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 |
|---|---|---|---|---|---|
| Qube Research & Technologies Ltd | 213,131 | $3,625 萬 | 0.08% | −869,376−80.3% | 減碼 |
| Stewart & Patten Co LLC | 212,886 | $3,621 萬 | 5.66% | −2,193−1.0% | 減碼 |
| Madison Asset Management, LLC | 211,638 | $3,600 萬 | 0.49% | −44,240−17.3% | 減碼 |
| Howard Capital Management Group, LLC | 211,334 | $3,595 萬 | 3.12% | +2,214+1.1% | 加碼 |
| Alpha Cubed Investments, LLC | 208,961 | $3,554 萬 | 1.99% | −5,383−2.5% | 減碼 |
| Erste Asset Management GmbH | 208,353 | $3,546 萬 | 0.52% | −8,600−4.0% | 減碼 |
| Capital Investment Advisors, LLC | 208,341 | $3,544 萬 | 0.89% | +2,293+1.1% | 加碼 |
| Matrix Asset Advisors Inc | 208,218 | $3,542 萬 | 4.51% | −4,460−2.1% | 減碼 |
| Illinois Municipal Retirement Fund | 208,208 | $3,542 萬 | 0.59% | +28,034+15.6% | 加碼 |
| Crossmark Global Holdings, Inc. | 207,939 | $3,537 萬 | 0.73% | +40,529+24.2% | 加碼 |
| Rockland Trust Co | 207,597 | $3,531 萬 | 1.93% | +2,070+1.0% | 加碼 |
| Fort Pitt Capital Group, LLC | 206,882 | $3,519 萬 | 1.15% | +1,930+0.9% | 加碼 |
| ArrowMark Colorado Holdings LLC | 206,271 | $3,509 萬 | 0.39% | 00.0% | 不變 |
| Manitou Investment Management Ltd. | 206,133 | $3,506 萬 | 7.61% | −3,142−1.5% | 減碼 |
| Northeast Investment Management | 206,105 | $3,506 萬 | 1.88% | −7,587−3.6% | 減碼 |
| First National Bank of Omaha | 206,103 | $3,506 萬 | 2.21% | −14,964−6.8% | 減碼 |
| St Germain D J Co Inc | 204,931 | $3,486 萬 | 1.82% | +2,339+1.2% | 加碼 |
| Chesley Taft & Associates LLC | 204,220 | $3,474 萬 | 1.95% | −850−0.4% | 減碼 |
| Eastern Bank | 204,077 | $3,471 萬 | 1.58% | −25,626−11.2% | 減碼 |
| Oakworth Capital, Inc. | 202,194 | $3,439 萬 | 2.76% | −2,503−1.2% | 減碼 |
| Thomasville National Bank | 201,465 | $3,427 萬 | 3.04% | −640−0.3% | 減碼 |
| Central Securities Corp | 200,000 | $3,402 萬 | 3.69% | 00.0% | 不變 |
| No Street GP LP | 200,000 | $3,402 萬 | 3.40% | 00.0% | 不變 |
| Clear Street LLC | 200,000 | $3,402 萬 | 1.67% | +200,000 | 新進 |
| Wharton Business Group, LLC | 199,128 | $3,387 萬 | 1.70% | +256+0.1% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 198,624 | $3,381 萬 | 1.20% | −5,964−2.9% | 減碼 |
| Anchor Capital Advisors LLC | 198,164 | $3,371 萬 | 0.89% | +1,150+0.6% | 加碼 |
| Estabrook Capital Management | 198,158 | $3,371 萬 | 5.51% | −3,440−1.7% | 減碼 |
| Braun Stacey Associates Inc | 197,020 | $3,351 萬 | 1.50% | −11,720−5.6% | 減碼 |
| Cardinal Capital Management, Inc. | 196,464 | $3,342 萬 | 1.58% | −4,053−2.0% | 減碼 |
| Highland Capital Management, LLC | 195,484 | $3,325 萬 | 2.07% | −4,380−2.2% | 減碼 |
| Hartford Investment Management Co | 194,803 | $3,314 萬 | 1.24% | −4,267−2.1% | 減碼 |
| Avantax Advisory Services, Inc. | 193,746 | $3,296 萬 | 0.33% | +4,965+2.6% | 加碼 |
| Moran Wealth Management, LLC | 193,072 | $3,284 萬 | 1.17% | +47,604+32.7% | 加碼 |
| Independent Advisor Alliance | 193,055 | $3,284 萬 | 1.18% | +6,571+3.5% | 加碼 |
| Chilton Capital Management LLC | 193,055 | $3,284 萬 | 1.67% | −716−0.4% | 減碼 |
| LMCG Investments, LLC | 192,998 | $3,283 萬 | 2.03% | −1,440−0.7% | 減碼 |
| Howe & Rusling Inc | 192,664 | $3,277 萬 | 3.47% | −183−0.1% | 減碼 |
| Silvercrest Asset Management Group LLC | 191,985 | $3,266 萬 | 0.23% | +2,248+1.2% | 加碼 |
| Maple Capital Management, Inc. | 191,947 | $3,265 萬 | 3.27% | +2,493+1.3% | 加碼 |
| Pictet & Cie (Europe) SA | 191,944 | $3,265 萬 | 0.97% | 00.0% | 不變 |
| Janney Capital Management LLC | 191,321 | $3,254 萬 | 2.18% | −8,761−4.4% | 減碼 |
| FreeGulliver LLC | 190,908 | $3,247 萬 | 43.11% | +190,908 | 新進 |
| Moody Lynn & Lieberson, LLC | 190,297 | $3,237 萬 | 2.46% | +1,203+0.6% | 加碼 |
| SG Americas Securities, LLC | 188,695 | $3,210 萬 | 0.35% | +102,724+119.5% | 加碼 |
| Chartwell Investment Partners, LLC | 187,747 | $3,194 萬 | 1.12% | −1,085−0.6% | 減碼 |
| Eagle Global Advisors LLC | 186,811 | $3,178 萬 | 1.92% | −3,664−1.9% | 減碼 |
| Hyman Charles D | 186,501 | $3,172 萬 | 1.90% | +442+0.2% | 加碼 |
| National Mutual Insurance Federation of Agricultural Cooperatives | 184,900 | $3,145 萬 | 0.36% | 00.0% | 不變 |
| Wilsey Asset Management Inc | 184,697 | $3,142 萬 | 6.41% | −1,245−0.7% | 減碼 |
| Levin Capital Strategies, L.P. | 184,195 | $3,133 萬 | 3.48% | −599−0.3% | 減碼 |
| Securian Asset Management, Inc | 183,096 | $3,114 萬 | 0.88% | −25,449−12.2% | 減碼 |
| NS Partners Ltd | 181,957 | $3,095 萬 | 1.50% | −810−0.4% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 181,757 | $3,092 萬 | 1.23% | +9,220+5.3% | 加碼 |
| Credit Agricole S A | 181,178 | $3,082 萬 | 0.64% | +30,118+19.9% | 加碼 |
| Blue Chip Partners, Inc. | 181,095 | $3,080 萬 | 3.21% | +5,101+2.9% | 加碼 |
| Main Street Research LLC | 179,855 | $3,059 萬 | 2.46% | +29,974+20.0% | 加碼 |
| Hantz Financial Services, Inc. | 179,408 | $3,052 萬 | 0.67% | −12,262−6.4% | 減碼 |
| Meridian Wealth Management, LLC | 178,990 | $3,045 萬 | 1.94% | +42,424+31.1% | 加碼 |
| Citizens Financial Group Inc | 178,476 | $3,036 萬 | 1.05% | +4,134+2.4% | 加碼 |
| Community Trust & Investment Co | 178,379 | $3,034 萬 | 2.33% | +461+0.3% | 加碼 |
| Northeast Financial Consultants Inc | 178,183 | $3,031 萬 | 1.68% | −692−0.4% | 減碼 |
| Central Trust Co | 177,822 | $3,025 萬 | 0.80% | −1,354−0.8% | 減碼 |
| Atria Wealth Solutions, Inc. | 177,781 | $3,024 萬 | 0.38% | −1,985−1.1% | 減碼 |
| American Assets Investment Management, LLC | 177,600 | $3,021 萬 | 3.12% | 00.0% | 不變 |
| Equitable Holdings, Inc. | 177,265 | $3,015 萬 | 0.37% | +9,844+5.9% | 加碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 175,585 | $2,987 萬 | 1.99% | −1,053−0.6% | 減碼 |
| Louisiana State Employees Retirement System | 174,800 | $2,973 萬 | 0.62% | −5,300−2.9% | 減碼 |
| Alps Advisors Inc | 174,451 | $2,967 萬 | 0.23% | +923+0.5% | 加碼 |
| Fishman Jay A Ltd | 173,846 | $2,957 萬 | 3.38% | −3,475−2.0% | 減碼 |
| Allen Investment Management LLC | 171,963 | $2,925 萬 | 0.39% | −2,775−1.6% | 減碼 |
| Palisade Capital Management LLC | 171,460 | $2,917 萬 | 0.77% | −838−0.5% | 減碼 |
| Galvin, Gaustad & Stein, LLC | 171,429 | $2,916 萬 | 2.73% | −7,726−4.3% | 減碼 |
| Rothschild Investment LLC | 171,033 | $2,909 萬 | 2.44% | +171,033 | 新進 |
| Randolph Co Inc | 170,785 | $2,905 萬 | 3.86% | +131+0.1% | 加碼 |
| KCM Investment Advisors LLC | 170,397 | $2,898 萬 | 1.15% | −5,073−2.9% | 減碼 |
| NFJ Investment Group, LLC | 170,264 | $2,896 萬 | 0.80% | −10,772−6.0% | 減碼 |
| MMBG Investment Advisors Co. | 170,120 | $2,894 萬 | 3.41% | +7,235+4.4% | 加碼 |
| Appleton Partners Inc | 169,879 | $2,890 萬 | 2.33% | −2,222−1.3% | 減碼 |
| Sandy Spring Bank | 169,786 | $2,888 萬 | 1.44% | −263−0.2% | 減碼 |
| Fukoku Mutual Life Insurance Co | 168,877 | $2,873 萬 | 2.39% | −5,723−3.3% | 減碼 |
| LaFleur & Godfrey LLC | 168,178 | $2,861 萬 | 4.27% | −2,984−1.7% | 減碼 |
| Gemsstock Limited | 168,100 | $2,859 萬 | 10.61% | −6,800−3.9% | 減碼 |
| Ninety One SA (PTY) Ltd | 167,364 | $2,847 萬 | 4.33% | +4,677+2.9% | 加碼 |
| Congress Wealth Management LLC | 167,056 | $2,842 萬 | 0.52% | −10,764−6.1% | 減碼 |
| Trexquant Investment LP | 166,261 | $2,828 萬 | 0.64% | +166,261 | 新進 |
| Smith Group Asset Management, LLC | 166,212 | $2,827 萬 | 1.65% | +166,212 | 新進 |
| Cornerstone Advisors, LLC | 166,200 | $2,827 萬 | 1.24% | −27,600−14.2% | 減碼 |
| Farmers & Merchants Investments Inc | 165,804 | $2,820 萬 | 1.03% | −634−0.4% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 165,758 | $2,820 萬 | 0.59% | −32,994−16.6% | 減碼 |
| Sit Investment Associates Inc | 165,585 | $2,817 萬 | 0.69% | +2,236+1.4% | 加碼 |
| Trust Co of Vermont | 164,754 | $2,802 萬 | 1.87% | −33,009−16.7% | 減碼 |
| Capital International Ltd | 164,182 | $2,793 萬 | 1.43% | +2,907+1.8% | 加碼 |
| Prime Capital Investment Advisors, LLC | 163,840 | $2,787 萬 | 0.42% | +29,663+22.1% | 加碼 |
| Marco Investment Management LLC | 163,158 | $2,775 萬 | 2.84% | −1,307−0.8% | 減碼 |
| Nomura Holdings Inc | 162,247 | $2,760 萬 | 0.25% | +33,884+26.4% | 加碼 |
| Aptus Capital Advisors, LLC | 161,549 | $2,748 萬 | 0.81% | −11,513−6.7% | 減碼 |
| Cullinan Associates Inc | 160,915 | $2,737 萬 | 1.53% | −18,289−10.2% | 減碼 |
| Axxcess Wealth Management, LLC | 160,777 | $2,735 萬 | 0.81% | +25,763+19.1% | 加碼 |
| Segall Bryant & Hamill, LLC | 160,401 | $2,728 萬 | 0.53% | −454,678−73.9% | 減碼 |