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 5,157 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
- 3,711
- 較 2023 年第 2 季 +82 家
- 持有股數
- 20.5 億
- 較 2023 年第 2 季 +321.2 萬 (+0.2%)
- 總市值
- $2,970 億
- 較 2023 年第 2 季 +$201.2 萬 (0.0%)
- 新進機構
- 161
- 另有 1,580 家加碼
- 清倉機構
- 79
- 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 | 5,157 | $6,437 億 |
| 2026 年第 1 季 | 5,102 | $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 | 4,679 | $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 | 3,711 | $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 | 3,629 | $2,783 億 |
| 2022 年第 3 季 | 3,396 | $2,129 億 |
| 2022 年第 2 季 | 3,428 | $2,293 億 |
| 2022 年第 1 季 | 3,519 | $2,789 億 |
| 2021 年第 4 季 | 3,594 | $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 |
|---|---|---|---|---|---|
| AE Wealth Management LLC | 463,558 | $6,723 萬 | 0.40% | +30,092+6.9% | 加碼 |
| Glenview Trust Co | 457,933 | $6,641 萬 | 1.83% | +12,428+2.8% | 加碼 |
| Kestra Advisory Services, LLC | 455,957 | $6,612 萬 | 0.65% | +5,775+1.3% | 加碼 |
| Yousif Capital Management, LLC | 455,010 | $6,599 萬 | 0.84% | −20,321−4.3% | 減碼 |
| Eisler Capital (UK) Ltd. | 453,276 | $6,573 萬 | 2.87% | +339,321+297.8% | 加碼 |
| Berkshire Asset Management LLC | 453,261 | $6,573 萬 | 4.10% | −4,337−0.9% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 452,578 | $6,563 萬 | 0.87% | −35,000−7.2% | 減碼 |
| Cullen/Frost Bankers, Inc. | 444,714 | $6,449 萬 | 1.12% | −3,845−0.9% | 減碼 |
| Quintet Private Bank (Europe) S.A. | 442,193 | $6,413 萬 | 4.29% | −83,811−15.9% | 減碼 |
| Gabelli Funds LLC | 442,072 | $6,411 萬 | 0.52% | −800−0.2% | 減碼 |
| Beacon Pointe Advisors, LLC | 436,198 | $6,326 萬 | 0.79% | +131,595+43.2% | 加碼 |
| Locust Wood Capital Advisers, LLC | 432,162 | $6,267 萬 | 2.99% | +47,864+12.5% | 加碼 |
| Capital International Inc | 432,076 | $6,266 萬 | 1.20% | −1,241−0.3% | 減碼 |
| Beck Mack & Oliver LLC | 429,763 | $6,232 萬 | 1.63% | −14,099−3.2% | 減碼 |
| Mutual of America Capital Management LLC | 425,092 | $6,165 萬 | 0.76% | −14,349−3.3% | 減碼 |
| Ofi Invest Asset Management | 449,527 | $6,157 萬 | 2.22% | +24,575+5.8% | 加碼 |
| Stock Yards Bank & Trust Co | 423,327 | $6,139 萬 | 2.37% | −9,052−2.1% | 減碼 |
| Border to Coast Pensions Partnership Ltd | 414,492 | $6,118 萬 | 1.63% | 00.0% | 不變 |
| Abrams Bison Investments, LLC | 420,000 | $6,091 萬 | 6.69% | 00.0% | 不變 |
| New York Life Investment Management LLC | 415,293 | $6,023 萬 | 0.65% | −640.0% | 減碼 |
| Cornerstone Investment Partners, LLC | 405,935 | $5,887 萬 | 3.68% | −93,481−18.7% | 減碼 |
| RNC Capital Management LLC | 403,652 | $5,854 萬 | 3.63% | −22,108−5.2% | 減碼 |
| Becker Capital Management Inc | 403,057 | $5,845 萬 | 2.32% | +1,791+0.4% | 加碼 |
| Investment Management Corp of Ontario | 403,006 | $5,844 萬 | 2.30% | −1,637−0.4% | 減碼 |
| Guidance Point Advisors, LLC | 400,796 | $5,812 萬 | 23.66% | +1440.0% | 加碼 |
| GWM Advisors LLC | 400,273 | $5,805 萬 | 0.64% | +17,491+4.6% | 加碼 |
| Associated Banc-Corp | 399,362 | $5,792 萬 | 2.24% | +3,395+0.9% | 加碼 |
| Mercer Global Advisors Inc | 399,025 | $5,787 萬 | 0.22% | +7,189+1.8% | 加碼 |
| QRG Capital Management, Inc. | 392,467 | $5,692 萬 | 0.99% | +392,467 | 新進 |
| Cantor Fitzgerald, L. P. | 390,700 | $5,666 萬 | 1.52% | −10,161−2.5% | 減碼 |
| Prio Wealth Limited Partnership | 389,489 | $5,648 萬 | 2.17% | −16,115−4.0% | 減碼 |
| Waters Parkerson & Co., LLC | 388,876 | $5,640 萬 | 3.37% | +590+0.2% | 加碼 |
| TCTC Holdings, LLC | 387,509 | $5,620 萬 | 2.17% | −780.0% | 減碼 |
| D.A. Davidson & Co. | 387,415 | $5,618 萬 | 0.61% | +5,680+1.5% | 加碼 |
| Synovus Financial Corp | 387,144 | $5,615 萬 | 0.64% | −8,623−2.2% | 減碼 |
| RMB Capital Management, LLC | 383,912 | $5,567 萬 | 1.90% | −2,204−0.6% | 減碼 |
| Xponance, Inc. | 383,086 | $5,556 萬 | 0.76% | +12,317+3.3% | 加碼 |
| Smith Chas P & Associates Pa Cpas | 382,480 | $5,547 萬 | 4.04% | −9,896−2.5% | 減碼 |
| Nicholas Company, Inc. | 382,295 | $5,544 萬 | 1.11% | −1750.0% | 減碼 |
| Meitav Dash Investments Ltd | 371,964 | $5,524 萬 | 0.89% | −130,778−26.0% | 減碼 |
| Advisors Capital Management, LLC | 380,185 | $5,514 萬 | 1.40% | +4,429+1.2% | 加碼 |
| Cetera Advisor Networks LLC | 379,478 | $5,503 萬 | 0.35% | +29,287+8.4% | 加碼 |
| Seizert Capital Partners, LLC | 379,401 | $5,502 萬 | 2.92% | +5,828+1.6% | 加碼 |
| Swiss Life Asset Management Ltd | 375,322 | $5,442 萬 | 0.84% | +69,872+22.9% | 加碼 |
| Vaughan David Investments LLC | 372,507 | $5,402 萬 | 1.64% | +2,271+0.6% | 加碼 |
| iA Global Asset Management Inc. | 369,136 | $5,353 萬 | 1.41% | −12,550−3.3% | 減碼 |
| Oppenheimer & Co Inc | 365,651 | $5,303 萬 | 1.09% | +5,696+1.6% | 加碼 |
| Ninety One UK Ltd | 361,030 | $5,236 萬 | 0.17% | −41,533−10.3% | 減碼 |
| State of Alaska, Department of Revenue | 359,807 | $5,218 萬 | 0.66% | −16,800−4.5% | 減碼 |
| Edgar Lomax Co | 357,688 | $5,187 萬 | 3.53% | −5,925−1.6% | 減碼 |
| Davis R M Inc | 356,021 | $5,163 萬 | 1.30% | −6,805−1.9% | 減碼 |
| Carnegie Capital Asset Management, LLC | 353,687 | $5,129 萬 | 1.97% | +4,133+1.2% | 加碼 |
| Principle Wealth Partners LLC | 353,381 | $5,125 萬 | 5.15% | +843+0.2% | 加碼 |
| Raymond James Trust N.A. | 347,519 | $5,040 萬 | 1.50% | +13,954+4.2% | 加碼 |
| Flputnam Investment Management Co | 346,701 | $5,028 萬 | 1.39% | +5,633+1.7% | 加碼 |
| Donaldson Capital Management, LLC | 344,759 | $5,000 萬 | 2.36% | −70,584−17.0% | 減碼 |
| Wesbanco Bank Inc | 339,065 | $4,917 萬 | 2.15% | −2,020−0.6% | 減碼 |
| Global Frontier Investments LLC | 339,000 | $4,916 萬 | 21.31% | 00.0% | 不變 |
| Vontobel Holding Ltd. | 338,379 | $4,907 萬 | 0.45% | +2,750+0.8% | 加碼 |
| Henshaw Capital LLC | 337,139 | $4,889 萬 | 2.83% | 00.0% | 不變 |
| JTC Employer Solutions Trusteee Ltd | 336,220 | $4,877 萬 | 4.54% | −5,454−1.6% | 減碼 |
| Boston Private Wealth LLC | 333,578 | $4,838 萬 | 1.06% | −22,982−6.4% | 減碼 |
| United Services Automobile Association | 332,579 | $4,823 萬 | 1.21% | +10,100+3.1% | 加碼 |
| Dodge & Cox | 330,510 | $4,793 萬 | 0.03% | −15,875−4.6% | 減碼 |
| Guggenheim Capital LLC | 330,407 | $4,792 萬 | 0.41% | +10,027+3.1% | 加碼 |
| Daiwa Securities Group Inc. | 329,979 | $4,785 萬 | 0.34% | +16,794+5.4% | 加碼 |
| Aristotle Atlantic Partners, LLC | 329,851 | $4,784 萬 | 1.92% | −5,493−1.6% | 減碼 |
| Adams Diversified Equity Fund, Inc. | 329,763 | $4,782 萬 | 2.04% | +16,700+5.3% | 加碼 |
| Cambiar Investors LLC | 329,171 | $4,774 萬 | 2.03% | −3,741−1.1% | 減碼 |
| Welch Group, LLC | 327,765 | $4,753 萬 | 2.82% | −2,421−0.7% | 減碼 |
| Private Advisor Group, LLC | 327,207 | $4,745 萬 | 0.43% | −6,558−2.0% | 減碼 |
| Ilmarinen Mutual Pension Insurance Co | 325,869 | $4,726 萬 | 0.62% | 00.0% | 不變 |
| Cetera Investment Advisers | 324,951 | $4,712 萬 | 0.41% | −3,887−1.2% | 減碼 |
| Massmutual Trust Co FSB | 322,907 | $4,683 萬 | 1.73% | +517+0.2% | 加碼 |
| Deprince Race & Zollo Inc | 321,022 | $4,655 萬 | 1.13% | −3,616−1.1% | 減碼 |
| Private Management Group Inc | 317,758 | $4,608 萬 | 1.89% | −52,778−14.2% | 減碼 |
| MAI Capital Management | 317,370 | $4,602 萬 | 0.69% | +13,293+4.4% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 316,670 | $4,594 萬 | 0.98% | +110,062+53.3% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 316,773 | $4,583 萬 | 0.62% | +75,149+31.1% | 加碼 |
| Intech Investment Management LLC | 315,360 | $4,573 萬 | 0.67% | +87,996+38.7% | 加碼 |
| Miller Howard Investments Inc | 312,817 | $4,536 萬 | 1.66% | −1,276−0.4% | 減碼 |
| Cambridge Trust Co | 308,588 | $4,475 萬 | 2.06% | +3,161+1.0% | 加碼 |
| Polaris Capital Management, LLC | 308,351 | $4,472 萬 | 2.41% | −143,900−31.8% | 減碼 |
| Wafra Inc. | 307,867 | $4,465 萬 | 1.49% | 00.0% | 不變 |
| Lazard Asset Management LLC | 307,821 | $4,464 萬 | 0.06% | −25,436−7.6% | 減碼 |
| Patient Capital Management, LLC | 307,118 | $4,454 萬 | 2.61% | −520.0% | 減碼 |
| ABN AMRO Bank N.V. | 304,102 | $4,412 萬 | 0.79% | +1,190+0.4% | 加碼 |
| Whittier Trust Co of Nevada Inc | 304,232 | $4,412 萬 | 1.56% | −909−0.3% | 減碼 |
| Fort Washington Investment Advisors Inc | 303,538 | $4,402 萬 | 0.33% | −116,688−27.8% | 減碼 |
| Ancora Advisors, LLC | 300,146 | $4,353 萬 | 1.17% | +1,130+0.4% | 加碼 |
| Foundry Partners, LLC | 299,672 | $4,346 萬 | 2.71% | −2,562−0.8% | 減碼 |
| Argent Trust Co | 296,154 | $4,295 萬 | 2.35% | +11,706+4.1% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 294,628 | $4,273 萬 | 0.20% | +294,628 | 新進 |
| Azora Capital LP | 294,031 | $4,264 萬 | 4.70% | +294,031 | 新進 |
| Roffman Miller Associates Inc | 293,556 | $4,257 萬 | 3.37% | −478−0.2% | 減碼 |
| Fiduciary Trust Co | 291,904 | $4,233 萬 | 0.77% | −1,590−0.5% | 減碼 |
| North Star Investment Management Corp. | 291,695 | $4,230 萬 | 3.57% | +661+0.2% | 加碼 |
| Barrow Hanley Mewhinney & Strauss LLC | 291,183 | $4,223 萬 | 0.16% | −399,009−57.8% | 減碼 |
| Waverton Investment Management Ltd | 284,796 | $4,131 萬 | 1.19% | +18,592+7.0% | 加碼 |
| IMC-Chicago, LLC | 282,486 | $4,097 萬 | 2.64% | +282,486 | 新進 |