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 |
|---|---|---|---|---|---|
| Lincluden Management Ltd | 10,780 | $147.0 萬 | 0.13% | −395−3.5% | 減碼 |
| Winthrop Advisory Group LLC | 10,780 | $147.0 萬 | 0.31% | +337+3.2% | 加碼 |
| Orleans Capital Management Corp | 10,808 | $147.3 萬 | 0.92% | −5,415−33.4% | 減碼 |
| Capital Square, LLC | 10,808 | $147.3 萬 | 1.05% | +646+6.4% | 加碼 |
| Capital Advisors, Ltd. LLC | 10,812 | $147.4 萬 | 0.25% | −1,068−9.0% | 減碼 |
| Advisory Research Inc | 10,849 | $147.9 萬 | 0.12% | −2,828−20.7% | 減碼 |
| Cape Ann Savings Bank | 10,857 | $148.0 萬 | 0.97% | −1,084−9.1% | 減碼 |
| Carl P. Sherr & Co., LLC | 10,871 | $148.2 萬 | 1.00% | −237−2.1% | 減碼 |
| One Charles Private Wealth Services, LLC | 10,897 | $148.5 萬 | 0.92% | −11−0.1% | 減碼 |
| Corvex Management LP | 10,907 | $148.7 萬 | 0.11% | −415,491−97.4% | 減碼 |
| Tiger Eye Capital LLC | 10,910 | $148.7 萬 | 0.57% | 00.0% | 不變 |
| Wealth Architects, LLC | 10,944 | $149.2 萬 | 0.25% | +50.0% | 加碼 |
| Trust Co | 10,989 | $149.8 萬 | 0.29% | −547−4.7% | 減碼 |
| Hazlett, Burt & Watson, Inc. | 10,991 | $150.0 萬 | 1.19% | +10,991 | 新進 |
| Prostatis Group LLC | 11,014 | $150.1 萬 | 1.20% | +597+5.7% | 加碼 |
| Avestar Capital, LLC | 11,021 | $150.2 萬 | 0.28% | +626+6.0% | 加碼 |
| Total Clarity Wealth Management, Inc. | 11,023 | $150.3 萬 | 0.82% | +767+7.5% | 加碼 |
| Eagle Bluffs Wealth Management LLC | 11,037 | $150.5 萬 | 1.45% | +851+8.4% | 加碼 |
| Gilman Hill Asset Management, LLC | 11,065 | $150.8 萬 | 0.34% | +984+9.8% | 加碼 |
| JNBA Financial Advisors | 11,069 | $150.9 萬 | 0.20% | −192−1.7% | 減碼 |
| Allred Capital Management, LLC | 11,077 | $151.0 萬 | 0.80% | +256+2.4% | 加碼 |
| Everhart Financial Group, Inc. | 11,094 | $151.2 萬 | 0.87% | −244−2.2% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 11,107 | $151.4 萬 | 0.00% | +829+8.1% | 加碼 |
| HBK Investments L P | 11,152 | $152.0 萬 | 0.03% | +11,152 | 新進 |
| Formidable Asset Management, LLC | 11,161 | $152.1 萬 | 0.29% | +821+7.9% | 加碼 |
| Prestige Wealth Management Group LLC | 11,173 | $152.3 萬 | 0.37% | +259+2.4% | 加碼 |
| Warren Averett Asset Management, LLC | 11,181 | $152.4 萬 | 0.13% | −358−3.1% | 減碼 |
| Burke & Herbert Bank & Trust Co | 11,185 | $152.5 萬 | 0.97% | −1,045−8.5% | 減碼 |
| Patriot Investment Management Inc. | 11,189 | $152.5 萬 | 0.13% | +5,595+100.0% | 加碼 |
| N.E.W. Advisory Services LLC | 10,040 | $152.7 萬 | 0.29% | −265−2.6% | 減碼 |
| West Michigan Advisors, LLC | 11,205 | $152.7 萬 | 1.09% | +1,383+14.1% | 加碼 |
| Highland Private Wealth Management | 11,240 | $153.2 萬 | 0.20% | −760−6.3% | 減碼 |
| Cacti Asset Management LLC | 11,110 | $153.4 萬 | 0.12% | 00.0% | 不變 |
| MBA Advisors LLC | 11,278 | $153.7 萬 | 0.95% | +40.0% | 加碼 |
| Townsend & Associates, Inc | 11,516 | $153.7 萬 | 0.71% | +1,111+10.7% | 加碼 |
| L.M. Kohn & Company | 11,270 | $153.7 萬 | 0.59% | +11,270 | 新進 |
| Paces Ferry Wealth Advisors, LLC | 11,292 | $153.9 萬 | 1.22% | +153+1.4% | 加碼 |
| Venturi Wealth Management, LLC | 11,285 | $153.9 萬 | 0.12% | +974+9.4% | 加碼 |
| Onyx Bridge Wealth Group LLC | 12,693 | $154.1 萬 | 0.58% | +2,616+26.0% | 加碼 |
| First Dallas Securities Inc. | 11,326 | $154.4 萬 | 0.87% | −849−7.0% | 減碼 |
| De Burlo Group Inc | 11,350 | $154.7 萬 | 0.29% | −350−3.0% | 減碼 |
| Brooktree Capital Management | 11,357 | $154.8 萬 | 1.01% | −2,100−15.6% | 減碼 |
| Perpetual Investment Management Ltd | 11,376 | $155.1 萬 | 0.19% | −15−0.1% | 減碼 |
| St. Johns Investment Management Company, LLC | 11,398 | $155.4 萬 | 0.83% | +165+1.5% | 加碼 |
| Heritage Wealth Management, LLC | 11,455 | $156.1 萬 | 0.42% | +11,455 | 新進 |
| GoalVest Advisory LLC | 11,451 | $156.1 萬 | 0.88% | +11,451 | 新進 |
| Lavaca Capital LLC | 11,463 | $156.3 萬 | 0.67% | +551+5.0% | 加碼 |
| Eudaimonia Advisors LLC | 11,474 | $156.4 萬 | 0.90% | −289−2.5% | 減碼 |
| Prelude Capital Management, LLC | 11,481 | $156.5 萬 | 0.07% | +5,162+81.7% | 加碼 |
| Teza Capital Management LLC | 11,478 | $156.5 萬 | 0.59% | +11,478 | 新進 |
| Boston Common Asset Management, LLC | 11,489 | $156.6 萬 | 0.07% | −1,115−8.8% | 減碼 |
| Heron Financial Group, LLC | 11,496 | $156.7 萬 | 0.81% | −1,700−12.9% | 減碼 |
| Summit X, LLC | 11,479 | $156.7 萬 | 0.38% | −691−5.7% | 減碼 |
| Evergreen Wealth Solutions, LLC | 11,515 | $157.0 萬 | 1.52% | +375+3.4% | 加碼 |
| Fort Point Capital Partners LLC | 11,549 | $157.4 萬 | 0.24% | +132+1.2% | 加碼 |
| Ballast, Inc. | 11,557 | $157.5 萬 | 0.61% | +1,123+10.8% | 加碼 |
| Wealthquest Corp | 9,951 | $157.5 萬 | 0.24% | 00.0% | 不變 |
| Alera Investment Advisors, LLC | 11,554 | $157.6 萬 | 0.36% | +6,559+131.3% | 加碼 |
| Sonata Capital Group Inc | 11,634 | $158.6 萬 | 0.70% | −475−3.9% | 減碼 |
| Sittner & Nelson, LLC | 11,635 | $158.6 萬 | 0.92% | +10.0% | 加碼 |
| Godshalk Welsh Capital Management, Inc. | 11,641 | $158.7 萬 | 0.98% | −134−1.1% | 減碼 |
| Mainstay Capital Management LLC | 11,644 | $158.7 萬 | 0.29% | 00.0% | 不變 |
| Aire Advisors, LLC | 11,661 | $159.0 萬 | 0.57% | −184−1.6% | 減碼 |
| Weaver C. Barksdale & Associates, Inc. | 11,665 | $159.0 萬 | 1.42% | +159+1.4% | 加碼 |
| Brown Advisory Securities, LLC | 11,686 | $159.6 萬 | 0.93% | −3,876−24.9% | 減碼 |
| IMS Capital Management | 11,709 | $159.6 萬 | 0.84% | +2,988+34.3% | 加碼 |
| TBH Global Asset Management, LLC | 11,719 | $159.7 萬 | 0.34% | +519+4.6% | 加碼 |
| Palumbo Wealth Management LLC | 11,769 | $160.4 萬 | 1.03% | +302+2.6% | 加碼 |
| Caldwell Investment Management Ltd. | 11,460 | $160.8 萬 | 1.27% | +11,460 | 新進 |
| Virtue Capital Management, LLC | 11,803 | $160.9 萬 | 0.25% | +3,033+34.6% | 加碼 |
| Strategic Investment Advisors | 11,811 | $161.0 萬 | 0.30% | +345+3.0% | 加碼 |
| Woodward Diversified Capital, LLC | 11,834 | $161.3 萬 | 1.05% | +1,023+9.5% | 加碼 |
| Acorn Wealth Advisors, LLC | 11,850 | $161.5 萬 | 1.11% | +34+0.3% | 加碼 |
| Members Capital Advisors Inc | 11,881 | $162.0 萬 | 1.04% | 00.0% | 不變 |
| BancorpSouth Bank | 11,887 | $162.0 萬 | 0.20% | +108+0.9% | 加碼 |
| Prudent Man Advisors, LLC | 11,908 | $162.3 萬 | 0.66% | +5,462+84.7% | 加碼 |
| Advisor Resource Council | 11,986 | $163.4 萬 | 0.50% | −16,425−57.8% | 減碼 |
| Stonnington Group, LLC | 12,298 | $163.6 萬 | 0.39% | −7,291−37.2% | 減碼 |
| Holowesko Partners Ltd. | 12,000 | $163.6 萬 | 0.82% | +2,000+20.0% | 加碼 |
| Granby Capital Management, LLC | 12,000 | $163.6 萬 | 1.40% | +12,000 | 新進 |
| Lee Johnson Capital Management, LLC | 12,035 | $164.1 萬 | 1.46% | +4,458+58.8% | 加碼 |
| Aft, Forsyth & Company, Inc. | 12,052 | $164.3 萬 | 1.05% | −734−5.7% | 減碼 |
| CX Institutional | 12,063 | $164.4 萬 | 0.13% | +426+3.7% | 加碼 |
| Bath Savings Trust Co | 12,064 | $164.5 萬 | 0.19% | −50−0.4% | 減碼 |
| Rosenbaum Jay D. | 12,065 | $164.5 萬 | 2.60% | +55+0.5% | 加碼 |
| First National Bank of South Miami | 12,111 | $165.1 萬 | 1.00% | +758+6.7% | 加碼 |
| Oder Investment Management, LLC | 12,123 | $165.3 萬 | 1.88% | +1,805+17.5% | 加碼 |
| Summit Wealth & Retirement Planning, Inc. | 12,138 | $165.5 萬 | 0.58% | +4,604+61.1% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 12,151 | $165.6 萬 | 0.01% | −4,100−25.2% | 減碼 |
| Axiom Financial Strategies, LLC | 13,976 | $165.6 萬 | 0.83% | −93−0.7% | 減碼 |
| JFS Wealth Advisors, LLC | 12,162 | $165.7 萬 | 0.16% | +1,426+13.3% | 加碼 |
| Keudell/Morrison Wealth Management | 12,173 | $165.9 萬 | 0.69% | +603+5.2% | 加碼 |
| Accurate Wealth Management, LLC | 12,206 | $166.4 萬 | 0.75% | +6,233+104.4% | 加碼 |
| HAP Trading, LLC | 12,207 | $166.4 萬 | 0.19% | +12,207 | 新進 |
| Patton Fund Management, Inc. | 12,234 | $166.8 萬 | 0.46% | +31+0.3% | 加碼 |
| Golden State Wealth Management, LLC | 12,247 | $166.9 萬 | 0.33% | −3,357−21.5% | 減碼 |
| Schrum Private Wealth Management LLC | 12,813 | $167.0 萬 | 1.68% | −37−0.3% | 減碼 |
| Nicholas Hoffman & Company, LLC. | 12,262 | $167.2 萬 | 0.07% | −332−2.6% | 減碼 |
| Mine & Arao Wealth Creation & Management, LLC. | 12,269 | $167.2 萬 | 0.98% | +572+4.9% | 加碼 |
| Solidarilty Wealth, LLC | 12,751 | $167.2 萬 | 0.94% | +12,751 | 新進 |