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 |
|---|---|---|---|---|---|
| Moloney Securities Asset Management, LLC | 28,905 | $376.7 萬 | 0.70% | +3,316+13.0% | 加碼 |
| 9258 Wealth Management, LLC | 28,930 | $377.0 萬 | 0.76% | −165−0.6% | 減碼 |
| Affinity Investment Advisors, LLC | 28,941 | $377.1 萬 | 2.02% | +6,752+30.4% | 加碼 |
| Csenge Advisory Group | 28,990 | $377.8 萬 | 0.27% | +972+3.5% | 加碼 |
| Shelter Mutual Insurance Co | 29,000 | $377.9 萬 | 1.05% | 00.0% | 不變 |
| West Branch Capital LLC | 29,005 | $378.0 萬 | 2.11% | −511−1.7% | 減碼 |
| Virginia Wealth Management Group, Inc. | 29,057 | $378.6 萬 | 2.60% | +383+1.3% | 加碼 |
| Long Run Wealth Advisors, LLC | 29,111 | $379.3 萬 | 1.29% | −1,010−3.4% | 減碼 |
| WealthShield Partners, LLC | 29,318 | $382.0 萬 | 0.62% | −1,228−4.0% | 減碼 |
| Lauterbach Financial Advisors, LLC | 29,321 | $382.1 萬 | 3.09% | −542−1.8% | 減碼 |
| Good Life Advisors, LLC | 29,470 | $384.0 萬 | 0.49% | +1,109+3.9% | 加碼 |
| Brookmont Capital Management | 29,514 | $384.6 萬 | 2.42% | +115+0.4% | 加碼 |
| Covenant Asset Management, LLC | 29,534 | $384.9 萬 | 1.25% | −589−2.0% | 減碼 |
| Amarillo National Bank | 29,545 | $385.0 萬 | 0.77% | −169−0.6% | 減碼 |
| BNC Wealth Management, LLC | 29,546 | $385.0 萬 | 2.15% | +2,573+9.5% | 加碼 |
| Lake Street Advisors Group, LLC | 29,561 | $385.2 萬 | 0.24% | +1,588+5.7% | 加碼 |
| M Holdings Securities, Inc. | 29,602 | $385.5 萬 | 0.40% | −10,272−25.8% | 減碼 |
| Independent Financial Group, LLC | 29,610 | $385.8 萬 | 0.31% | −223−0.7% | 減碼 |
| Marks Group Wealth Management, Inc | 29,629 | $386.1 萬 | 0.49% | +1,415+5.0% | 加碼 |
| Hudock, Inc. | 29,666 | $386.6 萬 | 0.95% | +4,805+19.3% | 加碼 |
| Supplemental Annuity Collective Trust of NJ | 29,700 | $387.0 萬 | 1.51% | 00.0% | 不變 |
| Churchill Management Corp | 29,711 | $387.2 萬 | 0.08% | +984+3.4% | 加碼 |
| Americana Partners, LLC | 29,714 | $387.2 萬 | 0.61% | +376+1.3% | 加碼 |
| Triangle Securities Wealth Management | 29,718 | $387.2 萬 | 1.38% | −679−2.2% | 減碼 |
| Summit Trail Advisors, LLC | 29,747 | $387.6 萬 | 0.16% | +5,297+21.7% | 加碼 |
| Cumberland Advisors Inc | 29,770 | $387.9 萬 | 1.59% | +70+0.2% | 加碼 |
| Atlas Wealth LLC | 29,785 | $388.1 萬 | 0.76% | −675−2.2% | 減碼 |
| Sheets Smith Wealth Management | 29,809 | $388.4 萬 | 0.59% | −765−2.5% | 減碼 |
| Dynamic Technology Lab Private Ltd | 29,823 | $388.6 萬 | 0.36% | +29,823 | 新進 |
| NWF Advisory Services Inc. | 26,721 | $388.6 萬 | 0.90% | +26,721 | 新進 |
| Monetta Financial Services Inc | 30,000 | $390.9 萬 | 4.18% | 00.0% | 不變 |
| Allen Holding Inc | 30,000 | $390.9 萬 | 0.56% | 00.0% | 不變 |
| Bleichroeder LP | 30,000 | $390.9 萬 | 0.83% | 00.0% | 不變 |
| Nixon Peabody Trust Co | 30,026 | $391.3 萬 | 2.74% | +655+2.2% | 加碼 |
| Strategic Financial Services, Inc, | 30,145 | $392.8 萬 | 0.30% | −996−3.2% | 減碼 |
| Congress Park Capital LLC | 30,178 | $393.2 萬 | 2.35% | −111−0.4% | 減碼 |
| WealthPLAN Partners, LLC | 30,215 | $393.7 萬 | 0.45% | −19,106−38.7% | 減碼 |
| Avidian Wealth Solutions, LLC | 30,255 | $394.2 萬 | 0.22% | +1,843+6.5% | 加碼 |
| Chapin Davis, Inc. | 30,362 | $395.6 萬 | 2.05% | +7,234+31.3% | 加碼 |
| Forte Capital LLC | 30,418 | $396.4 萬 | 0.61% | +761+2.6% | 加碼 |
| Alpha DNA Investment Management LLC | 30,420 | $396.4 萬 | 2.03% | −8,034−20.9% | 減碼 |
| Resonant Capital Advisors, LLC | 30,425 | $396.5 萬 | 0.45% | −473−1.5% | 減碼 |
| RFG Advisory, LLC | 30,446 | $396.7 萬 | 0.19% | −1,967−6.1% | 減碼 |
| Hengehold Capital Management LLC | 30,455 | $396.9 萬 | 0.55% | +23+0.1% | 加碼 |
| SageView Advisory Group, LLC | 30,458 | $396.9 萬 | 0.25% | +10,188+50.3% | 加碼 |
| Citizens & Northern Corp | 30,527 | $397.8 萬 | 1.55% | +106+0.3% | 加碼 |
| Tradewinds, LLC. | 30,561 | $398.2 萬 | 2.41% | +30,561 | 新進 |
| MV Capital Management, Inc. | 30,614 | $398.9 萬 | 0.56% | +296+1.0% | 加碼 |
| Exencial Wealth Advisors, LLC | 30,625 | $399.1 萬 | 0.21% | −2,749−8.2% | 減碼 |
| Cohen Lawrence B | 30,647 | $399.4 萬 | 2.68% | −13,406−30.4% | 減碼 |
| Nilsine Partners, LLC | 30,648 | $399.4 萬 | 0.63% | +30,648 | 新進 |
| Monarch Capital Management Inc | 30,656 | $399.5 萬 | 1.23% | −1,515−4.7% | 減碼 |
| Pegasus Asset Management, Inc. | 30,727 | $400.4 萬 | 1.98% | +74+0.2% | 加碼 |
| Butensky & Cohen Financial Security, Inc | 30,766 | $400.9 萬 | 1.45% | −566−1.8% | 減碼 |
| Wealth Effects LLC | 30,768 | $400.9 萬 | 2.06% | −1,141−3.6% | 減碼 |
| Westover Capital Advisors, LLC | 30,862 | $402.2 萬 | 1.49% | −67−0.2% | 減碼 |
| Qtron Investments LLC | 30,940 | $403.2 萬 | 0.83% | −1,721−5.3% | 減碼 |
| Headinvest, LLC | 30,950 | $403.3 萬 | 0.88% | −208−0.7% | 減碼 |
| Centiva Capital, LP | 30,983 | $403.7 萬 | 0.22% | +30,407+5,279.0% | 加碼 |
| Nikulski Financial, Inc. | 31,028 | $404.3 萬 | 1.79% | +305+1.0% | 加碼 |
| Bank Ozk | 31,047 | $404.6 萬 | 2.01% | −392−1.2% | 減碼 |
| Atlantic Trust, LLC | 31,094 | $405.2 萬 | 1.29% | −447−1.4% | 減碼 |
| MTM Investment Management, LLC | 31,103 | $405.3 萬 | 2.08% | +191+0.6% | 加碼 |
| EPG Wealth Management LLC | 31,133 | $405.7 萬 | 1.28% | +6,464+26.2% | 加碼 |
| Ironvine Capital Partners, LLC | 31,163 | $406.1 萬 | 0.51% | −148,605−82.7% | 減碼 |
| Investors Asset Management of Georgia Inc | 31,213 | $406.7 萬 | 2.17% | −133−0.4% | 減碼 |
| Romano Brothers and Company | 31,222 | $406.9 萬 | 0.63% | −1,520−4.6% | 減碼 |
| Bedel Financial Consulting, Inc. | 31,322 | $408.2 萬 | 0.99% | −549−1.7% | 減碼 |
| Silvant Capital Management LLC | 31,351 | $408.5 萬 | 0.27% | 00.0% | 不變 |
| McBroom & Associates, LLC | 31,479 | $410.2 萬 | 3.67% | +2,715+9.4% | 加碼 |
| Money Concepts Capital Corp | 31,451 | $413.4 萬 | 0.23% | −21,340−40.4% | 減碼 |
| Brighton Jones LLC | 31,806 | $414.5 萬 | 0.24% | +664+2.1% | 加碼 |
| First National Bank of Mount Dora, Trust Investment Services | 31,816 | $414.6 萬 | 1.25% | +7,173+29.1% | 加碼 |
| Lindbrook Capital, LLC | 31,927 | $416.0 萬 | 0.49% | −161−0.5% | 減碼 |
| Duff & Phelps Investment Management Co | 31,965 | $416.5 萬 | 0.05% | +300+0.9% | 加碼 |
| Pinnacle Bancorp, Inc. | 32,031 | $417.4 萬 | 1.53% | +124+0.4% | 加碼 |
| Change Path, LLC | 32,078 | $418.0 萬 | 0.21% | +111+0.3% | 加碼 |
| Palmer Knight Co | 32,111 | $418.4 萬 | 2.66% | +32,111 | 新進 |
| Johnson Financial Group, Inc. | 32,155 | $419.0 萬 | 0.30% | +2,115+7.0% | 加碼 |
| Saber Capital Managment, LLC | 32,169 | $419.2 萬 | 8.33% | −22,139−40.8% | 減碼 |
| Herold Advisors, Inc. | 32,333 | $421.3 萬 | 1.46% | +2,542+8.5% | 加碼 |
| Lincoln Capital LLC | 32,543 | $423.9 萬 | 1.17% | −156−0.5% | 減碼 |
| Abbot Financial Management, Inc. | 32,601 | $424.8 萬 | 2.85% | −381−1.2% | 減碼 |
| Hilltop Holdings Inc. | 32,640 | $425.3 萬 | 0.58% | −4,451−12.0% | 減碼 |
| Bill Few Associates, Inc. | 32,697 | $426.1 萬 | 2.37% | +936+2.9% | 加碼 |
| Bell & Brown Wealth Advisors, LLC | 32,709 | $426.2 萬 | 2.27% | −602−1.8% | 減碼 |
| Koshinski Asset Management, Inc. | 32,725 | $426.4 萬 | 0.42% | +511+1.6% | 加碼 |
| Bessemer Securities LLC | 32,729 | $426.5 萬 | 1.99% | −3,600−9.9% | 減碼 |
| Bank of New Hampshire | 32,761 | $426.9 萬 | 1.28% | −1,252−3.7% | 減碼 |
| Close Asset Management Ltd | 32,785 | $427.1 萬 | 0.21% | +4,118+14.4% | 加碼 |
| Ahl Investment Management, Inc. | 32,866 | $428.3 萬 | 3.95% | −548−1.6% | 減碼 |
| Greenline Partners, LLC | 32,887 | $428.6 萬 | 0.82% | −3,257−9.0% | 減碼 |
| Strategic Blueprint, LLC | 32,931 | $429.1 萬 | 0.44% | +595+1.8% | 加碼 |
| Centre Asset Management, LLC | 32,951 | $429.4 萬 | 1.04% | +32,951 | 新進 |
| Washington Trust Advisors, Inc. | 32,960 | $429.5 萬 | 0.44% | −161−0.5% | 減碼 |
| Paradigm Financial Partners, LLC | 32,965 | $429.6 萬 | 1.16% | +27+0.1% | 加碼 |
| Brooks, Moore & Associates, Inc. | 32,976 | $429.7 萬 | 3.09% | +599+1.9% | 加碼 |
| NTV Asset Management LLC | 32,977 | $429.7 萬 | 0.80% | +124+0.4% | 加碼 |
| Kentucky Farm Bureau Mutual Insurance Co | 33,000 | $430.0 萬 | 1.28% | 00.0% | 不變 |
| Giverny Capital Inc.大師吉維尼資本 | 33,026 | $430.4 萬 | 0.26% | +1,785+5.7% | 加碼 |