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 |
|---|---|---|---|---|---|
| Strategic Advisors LLC | 44,103 | $574.7 萬 | 1.16% | −481−1.1% | 減碼 |
| Schechter Investment Advisors, LLC | 44,094 | $574.6 萬 | 0.53% | +524+1.2% | 加碼 |
| Dana Investment Advisors, Inc. | 44,073 | $574.3 萬 | 0.29% | −3,334−7.0% | 減碼 |
| Paradigm Asset Management Co LLC | 43,991 | $573.2 萬 | 1.57% | −100−0.2% | 減碼 |
| Boyd Watterson Asset Management LLC | 43,545 | $567.4 萬 | 2.31% | +726+1.7% | 加碼 |
| Principal Street Partners, LLC | 43,490 | $566.7 萬 | 1.43% | −1,578−3.5% | 減碼 |
| McDonald Partners LLC | 43,418 | $565.8 萬 | 1.83% | −2,682−5.8% | 減碼 |
| LeJeune Puetz Investment Counsel LLC | 43,347 | $564.9 萬 | 2.02% | +35+0.1% | 加碼 |
| Arkadios Wealth Advisors | 43,290 | $564.1 萬 | 0.67% | +524+1.2% | 加碼 |
| Beacon Financial Group | 44,072 | $563.6 萬 | 0.79% | −2,063−4.5% | 減碼 |
| Monticello Wealth Management, LLC | 42,056 | $563.5 萬 | 0.61% | +1,209+3.0% | 加碼 |
| Brown Miller Wealth Management, LLC | 43,229 | $563.3 萬 | 3.33% | −3,485−7.5% | 減碼 |
| Abbrea Capital, LLC | 43,158 | $562.4 萬 | 0.95% | +145+0.3% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 43,526 | $561.2 萬 | 0.12% | +13,792+46.4% | 加碼 |
| Wealthcare Advisory Partners LLC | 42,972 | $560.0 萬 | 0.24% | +1,305+3.1% | 加碼 |
| Concentric Wealth Management, LLC | 42,966 | $559.9 萬 | 1.85% | +286+0.7% | 加碼 |
| Argyle Capital Management Inc. | 42,877 | $558.7 萬 | 1.96% | +650+1.5% | 加碼 |
| Magnus Financial Group LLC | 42,867 | $558.6 萬 | 0.85% | +4,554+11.9% | 加碼 |
| Parkwood LLC | 42,814 | $557.9 萬 | 1.04% | +6,691+18.5% | 加碼 |
| Canal Capital Management, LLC | 42,715 | $556.6 萬 | 1.23% | −2,467−5.5% | 減碼 |
| Premier Fund Managers Ltd | 43,137 | $555.5 萬 | 0.22% | −1,441−3.2% | 減碼 |
| Mitchell Capital Management Co | 42,608 | $555.2 萬 | 1.38% | +1,789+4.4% | 加碼 |
| Farmers & Merchants Trust Co of Long Beach | 42,581 | $554.9 萬 | 1.54% | −1,669−3.8% | 減碼 |
| Traynor Capital Management, Inc. | 42,554 | $554.5 萬 | 0.84% | −1,265−2.9% | 減碼 |
| Waldron Private Wealth LLC | 42,480 | $553.6 萬 | 0.27% | +152+0.4% | 加碼 |
| DCM Advisors, LLC | 42,453 | $553.2 萬 | 2.57% | −351−0.8% | 減碼 |
| Peterson Wealth Services | 42,446 | $552.9 萬 | 2.85% | +28,521+204.8% | 加碼 |
| City Holding Co | 42,401 | $552.5 萬 | 0.99% | −573−1.3% | 減碼 |
| Guyasuta Investment Advisors Inc | 42,385 | $552.3 萬 | 0.43% | −1,017−2.3% | 減碼 |
| Flagship Harbor Advisors, LLC | 42,373 | $552.2 萬 | 0.52% | −757−1.8% | 減碼 |
| Howland Capital Management LLC | 42,338 | $551.7 萬 | 0.33% | +165+0.4% | 加碼 |
| John G Ullman & Associates Inc | 42,340 | $551.7 萬 | 0.86% | −370−0.9% | 減碼 |
| Strategic Wealth Partners, Ltd. | 42,272 | $550.8 萬 | 0.84% | +783+1.9% | 加碼 |
| Berkshire Bank | 42,263 | $550.7 萬 | 1.64% | −345−0.8% | 減碼 |
| Global Wealth Management Investment Advisory, Inc. | 42,084 | $548.4 萬 | 1.65% | +1,341+3.3% | 加碼 |
| Joel Isaacson & Co., LLC | 42,013 | $547.5 萬 | 0.39% | −350−0.8% | 減碼 |
| Patton Albertson Miller Group, LLC | 41,966 | $546.9 萬 | 1.00% | +2,337+5.9% | 加碼 |
| Hixon Zuercher, LLC | 41,960 | $546.8 萬 | 3.24% | +7,684+22.4% | 加碼 |
| Peloton Wealth Strategists | 41,861 | $545.5 萬 | 2.49% | +1,300+3.2% | 加碼 |
| Mill Creek Capital Advisors, LLC | 41,783 | $544.5 萬 | 0.20% | +26,025+165.2% | 加碼 |
| Van Eck Associates Corp | 41,764 | $544.2 萬 | 0.01% | +37,928+988.7% | 加碼 |
| First Nebraska Trust Co | 41,718 | $543.6 萬 | 0.69% | −25−0.1% | 減碼 |
| Harbour Investments, Inc. | 41,700 | $543.4 萬 | 0.30% | +2,006+5.1% | 加碼 |
| Empire Financial Management Company, LLC | 41,553 | $541.5 萬 | 2.21% | +41,553 | 新進 |
| Mandatum Life Insurance Co Ltd | 41,502 | $540.8 萬 | 1.59% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 41,431 | $539.9 萬 | 0.56% | +1,596+4.0% | 加碼 |
| Asahi Life Asset Management Co., Ltd. | 41,424 | $539.8 萬 | 1.72% | +485+1.2% | 加碼 |
| Hohimer Wealth Management, LLC | 41,415 | $539.7 萬 | 1.56% | +1,374+3.4% | 加碼 |
| Providence Capital Advisors, LLC | 41,407 | $539.6 萬 | 1.43% | +854+2.1% | 加碼 |
| Philadelphia Trust Co | 41,392 | $539.4 萬 | 0.55% | −24,715−37.4% | 減碼 |
| Sage Mountain Advisors LLC | 41,368 | $539.1 萬 | 0.87% | +30,739+289.2% | 加碼 |
| RBF Capital, LLC | 41,000 | $534.3 萬 | 0.39% | 00.0% | 不變 |
| Confluence Wealth Services, Inc. | 40,950 | $533.6 萬 | 1.24% | +1,456+3.7% | 加碼 |
| Shepherd Financial Partners LLC | 40,879 | $532.7 萬 | 0.89% | +548+1.4% | 加碼 |
| Goodman Advisory Group, LLC | 40,847 | $532.3 萬 | 2.90% | +8,559+26.5% | 加碼 |
| BerganKDV Wealth Management, LLC | 40,664 | $529.9 萬 | 0.55% | +2,270+5.9% | 加碼 |
| Profund Advisors LLC | 40,635 | $529.5 萬 | 0.33% | −20,205−33.2% | 減碼 |
| Bristlecone Advisors, LLC | 40,604 | $529.1 萬 | 0.58% | −686−1.7% | 減碼 |
| Patient Capital Management, LLC | 40,500 | $527.8 萬 | 2.35% | −5,000−11.0% | 減碼 |
| Opus Investment Management Inc | 40,350 | $525.8 萬 | 1.90% | 00.0% | 不變 |
| Bradley & Co. Private Wealth Management, LLC | 40,326 | $525.5 萬 | 5.76% | −4,290−9.6% | 減碼 |
| Somerset Trust Co | 40,272 | $524.8 萬 | 2.28% | −1,520−3.6% | 減碼 |
| Unison Asset Management LLC | 40,228 | $524.2 萬 | 3.97% | +160.0% | 加碼 |
| Chronos Wealth Management, LLC | 40,169 | $523.4 萬 | 3.93% | +566+1.4% | 加碼 |
| Van Strum & Towne Inc. | 40,140 | $523.1 萬 | 2.24% | −750−1.8% | 減碼 |
| Ostrum Asset Management | 40,124 | $522.9 萬 | 0.46% | +40,124 | 新進 |
| Clarius Group, LLC | 40,088 | $522.4 萬 | 0.44% | +1,258+3.2% | 加碼 |
| United Fire Group Inc | 40,000 | $521.2 萬 | 3.27% | 00.0% | 不變 |
| CTC LLC | 40,472 | $521.1 萬 | 0.17% | −593,512−93.6% | 減碼 |
| Capital Analysts, LLC | 39,972 | $520.9 萬 | 0.30% | +480+1.2% | 加碼 |
| Warren Averett Asset Management, LLC | 39,879 | $519.7 萬 | 0.27% | +24,476+158.9% | 加碼 |
| Hedeker Wealth, LLC | 39,790 | $518.5 萬 | 1.84% | −274−0.7% | 減碼 |
| Ameritas Investment Partners, Inc. | 39,754 | $518.0 萬 | 0.21% | −91−0.2% | 減碼 |
| Lorne Steinberg Wealth Management Inc. | 39,634 | $516.5 萬 | 2.06% | +13,190+49.9% | 加碼 |
| Buck Wealth Strategies, LLC | 39,614 | $516.2 萬 | 2.52% | +39,614 | 新進 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 39,548 | $515.4 萬 | 0.35% | +56+0.1% | 加碼 |
| Arden Trust Co | 39,542 | $515.2 萬 | 0.93% | −773−1.9% | 減碼 |
| White Pine Investment CO | 39,526 | $515.1 萬 | 1.85% | +154+0.4% | 加碼 |
| Parcion Private Wealth LLC | 39,474 | $514.4 萬 | 0.54% | +4,686+13.5% | 加碼 |
| Hallmark Capital Management Inc | 39,406 | $513.5 萬 | 0.47% | +229+0.6% | 加碼 |
| Udine Wealth Management, Inc. | 39,342 | $512.7 萬 | 7.91% | +1,341+3.5% | 加碼 |
| Schmidt P J Investment Management Inc | 37,242 | $510.4 萬 | 1.07% | +377+1.0% | 加碼 |
| tru Independence LLC | 39,116 | $509.7 萬 | 1.64% | −821−2.1% | 減碼 |
| Centaurus Financial, Inc. | 39,101 | $509.5 萬 | 0.41% | +4,616+13.4% | 加碼 |
| EULAV Asset Management | 39,000 | $508.2 萬 | 0.20% | −15,025−27.8% | 減碼 |
| Oxford Financial Group Ltd | 38,972 | $507.9 萬 | 0.57% | +115+0.3% | 加碼 |
| Fusion Capital, LLC | 38,958 | $507.7 萬 | 2.90% | −315−0.8% | 減碼 |
| Hodges Capital Management Inc. | 36,075 | $506.2 萬 | 0.41% | +1,920+5.6% | 加碼 |
| Claar Advisors LLC | 38,800 | $505.6 萬 | 2.05% | +38,800 | 新進 |
| Harbor Advisory Corp | 38,779 | $505.3 萬 | 1.93% | +1,114+3.0% | 加碼 |
| Stillwater Investment Management, LLC | 38,556 | $502.4 萬 | 1.35% | +154+0.4% | 加碼 |
| Townsend Asset Management Corp | 38,526 | $502.0 萬 | 2.60% | +3,716+10.7% | 加碼 |
| Nelson Capital Management, LLC | 38,483 | $501.5 萬 | 1.42% | −2,221−5.5% | 減碼 |
| Ronald Blue Trust, Inc. | 37,367 | $501.1 萬 | 0.08% | −3,562−8.7% | 減碼 |
| Dean Investment Associates, LLC | 38,406 | $500.5 萬 | 0.80% | +3,321+9.5% | 加碼 |
| Beverly Hills Private Wealth, LLC | 38,388 | $500.2 萬 | 1.55% | +14,928+63.6% | 加碼 |
| Unigestion Holding SA | 38,844 | $500.1 萬 | 0.27% | −50,139−56.3% | 減碼 |
| Advanced Asset Management Advisors Inc | 38,298 | $499.1 萬 | 1.22% | +10.0% | 加碼 |
| Werlinich Asset Management, LLC | 38,210 | $497.9 萬 | 4.37% | −55−0.1% | 減碼 |
| Arete Wealth Advisors, LLC | 38,202 | $497.8 萬 | 0.41% | +364+1.0% | 加碼 |