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 |
|---|---|---|---|---|---|
| Oarsman Capital, Inc. | 11,008 | $187.2 萬 | 0.50% | +59+0.5% | 加碼 |
| Hazlett, Burt & Watson, Inc. | 10,994 | $187.3 萬 | 1.26% | −77−0.7% | 減碼 |
| Grant/GrossMendelsohn, LLC | 10,848 | $187.3 萬 | 0.77% | −254−2.3% | 減碼 |
| Norris Perne & French LLP | 11,019 | $187.4 萬 | 0.15% | +386+3.6% | 加碼 |
| LexAurum Advisors, LLC | 11,024 | $187.5 萬 | 0.49% | −157−1.4% | 減碼 |
| Mainstay Capital Management LLC | 11,033 | $187.7 萬 | 0.36% | −217−1.9% | 減碼 |
| Westmount Partners, LLC | 11,050 | $188.0 萬 | 0.77% | +111+1.0% | 加碼 |
| Biltmore Family Office, LLC | 11,050 | $188.0 萬 | 0.39% | 00.0% | 不變 |
| Cacti Asset Management LLC | 11,110 | $188.2 萬 | 0.16% | 00.0% | 不變 |
| PYA Waltman Capital, LLC | 11,073 | $188.3 萬 | 0.78% | +229+2.1% | 加碼 |
| Money Concepts Capital Corp | 11,102 | $188.9 萬 | 0.18% | −599−5.1% | 減碼 |
| Northern Financial Advisors Inc | 11,122 | $189.2 萬 | 1.59% | +1,569+16.4% | 加碼 |
| CKW Financial Group | 11,126 | $189.3 萬 | 0.26% | −100−0.9% | 減碼 |
| Wealth Architects, LLC | 11,132 | $189.3 萬 | 0.27% | +40.0% | 加碼 |
| St. Johns Investment Management Company, LLC | 11,135 | $189.4 萬 | 0.97% | −150−1.3% | 減碼 |
| Revolve Wealth Partners, LLC | 11,146 | $189.6 萬 | 0.37% | +95+0.9% | 加碼 |
| Park Edge Advisors, LLC | 11,149 | $189.6 萬 | 0.66% | +205+1.9% | 加碼 |
| Game Creek Capital, LP | 11,175 | $190.1 萬 | 1.09% | −200−1.8% | 減碼 |
| BSW Wealth Partners | 11,185 | $190.3 萬 | 0.38% | −616−5.2% | 減碼 |
| Keudell/Morrison Wealth Management | 11,199 | $190.5 萬 | 0.63% | −726−6.1% | 減碼 |
| Diligent Investors, LLC | 11,204 | $190.6 萬 | 0.52% | +84+0.8% | 加碼 |
| HMS Capital Management, LLC | 11,231 | $191.0 萬 | 1.17% | −242−2.1% | 減碼 |
| Leo Wealth, LLC | 10,768 | $191.1 萬 | 0.20% | +10,768 | 新進 |
| Kayne Anderson Rudnick Investment Management LLC | 11,236 | $191.1 萬 | 0.00% | +110+1.0% | 加碼 |
| Birinyi Associates Inc | 11,255 | $191.5 萬 | 0.68% | +20.0% | 加碼 |
| Summit Financial Strategies, Inc. | 11,270 | $191.7 萬 | 0.29% | +99+0.9% | 加碼 |
| Pekin Hardy Strauss, Inc. | 11,271 | $191.7 萬 | 0.29% | 00.0% | 不變 |
| Pinnacle Wealth Management Group, Inc. | 11,276 | $191.8 萬 | 1.58% | 00.0% | 不變 |
| Carson Advisory Inc. | 11,286 | $192.0 萬 | 1.49% | −85−0.7% | 減碼 |
| Kidder Stephen W | 11,292 | $192.1 萬 | 0.62% | −175−1.5% | 減碼 |
| Gilbert & Cook, Inc. | 11,360 | $193.2 萬 | 0.27% | +164+1.5% | 加碼 |
| Princeton Capital Management LLC | 11,364 | $193.3 萬 | 0.78% | +261+2.4% | 加碼 |
| Klingman & Associates, LLC | 11,369 | $193.4 萬 | 0.14% | +222+2.0% | 加碼 |
| Icon Wealth Advisors, LLC | 11,379 | $193.6 萬 | 0.20% | +11,379 | 新進 |
| Optas, LLC | 11,392 | $193.8 萬 | 0.58% | +79+0.7% | 加碼 |
| WealthBridge Capital Management, LLC | 11,405 | $194.0 萬 | 0.73% | +239+2.1% | 加碼 |
| Financial Insights, Inc. | 11,406 | $194.0 萬 | 0.61% | +305+2.7% | 加碼 |
| Chesapeake Wealth Management | 11,429 | $194.4 萬 | 0.75% | −442−3.7% | 減碼 |
| MBL Wealth, LLC | 11,433 | $194.5 萬 | 0.24% | +473+4.3% | 加碼 |
| Highview Capital Management LLC | 11,438 | $194.6 萬 | 1.04% | +147+1.3% | 加碼 |
| Yarger Wealth Strategies, LLC | 11,449 | $194.7 萬 | 1.57% | −1,556−12.0% | 減碼 |
| Optimas Capital Ltd | 11,453 | $194.8 萬 | 1.84% | −24,247−67.9% | 減碼 |
| HF Advisory Group, LLC | 11,454 | $194.8 萬 | 1.24% | +1,534+15.5% | 加碼 |
| Waddell & Associates, LLC | 11,447 | $195.0 萬 | 0.26% | −1,077−8.6% | 減碼 |
| Two Sigma Securities, LLC | 11,464 | $195.0 萬 | 0.09% | −18,565−61.8% | 減碼 |
| Wealth Management Partners, LLC | 11,480 | $195.3 萬 | 1.09% | −321−2.7% | 減碼 |
| Caldwell Investment Management Ltd. | 11,460 | $195.4 萬 | 1.50% | 00.0% | 不變 |
| Evergreen Wealth Management, LLC | 11,488 | $195.4 萬 | 1.44% | +275+2.5% | 加碼 |
| Sonata Capital Group Inc | 11,496 | $195.5 萬 | 0.97% | −500−4.2% | 減碼 |
| 626 Financial, LLC | 11,504 | $195.7 萬 | 1.29% | −541−4.5% | 減碼 |
| Auxano Advisors, LLC | 11,516 | $195.9 萬 | 0.66% | −628−5.2% | 減碼 |
| Gateway Advisory, LLC | 11,523 | $196.0 萬 | 0.38% | +764+7.1% | 加碼 |
| Peoples Bank | 11,540 | $196.3 萬 | 1.15% | −116−1.0% | 減碼 |
| Windsor Capital Management, LLC | 11,544 | $196.4 萬 | 0.64% | −396−3.3% | 減碼 |
| Aaron Wealth Advisors | 11,555 | $196.6 萬 | 0.33% | −73−0.6% | 減碼 |
| Allred Capital Management, LLC | 11,568 | $196.8 萬 | 0.86% | −281−2.4% | 減碼 |
| Trillium Asset Management, LLC | 11,584 | $197.0 萬 | 0.05% | −107−0.9% | 減碼 |
| A. D. Beadell Investment Counsel, Inc. | 11,604 | $197.3 萬 | 1.88% | −220−1.9% | 減碼 |
| Oak Hill Wealth Advisors, LLC | 11,628 | $197.8 萬 | 0.68% | +30.0% | 加碼 |
| BlackDiamond Wealth Management Inc. | 11,348 | $198.0 萬 | 1.45% | +1,288+12.8% | 加碼 |
| Blue Square Asset Management, LLC | 11,663 | $198.4 萬 | 1.32% | −82−0.7% | 減碼 |
| Portfolio Design Labs, LLC | 11,664 | $198.4 萬 | 0.75% | +11,664 | 新進 |
| Paces Ferry Wealth Advisors, LLC | 11,668 | $198.5 萬 | 1.38% | −56−0.5% | 減碼 |
| AustralianSuper Pty Ltd | 11,677 | $198.6 萬 | 0.01% | −2,942−20.1% | 減碼 |
| Blodgett Wealth Advisors, LLC | 11,681 | $198.7 萬 | 2.03% | −999−7.9% | 減碼 |
| Iams Wealth Management, LLC | 11,689 | $198.8 萬 | 1.29% | −805−6.4% | 減碼 |
| Fort Point Capital Partners LLC | 11,714 | $199.3 萬 | 0.31% | −225−1.9% | 減碼 |
| Camarda Financial Advisors, LLC | 11,715 | $199.3 萬 | 0.86% | +301+2.6% | 加碼 |
| Weatherly Asset Management L. P. | 11,718 | $199.3 萬 | 0.21% | −578−4.7% | 減碼 |
| MRP Capital Investments, LLC | 11,761 | $200.1 萬 | 2.16% | −16,572−58.5% | 減碼 |
| One Charles Private Wealth Services, LLC | 11,792 | $200.6 萬 | 1.06% | +342+3.0% | 加碼 |
| Roman Butler Fullerton & Co | 11,653 | $200.8 萬 | 0.78% | +299+2.6% | 加碼 |
| Acorn Wealth Advisors, LLC | 11,808 | $200.9 萬 | 1.19% | −147−1.2% | 減碼 |
| Balentine LLC | 11,811 | $200.9 萬 | 0.06% | −4,043−25.5% | 減碼 |
| Aft, Forsyth & Company, Inc. | 11,820 | $201.1 萬 | 1.27% | +76+0.6% | 加碼 |
| MBA Advisors LLC | 11,827 | $201.2 萬 | 1.12% | +40+0.3% | 加碼 |
| Sippican Capital Advisors | 11,843 | $201.4 萬 | 1.58% | +4,825+68.8% | 加碼 |
| Kelly Lawrence W & Associates Inc | 11,866 | $201.8 萬 | 0.48% | −60−0.5% | 減碼 |
| Stableford Capital II LLC | 11,864 | $202.0 萬 | 0.87% | −1,155−8.9% | 減碼 |
| Castle Rock Wealth Management, LLC | 11,741 | $202.2 萬 | 0.61% | +482+4.3% | 加碼 |
| Aldebaran Capital, LLC | 11,907 | $202.5 萬 | 2.07% | 00.0% | 不變 |
| Retirement Planning Co of New England, Inc. | 11,911 | $202.6 萬 | 0.91% | +294+2.5% | 加碼 |
| Wealth Alliance Advisory Group, LLC | 11,921 | $202.8 萬 | 0.53% | +908+8.2% | 加碼 |
| Oder Investment Management, LLC | 11,931 | $203.0 萬 | 2.01% | −218−1.8% | 減碼 |
| Vista Investment Management | 11,932 | $203.0 萬 | 0.94% | −267−2.2% | 減碼 |
| Inscription Capital, LLC | 11,938 | $203.1 萬 | 0.55% | +2,300+23.9% | 加碼 |
| Marietta Investment Partners LLC | 11,983 | $203.8 萬 | 0.51% | +149+1.3% | 加碼 |
| Ulysses Management LLC | 12,000 | $204.1 萬 | 0.50% | 00.0% | 不變 |
| Sierra Summit Advisors LLC | 12,064 | $205.2 萬 | 0.60% | +12,064 | 新進 |
| Executive Wealth Management, LLC | 12,079 | $205.5 萬 | 0.19% | +892+8.0% | 加碼 |
| KPP Advisory Services LLC | 12,089 | $205.6 萬 | 1.81% | −68−0.6% | 減碼 |
| Financial Advisors, LLC | 12,146 | $206.6 萬 | 0.46% | +8,196+207.5% | 加碼 |
| Consilium Wealth Advisory, LLC | 12,155 | $206.8 萬 | 1.24% | +1,526+14.4% | 加碼 |
| Avidian Wealth Solutions, LLC | 12,175 | $207.1 萬 | 0.13% | −346−2.8% | 減碼 |
| Marble Harbor Investment Counsel, LLC | 12,179 | $207.2 萬 | 0.25% | +100+0.8% | 加碼 |
| New Republic Capital, LLC | 12,197 | $207.5 萬 | 1.48% | +453+3.9% | 加碼 |
| MJP Associates Inc | 12,230 | $208.0 萬 | 0.55% | +3,014+32.7% | 加碼 |
| Wolff Wiese Magana LLC | 12,243 | $208.3 萬 | 1.98% | −2,593−17.5% | 減碼 |
| Harmony Asset Management LLC | 12,245 | $208.3 萬 | 0.88% | +12,245 | 新進 |
| 1620 Investment Advisors, Inc. | 12,246 | $208.3 萬 | 2.29% | −427−3.4% | 減碼 |