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 |
|---|---|---|---|---|---|
| Bath Savings Trust Co | 12,631 | $164.6 萬 | 0.20% | +181+1.5% | 加碼 |
| Greenwich Wealth Management LLC | 12,658 | $164.9 萬 | 0.18% | +164+1.3% | 加碼 |
| Invst, LLC | 12,034 | $164.9 萬 | 0.26% | +259+2.2% | 加碼 |
| A. D. Beadell Investment Counsel, Inc. | 12,674 | $165.1 萬 | 1.51% | −2,085−14.1% | 減碼 |
| FinTrust Capital Advisors, LLC | 12,312 | $165.1 萬 | 0.40% | 00.0% | 不變 |
| Wealth Alliance Advisory Group, LLC | 12,671 | $165.1 萬 | 0.62% | −548−4.1% | 減碼 |
| Trillium Asset Management, LLC | 11,987 | $165.7 萬 | 0.05% | −3,544−22.8% | 減碼 |
| Waratah Capital Advisors Ltd. | 12,737 | $166.0 萬 | 0.08% | +12,737 | 新進 |
| World Equity Group, Inc. | 39,677 | $166.2 萬 | 0.28% | +22,872+136.1% | 加碼 |
| Farther Finance Advisors, LLC | 12,776 | $166.5 萬 | 0.49% | +7,206+129.4% | 加碼 |
| Elmwood Wealth Management, Inc. | 12,780 | $166.5 萬 | 0.79% | +145+1.1% | 加碼 |
| Tempus Wealth Planning, LLC | 12,804 | $166.8 萬 | 0.82% | −1,502−10.5% | 減碼 |
| Legacy Wealth Management, LLC | 12,838 | $167.3 萬 | 0.92% | 00.0% | 不變 |
| Pacitti Group Inc. | 12,873 | $167.8 萬 | 1.23% | +446+3.6% | 加碼 |
| Chesapeake Wealth Management | 12,907 | $168.2 萬 | 0.70% | −119−0.9% | 減碼 |
| Sanders Morris Harris LLC | 12,908 | $168.2 萬 | 0.59% | −7,254−36.0% | 減碼 |
| Ellerson Group Inc | 12,933 | $168.5 萬 | 1.83% | −510−3.8% | 減碼 |
| Trail Ridge Investment Advisors, LLC | 12,951 | $168.8 萬 | 1.10% | −12−0.1% | 減碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 13,109 | $168.8 萬 | 0.45% | −2,570−16.4% | 減碼 |
| G&S Capital LLC | 12,971 | $169.0 萬 | 0.75% | +11,269+662.1% | 加碼 |
| Wrapmanager Inc | 13,062 | $170.2 萬 | 0.52% | −4,592−26.0% | 減碼 |
| Accuvest Global Advisors | 13,071 | $170.3 萬 | 0.77% | −8,515−39.4% | 減碼 |
| Aft, Forsyth & Sober, LLC | 13,100 | $170.7 萬 | 0.86% | −350−2.6% | 減碼 |
| 626 Financial, LLC | 13,102 | $170.7 萬 | 1.13% | −414−3.1% | 減碼 |
| Palumbo Wealth Management LLC | 13,105 | $170.8 萬 | 1.14% | +477+3.8% | 加碼 |
| Pekin Hardy Strauss, Inc. | 13,129 | $171.1 萬 | 0.27% | −130−1.0% | 減碼 |
| Drive Wealth Management, LLC | 13,178 | $171.7 萬 | 0.72% | +97+0.7% | 加碼 |
| Neumann Capital Management, LLC | 13,199 | $172.0 萬 | 0.76% | −500−3.6% | 減碼 |
| Oarsman Capital, Inc. | 13,220 | $172.3 萬 | 0.81% | −1,395−9.5% | 減碼 |
| Hartline Investment Corp | 13,257 | $172.7 萬 | 0.34% | +415+3.2% | 加碼 |
| Todd Asset Management LLC | 13,271 | $172.9 萬 | 0.04% | 00.0% | 不變 |
| Highlander Capital Management, LLC | 13,280 | $173.1 萬 | 0.85% | 00.0% | 不變 |
| MONECO Advisors, LLC | 13,310 | $173.4 萬 | 0.51% | +2,017+17.9% | 加碼 |
| SlateStone Wealth, LLC | 13,318 | $173.5 萬 | 0.36% | +1,650+14.1% | 加碼 |
| Pointe Capital Management LLC | 13,351 | $174.0 萬 | 1.26% | +666+5.3% | 加碼 |
| Verus Capital Partners, LLC | 13,353 | $174.0 萬 | 0.27% | +352+2.7% | 加碼 |
| Insight Wealth Strategies, LLC | 13,374 | $174.3 萬 | 0.34% | −448−3.2% | 減碼 |
| Holistic Financial Partners | 13,391 | $174.5 萬 | 1.37% | +1,436+12.0% | 加碼 |
| Byrne Asset Management LLC | 13,433 | $175.0 萬 | 1.25% | −731−5.2% | 減碼 |
| Aristotle Capital Management, LLC | 13,452 | $175.3 萬 | 0.00% | −317−2.3% | 減碼 |
| First National Advisers, LLC | 13,489 | $175.8 萬 | 1.99% | +752+5.9% | 加碼 |
| Venturi Wealth Management, LLC | 13,524 | $176.2 萬 | 0.14% | +285+2.2% | 加碼 |
| CFS Investment Advisory Services, LLC | 13,531 | $176.3 萬 | 0.32% | +1,518+12.6% | 加碼 |
| Kiley Juergens Wealth Management, LLC | 13,546 | $176.5 萬 | 0.66% | +351+2.7% | 加碼 |
| Donald L. Hagan, LLC | 13,559 | $176.7 萬 | 0.97% | +915+7.2% | 加碼 |
| Accredited Investors Inc. | 13,567 | $176.8 萬 | 0.13% | −86−0.6% | 減碼 |
| LMG Wealth Partners, LLC | 13,589 | $177.1 萬 | 0.57% | 00.0% | 不變 |
| Manchester Capital Management LLC | 13,610 | $177.4 萬 | 0.23% | +962+7.6% | 加碼 |
| LCNB Corp | 13,615 | $177.4 萬 | 0.80% | 00.0% | 不變 |
| WBH Advisory Inc | 13,615 | $177.4 萬 | 0.22% | +13,615 | 新進 |
| Strategic Investment Advisors | 13,639 | $177.7 萬 | 0.32% | +1,099+8.8% | 加碼 |
| Thomas White International Ltd | 13,647 | $177.8 萬 | 0.38% | +201+1.5% | 加碼 |
| Coppell Advisory Solutions LLC | 13,790 | $178.0 萬 | 0.61% | −4,914−26.3% | 減碼 |
| Coppell Advisory Solutions Corp. | 13,790 | $178.0 萬 | 0.61% | −4,914−26.3% | 減碼 |
| Edgestream Partners, L.P. | 13,688 | $178.4 萬 | 0.20% | +13,688 | 新進 |
| Delta Financial Advisors LLC | 13,729 | $178.9 萬 | 0.86% | −67−0.5% | 減碼 |
| Kensington Investment Counsel, LLC | 13,739 | $179.0 萬 | 1.35% | +1,088+8.6% | 加碼 |
| Stonnington Group, LLC | 13,899 | $179.3 萬 | 0.47% | −1,100−7.3% | 減碼 |
| Blodgett Wealth Advisors, LLC | 13,778 | $179.5 萬 | 2.08% | −148−1.1% | 減碼 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 13,160 | $179.6 萬 | 0.82% | −554−4.0% | 減碼 |
| Chilton Investment Co LLC | 13,793 | $179.7 萬 | 0.06% | +358+2.7% | 加碼 |
| Rockingstone Advisors LLC | 13,808 | $179.9 萬 | 1.10% | +329+2.4% | 加碼 |
| Twin Lakes Capital Management, LLC | 13,833 | $180.3 萬 | 1.34% | +47+0.3% | 加碼 |
| Cim Investment Mangement Inc | 13,838 | $180.3 萬 | 0.67% | +666+5.1% | 加碼 |
| Brendel Financial Advisors LLC | 13,865 | $180.7 萬 | 1.34% | −113−0.8% | 減碼 |
| Violich Capital Management, Inc. | 13,885 | $180.9 萬 | 0.31% | −80−0.6% | 減碼 |
| Steward Financial Group LLC | 13,924 | $181.4 萬 | 0.60% | +412+3.0% | 加碼 |
| Washington Capital Management Inc | 13,930 | $181.5 萬 | 1.62% | −270−1.9% | 減碼 |
| Naviter Wealth, LLC | 13,985 | $182.2 萬 | 0.64% | −1,944−12.2% | 減碼 |
| Pinnacle West Asset Management, Inc. | 14,000 | $182.4 萬 | 1.91% | +14,000 | 新進 |
| Klingman & Associates, LLC | 14,020 | $182.7 萬 | 0.16% | +40+0.3% | 加碼 |
| Relyea Zuckerberg Hanson LLC | 14,027 | $182.8 萬 | 0.45% | +3,545+33.8% | 加碼 |
| Dover Advisors, LLC | 14,069 | $183.3 萬 | 1.76% | +3,077+28.0% | 加碼 |
| Pinnacle Holdings, LLC | 14,073 | $183.4 萬 | 0.85% | +133+1.0% | 加碼 |
| Virtue Capital Management, LLC | 13,588 | $183.8 萬 | 0.30% | +212+1.6% | 加碼 |
| Benedict Financial Advisors Inc | 14,104 | $183.8 萬 | 0.52% | +369+2.7% | 加碼 |
| Ruffer LLP | 14,135 | $184.1 萬 | 0.06% | −10,744−43.2% | 減碼 |
| Foresight Global Investors, Inc. | 14,132 | $184.2 萬 | 1.32% | +14,132 | 新進 |
| Summit Financial Group Inc | 14,182 | $184.8 萬 | 0.73% | −105−0.7% | 減碼 |
| Lindenwold Advisors | 14,192 | $184.9 萬 | 1.15% | +304+2.2% | 加碼 |
| Centennial Bank | 14,202 | $185.1 萬 | 1.21% | −681−4.6% | 減碼 |
| Next Capital Management LLC | 14,246 | $185.6 萬 | 0.90% | −130−0.9% | 減碼 |
| DAGCO, Inc. | 14,261 | $185.8 萬 | 1.00% | −271−1.9% | 減碼 |
| Cerro Pacific Wealth Advisors LLC | 14,270 | $186.0 萬 | 1.03% | +3,002+26.6% | 加碼 |
| Chapman Investment Management, LLC | 14,312 | $186.5 萬 | 1.53% | −146−1.0% | 減碼 |
| Main Street Financial Solutions, LLC | 14,317 | $186.6 萬 | 0.27% | +126+0.9% | 加碼 |
| Exos TFP Holdings LLC | 14,332 | $186.8 萬 | 0.47% | +7,494+109.6% | 加碼 |
| Nvest Financial, LLC | 14,354 | $187.0 萬 | 1.95% | +719+5.3% | 加碼 |
| Carl P. Sherr & Co., LLC | 14,367 | $187.2 萬 | 1.34% | +1,432+11.1% | 加碼 |
| Parisi Gray Wealth Management | 14,367 | $187.2 萬 | 1.16% | −10,711−42.7% | 減碼 |
| Brady Family Wealth, LLC | 14,378 | $187.4 萬 | 0.74% | +24+0.2% | 加碼 |
| Notis-McConarty Edward | 14,397 | $187.6 萬 | 0.75% | −100−0.7% | 減碼 |
| Wulff, Hansen & Co. | 14,405 | $187.7 萬 | 2.14% | −230−1.6% | 減碼 |
| Sutton Wealth Advisors Inc. | 14,415 | $187.8 萬 | 1.00% | −11,841−45.1% | 減碼 |
| Hamel Associates, Inc. | 14,477 | $188.7 萬 | 0.65% | 00.0% | 不變 |
| MB, Levis & Associates, LLC | 14,485 | $188.8 萬 | 1.31% | +228+1.6% | 加碼 |
| Prestige Wealth Management Group LLC | 14,509 | $189.1 萬 | 0.48% | +35+0.2% | 加碼 |
| FengHe Fund Management Pte. Ltd. | 14,600 | $190.3 萬 | 0.43% | +14,600 | 新進 |
| Advisor OS, LLC | 14,602 | $190.3 萬 | 0.46% | +799+5.8% | 加碼 |
| Fortem Financial Group, LLC | 14,605 | $190.3 萬 | 1.24% | +548+3.9% | 加碼 |