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 |
|---|---|---|---|---|---|
| Valeo Financial Advisors, LLC | 184,588 | $2,725 萬 | 1.10% | +11,031+6.4% | 加碼 |
| Shufro Rose & Co LLC | 187,481 | $2,719 萬 | 2.59% | −1,188−0.6% | 減碼 |
| Franklin Street Advisors Inc | 157,567 | $2,680 萬 | 2.20% | −26,878−14.6% | 減碼 |
| Old National Bancorp | 157,326 | $2,676 萬 | 0.70% | −50,402−24.3% | 減碼 |
| Metis Global Partners, LLC | 157,012 | $2,671 萬 | 1.06% | +20,503+15.0% | 加碼 |
| Assetmark, Inc | 156,988 | $2,670 萬 | 0.10% | +32,215+25.8% | 加碼 |
| Millennium Management LLC | 156,802 | $2,667 萬 | 0.03% | −1,412,101−90.0% | 減碼 |
| Schwerin Boyle Capital Management Inc | 156,418 | $2,661 萬 | 2.97% | 00.0% | 不變 |
| VGI Partners Ltd | 156,236 | $2,658 萬 | 2.83% | +156,236 | 新進 |
| Easterly Investment Partners LLC | 155,325 | $2,642 萬 | 2.83% | +5,550+3.7% | 加碼 |
| Stonebridge Capital Advisors LLC | 155,081 | $2,638 萬 | 2.65% | +1,174+0.8% | 加碼 |
| Oak Associates, Ltd | 155,023 | $2,637 萬 | 1.99% | −1,094−0.7% | 減碼 |
| Graham Capital Management, L.P. | 154,977 | $2,636 萬 | 0.84% | +37,367+31.8% | 加碼 |
| Jefferies Financial Group Inc. | 154,836 | $2,634 萬 | 0.41% | +131,340+559.0% | 加碼 |
| Carret Asset Management, LLC | 153,552 | $2,612 萬 | 3.33% | −3,546−2.3% | 減碼 |
| First Fiduciary Investment Counsel, Inc. | 153,227 | $2,606 萬 | 5.76% | −2,424−1.6% | 減碼 |
| NBT Bank N A | 152,200 | $2,589 萬 | 2.03% | +8,614+6.0% | 加碼 |
| New Mexico Educational Retirement Board | 152,050 | $2,586 萬 | 0.99% | 00.0% | 不變 |
| Arvest Trust Co N A | 151,558 | $2,578 萬 | 1.55% | −3,711−2.4% | 減碼 |
| Abn Amro Investment Solutions | 151,289 | $2,573 萬 | 0.45% | −12,773−7.8% | 減碼 |
| Focus Financial Network Inc | 150,980 | $2,568 萬 | 0.97% | +150,980 | 新進 |
| Brookstone Capital Management | 150,939 | $2,567 萬 | 0.50% | −4,572−2.9% | 減碼 |
| GYL Financial Synergies, LLC | 150,703 | $2,563 萬 | 2.12% | −2,352−1.5% | 減碼 |
| Gratus Capital LLC | 150,557 | $2,561 萬 | 1.46% | −2,069−1.4% | 減碼 |
| Resources Investment Advisors, LLC. | 150,521 | $2,560 萬 | 0.45% | +16,975+12.7% | 加碼 |
| Wesleyan Assurance Society | 150,207 | $2,557 萬 | 2.53% | 00.0% | 不變 |
| MBB Public Markets I LLC | 149,851 | $2,549 萬 | 1.57% | −56,017−27.2% | 減碼 |
| Cantor Fitzgerald Investment Adviser L.P. | 149,589 | $2,545 萬 | 1.97% | +149,589 | 新進 |
| FineMark National Bank & Trust | 149,491 | $2,543 萬 | 1.04% | −1,461−1.0% | 減碼 |
| Tower Bridge Advisors | 149,363 | $2,541 萬 | 2.19% | +179+0.1% | 加碼 |
| National Asset Management, Inc. | 148,444 | $2,525 萬 | 0.68% | −14,523−8.9% | 減碼 |
| WSFS Capital Management, LLC | 148,244 | $2,522 萬 | 1.57% | −13,718−8.5% | 減碼 |
| First Foundation Advisors | 147,750 | $2,513 萬 | 1.15% | −10,758−6.8% | 減碼 |
| Harvest Portfolios Group Inc. | 146,836 | $2,498 萬 | 1.06% | −3,801−2.5% | 減碼 |
| Verity & Verity, LLC | 146,638 | $2,494 萬 | 2.86% | +705+0.5% | 加碼 |
| HB Wealth Management, LLC | 146,385 | $2,490 萬 | 0.36% | −7,816−5.1% | 減碼 |
| Natixis Investment Managers International | 146,240 | $2,488 萬 | 1.76% | +146,240 | 新進 |
| Parsons Capital Management Inc | 145,543 | $2,476 萬 | 1.77% | −1,370−0.9% | 減碼 |
| Absher Wealth Management, LLC | 145,104 | $2,468 萬 | 3.71% | −8,617−5.6% | 減碼 |
| Lowe Brockenbrough & Co Inc | 144,822 | $2,463 萬 | 1.91% | −13,864−8.7% | 減碼 |
| Ziegler Capital Management, LLC | 143,998 | $2,451 萬 | 1.11% | −6,431−4.3% | 減碼 |
| South State Corp. | 143,419 | $2,440 萬 | 2.08% | −652−0.5% | 減碼 |
| Neville Rodie & Shaw Inc | 142,094 | $2,417 萬 | 1.98% | +3,552+2.6% | 加碼 |
| Dakota Wealth Management | 141,896 | $2,414 萬 | 0.94% | −45,349−24.2% | 減碼 |
| Abner Herrman & Brock LLC | 141,881 | $2,413 萬 | 3.39% | −2,406−1.7% | 減碼 |
| Optiver Holding B.V. | 141,025 | $2,399 萬 | 0.72% | +14,999+11.9% | 加碼 |
| Foster Dykema Cabot & Partners, LLC | 139,800 | $2,378 萬 | 2.52% | +139,800 | 新進 |
| Acadian Asset Management LLC | 139,717 | $2,376 萬 | 0.09% | +19,830+16.5% | 加碼 |
| South Dakota Investment Council | 139,495 | $2,373 萬 | 0.50% | −24,746−15.1% | 減碼 |
| Bollard Group LLC | 139,223 | $2,368 萬 | 0.82% | −7,212−4.9% | 減碼 |
| Callahan Advisors, LLC | 138,921 | $2,363 萬 | 2.74% | +1,361+1.0% | 加碼 |
| Logan Capital Management Inc | 138,313 | $2,353 萬 | 1.10% | −1,684−1.2% | 減碼 |
| Patten & Patten Inc | 137,703 | $2,342 萬 | 1.92% | −4,695−3.3% | 減碼 |
| Applied Finance Capital Management, LLC | 137,684 | $2,342 萬 | 2.03% | +13,184+10.6% | 加碼 |
| Edmond de Rothschild Holding S.A. | 137,461 | $2,338 萬 | 0.42% | +4,694+3.5% | 加碼 |
| Resources Management Corp | 137,340 | $2,336 萬 | 3.47% | −567−0.4% | 減碼 |
| Bailard, Inc. | 136,977 | $2,330 萬 | 0.69% | −427−0.3% | 減碼 |
| Dixon Mitchell Investment Counsel Inc. | 136,632 | $2,324 萬 | 1.24% | −3,494−2.5% | 減碼 |
| Osher Van de Voorde Investment Management | 136,099 | $2,315 萬 | 5.09% | +7,556+5.9% | 加碼 |
| Prospera Financial Services Inc | 136,029 | $2,314 萬 | 0.77% | +936+0.7% | 加碼 |
| Osborne Partners Capital Management, LLC | 134,633 | $2,290 萬 | 1.50% | +367+0.3% | 加碼 |
| Jones Financial Companies LLLP | 134,463 | $2,287 萬 | 0.03% | +5,182+4.0% | 加碼 |
| Evergreen Capital Management LLC | 134,221 | $2,283 萬 | 0.93% | +372+0.3% | 加碼 |
| Alley Investment Management Company, LLC | 134,179 | $2,282 萬 | 3.34% | +7,266+5.7% | 加碼 |
| TownSquare Capital, LLC | 132,531 | $2,254 萬 | 0.39% | −13,249−9.1% | 減碼 |
| Moors & Cabot, Inc. | 132,402 | $2,252 萬 | 1.40% | −641−0.5% | 減碼 |
| Kanawha Capital Management LLC | 132,254 | $2,250 萬 | 2.07% | −3,533−2.6% | 減碼 |
| Integrated Wealth Concepts LLC | 132,145 | $2,248 萬 | 0.37% | +21,472+19.4% | 加碼 |
| Alpine Woods Capital Investors, LLC | 132,085 | $2,247 萬 | 3.36% | −3,737−2.8% | 減碼 |
| Great Valley Advisor Group, Inc. | 131,867 | $2,243 萬 | 0.79% | +3,962+3.1% | 加碼 |
| Albion Financial Group | 131,491 | $2,237 萬 | 1.84% | +1,781+1.4% | 加碼 |
| Rbo & Co LLC | 131,210 | $2,232 萬 | 3.83% | −4,005−3.0% | 減碼 |
| Rempart Asset Management Inc. | 130,612 | $2,222 萬 | 4.59% | −2,098−1.6% | 減碼 |
| Gladstone Institutional Advisory LLC | 130,581 | $2,221 萬 | 1.25% | +11,251+9.4% | 加碼 |
| Kempen Capital Management N.V. | 130,207 | $2,215 萬 | 0.31% | −520.0% | 減碼 |
| Steigerwald, Gordon & Koch Inc. | 129,902 | $2,210 萬 | 2.99% | +699+0.5% | 加碼 |
| First Long Island Investors, LLC | 129,430 | $2,202 萬 | 1.95% | −3,244−2.4% | 減碼 |
| Noesis Capital Mangement Corp | 129,220 | $2,198 萬 | 5.18% | −1,546−1.2% | 減碼 |
| Vestor Capital, LLC | 128,896 | $2,193 萬 | 2.09% | +54,561+73.4% | 加碼 |
| Narwhal Capital Management | 128,836 | $2,191 萬 | 2.40% | +4,063+3.3% | 加碼 |
| Azimuth Capital Investment Management LLC | 128,378 | $2,184 萬 | 0.98% | −4,359−3.3% | 減碼 |
| Perigon Wealth Management, LLC | 128,078 | $2,179 萬 | 0.71% | +4,426+3.6% | 加碼 |
| Bourgeon Capital Management LLC | 127,635 | $2,171 萬 | 4.80% | −1,430−1.1% | 減碼 |
| TruWealth Advisors, LLC | 127,562 | $2,170 萬 | 1.66% | +2,004+1.6% | 加碼 |
| BLB&B Advisors, LLC | 127,551 | $2,170 萬 | 1.37% | +620.0% | 加碼 |
| Snowden Capital Advisors LLC | 127,441 | $2,168 萬 | 0.83% | −41,865−24.7% | 減碼 |
| Exane Asset Management | 126,800 | $2,157 萬 | 18.31% | +126,800 | 新進 |
| Longbow Finance SA | 125,624 | $2,137 萬 | 2.17% | +5,779+4.8% | 加碼 |
| Choate Investment Advisors | 125,480 | $2,134 萬 | 0.66% | +6,836+5.8% | 加碼 |
| Alerus Financial NA | 125,070 | $2,127 萬 | 1.74% | +26,593+27.0% | 加碼 |
| Wafra Inc. | 124,924 | $2,125 萬 | 1.25% | −182,943−59.4% | 減碼 |
| Culbertson A N & Co Inc | 124,821 | $2,123 萬 | 3.95% | −435−0.3% | 減碼 |
| HBK Sorce Advisory LLC | 124,660 | $2,120 萬 | 0.82% | −12,139−8.9% | 減碼 |
| Meiji Yasuda Life Insurance Co | 123,903 | $2,108 萬 | 0.46% | +25,046+25.3% | 加碼 |
| Martingale Asset Management L P | 123,457 | $2,100 萬 | 0.43% | −2,152−1.7% | 減碼 |
| Greenleaf Trust | 123,389 | $2,099 萬 | 0.23% | +1,376+1.1% | 加碼 |
| Advisory Services Network, LLC | 123,260 | $2,097 萬 | 0.51% | −2,341−1.9% | 減碼 |
| Nemes Rush Group LLC | 123,016 | $2,093 萬 | 3.38% | +1,150+0.9% | 加碼 |
| Savant Capital, LLC | 122,977 | $2,092 萬 | 0.27% | +6,200+5.3% | 加碼 |
| Parallel Advisors, LLC | 122,950 | $2,091 萬 | 0.62% | −1,080−0.9% | 減碼 |