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 |
|---|---|---|---|---|---|
| CX Institutional | 39,509 | $672.1 萬 | 0.36% | +254+0.6% | 加碼 |
| Howland Capital Management LLC | 39,448 | $671.0 萬 | 0.35% | −1,354−3.3% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 39,404 | $670.3 萬 | 0.41% | −199−0.5% | 減碼 |
| Van Strum & Towne Inc. | 39,399 | $670.2 萬 | 2.63% | −166−0.4% | 減碼 |
| Wealthcare Advisory Partners LLC | 39,388 | $670.0 萬 | 0.27% | −3,403−8.0% | 減碼 |
| Atomi Financial Group, Inc. | 39,328 | $669.0 萬 | 0.93% | +9,683+32.7% | 加碼 |
| Westover Capital Advisors, LLC | 39,224 | $667.2 萬 | 2.17% | +2,720+7.5% | 加碼 |
| Cornercap Investment Counsel Inc | 39,154 | $666.0 萬 | 1.09% | +448+1.2% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 39,088 | $664.9 萬 | 0.42% | +2,877+7.9% | 加碼 |
| Lorne Steinberg Wealth Management Inc. | 38,949 | $662.5 萬 | 2.23% | −270−0.7% | 減碼 |
| J.W. Cole Advisors, Inc. | 38,898 | $661.7 萬 | 0.39% | +3,917+11.2% | 加碼 |
| Jaffetilchin Investment Partners, LLC | 38,843 | $660.7 萬 | 0.64% | +541+1.4% | 加碼 |
| Claar Advisors LLC | 38,800 | $660.0 萬 | 2.34% | 00.0% | 不變 |
| tru Independence LLC | 38,785 | $659.7 萬 | 2.00% | −532−1.4% | 減碼 |
| Advocate Group LLC | 38,710 | $658.5 萬 | 1.41% | +4,360+12.7% | 加碼 |
| Concorde Financial Corp | 38,705 | $658.4 萬 | 4.51% | +32,705+545.1% | 加碼 |
| Insigneo Advisory Services, LLC | 38,670 | $657.8 萬 | 0.93% | +3,865+11.1% | 加碼 |
| Udine Wealth Management, Inc. | 38,636 | $657.2 萬 | 5.23% | −888−2.2% | 減碼 |
| Mechanics Bank Trust Department | 38,634 | $657.2 萬 | 1.03% | +1,764+4.8% | 加碼 |
| Hohimer Wealth Management, LLC | 38,502 | $654.9 萬 | 1.66% | −891−2.3% | 減碼 |
| Essex LLC | 38,456 | $654.1 萬 | 1.63% | +1,499+4.1% | 加碼 |
| Peloton Wealth Strategists | 38,308 | $651.6 萬 | 2.82% | −1,710−4.3% | 減碼 |
| Advanced Asset Management Advisors Inc | 38,302 | $651.5 萬 | 1.55% | +20.0% | 加碼 |
| Checchi Capital Advisers, LLC | 38,231 | $650.3 萬 | 0.53% | +143+0.4% | 加碼 |
| DLK Investment Management, LLC | 38,227 | $650.2 萬 | 2.96% | +38,227 | 新進 |
| PDS Planning, Inc | 38,162 | $649.1 萬 | 0.74% | +840+2.3% | 加碼 |
| Boston Research & Management Inc | 38,081 | $647.7 萬 | 1.72% | +636+1.7% | 加碼 |
| Empire Financial Management Company, LLC | 37,975 | $646.0 萬 | 2.53% | +315+0.8% | 加碼 |
| Ami Investment Management Inc | 37,915 | $644.9 萬 | 2.62% | −284−0.7% | 減碼 |
| Bogart Wealth, LLC | 37,852 | $643.9 萬 | 0.36% | −719−1.9% | 減碼 |
| Allen Capital Group, LLC | 37,807 | $643.1 萬 | 1.06% | +615+1.7% | 加碼 |
| White Pine Investment CO | 37,726 | $641.7 萬 | 2.07% | −1,477−3.8% | 減碼 |
| Somerset Trust Co | 37,688 | $641.1 萬 | 2.81% | −1,183−3.0% | 減碼 |
| YHB Investment Advisors, Inc. | 37,634 | $640.2 萬 | 0.62% | +508+1.4% | 加碼 |
| SPC Financial, Inc. | 37,628 | $640.1 萬 | 0.65% | +2,045+5.7% | 加碼 |
| Bridgewater Advisors Inc. | 37,625 | $640.0 萬 | 0.97% | +1,091+3.0% | 加碼 |
| PFG Advisors | 37,537 | $638.5 萬 | 0.52% | +1,759+4.9% | 加碼 |
| Sitrin Capital Management LLC | 37,394 | $636.1 萬 | 3.71% | −558−1.5% | 減碼 |
| TRUE Private Wealth Advisors | 37,316 | $634.7 萬 | 0.80% | −973−2.5% | 減碼 |
| Kovack Advisors, Inc. | 37,311 | $634.7 萬 | 0.75% | +3,480+10.3% | 加碼 |
| Parkwood LLC | 37,276 | $634.1 萬 | 1.02% | −854−2.2% | 減碼 |
| First Personal Financial Services | 37,256 | $633.7 萬 | 1.54% | +505+1.4% | 加碼 |
| Harbor Advisory Corp | 37,242 | $633.5 萬 | 2.27% | −1,262−3.3% | 減碼 |
| Chemistry Wealth Management LLC | 37,174 | $632.3 萬 | 1.91% | −150−0.4% | 減碼 |
| MSA Advisors, LLC | 37,150 | $631.9 萬 | 2.20% | +37,150 | 新進 |
| Hollencrest Capital Management | 37,111 | $631.3 萬 | 0.60% | +596+1.6% | 加碼 |
| CAPROCK Group, Inc. | 37,075 | $630.7 萬 | 0.40% | +4,770+14.8% | 加碼 |
| Werlinich Asset Management, LLC | 37,197 | $630.1 萬 | 4.77% | −635−1.7% | 減碼 |
| Exchange Capital Management, Inc. | 36,963 | $628.7 萬 | 1.13% | −472−1.3% | 減碼 |
| Myriad Asset Management US LP | 36,880 | $627.3 萬 | 3.47% | +36,880 | 新進 |
| Founders Capital Management | 36,868 | $627.1 萬 | 4.56% | −125−0.3% | 減碼 |
| Arjuna Capital | 36,849 | $626.8 萬 | 1.96% | −8,866−19.4% | 減碼 |
| Security National Bank | 36,823 | $626.4 萬 | 1.41% | +2,017+5.8% | 加碼 |
| Systematic Alpha Investments, LLC | 36,804 | $626.0 萬 | 0.28% | 00.0% | 不變 |
| Giverny Capital Inc.大師吉維尼資本 | 36,773 | $625.5 萬 | 0.29% | +167+0.5% | 加碼 |
| Pathway Financial Advisers, LLC | 36,616 | $622.8 萬 | 2.37% | +160+0.4% | 加碼 |
| Bowen Hanes & Co Inc | 36,535 | $621.5 萬 | 0.19% | −1,300−3.4% | 減碼 |
| Legacy Trust | 36,504 | $620.9 萬 | 1.62% | +201+0.6% | 加碼 |
| New Hampshire Trust | 36,490 | $620.7 萬 | 1.49% | −794−2.1% | 減碼 |
| Capital Insight Partners, LLC | 36,368 | $618.6 萬 | 1.27% | +531+1.5% | 加碼 |
| Philadelphia Trust Co | 36,354 | $618.4 萬 | 0.58% | −1,798−4.7% | 減碼 |
| Baugh & Associates, LLC | 36,322 | $617.8 萬 | 3.55% | −420−1.1% | 減碼 |
| Schmidt P J Investment Management Inc | 35,749 | $615.9 萬 | 1.22% | −833−2.3% | 減碼 |
| Brick & Kyle, Associates | 36,183 | $615.4 萬 | 3.06% | −235−0.6% | 減碼 |
| Lindbrook Capital, LLC | 36,074 | $613.6 萬 | 0.61% | +1,761+5.1% | 加碼 |
| Excalibur Management Corp | 36,014 | $612.6 萬 | 2.88% | −878−2.4% | 減碼 |
| Forte Capital LLC | 35,982 | $612.1 萬 | 0.84% | +1,234+3.6% | 加碼 |
| Independence Bank of Kentucky | 35,963 | $611.7 萬 | 2.15% | +6,452+21.9% | 加碼 |
| TFG Advisers LLC | 35,950 | $611.5 萬 | 2.57% | +711+2.0% | 加碼 |
| Blue Fin Capital, Inc. | 35,727 | $607.7 萬 | 1.56% | −864−2.4% | 減碼 |
| Ameritas Investment Partners, Inc. | 35,684 | $607.0 萬 | 0.22% | −1,494−4.0% | 減碼 |
| Davis-Rea Ltd. | 35,682 | $607.0 萬 | 3.11% | −3,886−9.8% | 減碼 |
| Stone Point Wealth LLC | 35,640 | $606.2 萬 | 2.32% | −1,709−4.6% | 減碼 |
| Cordatus Wealth Management LLC | 35,610 | $605.7 萬 | 5.01% | −554−1.5% | 減碼 |
| Principal Street Partners, LLC | 35,486 | $603.6 萬 | 1.46% | −4,098−10.4% | 減碼 |
| Horan Capital Advisors, LLC. | 35,484 | $603.6 萬 | 2.21% | −840−2.3% | 減碼 |
| Itau Unibanco Holding S.A. | 35,419 | $602.5 萬 | 0.20% | +34,354+3,225.7% | 加碼 |
| Qtron Investments LLC | 35,408 | $602.3 萬 | 0.99% | +2,574+7.8% | 加碼 |
| MN Wealth Advisors, LLC | 35,353 | $601.4 萬 | 4.14% | +35,353 | 新進 |
| Argyle Capital Management Inc. | 35,327 | $600.9 萬 | 2.49% | −7,500−17.5% | 減碼 |
| Gifford Fong Associates | 35,296 | $600.4 萬 | 1.28% | 00.0% | 不變 |
| International Assets Investment Management, LLC | 323,532 | $598.4 萬 | 0.76% | +323,532 | 新進 |
| Paradiem, LLC | 35,174 | $598.3 萬 | 1.67% | −22,092−38.6% | 減碼 |
| Augustine Asset Management Inc | 35,144 | $597.8 萬 | 2.65% | −144−0.4% | 減碼 |
| Marcum Wealth, LLC | 35,143 | $597.8 萬 | 0.64% | −49−0.1% | 減碼 |
| Quantitative Investment Management, LLC | 35,090 | $596.8 萬 | 0.34% | −46,427−57.0% | 減碼 |
| Cottage Street Advisors LLC | 35,111 | $596.4 萬 | 4.03% | +10.0% | 加碼 |
| Burney Co | 35,061 | $596.4 萬 | 0.25% | −14,263−28.9% | 減碼 |
| McBroom & Associates, LLC | 34,998 | $595.3 萬 | 4.34% | −462−1.3% | 減碼 |
| Sentinel Trust Co Lba | 34,974 | $594.9 萬 | 0.78% | 00.0% | 不變 |
| Herold Advisors, Inc. | 34,969 | $594.9 萬 | 1.65% | −327−0.9% | 減碼 |
| Monticello Wealth Management, LLC | 34,936 | $594.3 萬 | 0.55% | −518−1.5% | 減碼 |
| Charles Carroll Financial Partners, LLC | 34,905 | $593.7 萬 | 6.39% | +2,000+6.1% | 加碼 |
| Anchor Investment Management, LLC | 34,875 | $593.2 萬 | 0.68% | +4,871+16.2% | 加碼 |
| Bernzott Capital Advisors | 34,623 | $588.9 萬 | 2.30% | −11,074−24.2% | 減碼 |
| Arete Wealth Advisors, LLC | 34,862 | $585.3 萬 | 0.45% | +34,862 | 新進 |
| Mission Wealth Management, LP | 34,379 | $584.8 萬 | 0.19% | +2,423+7.6% | 加碼 |
| Johnson Financial Group, Inc. | 34,286 | $583.2 萬 | 0.32% | −584−1.7% | 減碼 |
| Fifth Third Wealth Advisors LLC | 34,284 | $583.2 萬 | 1.89% | +1,887+5.8% | 加碼 |
| Strategic Blueprint, LLC | 34,252 | $582.6 萬 | 0.48% | +24+0.1% | 加碼 |