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 |
|---|---|---|---|---|---|
| Concord Wealth Partners | 12,273 | $167.3 萬 | 0.43% | +776+6.7% | 加碼 |
| Plante Moran Financial Advisors, LLC | 12,313 | $167.8 萬 | 0.31% | −615−4.8% | 減碼 |
| Perennial Investment Advisors, LLC | 12,311 | $168.0 萬 | 0.53% | −21−0.2% | 減碼 |
| KLCM Advisors, Inc. | 12,360 | $168.5 萬 | 0.36% | −440−3.4% | 減碼 |
| Kelly Lawrence W & Associates Inc | 12,362 | $168.5 萬 | 0.36% | −200−1.6% | 減碼 |
| CoreFirst Bank & Trust | 12,360 | $168.5 萬 | 1.15% | +453+3.8% | 加碼 |
| Buckingham Strategic Partners | 12,385 | $168.7 萬 | 0.17% | +1,417+12.9% | 加碼 |
| Chatham Capital Group, Inc. | 12,385 | $168.8 萬 | 0.33% | 00.0% | 不變 |
| Crystal Rock Capital Management | 12,393 | $168.9 萬 | 1.12% | 00.0% | 不變 |
| BSW Wealth Partners | 12,393 | $168.9 萬 | 0.43% | +441+3.7% | 加碼 |
| Selective Wealth Management, Inc. | 12,400 | $169.0 萬 | 0.61% | −2,472−16.6% | 減碼 |
| Windsor Capital Management, LLC | 12,418 | $169.2 萬 | 0.53% | +171+1.4% | 加碼 |
| Tilia Fiduciary Partners, Inc. | 12,472 | $170.0 萬 | 1.44% | +654+5.5% | 加碼 |
| Falcon Wealth Planning | 12,509 | $170.5 萬 | 0.53% | −352−2.7% | 減碼 |
| Costello Asset Management, INC | 12,506 | $170.5 萬 | 1.17% | +6,250+99.9% | 加碼 |
| Wrapmanager Inc | 12,526 | $170.7 萬 | 0.46% | +398+3.3% | 加碼 |
| Kensington Investment Counsel, LLC | 12,523 | $170.7 萬 | 1.13% | +637+5.4% | 加碼 |
| Heartland Bank & Trust Co | 12,520 | $170.7 萬 | 1.29% | +3,668+41.4% | 加碼 |
| Greystone Financial Group, LLC | 12,529 | $170.8 萬 | 0.43% | +6,601+111.4% | 加碼 |
| Delta Financial Advisors LLC | 12,553 | $171.1 萬 | 0.73% | +227+1.8% | 加碼 |
| Chilton Investment Co LLC | 12,578 | $171.5 萬 | 0.04% | −5,484−30.4% | 減碼 |
| Cornell Pochily Investment Advisors, Inc. | 12,620 | $172.0 萬 | 0.67% | +439+3.6% | 加碼 |
| Regatta Capital Group, LLC | 12,665 | $172.6 萬 | 0.60% | +311+2.5% | 加碼 |
| S.E.E.D. Planning Group LLC | 12,677 | $172.8 萬 | 0.74% | +10,814+580.5% | 加碼 |
| Private Portfolio Partners LLC | 12,679 | $172.8 萬 | 0.43% | +1,033+8.9% | 加碼 |
| Grant/GrossMendelsohn, LLC | 13,350 | $173.1 萬 | 0.87% | +2,432+22.3% | 加碼 |
| Israel Discount Bank of New York | 12,715 | $173.3 萬 | 1.14% | −47−0.4% | 減碼 |
| Greenwich Wealth Management LLC | 12,733 | $173.6 萬 | 0.18% | −469−3.6% | 減碼 |
| Pacitti Group Inc. | 12,754 | $173.9 萬 | 1.15% | +48+0.4% | 加碼 |
| Gerber Kawasaki Wealth & Investment Management | 12,783 | $174.2 萬 | 0.14% | −3,330−20.7% | 減碼 |
| Insight Inv LLC | 12,795 | $174.4 萬 | 1.58% | +503+4.1% | 加碼 |
| FinTrust Capital Advisors, LLC | 12,829 | $174.9 萬 | 0.40% | +41+0.3% | 加碼 |
| Sunflower Bank, N.A. | 12,848 | $175.1 萬 | 0.24% | +91+0.7% | 加碼 |
| Occidental Asset Management, LLC | 12,866 | $175.4 萬 | 0.45% | +287+2.3% | 加碼 |
| Trillium Asset Management, LLC | 12,873 | $175.5 萬 | 0.05% | −244−1.9% | 減碼 |
| Sterling Investment Management, Inc. | 12,903 | $175.8 萬 | 1.24% | −3,004−18.9% | 減碼 |
| Nvest Financial, LLC | 12,947 | $176.5 萬 | 1.45% | +12,947 | 新進 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 13,232 | $176.6 萬 | 0.72% | +155+1.2% | 加碼 |
| Holistic Financial Partners | 13,020 | $177.5 萬 | 1.13% | −575−4.2% | 減碼 |
| Sowell Financial Services LLC | 13,640 | $177.9 萬 | 0.31% | −52,411−79.3% | 減碼 |
| Mastrapasqua Asset Management Inc | 13,055 | $178.0 萬 | 0.20% | −1,980−13.2% | 減碼 |
| Ahrens Investment Partners LLC | 13,083 | $178.4 萬 | 0.56% | +275+2.1% | 加碼 |
| Legacy Wealth Management, LLC | 13,105 | $178.6 萬 | 0.93% | −140−1.1% | 減碼 |
| World Equity Group, Inc. | 13,128 | $179.0 萬 | 0.39% | +13,128 | 新進 |
| Highview Capital Management LLC | 13,164 | $179.5 萬 | 1.15% | −707−5.1% | 減碼 |
| CoreCap Advisors, LLC | 13,171 | $179.6 萬 | 0.12% | −7,833−37.3% | 減碼 |
| Pointe Capital Management LLC | 13,185 | $179.7 萬 | 1.15% | +910+7.4% | 加碼 |
| Trail Ridge Investment Advisors, LLC | 13,207 | $180.0 萬 | 1.11% | −174−1.3% | 減碼 |
| Amica Retiree Medical Trust | 13,205 | $180.0 萬 | 1.68% | +642+5.1% | 加碼 |
| Steward Financial Group LLC | 13,218 | $180.1 萬 | 1.60% | 00.0% | 不變 |
| Saxon Interests, Inc. | 13,252 | $180.6 萬 | 0.96% | +2,375+21.8% | 加碼 |
| Intrua Financial, LLC | 13,270 | $180.9 萬 | 0.32% | −1,842−12.2% | 減碼 |
| Highlander Capital Management, LLC | 13,280 | $181.0 萬 | 0.85% | −100−0.7% | 減碼 |
| Liberty One Investment Management, LLC | 13,275 | $181.0 萬 | 0.27% | +676+5.4% | 加碼 |
| Arbor Capital Management Inc | 13,461 | $181.9 萬 | 1.40% | −1,056−7.3% | 減碼 |
| Klingman & Associates, LLC | 13,392 | $182.5 萬 | 0.16% | +2,313+20.9% | 加碼 |
| Thomas White International Ltd | 13,446 | $183.3 萬 | 0.31% | 00.0% | 不變 |
| Aft, Forsyth & Sober, LLC | 13,450 | $183.4 萬 | 0.72% | 00.0% | 不變 |
| Sculati Wealth Management, LLC | 13,510 | $184.2 萬 | 0.90% | +451+3.5% | 加碼 |
| Weatherly Asset Management L. P. | 13,559 | $184.8 萬 | 0.22% | +395+3.0% | 加碼 |
| Lindenwold Advisors | 13,569 | $185.0 萬 | 1.14% | −1,065−7.3% | 減碼 |
| Natixis Investment Managers International | 13,605 | $185.4 萬 | 0.03% | +13,605 | 新進 |
| Cim Investment Mangement Inc | 13,608 | $185.5 萬 | 0.63% | +299+2.2% | 加碼 |
| Gs Investments, Inc. | 14,652 | $185.7 萬 | 1.05% | +214+1.5% | 加碼 |
| Uncommon Cents Investing LLC | 13,625 | $185.7 萬 | 0.67% | +3,548+35.2% | 加碼 |
| Access Financial Services, Inc. | 13,628 | $185.8 萬 | 0.88% | −880−6.1% | 減碼 |
| Traphagen Investment Advisors LLC | 13,656 | $186.2 萬 | 0.31% | +2,198+19.2% | 加碼 |
| Accredited Investors Inc. | 13,719 | $187.0 萬 | 0.17% | +74+0.5% | 加碼 |
| DFPG Investments, LLC | 14,571 | $187.2 萬 | 0.73% | +1,913+15.1% | 加碼 |
| MCF Advisors LLC | 13,733 | $187.2 萬 | 0.18% | +13,733 | 新進 |
| Mizuho Markets Cayman LP | 13,747 | $187.4 萬 | 0.20% | +3,440+33.4% | 加碼 |
| Biltmore Family Office, LLC | 13,763 | $187.6 萬 | 0.40% | −772−5.3% | 減碼 |
| San Luis Wealth Advisors LLC | 11,912 | $188.6 萬 | 0.92% | −7−0.1% | 減碼 |
| Roof Eidam & Maycock | 13,841 | $188.7 萬 | 0.61% | +100+0.7% | 加碼 |
| Byrne Asset Management LLC | 13,866 | $189.0 萬 | 1.18% | +920+7.1% | 加碼 |
| WBH Advisory Inc | 15,330 | $189.1 萬 | 0.23% | −697−4.3% | 減碼 |
| Terril Brothers, Inc. | 13,882 | $189.2 萬 | 0.45% | −10,253−42.5% | 減碼 |
| Bowman & Co S.C. | 13,879 | $189.2 萬 | 1.46% | +1,852+15.4% | 加碼 |
| Next Capital Management LLC | 13,890 | $189.3 萬 | 1.31% | +2,915+26.6% | 加碼 |
| Platte River Wealth Advisors, LLC | 13,961 | $190.3 萬 | 0.69% | −8,993−39.2% | 減碼 |
| Twin Lakes Capital Management, LLC | 13,961 | $190.3 萬 | 1.07% | −2,847−16.9% | 減碼 |
| Connecticut Wealth Management, LLC | 13,961 | $190.3 萬 | 0.15% | +109+0.8% | 加碼 |
| Windsor Group LTD | 14,294 | $190.8 萬 | 0.35% | +41+0.3% | 加碼 |
| TD Ameritrade Investment Management, LLC | 14,035 | $191.3 萬 | 0.01% | +425+3.1% | 加碼 |
| HGI Capital Management, LLC | 14,046 | $191.5 萬 | 0.59% | −568−3.9% | 減碼 |
| Benin Management CORP | 14,057 | $191.6 萬 | 0.59% | +250+1.8% | 加碼 |
| SFMG, LLC | 14,070 | $191.8 萬 | 0.19% | −89−0.6% | 減碼 |
| DAGCO, Inc. | 14,671 | $192.4 萬 | 0.87% | +458+3.2% | 加碼 |
| Boit C F David | 14,137 | $192.7 萬 | 1.27% | −1,192−7.8% | 減碼 |
| Wolff Wiese Magana LLC | 14,146 | $192.9 萬 | 1.29% | −761−5.1% | 減碼 |
| Old Mission Investment Co LLC | 14,173 | $193.2 萬 | 0.72% | +785+5.9% | 加碼 |
| Longfellow Investment Management Co LLC | 14,177 | $193.3 萬 | 0.31% | +4,053+40.0% | 加碼 |
| Laird Norton Trust Company, LLC | 14,193 | $193.4 萬 | 0.18% | −1,138−7.4% | 減碼 |
| Neumann Capital Management, LLC | 14,185 | $193.4 萬 | 0.82% | −200−1.4% | 減碼 |
| 626 Financial, LLC | 14,241 | $194.1 萬 | 1.24% | +857+6.4% | 加碼 |
| Surevest, LLC | 14,289 | $194.8 萬 | 0.47% | −24,090−62.8% | 減碼 |
| Phillips Financial Management, LLC | 14,330 | $195.3 萬 | 0.18% | −30.0% | 減碼 |
| Missouri Trust & Investment Co | 14,328 | $195.3 萬 | 1.15% | +1,637+12.9% | 加碼 |
| Exane Derivatives | 14,379 | $196.0 萬 | 0.55% | −6,739−31.9% | 減碼 |
| Red Cedar Investment Management, LLC | 14,382 | $196.1 萬 | 0.27% | −2,829−16.4% | 減碼 |