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
- 4,001
- 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 | 5,157 | $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 |
|---|---|---|---|---|---|
| JPB Foundation | 299,855 | $5,101 萬 | 5.47% | +299,855 | 新進 |
| Fort Washington Investment Advisors Inc | 299,740 | $5,099 萬 | 0.35% | −3,798−1.3% | 減碼 |
| CWM, LLC | 295,794 | $5,031 萬 | 0.27% | +57,703+24.2% | 加碼 |
| Argent Trust Co | 294,003 | $5,001 萬 | 2.49% | −2,151−0.7% | 減碼 |
| Fiduciary Trust Co | 293,301 | $4,989 萬 | 0.83% | +1,397+0.5% | 加碼 |
| Roffman Miller Associates Inc | 292,523 | $4,976 萬 | 3.55% | −1,033−0.4% | 減碼 |
| North Star Investment Management Corp. | 291,845 | $4,964 萬 | 3.82% | +150+0.1% | 加碼 |
| Wolverine Trading, LLC | 291,420 | $4,957 萬 | 0.38% | +185,680+175.6% | 加碼 |
| Tocqueville Asset Management L.P. | 289,596 | $4,926 萬 | 0.89% | +13,769+5.0% | 加碼 |
| Badgley Phelps Wealth Managers, LLC | 289,386 | $4,922 萬 | 1.34% | +18,614+6.9% | 加碼 |
| Ninety One UK Ltd | 288,486 | $4,907 萬 | 0.15% | −72,544−20.1% | 減碼 |
| Barrow Hanley Mewhinney & Strauss LLC | 287,539 | $4,891 萬 | 0.17% | −3,644−1.3% | 減碼 |
| Sequoia Financial Advisors, LLC | 281,021 | $4,780 萬 | 0.59% | +59,679+27.0% | 加碼 |
| Country Trust Bank | 277,689 | $4,723 萬 | 1.31% | −4,461−1.6% | 減碼 |
| Atria Investments LLC | 276,782 | $4,708 萬 | 0.73% | +5,930+2.2% | 加碼 |
| Azora Capital LP | 275,007 | $4,678 萬 | 4.24% | −19,024−6.5% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 271,697 | $4,621 萬 | 0.55% | −45,076−14.2% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 270,248 | $4,597 萬 | 2.09% | −3,970−1.4% | 減碼 |
| Employees Provident Fund Board | 270,000 | $4,593 萬 | 0.90% | −234,034−46.4% | 減碼 |
| Banco Santander, S.A. | 269,450 | $4,583 萬 | 0.54% | +32,693+13.8% | 加碼 |
| Patient Capital Management, LLC | 268,411 | $4,566 萬 | 2.42% | −38,707−12.6% | 減碼 |
| Sabal Trust CO | 267,195 | $4,545 萬 | 2.79% | −6,203−2.3% | 減碼 |
| Foundry Partners, LLC | 267,117 | $4,544 萬 | 2.74% | −32,555−10.9% | 減碼 |
| Johnson Investment Counsel Inc | 266,386 | $4,531 萬 | 0.53% | +30,624+13.0% | 加碼 |
| Boston Private Wealth LLC | 265,847 | $4,522 萬 | 1.10% | −67,731−20.3% | 減碼 |
| NewEdge Wealth, LLC | 265,191 | $4,511 萬 | 1.15% | +32,265+13.9% | 加碼 |
| Destination Wealth Management | 265,132 | $4,510 萬 | 1.56% | −2,150−0.8% | 減碼 |
| Wealthfront Advisers LLC | 263,312 | $4,479 萬 | 0.17% | +12,273+4.9% | 加碼 |
| Searle & Co. | 261,980 | $4,456 萬 | 12.19% | +846+0.3% | 加碼 |
| Nexus Investment Management ULC | 261,797 | $4,453 萬 | 4.65% | −2,285−0.9% | 減碼 |
| Bokf, NA | 261,393 | $4,446 萬 | 0.87% | −411−0.2% | 減碼 |
| Wesbanco Bank Inc | 261,304 | $4,445 萬 | 2.52% | −77,761−22.9% | 減碼 |
| Meyer Handelman Co | 261,108 | $4,441 萬 | 1.73% | −8,999−3.3% | 減碼 |
| Polar Capital Holdings Plc | 259,875 | $4,420 萬 | 0.31% | −1,402−0.5% | 減碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 259,445 | $4,413 萬 | 1.68% | −18,494−6.7% | 減碼 |
| Stephens Inc | 259,094 | $4,407 萬 | 0.76% | −4,800−1.8% | 減碼 |
| Gamco Investors, Inc. Et Al | 256,558 | $4,364 萬 | 0.47% | −10,677−4.0% | 減碼 |
| Modera Wealth Management, LLC | 256,196 | $4,358 萬 | 0.72% | −4,509−1.7% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 255,556 | $4,347 萬 | 0.88% | −61,114−19.3% | 減碼 |
| Taurus Asset Management, LLC | 253,789 | $4,317 萬 | 4.66% | −2,357−0.9% | 減碼 |
| Elo Mutual Pension Insurance Co | 253,720 | $4,316 萬 | 1.16% | +9,136+3.7% | 加碼 |
| Argent Capital Management LLC | 253,524 | $4,312 萬 | 1.41% | −5,822−2.2% | 減碼 |
| Markel Group Inc.大師馬克爾集團 | 252,550 | $4,296 萬 | 0.47% | +11,000+4.6% | 加碼 |
| ZWJ Investment Counsel Inc | 252,466 | $4,294 萬 | 2.21% | −2,002−0.8% | 減碼 |
| Aquatic Capital Management LLC | 251,800 | $4,283 萬 | 1.09% | +251,800 | 新進 |
| HM Payson & Co | 251,501 | $4,278 萬 | 0.89% | −376−0.1% | 減碼 |
| Payden & Rygel | 251,350 | $4,276 萬 | 3.11% | +54,670+27.8% | 加碼 |
| McDonald Capital Investors Inc | 250,392 | $4,259 萬 | 2.97% | −3,065−1.2% | 減碼 |
| Cetera Advisors LLC | 249,572 | $4,245 萬 | 0.59% | +17,953+7.8% | 加碼 |
| Todd Asset Management LLC | 247,693 | $4,213 萬 | 0.93% | −2,300−0.9% | 減碼 |
| Crestwood Advisors Group LLC | 246,401 | $4,191 萬 | 0.98% | +1,961+0.8% | 加碼 |
| Pacer Advisors, Inc. | 245,786 | $4,181 萬 | 0.12% | +61,491+33.4% | 加碼 |
| Hosking Partners LLP | 244,537 | $4,160 萬 | 1.76% | −17,215−6.6% | 減碼 |
| Bridges Investment Management Inc | 243,728 | $4,146 萬 | 1.37% | −12,251−4.8% | 減碼 |
| First Manhattan Co | 243,352 | $4,140 萬 | 0.14% | −6,161−2.5% | 減碼 |
| PGGM Investments | 243,034 | $4,134 萬 | 0.63% | +33,716+16.1% | 加碼 |
| Ieq Capital, LLC | 242,630 | $4,127 萬 | 0.69% | +9,832+4.2% | 加碼 |
| Gulf International Bank (UK) Ltd | 242,552 | $4,126 萬 | 1.16% | −26,238−9.8% | 減碼 |
| Achmea Investment Management B.V. | 242,540 | $4,126 萬 | 0.85% | −5,147−2.1% | 減碼 |
| Hancock Whitney Corp | 242,217 | $4,120 萬 | 1.53% | +62,043+34.4% | 加碼 |
| Venture Visionary Partners LLC | 241,792 | $4,113 萬 | 2.18% | −238−0.1% | 減碼 |
| Kestra Private Wealth Services, LLC | 241,474 | $4,107 萬 | 1.05% | +6,583+2.8% | 加碼 |
| Ingalls & Snyder LLC | 239,261 | $4,070 萬 | 1.85% | −2,711−1.1% | 減碼 |
| First Horizon Advisors, Inc. | 238,782 | $4,062 萬 | 1.34% | +1,752+0.7% | 加碼 |
| Lido Advisors, LLC | 238,669 | $4,060 萬 | 0.40% | −32,790−12.1% | 減碼 |
| Daymark Wealth Partners, LLC | 337,670 | $4,053 萬 | 2.49% | +440.0% | 加碼 |
| Private Wealth Partners, LLC | 237,682 | $4,043 萬 | 3.42% | +236+0.1% | 加碼 |
| Sanibel Captiva Trust Company, Inc. | 236,558 | $4,024 萬 | 1.48% | +236,558 | 新進 |
| Prudential PLC | 236,451 | $4,022 萬 | 0.43% | +73,389+45.0% | 加碼 |
| Capital International Sarl | 236,374 | $4,021 萬 | 1.51% | +22,287+10.4% | 加碼 |
| Busey Wealth Management | 235,782 | $4,011 萬 | 1.54% | −2,356−1.0% | 減碼 |
| JustInvest LLC | 234,299 | $3,985 萬 | 1.02% | +422+0.2% | 加碼 |
| Villere St Denis J & Co LLC | 233,892 | $3,979 萬 | 3.28% | −11,348−4.6% | 減碼 |
| Heritage Investors Management Corp | 233,434 | $3,971 萬 | 1.50% | −2,614−1.1% | 減碼 |
| Conning Inc. | 232,390 | $3,946 萬 | 1.37% | −32,036−12.1% | 減碼 |
| Kentucky Retirement Systems | 231,312 | $3,935 萬 | 1.23% | +3,081+1.3% | 加碼 |
| La Banque Postale Asset Management SA | 228,959 | $3,895 萬 | 0.86% | −375−0.2% | 減碼 |
| Interval Partners, LP | 228,833 | $3,892 萬 | 1.69% | +9,605+4.4% | 加碼 |
| Bridgeway Capital Management, LLC | 228,714 | $3,890 萬 | 0.83% | −3,161−1.4% | 減碼 |
| NorthCrest Asset Manangement, LLC | 228,669 | $3,890 萬 | 1.47% | −41,190−15.3% | 減碼 |
| Brinker Capital Investments, LLC | 224,517 | $3,862 萬 | 0.45% | −16,582−6.9% | 減碼 |
| Orion Portfolio Solutions, LLC | 224,517 | $3,862 萬 | 0.45% | −16,582−6.9% | 減碼 |
| Salem Investment Counselors Inc | 226,986 | $3,861 萬 | 1.32% | +2,577+1.1% | 加碼 |
| Oregon Public Employees Retirement Fund | 225,971 | $3,844 萬 | 0.68% | +1,300+0.6% | 加碼 |
| Baker Avenue Asset Management, LP | 225,300 | $3,832 萬 | 1.68% | +6,556+3.0% | 加碼 |
| First National Trust Co | 224,645 | $3,821 萬 | 1.68% | −20,569−8.4% | 減碼 |
| Maryland State Retirement & Pension System | 224,540 | $3,819 萬 | 0.79% | +2,192+1.0% | 加碼 |
| Mill Capital Management, LLC | 223,162 | $3,796 萬 | 3.39% | −991−0.4% | 減碼 |
| Smith, Salley & Associates | 222,242 | $3,780 萬 | 2.44% | +1,114+0.5% | 加碼 |
| Stratos Wealth Partners, LTD. | 220,827 | $3,756 萬 | 0.70% | −100.0% | 減碼 |
| Phoenix Holdings Ltd. | 195,177 | $3,732 萬 | 0.62% | +21,754+12.5% | 加碼 |
| Klingenstein Fields & Co LP | 218,990 | $3,725 萬 | 1.66% | +2,600+1.2% | 加碼 |
| Wade G W & Inc | 218,234 | $3,712 萬 | 1.21% | +5,055+2.4% | 加碼 |
| Clifford Swan Investment Counsel LLC | 217,938 | $3,707 萬 | 1.44% | −1,339−0.6% | 減碼 |
| Washington Trust Co | 217,447 | $3,699 萬 | 1.46% | −6,694−3.0% | 減碼 |
| Samlyn Capital, LLC | 215,821 | $3,671 萬 | 0.80% | −66,224−23.5% | 減碼 |
| Gradient Investments LLC | 213,974 | $3,640 萬 | 0.88% | −32,320−13.1% | 減碼 |
| Spears Abacus Advisors LLC | 213,962 | $3,639 萬 | 2.90% | −5,846−2.7% | 減碼 |
| Nippon Life Global Investors Americas, Inc. | 213,850 | $3,638 萬 | 2.02% | +5,480+2.6% | 加碼 |
| HighPoint Advisor Group LLC | 186,490 | $3,633 萬 | 2.61% | +186,490 | 新進 |