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 |
|---|---|---|---|---|---|
| Ramsay, Stattman, Vela & Price, Inc. | 9,741 | $165.7 萬 | 0.34% | 00.0% | 不變 |
| Raleigh Capital Management Inc. | 9,743 | $165.7 萬 | 0.77% | +1,317+15.6% | 加碼 |
| N.E.W. Advisory Services LLC | 9,758 | $166.0 萬 | 0.20% | −154−1.6% | 減碼 |
| Keel Point, LLC | 9,783 | $166.4 萬 | 0.20% | +679+7.5% | 加碼 |
| Orion Capital Management LLC | 9,789 | $166.5 萬 | 0.98% | +75+0.8% | 加碼 |
| Aspen Wealth Strategies, LLC | 9,798 | $166.7 萬 | 1.21% | −24−0.2% | 減碼 |
| Saxon Interests, Inc. | 9,803 | $166.7 萬 | 0.83% | +9,803 | 新進 |
| Strait & Sound Wealth Management LLC | 9,996 | $167.0 萬 | 1.04% | −118−1.2% | 減碼 |
| Paloma Partners Management Co | 9,821 | $167.1 萬 | 0.27% | +6,453+191.6% | 加碼 |
| First Trust Investment Solutions L.P. | 9,831 | $167.2 萬 | 0.35% | +9,831 | 新進 |
| AJ Advisors, LLC | 9,901 | $168.4 萬 | 1.04% | +5,844+144.0% | 加碼 |
| Eudaimonia Advisors LLC | 9,938 | $169.1 萬 | 1.09% | +116+1.2% | 加碼 |
| Morris Financial Concepts, Inc. | 9,939 | $169.1 萬 | 0.97% | −176−1.7% | 減碼 |
| Matrix Trust Co | 9,949 | $169.2 萬 | 0.40% | −97−1.0% | 減碼 |
| First National Bank of Hutchinson | 9,992 | $170.0 萬 | 1.22% | −136−1.3% | 減碼 |
| United Fire Group Inc | 10,000 | $170.1 萬 | 3.09% | 00.0% | 不變 |
| Crescent Grove Advisors, LLC | 10,004 | $170.2 萬 | 0.19% | −123−1.2% | 減碼 |
| Stanley-Laman Group, Ltd. | 10,015 | $170.4 萬 | 0.26% | +6,015+150.4% | 加碼 |
| Old Mission Investment Co LLC | 10,025 | $170.5 萬 | 0.60% | −318−3.1% | 減碼 |
| RW Investment Management LLC | 10,026 | $170.5 萬 | 0.26% | −21−0.2% | 減碼 |
| Walkner Condon Financial Advisors LLC | 10,040 | $170.8 萬 | 0.39% | +1,832+22.3% | 加碼 |
| G&S Capital LLC | 10,071 | $171.3 萬 | 0.81% | −9,645−48.9% | 減碼 |
| Paulson Wealth Management Inc. | 10,095 | $171.7 萬 | 0.55% | −2,113−17.3% | 減碼 |
| Focused Wealth Management, Inc | 10,100 | $171.8 萬 | 0.28% | −70−0.7% | 減碼 |
| MGB Wealth Management, LLC | 10,099 | $171.8 萬 | 0.86% | +10,099 | 新進 |
| CRA Financial Services, LLC | 10,121 | $172.2 萬 | 0.42% | +120+1.2% | 加碼 |
| Bigelow Investment Advisors, LLC | 10,124 | $172.2 萬 | 0.93% | +43+0.4% | 加碼 |
| Fortress Wealth Group, LLC | 10,029 | $172.5 萬 | 1.03% | +609+6.5% | 加碼 |
| Hemenway Trust Co LLC | 10,169 | $173.0 萬 | 0.17% | +555+5.8% | 加碼 |
| Autumn Glory Partners, LLC | 10,287 | $173.3 萬 | 0.99% | −1,967−16.1% | 減碼 |
| Calton & Associates, Inc. | 10,193 | $173.4 萬 | 0.70% | +8,330+447.1% | 加碼 |
| Armstrong, Fleming & Moore, Inc | 10,195 | $173.4 萬 | 1.31% | 00.0% | 不變 |
| Applied Capital LLC | 10,220 | $173.8 萬 | 1.60% | −440−4.1% | 減碼 |
| Aldebaran Financial Inc. | 10,235 | $174.1 萬 | 2.70% | −286−2.7% | 減碼 |
| LifeSteps Financial, Inc. | 10,240 | $174.2 萬 | 1.54% | +84+0.8% | 加碼 |
| Palumbo Wealth Management LLC | 10,243 | $174.2 萬 | 0.89% | +45+0.4% | 加碼 |
| London & Capital Asset Management Ltd | 10,259 | $174.5 萬 | 0.15% | +126+1.2% | 加碼 |
| Prentice Wealth Management LLC | 10,272 | $174.7 萬 | 0.68% | +377+3.8% | 加碼 |
| Meadow Creek Wealth Advisors LLC | 10,275 | $174.8 萬 | 1.70% | +10,275 | 新進 |
| Prosperitas Financial LLC | 10,301 | $175.2 萬 | 1.29% | +925+9.9% | 加碼 |
| Matrix Private Capital Group LLC | 10,303 | $175.3 萬 | 1.32% | −264−2.5% | 減碼 |
| Towercrest Capital Management | 10,304 | $175.3 萬 | 0.31% | +27+0.3% | 加碼 |
| Winning Points Advisors, LLC | 10,323 | $175.6 萬 | 2.71% | +1,000+10.7% | 加碼 |
| Capital Advisors, Ltd. LLC | 10,325 | $175.6 萬 | 0.25% | −72−0.7% | 減碼 |
| Monument Capital Management | 10,328 | $175.7 萬 | 0.57% | +3,972+62.5% | 加碼 |
| Sterling Investment Counsel, LLC | 10,338 | $175.9 萬 | 0.90% | −28−0.3% | 減碼 |
| Sky Investment Group LLC | 10,370 | $176.4 萬 | 0.37% | −17−0.2% | 減碼 |
| Cape Ann Savings Bank | 10,129 | $176.6 萬 | 1.17% | −394−3.7% | 減碼 |
| Relative Value Partners Group, LLC | 10,385 | $176.6 萬 | 0.11% | +324+3.2% | 加碼 |
| Epacria Capital Partners, LLC | 10,400 | $176.9 萬 | 1.42% | 00.0% | 不變 |
| Fortitude Advisory Group L.L.C. | 10,408 | $177.0 萬 | 1.08% | −1,213−10.4% | 減碼 |
| Hollow Brook Wealth Management LLC | 10,420 | $177.2 萬 | 0.71% | −13−0.1% | 減碼 |
| Evergreen Wealth Solutions, LLC | 10,432 | $177.4 萬 | 1.52% | −301−2.8% | 減碼 |
| Cynosure Management, LLC | 10,449 | $177.7 萬 | 0.32% | +332+3.3% | 加碼 |
| Traverso Chambers Private Wealth Management, LLC | 10,454 | $177.8 萬 | 0.43% | +506+5.1% | 加碼 |
| Aire Advisors, LLC | 10,462 | $178.1 萬 | 0.44% | +468+4.7% | 加碼 |
| Woodward Diversified Capital, LLC | 10,470 | $178.1 萬 | 1.12% | −398−3.7% | 減碼 |
| Violich Capital Management, Inc. | 10,485 | $178.3 萬 | 0.29% | −2,350−18.3% | 減碼 |
| Select Asset Management & Trust | 10,490 | $178.4 萬 | 0.88% | 00.0% | 不變 |
| Vista Investment Partners LLC | 10,505 | $178.7 萬 | 0.66% | +10,505 | 新進 |
| Hemington Wealth Management | 10,518 | $178.9 萬 | 0.69% | +1,285+13.9% | 加碼 |
| Hunter Associates Investment Management LLC | 10,531 | $179.1 萬 | 0.33% | +835+8.6% | 加碼 |
| CVA Family Office, LLC | 10,532 | $179.2 萬 | 0.35% | +46+0.4% | 加碼 |
| Angeles Wealth Management, LLC | 10,549 | $179.4 萬 | 0.22% | +287+2.8% | 加碼 |
| First Citizens Financial Corp | 10,556 | $179.6 萬 | 1.15% | −200−1.9% | 減碼 |
| Rainsberger Wealth Advisors, Inc. | 10,570 | $179.8 萬 | 0.98% | +110+1.1% | 加碼 |
| Godshalk Welsh Capital Management, Inc. | 10,575 | $179.9 萬 | 1.29% | +150+1.4% | 加碼 |
| IMS Capital Management | 10,583 | $180.0 萬 | 0.88% | −96−0.9% | 減碼 |
| Trust Investment Advisors | 10,618 | $180.6 萬 | 1.41% | +22+0.2% | 加碼 |
| TBH Global Asset Management, LLC | 10,630 | $180.8 萬 | 0.37% | −1,047−9.0% | 減碼 |
| Advisory Research Inc | 10,636 | $180.9 萬 | 0.28% | −3,341−23.9% | 減碼 |
| Tradition Wealth Management, LLC | 10,652 | $181.2 萬 | 0.19% | −378−3.4% | 減碼 |
| Mirabella Financial Services LLP | 10,672 | $181.5 萬 | 0.26% | +10,672 | 新進 |
| CoreFirst Bank & Trust | 10,680 | $181.7 萬 | 1.21% | −134−1.2% | 減碼 |
| Park Place Capital Corp | 10,687 | $181.8 萬 | 0.72% | −5,357−33.4% | 減碼 |
| Newbridge Financial Services Group, Inc. | 10,706 | $182.1 萬 | 0.89% | +1,289+13.7% | 加碼 |
| Quent Capital, LLC | 10,708 | $182.1 萬 | 0.24% | −84−0.8% | 減碼 |
| Financial Management Professionals, Inc. | 10,721 | $182.4 萬 | 0.30% | +341+3.3% | 加碼 |
| Vantage Financial Partners Ltd., Inc. | 10,724 | $182.4 萬 | 0.55% | −50−0.5% | 減碼 |
| Drive Wealth Management, LLC | 10,724 | $182.4 萬 | 0.59% | −1,073−9.1% | 減碼 |
| Zhang Financial LLC | 10,735 | $182.6 萬 | 0.16% | +1,301+13.8% | 加碼 |
| Onyx Bridge Wealth Group LLC | 10,740 | $182.7 萬 | 0.37% | −198−1.8% | 減碼 |
| Formidable Asset Management, LLC | 10,750 | $182.9 萬 | 0.40% | −244−2.2% | 減碼 |
| Global Trust Asset Management, LLC | 10,760 | $183.0 萬 | 0.80% | +208+2.0% | 加碼 |
| JNBA Financial Advisors | 10,762 | $183.1 萬 | 0.21% | −541−4.8% | 減碼 |
| American Investment Services, Inc. | 10,762 | $183.1 萬 | 0.35% | −216−2.0% | 減碼 |
| Letson Investment Management, Inc. | 10,764 | $183.1 萬 | 0.85% | +10,764 | 新進 |
| Lakeshore Financial Planning, Inc. | 10,782 | $183.4 萬 | 1.02% | −72−0.7% | 減碼 |
| Mendel Money Management | 10,821 | $184.1 萬 | 0.88% | −1,249−10.3% | 減碼 |
| Virtue Capital Management, LLC | 10,710 | $184.6 萬 | 0.37% | −3,192−23.0% | 減碼 |
| AlphaStar Capital Management, LLC | 10,864 | $184.8 萬 | 0.17% | +3,159+41.0% | 加碼 |
| Gerber Kawasaki Wealth & Investment Management | 10,882 | $185.1 萬 | 0.11% | −2,784−20.4% | 減碼 |
| CIC Wealth, LLC | 10,894 | $185.3 萬 | 0.59% | −58−0.5% | 減碼 |
| Okabena Investment Services Inc | 10,911 | $185.6 萬 | 0.72% | +8,277+314.2% | 加碼 |
| FJ Capital Management LLC | 10,922 | $185.8 萬 | 0.19% | +10,922 | 新進 |
| Texas Capital Bancshares Inc | 10,932 | $186.0 萬 | 0.99% | −286−2.5% | 減碼 |
| Corundum Group, Inc. | 10,953 | $186.3 萬 | 0.93% | +245+2.3% | 加碼 |
| Heartwood Wealth Advisors LLC | 10,964 | $186.5 萬 | 0.25% | +1,057+10.7% | 加碼 |
| My Legacy Advisors, LLC | 10,977 | $186.9 萬 | 0.68% | +381+3.6% | 加碼 |
| Eqis Capital Management, Inc. | 11,007 | $187.2 萬 | 0.15% | −1,420−11.4% | 減碼 |