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 |
|---|---|---|---|---|---|
| Independence Bank of Kentucky | 29,511 | $428.0 萬 | 1.81% | −450−1.5% | 減碼 |
| RFG Advisory, LLC | 29,464 | $427.3 萬 | 0.19% | −433−1.4% | 減碼 |
| Atlas Wealth LLC | 29,423 | $426.7 萬 | 0.80% | −309−1.0% | 減碼 |
| MV Capital Management, Inc. | 29,410 | $426.5 萬 | 0.57% | +410+1.4% | 加碼 |
| Redwood Investments, LLC | 29,408 | $426.5 萬 | 0.58% | −6,634−18.4% | 減碼 |
| First Business Financial Services, Inc. | 29,373 | $426.0 萬 | 0.54% | +906+3.2% | 加碼 |
| Strategic Financial Services, Inc, | 29,366 | $425.9 萬 | 0.33% | −728−2.4% | 減碼 |
| Source Financial Advisors LLC | 29,343 | $425.5 萬 | 1.44% | −1,193−3.9% | 減碼 |
| Lake Street Advisors Group, LLC | 29,329 | $425.3 萬 | 0.25% | +445+1.5% | 加碼 |
| Lauterbach Financial Advisors, LLC | 29,325 | $425.3 萬 | 3.34% | 00.0% | 不變 |
| Hudock, Inc. | 29,314 | $425.1 萬 | 1.01% | −344−1.2% | 減碼 |
| McKinley Carter Wealth Services, Inc. | 29,267 | $424.4 萬 | 0.34% | −26−0.1% | 減碼 |
| Triangle Securities Wealth Management | 29,258 | $424.3 萬 | 1.51% | −76−0.3% | 減碼 |
| West Branch Capital LLC | 29,247 | $424.1 萬 | 2.23% | −40−0.1% | 減碼 |
| Brookmont Capital Management | 29,217 | $423.7 萬 | 2.64% | −294−1.0% | 減碼 |
| Peddock Capital Advisors, LLC | 29,216 | $423.7 萬 | 1.41% | +349+1.2% | 加碼 |
| DF Dent & Co Inc | 29,162 | $422.9 萬 | 0.06% | −35−0.1% | 減碼 |
| Transamerica Financial Advisors, Inc. | 29,143 | $422.7 萬 | 0.57% | +520+1.8% | 加碼 |
| Sunbelt Securities, Inc. | 29,143 | $422.6 萬 | 0.58% | +1,345+4.8% | 加碼 |
| EULAV Asset Management | 29,012 | $420.7 萬 | 0.15% | −6,988−19.4% | 減碼 |
| Shelter Mutual Insurance Co | 29,000 | $420.6 萬 | 1.17% | 00.0% | 不變 |
| TCG Advisory Services, LLC | 28,931 | $419.6 萬 | 0.65% | +3,657+14.5% | 加碼 |
| Crystal Rock Capital Management | 28,843 | $418.3 萬 | 3.19% | 00.0% | 不變 |
| Zevenbergen Capital Investments LLC | 28,798 | $417.6 萬 | 0.11% | −155−0.5% | 減碼 |
| Smithfield Trust Co | 28,815 | $417.5 萬 | 0.26% | +1,876+7.0% | 加碼 |
| Exencial Wealth Advisors, LLC | 28,789 | $417.5 萬 | 0.20% | −2,575−8.2% | 減碼 |
| Richard Bernstein Advisors LLC | 28,786 | $417.5 萬 | 0.09% | 00.0% | 不變 |
| Calamos Wealth Management LLC | 28,760 | $417.1 萬 | 0.32% | +1,914+7.1% | 加碼 |
| Mill Creek Capital Advisors, LLC | 28,684 | $416.0 萬 | 0.14% | −2,457−7.9% | 減碼 |
| Aspiriant, LLC | 28,619 | $415.1 萬 | 0.21% | +2,173+8.2% | 加碼 |
| Virginia Wealth Management Group, Inc. | 28,529 | $413.7 萬 | 2.80% | −103−0.4% | 減碼 |
| First National Bank of Mount Dora, Trust Investment Services | 28,509 | $413.4 萬 | 1.22% | +67+0.2% | 加碼 |
| M Holdings Securities, Inc. | 28,504 | $413.4 萬 | 0.55% | +24,309+579.5% | 加碼 |
| Manhattan West Asset Management, LLC | 29,275 | $412.8 萬 | 1.27% | +3,545+13.8% | 加碼 |
| Buckhead Capital Management LLC | 28,369 | $411.4 萬 | 1.71% | −1,270−4.3% | 減碼 |
| Athena Investment Management | 28,302 | $410.4 萬 | 2.94% | −10.0% | 減碼 |
| Hall Capital Management Co Inc | 28,256 | $409.8 萬 | 2.63% | −302−1.1% | 減碼 |
| Valmark Advisers, Inc. | 28,051 | $406.8 萬 | 0.08% | +1,259+4.7% | 加碼 |
| Scissortail Wealth Management, LLC | 28,428 | $406.4 萬 | 3.20% | +429+1.5% | 加碼 |
| SkyOak Wealth, LLC | 28,019 | $406.3 萬 | 1.19% | +71+0.3% | 加碼 |
| Marino, Stram & Associates LLC | 28,016 | $406.3 萬 | 1.19% | +47+0.2% | 加碼 |
| Monetta Financial Services Inc | 28,000 | $406.1 萬 | 4.42% | 00.0% | 不變 |
| Financial Advisory Service, Inc. | 27,985 | $405.8 萬 | 0.43% | +1,472+5.6% | 加碼 |
| Enterprise Bank & Trust Co | 27,871 | $404.2 萬 | 1.67% | −196−0.7% | 減碼 |
| Moloney Securities Asset Management, LLC | 27,863 | $404.1 萬 | 0.73% | −1,334−4.6% | 減碼 |
| Old Port Advisors | 27,830 | $403.6 萬 | 1.46% | +27,830 | 新進 |
| Act Two Investors LLC | 27,773 | $402.8 萬 | 1.08% | 00.0% | 不變 |
| Leith Wheeler Investment Counsel Ltd. | 27,694 | $401.6 萬 | 0.53% | +410+1.5% | 加碼 |
| Consolidated Investment Group LLC | 27,692 | $401.6 萬 | 0.78% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 27,670 | $401.3 萬 | 0.36% | −6,160−18.2% | 減碼 |
| Montecito Bank & Trust | 27,650 | $401.0 萬 | 0.94% | −223−0.8% | 減碼 |
| Proequities, Inc. | 27,605 | $400.3 萬 | 0.31% | +505+1.9% | 加碼 |
| BOK Financial Private Wealth, Inc. | 27,605 | $400.3 萬 | 0.35% | −2,697−8.9% | 減碼 |
| Atlantic Trust, LLC | 27,601 | $400.3 萬 | 1.32% | −3,527−11.3% | 減碼 |
| Icon Advisers Inc | 27,587 | $400.1 萬 | 0.99% | 00.0% | 不變 |
| Koshinski Asset Management, Inc. | 27,553 | $399.6 萬 | 0.46% | −70.0% | 減碼 |
| Atlas Private Wealth Management | 27,535 | $399.3 萬 | 2.14% | +429+1.6% | 加碼 |
| Doliver Advisors, LP | 27,495 | $398.7 萬 | 1.20% | −179−0.6% | 減碼 |
| AAFMAA Wealth Management & Trust LLC | 27,483 | $398.6 萬 | 3.70% | −184−0.7% | 減碼 |
| Goodwin Daniel L | 27,450 | $398.1 萬 | 1.92% | −100−0.4% | 減碼 |
| StoneX Group Inc. | 27,437 | $397.9 萬 | 0.43% | +92+0.3% | 加碼 |
| Arlington Financial Advisors, LLC | 27,392 | $397.2 萬 | 1.41% | −203−0.7% | 減碼 |
| Sargent Investment Group, LLC | 27,347 | $396.6 萬 | 0.96% | +3,477+14.6% | 加碼 |
| Hudson Capital Management LLC | 27,323 | $396.2 萬 | 1.58% | −93−0.3% | 減碼 |
| Altrius Capital Management Inc | 27,315 | $396.1 萬 | 1.18% | +55+0.2% | 加碼 |
| Platform Technology Partners | 27,296 | $395.9 萬 | 1.85% | +2,440+9.8% | 加碼 |
| Hayek Kallen Investment Management | 27,239 | $395.0 萬 | 1.77% | −133−0.5% | 減碼 |
| Malaga Cove Capital, LLC | 27,232 | $394.9 萬 | 1.82% | −285−1.0% | 減碼 |
| Rosenblum Silverman Sutton S F Inc | 27,213 | $394.6 萬 | 1.34% | +255+0.9% | 加碼 |
| Delta Capital Management LLC | 27,210 | $394.6 萬 | 2.96% | −720−2.6% | 減碼 |
| CFM Wealth Partners LLC | 27,160 | $393.9 萬 | 1.03% | +867+3.3% | 加碼 |
| Piscataqua Savings Bank | 27,092 | $392.9 萬 | 3.43% | −1,494−5.2% | 減碼 |
| Mattern Wealth Management LLC | 27,073 | $392.6 萬 | 1.15% | +2,676+11.0% | 加碼 |
| Cornerstone Wealth Management, LLC | 27,047 | $392.2 萬 | 0.37% | +2,188+8.8% | 加碼 |
| IMA Wealth, Inc. | 27,018 | $391.8 萬 | 1.01% | −506−1.8% | 減碼 |
| Lombard Odier Asset Management (USA) Corp | 27,000 | $391.6 萬 | 0.67% | 00.0% | 不變 |
| Ethic Inc. | 26,984 | $391.3 萬 | 0.14% | +7,607+39.3% | 加碼 |
| RMR Wealth Builders | 26,911 | $390.3 萬 | 0.62% | +3,348+14.2% | 加碼 |
| FengHe Fund Management Pte. Ltd. | 26,800 | $388.7 萬 | 0.92% | +12,200+83.6% | 加碼 |
| EverSource Wealth Advisors, LLC | 26,749 | $387.9 萬 | 0.41% | −755−2.7% | 減碼 |
| First PREMIER Bank | 26,728 | $387.7 萬 | 1.19% | +6,017+29.1% | 加碼 |
| Vise Technologies, Inc. | 26,673 | $386.8 萬 | 0.95% | +1,367+5.4% | 加碼 |
| Indiana Trust & Investment Management CO | 26,653 | $386.5 萬 | 1.95% | +553+2.1% | 加碼 |
| Monetary Management Group Inc | 26,619 | $386.0 萬 | 1.29% | −3,600−11.9% | 減碼 |
| J. W. Coons Advisors, LLC | 26,591 | $385.6 萬 | 1.11% | −1,300−4.7% | 減碼 |
| Mountain Pacific Investment Advisers Inc | 26,578 | $385.4 萬 | 0.27% | −976−3.5% | 減碼 |
| Long Run Wealth Advisors, LLC | 26,485 | $384.1 萬 | 1.25% | +105+0.4% | 加碼 |
| Legacy CG, LLC | 26,452 | $383.6 萬 | 1.78% | +993+3.9% | 加碼 |
| Atlas Brown,Inc. | 26,431 | $383.3 萬 | 1.75% | +125+0.5% | 加碼 |
| Prosperity Consulting Group, LLC | 26,418 | $383.1 萬 | 1.76% | +6,736+34.2% | 加碼 |
| Wedmont Private Capital | 26,390 | $382.0 萬 | 0.39% | +2,188+9.0% | 加碼 |
| Accurate Wealth Management, LLC | 25,891 | $382.0 萬 | 1.20% | +1,314+5.3% | 加碼 |
| Uncommon Cents Investing LLC | 26,285 | $381.2 萬 | 1.40% | +570+2.2% | 加碼 |
| Fullerton Fund Management Co Ltd. | 26,266 | $380.9 萬 | 0.27% | +16,449+167.6% | 加碼 |
| GM Advisory Group, Inc. | 26,240 | $380.5 萬 | 0.31% | +194+0.7% | 加碼 |
| KLCM Advisors, Inc. | 26,192 | $379.8 萬 | 0.71% | +128+0.5% | 加碼 |
| Rehmann Capital Advisory Group | 26,122 | $378.8 萬 | 0.35% | −157−0.6% | 減碼 |
| Alta Capital Management LLC | 26,039 | $377.6 萬 | 0.27% | −508−1.9% | 減碼 |
| Citizens & Northern Corp | 26,022 | $377.4 萬 | 1.52% | −548−2.1% | 減碼 |
| LJI Wealth Management, LLC | 25,986 | $376.8 萬 | 1.08% | −275,062−91.4% | 減碼 |