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 |
|---|---|---|---|---|---|
| First Financial Corp | 12,288 | $209.0 萬 | 1.06% | −289−2.3% | 減碼 |
| Trail Ridge Investment Advisors, LLC | 12,307 | $209.3 萬 | 1.28% | −74−0.6% | 減碼 |
| Lindenwold Advisors | 12,308 | $209.4 萬 | 1.19% | −99−0.8% | 減碼 |
| South Street Advisors LLC | 12,317 | $209.5 萬 | 0.39% | +2,270+22.6% | 加碼 |
| Greenwich Wealth Management LLC | 12,325 | $209.6 萬 | 0.21% | −322−2.5% | 減碼 |
| Redhawk Wealth Advisors, Inc. | 12,350 | $210.1 萬 | 0.41% | +1,327+12.0% | 加碼 |
| Invesco, LLC | 12,393 | $210.8 萬 | 0.98% | −35−0.3% | 減碼 |
| Eagle Bluffs Wealth Management LLC | 12,420 | $211.3 萬 | 1.44% | −391−3.1% | 減碼 |
| FinTrust Capital Advisors, LLC | 12,479 | $212.3 萬 | 0.42% | −412−3.2% | 減碼 |
| Audent Global Asset Management, LLC | 12,495 | $212.5 萬 | 2.54% | +903+7.8% | 加碼 |
| Imprint Wealth LLC | 12,524 | $213.6 萬 | 1.72% | −1,610−11.4% | 減碼 |
| Exchange Bank | 12,616 | $214.6 萬 | 1.86% | −1,104−8.0% | 減碼 |
| Donald L. Hagan, LLC | 12,617 | $214.6 萬 | 1.19% | −369−2.8% | 減碼 |
| Burford Brothers, Inc. | 12,624 | $214.7 萬 | 1.52% | +12,624 | 新進 |
| Pointe Capital Management LLC | 12,633 | $214.9 萬 | 1.49% | −135−1.1% | 減碼 |
| Cornerstone Advisory, LLC | 12,638 | $215.0 萬 | 0.34% | +167+1.3% | 加碼 |
| Legacy Wealth Management, LLC | 12,668 | $215.5 萬 | 1.04% | 00.0% | 不變 |
| Bath Savings Trust Co | 12,684 | $215.8 萬 | 0.24% | +510+4.2% | 加碼 |
| Psagot Value Holdings Ltd. / (Israel) | 12,723 | $216.6 萬 | 0.98% | 00.0% | 不變 |
| High Net Worth Advisory Group LLC | 12,774 | $217.3 萬 | 0.81% | −928−6.8% | 減碼 |
| Altshuler Shaham Ltd | 12,800 | $217.7 萬 | 0.12% | −923,547−98.6% | 減碼 |
| Smartleaf Asset Management LLC | 12,862 | $217.9 萬 | 0.58% | +12,862 | 新進 |
| Notis-McConarty Edward | 12,817 | $218.0 萬 | 0.87% | −1,250−8.9% | 減碼 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 12,849 | $218.4 萬 | 0.43% | 00.0% | 不變 |
| Peoples Bank | 12,843 | $218.5 萬 | 1.75% | −347−2.6% | 減碼 |
| Washington Capital Management Inc | 12,845 | $218.5 萬 | 1.87% | −980−7.1% | 減碼 |
| Neumann Capital Management, LLC | 12,872 | $219.0 萬 | 0.87% | −23−0.2% | 減碼 |
| Counterweight Ventures, LLC | 12,873 | $219.0 萬 | 1.99% | +12,873 | 新進 |
| Wrapmanager Inc | 12,883 | $219.1 萬 | 0.64% | +365+2.9% | 加碼 |
| Beck Capital Management, LLC | 12,902 | $219.5 萬 | 0.75% | −63−0.5% | 減碼 |
| Byrne Asset Management LLC | 12,962 | $219.6 萬 | 1.67% | −485−3.6% | 減碼 |
| Falcon Wealth Planning | 12,913 | $219.7 萬 | 0.38% | +740+6.1% | 加碼 |
| Winthrop Capital Management, LLC | 12,928 | $219.9 萬 | 0.72% | +12,928 | 新進 |
| Weaver Capital Management LLC | 12,934 | $220.0 萬 | 0.89% | +12,934 | 新進 |
| Farrow Financial Inc. | 13,000 | $221.1 萬 | 1.66% | +13,000 | 新進 |
| MONECO Advisors, LLC | 13,041 | $221.8 萬 | 0.42% | −1,003−7.1% | 減碼 |
| Well Done, LLC | 13,042 | $221.8 萬 | 0.43% | +1,848+16.5% | 加碼 |
| Traphagen Investment Advisors LLC | 13,074 | $222.4 萬 | 0.26% | +695+5.6% | 加碼 |
| Pacitti Group Inc. | 13,075 | $222.4 萬 | 1.39% | +266+2.1% | 加碼 |
| Connective Portfolio Management, LLC | 13,080 | $222.5 萬 | 4.54% | +13,080 | 新進 |
| LVM Capital Management Ltd | 13,080 | $222.5 萬 | 0.28% | +3,684+39.2% | 加碼 |
| Centennial Bank | 13,089 | $222.6 萬 | 1.33% | +236+1.8% | 加碼 |
| WBH Advisory Inc | 13,096 | $222.8 萬 | 0.25% | −320−2.4% | 減碼 |
| Sutton Place Investors LLC | 13,099 | $222.8 萬 | 1.61% | +8,412+179.5% | 加碼 |
| Aristotle Capital Management, LLC | 13,134 | $223.4 萬 | 0.00% | −20.0% | 減碼 |
| Hartford Funds Management Co LLC | 13,157 | $223.8 萬 | 0.22% | +2,745+26.4% | 加碼 |
| United Community Bank | 13,161 | $223.9 萬 | 0.95% | −337−2.5% | 減碼 |
| Kiley Juergens Wealth Management, LLC | 13,167 | $224.0 萬 | 0.75% | −183−1.4% | 減碼 |
| LMG Wealth Partners, LLC | 13,173 | $224.1 萬 | 0.62% | −402−3.0% | 減碼 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 13,148 | $224.2 萬 | 0.94% | −21−0.2% | 減碼 |
| Accredited Investors Inc. | 13,218 | $224.8 萬 | 0.16% | +20+0.2% | 加碼 |
| Pinnacle Holdings, LLC | 13,304 | $226.3 萬 | 0.93% | +99+0.7% | 加碼 |
| Sentry Investment Management LLC | 13,311 | $226.4 萬 | 0.97% | −3,565−21.1% | 減碼 |
| Invst, LLC | 12,930 | $226.4 萬 | 0.29% | +145+1.1% | 加碼 |
| First Bank & Trust | 13,319 | $226.6 萬 | 0.55% | −1,547−10.4% | 減碼 |
| Proficio Capital Partners LLC | 13,335 | $226.8 萬 | 0.28% | +418+3.2% | 加碼 |
| Birchbrook, Inc. | 13,342 | $226.9 萬 | 1.50% | +13,342 | 新進 |
| Verus Capital Partners, LLC | 13,366 | $227.4 萬 | 0.28% | −70−0.5% | 減碼 |
| Summit Financial Group Inc | 13,381 | $227.6 萬 | 0.87% | −121−0.9% | 減碼 |
| Ellerson Group Inc | 13,413 | $228.2 萬 | 1.98% | 00.0% | 不變 |
| Union Savings Bank | 13,429 | $228.4 萬 | 1.30% | −149−1.1% | 減碼 |
| Weaver C. Barksdale & Associates, Inc. | 13,450 | $228.8 萬 | 2.24% | −2,830−17.4% | 減碼 |
| Brendel Financial Advisors LLC | 13,448 | $228.8 萬 | 1.50% | −17−0.1% | 減碼 |
| Aft, Forsyth & Sober, LLC | 13,450 | $228.8 萬 | 0.88% | 00.0% | 不變 |
| LCNB Corp | 13,498 | $229.6 萬 | 0.90% | +138+1.0% | 加碼 |
| Joseph Group Capital Management | 13,543 | $230.4 萬 | 1.34% | +250+1.9% | 加碼 |
| Cim Investment Mangement Inc | 13,553 | $230.5 萬 | 0.74% | 00.0% | 不變 |
| Bedell Frazier Investment Counseling, LLC | 13,571 | $230.8 萬 | 0.64% | −150−1.1% | 減碼 |
| Stoneridge Investment Partners LLC | 13,585 | $231.1 萬 | 0.97% | +6,088+81.2% | 加碼 |
| Main Street Financial Solutions, LLC | 13,635 | $231.9 萬 | 0.30% | −206−1.5% | 減碼 |
| Chapman Investment Management, LLC | 13,727 | $233.5 萬 | 1.78% | 00.0% | 不變 |
| Ballast, Inc. | 13,746 | $233.8 萬 | 0.81% | +1,207+9.6% | 加碼 |
| Hamel Associates, Inc. | 13,747 | $233.8 萬 | 0.82% | 00.0% | 不變 |
| Koshinski Asset Management, Inc. | 13,823 | $235.1 萬 | 0.36% | −13,730−49.8% | 減碼 |
| GeoWealth Management, LLC | 13,860 | $235.8 萬 | 0.20% | +10,473+309.2% | 加碼 |
| Arlington Trust Co LLC | 13,876 | $236.0 萬 | 0.66% | +11,048+390.7% | 加碼 |
| Fortem Financial Group, LLC | 13,893 | $236.3 萬 | 1.18% | +973+7.5% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 13,922 | $236.8 萬 | 0.14% | +1,116+8.7% | 加碼 |
| Arbor Capital Management Inc | 13,826 | $236.9 萬 | 1.78% | −851−5.8% | 減碼 |
| LM Advisors LLC | 13,948 | $237.3 萬 | 0.48% | +13,948 | 新進 |
| Rockingstone Advisors LLC | 13,956 | $237.4 萬 | 1.33% | −273−1.9% | 減碼 |
| Wambolt & Associates, LLC | 13,994 | $238.0 萬 | 0.78% | −1,114−7.4% | 減碼 |
| Twin Lakes Capital Management, LLC | 14,008 | $238.3 萬 | 1.63% | +59+0.4% | 加碼 |
| Lafayette Investments, Inc. | 14,020 | $238.5 萬 | 0.59% | +85+0.6% | 加碼 |
| Insight Wealth Strategies, LLC | 14,040 | $238.8 萬 | 0.39% | −380−2.6% | 減碼 |
| Insight Inv LLC | 14,046 | $238.9 萬 | 2.34% | +75+0.5% | 加碼 |
| First County Bank | 14,057 | $239.1 萬 | 1.16% | −55−0.4% | 減碼 |
| Optimum Investment Advisors | 14,063 | $239.2 萬 | 1.20% | −1,736−11.0% | 減碼 |
| Altman Advisors, Inc. | 14,079 | $239.5 萬 | 1.26% | −840−5.6% | 減碼 |
| Wulff, Hansen & Co. | 14,088 | $239.6 萬 | 2.66% | +98+0.7% | 加碼 |
| Resolute Wealth Strategies, LLC | 14,105 | $239.9 萬 | 1.63% | −1,191−7.8% | 減碼 |
| Lantern Wealth Advisors, LLC | 14,210 | $241.7 萬 | 1.90% | +14,210 | 新進 |
| Ramirez Asset Management, Inc. | 14,258 | $242.5 萬 | 0.49% | 00.0% | 不變 |
| Y.D. More Investments Ltd | 14,281 | $242.9 萬 | 0.50% | −62−0.4% | 減碼 |
| Strategic Investment Advisors | 14,301 | $243.3 萬 | 0.35% | +3,276+29.7% | 加碼 |
| Carl P. Sherr & Co., LLC | 14,328 | $243.7 萬 | 1.47% | −41−0.3% | 減碼 |
| Amplius Wealth Advisors, LLC | 14,335 | $243.8 萬 | 0.29% | +134+0.9% | 加碼 |
| BlueCrest Capital Management Ltd | 14,348 | $244.1 萬 | 0.41% | −15,825−52.4% | 減碼 |
| BKM Wealth Management, LLC | 14,363 | $244.3 萬 | 1.04% | +14,363 | 新進 |
| Corrado Advisors, LLC | 14,395 | $244.9 萬 | 2.00% | −5,303−26.9% | 減碼 |