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 |
|---|---|---|---|---|---|
| Patriot Investment Management Inc. | 11,316 | $164.1 萬 | 0.15% | −17−0.2% | 減碼 |
| Carson Advisory Inc. | 11,371 | $164.9 萬 | 1.45% | +1,290+12.8% | 加碼 |
| Game Creek Capital, LP | 11,375 | $165.0 萬 | 1.10% | −875−7.1% | 減碼 |
| Caldwell Investment Management Ltd. | 11,460 | $165.1 萬 | 1.61% | 00.0% | 不變 |
| Axq Capital, LP | 11,400 | $165.3 萬 | 0.58% | +6,900+153.3% | 加碼 |
| Camarda Financial Advisors, LLC | 11,414 | $165.5 萬 | 1.07% | +11,414 | 新進 |
| Schrum Private Wealth Management LLC | 11,449 | $166.0 萬 | 1.89% | +6+0.1% | 加碼 |
| One Charles Private Wealth Services, LLC | 11,450 | $166.0 萬 | 0.97% | +241+2.2% | 加碼 |
| Consolidated Portfolio Review Corp | 11,456 | $166.1 萬 | 0.40% | +180+1.6% | 加碼 |
| Elmwood Wealth Management, Inc. | 11,465 | $166.3 萬 | 0.80% | −383−3.2% | 減碼 |
| Kidder Stephen W | 11,467 | $166.3 萬 | 0.58% | −100−0.9% | 減碼 |
| HMS Capital Management, LLC | 11,473 | $166.4 萬 | 1.10% | −463−3.9% | 減碼 |
| Odey Asset Management LLP | 11,475 | $166.4 萬 | 2.08% | −3,092−21.2% | 減碼 |
| Personal Cfo Solutions, LLC | 11,481 | $166.5 萬 | 0.33% | +551+5.0% | 加碼 |
| Essex Investment Management Co LLC | 11,555 | $167.6 萬 | 0.27% | −1,250−9.8% | 減碼 |
| Roman Butler Fullerton & Co | 11,354 | $168.0 萬 | 0.79% | +139+1.2% | 加碼 |
| Audent Global Asset Management, LLC | 11,592 | $168.1 萬 | 1.93% | −2,301−16.6% | 減碼 |
| Retirement Planning Co of New England, Inc. | 11,617 | $168.5 萬 | 0.94% | +6,687+135.6% | 加碼 |
| Fortitude Advisory Group L.L.C. | 11,621 | $168.5 萬 | 1.14% | +4,526+63.8% | 加碼 |
| Oak Hill Wealth Advisors, LLC | 11,625 | $168.6 萬 | 0.65% | +64+0.6% | 加碼 |
| Aaron Wealth Advisors | 11,628 | $168.6 萬 | 0.22% | +215+1.9% | 加碼 |
| Central Bank & Trust Co | 11,649 | $168.9 萬 | 0.29% | +1,298+12.5% | 加碼 |
| Peoples Bank | 11,656 | $169.0 萬 | 1.10% | +13+0.1% | 加碼 |
| TBH Global Asset Management, LLC | 11,677 | $169.3 萬 | 0.33% | +441+3.9% | 加碼 |
| Sciencast Management LP | 11,679 | $169.4 萬 | 0.77% | +11,679 | 新進 |
| Trillium Asset Management, LLC | 11,691 | $169.5 萬 | 0.05% | −198−1.7% | 減碼 |
| Money Concepts Capital Corp | 11,701 | $169.6 萬 | 0.18% | −1,140−8.9% | 減碼 |
| ORG Partners LLC | 11,707 | $169.8 萬 | 0.50% | −274−2.3% | 減碼 |
| Paces Ferry Wealth Advisors, LLC | 11,724 | $170.0 萬 | 1.35% | +38+0.3% | 加碼 |
| Aft, Forsyth & Company, Inc. | 11,744 | $170.3 萬 | 1.25% | +205+1.8% | 加碼 |
| New Republic Capital, LLC | 11,744 | $170.3 萬 | 1.39% | −72,040−86.0% | 減碼 |
| Blue Square Asset Management, LLC | 11,745 | $170.3 萬 | 1.25% | +655+5.9% | 加碼 |
| MBA Advisors LLC | 11,787 | $170.9 萬 | 1.05% | +40.0% | 加碼 |
| Drive Wealth Management, LLC | 11,797 | $171.1 萬 | 0.62% | −1,015−7.9% | 減碼 |
| BSW Wealth Partners | 11,801 | $171.1 萬 | 0.38% | −134−1.1% | 減碼 |
| Wealth Management Partners, LLC | 11,801 | $171.1 萬 | 1.07% | +992+9.2% | 加碼 |
| A. D. Beadell Investment Counsel, Inc. | 11,824 | $171.4 萬 | 1.79% | −600−4.8% | 減碼 |
| Marietta Investment Partners LLC | 11,834 | $171.6 萬 | 0.48% | −6−0.1% | 減碼 |
| Allred Capital Management, LLC | 11,849 | $171.8 萬 | 0.86% | +245+2.1% | 加碼 |
| Chesapeake Wealth Management | 11,871 | $172.2 萬 | 0.72% | −499−4.0% | 減碼 |
| Vicus Capital | 11,906 | $172.7 萬 | 0.18% | +2,150+22.0% | 加碼 |
| Aldebaran Capital, LLC | 11,907 | $172.7 萬 | 1.76% | 00.0% | 不變 |
| Keudell/Morrison Wealth Management | 11,925 | $172.9 萬 | 0.53% | +89+0.8% | 加碼 |
| Kelly Lawrence W & Associates Inc | 11,926 | $173.0 萬 | 0.46% | +160+1.4% | 加碼 |
| Headlands Technologies LLC | 11,934 | $173.1 萬 | 0.85% | +11,934 | 新進 |
| Fort Point Capital Partners LLC | 11,939 | $173.1 萬 | 0.28% | −22−0.2% | 減碼 |
| Windsor Capital Management, LLC | 11,940 | $173.2 萬 | 0.60% | +189+1.6% | 加碼 |
| Acorn Wealth Advisors, LLC | 11,955 | $173.4 萬 | 1.15% | +34+0.3% | 加碼 |
| Aigen Investment Management, LP | 11,987 | $173.8 萬 | 0.33% | +11,987 | 新進 |
| V Wealth Advisors LLC | 11,987 | $173.8 萬 | 1.41% | −22,722−65.5% | 減碼 |
| Sonata Capital Group Inc | 11,996 | $174.0 萬 | 0.93% | +513+4.5% | 加碼 |
| U S Global Investors Inc | 12,000 | $174.0 萬 | 0.14% | 00.0% | 不變 |
| Two Sigma Investments, LP | 12,000 | $174.0 萬 | 0.00% | 00.0% | 不變 |
| Ulysses Management LLC | 12,000 | $174.0 萬 | 0.49% | 00.0% | 不變 |
| 626 Financial, LLC | 12,045 | $174.7 萬 | 1.18% | −244−2.0% | 減碼 |
| Lion Street Advisors, LLC | 12,058 | $174.9 萬 | 0.57% | +305+2.6% | 加碼 |
| Longfellow Investment Management Co LLC | 12,060 | $174.9 萬 | 0.46% | −1,343−10.0% | 減碼 |
| Mendel Money Management | 12,070 | $175.0 萬 | 0.94% | −144−1.2% | 減碼 |
| Marble Harbor Investment Counsel, LLC | 12,079 | $175.2 萬 | 0.23% | +880+7.9% | 加碼 |
| Front Row Advisors LLC | 12,105 | $175.5 萬 | 0.81% | +488+4.2% | 加碼 |
| Auxano Advisors, LLC | 12,144 | $176.1 萬 | 0.72% | +2,057+20.4% | 加碼 |
| Oder Investment Management, LLC | 12,149 | $176.2 萬 | 1.91% | −103−0.8% | 減碼 |
| Dover Advisors, LLC | 12,152 | $176.2 萬 | 1.78% | +30+0.2% | 加碼 |
| Peachtree Investment Partners, LLC | 12,157 | $176.3 萬 | 0.90% | +378+3.2% | 加碼 |
| KPP Advisory Services LLC | 12,157 | $176.3 萬 | 0.58% | +12,157 | 新進 |
| Lighthouse Investment Partners, LLC | 12,162 | $176.4 萬 | 0.10% | +12,162 | 新進 |
| Falcon Wealth Planning | 12,173 | $176.5 萬 | 0.38% | −373−3.0% | 減碼 |
| Bath Savings Trust Co | 12,174 | $176.5 萬 | 0.22% | −57−0.5% | 減碼 |
| Vista Investment Management | 12,199 | $176.9 萬 | 0.93% | −101−0.8% | 減碼 |
| Paulson Wealth Management Inc. | 12,208 | $177.0 萬 | 0.62% | +1,604+15.1% | 加碼 |
| Autumn Glory Partners, LLC | 12,254 | $177.7 萬 | 1.09% | +196+1.6% | 加碼 |
| Weatherly Asset Management L. P. | 12,296 | $178.3 萬 | 0.21% | 00.0% | 不變 |
| Traphagen Investment Advisors LLC | 12,379 | $179.5 萬 | 0.23% | +150+1.2% | 加碼 |
| Trail Ridge Investment Advisors, LLC | 12,381 | $179.6 萬 | 1.22% | −207−1.6% | 減碼 |
| Lindenwold Advisors | 12,407 | $179.9 萬 | 1.12% | −90−0.7% | 減碼 |
| Eqis Capital Management, Inc. | 12,427 | $180.2 萬 | 0.22% | −2,680−17.7% | 減碼 |
| Invesco, LLC | 12,428 | $180.2 萬 | 0.91% | +266+2.2% | 加碼 |
| Readystate Asset Management LP | 12,430 | $180.3 萬 | 0.15% | +12,430 | 新進 |
| Cornerstone Advisory, LLC | 12,471 | $180.8 萬 | 0.32% | −595−4.6% | 減碼 |
| WT Wealth Management | 12,471 | $180.8 萬 | 0.78% | +854+7.4% | 加碼 |
| Iams Wealth Management, LLC | 12,494 | $181.2 萬 | 1.25% | +12,494 | 新進 |
| Wrapmanager Inc | 12,518 | $181.5 萬 | 0.58% | −132−1.0% | 減碼 |
| Avidian Wealth Solutions, LLC | 12,521 | $181.6 萬 | 0.13% | −15−0.1% | 減碼 |
| Waddell & Associates, LLC | 12,524 | $181.6 萬 | 0.27% | −33−0.3% | 減碼 |
| Ballast, Inc. | 12,539 | $181.8 萬 | 0.72% | +331+2.7% | 加碼 |
| First Financial Corp | 12,577 | $182.4 萬 | 1.07% | +2,779+28.4% | 加碼 |
| Maven Securities LTD | 12,585 | $182.5 萬 | 0.20% | −8,284−39.7% | 減碼 |
| Stableford Capital II LLC | 13,019 | $183.3 萬 | 0.84% | −239−1.8% | 減碼 |
| Greenwich Wealth Management LLC | 12,647 | $183.4 萬 | 0.19% | +143+1.1% | 加碼 |
| Legacy Wealth Management, LLC | 12,668 | $183.7 萬 | 0.95% | −146−1.1% | 減碼 |
| 1620 Investment Advisors, Inc. | 12,673 | $183.8 萬 | 2.13% | +12,673 | 新進 |
| Blodgett Wealth Advisors, LLC | 12,680 | $183.9 萬 | 2.02% | −999−7.3% | 減碼 |
| IPG Investment Advisors LLC | 12,691 | $184.0 萬 | 0.41% | −30−0.2% | 減碼 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 13,169 | $184.9 萬 | 0.86% | +71+0.5% | 加碼 |
| Pointe Capital Management LLC | 12,768 | $185.2 萬 | 1.45% | −850−6.2% | 減碼 |
| Invst, LLC | 12,785 | $185.4 萬 | 0.27% | +965+8.2% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 12,806 | $185.7 萬 | 0.14% | +110+0.9% | 加碼 |
| Pacitti Group Inc. | 12,809 | $185.8 萬 | 1.30% | −97−0.8% | 減碼 |
| Eagle Bluffs Wealth Management LLC | 12,811 | $185.8 萬 | 1.43% | −3,791−22.8% | 減碼 |
| Violich Capital Management, Inc. | 12,835 | $186.1 萬 | 0.32% | −300−2.3% | 減碼 |