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 |
|---|---|---|---|---|---|
| Stokes Capital Advisors, LLC | 45,597 | $775.6 萬 | 2.45% | −442−1.0% | 減碼 |
| Schechter Investment Advisors, LLC | 45,537 | $774.6 萬 | 0.67% | +26+0.1% | 加碼 |
| Hixon Zuercher, LLC | 45,474 | $773.5 萬 | 3.59% | +147+0.3% | 加碼 |
| McRae Capital Management Inc | 45,402 | $772.3 萬 | 1.93% | +320+0.7% | 加碼 |
| Cornerstone Wealth Group, LLC | 45,267 | $770.0 萬 | 1.10% | +1,184+2.7% | 加碼 |
| Ipswich Investment Management Co., Inc. | 45,267 | $770.0 萬 | 1.95% | −168−0.4% | 減碼 |
| Nelson Capital Management, LLC | 45,252 | $769.7 萬 | 1.72% | −2,051−4.3% | 減碼 |
| NEOS Investment Management LLC | 45,177 | $768.5 萬 | 0.73% | +11,919+35.8% | 加碼 |
| Premier Fund Managers Ltd | 45,109 | $768.2 萬 | 0.33% | −968−2.1% | 減碼 |
| American Trust | 45,157 | $768.1 萬 | 0.57% | +284+0.6% | 加碼 |
| Merit Financial Group, LLC | 45,094 | $767.0 萬 | 0.23% | −15,211−25.2% | 減碼 |
| Northwest Bancshares, Inc. | 44,964 | $764.8 萬 | 1.39% | −809−1.8% | 減碼 |
| Shepherd Financial Partners LLC | 44,919 | $764.1 萬 | 1.09% | +92+0.2% | 加碼 |
| Hilltop Holdings Inc. | 44,852 | $762.9 萬 | 0.86% | +826+1.9% | 加碼 |
| Duncker Streett & Co Inc | 44,818 | $762.3 萬 | 1.61% | −120.0% | 減碼 |
| Arrow Financial Corp | 44,756 | $761.3 萬 | 0.79% | −1,172−2.6% | 減碼 |
| Parthenon LLC | 44,746 | $761.1 萬 | 1.05% | +227+0.5% | 加碼 |
| Peterson Wealth Services | 44,721 | $760.7 萬 | 3.26% | −390−0.9% | 減碼 |
| Laffer Tengler Investments | 44,698 | $760.3 萬 | 2.02% | +2,416+5.7% | 加碼 |
| Canal Capital Management, LLC | 44,687 | $760.1 萬 | 1.41% | +1,888+4.4% | 加碼 |
| Soltis Investment Advisors LLC | 44,681 | $760.0 萬 | 0.86% | −14,122−24.0% | 減碼 |
| Flagship Harbor Advisors, LLC | 44,558 | $757.9 萬 | 0.55% | +1,936+4.5% | 加碼 |
| SageView Advisory Group, LLC | 42,994 | $757.9 萬 | 0.33% | +10,084+30.6% | 加碼 |
| AlTi Global, Inc. | 44,404 | $755.3 萬 | 0.23% | +44,404 | 新進 |
| Baader Bank INC | 44,406 | $755.2 萬 | 0.64% | −2,613−5.6% | 減碼 |
| Strategic Advisors LLC | 44,359 | $754.6 萬 | 1.43% | +445+1.0% | 加碼 |
| Beacon Financial Group | 44,311 | $753.7 萬 | 0.92% | +1,276+3.0% | 加碼 |
| RPG Investment Advisory, LLC | 44,299 | $753.5 萬 | 1.23% | +617+1.4% | 加碼 |
| Summit Financial, LLC | 44,285 | $753.3 萬 | 0.49% | +984+2.3% | 加碼 |
| Oxford Financial Group Ltd | 44,276 | $753.1 萬 | 0.56% | −630−1.4% | 減碼 |
| Asset Planning Services Inc | 44,142 | $750.9 萬 | 4.57% | −610−1.4% | 減碼 |
| Boyd Watterson Asset Management LLC | 44,055 | $749.4 萬 | 2.96% | −120−0.3% | 減碼 |
| Brown Miller Wealth Management, LLC | 43,925 | $747.2 萬 | 3.73% | −149−0.3% | 減碼 |
| SlateStone Wealth, LLC | 43,847 | $745.8 萬 | 0.97% | +2,986+7.3% | 加碼 |
| Gibraltar Capital Management, Inc. | 43,820 | $745.4 萬 | 3.18% | −8,016−15.5% | 減碼 |
| DCM Advisors, LLC | 43,700 | $743.3 萬 | 2.66% | +2,912+7.1% | 加碼 |
| Granite Investment Partners, LLC | 43,630 | $742.1 萬 | 0.29% | 00.0% | 不變 |
| Graypoint LLC | 43,575 | $741.2 萬 | 0.60% | −4,743−9.8% | 減碼 |
| Stablepoint Partners, LLC | 43,440 | $738.9 萬 | 1.89% | +43,440 | 新進 |
| QV Investors Inc. | 43,440 | $738.9 萬 | 0.67% | −1,210−2.7% | 減碼 |
| Intrust Bank NA | 43,410 | $738.4 萬 | 0.86% | +225+0.5% | 加碼 |
| City Holding Co | 43,402 | $738.3 萬 | 1.19% | +1,316+3.1% | 加碼 |
| Douglass Winthrop Advisors, LLC | 43,340 | $737.2 萬 | 0.16% | +3,231+8.1% | 加碼 |
| NBC Securities, Inc. | 43,315 | $736.8 萬 | 0.74% | +2,300+5.6% | 加碼 |
| Global Wealth Management Investment Advisory, Inc. | 43,299 | $736.5 萬 | 1.89% | −369−0.8% | 減碼 |
| Harvey Capital Management Inc | 43,242 | $735.5 萬 | 2.44% | −150−0.3% | 減碼 |
| Coerente Capital Management | 43,234 | $735.4 萬 | 1.50% | +1,982+4.8% | 加碼 |
| Colonial Trust Co | 43,164 | $734.2 萬 | 1.53% | +4,674+12.1% | 加碼 |
| DT Investment Partners, LLC | 41,557 | $732.5 萬 | 0.79% | +513+1.2% | 加碼 |
| IFP Advisors, Inc | 42,977 | $731.0 萬 | 0.35% | −5,619−11.6% | 減碼 |
| Joel Isaacson & Co., LLC | 42,971 | $730.9 萬 | 0.45% | +332+0.8% | 加碼 |
| Concentric Wealth Management, LLC | 42,923 | $730.1 萬 | 2.12% | +399+0.9% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 42,785 | $727.8 萬 | 0.03% | +5,128+13.6% | 加碼 |
| McKinley Capital Management LLC /Delaware | 42,520 | $723.3 萬 | 0.93% | 00.0% | 不變 |
| Banque Pictet & Cie SA | 42,408 | $721.4 萬 | 0.08% | +2,677+6.7% | 加碼 |
| Schonfeld Strategic Advisors LLC | 42,271 | $719.0 萬 | 0.06% | +6,672+18.7% | 加碼 |
| Waldron Private Wealth LLC | 42,229 | $718.3 萬 | 0.34% | +207+0.5% | 加碼 |
| McDonald Partners LLC | 42,210 | $718.0 萬 | 2.13% | −657−1.5% | 減碼 |
| Sage Mountain Advisors LLC | 42,188 | $717.6 萬 | 0.83% | −211−0.5% | 減碼 |
| Alpha Omega Wealth Management LLC | 42,173 | $717.4 萬 | 1.19% | −530−1.2% | 減碼 |
| John G Ullman & Associates Inc | 42,018 | $714.7 萬 | 1.13% | +164+0.4% | 加碼 |
| Institutional & Family Asset Management, LLC | 41,966 | $713.8 萬 | 1.18% | −2,961−6.6% | 減碼 |
| WCG Wealth Advisors LLC | 41,913 | $712.9 萬 | 0.52% | −3,753−8.2% | 減碼 |
| Guyasuta Investment Advisors Inc | 41,829 | $711.5 萬 | 0.51% | +375+0.9% | 加碼 |
| Kingswood Wealth Advisors, LLC | 41,817 | $711.3 萬 | 0.81% | +29,812+248.3% | 加碼 |
| Berkshire Bank | 41,807 | $711.1 萬 | 1.88% | −59−0.1% | 減碼 |
| Fusion Capital, LLC | 41,744 | $710.1 萬 | 3.64% | +653+1.6% | 加碼 |
| Traynor Capital Management, Inc. | 41,613 | $707.8 萬 | 0.82% | +100+0.2% | 加碼 |
| GQG Partners LLC | 41,589 | $707.4 萬 | 0.01% | +8,313+25.0% | 加碼 |
| First National Advisers, LLC | 41,586 | $707.4 萬 | 2.04% | +10,774+35.0% | 加碼 |
| K.J. Harrison & Partners Inc | 41,583 | $707.3 萬 | 1.20% | −170.0% | 減碼 |
| First Nebraska Trust Co | 41,575 | $707.2 萬 | 0.82% | −240−0.6% | 減碼 |
| Unison Asset Management LLC | 41,515 | $706.2 萬 | 4.15% | 00.0% | 不變 |
| Mandatum Life Insurance Co Ltd | 41,502 | $705.9 萬 | 2.62% | 00.0% | 不變 |
| Townsend Asset Management Corp | 41,489 | $705.7 萬 | 3.23% | +1,170+2.9% | 加碼 |
| Parcion Private Wealth LLC | 41,428 | $704.7 萬 | 0.64% | +516+1.3% | 加碼 |
| Pitcairn Co | 41,304 | $702.6 萬 | 0.52% | +6,059+17.2% | 加碼 |
| Legacy Financial Advisors, Inc. | 41,177 | $700.4 萬 | 1.35% | +807+2.0% | 加碼 |
| Selway Asset Management | 41,117 | $699.4 萬 | 2.94% | +250+0.6% | 加碼 |
| RBF Capital, LLC | 41,000 | $697.4 萬 | 0.44% | 00.0% | 不變 |
| Ardent Capital Management, Inc. | 40,981 | $697.1 萬 | 3.65% | −64−0.2% | 減碼 |
| Providence Capital Advisors, LLC | 40,858 | $695.0 萬 | 1.67% | −656−1.6% | 減碼 |
| Semmax Financial Advisors Inc. | 39,865 | $694.7 萬 | 2.53% | −5,119−11.4% | 減碼 |
| Chronos Wealth Management, LLC | 40,839 | $694.7 萬 | 4.42% | +616+1.5% | 加碼 |
| Claro Advisors LLC | 40,765 | $693.4 萬 | 1.50% | +306+0.8% | 加碼 |
| Beverly Hills Private Wealth, LLC | 40,755 | $693.2 萬 | 1.81% | +1,363+3.5% | 加碼 |
| Brighton Jones LLC | 40,649 | $691.4 萬 | 0.29% | +5,430+15.4% | 加碼 |
| Leith Wheeler Investment Counsel Ltd. | 54,971 | $691.4 萬 | 0.76% | +27,277+98.5% | 加碼 |
| Souders Financial Advisors | 40,622 | $691.0 萬 | 1.18% | −466−1.1% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 40,609 | $690.8 萬 | 0.81% | +921+2.3% | 加碼 |
| Bristlecone Advisors, LLC | 40,543 | $689.6 萬 | 0.70% | −447−1.1% | 減碼 |
| Bradley & Co. Private Wealth Management, LLC | 40,219 | $684.1 萬 | 6.33% | −314−0.8% | 減碼 |
| Lake Street Financial LLC | 40,206 | $683.9 萬 | 1.08% | −2,924−6.8% | 減碼 |
| Cutler Group LP | 40,158 | $683.0 萬 | 0.95% | +27,142+208.5% | 加碼 |
| Hilton Capital Management, LLC | 40,117 | $682.4 萬 | 0.73% | −25−0.1% | 減碼 |
| Q Capital Solutions | 40,081 | $681.8 萬 | 5.61% | −6,983−14.8% | 減碼 |
| Confluence Wealth Services, Inc. | 40,030 | $680.9 萬 | 0.75% | −1,493−3.6% | 減碼 |
| Citizens National Bank Trust Department | 40,016 | $680.7 萬 | 1.73% | −375−0.9% | 減碼 |
| Capital Asset Advisory Services LLC | 39,818 | $677.3 萬 | 0.42% | +900+2.3% | 加碼 |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 39,747 | $676.1 萬 | 1.54% | +38,758+3,918.9% | 加碼 |