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 |
|---|---|---|---|---|---|
| Transamerica Financial Advisors, Inc. | 20,972 | $356.8 萬 | 0.49% | −8,171−28.0% | 減碼 |
| Knott David M Jr | 20,985 | $357.0 萬 | 1.36% | 00.0% | 不變 |
| Poehling Capital Management, LLC | 20,991 | $357.1 萬 | 1.13% | +295+1.4% | 加碼 |
| Spirit of America Management Corp | 20,992 | $357.1 萬 | 0.78% | 00.0% | 不變 |
| Resurgent Financial Advisors LLC | 21,009 | $357.4 萬 | 2.20% | −69−0.3% | 減碼 |
| Strategic Planning Group, LLC | 21,121 | $359.3 萬 | 1.19% | +21,121 | 新進 |
| Second Half Financial Partners, LLC | 21,127 | $359.4 萬 | 1.77% | −176−0.8% | 減碼 |
| Brown, Lisle/Cummings, Inc. | 21,128 | $359.4 萬 | 1.33% | −499−2.3% | 減碼 |
| Sugarloaf Wealth Management, LLC | 21,148 | $359.7 萬 | 0.87% | +597+2.9% | 加碼 |
| Platte River Wealth Advisors, LLC | 21,257 | $361.6 萬 | 1.20% | +1,252+6.3% | 加碼 |
| West Oak Capital, LLC | 21,452 | $362.6 萬 | 1.70% | −550−2.5% | 減碼 |
| CNB Bank | 21,321 | $362.7 萬 | 1.95% | −963−4.3% | 減碼 |
| Marathon Capital Management | 21,403 | $364.1 萬 | 0.92% | +1,009+4.9% | 加碼 |
| SOA Wealth Advisors, LLC. | 21,415 | $364.3 萬 | 0.81% | +209+1.0% | 加碼 |
| Edgewood Management LLC | 21,464 | $365.1 萬 | 0.01% | 00.0% | 不變 |
| Legato Capital Management LLC | 21,465 | $365.1 萬 | 0.48% | 00.0% | 不變 |
| NVWM, LLC | 21,484 | $365.5 萬 | 1.10% | −1,338−5.9% | 減碼 |
| Cohen Investment Advisors LLC | 21,500 | $365.7 萬 | 2.69% | −50−0.2% | 減碼 |
| Pine Ridge Advisers LLC | 21,500 | $365.7 萬 | 0.64% | 00.0% | 不變 |
| Liberty One Investment Management, LLC | 21,525 | $366.1 萬 | 0.45% | +941+4.6% | 加碼 |
| Intellectus Partners, LLC | 21,545 | $366.5 萬 | 1.06% | +309+1.5% | 加碼 |
| VeraBank, N.A. | 21,613 | $367.6 萬 | 1.24% | −84−0.4% | 減碼 |
| MCF Advisors LLC | 21,616 | $367.7 萬 | 0.30% | +388+1.8% | 加碼 |
| Bank Ozk | 21,668 | $368.6 萬 | 1.80% | −820−3.6% | 減碼 |
| Massachusetts Wealth Management | 21,719 | $369.4 萬 | 2.98% | +509+2.4% | 加碼 |
| Phoenix Wealth Advisors | 21,474 | $369.5 萬 | 2.57% | −221−1.0% | 減碼 |
| Pacifica Partners Inc. | 23,392 | $369.6 萬 | 1.82% | +41+0.2% | 加碼 |
| Concord Wealth Partners | 21,869 | $372.0 萬 | 0.74% | +2,455+12.6% | 加碼 |
| O'Rourke & Company, Inc | 21,870 | $372.0 萬 | 2.40% | +378+1.8% | 加碼 |
| Outfitter Financial LLC | 21,898 | $372.5 萬 | 3.26% | −55−0.3% | 減碼 |
| Lodestone Wealth Management LLC | 21,998 | $374.2 萬 | 2.18% | +91+0.4% | 加碼 |
| Andra AP-fonden | 22,000 | $374.2 萬 | 0.20% | −18,100−45.1% | 減碼 |
| Lineweaver Wealth Advisors, LLC | 21,998 | $374.4 萬 | 0.97% | +2,870+15.0% | 加碼 |
| Bowman & Co S.C. | 22,066 | $375.4 萬 | 2.61% | +1,159+5.5% | 加碼 |
| Trinity Financial Advisors LLC | 22,072 | $375.4 萬 | 1.83% | −393−1.7% | 減碼 |
| Intrepid Financial Planning Group LLC | 22,081 | $375.6 萬 | 1.80% | 00.0% | 不變 |
| Beaton Management Co. Inc. | 22,079 | $375.6 萬 | 2.25% | −330−1.5% | 減碼 |
| Larson Financial Group LLC | 22,094 | $375.8 萬 | 0.33% | −833−3.6% | 減碼 |
| Peachtree Investment Partners, LLC | 22,125 | $376.4 萬 | 1.54% | +9,968+82.0% | 加碼 |
| Trifecta Capital Advisors, LLC | 22,164 | $377.0 萬 | 1.04% | +237+1.1% | 加碼 |
| Wunderlich Capital Managemnt | 22,169 | $377.1 萬 | 1.70% | −715−3.1% | 減碼 |
| Account Management LLC | 22,215 | $377.9 萬 | 4.52% | 00.0% | 不變 |
| Northcape Wealth Management, LLC | 22,242 | $378.3 萬 | 1.37% | −250−1.1% | 減碼 |
| Wealthsource Partners, LLC | 22,301 | $379.3 萬 | 0.25% | −820−3.5% | 減碼 |
| Altfest L J & Co Inc | 22,332 | $379.9 萬 | 0.55% | −493−2.2% | 減碼 |
| Gilder Gagnon Howe & Co LLC | 22,343 | $380.1 萬 | 0.05% | −146−0.6% | 減碼 |
| Guardian Investment Management | 22,435 | $381.6 萬 | 3.24% | −33−0.1% | 減碼 |
| Summit Global Investments | 22,465 | $382.1 萬 | 0.25% | −8,900−28.4% | 減碼 |
| Quadcap Wealth Management, LLC | 22,553 | $383.6 萬 | 0.99% | +22,553 | 新進 |
| Asahi Life Asset Management Co., Ltd. | 22,603 | $384.5 萬 | 2.11% | −14,839−39.6% | 減碼 |
| Convergence Investment Partners, LLC | 22,631 | $385.0 萬 | 2.01% | +181+0.8% | 加碼 |
| Jmac Enterprises LLC | 22,637 | $385.1 萬 | 0.83% | +1,028+4.8% | 加碼 |
| Great Lakes Retirement, Inc. | 22,671 | $385.6 萬 | 0.64% | +104+0.5% | 加碼 |
| Certified Advisory Corp | 22,712 | $386.3 萬 | 0.59% | −32,313−58.7% | 減碼 |
| Key Financial Inc | 22,740 | $386.8 萬 | 1.06% | +3,740+19.7% | 加碼 |
| Highlander Capital Management, LLC | 22,787 | $387.6 萬 | 1.38% | +590+2.7% | 加碼 |
| NCM Capital Management, LLC | 22,796 | $387.8 萬 | 2.35% | +27+0.1% | 加碼 |
| Dudley Capital Management, LLC | 22,802 | $387.9 萬 | 2.49% | +50.0% | 加碼 |
| Mirabaud & Cie SA | 22,812 | $388.0 萬 | 1.29% | +22,812 | 新進 |
| Maxwell Wealth Strategies Inc. | 22,850 | $388.7 萬 | 2.54% | +22,850 | 新進 |
| Delta Financial Group, Inc. | 22,868 | $389.0 萬 | 1.22% | −681−2.9% | 減碼 |
| WealthPlan Investment Management, LLC | 22,881 | $389.2 萬 | 0.62% | +276+1.2% | 加碼 |
| Transatlantique Private Wealth LLC | 22,897 | $389.5 萬 | 1.82% | +1,571+7.4% | 加碼 |
| VisionPoint Advisory Group, LLC | 22,899 | $389.5 萬 | 1.44% | −1,590−6.5% | 減碼 |
| Virginia Wealth Management Group, Inc. | 22,916 | $389.8 萬 | 3.41% | −5,613−19.7% | 減碼 |
| Norway Savings Bank | 22,958 | $390.5 萬 | 1.73% | −198−0.9% | 減碼 |
| Advisors Management Group Inc | 22,965 | $390.6 萬 | 1.06% | +262+1.2% | 加碼 |
| Trustmark National Bank Trust Department | 22,965 | $390.6 萬 | 0.36% | −99−0.4% | 減碼 |
| Central Valley Advisors, LLC | 23,011 | $391.4 萬 | 2.30% | +23,011 | 新進 |
| Ameliora Wealth Management Ltd. | 23,020 | $391.6 萬 | 1.94% | +4,779+26.2% | 加碼 |
| Gables Capital Management Inc. | 23,024 | $391.6 萬 | 2.43% | +20+0.1% | 加碼 |
| Coastline Trust Co | 23,027 | $391.7 萬 | 0.52% | +2,595+12.7% | 加碼 |
| Verition Fund Management LLC | 23,058 | $392.2 萬 | 0.04% | −6,791−22.8% | 減碼 |
| Clear Creek Financial Management, LLC | 23,142 | $393.7 萬 | 0.63% | +270+1.2% | 加碼 |
| Moreno Evelyn V | 23,205 | $394.7 萬 | 1.86% | −37,721−61.9% | 減碼 |
| Sheets Smith Wealth Management | 23,212 | $394.8 萬 | 0.56% | −622−2.6% | 減碼 |
| Capital Investment Advisory Services, LLC | 23,221 | $395.0 萬 | 0.37% | −1,174−4.8% | 減碼 |
| West Michigan Advisors, LLC | 23,240 | $395.3 萬 | 1.50% | +2,104+10.0% | 加碼 |
| Triasima Portfolio Management inc. | 23,298 | $396.3 萬 | 0.33% | −1,110−4.5% | 減碼 |
| Pavion Blue Capital, LLC | 23,329 | $396.8 萬 | 2.19% | −102−0.4% | 減碼 |
| Blue Edge Capital, LLC | 23,369 | $397.5 萬 | 0.75% | +877+3.9% | 加碼 |
| Trinity Legacy Partners, LLC | 23,378 | $397.7 萬 | 1.25% | +452+2.0% | 加碼 |
| Seascape Capital Management | 23,382 | $397.7 萬 | 1.68% | +711+3.1% | 加碼 |
| Marks Group Wealth Management, Inc | 23,417 | $398.3 萬 | 0.45% | −1,674−6.7% | 減碼 |
| Charles Schwab Trust Co | 23,433 | $398.6 萬 | 0.39% | −963−3.9% | 減碼 |
| Handelsinvest Investeringsforvaltning | 23,483 | $399.4 萬 | 1.63% | +23,483 | 新進 |
| Weitz Investment Management, Inc.大師韋茲投資管理 | 23,500 | $399.7 萬 | 0.21% | 00.0% | 不變 |
| Prestige Wealth Management Group LLC | 23,628 | $401.9 萬 | 0.91% | +1,571+7.1% | 加碼 |
| Desjardins Global Asset Management Inc. | 23,648 | $402.4 萬 | 0.43% | −7,623−24.4% | 減碼 |
| Continuum Advisory, LLC | 23,666 | $402.6 萬 | 0.57% | −27,945−54.1% | 減碼 |
| Nichols & Pratt Advisers LLP | 23,733 | $403.7 萬 | 0.29% | −210−0.9% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 23,760 | $404.2 萬 | 0.38% | +10,081+73.7% | 加碼 |
| Wakefield Asset Management LLLP | 23,766 | $404.3 萬 | 1.50% | +3,904+19.7% | 加碼 |
| Steward Partners Investment Solutions, LLC | 23,836 | $405.5 萬 | 1.69% | +23,836 | 新進 |
| Columbia Trust Co 01012016 | 23,847 | $405.6 萬 | 1.83% | +2,087+9.6% | 加碼 |
| Financial Advocates Investment Management | 23,855 | $405.8 萬 | 0.27% | −577−2.4% | 減碼 |
| Proquility Private Wealth Partners, LLC | 23,871 | $406.0 萬 | 1.54% | −1,140−4.6% | 減碼 |
| Kinsale Capital Group, Inc. | 23,873 | $406.1 萬 | 2.01% | +6,559+37.9% | 加碼 |
| Brevan Howard Capital Management LP | 23,882 | $406.2 萬 | 0.41% | +23,882 | 新進 |
| RB Capital Management, LLC | 23,886 | $406.3 萬 | 1.18% | +254+1.1% | 加碼 |