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 |
|---|---|---|---|---|---|
| Leith Wheeler Investment Counsel Ltd. | 46,016 | $326.5 萬 | 0.48% | +22,572+96.3% | 加碼 |
| Liberty Capital Management, Inc. | 25,124 | $327.4 萬 | 1.08% | +18+0.1% | 加碼 |
| Kovack Advisors, Inc. | 25,152 | $327.8 萬 | 0.45% | −291−1.1% | 減碼 |
| EverSource Wealth Advisors, LLC | 25,167 | $328.0 萬 | 0.41% | −1,417−5.3% | 減碼 |
| Golden State Equity Partners | 25,220 | $328.6 萬 | 1.78% | +25,220 | 新進 |
| Uncommon Cents Investing LLC | 25,250 | $329.0 萬 | 1.20% | +225+0.9% | 加碼 |
| Platform Technology Partners | 25,286 | $329.5 萬 | 1.63% | +23+0.1% | 加碼 |
| Interval Partners, LP | 25,316 | $329.9 萬 | 0.19% | −19,890−44.0% | 減碼 |
| Proquility Private Wealth Partners, LLC | 25,344 | $330.3 萬 | 1.31% | +3,072+13.8% | 加碼 |
| LJI Wealth Management, LLC | 25,393 | $330.9 萬 | 1.05% | +200+0.8% | 加碼 |
| Blue Fin Capital, Inc. | 24,696 | $331.3 萬 | 1.07% | +54+0.2% | 加碼 |
| KLCM Advisors, Inc. | 25,430 | $331.4 萬 | 0.66% | +10,591+71.4% | 加碼 |
| Resources Management Corp | 37,782 | $331.9 萬 | 0.66% | −104,000−73.4% | 減碼 |
| Mount Vernon Associates Inc | 25,552 | $333.0 萬 | 3.94% | −550−2.1% | 減碼 |
| Sterling Investment Advisors, Ltd. | 25,573 | $333.2 萬 | 1.12% | −524−2.0% | 減碼 |
| RDA Financial Network | 25,659 | $334.4 萬 | 1.53% | +347+1.4% | 加碼 |
| Am Investment Strategies LLC | 25,673 | $334.5 萬 | 1.14% | −20.0% | 減碼 |
| Nicholas Investment Partners, LP | 25,723 | $335.2 萬 | 0.25% | +25,723 | 新進 |
| Shoker Investment Counsel, Inc. | 25,731 | $335.3 萬 | 1.46% | 00.0% | 不變 |
| Mechanics Financial Corp | 25,758 | $335.7 萬 | 1.95% | +1,500+6.2% | 加碼 |
| YHB Investment Advisors, Inc. | 25,858 | $337.0 萬 | 0.34% | +3,508+15.7% | 加碼 |
| Little House Capital LLC | 25,921 | $337.8 萬 | 1.59% | +5,294+25.7% | 加碼 |
| Scott & Selber, Inc. | 25,963 | $338.3 萬 | 1.44% | +32+0.1% | 加碼 |
| Mission Wealth Management, LP | 25,980 | $338.5 萬 | 0.14% | −493−1.9% | 減碼 |
| High Note Wealth, LLC | 26,146 | $340.7 萬 | 1.40% | −38−0.1% | 減碼 |
| Calamos Wealth Management LLC | 26,213 | $341.6 萬 | 0.27% | −1,388−5.0% | 減碼 |
| Aspiriant, LLC | 26,266 | $342.3 萬 | 0.18% | +54+0.2% | 加碼 |
| Atlas Brown,Inc. | 26,297 | $342.7 萬 | 1.58% | +173+0.7% | 加碼 |
| Lee Danner & Bass Inc | 26,322 | $343.0 萬 | 0.32% | −505−1.9% | 減碼 |
| IFG Advisory, LLC | 26,323 | $343.0 萬 | 0.32% | +2,613+11.0% | 加碼 |
| Proequities, Inc. | 26,383 | $343.8 萬 | 0.27% | +791+3.1% | 加碼 |
| CFM Wealth Partners LLC | 26,396 | $344.0 萬 | 0.95% | +378+1.5% | 加碼 |
| Lincoln Capital Corp | 26,476 | $345.0 萬 | 2.00% | −14,562−35.5% | 減碼 |
| Clarity Wealth Advisors, LLC | 26,478 | $345.0 萬 | 1.76% | +1,149+4.5% | 加碼 |
| K.J. Harrison & Partners Inc | 27,531 | $345.7 萬 | 0.70% | +1,000+3.8% | 加碼 |
| Trustco Bank Corp N Y | 26,544 | $345.9 萬 | 3.80% | −810−3.0% | 減碼 |
| Capital Investment Advisory Services, LLC | 26,667 | $347.5 萬 | 0.41% | −6,990−20.8% | 減碼 |
| Montchanin Asset Management, LLC | 26,667 | $347.5 萬 | 4.40% | −1,264−4.5% | 減碼 |
| Alta Capital Management LLC | 26,737 | $348.4 萬 | 0.26% | +560+2.1% | 加碼 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 27,086 | $348.7 萬 | 0.80% | −23,351−46.3% | 減碼 |
| BFSG, LLC | 26,850 | $349.9 萬 | 0.65% | +390+1.5% | 加碼 |
| Hudson Capital Management LLC | 26,913 | $350.7 萬 | 1.39% | 00.0% | 不變 |
| Blume Capital Management, Inc. | 26,962 | $351.3 萬 | 1.12% | −7,465−21.7% | 減碼 |
| Transamerica Financial Advisors, Inc. | 27,020 | $352.1 萬 | 0.47% | +131+0.5% | 加碼 |
| HRT Financial LP | 27,140 | $353.6 萬 | 0.04% | +27,140 | 新進 |
| Altrius Capital Management Inc | 27,159 | $353.9 萬 | 1.08% | +193+0.7% | 加碼 |
| Emfo, LLC | 27,238 | $354.9 萬 | 3.36% | +4,610+20.4% | 加碼 |
| SkyOak Wealth, LLC | 27,297 | $355.7 萬 | 1.09% | −111−0.4% | 減碼 |
| Arlington Financial Advisors, LLC | 27,333 | $356.2 萬 | 1.37% | −458−1.6% | 減碼 |
| Scissortail Wealth Management, LLC | 27,343 | $356.3 萬 | 3.21% | −34,347−55.7% | 減碼 |
| Beta Wealth Group, Inc. | 27,355 | $356.5 萬 | 2.04% | +27,355 | 新進 |
| Enterprise Bank & Trust Co | 27,365 | $356.6 萬 | 1.54% | +931+3.5% | 加碼 |
| Independence Bank of Kentucky | 27,368 | $356.6 萬 | 1.55% | −268−1.0% | 減碼 |
| Rosenblum Silverman Sutton S F Inc | 27,425 | $357.4 萬 | 1.30% | −503−1.8% | 減碼 |
| Smithfield Trust Co | 27,443 | $358.0 萬 | 0.23% | −805−2.8% | 減碼 |
| Hayek Kallen Investment Management | 27,473 | $358.0 萬 | 1.62% | +214+0.8% | 加碼 |
| Signature Wealth Management Group | 27,485 | $358.2 萬 | 1.70% | +257+0.9% | 加碼 |
| Valmark Advisers, Inc. | 27,511 | $358.5 萬 | 0.08% | +1,266+4.8% | 加碼 |
| IMA Wealth, Inc. | 27,541 | $358.9 萬 | 0.93% | +3,362+13.9% | 加碼 |
| Goodwin Daniel L | 27,550 | $359.0 萬 | 1.81% | −1,000−3.5% | 減碼 |
| Icon Advisers Inc | 27,587 | $359.5 萬 | 0.91% | 00.0% | 不變 |
| Malaga Cove Capital, LLC | 27,595 | $359.6 萬 | 1.78% | −120.0% | 減碼 |
| Act Two Investors LLC | 27,626 | $360.0 萬 | 1.44% | 00.0% | 不變 |
| Vaughan Nelson Investment Management, L.P. | 27,665 | $360.5 萬 | 0.04% | −5,130−15.6% | 減碼 |
| Consolidated Investment Group LLC | 27,692 | $360.8 萬 | 0.70% | 00.0% | 不變 |
| Old Port Advisors | 28,088 | $361.0 萬 | 1.30% | −145−0.5% | 減碼 |
| Sunbelt Securities, Inc. | 28,087 | $361.6 萬 | 0.58% | +2,430+9.5% | 加碼 |
| Cornercap Investment Counsel Inc | 27,756 | $361.7 萬 | 0.64% | +16+0.1% | 加碼 |
| Account Management LLC | 27,790 | $362.1 萬 | 4.63% | 00.0% | 不變 |
| Hollencrest Capital Management | 27,844 | $362.8 萬 | 0.39% | +11,004+65.3% | 加碼 |
| Hall Capital Management Co Inc | 27,877 | $363.3 萬 | 2.15% | +1,516+5.8% | 加碼 |
| Mountain Pacific Investment Advisers Inc | 27,879 | $363.3 萬 | 0.26% | −257−0.9% | 減碼 |
| Marino, Stram & Associates LLC | 27,880 | $363.3 萬 | 1.10% | +347+1.3% | 加碼 |
| Doliver Advisors, LP | 27,934 | $364.0 萬 | 1.14% | +510+1.9% | 加碼 |
| StrategIQ Financial Group, LLC | 28,073 | $365.8 萬 | 0.42% | +117+0.4% | 加碼 |
| Delta Capital Management LLC | 28,180 | $367.2 萬 | 2.58% | −100−0.4% | 減碼 |
| Montecito Bank & Trust | 28,194 | $367.4 萬 | 0.88% | −910−3.1% | 減碼 |
| Summit Financial, LLC | 28,232 | $367.9 萬 | 0.32% | +378+1.4% | 加碼 |
| United Bank | 28,279 | $368.5 萬 | 2.16% | +240+0.9% | 加碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 28,287 | $368.6 萬 | 2.09% | +1,420+5.3% | 加碼 |
| First Business Financial Services, Inc. | 28,288 | $368.6 萬 | 0.46% | +692+2.5% | 加碼 |
| J. W. Coons Advisors, LLC | 28,291 | $368.7 萬 | 1.06% | −115−0.4% | 減碼 |
| Athena Investment Management | 28,401 | $370.1 萬 | 2.66% | +154+0.5% | 加碼 |
| McKinley Carter Wealth Services, Inc. | 28,413 | $370.2 萬 | 0.29% | +1,296+4.8% | 加碼 |
| Peddock Capital Advisors, LLC | 28,512 | $371.5 萬 | 1.29% | +491+1.8% | 加碼 |
| Anchor Investment Management, LLC | 28,574 | $372.3 萬 | 0.51% | +1,309+4.8% | 加碼 |
| Baader Bank INC | 28,936 | $372.4 萬 | 0.28% | −3,575−11.0% | 減碼 |
| Advisor Resource Council | 28,994 | $372.6 萬 | 0.94% | +23,905+469.7% | 加碼 |
| StoneX Group Inc. | 28,597 | $372.6 萬 | 0.41% | +4,686+19.6% | 加碼 |
| Piscataqua Savings Bank | 28,606 | $372.8 萬 | 3.17% | +63+0.2% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 28,646 | $373.3 萬 | 0.30% | +581+2.1% | 加碼 |
| GFS Advisors, LLC | 28,700 | $374.0 萬 | 0.86% | −12,811−30.9% | 減碼 |
| NorthRock Partners, LLC | 28,717 | $374.2 萬 | 0.40% | −820−2.8% | 減碼 |
| Pitcairn Co | 28,757 | $374.7 萬 | 0.34% | +1,765+6.5% | 加碼 |
| Brandywine Oak Private Wealth LLC | 28,772 | $374.9 萬 | 0.44% | −398−1.4% | 減碼 |
| SYSTM Wealth Solutions LLC | 28,771 | $374.9 萬 | 0.58% | −2,530−8.1% | 減碼 |
| American Investment Services, Inc. | 28,008 | $375.6 萬 | 0.77% | 00.0% | 不變 |
| Atomi Financial Group, Inc. | 28,836 | $375.8 萬 | 2.10% | +28,836 | 新進 |
| Crystal Rock Capital Management | 28,843 | $375.9 萬 | 3.12% | −7,000−19.5% | 減碼 |
| Zevenbergen Capital Investments LLC | 28,873 | $376.2 萬 | 0.10% | +25+0.1% | 加碼 |