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 |
|---|---|---|---|---|---|
| Mengis Capital Management, Inc. | 60,475 | $824.4 萬 | 1.58% | −1,185−1.9% | 減碼 |
| Inlet Private Wealth, LLC | 60,438 | $823.9 萬 | 2.06% | +179+0.3% | 加碼 |
| Icon Wealth Partners, LLC | 60,438 | $823.9 萬 | 0.82% | +4,317+7.7% | 加碼 |
| Allied Investment Advisors, LLC | 60,143 | $819.9 萬 | 2.67% | +3,954+7.0% | 加碼 |
| Level Four Advisory Services, LLC | 60,126 | $819.6 萬 | 0.64% | +2,528+4.4% | 加碼 |
| Nwi Management LP | 60,000 | $817.9 萬 | 1.44% | 00.0% | 不變 |
| Bright Rock Capital Management, LLC | 60,000 | $817.9 萬 | 1.93% | 00.0% | 不變 |
| Banco BTG Pactual S.A. | 60,000 | $817.9 萬 | 4.28% | +60,000 | 新進 |
| Camden National Bank | 59,836 | $815.7 萬 | 1.48% | +317+0.5% | 加碼 |
| Edgar Lomax Co | 59,775 | $814.9 萬 | 0.48% | +59,775 | 新進 |
| Savant Capital, LLC | 59,702 | $813.8 萬 | 0.27% | −1,052−1.7% | 減碼 |
| Clear Harbor Asset Management, LLC | 59,629 | $812.9 萬 | 0.93% | +11,804+24.7% | 加碼 |
| Bank of Hawaii | 59,511 | $811.3 萬 | 0.44% | −529−0.9% | 減碼 |
| Hartford Financial Management Inc. | 59,442 | $810.3 萬 | 1.95% | −433−0.7% | 減碼 |
| Apriem Advisors | 59,395 | $809.7 萬 | 1.19% | −392−0.7% | 減碼 |
| Spectrum Management Group, LLC | 59,237 | $807.5 萬 | 1.28% | +768+1.3% | 加碼 |
| Baldwin Brothers Inc | 59,210 | $807.1 萬 | 0.86% | +6,602+12.5% | 加碼 |
| Independent Investors Inc | 59,149 | $806.3 萬 | 1.79% | 00.0% | 不變 |
| Perennial Advisors, LLC | 59,125 | $806.0 萬 | 2.14% | +2,508+4.4% | 加碼 |
| Apollon Wealth Management, LLC | 59,064 | $805.2 萬 | 0.57% | +532+0.9% | 加碼 |
| Q Capital Solutions | 59,018 | $804.5 萬 | 6.59% | −27,740−32.0% | 減碼 |
| Adalta Capital Management LLC | 58,899 | $802.9 萬 | 4.01% | −796−1.3% | 減碼 |
| Gifford Fong Associates | 58,800 | $801.6 萬 | 1.47% | 00.0% | 不變 |
| Ropes Wealth Advisors LLC | 58,502 | $797.5 萬 | 1.37% | −812−1.4% | 減碼 |
| Arrow Financial Corp | 58,381 | $795.9 萬 | 0.95% | −1,355−2.3% | 減碼 |
| Thoroughbred Financial Services, LLC | 58,361 | $795.5 萬 | 1.30% | +24,865+74.2% | 加碼 |
| Empirical Finance, LLC | 58,311 | $794.9 萬 | 0.89% | +5,905+11.3% | 加碼 |
| Philadelphia Trust Co | 58,211 | $793.5 萬 | 0.63% | −12,806−18.0% | 減碼 |
| One Capital Management, LLC | 58,084 | $791.7 萬 | 0.42% | +1,470+2.6% | 加碼 |
| Laurel Wealth Advisors LLC | 57,953 | $790.0 萬 | 1.69% | +446+0.8% | 加碼 |
| Bard Financial Services, Inc. | 57,840 | $788.5 萬 | 0.64% | −1,250−2.1% | 減碼 |
| Fundamentun, LLC | 57,760 | $787.4 萬 | 1.31% | +2,260+4.1% | 加碼 |
| United Fire Group Inc | 57,736 | $787.1 萬 | 4.05% | 00.0% | 不變 |
| Buckley Wealth Management, LLC | 57,680 | $786.3 萬 | 2.13% | +1,663+3.0% | 加碼 |
| AMG National Trust Bank | 57,615 | $785.4 萬 | 0.25% | −31−0.1% | 減碼 |
| Princeton Global Asset Management LLC | 57,582 | $785.0 萬 | 2.18% | +1,556+2.8% | 加碼 |
| Altrafin AG | 57,456 | $783.2 萬 | 3.08% | −3,662−6.0% | 減碼 |
| Power Corp of Canada | 57,292 | $781.0 萬 | 0.65% | +57,292 | 新進 |
| Buckingham Strategic Wealth, LLC | 57,200 | $779.7 萬 | 0.15% | +1,067+1.9% | 加碼 |
| Carmel Capital Management L.L.C. | 57,068 | $778.0 萬 | 4.05% | +500+0.9% | 加碼 |
| BOK Financial Private Wealth, Inc. | 57,070 | $778.0 萬 | 0.55% | +692+1.2% | 加碼 |
| Mount Yale Investment Advisors, LLC | 56,975 | $776.7 萬 | 0.84% | +3,974+7.5% | 加碼 |
| Sanders Morris Harris LLC | 56,957 | $776.5 萬 | 1.51% | +2,857+5.3% | 加碼 |
| Royal Fund Management, LLC | 56,903 | $775.7 萬 | 1.13% | −73−0.1% | 減碼 |
| Leonteq Securities AG | 56,884 | $775.4 萬 | 0.34% | +37,998+201.2% | 加碼 |
| Wealthsource Partners, LLC | 56,592 | $771.5 萬 | 0.52% | +33,627+146.4% | 加碼 |
| Terry L. Blaker | 56,386 | $768.7 萬 | 0.63% | +121+0.2% | 加碼 |
| Family Capital Trust Co | 56,347 | $768.1 萬 | 2.49% | −166−0.3% | 減碼 |
| Fulcrum Capital LLC | 56,339 | $768.0 萬 | 2.06% | +825+1.5% | 加碼 |
| Van Hulzen Asset Management, LLC | 56,303 | $767.5 萬 | 0.81% | +9,656+20.7% | 加碼 |
| M&R Capital Management Inc | 56,077 | $766.8 萬 | 1.64% | +354+0.6% | 加碼 |
| River Wealth Advisors LLC | 56,223 | $766.4 萬 | 1.22% | +1,225+2.2% | 加碼 |
| Cutler Investment Counsel LLC | 56,180 | $765.9 萬 | 1.06% | +1,445+2.6% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 56,087 | $764.6 萬 | 0.08% | +4,820+9.4% | 加碼 |
| Paradiem, LLC | 57,266 | $764.4 萬 | 2.51% | 00.0% | 不變 |
| Autus Asset Management, LLC | 55,892 | $762.0 萬 | 1.14% | −13,325−19.3% | 減碼 |
| Vestcor Inc | 55,850 | $761.3 萬 | 0.26% | +2,769+5.2% | 加碼 |
| Gladstone Institutional Advisory LLC | 55,712 | $759.5 萬 | 0.51% | +9,901+21.6% | 加碼 |
| HighTower Trust Services, LTA | 55,702 | $759.3 萬 | 0.72% | +8,044+16.9% | 加碼 |
| Pine Ridge Advisers LLC | 55,500 | $756.6 萬 | 2.06% | 00.0% | 不變 |
| McGinn Investment Management, Inc. | 55,464 | $756.1 萬 | 5.06% | −926−1.6% | 減碼 |
| Stolper Co | 55,392 | $755.1 萬 | 3.20% | +576+1.1% | 加碼 |
| Lynch & Associates | 55,347 | $754.5 萬 | 1.83% | +1,635+3.0% | 加碼 |
| Bray Capital Advisors | 55,257 | $753.3 萬 | 1.94% | −84−0.2% | 減碼 |
| Harbor Investment Advisory, LLC | 55,121 | $751.4 萬 | 1.00% | +2,655+5.1% | 加碼 |
| Naples Global Advisors, LLC | 55,119 | $751.4 萬 | 0.87% | +3,322+6.4% | 加碼 |
| American Trust | 55,075 | $750.8 萬 | 0.50% | +3,301+6.4% | 加碼 |
| Stokes Family Office, LLC | 55,068 | $750.7 萬 | 1.00% | +1,628+3.0% | 加碼 |
| Icon Advisers Inc | 54,940 | $748.9 萬 | 1.28% | −14,355−20.7% | 減碼 |
| KG&L Capital Management,LLC | 54,799 | $747.0 萬 | 3.11% | +4,365+8.7% | 加碼 |
| Cadence Bank NA | 54,788 | $746.8 萬 | 2.08% | +1,533+2.9% | 加碼 |
| McDonald Partners LLC | 54,664 | $745.2 萬 | 1.63% | +54,664 | 新進 |
| Fort Sheridan Advisors LLC | 54,625 | $744.6 萬 | 2.18% | −320−0.6% | 減碼 |
| Eudaimonia Partners, LLC | 54,588 | $744.1 萬 | 1.27% | +54,588 | 新進 |
| Live Oak Private Wealth LLC | 54,512 | $743.1 萬 | 1.44% | +5,204+10.6% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 54,464 | $742.5 萬 | 0.65% | +16,612+43.9% | 加碼 |
| Allworth Financial LP | 53,995 | $736.1 萬 | 0.09% | +26,854+98.9% | 加碼 |
| Mirador Capital Partners LP | 53,992 | $736.0 萬 | 1.49% | +985+1.9% | 加碼 |
| Wealth Advisory Solutions, LLC | 53,967 | $735.7 萬 | 1.53% | +53,967 | 新進 |
| Radnor Capital Management, LLC | 53,920 | $735.0 萬 | 1.84% | +785+1.5% | 加碼 |
| North Star Asset Management Inc | 53,879 | $734.4 萬 | 0.40% | +4,139+8.3% | 加碼 |
| Sompo Asset Management Co., Ltd. | 53,850 | $734.0 萬 | 1.59% | −2,560−4.5% | 減碼 |
| Fred Alger Management, LLC | 53,744 | $732.6 萬 | 0.02% | −4,032−7.0% | 減碼 |
| Meritage Portfolio Management | 53,720 | $732.3 萬 | 0.45% | +14,982+38.7% | 加碼 |
| Rench Wealth Management, Inc. | 53,371 | $727.6 萬 | 3.31% | −1,433−2.6% | 減碼 |
| Investment Management of Virginia LLC | 53,276 | $726.3 萬 | 1.28% | +1,436+2.8% | 加碼 |
| Lake Street Financial LLC | 52,874 | $720.8 萬 | 1.30% | +2,136+4.2% | 加碼 |
| Capstone Financial Advisors, Inc. | 52,797 | $719.7 萬 | 0.52% | +93+0.2% | 加碼 |
| Boyer & Corporon Wealth Management, LLC | 52,537 | $716.2 萬 | 2.14% | +747+1.4% | 加碼 |
| Windward Capital Management Co | 52,441 | $714.9 萬 | 0.64% | −103−0.2% | 減碼 |
| Cumberland Advisors Inc | 52,440 | $714.9 萬 | 1.66% | −40−0.1% | 減碼 |
| Ipswich Investment Management Co., Inc. | 52,437 | $714.8 萬 | 1.77% | +722+1.4% | 加碼 |
| Walter & Keenan Financial Consulting Co | 52,338 | $713.6 萬 | 2.42% | 00.0% | 不變 |
| Cigna Investments Inc | 52,122 | $710.5 萬 | 0.88% | −14,944−22.3% | 減碼 |
| Ascent Wealth Partners, LLC | 51,968 | $708.5 萬 | 1.32% | +1,963+3.9% | 加碼 |
| Baldwin Investment Management, LLC | 51,948 | $708.2 萬 | 1.98% | +674+1.3% | 加碼 |
| Churchill Management Corp | 51,844 | $706.7 萬 | 0.12% | −86,079−62.4% | 減碼 |
| Ballast Advisors LLC | 51,844 | $706.7 萬 | 2.76% | +2,444+4.9% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 51,705 | $704.7 萬 | 0.62% | +1,727+3.5% | 加碼 |
| EagleClaw Capital Managment, LLC | 51,597 | $703.4 萬 | 1.62% | +2,879+5.9% | 加碼 |