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 |
|---|---|---|---|---|---|
| Guardian Investment Management | 16,854 | $252.5 萬 | 1.94% | −5,605−25.0% | 減碼 |
| DeDora Capital, Inc. | 19,379 | $252.5 萬 | 1.08% | −87−0.4% | 減碼 |
| Simon Quick Advisors, LLC | 19,414 | $253.0 萬 | 0.27% | +4,464+29.9% | 加碼 |
| Sculati Wealth Management, LLC | 19,415 | $253.0 萬 | 1.34% | +1,446+8.0% | 加碼 |
| Oak Harbor Wealth Partners, LLC | 19,430 | $253.2 萬 | 0.92% | −513−2.6% | 減碼 |
| Tiemann Investment Advisors, LLC | 19,449 | $253.4 萬 | 1.39% | −1,125−5.5% | 減碼 |
| Agate Pass Investment Management, LLC | 19,469 | $253.7 萬 | 1.66% | +650+3.5% | 加碼 |
| Perpetual Ltd | 19,471 | $253.7 萬 | 0.02% | +19,471 | 新進 |
| Peoples Financial Services Corp. | 19,497 | $254.1 萬 | 1.19% | +170+0.9% | 加碼 |
| Pacifica Partners Inc. | 20,029 | $254.3 萬 | 1.53% | −1,201−5.7% | 減碼 |
| Mine & Arao Wealth Creation & Management, LLC. | 19,522 | $254.4 萬 | 1.63% | +736+3.9% | 加碼 |
| Chesapeake Asset Management LLC | 19,533 | $254.5 萬 | 2.33% | +19,533 | 新進 |
| Oak Asset Management, LLC | 19,580 | $255.1 萬 | 1.10% | −124−0.6% | 減碼 |
| Greytown Advisors Inc. | 19,614 | $255.6 萬 | 1.32% | −2,386−10.8% | 減碼 |
| Canton Hathaway, LLC | 19,639 | $255.9 萬 | 0.87% | −685−3.4% | 減碼 |
| Cobalt Capital Management, Inc. | 19,638 | $255.9 萬 | 0.93% | +19,638 | 新進 |
| First United Bank Trust | 19,719 | $256.9 萬 | 1.21% | −50−0.3% | 減碼 |
| Register Financial Advisors LLC | 19,742 | $257.3 萬 | 2.02% | +2,428+14.0% | 加碼 |
| Pinkerton Retirement Specialists, LLC | 19,750 | $257.4 萬 | 0.48% | +378+2.0% | 加碼 |
| C2C Wealth Management, LLC | 20,025 | $257.4 萬 | 0.42% | −130−0.6% | 減碼 |
| WMS Partners, LLC | 19,764 | $257.5 萬 | 0.23% | −3,228−14.0% | 減碼 |
| Eads & Heald Wealth Management | 19,819 | $258.3 萬 | 1.28% | −201−1.0% | 減碼 |
| Archford Capital Strategies, LLC | 20,279 | $258.8 萬 | 0.54% | +2,915+16.8% | 加碼 |
| Archer Investment Corp | 19,916 | $259.6 萬 | 0.96% | −195−1.0% | 減碼 |
| O'Dell Group, LLC | 19,991 | $260.5 萬 | 0.84% | −567−2.8% | 減碼 |
| Maltese Capital Management LLC | 20,000 | $260.6 萬 | 0.98% | +20,000 | 新進 |
| Keebeck Wealth Management, LLC | 20,001 | $260.6 萬 | 0.42% | +42+0.2% | 加碼 |
| Van Cleef Asset Management,Inc | 20,030 | $261.0 萬 | 0.41% | −254−1.3% | 減碼 |
| Mendel Money Management | 20,044 | $261.2 萬 | 1.41% | −667−3.2% | 減碼 |
| Sugarloaf Wealth Management, LLC | 20,106 | $262.0 萬 | 0.64% | +510+2.6% | 加碼 |
| Dumont & Blake Investment Advisors LLC | 20,114 | $262.1 萬 | 0.89% | −150−0.7% | 減碼 |
| BBR Partners, LLC | 20,114 | $262.1 萬 | 0.30% | +317+1.6% | 加碼 |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $262.2 萬 | 2.46% | 00.0% | 不變 |
| Marathon Capital Management | 20,202 | $263.3 萬 | 0.65% | +16,482+443.1% | 加碼 |
| Bedell Frazier Investment Counseling, LLC | 20,216 | $263.4 萬 | 0.77% | −535−2.6% | 減碼 |
| Valley Brook Capital Group | 20,222 | $263.5 萬 | 2.43% | +656+3.4% | 加碼 |
| Certified Advisory Corp | 20,235 | $263.7 萬 | 0.47% | +47+0.2% | 加碼 |
| Titleist Asset Management, LLC | 20,244 | $263.8 萬 | 0.56% | +20,244 | 新進 |
| VisionPoint Advisory Group, LLC | 19,681 | $264.0 萬 | 1.16% | +3,195+19.4% | 加碼 |
| Transatlantique Private Wealth LLC | 20,300 | $264.5 萬 | 1.46% | +6,209+44.1% | 加碼 |
| Jefferies Financial Group Inc. | 20,305 | $264.6 萬 | 0.06% | −133,862−86.8% | 減碼 |
| Secure Asset Management, LLC | 20,332 | $264.9 萬 | 0.88% | −7,524−27.0% | 減碼 |
| Cobblestone Capital Advisors LLC | 20,358 | $265.3 萬 | 0.20% | −1,325−6.1% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 20,406 | $265.9 萬 | 0.54% | +4,134+25.4% | 加碼 |
| Trifecta Capital Advisors, LLC | 20,424 | $266.1 萬 | 0.94% | +982+5.1% | 加碼 |
| Columbia Trust Co 01012016 | 20,430 | $266.2 萬 | 1.54% | −2,062−9.2% | 減碼 |
| Forza Wealth Management, LLC | 20,454 | $266.5 萬 | 1.37% | +3,656+21.8% | 加碼 |
| Resurgent Financial Advisors LLC | 20,477 | $266.8 萬 | 1.79% | −2,461−10.7% | 減碼 |
| Prosperity Consulting Group, LLC | 20,479 | $266.9 萬 | 1.69% | −342−1.6% | 減碼 |
| Platte River Wealth Advisors, LLC | 20,517 | $267.4 萬 | 1.03% | +300+1.5% | 加碼 |
| Aj Wealth Strategies, LLC | 20,548 | $267.8 萬 | 0.14% | −44,809−68.6% | 減碼 |
| Regal Investment Advisors LLC | 20,550 | $267.8 萬 | 0.24% | −7,478−26.7% | 減碼 |
| Benjamin Edwards Inc | 20,559 | $267.9 萬 | 0.65% | +2,518+14.0% | 加碼 |
| MCF Advisors LLC | 20,566 | $268.0 萬 | 0.25% | −661−3.1% | 減碼 |
| Northstar Asset Management LLC | 20,603 | $268.5 萬 | 0.79% | −390−1.9% | 減碼 |
| WealthPlan Investment Management, LLC | 20,608 | $268.5 萬 | 0.46% | −28,713−58.2% | 減碼 |
| CNB Bank | 20,638 | $268.9 萬 | 1.64% | +61+0.3% | 加碼 |
| O'Rourke & Company, Inc | 20,674 | $269.4 萬 | 2.05% | +155+0.8% | 加碼 |
| First PREMIER Bank | 20,746 | $270.3 萬 | 0.79% | +15+0.1% | 加碼 |
| Landmark Financial Advisors, LLC | 20,774 | $270.7 萬 | 1.19% | −845−3.9% | 減碼 |
| Beck Capital Management, LLC | 20,776 | $270.7 萬 | 1.15% | +20,776 | 新進 |
| Regatta Capital Group, LLC | 20,248 | $271.5 萬 | 0.97% | 00.0% | 不變 |
| Ledge Wealth Management, Inc. | 20,890 | $272.2 萬 | 1.29% | +194+0.9% | 加碼 |
| Royal Capital Wealth Management, LLC | 20,900 | $272.3 萬 | 2.74% | +734+3.6% | 加碼 |
| Investment Partners, Ltd. | 20,900 | $272.3 萬 | 1.43% | +87+0.4% | 加碼 |
| Ameliora Wealth Management Ltd. | 20,903 | $272.4 萬 | 1.59% | −9,534−31.3% | 減碼 |
| Massachusetts Wealth Management | 20,925 | $272.7 萬 | 2.81% | −1,150−5.2% | 減碼 |
| Bank of Stockton | 20,931 | $272.8 萬 | 0.95% | −3,828−15.5% | 減碼 |
| Knott David M Jr | 20,985 | $273.5 萬 | 1.15% | +600+2.9% | 加碼 |
| Abacus Planning Group, Inc. | 20,992 | $273.5 萬 | 0.70% | +30.0% | 加碼 |
| Spirit of America Management Corp | 20,992 | $273.5 萬 | 0.61% | 00.0% | 不變 |
| Convergence Investment Partners, LLC | 21,069 | $274.6 萬 | 1.62% | +1,049+5.2% | 加碼 |
| Manhattan West Asset Management, LLC | 21,118 | $275.2 萬 | 1.20% | −2,232−9.6% | 減碼 |
| Mattern Wealth Management LLC | 21,222 | $276.5 萬 | 0.92% | +3,780+21.7% | 加碼 |
| Bradley Mark J. | 21,225 | $276.6 萬 | 2.01% | +4,533+27.2% | 加碼 |
| AlphaCore Capital LLC | 21,225 | $276.6 萬 | 0.73% | +8,214+63.1% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 21,229 | $276.6 萬 | 0.24% | +2,254+11.9% | 加碼 |
| Midwest Professional Planners, LTD. | 21,266 | $277.1 萬 | 1.36% | +4,293+25.3% | 加碼 |
| Townsend & Associates, Inc | 20,066 | $277.4 萬 | 1.11% | +1,937+10.7% | 加碼 |
| VeraBank, N.A. | 21,364 | $278.4 萬 | 1.30% | −1,129−5.0% | 減碼 |
| Edgewood Management LLC | 21,464 | $279.7 萬 | 0.01% | 00.0% | 不變 |
| Legato Capital Management LLC | 21,465 | $279.7 萬 | 0.51% | 00.0% | 不變 |
| Karpas Strategies, LLC | 21,466 | $279.7 萬 | 0.99% | −142−0.7% | 減碼 |
| Delta Financial Group, Inc. | 21,490 | $280.0 萬 | 1.10% | +47+0.2% | 加碼 |
| Phoenix Wealth Advisors | 21,511 | $280.3 萬 | 1.74% | −1,127−5.0% | 減碼 |
| Cassaday & Co Wealth Management LLC | 21,604 | $281.5 萬 | 0.12% | −690−3.1% | 減碼 |
| L & S Advisors Inc | 21,614 | $281.7 萬 | 0.39% | +4,075+23.2% | 加碼 |
| X-Square Capital, LLC | 21,677 | $282.5 萬 | 1.67% | −1,766−7.5% | 減碼 |
| Sargent Investment Group, LLC | 21,765 | $283.3 萬 | 0.75% | −1,595−6.8% | 減碼 |
| Coastline Trust Co | 21,759 | $283.5 萬 | 0.42% | +167+0.8% | 加碼 |
| Intellectus Partners, LLC | 21,765 | $283.6 萬 | 0.90% | +203+0.9% | 加碼 |
| Cornerstone Wealth Management, LLC | 21,784 | $283.9 萬 | 0.28% | +21,784 | 新進 |
| SOA Wealth Advisors, LLC. | 21,824 | $284.4 萬 | 0.70% | −31−0.1% | 減碼 |
| Intrepid Financial Planning Group LLC | 22,031 | $287.1 萬 | 1.45% | −40−0.2% | 減碼 |
| Modera Wealth Management, LLC | 22,064 | $287.5 萬 | 0.11% | +570+2.7% | 加碼 |
| West Oak Capital, LLC | 22,072 | $287.6 萬 | 1.46% | −675−3.0% | 減碼 |
| Rowland & Co Investment Counsel | 22,086 | $287.8 萬 | 0.70% | 00.0% | 不變 |
| Outfitter Financial LLC | 22,088 | $287.8 萬 | 2.59% | −55−0.2% | 減碼 |
| Cohen Investment Advisors LLC | 22,094 | $287.9 萬 | 2.28% | −36−0.2% | 減碼 |
| Fidelis Capital Partners, LLC | 21,082 | $288.3 萬 | 1.23% | +12,752+153.1% | 加碼 |