeton Capital Management LLC | 11,244 | $146.5 萬 | 0.63% | +96+0.9% | 加碼 |
| Birinyi Associates Inc | 11,250 | $146.6 萬 | 0.61% | −1,000−8.2% | 減碼 |
| Samalin Investment Counsel, LLC | 11,257 | $146.7 萬 | 0.88% | +12+0.1% | 加碼 |
| Park Edge Advisors, LLC | 11,262 | $146.8 萬 | 0.56% | +1,156+11.4% | 加碼 |
| Financial Management Professionals, Inc. | 11,262 | $146.8 萬 | 0.28% | +907+8.8% | 加碼 |
| One Charles Private Wealth Services, LLC | 11,268 | $146.8 萬 | 0.91% | +61+0.5% | 加碼 |
| Aft, Forsyth & Company, Inc. | 11,279 | $147.0 萬 | 1.14% | −134−1.2% | 減碼 |
| Consolidated Portfolio Review Corp | 11,284 | $147.0 萬 | 0.40% | +11,284 | 新進 |
| Journey Strategic Wealth LLC | 11,284 | $147.0 萬 | 0.15% | −833−6.9% | 減碼 |
| Patriot Investment Management Inc. | 11,293 | $147.2 萬 | 0.13% | +39+0.3% | 加碼 |
| Inscription Capital, LLC | 11,322 | $147.5 萬 | 0.39% | +2,313+25.7% | 加碼 |
| MBL Wealth, LLC | 11,341 | $147.8 萬 | 0.23% | +160+1.4% | 加碼 |
| Highview Capital Management LLC | 11,353 | $147.9 萬 | 0.85% | +3,238+39.9% | 加碼 |
| Optas, LLC | 11,357 | $148.0 萬 | 0.53% | −30−0.3% | 減碼 |
| Coastal Bridge Advisors, LLC | 11,415 | $148.8 萬 | 0.38% | +101+0.9% | 加碼 |
| Peachtree Investment Partners, LLC | 11,428 | $148.9 萬 | 0.93% | −6,916−37.7% | 減碼 |
| Schrum Private Wealth Management LLC | 11,437 | $149.0 萬 | 1.72% | −35−0.3% | 減碼 |
| Caldwell Investment Management Ltd. | 11,460 | $149.3 萬 | 1.48% | 00.0% | 不變 |
| Fort Point Capital Partners LLC | 11,481 | $149.6 萬 | 0.24% | +133+1.2% | 加碼 |
| Winton Group Ltd | 11,491 | $149.7 萬 | 0.09% | −2,578−18.3% | 減碼 |
| CoreFirst Bank & Trust | 11,525 | $150.2 萬 | 1.09% | −548−4.5% | 減碼 |
| Godshalk Welsh Capital Management, Inc. | 11,525 | $150.2 萬 | 1.06% | −50−0.4% | 減碼 |
| Texas Capital Bancshares Inc | 11,528 | $150.2 萬 | 0.94% | +38+0.3% | 加碼 |
| Oak Hill Wealth Advisors, LLC | 11,558 | $150.6 萬 | 0.59% | −297−2.5% | 減碼 |
| Canvas Wealth Advisors, LLC | 11,005 | $150.8 萬 | 0.63% | −5,179−32.0% | 減碼 |
| ARGA Investment Management, LP | 11,581 | $150.9 萬 | 0.06% | +1,232+11.9% | 加碼 |
| Front Row Advisors LLC | 11,589 | $151.0 萬 | 0.72% | −10−0.1% | 減碼 |
| St. Johns Investment Management Company, LLC | 11,610 | $151.3 萬 | 0.88% | −18−0.2% | 減碼 |
| Mainstay Capital Management LLC | 11,624 | $151.5 萬 | 0.30% | −20−0.2% | 減碼 |
| 44 Wealth Management LLC | 11,684 | $152.3 萬 | 0.52% | −1,130−8.8% | 減碼 |
| Evergreen Wealth Solutions, LLC | 11,704 | $152.5 萬 | 1.76% | −509−4.2% | 減碼 |
| Weaver C. Barksdale & Associates, Inc. | 11,713 | $152.6 萬 | 1.43% | −585−4.8% | 減碼 |
| Windsor Capital Management, LLC | 11,751 | $153.1 萬 | 0.53% | −127−1.1% | 減碼 |
| Matrix Private Capital Group LLC | 11,751 | $153.1 萬 | 1.06% | −1,418−10.8% | 減碼 |
| L.M. Kohn & Company | 11,763 | $153.3 萬 | 0.64% | +236+2.0% | 加碼 |
| Paces Ferry Wealth Advisors, LLC | 11,790 | $153.6 萬 | 1.24% | +267+2.3% | 加碼 |
| Marietta Investment Partners LLC | 11,800 | $153.8 萬 | 0.43% | −48−0.4% | 減碼 |
| Taika Capital, LP | 11,800 | $153.8 萬 | 0.73% | +11,800 | 新進 |
| Pinnacle Wealth Management Group, Inc. | 11,806 | $153.8 萬 | 1.33% | −1,005−7.8% | 減碼 |
| Heron Financial Group, LLC | 11,818 | $154.0 萬 | 0.85% | +326+2.8% | 加碼 |
| WT Wealth Management | 11,849 | $154.4 萬 | 0.67% | −3,747−24.0% | 減碼 |
| Aspen Grove Capital, LLC | 11,851 | $154.4 萬 | 0.68% | +51+0.4% | 加碼 |
| BHK Investment Advisors, LLC | 11,860 | $154.6 萬 | 0.68% | +844+7.7% | 加碼 |
| Tilia Fiduciary Partners, Inc. | 11,866 | $154.6 萬 | 1.47% | −1,652−12.2% | 減碼 |
| Lion Street Advisors, LLC | 11,868 | $154.7 萬 | 0.48% | +2,287+23.9% | 加碼 |
| Members Capital Advisors Inc | 11,881 | $154.8 萬 | 1.12% | 00.0% | 不變 |
| Keudell/Morrison Wealth Management | 11,887 | $154.9 萬 | 0.46% | −2,116−15.1% | 減碼 |
| BSW Wealth Partners | 11,888 | $154.9 萬 | 0.32% | −188−1.6% | 減碼 |
| Summit Wealth & Retirement Planning, Inc. | 11,898 | $155.0 萬 | 0.58% | −2,262−16.0% | 減碼 |
| McMillion Capital Management Inc | 11,899 | $155.1 萬 | 1.46% | −1,526−11.4% | 減碼 |
| Aldebaran Capital, LLC | 11,907 | $155.2 萬 | 1.58% | 00.0% | 不變 |
| Ballast, Inc. | 11,940 | $155.6 萬 | 0.64% | −117−1.0% | 減碼 |
| Acorn Wealth Advisors, LLC | 11,941 | $155.6 萬 | 1.15% | −157−1.3% | 減碼 |
| Evergreen Wealth Management, LLC | 11,994 | $156.3 萬 | 1.39% | +180+1.5% | 加碼 |
| Ulysses Management LLC | 12,000 | $156.4 萬 | 0.47% | +5,100+73.9% | 加碼 |
| Two Sigma Investments, LP | 12,000 | $156.4 萬 | 0.00% | +12,000 | 新進 |
| Central Asset Investments & Management Holdings (HK) Ltd | 12,000 | $156.4 萬 | 1.66% | +12,000 | 新進 |
| Peoples Bank | 12,002 | $156.4 萬 | 1.00% | −645−5.1% | 減碼 |
| Altman Advisors, Inc. | 14,642 | $156.5 萬 | 1.43% | −3,640−19.9% | 減碼 |
| Joseph Group Capital Management | 12,042 | $156.9 萬 | 1.38% | −899−6.9% | 減碼 |
| Traphagen Investment Advisors LLC | 12,050 | $157.0 萬 | 0.23% | +186+1.6% | 加碼 |
| Shay Capital LLC | 12,100 | $157.7 萬 | 0.65% | +12,100 | 新進 |
| Falcon Wealth Planning | 12,107 | $157.8 萬 | 0.39% | 00.0% | 不變 |
| First Dallas Securities Inc. | 12,114 | $157.9 萬 | 0.93% | +351+3.0% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 12,124 | $158.0 萬 | 0.14% | −20−0.2% | 減碼 |
| Bell Bank | 12,132 | $158.1 萬 | 0.17% | −367−2.9% | 減碼 |
| Weatherly Asset Management L. P. | 12,156 | $158.4 萬 | 0.21% | −502−4.0% | 減碼 |
| HMS Capital Management, LLC | 12,167 | $158.5 萬 | 1.00% | +2,158+21.6% | 加碼 |
| Proficio Capital Partners LLC | 12,174 | $158.6 萬 | 0.25% | +802+7.1% | 加碼 |
| MBA Advisors LLC | 12,179 | $158.7 萬 | 0.99% | +35+0.3% | 加碼 |
| Rosenbaum Jay D. | 12,214 | $159.2 萬 | 2.93% | +337+2.8% | 加碼 |
| ASB Consultores, LLC | 12,223 | $159.3 萬 | 0.64% | +2,779+29.4% | 加碼 |
| Crescent Grove Advisors, LLC | 12,261 | $159.8 萬 | 0.19% | +1,669+15.8% | 加碼 |
| Roman Butler Fullerton & Co | 11,609 | $159.8 萬 | 0.80% | +49+0.4% | 加碼 |
| Biltmore Family Office, LLC | 12,268 | $159.9 萬 | 0.34% | −2,216−15.3% | 減碼 |
| Castle Rock Wealth Management, LLC | 11,741 | $160.1 萬 | 0.57% | −354−2.9% | 減碼 |
| Compton Capital Management Inc | 12,351 | $160.9 萬 | 3.47% | −28,413−69.7% | 減碼 |
| Matrix Trust Co | 12,358 | $161.0 萬 | 0.43% | +4,495+57.2% | 加碼 |
| Mastrapasqua Asset Management Inc | 12,380 | $161.3 萬 | 0.20% | +490+4.1% | 加碼 |
| Oder Investment Management, LLC | 12,389 | $161.4 萬 | 1.89% | −1,088−8.1% | 減碼 |
| Vista Investment Management | 12,426 | $161.9 萬 | 0.86% | +724+6.2% | 加碼 |
| Kelly Lawrence W & Associates Inc | 12,460 | $162.4 萬 | 0.44% | −40−0.3% | 減碼 |
| Advisory Research Inc | 12,470 | $162.5 萬 | 0.27% | 00.0% | 不變 |
| Aldebaran Financial Inc. | 12,508 | $163.0 萬 | 2.20% | −4,800−27.7% | 減碼 |
| MJP Associates Inc | 12,517 | $163.1 萬 | 0.50% | +537+4.5% | 加碼 |
| Insight Inv LLC | 12,603 | $164.2 萬 | 1.77% | −860−6.4% | 減碼 |
| Fiduciary Planning LLC | 12,609 | $164.3 萬 | 0.78% | +100+0.8% | 加碼 |