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 |
|---|---|---|---|---|---|
| Paragon Advisors, LLC | 6,780 | $98.3 萬 | 0.41% | +1,237+22.3% | 加碼 |
| Winmill & Co. Inc | 6,800 | $98.6 萬 | 0.36% | 00.0% | 不變 |
| Port Capital LLC | 6,805 | $98.7 萬 | 0.06% | +134+2.0% | 加碼 |
| Glassman Wealth Services | 6,809 | $98.7 萬 | 0.16% | +47+0.7% | 加碼 |
| XTX Topco Ltd | 6,811 | $98.8 萬 | 0.17% | +6,811 | 新進 |
| Sunflower Bank, N.A. | 6,812 | $98.8 萬 | 0.24% | −122−1.8% | 減碼 |
| Carmichael Hill & Associates, Inc. | 6,821 | $98.9 萬 | 0.49% | +10.0% | 加碼 |
| Palogic Value Management, L.P. | 6,824 | $99.0 萬 | 0.49% | 00.0% | 不變 |
| Terril Brothers, Inc. | 6,844 | $99.3 萬 | 0.48% | +329+5.0% | 加碼 |
| Richard W. Paul & Associates, LLC | 6,853 | $99.4 萬 | 0.45% | +153+2.3% | 加碼 |
| Wagner Wealth Management, LLC | 6,861 | $99.5 萬 | 0.37% | +19+0.3% | 加碼 |
| Credential Qtrade Securities Inc. | 6,903 | $100.1 萬 | 0.07% | +183+2.7% | 加碼 |
| BluePath Capital Management, LLC | 6,904 | $100.1 萬 | 0.92% | +6,904 | 新進 |
| Meeder Asset Management Inc | 6,931 | $100.5 萬 | 0.08% | −265−3.7% | 減碼 |
| Grey Street Capital, LLC | 6,934 | $100.6 萬 | 0.58% | +25+0.4% | 加碼 |
| Advisory Alpha, LLC | 6,945 | $100.7 萬 | 0.05% | +996+16.7% | 加碼 |
| Wills Financial Group, Inc. | 6,947 | $100.7 萬 | 0.55% | +10.0% | 加碼 |
| Stiles Financial Services Inc | 6,960 | $100.9 萬 | 0.52% | +215+3.2% | 加碼 |
| Gray Wealth Management Inc. | 6,966 | $101.0 萬 | 0.52% | −342−4.7% | 減碼 |
| Gallagher Fiduciary Advisors, LLC | 6,981 | $101.2 萬 | 0.09% | −638−8.4% | 減碼 |
| Jump Financial, LLC | 6,994 | $101.4 萬 | 0.04% | +6,994 | 新進 |
| Meridian Investment Counsel Inc. | 7,003 | $101.6 萬 | 0.38% | 00.0% | 不變 |
| Objective Capital Management, LLC | 7,006 | $101.6 萬 | 0.90% | −115−1.6% | 減碼 |
| Sippican Capital Advisors | 7,018 | $101.8 萬 | 0.93% | +210+3.1% | 加碼 |
| Fidelity D & D Bancorp Inc | 7,019 | $101.8 萬 | 1.05% | +7,019 | 新進 |
| Bluesphere Advisors, LLC | 7,029 | $101.9 萬 | 0.73% | +20.0% | 加碼 |
| Highline Wealth Partners LLC | 7,040 | $102.1 萬 | 0.63% | +46+0.7% | 加碼 |
| Capital Planning Advisors, LLC | 7,045 | $102.2 萬 | 0.21% | +311+4.6% | 加碼 |
| Column Capital Advisors, LLC | 7,054 | $102.3 萬 | 0.15% | −326−4.4% | 減碼 |
| Birchcreek Wealth Management, LLC | 7,066 | $102.5 萬 | 0.69% | +291+4.3% | 加碼 |
| Amica Retiree Medical Trust | 7,073 | $102.6 萬 | 1.21% | 00.0% | 不變 |
| Rosenbaum Jay D. | 7,078 | $102.6 萬 | 1.72% | −4,450−38.6% | 減碼 |
| O'Brien Greene & Co. Inc | 7,078 | $102.6 萬 | 0.38% | −125−1.7% | 減碼 |
| KC Investment Advisors, LLC | 7,082 | $102.7 萬 | 0.67% | −214−2.9% | 減碼 |
| Cookson Peirce & Co Inc | 7,096 | $102.9 萬 | 0.07% | +4,481+171.4% | 加碼 |
| Denali Advisors LLC | 7,100 | $103.0 萬 | 0.36% | 00.0% | 不變 |
| Atlas Capital Advisors LLC | 7,102 | $103.0 萬 | 0.17% | 00.0% | 不變 |
| Sandy Cove Advisors, LLC | 7,103 | $103.0 萬 | 0.60% | +32+0.5% | 加碼 |
| Spinnaker Investment Group, LLC | 7,107 | $103.1 萬 | 0.35% | −231−3.1% | 減碼 |
| Sym Financial Corp | 7,121 | $103.3 萬 | 0.18% | +5,206+271.9% | 加碼 |
| Capital Investment Counsel, Inc | 7,144 | $103.6 萬 | 0.21% | +15+0.2% | 加碼 |
| Affiance Financial, LLC | 7,148 | $103.7 萬 | 0.53% | −40−0.6% | 減碼 |
| Allegheny Financial Group LTD | 7,162 | $103.9 萬 | 0.39% | −972−11.9% | 減碼 |
| Five Oceans Advisors | 7,173 | $104.0 萬 | 0.67% | +25+0.3% | 加碼 |
| Schear Investment Advisers, LLC | 7,186 | $104.2 萬 | 1.12% | −331−4.4% | 減碼 |
| Cladis Investment Advisory, LLC | 7,189 | $104.3 萬 | 0.91% | +87+1.2% | 加碼 |
| SRS Capital Advisors, Inc. | 7,204 | $104.5 萬 | 0.13% | −234−3.1% | 減碼 |
| Armbruster Capital Management, Inc. | 7,205 | $104.5 萬 | 0.26% | −328−4.4% | 減碼 |
| Mizuho Markets Cayman LP | 7,211 | $104.6 萬 | 0.46% | +7,211 | 新進 |
| Summit Wealth Partners, LLC | 7,224 | $104.8 萬 | 0.27% | +323+4.7% | 加碼 |
| AllSquare Wealth Management LLC | 7,229 | $104.8 萬 | 0.68% | −12−0.2% | 減碼 |
| Jupiter Wealth Management LLC | 7,187 | $105.2 萬 | 0.68% | 00.0% | 不變 |
| Powell Investment Advisors, LLC | 7,257 | $105.2 萬 | 0.63% | 00.0% | 不變 |
| One + One Wealth Management, LLC | 7,288 | $105.7 萬 | 0.69% | −441−5.7% | 減碼 |
| First Command Advisory Services, Inc. | 7,294 | $105.8 萬 | 0.01% | +7,293+729,300.0% | 加碼 |
| McGlone Suttner Wealth Management, Inc. | 7,297 | $105.8 萬 | 0.25% | +331+4.8% | 加碼 |
| Austin Private Wealth, LLC | 7,300 | $105.9 萬 | 0.15% | +260+3.7% | 加碼 |
| Driehaus Capital Management LLC | 7,302 | $105.9 萬 | 0.01% | −915−11.1% | 減碼 |
| Eagle Bay Advisors LLC | 7,316 | $106.1 萬 | 0.49% | +1,639+28.9% | 加碼 |
| Ironwood Investment Management LLC | 7,338 | $106.4 萬 | 0.65% | 00.0% | 不變 |
| Charter Oak Capital Management, LLC | 7,350 | $106.6 萬 | 0.14% | −36−0.5% | 減碼 |
| Foster Victor Wealth Advisors, LLC | 7,358 | $106.8 萬 | 0.12% | −632−7.9% | 減碼 |
| LBMC Investment Advisors, LLC | 7,490 | $106.9 萬 | 0.11% | 00.0% | 不變 |
| Financial Management Network Inc | 7,462 | $107.0 萬 | 0.35% | +22+0.3% | 加碼 |
| Prairie Sky Financial Group LLC | 7,384 | $107.1 萬 | 0.75% | +152+2.1% | 加碼 |
| Lionsbridge Wealth Management LLC | 7,426 | $107.7 萬 | 1.02% | −6−0.1% | 減碼 |
| Solidarilty Wealth, LLC | 7,430 | $107.7 萬 | 0.39% | −1,159−13.5% | 減碼 |
| Phillips Wealth Planners LLC | 7,421 | $107.8 萬 | 1.46% | +36+0.5% | 加碼 |
| Thrive Wealth Management, LLC | 7,442 | $107.9 萬 | 0.29% | +386+5.5% | 加碼 |
| Altus Wealth Group LLC | 7,442 | $107.9 萬 | 0.68% | −163−2.1% | 減碼 |
| Atwood & Palmer Inc | 7,445 | $108.0 萬 | 0.09% | −500−6.3% | 減碼 |
| Deseret Mutual Benefit Administrators | 7,462 | $108.2 萬 | 0.53% | −1,440−16.2% | 減碼 |
| FSB Premier Wealth Management, Inc. | 7,478 | $108.4 萬 | 0.60% | +137+1.9% | 加碼 |
| Icapital Wealth LLC | 7,484 | $108.5 萬 | 0.77% | −13−0.2% | 減碼 |
| REDW Wealth LLC | 7,490 | $108.6 萬 | 0.33% | +30.0% | 加碼 |
| RF&L Wealth Management, LLC | 7,493 | $108.7 萬 | 1.01% | 00.0% | 不變 |
| Balboa Wealth Partners | 7,494 | $108.7 萬 | 0.41% | +331+4.6% | 加碼 |
| Stoneridge Investment Partners LLC | 7,497 | $108.7 萬 | 0.51% | −331−4.2% | 減碼 |
| Alta Advisers Ltd | 7,500 | $108.8 萬 | 0.63% | 00.0% | 不變 |
| Lumina Fund Management LLC | 7,500 | $108.8 萬 | 0.52% | 00.0% | 不變 |
| Madden Securities Corp | 7,520 | $109.0 萬 | 0.62% | −1,000−11.7% | 減碼 |
| Cooper Financial Group | 7,520 | $109.1 萬 | 0.26% | −4−0.1% | 減碼 |
| Covenant Partners, LLC | 7,531 | $109.2 萬 | 0.40% | −578−7.1% | 減碼 |
| Capital City Trust Co | 7,535 | $109.3 萬 | 0.36% | +2,109+38.9% | 加碼 |
| Kolinsky Wealth Management, LLC | 7,545 | $109.4 萬 | 1.09% | +545+7.8% | 加碼 |
| Trust Co | 7,550 | $109.5 萬 | 0.18% | −3,185−29.7% | 減碼 |
| DMG Group, LLC | 7,557 | $109.6 萬 | 1.11% | +200+2.7% | 加碼 |
| Community Capital Management, Inc. | 7,600 | $110.2 萬 | 1.75% | +3,800+100.0% | 加碼 |
| IFG Advisors, LLC | 7,602 | $110.2 萬 | 0.39% | −30.0% | 減碼 |
| Olistico Wealth, LLC | 7,605 | $110.3 萬 | 0.99% | −100−1.3% | 減碼 |
| SC&H Financial Advisors, Inc. | 7,607 | $110.3 萬 | 0.37% | −10.0% | 減碼 |
| Kessler Investment Group, LLC | 7,610 | $110.4 萬 | 0.92% | +382+5.3% | 加碼 |
| Cornerstone National Bank & Trust Co | 7,624 | $110.6 萬 | 0.68% | −107−1.4% | 減碼 |
| Monterey Private Wealth, Inc. | 7,632 | $110.7 萬 | 0.56% | −700−8.4% | 減碼 |
| Talisman Wealth Advisors LLC | 7,639 | $110.8 萬 | 1.92% | −47−0.6% | 減碼 |
| James J. Burns & Company, LLC | 7,662 | $111.1 萬 | 0.30% | −191−2.4% | 減碼 |
| Garrison Point Advisors, LLC | 7,679 | $111.4 萬 | 0.86% | +34+0.4% | 加碼 |
| Belmont Capital, LLC | 7,679 | $111.4 萬 | 0.60% | +2,249+41.4% | 加碼 |
| Alhambra Investment Partners LLC | 7,703 | $111.7 萬 | 0.74% | −88−1.1% | 減碼 |
| AlphaStar Capital Management, LLC | 7,705 | $111.7 萬 | 0.14% | +337+4.6% | 加碼 |