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 5,158 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 | 5,158 | $6,437 億 |
| 2026 年第 1 季 | 5,103 | $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 | 4,680 | $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 | 3,710 | $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 | 3,628 | $2,783 億 |
| 2022 年第 3 季 | 3,395 | $2,129 億 |
| 2022 年第 2 季 | 3,427 | $2,293 億 |
| 2022 年第 1 季 | 3,519 | $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 |
|---|---|---|---|---|---|
| Great Point Wealth Advisors, LLC | 5,141 | $70.1 萬 | 0.22% | 00.0% | 不變 |
| Summit Asset Management, LLC | 5,140 | $70.1 萬 | 0.20% | +145+2.9% | 加碼 |
| Avaii Wealth Management, LLC | 5,152 | $70.2 萬 | 0.65% | +1,333+34.9% | 加碼 |
| Hexagon Capital Partners LLC | 5,159 | $70.3 萬 | 0.19% | +14+0.3% | 加碼 |
| Independent Wealth Network Inc. | 5,158 | $70.3 萬 | 0.45% | +75+1.5% | 加碼 |
| Element Wealth, LLC | 5,190 | $70.8 萬 | 0.57% | −53−1.0% | 減碼 |
| Austin Private Wealth, LLC | 5,193 | $70.8 萬 | 0.14% | +169+3.4% | 加碼 |
| Rational Advisors LLC | 5,210 | $71.0 萬 | 0.04% | −11,337−68.5% | 減碼 |
| Key Client Fiduciary Advisors, LLC | 5,210 | $71.0 萬 | 0.58% | −35−0.7% | 減碼 |
| Oak Family Advisors, LLC | 5,217 | $71.1 萬 | 0.36% | +10.0% | 加碼 |
| Southland Equity Partners LLC | 5,243 | $71.5 萬 | 0.30% | +183+3.6% | 加碼 |
| S&T Bank | 5,242 | $71.5 萬 | 0.11% | −119−2.2% | 減碼 |
| Foster Victor Wealth Advisors, LLC | 5,446 | $71.6 萬 | 0.10% | +247+4.8% | 加碼 |
| Eagle Strategies LLC | 5,256 | $71.7 萬 | 0.28% | +258+5.2% | 加碼 |
| Omnia Family Wealth, LLC | 5,268 | $71.8 萬 | 0.48% | −95−1.8% | 減碼 |
| Investment House LLC | 5,300 | $72.2 萬 | 0.05% | −300−5.4% | 減碼 |
| Legacy Wealth Planning, LLC | 5,294 | $72.2 萬 | 0.85% | −264−4.7% | 減碼 |
| Camden Capital, LLC | 5,305 | $72.3 萬 | 0.16% | −3,976−42.8% | 減碼 |
| Copperwynd Financial, LLC | 5,314 | $72.4 萬 | 0.30% | +172+3.3% | 加碼 |
| Hutchinson Capital Management | 5,321 | $72.5 萬 | 0.17% | +96+1.8% | 加碼 |
| Powers Advisory Group, LLC | 5,323 | $72.6 萬 | 0.51% | +167+3.2% | 加碼 |
| Glassman Wealth Services | 5,333 | $72.7 萬 | 0.13% | −71−1.3% | 減碼 |
| Harris Associates L P大師Oakmark（Harris Associates） | 5,337 | $72.8 萬 | 0.00% | 00.0% | 不變 |
| Edgemoor Investment Advisors, Inc. | 5,355 | $73.0 萬 | 0.08% | +1,515+39.5% | 加碼 |
| Kaydan Wealth Management, Inc. | 5,359 | $73.1 萬 | 0.32% | +122+2.3% | 加碼 |
| Titus Wealth Management | 5,361 | $73.1 萬 | 0.33% | +78+1.5% | 加碼 |
| Creative Financial Designs Inc | 5,371 | $73.2 萬 | 0.11% | −5,894−52.3% | 減碼 |
| Ambassador Advisors, LLC | 5,368 | $73.2 萬 | 0.14% | +10.0% | 加碼 |
| Unio Capital LLC | 5,370 | $73.2 萬 | 0.32% | 00.0% | 不變 |
| VisionPoint Advisory Group, LLC | 6,218 | $73.4 萬 | 0.34% | −1,339−17.7% | 減碼 |
| First Bank & Trust | 5,385 | $73.4 萬 | 0.23% | −1,508−21.9% | 減碼 |
| Financial Perspectives, Inc | 5,389 | $73.5 萬 | 0.34% | +358+7.1% | 加碼 |
| Burt Wealth Advisors | 5,397 | $73.6 萬 | 0.22% | 00.0% | 不變 |
| Wendell David Associates Inc | 5,415 | $73.8 萬 | 0.08% | 00.0% | 不變 |
| RGT Wealth Advisors, LLC | 5,439 | $74.1 萬 | 0.12% | −624−10.3% | 減碼 |
| Forum Private Client Group LLC | 5,445 | $74.2 萬 | 0.58% | +5,445 | 新進 |
| Wagner Wealth Management, LLC | 5,452 | $74.3 萬 | 0.52% | −1,239−18.5% | 減碼 |
| Centric Wealth Management | 5,457 | $74.4 萬 | 0.24% | −90−1.6% | 減碼 |
| Trust Co of Oklahoma | 5,470 | $74.6 萬 | 0.29% | 00.0% | 不變 |
| Deuterium Capital Management, LLC | 5,469 | $74.6 萬 | 0.96% | −3,090−36.1% | 減碼 |
| Garrett Investment Advisors LLC | 5,481 | $74.7 萬 | 0.19% | +562+11.4% | 加碼 |
| Heritage Investment Group, Inc. | 5,495 | $74.9 萬 | 0.54% | −25−0.5% | 減碼 |
| Perritt Capital Management Inc | 5,492 | $74.9 萬 | 0.40% | 00.0% | 不變 |
| Financial Strategies Group, Inc. | 5,500 | $75.0 萬 | 0.30% | +916+20.0% | 加碼 |
| Cypress Wealth Services, LLC | 5,509 | $75.1 萬 | 0.20% | −75−1.3% | 減碼 |
| Greatmark Investment Partners, Inc. | 5,510 | $75.1 萬 | 0.12% | +210+4.0% | 加碼 |
| Kowal Investment Group, LLC | 5,512 | $75.1 萬 | 0.23% | +962+21.1% | 加碼 |
| William Allan, LLC | 5,519 | $75.2 萬 | 0.57% | −29−0.5% | 減碼 |
| 5th Street Advisors, LLC | 5,520 | $75.2 萬 | 0.80% | +20+0.4% | 加碼 |
| McIlrath & Eck, LLC | 5,520 | $75.2 萬 | 0.22% | +171+3.2% | 加碼 |
| Castle Rock Wealth Management, LLC | 5,739 | $75.3 萬 | 0.35% | −435−7.0% | 減碼 |
| Rede Wealth, LLC | 5,528 | $75.3 萬 | 0.35% | +36+0.7% | 加碼 |
| Sweet Financial Partners, LLC | 5,578 | $76.0 萬 | 0.20% | +3,412+157.5% | 加碼 |
| Legacy Capital Partners, Inc. | 5,591 | $76.2 萬 | 0.25% | +75+1.4% | 加碼 |
| Financial Consulate, Inc | 5,587 | $76.2 萬 | 0.29% | +150+2.8% | 加碼 |
| Tributary Capital Management, LLC | 5,610 | $76.5 萬 | 0.06% | −250−4.3% | 減碼 |
| Diversified, LLC | 5,620 | $76.6 萬 | 0.31% | +56+1.0% | 加碼 |
| Freedman Financial Associates, Inc. | 5,660 | $76.9 萬 | 0.53% | 00.0% | 不變 |
| Willner & Heller, LLC | 4,863 | $77.0 萬 | 0.95% | −179−3.6% | 減碼 |
| Round Rock Advisors, LLC | 5,667 | $77.3 萬 | 0.31% | +5,667 | 新進 |
| Portland Global Advisors LLC | 5,695 | $77.6 萬 | 0.13% | 00.0% | 不變 |
| Humankind Investments LLC | 5,692 | $77.6 萬 | 0.32% | +504+9.7% | 加碼 |
| Cherry Creek Investment Advisors, Inc. | 5,705 | $77.8 萬 | 0.51% | −1,048−15.5% | 減碼 |
| Cardinal Strategic Wealth Guidance | 5,660 | $77.8 萬 | 0.36% | −350−5.8% | 減碼 |
| Alliance Wealth Management Group | 5,715 | $77.9 萬 | 0.25% | +100+1.8% | 加碼 |
| Fairview Capital Investment Management, LLC | 5,717 | $77.9 萬 | 0.05% | +956+20.1% | 加碼 |
| Eubel Brady & Suttman Asset Management Inc | 5,720 | $78.0 萬 | 0.14% | −132−2.3% | 減碼 |
| WealthTrust Axiom LLC | 5,724 | $78.0 萬 | 0.24% | −60−1.0% | 減碼 |
| Gray Wealth Management Inc. | 5,718 | $78.0 萬 | 0.40% | +550+10.6% | 加碼 |
| Teamwork Financial Advisors, LLC | 5,730 | $78.1 萬 | 0.15% | −8,481−59.7% | 減碼 |
| Ninety One SA (PTY) Ltd | 5,610 | $78.1 萬 | 0.22% | 00.0% | 不變 |
| PBMares Wealth Management LLC | 5,736 | $78.2 萬 | 0.48% | −325−5.4% | 減碼 |
| Jacobs Levy Equity Management, Inc | 5,742 | $78.3 萬 | 0.01% | −2,304−28.6% | 減碼 |
| Regent Peak Wealth Advisors LLC | 5,748 | $78.4 萬 | 0.22% | −602−9.5% | 減碼 |
| Barnes Pettey Financial Advisors, LLC | 5,753 | $78.4 萬 | 0.95% | −13−0.2% | 減碼 |
| DRW Securities, LLC | 5,765 | $78.6 萬 | 0.20% | −4,316−42.8% | 減碼 |
| E Fund Management Co., Ltd. | 5,765 | $78.6 萬 | 0.03% | −767−11.7% | 減碼 |
| Raub Brock Capital Management LP | 5,779 | $78.8 萬 | 0.13% | +2,160+59.7% | 加碼 |
| Financial Management Network Inc | 5,806 | $78.9 萬 | 0.40% | +597+11.5% | 加碼 |
| Castleview Partners, LLC | 5,809 | $79.1 萬 | 0.49% | −760,640−99.2% | 減碼 |
| LWM Advisory Services, LLC | 5,821 | $79.1 萬 | 0.98% | −352−5.7% | 減碼 |
| Bellevue Asset Management, LLC | 5,742 | $79.1 萬 | 0.48% | −4−0.1% | 減碼 |
| Integral Investment Advisors, Inc. | 5,806 | $79.2 萬 | 0.50% | +751+14.9% | 加碼 |
| Hirtle Callaghan & Co LLC | 5,813 | $79.2 萬 | 0.04% | +4,218+264.5% | 加碼 |
| Sandbox Financial Partners, LLC | 5,817 | $79.3 萬 | 0.45% | +267+4.8% | 加碼 |
| Insight Advisors, LLC | 5,841 | $79.6 萬 | 0.24% | −1,222−17.3% | 減碼 |
| Stanley-Laman Group, Ltd. | 5,848 | $79.7 萬 | 0.11% | −69−1.2% | 減碼 |
| Vicus Capital | 5,857 | $79.8 萬 | 0.08% | +578+10.9% | 加碼 |
| BMS Financial Advisors, LLC | 5,864 | $79.9 萬 | 0.51% | +245+4.4% | 加碼 |
| Keystone Financial Services | 6,571 | $80.0 萬 | 0.46% | −35−0.5% | 減碼 |
| Carlson Capital Management | 5,865 | $80.0 萬 | 0.07% | +153+2.7% | 加碼 |
| Cross Staff Investments Inc | 5,874 | $80.1 萬 | 0.74% | +10.0% | 加碼 |
| BFT Financial Group, LLC | 5,883 | $80.2 萬 | 0.13% | +5,883 | 新進 |
| McDaniel Terry & Co | 5,889 | $80.3 萬 | 0.09% | −326−5.2% | 減碼 |
| Moller Financial Services | 5,891 | $80.3 萬 | 0.25% | +315+5.6% | 加碼 |
| Simon Quick Advisors, LLC | 5,918 | $80.7 萬 | 0.23% | −5,837−49.7% | 減碼 |
| SBK Financial, Inc. | 5,922 | $80.7 萬 | 0.80% | 00.0% | 不變 |
| Aurora Private Wealth, Inc. | 5,917 | $80.7 萬 | 0.33% | +263+4.7% | 加碼 |
| Silicon Valley Capital Partners | 5,927 | $80.8 萬 | 0.13% | +1,685+39.7% | 加碼 |
| Concorde Asset Management, LLC | 5,215 | $81.0 萬 | 0.54% | +18+0.3% | 加碼 |