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 |
|---|---|---|---|---|---|
| Biondo Investment Advisors, LLC | 90,368 | $1,178 萬 | 2.38% | −415−0.5% | 減碼 |
| Cincinnati Financial Corp | 90,000 | $1,173 萬 | 0.28% | 00.0% | 不變 |
| Viking Fund Management LLC | 90,000 | $1,173 萬 | 2.26% | 00.0% | 不變 |
| Means Investment Co., Inc. | 89,993 | $1,173 萬 | 2.06% | +2,605+3.0% | 加碼 |
| Tufton Capital Management | 89,674 | $1,169 萬 | 2.53% | +467+0.5% | 加碼 |
| Greenwood Gearhart Inc | 89,645 | $1,168 萬 | 1.49% | +3,301+3.8% | 加碼 |
| Montag A & Associates Inc | 89,389 | $1,165 萬 | 0.76% | −1,105−1.2% | 減碼 |
| Horizon Investments, LLC | 90,082 | $1,165 萬 | 0.34% | −14,584−13.9% | 減碼 |
| Addenda Capital Inc. | 88,982 | $1,160 萬 | 0.48% | −9,613−9.7% | 減碼 |
| Beese Fulmer Investment Management, Inc. | 88,850 | $1,158 萬 | 1.32% | +1,655+1.9% | 加碼 |
| Strategic Global Advisors, LLC | 88,352 | $1,151 萬 | 1.85% | +22,212+33.6% | 加碼 |
| Leavell Investment Management, Inc. | 87,732 | $1,143 萬 | 0.82% | +349+0.4% | 加碼 |
| Grimes & Company, Inc. | 87,642 | $1,142 萬 | 0.47% | +3,052+3.6% | 加碼 |
| Talbot Financial, LLC | 87,535 | $1,141 萬 | 2.12% | −17,293−16.5% | 減碼 |
| Schnieders Capital Management LLC | 87,358 | $1,138 萬 | 2.55% | +767+0.9% | 加碼 |
| Savant Capital, LLC | 87,038 | $1,134 萬 | 0.21% | +14,340+19.7% | 加碼 |
| Freestone Capital Holdings, LLC | 86,662 | $1,129 萬 | 0.50% | +278+0.3% | 加碼 |
| Cohen Capital Management, Inc. | 86,559 | $1,128 萬 | 2.28% | −256−0.3% | 減碼 |
| Vantage Investment Partners, LLC | 86,549 | $1,128 萬 | 1.54% | +1,827+2.2% | 加碼 |
| Earnest Partners LLC | 86,416 | $1,126 萬 | 0.07% | 00.0% | 不變 |
| Mutual Advisors, LLC | 86,352 | $1,125 萬 | 0.46% | +1,446+1.7% | 加碼 |
| Level Four Advisory Services, LLC | 86,194 | $1,123 萬 | 0.74% | +1,333+1.6% | 加碼 |
| Stamos Capital Partners, L.P. | 86,060 | $1,121 萬 | 2.89% | +28,130+48.6% | 加碼 |
| Verition Fund Management LLC | 86,020 | $1,121 萬 | 0.18% | +56,601+192.4% | 加碼 |
| Jupiter Asset Management Ltd | 85,885 | $1,119 萬 | 0.15% | −43,838−33.8% | 減碼 |
| Lyell Wealth Management, LP | 85,832 | $1,118 萬 | 1.57% | −1,946−2.2% | 減碼 |
| Integrated Advisors Network LLC | 85,806 | $1,118 萬 | 0.67% | −4,831−5.3% | 減碼 |
| Novare Capital Management LLC | 85,802 | $1,118 萬 | 1.27% | −2,122−2.4% | 減碼 |
| Forum Financial Management, LP | 85,578 | $1,115 萬 | 0.32% | −1,714−2.0% | 減碼 |
| Hoylecohen, LLC | 85,397 | $1,113 萬 | 1.04% | −366−0.4% | 減碼 |
| Sit Investment Associates Inc | 85,064 | $1,109 萬 | 0.30% | −1,452−1.7% | 減碼 |
| Stockman Wealth Management, Inc. | 85,007 | $1,108 萬 | 2.48% | −2,145−2.5% | 減碼 |
| Bright Rock Capital Management, LLC | 85,000 | $1,108 萬 | 2.77% | −25,000−22.7% | 減碼 |
| Matthew 25 Management Corp | 85,000 | $1,108 萬 | 4.32% | −2,500−2.9% | 減碼 |
| Cape Cod Five Cents Savings Bank | 84,490 | $1,101 萬 | 1.20% | −735−0.9% | 減碼 |
| Hudson Valley Investment Advisors Inc | 84,338 | $1,099 萬 | 1.54% | +1,955+2.4% | 加碼 |
| Armistice Capital, LLC | 84,000 | $1,095 萬 | 0.25% | +84,000 | 新進 |
| Community Bank, N.A. | 83,897 | $1,093 萬 | 1.48% | +1,327+1.6% | 加碼 |
| Grand Jean Capital Management Inc | 83,594 | $1,089 萬 | 4.19% | +16,615+24.8% | 加碼 |
| Palisade Asset Management, LLC | 83,486 | $1,088 萬 | 1.33% | −93−0.1% | 減碼 |
| New Republic Capital, LLC | 83,341 | $1,086 萬 | 8.20% | +7,784+10.3% | 加碼 |
| Empirical Finance, LLC | 82,960 | $1,081 萬 | 1.01% | +3,829+4.8% | 加碼 |
| Allworth Financial LP | 82,950 | $1,081 萬 | 0.11% | +5,213+6.7% | 加碼 |
| GHP Investment Advisors, Inc. | 82,587 | $1,076 萬 | 0.68% | +2,369+3.0% | 加碼 |
| Haverford Financial Services, Inc. | 82,481 | $1,075 萬 | 3.36% | −288−0.3% | 減碼 |
| Woodmont Investment Counsel LLC | 82,306 | $1,073 萬 | 1.15% | +4,585+5.9% | 加碼 |
| Longbow Finance SA | 82,221 | $1,071 萬 | 1.35% | −78,935−49.0% | 減碼 |
| Burns J W & Co Inc | 82,064 | $1,069 萬 | 1.82% | +766+0.9% | 加碼 |
| Transcend Wealth Collective, LLC | 81,973 | $1,068 萬 | 1.12% | −3,083−3.6% | 減碼 |
| Bleakley Financial Group, LLC | 81,801 | $1,066 萬 | 0.36% | +7,856+10.6% | 加碼 |
| Rice Partnership, LLC | 81,381 | $1,060 萬 | 3.18% | −1,475−1.8% | 減碼 |
| Thompson Investment Management, Inc. | 81,349 | $1,060 萬 | 1.79% | +235+0.3% | 加碼 |
| Simmons Bank | 81,280 | $1,059 萬 | 0.90% | −132−0.2% | 減碼 |
| RPG Investment Advisory, LLC | 81,101 | $1,057 萬 | 1.87% | −70−0.1% | 減碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 81,067 | $1,056 萬 | 2.53% | +771+1.0% | 加碼 |
| FourThought Financial Partners, LLC | 80,360 | $1,047 萬 | 1.44% | +14,981+22.9% | 加碼 |
| Shelton Capital Management | 80,338 | $1,047 萬 | 0.44% | +45,938+133.5% | 加碼 |
| SFE Investment Counsel | 75,053 | $1,043 萬 | 3.22% | +1,067+1.4% | 加碼 |
| General American Investors Co Inc | 80,000 | $1,042 萬 | 0.99% | 00.0% | 不變 |
| Telos Capital Management, Inc. | 79,509 | $1,036 萬 | 1.45% | +455+0.6% | 加碼 |
| Girard Partners Ltd. | 79,430 | $1,035 萬 | 1.14% | −5,764−6.8% | 減碼 |
| Whitener Capital Management, Inc. | 79,357 | $1,034 萬 | 4.32% | −1,363−1.7% | 減碼 |
| Coldstream Capital Management Inc | 79,356 | $1,034 萬 | 0.35% | −230.0% | 減碼 |
| GAM Holding AG | 79,349 | $1,034 萬 | 0.72% | +278+0.4% | 加碼 |
| Courier Capital LLC | 79,306 | $1,033 萬 | 1.14% | −1,805−2.2% | 減碼 |
| Winslow Asset Management Inc | 78,971 | $1,029 萬 | 2.40% | −569−0.7% | 減碼 |
| Socorro Asset Management LP | 78,875 | $1,028 萬 | 4.54% | −5,802−6.9% | 減碼 |
| Ardent Capital Management, Inc. | 78,732 | $1,026 萬 | 7.37% | −338−0.4% | 減碼 |
| Amica Mutual Insurance Co | 78,720 | $1,026 萬 | 1.14% | −5,048−6.0% | 減碼 |
| Apollon Wealth Management, LLC | 78,487 | $1,023 萬 | 0.63% | +7,981+11.3% | 加碼 |
| Iowa State Bank | 78,392 | $1,022 萬 | 2.56% | +1,613+2.1% | 加碼 |
| JB Capital LLC | 78,112 | $1,018 萬 | 0.93% | +2,086+2.7% | 加碼 |
| CWA Asset Management Group, LLC | 78,085 | $1,018 萬 | 0.76% | −4,477−5.4% | 減碼 |
| Punch & Associates Investment Management, Inc. | 77,871 | $1,015 萬 | 0.65% | −370−0.5% | 減碼 |
| Richard Bernstein Advisors LLC | 77,780 | $1,014 萬 | 0.21% | 00.0% | 不變 |
| Meitav Dash Investments Ltd | 72,786 | $1,013 萬 | 0.17% | −214,523−74.7% | 減碼 |
| Community Bank of Raymore | 77,597 | $1,011 萬 | 3.87% | −13,788−15.1% | 減碼 |
| Moreno Evelyn V | 77,473 | $1,010 萬 | 2.29% | +258+0.3% | 加碼 |
| Valicenti Advisory Services Inc | 77,309 | $1,007 萬 | 3.36% | +5,882+8.2% | 加碼 |
| 1st Source Bank | 77,181 | $1,006 萬 | 0.67% | −1,031−1.3% | 減碼 |
| Goldentree Asset Management LP | 76,865 | $1,002 萬 | 0.94% | +76,865 | 新進 |
| Eagle Ridge Investment Management | 76,701 | $999.5 萬 | 1.12% | −500−0.6% | 減碼 |
| ARS Wealth Advisors Group, LLC | 76,524 | $997.2 萬 | 1.84% | +2,370+3.2% | 加碼 |
| Prime Capital Investment Advisors, LLC | 76,434 | $996.0 萬 | 0.41% | +5,118+7.2% | 加碼 |
| King Wealth | 76,258 | $993.7 萬 | 2.20% | +1,897+2.6% | 加碼 |
| Alberta Investment Management Corp | 76,100 | $991.7 萬 | 0.10% | −67,602−47.0% | 減碼 |
| Fort Sheridan Advisors LLC | 75,994 | $990.3 萬 | 2.51% | +10,938+16.8% | 加碼 |
| Two Sigma Advisers, LP | 75,800 | $987.7 萬 | 0.03% | −181,900−70.6% | 減碼 |
| Belpointe Asset Management LLC | 75,640 | $985.7 萬 | 0.53% | −95−0.1% | 減碼 |
| Everence Capital Management Inc | 75,425 | $982.9 萬 | 0.80% | 00.0% | 不變 |
| German American Bancorp, Inc. | 75,211 | $980.1 萬 | 1.47% | −2,432−3.1% | 減碼 |
| Country Club Bank | 76,120 | $980.0 萬 | 0.81% | +9,858+14.9% | 加碼 |
| Ycg, LLC | 75,206 | $980.0 萬 | 0.96% | −349−0.5% | 減碼 |
| Balyasny Asset Management LLC | 75,087 | $978.5 萬 | 0.03% | +75,087 | 新進 |
| Circle Wealth Management, LLC | 74,995 | $977.3 萬 | 1.41% | −13,039−14.8% | 減碼 |
| Point72 Asset Management, L.P. | 74,974 | $977.0 萬 | 0.03% | +74,974 | 新進 |
| NJ State Employees Deferred Compensation Plan | 74,800 | $974.7 萬 | 1.50% | 00.0% | 不變 |
| Annex Advisory Services, LLC | 74,798 | $974.7 萬 | 0.52% | +40,861+120.4% | 加碼 |
| Vinva Investment Management Ltd | 75,647 | $974.0 萬 | 0.82% | +75,647 | 新進 |
| WealthBridge Investment Counsel Inc. | 74,606 | $972.2 萬 | 4.30% | −1,135−1.5% | 減碼 |