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 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 | 5,158 | $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 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 |
|---|---|---|---|---|---|
| Laird Norton Trust Company, LLC | 7,716 | $111.9 萬 | 0.14% | 00.0% | 不變 |
| ARGA Investment Management, LP | 7,737 | $112.2 萬 | 0.05% | −3,844−33.2% | 減碼 |
| Veracity Capital LLC | 7,745 | $112.3 萬 | 0.52% | +49+0.6% | 加碼 |
| Pflug Koory, LLC | 7,777 | $112.8 萬 | 0.65% | −25−0.3% | 減碼 |
| Ambassador Advisors, LLC | 7,745 | $112.9 萬 | 0.27% | +14+0.2% | 加碼 |
| Dixon Fnancial Services, Inc. | 7,799 | $113.1 萬 | 0.76% | +109+1.4% | 加碼 |
| Alesco Advisors LLC | 7,809 | $113.2 萬 | 0.04% | −10.0% | 減碼 |
| Physicians Financial Services, Inc. | 7,812 | $113.3 萬 | 0.46% | 00.0% | 不變 |
| Fulton Breakefield Broenniman LLC | 7,817 | $113.4 萬 | 0.10% | +210+2.8% | 加碼 |
| Alta Wealth Advisors LLC | 7,817 | $113.4 萬 | 0.69% | +201+2.6% | 加碼 |
| Geller Advisors LLC | 7,845 | $113.8 萬 | 0.13% | −3,502−30.9% | 減碼 |
| Accel Wealth Management | 7,855 | $113.9 萬 | 0.63% | +27+0.3% | 加碼 |
| SignalPoint Asset Management, LLC | 7,872 | $114.2 萬 | 0.36% | +112+1.4% | 加碼 |
| RFP Financial Group LLC | 7,869 | $114.2 萬 | 0.50% | −299−3.7% | 減碼 |
| Icon Wealth Partners, LLC | 7,878 | $114.2 萬 | 0.13% | −3,831−32.7% | 減碼 |
| Investors Research Corp | 7,894 | $114.5 萬 | 0.30% | −125−1.6% | 減碼 |
| Keystone Financial Services | 7,905 | $114.6 萬 | 0.61% | −45−0.6% | 減碼 |
| Commons Capital, LLC | 7,915 | $114.8 萬 | 1.98% | −1,867−19.1% | 減碼 |
| Hyperion Partners, LLC | 7,916 | $114.8 萬 | 0.99% | −17−0.2% | 減碼 |
| Coastwise Capital Group, LLC | 7,963 | $115.5 萬 | 1.32% | −407−4.9% | 減碼 |
| First Dallas Securities Inc. | 7,982 | $115.8 萬 | 0.27% | −3,833−32.4% | 減碼 |
| GoodHaven Capital Management, LLC | 8,000 | $116.0 萬 | 0.61% | 00.0% | 不變 |
| TCM Advisors, LLC | – | $116.0 萬 | 1.04% | – | – |
| Stephens Consulting, LLC | 8,003 | $116.1 萬 | 0.47% | −15−0.2% | 減碼 |
| McElhenny Sheffield Capital Management, LLC | 8,032 | $116.5 萬 | 0.59% | −321−3.8% | 減碼 |
| Beacon Financial Advisory LLC | 8,042 | $116.6 萬 | 0.64% | +51+0.6% | 加碼 |
| PDT Partners, LLC | 8,050 | $116.7 萬 | 0.15% | −19,600−70.9% | 減碼 |
| ELCO Management Co., LLC | 8,052 | $116.8 萬 | 0.84% | +20+0.2% | 加碼 |
| Eukles Asset Management | 8,058 | $116.9 萬 | 0.62% | +145+1.8% | 加碼 |
| Purus Wealth Management, LLC | 8,101 | $117.5 萬 | 0.79% | +387+5.0% | 加碼 |
| Apella Capital, LLC | 8,105 | $117.5 萬 | 0.08% | −142−1.7% | 減碼 |
| Orca Investment Management, LLC | 8,114 | $117.7 萬 | 1.31% | −180−2.2% | 減碼 |
| Provence Wealth Management Group | 8,114 | $117.7 萬 | 0.72% | +113+1.4% | 加碼 |
| Capital Square, LLC | 8,073 | $117.8 萬 | 1.59% | −2,344−22.5% | 減碼 |
| Zions Bancorporation, N.A. | 8,124 | $117.8 萬 | 0.10% | −388−4.6% | 減碼 |
| Syntax Research, Inc. | 8,134 | $118.0 萬 | 0.96% | +8,134 | 新進 |
| Montz Harcus Wealth Management LLC | 8,141 | $118.1 萬 | 1.01% | +69+0.9% | 加碼 |
| ASB Consultores, LLC | 8,144 | $118.1 萬 | 0.46% | −3,542−30.3% | 減碼 |
| Cora Capital Advisors LLC | 8,151 | $118.2 萬 | 0.79% | −128−1.5% | 減碼 |
| Alera Investment Advisors, LLC | 8,194 | $118.8 萬 | 0.20% | −46−0.6% | 減碼 |
| Monte Financial Group, LLC | 8,198 | $118.9 萬 | 0.60% | 00.0% | 不變 |
| Breakwater Capital Group | 8,558 | $118.9 萬 | 0.41% | +934+12.3% | 加碼 |
| Lazari Capital Management, Inc. | 8,208 | $119.0 萬 | 0.71% | +63+0.8% | 加碼 |
| Walkner Condon Financial Advisors LLC | 8,208 | $119.0 萬 | 0.32% | −31−0.4% | 減碼 |
| CPA Asset Management LLC | 8,209 | $119.0 萬 | 0.83% | +34+0.4% | 加碼 |
| ERn Financial, LLC | 8,210 | $119.1 萬 | 0.26% | +751+10.1% | 加碼 |
| Northwest Wealth Management, LLC | 8,218 | $119.2 萬 | 0.43% | −125−1.5% | 減碼 |
| General Partner, Inc. | 8,276 | $119.3 萬 | 1.06% | −1,000−10.8% | 減碼 |
| Addison Advisors LLC | 8,243 | $119.5 萬 | 0.56% | +47+0.6% | 加碼 |
| M. Kraus & Co | 8,249 | $119.6 萬 | 0.42% | 00.0% | 不變 |
| Sather Financial Group Inc | 8,258 | $119.8 萬 | 0.10% | +743+9.9% | 加碼 |
| Householder Group Estate & Retirement Specialist, LLC | 8,275 | $120.0 萬 | 0.43% | +8,275 | 新進 |
| TLWM | 8,282 | $120.1 萬 | 0.32% | +338+4.3% | 加碼 |
| Salzhauer Michael | 8,298 | $120.3 萬 | 1.31% | −362−4.2% | 減碼 |
| Legacy Capital Group California, Inc. | 8,298 | $120.3 萬 | 0.52% | +36+0.4% | 加碼 |
| Israel Discount Bank of New York | 8,344 | $121.0 萬 | 1.00% | −229−2.7% | 減碼 |
| Diversified, LLC | 8,345 | $121.0 萬 | 0.31% | +820+10.9% | 加碼 |
| Hendershot Investments Inc. | 8,363 | $121.3 萬 | 0.20% | 00.0% | 不變 |
| W Advisors, LLC | 8,371 | $121.4 萬 | 1.00% | +109+1.3% | 加碼 |
| Seven Mile Advisory | 8,380 | $121.5 萬 | 1.28% | +1,884+29.0% | 加碼 |
| Benedetti & Gucer, Inc. | 8,414 | $122.0 萬 | 0.67% | −553−6.2% | 減碼 |
| Raleigh Capital Management Inc. | 8,426 | $122.2 萬 | 0.62% | +339+4.2% | 加碼 |
| Proffitt & Goodson Inc | 8,456 | $122.6 萬 | 0.25% | −324−3.7% | 減碼 |
| American State Bank (Iowa) | 8,474 | $122.9 萬 | 0.88% | +33+0.4% | 加碼 |
| Tilia Fiduciary Partners, Inc. | 8,476 | $122.9 萬 | 1.28% | +16+0.2% | 加碼 |
| Herbst Group, LLC | 8,485 | $123.0 萬 | 0.88% | +700+9.0% | 加碼 |
| Waterfront Wealth Inc. | 8,734 | $123.3 萬 | 0.40% | +189+2.2% | 加碼 |
| KRS Capital Management, LLC | 8,523 | $123.6 萬 | 1.32% | −181−2.1% | 減碼 |
| Triad Financial Advisors, Inc. | 8,526 | $123.6 萬 | 0.44% | +152+1.8% | 加碼 |
| Prossimo Advisors, LLC | 8,537 | $123.8 萬 | 2.92% | −55−0.6% | 減碼 |
| STAR Financial Bank | 8,546 | $123.9 萬 | 1.27% | −752−8.1% | 減碼 |
| Stephenson National Bank & Trust | 8,548 | $124.0 萬 | 0.69% | −33−0.4% | 減碼 |
| Legacy Bridge, LLC | 8,549 | $124.0 萬 | 0.88% | −50−0.6% | 減碼 |
| Westbourne Investment Advisors, Inc. | 8,595 | $124.6 萬 | 0.57% | −183−2.1% | 減碼 |
| First National Bank Sioux Falls | 8,609 | $124.8 萬 | 0.75% | +154+1.8% | 加碼 |
| MEMBERS Trust Co | 8,472 | $125.0 萬 | 0.04% | −441−4.9% | 減碼 |
| Rogco, LP | 8,625 | $125.1 萬 | 0.62% | +8,625 | 新進 |
| Asio Capital, LLC | 8,673 | $125.8 萬 | 0.33% | +573+7.1% | 加碼 |
| Key Client Fiduciary Advisors, LLC | 8,674 | $125.8 萬 | 0.77% | +73+0.8% | 加碼 |
| WR Wealth Planners, LLC | 8,691 | $126.0 萬 | 0.48% | +2,217+34.2% | 加碼 |
| Childress Capital Advisors, LLC | 8,702 | $126.2 萬 | 0.41% | +6,523+299.4% | 加碼 |
| Defined Wealth Management, LLC | 8,706 | $126.3 萬 | 1.08% | −27−0.3% | 減碼 |
| West Paces Advisors Inc. | 8,720 | $126.5 萬 | 0.40% | −821−8.6% | 減碼 |
| Callan Capital, LLC | 8,729 | $126.6 萬 | 0.14% | −1,093−11.1% | 減碼 |
| Delphi Management Inc | 8,731 | $126.6 萬 | 1.30% | −435−4.7% | 減碼 |
| Bouchey Financial Group Ltd | 8,735 | $126.7 萬 | 0.16% | +905+11.6% | 加碼 |
| First National Bank & Trust Co of Newtown | 8,746 | $126.8 萬 | 0.29% | −135−1.5% | 減碼 |
| Navellier & Associates Inc | 8,760 | $127.0 萬 | 0.22% | +7,060+415.3% | 加碼 |
| Ti-Trust, Inc | 8,788 | $127.4 萬 | 1.22% | +118+1.4% | 加碼 |
| Bulltick Wealth Management, LLC | 8,797 | $127.6 萬 | 0.32% | +2,407+37.7% | 加碼 |
| Castle Wealth Management LLC | 8,799 | $127.6 萬 | 0.91% | +860+10.8% | 加碼 |
| Eagle Capital Management LLC | 8,808 | $127.7 萬 | 0.01% | 00.0% | 不變 |
| Ategra Capital Management, LLC | 8,814 | $127.8 萬 | 0.70% | −25−0.3% | 減碼 |
| Johnson & White Wealth Management, LLC | 8,818 | $127.9 萬 | 1.16% | −38−0.4% | 減碼 |
| Berkeley Capital Partners, LLC | 8,827 | $128.0 萬 | 0.46% | +256+3.0% | 加碼 |
| Innovis Asset Management LLC | 8,837 | $128.2 萬 | 0.49% | −48−0.5% | 減碼 |
| Hummer Financial Advisory Services Inc | 8,840 | $128.2 萬 | 1.31% | 00.0% | 不變 |
| Cozad Asset Management Inc | 8,852 | $128.4 萬 | 0.17% | 00.0% | 不變 |
| Journey Strategic Wealth LLC | 8,874 | $128.7 萬 | 0.06% | −1,165−11.6% | 減碼 |
| Private Portfolio Partners LLC | 8,884 | $128.8 萬 | 0.33% | +107+1.2% | 加碼 |