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
- 4,001
- 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 | 5,157 | $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 |
|---|---|---|---|---|---|
| Hills Bank & Trust Co | 62,944 | $1,071 萬 | 1.05% | −558−0.9% | 減碼 |
| Graves-Light Private Wealth Management, Inc. | 62,788 | $1,068 萬 | 1.33% | −1,403−2.2% | 減碼 |
| Addenda Capital Inc. | 62,715 | $1,067 萬 | 0.42% | −5,315−7.8% | 減碼 |
| BKD Wealth Advisors, LLC | 62,596 | $1,065 萬 | 0.30% | −1,817−2.8% | 減碼 |
| Fagan Associates, Inc. | 62,366 | $1,061 萬 | 2.31% | −298−0.5% | 減碼 |
| Hoertkorn Richard Charles | 62,366 | $1,061 萬 | 4.78% | −640−1.0% | 減碼 |
| Sara-Bay Financial | 62,224 | $1,058 萬 | 5.16% | −32−0.1% | 減碼 |
| Shell Asset Management Co | 62,175 | $1,058 萬 | 0.49% | −16,275−20.7% | 減碼 |
| Carmel Capital Management L.L.C. | 62,008 | $1,055 萬 | 5.06% | +55+0.1% | 加碼 |
| Vestcor Inc | 61,883 | $1,053 萬 | 0.36% | −678−1.1% | 減碼 |
| Venator Management LLC | 61,875 | $1,052 萬 | 3.48% | −375−0.6% | 減碼 |
| Cypress Asset Management Inc | 61,764 | $1,051 萬 | 3.16% | −343−0.6% | 減碼 |
| Global Retirement Partners, LLC | 62,226 | $1,045 萬 | 0.44% | −2,894−4.4% | 減碼 |
| Harrell Investment Partners, LLC | 61,369 | $1,044 萬 | 3.25% | +1,257+2.1% | 加碼 |
| Greystone Financial Group, LLC | 61,275 | $1,042 萬 | 2.41% | −1,511−2.4% | 減碼 |
| Greenwood Capital Associates LLC | 61,246 | $1,042 萬 | 1.35% | +1,373+2.3% | 加碼 |
| BancorpSouth Bank | 61,102 | $1,039 萬 | 0.84% | −412−0.7% | 減碼 |
| Spectrum Wealth Counsel, LLC | 60,847 | $1,035 萬 | 1.43% | +60,847 | 新進 |
| Financiere des Professionnels - Fonds d,investissement inc. | 60,735 | $1,033 萬 | 0.91% | −5,308−8.0% | 減碼 |
| GDS Wealth Management | 60,730 | $1,033 萬 | 1.39% | +7,473+14.0% | 加碼 |
| Miracle Mile Advisors, LLC | 60,529 | $1,030 萬 | 0.28% | +3,882+6.9% | 加碼 |
| Zuckerman Investment Group, LLC | 60,523 | $1,029 萬 | 1.33% | −46−0.1% | 減碼 |
| Princeton Global Asset Management LLC | 60,513 | $1,029 萬 | 2.59% | +535+0.9% | 加碼 |
| AIA Group Ltd | 60,471 | $1,029 萬 | 0.42% | +17,007+39.1% | 加碼 |
| Meritage Portfolio Management | 60,320 | $1,026 萬 | 0.68% | +843+1.4% | 加碼 |
| Shorepoint Capital Partners LLC | 60,292 | $1,026 萬 | 2.75% | +935+1.6% | 加碼 |
| Lakeview Capital Partners, LLC | 60,243 | $1,025 萬 | 1.81% | +396+0.7% | 加碼 |
| Stolper Co | 60,241 | $1,025 萬 | 4.13% | +240.0% | 加碼 |
| Lynch & Associates | 60,081 | $1,022 萬 | 2.48% | −790−1.3% | 減碼 |
| Nwi Management LP | 60,000 | $1,021 萬 | 2.07% | 00.0% | 不變 |
| Access Investment Management LLC | 60,000 | $1,021 萬 | 3.81% | +60,000 | 新進 |
| Perennial Advisors, LLC | 59,804 | $1,017 萬 | 2.50% | +490+0.8% | 加碼 |
| Royal Fund Management, LLC | 59,650 | $1,015 萬 | 1.29% | +373+0.6% | 加碼 |
| Boyer & Corporon Wealth Management, LLC | 59,552 | $1,013 萬 | 3.43% | −900−1.5% | 減碼 |
| Essex Financial Services, Inc. | 59,463 | $1,011 萬 | 1.05% | −3,081−4.9% | 減碼 |
| River Wealth Advisors LLC | 59,431 | $1,011 萬 | 1.61% | +1,982+3.5% | 加碼 |
| XML Financial, LLC | 59,108 | $1,005 萬 | 1.06% | −1,115−1.9% | 減碼 |
| Freemont Management S.A. | 59,100 | $1,005 萬 | 1.26% | 00.0% | 不變 |
| Bard Financial Services, Inc. | 59,025 | $1,004 萬 | 1.13% | +310+0.5% | 加碼 |
| Camden National Bank | 58,914 | $1,002 萬 | 1.87% | −844−1.4% | 減碼 |
| Radnor Capital Management, LLC | 58,882 | $1,002 萬 | 1.87% | −220.0% | 減碼 |
| Bank of Hawaii | 58,882 | $1,002 萬 | 0.54% | −2,468−4.0% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 58,854 | $1,001 萬 | 0.84% | +8,820+17.6% | 加碼 |
| Red Door Wealth Management, LLC | 58,395 | $993.3 萬 | 2.16% | +1,886+3.3% | 加碼 |
| Symmetry Partners, LLC | 58,290 | $992.7 萬 | 0.54% | −9,492−14.0% | 減碼 |
| Bridgecreek Investment Management, LLC | 58,351 | $992.6 萬 | 1.92% | −3,225−5.2% | 減碼 |
| First Western Trust Bank | 58,307 | $991.8 萬 | 0.49% | +1,599+2.8% | 加碼 |
| Constitution Capital LLC | 58,273 | $991.2 萬 | 5.98% | −4,322−6.9% | 減碼 |
| Plimoth Trust Co LLC | 58,144 | $989.0 萬 | 2.85% | −1,167−2.0% | 減碼 |
| Avantax Planning Partners, Inc. | 58,073 | $987.8 萬 | 0.38% | +11,214+23.9% | 加碼 |
| GFS Advisors, LLC | 57,978 | $986.2 萬 | 1.44% | −10,000−14.7% | 減碼 |
| Mengis Capital Management, Inc. | 57,954 | $985.8 萬 | 1.85% | +160.0% | 加碼 |
| Gotham Asset Management, LLC | 57,925 | $985.3 萬 | 0.18% | +2,964+5.4% | 加碼 |
| Hennessy Advisors Inc | 57,750 | $982.3 萬 | 0.50% | −18,300−24.1% | 減碼 |
| M&R Capital Management Inc | 57,655 | $980.8 萬 | 2.45% | −160.0% | 減碼 |
| Waratah Capital Advisors Ltd. | 57,284 | $974.4 萬 | 0.56% | −12,161−17.5% | 減碼 |
| Rocky Mountain Advisers, LLC | 57,240 | $973.7 萬 | 3.40% | 00.0% | 不變 |
| Independent Investors Inc | 57,049 | $970.4 萬 | 2.23% | +100+0.2% | 加碼 |
| Apriem Advisors | 57,035 | $970.2 萬 | 1.30% | +45+0.1% | 加碼 |
| Terry L. Blaker | 56,989 | $969.4 萬 | 0.79% | +873+1.6% | 加碼 |
| Sigma Investment Counselors Inc | 56,835 | $966.8 萬 | 0.68% | −443−0.8% | 減碼 |
| Eisler Capital (UK) Ltd. | 56,772 | $965.7 萬 | 0.88% | −396,504−87.5% | 減碼 |
| Trueblood Wealth Management, LLC | 56,652 | $963.7 萬 | 6.05% | +56,652 | 新進 |
| Principal Securities, Inc. | 56,650 | $963.6 萬 | 0.36% | +56,650 | 新進 |
| HTLF Bank | 56,603 | $962.8 萬 | 1.14% | +56,603 | 新進 |
| Gluskin Sheff & Assoc Inc | 56,497 | $961.0 萬 | 0.95% | −17,699−23.9% | 減碼 |
| EagleClaw Capital Managment, LLC | 56,480 | $960.7 萬 | 2.00% | −135−0.2% | 減碼 |
| Skylands Capital, LLC | 56,450 | $960.2 萬 | 1.41% | −5,275−8.5% | 減碼 |
| Sompo Asset Management Co., Ltd. | 56,419 | $959.7 萬 | 1.73% | +7,489+15.3% | 加碼 |
| Socorro Asset Management LP | 56,321 | $958.0 萬 | 4.23% | −3,198−5.4% | 減碼 |
| Concentric Capital Strategies, LP | 56,241 | $956.7 萬 | 1.24% | +26,414+88.6% | 加碼 |
| Clough Capital Partners L P | 56,200 | $956.0 萬 | 1.06% | −8,000−12.5% | 減碼 |
| Capital Analysts, LLC | 55,994 | $952.5 萬 | 0.48% | +1,641+3.0% | 加碼 |
| Pioneer Trust Bank N A | 55,996 | $952.5 萬 | 2.84% | +1,856+3.4% | 加碼 |
| IHT Wealth Management, LLC | 55,980 | $952.2 萬 | 0.42% | −3,072−5.2% | 減碼 |
| Mitchell Capital Management Co | 55,930 | $951.4 萬 | 2.00% | +865+1.6% | 加碼 |
| Family Capital Trust Co | 55,866 | $950.3 萬 | 3.00% | −227−0.4% | 減碼 |
| Fundamentun, LLC | 55,700 | $947.5 萬 | 1.12% | −4,848−8.0% | 減碼 |
| Chicago Capital, LLC | 55,608 | $945.9 萬 | 0.34% | +430+0.8% | 加碼 |
| Inlet Private Wealth, LLC | 55,596 | $945.7 萬 | 2.90% | −150−0.3% | 減碼 |
| Hartford Financial Management Inc. | 55,473 | $943.6 萬 | 2.14% | −510−0.9% | 減碼 |
| Next Level Private LLC | 55,208 | $939.1 萬 | 5.32% | −606−1.1% | 減碼 |
| Roundview Capital LLC | 55,006 | $935.6 萬 | 0.86% | +4,116+8.1% | 加碼 |
| Martin Capital Partners, LLC | 54,899 | $933.8 萬 | 3.81% | −1,022−1.8% | 減碼 |
| Cardinal Capital Management | 54,803 | $932.2 萬 | 1.77% | −248−0.5% | 減碼 |
| Brown Shipley& Co Ltd | 54,797 | $932.1 萬 | 4.62% | −130−0.2% | 減碼 |
| Wealthspire Advisors, LLC | 54,535 | $927.6 萬 | 0.13% | +5,241+10.6% | 加碼 |
| RiverFront Investment Group, LLC | 54,433 | $925.9 萬 | 0.29% | +3,785+7.5% | 加碼 |
| Fulton Bank, N.A. | 53,992 | $918.4 萬 | 0.41% | +127+0.2% | 加碼 |
| Sumitomo Life Insurance Co | 53,940 | $917.5 萬 | 0.29% | −764−1.4% | 減碼 |
| Fulcrum Capital LLC | 53,930 | $917.3 萬 | 2.37% | −2,985−5.2% | 減碼 |
| Boyar Asset Management Inc. | 53,711 | $913.6 萬 | 6.86% | −3,269−5.7% | 減碼 |
| Pittenger & Anderson Inc | 53,652 | $912.6 萬 | 0.41% | −2,585−4.6% | 減碼 |
| Rench Wealth Management, Inc. | 53,551 | $910.9 萬 | 3.84% | −401−0.7% | 減碼 |
| Compass Wealth Management LLC | 53,479 | $909.7 萬 | 2.54% | −727−1.3% | 減碼 |
| GAMMA Investing LLC | 51,737 | $902.1 萬 | 2.44% | +51,737 | 新進 |
| Meridian Wealth Advisors, LLC | 53,029 | $902.0 萬 | 1.98% | +981+1.9% | 加碼 |
| Capstone Financial Advisors, Inc. | 52,859 | $899.1 萬 | 0.64% | −2,317−4.2% | 減碼 |
| KG&L Capital Management,LLC | 53,003 | $898.8 萬 | 3.76% | +380+0.7% | 加碼 |
| First Hawaiian Bank | 52,690 | $896.3 萬 | 0.28% | −7,470−12.4% | 減碼 |