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 |
|---|---|---|---|---|---|
| Foundations Investment Advisors, LLC | 61,500 | $801.4 萬 | 0.29% | +25,890+72.7% | 加碼 |
| BancorpSouth Bank | 61,424 | $800.4 萬 | 0.74% | −3,785−5.8% | 減碼 |
| HGK Asset Management Inc | 61,267 | $798.4 萬 | 2.48% | +8,333+15.7% | 加碼 |
| Pioneer Trust Bank N A | 61,221 | $797.8 萬 | 2.35% | −2,647−4.1% | 減碼 |
| Camden National Bank | 61,196 | $797.4 萬 | 1.62% | −2,632−4.1% | 減碼 |
| Signaturefd, LLC | 61,156 | $796.9 萬 | 0.22% | +3,057+5.3% | 加碼 |
| Barometer Capital Management Inc. | 61,588 | $796.3 萬 | 2.04% | +2,950+5.0% | 加碼 |
| Chicago Capital, LLC | 61,068 | $795.8 萬 | 0.40% | −942−1.5% | 減碼 |
| IFP Advisors, Inc | 94,059 | $793.8 萬 | 0.38% | −34,148−26.6% | 減碼 |
| HighTower Trust Services, LTA | 59,106 | $790.0 萬 | 0.77% | −4,758−7.5% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 60,612 | $789.8 萬 | 1.08% | −2,339−3.7% | 減碼 |
| Royal Fund Management, LLC | 60,470 | $788.0 萬 | 1.19% | +928+1.6% | 加碼 |
| Zuckerman Investment Group, LLC | 60,367 | $786.6 萬 | 1.19% | +261+0.4% | 加碼 |
| Plimoth Trust Co LLC | 60,102 | $783.2 萬 | 2.43% | −719−1.2% | 減碼 |
| Stolper Co | 60,042 | $782.4 萬 | 3.35% | +382+0.6% | 加碼 |
| Nwi Management LP | 60,000 | $781.9 萬 | 1.24% | 00.0% | 不變 |
| Lynch & Associates | 59,809 | $779.4 萬 | 2.04% | +845+1.4% | 加碼 |
| Fulcrum Capital LLC | 59,652 | $777.3 萬 | 2.09% | +116+0.2% | 加碼 |
| XML Financial, LLC | 59,388 | $773.9 萬 | 0.94% | −823−1.4% | 減碼 |
| Spire Wealth Management | 59,368 | $773.6 萬 | 0.30% | +19,772+49.9% | 加碼 |
| Terry L. Blaker | 59,239 | $771.9 萬 | 0.69% | +5,324+9.9% | 加碼 |
| Burney Co | 59,141 | $770.7 萬 | 0.38% | +446+0.8% | 加碼 |
| Pathstone Family Office, LLC | 60,703 | $769.3 萬 | 0.12% | −50,899−45.6% | 減碼 |
| Bard Financial Services, Inc. | 58,940 | $768.0 萬 | 0.61% | +175+0.3% | 加碼 |
| First Western Trust Bank | 58,822 | $766.5 萬 | 0.40% | +2,194+3.9% | 加碼 |
| Citizens Business Bank | 58,786 | $766.0 萬 | 1.76% | −1,306−2.2% | 減碼 |
| Wright Investors Service Inc | 58,677 | $764.6 萬 | 2.17% | +3,814+7.0% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 58,591 | $763.5 萬 | 0.55% | −865−1.5% | 減碼 |
| Sowell Financial Services LLC | 58,568 | $763.2 萬 | 0.59% | −10,833−15.6% | 減碼 |
| Artemis Investment Management LLP | 58,636 | $762.3 萬 | 0.09% | −9,066−13.4% | 減碼 |
| Gotham Asset Management, LLC | 58,429 | $761.4 萬 | 0.18% | −10,177−14.8% | 減碼 |
| Boyar Asset Management Inc. | 58,115 | $757.3 萬 | 5.84% | −71−0.1% | 減碼 |
| Sumitomo Life Insurance Co | 58,015 | $756.0 萬 | 0.64% | −866−1.5% | 減碼 |
| Veriti Management LLC | 57,994 | $755.7 萬 | 0.90% | +2,413+4.3% | 加碼 |
| Perennial Advisors, LLC | 57,952 | $755.2 萬 | 2.16% | −685−1.2% | 減碼 |
| Hartford Financial Management Inc. | 57,929 | $754.9 萬 | 1.95% | −678−1.2% | 減碼 |
| Sigma Investment Counselors Inc | 57,773 | $752.8 萬 | 0.58% | −2,398−4.0% | 減碼 |
| Miracle Mile Advisors, LLC | 57,756 | $752.6 萬 | 0.24% | +415+0.7% | 加碼 |
| Douglass Winthrop Advisors, LLC | 57,601 | $750.6 萬 | 0.19% | −1,390−2.4% | 減碼 |
| Walter & Keenan Financial Consulting Co | 57,563 | $750.1 萬 | 2.85% | −2,062−3.5% | 減碼 |
| Apriem Advisors | 57,526 | $749.6 萬 | 1.20% | +76+0.1% | 加碼 |
| Rocky Mountain Advisers, LLC | 57,440 | $748.5 萬 | 3.99% | 00.0% | 不變 |
| Symmetry Partners, LLC | 57,330 | $747.1 萬 | 0.41% | +35,420+161.7% | 加碼 |
| Martin Capital Partners, LLC | 57,287 | $746.5 萬 | 3.10% | +1,312+2.3% | 加碼 |
| Paradiem, LLC | 57,266 | $746.2 萬 | 2.32% | 00.0% | 不變 |
| NatWest Group plc | 57,240 | $745.9 萬 | 4.03% | +27,855+94.8% | 加碼 |
| D L Carlson Investment Group Inc | 57,192 | $745.3 萬 | 1.69% | −5,957−9.4% | 減碼 |
| Mark Stevens | 57,079 | $743.8 萬 | 0.95% | −3,226−5.3% | 減碼 |
| Mengis Capital Management, Inc. | 57,065 | $743.6 萬 | 1.57% | −80.0% | 減碼 |
| Cyrus J. Lawrence, LLC | 57,044 | $743.3 萬 | 2.16% | −90−0.2% | 減碼 |
| Independent Investors Inc | 56,949 | $742.1 萬 | 1.84% | 00.0% | 不變 |
| Family Capital Trust Co | 56,721 | $739.1 萬 | 2.86% | −229−0.4% | 減碼 |
| Evexia Wealth LLC | 54,140 | $738.9 萬 | 3.98% | +54,140 | 新進 |
| Arrow Financial Corp | 56,674 | $738.5 萬 | 0.96% | −847−1.5% | 減碼 |
| Harvey Capital Management Inc | 56,652 | $738.2 萬 | 2.91% | −600−1.0% | 減碼 |
| Harrell Investment Partners, LLC | 56,574 | $738.1 萬 | 2.63% | +3,616+6.8% | 加碼 |
| Radnor Capital Management, LLC | 56,483 | $736.0 萬 | 1.94% | +1,678+3.1% | 加碼 |
| Sompo Asset Management Co., Ltd. | 56,400 | $734.9 萬 | 1.55% | +1,260+2.3% | 加碼 |
| Security Asset Management | 55,936 | $728.9 萬 | 4.26% | −5,626−9.1% | 減碼 |
| M&R Capital Management Inc | 55,909 | $727.6 萬 | 2.04% | +440+0.8% | 加碼 |
| Old Second National Bank of Aurora | 55,674 | $725.5 萬 | 2.12% | −4,864−8.0% | 減碼 |
| Soltis Investment Advisors LLC | 55,611 | $724.7 萬 | 0.92% | +7,479+15.5% | 加碼 |
| First Hawaiian Bank | 55,514 | $723.4 萬 | 0.25% | +935+1.7% | 加碼 |
| Pine Ridge Advisers LLC | 55,500 | $723.2 萬 | 1.51% | 00.0% | 不變 |
| Pentwater Capital Management LP | 55,500 | $723.2 萬 | 0.12% | +30,000+117.6% | 加碼 |
| Pittenger & Anderson Inc | 55,442 | $722.5 萬 | 0.37% | +399+0.7% | 加碼 |
| Investment Management of Virginia LLC | 55,268 | $720.2 萬 | 1.37% | +869+1.6% | 加碼 |
| EagleClaw Capital Managment, LLC | 55,227 | $719.7 萬 | 1.70% | +1,715+3.2% | 加碼 |
| Merit Financial Group, LLC | 55,146 | $718.6 萬 | 0.26% | +1,464+2.7% | 加碼 |
| FDx Advisors, Inc. | 53,587 | $718.6 萬 | 0.31% | 00.0% | 不變 |
| Cutler Group LP | 54,858 | $714.8 萬 | 1.12% | −2,353−4.1% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 54,843 | $714.7 萬 | 0.50% | +6,963+14.5% | 加碼 |
| Ballast Advisors LLC | 54,748 | $713.4 萬 | 2.85% | −367−0.7% | 減碼 |
| Compass Wealth Management LLC | 54,627 | $711.8 萬 | 2.26% | −120−0.2% | 減碼 |
| Lakeview Capital Partners, LLC | 52,251 | $710.9 萬 | 2.21% | +488+0.9% | 加碼 |
| River Wealth Advisors LLC | 54,479 | $709.9 萬 | 1.29% | +1,069+2.0% | 加碼 |
| Bernzott Capital Advisors | 54,477 | $709.9 萬 | 1.47% | −13,577−20.0% | 減碼 |
| Procyon Private Wealth Partners, LLC | 54,447 | $709.5 萬 | 1.18% | +5,162+10.5% | 加碼 |
| Capstone Financial Advisors, Inc. | 54,422 | $709.2 萬 | 0.56% | +277+0.5% | 加碼 |
| Fundamentun, LLC | 54,350 | $708.2 萬 | 1.19% | −1,511−2.7% | 減碼 |
| Bray Capital Advisors | 54,273 | $707.2 萬 | 2.06% | −139−0.3% | 減碼 |
| Cardinal Capital Management | 54,210 | $706.4 萬 | 1.47% | +282+0.5% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 54,175 | $706.0 萬 | 0.08% | −2,563−4.5% | 減碼 |
| Next Level Private LLC | 54,131 | $705.4 萬 | 5.55% | +913+1.7% | 加碼 |
| AMG National Trust Bank | 53,984 | $703.4 萬 | 0.24% | −1,254−2.3% | 減碼 |
| Wealth Advisory Solutions, LLC | 53,820 | $701.3 萬 | 1.86% | −1,703−3.1% | 減碼 |
| Stony Point Wealth Management Inc. | 53,719 | $700.0 萬 | 3.63% | +1,916+3.7% | 加碼 |
| EFG Asset Management (Americas) Corp. | 53,717 | $700.0 萬 | 1.67% | +3,526+7.0% | 加碼 |
| Walter Public Investments Inc. | 53,640 | $699.0 萬 | 2.11% | −36,810−40.7% | 減碼 |
| PFG Advisors | 53,502 | $697.2 萬 | 0.58% | +872+1.7% | 加碼 |
| Cutler Investment Counsel LLC | 53,485 | $697.0 萬 | 1.08% | −596−1.1% | 減碼 |
| AAFMAA Wealth Management & Trust LLC | 53,445 | $696.4 萬 | 5.59% | +24,911+87.3% | 加碼 |
| Graypoint LLC | 53,392 | $695.8 萬 | 0.75% | −11,265−17.4% | 減碼 |
| Toroso Investments, LLC | 53,364 | $695.4 萬 | 0.23% | −4,473−7.7% | 減碼 |
| Red Door Wealth Management, LLC | 52,811 | $688.2 萬 | 2.16% | +541+1.0% | 加碼 |
| KG&L Capital Management,LLC | 52,764 | $687.6 萬 | 3.61% | +56+0.1% | 加碼 |
| FORA Capital, LLC | 52,725 | $687.1 萬 | 0.69% | +52,725 | 新進 |
| Rench Wealth Management, Inc. | 52,705 | $686.8 萬 | 3.29% | −2,837−5.1% | 減碼 |
| Brave Asset Management Inc | 52,646 | $686.0 萬 | 2.18% | +2,637+5.3% | 加碼 |
| Gibraltar Capital Management, Inc. | 52,425 | $683.2 萬 | 3.19% | +1,570+3.1% | 加碼 |