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 5,158 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 | 5,158 | $6,437 億 |
| 2026 年第 1 季 | 5,103 | $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 | 4,680 | $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 | 3,710 | $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 | 3,628 | $2,783 億 |
| 2022 年第 3 季 | 3,395 | $2,129 億 |
| 2022 年第 2 季 | 3,427 | $2,293 億 |
| 2022 年第 1 季 | 3,519 | $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 |
|---|---|---|---|---|---|
| PEAK6 Investments LLC | 92,573 | $1,342 萬 | 0.66% | +23,120+33.3% | 加碼 |
| Strategic Investment Solutions, Inc. | 89,362 | $1,339 萬 | 0.17% | +87,964+6,292.1% | 加碼 |
| Sand Hill Global Advisors, LLC | 92,173 | $1,337 萬 | 0.74% | −1,091−1.2% | 減碼 |
| Middleton & Co Inc | 91,949 | $1,333 萬 | 1.84% | −2,711−2.9% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 91,727 | $1,330 萬 | 0.36% | −452−0.5% | 減碼 |
| GHP Investment Advisors, Inc. | 89,805 | $1,329 萬 | 0.81% | +1,444+1.6% | 加碼 |
| Annex Advisory Services, LLC | 91,474 | $1,327 萬 | 0.80% | +13,639+17.5% | 加碼 |
| Biondo Investment Advisors, LLC | 91,346 | $1,325 萬 | 2.50% | +927+1.0% | 加碼 |
| Mutual Advisors, LLC | 91,261 | $1,323 萬 | 0.52% | +232+0.3% | 加碼 |
| Kornitzer Capital Management Inc | 91,066 | $1,321 萬 | 0.27% | +337+0.4% | 加碼 |
| Overbrook Management Corp | 90,947 | $1,319 萬 | 3.07% | −517−0.6% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 90,850 | $1,318 萬 | 0.51% | −5,101−5.3% | 減碼 |
| Woodley Farra Manion Portfolio Management Inc | 90,650 | $1,315 萬 | 0.88% | −13,315−12.8% | 減碼 |
| Telemus Capital, LLC | 90,460 | $1,312 萬 | 1.21% | −5,568−5.8% | 減碼 |
| Cincinnati Financial Corp | 90,000 | $1,305 萬 | 0.32% | 00.0% | 不變 |
| Beese Fulmer Investment Management, Inc. | 89,782 | $1,302 萬 | 1.47% | +364+0.4% | 加碼 |
| Forum Financial Management, LP | 89,369 | $1,296 萬 | 0.29% | +110.0% | 加碼 |
| Capstone Investment Advisors, LLC | 88,736 | $1,287 萬 | 0.34% | +87,797+9,350.1% | 加碼 |
| Grimes & Company, Inc. | 88,622 | $1,285 萬 | 0.50% | −151−0.2% | 減碼 |
| TD Private Client Wealth LLC | 88,489 | $1,283 萬 | 0.56% | −11,082−11.1% | 減碼 |
| Leavell Investment Management, Inc. | 88,112 | $1,278 萬 | 0.89% | +94+0.1% | 加碼 |
| Talbot Financial, LLC | 88,080 | $1,277 萬 | 2.23% | +169+0.2% | 加碼 |
| CWA Asset Management Group, LLC | 87,926 | $1,275 萬 | 0.94% | +2,092+2.4% | 加碼 |
| Earnest Partners LLC | 87,684 | $1,272 萬 | 0.07% | −4,906−5.3% | 減碼 |
| James Investment Research Inc | 87,668 | $1,271 萬 | 1.68% | −694−0.8% | 減碼 |
| Montag A & Associates Inc | 87,603 | $1,270 萬 | 0.80% | +617+0.7% | 加碼 |
| Pallas Capital Advisors LLC | 92,438 | $1,270 萬 | 0.77% | +5,620+6.5% | 加碼 |
| Trust Co of Toledo NA | 87,432 | $1,268 萬 | 2.49% | +4,208+5.1% | 加碼 |
| Viking Fund Management LLC | 87,000 | $1,262 萬 | 2.54% | −6,000−6.5% | 減碼 |
| Tufton Capital Management | 86,897 | $1,260 萬 | 2.81% | −135−0.2% | 減碼 |
| Sowell Financial Services LLC | 86,851 | $1,260 萬 | 0.79% | +15,178+21.2% | 加碼 |
| Hudson Valley Investment Advisors Inc | 86,789 | $1,259 萬 | 1.77% | +301+0.3% | 加碼 |
| JB Capital LLC | 86,738 | $1,258 萬 | 1.06% | +5,736+7.1% | 加碼 |
| Cohen Capital Management, Inc. | 86,553 | $1,255 萬 | 2.57% | 00.0% | 不變 |
| Hoylecohen, LLC | 86,367 | $1,252 萬 | 1.16% | +282+0.3% | 加碼 |
| Charter Trust Co | 86,241 | $1,251 萬 | 1.00% | −1,642−1.9% | 減碼 |
| SG Americas Securities, LLC | 85,971 | $1,247 萬 | 0.17% | −8,652−9.1% | 減碼 |
| Novare Capital Management LLC | 85,781 | $1,244 萬 | 1.40% | −696−0.8% | 減碼 |
| Means Investment Co., Inc. | 85,770 | $1,244 萬 | 2.04% | −3,948−4.4% | 減碼 |
| Lyell Wealth Management, LP | 85,603 | $1,241 萬 | 1.67% | −1,366−1.6% | 減碼 |
| Matthew 25 Management Corp | 85,000 | $1,233 萬 | 4.69% | 00.0% | 不變 |
| Bright Rock Capital Management, LLC | 85,000 | $1,233 萬 | 3.01% | 00.0% | 不變 |
| Schnieders Capital Management LLC | 84,556 | $1,226 萬 | 2.75% | −1,877−2.2% | 減碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 84,520 | $1,226 萬 | 2.61% | +3,340+4.1% | 加碼 |
| Bleakley Financial Group, LLC | 84,460 | $1,225 萬 | 0.43% | −7,208−7.9% | 減碼 |
| Diversified Trust Co | 84,353 | $1,223 萬 | 0.46% | −30,903−26.8% | 減碼 |
| Grand Jean Capital Management Inc | 83,443 | $1,221 萬 | 3.79% | 00.0% | 不變 |
| Dorsey & Whitney Trust CO LLC | 83,905 | $1,217 萬 | 1.06% | +1,085+1.3% | 加碼 |
| Palisade Asset Management, LLC | 83,801 | $1,215 萬 | 1.48% | +380.0% | 加碼 |
| Everence Capital Management Inc | 83,705 | $1,214 萬 | 0.94% | +8,280+11.0% | 加碼 |
| Eagle Rock Investment Company, LLC | 83,063 | $1,205 萬 | 2.72% | −2,993−3.5% | 減碼 |
| Allworth Financial LP | 82,789 | $1,201 萬 | 0.10% | +3,158+4.0% | 加碼 |
| Procyon Private Wealth Partners, LLC | 82,605 | $1,198 萬 | 1.23% | +13,530+19.6% | 加碼 |
| Genus Capital Management Inc. | 82,515 | $1,197 萬 | 1.88% | +12,520+17.9% | 加碼 |
| Community Bank, N.A. | 82,489 | $1,196 萬 | 1.68% | −1,213−1.4% | 減碼 |
| Apollon Wealth Management, LLC | 82,309 | $1,194 萬 | 0.60% | −1,422−1.7% | 減碼 |
| Rice Partnership, LLC | 82,234 | $1,193 萬 | 3.38% | +520+0.6% | 加碼 |
| Cannell Peter B & Co Inc | 82,233 | $1,193 萬 | 0.41% | +407+0.5% | 加碼 |
| Stockman Wealth Management, Inc. | 82,069 | $1,190 萬 | 2.62% | −3,049−3.6% | 減碼 |
| Integrated Advisors Network LLC | 81,994 | $1,189 萬 | 0.73% | −1,564−1.9% | 減碼 |
| Haverford Financial Services, Inc. | 81,881 | $1,187 萬 | 3.83% | −228−0.3% | 減碼 |
| Strategic Global Advisors, LLC | 81,587 | $1,183 萬 | 1.97% | −4,082−4.8% | 減碼 |
| Quantitative Investment Management, LLC | 81,517 | $1,182 萬 | 1.82% | +81,517 | 新進 |
| Woodmont Investment Counsel LLC | 81,421 | $1,181 萬 | 1.25% | −425−0.5% | 減碼 |
| Chicago Partners Investment Group LLC | 83,434 | $1,176 萬 | 0.63% | −5,052−5.7% | 減碼 |
| FourThought Financial Partners, LLC | 81,084 | $1,176 萬 | 1.64% | −156−0.2% | 減碼 |
| We Are One Seven, LLC | 81,080 | $1,176 萬 | 0.92% | +2,568+3.3% | 加碼 |
| Fort Sheridan Advisors LLC | 80,738 | $1,171 萬 | 2.66% | +3,976+5.2% | 加碼 |
| Burns J W & Co Inc | 80,560 | $1,168 萬 | 1.89% | −825−1.0% | 減碼 |
| Coldstream Capital Management Inc | 80,061 | $1,161 萬 | 0.38% | +1,795+2.3% | 加碼 |
| General American Investors Co Inc | 80,000 | $1,160 萬 | 1.04% | 00.0% | 不變 |
| Stratos Wealth Advisors, LLC | 79,976 | $1,160 萬 | 0.77% | +18,601+30.3% | 加碼 |
| Valicenti Advisory Services Inc | 79,891 | $1,159 萬 | 3.96% | +2,220+2.9% | 加碼 |
| Thompson Investment Management, Inc. | 79,629 | $1,155 萬 | 2.05% | −2,035−2.5% | 減碼 |
| Pictet North America Advisors SA | 79,419 | $1,152 萬 | 1.64% | −14,226−15.2% | 減碼 |
| Transcend Wealth Collective, LLC | 79,272 | $1,150 萬 | 1.12% | −1,345−1.7% | 減碼 |
| Sigma Planning Corp | 79,118 | $1,147 萬 | 0.43% | −6,570−7.7% | 減碼 |
| GAM Holding AG | 78,971 | $1,145 萬 | 0.85% | −266−0.3% | 減碼 |
| King Wealth | 78,616 | $1,140 萬 | 2.40% | +530+0.7% | 加碼 |
| Shell Asset Management Co | 78,450 | $1,138 萬 | 0.47% | −10,871−12.2% | 減碼 |
| Whitener Capital Management, Inc. | 78,402 | $1,137 萬 | 4.55% | −318−0.4% | 減碼 |
| Lockheed Martin Investment Management Co | 80,770 | $1,137 萬 | 0.87% | −13,600−14.4% | 減碼 |
| Picton Mahoney Asset Management | 78,237 | $1,135 萬 | 0.52% | +44,047+128.8% | 加碼 |
| Archon Partners LLC | 78,000 | $1,131 萬 | 1.77% | +78,000 | 新進 |
| Circle Wealth Management, LLC | 77,779 | $1,128 萬 | 0.28% | +2,448+3.2% | 加碼 |
| Barometer Capital Management Inc. | 78,193 | $1,126 萬 | 3.55% | +19,135+32.4% | 加碼 |
| Punch & Associates Investment Management, Inc. | 77,430 | $1,123 萬 | 0.72% | +644+0.8% | 加碼 |
| Connors Investor Services Inc | 77,345 | $1,122 萬 | 1.38% | +410+0.5% | 加碼 |
| Winslow Asset Management Inc | 77,059 | $1,118 萬 | 2.59% | −1,398−1.8% | 減碼 |
| Horizon Investments, LLC | 77,341 | $1,113 萬 | 0.34% | −717−0.9% | 減碼 |
| German American Bancorp, Inc. | 76,703 | $1,112 萬 | 1.62% | +1,183+1.6% | 加碼 |
| Telos Capital Management, Inc. | 76,360 | $1,107 萬 | 1.54% | −730−0.9% | 減碼 |
| 1st Source Bank | 76,312 | $1,107 萬 | 0.75% | −354−0.5% | 減碼 |
| Iowa State Bank | 76,201 | $1,105 萬 | 2.87% | −340−0.4% | 減碼 |
| Alberta Investment Management Corp | 76,100 | $1,104 萬 | 0.12% | 00.0% | 不變 |
| Hennessy Advisors Inc | 76,050 | $1,103 萬 | 0.77% | −7,400−8.9% | 減碼 |
| Simmons Bank | 75,973 | $1,102 萬 | 0.98% | −2,470−3.1% | 減碼 |
| Sumitomo Mitsui Financial Group, Inc. | 75,956 | $1,102 萬 | 0.35% | +3,742+5.2% | 加碼 |
| WoodTrust Financial Corp | 75,931 | $1,101 萬 | 2.11% | +90.0% | 加碼 |
| North Star Asset Management Inc | 75,903 | $1,101 萬 | 0.63% | −84−0.1% | 減碼 |