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 |
|---|---|---|---|---|---|
| Barlow Wealth Partners, Inc. | 77,923 | $1,325 萬 | 1.88% | +77,923 | 新進 |
| Coppell Advisory Solutions LLC | 77,824 | $1,324 萬 | 2.67% | +59,120+316.1% | 加碼 |
| Winslow Asset Management Inc | 77,787 | $1,323 萬 | 2.69% | +728+0.9% | 加碼 |
| WoodTrust Financial Corp | 77,694 | $1,322 萬 | 2.26% | +1,763+2.3% | 加碼 |
| Point72 Asset Management, L.P. | 77,630 | $1,320 萬 | 0.04% | +77,630 | 新進 |
| Whitener Capital Management, Inc. | 77,608 | $1,320 萬 | 4.78% | −794−1.0% | 減碼 |
| Connors Investor Services Inc | 77,513 | $1,319 萬 | 1.48% | +168+0.2% | 加碼 |
| Ashburton (Jersey) Ltd | 90,833 | $1,317 萬 | 6.59% | −3,079−3.3% | 減碼 |
| Strategic Wealth Designers | 77,436 | $1,317 萬 | 1.98% | +5,916+8.3% | 加碼 |
| Punch & Associates Investment Management, Inc. | 77,373 | $1,316 萬 | 0.77% | −57−0.1% | 減碼 |
| Twin Capital Management Inc | 77,365 | $1,316 萬 | 1.72% | +3,160+4.3% | 加碼 |
| King Wealth | 77,334 | $1,315 萬 | 2.54% | −1,282−1.6% | 減碼 |
| Schnieders Capital Management LLC | 77,208 | $1,313 萬 | 2.89% | −7,348−8.7% | 減碼 |
| Community Bank of Raymore | 77,186 | $1,313 萬 | 5.78% | +7,400+10.6% | 加碼 |
| Eagle Rock Investment Company, LLC | 77,019 | $1,310 萬 | 2.68% | −6,044−7.3% | 減碼 |
| Ballentine Partners, LLC | 76,870 | $1,308 萬 | 0.27% | +8,653+12.7% | 加碼 |
| German American Bancorp, Inc. | 76,733 | $1,305 萬 | 1.72% | +300.0% | 加碼 |
| Iowa State Bank | 76,581 | $1,303 萬 | 3.12% | +380+0.5% | 加碼 |
| North Star Asset Management Inc | 76,356 | $1,299 萬 | 0.66% | +453+0.6% | 加碼 |
| Alberta Investment Management Corp | 76,100 | $1,294 萬 | 0.12% | 00.0% | 不變 |
| Telos Capital Management, Inc. | 75,986 | $1,293 萬 | 1.58% | −374−0.5% | 減碼 |
| Thompson Investment Management, Inc. | 75,705 | $1,288 萬 | 2.07% | −3,924−4.9% | 減碼 |
| FJ Investments, LLC | 75,404 | $1,283 萬 | 0.61% | +75,404 | 新進 |
| NewSquare Capital LLC | 76,105 | $1,282 萬 | 1.22% | +1,356+1.8% | 加碼 |
| NJ State Employees Deferred Compensation Plan | 74,800 | $1,272 萬 | 1.75% | 00.0% | 不變 |
| Camden Capital, LLC | 74,606 | $1,269 萬 | 1.30% | +3,791+5.4% | 加碼 |
| 1st Source Bank | 74,577 | $1,269 萬 | 0.77% | −1,735−2.3% | 減碼 |
| Bank of Nova Scotia Trust Co | 74,410 | $1,266 萬 | 1.42% | +1,423+1.9% | 加碼 |
| Ossiam | 74,360 | $1,265 萬 | 0.20% | −23,365−23.9% | 減碼 |
| Boston Financial Mangement LLC | 74,324 | $1,264 萬 | 0.43% | +2,913+4.1% | 加碼 |
| Spinnaker Trust | 74,076 | $1,260 萬 | 0.86% | +1,627+2.2% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 73,945 | $1,258 萬 | 0.79% | +623+0.8% | 加碼 |
| Steel Peak Wealth Management LLC | 73,757 | $1,255 萬 | 0.73% | −44,177−37.5% | 減碼 |
| Simmons Bank | 73,659 | $1,253 萬 | 1.02% | −2,314−3.0% | 減碼 |
| Allied Investment Advisors, LLC | 73,628 | $1,252 萬 | 3.41% | +166+0.2% | 加碼 |
| Level Four Advisory Services, LLC | 73,431 | $1,249 萬 | 0.70% | −2,294−3.0% | 減碼 |
| Altrafin AG | 73,394 | $1,248 萬 | 4.81% | −1,055−1.4% | 減碼 |
| Girard Partners Ltd. | 73,393 | $1,248 萬 | 1.27% | −1,100−1.5% | 減碼 |
| NatWest Group plc | 73,071 | $1,243 萬 | 5.20% | +13,758+23.2% | 加碼 |
| Heritage Trust Co | 73,031 | $1,242 萬 | 1.75% | −37−0.1% | 減碼 |
| Cohen Klingenstein LLC | 72,700 | $1,237 萬 | 0.51% | 00.0% | 不變 |
| Strategy Asset Managers LLC | 72,683 | $1,236 萬 | 2.93% | +1,696+2.4% | 加碼 |
| Mitchell Sinkler & Starr | 72,564 | $1,234 萬 | 2.25% | +6,755+10.3% | 加碼 |
| Castleark Management LLC | 72,365 | $1,231 萬 | 0.55% | +20,635+39.9% | 加碼 |
| Holowesko Partners Ltd. | 72,100 | $1,226 萬 | 4.42% | 00.0% | 不變 |
| Eagle Ridge Investment Management | 71,788 | $1,221 萬 | 1.20% | +88+0.1% | 加碼 |
| TAM Capital Management Inc. | 71,757 | $1,221 萬 | 8.14% | +71,757 | 新進 |
| Cypress Capital Group | 71,619 | $1,218 萬 | 1.58% | −1,389−1.9% | 減碼 |
| Veriti Management LLC | 71,563 | $1,217 萬 | 1.09% | +9,119+14.6% | 加碼 |
| Woodstock Corp | 71,472 | $1,216 萬 | 1.41% | +505+0.7% | 加碼 |
| WealthBridge Investment Counsel Inc. | 71,451 | $1,215 萬 | 4.86% | −2,065−2.8% | 減碼 |
| SFE Investment Counsel | 71,317 | $1,213 萬 | 3.16% | −2,394−3.2% | 減碼 |
| Van Hulzen Asset Management, LLC | 71,211 | $1,211 萬 | 0.85% | +23,001+47.7% | 加碼 |
| Legacy Private Trust Co. | 70,903 | $1,206 萬 | 0.96% | −631−0.9% | 減碼 |
| Country Club Bank | 70,709 | $1,204 萬 | 0.91% | −1,065−1.5% | 減碼 |
| Chemung Canal Trust Co | 70,778 | $1,204 萬 | 2.49% | −1,237−1.7% | 減碼 |
| Caldwell Trust Co | 70,656 | $1,202 萬 | 1.52% | −1,145−1.6% | 減碼 |
| Journey Advisory Group, LLC | 70,194 | $1,194 萬 | 1.62% | −1,058−1.5% | 減碼 |
| Pettee Investors, Inc. | 70,042 | $1,191 萬 | 5.26% | −714−1.0% | 減碼 |
| Pettyjohn, Wood & White, Inc | 69,980 | $1,190 萬 | 2.58% | −207−0.3% | 減碼 |
| Signaturefd, LLC | 69,801 | $1,187 萬 | 0.27% | +6,143+9.7% | 加碼 |
| Farmers National Bank | 69,056 | $1,175 萬 | 3.77% | +700+1.0% | 加碼 |
| GAM Holding AG | 68,659 | $1,168 萬 | 0.87% | −10,312−13.1% | 減碼 |
| Wellington Shields Capital Management, LLC | 68,254 | $1,161 萬 | 1.45% | +588+0.9% | 加碼 |
| Concurrent Investment Advisors, LLC | 68,218 | $1,160 萬 | 0.55% | +68,218 | 新進 |
| RSM US Wealth Management LLC | 68,139 | $1,159 萬 | 0.31% | +27,253+66.7% | 加碼 |
| Naples Global Advisors, LLC | 67,771 | $1,153 萬 | 1.27% | −366−0.5% | 減碼 |
| One Capital Management, LLC | 67,529 | $1,149 萬 | 0.46% | −912−1.3% | 減碼 |
| Avitas Wealth Management LLC | 67,145 | $1,142 萬 | 1.91% | +16,421+32.4% | 加碼 |
| Viking Fund Management LLC | 67,000 | $1,140 萬 | 2.22% | −20,000−23.0% | 減碼 |
| Barbara Oil Co. | 67,000 | $1,140 萬 | 5.13% | 00.0% | 不變 |
| Cyndeo Wealth Partners, LLC | 66,940 | $1,139 萬 | 1.05% | −4,609−6.4% | 減碼 |
| Ritholtz Wealth Management | 66,775 | $1,136 萬 | 0.44% | +6,387+10.6% | 加碼 |
| Griffin Asset Management, Inc. | 66,686 | $1,134 萬 | 1.44% | +271+0.4% | 加碼 |
| Stevens Capital Management LP | 66,672 | $1,134 萬 | 2.83% | +50,555+313.7% | 加碼 |
| Buckley Wealth Management, LLC | 66,652 | $1,134 萬 | 3.94% | −770−1.1% | 減碼 |
| JCIC Asset Management Inc. | 65,821 | $1,120 萬 | 5.00% | −290−0.4% | 減碼 |
| Group One Trading, L.P. | 65,499 | $1,114 萬 | 0.35% | −140,267−68.2% | 減碼 |
| Ar Asset Management Inc | 65,231 | $1,110 萬 | 2.91% | 00.0% | 不變 |
| New England Asset Management Inc | 65,090 | $1,107 萬 | 1.78% | −27,700−29.9% | 減碼 |
| Generate Investment Management Ltd | 65,069 | $1,107 萬 | 0.96% | +65,069 | 新進 |
| Tokio Marine Asset Management Co Ltd | 64,940 | $1,105 萬 | 0.61% | +2,997+4.8% | 加碼 |
| Buffington Mohr McNeal | 64,725 | $1,101 萬 | 2.21% | −858−1.3% | 減碼 |
| Wells Trecaso Financial Group, LLC | 64,544 | $1,098 萬 | 4.43% | +164+0.3% | 加碼 |
| Scissortail Wealth Management, LLC | 63,455 | $1,096 萬 | 3.47% | +35,027+123.2% | 加碼 |
| L & S Advisors Inc | 64,349 | $1,095 萬 | 1.33% | +43,279+205.4% | 加碼 |
| Xcel Wealth Management, LLC | 64,253 | $1,093 萬 | 3.83% | −685−1.1% | 減碼 |
| Live Oak Private Wealth LLC | 64,231 | $1,093 萬 | 2.05% | +349+0.5% | 加碼 |
| David Loasby | 63,221 | $1,089 萬 | 1.17% | −551−0.9% | 減碼 |
| Buckingham Strategic Wealth, LLC | 63,955 | $1,088 萬 | 0.13% | +666+1.1% | 加碼 |
| Edge Capital Group, LLC | 63,881 | $1,087 萬 | 0.61% | +15,098+30.9% | 加碼 |
| Invictus Private Wealth, LLC | 63,854 | $1,086 萬 | 1.06% | −750−1.2% | 減碼 |
| Dorchester Wealth Management Co | 63,784 | $1,085 萬 | 2.01% | −1,105−1.7% | 減碼 |
| Horizon Investments, LLC | 64,119 | $1,084 萬 | 0.30% | −13,222−17.1% | 減碼 |
| Laurel Wealth Advisors LLC | 63,534 | $1,081 萬 | 2.07% | +1,289+2.1% | 加碼 |
| Visionary Wealth Advisors | 63,474 | $1,080 萬 | 0.79% | −384−0.6% | 減碼 |
| Foster & Motley Inc | 63,432 | $1,079 萬 | 0.80% | −4,775−7.0% | 減碼 |
| Barometer Capital Management Inc. | 63,813 | $1,079 萬 | 3.06% | −14,380−18.4% | 減碼 |
| Hodges Capital Management Inc. | 63,262 | $1,076 萬 | 0.57% | +33,344+111.5% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 62,951 | $1,071 萬 | 1.18% | +356+0.6% | 加碼 |