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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。

其他股別AMJBVYLDJPM.PCJPM.PDJPM.PJJPM.PKJPM.PLJPM.PM

2022 年第 1 季與 2021 年第 4 季比較

持有 JPMorgan Chase & Co 的機構從 2021 年第 4 季到 2022 年第 1 季的變化。

2022 年第 1 季全部持有人2021 年第 4 季全部持有人

JPM 的 13F 持有人：2021 年第 4 季與 2022 年第 1 季比較
項目2021 年第 4 季其中尚未申報 2022 年第 1 季2022 年第 1 季變化
持有家數3,595503,519−26
股數20.9 億119.9 萬20.5 億−3,943 萬 (−1.9%)
市值$3,301 億$1.91 億$2,789 億−$509.9 億 (−15.5%)

50 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 季：沒申報不算清倉，所以變化不計入它們。

新進機構（153 家）

2022 年第 1 季季末持有 JPMorgan Chase & Co、2021 年第 4 季季末沒有持有的機構。

依市值列出前 100 家，共 153 家。

2022 年第 1 季新進 JPM 的機構
機構股數市值佔組合 %
Ceredex Value Advisors LLC773,295$1.05 億1.27%
Amalgamated Financial Corp.746,047$1.02 億0.81%
Prana Capital Management, LP499,824$6,814 萬5.43%
Abeille Asset Management SA495,702$6,757 萬1.93%
Two Sigma Advisers, LP379,700$5,176 萬0.14%
Senvest Management, LLC280,000$3,817 萬1.10%
Deprince Race & Zollo Inc256,250$3,493 萬0.68%
Simplex Trading, LLC237,704$3,240 萬1.03%
LMCG Investments, LLC203,512$2,774 萬1.61%
Cinctive Capital Management LP177,498$2,420 萬1.09%
Trexquant Investment LP175,235$2,389 萬1.12%
Armistice Capital, LLC150,000$2,045 萬0.58%
Atria Wealth Solutions, Inc.144,833$1,974 萬0.33%
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.124,021$1,691 萬7.35%
Alley Investment Management Company, LLC123,120$1,678 萬2.77%
Viking Global Investors LP大師維京全球投資119,706$1,632 萬0.07%
CTC LLC118,723$1,618 萬0.30%
Quadrature Capital Ltd104,528$1,425 萬0.57%
SS&H Financial Advisors, Inc.103,317$1,408 萬5.50%
Clear Street LLC100,068$1,364 萬3.57%
Parallax Volatility Advisers, L.P.91,507$1,247 萬0.29%
Cyrus J. Lawrence, LLC86,264$1,176 萬2.69%
Interval Partners, LP80,993$1,104 萬0.83%
Allen Mooney & Barnes Investment Advisors LLC73,540$1,003 萬2.22%
Walter Public Investments Inc.78,929$976.8 萬3.30%
Motley Fool Asset Management LLC71,067$968.8 萬0.71%
First Western Trust Bank60,263$846.9 萬0.44%
Wilson Asset Management (International) Pty Ltd60,837$829.3 萬2.07%
Banco BTG Pactual S.A.60,000$817.9 萬4.28%
Edgar Lomax Co59,775$814.9 萬0.48%
Power Corp of Canada57,292$781.0 萬0.65%
McDonald Partners LLC54,664$745.2 萬1.63%
Eudaimonia Partners, LLC54,588$744.1 萬1.27%
Wealth Advisory Solutions, LLC53,967$735.7 萬1.53%
Point72 Asset Management, L.P.48,804$665.3 萬0.03%
Crestline Management, LP48,163$656.6 萬0.83%
Holocene Advisors, LP47,568$648.4 萬0.03%
Pariax, LLC43,471$592.6 萬5.64%
WealthPlan Investment Management, LLC49,300$588.5 萬0.41%
Global Retirement Partners, LLC46,568$588.4 萬0.46%
Sitrin Capital Management LLC39,451$537.8 萬2.70%
M Holdings Securities, Inc.39,038$532.2 萬0.40%
HPC Germany GmbH & Co. KG38,124$519.7 萬3.42%
Meeder Asset Management Inc38,038$518.5 萬0.25%
Blueshift Asset Management, LLC36,371$495.8 萬0.45%
Integrity Advisory, LLC36,270$494.4 萬4.85%
Group One Trading, L.P.33,874$461.8 萬0.10%
Country Club Bank32,475$456.4 萬0.40%
Hickory Lane Capital Management LP32,000$436.2 萬3.29%
Twinbeech Capital LP28,899$394.0 萬0.17%
Athena Investment Management27,669$377.0 萬2.92%
Reynolds Investment Management, Inc.26,283$358.3 萬1.06%
IMC-Chicago, LLC25,688$350.2 萬0.17%
ICA Group Wealth Management, LLC26,324$341.5 萬0.65%
Fund Management at Engine No. 1 LLC25,019$341.1 萬0.86%
Sawgrass Asset Management LLC22,356$304.8 萬0.32%
Walleye Trading LLC21,988$299.7 萬0.06%
Centre Asset Management, LLC21,805$297.2 萬0.94%
Wolverine Asset Management LLC21,526$293.4 萬0.04%
DeDora Capital, Inc.17,945$244.6 萬0.99%
Point72 Hong Kong Ltd17,016$232.0 萬0.21%
Verus Capital Partners, LLC17,271$220.1 萬0.34%
Madden Securities Corp15,520$211.6 萬0.95%
Waycross Partners, LLC14,584$198.8 萬1.16%
Ledge Wealth Management, Inc.14,569$198.6 萬1.23%
MCF Advisors LLC13,733$187.2 萬0.18%
Natixis Investment Managers International13,605$185.4 萬0.03%
World Equity Group, Inc.13,128$179.0 萬0.39%
Nvest Financial, LLC12,947$176.5 萬1.45%
Solidarilty Wealth, LLC12,751$167.2 萬0.94%
HAP Trading, LLC12,207$166.4 萬0.19%
Granby Capital Management, LLC12,000$163.6 萬1.40%
Caldwell Investment Management Ltd.11,460$160.8 萬1.27%
Teza Capital Management LLC11,478$156.5 萬0.59%
Heritage Wealth Management, LLC11,455$156.1 萬0.42%
GoalVest Advisory LLC11,451$156.1 萬0.88%
L.M. Kohn & Company11,270$153.7 萬0.59%
HBK Investments L P11,152$152.0 萬0.03%
Hazlett, Burt & Watson, Inc.10,991$150.0 萬1.19%
Occudo Quantitative Strategies LP9,487$129.3 萬0.11%
MBL Wealth, LLC9,435$128.6 萬0.31%
Gyon Technologies Capital Management, LP8,965$122.2 萬0.86%
My Legacy Advisors, LLC8,649$117.9 萬0.55%
Taconic Capital Advisors LP8,500$115.9 萬0.04%
BlueCrest Capital Management Ltd7,689$104.8 萬0.09%
Lumina Fund Management LLC7,500$102.2 萬0.41%
River & Mercantile Investments Ltd7,222$98.4 萬0.22%
Gateway Advisory, LLC6,574$89.6 萬0.24%
KLK Capital Management LLC6,315$86.1 萬0.87%
Leith Wheeler Investment Counsel Ltd.6,129$83.6 萬0.12%
GenTrust, LLC6,118$83.4 萬0.06%
BFT Financial Group, LLC5,883$80.2 萬0.13%
Round Rock Advisors, LLC5,667$77.3 萬0.31%
Forum Private Client Group LLC5,445$74.2 萬0.58%
Paladin Advisory Group, LLC5,093$68.9 萬0.56%
Narus Financial Partners, LLC4,702$64.1 萬0.36%
Angeles Wealth Management, LLC4,639$63.2 萬0.12%
Financial Sense Advisors, Inc.4,112$56.1 萬0.21%
Allie Family Office LLC3,850$52.5 萬0.40%
Silver Oak Securities, Inc3,853$51.4 萬0.10%

清倉機構（179 家）

2021 年第 4 季季末持有 JPMorgan Chase & Co、2022 年第 1 季有申報但已經沒有持有的機構。

依市值列出前 100 家，共 179 家。

2022 年第 1 季清倉 JPM 的機構
機構2021 年第 4 季股數2021 年第 4 季市值
GQG Partners LLC5,095,612$8.07 億
Artemis Investment Management LLP980,310$1.55 億
Sculptor Capital LP716,892$1.14 億
Focused Investors LLC479,800$7,598 萬
Osterweis Capital Management Inc328,211$5,197 萬
Advisors Asset Management, Inc.328,023$5,194 萬
Qube Research & Technologies Ltd322,724$5,110 萬
Main Street Research LLC193,196$3,059 萬
HRT Financial LP190,637$3,019 萬
Exane Asset Management167,254$2,648 萬
Gillson Capital LP130,342$2,064 萬
Waratah Capital Advisors Ltd.113,402$1,796 萬
Myriad Asset Management Ltd.107,055$1,695 萬
Wallington Asset Management, LLC100,237$1,587 萬
Guardian Point Capital, LP100,000$1,584 萬
Discovery Capital Management, LLC86,300$1,367 萬
Prospector Partners LLC84,800$1,343 萬
Tudor Investment Corp Et Al74,549$1,181 萬
Picton Mahoney Asset Management73,110$1,158 萬
Nicholas Investment Partners, LP51,000$807.6 萬
Hudson Bay Capital Management LP50,000$791.8 萬
Loews Corp45,000$712.6 萬
Bedell Frazier Investment Counseling, LLC43,976$696.4 萬
AMJ Financial Wealth Management43,381$686.9 萬
Pensionfund DSM Netherlands42,500$673.0 萬
Castleark Management LLC38,070$602.8 萬
Contravisory Investment Management, Inc.35,659$564.7 萬
Horizon Investment Services, LLC31,125$492.9 萬
Reliant Investment Management, LLC30,285$479.6 萬
Cna Financial Corp30,000$475.1 萬
Leuthold Group, LLC29,093$460.7 萬
Morgan Jess S & Co Inc28,972$458.8 萬
Nicollet Investment Management, Inc.25,719$407.3 萬
Magnetar Financial LLC25,367$401.7 萬
Duality Advisers, LP25,323$401.0 萬
Dynamic Technology Lab Private Ltd22,265$352.6 萬
International Assets Investment Management, LLC22,176$351.2 萬
Braun-Bostich & Associates Inc.22,847$343.4 萬
Silicon Valley Community Foundation20,905$331.0 萬
Northstar Advisory Group, LLC20,421$323.4 萬
Engine No. 1 LLC20,250$320.7 萬
Hancock Whitney Investment Services Inc.19,718$313.4 萬
Aries Wealth Management16,795$265.9 萬
Aigen Investment Management, LP15,772$251.9 萬
Hendley & Co Inc14,671$232.3 萬
Ibex Wealth Advisors12,697$201.0 萬
First Quadrant L P11,772$186.4 萬
Deane Retirement Strategies, Inc.11,696$185.2 萬
Optimas Capital Ltd11,678$184.9 萬
Kiley Juergens Wealth Management, LLC10,383$164.4 萬
Colton Groome Financial Advisors, LLC10,005$158.4 萬
Helios Capital Management Pte. Ltd9,420$149.2 萬
Royal Harbor Partners, LLC9,227$146.1 萬
Cowen and Company, LLC9,176$145.3 萬
Capital Markets Trading UK LLP9,053$143.4 萬
Cutter & CO Brokerage, Inc.8,848$140.1 萬
Rockwood Wealth Management, LLC7,623$120.7 萬
Sirios Capital Management L P7,602$120.4 萬
FJ Capital Management LLC7,000$117.5 萬
Polar Asset Management Partners Inc.7,218$114.3 萬
Axiom Investment Management LLC7,040$111.5 萬
United Capital Management of KS, Inc.6,914$109.5 萬
Community Capital Management, Inc.8,700$103.1 萬
Investors Financial Group, LLC6,461$102.3 萬
BCS Wealth Management6,336$100.3 萬
Riverwater Partners LLC5,661$89.6 萬
Knowledge Leaders Capital, LLC5,285$83.7 萬
Black Swift Group, LLC5,189$82.2 萬
Geneva Partners, LLC4,965$78.6 萬
Odey Holdings Ltd4,942$78.3 萬
Del-Sette Capital Management, LLC4,727$74.9 萬
Empowered Funds, LLC4,505$71.4 萬
Primoris Wealth Advisors, LLC4,493$71.0 萬
Vahanian & Associates Financial Planning Inc.4,327$68.5 萬
Johnson Financial Group, LLC4,210$66.7 萬
Ratan Capital Management LP4,000$63.3 萬
Atom Investors LP3,991$63.2 萬
Marathon Capital Management3,902$61.8 萬
XR Securities LLC3,810$60.3 萬
First National Bank of Mount Dora, Trust Investment Services3,728$59.0 萬
Virtu Financial LLC3,639$57.6 萬
Quantamental Technologies LLC3,600$57.0 萬
Oxbow Advisors, LLC3,564$56.4 萬
O'Neil Global Advisors, Inc.3,560$56.4 萬
Mosaic Advisors LLC3,436$54.4 萬
Corbett Road Capital Management, LLC3,374$53.4 萬
Analyst IMS Investment Management Services Ltd.3,250$51.5 萬
LGL Partners, LLC3,197$50.6 萬
Cadinha & Co LLC2,969$47.0 萬
Standard Family Office LLC2,966$47.0 萬
FFT Wealth Management LLC2,931$46.4 萬
JFG Wealth Management, LLC2,730$43.2 萬
Robbins Farley LLC2,715$43.0 萬
Lazard Freres Gestion S.A.S.5,598$42.8 萬
All Season Financial Advisors, Inc.2,696$42.7 萬
Arkfeld Wealth Strategies, L.L.C.2,500$42.1 萬
Capital Wealth Alliance, LLC2,575$40.7 萬
Gsa Capital Partners LLP2,566$40.6 萬
NuWave Investment Management, LLC2,533$40.1 萬
Redhawk Wealth Advisors, Inc.2,513$39.8 萬

尚未申報 2022 年第 1 季的機構（50 家）

2021 年第 4 季季末持有 JPMorgan Chase & Co、還沒有申報 2022 年第 1 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2021 年第 4 季持有 JPM、尚未申報 2022 年第 1 季的機構
機構2021 年第 4 季股數2021 年第 4 季市值
Tdam USA Inc.152,031$2,407 萬
Reilly Financial Advisors, LLC142,084$2,250 萬
Alley Co LLC121,284$1,921 萬
Resource Management, LLC73,874$1,170 萬
Vantis Investment Advisers L.P.70,200$1,112 萬
First Midwest Bank Trust Division64,385$1,020 萬
Carroll Financial Associates, Inc.58,862$930.9 萬
Altavista Wealth Management, Inc.46,996$744.2 萬
Andra AP-fonden36,700$581.1 萬
Tradewinds, LLC.33,986$578.1 萬
Harbour Investments, Inc.34,251$542.4 萬
MRJ Capital Inc33,518$530.7 萬
Country Club Trust Company, n.a.30,657$485.8 萬
NEXT Financial Group, Inc27,555$436.4 萬
Johanson Financial Advisors, Inc.26,189$414.7 萬
Heritage Way Advisors, LLC22,211$351.7 萬
Quest Capital Management Inc19,362$306.6 萬
Pantheon Investment Group, LLC15,153$240.5 萬
JBJ Investment Partners, LLC14,400$228.0 萬
Markston International LLC13,640$216.0 萬
Finivi Inc.13,568$214.8 萬
Crescent Capital Consulting, LLC13,024$206.1 萬
6 Meridian12,784$202.4 萬
Doman Group, LLC12,578$199.2 萬
Peak Planning Group, LLC11,370$180.0 萬
Paradigm Financial Advisors, LLC10,589$167.7 萬
Clear Perspective Advisors, LLC10,254$162.4 萬
Alterity Financial Group, LLC10,047$159.1 萬
Delphi Management Inc9,311$147.4 萬
Ascension Asset Management LLC9,204$145.7 萬
Mission Financial Group, LLC2,870$92.5 萬
Evernest Financial Advisors, LLC4,839$84.7 萬
Mosaic Family Wealth, LLC4,741$75.1 萬
Grace Capital4,107$65.0 萬
Pineno Levin & Ford Asset Management, Inc.3,831$60.7 萬
Truehand, Inc3,247$51.4 萬
Arbor Wealth Management, LLC3,073$48.7 萬
Community Financial Services Group, LLC2,761$43.7 萬
Metatron Capital SICAV plc2,200$34.8 萬
Hayden Royal, LLC2,054$32.5 萬
Denver Wealth Management, Inc.1,995$31.6 萬
Windsor Creek Advisors, LLC1,884$30.8 萬
Vivid Financial Management, Inc.1,848$29.3 萬
Keeler & Nadler Financial Planning & Wealth Management1,796$28.4 萬
NexWave Capital Partners LLC1,610$25.5 萬
Weybosset Research & Management LLC1,465$23.2 萬
Biltmore Capital Advisors LLC1,457$23.1 萬
MD Financial Management Inc.1,366$21.6 萬
Bell Investment Advisors, Inc718$11.4 萬
Castle Financial & Retirement Planning Associates, Inc.671$10.5 萬