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 |
|---|---|---|---|---|---|
| Eubel Brady & Suttman Asset Management Inc | 5,892 | $100.2 萬 | 0.13% | −61−1.0% | 減碼 |
| FirstPurpose Wealth LLC | 5,895 | $100.3 萬 | 0.38% | +19+0.3% | 加碼 |
| Howard Financial Services, Ltd. | 5,895 | $100.3 萬 | 0.19% | +70+1.2% | 加碼 |
| Buttonwood Financial Advisors Inc. | 5,896 | $100.3 萬 | 0.55% | −98−1.6% | 減碼 |
| TFC Financial Management | 5,897 | $100.3 萬 | 0.20% | −521−8.1% | 減碼 |
| 5th Street Advisors, LLC | 5,918 | $100.7 萬 | 0.62% | +174+3.0% | 加碼 |
| Silvia McColl Wealth Management, LLC | 5,920 | $100.7 萬 | 0.91% | −140−2.3% | 減碼 |
| Berger Financial Group, Inc | 5,922 | $100.7 萬 | 0.10% | −256−4.1% | 減碼 |
| Silver Oak Securities, Inc | 5,937 | $101.0 萬 | 0.14% | +1,066+21.9% | 加碼 |
| Kingfisher Capital LLC | 5,936 | $101.0 萬 | 0.26% | +36+0.6% | 加碼 |
| Strong Tower Advisory Services | 5,947 | $101.2 萬 | 0.45% | +226+4.0% | 加碼 |
| WealthTrust Asset Management, LLC | 5,950 | $101.2 萬 | 0.85% | +4,436+293.0% | 加碼 |
| Alpha Family Trust | 5,950 | $101.2 萬 | 0.68% | 00.0% | 不變 |
| Fi3 FINANCIAL ADVISORS, LLC | 5,952 | $101.2 萬 | 0.48% | −607−9.3% | 減碼 |
| Verum Partners LLC | 5,952 | $101.2 萬 | 0.40% | +335+6.0% | 加碼 |
| One Wealth Advisors, LLC | 5,954 | $101.3 萬 | 0.19% | +379+6.8% | 加碼 |
| Crumly & Associates Inc. | 5,954 | $101.3 萬 | 0.29% | +326+5.8% | 加碼 |
| Clifford Group, LLC | 5,956 | $101.3 萬 | 0.94% | +31+0.5% | 加碼 |
| Carolinas Wealth Consulting LLC | 5,957 | $101.3 萬 | 0.22% | +101+1.7% | 加碼 |
| BNC Wealth Management, LLC | 5,960 | $101.4 萬 | 0.48% | −20.0% | 減碼 |
| Greylin Investment Mangement Inc | 5,975 | $101.6 萬 | 0.18% | −275−4.4% | 減碼 |
| Bay Rivers Group | 6,000 | $102.1 萬 | 0.64% | +931+18.4% | 加碼 |
| Summit Asset Management, LLC | 6,011 | $102.2 萬 | 0.24% | −145−2.4% | 減碼 |
| Aurora Private Wealth, Inc. | 6,017 | $102.3 萬 | 0.96% | +22+0.4% | 加碼 |
| McNaughton Wealth Management, LLC | 6,017 | $102.3 萬 | 0.61% | +795+15.2% | 加碼 |
| Hall Laurie J Trustee | 6,015 | $102.4 萬 | 0.39% | +635+11.8% | 加碼 |
| West Bancorporation Inc | 6,041 | $102.8 萬 | 0.66% | +329+5.8% | 加碼 |
| Cravens & Co Advisors, LLC | 6,049 | $102.9 萬 | 0.89% | −8−0.1% | 減碼 |
| Systematic Financial Management LP | 6,075 | $103.3 萬 | 0.03% | 00.0% | 不變 |
| PSI Advisors, LLC | 6,076 | $103.3 萬 | 0.39% | −107−1.7% | 減碼 |
| Viawealth, LLC | 6,089 | $103.6 萬 | 0.71% | −586−8.8% | 減碼 |
| Mason & Associates Inc | 6,090 | $103.6 萬 | 0.30% | −210−3.3% | 減碼 |
| Beaumont Asset Management, L.L.C. | 6,096 | $103.7 萬 | 0.73% | +68+1.1% | 加碼 |
| Mosaic Family Wealth Partners, LLC | 6,108 | $103.9 萬 | 0.18% | +519+9.3% | 加碼 |
| Gordian Capital Singapore Pte Ltd | 6,122 | $104.1 萬 | 0.94% | 00.0% | 不變 |
| True North Advisors, LLC | 6,141 | $104.5 萬 | 0.27% | −7,508−55.0% | 減碼 |
| Sentry LLC | 6,142 | $104.5 萬 | 0.22% | −195−3.1% | 減碼 |
| ICA Group Wealth Management, LLC | 6,150 | $104.6 萬 | 0.23% | +260+4.4% | 加碼 |
| Davis Investment Partners, LLC | 6,106 | $104.7 萬 | 0.51% | 00.0% | 不變 |
| LifePro Asset Management | 6,160 | $104.8 萬 | 0.81% | +4,643+306.1% | 加碼 |
| Millennium Capital Advisors, LLC | 6,186 | $105.2 萬 | 0.80% | +6+0.1% | 加碼 |
| Credential Qtrade Securities Inc. | 6,187 | $105.2 萬 | 0.06% | −716−10.4% | 減碼 |
| Shakespeare Wealth Management, Inc. | 6,210 | $105.6 萬 | 0.33% | 00.0% | 不變 |
| Centerpoint Advisors, LLC | 6,215 | $105.7 萬 | 0.42% | +215+3.6% | 加碼 |
| Legacy Capital Wealth Partners, LLC | 6,219 | $105.8 萬 | 0.30% | +340+5.8% | 加碼 |
| CWS Financial Advisors, LLC | 6,220 | $105.8 萬 | 0.40% | −364−5.5% | 減碼 |
| PCA Investment Advisory Services Inc. | 6,222 | $105.8 萬 | 0.70% | +14+0.2% | 加碼 |
| Gould Asset Management LLC | 6,226 | $105.9 萬 | 0.27% | −360−5.5% | 減碼 |
| Accuvest Global Advisors | 6,226 | $105.9 萬 | 1.13% | −4,279−40.7% | 減碼 |
| Solstein Capital, LLC | 6,242 | $106.2 萬 | 0.79% | +10+0.2% | 加碼 |
| TKG Advisors, LLC | 6,249 | $106.3 萬 | 0.63% | −6,956−52.7% | 減碼 |
| Orrstown Financial Services Inc | 6,252 | $106.3 萬 | 0.85% | +6,252 | 新進 |
| McIlrath & Eck, LLC | 6,255 | $106.4 萬 | 0.19% | +55+0.9% | 加碼 |
| Cascade Investment Group, Inc. | 6,259 | $106.5 萬 | 0.86% | +318+5.4% | 加碼 |
| GFG Capital, LLC | 6,265 | $106.6 萬 | 0.29% | −33−0.5% | 減碼 |
| Port Capital LLC | 6,264 | $106.6 萬 | 0.06% | −541−8.0% | 減碼 |
| V-Square Quantitative Management LLC | 6,268 | $106.6 萬 | 0.25% | +4,837+338.0% | 加碼 |
| Renasant Bank | 6,286 | $106.9 萬 | 0.85% | −2,836−31.1% | 減碼 |
| Accent Capital Management, LLC | 6,289 | $107.0 萬 | 0.84% | +6,289 | 新進 |
| Unique Wealth Strategies, LLC | 6,289 | $107.0 萬 | 0.71% | +6,289 | 新進 |
| Clarity Financial LLC | 6,299 | $107.1 萬 | 0.19% | +272+4.5% | 加碼 |
| Portland Investment Counsel Inc. | 6,302 | $107.2 萬 | 0.38% | −378−5.7% | 減碼 |
| Maven Securities LTD | 6,309 | $107.3 萬 | 0.12% | −6,276−49.9% | 減碼 |
| Callan Capital, LLC | 6,326 | $107.6 萬 | 0.10% | −2,403−27.5% | 減碼 |
| Profit Investment Management, LLC | 6,327 | $107.6 萬 | 0.62% | 00.0% | 不變 |
| Eagle Bay Advisors LLC | 6,331 | $107.7 萬 | 0.68% | −985−13.5% | 減碼 |
| First Heartland Consultants, Inc. | 6,330 | $107.7 萬 | 0.13% | +264+4.4% | 加碼 |
| Greatmark Investment Partners, Inc. | 6,345 | $107.9 萬 | 0.17% | +98+1.6% | 加碼 |
| Creative Financial Designs Inc | 6,348 | $108.0 萬 | 0.11% | −238−3.6% | 減碼 |
| Gallagher Fiduciary Advisors, LLC | 6,356 | $108.1 萬 | 0.04% | −625−9.0% | 減碼 |
| Regent Peak Wealth Advisors LLC | 6,360 | $108.2 萬 | 0.29% | +86+1.4% | 加碼 |
| Angeles Investment Advisors, LLC | 6,394 | $108.8 萬 | 0.07% | +269+4.4% | 加碼 |
| Bayesian Capital Management, LP | 6,400 | $108.9 萬 | 0.12% | +6,400 | 新進 |
| Barrett & Company, Inc. | 6,401 | $108.9 萬 | 0.59% | −55−0.9% | 減碼 |
| Burke & Herbert Bank & Trust Co | 6,406 | $109.0 萬 | 0.78% | 00.0% | 不變 |
| Ellsworth Advisors, LLC | 6,408 | $109.0 萬 | 0.34% | +503+8.5% | 加碼 |
| ARK & TLK Investments, LLC | 6,419 | $109.2 萬 | 0.44% | +6,419 | 新進 |
| Financial Council Asset Management Inc | 6,439 | $109.5 萬 | 0.73% | +603+10.3% | 加碼 |
| BayBridge Capital Group, LLC | 6,486 | $109.6 萬 | 1.02% | +6,486 | 新進 |
| McLean Asset Management Corp | 6,365 | $109.7 萬 | 0.41% | +54+0.9% | 加碼 |
| Gray Wealth Management Inc. | 6,450 | $109.7 萬 | 0.53% | −516−7.4% | 減碼 |
| Riverbridge Partners LLC | 6,457 | $109.8 萬 | 0.01% | +81+1.3% | 加碼 |
| New Jersey Better Educational Savings Trust | 6,461 | $109.9 萬 | 2.32% | 00.0% | 不變 |
| Vision Capital Management, Inc. | 6,469 | $110.0 萬 | 0.17% | +6,469 | 新進 |
| HHM Wealth Advisors, LLC | 6,482 | $110.3 萬 | 0.19% | +223+3.6% | 加碼 |
| Viewpoint Capital Management LLC | 6,492 | $110.4 萬 | 0.77% | +527+8.8% | 加碼 |
| Cookson Peirce & Co Inc | 6,498 | $110.5 萬 | 0.07% | −598−8.4% | 減碼 |
| Swisher Financial Concepts, Inc. | 6,613 | $110.5 萬 | 1.06% | +6,613 | 新進 |
| Maltese Capital Management LLC | 6,500 | $110.6 萬 | 0.31% | −3,500−35.0% | 減碼 |
| Waypoint Capital Advisors, LLC | 6,503 | $110.6 萬 | 0.32% | +30.0% | 加碼 |
| Lantz Financial LLC | 6,511 | $110.8 萬 | 0.40% | +236+3.8% | 加碼 |
| CORDA Investment Management, LLC. | 6,523 | $111.0 萬 | 0.09% | +6,523 | 新進 |
| Sterling Wealth Management, Inc. | 6,528 | $111.0 萬 | 0.62% | +6,528 | 新進 |
| Lion Street Advisors, LLC | 6,529 | $111.1 萬 | 0.45% | −5,529−45.9% | 減碼 |
| Edgemoor Investment Advisors, Inc. | 6,533 | $111.1 萬 | 0.12% | +10.0% | 加碼 |
| Hyperion Partners, LLC | 6,535 | $111.2 萬 | 0.88% | −1,381−17.4% | 減碼 |
| National Philanthropic Trust | 6,537 | $111.2 萬 | 0.03% | +6,537 | 新進 |
| Global Financial Private Client, LLC | 6,539 | $111.2 萬 | 0.52% | +112+1.7% | 加碼 |
| Cubic Asset Management, LLC | 6,539 | $111.2 萬 | 0.29% | +295+4.7% | 加碼 |
| Investors Research Corp | 6,549 | $111.4 萬 | 0.27% | −1,345−17.0% | 減碼 |