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 +81 家
- 持有股數
- 20.5 億
- 較 2023 年第 2 季 +321.1 萬 (+0.2%)
- 總市值
- $2,970 億
- 較 2023 年第 2 季 +$178.3 萬 (0.0%)
- 新進機構
- 161
- 另有 1,580 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 | 5,157 | $6,437 億 |
| 2026 年第 1 季 | 5,103 | $5,721 億 |
| 2025 年第 4 季 | 5,155 | $6,395 億 |
| 2025 年第 3 季 | 4,766 | $6,180 億 |
| 2025 年第 2 季 | 4,753 | $5,824 億 |
| 2025 年第 1 季 | 4,680 | $4,946 億 |
| 2024 年第 4 季 | 4,680 | $4,900 億 |
| 2024 年第 3 季 | 4,216 | $4,294 億 |
| 2024 年第 2 季 | 4,182 | $4,162 億 |
| 2024 年第 1 季 | 4,121 | $4,145 億 |
| 2023 年第 4 季 | 4,002 | $3,518 億 |
| 2023 年第 3 季 | 3,711 | $2,970 億 |
| 2023 年第 2 季 | 3,673 | $2,976 億 |
| 2023 年第 1 季 | 3,613 | $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 | 3,520 | $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 |
|---|---|---|---|---|---|
| Country Trust Bank | 282,150 | $4,092 萬 | 1.20% | −50,990−15.3% | 減碼 |
| Samlyn Capital, LLC | 282,045 | $4,090 萬 | 0.72% | +282,045 | 新進 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 277,939 | $4,031 萬 | 1.76% | +25,017+9.9% | 加碼 |
| Tocqueville Asset Management L.P. | 275,827 | $4,000 萬 | 0.76% | +7,164+2.7% | 加碼 |
| Beacon Investment Advisory Services, Inc. | 274,218 | $3,977 萬 | 1.96% | −3,801−1.4% | 減碼 |
| Sabal Trust CO | 273,398 | $3,965 萬 | 2.65% | −4,256−1.5% | 減碼 |
| Lido Advisors, LLC | 271,459 | $3,937 萬 | 0.44% | +45,715+20.3% | 加碼 |
| Atria Investments LLC | 270,852 | $3,928 萬 | 0.70% | +22,249+8.9% | 加碼 |
| Badgley Phelps Wealth Managers, LLC | 270,772 | $3,927 萬 | 1.34% | +8,808+3.4% | 加碼 |
| Meyer Handelman Co | 270,107 | $3,917 萬 | 1.58% | +20,650+8.3% | 加碼 |
| NorthCrest Asset Manangement, LLC | 269,859 | $3,913 萬 | 1.60% | −5,626−2.0% | 減碼 |
| Gulf International Bank (UK) Ltd | 268,790 | $3,898 萬 | 1.10% | −27,124−9.2% | 減碼 |
| Destination Wealth Management | 267,282 | $3,876 萬 | 1.51% | −4,187−1.5% | 減碼 |
| Gamco Investors, Inc. Et Al | 267,235 | $3,875 萬 | 0.45% | −27,603−9.4% | 減碼 |
| British Columbia Investment Management Corp | 265,874 | $3,856 萬 | 0.37% | +713+0.3% | 加碼 |
| Nexus Investment Management ULC | 264,082 | $3,830 萬 | 4.32% | −1,015−0.4% | 減碼 |
| Conning Inc. | 264,426 | $3,829 萬 | 1.40% | −10,645−3.9% | 減碼 |
| Stephens Inc | 263,894 | $3,827 萬 | 0.73% | −17,168−6.1% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 262,373 | $3,805 萬 | 0.57% | −11,721−4.3% | 減碼 |
| Hosking Partners LLP | 261,752 | $3,796 萬 | 1.68% | +43,892+20.1% | 加碼 |
| Polar Capital Holdings Plc | 261,277 | $3,789 萬 | 0.28% | −1,112−0.4% | 減碼 |
| Searle & Co. | 261,134 | $3,787 萬 | 12.89% | 00.0% | 不變 |
| Modera Wealth Management, LLC | 260,705 | $3,781 萬 | 0.71% | −8,792−3.3% | 減碼 |
| Ceredex Value Advisors LLC | 260,048 | $3,771 萬 | 0.66% | −219−0.1% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 259,429 | $3,762 萬 | 0.56% | +49,424+23.5% | 加碼 |
| Argent Capital Management LLC | 259,346 | $3,761 萬 | 1.34% | −25,437−8.9% | 減碼 |
| Taurus Asset Management, LLC | 256,146 | $3,715 萬 | 4.51% | −1,295−0.5% | 減碼 |
| Bridges Investment Management Inc | 255,979 | $3,712 萬 | 1.32% | −8,094−3.1% | 減碼 |
| Madison Asset Management, LLC | 255,878 | $3,711 萬 | 0.54% | −63,452−19.9% | 減碼 |
| ZWJ Investment Counsel Inc | 254,468 | $3,690 萬 | 2.05% | −1,853−0.7% | 減碼 |
| McDonald Capital Investors Inc | 253,457 | $3,676 萬 | 2.87% | −3,775−1.5% | 減碼 |
| HM Payson & Co | 251,877 | $3,653 萬 | 0.86% | −2,265−0.9% | 減碼 |
| Man Group plc | – | $3,645 萬 | 0.11% | – | – |
| Bokf, NA | 261,804 | $3,641 萬 | 0.80% | +32,581+14.2% | 加碼 |
| Wealthfront Advisers LLC | 251,039 | $3,641 萬 | 0.16% | +3,044+1.2% | 加碼 |
| Todd Asset Management LLC | 249,993 | $3,625 萬 | 0.86% | +50,884+25.6% | 加碼 |
| First Manhattan Co | 249,513 | $3,600 萬 | 0.13% | −5,177−2.0% | 減碼 |
| Achmea Investment Management B.V. | 247,687 | $3,592 萬 | 0.78% | +11,327+4.8% | 加碼 |
| Gradient Investments LLC | 246,294 | $3,572 萬 | 0.94% | +5,608+2.3% | 加碼 |
| Villere St Denis J & Co LLC | 245,240 | $3,556 萬 | 3.03% | −1,116−0.5% | 減碼 |
| First National Trust Co | 245,214 | $3,556 萬 | 1.70% | −4,422−1.8% | 減碼 |
| Elo Mutual Pension Insurance Co | 244,584 | $3,547 萬 | 1.09% | −6,624−2.6% | 減碼 |
| Crestwood Advisors Group LLC | 244,440 | $3,545 萬 | 0.93% | +82,138+50.6% | 加碼 |
| Venture Visionary Partners LLC | 242,030 | $3,510 萬 | 2.12% | +3,214+1.3% | 加碼 |
| Ingalls & Snyder LLC | 241,972 | $3,509 萬 | 1.70% | −603−0.2% | 減碼 |
| Markel Group Inc.大師馬克爾集團 | 241,550 | $3,503 萬 | 0.42% | +13,000+5.7% | 加碼 |
| Brinker Capital Investments, LLC | 241,099 | $3,496 萬 | 0.42% | −18,819−7.2% | 減碼 |
| Orion Portfolio Solutions, LLC | 241,099 | $3,496 萬 | 0.42% | −18,819−7.2% | 減碼 |
| Daymark Wealth Partners, LLC | 337,626 | $3,456 萬 | 2.38% | +137,532+68.7% | 加碼 |
| Bryn Mawr Trust Co | 238,184 | $3,454 萬 | 1.52% | −190−0.1% | 減碼 |
| Busey Wealth Management | 238,138 | $3,453 萬 | 1.48% | +394+0.2% | 加碼 |
| CWM, LLC | 238,091 | $3,453 萬 | 0.21% | +30,924+14.9% | 加碼 |
| Pathstone Family Office, LLC | 236,172 | $3,446 萬 | 0.27% | +174,527+283.1% | 加碼 |
| Private Wealth Partners, LLC | 237,446 | $3,443 萬 | 3.29% | +261+0.1% | 加碼 |
| First Horizon Advisors, Inc. | 237,030 | $3,437 萬 | 1.24% | +1,370+0.6% | 加碼 |
| Banco Santander, S.A. | 236,757 | $3,433 萬 | 0.49% | +11,176+5.0% | 加碼 |
| Heritage Investors Management Corp | 236,048 | $3,424 萬 | 1.43% | −4,121−1.7% | 減碼 |
| Johnson Investment Counsel Inc | 235,762 | $3,419 萬 | 0.44% | +10,573+4.7% | 加碼 |
| Kestra Private Wealth Services, LLC | 234,891 | $3,406 萬 | 1.07% | +32,681+16.2% | 加碼 |
| JustInvest LLC | 233,877 | $3,392 萬 | 1.01% | +15,425+7.1% | 加碼 |
| NewEdge Wealth, LLC | 232,926 | $3,378 萬 | 1.07% | +22,264+10.6% | 加碼 |
| Ieq Capital, LLC | 232,798 | $3,376 萬 | 0.69% | +3,871+1.7% | 加碼 |
| Bridgeway Capital Management, LLC | 231,875 | $3,363 萬 | 0.82% | −23,790−9.3% | 減碼 |
| Cetera Advisors LLC | 231,619 | $3,359 萬 | 0.52% | +7,480+3.3% | 加碼 |
| Eastern Bank | 229,703 | $3,331 萬 | 1.65% | −40,370−14.9% | 減碼 |
| La Banque Postale Asset Management SA | 229,334 | $3,326 萬 | 0.74% | +21,307+10.2% | 加碼 |
| Kentucky Retirement Systems | 228,231 | $3,310 萬 | 1.15% | −6,728−2.9% | 減碼 |
| Oregon Public Employees Retirement Fund | 224,671 | $3,258 萬 | 0.45% | −2,865−1.3% | 減碼 |
| Salem Investment Counselors Inc | 224,409 | $3,254 萬 | 1.24% | +2,676+1.2% | 加碼 |
| Mill Capital Management, LLC | 224,153 | $3,251 萬 | 3.18% | −130−0.1% | 減碼 |
| Washington Trust Co | 224,141 | $3,250 萬 | 1.43% | −12,007−5.1% | 減碼 |
| Maryland State Retirement & Pension System | 222,348 | $3,224 萬 | 0.74% | −1,314−0.6% | 減碼 |
| Sequoia Financial Advisors, LLC | 221,342 | $3,210 萬 | 0.56% | +3,666+1.7% | 加碼 |
| Smith, Salley & Associates | 221,128 | $3,207 萬 | 2.38% | +6,246+2.9% | 加碼 |
| First National Bank of Omaha | 221,067 | $3,206 萬 | 2.08% | −24,092−9.8% | 減碼 |
| Stratos Wealth Partners, LTD. | 220,837 | $3,203 萬 | 0.69% | +9,985+4.7% | 加碼 |
| Spears Abacus Advisors LLC | 219,808 | $3,188 萬 | 2.73% | −978−0.4% | 減碼 |
| Clifford Swan Investment Counsel LLC | 219,277 | $3,180 萬 | 1.33% | +1,077+0.5% | 加碼 |
| Interval Partners, LP | 219,228 | $3,179 萬 | 1.30% | +191,228+683.0% | 加碼 |
| Erste Asset Management GmbH | 216,953 | $3,178 萬 | 0.55% | +66,480+44.2% | 加碼 |
| Baker Avenue Asset Management, LP | 218,744 | $3,172 萬 | 1.59% | −1,498−0.7% | 減碼 |
| Klingenstein Fields & Co LP | 216,390 | $3,138 萬 | 1.53% | −2,644−1.2% | 減碼 |
| Stewart & Patten Co LLC | 215,079 | $3,119 萬 | 5.42% | −1,162−0.5% | 減碼 |
| Alpha Cubed Investments, LLC | 214,344 | $3,108 萬 | 2.09% | +2,073+1.0% | 加碼 |
| Capital International Sarl | 214,087 | $3,105 萬 | 1.42% | −8,780−3.9% | 減碼 |
| Northeast Investment Management | 213,692 | $3,099 萬 | 1.82% | +10,003+4.9% | 加碼 |
| Wade G W & Inc | 213,179 | $3,092 萬 | 1.15% | +2,488+1.2% | 加碼 |
| Matrix Asset Advisors Inc | 212,678 | $3,084 萬 | 4.40% | −2,488−1.2% | 減碼 |
| PGGM Investments | 209,318 | $3,036 萬 | 0.52% | +48,711+30.3% | 加碼 |
| Manitou Investment Management Ltd. | 209,275 | $3,035 萬 | 7.21% | −810−0.4% | 減碼 |
| Howard Capital Management Group, LLC | 209,120 | $3,033 萬 | 2.93% | +1,530+0.7% | 加碼 |
| PM Capital Ltd | 208,929 | $3,030 萬 | 7.12% | −60,226−22.4% | 減碼 |
| Braun Stacey Associates Inc | 208,740 | $3,027 萬 | 1.47% | +2,430+1.2% | 加碼 |
| Securian Asset Management, Inc | 208,545 | $3,024 萬 | 0.90% | −29,861−12.5% | 減碼 |
| Nippon Life Global Investors Americas, Inc. | 208,370 | $3,022 萬 | 1.86% | +48,680+30.5% | 加碼 |
| Old National Bancorp | 207,728 | $3,012 萬 | 0.87% | −5,400−2.5% | 減碼 |
| Laurion Capital Management LP | 207,669 | $3,012 萬 | 0.79% | +207,669 | 新進 |
| ArrowMark Colorado Holdings LLC | 206,271 | $2,991 萬 | 0.36% | 00.0% | 不變 |
| Capital Investment Advisors, LLC | 206,048 | $2,988 萬 | 0.83% | +206,048 | 新進 |
| MBB Public Markets I LLC | 205,868 | $2,985 萬 | 2.00% | −64,165−23.8% | 減碼 |