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 |
|---|---|---|---|---|---|
| First Financial Bank - Trust Division | 95,182 | $1,619 萬 | 1.65% | −745−0.8% | 減碼 |
| Wetherby Asset Management Inc | 95,054 | $1,617 萬 | 0.84% | −710−0.7% | 減碼 |
| Courier Capital LLC | 95,011 | $1,616 萬 | 1.23% | −302−0.3% | 減碼 |
| Picton Mahoney Asset Management | 94,859 | $1,613 萬 | 0.75% | +16,622+21.2% | 加碼 |
| Baxter Bros Inc | 94,705 | $1,611 萬 | 2.23% | −1,075−1.1% | 減碼 |
| Edge Wealth Management LLC | 94,470 | $1,607 萬 | 3.51% | −768−0.8% | 減碼 |
| Baldwin Brothers Inc | 94,366 | $1,605 萬 | 1.26% | +25,049+36.1% | 加碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 94,017 | $1,599 萬 | 1.74% | −899−0.9% | 減碼 |
| Vantage Investment Partners, LLC | 93,975 | $1,599 萬 | 1.59% | +787+0.8% | 加碼 |
| Assenagon Asset Management S.A. | 93,931 | $1,598 萬 | 0.05% | −1,608−1.7% | 減碼 |
| TD Private Client Wealth LLC | 93,793 | $1,595 萬 | 0.58% | +5,304+6.0% | 加碼 |
| Greenwood Gearhart Inc | 93,409 | $1,589 萬 | 1.69% | −1,142−1.2% | 減碼 |
| Westchester Capital Management, Inc. | 93,262 | $1,586 萬 | 4.27% | −1,325−1.4% | 減碼 |
| Trust Co of Toledo NA | 93,166 | $1,585 萬 | 2.73% | +5,734+6.6% | 加碼 |
| Rossmore Private Capital | 93,091 | $1,583 萬 | 2.24% | +340.0% | 加碼 |
| Cincinnati Casualty Co | 93,000 | $1,582 萬 | 9.28% | 00.0% | 不變 |
| Cincinnati Specialty Underwriters Insurance CO | 93,000 | $1,582 萬 | 5.24% | 00.0% | 不變 |
| Procyon Private Wealth Partners, LLC | 92,671 | $1,576 萬 | 1.34% | +10,066+12.2% | 加碼 |
| Peak Asset Management, LLC | 92,583 | $1,575 萬 | 3.47% | −1,325−1.4% | 減碼 |
| Verdence Capital Advisors LLC | 92,142 | $1,567 萬 | 1.52% | −12,047−11.6% | 減碼 |
| Harbour Trust & Investment Management Co | 92,124 | $1,567 萬 | 2.21% | +92,124 | 新進 |
| Talbot Financial, LLC | 92,120 | $1,567 萬 | 2.36% | +4,040+4.6% | 加碼 |
| Forum Financial Management, LP | 91,865 | $1,563 萬 | 0.29% | +2,496+2.8% | 加碼 |
| Sand Hill Global Advisors, LLC | 91,849 | $1,562 萬 | 0.75% | −324−0.4% | 減碼 |
| Kornitzer Capital Management Inc | 91,836 | $1,562 萬 | 0.30% | +770+0.8% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 91,508 | $1,557 萬 | 0.41% | −219−0.2% | 減碼 |
| Curi Capital | 91,296 | $1,553 萬 | 2.15% | −9,364−9.3% | 減碼 |
| Grimes & Company, Inc. | 91,243 | $1,552 萬 | 0.51% | +2,621+3.0% | 加碼 |
| Brown Brothers Harriman & Co | 91,150 | $1,550 萬 | 0.13% | −10,506−10.3% | 減碼 |
| Beese Fulmer Investment Management, Inc. | 90,716 | $1,543 萬 | 1.60% | +934+1.0% | 加碼 |
| GHP Investment Advisors, Inc. | 90,489 | $1,539 萬 | 0.83% | +684+0.8% | 加碼 |
| Telemus Capital, LLC | 90,484 | $1,539 萬 | 1.27% | +240.0% | 加碼 |
| Middleton & Co Inc | 90,315 | $1,536 萬 | 1.92% | −1,634−1.8% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 90,085 | $1,532 萬 | 1.18% | +6,180+7.4% | 加碼 |
| Cincinnati Financial Corp | 90,000 | $1,531 萬 | 0.34% | 00.0% | 不變 |
| Biondo Investment Advisors, LLC | 89,928 | $1,530 萬 | 2.60% | −1,418−1.6% | 減碼 |
| Overbrook Management Corp | 89,914 | $1,529 萬 | 3.09% | −1,033−1.1% | 減碼 |
| Leavell Investment Management, Inc. | 89,148 | $1,516 萬 | 0.96% | +1,036+1.2% | 加碼 |
| Woodley Farra Manion Portfolio Management Inc | 88,896 | $1,512 萬 | 0.90% | −1,754−1.9% | 減碼 |
| Novare Capital Management LLC | 88,871 | $1,512 萬 | 1.54% | +3,090+3.6% | 加碼 |
| CWA Asset Management Group, LLC | 88,626 | $1,508 萬 | 1.03% | +700+0.8% | 加碼 |
| Farmers Trust Co | 88,259 | $1,501 萬 | 3.13% | −12,077−12.0% | 減碼 |
| Stratos Wealth Advisors, LLC | 88,156 | $1,500 萬 | 0.86% | +8,180+10.2% | 加碼 |
| Thompson Siegel & Walmsley LLC | 87,554 | $1,489 萬 | 0.24% | −16,579−15.9% | 減碼 |
| Earnest Partners LLC | 87,357 | $1,486 萬 | 0.07% | −327−0.4% | 減碼 |
| We Are One Seven, LLC | 87,139 | $1,482 萬 | 0.86% | +6,059+7.5% | 加碼 |
| Montag A & Associates Inc | 86,933 | $1,479 萬 | 0.82% | −670−0.8% | 減碼 |
| Cohen Capital Management, Inc. | 86,553 | $1,472 萬 | 2.80% | 00.0% | 不變 |
| Lyell Wealth Management, LP | 86,483 | $1,471 萬 | 1.67% | +880+1.0% | 加碼 |
| Sowell Financial Services LLC | 86,315 | $1,468 萬 | 0.80% | −536−0.6% | 減碼 |
| Charter Trust Co | 86,201 | $1,466 萬 | 1.09% | −400.0% | 減碼 |
| Cape Cod Five Cents Savings Bank | 86,096 | $1,464 萬 | 1.49% | −87,896−50.5% | 減碼 |
| Bleakley Financial Group, LLC | 85,890 | $1,461 萬 | 0.46% | +1,430+1.7% | 加碼 |
| Hoylecohen, LLC | 85,883 | $1,461 萬 | 1.19% | −484−0.6% | 減碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 85,331 | $1,451 萬 | 2.76% | +811+1.0% | 加碼 |
| Grand Jean Capital Management Inc | 85,008 | $1,446 萬 | 4.32% | +1,565+1.9% | 加碼 |
| Bright Rock Capital Management, LLC | 85,000 | $1,446 萬 | 3.27% | 00.0% | 不變 |
| James Investment Research Inc | 84,394 | $1,436 萬 | 1.80% | −3,274−3.7% | 減碼 |
| Oak Harvest Investment Services | 84,249 | $1,433 萬 | 2.86% | −26,466−23.9% | 減碼 |
| Empowered Funds, LLC | 84,159 | $1,432 萬 | 0.36% | −16,019−16.0% | 減碼 |
| Palisade Asset Management, LLC | 84,044 | $1,430 萬 | 1.57% | +243+0.3% | 加碼 |
| Hudson Valley Investment Advisors Inc | 83,089 | $1,429 萬 | 1.96% | −3,700−4.3% | 減碼 |
| Tufton Capital Management | 83,981 | $1,429 萬 | 3.00% | −2,916−3.4% | 減碼 |
| Cannell Peter B & Co Inc | 83,796 | $1,425 萬 | 0.45% | +1,563+1.9% | 加碼 |
| Everence Capital Management Inc | 83,705 | $1,424 萬 | 1.02% | 00.0% | 不變 |
| Allworth Financial LP | 83,644 | $1,423 萬 | 0.11% | +855+1.0% | 加碼 |
| Nixon Peabody Trust Co | 83,499 | $1,420 萬 | 1.59% | +68,986+475.3% | 加碼 |
| Fort Sheridan Advisors LLC | 83,439 | $1,419 萬 | 2.83% | +2,701+3.3% | 加碼 |
| Kavar Capital Partners Group, LLC | 83,390 | $1,418 萬 | 1.58% | +42,542+104.1% | 加碼 |
| Rice Partnership, LLC | 83,331 | $1,417 萬 | 3.70% | +1,097+1.3% | 加碼 |
| Means Investment Co., Inc. | 83,247 | $1,416 萬 | 2.04% | −2,523−2.9% | 減碼 |
| Coldstream Capital Management Inc | 82,695 | $1,407 萬 | 0.39% | +2,634+3.3% | 加碼 |
| Transcend Wealth Collective, LLC | 82,581 | $1,405 萬 | 1.25% | +3,309+4.2% | 加碼 |
| Woodmont Investment Counsel LLC | 82,270 | $1,399 萬 | 1.31% | +849+1.0% | 加碼 |
| Foundations Investment Advisors, LLC | 80,487 | $1,398 萬 | 0.38% | +8,068+11.1% | 加碼 |
| Stockman Wealth Management, Inc. | 81,913 | $1,393 萬 | 2.78% | −156−0.2% | 減碼 |
| Haverford Financial Services, Inc. | 81,755 | $1,391 萬 | 4.17% | −126−0.2% | 減碼 |
| Vinva Investment Management Ltd | 81,483 | $1,388 萬 | 0.96% | +17,463+27.3% | 加碼 |
| CBOE Vest Financial, LLC | 81,514 | $1,387 萬 | 0.52% | +16,314+25.0% | 加碼 |
| Sumitomo Mitsui Financial Group, Inc. | 81,497 | $1,386 萬 | 0.44% | +5,541+7.3% | 加碼 |
| Community Bank, N.A. | 81,173 | $1,381 萬 | 1.80% | −1,316−1.6% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 80,906 | $1,376 萬 | 1.23% | +5,378+7.1% | 加碼 |
| Miramar Capital, LLC | 80,553 | $1,370 萬 | 3.57% | −17,966−18.2% | 減碼 |
| Integrated Advisors Network LLC | 80,505 | $1,369 萬 | 0.78% | −1,489−1.8% | 減碼 |
| Tompkins Financial Corp | 80,372 | $1,367 萬 | 1.66% | +5,690+7.6% | 加碼 |
| Pictet North America Advisors SA | 80,316 | $1,366 萬 | 1.77% | +897+1.1% | 加碼 |
| Burns J W & Co Inc | 80,183 | $1,364 萬 | 2.02% | −377−0.5% | 減碼 |
| Toroso Investments, LLC | 80,142 | $1,363 萬 | 0.33% | +6,260+8.5% | 加碼 |
| FourThought Financial Partners, LLC | 80,022 | $1,361 萬 | 1.71% | −1,062−1.3% | 減碼 |
| Matthew 25 Management Corp | 80,000 | $1,361 萬 | 4.76% | −5,000−5.9% | 減碼 |
| General American Investors Co Inc | 80,000 | $1,361 萬 | 1.12% | 00.0% | 不變 |
| Archon Partners LLC | 80,000 | $1,361 萬 | 1.88% | +2,000+2.6% | 加碼 |
| Baltimore-Washington Financial Advisors, Inc. | 79,886 | $1,359 萬 | 0.94% | +4,250+5.6% | 加碼 |
| Diversified Trust Co | 79,871 | $1,359 萬 | 0.46% | −4,482−5.3% | 減碼 |
| Valicenti Advisory Services Inc | 79,767 | $1,357 萬 | 4.12% | −124−0.2% | 減碼 |
| Motley Fool Asset Management LLC | 79,608 | $1,354 萬 | 1.01% | +3,967+5.2% | 加碼 |
| Chicago Partners Investment Group LLC | 78,785 | $1,343 萬 | 0.62% | −4,649−5.6% | 減碼 |
| Siemens Fonds Invest GmbH | 78,788 | $1,340 萬 | 1.09% | +7,077+9.9% | 加碼 |
| Circle Wealth Management, LLC | 78,570 | $1,336 萬 | 0.34% | +791+1.0% | 加碼 |
| GLOBALT Investments LLC | 77,997 | $1,327 萬 | 0.55% | +77,997 | 新進 |