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
- 3,710
- 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 | 5,157 | $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 |
|---|---|---|---|---|---|
| Family Firm, Inc. | 4,366 | $63.3 萬 | 0.18% | +17+0.4% | 加碼 |
| Elgethun Capital Management | 4,359 | $63.4 萬 | 0.19% | +10.0% | 加碼 |
| California First Leasing Corp | 4,380 | $63.5 萬 | 0.37% | 00.0% | 不變 |
| Disciplined Investments, LLC | 4,381 | $63.5 萬 | 0.39% | −28−0.6% | 減碼 |
| Twinbeech Capital LP | 4,424 | $64.2 萬 | 0.01% | −43,132−90.7% | 減碼 |
| Capital Advisors Wealth Management, LLC | 4,433 | $64.3 萬 | 0.17% | +257+6.2% | 加碼 |
| Tanager Wealth Management LLP | 4,441 | $64.4 萬 | 0.13% | +82+1.9% | 加碼 |
| Moss Adams Wealth Advisors LLC | 4,456 | $64.6 萬 | 0.22% | −35−0.8% | 減碼 |
| Sunburst Financial Group, LLC | 4,467 | $64.8 萬 | 0.23% | +154+3.6% | 加碼 |
| Curated Wealth Partners LLC | 4,476 | $64.9 萬 | 0.12% | −23−0.5% | 減碼 |
| Planning Center, Inc. | 4,484 | $65.0 萬 | 0.17% | −100−2.2% | 減碼 |
| Meridian Management Co | 4,485 | $65.0 萬 | 0.21% | +309+7.4% | 加碼 |
| Retirement Income Solutions, Inc | 4,490 | $65.1 萬 | 0.18% | 00.0% | 不變 |
| KilterHowling LLC | 4,491 | $65.1 萬 | 0.57% | +12+0.3% | 加碼 |
| Oakwell Private Wealth Management, LLC | 4,493 | $65.2 萬 | 0.28% | +4,493 | 新進 |
| Affinity Capital Advisors, LLC | 4,500 | $65.3 萬 | 0.18% | +308+7.3% | 加碼 |
| Oliver Lagore Vanvalin Investment Group | 4,515 | $65.5 萬 | 0.26% | +6+0.1% | 加碼 |
| Fca Corp | 4,527 | $65.7 萬 | 0.24% | −106−2.3% | 減碼 |
| E Fund Management Co., Ltd. | 4,536 | $65.8 萬 | 0.05% | −345−7.1% | 減碼 |
| Merrion Investment Management Co, LLC | 4,544 | $65.9 萬 | 0.57% | 00.0% | 不變 |
| Wendell David Associates Inc | 4,546 | $65.9 萬 | 0.08% | −258−5.4% | 減碼 |
| Luts & Greenleigh Group, Inc | 4,548 | $66.0 萬 | 0.82% | −49−1.1% | 減碼 |
| Jacobs Levy Equity Management, Inc | 4,557 | $66.1 萬 | 0.00% | +760+20.0% | 加碼 |
| Eldridge Investment Advisors, Inc. | 4,559 | $66.1 萬 | 0.22% | 00.0% | 不變 |
| Aveo Capital Partners, LLC | 4,560 | $66.1 萬 | 0.09% | +85+1.9% | 加碼 |
| Derbend Asset Management | 4,566 | $66.2 萬 | 0.45% | −128−2.7% | 減碼 |
| Sax Wealth Advisors, LLC | 4,568 | $66.2 萬 | 0.13% | +298+7.0% | 加碼 |
| Day & Ennis, LLC | 4,571 | $66.3 萬 | 0.25% | 00.0% | 不變 |
| Archetype Wealth Partners | 4,571 | $66.3 萬 | 0.14% | +1,507+49.2% | 加碼 |
| Matisse Capital | 4,581 | $66.4 萬 | 0.47% | 00.0% | 不變 |
| Almanack Investment Partners, LLC. | 4,596 | $66.6 萬 | 0.13% | −1,775−27.9% | 減碼 |
| Southland Equity Partners LLC | 4,605 | $66.8 萬 | 0.23% | +170+3.8% | 加碼 |
| Engrave Wealth Partners LLC | 4,611 | $66.9 萬 | 0.21% | +441+10.6% | 加碼 |
| Hamilton Capital, LLC | 4,617 | $67.0 萬 | 0.05% | −234−4.8% | 減碼 |
| Private Wealth Strategies, L.L.C. | 4,625 | $67.1 萬 | 0.17% | −75−1.6% | 減碼 |
| Leonard Rickey Investment Advisors P.L.L.C. | 4,626 | $67.1 萬 | 0.22% | +105+2.3% | 加碼 |
| Pine Haven Investment Counsel, Inc | 4,634 | $67.2 萬 | 0.70% | −375−7.5% | 減碼 |
| Cardinal Strategic Wealth Guidance | 4,649 | $67.4 萬 | 0.31% | 00.0% | 不變 |
| Sierra Capital LLC | 4,656 | $67.5 萬 | 0.11% | −2,519−35.1% | 減碼 |
| Garde Capital, Inc. | 4,655 | $67.5 萬 | 0.06% | −2,496−34.9% | 減碼 |
| Financial Partners Group, Inc | 4,686 | $67.6 萬 | 0.14% | +127+2.8% | 加碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 4,667 | $67.7 萬 | 0.36% | +4,667 | 新進 |
| GPS Wealth Strategies Group, LLC | 4,670 | $67.7 萬 | 0.13% | −222−4.5% | 減碼 |
| Diamant Asset Management, Inc. | 4,671 | $67.7 萬 | 0.56% | 00.0% | 不變 |
| ERTS Wealth Advisors, LLC | 4,675 | $67.8 萬 | 0.16% | −3−0.1% | 減碼 |
| Harvest Investment Services, LLC | 4,685 | $67.9 萬 | 0.44% | +3,066+189.4% | 加碼 |
| Sutton Place Investors LLC | 4,687 | $68.0 萬 | 0.88% | +42+0.9% | 加碼 |
| Requisite Capital Management, LLC | 4,688 | $68.0 萬 | 0.17% | 00.0% | 不變 |
| Benchmark Investment Advisors LLC | 4,692 | $68.0 萬 | 0.69% | +93+2.0% | 加碼 |
| Sweet Financial Partners, LLC | 4,694 | $68.1 萬 | 0.18% | −118−2.5% | 減碼 |
| Paladin Advisory Group, LLC | 4,696 | $68.1 萬 | 0.57% | −87−1.8% | 減碼 |
| Weinberger Asset Management, Inc | 4,700 | $68.2 萬 | 0.39% | −10.0% | 減碼 |
| Kathmere Capital Management, LLC | 4,704 | $68.2 萬 | 0.10% | +1,110+30.9% | 加碼 |
| Red Wave Investments LLC | 4,719 | $68.4 萬 | 0.29% | 00.0% | 不變 |
| Future Financial Wealth Managment LLC | 4,728 | $68.6 萬 | 0.76% | +627+15.3% | 加碼 |
| Wedge Capital Management L L P | 4,729 | $68.6 萬 | 0.01% | 00.0% | 不變 |
| GenWealth Group, Inc. | 4,729 | $68.6 萬 | 0.21% | 00.0% | 不變 |
| O'Keefe Stevens Advisory, Inc. | 4,731 | $68.6 萬 | 0.31% | +238+5.3% | 加碼 |
| Latitude Advisors, LLC | 4,746 | $68.8 萬 | 0.49% | −3−0.1% | 減碼 |
| Centurion Wealth Management LLC | 4,748 | $68.9 萬 | 0.34% | +29+0.6% | 加碼 |
| SRN Advisors, LLC | 4,757 | $69.0 萬 | 0.68% | −3,144−39.8% | 減碼 |
| MinichMacGregor Wealth Management, LLC | 4,761 | $69.0 萬 | 0.23% | +19+0.4% | 加碼 |
| Horizon Wealth Management, LLC | 4,791 | $69.5 萬 | 0.28% | +31+0.7% | 加碼 |
| Axim Planning & Wealth | 4,809 | $69.7 萬 | 0.62% | +89+1.9% | 加碼 |
| Insight Advisors, LLC | 4,839 | $70.2 萬 | 0.16% | −20.0% | 減碼 |
| Michael B. Yongue | 4,844 | $70.2 萬 | 0.68% | −118−2.4% | 減碼 |
| Omnia Family Wealth, LLC | 4,848 | $70.3 萬 | 0.44% | −216−4.3% | 減碼 |
| KLR Investment Advisors, LLC | 5,403 | $70.4 萬 | 0.64% | +32+0.6% | 加碼 |
| Teza Capital Management LLC | 4,860 | $70.5 萬 | 0.11% | +1,668+52.3% | 加碼 |
| Silver Oak Securities, Inc | 4,871 | $70.6 萬 | 0.15% | −835−14.6% | 減碼 |
| Tectonic Advisors LLC | 4,872 | $70.7 萬 | 0.07% | −85−1.7% | 減碼 |
| Lee Financial Co | 4,872 | $70.7 萬 | 0.13% | +52+1.1% | 加碼 |
| Aua Capital Management, LLC | 4,898 | $71.0 萬 | 0.51% | +581+13.5% | 加碼 |
| Evolution Wealth Advisors, LLC | 4,900 | $71.1 萬 | 0.16% | −150−3.0% | 減碼 |
| Rosenberg Matthew Hamilton | 4,904 | $71.1 萬 | 0.24% | −122−2.4% | 減碼 |
| Landaas & Co | 4,960 | $71.6 萬 | 0.31% | +5+0.1% | 加碼 |
| Southeast Asset Advisors Inc. | 4,949 | $71.8 萬 | 0.10% | +345+7.5% | 加碼 |
| Benson Investment Management Company, Inc. | 4,950 | $71.8 萬 | 0.40% | 00.0% | 不變 |
| CJM Wealth Advisers, Ltd. | 4,950 | $71.8 萬 | 0.35% | +20.0% | 加碼 |
| Taylor Hoffman Wealth Management | 4,954 | $71.8 萬 | 0.37% | 00.0% | 不變 |
| Westhampton Capital, LLC | 4,960 | $71.9 萬 | 0.46% | +4,960 | 新進 |
| Security National Bank of So Dak | 4,966 | $72.0 萬 | 0.53% | −200−3.9% | 減碼 |
| Alliance Wealth Advisors, LLC | 4,988 | $72.3 萬 | 0.52% | −186−3.6% | 減碼 |
| Reston Wealth Management LLC | 4,989 | $72.3 萬 | 0.37% | +82+1.7% | 加碼 |
| Capital Management Associates | 4,993 | $72.4 萬 | 1.07% | −139−2.7% | 減碼 |
| JBF Capital, Inc. | 5,000 | $72.5 萬 | 0.16% | 00.0% | 不變 |
| Signature Estate & Investment Advisors LLC | 5,010 | $72.7 萬 | 0.02% | −103−2.0% | 減碼 |
| Fairview Capital Investment Management, LLC | 5,030 | $72.9 萬 | 0.05% | −15−0.3% | 減碼 |
| Tributary Capital Management, LLC | 5,035 | $73.0 萬 | 0.07% | −57−1.1% | 減碼 |
| Hofer & Associates. Inc | 5,042 | $73.1 萬 | 0.75% | +63+1.3% | 加碼 |
| GTS Securities LLC | 5,055 | $73.3 萬 | 0.02% | +1,243+32.6% | 加碼 |
| Bay Rivers Group | 5,069 | $73.5 萬 | 0.57% | +105+2.1% | 加碼 |
| Integral Investment Advisors, Inc. | 5,082 | $73.7 萬 | 0.52% | +80+1.6% | 加碼 |
| Hedges Asset Management LLC | 5,100 | $74.0 萬 | 0.65% | +800+18.6% | 加碼 |
| Private Capital Management LLC | 5,120 | $74.3 萬 | 0.21% | −70−1.3% | 減碼 |
| Narus Financial Partners, LLC | 5,157 | $74.8 萬 | 0.38% | +35+0.7% | 加碼 |
| TFB Advisors LLC | 5,164 | $74.9 萬 | 0.91% | −901−14.9% | 減碼 |
| Perritt Capital Management Inc | 5,168 | $74.9 萬 | 0.43% | −30−0.6% | 減碼 |
| AXS Investments LLC | 5,170 | $75.0 萬 | 0.19% | −3,086−37.4% | 減碼 |
| Oxler Private Wealth LLC | 5,166 | $75.0 萬 | 0.38% | +23+0.4% | 加碼 |