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 |
|---|---|---|---|---|---|
| Mainsail Financial Group, LLC | 4,667 | $78.0 萬 | 0.60% | +440+10.4% | 加碼 |
| Moss Adams Wealth Advisors LLC | 4,590 | $78.1 萬 | 0.16% | +134+3.0% | 加碼 |
| Great Oak Capital Partners, LLC | 4,593 | $78.1 萬 | 0.42% | +4,593 | 新進 |
| Matisse Capital | 4,601 | $78.3 萬 | 0.42% | +20+0.4% | 加碼 |
| Day & Ennis, LLC | 4,605 | $78.3 萬 | 0.28% | +34+0.7% | 加碼 |
| Insight Advisors, LLC | 4,611 | $78.4 萬 | 0.17% | −228−4.7% | 減碼 |
| Cardinal Strategic Wealth Guidance | 4,619 | $78.6 萬 | 0.31% | −30−0.6% | 減碼 |
| Sweet Financial Partners, LLC | 4,629 | $78.7 萬 | 0.19% | −65−1.4% | 減碼 |
| Meridian Management Co | 4,503 | $78.8 萬 | 0.22% | +18+0.4% | 加碼 |
| Perritt Capital Management Inc | 4,636 | $78.9 萬 | 0.44% | −532−10.3% | 減碼 |
| Davidson Investment Advisors | 4,642 | $79.0 萬 | 0.05% | −1,660−26.3% | 減碼 |
| Latitude Advisors, LLC | 4,644 | $79.0 萬 | 0.55% | −102−2.1% | 減碼 |
| Southland Equity Partners LLC | 4,648 | $79.1 萬 | 0.25% | +43+0.9% | 加碼 |
| Brown Capital Management LLC | 4,658 | $79.2 萬 | 0.01% | −1,079−18.8% | 減碼 |
| Southeast Asset Advisors Inc. | 4,674 | $79.5 萬 | 0.11% | −275−5.6% | 減碼 |
| Harvest Investment Services, LLC | 4,685 | $79.7 萬 | 0.37% | 00.0% | 不變 |
| Pearl River Capital, LLC | 4,688 | $79.7 萬 | 0.13% | +4,688 | 新進 |
| Private Wealth Strategies, L.L.C. | 4,701 | $80.0 萬 | 0.18% | +76+1.6% | 加碼 |
| AXS Investments LLC | 4,710 | $80.1 萬 | 0.19% | −460−8.9% | 減碼 |
| Red Wave Investments LLC | 4,711 | $80.1 萬 | 0.32% | −8−0.2% | 減碼 |
| Financial Partners Group, Inc | 4,721 | $80.3 萬 | 0.14% | +35+0.7% | 加碼 |
| Engrave Wealth Partners LLC | 4,722 | $80.3 萬 | 0.23% | +111+2.4% | 加碼 |
| Future Financial Wealth Managment LLC | 4,728 | $80.4 萬 | 0.80% | 00.0% | 不變 |
| Wedge Capital Management L L P | 4,729 | $80.4 萬 | 0.01% | 00.0% | 不變 |
| American Capital Advisory, LLC | 4,731 | $80.5 萬 | 0.57% | +4,731 | 新進 |
| MinichMacGregor Wealth Management, LLC | 4,736 | $80.6 萬 | 0.23% | −25−0.5% | 減碼 |
| Capital Advisors Wealth Management, LLC | 4,739 | $80.6 萬 | 0.18% | +306+6.9% | 加碼 |
| D'Orazio & Associates, Inc. | 4,740 | $80.6 萬 | 0.14% | +527+12.5% | 加碼 |
| Granite Harbor Advisors, Inc. | 4,744 | $80.7 萬 | 0.61% | +392+9.0% | 加碼 |
| Sovereign Financial Group, Inc. | 4,750 | $80.8 萬 | 0.25% | +488+11.5% | 加碼 |
| Prelude Capital Management, LLC | 4,761 | $81.0 萬 | 0.07% | −5,380−53.1% | 減碼 |
| Walled Lake Planning & Wealth Management, LLC | 4,769 | $81.1 萬 | 0.38% | −932−16.3% | 減碼 |
| Weinberger Asset Management, Inc | 4,776 | $81.2 萬 | 0.42% | +76+1.6% | 加碼 |
| Kennedy Investment Group | 4,782 | $81.3 萬 | 0.45% | −403−7.8% | 減碼 |
| Centurion Wealth Management LLC | 4,790 | $81.5 萬 | 0.35% | +42+0.9% | 加碼 |
| Virtu Financial LLC | 4,805 | $81.7 萬 | 0.06% | +4,805 | 新進 |
| Jacobs Levy Equity Management, Inc | 4,805 | $81.7 萬 | 0.00% | +248+5.4% | 加碼 |
| Leonard Rickey Investment Advisors P.L.L.C. | 4,807 | $81.8 萬 | 0.24% | +181+3.9% | 加碼 |
| Evernest Financial Advisors, LLC | 4,817 | $81.9 萬 | 0.42% | +4,817 | 新進 |
| ERTS Wealth Advisors, LLC | 4,823 | $82.0 萬 | 0.18% | +148+3.2% | 加碼 |
| Alliance Wealth Advisors, LLC | 4,827 | $82.1 萬 | 0.54% | −161−3.2% | 減碼 |
| Horizon Wealth Management, LLC | 4,855 | $82.6 萬 | 0.23% | +64+1.3% | 加碼 |
| Landaas & Co | 4,839 | $82.8 萬 | 0.31% | −121−2.4% | 減碼 |
| Diamant Asset Management, Inc. | 4,871 | $82.9 萬 | 0.61% | +200+4.3% | 加碼 |
| Omnia Family Wealth, LLC | 4,873 | $82.9 萬 | 0.42% | +25+0.5% | 加碼 |
| Smart Portfolios, LLC | 4,719 | $83.0 萬 | 0.97% | +4,719 | 新進 |
| Archetype Wealth Partners | 4,880 | $83.0 萬 | 0.15% | +309+6.8% | 加碼 |
| Hilltop Partners LLC | 4,882 | $83.0 萬 | 0.33% | +1,479+43.5% | 加碼 |
| Voisard Asset Management Group, Inc. | 4,882 | $83.0 萬 | 0.50% | +4,882 | 新進 |
| Benchmark Investment Advisors LLC | 4,882 | $83.0 萬 | 0.77% | +190+4.0% | 加碼 |
| Trust Co of the South | 4,893 | $83.2 萬 | 0.22% | +4,893 | 新進 |
| Summa Corp. | 4,901 | $83.4 萬 | 0.58% | +4,901 | 新進 |
| Capital Management Associates | 4,902 | $83.4 萬 | 1.06% | −91−1.8% | 減碼 |
| Doheny Asset Management | 4,905 | $83.4 萬 | 0.82% | −1,000−16.9% | 減碼 |
| Derbend Asset Management | 4,913 | $83.6 萬 | 0.48% | +347+7.6% | 加碼 |
| Richardson Financial Services Inc. | 4,914 | $83.6 萬 | 0.73% | +4,914 | 新進 |
| Lee Financial Co | 4,920 | $83.7 萬 | 0.15% | +48+1.0% | 加碼 |
| Full Sail Capital, LLC | 4,938 | $84.0 萬 | 0.06% | +1,552+45.8% | 加碼 |
| Eaton Financial Holdings Company, LLC | 4,943 | $84.1 萬 | 0.20% | −559−10.2% | 減碼 |
| O'Keefe Stevens Advisory, Inc. | 4,946 | $84.1 萬 | 0.34% | +215+4.5% | 加碼 |
| Benson Investment Management Company, Inc. | 4,950 | $84.2 萬 | 0.43% | 00.0% | 不變 |
| Taylor Hoffman Wealth Management | 4,954 | $84.3 萬 | 0.38% | 00.0% | 不變 |
| Westhampton Capital, LLC | 4,958 | $84.3 萬 | 0.50% | −20.0% | 減碼 |
| Gerber, LLC | 4,962 | $84.4 萬 | 0.76% | +4,962 | 新進 |
| CJM Wealth Advisers, Ltd. | 4,964 | $84.4 萬 | 0.37% | +14+0.3% | 加碼 |
| Evolution Wealth Advisors, LLC | 4,968 | $84.5 萬 | 0.17% | +68+1.4% | 加碼 |
| Aua Capital Management, LLC | 4,989 | $84.9 萬 | 0.53% | +91+1.9% | 加碼 |
| Alliance Wealth Management Group | 4,991 | $84.9 萬 | 0.26% | +4,991 | 新進 |
| Ramiah Investment Group | 4,998 | $85.0 萬 | 0.80% | −558−10.0% | 減碼 |
| JBF Capital, Inc. | 5,000 | $85.0 萬 | 0.17% | 00.0% | 不變 |
| Schrum Private Wealth Management LLC | 5,001 | $85.1 萬 | 1.21% | −6,448−56.3% | 減碼 |
| Sachetta, LLC | 5,011 | $85.2 萬 | 0.40% | +5,011 | 新進 |
| Rosenberg Matthew Hamilton | 5,016 | $85.3 萬 | 0.26% | +112+2.3% | 加碼 |
| Hofer & Associates. Inc | 5,047 | $85.9 萬 | 0.80% | +5+0.1% | 加碼 |
| Reynders McVeigh Capital Management, LLC | 5,054 | $86.0 萬 | 0.05% | −960−16.0% | 減碼 |
| Integral Investment Advisors, Inc. | 5,064 | $86.1 萬 | 0.55% | −18−0.4% | 減碼 |
| Wagner Wealth Management, LLC | 5,084 | $86.5 萬 | 0.29% | −1,777−25.9% | 減碼 |
| Kathmere Capital Management, LLC | 5,085 | $86.5 萬 | 0.11% | +381+8.1% | 加碼 |
| Wallace Advisory Group, LLC | 5,975 | $86.6 萬 | 0.68% | −707−10.6% | 減碼 |
| Proathlete Wealth Management LLC | 5,096 | $86.7 萬 | 0.51% | +5,096 | 新進 |
| Hedges Asset Management LLC | 5,100 | $86.8 萬 | 0.68% | 00.0% | 不變 |
| Bluesphere Advisors, LLC | 5,124 | $87.2 萬 | 0.54% | −1,905−27.1% | 減碼 |
| Salomon & Ludwin, LLC | 6,012 | $87.2 萬 | 0.09% | 00.0% | 不變 |
| Eagle Harbor Asset Management Inc | 5,143 | $87.5 萬 | 1.01% | −206−3.9% | 減碼 |
| Krane Funds Advisors LLC | 5,146 | $87.5 萬 | 0.04% | −734−12.5% | 減碼 |
| Shelton Wealth Management, LLC | 5,148 | $87.6 萬 | 0.62% | +1,830+55.2% | 加碼 |
| BOS Asset Management, LLC | 5,149 | $87.6 萬 | 0.60% | −1,113−17.8% | 減碼 |
| Aveo Capital Partners, LLC | 5,151 | $87.6 萬 | 0.11% | +591+13.0% | 加碼 |
| Investment Partners Asset Management, Inc. | 5,159 | $87.8 萬 | 0.87% | +5,159 | 新進 |
| Annis Gardner Whiting Capital Advisors, LLC | 5,167 | $87.9 萬 | 0.39% | +500+10.7% | 加碼 |
| Wilkins Investment Counsel Inc | 5,170 | $87.9 萬 | 0.21% | −328−6.0% | 減碼 |
| Harris Associates L P大師Oakmark（Harris Associates） | 5,175 | $88.0 萬 | 0.00% | 00.0% | 不變 |
| Campion Asset Management LLC | 5,175 | $88.0 萬 | 0.75% | 00.0% | 不變 |
| PFW Advisors LLC | 5,177 | $88.1 萬 | 0.28% | +840+19.4% | 加碼 |
| Oxler Private Wealth LLC | 5,183 | $88.2 萬 | 0.73% | +17+0.3% | 加碼 |
| Measured Wealth Private Client Group, LLC | 5,191 | $88.3 萬 | 0.33% | +2,162+71.4% | 加碼 |
| ABLE Financial Group, LLC | 5,191 | $88.3 萬 | 0.38% | −17−0.3% | 減碼 |
| Tectonic Advisors LLC | 5,206 | $88.5 萬 | 0.07% | +334+6.9% | 加碼 |
| Reston Wealth Management LLC | 5,209 | $88.6 萬 | 0.41% | +220+4.4% | 加碼 |
| Dechtman Wealth Management, LLC | 5,217 | $88.7 萬 | 0.23% | −274−5.0% | 減碼 |