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 |
|---|---|---|---|---|---|
| Trust Asset Management LLC | 34,191 | $581.6 萬 | 0.56% | 00.0% | 不變 |
| Citizens Business Bank | 34,166 | $581.2 萬 | 1.28% | −1,550−4.3% | 減碼 |
| Teza Capital Management LLC | 34,024 | $578.7 萬 | 0.97% | +29,164+600.1% | 加碼 |
| Independent Financial Group, LLC | 34,017 | $578.6 萬 | 0.31% | +820+2.5% | 加碼 |
| Family Legacy, Inc. | 33,958 | $577.6 萬 | 2.21% | +70.0% | 加碼 |
| Bill Few Associates, Inc. | 33,909 | $576.8 萬 | 2.63% | +311+0.9% | 加碼 |
| Paradigm Financial Partners, LLC | 33,828 | $575.4 萬 | 1.40% | +999+3.0% | 加碼 |
| Hallmark Capital Management Inc | 33,813 | $575.2 萬 | 0.45% | −1,070−3.1% | 減碼 |
| WealthShield Partners, LLC | 33,794 | $574.8 萬 | 0.95% | +379+1.1% | 加碼 |
| Turtle Creek Wealth Advisors, LLC | 33,780 | $574.6 萬 | 1.69% | +33,780 | 新進 |
| Sigma Planning Corp | 33,779 | $574.6 萬 | 0.45% | −45,339−57.3% | 減碼 |
| Bell & Brown Wealth Advisors, LLC | 33,706 | $573.4 萬 | 2.66% | +33,706 | 新進 |
| Atlantic Trust, LLC | 33,674 | $572.8 萬 | 1.57% | +6,073+22.0% | 加碼 |
| Napa Wealth Management | 33,641 | $572.2 萬 | 3.11% | +33,641 | 新進 |
| Patten Group, Inc. | 33,424 | $568.5 萬 | 1.54% | −335−1.0% | 減碼 |
| Globeflex Capital L P | 33,400 | $568.1 萬 | 0.58% | 00.0% | 不變 |
| Mitchell McLeod Pugh & Williams Inc | 33,362 | $567.5 萬 | 1.50% | +104+0.3% | 加碼 |
| Palmer Knight Co | 33,329 | $566.9 萬 | 3.42% | −48−0.1% | 減碼 |
| Paradigm Asset Management Co LLC | 33,291 | $566.3 萬 | 1.50% | −900−2.6% | 減碼 |
| NTV Asset Management LLC | 33,275 | $566.0 萬 | 0.95% | −2,041−5.8% | 減碼 |
| Moody National Bank Trust Division | 33,211 | $564.9 萬 | 0.44% | −29,902−47.4% | 減碼 |
| WealthPLAN Partners, LLC | 33,192 | $564.6 萬 | 0.58% | +1,331+4.2% | 加碼 |
| Creegan & Nassoura Financial Group, LLC | 33,119 | $563.4 萬 | 4.09% | 00.0% | 不變 |
| Golden State Equity Partners | 33,090 | $562.9 萬 | 1.37% | +492+1.5% | 加碼 |
| Kentucky Farm Bureau Mutual Insurance Co | 33,000 | $561.3 萬 | 1.45% | 00.0% | 不變 |
| Ameritas Advisory Services, LLC | 32,385 | $560.0 萬 | 0.31% | −12,525−27.9% | 減碼 |
| Ahl Investment Management, Inc. | 32,850 | $558.8 萬 | 4.58% | 00.0% | 不變 |
| M Holdings Securities, Inc. | 32,807 | $558.0 萬 | 0.63% | +4,303+15.1% | 加碼 |
| apricus wealth, LLC | 32,772 | $557.4 萬 | 4.25% | +749+2.3% | 加碼 |
| Clarity Wealth Advisors, LLC | 32,748 | $557.1 萬 | 2.11% | +2,490+8.2% | 加碼 |
| Manhattan West Asset Management, LLC | 32,705 | $556.3 萬 | 1.56% | +3,430+11.7% | 加碼 |
| Greenline Partners, LLC | 32,606 | $554.6 萬 | 0.94% | +30+0.1% | 加碼 |
| Nikulski Financial, Inc. | 32,468 | $552.3 萬 | 2.02% | +279+0.9% | 加碼 |
| SeaCrest Wealth Management, LLC | 32,002 | $551.3 萬 | 0.68% | −30.0% | 減碼 |
| Regal Investment Advisors LLC | 32,381 | $550.8 萬 | 0.42% | +8,677+36.6% | 加碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 32,350 | $550.3 萬 | 2.56% | +1,420+4.6% | 加碼 |
| Wealth Effects LLC | 32,350 | $550.3 萬 | 2.07% | +2,478+8.3% | 加碼 |
| Everpar Advisors LLC | 32,302 | $549.5 萬 | 2.56% | +32,302 | 新進 |
| Chapin Davis, Inc. | 32,298 | $549.4 萬 | 2.31% | +53+0.2% | 加碼 |
| Belpointe Asset Management LLC | 32,291 | $549.3 萬 | 0.48% | +709+2.2% | 加碼 |
| Duff & Phelps Investment Management Co | 32,222 | $548.1 萬 | 0.07% | +100+0.3% | 加碼 |
| Field & Main Bank | 32,211 | $547.9 萬 | 2.32% | −80.0% | 減碼 |
| Ethic Inc. | 32,192 | $547.6 萬 | 0.16% | +5,208+19.3% | 加碼 |
| Csenge Advisory Group | 32,164 | $547.1 萬 | 0.34% | +2,066+6.9% | 加碼 |
| Washington Trust Advisors, Inc. | 32,144 | $546.8 萬 | 0.52% | −263−0.8% | 減碼 |
| Cary Street Partners Asset Management LLC | 32,082 | $545.7 萬 | 0.94% | −1,404−4.2% | 減碼 |
| Arden Trust Co | 32,033 | $544.9 萬 | 0.80% | −752−2.3% | 減碼 |
| Redwood Investments, LLC | 32,030 | $544.8 萬 | 1.42% | +2,622+8.9% | 加碼 |
| Legacy CG, LLC | 31,994 | $544.2 萬 | 2.07% | +5,542+21.0% | 加碼 |
| IFG Advisory, LLC | 31,989 | $544.1 萬 | 0.40% | −608−1.9% | 減碼 |
| Green Square Capital Advisors LLC | 31,807 | $541.0 萬 | 0.73% | −2,974−8.6% | 減碼 |
| LVW Advisors, LLC | 31,800 | $540.9 萬 | 1.01% | −3,622−10.2% | 減碼 |
| Brooks, Moore & Associates, Inc. | 31,790 | $540.7 萬 | 3.72% | −497−1.5% | 減碼 |
| Beacon Harbor Wealth Advisors, Inc. | 31,774 | $540.5 萬 | 1.57% | +880+2.8% | 加碼 |
| Pegasus Asset Management, Inc. | 31,769 | $540.4 萬 | 2.32% | +346+1.1% | 加碼 |
| Financial Advisory Service, Inc. | 31,709 | $539.4 萬 | 0.51% | +3,724+13.3% | 加碼 |
| Lincoln Capital LLC | 31,688 | $539.0 萬 | 1.31% | −228−0.7% | 減碼 |
| L2 Asset Management, LLC | 31,602 | $537.5 萬 | 2.21% | +30,420+2,573.6% | 加碼 |
| Bank of New Hampshire | 31,592 | $537.4 萬 | 1.52% | −707−2.2% | 減碼 |
| Summit Trail Advisors, LLC | 31,539 | $536.5 萬 | 0.18% | −7,575−19.4% | 減碼 |
| Abbot Financial Management, Inc. | 31,426 | $534.5 萬 | 3.22% | −193−0.6% | 減碼 |
| Weil Company, Inc. | 31,381 | $533.8 萬 | 2.34% | −6,238−16.6% | 減碼 |
| Eudaimonia Partners, LLC | 31,373 | $533.7 萬 | 1.40% | −4,300−12.1% | 減碼 |
| Little House Capital LLC | 31,371 | $533.6 萬 | 1.95% | +67+0.2% | 加碼 |
| E&G Advisors, LP | 31,348 | $532.9 萬 | 1.89% | −1,049−3.2% | 減碼 |
| Hamilton Point Investment Advisors, LLC | 31,289 | $532.2 萬 | 1.08% | +336+1.1% | 加碼 |
| Silvant Capital Management LLC | 31,284 | $532.1 萬 | 0.29% | −56−0.2% | 減碼 |
| Argent Advisors, Inc. | 31,256 | $531.7 萬 | 2.33% | −726−2.3% | 減碼 |
| MidWestOne Financial Group, Inc. | 31,207 | $530.8 萬 | 1.01% | −2,638−7.8% | 減碼 |
| Ironvine Capital Partners, LLC | 31,164 | $530.1 萬 | 0.64% | +10.0% | 加碼 |
| Centaurus Financial, Inc. | 31,112 | $529.2 萬 | 0.40% | −818−2.6% | 減碼 |
| Churchill Management Corp | 31,015 | $527.6 萬 | 0.08% | +393+1.3% | 加碼 |
| Sandhill Capital Partners LLC | 30,972 | $526.8 萬 | 0.44% | −3,332−9.7% | 減碼 |
| R.m.sincerbeaux Capital Management LLC | 30,970 | $526.8 萬 | 3.73% | −1,000−3.1% | 減碼 |
| BFSG, LLC | 30,940 | $526.3 萬 | 0.77% | −94−0.3% | 減碼 |
| Bedel Financial Consulting, Inc. | 30,882 | $525.3 萬 | 0.96% | −1,206−3.8% | 減碼 |
| Cigna Investments Inc | 30,861 | $525.0 萬 | 1.09% | −128−0.4% | 減碼 |
| Wedmont Private Capital | 30,440 | $523.6 萬 | 0.43% | +4,050+15.3% | 加碼 |
| Butensky & Cohen Financial Security, Inc | 30,724 | $522.6 萬 | 1.74% | +183+0.6% | 加碼 |
| Hengehold Capital Management LLC | 30,638 | $521.2 萬 | 0.62% | −218−0.7% | 減碼 |
| MTM Investment Management, LLC | 30,581 | $520.2 萬 | 2.38% | −267−0.9% | 減碼 |
| MSH Capital Advisors LLC | 30,565 | $519.9 萬 | 1.94% | −2,948−8.8% | 減碼 |
| Americana Partners, LLC | 29,510 | $519.7 萬 | 0.50% | −1,098−3.6% | 減碼 |
| RDA Financial Network | 30,505 | $518.9 萬 | 1.97% | +400+1.3% | 加碼 |
| Zevenbergen Capital Investments LLC | 30,388 | $516.9 萬 | 0.12% | +1,590+5.5% | 加碼 |
| Stonebrook Private Inc. | 30,375 | $516.7 萬 | 1.73% | +30,375 | 新進 |
| Fidelis Capital Partners, LLC | 30,326 | $515.8 萬 | 1.14% | +7,008+30.1% | 加碼 |
| Enterprise Bank & Trust Co | 30,277 | $515.0 萬 | 1.83% | +2,406+8.6% | 加碼 |
| Synergy Financial Management, LLC | 30,238 | $514.4 萬 | 0.92% | −765−2.5% | 減碼 |
| West Branch Capital LLC | 30,183 | $513.4 萬 | 2.41% | +936+3.2% | 加碼 |
| 9258 Wealth Management, LLC | 30,157 | $513.0 萬 | 0.90% | −28−0.1% | 減碼 |
| Clarius Group, LLC | 30,148 | $512.8 萬 | 0.43% | −1,499−4.7% | 減碼 |
| Valmark Advisers, Inc. | 30,114 | $512.2 萬 | 0.10% | +2,063+7.4% | 加碼 |
| Lake Street Advisors Group, LLC | 30,094 | $511.9 萬 | 0.26% | +765+2.6% | 加碼 |
| Univest Financial Corp | 30,093 | $511.9 萬 | 1.51% | −362−1.2% | 減碼 |
| EPG Wealth Management LLC | 29,366 | $511.7 萬 | 1.35% | −1,926−6.2% | 減碼 |
| Chicago Trust Co NA | 30,041 | $511.0 萬 | 1.14% | −5,429−15.3% | 減碼 |
| Fairhaven Wealth Management, LLC | 30,010 | $510.5 萬 | 1.87% | −383−1.3% | 減碼 |
| Allen Holding Inc | 30,000 | $510.3 萬 | 0.71% | 00.0% | 不變 |
| Bleichroeder LP | 30,000 | $510.3 萬 | 1.13% | 00.0% | 不變 |