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 5,158 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 | 5,158 | $6,437 億 |
| 2026 年第 1 季 | 5,103 | $5,720 億 |
| 2025 年第 4 季 | 5,154 | $6,395 億 |
| 2025 年第 3 季 | 4,765 | $6,180 億 |
| 2025 年第 2 季 | 4,752 | $5,824 億 |
| 2025 年第 1 季 | 4,679 | $4,946 億 |
| 2024 年第 4 季 | 4,680 | $4,900 億 |
| 2024 年第 3 季 | 4,215 | $4,294 億 |
| 2024 年第 2 季 | 4,181 | $4,162 億 |
| 2024 年第 1 季 | 4,120 | $4,145 億 |
| 2023 年第 4 季 | 4,001 | $3,518 億 |
| 2023 年第 3 季 | 3,710 | $2,970 億 |
| 2023 年第 2 季 | 3,672 | $2,976 億 |
| 2023 年第 1 季 | 3,612 | $2,663 億 |
| 2022 年第 4 季 | 3,628 | $2,783 億 |
| 2022 年第 3 季 | 3,395 | $2,129 億 |
| 2022 年第 2 季 | 3,427 | $2,293 億 |
| 2022 年第 1 季 | 3,519 | $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 |
|---|---|---|---|---|---|
| Dover Advisors, LLC | 8,653 | $147.2 萬 | 1.94% | −3,499−28.8% | 減碼 |
| Redwood Investment Management, LLC | 8,656 | $147.2 萬 | 0.13% | +8,656 | 新進 |
| GoalVest Advisory LLC | 8,669 | $147.5 萬 | 0.65% | +6,409+283.6% | 加碼 |
| American State Bank (Iowa) | 8,670 | $147.5 萬 | 0.94% | +196+2.3% | 加碼 |
| Prossimo Advisors, LLC | 8,673 | $147.5 萬 | 3.12% | +136+1.6% | 加碼 |
| RMR Capital Management, LLC | 8,679 | $147.6 萬 | 1.70% | +8,679 | 新進 |
| First National Bank & Trust Co of Newtown | 8,686 | $147.7 萬 | 0.32% | −60−0.7% | 減碼 |
| Addison Advisors LLC | 8,701 | $148.0 萬 | 0.58% | +458+5.6% | 加碼 |
| Purus Wealth Management, LLC | 8,719 | $148.3 萬 | 0.86% | +618+7.6% | 加碼 |
| West Paces Advisors Inc. | 8,749 | $148.8 萬 | 0.42% | +29+0.3% | 加碼 |
| Defined Wealth Management, LLC | 8,749 | $148.8 萬 | 1.14% | +43+0.5% | 加碼 |
| Steele Capital Management, Inc. | 8,760 | $149.0 萬 | 0.10% | +8,760 | 新進 |
| JPL Wealth Management, LLC | 8,774 | $149.3 萬 | 1.07% | +8,774 | 新進 |
| ORBA Wealth Advisors, L.L.C. | 8,792 | $149.6 萬 | 0.90% | +8,792 | 新進 |
| Private Portfolio Partners LLC | 8,807 | $149.8 萬 | 0.34% | −77−0.9% | 減碼 |
| Eagle Capital Management LLC | 8,808 | $149.8 萬 | 0.01% | 00.0% | 不變 |
| Tempus Wealth Planning, LLC | 8,832 | $150.2 萬 | 0.66% | −228−2.5% | 減碼 |
| Hummer Financial Advisory Services Inc | 8,840 | $150.4 萬 | 1.38% | 00.0% | 不變 |
| Banco BTG Pactual S.A. | 8,845 | $150.6 萬 | 0.34% | +2,465+38.6% | 加碼 |
| Berkeley Capital Partners, LLC | 8,865 | $150.8 萬 | 0.50% | +38+0.4% | 加碼 |
| PFC Capital Group, Inc. | 8,875 | $150.9 萬 | 0.90% | +8,875 | 新進 |
| Breakwater Capital Group | 8,872 | $150.9 萬 | 0.43% | +314+3.7% | 加碼 |
| Waterfront Wealth Inc. | 8,879 | $151.0 萬 | 0.45% | +145+1.7% | 加碼 |
| Driehaus Capital Management LLC | 8,886 | $151.2 萬 | 0.02% | +1,584+21.7% | 加碼 |
| Asio Capital, LLC | 8,896 | $151.3 萬 | 0.35% | +223+2.6% | 加碼 |
| Householder Group Estate & Retirement Specialist, LLC | 8,905 | $151.4 萬 | 0.50% | +630+7.6% | 加碼 |
| Sanders Morris Harris LLC | 8,861 | $151.6 萬 | 0.75% | −12,144−57.8% | 減碼 |
| Bennett Selby Investments LP | 8,922 | $151.8 萬 | 0.78% | −179−2.0% | 減碼 |
| Round Rock Advisors, LLC | 8,930 | $151.9 萬 | 0.38% | +5+0.1% | 加碼 |
| Citadel Investment Advisory, Inc. | 8,936 | $152.0 萬 | 0.94% | 00.0% | 不變 |
| Kapstone Financial Advisors LLC | 8,806 | $152.3 萬 | 1.19% | −5,663−39.1% | 減碼 |
| Capital City Trust Co | 8,973 | $152.6 萬 | 0.45% | +1,438+19.1% | 加碼 |
| Round Hill Asset Management | 8,982 | $152.8 萬 | 0.96% | −59−0.7% | 減碼 |
| Atlas Private Wealth Advisors | 8,982 | $152.8 萬 | 0.28% | +10.0% | 加碼 |
| Seven Mile Advisory | 8,994 | $153.0 萬 | 1.33% | +614+7.3% | 加碼 |
| MEMBERS Trust Co | 9,013 | $153.5 萬 | 0.04% | +541+6.4% | 加碼 |
| Astoria Portfolio Advisors LLC. | 8,772 | $153.6 萬 | 0.62% | +4,351+98.4% | 加碼 |
| Providence Wealth Advisors, LLC | 6,961 | $153.8 萬 | 1.83% | −14,133−67.0% | 減碼 |
| Personal Cfo Solutions, LLC | 9,043 | $153.8 萬 | 0.27% | −2,438−21.2% | 減碼 |
| Secured Retirement Advisors, LLC | 9,063 | $154.2 萬 | 1.48% | +9,063 | 新進 |
| City State Bank | 9,065 | $154.2 萬 | 0.77% | −85−0.9% | 減碼 |
| Diversified, LLC | 9,072 | $154.3 萬 | 0.33% | +727+8.7% | 加碼 |
| New Millennium Group LLC | 9,092 | $154.7 萬 | 1.37% | +8,736+2,453.9% | 加碼 |
| CFO4Life Group, LLC | 9,119 | $155.1 萬 | 0.30% | +41+0.5% | 加碼 |
| Mango Five Family, Inc. | 9,125 | $155.2 萬 | 0.58% | +9,125 | 新進 |
| FSM Wealth Advisors, LLC | 9,128 | $155.3 萬 | 0.66% | −87−0.9% | 減碼 |
| James J. Burns & Company, LLC | 9,159 | $155.8 萬 | 0.37% | +1,497+19.5% | 加碼 |
| West Family Investments, Inc. | 9,161 | $155.8 萬 | 0.53% | +166+1.8% | 加碼 |
| Summit Wealth & Retirement Planning, Inc. | 9,167 | $155.9 萬 | 0.66% | −53−0.6% | 減碼 |
| Caldwell Sutter Capital, Inc. | 9,178 | $156.1 萬 | 0.79% | −65−0.7% | 減碼 |
| Lakeridge Wealth Management LLC | 9,179 | $156.1 萬 | 1.13% | +9,179 | 新進 |
| De Burlo Group Inc | 10,773 | $156.2 萬 | 0.27% | 00.0% | 不變 |
| Financial Perspectives, Inc | 9,214 | $156.7 萬 | 0.64% | +56+0.6% | 加碼 |
| Masso Torrence Wealth Management Inc. | 9,221 | $156.8 萬 | 1.07% | +180+2.0% | 加碼 |
| Ami Asset Management Corp | 9,253 | $157.4 萬 | 0.09% | −153−1.6% | 減碼 |
| Delphi Management Inc | 9,263 | $157.6 萬 | 1.45% | +532+6.1% | 加碼 |
| Total Clarity Wealth Management, Inc. | 9,268 | $157.6 萬 | 0.65% | −11−0.1% | 減碼 |
| Allstate Corp | 9,278 | $157.8 萬 | 0.11% | −960−9.4% | 減碼 |
| Cozad Asset Management Inc | 9,298 | $158.2 萬 | 0.18% | +446+5.0% | 加碼 |
| Iron Financial, LLC | 9,311 | $158.4 萬 | 0.90% | −17−0.2% | 減碼 |
| Independent Solutions Wealth Management, LLC | 9,317 | $158.5 萬 | 0.41% | −1,345−12.6% | 減碼 |
| Terril Brothers, Inc. | 9,344 | $158.9 萬 | 0.56% | +2,500+36.5% | 加碼 |
| Greater Midwest Financial Group, LLC | 9,351 | $159.1 萬 | 1.08% | +9,351 | 新進 |
| Ridgecrest Wealth Partners, LLC | 9,357 | $159.2 萬 | 1.05% | −10−0.1% | 減碼 |
| Ullmann Financial Group, Inc. | 9,365 | $159.3 萬 | 0.26% | +3,997+74.5% | 加碼 |
| Harel Insurance Investments & Financial Services Ltd. | 9,373 | $159.5 萬 | 0.03% | −270−2.8% | 減碼 |
| US Asset Management LLC | 9,375 | $159.5 萬 | 1.58% | +9,375 | 新進 |
| Perennial Investment Advisors, LLC | 9,390 | $159.7 萬 | 0.27% | −737−7.3% | 減碼 |
| Fielder Capital Group LLC | 9,405 | $160.0 萬 | 0.97% | +9,405 | 新進 |
| Journey Strategic Wealth LLC | 9,405 | $160.0 萬 | 0.08% | +531+6.0% | 加碼 |
| Wealthquest Corp | 9,440 | $160.6 萬 | 0.18% | +208+2.3% | 加碼 |
| Gilman Hill Asset Management, LLC | 9,458 | $160.9 萬 | 0.30% | −939−9.0% | 減碼 |
| Consolidated Portfolio Review Corp | 9,464 | $161.0 萬 | 0.37% | −1,992−17.4% | 減碼 |
| Summit Financial Wealth Advisors, LLC | 9,473 | $161.1 萬 | 0.37% | +294+3.2% | 加碼 |
| Vicus Capital | 9,494 | $161.5 萬 | 0.16% | −2,412−20.3% | 減碼 |
| Coastal Bridge Advisors, LLC | 9,496 | $161.5 萬 | 0.41% | +10.0% | 加碼 |
| Signet Financial Management, LLC | 9,496 | $161.5 萬 | 0.24% | −226−2.3% | 減碼 |
| Alterity Financial Group, LLC | 9,499 | $161.6 萬 | 2.31% | −242−2.5% | 減碼 |
| PEAK6 Investments LLC | 9,500 | $161.6 萬 | 0.07% | −83,073−89.7% | 減碼 |
| Morton Capital Management LLC | 9,505 | $161.7 萬 | 0.48% | +32+0.3% | 加碼 |
| Samalin Investment Counsel, LLC | 9,539 | $162.3 萬 | 0.82% | −124−1.3% | 減碼 |
| Philo Smith Capital Corp | 9,550 | $162.4 萬 | 0.52% | 00.0% | 不變 |
| Eley Financial Management, Inc | 9,552 | $162.5 萬 | 0.76% | −14−0.1% | 減碼 |
| MWA Asset Management | 9,557 | $162.6 萬 | 1.34% | +57+0.6% | 加碼 |
| Navalign, LLC | 9,558 | $162.6 萬 | 0.57% | −484−4.8% | 減碼 |
| Baystate Wealth Management LLC | 9,575 | $162.9 萬 | 0.12% | −1,482−13.4% | 減碼 |
| Canvas Wealth Advisors, LLC | 9,638 | $162.9 萬 | 0.59% | −233−2.4% | 減碼 |
| Kowal Investment Group, LLC | 9,585 | $163.0 萬 | 0.38% | +555+6.1% | 加碼 |
| Castle Wealth Management LLC | 9,601 | $163.3 萬 | 0.98% | +802+9.1% | 加碼 |
| Mendel Capital Management LLC | 9,624 | $163.7 萬 | 1.18% | +102+1.1% | 加碼 |
| Meridian Financial Partners LLC | 9,782 | $163.8 萬 | 1.68% | +543+5.9% | 加碼 |
| Ausdal Financial Partners, Inc. | 9,635 | $163.9 萬 | 0.20% | +33+0.3% | 加碼 |
| Sage Rhino Capital LLC | 9,665 | $164.4 萬 | 0.42% | +7+0.1% | 加碼 |
| WR Wealth Planners, LLC | 9,668 | $164.4 萬 | 0.61% | +977+11.2% | 加碼 |
| JSF Financial, LLC | 9,672 | $164.5 萬 | 0.57% | −723−7.0% | 減碼 |
| Advisory Alpha, LLC | 9,673 | $164.5 萬 | 0.08% | +2,728+39.3% | 加碼 |
| Clarus Group, Inc. | 9,681 | $164.7 萬 | 1.25% | −1,583−14.1% | 減碼 |
| Provence Wealth Management Group | 9,699 | $165.0 萬 | 0.89% | +1,585+19.5% | 加碼 |
| Cypress Wealth Services, LLC | 9,727 | $165.5 萬 | 0.41% | −166−1.7% | 減碼 |
| Navellier & Associates Inc | 9,740 | $165.7 萬 | 0.25% | +980+11.2% | 加碼 |