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 5,157 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
- 3,711
- 較 2023 年第 2 季 +81 家
- 持有股數
- 20.5 億
- 較 2023 年第 2 季 +321.1 萬 (+0.2%)
- 總市值
- $2,970 億
- 較 2023 年第 2 季 +$178.3 萬 (0.0%)
- 新進機構
- 161
- 另有 1,580 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 | 5,157 | $6,437 億 |
| 2026 年第 1 季 | 5,103 | $5,721 億 |
| 2025 年第 4 季 | 5,155 | $6,395 億 |
| 2025 年第 3 季 | 4,766 | $6,180 億 |
| 2025 年第 2 季 | 4,753 | $5,824 億 |
| 2025 年第 1 季 | 4,680 | $4,946 億 |
| 2024 年第 4 季 | 4,680 | $4,900 億 |
| 2024 年第 3 季 | 4,216 | $4,294 億 |
| 2024 年第 2 季 | 4,182 | $4,162 億 |
| 2024 年第 1 季 | 4,121 | $4,145 億 |
| 2023 年第 4 季 | 4,002 | $3,518 億 |
| 2023 年第 3 季 | 3,711 | $2,970 億 |
| 2023 年第 2 季 | 3,673 | $2,976 億 |
| 2023 年第 1 季 | 3,613 | $2,663 億 |
| 2022 年第 4 季 | 3,629 | $2,783 億 |
| 2022 年第 3 季 | 3,396 | $2,129 億 |
| 2022 年第 2 季 | 3,428 | $2,293 億 |
| 2022 年第 1 季 | 3,520 | $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 |
|---|---|---|---|---|---|
| Cowa, LLC | 2,659 | $38.6 萬 | 0.26% | −50−1.8% | 減碼 |
| Brown Wealth Management, LLC | 2,661 | $38.6 萬 | 0.18% | −835−23.9% | 減碼 |
| Islay Capital Management, LLC | 2,662 | $38.6 萬 | 0.33% | −45−1.7% | 減碼 |
| Options Solutions, LLC | 2,662 | $38.6 萬 | 0.44% | −492−15.6% | 減碼 |
| H&H Retirement Design & Management INC | 2,609 | $38.6 萬 | 0.27% | +2,609 | 新進 |
| Tamar Securities, LLC | 2,668 | $38.7 萬 | 0.09% | +25+0.9% | 加碼 |
| BIP Wealth, LLC | 2,669 | $38.7 萬 | 0.04% | +98+3.8% | 加碼 |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 2,677 | $38.8 萬 | 0.20% | 00.0% | 不變 |
| CarsonAllaria Wealth Management, Ltd. | 2,678 | $38.8 萬 | 0.32% | −26−1.0% | 減碼 |
| Avenue 1 Advisors, LLC | 2,681 | $38.9 萬 | 0.19% | +15+0.6% | 加碼 |
| Contravisory Investment Management, Inc. | 2,686 | $39.0 萬 | 0.11% | +2,686 | 新進 |
| Kure Advisory, LLC | 2,686 | $39.0 萬 | 0.22% | +2,686 | 新進 |
| WorthPointe, LLC | 2,687 | $39.0 萬 | 0.24% | +667+33.0% | 加碼 |
| Godsey & Gibb Associates | 2,688 | $39.0 萬 | 0.05% | −236−8.1% | 減碼 |
| Wealth Advisors of Iowa, LLC | 2,691 | $39.0 萬 | 0.27% | −19−0.7% | 減碼 |
| Firethorn Wealth Partners, LLC | 2,693 | $39.1 萬 | 0.30% | −6−0.2% | 減碼 |
| Ocean Capital Management, LLC | 2,700 | $39.2 萬 | 0.18% | 00.0% | 不變 |
| Blue Bell Private Wealth Management, LLC | 2,701 | $39.2 萬 | 0.11% | +106+4.1% | 加碼 |
| Smith Anglin Financial, LLC | 2,702 | $39.2 萬 | 0.05% | +511+23.3% | 加碼 |
| Wescott Financial Advisory Group, LLC | 2,707 | $39.3 萬 | 0.07% | −36−1.3% | 減碼 |
| Deuterium Capital Management, LLC | 2,736 | $39.3 萬 | 0.94% | −2,859−51.1% | 減碼 |
| Summitry LLC | 2,721 | $39.5 萬 | 0.03% | 00.0% | 不變 |
| Henrickson Nauta Wealth Advisors, Inc. | 2,730 | $39.6 萬 | 0.24% | +130+5.0% | 加碼 |
| Reik & Co., LLC | 2,732 | $39.6 萬 | 0.12% | 00.0% | 不變 |
| Financial Freedom, LLC | 2,736 | $39.7 萬 | 0.28% | +9+0.3% | 加碼 |
| Pennsylvania Capital Management Inc | 2,745 | $39.8 萬 | 0.17% | +45+1.7% | 加碼 |
| Parkside Investments, LLC | 2,751 | $39.9 萬 | 0.07% | +10+0.4% | 加碼 |
| Callan Family Office, LLC | 2,755 | $40.0 萬 | 0.11% | −2,725−49.7% | 減碼 |
| Altus Wealth Management, LLC | 2,756 | $40.0 萬 | 0.28% | +52+1.9% | 加碼 |
| Whelan Financial | 2,762 | $40.1 萬 | 0.21% | +265+10.6% | 加碼 |
| Ellevest, Inc. | 2,764 | $40.1 萬 | 0.03% | +267+10.7% | 加碼 |
| Wealth Management Solutions, LLC | 2,778 | $40.3 萬 | 0.28% | +8+0.3% | 加碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,782 | $40.3 萬 | 0.26% | 00.0% | 不變 |
| Capital Markets Trading UK LLP | 2,785 | $40.4 萬 | 0.35% | −34,974−92.6% | 減碼 |
| Avion Wealth | 2,788 | $40.4 萬 | 0.12% | −227−7.5% | 減碼 |
| Arlington Partners LLC | 2,828 | $41.0 萬 | 0.17% | −6,607−70.0% | 減碼 |
| Arlington Trust Co LLC | 2,828 | $41.0 萬 | 0.17% | +2,828 | 新進 |
| Cooper/Haims Advisors, LLC | 2,834 | $41.1 萬 | 0.32% | +76+2.8% | 加碼 |
| Horizon Kinetics Asset Management LLC | 2,843 | $41.2 萬 | 0.01% | −175−5.8% | 減碼 |
| Trilogy Capital Inc. | 2,864 | $41.5 萬 | 0.03% | −853−22.9% | 減碼 |
| Interchange Capital Partners, LLC | 2,872 | $41.6 萬 | 0.33% | +991+52.7% | 加碼 |
| Capital Financial Planning, LLC | 2,874 | $41.7 萬 | 0.17% | −67−2.3% | 減碼 |
| Shapiro Capital Management LLC | 2,880 | $41.8 萬 | 0.01% | −1,000−25.8% | 減碼 |
| My Personal CFO, LLC | 2,883 | $41.8 萬 | 0.34% | +2+0.1% | 加碼 |
| Integrity Financial Corp | 2,890 | $41.9 萬 | 0.32% | +263+10.0% | 加碼 |
| Safeguard Investment Advisory Group, LLC | 2,895 | $42.0 萬 | 0.18% | −117−3.9% | 減碼 |
| Strid Group, LLC | 2,897 | $42.0 萬 | 0.09% | +97+3.5% | 加碼 |
| Amussen Hunsaker Associates LLC | 2,851 | $42.0 萬 | 0.10% | −376−11.7% | 減碼 |
| Chiron Capital Management, LLC | 2,908 | $42.2 萬 | 0.36% | −3,201−52.4% | 減碼 |
| Jackson, Grant Investment Advisers, Inc. | 2,908 | $42.2 萬 | 0.20% | +12+0.4% | 加碼 |
| Harrington Investments, INC | 2,915 | $42.3 萬 | 0.29% | 00.0% | 不變 |
| Sequent Asset Management, LLC | 2,919 | $42.3 萬 | 0.46% | +10.0% | 加碼 |
| Bond & Devick Financial Network, Inc. | 2,923 | $42.4 萬 | 0.27% | 00.0% | 不變 |
| Magnolia Capital Management Ltd | 2,925 | $42.4 萬 | 0.41% | 00.0% | 不變 |
| Avenir Corp | 2,924 | $42.4 萬 | 0.04% | 00.0% | 不變 |
| Charter Research & Investment Group, Inc. | 2,946 | $42.7 萬 | 0.38% | −21−0.7% | 減碼 |
| Keene & Associates, Inc. | 2,949 | $42.8 萬 | 0.34% | +168+6.0% | 加碼 |
| Abacus Wealth Partners, LLC | 2,953 | $42.8 萬 | 0.13% | +1,128+61.8% | 加碼 |
| Intergy Private Wealth, LLC | 2,970 | $43.1 萬 | 0.22% | +121+4.2% | 加碼 |
| Wellspring Financial Advisors, LLC | 2,974 | $43.1 萬 | 0.13% | +1,346+82.7% | 加碼 |
| Codex Capital, L.L.C. | 3,000 | $43.2 萬 | 0.28% | −500−14.3% | 減碼 |
| FSA Wealth Management LLC | 2,984 | $43.3 萬 | 0.24% | +108+3.8% | 加碼 |
| Ackerman Capital Advisors, LLC | 2,987 | $43.3 萬 | 0.12% | 00.0% | 不變 |
| Gemmer Asset Management LLC | 2,990 | $43.4 萬 | 0.06% | −198−6.2% | 減碼 |
| Par Capital Management Inc | 3,000 | $43.5 萬 | 0.02% | +3,000 | 新進 |
| Mayfair Advisory Group, LLC | 2,994 | $43.6 萬 | 0.42% | −120−3.9% | 減碼 |
| Sycomore Asset Management | 3,000 | $43.7 萬 | 0.11% | +553+22.6% | 加碼 |
| Bridgeworth, LLC | 3,014 | $43.7 萬 | 0.05% | −30−1.0% | 減碼 |
| Cedrus LLC | 3,014 | $43.7 萬 | 0.31% | −314−9.4% | 減碼 |
| Fountainhead AM, LLC | 3,020 | $43.8 萬 | 0.15% | +43+1.4% | 加碼 |
| Howard Wealth Management, LLC | 3,022 | $43.8 萬 | 0.40% | −40−1.3% | 減碼 |
| Measured Wealth Private Client Group, LLC | 3,029 | $43.9 萬 | 0.18% | 00.0% | 不變 |
| Spotlight Asset Group, Inc. | 3,033 | $44.0 萬 | 0.40% | +295+10.8% | 加碼 |
| Vista Capital Partners, Inc. | 3,035 | $44.0 萬 | 0.07% | −100−3.2% | 減碼 |
| Triune Financial Partners, LLC | 3,042 | $44.1 萬 | 0.18% | +19+0.6% | 加碼 |
| Isthmus Partners, LLC | 3,048 | $44.2 萬 | 0.06% | +278+10.0% | 加碼 |
| Cypress Capital Management LLC (WY) | 3,050 | $44.2 萬 | 0.52% | −25−0.8% | 減碼 |
| Crestone Asset Management LLC | 3,065 | $44.4 萬 | 0.11% | +3,065 | 新進 |
| Financial Advisory Corp | 3,070 | $44.5 萬 | 0.21% | 00.0% | 不變 |
| Market Street Wealth Management Advisors LLC | 3,070 | $44.5 萬 | 0.11% | −2,027−39.8% | 減碼 |
| WestHill Financial Advisors, Inc. | 3,070 | $44.5 萬 | 0.13% | +3,070 | 新進 |
| Cohen & Steers, Inc. | 3,077 | $44.6 萬 | 0.00% | 00.0% | 不變 |
| Prosperity Wealth Management, Inc. | 3,091 | $44.8 萬 | 0.29% | +13+0.4% | 加碼 |
| Emerald Advisors, LLC | 3,110 | $45.1 萬 | 0.10% | +5+0.2% | 加碼 |
| Gitterman Wealth Management, LLC | 3,110 | $45.1 萬 | 0.21% | −39−1.2% | 減碼 |
| Levy Wealth Management Group, LLC | 3,112 | $45.1 萬 | 0.14% | +17+0.5% | 加碼 |
| Guidance Capital, Inc | 3,163 | $45.1 萬 | 0.20% | +56+1.8% | 加碼 |
| Lane & Associates LLC | 3,119 | $45.2 萬 | 0.36% | +74+2.4% | 加碼 |
| Trust Co of Oklahoma | 3,121 | $45.3 萬 | 0.18% | −2,110−40.3% | 減碼 |
| Trellis Advisors, LLC | 3,122 | $45.3 萬 | 0.21% | +8+0.3% | 加碼 |
| Cook Wealth Management Group LLC | 3,223 | $45.4 萬 | 0.35% | +400+14.2% | 加碼 |
| Pin Oak Investment Advisors Inc | 3,132 | $45.4 萬 | 0.51% | +63+2.1% | 加碼 |
| Weaver Consulting Group | 3,131 | $45.4 萬 | 0.21% | −117−3.6% | 減碼 |
| Concorde Asset Management, LLC | 3,138 | $45.5 萬 | 0.41% | −1,106−26.1% | 減碼 |
| Rock Creek Group, LP | 3,154 | $45.7 萬 | 0.06% | −1,476−31.9% | 減碼 |
| Legacy Financial Strategies, LLC | 3,165 | $45.8 萬 | 0.15% | 00.0% | 不變 |
| Basepoint Wealth LLC | 3,169 | $46.0 萬 | 0.37% | +207+7.0% | 加碼 |
| Syntegra Private Wealth Group, LLC | 3,176 | $46.1 萬 | 0.07% | 00.0% | 不變 |
| Tandem Investment Advisors, Inc. | 3,184 | $46.2 萬 | 0.02% | −460−12.6% | 減碼 |
| Northwest Investment Counselors, LLC | 3,186 | $46.2 萬 | 0.13% | +112+3.6% | 加碼 |