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 |
|---|---|---|---|---|---|
| Dudley Capital Management, LLC | 22,797 | $330.6 萬 | 2.32% | −892−3.8% | 減碼 |
| Symmetry Investments LP | 22,772 | $330.2 萬 | 0.96% | +22,772 | 新進 |
| NCM Capital Management, LLC | 22,769 | $330.2 萬 | 2.35% | −153−0.7% | 減碼 |
| Quadrant Private Wealth Management, LLC | 22,748 | $329.9 萬 | 1.11% | −798−3.4% | 減碼 |
| Advisors Management Group Inc | 22,703 | $329.2 萬 | 0.99% | −91−0.4% | 減碼 |
| Seascape Capital Management | 22,671 | $328.8 萬 | 1.56% | +85+0.4% | 加碼 |
| Baker Tilly Wealth Management, LLC | 22,643 | $328.4 萬 | 0.54% | −20,641−47.7% | 減碼 |
| WealthPlan Investment Management, LLC | 22,605 | $327.8 萬 | 0.58% | +10,731+90.4% | 加碼 |
| Great Lakes Retirement, Inc. | 22,567 | $327.3 萬 | 0.59% | +399+1.8% | 加碼 |
| Blue Edge Capital, LLC | 22,492 | $326.2 萬 | 0.68% | +100.0% | 加碼 |
| Northcape Wealth Management, LLC | 22,492 | $326.2 萬 | 1.25% | −330−1.4% | 減碼 |
| Gilder Gagnon Howe & Co LLC | 22,489 | $326.1 萬 | 0.05% | −107−0.5% | 減碼 |
| Bank Ozk | 22,488 | $326.1 萬 | 1.79% | −5,873−20.7% | 減碼 |
| Guardian Investment Management | 22,468 | $325.8 萬 | 2.98% | 00.0% | 不變 |
| Trinity Financial Advisors LLC | 22,465 | $325.8 萬 | 1.73% | +1,272+6.0% | 加碼 |
| Convergence Investment Partners, LLC | 22,450 | $325.6 萬 | 1.93% | +1,562+7.5% | 加碼 |
| Leelyn Smith, LLC | 22,452 | $325.6 萬 | 0.79% | +369+1.7% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 22,449 | $325.6 萬 | 0.67% | +832+3.8% | 加碼 |
| Beaton Management Co. Inc. | 22,409 | $325.0 萬 | 2.11% | −283−1.2% | 減碼 |
| Alphadyne Asset Management LP | 22,365 | $324.3 萬 | 1.56% | +18,100+424.4% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 22,296 | $323.3 萬 | 0.52% | +473+2.2% | 加碼 |
| CNB Bank | 22,284 | $323.2 萬 | 1.90% | +611+2.8% | 加碼 |
| Account Management LLC | 22,215 | $322.2 萬 | 4.46% | −3,025−12.0% | 減碼 |
| Highlander Capital Management, LLC | 22,197 | $321.9 萬 | 1.27% | +7,917+55.4% | 加碼 |
| Evermay Wealth Management LLC | 22,181 | $321.7 萬 | 0.66% | −174−0.8% | 減碼 |
| Archford Capital Strategies, LLC | 22,100 | $320.5 萬 | 0.64% | +970+4.6% | 加碼 |
| Intrepid Financial Planning Group LLC | 22,081 | $320.2 萬 | 1.66% | 00.0% | 不變 |
| Addison Capital Co | 22,073 | $320.1 萬 | 2.49% | −2,381−9.7% | 減碼 |
| Prestige Wealth Management Group LLC | 22,057 | $319.9 萬 | 0.79% | +7,984+56.7% | 加碼 |
| Financial Strategies Group, Inc. | 21,648 | $319.4 萬 | 1.01% | +2,796+14.8% | 加碼 |
| Leisure Capital Management | 22,020 | $319.3 萬 | 1.84% | −143−0.6% | 減碼 |
| West Oak Capital, LLC | 22,002 | $319.1 萬 | 1.58% | +610+2.9% | 加碼 |
| Outfitter Financial LLC | 21,953 | $318.4 萬 | 3.00% | −20−0.1% | 減碼 |
| Trifecta Capital Advisors, LLC | 21,927 | $318.0 萬 | 1.02% | +1,368+6.7% | 加碼 |
| Lodestone Wealth Management LLC | 21,907 | $317.7 萬 | 2.24% | −178−0.8% | 減碼 |
| Columbia Trust Co 01012016 | 21,760 | $315.6 萬 | 1.83% | +134+0.6% | 加碼 |
| VeraBank, N.A. | 21,697 | $314.6 萬 | 1.21% | +80+0.4% | 加碼 |
| Phoenix Wealth Advisors | 21,695 | $314.6 萬 | 1.85% | +382+1.8% | 加碼 |
| CoreCap Advisors, LLC | 21,694 | $314.6 萬 | 0.23% | −540−2.4% | 減碼 |
| Brown, Lisle/Cummings, Inc. | 21,627 | $313.6 萬 | 1.42% | −110−0.5% | 減碼 |
| Jmac Enterprises LLC | 21,609 | $313.4 萬 | 0.77% | +1,362+6.7% | 加碼 |
| Cohen Investment Advisors LLC | 21,550 | $312.5 萬 | 2.51% | −643−2.9% | 減碼 |
| Pine Ridge Advisers LLC | 21,500 | $311.8 萬 | 0.66% | 00.0% | 不變 |
| O'Rourke & Company, Inc | 21,492 | $311.7 萬 | 2.27% | +276+1.3% | 加碼 |
| Sweeney & Michel, LLC | 21,530 | $311.6 萬 | 1.63% | −1,075−4.8% | 減碼 |
| Legato Capital Management LLC | 21,465 | $311.3 萬 | 0.45% | 00.0% | 不變 |
| Edgewood Management LLC | 21,464 | $311.3 萬 | 0.01% | 00.0% | 不變 |
| Permanens Capital L.P. | 21,403 | $310.4 萬 | 0.53% | +865+4.2% | 加碼 |
| Sustainable Insight Capital Management, LLC | 21,348 | $309.6 萬 | 3.03% | −5,900−21.7% | 減碼 |
| Transatlantique Private Wealth LLC | 21,326 | $309.3 萬 | 1.65% | +167+0.8% | 加碼 |
| Second Half Financial Partners, LLC | 21,303 | $308.9 萬 | 1.54% | −5,281−19.9% | 減碼 |
| Intellectus Partners, LLC | 21,236 | $308.0 萬 | 0.97% | −752−3.4% | 減碼 |
| MCF Advisors LLC | 21,228 | $307.8 萬 | 0.28% | +406+1.9% | 加碼 |
| Massachusetts Wealth Management | 21,210 | $307.6 萬 | 2.82% | −200−0.9% | 減碼 |
| Mayflower Financial Advisors, LLC | 21,206 | $307.5 萬 | 0.46% | −465−2.1% | 減碼 |
| SOA Wealth Advisors, LLC. | 21,206 | $307.5 萬 | 0.76% | −625−2.9% | 減碼 |
| HAP Trading, LLC | 21,177 | $307.1 萬 | 0.76% | +21,177 | 新進 |
| Secure Asset Management, LLC | 21,169 | $307.0 萬 | 0.92% | +1,084+5.4% | 加碼 |
| X-Square Capital, LLC | 21,084 | $306.7 萬 | 2.06% | 00.0% | 不變 |
| West Michigan Advisors, LLC | 21,136 | $306.5 萬 | 1.64% | +271+1.3% | 加碼 |
| Heartland Bank & Trust Co | 21,098 | $306.0 萬 | 2.41% | +67+0.3% | 加碼 |
| Resurgent Financial Advisors LLC | 21,078 | $305.7 萬 | 2.09% | +259+1.2% | 加碼 |
| L & S Advisors Inc | 21,070 | $305.6 萬 | 0.44% | −1,426−6.3% | 減碼 |
| Sawgrass Asset Management LLC | 21,060 | $305.4 萬 | 0.37% | −145−0.7% | 減碼 |
| Portside Wealth Group, LLC | 21,006 | $304.7 萬 | 0.57% | −1,326−5.9% | 減碼 |
| Crescent Sterling, Ltd. | 21,000 | $304.5 萬 | 3.22% | −1,650−7.3% | 減碼 |
| Abacus Planning Group, Inc. | 20,998 | $304.5 萬 | 0.74% | +40.0% | 加碼 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 21,000 | $304.5 萬 | 2.14% | +5,000+31.3% | 加碼 |
| Spirit of America Management Corp | 20,992 | $304.4 萬 | 0.69% | +200+1.0% | 加碼 |
| StrongBox Wealth, LLC | 20,988 | $304.4 萬 | 1.94% | −695−3.2% | 減碼 |
| Knott David M Jr | 20,985 | $304.3 萬 | 1.20% | 00.0% | 不變 |
| Banco de Sabadell, S.A | 20,973 | $304.2 萬 | 2.64% | −1,673−7.4% | 減碼 |
| Sanders Morris Harris LLC | 21,005 | $303.3 萬 | 0.62% | +660+3.2% | 加碼 |
| Bowman & Co S.C. | 20,907 | $303.2 萬 | 2.41% | +1,269+6.5% | 加碼 |
| Beech Hill Advisors, Inc. | 20,849 | $302.4 萬 | 1.52% | −1,473−6.6% | 減碼 |
| KCS Wealth Advisory | 20,839 | $302.2 萬 | 1.29% | −3,136−13.1% | 減碼 |
| Eagle Capital Management, LLC | 20,841 | $302.2 萬 | 1.66% | +9,781+88.4% | 加碼 |
| Nwam LLC | 20,804 | $301.7 萬 | 0.31% | −723−3.4% | 減碼 |
| Providence Wealth Advisors, LLC | 21,094 | $301.7 萬 | 3.37% | +85+0.4% | 加碼 |
| Northstar Asset Management LLC | 20,741 | $300.8 萬 | 0.87% | +208+1.0% | 加碼 |
| Parkside Financial Bank & Trust | 20,708 | $300.3 萬 | 0.70% | +460+2.3% | 加碼 |
| Poehling Capital Management, LLC | 20,696 | $300.1 萬 | 1.05% | −712−3.3% | 減碼 |
| Ostrum Asset Management | 20,669 | $299.7 萬 | 0.28% | −18,967−47.9% | 減碼 |
| Cobblestone Capital Advisors LLC | 20,656 | $299.6 萬 | 0.22% | +299+1.5% | 加碼 |
| Forza Wealth Management, LLC | 20,599 | $298.7 萬 | 1.54% | +300+1.5% | 加碼 |
| Liberty One Investment Management, LLC | 20,584 | $298.5 萬 | 0.43% | +848+4.3% | 加碼 |
| River & Mercantile Asset Management LLP | 20,559 | $298.2 萬 | 0.70% | −2,781−11.9% | 減碼 |
| Sugarloaf Wealth Management, LLC | 20,551 | $298.0 萬 | 0.75% | −196−0.9% | 減碼 |
| Archer Investment Corp | 20,503 | $297.3 萬 | 1.05% | +127+0.6% | 加碼 |
| Cassaday & Co Wealth Management LLC | 20,449 | $296.6 萬 | 0.12% | −824−3.9% | 減碼 |
| Landmark Financial Advisors, LLC | 20,436 | $296.4 萬 | 1.20% | −142−0.7% | 減碼 |
| Coastline Trust Co | 20,432 | $296.3 萬 | 0.44% | −533−2.5% | 減碼 |
| Marathon Capital Management | 20,394 | $295.8 萬 | 0.74% | +335+1.7% | 加碼 |
| Glen Eagle Advisors, LLC | 20,379 | $295.5 萬 | 0.69% | −153−0.7% | 減碼 |
| Royal Capital Wealth Management, LLC | 20,345 | $295.0 萬 | 2.83% | −639−3.0% | 減碼 |
| Ethos Financial Group, LLC | 20,310 | $294.5 萬 | 0.76% | +3,399+20.1% | 加碼 |
| Signature Wealth Management Partners, LLC | 20,259 | $293.8 萬 | 2.87% | +536+2.7% | 加碼 |
| Sculati Wealth Management, LLC | 20,219 | $293.2 萬 | 1.50% | +632+3.2% | 加碼 |
| Pinkerton Retirement Specialists, LLC | 20,201 | $293.0 萬 | 0.64% | −282−1.4% | 減碼 |
| O'Dell Group, LLC | 20,189 | $292.8 萬 | 0.89% | −386−1.9% | 減碼 |