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 |
|---|---|---|---|---|---|
| Beacon Financial Group | 44,072 | $563.6 萬 | 0.79% | −2,063−4.5% | 減碼 |
| Arkadios Wealth Advisors | 43,290 | $564.1 萬 | 0.67% | +524+1.2% | 加碼 |
| LeJeune Puetz Investment Counsel LLC | 43,347 | $564.9 萬 | 2.02% | +35+0.1% | 加碼 |
| McDonald Partners LLC | 43,418 | $565.8 萬 | 1.83% | −2,682−5.8% | 減碼 |
| Principal Street Partners, LLC | 43,490 | $566.7 萬 | 1.43% | −1,578−3.5% | 減碼 |
| Boyd Watterson Asset Management LLC | 43,545 | $567.4 萬 | 2.31% | +726+1.7% | 加碼 |
| Paradigm Asset Management Co LLC | 43,991 | $573.2 萬 | 1.57% | −100−0.2% | 減碼 |
| Dana Investment Advisors, Inc. | 44,073 | $574.3 萬 | 0.29% | −3,334−7.0% | 減碼 |
| Schechter Investment Advisors, LLC | 44,094 | $574.6 萬 | 0.53% | +524+1.2% | 加碼 |
| Strategic Advisors LLC | 44,103 | $574.7 萬 | 1.16% | −481−1.1% | 減碼 |
| Intrust Bank NA | 44,201 | $576.0 萬 | 0.74% | −715−1.6% | 減碼 |
| Granite Investment Partners, LLC | 44,363 | $578.1 萬 | 0.24% | −860−1.9% | 減碼 |
| DT Investment Partners, LLC | 40,987 | $578.7 萬 | 0.70% | +1,114+2.8% | 加碼 |
| Fullerton Fund Management Co Ltd. | 44,453 | $579.3 萬 | 0.44% | −161,970−78.5% | 減碼 |
| Arjuna Capital | 44,483 | $579.7 萬 | 2.27% | +812+1.9% | 加碼 |
| Selway Asset Management | 44,532 | $580.3 萬 | 2.78% | −265−0.6% | 減碼 |
| Ascent Group, LLC | 44,692 | $582.4 萬 | 0.62% | +10,146+29.4% | 加碼 |
| Geneos Wealth Management Inc. | 44,727 | $582.8 萬 | 0.35% | −10,067−18.4% | 減碼 |
| Buckingham Capital Management, Inc. | 44,730 | $582.9 萬 | 0.93% | +1,594+3.7% | 加碼 |
| Ami Investment Management Inc | 44,768 | $583.4 萬 | 2.72% | −2,243−4.8% | 減碼 |
| Alpha Omega Wealth Management LLC | 44,879 | $584.8 萬 | 1.01% | −465−1.0% | 減碼 |
| Asset Planning Services Inc | 44,967 | $586.0 萬 | 3.71% | −1,665−3.6% | 減碼 |
| Baker Tilly Wealth Management, LLC | 45,030 | $586.8 萬 | 0.66% | +9,647+27.3% | 加碼 |
| Ipswich Investment Management Co., Inc. | 45,104 | $587.8 萬 | 1.61% | −258−0.6% | 減碼 |
| Avantax Planning Partners, Inc. | 45,134 | $588.1 萬 | 0.24% | +3,918+9.5% | 加碼 |
| Western Wealth Management, LLC | 45,152 | $588.4 萬 | 0.55% | +1,734+4.0% | 加碼 |
| Davy Global Fund Management Ltd | 45,304 | $590.4 萬 | 1.13% | −674−1.5% | 減碼 |
| DRW Securities, LLC | 45,317 | $590.5 萬 | 0.86% | +34,053+302.3% | 加碼 |
| McRae Capital Management Inc | 45,437 | $592.1 萬 | 1.70% | −4,704−9.4% | 減碼 |
| Stokes Capital Advisors, LLC | 45,458 | $592.4 萬 | 2.01% | +236+0.5% | 加碼 |
| Citizens National Bank Trust Department | 45,513 | $593.1 萬 | 1.65% | −785−1.7% | 減碼 |
| Duncker Streett & Co Inc | 45,524 | $593.2 萬 | 1.41% | −413−0.9% | 減碼 |
| Northwest Bancshares, Inc. | 45,629 | $594.6 萬 | 1.15% | +429+0.9% | 加碼 |
| NewSquare Capital LLC | 45,657 | $595.0 萬 | 0.70% | +3,401+8.0% | 加碼 |
| Parthenon LLC | 45,694 | $595.4 萬 | 0.91% | −117−0.3% | 減碼 |
| WS Portfolio Advisory, LLC | 45,816 | $597.0 萬 | 1.52% | +31,551+221.2% | 加碼 |
| WESPAC Advisors SoCal, LLC | 45,831 | $597.2 萬 | 2.06% | +218+0.5% | 加碼 |
| Jacobi Capital Management LLC | 45,834 | $597.3 萬 | 0.71% | −304−0.7% | 減碼 |
| Cornerstone Wealth Group, LLC | 45,929 | $598.5 萬 | 1.06% | −1,320−2.8% | 減碼 |
| BDO Wealth Advisors, LLC | 45,932 | $598.5 萬 | 0.73% | +1,050+2.3% | 加碼 |
| Ritholtz Wealth Management | 46,032 | $599.8 萬 | 0.30% | +3,641+8.6% | 加碼 |
| Private Trust Co NA | 46,049 | $600.1 萬 | 0.82% | +2,795+6.5% | 加碼 |
| Asset Dedication, LLC | 46,112 | $600.5 萬 | 0.56% | +3,515+8.3% | 加碼 |
| Kinneret Advisory, LLC | 46,094 | $600.7 萬 | 0.78% | −2,476−5.1% | 減碼 |
| Souders Financial Advisors | 46,179 | $601.8 萬 | 1.28% | −1,010−2.1% | 減碼 |
| SevenBridge Financial Group, LLC | 46,390 | $604.5 萬 | 1.67% | +925+2.0% | 加碼 |
| LVW Advisors, LLC | 46,428 | $605.0 萬 | 1.21% | −84−0.2% | 減碼 |
| Community Bank & Trust, Waco, Texas | 46,602 | $607.3 萬 | 1.93% | −671−1.4% | 減碼 |
| Concorde Financial Corp | 46,763 | $609.4 萬 | 4.44% | +8,864+23.4% | 加碼 |
| Equitable Trust Co | 46,765 | $609.4 萬 | 0.48% | +170.0% | 加碼 |
| Brown Shipley& Co Ltd | 46,885 | $611.0 萬 | 3.94% | +46,885 | 新進 |
| Ascent Wealth Partners, LLC | 47,830 | $614.3 萬 | 1.23% | +988+2.1% | 加碼 |
| GDS Wealth Management | 47,208 | $615.2 萬 | 1.09% | −1,988−4.0% | 減碼 |
| Financial Partners Group, LLC | 47,243 | $615.6 萬 | 3.22% | −150.0% | 減碼 |
| Andra AP-fonden | 47,300 | $616.4 萬 | 0.16% | +29,500+165.7% | 加碼 |
| Fairfield, Bush & Co. | 47,310 | $616.5 萬 | 2.17% | +11,286+31.3% | 加碼 |
| McKinley Capital Management LLC /Delaware | 47,670 | $621.2 萬 | 0.82% | 00.0% | 不變 |
| Hennion & Walsh Asset Management, Inc. | 47,690 | $621.4 萬 | 0.38% | −5,251−9.9% | 減碼 |
| QV Investors Inc. | 47,880 | $623.9 萬 | 0.58% | −2,580−5.1% | 減碼 |
| Van Hulzen Asset Management, LLC | 47,959 | $624.5 萬 | 0.59% | +6,333+15.2% | 加碼 |
| Wittenberg Investment Management, Inc. | 47,957 | $624.9 萬 | 2.33% | 00.0% | 不變 |
| Wellington Shields & Co., LLC | 48,079 | $626.5 萬 | 1.40% | +1,221+2.6% | 加碼 |
| Garland Capital Management Inc | 48,220 | $628.4 萬 | 4.27% | −1,850−3.7% | 減碼 |
| Summit Global Investments | 48,496 | $632.0 萬 | 0.49% | +201+0.4% | 加碼 |
| Exchange Traded Concepts, LLC | 48,635 | $633.8 萬 | 0.17% | +643+1.3% | 加碼 |
| Adalta Capital Management LLC | 48,710 | $634.7 萬 | 4.44% | +111+0.2% | 加碼 |
| Fulton Bank, N.A. | 48,745 | $635.2 萬 | 0.33% | −11,886−19.6% | 減碼 |
| Shorepoint Capital Partners LLC | 48,776 | $635.6 萬 | 1.82% | −965−1.9% | 減碼 |
| Harbour Capital Advisors, LLC | 48,786 | $635.7 萬 | 1.92% | +1,931+4.1% | 加碼 |
| Mirador Capital Partners LP | 48,866 | $636.8 萬 | 1.51% | −7,387−13.1% | 減碼 |
| Waycross Partners, LLC | 48,890 | $637.1 萬 | 1.85% | +8,830+22.0% | 加碼 |
| Cyndeo Wealth Partners, LLC | 48,989 | $638.4 萬 | 0.69% | −3,539−6.7% | 減碼 |
| Commonwealth Retirement Investments LLC | 48,992 | $638.4 萬 | 3.79% | +414+0.9% | 加碼 |
| American Trust | 49,632 | $646.8 萬 | 0.45% | −1,958−3.8% | 減碼 |
| Wolverine Trading, LLC | 50,290 | $647.5 萬 | 0.20% | +24,063+91.7% | 加碼 |
| Quattro Financial Advisors LLC | 2,000 | $647.6 萬 | 2.66% | −7,500−78.9% | 減碼 |
| Roundview Capital LLC | 49,724 | $648.0 萬 | 0.68% | +1,142+2.4% | 加碼 |
| Bangor Savings Bank | 49,790 | $648.8 萬 | 0.77% | −599−1.2% | 減碼 |
| Meeder Advisory Services, Inc. | 49,845 | $649.5 萬 | 0.75% | +3,279+7.0% | 加碼 |
| Whalerock Point Partners, LLC | 49,886 | $650.1 萬 | 2.42% | +257+0.5% | 加碼 |
| Elk River Wealth Management, LLC | 50,159 | $653.6 萬 | 1.48% | +1,579+3.3% | 加碼 |
| Meridian Wealth Advisors, LLC | 50,192 | $654.1 萬 | 1.64% | +2,198+4.6% | 加碼 |
| Baker Ellis Asset Management LLC | 50,231 | $654.6 萬 | 1.17% | −622−1.2% | 減碼 |
| Avitas Wealth Management LLC | 50,420 | $657.0 萬 | 1.29% | −317−0.6% | 減碼 |
| McGinn Investment Management, Inc. | 50,424 | $657.1 萬 | 5.00% | −4,729−8.6% | 減碼 |
| Institutional & Family Asset Management, LLC | 50,446 | $657.4 萬 | 1.09% | +1,111+2.3% | 加碼 |
| Schulhoff & Co Inc | 50,584 | $659.2 萬 | 3.06% | 00.0% | 不變 |
| Smithbridge Asset Management Inc | 50,622 | $659.7 萬 | 1.66% | +781+1.6% | 加碼 |
| American Money Management, LLC | 50,630 | $659.8 萬 | 1.75% | −457−0.9% | 減碼 |
| Goelzer Investment Management, Inc. | 50,653 | $660.1 萬 | 0.57% | +1,777+3.6% | 加碼 |
| Baldwin Investment Management, LLC | 50,680 | $660.4 萬 | 1.17% | +863+1.7% | 加碼 |
| Covington Investment Advisors Inc. | 50,823 | $662.3 萬 | 1.46% | +1,330+2.7% | 加碼 |
| CMT Capital Markets Trading GmbH | 51,000 | $664.6 萬 | 8.06% | +37,800+286.4% | 加碼 |
| Foster & Motley Inc | 51,200 | $667.2 萬 | 0.54% | −231−0.4% | 減碼 |
| Frisch Financial Group, Inc. | 51,287 | $668.3 萬 | 2.59% | +1,325+2.7% | 加碼 |
| Bridge Creek Capital Management LLC | 51,290 | $668.4 萬 | 2.51% | −65−0.1% | 減碼 |
| Aviance Capital Partners, LLC | 51,448 | $670.4 萬 | 1.49% | +1,242+2.5% | 加碼 |
| Harbor Investment Advisory, LLC | 51,529 | $671.5 萬 | 1.00% | +362+0.7% | 加碼 |
| Gladius Capital Management LP | 51,551 | $671.8 萬 | 2.07% | +46,619+945.2% | 加碼 |
| Redmond Asset Management, LLC | 51,617 | $672.6 萬 | 2.33% | −1,248−2.4% | 減碼 |