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 |
|---|---|---|---|---|---|
| Providence Wealth Advisors, LLC | 15,736 | $222.3 萬 | 1.64% | −300−1.9% | 減碼 |
| Peak Planning Group, LLC | 17,079 | $222.6 萬 | 1.81% | +725+4.4% | 加碼 |
| Arbor Trust Wealth Advisors, LLC | 17,103 | $222.9 萬 | 1.46% | 00.0% | 不變 |
| Bull Street Advisors, LLC | 17,105 | $222.9 萬 | 1.16% | +22+0.1% | 加碼 |
| Financial Architects, Inc | 17,143 | $223.4 萬 | 0.36% | −3,969−18.8% | 減碼 |
| River Street Advisors LLC | 17,164 | $223.7 萬 | 2.20% | +252+1.5% | 加碼 |
| Schwarz Dygos Wheeler Investment Advisors LLC | 17,197 | $224.1 萬 | 0.81% | −34−0.2% | 減碼 |
| Park Place Capital Corp | 17,210 | $224.3 萬 | 0.63% | −4,458−20.6% | 減碼 |
| Beaumont Financial Advisors, LLC | 17,232 | $224.6 萬 | 0.23% | −618−3.5% | 減碼 |
| Raab & Moskowitz Asset Management LLC | 17,238 | $224.6 萬 | 0.82% | +94+0.5% | 加碼 |
| Schonfeld Strategic Advisors LLC | 17,254 | $224.8 萬 | 0.02% | −70,404−80.3% | 減碼 |
| Amplius Wealth Advisors, LLC | 17,332 | $225.9 萬 | 0.32% | +91+0.5% | 加碼 |
| Intrua Financial, LLC | 16,855 | $226.0 萬 | 0.47% | +6,505+62.9% | 加碼 |
| Lederer & Associates Investment Counsel | 17,378 | $226.5 萬 | 1.75% | −240−1.4% | 減碼 |
| Heritage Wealth Advisors | 17,441 | $227.3 萬 | 0.13% | −207−1.2% | 減碼 |
| Financial Planning & Information Services, Inc. | 17,452 | $227.4 萬 | 0.44% | −400−2.2% | 減碼 |
| Moseley Investment Management Inc | 17,467 | $227.6 萬 | 1.48% | +661+3.9% | 加碼 |
| Loudon Investment Management, LLC | 17,539 | $228.6 萬 | 1.58% | 00.0% | 不變 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 17,543 | $228.6 萬 | 1.15% | −310−1.7% | 減碼 |
| LGT Fund Management Co Ltd. | 17,550 | $228.7 萬 | 0.97% | +15,000+588.2% | 加碼 |
| Everhart Financial Group, Inc. | 17,587 | $229.2 萬 | 1.03% | +1,447+9.0% | 加碼 |
| Nicolet Bankshares Inc | 26,291 | $229.9 萬 | 0.75% | +355+1.4% | 加碼 |
| Aries Wealth Management | 17,657 | $230.1 萬 | 0.94% | −9−0.1% | 減碼 |
| Aquatic Capital Management LLC | 17,700 | $230.6 萬 | 0.14% | +17,700 | 新進 |
| Snider Financial Group | 17,714 | $230.8 萬 | 1.23% | +15,876+863.8% | 加碼 |
| Parkside Financial Bank & Trust | 17,797 | $231.9 萬 | 0.62% | +581+3.4% | 加碼 |
| Prudent Man Advisors, LLC | 17,811 | $232.1 萬 | 0.91% | +4,008+29.0% | 加碼 |
| Owen LaRue, LLC | 17,043 | $232.4 萬 | 2.51% | 00.0% | 不變 |
| Cedar Brook Financial Partners, LLC | 17,842 | $232.5 萬 | 0.60% | +448+2.6% | 加碼 |
| Everett Harris & Co | 17,853 | $232.6 萬 | 0.04% | −57−0.3% | 減碼 |
| Gries Financial LLC | 17,911 | $233.4 萬 | 0.69% | −13,761−43.4% | 減碼 |
| Home Federal Bank of Tennessee | 17,931 | $233.7 萬 | 0.87% | −341−1.9% | 減碼 |
| Quadrature Capital Ltd | 17,948 | $233.7 萬 | 0.06% | −6,830−27.6% | 減碼 |
| Pegasus Partners Ltd. | 17,944 | $233.8 萬 | 0.37% | +342+1.9% | 加碼 |
| Smith, Moore & Co. | 17,987 | $234.4 萬 | 0.32% | −92−0.5% | 減碼 |
| Founders Financial Securities LLC | 17,992 | $234.5 萬 | 0.34% | +1,127+6.7% | 加碼 |
| Aull & Monroe Investment Management Corp | 18,016 | $234.8 萬 | 1.20% | −300−1.6% | 減碼 |
| Magnolia Capital Advisors LLC | 18,026 | $234.9 萬 | 1.21% | +724+4.2% | 加碼 |
| WP Advisors, LLC | 18,031 | $235.0 萬 | 0.97% | −624−3.3% | 減碼 |
| Tranquility Partners, LLC | 18,038 | $235.1 萬 | 1.12% | +845+4.9% | 加碼 |
| CX Institutional | 18,072 | $235.3 萬 | 0.13% | +3,394+23.1% | 加碼 |
| Twelve Points Wealth Management LLC | 18,114 | $236.0 萬 | 1.35% | +358+2.0% | 加碼 |
| Krilogy Financial LLC | 18,128 | $236.2 萬 | 0.20% | −386−2.1% | 減碼 |
| Continental Advisors LLC | 18,135 | $236.3 萬 | 2.18% | +3,000+19.8% | 加碼 |
| Guerra Pan Advisors, LLC | 18,218 | $237.4 萬 | 2.98% | −130−0.7% | 減碼 |
| Investment Advisory Services Inc | 18,234 | $237.6 萬 | 1.17% | +395+2.2% | 加碼 |
| PFG Investments, LLC | 18,279 | $238.2 萬 | 0.49% | +18,279 | 新進 |
| Riverview Trust Co | 18,282 | $238.2 萬 | 2.19% | −18−0.1% | 減碼 |
| TCWP LLC | 18,318 | $238.7 萬 | 0.45% | −3,305−15.3% | 減碼 |
| Enterprise Financial Services Corp | 18,365 | $239.3 萬 | 1.56% | −1,914−9.4% | 減碼 |
| Compass Financial Advisors LLC | 18,398 | $239.7 萬 | 3.04% | −82−0.4% | 減碼 |
| MSH Capital Advisors LLC | 18,401 | $239.8 萬 | 1.02% | +390+2.2% | 加碼 |
| Aspen Investment Management Inc | 18,436 | $240.2 萬 | 1.54% | +913+5.2% | 加碼 |
| Coastal Investment Advisors, Inc. | 18,434 | $240.2 萬 | 0.58% | −632−3.3% | 減碼 |
| Court Place Advisors, LLC | 18,465 | $240.6 萬 | 0.87% | −710−3.7% | 減碼 |
| Cito Capital Group, LLC | 18,483 | $240.9 萬 | 1.20% | +242+1.3% | 加碼 |
| 180 Wealth Advisors, LLC | 18,494 | $241.0 萬 | 0.56% | +83+0.5% | 加碼 |
| First Commonwealth Financial Corp | 18,510 | $241.2 萬 | 0.87% | −393−2.1% | 減碼 |
| Eclectic Associates Inc | 18,532 | $241.5 萬 | 1.24% | −345−1.8% | 減碼 |
| Sawgrass Asset Management LLC | 18,533 | $241.5 萬 | 0.31% | −165−0.9% | 減碼 |
| StrongBox Wealth, LLC | 18,559 | $241.8 萬 | 1.62% | +495+2.7% | 加碼 |
| RKL Wealth Management LLC | 18,595 | $242.3 萬 | 0.31% | +15+0.1% | 加碼 |
| HPC Germany GmbH & Co. KG | 18,600 | $242.4 萬 | 3.05% | 00.0% | 不變 |
| First City Capital Management, Inc. | 17,570 | $242.9 萬 | 1.42% | −1,060−5.7% | 減碼 |
| Sage Investment Advisers LLC | 18,648 | $243.0 萬 | 3.25% | −448−2.3% | 減碼 |
| Integrated Investment Consultants, LLC | 18,651 | $243.0 萬 | 0.76% | −147−0.8% | 減碼 |
| Lafayette Investments, Inc. | 18,721 | $243.9 萬 | 0.68% | −13,265−41.5% | 減碼 |
| Nwam LLC | 18,738 | $244.2 萬 | 0.25% | −6,676−26.3% | 減碼 |
| Holderness Investments Co | 18,740 | $244.2 萬 | 0.98% | +131+0.7% | 加碼 |
| Larson Financial Group LLC | 18,752 | $244.4 萬 | 0.27% | −24−0.1% | 減碼 |
| Jmac Enterprises LLC | 18,764 | $244.5 萬 | 0.62% | +4,209+28.9% | 加碼 |
| Intercontinental Wealth Advisors, LLC | 18,765 | $244.5 萬 | 0.62% | +90.0% | 加碼 |
| Wedmont Private Capital | 19,127 | $244.6 萬 | 0.32% | +1,577+9.0% | 加碼 |
| Acropolis Investment Management, LLC | 18,786 | $244.8 萬 | 0.20% | +286+1.5% | 加碼 |
| Gsa Capital Partners LLP | 18,790 | $244.9 萬 | 0.24% | +18,790 | 新進 |
| Trinity Financial Advisors LLC | 18,843 | $245.5 萬 | 1.50% | −1,385−6.8% | 減碼 |
| Field & Main Bank | 18,846 | $245.6 萬 | 1.46% | +236+1.3% | 加碼 |
| New Potomac Partners, LLC | 18,889 | $246.1 萬 | 1.71% | −259−1.4% | 減碼 |
| Bowman & Co S.C. | 18,898 | $246.3 萬 | 1.81% | +1,396+8.0% | 加碼 |
| Miller Investment Management, LP | 18,935 | $246.7 萬 | 0.41% | 00.0% | 不變 |
| Blueprint Investment Partners LLC | 18,945 | $246.9 萬 | 0.56% | −3,425−15.3% | 減碼 |
| White Pine Capital LLC | 18,967 | $247.2 萬 | 0.96% | +243+1.3% | 加碼 |
| Graybill Bartz & Assoc Ltd | 18,980 | $247.3 萬 | 1.26% | −82−0.4% | 減碼 |
| Liberty One Investment Management, LLC | 18,987 | $247.4 萬 | 0.34% | +1,665+9.6% | 加碼 |
| Key Financial Inc | 18,994 | $247.5 萬 | 0.90% | −470−2.4% | 減碼 |
| Affinity Wealth Management LLC | 19,014 | $247.8 萬 | 0.58% | +885+4.9% | 加碼 |
| St. Louis Trust Co | 19,040 | $248.1 萬 | 0.50% | 00.0% | 不變 |
| Pine Valley Investments Ltd Liability Co | 24,769 | $249.1 萬 | 0.38% | +24,769 | 新進 |
| Sawyer & Company, Inc | 19,517 | $249.6 萬 | 1.34% | −204−1.0% | 減碼 |
| Tandem Capital Management Corp | 19,200 | $250.2 萬 | 1.76% | −232−1.2% | 減碼 |
| Condor Capital Management | 19,227 | $250.5 萬 | 0.31% | −365−1.9% | 減碼 |
| Signature Wealth Management Partners, LLC | 19,259 | $251.0 萬 | 2.33% | −2,136−10.0% | 減碼 |
| Harvey Investment Co LLC | 19,266 | $251.1 萬 | 0.31% | −180−0.9% | 減碼 |
| Corrado Advisors, LLC | 19,270 | $251.1 萬 | 1.67% | +54+0.3% | 加碼 |
| Zullo Investment Group, Inc. | 19,270 | $251.1 萬 | 1.56% | +609+3.3% | 加碼 |
| Glen Eagle Advisors, LLC | 19,278 | $251.2 萬 | 0.63% | −2,470−11.4% | 減碼 |
| Jackson Hole Capital Partners, LLC | 19,280 | $251.2 萬 | 0.66% | +8,127+72.9% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 19,302 | $251.5 萬 | 0.19% | +581+3.1% | 加碼 |
| Bremer Bank National Association | 19,314 | $251.7 萬 | 0.49% | −583−2.9% | 減碼 |
| Huber Capital Management LLC | 19,372 | $252.4 萬 | 0.62% | −13,511−41.1% | 減碼 |