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 |
|---|---|---|---|---|---|
| Marest Capital, LLC | 16,483 | $280.4 萬 | 2.87% | +16,483 | 新進 |
| FCG Investment Co | 16,507 | $280.8 萬 | 2.75% | +16,507 | 新進 |
| KP Management LLC | 16,527 | $281.1 萬 | 1.39% | +16,527 | 新進 |
| Voya Financial Advisors, Inc. | 16,509 | $281.1 萬 | 0.34% | +144+0.9% | 加碼 |
| M&G Investments (USA) Inc. | 16,612 | $282.4 萬 | 2.78% | +16,612 | 新進 |
| Martin & Co Inc | 16,625 | $282.8 萬 | 0.70% | −578−3.4% | 減碼 |
| Lederer & Associates Investment Counsel | 16,625 | $282.8 萬 | 2.09% | −202−1.2% | 減碼 |
| Slocum, Gordon & Co LLP | 16,650 | $283.2 萬 | 2.49% | 00.0% | 不變 |
| Vista Wealth Management Group, LLC | 16,717 | $284.4 萬 | 0.24% | +402+2.5% | 加碼 |
| Boit C F David | 16,629 | $284.9 萬 | 1.61% | +2,492+17.6% | 加碼 |
| Granite Group Advisors, LLC | 15,143 | $285.1 萬 | 2.02% | +15,143 | 新進 |
| Waterloo Capital, L.P. | 16,800 | $285.8 萬 | 0.46% | +5,815+52.9% | 加碼 |
| Royal Harbor Partners, LLC | 16,823 | $286.2 萬 | 1.33% | +532+3.3% | 加碼 |
| Central Bank & Trust Co | 16,833 | $286.3 萬 | 0.44% | +5,184+44.5% | 加碼 |
| Atlantic Edge Private Wealth Management, LLC | 16,842 | $286.5 萬 | 1.16% | +16,842 | 新進 |
| LGT Fund Management Co Ltd. | 16,870 | $287.3 萬 | 1.23% | +5,970+54.8% | 加碼 |
| First City Capital Management, Inc. | 16,891 | $287.3 萬 | 1.67% | −115−0.7% | 減碼 |
| Eclectic Associates Inc | 16,909 | $287.6 萬 | 1.38% | −1,094−6.1% | 減碼 |
| Centiva Capital, LP | 16,947 | $288.3 萬 | 0.18% | −20,267−54.5% | 減碼 |
| Opinicus Capital, Inc. | 16,956 | $288.4 萬 | 2.94% | +16,956 | 新進 |
| Missouri Trust & Investment Co | 17,016 | $289.4 萬 | 1.17% | +459+2.8% | 加碼 |
| Beech Hill Advisors, Inc. | 17,031 | $289.7 萬 | 1.40% | −3,818−18.3% | 減碼 |
| Plante Moran Financial Advisors, LLC | 17,040 | $289.9 萬 | 0.30% | +1,624+10.5% | 加碼 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 17,051 | $290.0 萬 | 1.35% | −247−1.4% | 減碼 |
| Game Plan Financial Advisors, LLC | 17,093 | $290.8 萬 | 1.67% | +17,093 | 新進 |
| Skopos Labs, Inc. | 17,123 | $291.3 萬 | 1.39% | +17,123 | 新進 |
| Mount Lucas Management LP | 17,143 | $291.6 萬 | 1.03% | +17,143 | 新進 |
| Catalytic Wealth RIA, LLC | 17,225 | $293.0 萬 | 1.32% | +17,225 | 新進 |
| Nvest Financial, LLC | 17,238 | $293.2 萬 | 2.31% | +944+5.8% | 加碼 |
| Simon Quick Advisors, LLC | 17,246 | $293.3 萬 | 0.26% | −2,087−10.8% | 減碼 |
| 3Chopt Investment Partners, LLC | 17,257 | $293.5 萬 | 1.08% | +97+0.6% | 加碼 |
| Mission Creek Capital Partners, Inc. | 17,323 | $294.7 萬 | 0.76% | +280+1.6% | 加碼 |
| Moser Wealth Advisors, LLC | 17,359 | $295.3 萬 | 1.88% | −120−0.7% | 減碼 |
| Garrett Investment Advisors LLC | 17,389 | $295.8 萬 | 0.41% | −960−5.2% | 減碼 |
| Sage Investment Advisers LLC | 17,392 | $295.8 萬 | 3.59% | −718−4.0% | 減碼 |
| Symphony Financial, Ltd. Co. | 17,539 | $296.2 萬 | 0.64% | +13,767+365.0% | 加碼 |
| Benin Management CORP | 17,446 | $296.8 萬 | 1.01% | −150−0.9% | 減碼 |
| Financial Planning & Information Services, Inc. | 17,452 | $296.9 萬 | 0.47% | 00.0% | 不變 |
| Forza Wealth Management, LLC | 17,454 | $296.9 萬 | 1.64% | −3,145−15.3% | 減碼 |
| Ledge Wealth Management, Inc. | 17,466 | $297.1 萬 | 1.15% | −387−2.2% | 減碼 |
| Trivant Custom Portfolio Group, LLC | 17,488 | $297.5 萬 | 1.98% | −482−2.7% | 減碼 |
| Center for Financial Planning, Inc. | 17,496 | $297.6 萬 | 0.55% | +42+0.2% | 加碼 |
| Worth Financial Advisory Group, LLC | 17,505 | $297.8 萬 | 2.38% | +281+1.6% | 加碼 |
| Coastal Investment Advisors, Inc. | 17,552 | $298.6 萬 | 0.67% | −1,322−7.0% | 減碼 |
| Bull Street Advisors, LLC | 17,585 | $299.1 萬 | 1.51% | +70+0.4% | 加碼 |
| Pegasus Partners Ltd. | 17,589 | $299.2 萬 | 0.35% | −60−0.3% | 減碼 |
| Court Place Advisors, LLC | 17,603 | $299.4 萬 | 0.98% | −75−0.4% | 減碼 |
| Cedar Brook Financial Partners, LLC | 17,617 | $300.0 萬 | 0.67% | +630+3.7% | 加碼 |
| Everett Harris & Co | 17,644 | $300.1 萬 | 0.04% | −98−0.6% | 減碼 |
| Channel Wealth LLC | 17,668 | $300.5 萬 | 1.42% | +2,169+14.0% | 加碼 |
| Affinity Wealth Management LLC | 17,705 | $301.2 萬 | 0.62% | −1,335−7.0% | 減碼 |
| White Pine Capital LLC | 17,711 | $301.3 萬 | 1.16% | −2,179−11.0% | 減碼 |
| Perkins Coie Trust Co | 17,769 | $302.2 萬 | 0.76% | +1,942+12.3% | 加碼 |
| Register Financial Advisors LLC | 17,777 | $302.4 萬 | 2.02% | −553−3.0% | 減碼 |
| Fortune Financial Advisors, LLC | 17,797 | $302.7 萬 | 2.11% | −951−5.1% | 減碼 |
| Home Federal Bank of Tennessee | 17,808 | $302.9 萬 | 1.02% | −25−0.1% | 減碼 |
| River Street Advisors LLC | 17,810 | $302.9 萬 | 2.42% | +918+5.4% | 加碼 |
| Good Life Advisors, LLC | 17,825 | $303.2 萬 | 0.30% | +344+2.0% | 加碼 |
| Enterprise Financial Services Corp | 17,881 | $304.2 萬 | 1.85% | −172−1.0% | 減碼 |
| Dumont & Blake Investment Advisors LLC | 17,881 | $304.2 萬 | 0.94% | −1,195−6.3% | 減碼 |
| Moseley Investment Management Inc | 17,909 | $304.6 萬 | 1.69% | −195−1.1% | 減碼 |
| Morningstar Investment Management LLC | 17,951 | $305.3 萬 | 0.35% | +17,951 | 新進 |
| Oak Harbor Wealth Partners, LLC | 17,992 | $306.0 萬 | 1.03% | −1,280−6.6% | 減碼 |
| Blueprint Investment Partners LLC | 17,992 | $306.1 萬 | 0.84% | +2,286+14.6% | 加碼 |
| Smith, Moore & Co. | 17,995 | $306.1 萬 | 0.36% | −20.0% | 減碼 |
| Aull & Monroe Investment Management Corp | 18,000 | $306.2 萬 | 1.51% | −16−0.1% | 減碼 |
| Condor Capital Management | 18,000 | $306.2 萬 | 0.33% | −1,365−7.0% | 減碼 |
| Intrua Financial, LLC | 18,008 | $306.3 萬 | 0.48% | −2,038−10.2% | 減碼 |
| World Equity Group, Inc. | 18,043 | $306.9 萬 | 0.62% | +214+1.2% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 18,053 | $307.1 萬 | 0.48% | −150−0.8% | 減碼 |
| Schwarz Dygos Wheeler Investment Advisors LLC | 18,062 | $307.2 萬 | 0.95% | 00.0% | 不變 |
| Valley Brook Capital Group | 24,054 | $307.6 萬 | 2.68% | +7,001+41.1% | 加碼 |
| Criterion Capital Advisors, LLC | 18,172 | $309.1 萬 | 2.25% | +18,172 | 新進 |
| Aries Wealth Management | 18,197 | $309.5 萬 | 1.10% | −1,048−5.4% | 減碼 |
| Hanson & Doremus Investment Management | 18,212 | $309.8 萬 | 0.58% | −135−0.7% | 減碼 |
| Prevail Innovative Wealth Advisors, LLC | 18,222 | $310.0 萬 | 1.48% | +2,067+12.8% | 加碼 |
| Second Line Capital, LLC | 18,238 | $310.2 萬 | 1.24% | +18,238 | 新進 |
| Tandem Capital Management Corp | 18,250 | $310.4 萬 | 1.93% | −650−3.4% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 18,265 | $310.7 萬 | 0.11% | +1,470+8.8% | 加碼 |
| Snider Financial Group | 18,283 | $311.0 萬 | 1.43% | +624+3.5% | 加碼 |
| Eads & Heald Wealth Management | 18,286 | $311.0 萬 | 1.50% | −373−2.0% | 減碼 |
| Integrated Investment Consultants, LLC | 18,287 | $311.1 萬 | 0.98% | +406+2.3% | 加碼 |
| Goldstone Financial Group, LLC | 18,296 | $311.2 萬 | 0.80% | +127+0.7% | 加碼 |
| Black Swift Group, LLC | 18,315 | $311.5 萬 | 0.94% | +18,315 | 新進 |
| Relyea Zuckerberg Hanson LLC | 18,337 | $311.9 萬 | 0.61% | +2,805+18.1% | 加碼 |
| Vectors Research Management, LLC | 44,603 | $312.0 萬 | 0.88% | +25,520+133.7% | 加碼 |
| Cove Private Wealth, LLC | 18,400 | $313.0 萬 | 2.97% | +18,400 | 新進 |
| Herr Investment Group LLC | 18,441 | $313.7 萬 | 0.84% | −22,103−54.5% | 減碼 |
| Occidental Asset Management, LLC | 18,460 | $314.0 萬 | 0.65% | +494+2.7% | 加碼 |
| Oak Family Advisors, LLC | 18,473 | $314.2 萬 | 1.32% | +1,719+10.3% | 加碼 |
| WP Advisors, LLC | 18,480 | $314.4 萬 | 1.16% | +370+2.0% | 加碼 |
| Chesapeake Asset Management LLC | 18,505 | $314.8 萬 | 2.81% | −359−1.9% | 減碼 |
| Aspen Investment Management Inc | 18,516 | $315.0 萬 | 1.76% | −12−0.1% | 減碼 |
| BCGM Wealth Management, LLC | 18,545 | $315.5 萬 | 1.28% | +111+0.6% | 加碼 |
| Ethos Financial Group, LLC | 18,561 | $315.7 萬 | 0.67% | −1,749−8.6% | 減碼 |
| Wynn Capital, LLC | 18,564 | $315.8 萬 | 2.58% | +18,564 | 新進 |
| Processus Wealth & Capital Management, LLC | 18,565 | $315.8 萬 | 3.16% | +18,565 | 新進 |
| Andrew Hill Investment Advisors, Inc. | 18,571 | $315.9 萬 | 3.29% | +18,571 | 新進 |
| Tranquility Partners, LLC | 18,595 | $316.3 萬 | 1.33% | −765−4.0% | 減碼 |
| Sawyer & Company, Inc | 18,600 | $316.4 萬 | 1.40% | −802−4.1% | 減碼 |