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
- 3,710
- 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 | 5,157 | $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 |
|---|---|---|---|---|---|
| Carret Asset Management, LLC | 157,098 | $2,278 萬 | 3.18% | −476−0.3% | 減碼 |
| Schwerin Boyle Capital Management Inc | 156,418 | $2,268 萬 | 2.66% | −35,175−18.4% | 減碼 |
| Oak Associates, Ltd | 156,117 | $2,264 萬 | 1.88% | +2,611+1.7% | 加碼 |
| Brookstone Capital Management | 155,511 | $2,259 萬 | 0.50% | +574+0.4% | 加碼 |
| First Fiduciary Investment Counsel, Inc. | 155,651 | $2,257 萬 | 5.30% | −4,992−3.1% | 減碼 |
| Arvest Trust Co N A | 155,269 | $2,252 萬 | 1.47% | −811−0.5% | 減碼 |
| HB Wealth Management, LLC | 154,201 | $2,236 萬 | 0.36% | +15,357+11.1% | 加碼 |
| Stonebridge Capital Advisors LLC | 153,907 | $2,232 萬 | 2.46% | +2,102+1.4% | 加碼 |
| Absher Wealth Management, LLC | 153,721 | $2,229 萬 | 3.71% | +3,860+2.6% | 加碼 |
| GYL Financial Synergies, LLC | 153,055 | $2,220 萬 | 2.16% | −384−0.3% | 減碼 |
| Gratus Capital LLC | 152,626 | $2,213 萬 | 1.52% | +1,223+0.8% | 加碼 |
| New Mexico Educational Retirement Board | 152,050 | $2,205 萬 | 0.94% | +9,500+6.7% | 加碼 |
| Credit Agricole S A | 151,060 | $2,191 萬 | 0.67% | +30,079+24.9% | 加碼 |
| FineMark National Bank & Trust | 150,952 | $2,189 萬 | 0.95% | −1,745−1.1% | 減碼 |
| Harvest Portfolios Group Inc. | 150,637 | $2,185 萬 | 1.03% | −9,315−5.8% | 減碼 |
| Ziegler Capital Management, LLC | 150,429 | $2,182 萬 | 0.87% | −6,183−3.9% | 減碼 |
| Wesleyan Assurance Society | 150,207 | $2,179 萬 | 2.42% | 00.0% | 不變 |
| Main Street Research LLC | 149,881 | $2,174 萬 | 2.24% | +66,334+79.4% | 加碼 |
| Easterly Investment Partners LLC | 149,775 | $2,172 萬 | 2.39% | −7,557−4.8% | 減碼 |
| Valeo Financial Advisors, LLC | 173,557 | $2,164 萬 | 0.99% | +802+0.5% | 加碼 |
| Tower Bridge Advisors | 149,184 | $2,163 萬 | 2.00% | +303+0.2% | 加碼 |
| Core Alternative Capital | 147,825 | $2,144 萬 | 3.31% | −5,382−3.5% | 減碼 |
| Foster Dykema Cabot & Co Inc | 147,344 | $2,137 萬 | 2.58% | +354+0.2% | 加碼 |
| Parsons Capital Management Inc | 146,913 | $2,131 萬 | 1.68% | −927−0.6% | 減碼 |
| Bollard Group LLC | 146,435 | $2,124 萬 | 0.78% | −1,565−1.1% | 減碼 |
| Verity & Verity, LLC | 145,933 | $2,116 萬 | 2.65% | −37,957−20.6% | 減碼 |
| TownSquare Capital, LLC | 145,780 | $2,114 萬 | 0.39% | −5,663−3.7% | 減碼 |
| Moran Wealth Management, LLC | 145,468 | $2,110 萬 | 0.82% | +141,030+3,177.8% | 加碼 |
| Abner Herrman & Brock LLC | 144,287 | $2,092 萬 | 3.21% | −3,320−2.2% | 減碼 |
| South State Corp. | 144,071 | $2,089 萬 | 1.98% | +586+0.4% | 加碼 |
| NBT Bank N A | 143,586 | $2,082 萬 | 2.00% | +45,699+46.7% | 加碼 |
| Patten & Patten Inc | 142,398 | $2,065 萬 | 1.81% | −535−0.4% | 減碼 |
| Dixon Mitchell Investment Counsel Inc. | 140,126 | $2,032 萬 | 1.23% | −11,699−7.7% | 減碼 |
| Logan Capital Management Inc | 139,997 | $2,030 萬 | 1.03% | −14,496−9.4% | 減碼 |
| Neville Rodie & Shaw Inc | 138,542 | $2,009 萬 | 1.79% | −344−0.2% | 減碼 |
| DuPont Capital Management Corp | 138,486 | $2,008 萬 | 1.75% | +70,852+104.8% | 加碼 |
| Resources Management Corp | 137,907 | $2,000 萬 | 3.26% | −1,006−0.7% | 減碼 |
| Callahan Advisors, LLC | 137,560 | $1,995 萬 | 2.51% | +362+0.3% | 加碼 |
| Bailard, Inc. | 137,404 | $1,993 萬 | 0.66% | +11,423+9.1% | 加碼 |
| HBK Sorce Advisory LLC | 136,799 | $1,984 萬 | 0.87% | −3,201−2.3% | 減碼 |
| Meridian Wealth Management, LLC | 136,566 | $1,980 萬 | 1.21% | +14,310+11.7% | 加碼 |
| Metis Global Partners, LLC | 136,509 | $1,980 萬 | 0.96% | +19,099+16.3% | 加碼 |
| Alpine Woods Capital Investors, LLC | 135,822 | $1,970 萬 | 3.17% | −3,335−2.4% | 減碼 |
| Kanawha Capital Management LLC | 135,787 | $1,969 萬 | 1.91% | +2,767+2.1% | 加碼 |
| Rbo & Co LLC | 135,215 | $1,961 萬 | 3.56% | −721−0.5% | 減碼 |
| Prospera Financial Services Inc | 135,093 | $1,960 萬 | 0.76% | +606+0.5% | 加碼 |
| Axxcess Wealth Management, LLC | 135,014 | $1,958 萬 | 0.67% | +67,243+99.2% | 加碼 |
| Snowden Capital Advisors LLC | 169,306 | $1,955 萬 | 0.83% | +21,690+14.7% | 加碼 |
| Osborne Partners Capital Management, LLC | 134,266 | $1,947 萬 | 1.44% | −500.0% | 減碼 |
| Prime Capital Investment Advisors, LLC | 134,177 | $1,946 萬 | 0.40% | +1,745+1.3% | 加碼 |
| Evergreen Capital Management LLC | 133,849 | $1,941 萬 | 0.85% | −612−0.5% | 減碼 |
| Resources Investment Advisors, LLC. | 133,546 | $1,937 萬 | 0.42% | +6,556+5.2% | 加碼 |
| Moors & Cabot, Inc. | 133,043 | $1,929 萬 | 1.31% | +3,270+2.5% | 加碼 |
| Edmond de Rothschild Holding S.A. | 132,767 | $1,925 萬 | 0.39% | −8,755−6.2% | 減碼 |
| Azimuth Capital Investment Management LLC | 132,737 | $1,925 萬 | 0.95% | −2,287−1.7% | 減碼 |
| Rempart Asset Management Inc. | 132,710 | $1,925 萬 | 4.29% | +950+0.7% | 加碼 |
| First Long Island Investors, LLC | 132,674 | $1,924 萬 | 1.86% | +5,420+4.3% | 加碼 |
| Noesis Capital Mangement Corp | 130,766 | $1,896 萬 | 4.97% | +81+0.1% | 加碼 |
| Kempen Capital Management N.V. | 130,259 | $1,889 萬 | 0.35% | −12,753−8.9% | 減碼 |
| Albion Financial Group | 129,710 | $1,881 萬 | 1.74% | −199−0.2% | 減碼 |
| Jones Financial Companies LLLP | 129,281 | $1,875 萬 | 0.03% | −8,061−5.9% | 減碼 |
| Steigerwald, Gordon & Koch Inc. | 129,203 | $1,874 萬 | 2.86% | +627+0.5% | 加碼 |
| Northwest & Ethical Investments L.P. | 129,071 | $1,872 萬 | 0.63% | −4,352−3.3% | 減碼 |
| Bourgeon Capital Management LLC | 129,065 | $1,872 萬 | 4.39% | −1,918−1.5% | 減碼 |
| Osher Van de Voorde Investment Management | 128,543 | $1,864 萬 | 4.67% | −951−0.7% | 減碼 |
| Nomura Holdings Inc | 128,363 | $1,862 萬 | 0.20% | −157,602−55.1% | 減碼 |
| Empyrean Capital Partners, LP | 128,000 | $1,856 萬 | 1.15% | 00.0% | 不變 |
| Great Valley Advisor Group, Inc. | 127,905 | $1,855 萬 | 0.77% | +8,625+7.2% | 加碼 |
| BLB&B Advisors, LLC | 127,489 | $1,849 萬 | 1.32% | −1,409−1.1% | 減碼 |
| Alley Investment Management Company, LLC | 126,913 | $1,840 萬 | 3.12% | +530+0.4% | 加碼 |
| Norinchukin Bank, The | 126,849 | $1,840 萬 | 0.43% | −122,201−49.1% | 減碼 |
| Optiver Holding B.V. | 126,026 | $1,828 萬 | 0.52% | +119,594+1,859.4% | 加碼 |
| Martingale Asset Management L P | 125,609 | $1,822 萬 | 0.38% | +7,606+6.4% | 加碼 |
| Advisory Services Network, LLC | 125,601 | $1,821 萬 | 0.49% | +9,785+8.4% | 加碼 |
| TruWealth Advisors, LLC | 125,558 | $1,821 萬 | 1.57% | +1,921+1.6% | 加碼 |
| Culbertson A N & Co Inc | 125,256 | $1,816 萬 | 3.65% | 00.0% | 不變 |
| Narwhal Capital Management | 124,773 | $1,809 萬 | 2.21% | −1,396−1.1% | 減碼 |
| Assetmark, Inc | 124,773 | $1,809 萬 | 0.07% | +10,137+8.8% | 加碼 |
| Applied Finance Capital Management, LLC | 124,500 | $1,806 萬 | 1.96% | +5,073+4.2% | 加碼 |
| KMG Fiduciary Partners, LLC | 124,044 | $1,799 萬 | 2.38% | +1,261+1.0% | 加碼 |
| Parallel Advisors, LLC | 124,030 | $1,799 萬 | 0.60% | +4,277+3.6% | 加碼 |
| Perigon Wealth Management, LLC | 123,652 | $1,793 萬 | 0.73% | −1,552−1.2% | 減碼 |
| Natixis | 123,651 | $1,793 萬 | 0.14% | −142,249−53.5% | 減碼 |
| Greenleaf Trust | 122,013 | $1,769 萬 | 0.20% | +9,188+8.1% | 加碼 |
| Nemes Rush Group LLC | 121,866 | $1,767 萬 | 3.20% | +1,508+1.3% | 加碼 |
| Clear Harbor Asset Management, LLC | 121,454 | $1,761 萬 | 1.84% | −3,371−2.7% | 減碼 |
| Birch Hill Investment Advisors LLC | 120,820 | $1,752 萬 | 1.05% | −1,589−1.3% | 減碼 |
| First American Bank | 120,609 | $1,749 萬 | 1.58% | −3,686−3.0% | 減碼 |
| ProVise Management Group, LLC | 120,450 | $1,747 萬 | 1.62% | +1,249+1.0% | 加碼 |
| Metropolitan Life Insurance Co | 120,238 | $1,744 萬 | 0.91% | −7,114−5.6% | 減碼 |
| Verde Servicos Internacionais S.A. | 120,093 | $1,742 萬 | 6.78% | +31,530+35.6% | 加碼 |
| Longbow Finance SA | 119,845 | $1,738 萬 | 2.09% | −390−0.3% | 減碼 |
| Acadian Asset Management LLC | 119,887 | $1,738 萬 | 0.07% | −23,816−16.6% | 減碼 |
| Linscomb & Williams, Inc. | 119,784 | $1,737 萬 | 1.02% | −6,361−5.0% | 減碼 |
| Gladstone Institutional Advisory LLC | 119,330 | $1,731 萬 | 1.12% | +39,561+49.6% | 加碼 |
| Atlantic Union Bankshares Corp | 119,263 | $1,730 萬 | 1.77% | +442+0.4% | 加碼 |
| Park Avenue Securities LLC | 118,761 | $1,722 萬 | 0.27% | +2,754+2.4% | 加碼 |
| Choate Investment Advisors | 118,644 | $1,721 萬 | 0.67% | +11,754+11.0% | 加碼 |
| Hi-Line Capital Management, LLC | 118,471 | $1,718 萬 | 6.33% | −292−0.2% | 減碼 |
| Steel Peak Wealth Management LLC | 117,934 | $1,710 萬 | 1.08% | −35,788−23.3% | 減碼 |