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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。

其他股別AMJBVYLDJPM.PCJPM.PDJPM.PJJPM.PKJPM.PLJPM.PM

2023 年第 4 季與 2023 年第 3 季比較

持有 JPMorgan Chase & Co 的機構從 2023 年第 3 季到 2023 年第 4 季的變化。

2023 年第 4 季全部持有人2023 年第 3 季全部持有人

JPM 的 13F 持有人:2023 年第 3 季與 2023 年第 4 季比較
項目2023 年第 3 季其中尚未申報 2023 年第 4 季2023 年第 4 季變化
持有家數3,710654,001+356
股數20.5 億563.5 萬20.7 億+2,713 萬 (+1.3%)
市值$2,970 億$8.17 億$3,518 億+$556.3 億 (+18.8%)

65 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 季:沒申報不算清倉,所以變化不計入它們。

新進機構(459 家)

2023 年第 4 季季末持有 JPMorgan Chase & Co、2023 年第 3 季季末沒有持有的機構。

依市值列出前 100 家,共 459 家。

2023 年第 4 季新進 JPM 的機構
機構股數市值佔組合 %
Unisphere Establishment5,600,000$9.53 億9.85%
Kames Capital plc1,072,836$1.83 億2.91%
Renaissance Technologies LLC893,193$1.52 億0.24%
First Financial Bankshares Inc834,843$1.42 億3.41%
Aware Super Pty Ltd as trustee of Aware Super317,953$1.02 億1.41%
Colony Group, LLC556,793$9,471 萬1.24%
Actiam N.V.622,006$9,406 萬3.90%
Capitolis Liquid Global Markets LLC550,000$9,356 萬3.85%
Sculptor Capital LP477,300$8,119 萬2.04%
Groupama Asset Managment469,646$7,991 萬2.08%
Degroof Petercam Asset Management457,383$7,780 萬1.02%
Pathstone Holdings, LLC410,466$7,008 萬0.38%
Sapient Capital LLC375,062$6,380 萬1.65%
Susquehanna Portfolio Strategies, LLC304,609$5,181 萬0.92%
JPB Foundation299,855$5,101 萬5.47%
Aquatic Capital Management LLC251,800$4,283 萬1.09%
Sanibel Captiva Trust Company, Inc.236,558$4,024 萬1.48%
HighPoint Advisor Group LLC186,490$3,633 萬2.61%
Clear Street LLC200,000$3,402 萬1.67%
FreeGulliver LLC190,908$3,247 萬43.11%
Rothschild Investment LLC171,033$2,909 萬2.44%
Trexquant Investment LP166,261$2,828 萬0.64%
Smith Group Asset Management, LLC166,212$2,827 萬1.65%
VGI Partners Ltd156,236$2,658 萬2.83%
Focus Financial Network Inc150,980$2,568 萬0.97%
Cantor Fitzgerald Investment Adviser L.P.149,589$2,545 萬1.97%
Natixis Investment Managers International146,240$2,488 萬1.76%
Foster Dykema Cabot & Partners, LLC139,800$2,378 萬2.52%
Exane Asset Management126,800$2,157 萬18.31%
Mesirow Financial Investment Management, Inc.300,089$1,950 萬0.71%
Cullen Investment Group, Ltd.101,101$1,720 萬3.01%
Tritonpoint Wealth, LLC100,642$1,712 萬1.67%
Harbour Trust & Investment Management Co92,124$1,567 萬2.21%
GLOBALT Investments LLC77,997$1,327 萬0.55%
Barlow Wealth Partners, Inc.77,923$1,325 萬1.88%
Point72 Asset Management, L.P.77,630$1,320 萬0.04%
FJ Investments, LLC75,404$1,283 萬0.61%
TAM Capital Management Inc.71,757$1,221 萬8.14%
Concurrent Investment Advisors, LLC68,218$1,160 萬0.55%
Generate Investment Management Ltd65,069$1,107 萬0.96%
Spectrum Wealth Counsel, LLC60,847$1,035 萬1.43%
Access Investment Management LLC60,000$1,021 萬3.81%
Trueblood Wealth Management, LLC56,652$963.7 萬6.05%
Principal Securities, Inc.56,650$963.6 萬0.36%
HTLF Bank56,603$962.8 萬1.14%
GAMMA Investing LLC51,737$902.1 萬2.44%
Embree Financial Group48,152$819.1 萬1.72%
Wetzel Investment Advisors, Inc.47,015$799.7 萬4.91%
Arvest Investments, Inc.45,800$779.1 萬1.27%
AlTi Global, Inc.44,404$755.3 萬0.23%
Stablepoint Partners, LLC43,440$738.9 萬1.89%
DLK Investment Management, LLC38,227$650.2 萬2.96%
MSA Advisors, LLC37,150$631.9 萬2.20%
Myriad Asset Management US LP36,880$627.3 萬3.47%
MN Wealth Advisors, LLC35,353$601.4 萬4.14%
International Assets Investment Management, LLC323,532$598.4 萬0.76%
Arete Wealth Advisors, LLC34,862$585.3 萬0.45%
Turtle Creek Wealth Advisors, LLC33,780$574.6 萬1.69%
Bell & Brown Wealth Advisors, LLC33,706$573.4 萬2.66%
Napa Wealth Management33,641$572.2 萬3.11%
Everpar Advisors LLC32,302$549.5 萬2.56%
Stonebrook Private Inc.30,375$516.7 萬1.73%
MYDA Advisors LLC30,000$510.3 萬2.25%
Berry Wealth Group, LP29,930$509.1 萬4.68%
Rockline Wealth Management, LLC29,874$508.2 萬2.11%
Trust Point Inc.29,321$498.8 萬0.41%
Evergreen Private Wealth LLC29,221$497.0 萬2.68%
Invera Wealth Advisors, LLC27,832$473.4 萬2.96%
Midland Wealth Advisors LLC26,860$456.9 萬0.31%
Ables, Iannone, Moore & Associates, Inc.26,189$445.5 萬3.40%
Signature Wealth Management Group25,728$437.6 萬2.02%
Morton Community Bank24,822$422.2 萬1.38%
Tyche Wealth Partners LLC24,769$421.3 萬1.02%
Premier Path Wealth Partners, LLC24,087$408.0 萬0.90%
Gilliland Jeter Wealth Management LLC23,954$407.5 萬1.69%
Patrick M Sweeney & Associates, Inc23,940$407.2 萬3.72%
Brevan Howard Capital Management LP23,882$406.2 萬0.41%
Steward Partners Investment Solutions, LLC23,836$405.5 萬1.69%
Handelsinvest Investeringsforvaltning23,483$399.4 萬1.63%
Central Valley Advisors, LLC23,011$391.4 萬2.30%
Maxwell Wealth Strategies Inc.22,850$388.7 萬2.54%
Mirabaud & Cie SA22,812$388.0 萬1.29%
Quadcap Wealth Management, LLC22,553$383.6 萬0.99%
Strategic Planning Group, LLC21,121$359.3 萬1.19%
Canopy Partners, LLC20,570$349.9 萬2.13%
Capital Investment Counsel, LLC20,151$342.8 萬1.29%
Advent Capital Management20,000$340.2 萬0.08%
Cetera Trust Company, N.A19,766$336.2 萬2.10%
Raelipskie Partnership19,517$332.0 萬2.02%
Gold Investment Management Ltd.19,343$329.0 萬1.41%
Campbell & CO Investment Adviser LLC18,970$322.7 萬0.29%
MeadowBrook Investment Advisors LLC18,955$322.4 萬3.08%
Alexander Randolph Advisory, Inc.18,929$322.0 萬2.93%
Winton Group Ltd18,716$318.4 萬0.23%
Andrew Hill Investment Advisors, Inc.18,571$315.9 萬3.29%
Processus Wealth & Capital Management, LLC18,565$315.8 萬3.16%
Wynn Capital, LLC18,564$315.8 萬2.58%
Cove Private Wealth, LLC18,400$313.0 萬2.97%
Black Swift Group, LLC18,315$311.5 萬0.94%
Second Line Capital, LLC18,238$310.2 萬1.24%

清倉機構(103 家)

2023 年第 3 季季末持有 JPMorgan Chase & Co、2023 年第 4 季有申報但已經沒有持有的機構。

依市值列出前 100 家,共 103 家。

2023 年第 4 季清倉 JPM 的機構
機構2023 年第 3 季股數2023 年第 3 季市值
Cantor Fitzgerald, L. P.390,700$5,666 萬
IMC-Chicago, LLC282,486$4,097 萬
Laurion Capital Management LP207,669$3,012 萬
Mizuho Markets Americas LLC170,060$2,466 萬
Empyrean Capital Partners, LP128,000$1,856 萬
Vancity Investment Management Ltd94,167$1,366 萬
Genus Capital Management Inc.82,515$1,197 萬
Ally Financial Inc.72,000$1,044 萬
Waycross Partners, LLC65,703$952.8 萬
Twin Tree Management, LP61,108$886.2 萬
Gillson Capital LP54,097$784.5 萬
Parallax Volatility Advisers, L.P.51,723$750.1 萬
Tudor Investment Corp Et Al49,457$717.2 萬
Kiwi Wealth Investments Limited Partnership48,573$704.4 萬
ExodusPoint Capital Management, LP48,254$699.8 萬
Quattro Financial Advisors LLC47,700$691.7 萬
Gladius Capital Management LP44,796$649.6 萬
Fund Management at Engine No. 1 LLC41,561$602.7 萬
Hudson Bay Capital Management LP40,000$580.1 萬
Hyperion Capital Advisors LP38,624$560.1 萬
MSD Partners, L.P.37,500$543.8 萬
Unigestion Holding SA37,052$537.3 萬
Walleye Trading LLC35,186$510.3 萬
Silphium Asset Management Ltd34,000$493.1 萬
Gates Foundation Trust大師蓋茲基金會信託29,600$429.3 萬
FengHe Fund Management Pte. Ltd.26,800$388.7 萬
Fullerton Fund Management Co Ltd.26,266$380.9 萬
Caas Capital Management LP25,645$371.9 萬
Evoke Wealth, LLC25,269$366.5 萬
Team Hewins, LLC24,953$361.9 萬
Alphadyne Asset Management LP22,365$324.3 萬
HAP Trading, LLC21,177$307.1 萬
C2C Wealth Management, LLC19,732$282.4 萬
Eisler Capital (US) LLC18,706$271.3 萬
Monograph Wealth Advisors, LLC17,040$247.1 萬
Landscape Capital Management, L.L.C.16,909$245.2 萬
Rollins Financial16,307$236.5 萬
Dark Forest Capital Management LP15,934$231.1 萬
Cohen Lawrence B15,923$230.9 萬
BigSur Wealth Management LLC15,303$221.9 萬
Connolly Sarah T.13,415$194.5 萬
Readystate Asset Management LP12,430$180.3 萬
Lighthouse Investment Partners, LLC12,162$176.4 萬
Axq Capital, LP11,400$165.3 萬
Bessemer Securities LLC11,170$162.0 萬
NWK Group, Inc.10,791$156.5 萬
Wolverine Asset Management LLC10,614$153.9 萬
Taika Capital, LP10,320$149.7 萬
Credit Capital Investments LLC10,300$149.4 萬
Equitec Proprietary Markets, LLC9,700$140.7 萬
Lavaca Capital LLC9,572$138.8 萬
Greenup Street Wealth Management LLC9,310$135.0 萬
Savoie Capital LLC9,084$131.7 萬
Members Capital Advisors Inc8,940$129.6 萬
PDT Partners, LLC8,050$116.7 萬
Lumina Fund Management LLC7,500$108.8 萬
Mizuho Markets Cayman LP7,211$104.6 萬
Paragon Advisors, LLC6,780$98.3 萬
Twinbeech Capital LP4,424$64.2 萬
Phocas Financial Corp.4,041$58.6 萬
Central Asset Investments & Management Holdings (HK) Ltd3,900$56.6 萬
Bridge Advisory, LLC3,778$54.8 萬
Goldstream Capital Management Ltd3,656$53.0 萬
Syntal Capital Partners, LLC3,625$52.6 萬
Milestone Investment Advisors LLC3,308$48.0 萬
Westwood Management Corp3,300$47.9 萬
Rock Creek Group, LP3,154$45.7 萬
Trellis Advisors, LLC3,122$45.3 萬
Sycomore Asset Management3,000$43.7 萬
Par Capital Management Inc3,000$43.5 萬
Chiron Capital Management, LLC2,908$42.2 萬
Deuterium Capital Management, LLC2,736$39.3 萬
H&H Retirement Design & Management INC2,609$38.6 萬
Echo Street Capital Management LLC2,614$37.9 萬
Cable Hill Partners, LLC2,437$35.3 萬
Shay Capital LLC2,400$34.8 萬
Hapanowicz & Associates Financial Services, Inc2,259$32.8 萬
Strategic Financial Concepts, LLC2,193$31.8 萬
Rooted Wealth Advisors, Inc.2,048$31.3 萬
CSS LLC2,100$30.5 萬
Raub Brock Capital Management LP1,922$27.9 萬
LaSalle St. Investment Advisors, LLC1,903$27.6 萬
Litman Gregory Asset Management LLC1,834$26.6 萬
Barings LLC1,790$26.0 萬
Engineers Gate Manager LP1,758$25.5 萬
RIA Advisory Group LLC1,724$25.0 萬
Carroll Investors, Inc1,546$22.8 萬
Parkside Advisors LLC1,481$21.5 萬
ShoreHaven Wealth Partners, LLC1,474$21.4 萬
Ellis Investment Partners, LLC1,465$21.2 萬
Rezny Wealth Management, Inc.1,410$20.4 萬
Wealth Advisors of Tampa Bay, LLC1,402$20.3 萬
Teramo Advisors, LLC1,000$14.5 萬
RVW Wealth, LLC868$12.6 萬
SkyView Investment Advisors, LLC548$7.90 萬
Legacy Financial Group LLC400$5.80 萬
Briaud Financial Planning, Inc277$4.00 萬
Capula Management Ltd237$3.44 萬
West Financial Advisors, LLC70$1.02 萬
Thomas J. Herzfeld Advisors, Inc.61$8,846

尚未申報 2023 年第 4 季的機構(65 家)

2023 年第 3 季季末持有 JPMorgan Chase & Co、還沒有申報 2023 年第 4 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2023 年第 3 季持有 JPM、尚未申報 2023 年第 4 季的機構
機構2023 年第 3 季股數2023 年第 3 季市值
First Republic Investment Management, Inc.1,745,109$2.53 億
Virginia Retirement Systems Et Al602,638$8,739 萬
Colony Group LLC558,977$8,106 萬
Bryn Mawr Trust Co238,184$3,454 萬
Pathstone Family Office, LLC236,172$3,446 萬
PM Capital Ltd208,929$3,030 萬
Polaris Wealth Advisory Group, LLC201,226$2,918 萬
Payden & Rygel Investment Group196,680$2,852 萬
Front Barnett Associates LLC186,351$2,703 萬
Advisor Partners II, LLC182,619$2,648 萬
Rothschild Investment Corp165,058$2,394 萬
Foster Dykema Cabot & Co Inc147,344$2,137 萬
BTC Capital Management, Inc.101,844$1,477 萬
Private Asset Management Inc96,494$1,399 萬
Gyroscope Capital Management Group, LLC71,714$1,040 萬
Ropes Wealth Advisors LLC67,450$978.2 萬
Mark Stevens59,632$864.8 萬
Cyrus J. Lawrence, LLC58,392$846.8 萬
Key Bridge Compliance, LLC50,440$731.5 萬
Focus Financial Network, Inc.34,274$497.0 萬
Tradewinds, LLC.33,289$482.8 萬
Saber Capital Managment, LLC32,389$469.7 萬
Bedel Financial Consulting Inc32,088$465.3 萬
Comerica Securities,inc.31,797$461.1 萬
Tiedemann Advisors, LLC31,423$455.7 萬
Goodwin Daniel L27,450$398.1 萬
Sweeney & Michel, LLC21,530$311.6 萬
KCS Wealth Advisory20,839$302.2 萬
Sutton Wealth Advisors Inc.15,408$223.4 萬
Mastrapasqua Asset Management Inc13,432$194.8 萬
V Wealth Advisors LLC11,987$173.8 萬
Odey Asset Management LLP11,475$166.4 萬
Bassett Hargrove Investment Counsel, LLC9,539$138.3 萬
Community Financial Services Group, LLC9,334$135.4 萬
Windsor Group LTD9,060$131.4 萬
Innovis Asset Management LLC8,837$128.2 萬
Triad Financial Advisors, Inc.8,526$123.6 萬
Icon Wealth Partners, LLC7,878$114.2 萬
Community Capital Management, Inc.7,600$110.2 萬
Amica Retiree Medical Trust7,073$102.6 萬
Column Capital Advisors, LLC7,054$102.3 萬
QP Wealth Management, LLC6,495$94.2 萬
Steward Financial Group LLC6,466$93.7 萬
KLK Capital Management LLC5,917$85.8 萬
Old North State Trust, LLC4,280$62.1 萬
Karani Asset Management LLC4,000$58.0 萬
Corundum Trust Company, INC3,933$57.0 萬
Kenfarb & Co.3,562$51.7 萬
J2 Capital Management Inc3,440$49.9 萬
Capital Financial Planning, LLC2,874$41.7 萬
Wealth Management Solutions, LLC2,778$40.3 萬
Wealth Advisors, Inc.2,612$37.9 萬
Coury Firm Asset Management LLC2,517$36.5 萬
Milestone Advisory Partners2,446$35.5 萬
PRW Wealth Management LLC2,581$35.5 萬
Truadvice, LLC2,319$34.0 萬
Forefront Wealth Management Inc.2,306$33.4 萬
Madison Wealth Management2,202$31.9 萬
Cornerstone Retirement Group, Inc.2,092$30.3 萬
Clientfirst Wealth Management, LLC1,504$21.7 萬
KB Financial Partners, LLC1,363$19.8 萬
WFA of San Diego, LLC1,264$18.3 萬
Antonetti Capital Management LLC629$9.12 萬
Sturgeon Ventures LLP115$1.67 萬
Johnson Midwest Financial, LLC98$1.42 萬