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 |
|---|---|---|---|---|---|
| Round Rock Advisors, LLC | 8,925 | $129.4 萬 | 0.49% | 00.0% | 不變 |
| Hardy Reed LLC | 8,935 | $129.6 萬 | 0.23% | +328+3.8% | 加碼 |
| Citadel Investment Advisory, Inc. | 8,936 | $129.6 萬 | 0.85% | −25−0.3% | 減碼 |
| Members Capital Advisors Inc | 8,940 | $129.6 萬 | 1.61% | 00.0% | 不變 |
| Gateway Wealth Partners, LLC | 8,948 | $129.8 萬 | 0.23% | +532+6.3% | 加碼 |
| Atlas Private Wealth Advisors | 8,981 | $130.3 萬 | 0.25% | +5,279+142.6% | 加碼 |
| West Family Investments, Inc. | 8,995 | $130.4 萬 | 0.45% | 00.0% | 不變 |
| Evanson Asset Management, LLC | 8,999 | $130.5 萬 | 0.13% | −149−1.6% | 減碼 |
| Tortoise Investment Management, LLC | 9,020 | $130.8 萬 | 0.19% | +2,299+34.2% | 加碼 |
| Kowal Investment Group, LLC | 9,030 | $130.9 萬 | 0.35% | +267+3.0% | 加碼 |
| Round Hill Asset Management | 9,041 | $131.1 萬 | 0.86% | −488−5.1% | 減碼 |
| Cheviot Value Management, LLC | 9,041 | $131.1 萬 | 0.29% | −300−3.2% | 減碼 |
| Masso Torrence Wealth Management Inc. | 9,041 | $131.1 萬 | 1.01% | +263+3.0% | 加碼 |
| Tempus Wealth Planning, LLC | 9,060 | $131.4 萬 | 0.66% | −3,432−27.5% | 減碼 |
| Windsor Group LTD | 9,060 | $131.4 萬 | 0.24% | −536−5.6% | 減碼 |
| CFO4Life Group, LLC | 9,078 | $131.6 萬 | 0.30% | −237−2.5% | 減碼 |
| Savoie Capital LLC | 9,084 | $131.7 萬 | 0.35% | +9,084 | 新進 |
| Bennett Selby Investments LP | 9,101 | $132.0 萬 | 0.77% | −171−1.8% | 減碼 |
| Keel Point, LLC | 9,104 | $132.0 萬 | 0.18% | −571−5.9% | 減碼 |
| Summit Financial Wealth Advisors, LLC | 9,179 | $132.2 萬 | 0.32% | +729+8.6% | 加碼 |
| Renasant Bank | 9,122 | $132.3 萬 | 1.11% | −104−1.1% | 減碼 |
| City State Bank | 9,150 | $132.7 萬 | 0.73% | −10−0.1% | 減碼 |
| Financial Perspectives, Inc | 9,158 | $132.8 萬 | 0.61% | −17−0.2% | 減碼 |
| Access Financial Services, Inc. | 9,201 | $133.4 萬 | 0.80% | 00.0% | 不變 |
| FSM Wealth Advisors, LLC | 9,215 | $133.6 萬 | 0.67% | −479−4.9% | 減碼 |
| MJP Associates Inc | 9,216 | $133.7 萬 | 0.39% | −2,922−24.1% | 減碼 |
| Summit Wealth & Retirement Planning, Inc. | 9,220 | $133.7 萬 | 0.54% | −467−4.8% | 減碼 |
| Hemington Wealth Management | 9,233 | $133.8 萬 | 0.64% | −448−4.6% | 減碼 |
| Wealthquest Corp | 9,232 | $133.9 萬 | 0.16% | +10+0.1% | 加碼 |
| Kozak & Associates, Inc. | 9,236 | $134.0 萬 | 0.49% | −383−4.0% | 減碼 |
| Caldwell Sutter Capital, Inc. | 9,243 | $134.0 萬 | 0.74% | −351−3.7% | 減碼 |
| Meridian Financial Partners LLC | 9,239 | $134.2 萬 | 1.37% | −213−2.3% | 減碼 |
| Fortress Wealth Group, LLC | 9,420 | $134.4 萬 | 0.90% | +182+2.0% | 加碼 |
| Total Clarity Wealth Management, Inc. | 9,279 | $134.6 萬 | 0.65% | −194−2.0% | 減碼 |
| Greenup Street Wealth Management LLC | 9,310 | $135.0 萬 | 0.44% | +2,008+27.5% | 加碼 |
| Wealth Management Associates, Inc. | 9,319 | $135.1 萬 | 0.79% | +498+5.6% | 加碼 |
| Iron Financial, LLC | 9,328 | $135.3 萬 | 0.79% | −74−0.8% | 減碼 |
| Community Financial Services Group, LLC | 9,334 | $135.4 萬 | 0.34% | +9,334 | 新進 |
| Ridgecrest Wealth Partners, LLC | 9,367 | $135.8 萬 | 0.95% | −15−0.2% | 減碼 |
| Prosperitas Financial LLC | 9,376 | $136.0 萬 | 1.06% | +9,376 | 新進 |
| Fiduciary Planning LLC | 9,397 | $136.3 萬 | 0.64% | −3,233−25.6% | 減碼 |
| LVM Capital Management Ltd | 9,396 | $136.3 萬 | 0.19% | +70+0.8% | 加碼 |
| Ami Asset Management Corp | 9,406 | $136.4 萬 | 0.08% | +1,022+12.2% | 加碼 |
| Newbridge Financial Services Group, Inc. | 9,417 | $136.6 萬 | 0.69% | −469−4.7% | 減碼 |
| Zhang Financial LLC | 9,434 | $137.1 萬 | 0.14% | +70+0.7% | 加碼 |
| Morton Capital Management LLC | 9,473 | $137.4 萬 | 0.49% | 00.0% | 不變 |
| Winning Points Advisors, LLC | 9,323 | $137.6 萬 | 2.44% | −1,000−9.7% | 減碼 |
| Coastal Bridge Advisors, LLC | 9,495 | $137.7 萬 | 0.37% | +344+3.8% | 加碼 |
| MWA Asset Management | 9,500 | $137.8 萬 | 1.33% | +9,500 | 新進 |
| Mendel Capital Management LLC | 9,522 | $138.1 萬 | 1.13% | +16+0.2% | 加碼 |
| Edgestream Partners, L.P. | 9,524 | $138.1 萬 | 0.11% | +6,778+246.8% | 加碼 |
| BlackDiamond Wealth Management Inc. | 10,060 | $138.2 萬 | 1.25% | −582−5.5% | 減碼 |
| Bassett Hargrove Investment Counsel, LLC | 9,539 | $138.3 萬 | 2.32% | +45+0.5% | 加碼 |
| Philo Smith Capital Corp | 9,550 | $138.5 萬 | 0.48% | 00.0% | 不變 |
| Northern Financial Advisors Inc | 9,553 | $138.5 萬 | 1.27% | +377+4.1% | 加碼 |
| Lavaca Capital LLC | 9,572 | $138.8 萬 | 0.50% | +88+0.9% | 加碼 |
| Ausdal Financial Partners, Inc. | 9,602 | $139.3 萬 | 0.19% | +108+1.1% | 加碼 |
| Hemenway Trust Co LLC | 9,614 | $139.4 萬 | 0.15% | 00.0% | 不變 |
| Inscription Capital, LLC | 9,638 | $139.8 萬 | 0.46% | −1,337−12.2% | 減碼 |
| Sage Rhino Capital LLC | 9,658 | $140.1 萬 | 0.39% | +19+0.2% | 加碼 |
| Samalin Investment Counsel, LLC | 9,663 | $140.1 萬 | 0.81% | −542−5.3% | 減碼 |
| Atom Investors LP | 9,666 | $140.2 萬 | 0.32% | −9,524−49.6% | 減碼 |
| Harel Insurance Investments & Financial Services Ltd. | 9,643 | $140.3 萬 | 0.03% | +1,485+18.2% | 加碼 |
| Equitec Proprietary Markets, LLC | 9,700 | $140.7 萬 | 1.41% | +9,700 | 新進 |
| Hunter Associates Investment Management LLC | 9,696 | $140.7 萬 | 0.29% | +171+1.8% | 加碼 |
| Orion Capital Management LLC | 9,714 | $140.9 萬 | 0.92% | −1,330−12.0% | 減碼 |
| Signet Financial Management, LLC | 9,722 | $141.0 萬 | 0.23% | −679−6.5% | 減碼 |
| Canvas Wealth Advisors, LLC | 9,871 | $141.1 萬 | 0.58% | −427−4.1% | 減碼 |
| Dohj, LLC | 9,819 | $141.2 萬 | 0.63% | +382+4.0% | 加碼 |
| Eley Financial Management, Inc | 9,566 | $141.2 萬 | 0.72% | −180−1.8% | 減碼 |
| Ramsay, Stattman, Vela & Price, Inc. | 9,741 | $141.3 萬 | 0.31% | 00.0% | 不變 |
| Alterity Financial Group, LLC | 9,741 | $141.3 萬 | 2.24% | +142+1.5% | 加碼 |
| Eudaimonia Advisors LLC | 9,822 | $142.4 萬 | 1.00% | −45−0.5% | 減碼 |
| Aspen Wealth Strategies, LLC | 9,822 | $142.4 萬 | 1.11% | +172+1.8% | 加碼 |
| Lincluden Management Ltd | 9,858 | $143.0 萬 | 0.17% | −229−2.3% | 減碼 |
| Apexium Financial, LP | 9,887 | $143.4 萬 | 0.14% | −79−0.8% | 減碼 |
| Cypress Wealth Services, LLC | 9,893 | $143.5 萬 | 0.40% | +29+0.3% | 加碼 |
| Prentice Wealth Management LLC | 9,895 | $143.5 萬 | 0.65% | −311−3.0% | 減碼 |
| Heartwood Wealth Advisors LLC | 9,907 | $143.7 萬 | 0.21% | −1,394−12.3% | 減碼 |
| N.E.W. Advisory Services LLC | 9,912 | $143.7 萬 | 0.20% | +12+0.1% | 加碼 |
| Traverso Chambers Private Wealth Management, LLC | 9,948 | $144.3 萬 | 0.39% | +250+2.6% | 加碼 |
| HF Advisory Group, LLC | 9,920 | $144.8 萬 | 1.07% | +367+3.8% | 加碼 |
| Aire Advisors, LLC | 9,994 | $144.9 萬 | 0.39% | −1,333−11.8% | 減碼 |
| United Fire Group Inc | 10,000 | $145.0 萬 | 2.83% | −13,000−56.5% | 減碼 |
| Maltese Capital Management LLC | 10,000 | $145.0 萬 | 0.55% | −10,000−50.0% | 減碼 |
| CRA Financial Services, LLC | 10,001 | $145.0 萬 | 0.40% | −135−1.3% | 減碼 |
| Navalign, LLC | 10,042 | $145.6 萬 | 0.55% | +1,273+14.5% | 加碼 |
| RW Investment Management LLC | 10,047 | $145.7 萬 | 0.26% | −585−5.5% | 減碼 |
| Matrix Trust Co | 10,046 | $145.7 萬 | 0.38% | −3,226−24.3% | 減碼 |
| South Street Advisors LLC | 10,047 | $145.7 萬 | 0.29% | +623+6.6% | 加碼 |
| Relative Value Partners Group, LLC | 10,061 | $145.9 萬 | 0.10% | +2,671+36.1% | 加碼 |
| Bigelow Investment Advisors, LLC | 10,081 | $146.2 萬 | 0.84% | +51+0.5% | 加碼 |
| Strait & Sound Wealth Management LLC | 10,114 | $146.7 萬 | 1.26% | +2,912+40.4% | 加碼 |
| Morris Financial Concepts, Inc. | 10,115 | $146.7 萬 | 0.97% | −145−1.4% | 減碼 |
| Cynosure Management, LLC | 10,117 | $146.7 萬 | 0.45% | +632+6.7% | 加碼 |
| Crescent Grove Advisors, LLC | 10,127 | $146.9 萬 | 0.18% | +263+2.7% | 加碼 |
| First National Bank of Hutchinson | 10,128 | $146.9 萬 | 1.11% | +227+2.3% | 加碼 |
| Perennial Investment Advisors, LLC | 10,127 | $146.9 萬 | 0.27% | −51−0.5% | 減碼 |
| London & Capital Asset Management Ltd | 10,133 | $146.9 萬 | 0.13% | −14−0.1% | 減碼 |
| Prelude Capital Management, LLC | 10,141 | $147.1 萬 | 0.13% | +94+0.9% | 加碼 |