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 |
|---|---|---|---|---|---|
| Elevatus Welath Management | 3,425 | $58.3 萬 | 0.26% | +1,926+128.5% | 加碼 |
| LGT Financial Advisors LLC | 3,429 | $58.3 萬 | 0.71% | −336−8.9% | 減碼 |
| Albert D Mason Inc | 3,437 | $58.5 萬 | 0.39% | 00.0% | 不變 |
| Harvest Fund Management Co., Ltd | 3,442 | $58.6 萬 | 0.09% | −2,001−36.8% | 減碼 |
| Northstar Group, Inc. | 3,451 | $58.7 萬 | 0.13% | −55−1.6% | 減碼 |
| M3 Advisory Group, LLC | 3,461 | $58.9 萬 | 0.69% | +3,461 | 新進 |
| Shilanski & Associates, Inc. | 3,473 | $59.1 萬 | 0.23% | −164−4.5% | 減碼 |
| Howard Wealth Management, LLC | 3,482 | $59.2 萬 | 0.49% | +460+15.2% | 加碼 |
| Reuter James Wealth Management, LLC | 3,485 | $59.3 萬 | 0.40% | −44−1.2% | 減碼 |
| Forefront Analytics, LLC | 3,486 | $59.3 萬 | 0.29% | +14+0.4% | 加碼 |
| HC Advisors, LLC | 3,486 | $59.3 萬 | 0.33% | −82−2.3% | 減碼 |
| Prostatis Group LLC | 3,491 | $59.4 萬 | 0.25% | +139+4.1% | 加碼 |
| Syntegra Private Wealth Group, LLC | 3,491 | $59.4 萬 | 0.08% | +315+9.9% | 加碼 |
| Ellevest, Inc. | 3,494 | $59.4 萬 | 0.04% | +730+26.4% | 加碼 |
| 1776 Wealth LLC | 3,496 | $59.5 萬 | 0.29% | +3+0.1% | 加碼 |
| Seeds Investor LLC | 3,500 | $59.5 萬 | 0.67% | +3,500 | 新進 |
| Warren Street Wealth Advisors, LLC | 3,502 | $59.6 萬 | 0.34% | +213+6.5% | 加碼 |
| Cascade Investment Advisors, Inc. | 3,513 | $59.8 萬 | 0.43% | −25−0.7% | 減碼 |
| Arkfeld Wealth Strategies, L.L.C. | 3,512 | $59.9 萬 | 0.39% | +303+9.4% | 加碼 |
| Bender Robert & Associates | 3,526 | $60.0 萬 | 0.15% | −40−1.1% | 減碼 |
| Keb Asset Management, LLC | 3,528 | $60.0 萬 | 0.22% | 00.0% | 不變 |
| Fuller & Thaler Asset Management, Inc. | 3,529 | $60.0 萬 | 0.00% | −6−0.2% | 減碼 |
| Wallington Asset Management, LLC | 3,534 | $60.1 萬 | 0.10% | −520−12.8% | 減碼 |
| Silverlake Wealth Management LLC | 3,536 | $60.1 萬 | 0.33% | −308−8.0% | 減碼 |
| Strategic Family Wealth Counselors, L.L.C. | 3,546 | $60.3 萬 | 0.25% | +11+0.3% | 加碼 |
| Patron Partners Advisors, LLC | 3,569 | $60.7 萬 | 0.40% | +239+7.2% | 加碼 |
| Laraway Financial Inc | 3,573 | $60.8 萬 | 0.58% | 00.0% | 不變 |
| Rede Wealth, LLC | 3,575 | $60.8 萬 | 0.29% | +25+0.7% | 加碼 |
| Maverick Capital Ltd大師Maverick 資本 | 3,575 | $60.8 萬 | 0.01% | +3,575 | 新進 |
| Holland Advisory Services, Inc. | 3,579 | $60.9 萬 | 0.70% | +258+7.8% | 加碼 |
| MQS Management LLC | 3,592 | $61.1 萬 | 0.34% | +3,592 | 新進 |
| Armstrong Advisory Group, Inc | 3,599 | $61.2 萬 | 0.06% | −5−0.1% | 減碼 |
| Old Point Trust & Financial Services N A | 3,602 | $61.3 萬 | 0.25% | +3,602 | 新進 |
| Prosperity Financial Group, Inc. | 3,605 | $61.3 萬 | 0.43% | +220+6.5% | 加碼 |
| Hourglass Capital, LLC | 3,613 | $61.5 萬 | 0.20% | 00.0% | 不變 |
| HTG Investment Advisors, Inc. | 3,616 | $61.5 萬 | 0.40% | 00.0% | 不變 |
| GSG Advisors LLC | 3,597 | $61.6 萬 | 0.23% | +175+5.1% | 加碼 |
| OneAscent Wealth Management LLC | 3,634 | $61.8 萬 | 0.25% | +337+10.2% | 加碼 |
| Burkett Financial Services, LLC | 3,634 | $61.8 萬 | 0.34% | +3,634 | 新進 |
| WNY Asset Management, LLC | 3,636 | $61.8 萬 | 0.10% | +64+1.8% | 加碼 |
| TSFG, LLC | 3,652 | $62.1 萬 | 0.20% | +309+9.2% | 加碼 |
| Dempze Nancy E | 3,653 | $62.1 萬 | 0.52% | −90−2.4% | 減碼 |
| Quantum Private Wealth, LLC | 3,653 | $62.1 萬 | 0.26% | 00.0% | 不變 |
| Hibernia Wealth Partners, LLC | 3,654 | $62.2 萬 | 0.47% | +197+5.7% | 加碼 |
| Axim Planning & Wealth | 3,657 | $62.2 萬 | 0.57% | −1,152−24.0% | 減碼 |
| Unionview, LLC | 3,663 | $62.3 萬 | 0.56% | +250+7.3% | 加碼 |
| RBA Wealth Management, LLC | 3,670 | $62.4 萬 | 0.27% | −73−2.0% | 減碼 |
| Dougherty Wealth Advisers LLC | 3,674 | $62.5 萬 | 0.57% | 00.0% | 不變 |
| VELA Investment Management, LLC | 3,675 | $62.5 萬 | 0.25% | −518−12.4% | 減碼 |
| Diversified Portfolios, Inc. | 3,679 | $62.6 萬 | 0.10% | −19−0.5% | 減碼 |
| Investment Advisory Group, LLC | 3,683 | $62.7 萬 | 0.29% | −33−0.9% | 減碼 |
| Koss-Olinger Consulting, LLC | 3,685 | $62.7 萬 | 0.06% | +408+12.5% | 加碼 |
| Total Investment Management Inc | 3,689 | $62.7 萬 | 0.08% | +6+0.2% | 加碼 |
| Kingdom Financial Group LLC. | 3,691 | $62.8 萬 | 0.55% | +10.0% | 加碼 |
| Triumph Capital Management | 3,694 | $62.8 萬 | 0.27% | −314−7.8% | 減碼 |
| Maltin Wealth Management, Inc. | 3,700 | $62.9 萬 | 0.40% | −426−10.3% | 減碼 |
| Granger Management LLC | 3,703 | $63.0 萬 | 0.23% | +3,703 | 新進 |
| Meridian Financial, LLC | 3,710 | $63.1 萬 | 0.50% | +225+6.5% | 加碼 |
| LongView Wealth Management | 3,699 | $63.1 萬 | 0.28% | +3,699 | 新進 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,719 | $63.3 萬 | 0.07% | −267−6.7% | 減碼 |
| Grey Fox Wealth Advisors, LLC | 3,721 | $63.3 萬 | 0.28% | −27−0.7% | 減碼 |
| Catalina Capital Group, LLC | 3,724 | $63.3 萬 | 0.49% | +3,724 | 新進 |
| Successful Portfolios LLC | 3,724 | $63.4 萬 | 0.47% | +249+7.2% | 加碼 |
| Compass Ion Advisors, LLC | 3,725 | $63.4 萬 | 0.10% | −82−2.2% | 減碼 |
| Ruggaard & Associates LLC | 3,729 | $63.4 萬 | 0.34% | 00.0% | 不變 |
| Single Point Partners, LLC | 3,734 | $63.5 萬 | 0.16% | −331−8.1% | 減碼 |
| Paragon Capital Management Ltd | 3,750 | $63.8 萬 | 0.13% | −77−2.0% | 減碼 |
| Finivi Inc. | 3,756 | $63.9 萬 | 0.62% | +3,756 | 新進 |
| BlueSky Wealth Advisors, LLC | 3,756 | $63.9 萬 | 0.12% | +117+3.2% | 加碼 |
| CM Wealth Advisors LLC | 3,765 | $64.0 萬 | 0.28% | 00.0% | 不變 |
| S.A. Mason LLC | 3,765 | $64.0 萬 | 0.43% | +9+0.2% | 加碼 |
| Semus Wealth Partners LLC | 3,775 | $64.2 萬 | 0.53% | −126−3.2% | 減碼 |
| Tillman Hartley LLC | 3,779 | $64.3 萬 | 0.24% | 00.0% | 不變 |
| Spartan Planning & Wealth Management | 3,780 | $64.3 萬 | 0.69% | +2,722+257.3% | 加碼 |
| Santori & Peters | 3,786 | $64.4 萬 | 0.31% | +14+0.4% | 加碼 |
| Tevis Investment Management | 3,788 | $64.4 萬 | 0.59% | +3,788 | 新進 |
| Oberweis Asset Management Inc | 3,802 | $64.7 萬 | 0.06% | −202−5.0% | 減碼 |
| Aspire Private Capital, LLC | 3,806 | $64.7 萬 | 0.19% | +3,339+715.0% | 加碼 |
| LCM Capital Management Inc | 3,810 | $64.8 萬 | 0.47% | 00.0% | 不變 |
| Prepared Retirement Institute LLC | 3,815 | $64.9 萬 | 0.49% | +3,815 | 新進 |
| Florida Financial Advisors, LLC | 3,844 | $65.4 萬 | 0.61% | +3,844 | 新進 |
| ML & R Wealth Management LLC | 3,860 | $65.7 萬 | 0.15% | −97−2.5% | 減碼 |
| Vista Capital Partners, Inc. | 3,861 | $65.7 萬 | 0.09% | +826+27.2% | 加碼 |
| Whalen Wealth Management Inc. | 3,862 | $65.7 萬 | 0.59% | +3,862 | 新進 |
| Meridian Wealth Partners, LLC | 3,869 | $65.8 萬 | 0.13% | +245+6.8% | 加碼 |
| Cavalier Investments, LLC | 3,882 | $66.0 萬 | 0.24% | +79+2.1% | 加碼 |
| Savvy Advisors, Inc. | 3,886 | $66.1 萬 | 0.64% | +3,886 | 新進 |
| Invenio Wealth Partners LLC | 3,890 | $66.2 萬 | 0.48% | +10.0% | 加碼 |
| Arkansas Financial Group, Inc. | 3,890 | $66.2 萬 | 0.12% | −197−4.8% | 減碼 |
| GenWealth Group, Inc. | 3,898 | $66.3 萬 | 0.18% | −831−17.6% | 減碼 |
| Hassell Wealth Management, LLC | 3,764 | $66.3 萬 | 0.45% | 00.0% | 不變 |
| Per Stirling Capital Management, LLC. | 3,907 | $66.5 萬 | 0.12% | +286+7.9% | 加碼 |
| Auto-Owners Insurance Co | 3,915 | $66.6 萬 | 0.02% | 00.0% | 不變 |
| Summit X, LLC | 3,920 | $66.7 萬 | 0.19% | −288−6.8% | 減碼 |
| Planning Capital Management Corp | 3,924 | $66.8 萬 | 0.52% | +3,924 | 新進 |
| Goldstein Advisors, LLC | 3,929 | $66.8 萬 | 0.11% | +7+0.2% | 加碼 |
| Thomas Story & Son LLC | 3,940 | $67.0 萬 | 0.31% | 00.0% | 不變 |
| Maia Wealth LLC | 3,941 | $67.0 萬 | 0.27% | +3,941 | 新進 |
| Arthur M. Cohen & Associates, LLC | 3,944 | $67.1 萬 | 0.16% | +204+5.5% | 加碼 |
| IVC Wealth Advisors LLC | 3,957 | $67.3 萬 | 0.42% | +23+0.6% | 加碼 |