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 |
|---|---|---|---|---|---|
| Level Four Advisory Services, LLC | 75,725 | $1,098 萬 | 0.71% | −13,194−14.8% | 減碼 |
| Motley Fool Asset Management LLC | 75,641 | $1,097 萬 | 0.88% | +5,764+8.2% | 加碼 |
| Baltimore-Washington Financial Advisors, Inc. | 75,636 | $1,097 萬 | 0.89% | −282−0.4% | 減碼 |
| Westpac Banking Corp | 75,601 | $1,096 萬 | 0.82% | +37,216+97.0% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 75,528 | $1,095 萬 | 1.10% | −699−0.9% | 減碼 |
| NJ State Employees Deferred Compensation Plan | 74,800 | $1,085 萬 | 1.65% | 00.0% | 不變 |
| Tompkins Financial Corp | 74,682 | $1,083 萬 | 1.71% | +6,250+9.1% | 加碼 |
| Girard Partners Ltd. | 74,493 | $1,080 萬 | 1.22% | −2,913−3.8% | 減碼 |
| Altrafin AG | 74,449 | $1,080 萬 | 4.71% | +5,543+8.0% | 加碼 |
| Vestor Capital, LLC | 74,335 | $1,078 萬 | 1.17% | +686+0.9% | 加碼 |
| Twin Capital Management Inc | 74,205 | $1,076 萬 | 1.55% | −164−0.2% | 減碼 |
| Gluskin Sheff & Assoc Inc | 74,196 | $1,076 萬 | 0.82% | −14,271−16.1% | 減碼 |
| NewSquare Capital LLC | 74,749 | $1,074 萬 | 1.13% | +4,540+6.5% | 加碼 |
| Toroso Investments, LLC | 73,882 | $1,071 萬 | 0.33% | +8,453+12.9% | 加碼 |
| ARS Wealth Advisors Group, LLC | 73,846 | $1,071 萬 | 1.75% | −1,263−1.7% | 減碼 |
| SFE Investment Counsel | 73,711 | $1,069 萬 | 3.11% | −896−1.2% | 減碼 |
| WealthBridge Investment Counsel Inc. | 73,516 | $1,066 萬 | 4.65% | −1,050−1.4% | 減碼 |
| Allied Investment Advisors, LLC | 73,462 | $1,065 萬 | 3.19% | +607+0.8% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 73,322 | $1,063 萬 | 0.78% | +94+0.1% | 加碼 |
| Heritage Trust Co | 73,068 | $1,060 萬 | 1.65% | −132−0.2% | 減碼 |
| Country Club Bank | 71,774 | $1,059 萬 | 0.86% | −546−0.8% | 減碼 |
| Cypress Capital Group | 73,008 | $1,059 萬 | 1.53% | +306+0.4% | 加碼 |
| Bank of Nova Scotia Trust Co | 72,987 | $1,058 萬 | 1.26% | −3,024−4.0% | 減碼 |
| Cohen Klingenstein LLC | 72,700 | $1,054 萬 | 0.48% | 00.0% | 不變 |
| Spinnaker Trust | 72,449 | $1,051 萬 | 0.79% | −1,459−2.0% | 減碼 |
| Foundations Investment Advisors, LLC | 72,419 | $1,050 萬 | 0.32% | +4,116+6.0% | 加碼 |
| Holowesko Partners Ltd. | 72,100 | $1,046 萬 | 4.62% | 00.0% | 不變 |
| Chemung Canal Trust Co | 72,015 | $1,044 萬 | 2.40% | −1,078−1.5% | 減碼 |
| Ally Financial Inc. | 72,000 | $1,044 萬 | 1.53% | 00.0% | 不變 |
| Caldwell Trust Co | 71,801 | $1,041 萬 | 1.42% | +432+0.6% | 加碼 |
| Gyroscope Capital Management Group, LLC | 71,714 | $1,040 萬 | 2.39% | −1,704−2.3% | 減碼 |
| Siemens Fonds Invest GmbH | 71,711 | $1,040 萬 | 1.05% | +1,369+1.9% | 加碼 |
| Eagle Ridge Investment Management | 71,700 | $1,040 萬 | 1.13% | −660−0.9% | 減碼 |
| Cyndeo Wealth Partners, LLC | 71,549 | $1,038 萬 | 1.08% | +20,979+41.5% | 加碼 |
| Legacy Private Trust Co. | 71,534 | $1,037 萬 | 0.89% | +466+0.7% | 加碼 |
| Strategic Wealth Designers | 71,520 | $1,037 萬 | 1.88% | −5,231−6.8% | 減碼 |
| Boston Financial Mangement LLC | 71,411 | $1,036 萬 | 0.39% | −1,305−1.8% | 減碼 |
| Journey Advisory Group, LLC | 71,252 | $1,033 萬 | 1.54% | +1,651+2.4% | 加碼 |
| Worldquant Millennium Advisors LLC | 71,106 | $1,031 萬 | 0.16% | −180,535−71.7% | 減碼 |
| Stamos Capital Partners, L.P. | 71,000 | $1,030 萬 | 2.29% | −22,150−23.8% | 減碼 |
| Strategy Asset Managers LLC | 70,987 | $1,029 萬 | 2.69% | −8,180−10.3% | 減碼 |
| Woodstock Corp | 70,967 | $1,029 萬 | 1.29% | +78+0.1% | 加碼 |
| Dynamic Advisor Solutions LLC | 70,938 | $1,029 萬 | 0.49% | +2,246+3.3% | 加碼 |
| Camden Capital, LLC | 70,815 | $1,027 萬 | 1.22% | +1,855+2.7% | 加碼 |
| Pettee Investors, Inc. | 70,756 | $1,026 萬 | 4.88% | −228−0.3% | 減碼 |
| Pettyjohn, Wood & White, Inc | 70,187 | $1,018 萬 | 2.40% | +713+1.0% | 加碼 |
| Community Bank of Raymore | 69,786 | $1,012 萬 | 4.71% | −190−0.3% | 減碼 |
| Waratah Capital Advisors Ltd. | 69,445 | $1,007 萬 | 0.46% | +38,624+125.3% | 加碼 |
| Baldwin Brothers Inc | 69,317 | $1,005 萬 | 0.86% | +51+0.1% | 加碼 |
| One Capital Management, LLC | 68,441 | $992.5 萬 | 0.44% | +1,957+2.9% | 加碼 |
| Farmers National Bank | 68,356 | $991.3 萬 | 3.44% | +3,348+5.2% | 加碼 |
| Ballentine Partners, LLC | 68,217 | $989.3 萬 | 0.23% | +4,258+6.7% | 加碼 |
| Foster & Motley Inc | 68,207 | $989.1 萬 | 0.81% | +5,608+9.0% | 加碼 |
| Naples Global Advisors, LLC | 68,137 | $988.1 萬 | 1.20% | +2,127+3.2% | 加碼 |
| Addenda Capital Inc. | 68,030 | $986.6 萬 | 0.43% | −6,087−8.2% | 減碼 |
| GFS Advisors, LLC | 67,978 | $985.8 萬 | 1.53% | +39,278+136.9% | 加碼 |
| Symmetry Partners, LLC | 67,782 | $983.0 萬 | 0.53% | +6,163+10.0% | 加碼 |
| Wellington Shields Capital Management, LLC | 67,666 | $981.3 萬 | 1.29% | −817−1.2% | 減碼 |
| Stokes Family Office, LLC | 67,639 | $980.9 萬 | 1.15% | +1,016+1.5% | 加碼 |
| Ropes Wealth Advisors LLC | 67,450 | $978.2 萬 | 1.90% | −2,728−3.9% | 減碼 |
| Buckley Wealth Management, LLC | 67,422 | $977.8 萬 | 3.66% | −2,095−3.0% | 減碼 |
| Barbara Oil Co. | 67,000 | $971.6 萬 | 4.60% | 00.0% | 不變 |
| Griffin Asset Management, Inc. | 66,415 | $963.1 萬 | 1.37% | −5,286−7.4% | 減碼 |
| JCIC Asset Management Inc. | 66,111 | $958.7 萬 | 4.85% | −1,945−2.9% | 減碼 |
| Financiere des Professionnels - Fonds d,investissement inc. | 66,043 | $957.8 萬 | 0.92% | +66,043 | 新進 |
| Mitchell Sinkler & Starr | 65,809 | $954.4 萬 | 2.94% | −23,254−26.1% | 減碼 |
| Waycross Partners, LLC | 65,703 | $952.8 萬 | 2.11% | +3,404+5.5% | 加碼 |
| Buffington Mohr McNeal | 65,583 | $951.1 萬 | 2.16% | +58+0.1% | 加碼 |
| Ar Asset Management Inc | 65,231 | $946.0 萬 | 2.65% | 00.0% | 不變 |
| CBOE Vest Financial, LLC | 65,200 | $945.5 萬 | 0.52% | +26,564+68.8% | 加碼 |
| Vinva Investment Management Ltd | 64,020 | $944.9 萬 | 0.90% | −4,932−7.2% | 減碼 |
| Xcel Wealth Management, LLC | 64,938 | $941.7 萬 | 3.72% | −3,475−5.1% | 減碼 |
| Dorchester Wealth Management Co | 64,889 | $941.0 萬 | 1.90% | +100+0.2% | 加碼 |
| Invictus Private Wealth, LLC | 64,604 | $936.9 萬 | 1.02% | −637−1.0% | 減碼 |
| BKD Wealth Advisors, LLC | 64,413 | $934.1 萬 | 0.28% | −19,345−23.1% | 減碼 |
| Wells Trecaso Financial Group, LLC | 64,380 | $933.7 萬 | 4.15% | +290.0% | 加碼 |
| Global Retirement Partners, LLC | 65,120 | $933.5 萬 | 0.47% | −3,516−5.1% | 減碼 |
| Graves-Light Private Wealth Management, Inc. | 64,191 | $931.4 萬 | 1.26% | −2,496−3.7% | 減碼 |
| Clough Capital Partners L P | 64,200 | $931.0 萬 | 1.00% | 00.0% | 不變 |
| Live Oak Private Wealth LLC | 63,882 | $926.4 萬 | 1.97% | −229−0.4% | 減碼 |
| Visionary Wealth Advisors | 63,858 | $926.1 萬 | 0.75% | −970−1.5% | 減碼 |
| Signaturefd, LLC | 63,658 | $923.2 萬 | 0.24% | −419−0.7% | 減碼 |
| Hills Bank & Trust Co | 63,502 | $920.9 萬 | 1.07% | −678−1.1% | 減碼 |
| Buckingham Strategic Wealth, LLC | 63,289 | $917.8 萬 | 0.13% | +227+0.4% | 加碼 |
| Moody National Bank Trust Division | 63,113 | $915.3 萬 | 0.59% | +1,106+1.8% | 加碼 |
| David Loasby | 63,772 | $914.2 萬 | 1.01% | +1,910+3.1% | 加碼 |
| Hoertkorn Richard Charles | 63,006 | $913.7 萬 | 4.57% | −292−0.5% | 減碼 |
| Greystone Financial Group, LLC | 62,786 | $910.5 萬 | 2.27% | −699−1.1% | 減碼 |
| Fagan Associates, Inc. | 62,664 | $908.8 萬 | 2.20% | +49+0.1% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 62,595 | $907.8 萬 | 1.13% | +3,902+6.6% | 加碼 |
| Constitution Capital LLC | 62,595 | $907.8 萬 | 6.18% | −1,808−2.8% | 減碼 |
| Vestcor Inc | 62,561 | $907.3 萬 | 0.33% | −5,693−8.3% | 減碼 |
| Essex Financial Services, Inc. | 62,544 | $907.0 萬 | 1.05% | +13,637+27.9% | 加碼 |
| Veriti Management LLC | 62,444 | $905.6 萬 | 1.04% | +2,099+3.5% | 加碼 |
| Sara-Bay Financial | 62,256 | $902.8 萬 | 4.58% | −120.0% | 減碼 |
| Venator Management LLC | 62,250 | $902.7 萬 | 3.33% | +150.0% | 加碼 |
| Laurel Wealth Advisors LLC | 62,245 | $902.7 萬 | 1.92% | −3,150−4.8% | 減碼 |
| Cypress Asset Management Inc | 62,107 | $898.7 萬 | 3.01% | +1,576+2.6% | 加碼 |
| Carmel Capital Management L.L.C. | 61,953 | $898.4 萬 | 5.09% | −400−0.6% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 61,943 | $898.3 萬 | 0.57% | +4,906+8.6% | 加碼 |