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。
2022 年第 1 季 13F 持有人
JPMorgan Chase & Co 在 2022/3/31 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
- 3,519
- 較 2021 年第 4 季 −26 家
- 持有股數
- 20.5 億
- 較 2021 年第 4 季 −3,943 萬 (−1.9%)
- 總市值
- $2,789 億
- 較 2021 年第 4 季 −$509.9 億 (−15.5%)
- 新進機構
- 153
- 另有 1,774 家加碼
- 清倉機構
- 179
- 另有 1,275 家減碼
另有 50 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 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 |
2022 年第 1 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 2021 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Michael B. Yongue | 6,967 | $95.0 萬 | 0.69% | 00.0% | 不變 |
| Affiance Financial, LLC | 6,979 | $95.1 萬 | 0.46% | 00.0% | 不變 |
| Marks Group Wealth Management, Inc | 6,994 | $95.3 萬 | 0.12% | +1,109+18.8% | 加碼 |
| Geller Advisors LLC | 7,000 | $95.4 萬 | 0.18% | +2,516+56.1% | 加碼 |
| West Bancorporation Inc | 7,004 | $95.5 萬 | 0.59% | +3,253+86.7% | 加碼 |
| HYA Advisors, Inc | 7,010 | $95.6 萬 | 0.33% | +2,296+48.7% | 加碼 |
| Maven Securities LTD | 7,019 | $95.7 萬 | 0.20% | −4,246−37.7% | 減碼 |
| Ignite Planners, LLC | 7,550 | $95.8 萬 | 0.64% | +270+3.7% | 加碼 |
| Cerro Pacific Wealth Advisors LLC | 7,052 | $96.1 萬 | 0.59% | +529+8.1% | 加碼 |
| Profit Investment Management, LLC | 7,072 | $96.3 萬 | 0.59% | +288+4.2% | 加碼 |
| Cambridge Advisors Inc. | 7,066 | $96.3 萬 | 0.23% | +434+6.5% | 加碼 |
| Syntal Capital Partners, LLC | 7,072 | $96.4 萬 | 0.38% | +289+4.3% | 加碼 |
| Denali Advisors LLC | 7,100 | $96.8 萬 | 0.37% | +800+12.7% | 加碼 |
| Objective Capital Management, LLC | 7,108 | $96.9 萬 | 0.74% | −153−2.1% | 減碼 |
| Sippican Capital Advisors | 7,114 | $97.0 萬 | 0.81% | −101−1.4% | 減碼 |
| Atlas Capital Advisors LLC | 7,117 | $97.0 萬 | 0.15% | −200−2.7% | 減碼 |
| Clear Street Markets LLC | 7,122 | $97.1 萬 | 0.29% | −50,478−87.6% | 減碼 |
| Asset Allocation & Management Company, LLC | 7,129 | $97.2 萬 | 0.35% | 00.0% | 不變 |
| Householder Group Estate & Retirement Specialist, LLC | 7,132 | $97.2 萬 | 0.39% | +9+0.1% | 加碼 |
| Crumly & Associates Inc. | 7,133 | $97.2 萬 | 0.36% | +321+4.7% | 加碼 |
| Column Capital Advisors, LLC | 7,143 | $97.4 萬 | 0.18% | −71−1.0% | 減碼 |
| Vienna Asset Management LLC | 7,147 | $97.4 萬 | 1.35% | +3,552+98.8% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 7,153 | $97.5 萬 | 0.00% | −6,361−47.1% | 減碼 |
| Tobam | 7,161 | $97.6 萬 | 0.05% | +4,169+139.3% | 加碼 |
| L & S Advisors Inc | 7,165 | $97.7 萬 | 0.12% | −34,197−82.7% | 減碼 |
| Covenant Partners, LLC | 7,164 | $97.7 萬 | 0.39% | −2,673−27.2% | 減碼 |
| Alta Wealth Advisors LLC | 7,185 | $97.9 萬 | 0.58% | +481+7.2% | 加碼 |
| Berkeley Capital Partners, LLC | 7,192 | $98.0 萬 | 0.39% | +2,635+57.8% | 加碼 |
| Triumph Capital Management | 7,197 | $98.1 萬 | 0.42% | +674+10.3% | 加碼 |
| Focused Wealth Management, Inc | 7,209 | $98.3 萬 | 0.16% | −357−4.7% | 減碼 |
| Signet Financial Management, LLC | 7,214 | $98.3 萬 | 0.16% | +31+0.4% | 加碼 |
| River & Mercantile Investments Ltd | 7,222 | $98.4 萬 | 0.22% | +7,222 | 新進 |
| Cubic Asset Management, LLC | 7,231 | $98.6 萬 | 0.23% | +1,251+20.9% | 加碼 |
| Landaas & Co | 6,254 | $99.1 萬 | 0.53% | 00.0% | 不變 |
| Purus Wealth Management, LLC | 7,282 | $99.3 萬 | 0.69% | −113−1.5% | 減碼 |
| Reitz Capital Advisors LLC | 7,302 | $99.5 萬 | 0.72% | −550−7.0% | 減碼 |
| Plancorp, LLC | 7,318 | $99.8 萬 | 0.06% | −539−6.9% | 減碼 |
| Hall Laurie J Trustee | 7,320 | $99.8 萬 | 0.38% | −325−4.3% | 減碼 |
| Armbruster Capital Management, Inc. | 7,318 | $99.8 萬 | 0.24% | −114−1.5% | 減碼 |
| First National Bank Sioux Falls | 7,356 | $100.3 萬 | 1.05% | +96+1.3% | 加碼 |
| Doheny Asset Management | 7,405 | $100.9 萬 | 0.74% | +50+0.7% | 加碼 |
| Northwest Wealth Management, LLC | 7,401 | $100.9 萬 | 0.49% | +516+7.5% | 加碼 |
| Bigelow Investment Advisors, LLC | 7,402 | $100.9 萬 | 0.47% | +516+7.5% | 加碼 |
| Ategra Capital Management, LLC | 7,416 | $101.1 萬 | 0.46% | −1,435−16.2% | 減碼 |
| Peterson Wealth Management | 7,436 | $101.4 萬 | 0.68% | −4,283−36.5% | 減碼 |
| M. Kraus & Co | 7,438 | $101.4 萬 | 0.34% | −8−0.1% | 減碼 |
| Hotaling Investment Management, LLC | 7,453 | $101.6 萬 | 0.39% | +129+1.8% | 加碼 |
| Summit Financial Wealth Advisors, LLC | 7,477 | $101.9 萬 | 0.21% | −666−8.2% | 減碼 |
| HMS Capital Management, LLC | 7,472 | $101.9 萬 | 0.47% | +217+3.0% | 加碼 |
| Proffitt & Goodson Inc | 7,472 | $101.9 萬 | 0.18% | +310+4.3% | 加碼 |
| Brookfield Asset Management Inc. | 7,476 | $101.9 萬 | 0.00% | +413+5.8% | 加碼 |
| High Falls Advisors, Inc | 7,493 | $102.1 萬 | 0.27% | +45+0.6% | 加碼 |
| ASB Consultores, LLC | 7,498 | $102.2 萬 | 0.43% | −215−2.8% | 減碼 |
| Caz Investments LP | 7,500 | $102.2 萬 | 1.60% | 00.0% | 不變 |
| IFG Advisors, LLC | 7,498 | $102.2 萬 | 0.45% | +112+1.5% | 加碼 |
| Halbert Hargrove Global Advisors, LLC | 7,499 | $102.2 萬 | 0.07% | +180+2.5% | 加碼 |
| Apella Capital, LLC | 7,498 | $102.2 萬 | 0.14% | +1,041+16.1% | 加碼 |
| Lumina Fund Management LLC | 7,500 | $102.2 萬 | 0.41% | +7,500 | 新進 |
| Signature Estate & Investment Advisors LLC | 7,503 | $102.3 萬 | 0.05% | −245,062−97.0% | 減碼 |
| L2 Asset Management, LLC | 7,505 | $102.3 萬 | 0.64% | +892+13.5% | 加碼 |
| Carmichael Hill & Associates, Inc. | 7,521 | $102.5 萬 | 0.52% | +52+0.7% | 加碼 |
| Navalign, LLC | 8,470 | $102.8 萬 | 0.43% | +278+3.4% | 加碼 |
| Aspireon Wealth Advisors | 7,541 | $102.8 萬 | 0.38% | 00.0% | 不變 |
| Founders Financial Securities LLC | 7,549 | $102.9 萬 | 0.18% | −760−9.1% | 減碼 |
| Colonial River Wealth Management, LLC | 7,551 | $102.9 萬 | 0.59% | +1,444+23.6% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 7,591 | $103.5 萬 | 0.24% | −18,093−70.4% | 減碼 |
| CVA Family Office, LLC | 7,614 | $103.8 萬 | 0.25% | −374−4.7% | 減碼 |
| Physicians Financial Services, Inc. | 7,627 | $104.0 萬 | 0.40% | −30−0.4% | 減碼 |
| Alhambra Investment Partners LLC | 7,656 | $104.4 萬 | 0.69% | +253+3.4% | 加碼 |
| TLWM | 7,682 | $104.5 萬 | 0.36% | +501+7.0% | 加碼 |
| Fox Run Management, L.L.C. | 7,667 | $104.5 萬 | 0.58% | +3,214+72.2% | 加碼 |
| AlphaCore Capital LLC | 7,664 | $104.5 萬 | 0.41% | +5,716+293.4% | 加碼 |
| Relyea Zuckerberg Hanson LLC | 8,216 | $104.6 萬 | 0.34% | −658−7.4% | 減碼 |
| BlueCrest Capital Management Ltd | 7,689 | $104.8 萬 | 0.09% | +7,689 | 新進 |
| Central Asset Investments & Management Holdings (HK) Ltd | 7,706 | $105.0 萬 | 1.03% | −18,400−70.5% | 減碼 |
| Dixon Fnancial Services, Inc. | 7,699 | $105.0 萬 | 0.80% | +25+0.3% | 加碼 |
| Rock Creek Group, LP | 7,700 | $105.0 萬 | 0.14% | +2,828+58.0% | 加碼 |
| Bramshill Investments, LLC | 7,713 | $105.1 萬 | 0.15% | +2,229+40.6% | 加碼 |
| Ami Asset Management Corp | 7,716 | $105.2 萬 | 0.05% | +1,272+19.7% | 加碼 |
| Port Capital LLC | 7,726 | $105.3 萬 | 0.07% | −2,007−20.6% | 減碼 |
| Alethea Capital Management, LLC | 7,749 | $105.6 萬 | 0.96% | +4,499+138.4% | 加碼 |
| QP Wealth Management, LLC | 7,757 | $105.7 萬 | 1.18% | +57+0.7% | 加碼 |
| Atwood & Palmer Inc | 7,761 | $105.8 萬 | 0.09% | −250−3.1% | 減碼 |
| Corsicana & Co. | 7,765 | $105.9 萬 | 0.69% | +225+3.0% | 加碼 |
| Andrew Hill Investment Advisors, Inc. | 7,802 | $106.3 萬 | 1.18% | −20,806−72.7% | 減碼 |
| Renaissance Group LLC | 7,804 | $106.4 萬 | 0.05% | +144+1.9% | 加碼 |
| Raleigh Capital Management Inc. | 7,813 | $106.5 萬 | 0.58% | +1,814+30.2% | 加碼 |
| Menard Financial Group LLC | 7,830 | $106.7 萬 | 1.05% | −643−7.6% | 減碼 |
| Pflug Koory, LLC | 7,830 | $106.7 萬 | 0.54% | 00.0% | 不變 |
| Carolinas Wealth Consulting LLC | 7,849 | $107.0 萬 | 0.24% | −241−3.0% | 減碼 |
| Ironwood Investment Management LLC | 7,848 | $107.0 萬 | 0.58% | 00.0% | 不變 |
| O'Brien Greene & Co. Inc | 7,882 | $107.5 萬 | 0.35% | −9−0.1% | 減碼 |
| Garrison Point Advisors, LLC | 7,902 | $107.7 萬 | 0.75% | −25−0.3% | 減碼 |
| SignalPoint Asset Management, LLC | 7,902 | $107.7 萬 | 0.34% | +920+13.2% | 加碼 |
| Cardiff Park Advisors, LLC | 7,906 | $107.8 萬 | 0.15% | +828+11.7% | 加碼 |
| Clearview Wealth Advisors LLC | 7,921 | $108.0 萬 | 0.71% | −322−3.9% | 減碼 |
| Viewpoint Capital Management LLC | 7,930 | $108.1 萬 | 0.83% | 00.0% | 不變 |
| Capital Management Associates | 7,928 | $108.1 萬 | 1.16% | +1,493+23.2% | 加碼 |
| LBMC Investment Advisors, LLC | 7,941 | $108.3 萬 | 0.10% | −76−0.9% | 減碼 |
| GoodHaven Capital Management, LLC | 8,000 | $109.1 萬 | 0.65% | 00.0% | 不變 |