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 |
|---|---|---|---|---|---|
| Mitchell McLeod Pugh & Williams Inc | 33,258 | $482.3 萬 | 1.42% | +541+1.7% | 加碼 |
| NEOS Investment Management LLC | 33,258 | $482.3 萬 | 0.62% | +33,258 | 新進 |
| Independent Financial Group, LLC | 33,197 | $481.4 萬 | 0.31% | +5,470+19.7% | 加碼 |
| Ronald Blue Trust, Inc. | 33,024 | $480.3 萬 | 0.07% | +4,827+17.1% | 加碼 |
| Creegan & Nassoura Financial Group, LLC | 33,119 | $480.3 萬 | 3.74% | −1,175−3.4% | 減碼 |
| Mach-1 Financial Group, Inc. | 33,018 | $478.8 萬 | 2.01% | −1,416−4.1% | 減碼 |
| Kentucky Farm Bureau Mutual Insurance Co | 33,000 | $478.6 萬 | 1.37% | 00.0% | 不變 |
| SageView Advisory Group, LLC | 32,910 | $477.3 萬 | 0.27% | −352−1.1% | 減碼 |
| Charles Carroll Financial Partners, LLC | 32,905 | $477.2 萬 | 5.93% | 00.0% | 不變 |
| Ahl Investment Management, Inc. | 32,850 | $476.4 萬 | 4.24% | −160.0% | 減碼 |
| Qtron Investments LLC | 32,834 | $476.2 萬 | 0.91% | 00.0% | 不變 |
| Arden Trust Co | 32,785 | $475.4 萬 | 0.79% | −1,571−4.6% | 減碼 |
| Centre Asset Management, LLC | 32,706 | $474.3 萬 | 1.16% | −1,141−3.4% | 減碼 |
| apricus wealth, LLC | 32,023 | $473.9 萬 | 4.14% | −1,210−3.6% | 減碼 |
| Golden State Equity Partners | 32,598 | $472.7 萬 | 1.32% | +1,814+5.9% | 加碼 |
| IFG Advisory, LLC | 32,597 | $472.7 萬 | 0.40% | −507−1.5% | 減碼 |
| Greenline Partners, LLC | 32,576 | $472.4 萬 | 0.89% | −79−0.2% | 減碼 |
| NorthRock Partners, LLC | 32,539 | $471.9 萬 | 0.49% | +5,353+19.7% | 加碼 |
| Washington Trust Advisors, Inc. | 32,407 | $470.0 萬 | 0.48% | +284+0.9% | 加碼 |
| E&G Advisors, LP | 32,397 | $469.8 萬 | 1.72% | −130−0.4% | 減碼 |
| Fifth Third Wealth Advisors LLC | 32,397 | $469.8 萬 | 1.90% | +7,406+29.6% | 加碼 |
| Saber Capital Managment, LLC | 32,389 | $469.7 萬 | 8.27% | +240+0.7% | 加碼 |
| CAPROCK Group, Inc. | 32,305 | $468.5 萬 | 0.35% | +61+0.2% | 加碼 |
| Paradigm Financial Partners, LLC | 32,829 | $468.5 萬 | 1.29% | +203+0.6% | 加碼 |
| Bank of New Hampshire | 32,299 | $468.4 萬 | 1.40% | −352−1.1% | 減碼 |
| Brooks, Moore & Associates, Inc. | 32,287 | $468.2 萬 | 3.54% | −464−1.4% | 減碼 |
| Chapin Davis, Inc. | 32,245 | $467.6 萬 | 2.23% | +850+2.7% | 加碼 |
| Field & Main Bank | 32,219 | $467.2 萬 | 2.19% | +13,348+70.7% | 加碼 |
| Nikulski Financial, Inc. | 32,189 | $466.8 萬 | 1.93% | +844+2.7% | 加碼 |
| Duff & Phelps Investment Management Co | 32,122 | $465.8 萬 | 0.06% | +70.0% | 加碼 |
| Bedel Financial Consulting, Inc. | 32,088 | $465.3 萬 | 0.94% | +798+2.6% | 加碼 |
| Bedel Financial Consulting Inc | 32,088 | $465.3 萬 | 0.94% | +32,088 | 新進 |
| SeaCrest Wealth Management, LLC | 32,005 | $464.1 萬 | 0.60% | −6,329−16.5% | 減碼 |
| Argent Advisors, Inc. | 31,982 | $464.0 萬 | 2.12% | −3,319−9.4% | 減碼 |
| R.m.sincerbeaux Capital Management LLC | 31,970 | $463.6 萬 | 3.54% | −3,920−10.9% | 減碼 |
| Mission Wealth Management, LP | 31,956 | $463.4 萬 | 0.18% | +1,838+6.1% | 加碼 |
| Centaurus Financial, Inc. | 31,930 | $463.0 萬 | 0.40% | +5,395+20.3% | 加碼 |
| Lincoln Capital LLC | 31,916 | $462.8 萬 | 1.21% | −264−0.8% | 減碼 |
| Nicholas Investment Partners, LP | 31,897 | $462.6 萬 | 0.35% | 00.0% | 不變 |
| L2 Asset Management, LLC | 1,182 | $462.2 萬 | 2.22% | −29,034−96.1% | 減碼 |
| WealthPLAN Partners, LLC | 31,861 | $462.0 萬 | 0.54% | +9,160+40.4% | 加碼 |
| Romano Brothers and Company | 31,805 | $461.2 萬 | 0.72% | +252+0.8% | 加碼 |
| Comerica Securities,inc. | 31,797 | $461.1 萬 | 0.38% | −3,757−10.6% | 減碼 |
| Alpha DNA Investment Management LLC | 31,664 | $459.2 萬 | 2.95% | −751−2.3% | 減碼 |
| Nilsine Partners, LLC | 31,660 | $459.1 萬 | 0.69% | +491+1.6% | 加碼 |
| Clarius Group, LLC | 31,647 | $458.9 萬 | 0.44% | −8,061−20.3% | 減碼 |
| Abbot Financial Management, Inc. | 31,619 | $458.5 萬 | 3.08% | −334−1.0% | 減碼 |
| Fairfield, Bush & Co. | 31,597 | $458.2 萬 | 2.99% | −17,800−36.0% | 減碼 |
| Belpointe Asset Management LLC | 31,582 | $458.0 萬 | 0.47% | −1,115−3.4% | 減碼 |
| Pegasus Asset Management, Inc. | 31,423 | $455.7 萬 | 2.12% | +364+1.2% | 加碼 |
| Tiedemann Advisors, LLC | 31,423 | $455.7 萬 | 0.20% | +7,983+34.1% | 加碼 |
| Summit Global Investments | 31,365 | $454.9 萬 | 0.30% | −26,454−45.8% | 減碼 |
| Silvant Capital Management LLC | 31,340 | $454.5 萬 | 0.27% | 00.0% | 不變 |
| Little House Capital LLC | 31,304 | $454.0 萬 | 1.86% | +4,469+16.7% | 加碼 |
| EPG Wealth Management LLC | 31,292 | $453.8 萬 | 1.37% | +157+0.5% | 加碼 |
| Desjardins Global Asset Management Inc. | 31,271 | $453.5 萬 | 0.49% | −9,295−22.9% | 減碼 |
| Ironvine Capital Partners, LLC | 31,163 | $451.9 萬 | 0.58% | 00.0% | 不變 |
| BFSG, LLC | 31,034 | $450.1 萬 | 0.73% | +3,842+14.1% | 加碼 |
| Synergy Financial Management, LLC | 31,003 | $449.6 萬 | 0.89% | +9,694+45.5% | 加碼 |
| Cigna Investments Inc | 30,989 | $449.4 萬 | 1.03% | −4,483−12.6% | 減碼 |
| Hamilton Point Investment Advisors, LLC | 30,953 | $448.9 萬 | 1.11% | −1,475−4.5% | 減碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 30,930 | $448.5 萬 | 2.36% | +1,580+5.4% | 加碼 |
| Beacon Harbor Wealth Advisors, Inc. | 30,894 | $448.0 萬 | 1.49% | +572+1.9% | 加碼 |
| Hengehold Capital Management LLC | 30,856 | $447.5 萬 | 0.58% | +369+1.2% | 加碼 |
| MTM Investment Management, LLC | 30,848 | $447.4 萬 | 2.26% | −200−0.6% | 減碼 |
| First National Advisers, LLC | 30,812 | $446.8 萬 | 2.00% | +14,442+88.2% | 加碼 |
| Investors Asset Management of Georgia Inc | 31,196 | $446.2 萬 | 2.47% | +20.0% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 30,668 | $444.7 萬 | 0.28% | −4,371−12.5% | 減碼 |
| SYSTM Wealth Solutions LLC | 30,637 | $444.3 萬 | 0.68% | −3,693−10.8% | 減碼 |
| Churchill Management Corp | 30,622 | $444.1 萬 | 0.08% | +778+2.6% | 加碼 |
| Butensky & Cohen Financial Security, Inc | 30,541 | $442.9 萬 | 1.61% | +611+2.0% | 加碼 |
| Univest Financial Corp | 30,455 | $441.7 萬 | 1.47% | −3,282−9.7% | 減碼 |
| Fairhaven Wealth Management, LLC | 30,393 | $440.8 萬 | 1.76% | +90+0.3% | 加碼 |
| Americana Partners, LLC | 30,608 | $440.1 萬 | 0.48% | −2,075−6.3% | 減碼 |
| Monarch Capital Management Inc | 30,310 | $439.6 萬 | 1.41% | −20−0.1% | 減碼 |
| Clarity Wealth Advisors, LLC | 30,258 | $438.8 萬 | 1.99% | +2,371+8.5% | 加碼 |
| 9258 Wealth Management, LLC | 30,185 | $437.7 萬 | 0.85% | +527+1.8% | 加碼 |
| BlueCrest Capital Management Ltd | 30,173 | $437.6 萬 | 0.68% | +17,345+135.2% | 加碼 |
| RDA Financial Network | 30,105 | $436.6 萬 | 1.89% | +266+0.9% | 加碼 |
| Csenge Advisory Group | 30,098 | $436.5 萬 | 0.30% | +414+1.4% | 加碼 |
| Covenant Asset Management, LLC | 30,054 | $435.8 萬 | 1.34% | +133+0.4% | 加碼 |
| Two Sigma Securities, LLC | 30,029 | $435.5 萬 | 0.20% | +27,993+1,374.9% | 加碼 |
| Anchor Investment Management, LLC | 30,004 | $435.1 萬 | 0.57% | +491+1.7% | 加碼 |
| Connable Office Inc | 30,003 | $435.1 萬 | 0.60% | −1,252−4.0% | 減碼 |
| Allen Holding Inc | 30,000 | $435.1 萬 | 0.61% | 00.0% | 不變 |
| Bleichroeder LP | 30,000 | $435.1 萬 | 1.07% | 00.0% | 不變 |
| Hodges Capital Management Inc. | 29,918 | $433.9 萬 | 0.52% | −7,163−19.3% | 減碼 |
| Headinvest, LLC | 30,139 | $433.3 萬 | 0.94% | −60.0% | 減碼 |
| Wealth Effects LLC | 29,872 | $433.2 萬 | 2.14% | −297−1.0% | 減碼 |
| Verition Fund Management LLC | 29,849 | $432.9 萬 | 0.06% | −30,049−50.2% | 減碼 |
| Concentric Capital Strategies, LP | 29,827 | $432.6 萬 | 0.48% | −11,313−27.5% | 減碼 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 29,078 | $432.4 萬 | 0.32% | 00.0% | 不變 |
| Valley National Advisers Inc | 29,728 | $431.1 萬 | 0.75% | −1,374−4.4% | 減碼 |
| Supplemental Annuity Collective Trust of NJ | 29,700 | $430.7 萬 | 1.62% | 00.0% | 不變 |
| Gunn & Co Investment Management, Inc. | 29,663 | $430.2 萬 | 3.78% | +29,663 | 新進 |
| Atomi Financial Group, Inc. | 29,645 | $429.9 萬 | 1.44% | +599+2.1% | 加碼 |
| Wasatch Advisors Inc | 29,630 | $429.7 萬 | 0.03% | −2,529−7.9% | 減碼 |
| Gates Foundation Trust大師蓋茲基金會信託 | 29,600 | $429.3 萬 | 0.01% | +29,600 | 新進 |
| Resonant Capital Advisors, LLC | 29,558 | $428.7 萬 | 0.46% | −492−1.6% | 減碼 |
| Amarillo National Bank | 29,514 | $428.0 萬 | 0.90% | 00.0% | 不變 |