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 |
|---|---|---|---|---|---|
| Fiduciary Trust Co | 296,885 | $3,869 萬 | 0.72% | −705−0.2% | 減碼 |
| Roffman Miller Associates Inc | 295,024 | $3,844 萬 | 3.07% | +550.0% | 加碼 |
| Nomura Holdings Inc | 294,965 | $3,844 萬 | 0.38% | +247,952+527.4% | 加碼 |
| North Star Investment Management Corp. | 290,523 | $3,786 萬 | 3.12% | +7,176+2.5% | 加碼 |
| Payden & Rygel | 289,880 | $3,777 萬 | 2.24% | −29,580−9.3% | 減碼 |
| Aristotle Atlantic Partners, LLC | 286,378 | $3,732 萬 | 1.92% | −27,354−8.7% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 285,174 | $3,716 萬 | 1.81% | −7,384−2.5% | 減碼 |
| PM Capital Ltd | 284,889 | $3,712 萬 | 7.72% | 00.0% | 不變 |
| HM Payson & Co | 283,950 | $3,700 萬 | 0.89% | −2,433−0.8% | 減碼 |
| IMC-Chicago, LLC | 283,392 | $3,693 萬 | 6.25% | +283,392 | 新進 |
| Bridges Investment Management Inc | 278,398 | $3,628 萬 | 1.29% | −39,855−12.5% | 減碼 |
| Conning Inc. | 278,163 | $3,619 萬 | 1.21% | −23,943−7.9% | 減碼 |
| Sabal Trust CO | 277,245 | $3,613 萬 | 2.52% | −1,455−0.5% | 減碼 |
| Searle & Co. | 261,117 | $3,610 萬 | 11.81% | 00.0% | 不變 |
| NorthCrest Asset Manangement, LLC | 275,998 | $3,597 萬 | 1.50% | +49,968+22.1% | 加碼 |
| MBB Public Markets I LLC | 275,267 | $3,587 萬 | 2.08% | +20,969+8.2% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 275,000 | $3,583 萬 | 0.56% | −25,225−8.4% | 減碼 |
| ZWJ Investment Counsel Inc | 274,651 | $3,579 萬 | 1.98% | −5,437−1.9% | 減碼 |
| Destination Wealth Management | 273,230 | $3,560 萬 | 1.35% | −960.0% | 減碼 |
| First Manhattan Co | 274,482 | $3,560 萬 | 0.14% | −2,455−0.9% | 減碼 |
| Stephens Inc | 272,970 | $3,557 萬 | 0.68% | +1,033+0.4% | 加碼 |
| Flputnam Investment Management Co | 272,855 | $3,556 萬 | 1.16% | +47,551+21.1% | 加碼 |
| Eastern Bank | 272,295 | $3,548 萬 | 1.78% | −28,674−9.5% | 減碼 |
| Miller Value Partners, LLC | 269,917 | $3,517 萬 | 2.20% | −79,264−22.7% | 減碼 |
| Nexus Investment Management ULC | 264,172 | $3,442 萬 | 3.80% | −1,200−0.5% | 減碼 |
| Argent Trust Co | 262,578 | $3,422 萬 | 2.17% | −6,248−2.3% | 減碼 |
| British Columbia Investment Management Corp | 262,284 | $3,418 萬 | 0.36% | +2,040+0.8% | 加碼 |
| McDonald Capital Investors Inc | 260,602 | $3,396 萬 | 2.59% | −3,960−1.5% | 減碼 |
| Barr E S & Co | 260,582 | $3,396 萬 | 2.81% | −1,656−0.6% | 減碼 |
| Taurus Asset Management, LLC | 259,119 | $3,377 萬 | 4.13% | −5,056−1.9% | 減碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 256,100 | $3,337 萬 | 1.58% | −2,336−0.9% | 減碼 |
| Capital Group Investment Management Pte. Ltd. | 250,705 | $3,267 萬 | 1.75% | −144,237−36.5% | 減碼 |
| Advisors Asset Management, Inc. | 250,208 | $3,260 萬 | 0.66% | −31,243−11.1% | 減碼 |
| First National Bank of Omaha | 249,257 | $3,248 萬 | 1.97% | −4,666−1.8% | 減碼 |
| Parsec Financial Management, Inc. | 248,975 | $3,244 萬 | 1.37% | −8,399−3.3% | 減碼 |
| First National Trust Co | 248,423 | $3,237 萬 | 1.72% | −6,845−2.7% | 減碼 |
| Hartford Investment Management Co | 248,177 | $3,234 萬 | 1.10% | +34,971+16.4% | 加碼 |
| Wealthfront Advisers LLC | 248,082 | $3,233 萬 | 0.15% | +3,661+1.5% | 加碼 |
| Meyer Handelman Co | 247,707 | $3,228 萬 | 1.35% | −1,300−0.5% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 245,729 | $3,202 萬 | 0.70% | +10,002+4.2% | 加碼 |
| Banco Santander, S.A. | 245,087 | $3,194 萬 | 0.47% | −77,610−24.1% | 減碼 |
| Ingalls & Snyder LLC | 243,319 | $3,171 萬 | 1.64% | +350+0.1% | 加碼 |
| Securian Asset Management, Inc | 242,845 | $3,165 萬 | 0.84% | +1,705+0.7% | 加碼 |
| Badgley Phelps Wealth Managers, LLC | 240,757 | $3,137 萬 | 1.15% | +4,568+1.9% | 加碼 |
| Walleye Trading LLC | 240,219 | $3,130 萬 | 1.11% | +9,291+4.0% | 加碼 |
| Bryn Mawr Trust Co | 239,693 | $3,123 萬 | 1.38% | −440.0% | 減碼 |
| Heritage Investors Management Corp | 239,461 | $3,120 萬 | 1.34% | +2,417+1.0% | 加碼 |
| Busey Wealth Management | 238,913 | $3,113 萬 | 1.32% | +2,179+0.9% | 加碼 |
| Tocqueville Asset Management L.P. | 238,576 | $3,109 萬 | 0.59% | −1,305−0.5% | 減碼 |
| Fishman Jay A Ltd | 238,109 | $3,103 萬 | 3.96% | −2,780−1.2% | 減碼 |
| Private Wealth Partners, LLC | 237,958 | $3,101 萬 | 3.10% | +10,766+4.7% | 加碼 |
| Gradient Investments LLC | 237,236 | $3,091 萬 | 0.84% | +8,752+3.8% | 加碼 |
| Venture Visionary Partners LLC | 236,826 | $3,086 萬 | 1.95% | −1,468−0.6% | 減碼 |
| Bokf, NA | 236,765 | $3,085 萬 | 0.65% | −63,472−21.1% | 減碼 |
| Elo Mutual Pension Insurance Co | 234,210 | $3,052 萬 | 0.97% | +7,191+3.2% | 加碼 |
| Sequoia Financial Advisors, LLC | 233,633 | $3,044 萬 | 0.68% | +13,380+6.1% | 加碼 |
| Lido Advisors, LLC | 232,063 | $3,024 萬 | 0.42% | +63,298+37.5% | 加碼 |
| Kentucky Retirement Systems | 231,921 | $3,022 萬 | 1.11% | +1,358+0.6% | 加碼 |
| Johnson Investment Counsel Inc | 231,313 | $3,014 萬 | 0.40% | −4,059−1.7% | 減碼 |
| Maryland State Retirement & Pension System | 230,629 | $3,005 萬 | 0.67% | +1,763+0.8% | 加碼 |
| Central Securities Corp | 230,000 | $2,997 萬 | 3.74% | 00.0% | 不變 |
| Atria Investments LLC | 229,580 | $2,992 萬 | 0.57% | +9,352+4.2% | 加碼 |
| First Horizon Advisors, Inc. | 229,214 | $2,987 萬 | 1.07% | +9,406+4.3% | 加碼 |
| Cubist Systematic Strategies, LLC | 229,156 | $2,986 萬 | 0.28% | +167,356+270.8% | 加碼 |
| Oregon Public Employees Retirement Fund | 227,529 | $2,965 萬 | 0.37% | +1,139+0.5% | 加碼 |
| Mill Capital Management, LLC | 226,560 | $2,952 萬 | 3.00% | +7,112+3.2% | 加碼 |
| Villere St Denis J & Co LLC | 225,349 | $2,937 萬 | 2.14% | +61,638+37.7% | 加碼 |
| Old National Bancorp | 224,399 | $2,924 萬 | 0.89% | +4,014+1.8% | 加碼 |
| Salem Investment Counselors Inc | 224,395 | $2,924 萬 | 1.17% | +7,405+3.4% | 加碼 |
| Prudential PLC | 221,870 | $2,891 萬 | 0.34% | −18,414−7.7% | 減碼 |
| Klingenstein Fields & Co LP | 220,417 | $2,872 萬 | 1.44% | −2,624−1.2% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 220,268 | $2,870 萬 | 0.33% | +214,465+3,695.8% | 加碼 |
| South Dakota Investment Council | 219,987 | $2,867 萬 | 0.61% | −77,600−26.1% | 減碼 |
| Baker Avenue Asset Management, LP | 219,905 | $2,866 萬 | 1.55% | −4,472−2.0% | 減碼 |
| Spears Abacus Advisors LLC | 219,832 | $2,865 萬 | 2.56% | +904+0.4% | 加碼 |
| Ieq Capital, LLC | 218,943 | $2,853 萬 | 0.66% | +5,104+2.4% | 加碼 |
| Clifford Swan Investment Counsel LLC | 218,537 | $2,848 萬 | 1.19% | −1,430−0.7% | 減碼 |
| Cetera Advisors LLC | 217,797 | $2,838 萬 | 0.47% | −11,823−5.1% | 減碼 |
| Markel Group Inc.大師馬克爾集團 | 216,550 | $2,822 萬 | 0.36% | 00.0% | 不變 |
| Stewart & Patten Co LLC | 216,277 | $2,818 萬 | 4.78% | −2,603−1.2% | 減碼 |
| Oakworth Capital, Inc. | 216,057 | $2,815 萬 | 2.52% | +824+0.4% | 加碼 |
| Matrix Asset Advisors Inc | 215,018 | $2,802 萬 | 4.07% | −4,002−1.8% | 減碼 |
| Crestwood Advisors Group LLC | 214,550 | $2,796 萬 | 0.93% | −15,694−6.8% | 減碼 |
| Smith, Salley & Associates | 214,007 | $2,789 萬 | 2.22% | +6,121+2.9% | 加碼 |
| Wade G W & Inc | 212,873 | $2,774 萬 | 1.07% | +3,468+1.7% | 加碼 |
| Highland Capital Management, LLC | 211,882 | $2,761 萬 | 2.04% | −984−0.5% | 減碼 |
| Northeast Investment Management | 211,219 | $2,752 萬 | 1.67% | +1,991+1.0% | 加碼 |
| Capital International Sarl | 211,099 | $2,751 萬 | 1.39% | +16,553+8.5% | 加碼 |
| Gemsstock Limited | 209,900 | $2,735 萬 | 29.88% | +130,800+165.4% | 加碼 |
| ArrowMark Colorado Holdings LLC | 209,371 | $2,728 萬 | 0.31% | −164,000−43.9% | 減碼 |
| Manitou Investment Management Ltd. | 209,053 | $2,724 萬 | 6.68% | −4,703−2.2% | 減碼 |
| Chartwell Investment Partners, LLC | 208,606 | $2,718 萬 | 1.03% | −46,394−18.2% | 減碼 |
| Howard Capital Management Group, LLC | 208,134 | $2,712 萬 | 2.87% | −849−0.4% | 減碼 |
| Chesley Taft & Associates LLC | 207,456 | $2,703 萬 | 1.77% | −1,081−0.5% | 減碼 |
| Oversea-Chinese Banking CORP Ltd | 207,016 | $2,697 萬 | 1.36% | +21,369+11.5% | 加碼 |
| United Services Automobile Association | 206,262 | $2,688 萬 | 0.86% | +97,446+89.6% | 加碼 |
| Alpha Cubed Investments, LLC | 206,101 | $2,686 萬 | 1.94% | −24,443−10.6% | 減碼 |
| LMCG Investments, LLC | 204,828 | $2,669 萬 | 1.78% | −1,220−0.6% | 減碼 |
| Estabrook Capital Management | 204,039 | $2,659 萬 | 4.61% | +5,438+2.7% | 加碼 |
| Pictet & Cie (Europe) SA | 203,110 | $2,647 萬 | 1.10% | −8,500−4.0% | 減碼 |