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 |
|---|---|---|---|---|---|
| Cornerstone Wealth Group, LLC | 44,083 | $639.3 萬 | 1.13% | −1,800−3.9% | 減碼 |
| Brown Miller Wealth Management, LLC | 44,074 | $639.2 萬 | 3.57% | +577+1.3% | 加碼 |
| Evexia Wealth LLC | 45,475 | $638.5 萬 | 3.23% | −7,916−14.8% | 減碼 |
| Hilltop Holdings Inc. | 44,026 | $638.5 萬 | 0.79% | +9,947+29.2% | 加碼 |
| Strategic Advisors LLC | 43,914 | $636.8 萬 | 1.26% | +1,720+4.1% | 加碼 |
| Lake Street Financial LLC | 43,130 | $636.6 萬 | 1.14% | +10,311+31.4% | 加碼 |
| RPG Investment Advisory, LLC | 43,682 | $633.5 萬 | 1.16% | −60−0.1% | 減碼 |
| Global Wealth Management Investment Advisory, Inc. | 43,668 | $633.3 萬 | 1.77% | +489+1.1% | 加碼 |
| Granite Investment Partners, LLC | 43,630 | $632.7 萬 | 0.26% | +210.0% | 加碼 |
| AIA Group Ltd | 43,464 | $630.3 萬 | 0.31% | +17,642+68.3% | 加碼 |
| Beacon Financial Group | 43,035 | $629.7 萬 | 0.89% | −299−0.7% | 減碼 |
| Harvey Capital Management Inc | 43,392 | $629.3 萬 | 2.21% | −2,850−6.2% | 減碼 |
| Harbour Investments, Inc. | 43,360 | $628.8 萬 | 0.32% | +960+2.3% | 加碼 |
| Strategic Wealth Partners, Ltd. | 43,319 | $628.2 萬 | 0.83% | +630+1.5% | 加碼 |
| Summit Financial, LLC | 43,301 | $628.0 萬 | 0.46% | +8,512+24.5% | 加碼 |
| Intrust Bank NA | 43,185 | $626.3 萬 | 0.80% | −1,243−2.8% | 減碼 |
| McDonald Partners LLC | 42,867 | $621.7 萬 | 2.02% | −1,347−3.0% | 減碼 |
| Argyle Capital Management Inc. | 42,827 | $621.1 萬 | 2.27% | +1,500+3.6% | 加碼 |
| Canal Capital Management, LLC | 42,799 | $620.7 萬 | 1.27% | +203+0.5% | 加碼 |
| Wealthcare Advisory Partners LLC | 42,791 | $620.6 萬 | 0.28% | −331−0.8% | 減碼 |
| Alpha Omega Wealth Management LLC | 42,703 | $619.3 萬 | 1.07% | −678−1.6% | 減碼 |
| Quadrant Capital Group LLC | 42,667 | $618.8 萬 | 0.62% | +898+2.1% | 加碼 |
| Bank Hapoalim BM | 42,644 | $618.4 萬 | 1.00% | −44,017−50.8% | 減碼 |
| Joel Isaacson & Co., LLC | 42,639 | $618.3 萬 | 0.42% | +275+0.6% | 加碼 |
| Flagship Harbor Advisors, LLC | 42,622 | $618.1 萬 | 0.51% | −1,112−2.5% | 減碼 |
| Concentric Wealth Management, LLC | 42,524 | $616.7 萬 | 2.03% | −58−0.1% | 減碼 |
| McKinley Capital Management LLC /Delaware | 42,520 | $616.6 萬 | 0.87% | −3,600−7.8% | 減碼 |
| Sage Mountain Advisors LLC | 42,399 | $614.9 萬 | 0.85% | +470+1.1% | 加碼 |
| Laffer Tengler Investments | 42,282 | $613.2 萬 | 1.80% | +7,558+21.8% | 加碼 |
| City Holding Co | 42,086 | $610.3 萬 | 1.09% | +617+1.5% | 加碼 |
| Buck Wealth Strategies, LLC | 42,081 | $610.3 萬 | 2.45% | +115+0.3% | 加碼 |
| Waldron Private Wealth LLC | 42,022 | $609.4 萬 | 0.32% | +1,302+3.2% | 加碼 |
| Patton Albertson Miller Group, LLC | 41,911 | $607.8 萬 | 1.19% | +244+0.6% | 加碼 |
| Berkshire Bank | 41,866 | $607.1 萬 | 1.75% | −164−0.4% | 減碼 |
| John G Ullman & Associates Inc | 41,854 | $607.0 萬 | 0.99% | −400−0.9% | 減碼 |
| First Nebraska Trust Co | 41,815 | $606.4 萬 | 0.75% | +58+0.1% | 加碼 |
| K.J. Harrison & Partners Inc | 41,600 | $603.3 萬 | 1.36% | +14,977+56.3% | 加碼 |
| Fund Management at Engine No. 1 LLC | 41,561 | $602.7 萬 | 0.95% | +3,517+9.2% | 加碼 |
| Confluence Wealth Services, Inc. | 41,523 | $602.2 萬 | 1.19% | +1,589+4.0% | 加碼 |
| Unison Asset Management LLC | 41,515 | $602.1 萬 | 3.96% | +528+1.3% | 加碼 |
| Providence Capital Advisors, LLC | 41,514 | $602.0 萬 | 1.58% | +53+0.1% | 加碼 |
| Traynor Capital Management, Inc. | 41,513 | $602.0 萬 | 0.81% | +303+0.7% | 加碼 |
| Mandatum Life Insurance Co Ltd | 41,502 | $601.9 萬 | 2.51% | 00.0% | 不變 |
| Guyasuta Investment Advisors Inc | 41,454 | $601.2 萬 | 0.47% | −49−0.1% | 減碼 |
| Coerente Capital Management | 41,252 | $598.2 萬 | 1.33% | +7,785+23.3% | 加碼 |
| Fusion Capital, LLC | 41,091 | $595.9 萬 | 3.36% | +1,391+3.5% | 加碼 |
| Souders Financial Advisors | 41,088 | $595.9 萬 | 1.14% | −3,182−7.2% | 減碼 |
| Ardent Capital Management, Inc. | 41,045 | $595.2 萬 | 3.36% | −38,500−48.4% | 減碼 |
| DT Investment Partners, LLC | 41,044 | $595.2 萬 | 0.72% | −24−0.1% | 減碼 |
| NBC Securities, Inc. | 41,015 | $594.7 萬 | 0.65% | +41,015 | 新進 |
| RBF Capital, LLC | 41,000 | $594.6 萬 | 0.39% | 00.0% | 不變 |
| Bristlecone Advisors, LLC | 40,990 | $594.4 萬 | 0.67% | +952+2.4% | 加碼 |
| Parcion Private Wealth LLC | 40,912 | $593.3 萬 | 0.62% | +767+1.9% | 加碼 |
| RSM US Wealth Management LLC | 40,886 | $592.9 萬 | 0.21% | +1,664+4.2% | 加碼 |
| Selway Asset Management | 40,867 | $592.7 萬 | 2.73% | −3,545−8.0% | 減碼 |
| SlateStone Wealth, LLC | 40,861 | $592.6 萬 | 0.86% | +27,821+213.4% | 加碼 |
| Kavar Capital Partners Group, LLC | 40,848 | $592.4 萬 | 1.29% | +747+1.9% | 加碼 |
| Howland Capital Management LLC | 40,802 | $591.7 萬 | 0.35% | −880−2.1% | 減碼 |
| DCM Advisors, LLC | 40,788 | $591.5 萬 | 2.67% | −1,636−3.9% | 減碼 |
| Farmers & Merchants Trust Co of Long Beach | 40,751 | $591.0 萬 | 1.74% | −1,607−3.8% | 減碼 |
| Warren Averett Asset Management, LLC | 40,710 | $590.4 萬 | 0.26% | +16,513+68.2% | 加碼 |
| Herr Investment Group LLC | 40,544 | $588.0 萬 | 1.83% | +40,544 | 新進 |
| Bradley & Co. Private Wealth Management, LLC | 40,533 | $587.8 萬 | 6.13% | −786−1.9% | 減碼 |
| Claro Advisors LLC | 40,459 | $586.7 萬 | 1.47% | +2,383+6.3% | 加碼 |
| Citizens National Bank Trust Department | 40,391 | $585.8 萬 | 1.61% | −1,132−2.7% | 減碼 |
| Legacy Financial Advisors, Inc. | 40,370 | $585.5 萬 | 1.17% | +855+2.2% | 加碼 |
| Townsend Asset Management Corp | 40,319 | $584.7 萬 | 2.95% | +1,464+3.8% | 加碼 |
| Chronos Wealth Management, LLC | 40,223 | $583.3 萬 | 4.08% | −80.0% | 減碼 |
| Hilton Capital Management, LLC | 40,142 | $582.1 萬 | 0.78% | −1,925−4.6% | 減碼 |
| Douglass Winthrop Advisors, LLC | 40,109 | $581.7 萬 | 0.14% | −9,283−18.8% | 減碼 |
| Andra AP-fonden | 40,100 | $581.5 萬 | 0.34% | −1,400−3.4% | 減碼 |
| Peloton Wealth Strategists | 40,018 | $580.3 萬 | 2.68% | −1,715−4.1% | 減碼 |
| Varma Mutual Pension Insurance Co | 40,006 | $580.2 萬 | 0.07% | +3,881+10.7% | 加碼 |
| Hudson Bay Capital Management LP | 40,000 | $580.1 萬 | 0.06% | −60,000−60.0% | 減碼 |
| Banque Pictet & Cie SA | 39,731 | $576.2 萬 | 0.07% | −92,812−70.0% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 39,688 | $575.6 萬 | 0.75% | +1,402+3.7% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 39,603 | $574.3 萬 | 0.39% | −555−1.4% | 減碼 |
| Principal Street Partners, LLC | 39,584 | $574.1 萬 | 1.14% | −2,074−5.0% | 減碼 |
| Davis-Rea Ltd. | 39,568 | $573.8 萬 | 3.11% | −897−2.2% | 減碼 |
| Van Strum & Towne Inc. | 39,565 | $573.8 萬 | 2.42% | −485−1.2% | 減碼 |
| Udine Wealth Management, Inc. | 39,524 | $573.2 萬 | 5.54% | +602+1.5% | 加碼 |
| Hohimer Wealth Management, LLC | 39,393 | $571.3 萬 | 1.63% | −697−1.7% | 減碼 |
| Beverly Hills Private Wealth, LLC | 39,392 | $571.3 萬 | 1.70% | −19,852−33.5% | 減碼 |
| tru Independence LLC | 39,317 | $570.2 萬 | 1.97% | +70.0% | 加碼 |
| CX Institutional | 39,255 | $569.3 萬 | 0.31% | +19,729+101.0% | 加碼 |
| Capital Asset Advisory Services LLC | 38,918 | $568.8 萬 | 0.39% | +2,276+6.2% | 加碼 |
| Lorne Steinberg Wealth Management Inc. | 39,219 | $568.8 萬 | 2.19% | −360−0.9% | 減碼 |
| White Pine Investment CO | 39,203 | $568.5 萬 | 2.00% | −166−0.4% | 減碼 |
| Close Asset Management Ltd | 39,182 | $568.4 萬 | 0.29% | +3,302+9.2% | 加碼 |
| Summit Trail Advisors, LLC | 39,114 | $567.2 萬 | 0.21% | −681−1.7% | 減碼 |
| Somerset Trust Co | 38,871 | $563.7 萬 | 2.57% | −256−0.7% | 減碼 |
| Claar Advisors LLC | 38,800 | $562.7 萬 | 2.23% | 00.0% | 不變 |
| Cornercap Investment Counsel Inc | 38,706 | $561.3 萬 | 1.02% | +5,624+17.0% | 加碼 |
| Hyperion Capital Advisors LP | 38,624 | $560.1 萬 | 3.07% | −18,000−31.8% | 減碼 |
| Bogart Wealth, LLC | 38,571 | $559.4 萬 | 0.35% | +99+0.3% | 加碼 |
| Harbor Advisory Corp | 38,504 | $558.4 萬 | 2.02% | −195−0.5% | 減碼 |
| Colonial Trust Co | 38,490 | $558.2 萬 | 1.38% | −242−0.6% | 減碼 |
| Jaffetilchin Investment Partners, LLC | 38,302 | $555.5 萬 | 0.61% | +1,846+5.1% | 加碼 |
| Advanced Asset Management Advisors Inc | 38,300 | $555.4 萬 | 1.33% | +10.0% | 加碼 |
| TRUE Private Wealth Advisors | 38,289 | $555.3 萬 | 0.77% | −96−0.3% | 減碼 |