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 |
|---|---|---|---|---|---|
| KMG Fiduciary Partners, LLC | 122,683 | $2,087 萬 | 2.43% | −1,361−1.1% | 減碼 |
| ProVise Management Group, LLC | 122,148 | $2,078 萬 | 1.76% | +1,698+1.4% | 加碼 |
| Apollon Wealth Management, LLC | 122,103 | $2,077 萬 | 0.72% | +39,794+48.3% | 加碼 |
| Clear Harbor Asset Management, LLC | 121,094 | $2,060 萬 | 1.97% | −360−0.3% | 減碼 |
| Clearstead Advisors, LLC | 120,512 | $2,050 萬 | 1.09% | +2,987+2.5% | 加碼 |
| Park Avenue Securities LLC | 120,347 | $2,047 萬 | 0.28% | +1,586+1.3% | 加碼 |
| ARS Wealth Advisors Group, LLC | 120,178 | $2,044 萬 | 3.03% | +46,332+62.7% | 加碼 |
| Private Capital Management, LLC | 119,582 | $2,034 萬 | 2.31% | +3,391+2.9% | 加碼 |
| First American Bank | 119,220 | $2,028 萬 | 1.69% | −1,389−1.2% | 減碼 |
| Atlantic Union Bankshares Corp | 118,864 | $2,022 萬 | 1.87% | −399−0.3% | 減碼 |
| DuPont Capital Management Corp | 118,691 | $2,019 萬 | 1.76% | −19,795−14.3% | 減碼 |
| Penobscot Investment Management Company, Inc. | 118,375 | $2,014 萬 | 2.36% | +4,047+3.5% | 加碼 |
| Metropolitan Life Insurance Co | 117,677 | $2,002 萬 | 0.94% | −2,561−2.1% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 117,084 | $1,992 萬 | 1.90% | +22,992+24.4% | 加碼 |
| Northwest & Ethical Investments L.P. | 117,046 | $1,991 萬 | 0.61% | −12,025−9.3% | 減碼 |
| Birch Hill Investment Advisors LLC | 116,480 | $1,981 萬 | 1.05% | −4,340−3.6% | 減碼 |
| Stillwater Capital Advisors, LLC | 115,623 | $1,967 萬 | 3.15% | −443−0.4% | 減碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 115,573 | $1,966 萬 | 0.60% | −382−0.3% | 減碼 |
| Quantinno Capital Management LP | 115,530 | $1,965 萬 | 0.69% | +14,735+14.6% | 加碼 |
| Gillespie Robinson & Grimm Inc | 114,875 | $1,954 萬 | 1.75% | +11,480+11.1% | 加碼 |
| Norinchukin Bank, The | 114,794 | $1,953 萬 | 0.46% | −12,055−9.5% | 減碼 |
| Mesirow Financial Investment Management, Inc. | 300,089 | $1,950 萬 | 0.71% | +300,089 | 新進 |
| Courant Investment Management LLC | 114,592 | $1,949 萬 | 18.94% | 00.0% | 不變 |
| Davy Global Fund Management Ltd | 113,786 | $1,935 萬 | 2.28% | +65,934+137.8% | 加碼 |
| Forbes J M & Co LLP | 113,607 | $1,932 萬 | 2.25% | +895+0.8% | 加碼 |
| Drexel Morgan & Co. | 113,464 | $1,930 萬 | 4.46% | +514+0.5% | 加碼 |
| Verde Servicos Internacionais S.A. | 113,167 | $1,925 萬 | 7.69% | −6,926−5.8% | 減碼 |
| Lincoln National Corp | 113,003 | $1,922 萬 | 0.34% | +4,405+4.1% | 加碼 |
| Adell Harriman & Carpenter Inc | 112,984 | $1,922 萬 | 1.78% | +516+0.5% | 加碼 |
| Linscomb & Williams, Inc. | 112,817 | $1,919 萬 | 1.06% | −6,967−5.8% | 減碼 |
| Washington Trust Bank | 112,445 | $1,913 萬 | 1.69% | +1,457+1.3% | 加碼 |
| Roberts Wealth Advisors, LLC | 37,067 | $1,894 萬 | 3.09% | −310−0.8% | 減碼 |
| First Citizens Bank & Trust Co | 111,037 | $1,889 萬 | 0.34% | +9,118+8.9% | 加碼 |
| Dearborn Partners LLC | 110,990 | $1,888 萬 | 0.69% | −125−0.1% | 減碼 |
| Sonora Investment Management Group, LLC | 110,902 | $1,886 萬 | 1.53% | +4,009+3.8% | 加碼 |
| J.P. Marvel Investment Advisors, LLC | 110,766 | $1,884 萬 | 3.73% | −395−0.4% | 減碼 |
| Beach Investment Counsel Inc | 109,866 | $1,869 萬 | 2.31% | −1,186−1.1% | 減碼 |
| Motco | 109,451 | $1,862 萬 | 1.19% | −7,791−6.6% | 減碼 |
| Texas Yale Capital Corp. | 109,309 | $1,859 萬 | 0.89% | −133−0.1% | 減碼 |
| Shelton Capital Management | 108,765 | $1,850 萬 | 0.59% | −2,479−2.2% | 減碼 |
| Core Alternative Capital | 108,538 | $1,846 萬 | 3.16% | −39,287−26.6% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 108,480 | $1,845 萬 | 0.83% | +12,238+12.7% | 加碼 |
| Banque Cantonale Vaudoise | 108,297 | $1,842 萬 | 0.80% | +110.0% | 加碼 |
| Hi-Line Capital Management, LLC | 108,176 | $1,840 萬 | 7.13% | −10,295−8.7% | 減碼 |
| Grassi Investment Management | 108,047 | $1,838 萬 | 1.93% | −497−0.5% | 減碼 |
| Guardian Capital Advisors LP | 106,730 | $1,836 萬 | 1.91% | −6,759−6.0% | 減碼 |
| Congress Asset Management Co | 107,103 | $1,822 萬 | 0.14% | −4,964−4.4% | 減碼 |
| Canandaigua National Bank & Trust Co | 106,985 | $1,820 萬 | 2.81% | −2,947−2.7% | 減碼 |
| Willis Investment Counsel | 106,980 | $1,820 萬 | 1.28% | −200−0.2% | 減碼 |
| SS&H Financial Advisors, Inc. | 106,886 | $1,818 萬 | 7.71% | −10.0% | 減碼 |
| Cabot Wealth Management Inc | 106,592 | $1,813 萬 | 2.52% | −2,000−1.8% | 減碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 106,581 | $1,813 萬 | 2.35% | −100−0.1% | 減碼 |
| TCG Advisory Services, LLC | 106,437 | $1,810 萬 | 1.26% | +77,506+267.9% | 加碼 |
| Spire Wealth Management | 106,304 | $1,810 萬 | 0.62% | +6,591+6.6% | 加碼 |
| Advisors Asset Management, Inc. | 106,308 | $1,808 萬 | 0.37% | −52,904−33.2% | 減碼 |
| Webster Bank, N. A. | 106,159 | $1,806 萬 | 2.21% | +1,471+1.4% | 加碼 |
| JGP Wealth Management, LLC | 105,682 | $1,798 萬 | 2.67% | +1,177+1.1% | 加碼 |
| Colonial Trust Advisors | 105,622 | $1,797 萬 | 1.91% | −1,541−1.4% | 減碼 |
| Kingsview Wealth Management, LLC | 105,591 | $1,796 萬 | 0.54% | −2,513−2.3% | 減碼 |
| First American Trust, FSB | 105,004 | $1,786 萬 | 2.21% | +4,215+4.2% | 加碼 |
| Rothschild Capital Partners, LLC | 104,181 | $1,772 萬 | 5.58% | +1,034+1.0% | 加碼 |
| Fiduciary Alliance LLC | 103,981 | $1,769 萬 | 3.48% | +206+0.2% | 加碼 |
| United Bank | 103,597 | $1,762 萬 | 2.21% | +251+0.2% | 加碼 |
| Mutual Advisors, LLC | 103,527 | $1,761 萬 | 0.61% | +12,266+13.4% | 加碼 |
| Nan Shan Life Insurance Co., Ltd. | 103,193 | $1,755 萬 | 0.42% | −59,090−36.4% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 102,995 | $1,752 萬 | 1.23% | +1,096+1.1% | 加碼 |
| Empirical Finance, LLC | 102,877 | $1,750 萬 | 1.22% | +520+0.5% | 加碼 |
| Transform Wealth, LLC | 102,709 | $1,747 萬 | 1.70% | −285−0.3% | 減碼 |
| Dana Investment Advisors, Inc. | 102,580 | $1,745 萬 | 0.84% | +51,810+102.0% | 加碼 |
| Freestone Capital Holdings, LLC | 102,533 | $1,744 萬 | 0.79% | +1,050+1.0% | 加碼 |
| Fred Alger Management, LLC | 102,484 | $1,743 萬 | 0.09% | −10,091−9.0% | 減碼 |
| Capital Group Investment Management Pte. Ltd. | 102,406 | $1,742 萬 | 1.83% | −93,868−47.8% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 102,238 | $1,739 萬 | 0.83% | −671−0.7% | 減碼 |
| Bragg Financial Advisors, Inc | 102,183 | $1,738 萬 | 0.83% | −1,448−1.4% | 減碼 |
| Perfromance Wealth Partners, LLC | 102,181 | $1,738 萬 | 0.76% | +537+0.5% | 加碼 |
| Trust Co of Virginia | 102,120 | $1,737 萬 | 1.75% | −3,101−2.9% | 減碼 |
| Torray LLC | 101,820 | $1,732 萬 | 2.80% | −339−0.3% | 減碼 |
| Cullen Investment Group, Ltd. | 101,101 | $1,720 萬 | 3.01% | +101,101 | 新進 |
| Tritonpoint Wealth, LLC | 100,642 | $1,712 萬 | 1.67% | +100,642 | 新進 |
| Anderson Hoagland & Co | 101,622 | $1,707 萬 | 2.09% | −2,920−2.8% | 減碼 |
| Varma Mutual Pension Insurance Co | 100,300 | $1,706 萬 | 0.19% | +60,294+150.7% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 100,251 | $1,705 萬 | 0.34% | +9,401+10.3% | 加碼 |
| Ardevora Asset Management LLP | 99,857 | $1,699 萬 | 1.51% | −78,045−43.9% | 減碼 |
| CSM Advisors, LLC | 99,771 | $1,697 萬 | 1.22% | −1,738−1.7% | 減碼 |
| Thoroughbred Financial Services, LLC | 99,339 | $1,690 萬 | 1.36% | +3,516+3.7% | 加碼 |
| Fiduciary Group LLC | 99,234 | $1,688 萬 | 1.98% | −2,507−2.5% | 減碼 |
| Annex Advisory Services, LLC | 98,854 | $1,682 萬 | 0.70% | +7,380+8.1% | 加碼 |
| MainStreet Investment Advisors LLC | 98,030 | $1,667 萬 | 1.89% | −6,260−6.0% | 減碼 |
| Yarbrough Capital, LLC | 97,875 | $1,665 萬 | 0.87% | 00.0% | 不變 |
| Jupiter Asset Management Ltd | 97,410 | $1,657 萬 | 0.16% | −60,850−38.4% | 減碼 |
| HRT Financial LP | 97,350 | $1,656 萬 | 0.12% | +42,213+76.6% | 加碼 |
| Ledyard National Bank | 96,967 | $1,649 萬 | 1.70% | +1,913+2.0% | 加碼 |
| United Asset Strategies, Inc. | 96,598 | $1,643 萬 | 1.85% | −2,496−2.5% | 減碼 |
| Dynamic Advisor Solutions LLC | 95,291 | $1,642 萬 | 0.61% | +24,353+34.3% | 加碼 |
| JB Capital LLC | 96,276 | $1,638 萬 | 1.21% | +9,538+11.0% | 加碼 |
| Sawtooth Solutions, LLC | 96,146 | $1,635 萬 | 0.45% | +2,537+2.7% | 加碼 |
| Artemis Investment Management LLP | 96,107 | $1,635 萬 | 0.24% | −4,399−4.4% | 減碼 |
| Wedbush Securities Inc | 96,106 | $1,635 萬 | 0.72% | −1,839−1.9% | 減碼 |
| CCM Investment Advisers LLC | 96,096 | $1,635 萬 | 2.01% | +3,242+3.5% | 加碼 |
| Pallas Capital Advisors LLC | 95,521 | $1,625 萬 | 0.86% | +3,083+3.3% | 加碼 |