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 |
|---|---|---|---|---|---|
| NBW Capital LLC | 51,653 | $749.1 萬 | 1.83% | −203−0.4% | 減碼 |
| Ballast Advisors LLC | 51,513 | $747.0 萬 | 2.98% | −3,700−6.7% | 減碼 |
| Ascent Wealth Partners, LLC | 51,479 | $746.5 萬 | 1.38% | −1,073−2.0% | 減碼 |
| Dividend Assets Capital, LLC | 51,474 | $746.5 萬 | 1.55% | +7,125+16.1% | 加碼 |
| Bridge Creek Capital Management LLC | 51,245 | $743.2 萬 | 2.82% | −190−0.4% | 減碼 |
| American National Bank | 51,206 | $742.6 萬 | 1.26% | +1,242+2.5% | 加碼 |
| Smithbridge Asset Management Inc | 51,114 | $741.3 萬 | 1.84% | +278+0.5% | 加碼 |
| Roundview Capital LLC | 50,890 | $738.0 萬 | 0.74% | −463−0.9% | 減碼 |
| Baker Ellis Asset Management LLC | 50,846 | $737.4 萬 | 1.32% | +325+0.6% | 加碼 |
| American Money Management, LLC | 50,835 | $737.2 萬 | 1.88% | +181+0.4% | 加碼 |
| Commonwealth Retirement Investments LLC | 50,822 | $737.0 萬 | 4.25% | +596+1.2% | 加碼 |
| Mirador Capital Partners LP | 50,801 | $736.7 萬 | 1.68% | +979+2.0% | 加碼 |
| Dana Investment Advisors, Inc. | 50,770 | $736.3 萬 | 0.38% | +8,001+18.7% | 加碼 |
| Avitas Wealth Management LLC | 50,724 | $735.6 萬 | 1.40% | −151−0.3% | 減碼 |
| RiverFront Investment Group, LLC | 50,648 | $734.5 萬 | 0.26% | +4,688+10.2% | 加碼 |
| Aviance Capital Partners, LLC | 50,475 | $732.0 萬 | 1.65% | −1,447−2.8% | 減碼 |
| Key Bridge Compliance, LLC | 50,440 | $731.5 萬 | 2.29% | +50,440 | 新進 |
| Boston Family Office LLC | 50,273 | $729.1 萬 | 0.60% | −13,085−20.7% | 減碼 |
| Western Wealth Management, LLC | 50,195 | $727.9 萬 | 0.62% | +3,326+7.1% | 加碼 |
| Baldwin Investment Management, LLC | 50,175 | $727.6 萬 | 1.22% | −816−1.6% | 減碼 |
| Old Second National Bank of Aurora | 50,041 | $725.7 萬 | 2.21% | −3,550−6.6% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 50,034 | $725.6 萬 | 0.70% | +1,278+2.6% | 加碼 |
| Arkadios Wealth Advisors | 49,836 | $722.7 萬 | 0.69% | +5,538+12.5% | 加碼 |
| Bangor Savings Bank | 49,748 | $721.4 萬 | 0.86% | −405−0.8% | 減碼 |
| Goelzer Investment Management, Inc. | 49,677 | $720.4 萬 | 0.51% | −1,011−2.0% | 減碼 |
| EFG Asset Management (Americas) Corp. | 49,650 | $720.2 萬 | 1.73% | −299−0.6% | 減碼 |
| AlphaCore Capital LLC | 49,551 | $718.6 萬 | 1.13% | +704+1.4% | 加碼 |
| Whalerock Point Partners, LLC | 49,544 | $718.5 萬 | 2.49% | −131−0.3% | 減碼 |
| Tudor Investment Corp Et Al | 49,457 | $717.2 萬 | 0.11% | +35,375+251.2% | 加碼 |
| Jamison Private Wealth Management, Inc. | 49,403 | $716.4 萬 | 1.48% | +49,403 | 新進 |
| Burney Co | 49,324 | $715.3 萬 | 0.34% | +502+1.0% | 加碼 |
| Wealthspire Advisors, LLC | 49,294 | $714.9 萬 | 0.12% | +13,049+36.0% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 50,251 | $710.6 萬 | 0.08% | −398−0.8% | 減碼 |
| Consolidated Planning Corp | 48,995 | $710.5 萬 | 1.57% | +9,827+25.1% | 加碼 |
| Asset Dedication, LLC | 49,144 | $710.5 萬 | 0.61% | +84+0.2% | 加碼 |
| Private Trust Co NA | 48,983 | $710.4 萬 | 0.94% | +1,223+2.6% | 加碼 |
| Equitable Trust Co | 48,965 | $710.1 萬 | 0.59% | +2,222+4.8% | 加碼 |
| Sompo Asset Management Co., Ltd. | 48,930 | $709.6 萬 | 1.55% | −23,300−32.3% | 減碼 |
| Elk River Wealth Management, LLC | 48,862 | $708.6 萬 | 1.57% | −331−0.7% | 減碼 |
| Edge Capital Group, LLC | 48,783 | $707.5 萬 | 0.46% | −18,586−27.6% | 減碼 |
| McGinn Investment Management, Inc. | 48,759 | $707.1 萬 | 5.57% | −1,648−3.3% | 減碼 |
| Wellington Shields & Co., LLC | 48,700 | $706.3 萬 | 1.77% | −296−0.6% | 減碼 |
| IFP Advisors, Inc | 48,596 | $704.7 萬 | 0.32% | −15,107−23.7% | 減碼 |
| Kiwi Wealth Investments Limited Partnership | 48,573 | $704.4 萬 | 0.77% | −111,460−69.6% | 減碼 |
| Wintrust Investments LLC | 48,557 | $704.2 萬 | 0.74% | +871+1.8% | 加碼 |
| Garland Capital Management Inc | 48,495 | $703.3 萬 | 4.96% | 00.0% | 不變 |
| B & T Capital Management DBA Alpha Capital Management | 48,427 | $702.3 萬 | 1.64% | −2,133−4.2% | 減碼 |
| Jessup Wealth Management, Inc | 48,390 | $701.8 萬 | 4.04% | +33,376+222.3% | 加碼 |
| Adalta Capital Management LLC | 48,349 | $701.2 萬 | 4.78% | 00.0% | 不變 |
| Harbour Capital Advisors, LLC | 48,338 | $701.0 萬 | 2.10% | +90+0.2% | 加碼 |
| Graypoint LLC | 48,318 | $700.7 萬 | 0.66% | +1,437+3.1% | 加碼 |
| ExodusPoint Capital Management, LP | 48,254 | $699.8 萬 | 0.09% | +5,922+14.0% | 加碼 |
| Van Hulzen Asset Management, LLC | 48,210 | $699.1 萬 | 0.54% | +13,310+38.1% | 加碼 |
| Knights of Columbus Asset Advisors LLC | 47,964 | $695.6 萬 | 0.64% | +10,731+28.8% | 加碼 |
| Davy Global Fund Management Ltd | 47,852 | $693.9 萬 | 1.43% | +1,801+3.9% | 加碼 |
| First Interstate Bank | 47,702 | $691.8 萬 | 0.60% | −1,943−3.9% | 減碼 |
| Quattro Financial Advisors LLC | 47,700 | $691.7 萬 | 3.01% | −2,000−4.0% | 減碼 |
| Schulhoff & Co Inc | 47,535 | $689.4 萬 | 3.48% | −2,959−5.9% | 減碼 |
| Nelson Capital Management, LLC | 47,303 | $686.0 萬 | 1.68% | +10,034+26.9% | 加碼 |
| Meeder Advisory Services, Inc. | 47,265 | $685.4 萬 | 0.86% | −4,876−9.4% | 減碼 |
| SevenBridge Financial Group, LLC | 47,127 | $683.4 萬 | 1.77% | +1,074+2.3% | 加碼 |
| Q Capital Solutions | 47,064 | $682.5 萬 | 7.41% | +16,179+52.4% | 加碼 |
| Baader Bank INC | 47,019 | $681.5 萬 | 0.62% | +386+0.8% | 加碼 |
| Walter & Keenan Financial Consulting Co | 46,960 | $681.0 萬 | 2.65% | −9,623−17.0% | 減碼 |
| Financial Partners Group, LLC | 46,907 | $680.3 萬 | 3.26% | 00.0% | 不變 |
| Premier Fund Managers Ltd | 46,077 | $680.0 萬 | 0.32% | −1,115−2.4% | 減碼 |
| Avantax Planning Partners, Inc. | 46,859 | $679.6 萬 | 0.28% | +561+1.2% | 加碼 |
| WCG Wealth Advisors LLC | 45,666 | $677.1 萬 | 0.50% | +22,523+97.3% | 加碼 |
| Jacobi Capital Management LLC | 46,659 | $676.6 萬 | 0.76% | +111+0.2% | 加碼 |
| Wittenberg Investment Management, Inc. | 46,440 | $673.5 萬 | 2.47% | −175−0.4% | 減碼 |
| WESPAC Advisors SoCal, LLC | 46,289 | $671.3 萬 | 2.27% | +247+0.5% | 加碼 |
| Kinneret Advisory, LLC | 46,067 | $668.1 萬 | 0.83% | −27−0.1% | 減碼 |
| Stokes Capital Advisors, LLC | 46,039 | $667.7 萬 | 2.33% | +544+1.2% | 加碼 |
| Arrow Financial Corp | 45,928 | $666.0 萬 | 0.78% | −7,671−14.3% | 減碼 |
| Northwest Bancshares, Inc. | 45,773 | $663.8 萬 | 1.27% | −1,676−3.5% | 減碼 |
| Arjuna Capital | 45,715 | $663.0 萬 | 2.37% | +628+1.4% | 加碼 |
| Bernzott Capital Advisors | 45,697 | $662.7 萬 | 2.28% | −7,357−13.9% | 減碼 |
| Schechter Investment Advisors, LLC | 45,511 | $660.0 萬 | 0.64% | +654+1.5% | 加碼 |
| Ipswich Investment Management Co., Inc. | 45,435 | $658.9 萬 | 1.80% | +404+0.9% | 加碼 |
| Hixon Zuercher, LLC | 45,327 | $657.3 萬 | 3.44% | +2,312+5.4% | 加碼 |
| Semmax Financial Advisors Inc. | 44,984 | $655.8 萬 | 2.63% | +44,984 | 新進 |
| Peterson Wealth Services | 45,111 | $654.5 萬 | 4.90% | +1,275+2.9% | 加碼 |
| McRae Capital Management Inc | 45,082 | $653.8 萬 | 1.94% | −128−0.3% | 減碼 |
| Ameritas Advisory Services, LLC | 44,910 | $653.7 萬 | 0.33% | +21,457+91.5% | 加碼 |
| Abbrea Capital, LLC | 45,013 | $652.8 萬 | 1.04% | +313+0.7% | 加碼 |
| DFPG Investments, LLC | 45,191 | $652.1 萬 | 0.61% | +4,125+10.0% | 加碼 |
| Institutional & Family Asset Management, LLC | 44,927 | $651.5 萬 | 1.07% | −292−0.6% | 減碼 |
| Oxford Financial Group Ltd | 44,906 | $651.2 萬 | 0.57% | −2,354−5.0% | 減碼 |
| American Trust | 44,873 | $650.7 萬 | 0.50% | −4,216−8.6% | 減碼 |
| Duncker Streett & Co Inc | 44,830 | $650.1 萬 | 1.51% | −386−0.9% | 減碼 |
| Shepherd Financial Partners LLC | 44,827 | $650.1 萬 | 1.02% | +2,883+6.9% | 加碼 |
| Gladius Capital Management LP | 44,796 | $649.6 萬 | 1.87% | +44,796 | 新進 |
| DoubleLine ETF Adviser LP | 44,760 | $649.1 萬 | 2.33% | +2,319+5.5% | 加碼 |
| Asset Planning Services Inc | 44,752 | $649.0 萬 | 4.26% | +110+0.2% | 加碼 |
| QV Investors Inc. | 44,650 | $647.5 萬 | 0.67% | −1,010−2.2% | 減碼 |
| Ascent Group, LLC | 44,869 | $647.4 萬 | 0.71% | −5,423−10.8% | 減碼 |
| Parthenon LLC | 44,519 | $645.6 萬 | 0.97% | 00.0% | 不變 |
| Frisch Financial Group, Inc. | 44,479 | $645.0 萬 | 2.62% | −221−0.5% | 減碼 |
| Magnus Financial Group LLC | 44,474 | $645.0 萬 | 0.94% | +409+0.9% | 加碼 |
| Boyd Watterson Asset Management LLC | 44,175 | $640.6 萬 | 2.80% | −78−0.2% | 減碼 |