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 5,159 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 | 5,159 | $6,437 億 |
| 2026 年第 1 季 | 5,104 | $5,720 億 |
| 2025 年第 4 季 | 5,155 | $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 |
|---|---|---|---|---|---|
| Centennial Bank | 12,853 | $186.4 萬 | 1.29% | +151+1.2% | 加碼 |
| FinTrust Capital Advisors, LLC | 12,891 | $186.9 萬 | 0.42% | +579+4.7% | 加碼 |
| Neumann Capital Management, LLC | 12,895 | $187.0 萬 | 0.82% | 00.0% | 不變 |
| Proficio Capital Partners LLC | 12,917 | $187.3 萬 | 0.25% | +259+2.0% | 加碼 |
| Fortem Financial Group, LLC | 12,920 | $187.4 萬 | 1.10% | −2,723−17.4% | 減碼 |
| Psagot Value Holdings Ltd. / (Israel) | 12,723 | $187.4 萬 | 0.95% | +33+0.3% | 加碼 |
| Beck Capital Management, LLC | 12,965 | $188.0 萬 | 0.72% | −6,815−34.5% | 減碼 |
| Donald L. Hagan, LLC | 12,986 | $188.3 萬 | 1.13% | −82−0.6% | 減碼 |
| Yarger Wealth Strategies, LLC | 13,005 | $188.6 萬 | 1.60% | +9,356+256.4% | 加碼 |
| Cutler Group LP | 13,016 | $188.7 萬 | 0.30% | −33,052−71.7% | 減碼 |
| Warther Private Wealth, LLC | 13,081 | $189.7 萬 | 1.26% | −3,465−20.9% | 減碼 |
| Orleans Capital Management Corp | 13,102 | $190.0 萬 | 1.41% | +2,375+22.1% | 加碼 |
| Aristotle Capital Management, LLC | 13,136 | $190.5 萬 | 0.00% | −23−0.2% | 減碼 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 12,849 | $191.1 萬 | 0.41% | 00.0% | 不變 |
| Peoples Bank | 13,190 | $191.3 萬 | 1.64% | +13,190 | 新進 |
| Accredited Investors Inc. | 13,198 | $191.4 萬 | 0.14% | −483−3.5% | 減碼 |
| TKG Advisors, LLC | 13,205 | $191.5 萬 | 1.28% | +6,521+97.6% | 加碼 |
| Pinnacle Holdings, LLC | 13,205 | $191.5 萬 | 0.90% | −872−6.2% | 減碼 |
| Joseph Group Capital Management | 13,293 | $192.8 萬 | 1.39% | +335+2.6% | 加碼 |
| Avestar Capital, LLC | 13,322 | $193.2 萬 | 0.29% | +1,291+10.7% | 加碼 |
| Kiley Juergens Wealth Management, LLC | 13,350 | $193.6 萬 | 0.70% | −293−2.1% | 減碼 |
| LCNB Corp | 13,360 | $193.7 萬 | 0.86% | −900−6.3% | 減碼 |
| Ellerson Group Inc | 13,413 | $194.5 萬 | 1.81% | +480+3.7% | 加碼 |
| Connolly Sarah T. | 13,415 | $194.5 萬 | 1.28% | −10,665−44.3% | 減碼 |
| WBH Advisory Inc | 13,416 | $194.6 萬 | 0.24% | +71+0.5% | 加碼 |
| Mastrapasqua Asset Management Inc | 13,432 | $194.8 萬 | 0.23% | +1,054+8.5% | 加碼 |
| Verus Capital Partners, LLC | 13,436 | $194.8 萬 | 0.27% | −417−3.0% | 減碼 |
| Byrne Asset Management LLC | 13,447 | $195.0 萬 | 1.62% | +45+0.3% | 加碼 |
| Aft, Forsyth & Sober, LLC | 13,450 | $195.1 萬 | 0.82% | 00.0% | 不變 |
| Brendel Financial Advisors LLC | 13,465 | $195.3 萬 | 2.90% | −138−1.0% | 減碼 |
| United Community Bank | 13,498 | $195.7 萬 | 0.96% | +10,165+305.0% | 加碼 |
| Summit Financial Group Inc | 13,502 | $195.8 萬 | 0.82% | −670−4.7% | 減碼 |
| Segment Wealth Management, LLC | 13,536 | $196.3 萬 | 0.20% | +252+1.9% | 加碼 |
| Cim Investment Mangement Inc | 13,553 | $196.5 萬 | 0.72% | −318−2.3% | 減碼 |
| LMG Wealth Partners, LLC | 13,575 | $196.9 萬 | 0.60% | −14−0.1% | 減碼 |
| Union Savings Bank | 13,578 | $196.9 萬 | 1.23% | +627+4.8% | 加碼 |
| MRP Capital Investments, LLC | 28,333 | $197.2 萬 | 2.19% | −27,567−49.3% | 減碼 |
| True North Advisors, LLC | 13,649 | $197.9 萬 | 0.61% | −4,378−24.3% | 減碼 |
| Gerber Kawasaki Wealth & Investment Management | 13,666 | $198.2 萬 | 0.13% | +522+4.0% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 13,679 | $198.4 萬 | 0.19% | −6,960−33.7% | 減碼 |
| High Net Worth Advisory Group LLC | 13,702 | $198.7 萬 | 0.80% | −1,372−9.1% | 減碼 |
| Exchange Bank | 13,720 | $199.0 萬 | 1.91% | +373+2.8% | 加碼 |
| Bedell Frazier Investment Counseling, LLC | 13,721 | $199.0 萬 | 0.60% | −6,625−32.6% | 減碼 |
| Chapman Investment Management, LLC | 13,727 | $199.1 萬 | 1.69% | −235−1.7% | 減碼 |
| Hamel Associates, Inc. | 13,747 | $199.3 萬 | 0.73% | −70−0.5% | 減碼 |
| Washington Capital Management Inc | 13,825 | $200.5 萬 | 1.84% | −105−0.8% | 減碼 |
| Main Street Financial Solutions, LLC | 13,841 | $200.7 萬 | 0.28% | −13−0.1% | 減碼 |
| Virtue Capital Management, LLC | 13,902 | $201.1 萬 | 0.34% | 00.0% | 不變 |
| Lafayette Investments, Inc. | 13,935 | $202.1 萬 | 0.55% | −260−1.8% | 減碼 |
| Twin Lakes Capital Management, LLC | 13,949 | $202.3 萬 | 1.49% | +57+0.4% | 加碼 |
| Advisory Research Inc | 13,977 | $202.7 萬 | 0.28% | −1,180−7.8% | 減碼 |
| Wulff, Hansen & Co. | 13,990 | $202.9 萬 | 2.37% | −95−0.7% | 減碼 |
| Insight Inv LLC | 13,971 | $203.0 萬 | 2.25% | −142−1.0% | 減碼 |
| Concord Asset Management, LLC | 14,003 | $203.1 萬 | 0.68% | +3,057+27.9% | 加碼 |
| Boit C F David | 14,137 | $203.2 萬 | 1.39% | 00.0% | 不變 |
| MONECO Advisors, LLC | 14,044 | $203.7 萬 | 0.55% | +478+3.5% | 加碼 |
| Notis-McConarty Edward | 14,067 | $204.0 萬 | 0.83% | −130−0.9% | 減碼 |
| First County Bank | 14,112 | $204.7 萬 | 1.07% | +184+1.3% | 加碼 |
| Imprint Wealth LLC | 14,134 | $205.0 萬 | 1.73% | −2,846−16.8% | 減碼 |
| Stonehage Fleming Financial Services Holdings Ltd | 14,155 | $205.3 萬 | 0.18% | +5,000+54.6% | 加碼 |
| Amplius Wealth Advisors, LLC | 14,201 | $205.9 萬 | 0.28% | −3,173−18.3% | 減碼 |
| Rockingstone Advisors LLC | 14,229 | $206.3 萬 | 1.14% | +496+3.6% | 加碼 |
| Ramirez Asset Management, Inc. | 14,258 | $206.8 萬 | 0.44% | +14,258 | 新進 |
| Y.D. More Investments Ltd | 14,343 | $208.0 萬 | 0.43% | −190−1.3% | 減碼 |
| Carl P. Sherr & Co., LLC | 14,369 | $208.4 萬 | 1.41% | +18+0.1% | 加碼 |
| MB, Levis & Associates, LLC | 14,393 | $208.7 萬 | 1.35% | −65−0.4% | 減碼 |
| Insight Wealth Strategies, LLC | 14,420 | $209.1 萬 | 0.40% | +1,004+7.5% | 加碼 |
| Benedict Financial Advisors Inc | 14,467 | $209.8 萬 | 0.61% | −40.0% | 減碼 |
| Kapstone Financial Advisors LLC | 14,469 | $209.8 萬 | 1.89% | +6,000+70.8% | 加碼 |
| Jackson Hole Capital Partners, LLC | 14,484 | $210.0 萬 | 0.61% | −2,000−12.1% | 減碼 |
| Commonwealth Financial Services, LLC | 14,490 | $210.1 萬 | 0.63% | +14,490 | 新進 |
| Nixon Peabody Trust Co | 14,513 | $210.5 萬 | 1.76% | −5,348−26.9% | 減碼 |
| Hudson Value Partners, LLC | 14,533 | $210.8 萬 | 1.11% | +345+2.4% | 加碼 |
| Truepoint, Inc. | 14,536 | $210.8 萬 | 0.07% | +3,228+28.5% | 加碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 14,537 | $210.8 萬 | 0.51% | +1,418+10.8% | 加碼 |
| Arbor Capital Management Inc | 14,677 | $211.2 萬 | 1.88% | −408−2.7% | 減碼 |
| Davidson Trust Co | 14,603 | $211.8 萬 | 1.57% | +43+0.3% | 加碼 |
| AustralianSuper Pty Ltd | 14,619 | $212.0 萬 | 0.01% | +721+5.2% | 加碼 |
| Jeppson Wealth Management, LLC | 14,651 | $212.5 萬 | 0.97% | −700−4.6% | 減碼 |
| Holistic Financial Partners | 14,693 | $213.1 萬 | 1.41% | +599+4.3% | 加碼 |
| Gs Investments, Inc. | 14,762 | $214.1 萬 | 1.22% | −25−0.2% | 減碼 |
| Next Capital Management LLC | 14,817 | $214.9 萬 | 0.97% | 00.0% | 不變 |
| Wolff Wiese Magana LLC | 14,836 | $215.2 萬 | 1.75% | −308−2.0% | 減碼 |
| Fragasso Group Inc. | 14,848 | $215.3 萬 | 0.23% | −175−1.2% | 減碼 |
| First Bank & Trust | 14,866 | $215.6 萬 | 0.56% | −272−1.8% | 減碼 |
| Brady Family Wealth, LLC | 14,887 | $215.9 萬 | 0.83% | +376+2.6% | 加碼 |
| Hartline Investment Corp | 14,891 | $215.9 萬 | 0.39% | +1,634+12.3% | 加碼 |
| Grandview Asset Management LLC | 14,909 | $216.2 萬 | 1.24% | −4,928−24.8% | 減碼 |
| Pinnacle West Asset Management, Inc. | 14,915 | $216.3 萬 | 2.12% | +725+5.1% | 加碼 |
| Altman Advisors, Inc. | 14,919 | $216.4 萬 | 1.35% | +14,919 | 新進 |
| Delta Financial Advisors LLC | 14,924 | $216.4 萬 | 0.98% | +983+7.1% | 加碼 |
| Titleist Asset Management, LLC | 14,935 | $216.6 萬 | 0.44% | −4,269−22.2% | 減碼 |
| Armor Investment Advisors, LLC | 14,942 | $216.7 萬 | 1.29% | +424+2.9% | 加碼 |
| S.E.E.D. Planning Group LLC | 14,971 | $217.1 萬 | 0.84% | −574−3.7% | 減碼 |
| Wambolt & Associates, LLC | 15,108 | $217.2 萬 | 0.79% | +614+4.2% | 加碼 |
| Gryphon Financial Partners LLC | 14,979 | $217.2 萬 | 0.52% | +408+2.8% | 加碼 |
| SFMG, LLC | 14,998 | $217.5 萬 | 0.22% | −101−0.7% | 減碼 |
| Sittner & Nelson, LLC | 15,050 | $218.3 萬 | 1.26% | −376−2.4% | 減碼 |
| Advisor OS, LLC | 15,053 | $218.3 萬 | 0.33% | −4,417−22.7% | 減碼 |
| LS Investment Advisors, LLC | 15,056 | $218.3 萬 | 0.41% | −201−1.3% | 減碼 |