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 |
|---|---|---|---|---|---|
| Citadel Investment Advisory, Inc. | 9,211 | $125.6 萬 | 0.73% | −54−0.6% | 減碼 |
| Loudon Investment Management, LLC | 9,220 | $125.7 萬 | 0.83% | +1,975+27.3% | 加碼 |
| BerganKDV Wealth Management, LLC | 9,267 | $126.3 萬 | 0.14% | −988−9.6% | 減碼 |
| Autumn Glory Partners, LLC | 9,286 | $126.6 萬 | 0.73% | −8,986−49.2% | 減碼 |
| Childress Capital Advisors, LLC | 9,311 | $126.9 萬 | 0.44% | −486−5.0% | 減碼 |
| Cribstone Capital Management, LLC | 9,316 | $127.0 萬 | 0.69% | +7,670+466.0% | 加碼 |
| Sage Rhino Capital LLC | 9,326 | $127.1 萬 | 0.39% | −193−2.0% | 減碼 |
| South Street Advisors LLC | 9,359 | $127.6 萬 | 0.24% | +245+2.7% | 加碼 |
| Marion Wealth Management | 9,369 | $127.7 萬 | 0.62% | +129+1.4% | 加碼 |
| Ramsay, Stattman, Vela & Price, Inc. | 9,386 | $127.9 萬 | 0.25% | +7,825+501.3% | 加碼 |
| Auxano Advisors, LLC | 9,391 | $128.0 萬 | 0.54% | −1,948−17.2% | 減碼 |
| Tempus Wealth Planning, LLC | 9,393 | $128.0 萬 | 0.91% | −660−6.6% | 減碼 |
| Meadow Creek Wealth Advisors LLC | 9,397 | $128.1 萬 | 1.39% | −667−6.6% | 減碼 |
| Fiera Capital Corp | 9,398 | $128.2 萬 | 0.00% | −6,864−42.2% | 減碼 |
| MBL Wealth, LLC | 9,435 | $128.6 萬 | 0.31% | +9,435 | 新進 |
| One + One Wealth Management, LLC | 9,447 | $128.8 萬 | 0.85% | +91+1.0% | 加碼 |
| Westwood Wealth Management | 9,472 | $129.1 萬 | 0.96% | −6,020−38.9% | 減碼 |
| Voya Financial Advisors, Inc. | 9,198 | $129.3 萬 | 0.15% | +952+11.5% | 加碼 |
| Occudo Quantitative Strategies LP | 9,487 | $129.3 萬 | 0.11% | +9,487 | 新進 |
| Morton Capital Management LLC | 9,528 | $129.9 萬 | 0.53% | +51+0.5% | 加碼 |
| HWG Holdings LP | 9,545 | $130.1 萬 | 0.65% | −5,717−37.5% | 減碼 |
| Newbridge Financial Services Group, Inc. | 9,542 | $130.1 萬 | 0.64% | −116−1.2% | 減碼 |
| Caxton Associates LP | 9,542 | $130.1 萬 | 0.13% | +7,673+410.5% | 加碼 |
| Davidson Investment Advisors | 9,551 | $130.2 萬 | 0.09% | −465−4.6% | 減碼 |
| Calton & Associates, Inc. | 14,532 | $130.4 萬 | 0.39% | −1,962−11.9% | 減碼 |
| Hollow Brook Wealth Management LLC | 9,576 | $130.5 萬 | 0.58% | 00.0% | 不變 |
| Finer Wealth Management, Inc. | 9,571 | $130.5 萬 | 1.07% | +1,664+21.0% | 加碼 |
| 1620 Investment Advisors, Inc. | 8,260 | $130.8 萬 | 1.42% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 9,618 | $131.1 萬 | 0.28% | +523+5.8% | 加碼 |
| Philo Smith Capital Corp | 9,900 | $131.6 萬 | 0.48% | +350+3.7% | 加碼 |
| Hemington Wealth Management | 9,688 | $132.1 萬 | 0.44% | +3,223+49.9% | 加碼 |
| CRA Financial Services, LLC | 9,704 | $132.3 萬 | 0.40% | +2,227+29.8% | 加碼 |
| KC Investment Advisors, LLC | 9,710 | $132.4 萬 | 0.92% | −159−1.6% | 減碼 |
| Norris Perne & French LLP | 9,723 | $132.5 萬 | 0.11% | −104,727−91.5% | 減碼 |
| Jackson Hole Capital Partners, LLC | 9,754 | $133.0 萬 | 0.38% | +1,968+25.3% | 加碼 |
| Burgundy Asset Management Ltd. | 9,761 | $133.1 萬 | 0.01% | 00.0% | 不變 |
| US Asset Management LLC | 9,766 | $133.1 萬 | 1.23% | +67+0.7% | 加碼 |
| Connors Investor Services Inc | 9,833 | $134.0 萬 | 0.14% | −82,075−89.3% | 減碼 |
| Benchmark Investment Advisors LLC | 9,842 | $134.2 萬 | 1.01% | +1,069+12.2% | 加碼 |
| CKW Financial Group | 9,977 | $135.0 萬 | 0.20% | −78−0.8% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 9,909 | $135.1 萬 | 0.24% | −2,153−17.8% | 減碼 |
| 44 Wealth Management LLC | 9,917 | $135.2 萬 | 0.49% | −4,731−32.3% | 減碼 |
| Dixon Hughes Goodman Wealth Advisors LLC | 9,919 | $135.2 萬 | 0.39% | +8,394+550.4% | 加碼 |
| Oxler Private Wealth LLC | 9,926 | $135.3 萬 | 0.61% | +65+0.7% | 加碼 |
| Cozad Asset Management Inc | 9,924 | $135.3 萬 | 0.19% | +3,347+50.9% | 加碼 |
| Morris Financial Concepts, Inc. | 9,942 | $135.5 萬 | 1.13% | −98−1.0% | 減碼 |
| Texas Capital Bancshares Inc | 9,946 | $135.6 萬 | 0.82% | −544−5.2% | 減碼 |
| BHK Investment Advisors, LLC | 9,958 | $135.8 萬 | 0.57% | +326+3.4% | 加碼 |
| Phocas Financial Corp. | 10,011 | $136.5 萬 | 0.17% | +763+8.3% | 加碼 |
| Charter Oak Capital Management, LLC | 10,019 | $136.6 萬 | 0.17% | +1,300+14.9% | 加碼 |
| Guardian Wealth Advisors, LLC | 10,032 | $136.8 萬 | 0.59% | +638+6.8% | 加碼 |
| Derbend Asset Management | 8,648 | $136.9 萬 | 1.34% | 00.0% | 不變 |
| Front Row Advisors LLC | 10,053 | $137.0 萬 | 0.55% | +216+2.2% | 加碼 |
| Wedmont Private Capital | 10,093 | $137.2 萬 | 0.31% | +1,017+11.2% | 加碼 |
| Round Hill Asset Management | 10,084 | $137.5 萬 | 0.72% | 00.0% | 不變 |
| Mason Investment Advisory Services, Inc. | 10,114 | $137.9 萬 | 0.12% | 00.0% | 不變 |
| Vista Investment Management | 10,132 | $138.1 萬 | 0.76% | +486+5.0% | 加碼 |
| Monte Financial Group, LLC | 10,136 | $138.2 萬 | 0.74% | −1,275−11.2% | 減碼 |
| Towercrest Capital Management | 10,148 | $138.3 萬 | 0.27% | +100+1.0% | 加碼 |
| Trust Investment Advisors | 10,173 | $138.7 萬 | 1.13% | +129+1.3% | 加碼 |
| Bar Harbor Trust Services | 10,223 | $139.4 萬 | 0.42% | −1,346−11.6% | 減碼 |
| Cidel Asset Management Inc | 10,234 | $139.5 萬 | 0.05% | −441−4.1% | 減碼 |
| Quantinno Capital Management LP | 10,256 | $139.8 萬 | 0.21% | −7,047−40.7% | 減碼 |
| Crescent Grove Advisors, LLC | 10,262 | $139.9 萬 | 0.14% | −1,530−13.0% | 減碼 |
| Evanson Asset Management, LLC | 10,261 | $139.9 萬 | 0.14% | +151+1.5% | 加碼 |
| Cornerstone National Bank & Trust Co | 10,279 | $140.1 萬 | 0.62% | +2,683+35.3% | 加碼 |
| Private Capital Group, LLC | 10,283 | $140.2 萬 | 0.32% | −379−3.6% | 減碼 |
| Sterling Investment Counsel, LLC | 10,332 | $140.8 萬 | 0.95% | +3,126+43.4% | 加碼 |
| Commons Capital, LLC | 10,337 | $140.9 萬 | 1.52% | +80+0.8% | 加碼 |
| JSF Financial, LLC | 10,333 | $140.9 萬 | 0.60% | +449+4.5% | 加碼 |
| Marble Harbor Investment Counsel, LLC | 10,352 | $141.1 萬 | 0.18% | +3,084+42.4% | 加碼 |
| Eagle Capital Management LLC | 10,385 | $141.6 萬 | 0.00% | 00.0% | 不變 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,398 | $141.7 萬 | 0.07% | −2,407−18.8% | 減碼 |
| Insight Wealth Strategies, LLC | 10,392 | $141.7 萬 | 0.21% | +1,715+19.8% | 加碼 |
| Eqis Capital Management, Inc. | 10,404 | $141.8 萬 | 0.13% | −3,065−22.8% | 減碼 |
| First Financial Corp | 10,403 | $141.8 萬 | 0.86% | +627+6.4% | 加碼 |
| BigSur Wealth Management LLC | 10,442 | $142.3 萬 | 0.55% | −50−0.5% | 減碼 |
| Bennett Selby Investments LP | 10,465 | $142.7 萬 | 0.86% | +1,088+11.6% | 加碼 |
| Executive Wealth Management, LLC | 10,532 | $143.5 萬 | 0.16% | +2,531+31.6% | 加碼 |
| Roman Butler Fullerton & Co | 10,531 | $143.6 萬 | 0.68% | −214−2.0% | 減碼 |
| MJP Associates Inc | 10,547 | $143.8 萬 | 0.37% | +1,937+22.5% | 加碼 |
| Sage Mountain Advisors LLC | 10,592 | $144.4 萬 | 0.23% | −11,403−51.8% | 減碼 |
| Waddell & Associates, LLC | 10,605 | $144.6 萬 | 0.23% | +2,022+23.6% | 加碼 |
| Ssi Investment Management LLC | 10,621 | $144.8 萬 | 0.08% | −100−0.9% | 減碼 |
| Invst, LLC | 11,891 | $144.9 萬 | 0.24% | +587+5.2% | 加碼 |
| Blackhawk Capital Partners LLC. | 10,631 | $144.9 萬 | 0.98% | +886+9.1% | 加碼 |
| Fiduciary Planning LLC | 10,643 | $145.1 萬 | 0.80% | +1,044+10.9% | 加碼 |
| Trinity Financial Advisors LLC | 10,661 | $145.3 萬 | 0.91% | +50.0% | 加碼 |
| Westbourne Investment Advisors, Inc. | 10,675 | $145.5 萬 | 0.60% | −215−2.0% | 減碼 |
| Elmwood Wealth Management, Inc. | 10,680 | $145.6 萬 | 0.75% | +280+2.7% | 加碼 |
| First Farmers & Merchants Bank / Trust | 10,687 | $145.7 萬 | 1.55% | +126+1.2% | 加碼 |
| All Terrain Financial Advisors, LLC | 10,695 | $145.8 萬 | 0.66% | −301−2.7% | 減碼 |
| Bassett Hargrove Investment Counsel, LLC | 10,698 | $145.8 萬 | 2.22% | −34−0.3% | 減碼 |
| Guardian Capital LP | 10,705 | $145.9 萬 | 0.03% | +1,400+15.0% | 加碼 |
| Fulcrum Asset Management LLP | – | $146.3 萬 | 0.43% | – | – |
| BlackDiamond Wealth Management Inc. | 10,746 | $146.5 萬 | 1.75% | −261−2.4% | 減碼 |
| HC Advisors, LLC | 10,743 | $146.5 萬 | 0.93% | +73+0.7% | 加碼 |
| Orion Capital Management LLC | 10,750 | $146.5 萬 | 0.89% | +240+2.3% | 加碼 |
| Breiter Capital Management Inc | 10,753 | $146.6 萬 | 0.72% | −91−0.8% | 減碼 |
| Ayalon Holdings Ltd. | 10,771 | $146.8 萬 | 0.50% | −4,035−27.3% | 減碼 |