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
- 3,520
- 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 1,275 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 | 5,157 | $6,437 億 |
| 2026 年第 1 季 | 5,103 | $5,721 億 |
| 2025 年第 4 季 | 5,155 | $6,395 億 |
| 2025 年第 3 季 | 4,766 | $6,180 億 |
| 2025 年第 2 季 | 4,753 | $5,824 億 |
| 2025 年第 1 季 | 4,680 | $4,946 億 |
| 2024 年第 4 季 | 4,680 | $4,900 億 |
| 2024 年第 3 季 | 4,216 | $4,294 億 |
| 2024 年第 2 季 | 4,182 | $4,162 億 |
| 2024 年第 1 季 | 4,121 | $4,145 億 |
| 2023 年第 4 季 | 4,002 | $3,518 億 |
| 2023 年第 3 季 | 3,711 | $2,970 億 |
| 2023 年第 2 季 | 3,673 | $2,976 億 |
| 2023 年第 1 季 | 3,613 | $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 | 3,520 | $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 |
|---|---|---|---|---|---|
| West Family Investments, Inc. | 2,469 | $33.7 萬 | 0.10% | −6,123−71.3% | 減碼 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 2,487 | $33.9 萬 | 0.06% | −100−3.9% | 減碼 |
| Insight Wealth Partners, LLC | 2,504 | $34.1 萬 | 0.24% | −531−17.5% | 減碼 |
| Aquatic Capital Management LLC | 2,500 | $34.1 萬 | 0.51% | +2,500 | 新進 |
| New World Advisors LLC | 2,622 | $34.2 萬 | 0.18% | +735+39.0% | 加碼 |
| Tamar Securities, LLC | 2,509 | $34.2 萬 | 0.10% | +647+34.7% | 加碼 |
| Beirne Wealth Consulting Services, LLC | 2,519 | $34.3 萬 | 0.19% | +10+0.4% | 加碼 |
| Horst & Graben Wealth Management LLC | 2,526 | $34.4 萬 | 0.08% | +17+0.7% | 加碼 |
| Integrity Financial Corp | 2,529 | $34.5 萬 | 0.28% | −1,230−32.7% | 減碼 |
| Cypress Capital, LLC | 2,528 | $34.5 萬 | 0.04% | −740−22.6% | 減碼 |
| David J Yvars Group | 2,539 | $34.6 萬 | 0.24% | −715−22.0% | 減碼 |
| TSFG, LLC | 2,544 | $34.7 萬 | 0.13% | −8−0.3% | 減碼 |
| Covestor Ltd | 2,546 | $34.7 萬 | 0.24% | +485+23.5% | 加碼 |
| Raffa Wealth Management, LLC | 2,549 | $34.7 萬 | 0.13% | −272−9.6% | 減碼 |
| Kraematon Investment Advisors, Inc | 2,553 | $34.8 萬 | 0.33% | +16+0.6% | 加碼 |
| WMG Financial Advisors, LLC | 2,568 | $34.8 萬 | 0.26% | +273+11.9% | 加碼 |
| Paragon Wealth Strategies, LLC | 2,576 | $35.1 萬 | 0.09% | +33+1.3% | 加碼 |
| Encompass Wealth Advisors, LLC | 2,575 | $35.1 萬 | 0.09% | +92+3.7% | 加碼 |
| Silver Lake Advisory, LLC | 2,590 | $35.3 萬 | 0.17% | −997−27.8% | 減碼 |
| Clay Northam Wealth Management, LLC | 2,586 | $35.3 萬 | 0.36% | −25−1.0% | 減碼 |
| Karn, Couzens & Associates, Inc. | 2,586 | $35.3 萬 | 0.22% | 00.0% | 不變 |
| Strategic Family Wealth Counselors, L.L.C. | 2,600 | $35.4 萬 | 0.14% | 00.0% | 不變 |
| Opal Wealth Advisors, LLC | 2,595 | $35.4 萬 | 0.31% | +127+5.1% | 加碼 |
| Bond & Devick Financial Network, Inc. | 2,598 | $35.4 萬 | 0.28% | +200+8.3% | 加碼 |
| Marathon Trading Investment Management LLC | 2,600 | $35.4 萬 | 0.16% | +2,600 | 新進 |
| Snider Financial Group | 2,605 | $35.5 萬 | 0.16% | −124−4.5% | 減碼 |
| US Financial Advisors, LLC | 2,617 | $35.7 萬 | 0.17% | 00.0% | 不變 |
| Pinnacle Financial Group, LLC | 2,618 | $35.7 萬 | 0.29% | +349+15.4% | 加碼 |
| Altus Wealth Management, LLC | 2,625 | $35.8 萬 | 0.25% | +7+0.3% | 加碼 |
| Madison Wealth Management | 2,623 | $35.8 萬 | 0.08% | +101+4.0% | 加碼 |
| Symphony Financial, Ltd. Co. | 2,734 | $35.8 萬 | 0.08% | +975+55.4% | 加碼 |
| Capital Counsel LLC | 2,635 | $35.9 萬 | 0.02% | −82−3.0% | 減碼 |
| Fountainhead AM, LLC | 2,642 | $36.0 萬 | 0.16% | −259−8.9% | 減碼 |
| AIMZ Investment Advisors, LLC | 2,639 | $36.0 萬 | 0.15% | 00.0% | 不變 |
| Arcadia Investment Management Corp | 2,650 | $36.1 萬 | 0.07% | −94−3.4% | 減碼 |
| Pennsylvania Capital Management Inc | 2,648 | $36.1 萬 | 0.15% | 00.0% | 不變 |
| FSA Wealth Management LLC | 2,282 | $36.1 萬 | 0.21% | 00.0% | 不變 |
| Milestone Advisory Partners | 2,654 | $36.2 萬 | 0.20% | +2,654 | 新進 |
| Astrantus Ltd | 2,662 | $36.3 萬 | 0.61% | +2,662 | 新進 |
| Dock Street Asset Management Inc | 2,670 | $36.4 萬 | 0.07% | −45−1.7% | 減碼 |
| Horizon Kinetics Asset Management LLC | 2,676 | $36.5 萬 | 0.01% | −191−6.7% | 減碼 |
| Mayport, LLC | 2,677 | $36.5 萬 | 0.25% | 00.0% | 不變 |
| Intrinsic Value Partners, LLC | 2,702 | $36.8 萬 | 0.39% | −30−1.1% | 減碼 |
| Pin Oak Investment Advisors Inc | 2,704 | $36.9 萬 | 0.39% | −150−5.3% | 減碼 |
| Avion Wealth | 2,716 | $37.0 萬 | 0.11% | 00.0% | 不變 |
| GeoWealth Management, LLC | 2,734 | $37.1 萬 | 0.03% | −625−18.6% | 減碼 |
| Reik & Co., LLC | 2,722 | $37.1 萬 | 0.09% | 00.0% | 不變 |
| Murphy Pohlad Asset Management LLC | 2,725 | $37.1 萬 | 0.15% | 00.0% | 不變 |
| Trellis Advisors, LLC | 2,719 | $37.1 萬 | 0.19% | +5+0.2% | 加碼 |
| Guild Investment Management, Inc. | 2,732 | $37.2 萬 | 0.38% | 00.0% | 不變 |
| Wedgewood Investors Inc | 2,741 | $37.4 萬 | 0.45% | 00.0% | 不變 |
| Apeiron RIA LLC | 2,851 | $37.4 萬 | 0.18% | +130+4.8% | 加碼 |
| Pure Financial Advisors, Inc. | 2,748 | $37.5 萬 | 0.02% | −110−3.8% | 減碼 |
| Richwood Investment Advisors, LLC | 2,748 | $37.5 萬 | 0.33% | +1,057+62.5% | 加碼 |
| TNF LLC | 2,962 | $37.6 萬 | 0.17% | +6+0.2% | 加碼 |
| Financial Council Asset Management Inc | 2,775 | $37.8 萬 | 0.46% | 00.0% | 不變 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,782 | $37.9 萬 | 0.20% | 00.0% | 不變 |
| Cooper/Haims Advisors, LLC | 2,785 | $38.0 萬 | 0.25% | −717−20.5% | 減碼 |
| Act Wealth Management, LLC | 2,786 | $38.0 萬 | 0.22% | +37+1.3% | 加碼 |
| Strid Group, LLC | 2,800 | $38.2 萬 | 0.08% | 00.0% | 不變 |
| Columbus Macro, LLC | 2,812 | $38.3 萬 | 0.13% | −21−0.7% | 減碼 |
| Hofer & Associates. Inc | 2,812 | $38.3 萬 | 0.34% | +67+2.4% | 加碼 |
| Horan Securities, Inc. | 2,814 | $38.4 萬 | 0.23% | +289+11.4% | 加碼 |
| Corrigan Financial, Inc. | 2,819 | $38.4 萬 | 0.12% | +2+0.1% | 加碼 |
| Marotta Asset Management | 2,825 | $38.5 萬 | 0.09% | +140+5.2% | 加碼 |
| Evolution Wealth Advisors, LLC | 2,821 | $38.6 萬 | 0.08% | −1,070−27.5% | 減碼 |
| Bell Rock Capital LLC | 2,945 | $38.7 萬 | 0.36% | −196−6.2% | 減碼 |
| Capital Investment Counsel, Inc | 2,842 | $38.7 萬 | 0.08% | −200−6.6% | 減碼 |
| Permit Capital, LLC | 2,842 | $38.7 萬 | 0.10% | −172−5.7% | 減碼 |
| Lenox Wealth Advisors, LLC | 2,897 | $38.7 萬 | 0.05% | +11+0.4% | 加碼 |
| Mizuho Securities Co. Ltd. | 2,840 | $38.7 萬 | 0.08% | +2,331+458.0% | 加碼 |
| Fortis Advisors, LLC | 2,847 | $38.8 萬 | 0.21% | 00.0% | 不變 |
| Cedrus LLC | 2,853 | $38.9 萬 | 0.35% | +379+15.3% | 加碼 |
| Angeles Investment Advisors, LLC | 2,850 | $38.9 萬 | 0.03% | −4,576−61.6% | 減碼 |
| Alliance Wealth Advisors, LLC | 2,854 | $38.9 萬 | 0.32% | −311−9.8% | 減碼 |
| Verity Asset Management, Inc. | 2,844 | $38.9 萬 | 0.25% | +1,508+112.9% | 加碼 |
| Tranquilli Financial Advisor LLC | 2,864 | $39.0 萬 | 0.28% | +52+1.8% | 加碼 |
| Levy Wealth Management Group, LLC | 2,875 | $39.2 萬 | 0.16% | +14+0.5% | 加碼 |
| Financial Engines Advisors L.L.C. | 2,881 | $39.3 萬 | 0.00% | +516+21.8% | 加碼 |
| Shapiro Capital Management LLC | 2,880 | $39.3 萬 | 0.01% | +2,880 | 新進 |
| Sequent Asset Management, LLC | 2,890 | $39.4 萬 | 0.23% | +10.0% | 加碼 |
| Financial Advisory Corp | 2,888 | $39.4 萬 | 0.21% | +19+0.7% | 加碼 |
| 1776 Wealth LLC | 2,891 | $39.4 萬 | 0.23% | +720+33.2% | 加碼 |
| Hutner Capital Management Inc | 2,897 | $39.5 萬 | 0.23% | −542−15.8% | 減碼 |
| Howard Wealth Management, LLC | 2,901 | $39.5 萬 | 0.22% | −91−3.0% | 減碼 |
| Gemmer Asset Management LLC | 2,924 | $39.8 萬 | 0.05% | −3−0.1% | 減碼 |
| Bridgefront Capital, LLC | 2,924 | $39.9 萬 | 0.49% | −5,237−64.2% | 減碼 |
| Vista Wealth Management Group, LLC | 2,930 | $39.9 萬 | 0.06% | −362−11.0% | 減碼 |
| Resolute Financial, LLC | 2,929 | $39.9 萬 | 0.32% | 00.0% | 不變 |
| Avenir Corp | 2,924 | $39.9 萬 | 0.03% | 00.0% | 不變 |
| Magnolia Capital Management Ltd | 2,925 | $39.9 萬 | 0.33% | 00.0% | 不變 |
| Ocean Capital Management, LLC | 2,900 | $39.9 萬 | 0.16% | 00.0% | 不變 |
| Chelsea Counsel Co | 2,931 | $40.0 萬 | 0.18% | −1,489−33.7% | 減碼 |
| Koss-Olinger Consulting, LLC | 2,935 | $40.0 萬 | 0.06% | −332−10.2% | 減碼 |
| Cahaba Wealth Management, Inc. | 3,361 | $40.1 萬 | 0.06% | +790+30.7% | 加碼 |
| KWB Wealth | 2,532 | $40.1 萬 | 0.07% | 00.0% | 不變 |
| Indie Asset Partners, LLC | 2,958 | $40.3 萬 | 0.30% | +157+5.6% | 加碼 |
| Monument Capital Management | 2,962 | $40.4 萬 | 0.13% | −3,376−53.3% | 減碼 |
| Sloy Dahl & Holst, LLC | 2,980 | $40.6 萬 | 0.07% | −546−15.5% | 減碼 |
| Ackerman Capital Advisors, LLC | 2,987 | $40.7 萬 | 0.10% | 00.0% | 不變 |