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 |
|---|---|---|---|---|---|
| Arbor Trust Wealth Advisors, LLC | 18,609 | $316.5 萬 | 1.88% | +85+0.5% | 加碼 |
| Guerra Pan Advisors, LLC | 18,615 | $316.6 萬 | 3.02% | +372+2.0% | 加碼 |
| Karpas Strategies, LLC | 18,631 | $316.9 萬 | 1.05% | −1,448−7.2% | 減碼 |
| HWG Holdings LP | 18,678 | $317.7 萬 | 1.47% | +2,185+13.2% | 加碼 |
| Peoples Financial Services Corp. | 18,703 | $318.1 萬 | 1.38% | −41−0.2% | 減碼 |
| Winton Group Ltd | 18,716 | $318.4 萬 | 0.23% | +18,716 | 新進 |
| Hedeker Wealth, LLC | 18,739 | $318.8 萬 | 1.01% | −425−2.2% | 減碼 |
| Pinkerton Retirement Specialists, LLC | 18,780 | $319.5 萬 | 0.62% | −1,421−7.0% | 減碼 |
| Keystone Financial Group | 18,814 | $320.0 萬 | 0.56% | +263+1.4% | 加碼 |
| Family Management Corp | 18,843 | $320.5 萬 | 0.67% | +32+0.2% | 加碼 |
| Van Cleef Asset Management,Inc | 18,854 | $320.7 萬 | 0.45% | +16+0.1% | 加碼 |
| Graybill Bartz & Assoc Ltd | 18,886 | $321.2 萬 | 1.42% | +167+0.9% | 加碼 |
| Alexander Randolph Advisory, Inc. | 18,929 | $322.0 萬 | 2.93% | +18,929 | 新進 |
| Raab & Moskowitz Asset Management LLC | 18,932 | $322.0 萬 | 1.02% | +1,235+7.0% | 加碼 |
| Miller Investment Management, LP | 18,935 | $322.1 萬 | 0.46% | 00.0% | 不變 |
| MeadowBrook Investment Advisors LLC | 18,955 | $322.4 萬 | 3.08% | +18,955 | 新進 |
| Obermeyer Wood Investment Counsel, LLLP | 18,958 | $322.5 萬 | 0.22% | +387+2.1% | 加碼 |
| Campbell & CO Investment Adviser LLC | 18,970 | $322.7 萬 | 0.29% | +18,970 | 新進 |
| Oak Asset Management, LLC | 19,009 | $323.3 萬 | 1.29% | −586−3.0% | 減碼 |
| Kampmann Melissa S. | 19,022 | $323.6 萬 | 2.77% | +700+3.8% | 加碼 |
| New Potomac Partners, LLC | 19,048 | $324.0 萬 | 1.93% | +1,556+8.9% | 加碼 |
| Glen Eagle Advisors, LLC | 19,110 | $325.1 萬 | 0.68% | −1,269−6.2% | 減碼 |
| Cito Capital Group, LLC | 19,156 | $325.8 萬 | 1.40% | +80.0% | 加碼 |
| Concord Asset Management, LLC | 19,248 | $327.4 萬 | 0.96% | +5,245+37.5% | 加碼 |
| Regatta Capital Group, LLC | 19,264 | $327.7 萬 | 0.86% | +38+0.2% | 加碼 |
| Harvey Investment Co LLC | 19,266 | $327.7 萬 | 0.40% | 00.0% | 不變 |
| Finer Wealth Management, Inc. | 19,270 | $327.8 萬 | 2.44% | +1,199+6.6% | 加碼 |
| Aureus Asset Management, LLC | 19,277 | $327.9 萬 | 0.24% | +922+5.0% | 加碼 |
| Pensionmark Financial Group, LLC | 19,282 | $328.0 萬 | 0.43% | +14,957+345.8% | 加碼 |
| St. Louis Trust Co | 19,290 | $328.1 萬 | 0.56% | +250+1.3% | 加碼 |
| Investment Partners, Ltd. | 19,302 | $328.3 萬 | 1.62% | −451−2.3% | 減碼 |
| First United Bank Trust | 19,310 | $328.5 萬 | 1.31% | −220−1.1% | 減碼 |
| WT Wealth Management | 19,318 | $328.6 萬 | 1.30% | +6,847+54.9% | 加碼 |
| Huber Capital Management LLC | 19,333 | $328.9 萬 | 0.83% | −39−0.2% | 減碼 |
| Gold Investment Management Ltd. | 19,343 | $329.0 萬 | 1.41% | +19,343 | 新進 |
| Beaumont Financial Advisors, LLC | 19,362 | $329.4 萬 | 0.30% | +361+1.9% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 19,306 | $329.4 萬 | 0.80% | +12,822+197.7% | 加碼 |
| JT Stratford LLC | 19,370 | $329.5 萬 | 0.75% | −218−1.1% | 減碼 |
| Investment Advisory Services Inc | 19,377 | $329.6 萬 | 1.30% | −247−1.3% | 減碼 |
| Founders Financial Securities LLC | 19,470 | $331.2 萬 | 0.37% | +4,177+27.3% | 加碼 |
| Tiemann Investment Advisors, LLC | 19,487 | $331.5 萬 | 1.61% | −97−0.5% | 減碼 |
| Raelipskie Partnership | 19,517 | $332.0 萬 | 2.02% | +19,517 | 新進 |
| Ritter Daniher Financial Advisory LLC | 19,519 | $332.0 萬 | 1.23% | +1,381+7.6% | 加碼 |
| 180 Wealth Advisors, LLC | 19,297 | $332.1 萬 | 0.66% | −387−2.0% | 減碼 |
| Secure Asset Management, LLC | 19,591 | $333.2 萬 | 0.90% | −1,578−7.5% | 減碼 |
| Canton Hathaway, LLC | 19,639 | $334.1 萬 | 1.01% | 00.0% | 不變 |
| Acropolis Investment Management, LLC | 19,659 | $334.4 萬 | 0.23% | −266−1.3% | 減碼 |
| Heartland Bank & Trust Co | 19,692 | $335.0 萬 | 2.31% | −1,406−6.7% | 減碼 |
| StrategIQ Financial Group, LLC | 19,758 | $336.1 萬 | 0.38% | −5,889−23.0% | 減碼 |
| Cetera Trust Company, N.A | 19,766 | $336.2 萬 | 2.10% | +19,766 | 新進 |
| RKL Wealth Management LLC | 19,812 | $337.0 萬 | 0.36% | +1,673+9.2% | 加碼 |
| Magnolia Capital Advisors LLC | 19,124 | $337.1 萬 | 2.46% | +945+5.2% | 加碼 |
| O'Dell Group, LLC | 19,908 | $338.6 萬 | 0.89% | −281−1.4% | 減碼 |
| Congress Park Capital LLC | 19,932 | $339.0 萬 | 1.66% | −215−1.1% | 減碼 |
| Kensington Investment Counsel, LLC | 19,934 | $339.1 萬 | 1.78% | +2,752+16.0% | 加碼 |
| Nicholas Investment Partners, LP | 19,967 | $339.6 萬 | 0.40% | −11,930−37.4% | 減碼 |
| Advent Capital Management | 20,000 | $340.2 萬 | 0.08% | +20,000 | 新進 |
| Everhart Financial Group, Inc. | 20,017 | $340.5 萬 | 1.21% | +1,097+5.8% | 加碼 |
| Banco de Sabadell, S.A | 20,030 | $340.7 萬 | 2.58% | −943−4.5% | 減碼 |
| Portside Wealth Group, LLC | 20,074 | $341.5 萬 | 0.64% | −932−4.4% | 減碼 |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $342.2 萬 | 1.79% | 00.0% | 不變 |
| Capital Investment Counsel, LLC | 20,151 | $342.8 萬 | 1.29% | +20,151 | 新進 |
| Cobblestone Capital Advisors LLC | 20,213 | $343.8 萬 | 0.23% | −443−2.1% | 減碼 |
| Mine & Arao Wealth Creation & Management, LLC. | 20,255 | $344.5 萬 | 1.86% | +144+0.7% | 加碼 |
| Zullo Investment Group, Inc. | 20,256 | $344.6 萬 | 1.77% | +357+1.8% | 加碼 |
| Signature Wealth Management Partners, LLC | 20,256 | $344.6 萬 | 3.02% | −30.0% | 減碼 |
| X-Square Capital, LLC | 20,283 | $345.0 萬 | 1.90% | −801−3.8% | 減碼 |
| Sculati Wealth Management, LLC | 20,319 | $345.6 萬 | 1.61% | +100+0.5% | 加碼 |
| Sawgrass Asset Management LLC | 20,330 | $345.8 萬 | 0.39% | −730−3.5% | 減碼 |
| Mayflower Financial Advisors, LLC | 20,332 | $345.8 萬 | 0.48% | −874−4.1% | 減碼 |
| Keebeck Wealth Management, LLC | 20,347 | $346.1 萬 | 0.57% | +160+0.8% | 加碼 |
| River & Mercantile Asset Management LLP | 20,356 | $346.6 萬 | 0.66% | −203−1.0% | 減碼 |
| Royal Capital Wealth Management, LLC | 20,429 | $347.5 萬 | 3.01% | +84+0.4% | 加碼 |
| Baker Tilly Wealth Management, LLC | 20,439 | $347.7 萬 | 0.57% | −2,204−9.7% | 減碼 |
| Evermay Wealth Management LLC | 20,481 | $348.4 萬 | 0.64% | −1,700−7.7% | 減碼 |
| Agate Pass Investment Management, LLC | 20,488 | $348.5 萬 | 2.02% | +586+2.9% | 加碼 |
| Mather Group, LLC. | 20,493 | $348.6 萬 | 0.05% | +1,612+8.5% | 加碼 |
| DeDora Capital, Inc. | 20,515 | $349.0 萬 | 1.22% | +351+1.7% | 加碼 |
| Cassaday & Co Wealth Management LLC | 20,525 | $349.1 萬 | 0.12% | +76+0.4% | 加碼 |
| Ostrum Asset Management | 20,531 | $349.2 萬 | 0.30% | −138−0.7% | 減碼 |
| Canopy Partners, LLC | 20,570 | $349.9 萬 | 2.13% | +20,570 | 新進 |
| OneAscent Financial Services LLC | 20,588 | $350.2 萬 | 0.43% | +14,200+222.3% | 加碼 |
| Landmark Financial Advisors, LLC | 20,593 | $350.3 萬 | 1.26% | +157+0.8% | 加碼 |
| Investment House LLC | 20,596 | $350.3 萬 | 0.25% | +15,245+284.9% | 加碼 |
| Northstar Asset Management LLC | 20,616 | $350.7 萬 | 0.92% | −125−0.6% | 減碼 |
| FLC Capital Advisors | 20,625 | $350.8 萬 | 0.95% | +481+2.4% | 加碼 |
| Hoey Investments, Inc | 20,631 | $350.9 萬 | 1.00% | +2,752+15.4% | 加碼 |
| Prudent Man Advisors, LLC | 20,752 | $353.0 萬 | 1.32% | +677+3.4% | 加碼 |
| Nwam LLC | 20,773 | $353.3 萬 | 0.28% | −31−0.1% | 減碼 |
| Leisure Capital Management | 20,802 | $353.8 萬 | 1.91% | −1,218−5.5% | 減碼 |
| Naviter Wealth, LLC | 20,806 | $353.9 萬 | 0.71% | +4,201+25.3% | 加碼 |
| Piscataqua Savings Bank | 20,816 | $354.1 萬 | 3.31% | −6,276−23.2% | 減碼 |
| Legacy Advisors, LLC | 20,824 | $354.2 萬 | 0.46% | +764+3.8% | 加碼 |
| Crescent Sterling, Ltd. | 20,828 | $354.3 萬 | 3.53% | −172−0.8% | 減碼 |
| Archer Investment Corp | 20,860 | $354.8 萬 | 1.14% | +357+1.7% | 加碼 |
| StrongBox Wealth, LLC | 20,872 | $355.0 萬 | 2.07% | −116−0.6% | 減碼 |
| Archford Capital Strategies, LLC | 20,892 | $355.4 萬 | 0.65% | −1,208−5.5% | 減碼 |
| Abacus Planning Group, Inc. | 20,912 | $355.7 萬 | 0.75% | −86−0.4% | 減碼 |
| CoreCap Advisors, LLC | 20,965 | $356.6 萬 | 0.23% | −729−3.4% | 減碼 |
| Eagle Capital Management, LLC | 20,970 | $356.7 萬 | 1.74% | +129+0.6% | 加碼 |