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 |
|---|---|---|---|---|---|
| Strategy Asset Managers LLC | 74,470 | $970.4 萬 | 2.37% | +2,872+4.0% | 加碼 |
| North Star Asset Management Inc | 74,233 | $967.3 萬 | 0.57% | +12,601+20.4% | 加碼 |
| Altrafin AG | 74,174 | $966.6 萬 | 4.75% | +4,053+5.8% | 加碼 |
| Vestor Capital, LLC | 73,872 | $962.6 萬 | 1.13% | +20,133+37.5% | 加碼 |
| Gyroscope Capital Management Group, LLC | 73,852 | $962.4 萬 | 2.45% | +3,317+4.7% | 加碼 |
| WoodTrust Financial Corp | 73,822 | $962.0 萬 | 1.87% | +1,215+1.7% | 加碼 |
| Perigon Wealth Management, LLC | 73,788 | $961.5 萬 | 0.55% | +1,643+2.3% | 加碼 |
| Spinnaker Trust | 73,513 | $957.9 萬 | 0.73% | +894+1.2% | 加碼 |
| Beach Investment Counsel Inc | 73,384 | $956.3 萬 | 1.27% | −12,536−14.6% | 減碼 |
| Alyeska Investment Group, L.P. | 73,317 | $955.4 萬 | 0.08% | −283,651−79.5% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 72,989 | $951.1 萬 | 0.87% | +5,161+7.6% | 加碼 |
| Legacy Private Trust Co. | 72,986 | $951.1 萬 | 0.81% | +574+0.8% | 加碼 |
| Cohen Klingenstein LLC | 72,700 | $947.4 萬 | 0.44% | 00.0% | 不變 |
| Trust Co of Toledo NA | 72,613 | $946.2 萬 | 1.69% | +442+0.6% | 加碼 |
| Meiji Yasuda Life Insurance Co | 72,047 | $938.8 萬 | 0.18% | +6,844+10.5% | 加碼 |
| Ally Financial Inc. | 72,000 | $938.2 萬 | 1.39% | −39,000−35.1% | 減碼 |
| JCIC Asset Management Inc. | 71,906 | $937.0 萬 | 4.36% | +1,243+1.8% | 加碼 |
| Twin Capital Management Inc | 71,828 | $936.0 萬 | 1.28% | −8,424−10.5% | 減碼 |
| Griffin Asset Management, Inc. | 71,826 | $936.0 萬 | 1.31% | +2,334+3.4% | 加碼 |
| Caldwell Trust Co | 71,309 | $929.2 萬 | 1.29% | −2,196−3.0% | 減碼 |
| Northern Oak Wealth Management Inc | 71,286 | $928.9 萬 | 1.11% | +2,082+3.0% | 加碼 |
| Tompkins Financial Corp | 71,241 | $928.3 萬 | 1.51% | −65−0.1% | 減碼 |
| Quantinno Capital Management LP | 71,224 | $928.1 萬 | 0.61% | +4,757+7.2% | 加碼 |
| Greenwood Capital Associates LLC | 71,176 | $927.5 萬 | 1.33% | +300.0% | 加碼 |
| Bank of Nova Scotia Trust Co | 70,904 | $924.0 萬 | 1.02% | −99,384−58.4% | 減碼 |
| Allied Investment Advisors, LLC | 70,883 | $923.7 萬 | 2.86% | +1,436+2.1% | 加碼 |
| Gladstone Institutional Advisory LLC | 70,491 | $918.6 萬 | 0.59% | +12,206+20.9% | 加碼 |
| Woodstock Corp | 70,489 | $918.5 萬 | 1.17% | +56+0.1% | 加碼 |
| Pettee Investors, Inc. | 70,407 | $917.5 萬 | 4.40% | −172−0.2% | 減碼 |
| Siemens Fonds Invest GmbH | 70,342 | $916.6 萬 | 0.96% | −3,745−5.1% | 減碼 |
| Sumitomo Mitsui Financial Group, Inc. | 70,146 | $914.1 萬 | 0.29% | +1,927+2.8% | 加碼 |
| Wellington Shields Capital Management, LLC | 173,364 | $911.1 萬 | 1.10% | −6,294−3.5% | 減碼 |
| Buckley Wealth Management, LLC | 69,768 | $909.1 萬 | 3.35% | −2,801−3.9% | 減碼 |
| Vestcor Inc | 69,301 | $903.1 萬 | 0.33% | −267−0.4% | 減碼 |
| Mount Yale Investment Advisors, LLC | 69,203 | $901.8 萬 | 1.01% | −755−1.1% | 減碼 |
| Freemont Management S.A. | 69,100 | $900.4 萬 | 1.33% | 00.0% | 不變 |
| Buffington Mohr McNeal | 69,075 | $900.1 萬 | 2.06% | +1,583+2.3% | 加碼 |
| Pettyjohn, Wood & White, Inc | 68,880 | $897.6 萬 | 2.19% | +602+0.9% | 加碼 |
| Xcel Wealth Management, LLC | 68,838 | $897.0 萬 | 3.16% | −199−0.3% | 減碼 |
| Boston Financial Mangement LLC | 68,700 | $895.2 萬 | 0.35% | +3,866+6.0% | 加碼 |
| Heritage Trust Co | 68,344 | $890.6 萬 | 1.40% | +139+0.2% | 加碼 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 69,141 | $890.2 萬 | 0.72% | −65,749−48.7% | 減碼 |
| Graves-Light Private Wealth Management, Inc. | 67,864 | $884.3 萬 | 1.37% | −516−0.8% | 減碼 |
| Ropes Wealth Advisors LLC | 67,670 | $881.8 萬 | 1.59% | +3,724+5.8% | 加碼 |
| Oak Harvest Investment Services | 67,650 | $881.5 萬 | 2.03% | +4,070+6.4% | 加碼 |
| Journey Advisory Group, LLC | 67,566 | $880.5 萬 | 1.39% | +4,879+7.8% | 加碼 |
| DuPont Capital Management Corp | 67,448 | $878.9 萬 | 0.42% | +18,562+38.0% | 加碼 |
| Ar Asset Management Inc | 67,431 | $878.7 萬 | 2.37% | −100−0.1% | 減碼 |
| Laurel Wealth Advisors LLC | 67,069 | $874.0 萬 | 1.86% | +1,544+2.4% | 加碼 |
| Barbara Oil Co. | 67,000 | $873.1 萬 | 4.18% | 00.0% | 不變 |
| Texas Capital Bank Wealth Management Services Inc | 66,387 | $865.1 萬 | 1.00% | −385−0.6% | 減碼 |
| Invictus Private Wealth, LLC | 66,140 | $861.9 萬 | 1.01% | −1,118−1.7% | 減碼 |
| One Capital Management, LLC | 65,961 | $859.5 萬 | 0.42% | +3,576+5.7% | 加碼 |
| Farmers National Bank | 65,907 | $858.8 萬 | 3.04% | +1,288+2.0% | 加碼 |
| Dynamic Advisor Solutions LLC | 65,809 | $857.6 萬 | 0.50% | +652+1.0% | 加碼 |
| Camden Capital, LLC | 65,754 | $856.8 萬 | 1.27% | −213−0.3% | 減碼 |
| Visionary Wealth Advisors | 65,716 | $856.3 萬 | 0.73% | −1,102−1.6% | 減碼 |
| Strategic Wealth Designers | 65,579 | $854.6 萬 | 1.58% | +6,943+11.8% | 加碼 |
| Global Retirement Partners, LLC | 62,708 | $852.7 萬 | 0.45% | +14,184+29.2% | 加碼 |
| Cypress Capital Group | 65,255 | $850.3 萬 | 1.31% | −9,644−12.9% | 減碼 |
| Dorchester Wealth Management Co | 65,219 | $849.9 萬 | 1.75% | +8,334+14.7% | 加碼 |
| Discovery Capital Management, LLC | 65,200 | $849.6 萬 | 1.15% | +65,200 | 新進 |
| Bank of Hawaii | 65,083 | $848.1 萬 | 0.49% | +5,774+9.7% | 加碼 |
| Hills Bank & Trust Co | 64,962 | $846.5 萬 | 1.17% | +1,433+2.3% | 加碼 |
| Skylands Capital, LLC | 64,850 | $845.1 萬 | 1.24% | 00.0% | 不變 |
| Stokes Family Office, LLC | 64,670 | $842.7 萬 | 1.05% | −50.0% | 減碼 |
| Hyperion Capital Advisors LP | 64,624 | $842.1 萬 | 4.05% | 00.0% | 不變 |
| Motley Fool Asset Management LLC | 64,610 | $841.9 萬 | 0.93% | −687−1.1% | 減碼 |
| Constitution Capital LLC | 64,557 | $841.2 萬 | 5.10% | −18,776−22.5% | 減碼 |
| Naples Global Advisors, LLC | 64,194 | $836.5 萬 | 1.04% | +1,107+1.8% | 加碼 |
| Intact Investment Management Inc. | 64,100 | $835.3 萬 | 0.34% | −21,000−24.7% | 減碼 |
| Chemung Canal Trust Co | 64,087 | $835.1 萬 | 1.92% | +29,158+83.5% | 加碼 |
| Wells Trecaso Financial Group, LLC | 64,054 | $834.7 萬 | 3.86% | +827+1.3% | 加碼 |
| BKD Wealth Advisors, LLC | 63,939 | $833.2 萬 | 0.27% | +630+1.0% | 加碼 |
| Live Oak Private Wealth LLC | 63,906 | $832.8 萬 | 1.72% | +3,897+6.5% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 63,869 | $832.3 萬 | 0.73% | −3,049−4.6% | 減碼 |
| Davis-Rea Ltd. | 63,723 | $830.4 萬 | 5.01% | −1,453−2.2% | 減碼 |
| Meritage Portfolio Management | 63,665 | $829.6 萬 | 0.62% | +12,238+23.8% | 加碼 |
| Princeton Global Asset Management LLC | 63,597 | $828.7 萬 | 2.39% | +6,401+11.2% | 加碼 |
| Hoertkorn Richard Charles | 63,423 | $826.5 萬 | 4.27% | −400−0.6% | 減碼 |
| Boston Family Office LLC | 63,415 | $826.4 萬 | 0.66% | −7,208−10.2% | 減碼 |
| Inlet Private Wealth, LLC | 63,206 | $823.6 萬 | 2.14% | −447−0.7% | 減碼 |
| Bridgecreek Investment Management, LLC | 63,190 | $823.4 萬 | 1.70% | −800−1.3% | 減碼 |
| Fagan Associates, Inc. | 63,155 | $823.0 萬 | 2.05% | −951−1.5% | 減碼 |
| Buckingham Strategic Wealth, LLC | 61,215 | $820.9 萬 | 0.15% | 00.0% | 不變 |
| Caas Capital Management LP | 62,909 | $819.8 萬 | 2.65% | +62,909 | 新進 |
| Baldwin Brothers Inc | 62,749 | $817.7 萬 | 0.71% | +824+1.3% | 加碼 |
| Clough Capital Partners L P | 62,500 | $814.4 萬 | 0.88% | 00.0% | 不變 |
| Sara-Bay Financial | 62,486 | $814.3 萬 | 4.16% | −2,453−3.8% | 減碼 |
| Moody National Bank Trust Division | 62,476 | $814.1 萬 | 0.70% | +461+0.7% | 加碼 |
| Thoroughbred Financial Services, LLC | 62,425 | $813.4 萬 | 1.20% | −247−0.4% | 減碼 |
| Tower Research Capital LLC (TRC) | 62,401 | $813.1 萬 | 0.26% | −1,203−1.9% | 減碼 |
| Venator Management LLC | 62,310 | $812.0 萬 | 3.35% | +535+0.9% | 加碼 |
| Boyer & Corporon Wealth Management, LLC | 62,150 | $809.9 萬 | 2.57% | +6,173+11.0% | 加碼 |
| Alerus Financial NA | 61,941 | $807.2 萬 | 0.72% | −749−1.2% | 減碼 |
| Ballentine Partners, LLC | 61,808 | $805.4 萬 | 0.20% | +2,104+3.5% | 加碼 |
| Cypress Asset Management Inc | 61,802 | $805.3 萬 | 2.78% | −842−1.3% | 減碼 |
| Carmel Capital Management L.L.C. | 61,753 | $804.7 萬 | 4.60% | +180+0.3% | 加碼 |
| David Loasby | 63,129 | $804.7 萬 | 0.93% | +21,295+50.9% | 加碼 |
| Stratos Wealth Advisors, LLC | 61,744 | $804.6 萬 | 0.62% | −2,628−4.1% | 減碼 |