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 |
|---|---|---|---|---|---|
| Skylands Capital, LLC | 61,725 | $895.1 萬 | 1.35% | −1,525−2.4% | 減碼 |
| Mount Yale Investment Advisors, LLC | 61,630 | $893.8 萬 | 0.97% | −3,467−5.3% | 減碼 |
| D L Carlson Investment Group Inc | 61,598 | $893.3 萬 | 1.80% | −488−0.8% | 減碼 |
| Bridgecreek Investment Management, LLC | 61,576 | $893.0 萬 | 1.82% | −739−1.2% | 減碼 |
| BancorpSouth Bank | 61,514 | $892.1 萬 | 0.78% | −30.0% | 減碼 |
| Bank of Hawaii | 61,350 | $889.7 萬 | 0.51% | −3,509−5.4% | 減碼 |
| Twin Tree Management, LP | 61,108 | $886.2 萬 | 0.30% | +61,108 | 新進 |
| Moreno Evelyn V | 60,926 | $883.5 萬 | 1.92% | −12,769−17.3% | 減碼 |
| Lynch & Associates | 60,871 | $882.8 萬 | 2.33% | +818+1.4% | 加碼 |
| Zuckerman Investment Group, LLC | 60,569 | $878.4 萬 | 1.26% | +381+0.6% | 加碼 |
| Fundamentun, LLC | 60,548 | $878.1 萬 | 1.31% | +2,988+5.2% | 加碼 |
| Boyer & Corporon Wealth Management, LLC | 60,452 | $876.7 萬 | 3.20% | −1,766−2.8% | 減碼 |
| Ritholtz Wealth Management | 60,388 | $875.7 萬 | 0.39% | +6,852+12.8% | 加碼 |
| Merit Financial Group, LLC | 60,305 | $874.5 萬 | 0.29% | +5,114+9.3% | 加碼 |
| XML Financial, LLC | 60,223 | $873.4 萬 | 1.05% | +251+0.4% | 加碼 |
| Stolper Co | 60,217 | $873.3 萬 | 3.79% | +198+0.3% | 加碼 |
| First Hawaiian Bank | 60,160 | $872.4 萬 | 0.30% | +1,491+2.5% | 加碼 |
| Nwi Management LP | 60,000 | $870.1 萬 | 1.51% | 00.0% | 不變 |
| Princeton Global Asset Management LLC | 59,978 | $869.8 萬 | 2.47% | +2,396+4.2% | 加碼 |
| Greenwood Capital Associates LLC | 59,873 | $868.3 萬 | 1.26% | +1,007+1.7% | 加碼 |
| Lakeview Capital Partners, LLC | 59,847 | $867.9 萬 | 1.69% | −74−0.1% | 減碼 |
| Camden National Bank | 59,758 | $866.6 萬 | 1.78% | −933−1.5% | 減碼 |
| Mark Stevens | 59,632 | $864.8 萬 | 1.16% | −370−0.6% | 減碼 |
| Harrell Investment Partners, LLC | 60,112 | $864.2 萬 | 2.94% | +2,959+5.2% | 加碼 |
| Socorro Asset Management LP | 59,519 | $863.1 萬 | 4.03% | −19,356−24.5% | 減碼 |
| Meritage Portfolio Management | 59,477 | $862.5 萬 | 0.64% | −861−1.4% | 減碼 |
| Shorepoint Capital Partners LLC | 59,357 | $860.8 萬 | 2.53% | +6,315+11.9% | 加碼 |
| Perennial Advisors, LLC | 59,314 | $860.2 萬 | 2.32% | +198+0.3% | 加碼 |
| NatWest Group plc | 59,313 | $860.2 萬 | 4.48% | +2,788+4.9% | 加碼 |
| Plimoth Trust Co LLC | 59,311 | $860.1 萬 | 2.69% | −732−1.2% | 減碼 |
| Royal Fund Management, LLC | 59,277 | $859.6 萬 | 1.23% | −1,285−2.1% | 減碼 |
| Freemont Management S.A. | 59,100 | $857.1 萬 | 1.38% | −10,000−14.5% | 減碼 |
| IHT Wealth Management, LLC | 59,052 | $856.4 萬 | 0.43% | +3,079+5.5% | 加碼 |
| Radnor Capital Management, LLC | 58,904 | $854.2 萬 | 1.70% | −440−0.7% | 減碼 |
| Soltis Investment Advisors LLC | 58,803 | $852.8 萬 | 1.10% | −893−1.5% | 減碼 |
| Bard Financial Services, Inc. | 58,715 | $851.5 萬 | 1.05% | +250+0.4% | 加碼 |
| Cyrus J. Lawrence, LLC | 58,392 | $846.8 萬 | 2.32% | +310+0.5% | 加碼 |
| Mengis Capital Management, Inc. | 57,938 | $840.2 萬 | 1.75% | +139+0.2% | 加碼 |
| M&R Capital Management Inc | 57,671 | $836.3 萬 | 2.29% | +1,099+1.9% | 加碼 |
| River Wealth Advisors LLC | 57,449 | $833.1 萬 | 1.49% | +1,168+2.1% | 加碼 |
| Covington Investment Advisors Inc. | 57,308 | $831.1 萬 | 1.70% | −170−0.3% | 減碼 |
| Sigma Investment Counselors Inc | 57,278 | $830.6 萬 | 0.63% | −390−0.7% | 減碼 |
| Paradiem, LLC | 57,266 | $830.5 萬 | 2.49% | 00.0% | 不變 |
| Rocky Mountain Advisers, LLC | 57,240 | $830.1 萬 | 4.05% | −200−0.3% | 減碼 |
| Apriem Advisors | 56,990 | $826.5 萬 | 1.21% | −89−0.2% | 減碼 |
| Boyar Asset Management Inc. | 56,980 | $826.3 萬 | 6.49% | −998−1.7% | 減碼 |
| Independent Investors Inc | 56,949 | $825.9 萬 | 2.10% | 00.0% | 不變 |
| Fulcrum Capital LLC | 56,915 | $825.4 萬 | 2.40% | −806−1.4% | 減碼 |
| First Western Trust Bank | 56,708 | $822.4 萬 | 0.44% | −1,603−2.7% | 減碼 |
| Miracle Mile Advisors, LLC | 56,647 | $821.5 萬 | 0.25% | −1,892−3.2% | 減碼 |
| EagleClaw Capital Managment, LLC | 56,615 | $821.0 萬 | 1.86% | +880+1.6% | 加碼 |
| Red Door Wealth Management, LLC | 56,509 | $819.5 萬 | 2.05% | −5,863−9.4% | 減碼 |
| Amica Mutual Insurance Co | 56,456 | $818.7 萬 | 0.96% | 00.0% | 不變 |
| Pittenger & Anderson Inc | 56,237 | $815.5 萬 | 0.41% | +378+0.7% | 加碼 |
| Terry L. Blaker | 56,116 | $813.8 萬 | 0.73% | −1,765−3.0% | 減碼 |
| Family Capital Trust Co | 56,093 | $813.5 萬 | 2.88% | −551−1.0% | 減碼 |
| Hartford Financial Management Inc. | 55,983 | $811.9 萬 | 2.07% | −225−0.4% | 減碼 |
| Martin Capital Partners, LLC | 55,921 | $811.0 萬 | 3.41% | −281−0.5% | 減碼 |
| Inlet Private Wealth, LLC | 55,746 | $808.4 萬 | 2.66% | −7,360−11.7% | 減碼 |
| Next Level Private LLC | 55,814 | $802.4 萬 | 5.32% | +115+0.2% | 加碼 |
| Chicago Capital, LLC | 55,178 | $800.2 萬 | 0.37% | 00.0% | 不變 |
| Capstone Financial Advisors, Inc. | 55,176 | $800.2 萬 | 0.63% | +191+0.3% | 加碼 |
| HRT Financial LP | 55,137 | $799.5 萬 | 0.08% | +55,137 | 新進 |
| Mitchell Capital Management Co | 55,065 | $798.6 萬 | 1.90% | +730+1.3% | 加碼 |
| Cardinal Capital Management | 55,051 | $798.3 萬 | 1.63% | +526+1.0% | 加碼 |
| Gotham Asset Management, LLC | 54,961 | $797.0 萬 | 0.16% | +1,029+1.9% | 加碼 |
| Brown Shipley& Co Ltd | 54,927 | $796.5 萬 | 4.39% | +5,025+10.1% | 加碼 |
| Sumitomo Life Insurance Co | 54,704 | $793.3 萬 | 0.22% | +265+0.5% | 加碼 |
| Wright Investors Service Inc | 54,525 | $790.7 萬 | 2.29% | −785−1.4% | 減碼 |
| Capital Analysts, LLC | 54,353 | $788.2 萬 | 0.44% | +1,216+2.3% | 加碼 |
| Compass Wealth Management LLC | 54,206 | $786.1 萬 | 2.47% | −601−1.1% | 減碼 |
| Pioneer Trust Bank N A | 54,140 | $785.1 萬 | 2.60% | −6,670−11.0% | 減碼 |
| Gillson Capital LP | 54,097 | $784.5 萬 | 0.58% | −29,287−35.1% | 減碼 |
| Rench Wealth Management, Inc. | 53,952 | $782.4 萬 | 3.60% | −90.0% | 減碼 |
| Fulton Bank, N.A. | 53,865 | $781.2 萬 | 0.39% | +1,949+3.8% | 加碼 |
| GDS Wealth Management | 53,257 | $772.3 萬 | 1.21% | +4,249+8.7% | 加碼 |
| Cutler Investment Counsel LLC | 53,188 | $771.3 萬 | 1.22% | −46−0.1% | 減碼 |
| Nations Financial Group Inc, | 53,156 | $770.9 萬 | 0.78% | +1,819+3.5% | 加碼 |
| Texas Capital Bank Wealth Management Services Inc | 52,953 | $767.9 萬 | 0.97% | −13,846−20.7% | 減碼 |
| Northern Oak Wealth Management Inc | 52,907 | $767.3 萬 | 0.95% | −8,991−14.5% | 減碼 |
| Stony Point Wealth Management Inc. | 52,767 | $763.9 萬 | 3.97% | −809−1.5% | 減碼 |
| AMG National Trust Bank | 52,642 | $763.4 萬 | 0.27% | −358−0.7% | 減碼 |
| KG&L Capital Management,LLC | 52,623 | $763.4 萬 | 3.68% | +175+0.3% | 加碼 |
| HGK Asset Management Inc | 52,594 | $762.7 萬 | 2.49% | −4,357−7.7% | 減碼 |
| Geneos Wealth Management Inc. | 52,426 | $760.3 萬 | 0.39% | +1,435+2.8% | 加碼 |
| Bray Capital Advisors | 52,314 | $758.7 萬 | 2.31% | +210+0.4% | 加碼 |
| Pacific Global Investment Management CO | 52,288 | $758.3 萬 | 1.67% | −420−0.8% | 減碼 |
| Brave Asset Management Inc | 52,214 | $757.2 萬 | 2.31% | −319−0.6% | 減碼 |
| Intact Investment Management Inc. | 52,100 | $755.6 萬 | 0.33% | 00.0% | 不變 |
| Meridian Wealth Advisors, LLC | 52,048 | $754.8 萬 | 1.89% | +974+1.9% | 加碼 |
| CMT Capital Markets Trading GmbH | 52,000 | $754.1 萬 | 4.29% | +52,000 | 新進 |
| Exchange Traded Concepts, LLC | 51,890 | $752.5 萬 | 0.21% | +1,452+2.9% | 加碼 |
| Claudia M.P. Batlle, CRP (R) LLC | 51,887 | $752.5 萬 | 2.51% | +51,887 | 新進 |
| Harbor Investment Advisory, LLC | 65,618 | $752.2 萬 | 0.98% | +55+0.1% | 加碼 |
| Gibraltar Capital Management, Inc. | 51,836 | $751.7 萬 | 3.33% | +95+0.2% | 加碼 |
| Dean Investment Associates, LLC | 51,788 | $751.0 萬 | 1.23% | −274−0.5% | 減碼 |
| Castleark Management LLC | 51,730 | $750.2 萬 | 0.38% | 00.0% | 不變 |
| Parallax Volatility Advisers, L.P. | 51,723 | $750.1 萬 | 0.26% | +51,723 | 新進 |
| Redmond Asset Management, LLC | 51,707 | $749.9 萬 | 2.67% | −42−0.1% | 減碼 |
| Marietta Wealth Management, LLC | 51,705 | $749.8 萬 | 1.49% | −1,325−2.5% | 減碼 |