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 |
|---|---|---|---|---|---|
| Foster Victor Wealth Advisors, LLC | 7,561 | $130.1 萬 | 0.13% | +203+2.8% | 加碼 |
| Onefund, LLC | 7,647 | $130.1 萬 | 1.69% | +7,647 | 新進 |
| Bordeaux Wealth Advisors LLC | 7,649 | $130.1 萬 | 0.44% | +1,065+16.2% | 加碼 |
| Harbert Fund Advisors, Inc. | 7,650 | $130.1 萬 | 0.89% | +7,650 | 新進 |
| Legacy Edge Advisors, LLC | 7,650 | $130.1 萬 | 0.30% | +7,650 | 新進 |
| IFG Advisors, LLC | 7,656 | $130.2 萬 | 0.38% | +54+0.7% | 加碼 |
| Kessler Investment Group, LLC | 7,667 | $130.4 萬 | 0.80% | +57+0.7% | 加碼 |
| General Partner, Inc. | 7,637 | $130.6 萬 | 1.10% | −639−7.7% | 減碼 |
| Garrison Point Advisors, LLC | 7,679 | $130.6 萬 | 0.92% | 00.0% | 不變 |
| Belmont Capital, LLC | 7,679 | $130.6 萬 | 0.56% | 00.0% | 不變 |
| Alhambra Investment Partners LLC | 7,688 | $130.8 萬 | 0.78% | −15−0.2% | 減碼 |
| Correct Capital Wealth Management | 7,700 | $131.0 萬 | 0.33% | +7,700 | 新進 |
| Keystone Financial Services | 7,701 | $131.0 萬 | 0.62% | −204−2.6% | 減碼 |
| Madison Wealth Partners, Inc | 7,702 | $131.0 萬 | 0.52% | +6,130+389.9% | 加碼 |
| Cooper Financial Group | 7,709 | $131.1 萬 | 0.24% | +189+2.5% | 加碼 |
| McGlone Suttner Wealth Management, Inc. | 7,717 | $131.3 萬 | 0.26% | +420+5.8% | 加碼 |
| Dixon Fnancial Services, Inc. | 7,733 | $131.5 萬 | 0.81% | −66−0.8% | 減碼 |
| ARGA Investment Management, LP | 7,737 | $131.6 萬 | 0.05% | 00.0% | 不變 |
| Partners Capital Investment Group, LLP | 7,737 | $131.6 萬 | 0.03% | +2,385+44.6% | 加碼 |
| Alta Wealth Advisors LLC | 7,747 | $131.8 萬 | 0.74% | −70−0.9% | 減碼 |
| Sound Income Strategies, LLC | 7,760 | $132.0 萬 | 0.11% | +1,112+16.7% | 加碼 |
| Olistico Wealth, LLC | 7,775 | $132.3 萬 | 1.03% | +170+2.2% | 加碼 |
| Pflug Koory, LLC | 7,777 | $132.3 萬 | 0.70% | 00.0% | 不變 |
| Capital Investment Counsel, Inc | 7,807 | $132.8 萬 | 0.23% | +663+9.3% | 加碼 |
| Sandy Cove Advisors, LLC | 7,843 | $133.4 萬 | 0.68% | +740+10.4% | 加碼 |
| RFP Financial Group LLC | 7,869 | $133.9 萬 | 0.55% | 00.0% | 不變 |
| SignalPoint Asset Management, LLC | 7,874 | $133.9 萬 | 0.39% | +20.0% | 加碼 |
| Precedent Wealth Partners, LLC | 7,879 | $134.0 萬 | 0.68% | +7,879 | 新進 |
| BluePath Capital Management, LLC | 7,837 | $134.0 萬 | 1.18% | +933+13.5% | 加碼 |
| Costello Asset Management, INC | 7,889 | $134.2 萬 | 1.11% | −2,679−25.4% | 減碼 |
| KRS Capital Management, LLC | 7,939 | $135.0 萬 | 1.26% | −584−6.9% | 減碼 |
| Ambassador Advisors, LLC | 7,756 | $135.3 萬 | 0.30% | +11+0.1% | 加碼 |
| Commons Capital, LLC | 7,963 | $135.5 萬 | 2.14% | +48+0.6% | 加碼 |
| Alera Investment Advisors, LLC | 7,963 | $135.5 萬 | 0.18% | −231−2.8% | 減碼 |
| Stephens Consulting, LLC | 7,969 | $135.6 萬 | 0.46% | −34−0.4% | 減碼 |
| Veracity Capital LLC | 7,970 | $135.6 萬 | 0.55% | +225+2.9% | 加碼 |
| Quotient Wealth Partners, LLC | 7,971 | $135.6 萬 | 0.05% | +7,971 | 新進 |
| Disciplined Equity Management, Inc. | 7,981 | $135.8 萬 | 0.93% | +2,068+35.0% | 加碼 |
| Carlson Capital Management | 7,982 | $135.8 萬 | 0.07% | +2,217+38.5% | 加碼 |
| Eukles Asset Management | 7,986 | $135.8 萬 | 0.64% | −72−0.9% | 減碼 |
| NorthStar Asset Management LLC | 7,994 | $136.0 萬 | 1.24% | +7,994 | 新進 |
| Accel Wealth Management | 7,999 | $136.1 萬 | 0.68% | +144+1.8% | 加碼 |
| Beacon Financial Advisory LLC | 7,999 | $136.1 萬 | 0.66% | −43−0.5% | 減碼 |
| Pentwater Capital Management LP | 8,000 | $136.1 萬 | 0.03% | −10,000−55.6% | 減碼 |
| GoodHaven Capital Management, LLC | 8,000 | $136.1 萬 | 0.59% | 00.0% | 不變 |
| McElhenny Sheffield Capital Management, LLC | 8,030 | $136.6 萬 | 0.56% | −20.0% | 減碼 |
| Lazari Capital Management, Inc. | 8,044 | $136.8 萬 | 0.78% | −164−2.0% | 減碼 |
| Capital Markets Trading UK LLP | 8,062 | $137.1 萬 | 1.01% | +5,277+189.5% | 加碼 |
| Foresight Global Investors, Inc. | 8,070 | $137.3 萬 | 0.79% | −2,642−24.7% | 減碼 |
| ELCO Management Co., LLC | 8,071 | $137.3 萬 | 0.90% | +19+0.2% | 加碼 |
| Apella Capital, LLC | 8,035 | $137.7 萬 | 0.08% | −70−0.9% | 減碼 |
| Cora Capital Advisors LLC | 8,098 | $137.8 萬 | 0.81% | −53−0.7% | 減碼 |
| Zions Bancorporation, N.A. | 8,116 | $138.1 萬 | 0.09% | −8−0.1% | 減碼 |
| Orca Investment Management, LLC | 8,125 | $138.2 萬 | 1.33% | +11+0.1% | 加碼 |
| Israel Discount Bank of New York | 8,127 | $138.2 萬 | 1.08% | −217−2.6% | 減碼 |
| Vivaldi Capital Management, LLC | 7,933 | $138.2 萬 | 0.41% | +1,888+31.2% | 加碼 |
| Kozak & Associates, Inc. | 8,242 | $138.5 萬 | 0.44% | −994−10.8% | 減碼 |
| FSB Premier Wealth Management, Inc. | 8,167 | $138.9 萬 | 0.70% | +689+9.2% | 加碼 |
| Syntax Research, Inc. | 8,168 | $138.9 萬 | 1.16% | +34+0.4% | 加碼 |
| Atom Investors LP | 8,176 | $139.1 萬 | 0.25% | −1,490−15.4% | 減碼 |
| Capital Square, LLC | 8,177 | $139.1 萬 | 1.57% | +104+1.3% | 加碼 |
| Coastwise Capital Group, LLC | 8,192 | $139.3 萬 | 1.42% | +229+2.9% | 加碼 |
| Keyes, Stange & Wooten Wealth Management, LLC | 8,195 | $139.4 萬 | 1.48% | +8,195 | 新進 |
| Monte Financial Group, LLC | 8,198 | $139.4 萬 | 0.65% | 00.0% | 不變 |
| Cheviot Value Management, LLC | 8,199 | $139.5 萬 | 0.30% | −842−9.3% | 減碼 |
| O'Neil Global Advisors, Inc. | 8,200 | $139.5 萬 | 0.81% | +8,200 | 新進 |
| CPA Asset Management LLC | 8,209 | $139.6 萬 | 0.85% | 00.0% | 不變 |
| Tilia Fiduciary Partners, Inc. | 8,224 | $139.9 萬 | 1.30% | −252−3.0% | 減碼 |
| M. Kraus & Co | 8,249 | $140.3 萬 | 0.46% | 00.0% | 不變 |
| Elmwood Wealth Management, Inc. | 8,252 | $140.4 萬 | 0.98% | −3,213−28.0% | 減碼 |
| Access Financial Services, Inc. | 8,256 | $140.4 萬 | 0.72% | −945−10.3% | 減碼 |
| Northwest Wealth Management, LLC | 8,265 | $140.6 萬 | 0.42% | +47+0.6% | 加碼 |
| Sather Financial Group Inc | 8,279 | $140.8 萬 | 0.10% | +21+0.3% | 加碼 |
| Herbst Group, LLC | 8,285 | $140.9 萬 | 0.90% | −200−2.4% | 減碼 |
| TLWM | 8,298 | $141.1 萬 | 0.33% | +16+0.2% | 加碼 |
| Legacy Capital Group California, Inc. | 8,305 | $141.3 萬 | 0.55% | +7+0.1% | 加碼 |
| Proffitt & Goodson Inc | 8,313 | $141.4 萬 | 0.27% | −143−1.7% | 減碼 |
| Hendershot Investments Inc. | 8,333 | $141.7 萬 | 0.22% | −30−0.4% | 減碼 |
| Childress Capital Advisors, LLC | 8,374 | $142.4 萬 | 0.42% | −328−3.8% | 減碼 |
| W Advisors, LLC | 8,374 | $142.4 萬 | 1.06% | +30.0% | 加碼 |
| Montz Harcus Wealth Management LLC | 8,392 | $142.7 萬 | 1.09% | +251+3.1% | 加碼 |
| Joule Financial, LLC | 8,394 | $142.8 萬 | 0.66% | +2,135+34.1% | 加碼 |
| Rogco, LP | 8,409 | $143.0 萬 | 0.63% | −216−2.5% | 減碼 |
| Eagle Wealth Strategies LLC | 8,422 | $143.3 萬 | 0.86% | +8,422 | 新進 |
| Bouchey Financial Group Ltd | 8,428 | $143.4 萬 | 0.15% | −307−3.5% | 減碼 |
| Richard W. Paul & Associates, LLC | 8,429 | $143.4 萬 | 0.60% | +1,576+23.0% | 加碼 |
| Sivia Capital Partners, LLC | 8,437 | $143.5 萬 | 1.09% | +8,437 | 新進 |
| Key Client Fiduciary Advisors, LLC | 8,451 | $143.8 萬 | 0.84% | −223−2.6% | 減碼 |
| Front Row Advisors LLC | 8,457 | $143.9 萬 | 0.66% | −3,648−30.1% | 減碼 |
| STAR Financial Bank | 8,490 | $144.4 萬 | 1.31% | −56−0.7% | 減碼 |
| Stephenson National Bank & Trust | 8,500 | $144.6 萬 | 0.71% | −48−0.6% | 減碼 |
| Ategra Capital Management, LLC | 8,546 | $145.4 萬 | 0.65% | −268−3.0% | 減碼 |
| Legacy Bridge, LLC | 8,549 | $145.4 萬 | 0.94% | 00.0% | 不變 |
| Dohj, LLC | 8,552 | $145.5 萬 | 0.43% | −1,267−12.9% | 減碼 |
| Tortoise Investment Management, LLC | 8,578 | $145.9 萬 | 0.20% | −442−4.9% | 減碼 |
| Westbourne Investment Advisors, Inc. | 8,595 | $146.2 萬 | 0.59% | 00.0% | 不變 |
| First National Bank Sioux Falls | 8,609 | $146.4 萬 | 0.75% | 00.0% | 不變 |
| Wealth Management Associates, Inc. | 8,626 | $146.7 萬 | 0.77% | −693−7.4% | 減碼 |
| KC Investment Advisors, LLC | 8,629 | $146.8 萬 | 0.88% | +1,547+21.8% | 加碼 |
| Ti-Trust, Inc | 8,641 | $147.0 萬 | 1.30% | −147−1.7% | 減碼 |