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
- 3,612
- 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 | 5,157 | $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 |
|---|---|---|---|---|---|
| Front Barnett Associates LLC | 201,322 | $2,623 萬 | 3.08% | +270.0% | 加碼 |
| NS Partners Ltd | 201,124 | $2,621 萬 | 1.47% | −3,231−1.6% | 減碼 |
| Eagle Global Advisors LLC | 200,476 | $2,612 萬 | 1.76% | −1,537−0.8% | 減碼 |
| Galvin, Gaustad & Stein, LLC | 200,287 | $2,610 萬 | 2.57% | −20,936−9.5% | 減碼 |
| Cardinal Capital Management, Inc. | 200,048 | $2,607 萬 | 1.42% | −2,739−1.4% | 減碼 |
| Chilton Capital Management LLC | 200,027 | $2,607 萬 | 1.51% | −11,339−5.4% | 減碼 |
| Capital Investment Advisors, LLC | 200,021 | $2,606 萬 | 0.77% | +1,221+0.6% | 加碼 |
| No Street GP LP | 200,000 | $2,606 萬 | 3.33% | +100,000+100.0% | 加碼 |
| Thomasville National Bank | 199,480 | $2,599 萬 | 2.68% | +2,442+1.2% | 加碼 |
| Fort Pitt Capital Group, LLC | 199,032 | $2,594 萬 | 1.00% | +16,552+9.1% | 加碼 |
| Hosking Partners LLP | 198,582 | $2,588 萬 | 1.20% | −40,322−16.9% | 減碼 |
| Schwerin Boyle Capital Management Inc | 197,093 | $2,568 萬 | 2.64% | −17,783−8.3% | 減碼 |
| Janney Capital Management LLC | 196,732 | $2,564 萬 | 1.93% | +969+0.5% | 加碼 |
| Citizens Financial Group Inc | 195,825 | $2,552 萬 | 0.93% | −2,813−1.4% | 減碼 |
| Atria Wealth Solutions, Inc. | 195,256 | $2,544 萬 | 0.38% | +736+0.4% | 加碼 |
| JustInvest LLC | 194,910 | $2,540 萬 | 0.88% | +29,193+17.6% | 加碼 |
| Shufro Rose & Co LLC | 194,444 | $2,534 萬 | 2.35% | −2,913−1.5% | 減碼 |
| Stratos Wealth Partners, LTD. | 193,966 | $2,528 萬 | 0.67% | −16,765−8.0% | 減碼 |
| Howe & Rusling Inc | 193,223 | $2,518 萬 | 3.00% | +19,354+11.1% | 加碼 |
| Levin Capital Strategies, L.P. | 193,181 | $2,517 萬 | 3.18% | −1,102−0.6% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 192,504 | $2,509 萬 | 0.39% | +20,588+12.0% | 加碼 |
| Hancock Whitney Corp | 191,960 | $2,501 萬 | 1.00% | −9,482−4.7% | 減碼 |
| Trust Co of Vermont | 191,833 | $2,500 萬 | 1.74% | +7,440+4.0% | 加碼 |
| Louisiana State Employees Retirement System | 190,700 | $2,485 萬 | 0.63% | +1,200+0.6% | 加碼 |
| Rockland Trust Co | 188,811 | $2,460 萬 | 1.55% | +9,137+5.1% | 加碼 |
| Gillson Capital LP | 188,643 | $2,458 萬 | 2.04% | +188,643 | 新進 |
| Group One Trading, L.P. | 188,399 | $2,455 萬 | 1.17% | +188,399 | 新進 |
| Maple Capital Management, Inc. | 186,313 | $2,428 萬 | 2.97% | +2,263+1.2% | 加碼 |
| First Foundation Advisors | 186,207 | $2,426 萬 | 1.12% | −45,789−19.7% | 減碼 |
| Hantz Financial Services, Inc. | 185,680 | $2,420 萬 | 0.66% | +8,311+4.7% | 加碼 |
| Abn Amro Investment Solutions | 185,447 | $2,417 萬 | 0.50% | +185,447 | 新進 |
| Brookstone Capital Management | 172,748 | $2,416 萬 | 0.47% | +6,870+4.1% | 加碼 |
| Wilsey Asset Management Inc | 185,036 | $2,411 萬 | 5.45% | +4,069+2.2% | 加碼 |
| National Mutual Insurance Federation of Agricultural Cooperatives | 184,900 | $2,409 萬 | 0.30% | 00.0% | 不變 |
| Nippon Life Global Investors Americas, Inc. | 183,910 | $2,397 萬 | 1.54% | −9,220−4.8% | 減碼 |
| Hyman Charles D | 183,850 | $2,396 萬 | 1.60% | +1,295+0.7% | 加碼 |
| Palisade Capital Management LLC | 183,573 | $2,392 萬 | 0.65% | +165+0.1% | 加碼 |
| Wharton Business Group, LLC | 183,115 | $2,386 萬 | 1.43% | +500.0% | 加碼 |
| Pacer Advisors, Inc. | 182,893 | $2,383 萬 | 0.10% | +133,989+274.0% | 加碼 |
| CWM, LLC | 182,108 | $2,373 萬 | 0.16% | +30,195+19.9% | 加碼 |
| Kestra Private Wealth Services, LLC | 180,777 | $2,356 萬 | 0.94% | +25,028+16.1% | 加碼 |
| Community Trust & Investment Co | 180,724 | $2,355 萬 | 2.03% | −15,428−7.9% | 減碼 |
| Silvercrest Asset Management Group LLC | 180,551 | $2,353 萬 | 0.18% | −3,914−2.1% | 減碼 |
| Cullinan Associates Inc | 179,876 | $2,344 萬 | 1.37% | +6,459+3.7% | 加碼 |
| Oak Associates, Ltd | 178,576 | $2,327 萬 | 1.91% | 00.0% | 不變 |
| Verity & Verity, LLC | 177,965 | $2,319 萬 | 2.96% | +5,437+3.2% | 加碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 177,822 | $2,317 萬 | 1.76% | −355−0.2% | 減碼 |
| American Assets Investment Management, LLC | 177,600 | $2,314 萬 | 2.67% | 00.0% | 不變 |
| Northeast Financial Consultants Inc | 176,294 | $2,297 萬 | 1.47% | +39,208+28.6% | 加碼 |
| MMBG Investment Advisors Co. | 175,624 | $2,289 萬 | 2.90% | −33,750−16.1% | 減碼 |
| KCM Investment Advisors LLC | 175,148 | $2,282 萬 | 0.92% | +320+0.2% | 加碼 |
| Sandy Spring Bank | 174,625 | $2,276 萬 | 1.29% | −1,209−0.7% | 減碼 |
| Farmers & Merchants Investments Inc | 174,549 | $2,275 萬 | 0.91% | +1,166+0.7% | 加碼 |
| Man Group plc | – | $2,274 萬 | 0.08% | – | – |
| Norinchukin Bank, The | 174,513 | $2,274 萬 | 0.45% | +4,451+2.6% | 加碼 |
| Appleton Partners Inc | 174,384 | $2,272 萬 | 2.02% | +136+0.1% | 加碼 |
| Tower Bridge Advisors | 174,323 | $2,272 萬 | 1.86% | −2,045−1.2% | 減碼 |
| Central Trust Co | 173,974 | $2,267 萬 | 0.66% | −5,540−3.1% | 減碼 |
| Aptus Capital Advisors, LLC | 173,943 | $2,267 萬 | 0.65% | +12,005+7.4% | 加碼 |
| Lockheed Martin Investment Management Co | 172,260 | $2,245 萬 | 1.27% | −72,350−29.6% | 減碼 |
| Randolph Co Inc | 171,464 | $2,234 萬 | 3.23% | 00.0% | 不變 |
| Blue Chip Partners, Inc. | 171,309 | $2,232 萬 | 2.65% | +1,553+0.9% | 加碼 |
| Core Alternative Capital | 171,302 | $2,232 萬 | 2.98% | −11,237−6.2% | 減碼 |
| LaFleur & Godfrey LLC | 171,281 | $2,232 萬 | 3.66% | −9,070−5.0% | 減碼 |
| Anchor Capital Advisors LLC | 171,186 | $2,231 萬 | 0.59% | −4,513−2.6% | 減碼 |
| Moody Lynn & Lieberson, LLC | 170,866 | $2,227 萬 | 2.00% | +4,460+2.7% | 加碼 |
| Congress Wealth Management LLC | 170,701 | $2,224 萬 | 0.54% | −885−0.5% | 減碼 |
| Marco Investment Management LLC | 170,639 | $2,224 萬 | 2.51% | −5,877−3.3% | 減碼 |
| La Banque Postale Asset Management SA | 169,989 | $2,215 萬 | 0.56% | −10,215−5.7% | 減碼 |
| Avantax Advisory Services, Inc. | 169,541 | $2,209 萬 | 0.27% | +18,424+12.2% | 加碼 |
| Independent Advisor Alliance | 168,722 | $2,199 萬 | 1.06% | −11,356−6.3% | 減碼 |
| Veritable, L.P. | 168,141 | $2,191 萬 | 0.38% | −5,249−3.0% | 減碼 |
| ING Groep NV | 167,435 | $2,182 萬 | 0.21% | −832,697−83.3% | 減碼 |
| National Asset Management, Inc. | 166,424 | $2,169 萬 | 0.58% | +8,616+5.5% | 加碼 |
| Franklin Street Advisors Inc | 165,428 | $2,156 萬 | 1.96% | −23,739−12.5% | 減碼 |
| Lowe Brockenbrough & Co Inc | 165,091 | $2,151 萬 | 1.74% | −818−0.5% | 減碼 |
| Waverton Investment Management Ltd | 165,062 | $2,151 萬 | 0.66% | +22,282+15.6% | 加碼 |
| Harvest Portfolios Group Inc. | 164,576 | $2,145 萬 | 1.05% | +6,869+4.4% | 加碼 |
| Easterly Investment Partners LLC | 164,093 | $2,138 萬 | 1.89% | −1,814−1.1% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 163,456 | $2,130 萬 | 0.99% | +1,138+0.7% | 加碼 |
| Worldquant Millennium Advisors LLC | 163,378 | $2,129 萬 | 0.39% | +64,296+64.9% | 加碼 |
| Capital International Ltd | 161,747 | $2,108 萬 | 1.26% | −71,990−30.8% | 減碼 |
| Rothschild Investment Corp | 161,025 | $2,098 萬 | 1.84% | +1,136+0.7% | 加碼 |
| Abner Herrman & Brock LLC | 160,789 | $2,095 萬 | 3.16% | +671+0.4% | 加碼 |
| Arvest Trust Co N A | 160,679 | $2,094 萬 | 1.31% | −4,995−3.0% | 減碼 |
| First Fiduciary Investment Counsel, Inc. | 160,582 | $2,093 萬 | 4.63% | −3,617−2.2% | 減碼 |
| Ziegler Capital Management, LLC | 160,294 | $2,088 萬 | 0.82% | −4,853−2.9% | 減碼 |
| Nan Shan Life Insurance Co., Ltd. | 160,143 | $2,087 萬 | 0.50% | +46,153+40.5% | 加碼 |
| Fukoku Mutual Life Insurance Co | 160,100 | $2,086 萬 | 1.89% | 00.0% | 不變 |
| Kiwi Wealth Investments Limited Partnership | 160,033 | $2,085 萬 | 1.35% | +36,217+29.3% | 加碼 |
| Polaris Wealth Advisory Group, LLC | 159,713 | $2,081 萬 | 1.53% | −9,030−5.4% | 減碼 |
| Carret Asset Management, LLC | 158,875 | $2,070 萬 | 2.88% | −5,147−3.1% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 158,777 | $2,067 萬 | 0.26% | −85,037−34.9% | 減碼 |
| Holocene Advisors, LP | 157,928 | $2,058 萬 | 0.10% | −18,191−10.3% | 減碼 |
| Martingale Asset Management L P | 154,034 | $2,007 萬 | 0.39% | +111,645+263.4% | 加碼 |
| Dakota Wealth Management | 152,217 | $1,984 萬 | 1.33% | +10,142+7.1% | 加碼 |
| Dixon Mitchell Investment Counsel Inc. | 152,093 | $1,982 萬 | 1.24% | +481+0.3% | 加碼 |
| ExodusPoint Capital Management, LP | 152,008 | $1,981 萬 | 0.23% | +152,008 | 新進 |
| Equitable Holdings, Inc. | 151,496 | $1,974 萬 | 0.32% | +11,261+8.0% | 加碼 |
| PGGM Investments | 151,452 | $1,974 萬 | 0.33% | +30,484+25.2% | 加碼 |