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 |
|---|---|---|---|---|---|
| Dividend Assets Capital, LLC | 52,654 | $895.7 萬 | 1.76% | +1,180+2.3% | 加碼 |
| GTS Securities LLC | 52,566 | $894.1 萬 | 0.19% | +47,511+939.9% | 加碼 |
| AMG National Trust Bank | 52,452 | $892.2 萬 | 0.28% | −190−0.4% | 減碼 |
| Cutler Investment Counsel LLC | 52,423 | $891.7 萬 | 1.27% | −765−1.4% | 減碼 |
| Pacific Global Investment Management CO | 52,337 | $890.2 萬 | 1.81% | +49+0.1% | 加碼 |
| Baker Ellis Asset Management LLC | 52,297 | $889.6 萬 | 1.43% | +1,451+2.9% | 加碼 |
| Arkadios Wealth Advisors | 52,292 | $889.5 萬 | 0.75% | +2,456+4.9% | 加碼 |
| Brave Asset Management Inc | 52,275 | $889.2 萬 | 2.50% | +61+0.1% | 加碼 |
| Bray Capital Advisors | 52,114 | $886.5 萬 | 2.46% | −200−0.4% | 減碼 |
| Frisch Financial Group, Inc. | 52,003 | $884.6 萬 | 3.34% | +7,524+16.9% | 加碼 |
| Harbor Investment Advisory, LLC | 65,743 | $884.1 萬 | 1.02% | +125+0.2% | 加碼 |
| Intact Investment Management Inc. | 51,900 | $882.8 萬 | 0.36% | −200−0.4% | 減碼 |
| DFPG Investments, LLC | 51,506 | $882.5 萬 | 0.69% | +6,315+14.0% | 加碼 |
| Ascent Wealth Partners, LLC | 51,810 | $881.3 萬 | 1.44% | +331+0.6% | 加碼 |
| Asset Dedication, LLC | 51,788 | $881.0 萬 | 0.72% | +2,644+5.4% | 加碼 |
| Strategic Wealth Partners, Ltd. | 51,706 | $879.5 萬 | 1.08% | +8,387+19.4% | 加碼 |
| Marietta Wealth Management, LLC | 51,639 | $878.4 萬 | 1.56% | −66−0.1% | 減碼 |
| Texas Capital Bank Wealth Management Services Inc | 51,521 | $876.4 萬 | 1.04% | −1,432−2.7% | 減碼 |
| Ballast Advisors LLC | 51,455 | $875.2 萬 | 3.27% | −58−0.1% | 減碼 |
| HGK Asset Management Inc | 51,446 | $875.1 萬 | 2.03% | −1,148−2.2% | 減碼 |
| Goelzer Investment Management, Inc. | 51,317 | $872.9 萬 | 0.56% | +1,640+3.3% | 加碼 |
| American National Bank | 51,288 | $872.4 萬 | 1.37% | +82+0.2% | 加碼 |
| Mirador Capital Partners LP | 51,276 | $872.2 萬 | 1.85% | +475+0.9% | 加碼 |
| Westpac Banking Corp | 51,259 | $871.9 萬 | 0.72% | −24,342−32.2% | 減碼 |
| Moneta Group Investment Advisors LLC | 51,224 | $871.3 萬 | 0.17% | −44,647−46.6% | 減碼 |
| Bridge Creek Capital Management LLC | 51,120 | $869.6 萬 | 3.02% | −125−0.2% | 減碼 |
| Consolidated Planning Corp | 51,046 | $868.3 萬 | 1.62% | +2,051+4.2% | 加碼 |
| Marex Group plc | 50,965 | $866.9 萬 | 0.34% | +48,863+2,324.6% | 加碼 |
| NBW Capital LLC | 50,964 | $866.9 萬 | 1.90% | −689−1.3% | 減碼 |
| Western Wealth Management, LLC | 50,931 | $866.3 萬 | 0.62% | +736+1.5% | 加碼 |
| Smithbridge Asset Management Inc | 50,901 | $865.8 萬 | 1.97% | −213−0.4% | 減碼 |
| Hamilton Capital Partners Inc. | 50,896 | $865.7 萬 | 1.73% | +44,196+659.6% | 加碼 |
| NorthRock Partners, LLC | 50,882 | $865.5 萬 | 0.36% | +18,343+56.4% | 加碼 |
| Stony Point Wealth Management Inc. | 50,826 | $864.5 萬 | 4.00% | −1,941−3.7% | 減碼 |
| Commonwealth Retirement Investments LLC | 50,685 | $862.2 萬 | 4.57% | −137−0.3% | 減碼 |
| American Money Management, LLC | 50,590 | $860.5 萬 | 1.94% | −245−0.5% | 減碼 |
| Redmond Asset Management, LLC | 50,545 | $859.8 萬 | 2.77% | −1,162−2.2% | 減碼 |
| Dean Investment Associates, LLC | 50,537 | $859.6 萬 | 1.23% | −1,251−2.4% | 減碼 |
| D L Carlson Investment Group Inc | 47,657 | $857.2 萬 | 1.74% | −13,941−22.6% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 49,012 | $854.6 萬 | 0.08% | −1,239−2.5% | 減碼 |
| Nations Financial Group Inc, | 50,128 | $852.7 萬 | 0.79% | −3,028−5.7% | 減碼 |
| Wright Investors Service Inc | 50,042 | $851.2 萬 | 2.40% | −4,483−8.2% | 減碼 |
| Baldwin Investment Management, LLC | 49,985 | $850.2 萬 | 1.33% | −190−0.4% | 減碼 |
| Wealth Advisory Solutions, LLC | 49,929 | $849.3 萬 | 2.97% | −50,440−50.3% | 減碼 |
| AlphaCore Capital LLC | 49,701 | $845.4 萬 | 1.24% | +150+0.3% | 加碼 |
| Claudia M.P. Batlle, CRP (R) LLC | 49,599 | $843.7 萬 | 2.70% | −2,288−4.4% | 減碼 |
| Jamison Private Wealth Management, Inc. | 49,297 | $838.5 萬 | 1.57% | −106−0.2% | 減碼 |
| Bangor Savings Bank | 49,251 | $837.8 萬 | 0.91% | −497−1.0% | 減碼 |
| Elk River Wealth Management, LLC | 49,126 | $835.6 萬 | 1.61% | +264+0.5% | 加碼 |
| Ascent Group, LLC | 47,432 | $833.8 萬 | 0.79% | +2,563+5.7% | 加碼 |
| Boston Family Office LLC | 48,964 | $832.9 萬 | 0.63% | −1,309−2.6% | 減碼 |
| Aviance Capital Partners, LLC | 48,911 | $832.0 萬 | 1.78% | −1,564−3.1% | 減碼 |
| Harbour Capital Advisors, LLC | 48,399 | $829.2 萬 | 2.27% | +61+0.1% | 加碼 |
| Strategic Global Advisors, LLC | 48,748 | $829.2 萬 | 1.90% | −32,839−40.3% | 減碼 |
| Knights of Columbus Asset Advisors LLC | 48,623 | $827.1 萬 | 0.53% | +659+1.4% | 加碼 |
| Amica Mutual Insurance Co | 48,457 | $824.3 萬 | 0.89% | −7,999−14.2% | 減碼 |
| DoubleLine ETF Adviser LP | 48,409 | $823.4 萬 | 2.38% | +3,649+8.2% | 加碼 |
| Symmetry Investments LP | 48,366 | $822.7 萬 | 1.51% | +25,594+112.4% | 加碼 |
| McGinn Investment Management, Inc. | 48,339 | $822.2 萬 | 5.97% | −420−0.9% | 減碼 |
| Wellington Shields & Co., LLC | 48,318 | $821.9 萬 | 3.03% | −382−0.8% | 減碼 |
| Adalta Capital Management LLC | 48,209 | $820.0 萬 | 4.96% | −140−0.3% | 減碼 |
| Stokes Family Office, LLC | 48,189 | $819.7 萬 | 1.11% | −19,450−28.8% | 減碼 |
| Embree Financial Group | 48,152 | $819.1 萬 | 1.72% | +48,152 | 新進 |
| B & T Capital Management DBA Alpha Capital Management | 48,060 | $817.5 萬 | 1.69% | −367−0.8% | 減碼 |
| Profund Advisors LLC | 47,852 | $814.0 萬 | 0.35% | +9,635+25.2% | 加碼 |
| Whalerock Point Partners, LLC | 47,796 | $813.0 萬 | 2.52% | −1,748−3.5% | 減碼 |
| Equitable Trust Co | 47,792 | $812.9 萬 | 0.61% | −1,173−2.4% | 減碼 |
| Meeder Advisory Services, Inc. | 47,769 | $812.6 萬 | 0.93% | +504+1.1% | 加碼 |
| Jacobi Capital Management LLC | 47,681 | $811.0 萬 | 0.83% | +1,022+2.2% | 加碼 |
| Old Second National Bank of Aurora | 47,667 | $810.8 萬 | 2.23% | −2,374−4.7% | 減碼 |
| Schulhoff & Co Inc | 47,470 | $807.5 萬 | 3.85% | −65−0.1% | 減碼 |
| Jessup Wealth Management, Inc | 47,460 | $807.3 萬 | 4.03% | −930−1.9% | 減碼 |
| Geneos Wealth Management Inc. | 47,405 | $806.4 萬 | 0.40% | −5,021−9.6% | 減碼 |
| Wintrust Investments LLC | 47,395 | $806.2 萬 | 0.78% | −1,162−2.4% | 減碼 |
| Evexia Wealth LLC | 46,103 | $805.6 萬 | 3.40% | +628+1.4% | 加碼 |
| Harbour Investments, Inc. | 47,312 | $804.8 萬 | 0.33% | +3,952+9.1% | 加碼 |
| Community Bank & Trust, Waco, Texas | 47,301 | $804.6 萬 | 2.19% | +948+2.0% | 加碼 |
| SevenBridge Financial Group, LLC | 47,248 | $803.7 萬 | 1.90% | +121+0.3% | 加碼 |
| Patton Albertson Miller Group, LLC | 47,225 | $803.3 萬 | 1.34% | +5,314+12.7% | 加碼 |
| Quadrant Capital Group LLC | 47,021 | $799.8 萬 | 0.69% | +4,354+10.2% | 加碼 |
| Buck Wealth Strategies, LLC | 47,015 | $799.7 萬 | 2.96% | +4,934+11.7% | 加碼 |
| Wetzel Investment Advisors, Inc. | 47,015 | $799.7 萬 | 4.91% | +47,015 | 新進 |
| WESPAC Advisors SoCal, LLC | 46,999 | $799.5 萬 | 2.33% | +710+1.5% | 加碼 |
| Financial Partners Group, LLC | 46,910 | $797.9 萬 | 3.61% | +30.0% | 加碼 |
| Private Trust Co NA | 46,640 | $793.3 萬 | 0.93% | −2,343−4.8% | 減碼 |
| Walter & Keenan Financial Consulting Co | 46,633 | $793.2 萬 | 2.84% | −327−0.7% | 減碼 |
| Covington Investment Advisors Inc. | 46,525 | $791.4 萬 | 1.44% | −10,783−18.8% | 減碼 |
| Wittenberg Investment Management, Inc. | 46,440 | $789.9 萬 | 2.74% | 00.0% | 不變 |
| Farmers & Merchants Trust Co of Long Beach | 46,319 | $787.9 萬 | 2.08% | +5,568+13.7% | 加碼 |
| Northern Oak Wealth Management Inc | 46,253 | $786.8 萬 | 0.94% | −6,654−12.6% | 減碼 |
| EFG Asset Management (Americas) Corp. | 46,083 | $783.9 萬 | 1.69% | −3,567−7.2% | 減碼 |
| Garland Capital Management Inc | 46,020 | $782.8 萬 | 5.50% | −2,475−5.1% | 減碼 |
| Magnus Financial Group LLC | 46,011 | $782.6 萬 | 1.03% | +1,537+3.5% | 加碼 |
| First Interstate Bank | 45,805 | $779.1 萬 | 0.58% | −1,897−4.0% | 減碼 |
| Arvest Investments, Inc. | 45,800 | $779.1 萬 | 1.27% | +45,800 | 新進 |
| Kinneret Advisory, LLC | 45,776 | $778.6 萬 | 0.86% | −291−0.6% | 減碼 |
| Stamos Capital Partners, L.P. | 45,720 | $777.7 萬 | 2.11% | −25,280−35.6% | 減碼 |
| Close Asset Management Ltd | 45,655 | $777.3 萬 | 0.33% | +6,473+16.5% | 加碼 |
| Abbrea Capital, LLC | 45,648 | $776.5 萬 | 1.12% | +635+1.4% | 加碼 |
| Warren Averett Asset Management, LLC | 45,645 | $776.4 萬 | 0.29% | +4,935+12.1% | 加碼 |