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 |
|---|---|---|---|---|---|
| Tennessee Valley Asset Management Partners | 6,550 | $111.4 萬 | 0.30% | +150+2.3% | 加碼 |
| Spinnaker Investment Group, LLC | 6,551 | $111.4 萬 | 0.34% | −556−7.8% | 減碼 |
| Fidelity D & D Bancorp Inc | 6,556 | $111.5 萬 | 0.87% | −463−6.6% | 減碼 |
| PBMares Wealth Management LLC | 6,562 | $111.6 萬 | 0.33% | +932+16.6% | 加碼 |
| XTX Topco Ltd | 6,581 | $111.9 萬 | 0.25% | −230−3.4% | 減碼 |
| Inspire Trust Co, N.A. | 6,585 | $112.0 萬 | 1.16% | +6,585 | 新進 |
| Frank, Rimerman Advisors LLC | 6,585 | $112.0 萬 | 0.23% | 00.0% | 不變 |
| Quest Partners LLC | 6,596 | $112.2 萬 | 0.24% | +6,596 | 新進 |
| Colton Groome Financial Advisors, LLC | 6,598 | $112.2 萬 | 0.49% | +970+17.2% | 加碼 |
| Caz Investments LP | 6,600 | $112.3 萬 | 2.81% | 00.0% | 不變 |
| Rodgers Brothers Inc. | 6,659 | $113.3 萬 | 0.18% | 00.0% | 不變 |
| Pathway Financial Advisors LLC | 6,667 | $113.4 萬 | 0.33% | +679+11.3% | 加碼 |
| Aprio Wealth Management, LLC | 6,685 | $113.7 萬 | 0.25% | +446+7.1% | 加碼 |
| TrueWealth Advisors, LLC | 6,687 | $113.7 萬 | 0.44% | +633+10.5% | 加碼 |
| waypoint wealth counsel | 6,695 | $113.9 萬 | 0.97% | −36−0.5% | 減碼 |
| New Century Financial Group, LLC | 6,699 | $114.0 萬 | 0.98% | +6,699 | 新進 |
| Denali Advisors LLC | 6,700 | $114.0 萬 | 0.35% | −400−5.6% | 減碼 |
| Northside Capital Management, LLC | 6,700 | $114.0 萬 | 0.36% | 00.0% | 不變 |
| Wall Street Access Asset Management, LLC | 6,702 | $114.0 萬 | 0.54% | +6+0.1% | 加碼 |
| Wellington Wealth Strategies, LLC. | 6,732 | $114.5 萬 | 1.00% | +6,732 | 新進 |
| Security Financial Services, INC. | 6,751 | $114.8 萬 | 0.28% | +9+0.1% | 加碼 |
| Carmichael Hill & Associates, Inc. | 6,762 | $115.0 萬 | 0.51% | −59−0.9% | 減碼 |
| Geller Advisors LLC | 6,763 | $115.0 萬 | 0.11% | −1,082−13.8% | 減碼 |
| Objective Capital Management, LLC | 6,763 | $115.0 萬 | 0.88% | −243−3.5% | 減碼 |
| CTC LLC | 6,769 | $115.1 萬 | 0.01% | −100,044−93.7% | 減碼 |
| REDW Wealth LLC | 6,789 | $115.5 萬 | 0.33% | −701−9.4% | 減碼 |
| U S Global Investors Inc | 6,800 | $115.7 萬 | 0.08% | −5,200−43.3% | 減碼 |
| Winmill & Co. Inc | 6,800 | $115.7 萬 | 0.37% | 00.0% | 不變 |
| Park Circle Co | 6,800 | $115.7 萬 | 1.12% | +2,900+74.4% | 加碼 |
| Hexagon Capital Partners LLC | 6,801 | $115.7 萬 | 0.28% | +743+12.3% | 加碼 |
| Baron Silver Stevens Financial Advisors, LLC | 6,805 | $115.7 萬 | 0.24% | +472+7.5% | 加碼 |
| Palogic Value Management, L.P. | 6,824 | $116.1 萬 | 0.51% | 00.0% | 不變 |
| Prairie Sky Financial Group LLC | 6,826 | $116.1 萬 | 0.76% | −558−7.6% | 減碼 |
| Solidarilty Wealth, LLC | 6,832 | $116.2 萬 | 0.42% | −598−8.0% | 減碼 |
| Novak & Powell Financial Services, Inc. | 6,834 | $116.3 萬 | 0.78% | +6,834 | 新進 |
| Fulton Breakefield Broenniman LLC | 6,840 | $116.3 萬 | 0.09% | −977−12.5% | 減碼 |
| Bulltick Wealth Management, LLC | 6,863 | $116.7 萬 | 0.27% | −1,934−22.0% | 減碼 |
| Balboa Wealth Partners | 6,887 | $117.1 萬 | 0.39% | −607−8.1% | 減碼 |
| Plancorp, LLC | 6,913 | $117.6 萬 | 0.06% | +809+13.3% | 加碼 |
| Sym Financial Corp | 6,922 | $117.7 萬 | 0.19% | −199−2.8% | 減碼 |
| DMG Group, LLC | 6,954 | $118.3 萬 | 1.12% | −603−8.0% | 減碼 |
| Grey Street Capital, LLC | 6,994 | $119.0 萬 | 0.57% | +60+0.9% | 加碼 |
| Highland Financial Advisors, LLC | 7,006 | $119.2 萬 | 0.52% | +1,142+19.5% | 加碼 |
| BHK Investment Advisors, LLC | 7,021 | $119.4 萬 | 0.69% | −3,278−31.8% | 減碼 |
| Wiser Advisor Group LLC | 7,052 | $119.9 萬 | 1.99% | +7,052 | 新進 |
| Talisman Wealth Advisors LLC | 7,061 | $120.1 萬 | 1.78% | −578−7.6% | 減碼 |
| Capital Planning Advisors, LLC | 7,072 | $120.3 萬 | 0.23% | +27+0.4% | 加碼 |
| O'Brien Greene & Co. Inc | 7,078 | $120.4 萬 | 0.42% | 00.0% | 不變 |
| Glassman Wealth Services | 7,083 | $120.5 萬 | 0.17% | +274+4.0% | 加碼 |
| Birchcreek Wealth Management, LLC | 7,085 | $120.5 萬 | 0.72% | +19+0.3% | 加碼 |
| Highline Wealth Partners LLC | 7,086 | $120.5 萬 | 0.58% | +46+0.7% | 加碼 |
| Evanson Asset Management, LLC | 7,096 | $120.7 萬 | 0.10% | −1,903−21.1% | 減碼 |
| Frazier Financial Advisors, LLC | 7,101 | $120.8 萬 | 1.06% | +7,101 | 新進 |
| Atlas Capital Advisors LLC | 7,102 | $120.8 萬 | 0.17% | 00.0% | 不變 |
| Nabity-Jensen Investment Management Inc | 7,109 | $120.9 萬 | 1.09% | +7,109 | 新進 |
| Phillips Wealth Planners LLC | 7,230 | $121.0 萬 | 1.46% | −191−2.6% | 減碼 |
| Stiles Financial Services Inc | 7,132 | $121.3 萬 | 0.55% | +172+2.5% | 加碼 |
| Sunflower Bank, N.A. | 7,145 | $121.5 萬 | 0.28% | +333+4.9% | 加碼 |
| Affiance Financial, LLC | 7,148 | $121.6 萬 | 0.35% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 7,152 | $121.7 萬 | 0.14% | −52−0.7% | 減碼 |
| Austin Private Wealth, LLC | 7,162 | $121.8 萬 | 0.15% | −138−1.9% | 減碼 |
| Meeder Asset Management Inc | 7,164 | $121.9 萬 | 0.09% | +233+3.4% | 加碼 |
| Rakuten Investment Management, Inc. | 7,160 | $121.9 萬 | 0.01% | +7,160 | 新進 |
| Jupiter Wealth Management LLC | 7,187 | $122.3 萬 | 0.72% | 00.0% | 不變 |
| Cladis Investment Advisory, LLC | 7,189 | $122.3 萬 | 0.96% | 00.0% | 不變 |
| Kolinsky Wealth Management, LLC | 7,201 | $122.5 萬 | 1.08% | −344−4.6% | 減碼 |
| Schear Investment Advisers, LLC | 7,229 | $123.0 萬 | 1.19% | +43+0.6% | 加碼 |
| Allegheny Financial Group LTD | 7,234 | $123.1 萬 | 0.40% | +72+1.0% | 加碼 |
| Atwood & Palmer Inc | 7,245 | $123.2 萬 | 0.10% | −200−2.7% | 減碼 |
| Lionsbridge Wealth Management LLC | 7,249 | $123.3 萬 | 0.99% | −177−2.4% | 減碼 |
| Armbruster Capital Management, Inc. | 7,255 | $123.4 萬 | 0.28% | +50+0.7% | 加碼 |
| Powell Investment Advisors, LLC | 7,257 | $123.4 萬 | 0.68% | 00.0% | 不變 |
| One + One Wealth Management, LLC | 7,258 | $123.5 萬 | 0.75% | −30−0.4% | 減碼 |
| Salzhauer Michael | 7,270 | $123.7 萬 | 1.11% | −1,028−12.4% | 減碼 |
| Thrive Wealth Management, LLC | 7,299 | $124.2 萬 | 0.28% | −143−1.9% | 減碼 |
| Lebenthal Global Advisors, LLC | 7,319 | $124.5 萬 | 0.29% | +842+13.0% | 加碼 |
| AllSquare Wealth Management LLC | 7,329 | $124.7 萬 | 0.76% | +100+1.4% | 加碼 |
| Colonial River Wealth Management, LLC | 7,330 | $124.7 萬 | 0.74% | −3,947−35.0% | 減碼 |
| Johnson & White Wealth Management, LLC | 7,332 | $124.7 萬 | 1.03% | −1,486−16.9% | 減碼 |
| Ironwood Investment Management LLC | 7,338 | $124.8 萬 | 0.66% | 00.0% | 不變 |
| Alesco Advisors LLC | 7,363 | $125.2 萬 | 0.04% | −446−5.7% | 減碼 |
| Longfellow Investment Management Co LLC | 7,367 | $125.3 萬 | 0.31% | −4,693−38.9% | 減碼 |
| TCM Advisors, LLC | – | $125.9 萬 | 1.02% | – | – |
| Trust Co | 7,441 | $126.6 萬 | 0.16% | −109−1.4% | 減碼 |
| Covenant Partners, LLC | 7,451 | $126.7 萬 | 0.40% | −80−1.1% | 減碼 |
| First Command Advisory Services, Inc. | 7,481 | $127.3 萬 | 0.01% | +187+2.6% | 加碼 |
| Icapital Wealth LLC | 7,484 | $127.3 萬 | 0.82% | 00.0% | 不變 |
| LBMC Investment Advisors, LLC | 7,490 | $127.4 萬 | 0.12% | 00.0% | 不變 |
| Cornerstone National Bank & Trust Co | 7,491 | $127.4 萬 | 0.68% | −133−1.7% | 減碼 |
| RF&L Wealth Management, LLC | 7,493 | $127.5 萬 | 1.06% | 00.0% | 不變 |
| Sunpointe, LLC | 7,495 | $127.5 萬 | 1.62% | +7,495 | 新進 |
| Monterey Private Wealth, Inc. | 7,498 | $127.5 萬 | 0.58% | −134−1.8% | 減碼 |
| Alta Advisers Ltd | 7,500 | $127.6 萬 | 0.68% | 00.0% | 不變 |
| Altus Wealth Group LLC | 7,525 | $128.0 萬 | 0.71% | +83+1.1% | 加碼 |
| Castlekeep Investment Advisors LLC | 7,529 | $128.1 萬 | 0.91% | +7,529 | 新進 |
| Physicians Financial Services, Inc. | 7,562 | $128.6 萬 | 0.49% | −250−3.2% | 減碼 |
| Charter Oak Capital Management, LLC | 7,574 | $128.8 萬 | 0.15% | +224+3.0% | 加碼 |
| SC&H Financial Advisors, Inc. | 7,582 | $129.0 萬 | 0.37% | −25−0.3% | 減碼 |
| Financial Management Network Inc | 7,523 | $129.6 萬 | 0.38% | +61+0.8% | 加碼 |
| SRN Advisors, LLC | 7,638 | $129.9 萬 | 1.17% | +2,881+60.6% | 加碼 |