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 5,157 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
- 4,002
- 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 1,575 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 | 5,157 | $6,437 億 |
| 2026 年第 1 季 | 5,103 | $5,721 億 |
| 2025 年第 4 季 | 5,155 | $6,395 億 |
| 2025 年第 3 季 | 4,766 | $6,180 億 |
| 2025 年第 2 季 | 4,753 | $5,824 億 |
| 2025 年第 1 季 | 4,680 | $4,946 億 |
| 2024 年第 4 季 | 4,680 | $4,900 億 |
| 2024 年第 3 季 | 4,216 | $4,294 億 |
| 2024 年第 2 季 | 4,182 | $4,162 億 |
| 2024 年第 1 季 | 4,121 | $4,145 億 |
| 2023 年第 4 季 | 4,002 | $3,518 億 |
| 2023 年第 3 季 | 3,711 | $2,970 億 |
| 2023 年第 2 季 | 3,673 | $2,976 億 |
| 2023 年第 1 季 | 3,613 | $2,663 億 |
| 2022 年第 4 季 | 3,629 | $2,783 億 |
| 2022 年第 3 季 | 3,396 | $2,129 億 |
| 2022 年第 2 季 | 3,428 | $2,293 億 |
| 2022 年第 1 季 | 3,520 | $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 |
|---|---|---|---|---|---|
| Solitude Financial Services | 2,460 | $41.8 萬 | 0.23% | +80+3.4% | 加碼 |
| Tower Wealth Partners, Inc. | 2,467 | $42.0 萬 | 0.30% | −35−1.4% | 減碼 |
| JJJ Advisors Inc. | 2,467 | $42.0 萬 | 0.10% | +431+21.2% | 加碼 |
| S&T Bank | 2,466 | $42.0 萬 | 0.08% | −101−3.9% | 減碼 |
| Mascoma Wealth Management LLC | 2,473 | $42.1 萬 | 0.13% | 00.0% | 不變 |
| Carmel Capital Partners, LLC | 2,488 | $42.3 萬 | 0.22% | −804−24.4% | 減碼 |
| Walker Asset Management, LLC | 2,490 | $42.4 萬 | 0.31% | +2,490 | 新進 |
| Wedgewood Investors Inc | 2,491 | $42.4 萬 | 0.53% | 00.0% | 不變 |
| Acorn Financial Advisory Services Inc | 2,488 | $42.4 萬 | 0.07% | +288+13.1% | 加碼 |
| Arnhold LLC | 2,492 | $42.4 萬 | 0.05% | 00.0% | 不變 |
| Charles Schwab Investment Advisory, Inc. | 2,500 | $42.5 萬 | 0.00% | +28+1.1% | 加碼 |
| Lathrop Investment Management Corp | 2,519 | $42.9 萬 | 0.09% | +88+3.6% | 加碼 |
| Montis Financial, LLC | 2,525 | $43.0 萬 | 0.26% | −104−4.0% | 減碼 |
| Lanham O'Dell & Company, Inc. | 2,526 | $43.0 萬 | 0.30% | +10.0% | 加碼 |
| America First Investment Advisors, LLC | 2,529 | $43.0 萬 | 0.11% | 00.0% | 不變 |
| Horizon Kinetics Asset Management LLC | 2,535 | $43.1 萬 | 0.01% | −308−10.8% | 減碼 |
| Pension & Wealth Management Advisors, Inc. | 2,537 | $43.2 萬 | 0.27% | +56+2.3% | 加碼 |
| Claret Asset Management Corp | 2,539 | $43.2 萬 | 0.08% | +24+1.0% | 加碼 |
| Marshall Financial Group LLC | 2,546 | $43.3 萬 | 0.14% | −59−2.3% | 減碼 |
| SFG Wealth Management, LLC. | 2,557 | $43.5 萬 | 0.29% | +3+0.1% | 加碼 |
| Garrison Asset Management, LLC | 2,560 | $43.5 萬 | 0.24% | +601+30.7% | 加碼 |
| Sloy Dahl & Holst, LLC | 2,564 | $43.6 萬 | 0.09% | −19−0.7% | 減碼 |
| CarsonAllaria Wealth Management, Ltd. | 2,564 | $43.6 萬 | 0.31% | −114−4.3% | 減碼 |
| NovaPoint Capital, LLC | 2,565 | $43.6 萬 | 0.16% | +73+2.9% | 加碼 |
| ICW Investment Advisors LLC | 2,569 | $43.7 萬 | 0.21% | +19+0.7% | 加碼 |
| Dock Street Asset Management Inc | 2,570 | $43.7 萬 | 0.07% | 00.0% | 不變 |
| Mayport, LLC | 2,578 | $43.9 萬 | 0.20% | 00.0% | 不變 |
| Vertex Planning Partners, LLC | 2,581 | $43.9 萬 | 0.13% | +711+38.0% | 加碼 |
| Saranac Partners Ltd | 2,582 | $43.9 萬 | 0.29% | −45−1.7% | 減碼 |
| Southern Capital Advisors, LLC | 2,585 | $44.0 萬 | 0.31% | +52+2.1% | 加碼 |
| Spotlight Asset Group, Inc. | 3,033 | $44.0 萬 | 0.40% | 00.0% | 不變 |
| AIMZ Investment Advisors, LLC | 2,589 | $44.0 萬 | 0.18% | −50−1.9% | 減碼 |
| First Affirmative Financial Network | 2,594 | $44.1 萬 | 0.35% | +80+3.2% | 加碼 |
| Avenue 1 Advisors, LLC | 2,600 | $44.2 萬 | 0.20% | −81−3.0% | 減碼 |
| May Barnhard Investments LLC | 2,602 | $44.3 萬 | 0.23% | +2,602 | 新進 |
| CGC Financial Services, LLC | 2,604 | $44.3 萬 | 0.20% | +2,070+387.6% | 加碼 |
| Prosperity Wealth Management, Inc. | 2,606 | $44.3 萬 | 0.29% | −485−15.7% | 減碼 |
| MKT Advisors LLC | 2,577 | $44.4 萬 | 0.29% | +40+1.6% | 加碼 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 2,612 | $44.4 萬 | 0.08% | 00.0% | 不變 |
| Index Fund Advisors, Inc. | 2,615 | $44.5 萬 | 0.03% | −689−20.9% | 減碼 |
| Integrity Financial Corp | 2,622 | $44.6 萬 | 0.32% | −268−9.3% | 減碼 |
| Islay Capital Management, LLC | 2,625 | $44.7 萬 | 0.35% | −37−1.4% | 減碼 |
| Permit Capital, LLC | 2,625 | $44.7 萬 | 0.15% | +375+16.7% | 加碼 |
| SNS Financial Group, LLC | 2,626 | $44.7 萬 | 0.05% | +188+7.7% | 加碼 |
| Brown Wealth Management, LLC | 2,629 | $44.7 萬 | 0.20% | −32−1.2% | 減碼 |
| Murphy Pohlad Asset Management LLC | 2,640 | $44.9 萬 | 0.19% | 00.0% | 不變 |
| Alpha Financial Partners, LLC | 2,642 | $44.9 萬 | 0.44% | +79+3.1% | 加碼 |
| Tandem Investment Advisors, Inc. | 2,643 | $45.0 萬 | 0.02% | −541−17.0% | 減碼 |
| GW&K Investment Management, LLC | 2,653 | $45.1 萬 | 0.00% | +71+2.7% | 加碼 |
| Heritage Wealth Partners, LLC | 2,656 | $45.2 萬 | 0.92% | +13+0.5% | 加碼 |
| Peninsula Wealth, LLC | 2,656 | $45.2 萬 | 0.09% | +39+1.5% | 加碼 |
| Contravisory Investment Management, Inc. | 2,657 | $45.2 萬 | 0.11% | −29−1.1% | 減碼 |
| Horst & Graben Wealth Management LLC | 2,658 | $45.2 萬 | 0.10% | +19+0.7% | 加碼 |
| Brightwater Advisory LLC | 2,661 | $45.3 萬 | 0.38% | +2,661 | 新進 |
| Heritage Financial Services, LLC | 2,669 | $45.4 萬 | 0.08% | +320+13.6% | 加碼 |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 2,677 | $45.5 萬 | 0.21% | 00.0% | 不變 |
| Financial Security Advisor, Inc. | 2,677 | $45.5 萬 | 0.18% | +145+5.7% | 加碼 |
| Silver Coast Investments LLC | 2,679 | $45.6 萬 | 0.21% | +2,679 | 新進 |
| Smith Anglin Financial, LLC | 2,681 | $45.6 萬 | 0.05% | −21−0.8% | 減碼 |
| 1858 Wealth Management, LLC | 2,689 | $45.7 萬 | 0.43% | +2,689 | 新進 |
| Whelan Financial | 2,692 | $45.8 萬 | 0.21% | −70−2.5% | 減碼 |
| Ocean Capital Management, LLC | 2,700 | $45.9 萬 | 0.19% | 00.0% | 不變 |
| Lane & Associates LLC | 2,701 | $45.9 萬 | 0.33% | −418−13.4% | 減碼 |
| Wescott Financial Advisory Group, LLC | 2,702 | $46.0 萬 | 0.06% | −5−0.2% | 減碼 |
| Kesler, Norman & Wride, LLC | 2,702 | $46.0 萬 | 0.11% | +2,702 | 新進 |
| Merriman Wealth Management, LLC | 2,702 | $46.0 萬 | 0.02% | −518−16.1% | 減碼 |
| TCWP LLC | 2,707 | $46.0 萬 | 1.30% | −12,393−82.1% | 減碼 |
| Apeiron RIA LLC | 2,715 | $46.2 萬 | 0.14% | +322+13.5% | 加碼 |
| USA Financial Portformulas Corp | 2,727 | $46.4 萬 | 0.08% | +2,694+8,163.6% | 加碼 |
| Reik & Co., LLC | 2,732 | $46.5 萬 | 0.13% | 00.0% | 不變 |
| Tamar Securities, LLC | 2,742 | $46.6 萬 | 0.09% | +74+2.8% | 加碼 |
| Thrive Capital Management, LLC | 2,746 | $46.7 萬 | 0.25% | +521+23.4% | 加碼 |
| Financial Freedom, LLC | 2,747 | $46.7 萬 | 0.30% | +11+0.4% | 加碼 |
| Sepio Capital, LP | 2,750 | $46.8 萬 | 0.04% | +364+15.3% | 加碼 |
| Cooper/Haims Advisors, LLC | 2,761 | $47.0 萬 | 0.27% | −73−2.6% | 減碼 |
| Summitry LLC | 2,763 | $47.0 萬 | 0.03% | +42+1.5% | 加碼 |
| Parkside Investments, LLC | 2,764 | $47.0 萬 | 0.08% | +13+0.5% | 加碼 |
| McMahon Financial Advisors, LLC | 2,767 | $47.1 萬 | 0.13% | +2,767 | 新進 |
| Integris Wealth Management, LLC | 2,778 | $47.3 萬 | 0.14% | +599+27.5% | 加碼 |
| Intergy Private Wealth, LLC | 2,779 | $47.3 萬 | 0.20% | −191−6.4% | 減碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,782 | $47.3 萬 | 0.29% | 00.0% | 不變 |
| Sciencast Management LP | 2,782 | $47.3 萬 | 0.26% | −8,897−76.2% | 減碼 |
| Trilogy Capital Inc. | 2,787 | $47.4 萬 | 0.03% | −77−2.7% | 減碼 |
| Kure Advisory, LLC | 2,802 | $47.7 萬 | 0.25% | +116+4.3% | 加碼 |
| ZRC Wealth Management, LLC | 3,295 | $47.8 萬 | 0.29% | +2,560+348.3% | 加碼 |
| Firethorn Wealth Partners, LLC | 2,825 | $48.0 萬 | 0.31% | +132+4.9% | 加碼 |
| Alliance Wealth Advisors, LLC | 2,827 | $48.1 萬 | 0.16% | −447−13.7% | 減碼 |
| Moody Aldrich Partners LLC | 2,828 | $48.1 萬 | 0.09% | +187+7.1% | 加碼 |
| Pitti Group Wealth Management, LLC | 2,837 | $48.3 萬 | 0.53% | −472−14.3% | 減碼 |
| Alyeska Investment Group, L.P. | 2,841 | $48.3 萬 | 0.00% | +2,841 | 新進 |
| Vawter Financial, Ltd. | 2,842 | $48.3 萬 | 0.38% | +468+19.7% | 加碼 |
| Wealth Advisors of Iowa, LLC | 2,844 | $48.4 萬 | 0.32% | +153+5.7% | 加碼 |
| Clarity Capital Partners LLC | 2,846 | $48.4 萬 | 0.34% | +2,846 | 新進 |
| Marathon Trading Investment Management LLC | 2,855 | $48.6 萬 | 0.09% | −1,459−33.8% | 減碼 |
| Schoolcraft Capital LLC | 2,869 | $48.8 萬 | 0.12% | −1,282−30.9% | 減碼 |
| Greytown Advisors Inc. | 2,871 | $48.8 萬 | 0.27% | −635−18.1% | 減碼 |
| Shapiro Capital Management LLC | 2,880 | $49.0 萬 | 0.01% | 00.0% | 不變 |
| Point72 Europe (London) LLP | 2,880 | $49.0 萬 | 0.06% | +2,880 | 新進 |
| Westwood Wealth Management | 2,887 | $49.1 萬 | 0.38% | −925−24.3% | 減碼 |
| Bridgeworth, LLC | 2,888 | $49.1 萬 | 0.05% | −126−4.2% | 減碼 |