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 |
|---|---|---|---|---|---|
| Enlightenment Research, LLC | 8,007 | $109.2 萬 | 1.45% | +6,707+515.9% | 加碼 |
| Meridian Financial Partners LLC | 8,017 | $109.3 萬 | 1.63% | +460+6.1% | 加碼 |
| New England Research & Management, Inc. | 8,060 | $109.9 萬 | 0.57% | +5,837+262.6% | 加碼 |
| Corundum Group, Inc. | 8,080 | $110.1 萬 | 1.02% | +3,306+69.3% | 加碼 |
| Masso Torrence Wealth Management Inc. | 8,092 | $110.3 萬 | 0.88% | +280+3.6% | 加碼 |
| Keeley-Teton Advisors, LLC | 8,103 | $110.5 萬 | 0.12% | −70−0.9% | 減碼 |
| Carson Advisory Inc. | 8,115 | $110.6 萬 | 1.10% | −96−1.2% | 減碼 |
| Fortress Wealth Group, LLC | 8,112 | $110.6 萬 | 0.85% | −14−0.2% | 減碼 |
| Sierra Capital LLC | 8,135 | $110.9 萬 | 0.18% | −367−4.3% | 減碼 |
| Bouchey Financial Group Ltd | 8,133 | $110.9 萬 | 0.15% | −240−2.9% | 減碼 |
| Drive Wealth Management, LLC | 8,147 | $111.1 萬 | 0.94% | +3,405+71.8% | 加碼 |
| Shaker Investments LLC | 8,171 | $111.4 萬 | 0.57% | +133+1.7% | 加碼 |
| Round Table Services, LLC | 8,196 | $111.7 萬 | 0.19% | +1,163+16.5% | 加碼 |
| Legacy Bridge, LLC | 8,198 | $111.8 萬 | 0.65% | 00.0% | 不變 |
| Richard P Slaughter Associates Inc | 8,213 | $111.9 萬 | 0.42% | +509+6.6% | 加碼 |
| Princeton Capital Management LLC | 8,218 | $112.0 萬 | 0.35% | +690+9.2% | 加碼 |
| Stephenson National Bank & Trust | 8,231 | $112.2 萬 | 0.67% | +122+1.5% | 加碼 |
| MEMBERS Trust Co | 8,253 | $112.5 萬 | 0.03% | −406−4.7% | 減碼 |
| W Advisors, LLC | 8,255 | $112.6 萬 | 0.85% | +384+4.9% | 加碼 |
| Asset Management Corp | 8,260 | $112.6 萬 | 0.69% | +635+8.3% | 加碼 |
| McElhenny Sheffield Capital Management, LLC | 8,270 | $112.7 萬 | 0.39% | −25−0.3% | 減碼 |
| Winfield Associates, Inc. | 8,284 | $112.9 萬 | 0.41% | −649−7.3% | 減碼 |
| Orca Investment Management, LLC | 8,283 | $112.9 萬 | 0.92% | −344−4.0% | 減碼 |
| Herbst Group, LLC | 8,280 | $112.9 萬 | 0.75% | +1,000+13.7% | 加碼 |
| ELCO Management Co., LLC | 8,288 | $113.0 萬 | 0.77% | +6+0.1% | 加碼 |
| New Century Advisors, LLC | 8,310 | $113.3 萬 | 0.96% | −10,815−56.5% | 減碼 |
| Searle & Co. | 8,311 | $113.3 萬 | 0.42% | +500+6.4% | 加碼 |
| Ti-Trust, Inc | 8,317 | $113.4 萬 | 1.03% | −130−1.5% | 減碼 |
| Veracity Capital LLC | 8,351 | $113.8 萬 | 0.47% | +1,468+21.3% | 加碼 |
| Keel Point, LLC | 8,362 | $114.0 萬 | 0.17% | −11−0.1% | 減碼 |
| Harvest Volatility Management LLC | 8,369 | $114.1 萬 | 0.13% | +5,196+163.8% | 加碼 |
| Foresight Wealth Management, LLC | 8,375 | $114.2 萬 | 0.46% | +1,871+28.8% | 加碼 |
| DSC Advisors, L.P. | 8,393 | $114.4 萬 | 0.92% | +5,266+168.4% | 加碼 |
| Hemenway Trust Co LLC | 8,404 | $114.6 萬 | 0.11% | 00.0% | 不變 |
| Mason & Associates Inc | 8,413 | $114.7 萬 | 0.35% | +2,813+50.2% | 加碼 |
| Jump Financial, LLC | 8,416 | $114.7 萬 | 0.05% | +4,112+95.5% | 加碼 |
| Personal Cfo Solutions, LLC | 8,420 | $114.8 萬 | 0.23% | +830+10.9% | 加碼 |
| SC&H Financial Advisors, Inc. | 8,433 | $115.0 萬 | 0.55% | −46−0.5% | 減碼 |
| Opus Capital Group, LLC | 8,436 | $115.0 萬 | 0.22% | −8−0.1% | 減碼 |
| Twin Focus Capital Partners, LLC | 8,466 | $115.4 萬 | 0.22% | +142+1.7% | 加碼 |
| Silicon Hills Wealth Management, LLC | 8,499 | $115.9 萬 | 0.74% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 8,504 | $115.9 萬 | 0.15% | +280+3.4% | 加碼 |
| Taconic Capital Advisors LP | 8,500 | $115.9 萬 | 0.04% | +8,500 | 新進 |
| Quent Capital, LLC | 8,506 | $116.0 萬 | 0.22% | −3,846−31.1% | 減碼 |
| First National Bank & Trust Co of Newtown | 8,510 | $116.0 萬 | 0.23% | +130+1.6% | 加碼 |
| Alps Advisors Inc | 8,520 | $116.1 萬 | 0.01% | −2,420−22.1% | 減碼 |
| Renasant Bank | 8,551 | $116.6 萬 | 0.78% | +2,008+30.7% | 加碼 |
| Sather Financial Group Inc | 8,566 | $116.8 萬 | 0.10% | +3,974+86.5% | 加碼 |
| Triad Financial Advisors, Inc. | 8,583 | $117.0 萬 | 0.63% | −909−9.6% | 減碼 |
| Defined Wealth Management, LLC | 8,586 | $117.0 萬 | 1.03% | 00.0% | 不變 |
| Wealth Management Associates, Inc. | 8,583 | $117.0 萬 | 0.66% | +263+3.2% | 加碼 |
| Cheviot Value Management, LLC | 8,591 | $117.1 萬 | 0.25% | −315−3.5% | 減碼 |
| Beacon Financial Advisory LLC | 8,608 | $117.3 萬 | 0.56% | +76+0.9% | 加碼 |
| Clarus Group, Inc. | 8,609 | $117.4 萬 | 0.80% | −90−1.0% | 減碼 |
| LifeSteps Financial, Inc. | 8,617 | $117.5 萬 | 0.87% | −498−5.5% | 減碼 |
| Samalin Investment Counsel, LLC | 8,630 | $117.6 萬 | 0.71% | −454−5.0% | 減碼 |
| Accel Wealth Management | 8,698 | $117.7 萬 | 0.61% | +46+0.5% | 加碼 |
| My Legacy Advisors, LLC | 8,649 | $117.9 萬 | 0.55% | +8,649 | 新進 |
| Traverso Chambers Private Wealth Management, LLC | 8,666 | $118.1 萬 | 0.35% | +184+2.2% | 加碼 |
| Taylor Hoffman Wealth Management | 8,670 | $118.2 萬 | 0.47% | +10.0% | 加碼 |
| Lionsbridge Wealth Management LLC | 8,696 | $118.5 萬 | 1.37% | −333−3.7% | 減碼 |
| Baystate Wealth Management LLC | 8,719 | $118.9 萬 | 0.10% | +36+0.4% | 加碼 |
| Global Trust Asset Management, LLC | 8,719 | $118.9 萬 | 0.49% | +660+8.2% | 加碼 |
| Bell Bank | 8,727 | $119.0 萬 | 0.13% | −35−0.4% | 減碼 |
| Lion Street Advisors, LLC | 8,759 | $119.2 萬 | 0.61% | −987−10.1% | 減碼 |
| Salzhauer Michael | 11,460 | $119.4 萬 | 0.53% | 00.0% | 不變 |
| MONECO Advisors, LLC | 8,756 | $119.4 萬 | 0.44% | +196+2.3% | 加碼 |
| CapWealth Advisors, LLC | 8,767 | $119.5 萬 | 0.12% | −60−0.7% | 減碼 |
| Wealth Alliance Advisory Group, LLC | 8,784 | $119.7 萬 | 0.52% | +696+8.6% | 加碼 |
| Central Bank & Trust Co | 8,838 | $120.5 萬 | 0.19% | −445−4.8% | 減碼 |
| Hummer Financial Advisory Services Inc | 8,840 | $120.5 萬 | 1.09% | −132−1.5% | 減碼 |
| Well Done, LLC | 8,844 | $120.6 萬 | 0.24% | −138−1.5% | 減碼 |
| Wealth Management Partners, LLC | 9,000 | $120.6 萬 | 0.86% | +2,000+28.6% | 加碼 |
| Select Asset Management & Trust | 8,863 | $120.8 萬 | 1.03% | −12,020−57.6% | 減碼 |
| Hendershot Investments Inc. | 8,873 | $121.0 萬 | 0.18% | 00.0% | 不變 |
| Sky Investment Group LLC | 8,873 | $121.0 萬 | 0.26% | +945+11.9% | 加碼 |
| Collective Family Office LLC | 8,877 | $121.0 萬 | 0.46% | +1,310+17.3% | 加碼 |
| Premier Asset Management LLC | 8,915 | $121.5 萬 | 0.38% | −4,168−31.9% | 減碼 |
| City State Bank | 8,911 | $121.5 萬 | 0.73% | +477+5.7% | 加碼 |
| Financial Partners Group, Inc | 8,923 | $121.6 萬 | 0.26% | −1,185−11.7% | 減碼 |
| Keebeck Alpha, LP | 8,917 | $121.6 萬 | 0.37% | −30.0% | 減碼 |
| Blue Square Asset Management, LLC | 8,924 | $121.7 萬 | 1.02% | −2,536−22.1% | 減碼 |
| Prentice Wealth Management LLC | 8,976 | $121.7 萬 | 0.58% | +355+4.1% | 加碼 |
| KRS Capital Management, LLC | 8,932 | $121.7 萬 | 1.32% | +450+5.3% | 加碼 |
| Revolve Wealth Partners, LLC | 8,944 | $121.9 萬 | 0.35% | +889+11.0% | 加碼 |
| NTB Financial Corp | 8,955 | $122.1 萬 | 0.87% | +2,540+39.6% | 加碼 |
| Vise Technologies, Inc. | 8,957 | $122.1 萬 | 0.46% | +6,839+322.9% | 加碼 |
| PSI Advisors, LLC | 8,969 | $122.2 萬 | 0.50% | +51+0.6% | 加碼 |
| Gyon Technologies Capital Management, LP | 8,965 | $122.2 萬 | 0.86% | +8,965 | 新進 |
| Dohj, LLC | 8,981 | $122.4 萬 | 0.59% | +4,139+85.5% | 加碼 |
| Joseph Group Capital Management | 8,994 | $122.6 萬 | 1.24% | +452+5.3% | 加碼 |
| Hardy Reed LLC | 9,003 | $122.7 萬 | 0.23% | +67+0.7% | 加碼 |
| Ayrshire Capital Management LLC | 9,027 | $123.1 萬 | 0.73% | +156+1.8% | 加碼 |
| Ridgecrest Wealth Partners, LLC | 9,037 | $123.2 萬 | 0.78% | 00.0% | 不變 |
| Addison Advisors LLC | 9,096 | $124.0 萬 | 0.68% | +2,090+29.8% | 加碼 |
| Spinnaker Investment Group, LLC | 8,788 | $124.1 萬 | 0.40% | −35−0.4% | 減碼 |
| Mendel Capital Management LLC | 9,153 | $124.8 萬 | 1.18% | +330+3.7% | 加碼 |
| AXS Investments LLC | 9,167 | $125.0 萬 | 0.50% | +1,960+27.2% | 加碼 |
| Gilbert & Cook, Inc. | 9,176 | $125.1 萬 | 0.20% | +1,915+26.4% | 加碼 |
| LVM Capital Management Ltd | 9,187 | $125.2 萬 | 0.17% | +192+2.1% | 加碼 |