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 |
|---|---|---|---|---|---|
| TrinityPoint Wealth, LLC | 25,928 | $376.0 萬 | 0.75% | −46−0.2% | 減碼 |
| Parisi Gray Wealth Management | 25,837 | $374.7 萬 | 1.70% | +507+2.0% | 加碼 |
| Scott & Selber, Inc. | 25,808 | $374.3 萬 | 1.55% | −61−0.2% | 減碼 |
| Papp L Roy & Associates | 25,800 | $374.2 萬 | 0.51% | +635+2.5% | 加碼 |
| Brandywine Oak Private Wealth LLC | 25,786 | $373.9 萬 | 0.44% | −1,271−4.7% | 減碼 |
| Shoker Investment Counsel, Inc. | 25,784 | $373.9 萬 | 1.62% | −158−0.6% | 減碼 |
| Am Investment Strategies LLC | 25,778 | $373.8 萬 | 1.21% | +23+0.1% | 加碼 |
| SOL Capital Management CO | 25,703 | $372.7 萬 | 0.58% | −8,029−23.8% | 減碼 |
| NWF Advisory Services Inc. | 25,667 | $372.2 萬 | 0.88% | −1,054−3.9% | 減碼 |
| Liberty Capital Management, Inc. | 25,660 | $372.1 萬 | 1.10% | +302+1.2% | 加碼 |
| StrategIQ Financial Group, LLC | 25,647 | $371.9 萬 | 0.43% | −2,789−9.8% | 減碼 |
| Caas Capital Management LP | 25,645 | $371.9 萬 | 0.83% | +25,645 | 新進 |
| Mount Vernon Associates Inc | 25,612 | $371.4 萬 | 4.11% | +110+0.4% | 加碼 |
| Union Heritage Capital, LLC | 25,600 | $371.3 萬 | 2.11% | 00.0% | 不變 |
| Lee Danner & Bass Inc | 25,580 | $371.0 萬 | 0.34% | −175−0.7% | 減碼 |
| Slagle Financial, LLC | 25,570 | $370.8 萬 | 2.27% | +1,256+5.2% | 加碼 |
| Pinnacle Bancorp, Inc. | 25,520 | $370.1 萬 | 1.32% | −6,783−21.0% | 減碼 |
| WD Rutherford LLC | 25,505 | $369.9 萬 | 2.54% | +2,485+10.8% | 加碼 |
| Vident Advisory, LLC | 25,498 | $369.8 萬 | 0.11% | +25,498 | 新進 |
| Vaughan Nelson Investment Management, L.P. | 25,480 | $369.5 萬 | 0.04% | 00.0% | 不變 |
| Affinity Investment Advisors, LLC | 25,470 | $369.4 萬 | 2.38% | −377−1.5% | 減碼 |
| Modus Advisors, LLC | 25,458 | $369.2 萬 | 1.61% | +292+1.2% | 加碼 |
| United Bank | 25,440 | $368.9 萬 | 2.21% | −581−2.2% | 減碼 |
| Financial Advisory Partners, LLC | 25,407 | $368.5 萬 | 1.49% | −14−0.1% | 減碼 |
| Mechanics Financial Corp | 25,388 | $368.2 萬 | 2.03% | −50−0.2% | 減碼 |
| Gradient Capital Advisors, LLC | 25,375 | $368.0 萬 | 1.54% | +734+3.0% | 加碼 |
| Rowland & Co Investment Counsel | 25,333 | $367.4 萬 | 0.91% | +1,496+6.3% | 加碼 |
| Evoke Wealth, LLC | 25,269 | $366.5 萬 | 0.13% | −1,355−5.1% | 減碼 |
| Continuum Advisory, LLC | 51,611 | $366.1 萬 | 0.59% | +326+0.6% | 加碼 |
| Lincoln Capital Corp | 25,217 | $365.7 萬 | 1.97% | −627−2.4% | 減碼 |
| Sterling Investment Advisors, Ltd. | 25,189 | $365.3 萬 | 1.28% | −493−1.9% | 減碼 |
| Owen LaRue, LLC | 25,189 | $365.3 萬 | 4.02% | +10,436+70.7% | 加碼 |
| Investment Research & Advisory Group, Inc. | 25,176 | $365.1 萬 | 2.09% | −90.0% | 減碼 |
| Octavia Wealth Advisors, LLC | 25,106 | $364.1 萬 | 0.74% | +1,205+5.0% | 加碼 |
| Marks Group Wealth Management, Inc | 25,091 | $363.9 萬 | 0.45% | −1,304−4.9% | 減碼 |
| Founders Financial Alliance, LLC | 25,089 | $363.8 萬 | 1.59% | −1,106−4.2% | 減碼 |
| High Note Wealth, LLC | 25,082 | $363.7 萬 | 1.50% | +199+0.8% | 加碼 |
| Midwest Professional Planners, LTD. | 25,042 | $363.2 萬 | 1.63% | +1,696+7.3% | 加碼 |
| Proquility Private Wealth Partners, LLC | 25,011 | $362.7 萬 | 1.49% | −171−0.7% | 減碼 |
| Syon Capital LLC | 25,010 | $362.7 萬 | 0.45% | +25,010 | 新進 |
| Eos Management, L.P. | 25,000 | $362.6 萬 | 1.70% | 00.0% | 不變 |
| S&CO Inc | 24,999 | $362.5 萬 | 0.30% | +200+0.8% | 加碼 |
| Mathes Company, Inc. | 20,240 | $362.1 萬 | 1.68% | −4,701−18.8% | 減碼 |
| B.O.S.S. Retirement Advisors, LLC | 24,954 | $361.9 萬 | 0.78% | +2,409+10.7% | 加碼 |
| Team Hewins, LLC | 24,953 | $361.9 萬 | 0.83% | +24,953 | 新進 |
| Change Path, LLC | 24,950 | $361.8 萬 | 0.26% | −5,967−19.3% | 減碼 |
| Greenfield Savings Bank | 24,930 | $361.5 萬 | 2.27% | +24,930 | 新進 |
| SeaBridge Investment Advisors LLC | 24,929 | $361.5 萬 | 1.19% | −51−0.2% | 減碼 |
| Blume Capital Management, Inc. | 24,743 | $358.8 萬 | 1.07% | −2,477−9.1% | 減碼 |
| Hunter Perkins Capital Management, LLC | 24,736 | $358.7 萬 | 0.77% | −10,046−28.9% | 減碼 |
| Grandfield & Dodd, LLC | 24,549 | $356.0 萬 | 0.26% | −137−0.6% | 減碼 |
| Roanoke Asset Management Corp | 24,535 | $355.8 萬 | 1.46% | −63−0.3% | 減碼 |
| Farmers & Merchants Trust Co of Chambersburg PA | 24,518 | $355.6 萬 | 2.33% | −49−0.2% | 減碼 |
| Argus Investors' Counsel, Inc. | 24,514 | $355.5 萬 | 2.56% | −56−0.2% | 減碼 |
| VisionPoint Advisory Group, LLC | 24,489 | $355.1 萬 | 1.52% | +1,978+8.8% | 加碼 |
| Benjamin Edwards Inc | 24,478 | $355.0 萬 | 0.84% | +7,344+42.9% | 加碼 |
| Signet Investment Advisory Group, Inc. | 24,432 | $354.3 萬 | 2.35% | +792+3.4% | 加碼 |
| Financial Advocates Investment Management | 24,432 | $354.3 萬 | 0.26% | +213+0.9% | 加碼 |
| Compton Wealth Advisory Group, LLC | 24,425 | $354.2 萬 | 1.22% | +915+3.9% | 加碼 |
| Triasima Portfolio Management inc. | 24,408 | $354.0 萬 | 0.32% | 00.0% | 不變 |
| Charles Schwab Trust Co | 24,396 | $353.8 萬 | 0.40% | +253+1.0% | 加碼 |
| Capital Investment Advisory Services, LLC | 24,395 | $353.8 萬 | 0.35% | −1,559−6.0% | 減碼 |
| Mystic Asset Management, Inc. | 24,372 | $353.4 萬 | 1.99% | −104−0.4% | 減碼 |
| Trustco Bank Corp N Y | 24,369 | $353.4 萬 | 4.03% | −175−0.7% | 減碼 |
| Grove Bank & Trust | 24,314 | $352.6 萬 | 0.72% | +293+1.2% | 加碼 |
| BBR Partners, LLC | 24,171 | $350.5 萬 | 0.39% | +4,012+19.9% | 加碼 |
| Essex Savings Bank | 24,168 | $350.5 萬 | 1.18% | +504+2.1% | 加碼 |
| Harbor Advisors LLC | 24,148 | $350.2 萬 | 0.75% | 00.0% | 不變 |
| PFG Investments, LLC | 24,126 | $349.9 萬 | 0.66% | +2,459+11.3% | 加碼 |
| Newman Dignan & Sheerar, Inc. | 24,089 | $349.3 萬 | 1.15% | −379−1.5% | 減碼 |
| Winch Advisory Services, LLC | 24,089 | $349.3 萬 | 1.28% | −160−0.7% | 減碼 |
| Studio Investment Management LLC | 23,977 | $347.7 萬 | 0.97% | +1,206+5.3% | 加碼 |
| Certified Advisory Corp | 55,025 | $347.6 萬 | 0.64% | +33,257+152.8% | 加碼 |
| Nichols & Pratt Advisers LLP | 23,943 | $347.2 萬 | 0.26% | +150+0.6% | 加碼 |
| Curbstone Financial Management Corp | 23,870 | $346.2 萬 | 0.86% | 00.0% | 不變 |
| Red Cedar Investment Management, LLC | 23,843 | $345.8 萬 | 0.53% | +229+1.0% | 加碼 |
| Sheets Smith Wealth Management | 23,834 | $345.6 萬 | 0.53% | +85+0.4% | 加碼 |
| Nicolet Bankshares Inc | 23,823 | $345.5 萬 | 1.06% | −8,896−27.2% | 減碼 |
| Guardian Wealth Advisors, LLC | 23,708 | $343.8 萬 | 0.58% | +167+0.7% | 加碼 |
| Regal Investment Advisors LLC | 23,704 | $343.8 萬 | 0.30% | +1,888+8.7% | 加碼 |
| RB Capital Management, LLC | 23,632 | $342.7 萬 | 1.11% | +137+0.6% | 加碼 |
| Delta Financial Group, Inc. | 23,549 | $341.5 萬 | 1.18% | +352+1.5% | 加碼 |
| Adirondack Trust Co | 23,512 | $341.0 萬 | 1.70% | −25−0.1% | 減碼 |
| Weitz Investment Management, Inc.大師韋茲投資管理 | 23,500 | $340.8 萬 | 0.19% | 00.0% | 不變 |
| Jefferies Financial Group Inc. | 23,496 | $340.7 萬 | 0.08% | −14,778−38.6% | 減碼 |
| Fidelis Capital Partners, LLC | 23,318 | $338.2 萬 | 1.16% | +1,476+6.8% | 加碼 |
| SWS Partners | 23,300 | $337.9 萬 | 1.25% | +47+0.2% | 加碼 |
| Norway Savings Bank | 23,156 | $335.8 萬 | 1.66% | +23,156 | 新進 |
| Pavion Blue Capital, LLC | 23,431 | $335.4 萬 | 2.04% | +72+0.3% | 加碼 |
| Wealthsource Partners, LLC | 23,121 | $335.3 萬 | 0.23% | −1,340−5.5% | 減碼 |
| Trustmark National Bank Trust Department | 23,064 | $334.5 萬 | 0.33% | +2,481+12.1% | 加碼 |
| Pacifica Partners Inc. | 23,351 | $333.7 萬 | 1.82% | +3,341+16.7% | 加碼 |
| Gables Capital Management Inc. | 23,004 | $333.6 萬 | 2.32% | −80.0% | 減碼 |
| Larson Financial Group LLC | 22,927 | $332.5 萬 | 0.33% | +4,868+27.0% | 加碼 |
| Trinity Legacy Partners, LLC | 22,926 | $332.5 萬 | 1.15% | +18,163+381.3% | 加碼 |
| Bank of Stockton | 23,579 | $331.9 萬 | 1.24% | +2,201+10.3% | 加碼 |
| Wunderlich Capital Managemnt | 22,884 | $331.9 萬 | 1.64% | −192−0.8% | 減碼 |
| Clear Creek Financial Management, LLC | 22,872 | $331.7 萬 | 0.58% | +552+2.5% | 加碼 |
| Altfest L J & Co Inc | 22,825 | $331.0 萬 | 0.52% | −345−1.5% | 減碼 |
| NVWM, LLC | 22,822 | $331.0 萬 | 1.08% | +434+1.9% | 加碼 |