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 4 季 13F 持有人
JPMorgan Chase & Co 在 2023/12/31 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
- 4,002
- 較 2023 年第 3 季 +356 家
- 持有股數
- 20.7 億
- 較 2023 年第 3 季 +2,713 萬 (+1.3%)
- 總市值
- $3,518 億
- 較 2023 年第 3 季 +$556.3 億 (+18.8%)
- 新進機構
- 459
- 另有 1,575 家加碼
- 清倉機構
- 103
- 另有 1,643 家減碼
另有 65 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Fortis Capital Advisors, LLC | 3,960 | $67.4 萬 | 0.37% | −97−2.4% | 減碼 |
| Mogy Joel R Investment Counsel Inc | 3,966 | $67.5 萬 | 0.05% | 00.0% | 不變 |
| Garden State Investment Advisory Services LLC | 3,984 | $67.8 萬 | 0.28% | −27−0.7% | 減碼 |
| Kaydan Wealth Management, Inc. | 3,985 | $67.8 萬 | 0.28% | −21−0.5% | 減碼 |
| Bruce G. Allen Investments, LLC | 3,985 | $67.8 萬 | 0.62% | +3,985 | 新進 |
| Kohmann Bosshard Financial Services, LLC | 3,987 | $67.8 萬 | 0.10% | +319+8.7% | 加碼 |
| Harbor Group, Inc. | 3,998 | $68.0 萬 | 0.19% | +344+9.4% | 加碼 |
| Holistic Planning, LLC | 4,029 | $68.5 萬 | 0.58% | +4,029 | 新進 |
| Portland Global Advisors LLC | 4,047 | $68.8 萬 | 0.10% | +245+6.4% | 加碼 |
| Robinson Smith Wealth Advisors LLC | 4,057 | $69.0 萬 | 0.68% | +4,057 | 新進 |
| Cassia Capital Partners, LLC | 4,069 | $69.2 萬 | 0.57% | +183+4.7% | 加碼 |
| Plato Investment Management Ltd | 4,070 | $69.2 萬 | 0.85% | +4,070 | 新進 |
| Investmark Advisory Group LLC | 4,074 | $69.3 萬 | 0.41% | −157−3.7% | 減碼 |
| ASB Consultores, LLC | 4,076 | $69.3 萬 | 0.23% | −4,068−50.0% | 減碼 |
| Humankind Investments LLC | 4,079 | $69.4 萬 | 0.21% | −132−3.1% | 減碼 |
| Sage Private Wealth Group, LLC | 4,080 | $69.4 萬 | 0.62% | +87+2.2% | 加碼 |
| Warther Private Wealth, LLC | 4,087 | $69.5 萬 | 0.39% | −8,994−68.8% | 減碼 |
| Bridgewealth Advisory Group, LLC | 4,097 | $69.7 萬 | 0.53% | −135−3.2% | 減碼 |
| Cranbrook Wealth Management, LLC | 4,110 | $69.9 萬 | 0.19% | +95+2.4% | 加碼 |
| GPS Wealth Strategies Group, LLC | 4,111 | $69.9 萬 | 0.13% | −559−12.0% | 減碼 |
| Castleview Partners, LLC | 4,120 | $70.1 萬 | 0.49% | +1,895+85.2% | 加碼 |
| Twin Focus Capital Partners, LLC | 4,122 | $70.1 萬 | 0.14% | 00.0% | 不變 |
| LWMG, LLC | 4,124 | $70.2 萬 | 0.17% | +168+4.2% | 加碼 |
| Dimension Capital Management LLC | 4,126 | $70.2 萬 | 0.15% | +182+4.6% | 加碼 |
| Security National Bank of So Dak | 4,161 | $70.8 萬 | 0.47% | −805−16.2% | 減碼 |
| Wimmer Associates 1, LLC | 4,165 | $70.8 萬 | 0.40% | −55−1.3% | 減碼 |
| Beirne Wealth Consulting Services, LLC | 4,164 | $70.9 萬 | 0.35% | +1,995+92.0% | 加碼 |
| Fiera Capital Corp | 4,175 | $71.0 萬 | 0.00% | 00.0% | 不變 |
| Essex Investment Management Co LLC | 4,177 | $71.1 萬 | 0.14% | −7,378−63.9% | 減碼 |
| Centric Wealth Management | 4,075 | $71.1 萬 | 0.23% | +130+3.3% | 加碼 |
| Sterling Group Wealth Management, LLC | 4,187 | $71.2 萬 | 0.55% | +20.0% | 加碼 |
| S. R. Schill & Associates | 4,188 | $71.2 萬 | 0.32% | +10+0.2% | 加碼 |
| Heritage Investment Group, Inc. | 4,191 | $71.3 萬 | 0.16% | +200+5.0% | 加碼 |
| Walden Wealth Partners LLC | 4,193 | $71.3 萬 | 0.45% | +4,193 | 新進 |
| Affinity Capital Advisors, LLC | 4,200 | $71.4 萬 | 0.17% | −300−6.7% | 減碼 |
| Callan Family Office, LLC | 4,203 | $71.5 萬 | 0.18% | +1,448+52.6% | 加碼 |
| Cape Investment Advisory, Inc. | 4,205 | $71.5 萬 | 0.35% | +651+18.3% | 加碼 |
| Gries Financial LLC | 4,208 | $71.6 萬 | 0.16% | −1,910−31.2% | 減碼 |
| R.H. Dinel Investment Counsel, Inc. | 4,217 | $71.7 萬 | 0.49% | 00.0% | 不變 |
| Carr Financial Group Corp | 4,221 | $71.8 萬 | 0.27% | 00.0% | 不變 |
| Taylor Financial Group, Inc. | 4,231 | $72.0 萬 | 0.59% | +4,231 | 新進 |
| Alan B. Lancz & Associates, Inc. | 4,233 | $72.0 萬 | 0.76% | 00.0% | 不變 |
| High Pines Wealth Management, LLC | 4,240 | $72.1 萬 | 1.10% | +384+10.0% | 加碼 |
| Nadler Financial Group, Inc. | 4,243 | $72.2 萬 | 0.10% | +37+0.9% | 加碼 |
| Mosley Wealth Management | 4,248 | $72.3 萬 | 0.71% | +4,248 | 新進 |
| New Vernon Investment Management LLC | 4,253 | $72.3 萬 | 0.83% | 00.0% | 不變 |
| HBW Advisory Services LLC | 4,264 | $72.5 萬 | 0.14% | −1,840−30.1% | 減碼 |
| Ssi Investment Management LLC | 4,264 | $72.5 萬 | 0.05% | −15−0.4% | 減碼 |
| Jacobsen Capital Management | 4,268 | $72.6 萬 | 0.37% | +509+13.5% | 加碼 |
| Apollon Financial, LLC | 4,274 | $72.7 萬 | 0.29% | +4,274 | 新進 |
| Cottonwood Capital Advisors, LLC | 4,277 | $72.8 萬 | 0.60% | +169+4.1% | 加碼 |
| Keystone Wealth Services, LLC | 4,279 | $72.8 萬 | 0.25% | −78−1.8% | 減碼 |
| Nottingham Advisors, Inc. | 4,283 | $72.9 萬 | 0.10% | +582+15.7% | 加碼 |
| Baron Wealth Management LLC | 4,284 | $72.9 萬 | 0.40% | +419+10.8% | 加碼 |
| Zimmermann Investment Management & Planning LLC | 4,291 | $73.0 萬 | 0.30% | +75+1.8% | 加碼 |
| Hillcrest Wealth Advisors - NY, LLC | 4,310 | $73.3 萬 | 0.40% | 00.0% | 不變 |
| Tyler-Stone Wealth Management | 4,311 | $73.3 萬 | 0.37% | −45−1.0% | 減碼 |
| Spartan Fund Management Inc. | 4,312 | $73.3 萬 | 0.90% | 00.0% | 不變 |
| Eldridge Investment Advisors, Inc. | 4,353 | $74.0 萬 | 0.19% | −206−4.5% | 減碼 |
| BCJ Capital Management, LLC | 4,355 | $74.1 萬 | 0.06% | +1,139+35.4% | 加碼 |
| First National Corp | 4,356 | $74.1 萬 | 0.18% | +48+1.1% | 加碼 |
| Pine Haven Investment Counsel, Inc | 4,357 | $74.1 萬 | 0.69% | −277−6.0% | 減碼 |
| Vigilare Wealth Management | 4,358 | $74.1 萬 | 0.38% | +10+0.2% | 加碼 |
| Watershed Private Wealth LLC | 4,372 | $74.4 萬 | 0.41% | +1,054+31.8% | 加碼 |
| California First Leasing Corp | 4,380 | $74.5 萬 | 0.40% | 00.0% | 不變 |
| Crown Wealth Group, LLC | 4,383 | $74.5 萬 | 0.45% | +217+5.2% | 加碼 |
| Sax Wealth Advisors, LLC | 4,386 | $74.6 萬 | 0.12% | −182−4.0% | 減碼 |
| Family Firm, Inc. | 4,387 | $74.6 萬 | 0.19% | +21+0.5% | 加碼 |
| Tanager Wealth Management LLP | 4,388 | $74.6 萬 | 0.14% | −53−1.2% | 減碼 |
| Disciplined Investments, LLC | 4,389 | $74.7 萬 | 0.44% | +8+0.2% | 加碼 |
| CMG Global Holdings, LLC | 4,159 | $74.8 萬 | 0.54% | −102−2.4% | 減碼 |
| Avalon Trust Co | 4,413 | $75.1 萬 | 0.07% | +103+2.4% | 加碼 |
| Darden Wealth Group Inc | 4,417 | $75.1 萬 | 0.72% | +4,417 | 新進 |
| Hamilton Capital, LLC | 4,419 | $75.2 萬 | 0.06% | −198−4.3% | 減碼 |
| Jump Financial, LLC | 4,429 | $75.3 萬 | 0.02% | −2,565−36.7% | 減碼 |
| Luts & Greenleigh Group, Inc | 4,435 | $75.4 萬 | 0.95% | −113−2.5% | 減碼 |
| Elgethun Capital Management | 4,451 | $75.7 萬 | 0.21% | +92+2.1% | 加碼 |
| Fca Corp | 4,471 | $76.1 萬 | 0.26% | −56−1.2% | 減碼 |
| Shulman DeMeo Asset Management LLC | 4,473 | $76.1 萬 | 0.22% | +168+3.9% | 加碼 |
| Curated Wealth Partners LLC | 4,475 | $76.1 萬 | 0.12% | −10.0% | 減碼 |
| Truepoint, Inc. | 4,483 | $76.3 萬 | 0.02% | −10,053−69.2% | 減碼 |
| Planning Center, Inc. | 4,498 | $76.5 萬 | 0.18% | +14+0.3% | 加碼 |
| Quantum Financial Advisors, LLC | 4,504 | $76.6 萬 | 0.19% | −1,449−24.3% | 減碼 |
| NFP Retirement, Inc. | 4,509 | $76.7 萬 | 0.13% | +195+4.5% | 加碼 |
| Oliver Lagore Vanvalin Investment Group | 4,511 | $76.7 萬 | 0.29% | −4−0.1% | 減碼 |
| Madden Securities Corp | 4,520 | $76.9 萬 | 0.41% | −3,000−39.9% | 減碼 |
| Forum Private Client Group LLC | 4,520 | $76.9 萬 | 0.40% | +4,520 | 新進 |
| Retirement Income Solutions, Inc | 4,526 | $77.0 萬 | 0.19% | +36+0.8% | 加碼 |
| Wealthstream Advisors, Inc. | 4,529 | $77.0 萬 | 0.32% | +466+11.5% | 加碼 |
| Garde Capital, Inc. | 4,531 | $77.1 萬 | 0.06% | −124−2.7% | 減碼 |
| Merrion Investment Management Co, LLC | 4,544 | $77.3 萬 | 0.61% | 00.0% | 不變 |
| Wendell David Associates Inc | 4,546 | $77.3 萬 | 0.08% | 00.0% | 不變 |
| KilterHowling LLC | 4,427 | $77.4 萬 | 0.58% | −64−1.4% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 4,563 | $77.6 萬 | 0.04% | +2,267+98.7% | 加碼 |
| Sierra Capital LLC | 4,568 | $77.7 萬 | 0.11% | −88−1.9% | 減碼 |
| E Fund Management Co., Ltd. | 4,569 | $77.7 萬 | 0.05% | +33+0.7% | 加碼 |
| Liberty Wealth Management LLC | 4,576 | $77.8 萬 | 0.17% | +315+7.4% | 加碼 |
| Michael B. Yongue | 4,574 | $77.8 萬 | 0.70% | −270−5.6% | 減碼 |
| Fiduciary Planning LLC | 4,578 | $77.9 萬 | 0.33% | −4,819−51.3% | 減碼 |
| Almanack Investment Partners, LLC. | 4,580 | $77.9 萬 | 0.14% | −16−0.3% | 減碼 |