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 5,157 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 −25 家
- 持有股數
- 20.5 億
- 較 2021 年第 4 季 −3,942 萬 (−1.9%)
- 總市值
- $2,789 億
- 較 2021 年第 4 季 −$509.9 億 (−15.5%)
- 新進機構
- 154
- 另有 1,774 家加碼
- 清倉機構
- 179
- 另有 1,274 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 | 5,157 | $6,437 億 |
| 2026 年第 1 季 | 5,102 | $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 | 4,679 | $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 | 3,711 | $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 | 3,629 | $2,783 億 |
| 2022 年第 3 季 | 3,396 | $2,129 億 |
| 2022 年第 2 季 | 3,428 | $2,293 億 |
| 2022 年第 1 季 | 3,519 | $2,789 億 |
| 2021 年第 4 季 | 3,594 | $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 |
|---|---|---|---|---|---|
| Schaper Benz & Wise Investment Counsel Inc | 1,669 | $22.7 萬 | 0.02% | 00.0% | 不變 |
| Parkside Advisors LLC | 1,662 | $22.7 萬 | 0.07% | 00.0% | 不變 |
| Intelligence Driven Advisers, LLC | 1,733 | $22.7 萬 | 0.04% | +6+0.3% | 加碼 |
| Shilanski & Associates, Inc. | 1,679 | $22.9 萬 | 0.10% | −8−0.5% | 減碼 |
| WESPAC Advisors, LLC | 1,689 | $23.0 萬 | 0.25% | −15,084−89.9% | 減碼 |
| MA Private Wealth | 1,694 | $23.1 萬 | 0.04% | +6+0.4% | 加碼 |
| RVW Wealth, LLC | 1,694 | $23.1 萬 | 0.03% | +130+8.3% | 加碼 |
| SFG Wealth Management, LLC. | 1,698 | $23.1 萬 | 0.22% | +172+11.3% | 加碼 |
| Burton Enright Welch | 1,701 | $23.2 萬 | 0.13% | +66+4.0% | 加碼 |
| Tarbox Family Office, Inc. | 1,701 | $23.2 萬 | 0.05% | −5,588−76.7% | 減碼 |
| Navellier & Associates Inc | 1,700 | $23.2 萬 | 0.04% | −100−5.6% | 減碼 |
| Lakeside Advisors, INC. | 1,699 | $23.2 萬 | 0.18% | 00.0% | 不變 |
| Triune Financial Partners, LLC | 1,704 | $23.2 萬 | 0.12% | +11+0.6% | 加碼 |
| Diversified Portfolios, Inc. | 1,709 | $23.3 萬 | 0.06% | 00.0% | 不變 |
| Somerville Kurt F | 1,716 | $23.4 萬 | 0.04% | −19−1.1% | 減碼 |
| First Wilshire Securities Management Inc | 1,719 | $23.4 萬 | 0.08% | 00.0% | 不變 |
| Synergy Financial Management, LLC | 1,720 | $23.5 萬 | 0.06% | −128−6.9% | 減碼 |
| Redwood Financial Network Corp | 1,727 | $23.5 萬 | 0.22% | +1,727 | 新進 |
| Tower Wealth Partners, Inc. | 1,733 | $23.6 萬 | 0.26% | −414−19.3% | 減碼 |
| Avenue 1 Advisors, LLC | 1,730 | $23.6 萬 | 0.13% | −376−17.9% | 減碼 |
| Lipe & Dalton | 1,730 | $23.6 萬 | 0.12% | −170−8.9% | 減碼 |
| Baron Financial Group, LLC | 1,735 | $23.7 萬 | 0.14% | 00.0% | 不變 |
| TMD Wealth Management, LLC | 1,741 | $23.7 萬 | 0.09% | 00.0% | 不變 |
| Retirement Planning Group | 1,738 | $23.7 萬 | 0.03% | +36+2.1% | 加碼 |
| Safeguard Financial, LLC | 1,737 | $23.7 萬 | 0.35% | +1,737 | 新進 |
| Sterling Financial Planning, Inc. | 1,749 | $23.8 萬 | 0.15% | 00.0% | 不變 |
| Capital Investment Services of America, Inc. | 1,501 | $23.8 萬 | 0.02% | 00.0% | 不變 |
| Quantbot Technologies LP | 1,752 | $23.8 萬 | 0.02% | +1,752 | 新進 |
| Sicart Associates LLC | 1,752 | $23.9 萬 | 0.06% | −1,291−42.4% | 減碼 |
| S.C. Financial Services, Inc. | 1,755 | $23.9 萬 | 0.31% | +18+1.0% | 加碼 |
| Coury Firm Asset Management LLC | 1,755 | $23.9 萬 | 0.21% | +39+2.3% | 加碼 |
| Lombard Odier Asset Management (USA) Corp | 1,750 | $23.9 萬 | 0.04% | +1,750 | 新進 |
| Financial Planners of Cleveland, Inc. | 1,758 | $24.0 萬 | 0.10% | −285−14.0% | 減碼 |
| Helen Stephens Group, LLC | 1,758 | $24.0 萬 | 0.17% | 00.0% | 不變 |
| Ellis Investment Partners, LLC | 1,767 | $24.0 萬 | 0.06% | +861+95.0% | 加碼 |
| Tradewinds Capital Management, LLC | 1,765 | $24.1 萬 | 0.04% | −90−4.9% | 減碼 |
| Nova R Wealth, Inc. | 1,766 | $24.1 萬 | 0.21% | +6+0.3% | 加碼 |
| Outlook Wealth Advisors, LLC | 1,776 | $24.2 萬 | 0.08% | −4,420−71.3% | 減碼 |
| Ade, LLC | 1,781 | $24.3 萬 | 0.23% | −127−6.7% | 減碼 |
| Inspire Advisors, LLC | 1,792 | $24.4 萬 | 0.07% | +1,792 | 新進 |
| Summit Wealth Partners, LLC | 1,794 | $24.5 萬 | 0.06% | 00.0% | 不變 |
| Rappaport Reiches Capital Management, LLC | 1,791 | $24.6 萬 | 0.13% | +392+28.0% | 加碼 |
| Ellevest, Inc. | 1,815 | $24.7 萬 | 0.02% | −299−14.1% | 減碼 |
| Palisades Hudson Asset Management, L.P. | 1,821 | $24.8 萬 | 0.12% | −975−34.9% | 減碼 |
| Wallace Capital Management Inc. | 2,062 | $24.8 萬 | 0.04% | 00.0% | 不變 |
| Smith & Howard Wealth Management, LLC | 1,818 | $24.8 萬 | 0.10% | −21−1.1% | 減碼 |
| Arcus Capital Partners, LLC | 1,820 | $24.8 萬 | 0.09% | +4+0.2% | 加碼 |
| Ameraudi Asset Management, Inc. | 1,816 | $24.8 萬 | 0.09% | 00.0% | 不變 |
| Trust Co of Kansas | 1,832 | $25.0 萬 | 0.13% | 00.0% | 不變 |
| American Planning Services, Inc. | 1,835 | $25.0 萬 | 0.27% | +10+0.5% | 加碼 |
| ETF Managers Group, LLC | 1,781 | $25.0 萬 | 0.01% | +1,781 | 新進 |
| Oak Ridge Investments LLC | 1,842 | $25.1 萬 | 0.03% | −3,850−67.6% | 減碼 |
| Roble, Belko & Company, Inc | 1,839 | $25.1 萬 | 0.05% | +135+7.9% | 加碼 |
| HFR Wealth Management, LLC | 1,845 | $25.2 萬 | 0.07% | −159−7.9% | 減碼 |
| Roth Financial Partners LLC | 1,848 | $25.2 萬 | 0.18% | −81−4.2% | 減碼 |
| Defender Capital, LLC. | 1,849 | $25.2 萬 | 0.09% | 00.0% | 不變 |
| Norwood Financial Corp | 1,850 | $25.2 萬 | 0.37% | +100+5.7% | 加碼 |
| Summitry LLC | 1,854 | $25.3 萬 | 0.02% | −1,229−39.9% | 減碼 |
| Willow Creek Wealth Management Inc. | 1,859 | $25.3 萬 | 0.05% | −14−0.7% | 減碼 |
| Clark Financial Services Group Inc | 1,857 | $25.3 萬 | 0.19% | +311+20.1% | 加碼 |
| ERTS Wealth Advisors, LLC | 1,862 | $25.4 萬 | 0.07% | −102−5.2% | 減碼 |
| KFA Private Wealth Group, LLC | 1,863 | $25.4 萬 | 0.13% | +227+13.9% | 加碼 |
| Riverpoint Wealth Management Holdings, LLC | 1,860 | $25.4 萬 | 0.09% | +1,860 | 新進 |
| Confluence Investment Management LLC | 1,870 | $25.5 萬 | 0.00% | +37+2.0% | 加碼 |
| Adams Wealth Management | 1,878 | $25.6 萬 | 0.08% | −194−9.4% | 減碼 |
| DHJJ Financial Advisors, Ltd. | 1,895 | $25.6 萬 | 0.12% | −8−0.4% | 減碼 |
| Lanham O'Dell & Company, Inc. | 1,879 | $25.6 萬 | 0.20% | 00.0% | 不變 |
| Cassia Capital Partners, LLC | 1,885 | $25.7 萬 | 0.21% | +45+2.4% | 加碼 |
| Saturna Capital CORP | 1,901 | $25.9 萬 | 0.01% | −4,500−70.3% | 減碼 |
| Goepper Burkhardt LLC | 1,920 | $26.2 萬 | 0.16% | +164+9.3% | 加碼 |
| Tectonic Advisors LLC | 1,924 | $26.2 萬 | 0.05% | +379+24.5% | 加碼 |
| Apexium Financial, LP | 1,655 | $26.2 萬 | 0.14% | +217+15.1% | 加碼 |
| Aubrey Capital Management Ltd | 1,865 | $26.2 萬 | 0.15% | +1,865 | 新進 |
| Vishria Bird Financial Group, LLC | 1,927 | $26.3 萬 | 0.15% | 00.0% | 不變 |
| Thrive Capital Management, LLC | 1,935 | $26.4 萬 | 0.16% | −3,219−62.5% | 減碼 |
| Hilltop Wealth Advisors, LLC | 1,936 | $26.4 萬 | 0.22% | 00.0% | 不變 |
| Smith Anglin Financial, LLC | 1,947 | $26.5 萬 | 0.06% | +202+11.6% | 加碼 |
| Rise Advisors, LLC | 1,941 | $26.5 萬 | 0.24% | +393+25.4% | 加碼 |
| Freedom Day Solutions, LLC | 1,952 | $26.6 萬 | 0.11% | −72−3.6% | 減碼 |
| South Shore Capital Advisors | 1,951 | $26.6 萬 | 0.43% | +303+18.4% | 加碼 |
| Asset Management Resources, LLC | 1,960 | $26.7 萬 | 0.22% | +70+3.7% | 加碼 |
| Legacy Financial Strategies, LLC | 1,963 | $26.8 萬 | 0.11% | +235+13.6% | 加碼 |
| Tatro Capital, LLC | 1,975 | $26.9 萬 | 0.20% | +289+17.1% | 加碼 |
| MPS Loria Financial Planners, LLC | 1,982 | $27.0 萬 | 0.11% | 00.0% | 不變 |
| Western Financial Corporation | 1,991 | $27.1 萬 | 0.16% | −5,105−71.9% | 減碼 |
| Curtis Advisory Group, LLC | 2,000 | $27.3 萬 | 0.09% | −21−1.0% | 減碼 |
| Chickasaw Capital Management LLC | 2,000 | $27.3 萬 | 0.01% | 00.0% | 不變 |
| Knuff & Co LLC | 2,002 | $27.3 萬 | 0.10% | 00.0% | 不變 |
| Tanager Wealth Management LLP | 2,000 | $27.3 萬 | 0.21% | 00.0% | 不變 |
| Kinloch Capital, LLC | 2,012 | $27.4 萬 | 0.16% | +405+25.2% | 加碼 |
| Redwood Investment Management, LLC | 2,017 | $27.5 萬 | 0.04% | −6,022−74.9% | 減碼 |
| Mezzasalma Advisors, LLC | 2,020 | $27.5 萬 | 0.17% | −70−3.3% | 減碼 |
| Wellspring Financial Advisors, LLC | 2,016 | $27.5 萬 | 0.08% | −16−0.8% | 減碼 |
| Nauset Wealth Management. LLC | 2,015 | $27.5 萬 | 0.22% | +563+38.8% | 加碼 |
| Petix & Botte Co | 2,014 | $27.5 萬 | 0.08% | +2,014 | 新進 |
| Exeter Financial, LLC | 2,028 | $27.6 萬 | 0.15% | 00.0% | 不變 |
| Kingfisher Capital LLC | 2,023 | $27.6 萬 | 0.07% | +203+11.2% | 加碼 |
| Bernardo Wealth Planning LLC | 2,028 | $27.6 萬 | 0.14% | +661+48.4% | 加碼 |
| Codex Capital, L.L.C. | 2,000 | $27.9 萬 | 0.17% | 00.0% | 不變 |
| Wipfli Financial Advisors LLC, | 2,050 | $27.9 萬 | 0.03% | +2,050 | 新進 |