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 |
|---|---|---|---|---|---|
| E&G Advisors, LP | 33,027 | $430.4 萬 | 1.59% | −299−0.9% | 減碼 |
| Patten Group, Inc. | 33,044 | $430.6 萬 | 1.29% | +1,411+4.5% | 加碼 |
| Coerente Capital Management | 33,177 | $432.3 萬 | 0.97% | −3,247−8.9% | 減碼 |
| Desjardins Global Asset Management Inc. | 33,249 | $433.2 萬 | 0.55% | +9,306+38.9% | 加碼 |
| Wealthspire Advisors, LLC | 33,249 | $433.3 萬 | 0.07% | −7,402−18.2% | 減碼 |
| Hamilton Point Investment Advisors, LLC | 33,264 | $433.5 萬 | 1.06% | +1,058+3.3% | 加碼 |
| DoubleLine ETF Adviser LP | 33,321 | $434.2 萬 | 1.85% | −8,044−19.4% | 減碼 |
| SeaCrest Wealth Management, LLC | 33,343 | $434.5 萬 | 0.59% | −451−1.3% | 減碼 |
| Permanens Capital L.P. | 33,350 | $434.6 萬 | 0.94% | +9,000+37.0% | 加碼 |
| Globeflex Capital L P | 33,400 | $435.2 萬 | 0.53% | 00.0% | 不變 |
| Green Square Capital Advisors LLC | 33,460 | $436.0 萬 | 0.58% | +1,811+5.7% | 加碼 |
| Walleye Capital LLC | 33,462 | $436.0 萬 | 0.09% | −2,897−8.0% | 減碼 |
| Family Management Corp | 33,629 | $438.2 萬 | 1.01% | −994−2.9% | 減碼 |
| Wasatch Advisors Inc | 33,659 | $438.6 萬 | 0.03% | −50−0.1% | 減碼 |
| Broadleaf Partners, LLC | 33,665 | $438.7 萬 | 1.56% | +612+1.9% | 加碼 |
| Mitchell McLeod Pugh & Williams Inc | 33,716 | $439.4 萬 | 1.37% | +475+1.4% | 加碼 |
| SOL Capital Management CO | 33,732 | $439.6 萬 | 0.72% | 00.0% | 不變 |
| Cary Street Partners Asset Management LLC | 33,821 | $440.7 萬 | 0.83% | −306−0.9% | 減碼 |
| RBA Wealth Management, LLC | 33,840 | $441.0 萬 | 2.20% | +910+2.8% | 加碼 |
| AdvisorNet Financial, Inc | 33,872 | $441.4 萬 | 0.40% | +218+0.6% | 加碼 |
| Boothbay Fund Management, LLC | 33,878 | $441.5 萬 | 0.13% | +33,878 | 新進 |
| Buckhead Capital Management LLC | 33,898 | $441.7 萬 | 1.04% | −140.0% | 減碼 |
| Lake Street Financial LLC | 33,913 | $441.9 萬 | 0.82% | +1,002+3.0% | 加碼 |
| Family Legacy, Inc. | 33,944 | $442.3 萬 | 1.89% | +879+2.7% | 加碼 |
| Univest Financial Corp | 33,949 | $442.4 萬 | 1.38% | −2,483−6.8% | 減碼 |
| Eudaimonia Partners, LLC | 34,061 | $443.8 萬 | 1.08% | +6,183+22.2% | 加碼 |
| AFS Financial Group, LLC | 34,121 | $444.6 萬 | 2.97% | −454−1.3% | 減碼 |
| Trust Asset Management LLC | 34,191 | $445.5 萬 | 0.50% | +933+2.8% | 加碼 |
| Valley National Advisers Inc | 31,700 | $446.1 萬 | 0.78% | −88−0.3% | 減碼 |
| Augustine Asset Management Inc | 34,235 | $446.1 萬 | 2.21% | −365−1.1% | 減碼 |
| TFG Advisers LLC | 34,260 | $446.4 萬 | 2.16% | +340+1.0% | 加碼 |
| Sentinel Trust Co Lba | 34,363 | $447.8 萬 | 0.64% | +13,860+67.6% | 加碼 |
| Creegan & Nassoura Financial Group, LLC | 34,369 | $447.9 萬 | 3.43% | −100−0.3% | 減碼 |
| BOK Financial Private Wealth, Inc. | 34,388 | $448.1 萬 | 0.36% | +845+2.5% | 加碼 |
| Connable Office Inc | 34,443 | $448.8 萬 | 0.65% | −1,161−3.3% | 減碼 |
| Grandfield & Dodd, LLC | 34,454 | $449.0 萬 | 0.31% | −100.0% | 減碼 |
| apricus wealth, LLC | 34,478 | $449.3 萬 | 4.10% | +2,148+6.6% | 加碼 |
| DFPG Investments, LLC | 34,575 | $450.5 萬 | 0.48% | +11,225+48.1% | 加碼 |
| V Wealth Advisors LLC | 34,594 | $450.8 萬 | 0.84% | +1,195+3.6% | 加碼 |
| Marcum Wealth, LLC | 34,631 | $451.3 萬 | 0.56% | +1,642+5.0% | 加碼 |
| Brick & Kyle, Associates | 34,699 | $452.2 萬 | 2.59% | −190−0.5% | 減碼 |
| Laffer Tengler Investments | 34,757 | $452.9 萬 | 1.23% | +463+1.4% | 加碼 |
| Aureus Asset Management, LLC | 34,795 | $453.4 萬 | 0.36% | +798+2.3% | 加碼 |
| Cottage Street Advisors LLC | 34,810 | $453.6 萬 | 3.53% | −4,065,307−99.2% | 減碼 |
| Monetary Management Group Inc | 34,819 | $453.7 萬 | 1.34% | 00.0% | 不變 |
| Charles Carroll Financial Partners, LLC | 34,845 | $454.1 萬 | 6.96% | −1,950−5.3% | 減碼 |
| Jaffetilchin Investment Partners, LLC | 34,863 | $454.3 萬 | 0.52% | +1,623+4.9% | 加碼 |
| Dividend Assets Capital, LLC | 33,911 | $454.7 萬 | 0.97% | 00.0% | 不變 |
| Argent Advisors, Inc. | 34,928 | $455.1 萬 | 2.17% | +260+0.7% | 加碼 |
| Capital Insight Partners, LLC | 34,998 | $456.1 萬 | 1.07% | −249−0.7% | 減碼 |
| PDT Partners, LLC | 35,150 | $458.0 萬 | 0.62% | +20,650+142.4% | 加碼 |
| NEIRG Wealth Management, LLC | 35,192 | $458.6 萬 | 0.79% | −824−2.3% | 減碼 |
| Focus Financial Network, Inc. | 35,272 | $459.6 萬 | 0.29% | −145−0.4% | 減碼 |
| Gifford Fong Associates | 35,296 | $459.9 萬 | 1.21% | −23,504−40.0% | 減碼 |
| Graham Capital Management, L.P. | 35,342 | $460.5 萬 | 0.16% | +25,617+263.4% | 加碼 |
| CAPROCK Group, Inc. | 35,372 | $460.9 萬 | 0.36% | +3,833+12.2% | 加碼 |
| Cigna Investments Inc | 35,489 | $462.4 萬 | 0.93% | −732−2.0% | 減碼 |
| Consolidated Planning Corp | 35,512 | $462.8 萬 | 1.20% | +2,493+7.6% | 加碼 |
| J.W. Cole Advisors, Inc. | 35,548 | $463.2 萬 | 0.33% | +2,250+6.8% | 加碼 |
| Chicago Trust Co NA | 35,563 | $463.4 萬 | 1.16% | −3,030−7.9% | 減碼 |
| Fund Management at Engine No. 1 LLC | 35,577 | $463.6 萬 | 0.93% | +3,288+10.2% | 加碼 |
| MidWestOne Financial Group, Inc. | 35,600 | $463.9 萬 | 1.05% | +2,281+6.8% | 加碼 |
| PDS Planning, Inc | 35,670 | $464.8 萬 | 0.64% | +2,526+7.6% | 加碼 |
| Chemistry Wealth Management LLC | 35,765 | $466.1 萬 | 1.62% | −276−0.8% | 減碼 |
| SPC Financial, Inc. | 35,898 | $467.8 萬 | 0.53% | +9,715+37.1% | 加碼 |
| Capital Asset Advisory Services LLC | 35,934 | $468.3 萬 | 0.35% | +2,378+7.1% | 加碼 |
| Bridgewater Advisors Inc. | 36,006 | $469.2 萬 | 1.02% | −24−0.1% | 減碼 |
| Pathway Financial Advisers, LLC | 36,072 | $470.0 萬 | 1.89% | −69−0.2% | 減碼 |
| Varma Mutual Pension Insurance Co | 36,125 | $470.7 萬 | 0.06% | 00.0% | 不變 |
| Bowen Hanes & Co Inc | 36,137 | $470.9 萬 | 0.16% | −4,627−11.4% | 減碼 |
| Sitrin Capital Management LLC | 36,220 | $472.0 萬 | 2.86% | −261−0.7% | 減碼 |
| Source Financial Advisors LLC | 36,231 | $472.1 萬 | 1.58% | −3,452−8.7% | 減碼 |
| Security National Bank | 36,302 | $473.1 萬 | 1.26% | +296+0.8% | 加碼 |
| Ameritas Advisory Services, LLC | 34,796 | $474.1 萬 | 0.24% | −6,831−16.4% | 減碼 |
| Exchange Capital Management, Inc. | 36,499 | $475.6 萬 | 0.97% | +824+2.3% | 加碼 |
| Weil Company, Inc. | 36,591 | $476.8 萬 | 2.16% | −84−0.2% | 減碼 |
| Picton Mahoney Asset Management | 36,700 | $478.2 萬 | 0.24% | −1,795−4.7% | 減碼 |
| Essex LLC | 35,701 | $478.8 萬 | 1.45% | 00.0% | 不變 |
| Comerica Securities,inc. | 36,765 | $479.1 萬 | 0.35% | +609+1.7% | 加碼 |
| Systematic Alpha Investments, LLC | 36,804 | $479.6 萬 | 0.25% | 00.0% | 不變 |
| Greystone Financial Group, LLC | 36,814 | $479.7 萬 | 1.21% | +30,646+496.9% | 加碼 |
| DF Dent & Co Inc | 36,927 | $481.2 萬 | 0.07% | +294+0.8% | 加碼 |
| Legacy Trust | 36,967 | $481.7 萬 | 1.43% | +35+0.1% | 加碼 |
| Boston Research & Management Inc | 36,991 | $482.0 萬 | 1.44% | +890+2.5% | 加碼 |
| Baugh & Associates, LLC | 36,250 | $482.1 萬 | 3.08% | +434+1.2% | 加碼 |
| Knights of Columbus Asset Advisors LLC | 37,001 | $482.2 萬 | 0.47% | −570−1.5% | 減碼 |
| Redwood Investments, LLC | 37,115 | $483.6 萬 | 0.62% | +4,179+12.7% | 加碼 |
| Mechanics Bank Trust Department | 37,174 | $484.4 萬 | 0.82% | −1,023−2.7% | 減碼 |
| Bogart Wealth, LLC | 37,225 | $485.1 萬 | 0.32% | +4,730+14.6% | 加碼 |
| Andesa Financial Management Inc. | 62,415 | $486.0 萬 | 2.52% | +31,169+99.8% | 加碼 |
| Horan Capital Advisors, LLC. | 37,380 | $487.1 萬 | 2.01% | +605+1.6% | 加碼 |
| First Personal Financial Services | 37,496 | $488.6 萬 | 1.27% | +2,700+7.8% | 加碼 |
| MSD Partners, L.P. | 37,500 | $488.7 萬 | 0.49% | 00.0% | 不變 |
| Sandhill Capital Partners LLC | 37,579 | $489.7 萬 | 0.47% | −264−0.7% | 減碼 |
| New Hampshire Trust | 37,594 | $489.9 萬 | 1.31% | −1,247−3.2% | 減碼 |
| Roberts Wealth Advisors, LLC | 38,149 | $489.9 萬 | 2.25% | +613+1.6% | 加碼 |
| Allen Capital Group, LLC | 37,626 | $490.3 萬 | 0.93% | +37,626 | 新進 |
| Excalibur Management Corp | 37,739 | $491.8 萬 | 2.55% | −87−0.2% | 減碼 |
| Founders Capital Management | 37,766 | $492.1 萬 | 3.76% | −55−0.1% | 減碼 |
| Checchi Capital Advisers, LLC | 37,795 | $492.5 萬 | 0.48% | −679−1.8% | 減碼 |