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
- 3,613
- 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 1,652 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 | 5,103 | $5,721 億 |
| 2025 年第 4 季 | 5,155 | $6,395 億 |
| 2025 年第 3 季 | 4,766 | $6,180 億 |
| 2025 年第 2 季 | 4,753 | $5,824 億 |
| 2025 年第 1 季 | 4,680 | $4,946 億 |
| 2024 年第 4 季 | 4,680 | $4,900 億 |
| 2024 年第 3 季 | 4,216 | $4,294 億 |
| 2024 年第 2 季 | 4,182 | $4,162 億 |
| 2024 年第 1 季 | 4,121 | $4,145 億 |
| 2023 年第 4 季 | 4,002 | $3,518 億 |
| 2023 年第 3 季 | 3,711 | $2,970 億 |
| 2023 年第 2 季 | 3,673 | $2,976 億 |
| 2023 年第 1 季 | 3,613 | $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 | 3,520 | $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 |
|---|---|---|---|---|---|
| CJM Wealth Advisers, Ltd. | 4,946 | $64.4 萬 | 0.37% | +3+0.1% | 加碼 |
| Landaas & Co | 4,950 | $64.5 萬 | 0.31% | +4+0.1% | 加碼 |
| Benson Investment Management Company, Inc. | 4,950 | $64.5 萬 | 0.37% | 00.0% | 不變 |
| Trinity Legacy Partners, LLC | 4,953 | $64.5 萬 | 0.24% | −1,061−17.6% | 減碼 |
| Taylor Hoffman Wealth Management | 4,954 | $64.6 萬 | 0.35% | +108+2.2% | 加碼 |
| One River Asset Management, LLC | 5,002 | $64.6 萬 | 0.48% | +2,337+87.7% | 加碼 |
| Alliance Wealth Advisors, LLC | 4,967 | $64.7 萬 | 0.49% | +136+2.8% | 加碼 |
| Integral Investment Advisors, Inc. | 4,987 | $65.0 萬 | 0.46% | −395−7.3% | 減碼 |
| Lee Financial Co | 4,993 | $65.1 萬 | 0.11% | +88+1.8% | 加碼 |
| Sandy Cove Advisors, LLC | 4,997 | $65.1 萬 | 0.47% | 00.0% | 不變 |
| Black Swift Group, LLC | 15,000 | $65.2 萬 | 0.23% | −10,000−40.0% | 減碼 |
| JBF Capital, Inc. | 5,000 | $65.2 萬 | 0.15% | 00.0% | 不變 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 5,000 | $65.2 萬 | 0.67% | 00.0% | 不變 |
| Omnia Family Wealth, LLC | 5,003 | $65.2 萬 | 0.50% | +59+1.2% | 加碼 |
| Eagle Harbor Asset Management Inc | 5,020 | $65.4 萬 | 0.89% | +111+2.3% | 加碼 |
| Tranquilli Financial Advisor LLC | 5,024 | $65.5 萬 | 0.49% | +254+5.3% | 加碼 |
| Seelaus Asset Management LLC | 4,629 | $65.5 萬 | 0.49% | +2,996+183.5% | 加碼 |
| Rappaport Reiches Capital Management, LLC | 5,035 | $65.6 萬 | 0.29% | −3,448−40.6% | 減碼 |
| Aua Capital Management, LLC | 5,042 | $65.7 萬 | 0.44% | 00.0% | 不變 |
| Diligent Investors, LLC | 5,050 | $65.8 萬 | 0.20% | +593+13.3% | 加碼 |
| Oxler Private Wealth LLC | 5,054 | $65.8 萬 | 0.33% | −3,104−38.0% | 減碼 |
| Campion Asset Management LLC | 5,065 | $66.0 萬 | 0.62% | +241+5.0% | 加碼 |
| Future Financial Wealth Managment LLC | 5,101 | $66.4 萬 | 0.73% | −15−0.3% | 減碼 |
| Retirement Planning Group | 5,118 | $66.7 萬 | 0.07% | +124+2.5% | 加碼 |
| West Bancorporation Inc | 5,124 | $66.8 萬 | 0.51% | −487−8.7% | 減碼 |
| Financial Partners Group, Inc | 5,127 | $66.8 萬 | 0.15% | −62−1.2% | 減碼 |
| Capital Management Associates | 5,132 | $66.9 萬 | 1.02% | −3,371−39.6% | 減碼 |
| Benedetti & Gucer, Inc. | 5,176 | $67.4 萬 | 0.39% | +5,176 | 新進 |
| Tortoise Investment Management, LLC | 5,189 | $67.6 萬 | 0.11% | +10.0% | 加碼 |
| Drake & Associates, LLC | 5,194 | $67.7 萬 | 0.33% | +1,784+52.3% | 加碼 |
| Signature Estate & Investment Advisors LLC | 5,203 | $67.7 萬 | 0.02% | +156+3.1% | 加碼 |
| Perritt Capital Management Inc | 5,198 | $67.7 萬 | 0.38% | −202−3.7% | 減碼 |
| Belmont Capital, LLC | 5,204 | $67.8 萬 | 0.56% | 00.0% | 不變 |
| Rational Advisors LLC | 5,206 | $67.8 萬 | 0.06% | +692+15.3% | 加碼 |
| Michael B. Yongue | 5,228 | $68.1 萬 | 0.65% | −310−5.6% | 減碼 |
| LVZ Advisors, Inc. | 5,230 | $68.1 萬 | 0.10% | +484+10.2% | 加碼 |
| Westside Investment Management, Inc. | 5,229 | $68.2 萬 | 0.20% | +100+1.9% | 加碼 |
| Tributary Capital Management, LLC | 5,242 | $68.3 萬 | 0.06% | −100−1.9% | 減碼 |
| Alliance Wealth Management Group | 5,242 | $68.3 萬 | 0.23% | 00.0% | 不變 |
| Hofer & Associates. Inc | 5,094 | $68.3 萬 | 0.68% | 00.0% | 不變 |
| Versor Investments LP | 5,274 | $68.7 萬 | 0.09% | −515−8.9% | 減碼 |
| Eaton Financial Holdings Company, LLC | 5,280 | $68.8 萬 | 0.54% | −426−7.5% | 減碼 |
| Gordian Capital Singapore Pte Ltd | 5,278 | $68.8 萬 | 1.17% | −739−12.3% | 減碼 |
| Menard Financial Group LLC | 5,281 | $68.8 萬 | 1.59% | −388−6.8% | 減碼 |
| Ssi Investment Management LLC | 5,284 | $68.9 萬 | 0.05% | −5,163−49.4% | 減碼 |
| Rede Wealth, LLC | 5,288 | $68.9 萬 | 0.36% | +20.0% | 加碼 |
| F/M Investments LLC | 5,289 | $68.9 萬 | 0.70% | −12,425−70.1% | 減碼 |
| McNaughton Wealth Management, LLC | 5,294 | $69.0 萬 | 0.46% | −148−2.7% | 減碼 |
| St. Clair Advisors, LLC | 5,301 | $69.1 萬 | 0.30% | +3,000+130.4% | 加碼 |
| Westwood Management Corp | 5,300 | $69.1 萬 | 0.09% | −960−15.3% | 減碼 |
| Silver Oak Securities, Inc | 5,303 | $69.1 萬 | 0.11% | −377−6.6% | 減碼 |
| GPS Wealth Strategies Group, LLC | 5,304 | $69.1 萬 | 0.14% | +5,304 | 新進 |
| Spartan Fund Management Inc. | 5,312 | $69.2 萬 | 0.32% | +1,000+23.2% | 加碼 |
| Cidel Asset Management Inc | 5,323 | $69.4 萬 | 0.03% | +53+1.0% | 加碼 |
| Buttonwood Financial Advisors Inc. | 5,344 | $69.6 萬 | 0.54% | +10.0% | 加碼 |
| Walled Lake Planning & Wealth Management, LLC | 5,347 | $69.7 萬 | 0.36% | +5,347 | 新進 |
| Callan Family Office, LLC | 5,347 | $69.7 萬 | 0.17% | +3,153+143.7% | 加碼 |
| Delta Investment Management, LLC | 5,347 | $69.7 萬 | 0.20% | −121−2.2% | 減碼 |
| TD Ameritrade Investment Management, LLC | 5,352 | $69.7 萬 | 0.01% | −1,505−21.9% | 減碼 |
| Copperwynd Financial, LLC | 5,362 | $69.9 萬 | 0.36% | −14,933−73.6% | 減碼 |
| Carlson Capital Management | 5,371 | $70.0 萬 | 0.05% | +20+0.4% | 加碼 |
| Strong Tower Advisory Services | 5,380 | $70.1 萬 | 0.37% | +231+4.5% | 加碼 |
| Wilkins Investment Counsel Inc | 5,398 | $70.3 萬 | 0.18% | −100−1.8% | 減碼 |
| Port Capital LLC | 5,406 | $70.4 萬 | 0.05% | −1,119−17.1% | 減碼 |
| Eagle Strategies LLC | 5,420 | $70.6 萬 | 0.18% | +62+1.2% | 加碼 |
| Investment House LLC | 5,426 | $70.7 萬 | 0.06% | +241+4.6% | 加碼 |
| Crumly & Associates Inc. | 5,432 | $70.8 萬 | 0.31% | +662+13.9% | 加碼 |
| Interchange Capital Partners, LLC | 5,477 | $70.8 萬 | 0.39% | +5,477 | 新進 |
| Werba Rubin Papier Wealth Management | 5,437 | $70.8 萬 | 0.28% | +267+5.2% | 加碼 |
| High Falls Advisors, Inc | 5,440 | $70.9 萬 | 0.21% | +90+1.7% | 加碼 |
| Grant Street Asset Management, Inc. | 5,446 | $71.0 萬 | 0.29% | 00.0% | 不變 |
| Kingfisher Capital LLC | 5,455 | $71.1 萬 | 0.19% | +33+0.6% | 加碼 |
| Firestone Capital Management | 5,463 | $71.2 萬 | 0.26% | +2,000+57.8% | 加碼 |
| E Fund Management Co., Ltd. | 5,464 | $71.2 萬 | 0.05% | −215−3.8% | 減碼 |
| Triumph Capital Management | 5,497 | $71.6 萬 | 0.37% | +1,142+26.2% | 加碼 |
| Financial Consulate, Inc | 5,503 | $71.7 萬 | 0.25% | +334+6.5% | 加碼 |
| Bellevue Asset Management, LLC | 5,504 | $71.7 萬 | 0.49% | −72−1.3% | 減碼 |
| Credential Qtrade Securities Inc. | 5,513 | $71.8 萬 | 0.05% | +2,265+69.7% | 加碼 |
| Bay Rivers Group | 5,524 | $72.0 萬 | 0.63% | +360+7.0% | 加碼 |
| Trust Co of Oklahoma | 5,536 | $72.1 萬 | 0.28% | +98+1.8% | 加碼 |
| Allie Family Office LLC | 5,541 | $72.2 萬 | 0.54% | 00.0% | 不變 |
| Great Point Wealth Advisors, LLC | 5,551 | $72.3 萬 | 0.23% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 5,556 | $72.4 萬 | 0.08% | −56−1.0% | 減碼 |
| Hoey Investments, Inc | 5,570 | $72.6 萬 | 0.29% | +2,587+86.7% | 加碼 |
| Eagle Bay Advisors LLC | 5,575 | $72.6 萬 | 0.40% | −703−11.2% | 減碼 |
| Moller Financial Services | 5,576 | $72.7 萬 | 0.22% | 00.0% | 不變 |
| Mosaic Family Wealth Partners, LLC | 5,578 | $72.7 萬 | 0.15% | −40−0.7% | 減碼 |
| Crewe Advisors LLC | 5,583 | $72.8 萬 | 0.11% | −401−6.7% | 減碼 |
| KLR Investment Advisors, LLC | 5,590 | $72.8 萬 | 0.64% | +506+10.0% | 加碼 |
| Southland Equity Partners LLC | 5,600 | $73.0 萬 | 0.29% | +77+1.4% | 加碼 |
| Hamilton Capital, LLC | 5,603 | $73.0 萬 | 0.05% | −1,008−15.2% | 減碼 |
| Sandbox Financial Partners, LLC | 5,611 | $73.1 萬 | 0.44% | +89+1.6% | 加碼 |
| Burt Wealth Advisors | 5,614 | $73.2 萬 | 0.23% | +43+0.8% | 加碼 |
| 5th Street Advisors, LLC | 5,633 | $73.4 萬 | 0.57% | +41+0.7% | 加碼 |
| Capital City Trust Co | 5,639 | $73.5 萬 | 0.23% | +879+18.5% | 加碼 |
| PBMares Wealth Management LLC | 5,657 | $73.7 萬 | 0.27% | +50+0.9% | 加碼 |
| Vision Capital Management, Inc. | 5,673 | $73.9 萬 | 0.13% | −273−4.6% | 減碼 |
| Alpha Family Trust | 5,675 | $74.0 萬 | 0.59% | −335−5.6% | 減碼 |
| Kennedy Investment Group | 5,676 | $74.0 萬 | 0.45% | +724+14.6% | 加碼 |
| Powers Advisory Group, LLC | 5,686 | $74.1 萬 | 0.52% | −77−1.3% | 減碼 |