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 |
|---|---|---|---|---|---|
| MYDA Advisors LLC | 30,000 | $510.3 萬 | 2.25% | +30,000 | 新進 |
| Berry Wealth Group, LP | 29,930 | $509.1 萬 | 4.68% | +29,930 | 新進 |
| Rockline Wealth Management, LLC | 29,874 | $508.2 萬 | 2.11% | +29,874 | 新進 |
| Buckhead Capital Management LLC | 29,846 | $507.7 萬 | 1.88% | +1,477+5.2% | 加碼 |
| Romano Brothers and Company | 29,815 | $507.2 萬 | 0.76% | −1,990−6.3% | 減碼 |
| First Business Financial Services, Inc. | 29,810 | $507.1 萬 | 0.59% | +437+1.5% | 加碼 |
| Edgestream Partners, L.P. | 29,788 | $506.7 萬 | 0.36% | +20,264+212.8% | 加碼 |
| Amarillo National Bank | 29,786 | $506.7 萬 | 0.97% | +272+0.9% | 加碼 |
| Exencial Wealth Advisors, LLC | 29,767 | $506.3 萬 | 0.21% | +978+3.4% | 加碼 |
| Supplemental Annuity Collective Trust of NJ | 29,700 | $505.2 萬 | 1.75% | 00.0% | 不變 |
| MV Capital Management, Inc. | 29,651 | $504.4 萬 | 0.64% | +241+0.8% | 加碼 |
| Lauterbach Financial Advisors, LLC | 29,535 | $502.4 萬 | 3.50% | +210+0.7% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 29,533 | $502.4 萬 | 0.67% | +7,237+32.5% | 加碼 |
| Cidel Asset Management Inc | 29,452 | $501.0 萬 | 0.21% | +24,209+461.7% | 加碼 |
| Aspiriant, LLC | 29,408 | $500.3 萬 | 0.23% | +789+2.8% | 加碼 |
| Triangle Securities Wealth Management | 29,339 | $499.1 萬 | 1.55% | +81+0.3% | 加碼 |
| Trust Point Inc. | 29,321 | $498.8 萬 | 0.41% | +29,321 | 新進 |
| RFG Advisory, LLC | 29,316 | $498.7 萬 | 0.19% | −148−0.5% | 減碼 |
| Covenant Asset Management, LLC | 29,236 | $497.3 萬 | 1.38% | −818−2.7% | 減碼 |
| Evergreen Private Wealth LLC | 29,221 | $497.0 萬 | 2.68% | +29,221 | 新進 |
| Platform Technology Partners | 28,249 | $496.6 萬 | 1.93% | +953+3.5% | 加碼 |
| Headinvest, LLC | 29,122 | $495.4 萬 | 1.03% | −1,017−3.4% | 減碼 |
| Smithfield Trust Co | 29,139 | $495.2 萬 | 0.28% | +324+1.1% | 加碼 |
| Connable Office Inc | 29,109 | $495.1 萬 | 0.60% | −894−3.0% | 減碼 |
| Vise Technologies, Inc. | 29,092 | $494.9 萬 | 1.07% | +2,419+9.1% | 加碼 |
| Peddock Capital Advisors, LLC | 29,082 | $494.7 萬 | 1.51% | −134−0.5% | 減碼 |
| Brookmont Capital Management | 29,058 | $494.3 萬 | 2.77% | −159−0.5% | 減碼 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 29,078 | $494.2 萬 | 0.34% | 00.0% | 不變 |
| Centre Asset Management, LLC | 29,006 | $493.4 萬 | 1.19% | −3,700−11.3% | 減碼 |
| EULAV Asset Management | 29,000 | $493.3 萬 | 0.15% | −120.0% | 減碼 |
| Shelter Mutual Insurance Co | 29,000 | $493.3 萬 | 1.36% | 00.0% | 不變 |
| Monarch Capital Management Inc | 28,998 | $493.3 萬 | 1.49% | −1,312−4.3% | 減碼 |
| Strategic Financial Services, Inc, | 28,915 | $491.8 萬 | 0.35% | −451−1.5% | 減碼 |
| Hall Capital Management Co Inc | 28,913 | $491.8 萬 | 2.89% | +657+2.3% | 加碼 |
| Atlas Private Wealth Management | 28,906 | $491.7 萬 | 2.31% | +1,371+5.0% | 加碼 |
| Prosperity Consulting Group, LLC | 28,906 | $491.7 萬 | 1.65% | +2,488+9.4% | 加碼 |
| HCR Wealth Advisors | 28,861 | $490.9 萬 | 0.78% | +9,571+49.6% | 加碼 |
| RMR Wealth Builders | 28,856 | $490.8 萬 | 0.69% | +1,945+7.2% | 加碼 |
| Richard Bernstein Advisors LLC | 28,804 | $490.0 萬 | 0.11% | +18+0.1% | 加碼 |
| First National Bank of Mount Dora, Trust Investment Services | 28,668 | $487.6 萬 | 1.30% | +159+0.6% | 加碼 |
| AdvisorNet Financial, Inc | 28,630 | $487.0 萬 | 0.45% | +960+3.5% | 加碼 |
| Investors Asset Management of Georgia Inc | 28,697 | $487.0 萬 | 2.47% | −2,499−8.0% | 減碼 |
| StoneX Group Inc. | 28,611 | $486.6 萬 | 0.48% | +1,174+4.3% | 加碼 |
| Nilsine Partners, LLC | 28,585 | $486.2 萬 | 0.75% | −3,075−9.7% | 減碼 |
| Lincluden Management Ltd | 28,573 | $486.0 萬 | 0.59% | +18,715+189.8% | 加碼 |
| Syon Capital LLC | 28,527 | $485.2 萬 | 0.50% | +3,517+14.1% | 加碼 |
| B.O.S.S. Retirement Advisors, LLC | 28,382 | $482.8 萬 | 0.94% | +3,428+13.7% | 加碼 |
| Buckingham Capital Management, Inc. | 28,340 | $482.1 萬 | 0.65% | −6,232−18.0% | 減碼 |
| Act Two Investors LLC | 28,332 | $481.9 萬 | 1.04% | +559+2.0% | 加碼 |
| Athena Investment Management | 28,324 | $481.8 萬 | 3.12% | +22+0.1% | 加碼 |
| Sunbelt Securities, Inc. | 28,197 | $479.6 萬 | 0.60% | −946−3.2% | 減碼 |
| Marino, Stram & Associates LLC | 28,133 | $478.5 萬 | 1.24% | +117+0.4% | 加碼 |
| Old Port Advisors | 28,126 | $478.4 萬 | 1.59% | +296+1.1% | 加碼 |
| Hudock, Inc. | 28,113 | $478.2 萬 | 1.03% | −1,201−4.1% | 減碼 |
| Ironwood Investment Counsel, LLC | 28,111 | $478.2 萬 | 0.89% | +150+0.5% | 加碼 |
| Crystal Rock Capital Management | 28,068 | $477.4 萬 | 3.15% | −775−2.7% | 減碼 |
| Proequities, Inc. | 28,046 | $477.1 萬 | 0.34% | +441+1.6% | 加碼 |
| LJI Wealth Management, LLC | 28,036 | $476.9 萬 | 1.24% | +2,050+7.9% | 加碼 |
| Mach-1 Financial Group, Inc. | 28,007 | $476.4 萬 | 1.81% | −5,011−15.2% | 減碼 |
| Monetta Financial Services Inc | 28,000 | $476.3 萬 | 4.54% | 00.0% | 不變 |
| Long Run Wealth Advisors, LLC | 27,985 | $476.0 萬 | 1.37% | +1,500+5.7% | 加碼 |
| Valley National Advisers Inc | 27,984 | $475.9 萬 | 0.76% | −1,744−5.9% | 減碼 |
| Advisor Resource Council | 27,972 | $475.8 萬 | 0.55% | +21,710+346.7% | 加碼 |
| Calamos Wealth Management LLC | 27,924 | $475.0 萬 | 0.30% | −836−2.9% | 減碼 |
| Parkside Financial Bank & Trust | 27,919 | $474.9 萬 | 0.86% | +7,211+34.8% | 加碼 |
| McKinley Carter Wealth Services, Inc. | 27,912 | $474.8 萬 | 0.35% | −1,355−4.6% | 減碼 |
| Invera Wealth Advisors, LLC | 27,832 | $473.4 萬 | 2.96% | +27,832 | 新進 |
| Moloney Securities Asset Management, LLC | 27,813 | $473.1 萬 | 0.76% | −50−0.2% | 減碼 |
| Resonant Capital Advisors, LLC | 27,790 | $472.7 萬 | 0.46% | −1,768−6.0% | 減碼 |
| Compton Wealth Advisory Group, LLC | 27,786 | $472.6 萬 | 1.48% | +3,361+13.8% | 加碼 |
| Mill Creek Capital Advisors, LLC | 27,780 | $472.5 萬 | 0.14% | −904−3.2% | 減碼 |
| Vident Advisory, LLC | 27,769 | $472.4 萬 | 0.12% | +2,271+8.9% | 加碼 |
| Mattern Wealth Management LLC | 27,740 | $471.9 萬 | 1.21% | +667+2.5% | 加碼 |
| Permanens Capital L.P. | 27,738 | $471.8 萬 | 0.92% | +6,335+29.6% | 加碼 |
| Consolidated Investment Group LLC | 27,692 | $471.1 萬 | 0.83% | 00.0% | 不變 |
| Addison Capital Co | 27,694 | $471.1 萬 | 2.92% | +5,621+25.5% | 加碼 |
| Sargent Investment Group, LLC | 27,689 | $471.0 萬 | 1.03% | +342+1.3% | 加碼 |
| Affinity Investment Advisors, LLC | 27,678 | $470.8 萬 | 3.20% | +2,208+8.7% | 加碼 |
| Wasatch Advisors Inc | 27,630 | $470.0 萬 | 0.03% | −2,000−6.7% | 減碼 |
| Icon Advisers Inc | 27,587 | $469.3 萬 | 1.07% | 00.0% | 不變 |
| SkyOak Wealth, LLC | 27,494 | $467.7 萬 | 1.22% | −525−1.9% | 減碼 |
| Arlington Financial Advisors, LLC | 27,410 | $466.2 萬 | 1.39% | +18+0.1% | 加碼 |
| CFM Wealth Partners LLC | 27,400 | $466.1 萬 | 1.05% | +240+0.9% | 加碼 |
| Owen LaRue, LLC | 27,357 | $465.3 萬 | 4.43% | +2,168+8.6% | 加碼 |
| Source Financial Advisors LLC | 27,321 | $464.7 萬 | 1.44% | −2,022−6.9% | 減碼 |
| GM Advisory Group, Inc. | 27,321 | $464.7 萬 | 0.35% | +1,081+4.1% | 加碼 |
| Bank Hapoalim BM | 27,270 | $463.9 萬 | 0.63% | −15,374−36.1% | 減碼 |
| Hayek Kallen Investment Management | 27,257 | $463.6 萬 | 1.94% | +18+0.1% | 加碼 |
| AAFMAA Wealth Management & Trust LLC | 27,240 | $463.4 萬 | 2.63% | −243−0.9% | 減碼 |
| Delta Capital Management LLC | 27,145 | $461.7 萬 | 3.22% | −65−0.2% | 減碼 |
| Farther Finance Advisors, LLC | 27,099 | $461.0 萬 | 0.33% | +8,884+48.8% | 加碼 |
| Hudson Capital Management LLC | 27,017 | $459.6 萬 | 1.67% | −306−1.1% | 減碼 |
| Monetary Management Group Inc | 27,004 | $459.3 萬 | 1.43% | +385+1.4% | 加碼 |
| Lombard Odier Asset Management (USA) Corp | 27,000 | $459.3 萬 | 0.67% | 00.0% | 不變 |
| Altrius Capital Management Inc | 26,973 | $458.8 萬 | 1.28% | −342−1.3% | 減碼 |
| Uncommon Cents Investing LLC | 26,940 | $458.2 萬 | 1.52% | +655+2.5% | 加碼 |
| SYSTM Wealth Solutions LLC | 26,864 | $457.0 萬 | 0.63% | −3,773−12.3% | 減碼 |
| Midland Wealth Advisors LLC | 26,860 | $456.9 萬 | 0.31% | +26,860 | 新進 |
| First PREMIER Bank | 26,785 | $455.8 萬 | 1.28% | +57+0.2% | 加碼 |
| Alpha DNA Investment Management LLC | 26,792 | $455.7 萬 | 2.71% | −4,872−15.4% | 減碼 |