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 |
|---|---|---|---|---|---|
| LifeSteps Financial, Inc. | 10,156 | $147.3 萬 | 1.50% | +11+0.1% | 加碼 |
| Focused Wealth Management, Inc | 10,170 | $147.5 萬 | 0.26% | +72+0.7% | 加碼 |
| Armstrong, Fleming & Moore, Inc | 10,195 | $147.8 萬 | 1.43% | 00.0% | 不變 |
| Palumbo Wealth Management LLC | 10,198 | $147.9 萬 | 0.81% | −2,927−22.3% | 減碼 |
| Allstate Corp | 10,238 | $148.5 萬 | 0.09% | 00.0% | 不變 |
| Angeles Wealth Management, LLC | 10,262 | $148.8 萬 | 0.21% | +1,855+22.1% | 加碼 |
| Towercrest Capital Management | 10,277 | $149.0 萬 | 0.29% | +20.0% | 加碼 |
| BHK Investment Advisors, LLC | 10,299 | $149.4 萬 | 0.69% | −1,205−10.5% | 減碼 |
| Credit Capital Investments LLC | 10,300 | $149.4 萬 | 1.98% | −6,200−37.6% | 減碼 |
| Taika Capital, LP | 10,320 | $149.7 萬 | 0.74% | −80−0.8% | 減碼 |
| Old Mission Investment Co LLC | 10,343 | $150.0 萬 | 0.58% | +81+0.8% | 加碼 |
| Sterling Investment Counsel, LLC | 10,366 | $150.3 萬 | 0.86% | −97−0.9% | 減碼 |
| Financial Management Professionals, Inc. | 10,380 | $150.5 萬 | 0.26% | −1,136−9.9% | 減碼 |
| Sky Investment Group LLC | 10,387 | $150.6 萬 | 0.34% | −19−0.2% | 減碼 |
| JSF Financial, LLC | 10,395 | $150.8 萬 | 0.58% | −285−2.7% | 減碼 |
| Gilman Hill Asset Management, LLC | 10,397 | $150.8 萬 | 0.30% | −126−1.2% | 減碼 |
| Capital Advisors, Ltd. LLC | 10,397 | $150.8 萬 | 0.23% | 00.0% | 不變 |
| Epacria Capital Partners, LLC | 10,400 | $150.8 萬 | 1.25% | 00.0% | 不變 |
| Hartford Funds Management Co LLC | 10,412 | $151.0 萬 | 0.16% | +819+8.5% | 加碼 |
| Godshalk Welsh Capital Management, Inc. | 10,425 | $151.2 萬 | 1.14% | −900−7.9% | 減碼 |
| Hollow Brook Wealth Management LLC | 10,433 | $151.3 萬 | 0.63% | −375−3.5% | 減碼 |
| Rainsberger Wealth Advisors, Inc. | 10,460 | $151.7 萬 | 0.93% | +340+3.4% | 加碼 |
| CVA Family Office, LLC | 10,486 | $152.1 萬 | 0.35% | +501+5.0% | 加碼 |
| Select Asset Management & Trust | 10,490 | $152.1 萬 | 0.88% | 00.0% | 不變 |
| Accuvest Global Advisors | 10,505 | $152.3 萬 | 0.83% | +855+8.9% | 加碼 |
| Aldebaran Financial Inc. | 10,521 | $152.6 萬 | 2.49% | −396−3.6% | 減碼 |
| Cape Ann Savings Bank | 10,523 | $152.6 萬 | 1.07% | −203−1.9% | 減碼 |
| Global Trust Asset Management, LLC | 10,552 | $153.0 萬 | 0.73% | +236+2.3% | 加碼 |
| Matrix Private Capital Group LLC | 10,567 | $153.2 萬 | 1.14% | +30.0% | 加碼 |
| Costello Asset Management, INC | 10,568 | $153.3 萬 | 1.41% | −494−4.5% | 減碼 |
| Richard P Slaughter Associates Inc | 10,586 | $153.5 萬 | 0.41% | +467+4.6% | 加碼 |
| Trust Investment Advisors | 10,596 | $153.7 萬 | 1.32% | −413−3.8% | 減碼 |
| Wolverine Asset Management LLC | 10,614 | $153.9 萬 | 0.03% | +10,614 | 新進 |
| My Legacy Advisors, LLC | 10,596 | $154.0 萬 | 0.63% | −686−6.1% | 減碼 |
| Consilium Wealth Advisory, LLC | 10,629 | $154.1 萬 | 1.08% | +1,272+13.6% | 加碼 |
| Norris Perne & French LLP | 10,633 | $154.2 萬 | 0.13% | −663−5.9% | 減碼 |
| Financial Insights, Inc. | 11,101 | $154.4 萬 | 0.55% | +994+9.8% | 加碼 |
| Applied Capital LLC | 10,660 | $154.6 萬 | 1.54% | −90−0.8% | 減碼 |
| Independent Solutions Wealth Management, LLC | 10,662 | $154.6 萬 | 0.43% | +2,832+36.2% | 加碼 |
| IMS Capital Management | 10,679 | $154.9 萬 | 0.92% | −2,997−21.9% | 減碼 |
| Corundum Group, Inc. | 10,708 | $155.3 萬 | 0.88% | −985−8.4% | 減碼 |
| Foresight Global Investors, Inc. | 10,712 | $155.3 萬 | 0.86% | −3,420−24.2% | 減碼 |
| Evergreen Wealth Solutions, LLC | 10,733 | $155.7 萬 | 1.57% | −864−7.5% | 減碼 |
| First Citizens Financial Corp | 10,756 | $156.0 萬 | 1.10% | +609+6.0% | 加碼 |
| Gateway Advisory, LLC | 10,759 | $156.0 萬 | 0.32% | −1,195−10.0% | 減碼 |
| De Burlo Group Inc | 10,773 | $156.2 萬 | 0.27% | 00.0% | 不變 |
| Vantage Financial Partners Ltd., Inc. | 10,774 | $156.2 萬 | 0.90% | −300−2.7% | 減碼 |
| NWK Group, Inc. | 10,791 | $156.5 萬 | 0.96% | +738+7.3% | 加碼 |
| Quent Capital, LLC | 10,792 | $156.5 萬 | 0.24% | +823+8.3% | 加碼 |
| LGT Fund Management Co Ltd. | 10,900 | $156.7 萬 | 0.76% | +650+6.3% | 加碼 |
| CoreFirst Bank & Trust | 10,814 | $156.8 萬 | 1.11% | −33−0.3% | 減碼 |
| PYA Waltman Capital, LLC | 10,844 | $157.3 萬 | 0.67% | +1,194+12.4% | 加碼 |
| Lakeshore Financial Planning, Inc. | 10,854 | $157.4 萬 | 0.90% | +10,854 | 新進 |
| Woodward Diversified Capital, LLC | 10,868 | $157.6 萬 | 1.14% | +729+7.2% | 加碼 |
| Onyx Bridge Wealth Group LLC | 10,938 | $158.6 萬 | 0.37% | +728+7.1% | 加碼 |
| Westmount Partners, LLC | 10,939 | $158.6 萬 | 0.70% | +124+1.1% | 加碼 |
| Park Edge Advisors, LLC | 10,944 | $158.7 萬 | 0.57% | +1,332+13.9% | 加碼 |
| Oarsman Capital, Inc. | 10,949 | $158.8 萬 | 0.66% | +165+1.5% | 加碼 |
| CIC Wealth, LLC | 10,952 | $158.8 萬 | 0.57% | +107+1.0% | 加碼 |
| MBL Wealth, LLC | 10,960 | $158.9 萬 | 0.22% | −168−1.5% | 減碼 |
| American Investment Services, Inc. | 10,978 | $159.2 萬 | 0.34% | −738−6.3% | 減碼 |
| Waterloo Capital, L.P. | 10,985 | $159.3 萬 | 0.47% | +1,068+10.8% | 加碼 |
| Formidable Asset Management, LLC | 10,994 | $159.4 萬 | 0.35% | −136−1.2% | 減碼 |
| Wealth Alliance Advisory Group, LLC | 11,013 | $159.7 萬 | 0.47% | +185+1.7% | 加碼 |
| Redhawk Wealth Advisors, Inc. | 11,023 | $159.9 萬 | 0.53% | −391−3.4% | 減碼 |
| Strategic Investment Advisors | 11,025 | $159.9 萬 | 0.26% | +11,025 | 新進 |
| Tradition Wealth Management, LLC | 11,030 | $160.0 萬 | 0.19% | +353+3.3% | 加碼 |
| Biltmore Family Office, LLC | 11,050 | $160.2 萬 | 0.36% | +10.0% | 加碼 |
| Revolve Wealth Partners, LLC | 11,051 | $160.3 萬 | 0.37% | +1,707+18.3% | 加碼 |
| Baystate Wealth Management LLC | 11,057 | $160.3 萬 | 0.13% | +1,258+12.8% | 加碼 |
| Hazlett, Burt & Watson, Inc. | 11,071 | $160.6 萬 | 1.20% | −213−1.9% | 減碼 |
| Grant/GrossMendelsohn, LLC | 11,102 | $161.0 萬 | 0.70% | 00.0% | 不變 |
| Princeton Capital Management LLC | 11,103 | $161.0 萬 | 0.74% | +331+3.1% | 加碼 |
| Diligent Investors, LLC | 11,120 | $161.3 萬 | 0.49% | +5,882+112.3% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 11,126 | $161.3 萬 | 0.00% | +26+0.2% | 加碼 |
| Wealth Architects, LLC | 11,128 | $161.4 萬 | 0.27% | +175+1.6% | 加碼 |
| Cacti Asset Management LLC | 11,110 | $161.6 萬 | 0.15% | 00.0% | 不變 |
| Klingman & Associates, LLC | 11,147 | $161.6 萬 | 0.13% | −3,221−22.4% | 減碼 |
| WealthBridge Capital Management, LLC | 11,166 | $161.9 萬 | 0.67% | +315+2.9% | 加碼 |
| Bessemer Securities LLC | 11,170 | $162.0 萬 | 2.24% | −9,659−46.4% | 減碼 |
| Summit Financial Strategies, Inc. | 11,171 | $162.0 萬 | 0.31% | +479+4.5% | 加碼 |
| LexAurum Advisors, LLC | 11,181 | $162.1 萬 | 0.47% | +801+7.7% | 加碼 |
| Executive Wealth Management, LLC | 11,187 | $162.2 萬 | 0.17% | +865+8.4% | 加碼 |
| Well Done, LLC | 11,194 | $162.3 萬 | 0.36% | 00.0% | 不變 |
| Gilbert & Cook, Inc. | 11,196 | $162.4 萬 | 0.26% | +1,343+13.6% | 加碼 |
| Winthrop Advisory Group LLC | 11,209 | $162.6 萬 | 0.27% | +50+0.4% | 加碼 |
| Evergreen Wealth Management, LLC | 11,213 | $162.6 萬 | 1.29% | +157+1.4% | 加碼 |
| Texas Capital Bancshares Inc | 11,218 | $162.7 萬 | 0.90% | −69−0.6% | 減碼 |
| CKW Financial Group | 11,226 | $162.8 萬 | 0.25% | −69−0.6% | 減碼 |
| Mainstay Capital Management LLC | 11,250 | $163.1 萬 | 0.34% | +17+0.2% | 加碼 |
| Birinyi Associates Inc | 11,253 | $163.2 萬 | 0.65% | +10.0% | 加碼 |
| Clarus Group, Inc. | 11,264 | $163.3 萬 | 1.19% | −578−4.9% | 減碼 |
| Pekin Hardy Strauss, Inc. | 11,271 | $163.5 萬 | 0.26% | −2,000−15.1% | 減碼 |
| Pinnacle Wealth Management Group, Inc. | 11,276 | $163.5 萬 | 1.49% | +20+0.2% | 加碼 |
| Colonial River Wealth Management, LLC | 11,277 | $163.5 萬 | 1.07% | +8,626+325.4% | 加碼 |
| St. Johns Investment Management Company, LLC | 11,285 | $163.7 萬 | 0.93% | −89−0.8% | 減碼 |
| Castle Rock Wealth Management, LLC | 11,259 | $163.7 萬 | 0.55% | +84+0.8% | 加碼 |
| Highview Capital Management LLC | 11,291 | $163.7 萬 | 0.94% | −40−0.4% | 減碼 |
| JNBA Financial Advisors | 11,303 | $163.9 萬 | 0.20% | +246+2.2% | 加碼 |
| Optas, LLC | 11,313 | $164.1 萬 | 0.55% | −221−1.9% | 減碼 |