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 |
|---|---|---|---|---|---|
| Unionview, LLC | 3,593 | $46.8 萬 | 0.44% | +40+1.1% | 加碼 |
| BCJ Capital Management, LLC | 3,608 | $47.0 萬 | 0.04% | −238−6.2% | 減碼 |
| Jacobsen Capital Management | 3,618 | $47.1 萬 | 0.25% | +3,618 | 新進 |
| Avondale Wealth Management | 3,625 | $47.2 萬 | 0.41% | +25+0.7% | 加碼 |
| Baron Silver Stevens Financial Advisors, LLC | 3,633 | $47.3 萬 | 0.12% | +391+12.1% | 加碼 |
| Ruggaard & Associates LLC | 3,635 | $47.4 萬 | 0.29% | +3,635 | 新進 |
| Rock Creek Group, LP | 3,637 | $47.4 萬 | 0.06% | −4,045−52.7% | 減碼 |
| Per Stirling Capital Management, LLC. | 3,643 | $47.5 萬 | 0.10% | −905−19.9% | 減碼 |
| Live Oak Investment Partners | – | $47.6 萬 | 0.42% | – | – |
| Garde Capital, Inc. | 3,651 | $47.6 萬 | 0.05% | −188−4.9% | 減碼 |
| Cahaba Wealth Management, Inc. | 3,665 | $47.8 萬 | 0.05% | −5−0.1% | 減碼 |
| Dougherty Wealth Advisers LLC | 3,674 | $47.9 萬 | 0.72% | 00.0% | 不變 |
| Collective Family Office LLC | 3,675 | $47.9 萬 | 0.20% | −1,369−27.1% | 減碼 |
| Shilanski & Associates, Inc. | 3,760 | $48.0 萬 | 0.22% | +2,092+125.4% | 加碼 |
| Kohmann Bosshard Financial Services, LLC | 3,694 | $48.1 萬 | 0.09% | 00.0% | 不變 |
| Horan Securities, Inc. | 3,697 | $48.2 萬 | 0.25% | +149+4.2% | 加碼 |
| High Pines Wealth Management, LLC | 3,698 | $48.2 萬 | 0.80% | +9+0.2% | 加碼 |
| OneAscent Financial Services LLC | 3,702 | $48.2 萬 | 0.20% | +1,850+99.9% | 加碼 |
| Nottingham Advisors, Inc. | 3,701 | $48.2 萬 | 0.06% | −309−7.7% | 減碼 |
| Financial Advisory Group | 3,706 | $48.3 萬 | 0.10% | +630+20.5% | 加碼 |
| IPG Investment Advisors LLC | 3,712 | $48.4 萬 | 0.11% | −4,500−54.8% | 減碼 |
| Hourglass Capital, LLC | 3,713 | $48.4 萬 | 0.17% | 00.0% | 不變 |
| Cahill Financial Advisors Inc | 3,714 | $48.4 萬 | 0.09% | −2,819−43.2% | 減碼 |
| Merriman Wealth Management, LLC | 3,737 | $48.7 萬 | 0.03% | −51−1.3% | 減碼 |
| Santori & Peters | 3,748 | $48.8 萬 | 0.26% | +13+0.3% | 加碼 |
| S.A. Mason LLC | 3,756 | $48.9 萬 | 0.36% | −155−4.0% | 減碼 |
| Laraway Financial Inc | 3,773 | $49.2 萬 | 0.50% | −300−7.4% | 減碼 |
| Caliber Wealth Management, LLC | 3,779 | $49.2 萬 | 0.37% | −11,770−75.7% | 減碼 |
| Tillman Hartley LLC | 3,779 | $49.2 萬 | 0.21% | 00.0% | 不變 |
| Wallington Asset Management, LLC | 3,784 | $49.3 萬 | 0.10% | 00.0% | 不變 |
| Domani Wealth, LLC | 3,793 | $49.4 萬 | 0.11% | +106+2.9% | 加碼 |
| LCM Capital Management Inc | 3,800 | $49.5 萬 | 0.43% | −23−0.6% | 減碼 |
| Dempze Nancy E | 3,808 | $49.6 萬 | 0.45% | 00.0% | 不變 |
| IVC Wealth Advisors LLC | 3,808 | $49.6 萬 | 0.35% | +70+1.9% | 加碼 |
| Coco Enterprises, LLC | 3,834 | $49.8 萬 | 0.40% | +324+9.2% | 加碼 |
| Sustainable Insight Capital Management, LLC | 3,824 | $49.8 萬 | 0.50% | +800+26.5% | 加碼 |
| Semus Wealth Partners LLC | 3,843 | $50.1 萬 | 0.54% | +213+5.9% | 加碼 |
| Yarger Wealth Strategies, LLC | 3,843 | $50.1 萬 | 0.55% | +24+0.6% | 加碼 |
| Algert Global LLC | 3,861 | $50.3 萬 | 0.02% | 00.0% | 不變 |
| Shapiro Capital Management LLC | 3,880 | $50.6 萬 | 0.01% | 00.0% | 不變 |
| Stelac Advisory Services LLC | 3,881 | $50.6 萬 | 0.22% | +90+2.4% | 加碼 |
| KilterHowling LLC | 3,884 | $50.6 萬 | 0.49% | +463+13.5% | 加碼 |
| Silverlake Wealth Management LLC | 3,886 | $50.6 萬 | 0.31% | −179−4.4% | 減碼 |
| Luts & Greenleigh Group, Inc | 3,892 | $50.7 萬 | 0.64% | +553+16.6% | 加碼 |
| Meridian Management Co | 3,894 | $50.7 萬 | 0.17% | −29,980−88.5% | 減碼 |
| LWMG, LLC | 3,895 | $50.8 萬 | 0.16% | −42−1.1% | 減碼 |
| O'Keefe Stevens Advisory, Inc. | 3,897 | $50.8 萬 | 0.25% | +902+30.1% | 加碼 |
| Park Circle Co | 3,900 | $50.8 萬 | 0.49% | 00.0% | 不變 |
| Diversified Portfolios, Inc. | 3,904 | $50.9 萬 | 0.11% | +3,904 | 新進 |
| Auto-Owners Insurance Co | 3,915 | $51.0 萬 | 0.02% | 00.0% | 不變 |
| Armstrong Advisory Group, Inc | 3,924 | $51.1 萬 | 0.06% | −9−0.2% | 減碼 |
| Atom Investors LP | 3,926 | $51.2 萬 | 0.28% | +1,134+40.6% | 加碼 |
| Tectonic Advisors LLC | 3,927 | $51.2 萬 | 0.07% | +627+19.0% | 加碼 |
| Paragon Capital Management Ltd | 3,929 | $51.2 萬 | 0.12% | +4+0.1% | 加碼 |
| Lumature Wealth Partners, LLC | 3,936 | $51.3 萬 | 0.29% | −17−0.4% | 減碼 |
| First Community Trust NA | 3,936 | $51.3 萬 | 0.61% | 00.0% | 不變 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,940 | $51.3 萬 | 0.08% | +186+5.0% | 加碼 |
| Heritage Investment Group, Inc. | 3,942 | $51.4 萬 | 0.16% | −318−7.5% | 減碼 |
| Westshore Wealth, LLC | 3,946 | $51.4 萬 | 0.27% | +97+2.5% | 加碼 |
| Pacific Center for Financial Services | 3,946 | $51.4 萬 | 0.18% | +3,946 | 新進 |
| Centric Wealth Management | 3,950 | $51.5 萬 | 0.22% | +10+0.3% | 加碼 |
| Alpha Financial Partners, LLC | 3,951 | $51.5 萬 | 0.58% | −372−8.6% | 減碼 |
| Sage Private Wealth Group, LLC | 3,953 | $51.5 萬 | 0.59% | +316+8.7% | 加碼 |
| Massachusetts Institute of Technology | 3,960 | $51.6 萬 | 0.08% | +3,960 | 新進 |
| Thomas Story & Son LLC | 3,965 | $51.7 萬 | 0.25% | 00.0% | 不變 |
| Tanager Wealth Management LLP | 3,972 | $51.8 萬 | 0.12% | −1,370−25.6% | 減碼 |
| Mascoma Wealth Management LLC | 3,745 | $51.8 萬 | 0.15% | +569+17.9% | 加碼 |
| Hassell Wealth Management, LLC | 3,764 | $51.8 萬 | 0.38% | 00.0% | 不變 |
| Arthur M. Cohen & Associates, LLC | 3,980 | $51.9 萬 | 0.14% | +10.0% | 加碼 |
| Derbend Asset Management | 3,984 | $51.9 萬 | 0.39% | −232−5.5% | 減碼 |
| Ellsworth Advisors, LLC | 3,997 | $52.1 萬 | 0.18% | +853+27.1% | 加碼 |
| Stanley-Laman Group, Ltd. | 4,000 | $52.1 萬 | 0.09% | 00.0% | 不變 |
| PMC FIG Opportunities LLC | 4,000 | $52.1 萬 | 3.32% | +4,000 | 新進 |
| Kaydan Wealth Management, Inc. | 4,006 | $52.2 萬 | 0.21% | +61+1.5% | 加碼 |
| Cranbrook Wealth Management, LLC | 4,015 | $52.3 萬 | 0.15% | +1,180+41.6% | 加碼 |
| Grey Street Capital, LLC | 4,034 | $52.6 萬 | 0.37% | +4,034 | 新進 |
| Sunburst Financial Group, LLC | 4,041 | $52.7 萬 | 0.19% | −153−3.6% | 減碼 |
| B.O.S.S. Retirement Advisors, LLC | 4,048 | $52.8 萬 | 0.12% | +1,190+41.6% | 加碼 |
| Financial Advisors, LLC | 4,056 | $52.9 萬 | 0.13% | 00.0% | 不變 |
| Keystone Wealth Services, LLC | 4,062 | $52.9 萬 | 0.22% | +126+3.2% | 加碼 |
| Frank, Rimerman Advisors LLC | 4,076 | $53.1 萬 | 0.15% | 00.0% | 不變 |
| Bender Robert & Associates | 4,078 | $53.1 萬 | 0.16% | −56−1.4% | 減碼 |
| Harbor Group, Inc. | 4,087 | $53.3 萬 | 0.32% | +405+11.0% | 加碼 |
| Oberweis Asset Management Inc | 4,092 | $53.3 萬 | 0.08% | +3+0.1% | 加碼 |
| Northstar Group, Inc. | 4,105 | $53.5 萬 | 0.14% | −10.0% | 減碼 |
| Investmark Advisory Group LLC | 4,122 | $53.7 萬 | 0.39% | −189−4.4% | 減碼 |
| Mogy Joel R Investment Counsel Inc | 4,141 | $54.0 萬 | 0.05% | 00.0% | 不變 |
| Granite Harbor Advisors, Inc. | 4,144 | $54.0 萬 | 0.49% | +401+10.7% | 加碼 |
| HC Advisors, LLC | 4,156 | $54.2 萬 | 0.33% | +621+17.6% | 加碼 |
| S. R. Schill & Associates | 4,159 | $54.2 萬 | 0.25% | +11+0.3% | 加碼 |
| CM Wealth Advisors LLC | 3,981 | $54.3 萬 | 0.11% | +216+5.7% | 加碼 |
| TrueWealth Advisors, LLC | 4,175 | $54.4 萬 | 0.23% | +416+11.1% | 加碼 |
| Astoria Portfolio Advisors LLC. | 4,237 | $54.4 萬 | 0.23% | −384−8.3% | 減碼 |
| Affinity Capital Advisors, LLC | 4,184 | $54.5 萬 | 0.17% | −76−1.8% | 減碼 |
| Aveo Capital Partners, LLC | 4,191 | $54.6 萬 | 0.07% | +189+4.7% | 加碼 |
| Cottonwood Capital Advisors, LLC | 4,193 | $54.6 萬 | 0.50% | +5+0.1% | 加碼 |
| VELA Investment Management, LLC | 4,193 | $54.6 萬 | 0.25% | +881+26.6% | 加碼 |
| Sterling Group Wealth Management, LLC | 4,204 | $54.8 萬 | 0.52% | −76−1.8% | 減碼 |
| Portland Global Advisors LLC | 4,214 | $54.9 萬 | 0.09% | −1,359−24.4% | 減碼 |
| Alan B. Lancz & Associates, Inc. | 4,233 | $55.2 萬 | 0.57% | 00.0% | 不變 |