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
- 4,002
- 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 1,575 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 |
|---|---|---|---|---|---|
| Financial Counselors Inc | 474,807 | $8,076 萬 | 1.44% | −538−0.1% | 減碼 |
| Steward Partners Investment Advisory, LLC | 473,254 | $8,050 萬 | 1.09% | +6,019+1.3% | 加碼 |
| Groupama Asset Managment | 469,646 | $7,991 萬 | 2.08% | +469,646 | 新進 |
| Basswood Capital Management, L.L.C. | 469,496 | $7,986 萬 | 5.16% | 00.0% | 不變 |
| CIBC Asset Management Inc | 467,313 | $7,949 萬 | 0.30% | −34,045−6.8% | 減碼 |
| Park National Corp | 460,753 | $7,837 萬 | 3.21% | −2,871−0.6% | 減碼 |
| Degroof Petercam Asset Management | 457,383 | $7,780 萬 | 1.02% | +457,383 | 新進 |
| Berkshire Asset Management LLC | 455,227 | $7,743 萬 | 4.41% | +1,966+0.4% | 加碼 |
| E. Ohman J:or Asset Management AB | 452,223 | $7,692 萬 | 2.82% | −23,357−4.9% | 減碼 |
| Beacon Pointe Advisors, LLC | 451,190 | $7,675 萬 | 0.92% | +14,992+3.4% | 加碼 |
| USS Investment Management Ltd | 447,300 | $7,615 萬 | 0.68% | −40,443−8.3% | 減碼 |
| Gabelli Funds LLC | 439,147 | $7,470 萬 | 0.58% | −2,925−0.7% | 減碼 |
| GWM Advisors LLC | 439,385 | $7,455 萬 | 0.71% | +39,112+9.8% | 加碼 |
| Yousif Capital Management, LLC | 435,106 | $7,401 萬 | 0.87% | −19,904−4.4% | 減碼 |
| Glenview Trust Co | 433,503 | $7,374 萬 | 1.81% | −24,430−5.3% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 432,114 | $7,350 萬 | 0.92% | −20,464−4.5% | 減碼 |
| iA Global Asset Management Inc. | 431,158 | $7,334 萬 | 1.69% | +62,022+16.8% | 加碼 |
| Tower Research Capital LLC (TRC) | 430,833 | $7,328 萬 | 0.91% | +266,492+162.2% | 加碼 |
| Adviser Investments LLC | 425,779 | $7,243 萬 | 1.03% | +250,105+142.4% | 加碼 |
| Border to Coast Pensions Partnership Ltd | 423,492 | $7,204 萬 | 1.76% | +9,000+2.2% | 加碼 |
| Xponance, Inc. | 421,076 | $7,163 萬 | 0.86% | +37,990+9.9% | 加碼 |
| Beck Mack & Oliver LLC | 418,143 | $7,113 萬 | 1.65% | −11,620−2.7% | 減碼 |
| Abrams Bison Investments, LLC | 414,000 | $7,042 萬 | 7.06% | −6,000−1.4% | 減碼 |
| QRG Capital Management, Inc. | 412,672 | $7,020 萬 | 1.04% | +20,205+5.1% | 加碼 |
| Pathstone Holdings, LLC | 410,466 | $7,008 萬 | 0.38% | +410,466 | 新進 |
| New York Life Investment Management LLC | 410,089 | $6,976 萬 | 0.71% | −5,204−1.3% | 減碼 |
| Locust Wood Capital Advisers, LLC | 408,974 | $6,957 萬 | 2.95% | −23,188−5.4% | 減碼 |
| Cullen/Frost Bankers, Inc. | 406,820 | $6,920 萬 | 1.09% | −37,894−8.5% | 減碼 |
| Mutual of America Capital Management LLC | 404,122 | $6,874 萬 | 0.79% | −20,970−4.9% | 減碼 |
| Impax Asset Management Group plc | 403,894 | $6,870 萬 | 0.28% | −67,593−14.3% | 減碼 |
| Stock Yards Bank & Trust Co | 403,016 | $6,855 萬 | 2.44% | −20,311−4.8% | 減碼 |
| Ofi Invest Asset Management | 444,652 | $6,847 萬 | 2.30% | −4,875−1.1% | 減碼 |
| Guidance Point Advisors, LLC | 400,991 | $6,821 萬 | 25.23% | +1950.0% | 加碼 |
| Becker Capital Management Inc | 400,971 | $6,821 萬 | 2.46% | −2,086−0.5% | 減碼 |
| Advisors Capital Management, LLC | 400,341 | $6,810 萬 | 1.39% | +20,156+5.3% | 加碼 |
| RNC Capital Management LLC | 399,364 | $6,793 萬 | 4.07% | −4,288−1.1% | 減碼 |
| Associated Banc-Corp | 398,398 | $6,777 萬 | 2.35% | −964−0.2% | 減碼 |
| D.A. Davidson & Co. | 395,604 | $6,729 萬 | 0.66% | +8,189+2.1% | 加碼 |
| TCTC Holdings, LLC | 388,047 | $6,601 萬 | 2.41% | +538+0.1% | 加碼 |
| Prio Wealth Limited Partnership | 386,427 | $6,573 萬 | 2.26% | −3,062−0.8% | 減碼 |
| Smith Chas P & Associates Pa Cpas | 386,259 | $6,570 萬 | 4.33% | +3,779+1.0% | 加碼 |
| Gunn & Co Investment Management, Inc. | 386,259 | $6,570 萬 | 4.33% | +356,596+1,202.2% | 加碼 |
| Hardy Reed LLC | 382,718 | $6,510 萬 | 8.82% | +373,783+4,183.4% | 加碼 |
| Nicholas Company, Inc. | 382,295 | $6,503 萬 | 1.15% | 00.0% | 不變 |
| Waters Parkerson & Co., LLC | 381,189 | $6,484 萬 | 3.59% | −7,687−2.0% | 減碼 |
| Global Frontier Investments LLC | 379,000 | $6,447 萬 | 22.15% | +40,000+11.8% | 加碼 |
| Quintet Private Bank (Europe) S.A. | 375,119 | $6,381 萬 | 3.98% | −67,074−15.2% | 減碼 |
| Sapient Capital LLC | 375,062 | $6,380 萬 | 1.65% | +375,062 | 新進 |
| Vaughan David Investments LLC | 374,019 | $6,362 萬 | 1.74% | +1,512+0.4% | 加碼 |
| Cetera Advisor Networks LLC | 373,594 | $6,355 萬 | 0.35% | −5,884−1.6% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 373,443 | $6,352 萬 | 0.84% | +114,014+43.9% | 加碼 |
| Meitav Dash Investments Ltd | 373,118 | $6,343 萬 | 0.93% | +1,154+0.3% | 加碼 |
| Jane Street Group, LLC | 370,214 | $6,297 萬 | 0.08% | −637,684−63.3% | 減碼 |
| Seizert Capital Partners, LLC | 364,466 | $6,200 萬 | 3.14% | −14,935−3.9% | 減碼 |
| RMB Capital Management, LLC | 363,177 | $6,178 萬 | 1.89% | −20,735−5.4% | 減碼 |
| Raymond James Trust N.A. | 362,384 | $6,164 萬 | 1.63% | +14,865+4.3% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 361,576 | $6,150 萬 | 1.31% | −176,279−32.8% | 減碼 |
| Carnegie Capital Asset Management, LLC | 355,586 | $6,049 萬 | 2.08% | +1,899+0.5% | 加碼 |
| Oppenheimer & Co Inc | 353,805 | $6,018 萬 | 1.11% | −11,846−3.2% | 減碼 |
| Principle Wealth Partners LLC | 352,942 | $6,004 萬 | 5.17% | −439−0.1% | 減碼 |
| Davis R M Inc | 351,355 | $5,977 萬 | 1.38% | −4,666−1.3% | 減碼 |
| Daiwa Securities Group Inc. | 347,197 | $5,906 萬 | 0.37% | +17,218+5.2% | 加碼 |
| Private Advisor Group, LLC | 343,791 | $5,848 萬 | 0.45% | +16,584+5.1% | 加碼 |
| Edgar Lomax Co | 343,788 | $5,848 萬 | 3.82% | −13,900−3.9% | 減碼 |
| Donaldson Capital Management, LLC | 341,773 | $5,814 萬 | 2.61% | −2,986−0.9% | 減碼 |
| United Services Automobile Association | 339,270 | $5,771 萬 | 1.28% | +6,691+2.0% | 加碼 |
| Flputnam Investment Management Co | 338,657 | $5,761 萬 | 1.36% | −8,044−2.3% | 減碼 |
| Vontobel Holding Ltd. | 338,597 | $5,760 萬 | 0.48% | +218+0.1% | 加碼 |
| Henshaw Capital LLC | 337,139 | $5,735 萬 | 2.98% | 00.0% | 不變 |
| Ilmarinen Mutual Pension Insurance Co | 335,369 | $5,705 萬 | 0.77% | +9,500+2.9% | 加碼 |
| British Columbia Investment Management Corp | 334,533 | $5,690 萬 | 0.46% | +68,659+25.8% | 加碼 |
| JTC Employer Solutions Trusteee Ltd | 334,103 | $5,690 萬 | 5.14% | −2,117−0.6% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 332,974 | $5,664 萬 | 0.72% | +70,601+26.9% | 加碼 |
| Aristotle Atlantic Partners, LLC | 330,223 | $5,617 萬 | 1.98% | +372+0.1% | 加碼 |
| MAI Capital Management | 328,998 | $5,596 萬 | 0.74% | +11,628+3.7% | 加碼 |
| Welch Group, LLC | 328,466 | $5,587 萬 | 3.01% | +701+0.2% | 加碼 |
| State of Alaska, Department of Revenue | 328,147 | $5,582 萬 | 0.66% | −31,660−8.8% | 減碼 |
| ABN AMRO Bank N.V. | 325,961 | $5,571 萬 | 0.92% | +21,859+7.2% | 加碼 |
| Dodge & Cox | 325,535 | $5,537 萬 | 0.04% | −4,975−1.5% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 324,830 | $5,525 萬 | 0.23% | +30,202+10.3% | 加碼 |
| Ceredex Value Advisors LLC | 322,966 | $5,494 萬 | 0.95% | +62,918+24.2% | 加碼 |
| Cetera Investment Advisers | 322,903 | $5,493 萬 | 0.45% | −2,048−0.6% | 減碼 |
| Cambiar Investors LLC | 322,292 | $5,482 萬 | 2.16% | −6,879−2.1% | 減碼 |
| Cornerstone Investment Partners, LLC | 320,548 | $5,453 萬 | 3.07% | −85,387−21.0% | 減碼 |
| Massmutual Trust Co FSB | 318,498 | $5,418 萬 | 1.82% | −4,409−1.4% | 減碼 |
| Guggenheim Capital LLC | 317,402 | $5,399 萬 | 0.41% | −13,005−3.9% | 減碼 |
| Lazard Asset Management LLC | 312,498 | $5,315 萬 | 0.07% | +4,677+1.5% | 加碼 |
| Deprince Race & Zollo Inc | 311,068 | $5,291 萬 | 1.19% | −9,954−3.1% | 減碼 |
| Cambridge Trust Co | 310,562 | $5,283 萬 | 2.20% | +1,974+0.6% | 加碼 |
| Miller Howard Investments Inc | 309,754 | $5,269 萬 | 1.84% | −3,063−1.0% | 減碼 |
| Private Management Group Inc | 308,668 | $5,250 萬 | 2.01% | −9,090−2.9% | 減碼 |
| Synovus Financial Corp | 306,610 | $5,216 萬 | 0.74% | −80,534−20.8% | 減碼 |
| Waverton Investment Management Ltd | 304,377 | $5,182 萬 | 1.26% | +19,581+6.9% | 加碼 |
| Susquehanna Portfolio Strategies, LLC | 304,609 | $5,181 萬 | 0.92% | +304,609 | 新進 |
| Intech Investment Management LLC | 304,465 | $5,179 萬 | 0.75% | −10,895−3.5% | 減碼 |
| Polaris Capital Management, LLC | 304,451 | $5,179 萬 | 2.50% | −3,900−1.3% | 減碼 |
| Adams Diversified Equity Fund, Inc. | 304,363 | $5,177 萬 | 2.04% | −25,400−7.7% | 減碼 |
| Natixis | 302,047 | $5,138 萬 | 0.39% | +178,396+144.3% | 加碼 |
| Whittier Trust Co of Nevada Inc | 301,921 | $5,136 萬 | 1.64% | −2,311−0.8% | 減碼 |
| Ancora Advisors, LLC | 300,347 | $5,109 萬 | 1.21% | +201+0.1% | 加碼 |