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 |
|---|---|---|---|---|---|
| Banco BTG Pactual S.A. | 14,200 | $190.4 萬 | 0.88% | +14,200 | 新進 |
| Wambolt & Associates, LLC | 14,651 | $190.7 萬 | 0.68% | +18+0.1% | 加碼 |
| Hudson Canyon Capital Management | 14,655 | $191.0 萬 | 1.60% | −86−0.6% | 減碼 |
| Fragasso Group Inc. | 14,655 | $191.0 萬 | 0.22% | −150−1.0% | 減碼 |
| Summit X, LLC | 14,631 | $191.0 萬 | 0.49% | −124−0.8% | 減碼 |
| Davidson Trust Co | 14,725 | $191.9 萬 | 1.48% | +249+1.7% | 加碼 |
| All Terrain Financial Advisors, LLC | 14,733 | $192.0 萬 | 0.93% | −878−5.6% | 減碼 |
| Arbor Capital Management Inc | 15,062 | $192.6 萬 | 1.56% | +667+4.6% | 加碼 |
| Gs Investments, Inc. | 14,787 | $192.7 萬 | 1.11% | +70+0.5% | 加碼 |
| High Net Worth Advisory Group LLC | 14,787 | $192.7 萬 | 0.79% | −764−4.9% | 減碼 |
| True North Advisors, LLC | 14,840 | $193.4 萬 | 0.57% | −133−0.9% | 減碼 |
| LS Investment Advisors, LLC | 14,853 | $193.5 萬 | 0.36% | +40.0% | 加碼 |
| Grandview Asset Management LLC | 14,855 | $193.6 萬 | 1.14% | +24+0.2% | 加碼 |
| Oak Family Advisors, LLC | 14,929 | $194.5 萬 | 0.96% | −1,112−6.9% | 減碼 |
| S.E.E.D. Planning Group LLC | 14,945 | $194.7 萬 | 0.75% | −1,526−9.3% | 減碼 |
| Brown, Lisle/Cummings, Inc. | 14,961 | $195.0 萬 | 0.99% | +45+0.3% | 加碼 |
| Verdad Advisers, LP | 14,967 | $195.0 萬 | 3.93% | +14,967 | 新進 |
| First County Bank | 14,982 | $195.2 萬 | 0.96% | −1,555−9.4% | 減碼 |
| Missouri Trust & Investment Co | 14,998 | $195.4 萬 | 1.26% | −333−2.2% | 減碼 |
| Carmignac Gestion | 15,000 | $195.5 萬 | 0.03% | 00.0% | 不變 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 15,051 | $196.1 萬 | 0.09% | −709−4.5% | 減碼 |
| Sittner & Nelson, LLC | 15,059 | $196.2 萬 | 1.13% | −1,165−7.2% | 減碼 |
| Segment Wealth Management, LLC | 15,059 | $196.2 萬 | 0.22% | −68,249−81.9% | 減碼 |
| Gryphon Financial Partners LLC | 15,067 | $196.3 萬 | 0.46% | −255−1.7% | 減碼 |
| Lodestone Wealth Management LLC | 20,155 | $197.1 萬 | 1.52% | −134−0.7% | 減碼 |
| Resolute Wealth Strategies, LLC | 15,154 | $197.5 萬 | 1.68% | +15,154 | 新進 |
| Optimum Investment Advisors | 15,179 | $197.8 萬 | 1.04% | −1,250−7.6% | 減碼 |
| Icon Wealth Partners, LLC | 15,188 | $197.9 萬 | 0.22% | +15,188 | 新進 |
| Marion Wealth Management | 15,240 | $198.6 萬 | 0.74% | +892+6.2% | 加碼 |
| Guardian Capital LP | 15,255 | $198.8 萬 | 0.06% | 00.0% | 不變 |
| Corundum Group, Inc. | 15,286 | $199.2 萬 | 0.94% | +2,409+18.7% | 加碼 |
| Chatham Capital Group, Inc. | 15,315 | $199.6 萬 | 0.45% | +150+1.0% | 加碼 |
| Boit C F David | 14,137 | $199.6 萬 | 1.36% | 00.0% | 不變 |
| Buckingham Strategic Partners | 15,389 | $200.5 萬 | 0.13% | −2,576−14.3% | 減碼 |
| Etesian Wealth Advisors, Inc. | 15,400 | $200.7 萬 | 1.34% | −159−1.0% | 減碼 |
| Rollins Financial | 15,403 | $200.7 萬 | 0.66% | −40−0.3% | 減碼 |
| Cornerstone Advisory, LLC | 15,411 | $200.8 萬 | 0.36% | −1,052−6.4% | 減碼 |
| SFMG, LLC | 15,422 | $201.0 萬 | 0.22% | −250−1.6% | 減碼 |
| Phillips Financial Management, LLC | 15,461 | $201.5 萬 | 0.19% | +60+0.4% | 加碼 |
| Wolff Wiese Magana LLC | 15,472 | $201.6 萬 | 1.64% | +146+1.0% | 加碼 |
| WealthBridge Capital Management, LLC | 15,482 | $201.7 萬 | 0.80% | −121−0.8% | 減碼 |
| Finer Wealth Management, Inc. | 15,485 | $201.8 萬 | 1.71% | +1,777+13.0% | 加碼 |
| Birmingham Capital Management Co Inc | 15,527 | $202.3 萬 | 0.81% | +110+0.7% | 加碼 |
| First Capital Advisors Group, LLC. | 15,625 | $203.6 萬 | 1.31% | −255−1.6% | 減碼 |
| Jeppson Wealth Management, LLC | 15,647 | $203.9 萬 | 0.89% | −256−1.6% | 減碼 |
| Jessup Wealth Management, Inc | 15,649 | $203.9 萬 | 1.21% | +715+4.8% | 加碼 |
| Roof Eidam & Maycock | 15,657 | $204.0 萬 | 0.75% | +581+3.9% | 加碼 |
| L2 Asset Management, LLC | 15,696 | $204.5 萬 | 1.22% | +9,073+137.0% | 加碼 |
| Longfellow Investment Management Co LLC | 15,705 | $204.7 萬 | 0.47% | −2,726−14.8% | 減碼 |
| Aberdeen Wealth Management LLC | 15,714 | $204.8 萬 | 1.53% | 00.0% | 不變 |
| Cornell Pochily Investment Advisors, Inc. | 15,728 | $204.9 萬 | 0.88% | −193−1.2% | 減碼 |
| Voya Financial Advisors, Inc. | 15,970 | $205.6 萬 | 0.26% | −3,581−18.3% | 減碼 |
| Dillon & Associates Inc | 15,864 | $206.2 萬 | 0.41% | −2,231−12.3% | 減碼 |
| Delta Asset Management LLC | 15,829 | $206.3 萬 | 0.22% | −526−3.2% | 減碼 |
| Gleason Group, Inc. | 15,854 | $206.6 萬 | 0.59% | +168+1.1% | 加碼 |
| Trust Co | 15,965 | $208.0 萬 | 0.32% | +19+0.1% | 加碼 |
| TCI Wealth Advisors, Inc. | 15,986 | $208.3 萬 | 0.27% | +1,244+8.4% | 加碼 |
| Game Creek Capital, LP | 16,000 | $208.5 萬 | 1.38% | −625−3.8% | 減碼 |
| Mission Creek Capital Partners, Inc. | 16,005 | $208.6 萬 | 0.71% | −301−1.8% | 減碼 |
| Wealth Alliance | 16,019 | $208.7 萬 | 0.34% | −5,184−24.4% | 減碼 |
| Royal Harbor Partners, LLC | 16,052 | $209.2 萬 | 1.12% | −2,328−12.7% | 減碼 |
| Spreng Capital Management, Inc. | 16,066 | $209.4 萬 | 1.81% | −874−5.2% | 減碼 |
| Warther Private Wealth, LLC | 16,079 | $209.5 萬 | 1.60% | −1,968−10.9% | 減碼 |
| SkyView Investment Advisors, LLC | 16,105 | $209.9 萬 | 0.49% | −188−1.2% | 減碼 |
| Bontempo Ohly Capital Mgmt LLC | 16,115 | $210.0 萬 | 1.04% | +16,115 | 新進 |
| Insigneo Advisory Services, LLC | 16,252 | $211.4 萬 | 0.67% | −7,566−31.8% | 減碼 |
| First Bank & Trust | 16,255 | $211.8 萬 | 0.56% | −3,887−19.3% | 減碼 |
| West Michigan Advisors, LLC | 16,282 | $212.2 萬 | 1.20% | +4,065+33.3% | 加碼 |
| Imprint Wealth LLC | 15,949 | $212.7 萬 | 1.40% | +15,949 | 新進 |
| Slocum, Gordon & Co LLP | 16,340 | $212.9 萬 | 1.77% | 00.0% | 不變 |
| Hanson & Doremus Investment Management | 16,346 | $213.0 萬 | 0.47% | −5,511−25.2% | 減碼 |
| Eagle Bluffs Wealth Management LLC | 16,371 | $213.3 萬 | 1.75% | +2,285+16.2% | 加碼 |
| Weik Capital Management | 16,380 | $213.4 萬 | 0.98% | −85−0.5% | 減碼 |
| Ironwood Financial, llc | 16,377 | $213.4 萬 | 0.60% | 00.0% | 不變 |
| Ritter Daniher Financial Advisory LLC | 16,383 | $213.5 萬 | 0.94% | −50−0.3% | 減碼 |
| Sentry Investment Management LLC | 16,435 | $214.2 萬 | 0.88% | −5,801−26.1% | 減碼 |
| Alaethes Wealth LLC | 16,484 | $214.8 萬 | 1.26% | +1,157+7.5% | 加碼 |
| GSB Wealth Management, LLC | 16,494 | $214.9 萬 | 0.70% | −1,488−8.3% | 減碼 |
| Goldstone Financial Group, LLC | 16,526 | $215.4 萬 | 0.71% | +16,526 | 新進 |
| 3Chopt Investment Partners, LLC | 16,527 | $215.4 萬 | 1.15% | +1,402+9.3% | 加碼 |
| Abundance Wealth Counselors | 16,532 | $215.4 萬 | 0.54% | −20−0.1% | 減碼 |
| MUFG Securities EMEA plc | 16,544 | $215.6 萬 | 0.04% | +16,544 | 新進 |
| BigSur Wealth Management LLC | 16,561 | $215.8 萬 | 1.01% | +6,490+64.4% | 加碼 |
| Vista Wealth Management Group, LLC | 16,579 | $216.0 萬 | 0.24% | +13,465+432.4% | 加碼 |
| Mather Group, LLC. | 16,634 | $216.8 萬 | 0.04% | −1,505−8.3% | 減碼 |
| Center for Financial Planning, Inc. | 16,656 | $217.0 萬 | 0.50% | −548−3.2% | 減碼 |
| Boltwood Capital Management | 16,661 | $217.1 萬 | 0.81% | +187+1.1% | 加碼 |
| Garrett Investment Advisors LLC | 16,694 | $217.5 萬 | 0.34% | +1,776+11.9% | 加碼 |
| Benin Management CORP | 16,709 | $217.7 萬 | 0.83% | +52+0.3% | 加碼 |
| Institute for Wealth Management, LLC. | 16,747 | $218.2 萬 | 0.42% | +311+1.9% | 加碼 |
| Ethic Inc. | 16,756 | $218.3 萬 | 0.09% | −1,081−6.1% | 減碼 |
| Occidental Asset Management, LLC | 16,763 | $218.4 萬 | 0.54% | +711+4.4% | 加碼 |
| AIA Group Ltd | 16,764 | $218.5 萬 | 0.12% | −9,436−36.0% | 減碼 |
| Lineweaver Wealth Advisors, LLC | 16,775 | $218.7 萬 | 0.67% | +196+1.2% | 加碼 |
| BCGM Wealth Management, LLC | 16,803 | $219.0 萬 | 1.10% | −913−5.2% | 減碼 |
| Kistler-Tiffany Companies, LLC | 16,858 | $219.7 萬 | 0.42% | +294+1.8% | 加碼 |
| Worth Financial Advisory Group, LLC | 16,897 | $220.2 萬 | 2.10% | +583+3.6% | 加碼 |
| Ethos Financial Group, LLC | 16,911 | $220.5 萬 | 0.69% | −291−1.7% | 減碼 |
| Martin & Co Inc | 16,956 | $220.9 萬 | 0.57% | −403−2.3% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 17,025 | $221.8 萬 | 0.37% | +936+5.8% | 加碼 |