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 |
|---|---|---|---|---|---|
| Greenleaf Trust | 73,705 | $1,005 萬 | 0.12% | +8,330+12.7% | 加碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 73,540 | $1,003 萬 | 2.22% | +73,540 | 新進 |
| Boenning & Scattergood, Inc. | 73,372 | $1,000 萬 | 1.61% | +1,324+1.8% | 加碼 |
| Sumitomo Mitsui Financial Group, Inc. | 73,120 | $996.8 萬 | 0.30% | +3,840+5.5% | 加碼 |
| Caldwell Trust Co | 72,891 | $993.7 萬 | 1.18% | +3,136+4.5% | 加碼 |
| Integrated Wealth Concepts LLC | 72,888 | $993.6 萬 | 0.30% | +6,956+10.6% | 加碼 |
| Greenwood Gearhart Inc | 72,840 | $993.0 萬 | 1.36% | +4,058+5.9% | 加碼 |
| Cohen Klingenstein LLC | 72,700 | $991.0 萬 | 0.41% | 00.0% | 不變 |
| Trust Co of Toledo NA | 72,654 | $990.4 萬 | 1.52% | −121−0.2% | 減碼 |
| Redpoint Investment Management Pty Ltd | 72,603 | $989.7 萬 | 0.99% | −254−0.3% | 減碼 |
| Great Valley Advisor Group, Inc. | 69,411 | $988.3 萬 | 0.58% | −10,930−13.6% | 減碼 |
| Gratus Capital LLC | 72,497 | $988.3 萬 | 0.95% | +3,097+4.5% | 加碼 |
| ARS Wealth Advisors Group, LLC | 72,428 | $987.3 萬 | 1.72% | +119+0.2% | 加碼 |
| Stockman Wealth Management, Inc. | 72,272 | $985.2 萬 | 2.04% | +6,492+9.9% | 加碼 |
| CWA Asset Management Group, LLC | 72,159 | $983.7 萬 | 0.75% | −7,907−9.9% | 減碼 |
| Segment Wealth Management, LLC | 72,100 | $982.9 萬 | 1.01% | +5,453+8.2% | 加碼 |
| Goelzer Investment Management, Inc. | 72,007 | $981.6 萬 | 0.85% | +16,607+30.0% | 加碼 |
| Visionary Wealth Advisors | 72,003 | $981.5 萬 | 0.79% | +1,578+2.2% | 加碼 |
| Grimes & Company, Inc. | 71,873 | $979.8 萬 | 0.51% | +9,010+14.3% | 加碼 |
| Walter Public Investments Inc. | 78,929 | $976.8 萬 | 3.30% | +78,929 | 新進 |
| Northern Oak Wealth Management Inc | 71,241 | $971.2 萬 | 1.19% | −2,321−3.2% | 減碼 |
| Dorchester Wealth Management Co | 56,951 | $970.1 萬 | 1.55% | +17,823+45.6% | 加碼 |
| Credit Agricole S A | 71,165 | $970.0 萬 | 0.30% | −23,863−25.1% | 減碼 |
| Motley Fool Asset Management LLC | 71,067 | $968.8 萬 | 0.71% | +71,067 | 新進 |
| Farmers Trust Co | 70,808 | $965.3 萬 | 2.07% | −58−0.1% | 減碼 |
| EFG Asset Management (Americas) Corp. | 70,610 | $964.5 萬 | 1.79% | −34,370−32.7% | 減碼 |
| SFE Investment Counsel | 70,417 | $959.9 萬 | 2.43% | +4,814+7.3% | 加碼 |
| Tompkins Financial Corp | 70,386 | $959.5 萬 | 1.35% | +5,331+8.2% | 加碼 |
| WealthBridge Investment Counsel Inc. | 70,370 | $959.3 萬 | 4.23% | +1,100+1.6% | 加碼 |
| Iowa State Bank | 70,341 | $958.9 萬 | 2.22% | +2,913+4.3% | 加碼 |
| Shelton Capital Management | 70,243 | $957.6 萬 | 0.36% | +273+0.4% | 加碼 |
| D L Carlson Investment Group Inc | 69,998 | $954.2 萬 | 1.59% | −7,360−9.5% | 減碼 |
| Griffin Asset Management, Inc. | 69,942 | $953.5 萬 | 1.24% | +2,687+4.0% | 加碼 |
| Copeland Capital Management, LLC | 69,939 | $953.4 萬 | 0.26% | −186−0.3% | 減碼 |
| Buckingham Capital Management, Inc. | 69,827 | $951.9 萬 | 1.56% | −3,105−4.3% | 減碼 |
| Telos Capital Management, Inc. | 69,829 | $951.9 萬 | 1.24% | +2,486+3.7% | 加碼 |
| Buffington Mohr McNeal | 69,456 | $946.8 萬 | 1.79% | +1,301+1.9% | 加碼 |
| Graves-Light Private Wealth Management, Inc. | 69,326 | $945.1 萬 | 1.32% | +959+1.4% | 加碼 |
| Western Wealth Management, LLC | 68,970 | $940.2 萬 | 0.46% | +37,812+121.4% | 加碼 |
| Mutual Advisors, LLC | 68,908 | $939.4 萬 | 0.53% | +8,532+14.1% | 加碼 |
| Psagot Value Holdings Ltd. / (Israel) | 68,879 | $939.0 萬 | 2.07% | −12,591−15.5% | 減碼 |
| Heritage Trust Co | 68,572 | $934.8 萬 | 1.32% | +265+0.4% | 加碼 |
| Dynamic Advisor Solutions LLC | 68,268 | $930.6 萬 | 0.65% | +6,380+10.3% | 加碼 |
| HB Wealth Management, LLC | 68,064 | $927.9 萬 | 0.17% | +24,202+55.2% | 加碼 |
| Woodmont Investment Counsel LLC | 68,030 | $927.4 萬 | 1.07% | +5,293+8.4% | 加碼 |
| Mark Stevens | 67,856 | $925.0 萬 | 1.03% | −3,436−4.8% | 減碼 |
| Chicago Partners Investment Group LLC | 76,866 | $923.1 萬 | 0.70% | +1,058+1.4% | 加碼 |
| Legacy Private Trust Co. | 67,611 | $921.7 萬 | 0.72% | −151−0.2% | 減碼 |
| Ar Asset Management Inc | 67,531 | $920.6 萬 | 2.33% | −500−0.7% | 減碼 |
| Schnieders Capital Management LLC | 67,356 | $918.2 萬 | 2.19% | +820+1.2% | 加碼 |
| Pallas Capital Advisors LLC | 72,717 | $917.1 萬 | 1.17% | +5,541+8.2% | 加碼 |
| Barbara Oil Co. | 67,000 | $913.3 萬 | 4.18% | 00.0% | 不變 |
| Perigon Wealth Management, LLC | 66,781 | $910.4 萬 | 0.64% | −2,277−3.3% | 減碼 |
| Spinnaker Trust | 66,771 | $910.2 萬 | 0.61% | +1,062+1.6% | 加碼 |
| Gemsstock Limited | 66,500 | $906.5 萬 | 2.41% | −29,300−30.6% | 減碼 |
| Hoertkorn Richard Charles | 66,381 | $904.9 萬 | 3.98% | −5,350−7.5% | 減碼 |
| Cypress Asset Management Inc | 66,329 | $904.2 萬 | 2.65% | −8,264−11.1% | 減碼 |
| First Hawaiian Bank | 66,109 | $901.2 萬 | 0.28% | −2,901−4.2% | 減碼 |
| WoodTrust Financial Corp | 66,017 | $900.0 萬 | 1.83% | +4,288+6.9% | 加碼 |
| Vestor Capital, LLC | 65,902 | $898.4 萬 | 0.89% | −86,260−56.7% | 減碼 |
| Graypoint LLC | 65,798 | $897.0 萬 | 0.89% | +3,189+5.1% | 加碼 |
| Skylands Capital, LLC | 65,550 | $893.6 萬 | 1.08% | +1,900+3.0% | 加碼 |
| Wright Investors Service Inc | 65,393 | $891.5 萬 | 2.22% | +1,810+2.8% | 加碼 |
| Taylor Wealth Management Partners | 65,199 | $888.8 萬 | 3.60% | −1,953−2.9% | 減碼 |
| Sara-Bay Financial | 65,142 | $888.0 萬 | 3.52% | +458+0.7% | 加碼 |
| Pettyjohn, Wood & White, Inc | 65,067 | $887.0 萬 | 1.90% | +835+1.3% | 加碼 |
| Woodstock Corp | 65,000 | $886.1 萬 | 1.04% | +5,723+9.7% | 加碼 |
| Plimoth Trust Co LLC | 64,780 | $883.1 萬 | 2.35% | +766+1.2% | 加碼 |
| Pioneer Trust Bank N A | 64,528 | $879.7 萬 | 2.40% | +76+0.1% | 加碼 |
| Spearhead Capital Advisors, LLC | 64,361 | $877.4 萬 | 1.09% | +3,053+5.0% | 加碼 |
| Moody National Bank Trust Division | 64,332 | $876.9 萬 | 0.27% | −7,089−9.9% | 減碼 |
| Xcel Wealth Management, LLC | 63,938 | $871.6 萬 | 2.39% | +7,325+12.9% | 加碼 |
| JGP Wealth Management, LLC | 65,215 | $870.6 萬 | 1.61% | +372+0.6% | 加碼 |
| Boston Family Office LLC | 63,733 | $868.8 萬 | 0.62% | +114+0.2% | 加碼 |
| Foster & Motley Inc | 63,685 | $868.2 萬 | 0.68% | −1,013−1.6% | 減碼 |
| Hills Bank & Trust Co | 63,562 | $866.4 萬 | 1.23% | −83−0.1% | 減碼 |
| Viking Fund Management LLC | 63,500 | $865.6 萬 | 1.97% | +9,500+17.6% | 加碼 |
| Fagan Associates, Inc. | 63,298 | $862.9 萬 | 1.77% | +519+0.8% | 加碼 |
| Old Second National Bank of Aurora | 63,091 | $860.1 萬 | 2.16% | −4,478−6.6% | 減碼 |
| Sumitomo Life Insurance Co | 63,029 | $859.2 萬 | 0.21% | +11,460+22.2% | 加碼 |
| Core Alternative Capital | 63,008 | $858.9 萬 | 2.30% | −5,952−8.6% | 減碼 |
| Chicago Capital, LLC | 62,943 | $858.0 萬 | 0.37% | +160+0.3% | 加碼 |
| Venator Management LLC | 62,911 | $857.6 萬 | 2.73% | −7,050−10.1% | 減碼 |
| Bridgecreek Investment Management, LLC | 62,610 | $853.5 萬 | 1.27% | +5,500+9.6% | 加碼 |
| Valicenti Advisory Services Inc | 62,512 | $852.2 萬 | 2.24% | +291+0.5% | 加碼 |
| Parallel Advisors, LLC | 60,607 | $851.8 萬 | 0.34% | +7,444+14.0% | 加碼 |
| Harvey Capital Management Inc | 62,342 | $849.8 萬 | 2.62% | −4,825−7.2% | 減碼 |
| Altium Wealth Management LLC | 62,151 | $847.2 萬 | 0.55% | +3,948+6.8% | 加碼 |
| First Western Trust Bank | 60,263 | $846.9 萬 | 0.44% | +60,263 | 新進 |
| Hennion & Walsh Asset Management, Inc. | 62,092 | $846.4 萬 | 0.45% | +6,160+11.0% | 加碼 |
| Wells Trecaso Financial Group, LLC | 61,911 | $844.0 萬 | 3.76% | +1,489+2.5% | 加碼 |
| Everence Capital Management Inc | 61,895 | $843.8 萬 | 0.65% | +11,880+23.8% | 加碼 |
| Oak Harvest Investment Services | 61,829 | $842.9 萬 | 2.09% | +3,516+6.0% | 加碼 |
| Sigma Investment Counselors Inc | 61,787 | $842.3 萬 | 0.60% | +915+1.5% | 加碼 |
| Boyar Asset Management Inc. | 61,653 | $840.5 萬 | 5.40% | +2,197+3.7% | 加碼 |
| Koshinski Asset Management, Inc. | 61,524 | $838.7 萬 | 0.69% | +4,936+8.7% | 加碼 |
| Farmers National Bank | 61,228 | $834.7 萬 | 2.89% | +589+1.0% | 加碼 |
| Coldstream Capital Management Inc | 60,975 | $831.2 萬 | 0.29% | −5,300−8.0% | 減碼 |
| Frontier Wealth Management LLC | 63,115 | $830.2 萬 | 0.10% | −1,854−2.9% | 減碼 |
| Wilson Asset Management (International) Pty Ltd | 60,837 | $829.3 萬 | 2.07% | +60,837 | 新進 |