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 3 季 13F 持有人
JPMorgan Chase & Co 在 2023/9/30 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
- 3,710
- 較 2023 年第 2 季 +81 家
- 持有股數
- 20.5 億
- 較 2023 年第 2 季 +321.0 萬 (+0.2%)
- 總市值
- $2,970 億
- 較 2023 年第 2 季 +$175.6 萬 (0.0%)
- 新進機構
- 161
- 另有 1,579 家加碼
- 清倉機構
- 80
- 另有 1,564 家減碼
另有 43 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 3 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 2023 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Harris Associates L P大師Oakmark（Harris Associates） | 5,175 | $75.0 萬 | 0.00% | 00.0% | 不變 |
| Campion Asset Management LLC | 5,175 | $75.0 萬 | 0.69% | 00.0% | 不變 |
| Wayfinding Financial, LLC | 5,224 | $75.1 萬 | 0.57% | +20+0.4% | 加碼 |
| Kennedy Investment Group | 5,185 | $75.2 萬 | 0.45% | −4−0.1% | 減碼 |
| WealthTrust Axiom LLC | 5,198 | $75.4 萬 | 0.27% | −630−10.8% | 減碼 |
| ABLE Financial Group, LLC | 5,208 | $75.5 萬 | 0.38% | −204−3.8% | 減碼 |
| McNaughton Wealth Management, LLC | 5,222 | $75.7 萬 | 0.50% | −132−2.5% | 減碼 |
| Horan Securities, Inc. | 5,227 | $75.8 萬 | 0.40% | −38−0.7% | 減碼 |
| LVZ Advisors, Inc. | 5,228 | $75.8 萬 | 0.12% | +30+0.6% | 加碼 |
| Cidel Asset Management Inc | 5,243 | $76.0 萬 | 0.04% | −80−1.5% | 減碼 |
| Copperwynd Financial, LLC | 5,270 | $76.4 萬 | 0.36% | −142−2.6% | 減碼 |
| Eagle Harbor Asset Management Inc | 5,349 | $77.6 萬 | 1.02% | +329+6.6% | 加碼 |
| Investment House LLC | 5,351 | $77.6 萬 | 0.06% | 00.0% | 不變 |
| Partners Capital Investment Group, LLP | 5,352 | $77.6 萬 | 0.02% | +1,645+44.4% | 加碼 |
| Roberts Glore & Co Inc | 5,360 | $77.7 萬 | 0.26% | −220−3.9% | 減碼 |
| Ullmann Financial Group, Inc. | 5,368 | $77.8 萬 | 0.15% | +688+14.7% | 加碼 |
| Hall Laurie J Trustee | 5,380 | $77.9 萬 | 0.33% | −425−7.3% | 減碼 |
| Great Diamond Partners, LLC | 5,391 | $78.2 萬 | 0.21% | +469+9.5% | 加碼 |
| Silicon Valley Capital Partners | 5,409 | $78.4 萬 | 0.15% | +13+0.2% | 加碼 |
| Burt Wealth Advisors | 5,426 | $78.7 萬 | 0.24% | 00.0% | 不變 |
| Cambridge Advisors Inc. | 5,433 | $78.8 萬 | 0.21% | 00.0% | 不變 |
| Cross Staff Investments Inc | 5,436 | $78.8 萬 | 0.77% | −442−7.5% | 減碼 |
| Arcataur Capital Management LLC | 5,437 | $78.8 萬 | 0.33% | −5−0.1% | 減碼 |
| Sandbox Financial Partners, LLC | 5,438 | $78.9 萬 | 0.42% | −154−2.8% | 減碼 |
| Harvest Fund Management Co., Ltd | 5,443 | $79.0 萬 | 0.14% | +2,559+88.7% | 加碼 |
| Aspen Grove Capital, LLC | 5,451 | $79.1 萬 | 0.29% | −7,566−58.1% | 減碼 |
| Retirement Planning Group | 5,453 | $79.1 萬 | 0.08% | +117+2.2% | 加碼 |
| Cutter & CO Brokerage, Inc. | 5,454 | $79.1 萬 | 0.23% | +1,919+54.3% | 加碼 |
| Clearview Wealth Advisors LLC | 5,455 | $79.1 萬 | 0.98% | −211−3.7% | 減碼 |
| Fiducient Advisors LLC | 5,473 | $79.4 萬 | 0.04% | +5,473 | 新進 |
| Hurlow Wealth Management Group, Inc. | 5,477 | $79.4 萬 | 0.35% | −425−7.2% | 減碼 |
| Dechtman Wealth Management, LLC | 5,491 | $79.6 萬 | 0.24% | +35+0.6% | 加碼 |
| Wilkins Investment Counsel Inc | 5,498 | $79.7 萬 | 0.22% | +150+2.8% | 加碼 |
| Drake & Associates, LLC | 5,500 | $79.8 萬 | 0.36% | +290+5.6% | 加碼 |
| Crew Capital Management, Ltd. | 5,500 | $79.8 萬 | 0.86% | −66−1.2% | 減碼 |
| Bellevue Asset Management, LLC | 5,500 | $79.8 萬 | 0.54% | −7−0.1% | 減碼 |
| Eaton Financial Holdings Company, LLC | 5,502 | $79.8 萬 | 0.21% | +262+5.0% | 加碼 |
| Grant Street Asset Management, Inc. | 5,514 | $80.0 萬 | 0.32% | −176−3.1% | 減碼 |
| Black Diamond Financial, LLC | 5,515 | $80.0 萬 | 0.25% | +217+4.1% | 加碼 |
| Eagle Strategies LLC | 5,522 | $80.1 萬 | 0.20% | +25+0.5% | 加碼 |
| Westside Investment Management, Inc. | 5,529 | $80.2 萬 | 0.23% | +300+5.7% | 加碼 |
| First National Bank | 5,539 | $80.3 萬 | 0.70% | −104−1.8% | 減碼 |
| Allie Family Office LLC | 5,541 | $80.4 萬 | 0.65% | 00.0% | 不變 |
| Tranquilli Financial Advisor LLC | 5,550 | $80.5 萬 | 0.58% | +489+9.7% | 加碼 |
| Ramiah Investment Group | 5,556 | $80.6 萬 | 0.84% | −1,515−21.4% | 減碼 |
| High Falls Advisors, Inc | 5,560 | $80.6 萬 | 0.24% | +103+1.9% | 加碼 |
| One Wealth Advisors, LLC | 5,575 | $80.9 萬 | 0.18% | −87−1.5% | 減碼 |
| Moller Financial Services | 5,576 | $80.9 萬 | 0.26% | 00.0% | 不變 |
| Menard Financial Group LLC | 5,576 | $80.9 萬 | 1.17% | +311+5.9% | 加碼 |
| Cardiff Park Advisors, LLC | 5,583 | $81.0 萬 | 0.10% | −572−9.3% | 減碼 |
| Mosaic Family Wealth Partners, LLC | 5,589 | $81.1 萬 | 0.16% | +21+0.4% | 加碼 |
| Firestone Capital Management | 5,604 | $81.3 萬 | 0.28% | 00.0% | 不變 |
| Carolinas Wealth Consulting LLC | 5,856 | $81.4 萬 | 0.20% | −1,951−25.0% | 減碼 |
| Verum Partners LLC | 5,617 | $81.5 萬 | 0.36% | +1,577+39.0% | 加碼 |
| Werba Rubin Papier Wealth Management | 5,618 | $81.5 萬 | 0.29% | +6+0.1% | 加碼 |
| Colton Groome Financial Advisors, LLC | 5,628 | $81.6 萬 | 0.41% | −1,257−18.3% | 減碼 |
| Crumly & Associates Inc. | 5,628 | $81.6 萬 | 0.32% | +211+3.9% | 加碼 |
| PBMares Wealth Management LLC | 5,630 | $81.6 萬 | 0.29% | −33−0.6% | 減碼 |
| Great Point Wealth Advisors, LLC | 5,642 | $81.8 萬 | 0.25% | −18−0.3% | 減碼 |
| Whitcomb & Hess, Inc. | 5,653 | $82.0 萬 | 0.31% | −44−0.8% | 減碼 |
| Oliver Luxxe Assets LLC | 5,671 | $82.2 萬 | 0.21% | −111−1.9% | 減碼 |
| Avaii Wealth Management, LLC | 5,673 | $82.3 萬 | 0.62% | −152−2.6% | 減碼 |
| Element Wealth, LLC | 5,675 | $82.3 萬 | 0.60% | +3+0.1% | 加碼 |
| Delta Investment Management, LLC | 5,682 | $82.4 萬 | 0.23% | +226+4.1% | 加碼 |
| Core Wealth Partners LLC | 5,692 | $82.5 萬 | 0.75% | −1,444−20.2% | 減碼 |
| F/M Investments LLC | 5,698 | $82.6 萬 | 0.62% | +166+3.0% | 加碼 |
| Walled Lake Planning & Wealth Management, LLC | 5,701 | $82.7 萬 | 0.41% | +377+7.1% | 加碼 |
| West Bancorporation Inc | 5,712 | $82.8 萬 | 0.59% | +95+1.7% | 加碼 |
| Strong Tower Advisory Services | 5,721 | $83.0 萬 | 0.41% | +47+0.8% | 加碼 |
| Skba Capital Management LLC | 5,732 | $83.1 萬 | 0.15% | −200−3.4% | 減碼 |
| Brown Capital Management LLC | 5,737 | $83.2 萬 | 0.01% | −189−3.2% | 減碼 |
| Providence First Trust Co | 5,737 | $83.2 萬 | 0.46% | 00.0% | 不變 |
| Barnes Pettey Financial Advisors, LLC | 5,740 | $83.2 萬 | 0.76% | 00.0% | 不變 |
| 5th Street Advisors, LLC | 5,744 | $83.3 萬 | 0.55% | −1,069−15.7% | 減碼 |
| Sendero Wealth Management, LLC | 5,749 | $83.4 萬 | 0.18% | 00.0% | 不變 |
| Carlson Capital Management | 5,765 | $83.6 萬 | 0.05% | +261+4.7% | 加碼 |
| Opal Wealth Advisors, LLC | 5,787 | $83.9 萬 | 0.49% | +489+9.2% | 加碼 |
| Oldfather Financial Services, LLC | 5,812 | $84.3 萬 | 0.43% | −210−3.5% | 減碼 |
| Legal Advantage Investments, Inc. | 5,818 | $84.4 萬 | 0.60% | 00.0% | 不變 |
| Howard Financial Services, Ltd. | 5,825 | $84.5 萬 | 0.19% | +829+16.6% | 加碼 |
| Peregrine Asset Advisers, Inc. | 5,826 | $84.5 萬 | 0.44% | +5,826 | 新進 |
| Powers Advisory Group, LLC | 5,827 | $84.5 萬 | 0.57% | −83−1.4% | 減碼 |
| Financial Council Asset Management Inc | 5,836 | $84.6 萬 | 0.67% | −220−3.6% | 減碼 |
| Financial Engines Advisors L.L.C. | 5,838 | $84.7 萬 | 0.00% | +2,966+103.3% | 加碼 |
| St. Clair Advisors, LLC | 5,855 | $84.9 萬 | 0.33% | 00.0% | 不變 |
| Highland Financial Advisors, LLC | 5,864 | $85.0 萬 | 0.44% | +25+0.4% | 加碼 |
| FirstPurpose Wealth LLC | 5,876 | $85.2 萬 | 0.37% | +115+2.0% | 加碼 |
| Legacy Capital Wealth Partners, LLC | 5,879 | $85.3 萬 | 0.23% | +5,879 | 新進 |
| Krane Funds Advisors LLC | 5,880 | $85.3 萬 | 0.04% | +42+0.7% | 加碼 |
| Rational Advisors LLC | 5,882 | $85.3 萬 | 0.08% | −1,636−21.8% | 減碼 |
| ICA Group Wealth Management, LLC | 5,890 | $85.4 萬 | 0.24% | −159−2.6% | 減碼 |
| Doheny Asset Management | 5,905 | $85.6 萬 | 0.83% | 00.0% | 不變 |
| Kingfisher Capital LLC | 5,900 | $85.6 萬 | 0.23% | +29+0.5% | 加碼 |
| Disciplined Equity Management, Inc. | 5,913 | $85.8 萬 | 0.72% | 00.0% | 不變 |
| Pure Financial Advisors, Inc. | 5,916 | $85.8 萬 | 0.04% | +1,413+31.4% | 加碼 |
| Ellsworth Advisors, LLC | 5,905 | $85.8 萬 | 0.30% | +1,668+39.4% | 加碼 |
| KLK Capital Management LLC | 5,917 | $85.8 萬 | 1.15% | −178−2.9% | 減碼 |
| Lodestar Private Asset Management LLC | 5,921 | $85.9 萬 | 0.15% | −337−5.4% | 減碼 |
| McDaniel Terry & Co | 5,922 | $85.9 萬 | 0.09% | +47+0.8% | 加碼 |
| Clifford Group, LLC | 5,925 | $85.9 萬 | 0.93% | −1,021−14.7% | 減碼 |