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 |
|---|---|---|---|---|---|
| Crossmark Global Holdings, Inc. | 151,337 | $1,972 萬 | 0.46% | −250.0% | 減碼 |
| Allen Investment Management LLC | 151,004 | $1,968 萬 | 0.33% | +160+0.1% | 加碼 |
| HBK Sorce Advisory LLC | 150,365 | $1,959 萬 | 0.89% | −326,497−68.5% | 減碼 |
| Wesleyan Assurance Society | 150,207 | $1,957 萬 | 2.27% | 00.0% | 不變 |
| FineMark National Bank & Trust | 149,601 | $1,949 萬 | 0.83% | −1,299−0.9% | 減碼 |
| Gratus Capital LLC | 149,092 | $1,943 萬 | 1.49% | −540.0% | 減碼 |
| Erste Asset Management GmbH | 150,473 | $1,942 萬 | 0.37% | −17,427−10.4% | 減碼 |
| Absher Wealth Management, LLC | 148,953 | $1,941 萬 | 3.36% | −63,747−30.0% | 減碼 |
| Stonebridge Capital Advisors LLC | 148,829 | $1,939 萬 | 2.21% | +2,220+1.5% | 加碼 |
| Parsons Capital Management Inc | 148,537 | $1,936 萬 | 1.56% | −751−0.5% | 減碼 |
| Achmea Investment Management B.V. | 147,750 | $1,925 萬 | 0.56% | +15,581+11.8% | 加碼 |
| Brookfield Asset Management Inc. | 147,266 | $1,919 萬 | 0.08% | −14,197−8.8% | 減碼 |
| South State Corp. | 147,032 | $1,916 萬 | 1.77% | −16,334−10.0% | 減碼 |
| 683 Capital Management, LLC | 147,000 | $1,916 萬 | 1.71% | +147,000 | 新進 |
| Bollard Group LLC | 146,979 | $1,915 萬 | 0.69% | +7,738+5.6% | 加碼 |
| Foster Dykema Cabot & Co Inc | 146,264 | $1,906 萬 | 2.45% | +1,423+1.0% | 加碼 |
| Jones Financial Companies LLLP | 145,956 | $1,902 萬 | 0.03% | −937−0.6% | 減碼 |
| Logan Capital Management Inc | 145,944 | $1,902 萬 | 0.92% | −24,294−14.3% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 145,806 | $1,900 萬 | 0.10% | +86,540+146.0% | 加碼 |
| Illinois Municipal Retirement Fund | 145,700 | $1,899 萬 | 0.40% | 00.0% | 不變 |
| Valeo Financial Advisors, LLC | 167,882 | $1,871 萬 | 0.90% | +16,768+11.1% | 加碼 |
| Patten & Patten Inc | 143,333 | $1,868 萬 | 1.64% | +830+0.6% | 加碼 |
| Advisor Partners II, LLC | 142,790 | $1,861 萬 | 1.03% | +7,239+5.3% | 加碼 |
| Two Sigma Securities, LLC | 141,426 | $1,843 萬 | 1.53% | +136,181+2,596.4% | 加碼 |
| Steel Peak Wealth Management LLC | 140,745 | $1,834 萬 | 1.25% | +2,786+2.0% | 加碼 |
| Eisler Capital (UK) Ltd. | 140,598 | $1,832 萬 | 1.58% | −187,019−57.1% | 減碼 |
| Snowden Capital Advisors LLC | 140,472 | $1,830 萬 | 0.71% | +4,358+3.2% | 加碼 |
| NewEdge Wealth, LLC | 139,986 | $1,824 萬 | 0.69% | +15,952+12.9% | 加碼 |
| Neville Rodie & Shaw Inc | 139,537 | $1,818 萬 | 1.65% | −3,079−2.2% | 減碼 |
| Alpine Woods Capital Investors, LLC | 139,351 | $1,816 萬 | 2.74% | −10,805−7.2% | 減碼 |
| Azimuth Capital Investment Management LLC | 138,464 | $1,804 萬 | 0.89% | −1,950−1.4% | 減碼 |
| Northwest & Ethical Investments L.P. | 136,196 | $1,775 萬 | 0.59% | −434−0.3% | 減碼 |
| Rbo & Co LLC | 136,084 | $1,773 萬 | 3.09% | −683−0.5% | 減碼 |
| New Mexico Educational Retirement Board | 135,750 | $1,769 萬 | 0.89% | −4,300−3.1% | 減碼 |
| Moors & Cabot, Inc. | 135,716 | $1,769 萬 | 1.22% | +113+0.1% | 加碼 |
| GYL Financial Synergies, LLC | 135,232 | $1,762 萬 | 2.11% | +112,778+502.3% | 加碼 |
| Private Asset Management Inc | 135,097 | $1,760 萬 | 2.90% | −5,640−4.0% | 減碼 |
| Willis Investment Counsel | 134,922 | $1,758 萬 | 1.15% | +242+0.2% | 加碼 |
| BLB&B Advisors, LLC | 134,802 | $1,757 萬 | 1.31% | −3,064−2.2% | 減碼 |
| Evergreen Capital Management LLC | 134,379 | $1,751 萬 | 0.79% | −11,706−8.0% | 減碼 |
| Noesis Capital Mangement Corp | 134,058 | $1,747 萬 | 4.42% | +1,745+1.3% | 加碼 |
| Osborne Partners Capital Management, LLC | 133,261 | $1,737 萬 | 1.27% | +321+0.2% | 加碼 |
| Hi-Line Capital Management, LLC | 133,160 | $1,735 萬 | 5.92% | +1,107+0.8% | 加碼 |
| Bourgeon Capital Management LLC | 132,821 | $1,731 萬 | 4.12% | +797+0.6% | 加碼 |
| Kanawha Capital Management LLC | 132,672 | $1,729 萬 | 1.66% | +1,243+0.9% | 加碼 |
| Edmond de Rothschild Holding S.A. | 132,641 | $1,728 萬 | 0.40% | −9,263−6.5% | 減碼 |
| Callahan Advisors, LLC | 132,629 | $1,728 萬 | 2.23% | −529−0.4% | 減碼 |
| Albion Financial Group | 131,878 | $1,719 萬 | 1.57% | −2,019−1.5% | 減碼 |
| Banque Pictet & Cie SA | 131,321 | $1,711 萬 | 0.17% | −1,384−1.0% | 減碼 |
| Narwhal Capital Management | 131,239 | $1,710 萬 | 2.14% | −9,194−6.5% | 減碼 |
| Metropolitan Life Insurance Co | 131,196 | $1,710 萬 | 0.88% | −38,461−22.7% | 減碼 |
| Rempart Asset Management Inc. | 130,832 | $1,705 萬 | 3.77% | +1,996+1.5% | 加碼 |
| Osher Van de Voorde Investment Management | 130,509 | $1,701 萬 | 4.72% | −20,671−13.7% | 減碼 |
| HB Wealth Management, LLC | 129,704 | $1,690 萬 | 0.29% | +3,971+3.2% | 加碼 |
| Adviser Investments LLC | 129,327 | $1,685 萬 | 0.40% | +2,811+2.2% | 加碼 |
| Forbes J M & Co LLP | 128,435 | $1,674 萬 | 2.29% | +4,160+3.3% | 加碼 |
| First American Bank | 128,409 | $1,673 萬 | 1.53% | −1,657−1.3% | 減碼 |
| Linscomb & Williams, Inc. | 128,040 | $1,668 萬 | 0.88% | −1,604−1.2% | 減碼 |
| Empyrean Capital Partners, LP | 128,000 | $1,668 萬 | 0.68% | +128,000 | 新進 |
| Banque Cantonale Vaudoise | 127,770 | $1,665 萬 | 0.82% | +451+0.4% | 加碼 |
| Steigerwald, Gordon & Koch Inc. | 127,684 | $1,664 萬 | 2.49% | +1,935+1.5% | 加碼 |
| Credit Agricole S A | 127,492 | $1,661 萬 | 0.71% | +39,541+45.0% | 加碼 |
| Miramar Capital, LLC | 126,946 | $1,654 萬 | 4.25% | +320+0.3% | 加碼 |
| Alley Investment Management Company, LLC | 126,611 | $1,650 萬 | 2.75% | +3,733+3.0% | 加碼 |
| MYDA Advisors LLC | 126,500 | $1,648 萬 | 6.94% | +126,500 | 新進 |
| Bailard, Inc. | 126,222 | $1,645 萬 | 0.59% | +2,532+2.0% | 加碼 |
| First Long Island Investors, LLC | 125,634 | $1,637 萬 | 1.66% | −972−0.8% | 減碼 |
| WSFS Capital Management, LLC | 125,294 | $1,633 萬 | 1.70% | −1,779−1.4% | 減碼 |
| Culbertson A N & Co Inc | 124,332 | $1,620 萬 | 3.31% | +1,175+1.0% | 加碼 |
| TownSquare Capital, LLC | 124,187 | $1,618 萬 | 0.36% | +13,030+11.7% | 加碼 |
| Guardian Capital Advisors LP | 125,411 | $1,612 萬 | 1.86% | +109+0.1% | 加碼 |
| Birch Hill Investment Advisors LLC | 123,624 | $1,611 萬 | 1.00% | −1,887−1.5% | 減碼 |
| Kempen Capital Management N.V. | 123,213 | $1,606 萬 | 0.31% | −7,079−5.4% | 減碼 |
| Transform Wealth, LLC | 123,085 | $1,604 萬 | 1.51% | +20,654+20.2% | 加碼 |
| Motco | 121,839 | $1,588 萬 | 1.08% | +989+0.8% | 加碼 |
| Meridian Wealth Management, LLC | 121,687 | $1,586 萬 | 1.38% | +821+0.7% | 加碼 |
| Cresset Asset Management, LLC | 121,566 | $1,584 萬 | 0.32% | −10,423−7.9% | 減碼 |
| Prospera Financial Services Inc | 121,200 | $1,580 萬 | 0.65% | +32,096+36.0% | 加碼 |
| PEAK6 Investments LLC | 120,512 | $1,570 萬 | 0.99% | +2,222+1.9% | 加碼 |
| Parallel Advisors, LLC | 120,335 | $1,568 萬 | 0.53% | +51,259+74.2% | 加碼 |
| TruWealth Advisors, LLC | 120,230 | $1,567 萬 | 1.44% | +3,176+2.7% | 加碼 |
| Resources Investment Advisors, LLC. | 119,952 | $1,563 萬 | 0.37% | +9,479+8.6% | 加碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 119,266 | $1,554 萬 | 0.54% | +597+0.5% | 加碼 |
| KMG Fiduciary Partners, LLC | 118,330 | $1,542 萬 | 2.21% | −5,613−4.5% | 減碼 |
| Cannell Peter B & Co Inc | 118,101 | $1,539 萬 | 0.55% | −7,259−5.8% | 減碼 |
| Metis Global Partners, LLC | 117,923 | $1,537 萬 | 0.99% | +29,675+33.6% | 加碼 |
| Acadian Asset Management LLC | 117,350 | $1,528 萬 | 0.07% | −3,555−2.9% | 減碼 |
| Stillwater Capital Advisors, LLC | 115,574 | $1,506 萬 | 2.92% | −1,554−1.3% | 減碼 |
| Atlantic Union Bankshares Corp | 115,149 | $1,501 萬 | 1.56% | −430.0% | 減碼 |
| Courant Investment Management LLC | 114,592 | $1,493 萬 | 16.51% | −22,000−16.1% | 減碼 |
| Advisory Services Network, LLC | 114,266 | $1,489 萬 | 0.41% | −2,611−2.2% | 減碼 |
| Adell Harriman & Carpenter Inc | 113,845 | $1,484 萬 | 1.59% | +1,463+1.3% | 加碼 |
| Greenleaf Trust | 113,843 | $1,483 萬 | 0.17% | +6,207+5.8% | 加碼 |
| Great Valley Advisor Group, Inc. | 113,135 | $1,474 萬 | 0.69% | +14,436+14.6% | 加碼 |
| Canandaigua National Bank & Trust Co | 113,011 | $1,473 萬 | 2.48% | +113,011 | 新進 |
| Drexel Morgan & Co. | 112,950 | $1,472 萬 | 3.71% | 00.0% | 不變 |
| ProVise Management Group, LLC | 112,545 | $1,467 萬 | 1.40% | +5,954+5.6% | 加碼 |
| Dearborn Partners LLC | 112,509 | $1,466 萬 | 0.58% | +3,998+3.7% | 加碼 |
| Curi Capital | 112,297 | $1,463 萬 | 2.11% | −17,522−13.5% | 減碼 |
| Congress Asset Management Co | 112,124 | $1,461 萬 | 0.14% | +109+0.1% | 加碼 |