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 −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 | 5,157 | $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 |
|---|---|---|---|---|---|
| Hedges Asset Management LLC | 4,300 | $58.6 萬 | 0.45% | 00.0% | 不變 |
| Eagle Harbor Asset Management Inc | 4,309 | $58.7 萬 | 0.76% | +88+2.1% | 加碼 |
| Alan B. Lancz & Associates, Inc. | 4,317 | $58.8 萬 | 0.52% | 00.0% | 不變 |
| Beaumont Asset Management, L.L.C. | 4,316 | $58.8 萬 | 0.40% | +14+0.3% | 加碼 |
| Arlington Partners LLC | 4,315 | $58.8 萬 | 0.17% | +276+6.8% | 加碼 |
| Vanguard Capital Wealth Advisors | 4,342 | $59.1 萬 | 0.42% | −342−7.3% | 減碼 |
| Hillcrest Wealth Advisors - NY, LLC | 4,337 | $59.1 萬 | 0.33% | 00.0% | 不變 |
| Lee Financial Co | 4,343 | $59.2 萬 | 0.11% | +169+4.0% | 加碼 |
| Cottonwood Capital Advisors, LLC | 4,361 | $59.4 萬 | 0.47% | −207−4.5% | 減碼 |
| Bender Robert & Associates | 4,354 | $59.4 萬 | 0.17% | +93+2.2% | 加碼 |
| Hamilton Capital, LLC | 4,372 | $59.6 萬 | 0.04% | −2,688−38.1% | 減碼 |
| Zhang Financial LLC | 4,375 | $59.6 萬 | 0.10% | +1,222+38.8% | 加碼 |
| Oliver Lagore Vanvalin Investment Group | 4,383 | $59.7 萬 | 0.40% | −8,677−66.4% | 減碼 |
| Lebenthal Global Advisors, LLC | 4,419 | $60.2 萬 | 0.26% | −1,760−28.5% | 減碼 |
| Aspire Private Capital, LLC | 4,413 | $60.2 萬 | 0.19% | −309−6.5% | 減碼 |
| Advisory Alpha, LLC | 4,414 | $60.2 萬 | 0.04% | −286−6.1% | 減碼 |
| Planning Center, Inc. | 4,414 | $60.2 萬 | 1.73% | −21−0.5% | 減碼 |
| Affinity Capital Advisors, LLC | 4,420 | $60.3 萬 | 0.19% | +11+0.2% | 加碼 |
| Quantum Private Wealth, LLC | 4,432 | $60.4 萬 | 0.26% | 00.0% | 不變 |
| Thrive Wealth Management, LLC | 4,430 | $60.4 萬 | 0.18% | +283+6.8% | 加碼 |
| Independent Solutions Wealth Management, LLC | 4,435 | $60.5 萬 | 0.15% | +44+1.0% | 加碼 |
| Grant Street Asset Management, Inc. | 4,435 | $60.5 萬 | 0.34% | −270−5.7% | 減碼 |
| LifePro Asset Management | 4,445 | $60.6 萬 | 0.22% | −1,972−30.7% | 減碼 |
| Marshall Financial Group Inc | 4,447 | $60.6 萬 | 0.24% | +14+0.3% | 加碼 |
| TFC Financial Management | 4,459 | $60.8 萬 | 0.17% | −625−12.3% | 減碼 |
| Index Fund Advisors, Inc. | 4,458 | $60.8 萬 | 0.05% | −33−0.7% | 減碼 |
| Disciplined Equity Management, Inc. | 4,462 | $60.8 萬 | 0.61% | +89+2.0% | 加碼 |
| Capital One Financial Corp | 4,467 | $60.9 萬 | 0.43% | −5,088−53.2% | 減碼 |
| Cohen & Steers, Inc. | 4,471 | $60.9 萬 | 0.00% | −268−5.7% | 減碼 |
| Day & Ennis, LLC | 4,467 | $60.9 萬 | 0.20% | +108+2.5% | 加碼 |
| Sax Wealth Advisors, LLC | 4,485 | $61.1 萬 | 0.15% | −598−11.8% | 減碼 |
| Lifeworks Advisors, LLC | 4,479 | $61.1 萬 | 0.40% | −27−0.6% | 減碼 |
| Future Financial Wealth Managment LLC | 4,501 | $61.4 萬 | 0.51% | −2,409−34.9% | 減碼 |
| Wimmer Associates 1, LLC | 4,509 | $61.5 萬 | 0.34% | −128−2.8% | 減碼 |
| Merrion Investment Management Co, LLC | 4,544 | $61.9 萬 | 0.45% | 00.0% | 不變 |
| Callan Capital, LLC | 4,541 | $61.9 萬 | 0.09% | +383+9.2% | 加碼 |
| LVZ Advisors, Inc. | 4,546 | $62.0 萬 | 0.09% | +113+2.5% | 加碼 |
| Westhampton Capital, LLC | 4,567 | $62.3 萬 | 0.40% | +90+2.0% | 加碼 |
| Heartwood Wealth Advisors LLC | 4,581 | $62.4 萬 | 0.09% | +27+0.6% | 加碼 |
| F/M Investments LLC | 4,588 | $62.5 萬 | 0.50% | +80+1.8% | 加碼 |
| R.H. Dinel Investment Counsel, Inc. | 4,592 | $62.6 萬 | 0.48% | 00.0% | 不變 |
| Monterey Private Wealth, Inc. | 4,455 | $62.6 萬 | 0.30% | +401+9.9% | 加碼 |
| Kenfarb & Co. | 4,592 | $62.6 萬 | 0.50% | +2,910+173.0% | 加碼 |
| Investment Advisory Group, LLC | 4,621 | $62.9 萬 | 0.38% | +2,020+77.7% | 加碼 |
| Curated Wealth Partners LLC | 3,984 | $63.0 萬 | 0.21% | 00.0% | 不變 |
| NFP Retirement, Inc. | 4,624 | $63.0 萬 | 0.15% | +1,362+41.8% | 加碼 |
| Angeles Wealth Management, LLC | 4,639 | $63.2 萬 | 0.12% | +4,639 | 新進 |
| Strong Tower Advisory Services | 4,649 | $63.4 萬 | 0.32% | +692+17.5% | 加碼 |
| Diamant Asset Management, Inc. | 4,661 | $63.5 萬 | 0.49% | 00.0% | 不變 |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 4,670 | $63.7 萬 | 0.23% | −4,546−49.3% | 減碼 |
| Narus Financial Partners, LLC | 4,702 | $64.1 萬 | 0.36% | +4,702 | 新進 |
| Tyler-Stone Wealth Management | 4,714 | $64.3 萬 | 0.35% | +663+16.4% | 加碼 |
| Sadoff Investment Management LLC | 4,719 | $64.4 萬 | 0.04% | −830−15.0% | 減碼 |
| GenWealth Group, Inc. | 4,729 | $64.5 萬 | 0.18% | +147+3.2% | 加碼 |
| Millennium Capital Advisors, LLC | 4,749 | $64.7 萬 | 0.52% | −175−3.6% | 減碼 |
| Wedge Capital Management L L P | 4,757 | $64.8 萬 | 0.01% | +134+2.9% | 加碼 |
| Norris Financial Group, LLC | 4,770 | $65.0 萬 | 0.39% | −514−9.7% | 減碼 |
| Darwin Advisors, LLC | 4,776 | $65.1 萬 | 0.11% | −30−0.6% | 減碼 |
| TriaGen Wealth Management LLC | 4,800 | $65.4 萬 | 0.34% | 00.0% | 不變 |
| Santori & Peters | 4,819 | $65.6 萬 | 0.37% | −381−7.3% | 減碼 |
| Garde Capital, Inc. | 4,813 | $65.6 萬 | 0.07% | −28−0.6% | 減碼 |
| Bay Rivers Group | 4,827 | $65.8 萬 | 0.47% | +196+4.2% | 加碼 |
| Vigilare Wealth Management | 4,845 | $66.0 萬 | 0.54% | −4,676−49.1% | 減碼 |
| GPS Wealth Strategies Group, LLC | 4,847 | $66.1 萬 | 0.15% | +108+2.3% | 加碼 |
| Bluestein R H & Co | 4,875 | $66.5 萬 | 0.03% | −5−0.1% | 減碼 |
| HHM Wealth Advisors, LLC | 4,886 | $66.6 萬 | 0.16% | +398+8.9% | 加碼 |
| Paloma Partners Management Co | 4,895 | $66.7 萬 | 0.05% | −122,637−96.2% | 減碼 |
| Legacy Advisors, LLC | 4,892 | $66.7 萬 | 0.13% | +1,594+48.3% | 加碼 |
| Stiles Financial Services Inc | 4,916 | $67.0 萬 | 0.34% | +795+19.3% | 加碼 |
| Arkansas Financial Group, Inc. | 4,938 | $67.3 萬 | 0.14% | 00.0% | 不變 |
| Relative Value Partners Group, LLC | 4,934 | $67.3 萬 | 0.05% | +2,626+113.8% | 加碼 |
| Delta Investment Management, LLC | 4,947 | $67.4 萬 | 0.20% | +10.0% | 加碼 |
| Benson Investment Management Company, Inc. | 4,950 | $67.5 萬 | 0.34% | 00.0% | 不變 |
| Centerpoint Advisors, LLC | 4,961 | $67.6 萬 | 0.31% | −46−0.9% | 減碼 |
| FSB Premier Wealth Management, Inc. | 5,482 | $67.6 萬 | 0.34% | +510+10.3% | 加碼 |
| American Research & Management Co. | 4,961 | $67.6 萬 | 0.15% | +100+2.1% | 加碼 |
| Fulton Breakefield Broenniman LLC | 4,959 | $67.6 萬 | 0.06% | +1,164+30.7% | 加碼 |
| FirstPurpose Wealth LLC | 4,981 | $67.9 萬 | 0.53% | +248+5.2% | 加碼 |
| First National Bank | 4,988 | $68.0 萬 | 0.62% | +66+1.3% | 加碼 |
| Lorne Steinberg Wealth Management Inc. | 4,989 | $68.0 萬 | 0.31% | +225+4.7% | 加碼 |
| JBF Capital, Inc. | 5,000 | $68.2 萬 | 0.14% | −45,000−90.0% | 減碼 |
| TCM Advisors, LLC | – | $68.2 萬 | 0.63% | – | – |
| Birchcreek Wealth Management, LLC | 5,008 | $68.3 萬 | 0.61% | +226+4.7% | 加碼 |
| Nadler Financial Group, Inc. | 5,027 | $68.5 萬 | 0.11% | −1,055−17.3% | 減碼 |
| Reston Wealth Management LLC | 5,025 | $68.5 萬 | 0.35% | −121−2.4% | 減碼 |
| Mid-American Wealth Advisory Group, Inc. | 5,035 | $68.6 萬 | 0.54% | −14−0.3% | 減碼 |
| Arbor Investment Advisors, LLC | 5,031 | $68.6 萬 | 0.13% | +314+6.7% | 加碼 |
| Keene & Associates, Inc. | 5,038 | $68.7 萬 | 0.56% | +1,190+30.9% | 加碼 |
| Southeast Asset Advisors Inc. | 5,052 | $68.9 萬 | 0.09% | −15−0.3% | 減碼 |
| Paladin Advisory Group, LLC | 5,093 | $68.9 萬 | 0.56% | +5,093 | 新進 |
| Neo Ivy Capital Management | 5,062 | $69.0 萬 | 0.62% | +1,851+57.6% | 加碼 |
| Crewe Advisors LLC | 5,066 | $69.1 萬 | 0.13% | +330+7.0% | 加碼 |
| Frank, Rimerman Advisors LLC | 5,095 | $69.5 萬 | 0.22% | +1,209+31.1% | 加碼 |
| Lantz Financial LLC | 5,095 | $69.5 萬 | 0.28% | −56−1.1% | 減碼 |
| Independent Family Office, LLC | 3,922 | $69.5 萬 | 0.23% | +817+26.3% | 加碼 |
| Accuvest Global Advisors | 5,109 | $69.6 萬 | 0.35% | +875+20.7% | 加碼 |
| First Heartland Consultants, Inc. | 5,115 | $69.7 萬 | 0.11% | +1,130+28.4% | 加碼 |
| Maltin Wealth Management, Inc. | 5,121 | $69.8 萬 | 0.46% | −731−12.5% | 減碼 |
| Seelaus Asset Management LLC | 5,118 | $69.8 萬 | 0.41% | −450−8.1% | 減碼 |
| Campion Asset Management LLC | 5,137 | $70.0 萬 | 0.60% | 00.0% | 不變 |