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 |
|---|---|---|---|---|---|
| F3Logic, LLC | 2,036 | $28.0 萬 | 0.04% | +2+0.1% | 加碼 |
| Elm Advisors, LLC | 2,058 | $28.1 萬 | 0.38% | −1,554−43.0% | 減碼 |
| Rice Hall James & Associates, LLC | 2,058 | $28.1 萬 | 0.01% | −191−8.5% | 減碼 |
| First Pacific Financial | 2,060 | $28.1 萬 | 0.14% | 00.0% | 不變 |
| Planned Solutions, Inc. | 2,058 | $28.1 萬 | 0.20% | +170+9.0% | 加碼 |
| Shikiar Asset Management Inc | 2,070 | $28.2 萬 | 0.08% | 00.0% | 不變 |
| Conestoga Capital Advisors, LLC | 2,066 | $28.2 萬 | 0.00% | 00.0% | 不變 |
| Prentiss Smith & Co Inc | 2,068 | $28.2 萬 | 0.17% | +180+9.5% | 加碼 |
| Tandem Investment Advisors, Inc. | 2,075 | $28.3 萬 | 0.02% | −1,785−46.2% | 減碼 |
| Perkins Coie Trust Co | 2,079 | $28.3 萬 | 0.09% | +115+5.9% | 加碼 |
| Disciplined Investments, LLC | 2,080 | $28.4 萬 | 0.12% | +89+4.5% | 加碼 |
| Rockbridge Investment Management, LCC | 2,105 | $28.5 萬 | 0.04% | +86+4.3% | 加碼 |
| Winton Group Ltd | 2,089 | $28.5 萬 | 0.01% | −19,721−90.4% | 減碼 |
| MKT Advisors LLC | 2,337 | $28.5 萬 | 0.22% | −41−1.7% | 減碼 |
| G2 Capital Management, LLC | 2,090 | $28.5 萬 | 0.12% | 00.0% | 不變 |
| Fca Corp | 2,100 | $28.6 萬 | 0.10% | 00.0% | 不變 |
| America First Investment Advisors, LLC | 2,100 | $28.6 萬 | 0.08% | 00.0% | 不變 |
| Compton Financial Group, LLC | 2,098 | $28.6 萬 | 0.12% | 00.0% | 不變 |
| Triton Wealth Management, PLLC | 1,913 | $28.6 萬 | 0.15% | 00.0% | 不變 |
| Raymond James Trust Co. of NH | 2,096 | $28.6 萬 | 1.88% | +2,096 | 新進 |
| Coco Enterprises, LLC | 2,099 | $28.8 萬 | 0.23% | −711−25.3% | 減碼 |
| Security National Bank of Sioux City Iowa | 2,132 | $29.1 萬 | 0.22% | −1,500−41.3% | 減碼 |
| East Coast Asset Management, LLC. | 2,141 | $29.2 萬 | 0.07% | 00.0% | 不變 |
| Insight 2811, Inc. | 2,142 | $29.2 萬 | 0.17% | +50+2.4% | 加碼 |
| Motive Wealth Advisors | 2,141 | $29.2 萬 | 0.20% | +266+14.2% | 加碼 |
| Affinia Financial Group, LLC | 2,233 | $29.4 萬 | 0.23% | −72−3.1% | 減碼 |
| Howard Capital Management Inc. | 2,158 | $29.4 萬 | 0.07% | +490+29.4% | 加碼 |
| Wealth Advisors of Iowa, LLC | 2,167 | $29.5 萬 | 0.15% | +2,167 | 新進 |
| Echo Street Capital Management LLC | 2,180 | $29.7 萬 | 0.00% | −2,748−55.8% | 減碼 |
| Websterrogers Financial Advisors, LLC | 2,196 | $29.7 萬 | 0.15% | +98+4.7% | 加碼 |
| Henrickson Nauta Wealth Advisors, Inc. | 2,181 | $29.7 萬 | 0.25% | 00.0% | 不變 |
| Vista Private Wealth Partners. LLC | 2,192 | $29.7 萬 | 0.12% | +549+33.4% | 加碼 |
| Manchester Financial Inc | 2,185 | $29.8 萬 | 0.11% | −90−4.0% | 減碼 |
| Coyle Financial Counsel LLC | 2,185 | $29.8 萬 | 0.16% | +9+0.4% | 加碼 |
| United Community Bank | 2,203 | $30.0 萬 | 0.30% | −195−8.1% | 減碼 |
| Financial Advisors Network, Inc. | 2,214 | $30.2 萬 | 0.07% | +90+4.2% | 加碼 |
| Gouws Capital LLC | 2,225 | $30.3 萬 | 0.25% | −300−11.9% | 減碼 |
| Deltec Asset Management LLC | 2,225 | $30.3 萬 | 0.05% | 00.0% | 不變 |
| Blue Bell Private Wealth Management, LLC | 2,227 | $30.4 萬 | 0.09% | 00.0% | 不變 |
| Long Road Investment Counsel, LLC | 2,232 | $30.4 萬 | 0.14% | +2,232 | 新進 |
| Jacobs & Co | 2,250 | $30.6 萬 | 0.03% | +31+1.4% | 加碼 |
| Epic Trust Investment Advisors, LLC | 2,242 | $30.6 萬 | 0.48% | +814+57.0% | 加碼 |
| S. R. Schill & Associates | 2,266 | $30.9 萬 | 0.13% | −805−26.2% | 減碼 |
| Bluesphere Advisors, LLC | 2,274 | $31.0 萬 | 0.26% | −9,318−80.4% | 減碼 |
| Market Street Wealth Management Advisors LLC | 2,275 | $31.0 萬 | 0.11% | −441−16.2% | 減碼 |
| Smith Shellnut Wilson LLC | 2,273 | $31.0 萬 | 0.16% | −36−1.6% | 減碼 |
| Morris Retirement Advisors, LLC | 2,281 | $31.1 萬 | 0.24% | −749−24.7% | 減碼 |
| Lockerman Financial Group, Inc. | 2,278 | $31.1 萬 | 0.84% | −296−11.5% | 減碼 |
| SJS Investment Consulting Inc. | 2,283 | $31.1 萬 | 0.10% | +29+1.3% | 加碼 |
| Wealthstream Advisors, Inc. | 2,295 | $31.3 萬 | 0.27% | −221−8.8% | 減碼 |
| Capital Financial Planning, LLC | 2,299 | $31.3 萬 | 0.11% | −56−2.4% | 減碼 |
| Forefront Wealth Management Inc. | 2,297 | $31.3 萬 | 0.31% | +2+0.1% | 加碼 |
| Trevian Wealth Management LLC | 2,303 | $31.4 萬 | 0.30% | 00.0% | 不變 |
| Salomon & Ludwin, LLC | 2,302 | $31.4 萬 | 0.05% | +44+1.9% | 加碼 |
| Gladius Capital Management LP | 2,305 | $31.5 萬 | 0.11% | −686−22.9% | 減碼 |
| Northern Capital Management, Inc. | 2,313 | $31.5 萬 | 0.26% | −73−3.1% | 減碼 |
| Campbell Wealth Management | 2,309 | $31.5 萬 | 0.04% | +10.0% | 加碼 |
| Basepoint Wealth LLC | 2,313 | $31.5 萬 | 0.29% | +4+0.2% | 加碼 |
| Bridgeworth, LLC | 2,318 | $31.6 萬 | 0.07% | −750−24.4% | 減碼 |
| Garner Asset Management Corp | 2,320 | $31.6 萬 | 0.13% | 00.0% | 不變 |
| Tacita Capital Inc | 2,320 | $31.6 萬 | 0.18% | 00.0% | 不變 |
| Intrepid Capital Management Inc | 2,318 | $31.6 萬 | 0.19% | +7+0.3% | 加碼 |
| ICW Investment Advisors LLC | 2,316 | $31.6 萬 | 0.18% | +81+3.6% | 加碼 |
| Fiducient Advisors LLC | 2,318 | $31.6 萬 | 0.12% | +231+11.1% | 加碼 |
| Jacobson & Schmitt Advisors, LLC | 2,323 | $31.7 萬 | 0.08% | 00.0% | 不變 |
| Baron Silver Stevens Financial Advisors, LLC | 2,330 | $31.7 萬 | 0.07% | +172+8.0% | 加碼 |
| Bickling Financial Services, Inc. | 2,332 | $31.8 萬 | 0.16% | +14+0.6% | 加碼 |
| Von Berge Wealth Management Group, LLC | 2,520 | $31.8 萬 | 0.29% | +1,000+65.8% | 加碼 |
| Isthmus Partners, LLC | 2,349 | $32.0 萬 | 0.05% | +10+0.4% | 加碼 |
| SP Asset Management | 2,355 | $32.1 萬 | 0.03% | +47+2.0% | 加碼 |
| McGowan Group Asset Management, Inc. | 2,352 | $32.1 萬 | 0.05% | +840+55.6% | 加碼 |
| Advance Capital Management, Inc. | 2,359 | $32.2 萬 | 0.04% | +3+0.1% | 加碼 |
| Crown Wealth Group, LLC | 2,362 | $32.2 萬 | 0.22% | +2,362 | 新進 |
| Wills Financial Group, Inc. | 2,368 | $32.3 萬 | 0.14% | +107+4.7% | 加碼 |
| PYA Waltman Capital, LLC | 2,366 | $32.3 萬 | 0.16% | +473+25.0% | 加碼 |
| Truvestments Capital LLC | 2,374 | $32.4 萬 | 0.18% | +11+0.5% | 加碼 |
| Sym Financial Corp | 2,381 | $32.5 萬 | 0.14% | +588+32.8% | 加碼 |
| Summit Wealth Group, LLC | 2,392 | $32.6 萬 | 0.34% | −798−25.0% | 減碼 |
| Truepoint, Inc. | 2,392 | $32.6 萬 | 0.02% | −241−9.2% | 減碼 |
| Lathrop Investment Management Corp | 2,391 | $32.6 萬 | 0.07% | 00.0% | 不變 |
| Curran Financial Partners, LLC | 2,393 | $32.6 萬 | 0.13% | +10.0% | 加碼 |
| NovaPoint Capital, LLC | 2,406 | $32.8 萬 | 0.12% | +15+0.6% | 加碼 |
| Cook Wealth Management Group LLC | 2,653 | $32.9 萬 | 0.35% | 00.0% | 不變 |
| Arnhold LLC | 2,412 | $32.9 萬 | 0.04% | 00.0% | 不變 |
| Jackson, Grant Investment Advisers, Inc. | 2,418 | $33.0 萬 | 0.14% | −96−3.8% | 減碼 |
| Ellsworth Advisors, LLC | 2,508 | $33.0 萬 | 0.12% | +2,508 | 新進 |
| Wealth Advisors, Inc. | 2,430 | $33.1 萬 | 0.12% | −116−4.6% | 減碼 |
| Heritage Financial Services, LLC | 2,431 | $33.1 萬 | 0.22% | −13−0.5% | 減碼 |
| One Wealth Advisors, LLC | 2,430 | $33.1 萬 | 0.08% | +223+10.1% | 加碼 |
| Paragon Capital Management LLC | 2,431 | $33.1 萬 | 0.17% | +2,431 | 新進 |
| Arthur M. Cohen & Associates, LLC | 2,435 | $33.2 萬 | 0.07% | −29−1.2% | 減碼 |
| Pitti Group Wealth Management, LLC | 2,439 | $33.2 萬 | 0.39% | +97+4.1% | 加碼 |
| My Personal CFO, LLC | 2,447 | $33.4 萬 | 0.35% | −110−4.3% | 減碼 |
| Covey Capital Advisors, LLC | 2,450 | $33.4 萬 | 0.35% | −50−2.0% | 減碼 |
| Wealthspan Partners, LLC | 2,447 | $33.4 萬 | 0.30% | +2+0.1% | 加碼 |
| Claris Advisors, LLC | 2,453 | $33.4 萬 | 0.36% | +142+6.1% | 加碼 |
| Global Strategic Investment Solutions, LLC | 2,453 | $33.4 萬 | 0.02% | +551+29.0% | 加碼 |
| Mark Sheptoff Financial Planning, LLC | 2,457 | $33.5 萬 | 0.17% | +501+25.6% | 加碼 |
| J2 Capital Management Inc | 2,462 | $33.6 萬 | 0.37% | −1,885−43.4% | 減碼 |
| West Family Investments, Inc. | 2,469 | $33.7 萬 | 0.10% | −6,123−71.3% | 減碼 |