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 |
|---|---|---|---|---|---|
| ESG Planning | 3,668 | $50.0 萬 | 0.46% | +3,668 | 新進 |
| Dougherty Wealth Advisers LLC | 3,674 | $50.1 萬 | 0.76% | 00.0% | 不變 |
| BT Wealth Management LLC | 3,673 | $50.1 萬 | 0.13% | +28+0.8% | 加碼 |
| Patron Partners Advisors, LLC | 3,682 | $50.1 萬 | 0.34% | +120+3.4% | 加碼 |
| Amussen Hunsaker Associates LLC | 3,683 | $50.2 萬 | 0.12% | +254+7.4% | 加碼 |
| Cavalier Investments, LLC | 3,679 | $50.2 萬 | 0.13% | +219+6.3% | 加碼 |
| Westshore Wealth, LLC | 3,680 | $50.2 萬 | 0.34% | +452+14.0% | 加碼 |
| Montis Financial, LLC | 3,691 | $50.3 萬 | 0.39% | −1,605−30.3% | 減碼 |
| First National Corp | 3,698 | $50.4 萬 | 0.11% | +4+0.1% | 加碼 |
| Total Investment Management Inc | 3,695 | $50.4 萬 | 0.10% | +27+0.7% | 加碼 |
| Financial Advisory Group | 3,695 | $50.4 萬 | 0.10% | +141+4.0% | 加碼 |
| Stonehearth Capital Management, LLC | 3,714 | $50.6 萬 | 0.26% | −409−9.9% | 減碼 |
| Waterfront Wealth Inc. | 3,814 | $50.6 萬 | 0.18% | +1,794+88.8% | 加碼 |
| Sendero Wealth Management, LLC | 3,726 | $50.8 萬 | 0.23% | −85,240−95.8% | 減碼 |
| Harbor Group, Inc. | 3,735 | $50.9 萬 | 0.32% | +21+0.6% | 加碼 |
| Kidder Stephen W | 3,737 | $51.0 萬 | 0.16% | +100+2.7% | 加碼 |
| Avondale Wealth Management | 3,750 | $51.1 萬 | 0.60% | +750+25.0% | 加碼 |
| Astoria Portfolio Advisors LLC. | 3,754 | $51.2 萬 | 0.40% | +475+14.5% | 加碼 |
| Beech Hill Advisors, Inc. | 3,762 | $51.3 萬 | 0.21% | 00.0% | 不變 |
| Youngs Advisory Group, Inc. | 3,765 | $51.3 萬 | 0.30% | +179+5.0% | 加碼 |
| Eukles Asset Management | 3,773 | $51.4 萬 | 0.28% | +346+10.1% | 加碼 |
| Lumature Wealth Partners, LLC | 3,770 | $51.4 萬 | 0.21% | +3,527+1,451.4% | 加碼 |
| Silver Oak Securities, Inc | 3,853 | $51.4 萬 | 0.10% | +3,853 | 新進 |
| ERn Financial, LLC | 3,772 | $51.4 萬 | 0.11% | +3,772 | 新進 |
| Aprio Wealth Management, LLC | 3,775 | $51.5 萬 | 0.20% | +1,169+44.9% | 加碼 |
| Liberty Wealth Management LLC | 3,795 | $51.7 萬 | 0.19% | +497+15.1% | 加碼 |
| Meridian Financial, LLC | 3,812 | $52.0 萬 | 0.54% | +4+0.1% | 加碼 |
| LCM Capital Management Inc | 3,823 | $52.1 萬 | 0.42% | 00.0% | 不變 |
| Dempze Nancy E | 3,825 | $52.2 萬 | 0.38% | −25−0.6% | 減碼 |
| Vista Capital Partners, Inc. | 3,832 | $52.2 萬 | 0.07% | +1,260+49.0% | 加碼 |
| Capital City Trust Co | 3,850 | $52.5 萬 | 0.15% | −57−1.5% | 減碼 |
| Allie Family Office LLC | 3,850 | $52.5 萬 | 0.40% | +3,850 | 新進 |
| CJM Wealth Advisers, Ltd. | 3,867 | $52.7 萬 | 0.36% | −31−0.8% | 減碼 |
| Sutton Place Investors LLC | 4,178 | $53.0 萬 | 0.63% | +335+8.7% | 加碼 |
| Park Circle Co | 3,900 | $53.2 萬 | 0.44% | 00.0% | 不變 |
| Pluribus Labs, LLC | 3,907 | $53.3 萬 | 2.12% | −3,324−46.0% | 減碼 |
| Sovereign Financial Group, Inc. | 3,908 | $53.3 萬 | 0.20% | +584+17.6% | 加碼 |
| Krane Funds Advisors LLC | 3,914 | $53.4 萬 | 0.02% | −2,969−43.1% | 減碼 |
| Legal Advantage Investments, Inc. | 3,918 | $53.4 萬 | 0.40% | +398+11.3% | 加碼 |
| Thomas Story & Son LLC | 3,924 | $53.5 萬 | 0.21% | 00.0% | 不變 |
| Navis Wealth Advisors, LLC | 3,925 | $53.5 萬 | 0.47% | +815+26.2% | 加碼 |
| Morris Capital Advisors, LLC | 3,932 | $53.6 萬 | 0.42% | −35−0.9% | 減碼 |
| Sage Private Wealth Group, LLC | 3,935 | $53.7 萬 | 0.52% | +275+7.5% | 加碼 |
| TrueWealth Advisors, LLC | 3,391 | $53.7 萬 | 0.24% | 00.0% | 不變 |
| Riversedge Advisors, LLC | 3,943 | $53.8 萬 | 0.17% | +65+1.7% | 加碼 |
| Requisite Capital Management, LLC | 3,964 | $54.0 萬 | 0.17% | 00.0% | 不變 |
| Laurion Capital Management LP | 3,973 | $54.2 萬 | 0.01% | −111,366−96.6% | 減碼 |
| Two Sigma Securities, LLC | 3,975 | $54.2 萬 | 0.08% | −23,014−85.3% | 減碼 |
| Harrington Investments, INC | 3,975 | $54.2 萬 | 0.32% | +33+0.8% | 加碼 |
| S.A. Mason LLC | 3,986 | $54.3 萬 | 0.34% | 00.0% | 不變 |
| Lehman & Derafelo Financial Resources LLC | 3,987 | $54.3 萬 | 0.15% | +1,411+54.8% | 加碼 |
| Echo45 Advisors LLC | 3,996 | $54.5 萬 | 0.43% | −924−18.8% | 減碼 |
| Yarger Wealth Strategies, LLC | 3,995 | $54.5 萬 | 0.71% | +1,258+46.0% | 加碼 |
| AGF Investments LLC | 3,999 | $54.5 萬 | 0.05% | +2,076+108.0% | 加碼 |
| Capstone Wealth Management Group, LLC | 4,003 | $54.6 萬 | 0.55% | +658+19.7% | 加碼 |
| SNS Financial Group, LLC | 4,023 | $54.8 萬 | 0.06% | −1,550−27.8% | 減碼 |
| Northstar Group, Inc. | 4,036 | $54.9 萬 | 0.13% | −34−0.8% | 減碼 |
| Retirement Planning Co of New England, Inc. | 4,031 | $54.9 萬 | 0.31% | +160+4.1% | 加碼 |
| Merriman Wealth Management, LLC | 4,035 | $55.0 萬 | 0.05% | −673−14.3% | 減碼 |
| Adams Chetwood Wealth Management LLC | 4,033 | $55.0 萬 | 0.31% | +161+4.2% | 加碼 |
| Private Wealth Strategies, L.L.C. | 4,045 | $55.1 萬 | 0.14% | +4+0.1% | 加碼 |
| Ullmann Financial Group, Inc. | 4,044 | $55.1 萬 | 0.14% | +45+1.1% | 加碼 |
| Gitterman Wealth Management, LLC | 4,040 | $55.1 萬 | 0.44% | +541+15.5% | 加碼 |
| Silverlake Wealth Management LLC | 4,045 | $55.1 萬 | 0.31% | +157+4.0% | 加碼 |
| Measured Wealth Private Client Group, LLC | 4,046 | $55.2 萬 | 0.20% | −362−8.2% | 減碼 |
| Oberweis Asset Management Inc | 4,050 | $55.2 萬 | 0.11% | +3+0.1% | 加碼 |
| Sunburst Financial Group, LLC | 4,049 | $55.2 萬 | 0.27% | +388+10.6% | 加碼 |
| Annandale Capital, LLC | 4,080 | $55.6 萬 | 0.22% | 00.0% | 不變 |
| RWM Asset Management, LLC | 4,077 | $55.6 萬 | 0.11% | +46+1.1% | 加碼 |
| WNY Asset Management, LLC | 4,052 | $55.6 萬 | 0.17% | +42+1.0% | 加碼 |
| Emerald Advisors, LLC | 4,075 | $55.6 萬 | 0.13% | +106+2.7% | 加碼 |
| Horizon Wealth Management, LLC | 4,098 | $55.9 萬 | 0.17% | −1,146−21.9% | 減碼 |
| Islay Capital Management, LLC | 4,113 | $56.1 萬 | 0.47% | −1,117−21.4% | 減碼 |
| Pacific Center for Financial Services | 4,112 | $56.1 萬 | 0.20% | +20.0% | 加碼 |
| Financial Sense Advisors, Inc. | 4,112 | $56.1 萬 | 0.21% | +4,112 | 新進 |
| Sandy Cove Advisors, LLC | 4,137 | $56.4 萬 | 0.47% | +324+8.5% | 加碼 |
| Retirement Income Solutions, Inc | 4,148 | $56.5 萬 | 0.16% | −600−12.6% | 減碼 |
| Riggs Asset Managment Co. Inc. | 4,143 | $56.5 萬 | 0.17% | −338−7.5% | 減碼 |
| Cahill Financial Advisors Inc | 4,159 | $56.7 萬 | 0.11% | −61−1.4% | 減碼 |
| Centiva Capital, LP | 4,168 | $56.9 萬 | 0.03% | +1,862+80.7% | 加碼 |
| Atalanta Sosnoff Capital, LLC | 4,179 | $57.0 萬 | 0.01% | −864,341−99.5% | 減碼 |
| Security National Bank of So Dak | 4,192 | $57.1 萬 | 0.40% | 00.0% | 不變 |
| Consolidated Planning Corp | 4,186 | $57.1 萬 | 0.40% | +59+1.4% | 加碼 |
| Fi3 FINANCIAL ADVISORS, LLC | 4,187 | $57.1 萬 | 0.44% | +73+1.8% | 加碼 |
| Shulman DeMeo Asset Management LLC | 4,188 | $57.1 萬 | 0.16% | +195+4.9% | 加碼 |
| Domani Wealth, LLC | 4,214 | $57.4 萬 | 0.12% | −196−4.4% | 減碼 |
| Horizon Family Wealth, Inc. | 4,211 | $57.4 萬 | 0.57% | +1,924+84.1% | 加碼 |
| Keystone Wealth Services, LLC | 4,215 | $57.5 萬 | 0.23% | −72−1.7% | 減碼 |
| WSFS Capital Management, LLC | 4,221 | $57.5 萬 | 0.16% | +1,749+70.8% | 加碼 |
| Vericrest Private Wealth | 4,237 | $57.8 萬 | 0.60% | 00.0% | 不變 |
| Five Oceans Advisors | 4,247 | $57.9 萬 | 0.52% | +398+10.3% | 加碼 |
| New Vernon Investment Management LLC | 4,253 | $58.0 萬 | 0.81% | 00.0% | 不變 |
| Paragon Capital Management Ltd | 4,262 | $58.1 萬 | 0.11% | +4+0.1% | 加碼 |
| Semmax Financial Advisors Inc. | 4,269 | $58.2 萬 | 0.23% | −422−9.0% | 減碼 |
| Mogy Joel R Investment Counsel Inc | 4,266 | $58.2 萬 | 0.05% | −177−4.0% | 減碼 |
| Laraway Financial Inc | 4,270 | $58.2 萬 | 0.53% | −10−0.2% | 減碼 |
| Periscope Capital Inc. | 4,267 | $58.2 萬 | 0.01% | +2,951+224.2% | 加碼 |
| Maxele Advisors, LLC | 4,276 | $58.3 萬 | 0.72% | −40−0.9% | 減碼 |
| Financial Advisors, LLC | 4,276 | $58.3 萬 | 0.18% | +200+4.9% | 加碼 |
| Eldridge Investment Advisors, Inc. | 4,284 | $58.4 萬 | 0.20% | −33−0.8% | 減碼 |