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 |
|---|---|---|---|---|---|
| Profund Advisors LLC | 38,217 | $554.2 萬 | 0.31% | −1,170−3.0% | 減碼 |
| Ami Investment Management Inc | 38,199 | $554.0 萬 | 2.49% | −138−0.4% | 減碼 |
| Philadelphia Trust Co | 38,152 | $553.3 萬 | 0.57% | +90+0.2% | 加碼 |
| Parkwood LLC | 38,130 | $553.0 萬 | 1.01% | −2,729−6.7% | 減碼 |
| Roberts Wealth Advisors, LLC | 37,377 | $552.6 萬 | 2.43% | −123−0.3% | 減碼 |
| Checchi Capital Advisers, LLC | 38,088 | $552.4 萬 | 0.51% | −1,359−3.4% | 減碼 |
| Sitrin Capital Management LLC | 37,952 | $550.4 萬 | 3.44% | −4,392−10.4% | 減碼 |
| Bowen Hanes & Co Inc | 37,835 | $548.7 萬 | 0.18% | +891+2.4% | 加碼 |
| Werlinich Asset Management, LLC | 37,832 | $548.6 萬 | 4.53% | −378−1.0% | 減碼 |
| Empire Financial Management Company, LLC | 37,660 | $546.2 萬 | 2.38% | −3,959−9.5% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 37,657 | $546.1 萬 | 0.03% | +3,471+10.2% | 加碼 |
| Weil Company, Inc. | 37,619 | $545.6 萬 | 2.71% | +2,346+6.7% | 加碼 |
| MSD Partners, L.P. | 37,500 | $543.8 萬 | 0.44% | 00.0% | 不變 |
| Boston Research & Management Inc | 37,445 | $543.0 萬 | 1.60% | +143+0.4% | 加碼 |
| Asahi Life Asset Management Co., Ltd. | 37,442 | $543.0 萬 | 1.87% | −1,364−3.5% | 減碼 |
| Exchange Capital Management, Inc. | 37,435 | $542.9 萬 | 1.02% | −867−2.3% | 減碼 |
| Stone Point Wealth LLC | 37,349 | $541.6 萬 | 2.32% | −594−1.6% | 減碼 |
| Chemistry Wealth Management LLC | 37,324 | $541.3 萬 | 1.79% | −41−0.1% | 減碼 |
| PDS Planning, Inc | 37,322 | $541.2 萬 | 0.70% | +185+0.5% | 加碼 |
| New Hampshire Trust | 37,284 | $540.7 萬 | 1.47% | −333−0.9% | 減碼 |
| Centiva Capital, LP | 37,214 | $539.7 萬 | 0.27% | +20,876+127.8% | 加碼 |
| Ameritas Investment Partners, Inc. | 37,178 | $539.2 萬 | 0.22% | −1,562−4.0% | 減碼 |
| YHB Investment Advisors, Inc. | 37,126 | $538.4 萬 | 0.50% | +10,337+38.6% | 加碼 |
| Unigestion Holding SA | 37,052 | $537.3 萬 | 0.33% | −654−1.7% | 減碼 |
| Founders Capital Management | 36,993 | $536.5 萬 | 4.10% | +385+1.1% | 加碼 |
| Essex LLC | 36,957 | $536.0 萬 | 1.51% | +1,773+5.0% | 加碼 |
| Excalibur Management Corp | 36,892 | $535.0 萬 | 2.78% | −813−2.2% | 減碼 |
| Allen Capital Group, LLC | 37,192 | $534.7 萬 | 0.99% | −414−1.1% | 減碼 |
| Mechanics Bank Trust Department | 36,870 | $534.7 萬 | 0.89% | −185−0.5% | 減碼 |
| Systematic Alpha Investments, LLC | 36,804 | $533.7 萬 | 0.27% | 00.0% | 不變 |
| First Personal Financial Services | 36,751 | $533.0 萬 | 1.39% | −603−1.6% | 減碼 |
| Baugh & Associates, LLC | 36,742 | $532.8 萬 | 3.33% | −64−0.2% | 減碼 |
| Schmidt P J Investment Management Inc | 36,582 | $531.5 萬 | 1.14% | −493−1.3% | 減碼 |
| Giverny Capital Inc.大師吉維尼資本 | 36,606 | $530.9 萬 | 0.29% | +2,511+7.4% | 加碼 |
| Blue Fin Capital, Inc. | 36,591 | $530.6 萬 | 1.55% | −243−0.7% | 減碼 |
| Bridgewater Advisors Inc. | 36,534 | $529.8 萬 | 0.85% | +421+1.2% | 加碼 |
| Hollencrest Capital Management | 36,515 | $529.5 萬 | 0.60% | +2,421+7.1% | 加碼 |
| Westover Capital Advisors, LLC | 36,504 | $529.4 萬 | 1.92% | +4,664+14.6% | 加碼 |
| Pathway Financial Advisers, LLC | 36,456 | $528.7 萬 | 2.18% | +36,456 | 新進 |
| Brick & Kyle, Associates | 36,418 | $528.1 萬 | 2.80% | +1,723+5.0% | 加碼 |
| Horan Capital Advisors, LLC. | 36,324 | $526.8 萬 | 2.12% | −1,196−3.2% | 減碼 |
| Legacy Trust | 36,303 | $526.5 萬 | 1.53% | +714+2.0% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 36,211 | $525.1 萬 | 0.35% | +1,999+5.8% | 加碼 |
| Cordatus Wealth Management LLC | 36,164 | $524.4 萬 | 4.79% | −807−2.2% | 減碼 |
| Capital Insight Partners, LLC | 35,837 | $519.7 萬 | 1.18% | +1,565+4.6% | 加碼 |
| PFG Advisors | 35,778 | $518.9 萬 | 0.47% | −17,922−33.4% | 減碼 |
| Citizens Business Bank | 35,716 | $518.0 萬 | 1.22% | −16,643−31.8% | 減碼 |
| Optimas Capital Ltd | 35,700 | $517.7 萬 | 3.55% | −100−0.3% | 減碼 |
| Eudaimonia Partners, LLC | 35,673 | $517.3 萬 | 1.25% | +31+0.1% | 加碼 |
| Schonfeld Strategic Advisors LLC | 35,599 | $516.3 萬 | 0.05% | −34,109−48.9% | 減碼 |
| SPC Financial, Inc. | 35,583 | $516.0 萬 | 0.58% | −251−0.7% | 減碼 |
| One River Asset Management, LLC | 35,038 | $514.7 萬 | 2.40% | +29,719+558.7% | 加碼 |
| Chicago Trust Co NA | 35,470 | $514.4 萬 | 1.29% | +122+0.3% | 加碼 |
| McBroom & Associates, LLC | 35,460 | $514.2 萬 | 4.10% | +2,293+6.9% | 加碼 |
| Monticello Wealth Management, LLC | 35,454 | $514.2 萬 | 0.51% | −6,498−15.5% | 減碼 |
| Security National Bank | 34,806 | $513.7 萬 | 1.44% | −848−2.4% | 減碼 |
| LVW Advisors, LLC | 35,422 | $513.7 萬 | 1.10% | −4,586−11.5% | 減碼 |
| NTV Asset Management LLC | 35,316 | $512.2 萬 | 0.93% | +1,339+3.9% | 加碼 |
| Gifford Fong Associates | 35,296 | $511.9 萬 | 1.22% | 00.0% | 不變 |
| Herold Advisors, Inc. | 35,296 | $511.8 萬 | 1.56% | +2,348+7.1% | 加碼 |
| Augustine Asset Management Inc | 35,288 | $511.7 萬 | 2.36% | +1,097+3.2% | 加碼 |
| Pitcairn Co | 35,245 | $511.1 萬 | 0.43% | +7,145+25.4% | 加碼 |
| TFG Advisers LLC | 35,239 | $511.0 萬 | 2.40% | +483+1.4% | 加碼 |
| Brighton Jones LLC | 35,219 | $510.7 萬 | 0.26% | +1,724+5.1% | 加碼 |
| Marcum Wealth, LLC | 35,192 | $510.4 萬 | 0.61% | −169−0.5% | 減碼 |
| Walleye Trading LLC | 35,186 | $510.3 萬 | 0.12% | +35,186 | 新進 |
| Cottage Street Advisors LLC | 35,110 | $509.2 萬 | 3.73% | +289+0.8% | 加碼 |
| J.W. Cole Advisors, Inc. | 34,981 | $507.3 萬 | 0.37% | +671+2.0% | 加碼 |
| Sentinel Trust Co Lba | 34,974 | $507.2 萬 | 0.72% | +614+1.8% | 加碼 |
| Hallmark Capital Management Inc | 34,883 | $505.9 萬 | 0.42% | −1,399−3.9% | 減碼 |
| Johnson Financial Group, Inc. | 34,870 | $505.7 萬 | 0.35% | −849−2.4% | 減碼 |
| Insigneo Advisory Services, LLC | 34,805 | $504.7 萬 | 1.03% | +2,640+8.2% | 加碼 |
| Green Square Capital Advisors LLC | 34,781 | $504.4 萬 | 0.67% | +171+0.5% | 加碼 |
| Forte Capital LLC | 34,748 | $503.9 萬 | 0.78% | +3,117+9.9% | 加碼 |
| Buckingham Capital Management, Inc. | 34,572 | $501.4 萬 | 0.76% | −9,705−21.9% | 減碼 |
| Advocate Group LLC | 34,350 | $498.1 萬 | 1.15% | +11,244+48.7% | 加碼 |
| Lindbrook Capital, LLC | 34,313 | $497.6 萬 | 0.56% | −1,511−4.2% | 減碼 |
| Sandhill Capital Partners LLC | 34,304 | $497.5 萬 | 0.47% | +66+0.2% | 加碼 |
| Focus Financial Network, Inc. | 34,274 | $497.0 萬 | 0.28% | +418+1.2% | 加碼 |
| Strategic Blueprint, LLC | 34,228 | $496.4 萬 | 0.46% | +1,008+3.0% | 加碼 |
| Paradigm Asset Management Co LLC | 34,191 | $495.8 萬 | 1.40% | −1,900−5.3% | 減碼 |
| Trust Asset Management LLC | 34,191 | $495.8 萬 | 0.53% | 00.0% | 不變 |
| Silphium Asset Management Ltd | 34,000 | $493.1 萬 | 1.60% | +34,000 | 新進 |
| Kingswood Wealth Advisors, LLC | 12,005 | $492.9 萬 | 0.85% | −4,251−26.2% | 減碼 |
| Family Legacy, Inc. | 33,951 | $492.4 萬 | 2.06% | +110.0% | 加碼 |
| MidWestOne Financial Group, Inc. | 33,845 | $490.8 萬 | 1.11% | −1,397−4.0% | 減碼 |
| Kovack Advisors, Inc. | 33,831 | $490.6 萬 | 0.69% | −21−0.1% | 減碼 |
| Van Eck Associates Corp | 33,784 | $489.9 萬 | 0.01% | −5,764−14.6% | 減碼 |
| Patten Group, Inc. | 33,759 | $489.6 萬 | 1.46% | −42−0.1% | 減碼 |
| AFS Financial Group, LLC | 33,641 | $487.9 萬 | 3.33% | −733−2.1% | 減碼 |
| Bill Few Associates, Inc. | 33,598 | $487.2 萬 | 2.55% | +810+2.5% | 加碼 |
| MSH Capital Advisors LLC | 33,513 | $486.0 萬 | 1.91% | +527+1.6% | 加碼 |
| Cary Street Partners Asset Management LLC | 33,486 | $485.6 萬 | 0.91% | −386−1.1% | 減碼 |
| WealthShield Partners, LLC | 33,415 | $484.6 萬 | 0.73% | +2,837+9.3% | 加碼 |
| Community Bank & Trust, Waco, Texas | 46,353 | $484.4 萬 | 1.72% | −295−0.6% | 減碼 |
| Globeflex Capital L P | 33,400 | $484.4 萬 | 0.57% | 00.0% | 不變 |
| Palmer Knight Co | 33,377 | $484.0 萬 | 3.25% | +56+0.2% | 加碼 |
| Leonteq Securities AG | 33,321 | $483.2 萬 | 0.51% | −18,488−35.7% | 減碼 |
| Tradewinds, LLC. | 33,289 | $482.8 萬 | 2.83% | +1,303+4.1% | 加碼 |
| GQG Partners LLC | 33,276 | $482.6 萬 | 0.01% | +9,136+37.8% | 加碼 |