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
- 4,001
- 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 1,574 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 |
|---|---|---|---|---|---|
| Barden Capital Management, Inc. | 6,131 | $88.9 萬 | 0.72% | 00.0% | 不變 |
| LVZ Advisors, Inc. | 5,228 | $88.9 萬 | 0.13% | 00.0% | 不變 |
| Private Client Services, LLC | 5,237 | $89.1 萬 | 0.73% | +5,237 | 新進 |
| Horan Securities, Inc. | 5,238 | $89.1 萬 | 0.45% | +11+0.2% | 加碼 |
| Willner & Heller, LLC | 5,259 | $89.5 萬 | 1.00% | +5,259 | 新進 |
| Tributary Capital Management, LLC | 5,260 | $89.5 萬 | 0.08% | +225+4.5% | 加碼 |
| Cutter & CO Brokerage, Inc. | 5,267 | $89.6 萬 | 0.25% | −187−3.4% | 減碼 |
| Eight 31 Financial LLC | 5,270 | $89.6 萬 | 0.55% | +5,270 | 新進 |
| Seamount Financial Group Inc | 5,271 | $89.7 萬 | 0.86% | +5,271 | 新進 |
| Tranquilli Financial Advisor LLC | 5,279 | $89.8 萬 | 0.63% | −271−4.9% | 減碼 |
| Narus Financial Partners, LLC | 5,282 | $89.8 萬 | 0.43% | +125+2.4% | 加碼 |
| Northwest Financial Advisors | 5,286 | $89.9 萬 | 0.76% | +5,286 | 新進 |
| Drake & Associates, LLC | 5,293 | $90.0 萬 | 0.37% | −207−3.8% | 減碼 |
| KLR Investment Advisors, LLC | 5,300 | $90.2 萬 | 0.65% | −103−1.9% | 減碼 |
| Foster Group, Inc. | 6,233 | $90.4 萬 | 0.06% | 00.0% | 不變 |
| Napatree Capital LLC | 5,318 | $90.5 萬 | 0.91% | +5,318 | 新進 |
| Summit Wealth Partners, LLC | 5,323 | $90.5 萬 | 0.21% | −1,901−26.3% | 減碼 |
| Roberts Glore & Co Inc | 5,330 | $90.7 萬 | 0.28% | −30−0.6% | 減碼 |
| Oakwell Private Wealth Management, LLC | 5,330 | $90.7 萬 | 0.32% | +837+18.6% | 加碼 |
| Sunburst Financial Group, LLC | 5,331 | $90.7 萬 | 0.28% | +864+19.3% | 加碼 |
| Gateway Wealth Partners, LLC | 5,333 | $90.7 萬 | 0.37% | −3,615−40.4% | 減碼 |
| Aviso Wealth Management | 5,344 | $90.9 萬 | 0.66% | +5,344 | 新進 |
| Copperwynd Financial, LLC | 5,370 | $91.3 萬 | 0.36% | +100+1.9% | 加碼 |
| Vivid Wealth Management, LLC | 5,376 | $91.4 萬 | 0.62% | +5,376 | 新進 |
| Meridian Investment Counsel Inc. | 5,382 | $91.5 萬 | 0.31% | −1,621−23.1% | 減碼 |
| Arcataur Capital Management LLC | 5,402 | $91.9 萬 | 0.35% | −35−0.6% | 減碼 |
| Fairview Capital Investment Management, LLC | 5,409 | $92.0 萬 | 0.05% | +379+7.5% | 加碼 |
| Retirement Planning Group | 5,411 | $92.1 萬 | 0.08% | −42−0.8% | 減碼 |
| ROI Financial Advisors, LLC | 5,422 | $92.2 萬 | 0.76% | +5,422 | 新進 |
| Renaissance Group LLC | 5,414 | $92.2 萬 | 0.04% | −1,135−17.3% | 減碼 |
| Burt Wealth Advisors | 5,426 | $92.3 萬 | 0.26% | 00.0% | 不變 |
| Cambridge Advisors Inc. | 5,434 | $92.4 萬 | 0.23% | +10.0% | 加碼 |
| Cross Staff Investments Inc | 5,437 | $92.5 萬 | 0.82% | +10.0% | 加碼 |
| Great Diamond Partners, LLC | 5,444 | $92.6 萬 | 0.23% | +53+1.0% | 加碼 |
| Helen Stephens Group, LLC | 5,445 | $92.6 萬 | 0.41% | +3,608+196.4% | 加碼 |
| Grant Street Asset Management, Inc. | 5,446 | $92.6 萬 | 0.33% | −68−1.2% | 減碼 |
| Bellevue Asset Management, LLC | 5,448 | $92.7 萬 | 0.82% | −52−0.9% | 減碼 |
| Clearview Wealth Advisors LLC | 5,449 | $92.7 萬 | 1.08% | −6−0.1% | 減碼 |
| Financial Engines Advisors L.L.C. | 5,460 | $92.9 萬 | 0.00% | −378−6.5% | 減碼 |
| Sandbox Financial Partners, LLC | 5,468 | $93.0 萬 | 0.44% | +30+0.6% | 加碼 |
| LWM Advisory Services, LLC | 5,470 | $93.0 萬 | 0.82% | −973−15.1% | 減碼 |
| Wayfinding Financial, LLC | 5,483 | $93.2 萬 | 0.63% | +259+5.0% | 加碼 |
| Firestone Capital Management | 5,481 | $93.2 萬 | 0.29% | −123−2.2% | 減碼 |
| Crew Capital Management, Ltd. | 5,483 | $93.3 萬 | 0.95% | −17−0.3% | 減碼 |
| Avaii Wealth Management, LLC | 5,490 | $93.4 萬 | 0.61% | −183−3.2% | 減碼 |
| Signature Estate & Investment Advisors LLC | 5,493 | $93.4 萬 | 0.03% | +483+9.6% | 加碼 |
| Fiducient Advisors LLC | 5,510 | $93.7 萬 | 0.18% | +37+0.7% | 加碼 |
| Eagle Strategies LLC | 5,510 | $93.7 萬 | 0.20% | −12−0.2% | 減碼 |
| First National Bank | 5,517 | $93.8 萬 | 0.74% | −22−0.4% | 減碼 |
| Jackson Creek Investment Advisors LLC | 5,532 | $94.1 萬 | 0.36% | +1,249+29.2% | 加碼 |
| Allie Family Office LLC | 5,541 | $94.3 萬 | 0.65% | 00.0% | 不變 |
| Private Wealth Advisors | 5,546 | $94.3 萬 | 0.41% | −439−7.3% | 減碼 |
| ERn Financial, LLC | 5,636 | $94.4 萬 | 0.18% | −2,574−31.4% | 減碼 |
| Whitcomb & Hess, Inc. | 5,556 | $94.5 萬 | 0.32% | −97−1.7% | 減碼 |
| Aspen Grove Capital, LLC | 5,622 | $94.7 萬 | 0.29% | +171+3.1% | 加碼 |
| Hurlow Wealth Management Group, Inc. | 5,575 | $94.8 萬 | 0.36% | +98+1.8% | 加碼 |
| Moller Financial Services | 5,576 | $94.8 萬 | 0.27% | 00.0% | 不變 |
| High Falls Advisors, Inc | 5,578 | $94.9 萬 | 0.25% | +18+0.3% | 加碼 |
| Cardiff Park Advisors, LLC | 5,587 | $95.0 萬 | 0.11% | +4+0.1% | 加碼 |
| JFS Wealth Advisors, LLC | 5,599 | $95.2 萬 | 0.08% | −972−14.8% | 減碼 |
| Patriot Investment Management Inc. | 5,601 | $95.3 萬 | 0.08% | −5,715−50.5% | 減碼 |
| Benedetti & Gucer, Inc. | 5,609 | $95.4 萬 | 0.50% | −2,805−33.3% | 減碼 |
| Skba Capital Management LLC | 5,612 | $95.5 萬 | 0.16% | −120−2.1% | 減碼 |
| Hara Capital LLC | 5,612 | $95.5 萬 | 0.67% | +5,612 | 新進 |
| WealthTrust Axiom LLC | 5,616 | $95.5 萬 | 0.32% | +418+8.0% | 加碼 |
| Great Point Wealth Advisors, LLC | 5,642 | $96.0 萬 | 0.25% | 00.0% | 不變 |
| Menard Financial Group LLC | 5,643 | $96.0 萬 | 1.19% | +67+1.2% | 加碼 |
| Oliver Luxxe Assets LLC | 5,648 | $96.1 萬 | 0.23% | −23−0.4% | 減碼 |
| Probity Advisors, Inc. | 5,654 | $96.2 萬 | 0.21% | −1,022−15.3% | 減碼 |
| McDaniel Terry & Co | 5,658 | $96.2 萬 | 0.09% | −264−4.5% | 減碼 |
| Sterneck Capital Management, LLC | 5,660 | $96.3 萬 | 0.61% | −302−5.1% | 減碼 |
| Delta Investment Management, LLC | 5,662 | $96.3 萬 | 0.24% | −20−0.4% | 減碼 |
| Morris Retirement Advisors, LLC | 5,666 | $96.4 萬 | 0.64% | +1,659+41.4% | 加碼 |
| Private Capital Management LLC | 5,667 | $96.4 萬 | 0.23% | +547+10.7% | 加碼 |
| Traveka Wealth, LLC | 5,673 | $96.5 萬 | 0.49% | +5,673 | 新進 |
| Black Diamond Financial, LLC | 5,678 | $96.6 萬 | 0.26% | +163+3.0% | 加碼 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 5,700 | $97.0 萬 | 0.81% | 00.0% | 不變 |
| Deseret Mutual Benefit Administrators | 5,701 | $97.0 萬 | 0.56% | −1,761−23.6% | 減碼 |
| Aletheian Wealth Advisors LLC | 5,701 | $97.0 萬 | 0.64% | −266−4.5% | 減碼 |
| F/M Investments LLC | 5,701 | $97.0 萬 | 0.55% | +3+0.1% | 加碼 |
| Legal Advantage Investments, Inc. | 5,703 | $97.0 萬 | 0.58% | −115−2.0% | 減碼 |
| Barnes Pettey Financial Advisors, LLC | 5,715 | $97.2 萬 | 0.79% | −25−0.4% | 減碼 |
| Providence First Trust Co | 5,737 | $97.6 萬 | 0.48% | 00.0% | 不變 |
| Wealth Dimensions Group, Ltd. | 5,743 | $97.7 萬 | 0.31% | −384−6.3% | 減碼 |
| Werba Rubin Papier Wealth Management | 5,756 | $97.9 萬 | 0.33% | +138+2.5% | 加碼 |
| InTrack Investment Management Inc | 5,758 | $97.9 萬 | 0.74% | −358−5.9% | 減碼 |
| Galibier Capital Management Ltd. | 5,760 | $98.0 萬 | 0.25% | −650−10.1% | 減碼 |
| Fortitude Family Office, LLC | 5,763 | $98.0 萬 | 0.73% | +5,763 | 新進 |
| Opal Wealth Advisors, LLC | 5,765 | $98.1 萬 | 0.39% | −22−0.4% | 減碼 |
| Peregrine Asset Advisers, Inc. | 5,780 | $98.3 萬 | 0.48% | −46−0.8% | 減碼 |
| Oldfather Financial Services, LLC | 5,780 | $98.3 萬 | 0.44% | −32−0.6% | 減碼 |
| Powers Advisory Group, LLC | 5,805 | $98.7 萬 | 0.61% | −22−0.4% | 減碼 |
| Core Wealth Partners LLC | 5,807 | $98.8 萬 | 0.81% | +115+2.0% | 加碼 |
| Sendero Wealth Management, LLC | 5,811 | $98.8 萬 | 0.19% | +62+1.1% | 加碼 |
| Silicon Valley Capital Partners | 5,818 | $99.0 萬 | 0.17% | +409+7.6% | 加碼 |
| Lodestar Private Asset Management LLC | 5,840 | $99.3 萬 | 0.15% | −81−1.4% | 減碼 |
| Westside Investment Management, Inc. | 5,846 | $99.4 萬 | 0.25% | +317+5.7% | 加碼 |
| St. Clair Advisors, LLC | 5,855 | $99.6 萬 | 0.34% | 00.0% | 不變 |
| Five Oceans Advisors | 5,866 | $99.8 萬 | 0.56% | −1,307−18.2% | 減碼 |
| Element Wealth, LLC | 5,888 | $100.2 萬 | 0.63% | +213+3.8% | 加碼 |