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 |
|---|---|---|---|---|---|
| Heartland Bank & Trust Co | 22,152 | $288.7 萬 | 2.18% | +3,703+20.1% | 加碼 |
| Great Lakes Retirement, Inc. | 22,168 | $288.9 萬 | 0.54% | +12,774+136.0% | 加碼 |
| Seascape Capital Management | 22,249 | $289.9 萬 | 1.48% | +1,350+6.5% | 加碼 |
| Crescent Sterling, Ltd. | 22,258 | $290.0 萬 | 2.82% | +1,591+7.7% | 加碼 |
| NVWM, LLC | 22,261 | $290.1 萬 | 0.97% | −116−0.5% | 減碼 |
| Studio Investment Management LLC | 22,291 | $290.5 萬 | 0.88% | −814−3.5% | 減碼 |
| Clear Creek Financial Management, LLC | 22,302 | $290.6 萬 | 0.55% | +10.0% | 加碼 |
| Accurate Wealth Management, LLC | 22,868 | $292.5 萬 | 1.01% | +1,324+6.1% | 加碼 |
| Founders Financial Alliance, LLC | 22,030 | $292.6 萬 | 1.46% | −3,575−14.0% | 減碼 |
| Leisure Capital Management | 22,495 | $293.1 萬 | 1.68% | +188+0.8% | 加碼 |
| Credit Capital Investments LLC | 22,500 | $293.2 萬 | 3.80% | 00.0% | 不變 |
| HNP Capital LLC | 22,515 | $293.4 萬 | 0.82% | −385−1.7% | 減碼 |
| Mayflower Financial Advisors, LLC | 22,524 | $293.5 萬 | 0.39% | +715+3.3% | 加碼 |
| HCR Wealth Advisors | 22,540 | $293.7 萬 | 0.58% | −386−1.7% | 減碼 |
| Essex Savings Bank | 22,578 | $294.2 萬 | 1.03% | −335−1.5% | 減碼 |
| Poehling Capital Management, LLC | 22,591 | $294.4 萬 | 0.99% | −70.0% | 減碼 |
| NCM Capital Management, LLC | 22,591 | $294.4 萬 | 2.20% | +12+0.1% | 加碼 |
| Union Heritage Capital, LLC | 22,600 | $294.5 萬 | 1.79% | 00.0% | 不變 |
| Gilder Gagnon Howe & Co LLC | 22,601 | $294.5 萬 | 0.05% | +6,745+42.5% | 加碼 |
| Evermay Wealth Management LLC | 22,623 | $294.8 萬 | 0.59% | −756−3.2% | 減碼 |
| Advisors Management Group Inc | 22,623 | $294.8 萬 | 0.94% | +1,007+4.7% | 加碼 |
| Beaton Management Co. Inc. | 22,692 | $295.7 萬 | 2.00% | +250+1.1% | 加碼 |
| Guardian Wealth Advisors, LLC | 22,725 | $296.1 萬 | 0.52% | +1,588+7.5% | 加碼 |
| Beech Hill Advisors, Inc. | 22,815 | $297.3 萬 | 1.50% | +2,504+12.3% | 加碼 |
| Gables Capital Management Inc. | 22,837 | $297.6 萬 | 2.08% | +41+0.2% | 加碼 |
| Blue Edge Capital, LLC | 22,866 | $298.0 萬 | 0.64% | +6,373+38.6% | 加碼 |
| Octavia Wealth Advisors, LLC | 22,870 | $298.0 萬 | 0.67% | +319+1.4% | 加碼 |
| Sycomore Asset Management | 23,257 | $298.8 萬 | 0.86% | +1,786+8.3% | 加碼 |
| WD Rutherford LLC | 22,930 | $298.8 萬 | 2.11% | +285+1.3% | 加碼 |
| GM Advisory Group, Inc. | 22,945 | $299.0 萬 | 0.27% | −8,170−26.3% | 減碼 |
| Elgethun Capital Management | 22,823 | $299.7 萬 | 0.95% | −1,498−6.2% | 減碼 |
| JT Stratford LLC | 23,013 | $299.9 萬 | 0.86% | −3,999−14.8% | 減碼 |
| Northcape Wealth Management, LLC | 23,033 | $300.1 萬 | 1.09% | +4,713+25.7% | 加碼 |
| Norway Savings Bank | 23,063 | $300.5 萬 | 1.51% | +34+0.1% | 加碼 |
| TCG Advisory Services, LLC | 23,099 | $301.0 萬 | 0.63% | +1,901+9.0% | 加碼 |
| Wunderlich Capital Managemnt | 23,120 | $301.3 萬 | 1.57% | +243+1.1% | 加碼 |
| Nichols & Pratt Advisers LLP | 23,166 | $301.9 萬 | 0.23% | −300−1.3% | 減碼 |
| Tiedemann Advisors, LLC | 23,202 | $302.4 萬 | 0.14% | +796+3.6% | 加碼 |
| WCG Wealth Advisors LLC | 23,238 | $302.8 萬 | 0.39% | +1,622+7.5% | 加碼 |
| Ironwood Investment Counsel, LLC | 23,259 | $303.1 萬 | 0.72% | +1,433+6.6% | 加碼 |
| FLC Capital Advisors | 23,304 | $303.7 萬 | 0.93% | −50−0.2% | 減碼 |
| RB Capital Management, LLC | 23,324 | $303.9 萬 | 0.99% | +979+4.4% | 加碼 |
| Ategra Capital Management, LLC | 23,398 | $304.9 萬 | 1.70% | +512+2.2% | 加碼 |
| Pavion Blue Capital, LLC | 23,419 | $305.2 萬 | 1.88% | −377−1.6% | 減碼 |
| Banco de Sabadell, S.A | 23,430 | $305.4 萬 | 2.55% | −1,174−4.8% | 減碼 |
| KCS Wealth Advisory | 23,455 | $305.6 萬 | 1.16% | −104−0.4% | 減碼 |
| Quadrant Private Wealth Management, LLC | 23,467 | $305.8 萬 | 0.95% | +63+0.3% | 加碼 |
| Signet Investment Advisory Group, Inc. | 23,491 | $306.1 萬 | 2.11% | −4,940−17.4% | 減碼 |
| Weitz Investment Management, Inc.大師韋茲投資管理 | 23,500 | $306.2 萬 | 0.18% | +3,500+17.5% | 加碼 |
| Adirondack Trust Co | 23,528 | $306.6 萬 | 1.55% | +640+2.8% | 加碼 |
| Indiana Trust & Investment Management CO | 23,604 | $307.6 萬 | 1.67% | +775+3.4% | 加碼 |
| Red Cedar Investment Management, LLC | 23,614 | $307.7 萬 | 0.48% | +7,811+49.4% | 加碼 |
| Winning Points Advisors, LLC | 23,623 | $307.8 萬 | 3.71% | 00.0% | 不變 |
| River & Mercantile Asset Management LLP | 23,650 | $308.1 萬 | 0.63% | −780−3.2% | 減碼 |
| Wealthsource Partners, LLC | 23,789 | $310.0 萬 | 0.21% | −1,105−4.4% | 減碼 |
| Altfest L J & Co Inc | 23,803 | $310.2 萬 | 0.49% | +311+1.3% | 加碼 |
| Compton Wealth Advisory Group, LLC | 23,855 | $310.9 萬 | 1.07% | −1,076−4.3% | 減碼 |
| Financial Advocates Investment Management | 23,947 | $312.1 萬 | 0.24% | +1,184+5.2% | 加碼 |
| Winch Advisory Services, LLC | 23,958 | $312.2 萬 | 1.21% | +161+0.7% | 加碼 |
| Dudley Capital Management, LLC | 24,009 | $312.9 萬 | 2.20% | −100.0% | 減碼 |
| Charles Schwab Trust Co | 24,023 | $313.0 萬 | 0.38% | −2,640−9.9% | 減碼 |
| Vectors Research Management, LLC | 24,056 | $313.5 萬 | 0.81% | −233−1.0% | 減碼 |
| Vise Technologies, Inc. | 24,071 | $313.7 萬 | 0.83% | +3,871+19.2% | 加碼 |
| ICA Group Wealth Management, LLC | 24,101 | $314.1 萬 | 0.75% | +322+1.4% | 加碼 |
| Harbor Advisors LLC | 24,148 | $314.7 萬 | 0.74% | −2,000−7.6% | 減碼 |
| Curbstone Financial Management Corp | 24,198 | $315.3 萬 | 0.77% | −100−0.4% | 減碼 |
| Grove Bank & Trust | 24,200 | $315.4 萬 | 0.67% | −3,199−11.7% | 減碼 |
| Argus Investors' Counsel, Inc. | 24,264 | $316.2 萬 | 2.40% | −20−0.1% | 減碼 |
| Atlas Private Wealth Management | 24,272 | $316.3 萬 | 1.90% | +967+4.1% | 加碼 |
| Financial Advisory Partners, LLC | 24,427 | $318.3 萬 | 1.26% | −515−2.1% | 減碼 |
| Financial Advisory Service, Inc. | 24,433 | $318.4 萬 | 0.35% | −171−0.7% | 減碼 |
| TrinityPoint Wealth, LLC | 24,457 | $318.7 萬 | 0.68% | −132−0.5% | 減碼 |
| Hudson Value Partners, LLC | 24,463 | $318.8 萬 | 1.81% | +530+2.2% | 加碼 |
| Sweeney & Michel, LLC | 22,924 | $319.4 萬 | 1.70% | +22,924 | 新進 |
| Modus Advisors, LLC | 24,527 | $319.6 萬 | 1.47% | +181+0.7% | 加碼 |
| Addison Capital Co | 24,548 | $319.9 萬 | 2.41% | −6,435−20.8% | 減碼 |
| Rehmann Capital Advisory Group | 24,577 | $320.3 萬 | 0.30% | +502+2.1% | 加碼 |
| Roanoke Asset Management Corp | 24,590 | $320.4 萬 | 1.37% | +70.0% | 加碼 |
| SWS Partners | 24,632 | $321.0 萬 | 1.19% | +400+1.7% | 加碼 |
| Stoneridge Investment Partners LLC | 24,631 | $321.0 萬 | 1.70% | −35,414−59.0% | 減碼 |
| Continuum Advisory, LLC | 50,987 | $321.1 萬 | 0.54% | −439−0.9% | 減碼 |
| Trustmark National Bank Trust Department | 24,693 | $321.8 萬 | 0.29% | −1,756−6.6% | 減碼 |
| Mystic Asset Management, Inc. | 24,696 | $321.8 萬 | 1.78% | −324−1.3% | 減碼 |
| Evoke Wealth, LLC | 24,766 | $322.7 萬 | 0.12% | −764−3.0% | 減碼 |
| Newman Dignan & Sheerar, Inc. | 24,769 | $322.8 萬 | 1.04% | −120.0% | 減碼 |
| SeaBridge Investment Advisors LLC | 24,775 | $322.8 萬 | 1.13% | −1,514−5.8% | 減碼 |
| S&CO Inc | 24,799 | $323.1 萬 | 0.27% | 00.0% | 不變 |
| Gradient Capital Advisors, LLC | 24,809 | $323.3 萬 | 1.37% | −276−1.1% | 減碼 |
| Farmers & Merchants Trust Co of Chambersburg PA | 24,816 | $323.4 萬 | 2.15% | +464+1.9% | 加碼 |
| Armor Investment Advisors, LLC | 24,839 | $323.7 萬 | 1.85% | +76+0.3% | 加碼 |
| RMR Wealth Builders | 24,878 | $324.2 萬 | 0.62% | +35+0.1% | 加碼 |
| Papp L Roy & Associates | 24,895 | $324.4 萬 | 0.44% | 00.0% | 不變 |
| Balentine LLC | 24,922 | $324.8 萬 | 0.11% | −2,212−8.2% | 減碼 |
| Connolly Sarah T. | 24,992 | $325.7 萬 | 2.07% | −1,170−4.5% | 減碼 |
| Eos Management, L.P. | 25,000 | $325.8 萬 | 1.71% | 00.0% | 不變 |
| Ninety One SA (PTY) Ltd | 25,132 | $326.3 萬 | 0.83% | −15,280−37.8% | 減碼 |
| Cordatus Wealth Management LLC | 25,041 | $326.3 萬 | 4.16% | +35+0.1% | 加碼 |
| Triasima Portfolio Management inc. | 25,045 | $326.4 萬 | 0.27% | +3,305+15.2% | 加碼 |
| Greenfield Savings Bank | 25,047 | $326.4 萬 | 2.12% | −219−0.9% | 減碼 |
| Investment Research & Advisory Group, Inc. | 25,053 | $326.5 萬 | 2.11% | +780+3.2% | 加碼 |