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 |
|---|---|---|---|---|---|
| Group One Trading, L.P. | 205,766 | $2,984 萬 | 1.19% | +131,635+177.6% | 加碼 |
| Rockland Trust Co | 205,527 | $2,981 萬 | 1.79% | +11,335+5.8% | 加碼 |
| Chesley Taft & Associates LLC | 205,070 | $2,974 萬 | 1.93% | −680−0.3% | 減碼 |
| Fort Pitt Capital Group, LLC | 204,952 | $2,972 萬 | 1.11% | +3,885+1.9% | 加碼 |
| Oakworth Capital, Inc. | 204,697 | $2,969 萬 | 2.70% | −7,481−3.5% | 減碼 |
| Oversea-Chinese Banking CORP Ltd | 204,588 | $2,968 萬 | 1.36% | +43,488+27.0% | 加碼 |
| St Germain D J Co Inc | 202,592 | $2,938 萬 | 1.65% | −6,034−2.9% | 減碼 |
| Thomasville National Bank | 202,105 | $2,931 萬 | 2.88% | −555−0.3% | 減碼 |
| Estabrook Capital Management | 201,598 | $2,924 萬 | 5.15% | −728−0.4% | 減碼 |
| Polaris Wealth Advisory Group, LLC | 201,226 | $2,918 萬 | 2.22% | +33,706+20.1% | 加碼 |
| Cardinal Capital Management, Inc. | 200,517 | $2,908 萬 | 1.51% | +204+0.1% | 加碼 |
| Janney Capital Management LLC | 200,082 | $2,902 萬 | 2.23% | +1,059+0.5% | 加碼 |
| Central Securities Corp | 200,000 | $2,900 萬 | 3.54% | −30,000−13.0% | 減碼 |
| No Street GP LP | 200,000 | $2,900 萬 | 3.50% | −25,000−11.1% | 減碼 |
| Highland Capital Management, LLC | 199,864 | $2,898 萬 | 1.99% | −6,784−3.3% | 減碼 |
| Hartford Investment Management Co | 199,070 | $2,887 萬 | 1.16% | −7,089−3.4% | 減碼 |
| Wharton Business Group, LLC | 198,872 | $2,884 萬 | 1.60% | +15,347+8.4% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 198,752 | $2,882 萬 | 0.64% | −652−0.3% | 減碼 |
| Trust Co of Vermont | 197,763 | $2,868 萬 | 1.94% | +1,652+0.8% | 加碼 |
| Anchor Capital Advisors LLC | 197,014 | $2,857 萬 | 0.80% | +11,460+6.2% | 加碼 |
| Payden & Rygel | 196,680 | $2,852 萬 | 2.24% | +5,400+2.8% | 加碼 |
| Payden & Rygel Investment Group | 196,680 | $2,852 萬 | 2.24% | +196,680 | 新進 |
| Capital Group Investment Management Pte. Ltd. | 196,274 | $2,846 萬 | 1.85% | −54,494−21.7% | 減碼 |
| LMCG Investments, LLC | 194,438 | $2,820 萬 | 1.90% | −3,920−2.0% | 減碼 |
| Cornerstone Advisors, LLC | 193,800 | $2,810 萬 | 1.31% | −77,000−28.4% | 減碼 |
| Chilton Capital Management LLC | 193,771 | $2,810 萬 | 1.58% | −3,606−1.8% | 減碼 |
| Howe & Rusling Inc | 192,847 | $2,797 萬 | 3.30% | −250.0% | 減碼 |
| Pictet & Cie (Europe) SA | 191,944 | $2,784 萬 | 0.97% | −123−0.1% | 減碼 |
| Hantz Financial Services, Inc. | 191,670 | $2,780 萬 | 0.71% | +4,744+2.5% | 加碼 |
| Eagle Global Advisors LLC | 190,475 | $2,762 萬 | 1.79% | −713−0.4% | 減碼 |
| Silvercrest Asset Management Group LLC | 189,737 | $2,752 萬 | 0.21% | +700+0.4% | 加碼 |
| Maple Capital Management, Inc. | 189,454 | $2,747 萬 | 3.13% | +674+0.4% | 加碼 |
| Moody Lynn & Lieberson, LLC | 189,094 | $2,742 萬 | 2.35% | +15,121+8.7% | 加碼 |
| Chartwell Investment Partners, LLC | 188,832 | $2,739 萬 | 1.06% | −8,978−4.5% | 減碼 |
| Avantax Advisory Services, Inc. | 188,781 | $2,738 萬 | 0.31% | +16,124+9.3% | 加碼 |
| Shufro Rose & Co LLC | 188,669 | $2,736 萬 | 2.59% | −3,413−1.8% | 減碼 |
| Dakota Wealth Management | 187,245 | $2,715 萬 | 1.20% | +8,470+4.7% | 加碼 |
| Independent Advisor Alliance | 186,484 | $2,704 萬 | 1.22% | +9,140+5.2% | 加碼 |
| Front Barnett Associates LLC | 186,351 | $2,703 萬 | 3.24% | −6,253−3.2% | 減碼 |
| Hyman Charles D | 186,059 | $2,698 萬 | 1.75% | +1,229+0.7% | 加碼 |
| Wilsey Asset Management Inc | 185,942 | $2,697 萬 | 6.12% | +3,950+2.2% | 加碼 |
| National Mutual Insurance Federation of Agricultural Cooperatives | 184,900 | $2,681 萬 | 0.33% | 00.0% | 不變 |
| Levin Capital Strategies, L.P. | 184,794 | $2,680 萬 | 3.34% | −4,274−2.3% | 減碼 |
| Franklin Street Advisors Inc | 184,445 | $2,675 萬 | 2.37% | −8,648−4.5% | 減碼 |
| Pacer Advisors, Inc. | 184,295 | $2,673 萬 | 0.10% | +3,259+1.8% | 加碼 |
| NS Partners Ltd | 182,767 | $2,650 萬 | 1.43% | −1,644−0.9% | 減碼 |
| Advisor Partners II, LLC | 182,619 | $2,648 萬 | 1.06% | +13,339+7.9% | 加碼 |
| NFJ Investment Group, LLC | 181,036 | $2,625 萬 | 0.76% | −10,167−5.3% | 減碼 |
| Illinois Municipal Retirement Fund | 180,174 | $2,613 萬 | 0.49% | +34,474+23.7% | 加碼 |
| Hancock Whitney Corp | 180,174 | $2,613 萬 | 1.08% | −4,034−2.2% | 減碼 |
| Louisiana State Employees Retirement System | 180,100 | $2,612 萬 | 0.60% | −700−0.4% | 減碼 |
| Atria Wealth Solutions, Inc. | 179,766 | $2,607 萬 | 0.37% | −9,704−5.1% | 減碼 |
| Cullinan Associates Inc | 179,204 | $2,599 萬 | 1.51% | +793+0.4% | 加碼 |
| Central Trust Co | 179,176 | $2,598 萬 | 0.75% | +3,937+2.2% | 加碼 |
| Galvin, Gaustad & Stein, LLC | 179,155 | $2,598 萬 | 2.63% | −8,684−4.6% | 減碼 |
| Northeast Financial Consultants Inc | 178,875 | $2,594 萬 | 1.63% | +1,053+0.6% | 加碼 |
| Community Trust & Investment Co | 177,918 | $2,580 萬 | 2.16% | −508−0.3% | 減碼 |
| Ardevora Asset Management LLP | 177,902 | $2,580 萬 | 1.27% | +177,902 | 新進 |
| Congress Wealth Management LLC | 177,820 | $2,579 萬 | 0.53% | +7,913+4.7% | 加碼 |
| American Assets Investment Management, LLC | 177,600 | $2,576 萬 | 2.87% | 00.0% | 不變 |
| Fishman Jay A Ltd | 177,321 | $2,572 萬 | 3.26% | −16,159−8.4% | 減碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 176,638 | $2,562 萬 | 1.87% | −2,301−1.3% | 減碼 |
| Blue Chip Partners, Inc. | 175,994 | $2,552 萬 | 3.04% | +1,379+0.8% | 加碼 |
| Adviser Investments LLC | 175,674 | $2,548 萬 | 0.56% | +3,520+2.0% | 加碼 |
| KCM Investment Advisors LLC | 175,470 | $2,545 萬 | 1.10% | −1,260−0.7% | 減碼 |
| Gemsstock Limited | 174,900 | $2,536 萬 | 11.12% | −115,500−39.8% | 減碼 |
| Allen Investment Management LLC | 174,738 | $2,534 萬 | 0.37% | +23,894+15.8% | 加碼 |
| Fukoku Mutual Life Insurance Co | 174,600 | $2,532 萬 | 2.32% | +14,500+9.1% | 加碼 |
| Citizens Financial Group Inc | 174,342 | $2,528 萬 | 1.03% | −11,526−6.2% | 減碼 |
| Cape Cod Five Cents Savings Bank | 173,992 | $2,523 萬 | 1.37% | +88,549+103.6% | 加碼 |
| Phoenix Holdings Ltd. | 173,423 | $2,518 萬 | 0.47% | +17,102+10.9% | 加碼 |
| Alps Advisors Inc | 173,528 | $2,517 萬 | 0.21% | +165,309+2,011.3% | 加碼 |
| Aptus Capital Advisors, LLC | 173,062 | $2,510 萬 | 0.73% | +7,255+4.4% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 172,537 | $2,502 萬 | 1.13% | −6,656−3.7% | 減碼 |
| Palisade Capital Management LLC | 172,298 | $2,499 萬 | 0.70% | −2,291−1.3% | 減碼 |
| Appleton Partners Inc | 172,101 | $2,496 萬 | 2.22% | −3,201−1.8% | 減碼 |
| LaFleur & Godfrey LLC | 171,162 | $2,482 萬 | 3.97% | −2,562−1.5% | 減碼 |
| Randolph Co Inc | 170,654 | $2,475 萬 | 3.97% | −655−0.4% | 減碼 |
| Mizuho Markets Americas LLC | 170,060 | $2,466 萬 | 0.92% | +170,060 | 新進 |
| Sandy Spring Bank | 170,049 | $2,466 萬 | 1.37% | −1,266−0.7% | 減碼 |
| Crossmark Global Holdings, Inc. | 167,410 | $2,438 萬 | 0.55% | +3,072+1.9% | 加碼 |
| Equitable Holdings, Inc. | 167,421 | $2,428 萬 | 0.35% | +7,769+4.9% | 加碼 |
| Farmers & Merchants Investments Inc | 166,438 | $2,414 萬 | 0.95% | −8,636−4.9% | 減碼 |
| Ninety One SA (PTY) Ltd | 162,687 | $2,395 萬 | 4.63% | +16,636+11.4% | 加碼 |
| Rothschild Investment Corp | 165,058 | $2,394 萬 | 2.02% | +2,572+1.6% | 加碼 |
| Marco Investment Management LLC | 164,465 | $2,385 萬 | 2.74% | −5,554−3.3% | 減碼 |
| Tower Research Capital LLC (TRC) | 164,341 | $2,383 萬 | 0.75% | +101,899+163.2% | 加碼 |
| South Dakota Investment Council | 164,241 | $2,382 萬 | 0.54% | −17,012−9.4% | 減碼 |
| Abn Amro Investment Solutions | 164,062 | $2,379 萬 | 0.47% | +9,033+5.8% | 加碼 |
| Sit Investment Associates Inc | 163,349 | $2,369 萬 | 0.65% | +13,340+8.9% | 加碼 |
| Prudential PLC | 163,062 | $2,365 萬 | 0.27% | −8,099−4.7% | 減碼 |
| National Asset Management, Inc. | 162,967 | $2,363 萬 | 0.64% | +3,837+2.4% | 加碼 |
| MMBG Investment Advisors Co. | 162,885 | $2,362 萬 | 2.98% | −7,550−4.4% | 減碼 |
| Nan Shan Life Insurance Co., Ltd. | 162,283 | $2,353 萬 | 0.64% | −144,990−47.2% | 減碼 |
| WSFS Capital Management, LLC | 161,962 | $2,349 萬 | 1.54% | +52,129+47.5% | 加碼 |
| Capital International Ltd | 161,275 | $2,339 萬 | 1.35% | −136−0.1% | 減碼 |
| Advisors Asset Management, Inc. | 159,212 | $2,309 萬 | 0.50% | −40,508−20.3% | 減碼 |
| Lowe Brockenbrough & Co Inc | 158,686 | $2,301 萬 | 1.79% | −7,007−4.2% | 減碼 |
| First Foundation Advisors | 158,508 | $2,299 萬 | 1.07% | −14,337−8.3% | 減碼 |
| Jupiter Asset Management Ltd | 158,260 | $2,295 萬 | 0.25% | −128,144−44.7% | 減碼 |