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 |
|---|---|---|---|---|---|
| Wedbush Securities Inc | 112,027 | $1,460 萬 | 0.73% | −4,832−4.1% | 減碼 |
| United Asset Strategies, Inc. | 111,667 | $1,455 萬 | 1.92% | −2,458−2.2% | 減碼 |
| Applied Finance Capital Management, LLC | 111,665 | $1,455 萬 | 1.81% | +558+0.5% | 加碼 |
| J.P. Marvel Investment Advisors, LLC | 111,595 | $1,454 萬 | 3.28% | −81−0.1% | 減碼 |
| Bridgeway Capital Management, LLC | 110,162 | $1,436 萬 | 0.38% | −5,188−4.5% | 減碼 |
| MainStreet Investment Advisors LLC | 110,077 | $1,434 萬 | 1.58% | +685+0.6% | 加碼 |
| Squarepoint Ops LLC | 109,750 | $1,430 萬 | 0.10% | −56,454−34.0% | 減碼 |
| Texas Yale Capital Corp. | 109,651 | $1,429 萬 | 0.73% | +101+0.1% | 加碼 |
| Park Avenue Securities LLC | 109,649 | $1,429 萬 | 0.25% | +540.0% | 加碼 |
| Baltimore-Washington Financial Advisors, Inc. | 108,796 | $1,418 萬 | 1.26% | −396−0.4% | 減碼 |
| Grassi Investment Management | 108,789 | $1,418 萬 | 1.76% | −473−0.4% | 減碼 |
| Washington Trust Bank | 108,569 | $1,415 萬 | 1.51% | +7,738+7.7% | 加碼 |
| Assetmark, Inc | 108,535 | $1,414 萬 | 0.06% | +12,681+13.2% | 加碼 |
| Perfromance Wealth Partners, LLC | 108,462 | $1,413 萬 | 0.72% | +150.0% | 加碼 |
| Cabot Wealth Management Inc | 108,203 | $1,410 萬 | 2.23% | −507−0.5% | 減碼 |
| SS&H Financial Advisors, Inc. | 107,820 | $1,405 萬 | 6.44% | +4,534+4.4% | 加碼 |
| Gillespie Robinson & Grimm Inc | 107,484 | $1,401 萬 | 1.36% | −4,060−3.6% | 減碼 |
| Webster Bank, N. A. | 107,409 | $1,400 萬 | 1.82% | −3,316−3.0% | 減碼 |
| Diversified Trust Co | 107,393 | $1,399 萬 | 0.54% | +1,246+1.2% | 加碼 |
| CSM Advisors, LLC | 107,289 | $1,398 萬 | 1.21% | +7,699+7.7% | 加碼 |
| Colonial Trust Advisors | 106,893 | $1,393 萬 | 1.64% | −1,595−1.5% | 減碼 |
| Sonora Investment Management Group, LLC | 106,379 | $1,386 萬 | 1.21% | +2,977+2.9% | 加碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 106,131 | $1,383 萬 | 2.19% | +1,655+1.6% | 加碼 |
| Brown Brothers Harriman & Co | 106,045 | $1,382 萬 | 0.12% | +165+0.2% | 加碼 |
| Edge Capital Group, LLC | 105,955 | $1,381 萬 | 0.85% | +19,693+22.8% | 加碼 |
| Woodley Farra Manion Portfolio Management Inc | 105,004 | $1,368 萬 | 0.93% | −814−0.8% | 減碼 |
| Kingsview Wealth Management, LLC | 104,980 | $1,368 萬 | 0.57% | −810−0.8% | 減碼 |
| Anderson Hoagland & Co | 104,859 | $1,366 萬 | 1.96% | −75−0.1% | 減碼 |
| Torray LLC | 104,691 | $1,364 萬 | 2.45% | −570−0.5% | 減碼 |
| Thompson Siegel & Walmsley LLC | 104,590 | $1,363 萬 | 0.22% | −3,280−3.0% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 104,371 | $1,360 萬 | 1.11% | −723−0.7% | 減碼 |
| Baxter Bros Inc | 104,312 | $1,359 萬 | 2.14% | −750−0.7% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 104,252 | $1,359 萬 | 1.41% | +27,563+35.9% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 104,238 | $1,358 萬 | 0.59% | −2,586−2.4% | 減碼 |
| Trust Co of Virginia | 103,826 | $1,353 萬 | 1.50% | +701+0.7% | 加碼 |
| Bragg Financial Advisors, Inc | 103,456 | $1,348 萬 | 0.80% | +761+0.7% | 加碼 |
| Rothschild Capital Partners, LLC | 103,147 | $1,344 萬 | 5.51% | +450.0% | 加碼 |
| Fiduciary Group LLC | 103,072 | $1,343 萬 | 1.75% | −1,009−1.0% | 減碼 |
| Sigma Planning Corp | 103,025 | $1,343 萬 | 0.45% | +9,818+10.5% | 加碼 |
| Lincoln National Corp | 102,964 | $1,342 萬 | 0.28% | −218−0.2% | 減碼 |
| SG Americas Securities, LLC | 102,905 | $1,341 萬 | 0.18% | −241,386−70.1% | 減碼 |
| First American Trust, FSB | 102,749 | $1,339 萬 | 1.99% | +1,104+1.1% | 加碼 |
| TD Private Client Wealth LLC | 102,131 | $1,331 萬 | 0.60% | −16,727−14.1% | 減碼 |
| Clear Harbor Asset Management, LLC | 102,090 | $1,330 萬 | 1.38% | +49,567+94.4% | 加碼 |
| Gluskin Sheff & Assoc Inc | 101,905 | $1,328 萬 | 0.72% | −7,349−6.7% | 減碼 |
| JGP Wealth Management, LLC | 101,383 | $1,321 萬 | 2.32% | +28,853+39.8% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 101,392 | $1,321 萬 | 1.38% | 00.0% | 不變 |
| First Citizens Bank & Trust Co | 101,287 | $1,320 萬 | 0.26% | +16,993+20.2% | 加碼 |
| United Bank | 101,264 | $1,320 萬 | 1.69% | −197−0.2% | 減碼 |
| First Financial Bank - Trust Division | 101,038 | $1,317 萬 | 1.41% | −161−0.2% | 減碼 |
| Integrated Wealth Concepts LLC | 100,790 | $1,313 萬 | 0.27% | +33,091+48.9% | 加碼 |
| Middleton & Co Inc | 100,761 | $1,313 萬 | 1.89% | −425−0.4% | 減碼 |
| BTC Capital Management, Inc. | 100,739 | $1,311 萬 | 1.51% | +1,041+1.0% | 加碼 |
| James Investment Research Inc | 100,369 | $1,308 萬 | 1.73% | −778−0.8% | 減碼 |
| Clearstead Advisors, LLC | 100,154 | $1,305 萬 | 0.95% | +1,457+1.5% | 加碼 |
| Hudson Bay Capital Management LP | 100,000 | $1,303 萬 | 0.14% | +5,000+5.3% | 加碼 |
| Segantii Capital Management Ltd | 100,000 | $1,303 萬 | 0.57% | +100,000 | 新進 |
| Fiduciary Alliance LLC | 99,885 | $1,302 萬 | 3.27% | +3,907+4.1% | 加碼 |
| Sawtooth Solutions, LLC | 99,004 | $1,290 萬 | 0.34% | +61,797+166.1% | 加碼 |
| NBT Bank N A | 98,998 | $1,290 萬 | 1.89% | −624−0.6% | 減碼 |
| Empowered Funds, LLC | 98,971 | $1,290 萬 | 0.76% | +4,275+4.5% | 加碼 |
| Moneta Group Investment Advisors LLC | 98,631 | $1,285 萬 | 0.31% | +10,411+11.8% | 加碼 |
| New England Asset Management Inc | 98,342 | $1,281 萬 | 1.91% | −6,810−6.5% | 減碼 |
| Yarbrough Capital, LLC | 97,875 | $1,275 萬 | 1.04% | 00.0% | 不變 |
| Choate Investment Advisors | 97,522 | $1,271 萬 | 0.61% | +4,991+5.4% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 97,135 | $1,266 萬 | 0.53% | −1,680−1.7% | 減碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 97,092 | $1,265 萬 | 1.48% | −1,461−1.5% | 減碼 |
| Telemus Capital, LLC | 96,762 | $1,261 萬 | 1.11% | −98−0.1% | 減碼 |
| Pallas Capital Advisors LLC | 88,793 | $1,250 萬 | 1.17% | +4,991+6.0% | 加碼 |
| Farmers Trust Co | 95,874 | $1,249 萬 | 2.76% | −337−0.4% | 減碼 |
| We Are One Seven, LLC | 95,563 | $1,245 萬 | 0.79% | +15,249+19.0% | 加碼 |
| Verdence Capital Advisors LLC | 95,499 | $1,244 萬 | 1.50% | −1,164−1.2% | 減碼 |
| Bank Hapoalim BM | 95,292 | $1,242 萬 | 1.71% | −21,972−18.7% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 94,968 | $1,238 萬 | 0.64% | +9,714+11.4% | 加碼 |
| Westchester Capital Management, Inc. | 94,919 | $1,237 萬 | 3.56% | −1,719−1.8% | 減碼 |
| Chicago Partners Investment Group LLC | 87,702 | $1,234 萬 | 0.72% | +6,368+7.8% | 加碼 |
| Peak Asset Management, LLC | 94,471 | $1,231 萬 | 3.01% | −83−0.1% | 減碼 |
| CCM Investment Advisers LLC | 94,168 | $1,227 萬 | 1.74% | −6,120−6.1% | 減碼 |
| Vancity Investment Management Ltd | 94,167 | $1,227 萬 | 1.72% | −6,954−6.9% | 減碼 |
| Edge Wealth Management LLC | 94,209 | $1,226 萬 | 2.81% | +8,088+9.4% | 加碼 |
| Rossmore Private Capital | 94,078 | $1,226 萬 | 1.92% | −120.0% | 減碼 |
| Ledyard National Bank | 93,617 | $1,220 萬 | 1.40% | −3,103−3.2% | 減碼 |
| Sand Hill Global Advisors, LLC | 93,350 | $1,216 萬 | 0.65% | −432−0.5% | 減碼 |
| Mitchell Sinkler & Starr | 93,227 | $1,215 萬 | 3.59% | +1,270+1.4% | 加碼 |
| Daymark Wealth Partners, LLC | 93,072 | $1,213 萬 | 1.61% | +16,631+21.8% | 加碼 |
| Cincinnati Casualty Co | 93,000 | $1,212 萬 | 7.59% | 00.0% | 不變 |
| Cincinnati Specialty Underwriters Insurance CO | 93,000 | $1,212 萬 | 4.83% | 00.0% | 不變 |
| Overbrook Management Corp | 92,884 | $1,210 萬 | 3.17% | −799−0.9% | 減碼 |
| Penobscot Investment Management Company, Inc. | 92,710 | $1,208 萬 | 2.10% | −1,452−1.5% | 減碼 |
| Eagle Rock Investment Company, LLC | 92,559 | $1,206 萬 | 2.77% | −6,848−6.9% | 減碼 |
| Assenagon Asset Management S.A. | 92,552 | $1,206 萬 | 0.05% | −590−0.6% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 92,202 | $1,201 萬 | 0.31% | +269+0.3% | 加碼 |
| Pictet North America Advisors SA | 91,971 | $1,198 萬 | 1.93% | −8,556−8.5% | 減碼 |
| Wetherby Asset Management Inc | 91,774 | $1,196 萬 | 0.70% | +4,385+5.0% | 加碼 |
| Endurance Wealth Management, Inc. | 91,692 | $1,195 萬 | 1.70% | −142−0.2% | 減碼 |
| Charter Trust Co | 91,595 | $1,194 萬 | 0.95% | −3,186−3.4% | 減碼 |
| Shell Asset Management Co | 91,017 | $1,186 萬 | 0.49% | −46,552−33.8% | 減碼 |
| Kornitzer Capital Management Inc | 90,823 | $1,184 萬 | 0.24% | +1,413+1.6% | 加碼 |
| Axxcess Wealth Management, LLC | 90,773 | $1,183 萬 | 0.93% | +3,279+3.7% | 加碼 |
| Hennessy Advisors Inc | 90,400 | $1,178 萬 | 0.87% | −350−0.4% | 減碼 |