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 |
|---|---|---|---|---|---|
| Graham Capital Management, L.P. | 117,610 | $1,706 萬 | 0.51% | +96,245+450.5% | 加碼 |
| Clearstead Advisors, LLC | 117,525 | $1,704 萬 | 1.05% | +1,873+1.6% | 加碼 |
| Motco | 117,242 | $1,700 萬 | 1.16% | −2,346−2.0% | 減碼 |
| Savant Capital, LLC | 116,777 | $1,694 萬 | 0.25% | −2,898−2.4% | 減碼 |
| Private Capital Management, LLC | 116,191 | $1,685 萬 | 2.03% | −4,534−3.8% | 減碼 |
| Stillwater Capital Advisors, LLC | 116,066 | $1,683 萬 | 3.06% | +436+0.4% | 加碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 115,955 | $1,682 萬 | 0.58% | +2,308+2.0% | 加碼 |
| Courant Investment Management LLC | 114,592 | $1,662 萬 | 18.33% | 00.0% | 不變 |
| Guardian Capital Advisors LP | 113,489 | $1,659 萬 | 1.86% | −6,160−5.1% | 減碼 |
| Penobscot Investment Management Company, Inc. | 114,328 | $1,658 萬 | 2.25% | +21,439+23.1% | 加碼 |
| Drexel Morgan & Co. | 112,950 | $1,638 萬 | 4.46% | 00.0% | 不變 |
| Forbes J M & Co LLP | 112,712 | $1,635 萬 | 2.12% | +564+0.5% | 加碼 |
| Fred Alger Management, LLC | 112,575 | $1,633 萬 | 0.09% | −811,896−87.8% | 減碼 |
| Adell Harriman & Carpenter Inc | 112,468 | $1,631 萬 | 1.69% | +977+0.9% | 加碼 |
| Congress Asset Management Co | 112,067 | $1,625 萬 | 0.14% | −353−0.3% | 減碼 |
| Shelton Capital Management | 111,244 | $1,613 萬 | 0.59% | −3,129−2.7% | 減碼 |
| J.P. Marvel Investment Advisors, LLC | 111,161 | $1,612 萬 | 3.47% | 00.0% | 不變 |
| Dearborn Partners LLC | 111,115 | $1,611 萬 | 0.63% | −235−0.2% | 減碼 |
| Beach Investment Counsel Inc | 111,052 | $1,611 萬 | 2.01% | +3,313+3.1% | 加碼 |
| Washington Trust Bank | 110,988 | $1,610 萬 | 1.68% | +190.0% | 加碼 |
| Oak Harvest Investment Services | 110,715 | $1,606 萬 | 3.40% | +1,915+1.8% | 加碼 |
| Integrated Wealth Concepts LLC | 110,673 | $1,605 萬 | 0.28% | +965+0.9% | 加碼 |
| Canandaigua National Bank & Trust Co | 109,932 | $1,594 萬 | 2.58% | −637−0.6% | 減碼 |
| Texas Yale Capital Corp. | 109,442 | $1,587 萬 | 0.72% | −146−0.1% | 減碼 |
| Wealth Advisory Solutions, LLC | 100,369 | $1,581 萬 | 3.10% | +46,931+87.8% | 加碼 |
| Lincoln National Corp | 108,598 | $1,575 萬 | 0.32% | +3,226+3.1% | 加碼 |
| Cabot Wealth Management Inc | 108,592 | $1,575 萬 | 2.41% | +1,065+1.0% | 加碼 |
| Grassi Investment Management | 108,544 | $1,574 萬 | 1.81% | −248−0.2% | 減碼 |
| Banque Cantonale Vaudoise | 108,286 | $1,571 萬 | 0.78% | −6,181−5.4% | 減碼 |
| Kingsview Wealth Management, LLC | 108,104 | $1,568 萬 | 0.56% | +4,273+4.1% | 加碼 |
| Willis Investment Counsel | 107,180 | $1,554 萬 | 1.18% | 00.0% | 不變 |
| Colonial Trust Advisors | 107,163 | $1,554 萬 | 1.78% | +730+0.7% | 加碼 |
| Sonora Investment Management Group, LLC | 106,893 | $1,550 萬 | 1.33% | −873−0.8% | 減碼 |
| SS&H Financial Advisors, Inc. | 106,887 | $1,550 萬 | 7.26% | +106,887 | 新進 |
| CTC LLC | 106,813 | $1,549 萬 | 0.70% | −79,334−42.6% | 減碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 106,681 | $1,547 萬 | 2.32% | −655−0.6% | 減碼 |
| Wolverine Trading, LLC | 105,740 | $1,533 萬 | 0.15% | +45,741+76.2% | 加碼 |
| Trust Co of Virginia | 105,221 | $1,526 萬 | 1.68% | +2,709+2.6% | 加碼 |
| Webster Bank, N. A. | 104,688 | $1,518 萬 | 2.05% | −513−0.5% | 減碼 |
| Anderson Hoagland & Co | 104,542 | $1,516 萬 | 2.03% | +386+0.4% | 加碼 |
| JGP Wealth Management, LLC | 104,505 | $1,516 萬 | 2.54% | +2,420+2.4% | 加碼 |
| MainStreet Investment Advisors LLC | 104,290 | $1,512 萬 | 1.76% | −2,565−2.4% | 減碼 |
| Verdence Capital Advisors LLC | 104,189 | $1,511 萬 | 1.64% | +5,462+5.5% | 加碼 |
| Thompson Siegel & Walmsley LLC | 104,133 | $1,510 萬 | 0.25% | −90.0% | 減碼 |
| Fiduciary Alliance LLC | 103,775 | $1,505 萬 | 3.48% | +1,710+1.7% | 加碼 |
| Bragg Financial Advisors, Inc | 103,631 | $1,503 萬 | 0.79% | −1,245−1.2% | 減碼 |
| Gillespie Robinson & Grimm Inc | 103,395 | $1,499 萬 | 1.50% | −2,067−2.0% | 減碼 |
| United Bank | 103,346 | $1,499 萬 | 1.97% | +2,443+2.4% | 加碼 |
| Rothschild Capital Partners, LLC | 103,147 | $1,496 萬 | 5.85% | 00.0% | 不變 |
| Transform Wealth, LLC | 102,994 | $1,494 萬 | 1.58% | −20,959−16.9% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 102,909 | $1,492 萬 | 0.80% | +35,318+52.3% | 加碼 |
| Empirical Finance, LLC | 102,357 | $1,484 萬 | 1.09% | +9,661+10.4% | 加碼 |
| Torray LLC | 102,159 | $1,482 萬 | 2.61% | −3,109−3.0% | 減碼 |
| First Citizens Bank & Trust Co | 101,919 | $1,478 萬 | 0.29% | −12,127−10.6% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 101,899 | $1,478 萬 | 1.15% | −3,004−2.9% | 減碼 |
| BTC Capital Management, Inc. | 101,844 | $1,477 萬 | 1.70% | +3,903+4.0% | 加碼 |
| Fiduciary Group LLC | 101,741 | $1,475 萬 | 1.88% | −901−0.9% | 減碼 |
| Brown Brothers Harriman & Co | 101,656 | $1,474 萬 | 0.13% | +2,256+2.3% | 加碼 |
| Perfromance Wealth Partners, LLC | 101,644 | $1,474 萬 | 0.72% | −215−0.2% | 減碼 |
| CSM Advisors, LLC | 101,509 | $1,473 萬 | 1.28% | −1,640−1.6% | 減碼 |
| Freestone Capital Holdings, LLC | 101,483 | $1,472 萬 | 0.78% | +10,634+11.7% | 加碼 |
| Quantinno Capital Management LP | 100,795 | $1,462 萬 | 0.67% | +21,365+26.9% | 加碼 |
| First American Trust, FSB | 100,789 | $1,462 萬 | 2.07% | −1,821−1.8% | 減碼 |
| Curi Capital | 100,660 | $1,460 萬 | 2.24% | −6,151−5.8% | 減碼 |
| Artemis Investment Management LLP | 100,506 | $1,457 萬 | 0.20% | +7,533+8.1% | 加碼 |
| Farmers Trust Co | 100,336 | $1,455 萬 | 3.36% | +4,801+5.0% | 加碼 |
| Empowered Funds, LLC | 100,178 | $1,453 萬 | 0.43% | +5,334+5.6% | 加碼 |
| Spire Wealth Management | 99,713 | $1,446 萬 | 0.55% | +50,176+101.3% | 加碼 |
| United Asset Strategies, Inc. | 99,094 | $1,437 萬 | 1.86% | −3,152−3.1% | 減碼 |
| Meiji Yasuda Life Insurance Co | 98,857 | $1,434 萬 | 0.38% | +22,407+29.3% | 加碼 |
| Miramar Capital, LLC | 98,519 | $1,429 萬 | 3.88% | −27,323−21.7% | 減碼 |
| Alerus Financial NA | 98,477 | $1,428 萬 | 1.26% | +34,344+53.6% | 加碼 |
| Wedbush Securities Inc | 97,945 | $1,420 萬 | 0.71% | −4,204−4.1% | 減碼 |
| Yarbrough Capital, LLC | 97,875 | $1,419 萬 | 0.83% | 00.0% | 不變 |
| Ossiam | 97,725 | $1,417 萬 | 0.25% | +51,828+112.9% | 加碼 |
| Private Asset Management Inc | 96,494 | $1,399 萬 | 3.29% | −15,460−13.8% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 96,242 | $1,396 萬 | 0.65% | +7,084+7.9% | 加碼 |
| First Financial Bank - Trust Division | 95,927 | $1,391 萬 | 1.53% | −2,591−2.6% | 減碼 |
| Moneta Group Investment Advisors LLC | 95,871 | $1,390 萬 | 0.32% | −52−0.1% | 減碼 |
| Thoroughbred Financial Services, LLC | 95,823 | $1,390 萬 | 1.36% | +32,583+51.5% | 加碼 |
| Baxter Bros Inc | 95,780 | $1,389 萬 | 2.11% | −4,774−4.7% | 減碼 |
| Wetherby Asset Management Inc | 95,764 | $1,389 萬 | 0.79% | +2,430+2.6% | 加碼 |
| Assenagon Asset Management S.A. | 95,539 | $1,386 萬 | 0.05% | +1,817+1.9% | 加碼 |
| Courier Capital LLC | 95,313 | $1,382 萬 | 1.15% | −3,343−3.4% | 減碼 |
| Edge Wealth Management LLC | 95,238 | $1,381 萬 | 3.23% | −1,112−1.2% | 減碼 |
| Ledyard National Bank | 95,054 | $1,378 萬 | 1.57% | +1,114+1.2% | 加碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 94,916 | $1,377 萬 | 1.60% | −2,829−2.9% | 減碼 |
| Westchester Capital Management, Inc. | 94,587 | $1,372 萬 | 3.93% | +245+0.3% | 加碼 |
| Greenwood Gearhart Inc | 94,551 | $1,371 萬 | 1.62% | +1,315+1.4% | 加碼 |
| Ashburton (Jersey) Ltd | 93,912 | $1,366 萬 | 6.65% | 00.0% | 不變 |
| Vancity Investment Management Ltd | 94,167 | $1,366 萬 | 1.77% | 00.0% | 不變 |
| Livforsakringsbolaget Skandia, Omsesidigt | 94,092 | $1,365 萬 | 1.50% | +1,800+2.0% | 加碼 |
| Peak Asset Management, LLC | 93,908 | $1,362 萬 | 3.29% | −551−0.6% | 減碼 |
| Sawtooth Solutions, LLC | 93,609 | $1,358 萬 | 0.44% | −8,683−8.5% | 減碼 |
| Vantage Investment Partners, LLC | 93,188 | $1,351 萬 | 1.77% | +5,685+6.5% | 加碼 |
| Rossmore Private Capital | 93,057 | $1,350 萬 | 2.04% | −109−0.1% | 減碼 |
| Cincinnati Casualty Co | 93,000 | $1,349 萬 | 8.61% | 00.0% | 不變 |
| Cincinnati Specialty Underwriters Insurance CO | 93,000 | $1,349 萬 | 5.14% | 00.0% | 不變 |
| CCM Investment Advisers LLC | 92,854 | $1,347 萬 | 1.86% | +407+0.4% | 加碼 |
| New England Asset Management Inc | 92,790 | $1,346 萬 | 2.21% | −5,552−5.6% | 減碼 |