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 5,157 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 +54 家
- 持有股數
- 21.0 億
- 較 2022 年第 4 季 +3,160 萬 (+1.5%)
- 總市值
- $2,663 億
- 較 2022 年第 4 季 −$111.7 億 (−4.0%)
- 新進機構
- 190
- 另有 1,652 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 | 5,157 | $6,437 億 |
| 2026 年第 1 季 | 5,102 | $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 | 4,679 | $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 | 3,711 | $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 | 3,629 | $2,783 億 |
| 2022 年第 3 季 | 3,396 | $2,129 億 |
| 2022 年第 2 季 | 3,428 | $2,293 億 |
| 2022 年第 1 季 | 3,519 | $2,789 億 |
| 2021 年第 4 季 | 3,594 | $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 |
|---|---|---|---|---|---|
| BlueSky Wealth Advisors, LLC | 2,941 | $38.3 萬 | 0.08% | +37+1.3% | 加碼 |
| Harrington Investments, INC | 2,945 | $38.4 萬 | 0.26% | −20−0.7% | 減碼 |
| Pensionmark Financial Group, LLC | 2,973 | $38.7 萬 | 0.08% | −95−3.1% | 減碼 |
| Trilogy Capital Inc. | 2,982 | $38.9 萬 | 0.03% | −22−0.7% | 減碼 |
| ISAM Funds (UK) Ltd | 2,991 | $39.0 萬 | 0.50% | +2,991 | 新進 |
| Par Capital Management Inc | 3,000 | $39.1 萬 | 0.01% | +1,500+100.0% | 加碼 |
| Emerald Advisors, LLC | 3,002 | $39.1 萬 | 0.10% | −110−3.5% | 減碼 |
| Q Capital Solutions | 3,015 | $39.3 萬 | 0.47% | −19,314−86.5% | 減碼 |
| Greenspring Advisors, LLC | 3,026 | $39.4 萬 | 0.09% | +3,026 | 新進 |
| Measured Wealth Private Client Group, LLC | 3,049 | $39.7 萬 | 0.15% | −159−5.0% | 減碼 |
| Howard Wealth Management, LLC | 3,062 | $39.9 萬 | 0.33% | +75+2.5% | 加碼 |
| Cypress Capital Management LLC (WY) | 3,075 | $40.1 萬 | 0.47% | 00.0% | 不變 |
| Levy Wealth Management Group, LLC | 3,075 | $40.1 萬 | 0.12% | +19+0.6% | 加碼 |
| Trellis Advisors, LLC | 3,088 | $40.2 萬 | 0.19% | +164+5.6% | 加碼 |
| WR Wealth Planners, LLC | 3,090 | $40.3 萬 | 0.17% | +2,646+595.9% | 加碼 |
| Pin Oak Investment Advisors Inc | 3,090 | $40.3 萬 | 0.50% | +337+12.2% | 加碼 |
| Braun-Bostich & Associates Inc. | 3,094 | $40.3 萬 | 0.95% | +1,034+50.2% | 加碼 |
| Ackerman Capital Advisors, LLC | 3,095 | $40.3 萬 | 0.10% | +108+3.6% | 加碼 |
| Solitude Financial Services | 3,100 | $40.4 萬 | 0.26% | −60−1.9% | 減碼 |
| Pitti Group Wealth Management, LLC | 3,112 | $40.6 萬 | 0.45% | +6+0.2% | 加碼 |
| Cim, LLC | 3,115 | $40.6 萬 | 0.08% | −132−4.1% | 減碼 |
| Watershed Private Wealth LLC | 3,124 | $40.7 萬 | 0.28% | +2+0.1% | 加碼 |
| Cipher Capital LP | 3,137 | $40.9 萬 | 0.08% | +3,137 | 新進 |
| Clare Market Investments LLC | 3,144 | $41.0 萬 | 0.17% | −484−13.3% | 減碼 |
| Gitterman Wealth Management, LLC | 3,149 | $41.0 萬 | 0.20% | 00.0% | 不變 |
| J. L. Bainbridge & Co., Inc. | 3,161 | $41.2 萬 | 0.06% | +27+0.9% | 加碼 |
| Financial Advisory Corp | 3,165 | $41.2 萬 | 0.20% | −96−2.9% | 減碼 |
| Dakota Community Bank & Trust NA | 3,164 | $41.2 萬 | 2.55% | +527+20.0% | 加碼 |
| Heck Capital Advisors, LLC | 3,171 | $41.3 萬 | 0.08% | +110+3.6% | 加碼 |
| Blue Square Asset Management, LLC | 3,171 | $41.3 萬 | 0.27% | +3,171 | 新進 |
| Syntegra Private Wealth Group, LLC | 3,176 | $41.4 萬 | 0.07% | +27+0.9% | 加碼 |
| Weaver Consulting Group | 3,190 | $41.6 萬 | 0.19% | −186−5.5% | 減碼 |
| Bridge Advisory, LLC | 3,192 | $41.6 萬 | 0.16% | +329+11.5% | 加碼 |
| Cassady Schiller Wealth Management, LLC | 3,202 | $41.7 萬 | 0.20% | 00.0% | 不變 |
| Cowa, LLC | 3,209 | $41.8 萬 | 0.34% | 00.0% | 不變 |
| Wolff Financial Management LLC | 3,216 | $41.9 萬 | 0.15% | 00.0% | 不變 |
| Deltec Asset Management LLC | 3,225 | $42.0 萬 | 0.10% | 00.0% | 不變 |
| Reynders McVeigh Capital Management, LLC | 3,238 | $42.2 萬 | 0.03% | −2,479−43.4% | 減碼 |
| Amussen Hunsaker Associates LLC | 3,255 | $42.4 萬 | 0.11% | −107−3.2% | 減碼 |
| Gemmer Asset Management LLC | 3,254 | $42.4 萬 | 0.06% | +35+1.1% | 加碼 |
| Wescott Financial Advisory Group, LLC | 3,259 | $42.5 萬 | 0.09% | +1,409+76.2% | 加碼 |
| Hoxton Planning & Management, LLC | 3,259 | $42.5 萬 | 0.23% | −76−2.3% | 減碼 |
| Advisory Alpha, LLC | 3,262 | $42.5 萬 | 0.03% | +501+18.1% | 加碼 |
| Brooktree Capital Management | 3,274 | $42.7 萬 | 0.33% | −5,648−63.3% | 減碼 |
| Mayfair Advisory Group, LLC | 3,078 | $42.7 萬 | 0.46% | −50−1.6% | 減碼 |
| Full Sail Capital, LLC | 3,280 | $42.7 萬 | 0.04% | −132−3.9% | 減碼 |
| Dimension Capital Management LLC | 3,282 | $42.8 萬 | 0.10% | −697−17.5% | 減碼 |
| Wealthstream Advisors, Inc. | 3,289 | $42.9 萬 | 0.26% | −38−1.1% | 減碼 |
| WNY Asset Management, LLC | 3,292 | $42.9 萬 | 0.10% | −341−9.4% | 減碼 |
| Lockerman Financial Group, Inc. | 3,296 | $43.0 萬 | 1.18% | +42+1.3% | 加碼 |
| Ofi Invest Asset Management | 56,046,201 | $43.0 萬 | 2.22% | +56,046,201 | 新進 |
| Inspirion Wealth Advisors, LLC | 3,307 | $43.1 萬 | 0.09% | +252+8.2% | 加碼 |
| Milestone Investment Advisors LLC | 3,308 | $43.1 萬 | 0.13% | +3,308 | 新進 |
| Pine Haven Investment Counsel, Inc | 3,311 | $43.1 萬 | 0.45% | 00.0% | 不變 |
| Vista Capital Partners, Inc. | 3,314 | $43.2 萬 | 0.06% | +2+0.1% | 加碼 |
| Holland Advisory Services, Inc. | 3,321 | $43.3 萬 | 0.51% | 00.0% | 不變 |
| Columbus Macro, LLC | 3,161 | $43.4 萬 | 0.16% | +181+6.1% | 加碼 |
| Youngs Advisory Group, Inc. | 3,338 | $43.5 萬 | 0.24% | +2+0.1% | 加碼 |
| Shelton Wealth Management, LLC | 3,350 | $43.7 萬 | 0.35% | −136−3.9% | 減碼 |
| Marathon Trading Investment Management LLC | 3,364 | $43.8 萬 | 0.21% | −1,625−32.6% | 減碼 |
| Mach-1 Financial Group, Inc. | 3,602 | $43.9 萬 | 2.79% | +286+8.6% | 加碼 |
| Opal Wealth Advisors, LLC | 3,373 | $43.9 萬 | 0.26% | +371+12.4% | 加碼 |
| Raub Brock Capital Management LP | 3,375 | $44.0 萬 | 0.08% | −404−10.7% | 減碼 |
| Koss-Olinger Consulting, LLC | 3,377 | $44.0 萬 | 0.05% | +100+3.1% | 加碼 |
| Borer Denton & Associates, Inc. | 3,381 | $44.1 萬 | 0.18% | +35+1.0% | 加碼 |
| EP Wealth Advisors, LLC | 8,467 | $44.3 萬 | 0.01% | −576,115−98.6% | 減碼 |
| Prosperity Wealth Management, Inc. | 3,410 | $44.4 萬 | 0.36% | +29+0.9% | 加碼 |
| Total Investment Management Inc | 3,413 | $44.5 萬 | 0.08% | +24+0.7% | 加碼 |
| Forefront Analytics, LLC | 3,414 | $44.5 萬 | 0.23% | +24+0.7% | 加碼 |
| Independent Family Office, LLC | 3,422 | $44.6 萬 | 0.26% | 00.0% | 不變 |
| Northwest Investment Counselors, LLC | 3,424 | $44.6 萬 | 0.12% | +23+0.7% | 加碼 |
| Cutter & CO Brokerage, Inc. | 3,439 | $44.8 萬 | 0.14% | +248+7.8% | 加碼 |
| Murphy Pohlad Asset Management LLC | 3,440 | $44.8 萬 | 0.19% | 00.0% | 不變 |
| Cavalier Investments, LLC | 3,443 | $44.9 萬 | 0.19% | +184+5.6% | 加碼 |
| Cedrus LLC | 3,453 | $45.0 萬 | 0.32% | +27+0.8% | 加碼 |
| Meridian Financial, LLC | 3,455 | $45.0 萬 | 0.44% | −470−12.0% | 減碼 |
| Pasadena Private Wealth, LLC | 3,458 | $45.1 萬 | 0.13% | +2+0.1% | 加碼 |
| Cascade Investment Advisors, Inc. | 3,463 | $45.1 萬 | 0.36% | +50+1.5% | 加碼 |
| HTG Investment Advisors, Inc. | 3,465 | $45.2 萬 | 0.41% | −21−0.6% | 減碼 |
| Teza Capital Management LLC | 3,466 | $45.2 萬 | 0.10% | +3,466 | 新進 |
| Meridian Wealth Partners, LLC | 3,468 | $45.2 萬 | 0.10% | +379+12.3% | 加碼 |
| Keb Asset Management, LLC | 3,472 | $45.2 萬 | 0.20% | +68+2.0% | 加碼 |
| Capital Advisors Wealth Management, LLC | 3,476 | $45.3 萬 | 0.13% | −66−1.9% | 減碼 |
| 1776 Wealth LLC | 3,477 | $45.3 萬 | 0.27% | +542+18.5% | 加碼 |
| Albert D Mason Inc | 3,485 | $45.4 萬 | 0.31% | 00.0% | 不變 |
| D'Orazio & Associates, Inc. | 3,484 | $45.4 萬 | 0.12% | +193+5.9% | 加碼 |
| ML & R Wealth Management LLC | 3,488 | $45.5 萬 | 0.12% | +3,488 | 新進 |
| CSS LLC | 3,500 | $45.6 萬 | 0.03% | 00.0% | 不變 |
| Alliance Wealth Advisors, LLC | 3,518 | $45.8 萬 | 0.18% | −158−4.3% | 減碼 |
| Barings LLC | 3,524 | $45.9 萬 | 0.02% | +365+11.6% | 加碼 |
| Childress Capital Advisors, LLC | 3,534 | $46.1 萬 | 0.20% | −6,331−64.2% | 減碼 |
| Kathmere Capital Management, LLC | 3,534 | $46.1 萬 | 0.08% | +492+16.2% | 加碼 |
| Investment Advisory Group, LLC | 3,543 | $46.2 萬 | 0.27% | −34−1.0% | 減碼 |
| Montis Financial, LLC | 3,545 | $46.2 萬 | 0.36% | −53−1.5% | 減碼 |
| Fortis Group Advisors, LLC | 3,343 | $46.2 萬 | 0.14% | +3,343 | 新進 |
| Fuller & Thaler Asset Management, Inc. | 3,551 | $46.3 萬 | 0.00% | 00.0% | 不變 |
| Reuter James Wealth Management, LLC | 3,575 | $46.6 萬 | 0.33% | −4,773−57.2% | 減碼 |
| Garden State Investment Advisory Services LLC | 3,593 | $46.8 萬 | 0.24% | +140+4.1% | 加碼 |
| Kenfarb & Co. | 3,592 | $46.8 萬 | 0.42% | 00.0% | 不變 |
| Parkside Investments, LLC | 3,593 | $46.8 萬 | 0.09% | +326+10.0% | 加碼 |