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 |
|---|---|---|---|---|---|
| Cardinal Capital Management | 51,564 | $702.9 萬 | 1.42% | +1,428+2.8% | 加碼 |
| Essex Financial Services, Inc. | 51,546 | $702.7 萬 | 0.67% | −1,072−2.0% | 減碼 |
| Hoey Investments, Inc | 51,519 | $702.3 萬 | 1.96% | −12,953−20.1% | 減碼 |
| Pacific Global Investment Management CO | 51,444 | $701.3 萬 | 1.37% | −296−0.6% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 51,317 | $699.5 萬 | 1.28% | +37,071+260.2% | 加碼 |
| Hamel Associates, Inc. | 51,247 | $698.6 萬 | 2.48% | +732+1.4% | 加碼 |
| Resources Investment Advisors, LLC. | 51,191 | $697.8 萬 | 0.26% | +3,615+7.6% | 加碼 |
| XML Financial, LLC | 51,113 | $696.8 萬 | 0.83% | +5,408+11.8% | 加碼 |
| Nixon Peabody Trust Co | 50,989 | $695.1 萬 | 2.39% | −2,620−4.9% | 減碼 |
| Roundview Capital LLC | 50,799 | $692.5 萬 | 0.71% | +150+0.3% | 加碼 |
| Signaturefd, LLC | 50,729 | $691.5 萬 | 0.21% | +1,684+3.4% | 加碼 |
| BKD Wealth Advisors, LLC | 50,642 | $690.4 萬 | 0.29% | +4,522+9.8% | 加碼 |
| Connectus Wealth, LLC | 43,267 | $685.6 萬 | 0.22% | −4,834−10.0% | 減碼 |
| Sargent Bickham Lagudis LLC | 50,244 | $684.9 萬 | 0.53% | +1,236+2.5% | 加碼 |
| Edgestream Partners, L.P. | 50,045 | $682.2 萬 | 0.54% | −33,793−40.3% | 減碼 |
| JTC Employer Solutions Trusteee Ltd | 49,814 | $679.1 萬 | 0.75% | 00.0% | 不變 |
| Ami Investment Management Inc | 49,594 | $676.1 萬 | 3.05% | −4,105−7.6% | 減碼 |
| Wellington Shields & Co., LLC | 49,583 | $675.9 萬 | 2.22% | +10,187+25.9% | 加碼 |
| HGK Asset Management Inc | 49,553 | $675.5 萬 | 2.13% | +3,570+7.8% | 加碼 |
| Schulhoff & Co Inc | 49,532 | $675.2 萬 | 2.85% | −1,918−3.7% | 減碼 |
| Belpointe Asset Management LLC | 49,509 | $674.8 萬 | 0.41% | +8,621+21.1% | 加碼 |
| Gyroscope Capital Management Group, LLC | 49,244 | $671.3 萬 | 2.31% | +5,107+11.6% | 加碼 |
| Veriti Management LLC | 49,196 | $670.6 萬 | 0.81% | +3,733+8.2% | 加碼 |
| Pittenger & Anderson Inc | 49,020 | $668.2 萬 | 0.33% | +1,396+2.9% | 加碼 |
| Point72 Asset Management, L.P. | 48,804 | $665.3 萬 | 0.03% | +48,804 | 新進 |
| Covington Investment Advisors Inc. | 48,780 | $665.0 萬 | 1.39% | +1,042+2.2% | 加碼 |
| Garland Capital Management Inc | 48,490 | $661.0 萬 | 4.38% | +875+1.8% | 加碼 |
| Harbour Capital Advisors, LLC | 48,460 | $660.6 萬 | 1.81% | +225+0.5% | 加碼 |
| Wittenberg Investment Management, Inc. | 48,442 | $660.4 萬 | 2.49% | 00.0% | 不變 |
| Bridge Creek Capital Management LLC | 48,309 | $658.6 萬 | 2.20% | +1,144+2.4% | 加碼 |
| Aviance Capital Partners, LLC | 48,296 | $658.4 萬 | 1.21% | +1,126+2.4% | 加碼 |
| Elk River Wealth Management, LLC | 48,194 | $657.0 萬 | 1.44% | +1,928+4.2% | 加碼 |
| Crestline Management, LP | 48,163 | $656.6 萬 | 0.83% | +48,163 | 新進 |
| Martin Capital Partners, LLC | 48,011 | $654.5 萬 | 2.99% | +2,016+4.4% | 加碼 |
| Nelson Capital Management, LLC | 47,971 | $653.9 萬 | 1.28% | −508−1.0% | 減碼 |
| QV Investors Inc. | 47,910 | $653.1 萬 | 0.46% | −6,780−12.4% | 減碼 |
| Granite Investment Partners, LLC | 47,854 | $652.3 萬 | 0.22% | −406−0.8% | 減碼 |
| Stony Point Wealth Management Inc. | 47,763 | $651.1 萬 | 3.43% | +6,821+16.7% | 加碼 |
| Beacon Financial Group | 46,757 | $650.9 萬 | 0.87% | −495−1.0% | 減碼 |
| Avitas Wealth Management LLC | 47,742 | $650.8 萬 | 1.17% | −619−1.3% | 減碼 |
| Frisch Financial Group, Inc. | 47,699 | $650.2 萬 | 2.09% | +54+0.1% | 加碼 |
| McKinley Capital Management LLC /Delaware | 47,670 | $649.8 萬 | 0.65% | 00.0% | 不變 |
| Parthenon LLC | 47,592 | $648.8 萬 | 0.94% | 00.0% | 不變 |
| Holocene Advisors, LP | 47,568 | $648.4 萬 | 0.03% | +47,568 | 新進 |
| Axxcess Wealth Management, LLC | 47,520 | $647.8 萬 | 0.52% | +1,482+3.2% | 加碼 |
| McRae Capital Management Inc | 47,502 | $647.5 萬 | 1.46% | +2,105+4.6% | 加碼 |
| Knights of Columbus Asset Advisors LLC | 47,408 | $646.3 萬 | 0.55% | +944+2.0% | 加碼 |
| Ballentine Partners, LLC | 47,411 | $646.3 萬 | 0.20% | +3,487+7.9% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 47,331 | $645.2 萬 | 1.23% | +1,776+3.9% | 加碼 |
| Wintrust Investments LLC | 47,279 | $644.5 萬 | 0.62% | +406+0.9% | 加碼 |
| Metis Global Partners, LLC | 47,204 | $643.5 萬 | 0.77% | +21,322+82.4% | 加碼 |
| Whalerock Point Partners, LLC | 46,902 | $639.4 萬 | 2.27% | +1,667+3.7% | 加碼 |
| IBM Retirement Fund | 46,855 | $638.7 萬 | 0.90% | −2,046−4.2% | 減碼 |
| Engineers Gate Manager LP | 46,856 | $638.7 萬 | 0.25% | +28,660+157.5% | 加碼 |
| Hallmark Capital Management Inc | 46,478 | $633.5 萬 | 0.53% | +1,309+2.9% | 加碼 |
| Harrell Investment Partners, LLC | 46,475 | $633.5 萬 | 2.24% | +1,392+3.1% | 加碼 |
| Berkshire Bank | 46,448 | $633.1 萬 | 1.50% | +90.0% | 加碼 |
| Davy Global Fund Management Ltd | 46,179 | $629.5 萬 | 1.03% | −821−1.7% | 減碼 |
| RBF Capital, LLC | 46,000 | $629.2 萬 | 0.40% | 00.0% | 不變 |
| Asset Planning Services Inc | 46,157 | $629.2 萬 | 3.61% | +1,500+3.4% | 加碼 |
| B & T Capital Management DBA Alpha Capital Management | 46,100 | $628.4 萬 | 1.36% | +1,649+3.7% | 加碼 |
| Swarthmore Group Inc | 45,980 | $626.8 萬 | 1.60% | −1,079−2.3% | 減碼 |
| Community Bank & Trust, Waco, Texas | 44,474 | $626.3 萬 | 1.79% | +767+1.8% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 46,305 | $624.7 萬 | 0.08% | −606−1.3% | 減碼 |
| AlphaCrest Capital Management LLC | 45,790 | $624.2 萬 | 0.35% | +6,626+16.9% | 加碼 |
| Redwood Investments, LLC | 45,588 | $621.5 萬 | 0.59% | −122−0.3% | 減碼 |
| Red Door Wealth Management, LLC | 45,498 | $620.2 萬 | 2.08% | +4,628+11.3% | 加碼 |
| Strategic Wealth Advisors Group, LLC | 46,046 | $620.1 萬 | 0.24% | +9,768+26.9% | 加碼 |
| Abbrea Capital, LLC | 45,024 | $613.8 萬 | 0.86% | +135+0.3% | 加碼 |
| Traynor Capital Management, Inc. | 45,008 | $613.5 萬 | 0.80% | +6,125+15.8% | 加碼 |
| Stratos Wealth Advisors, LLC | 44,940 | $612.6 萬 | 0.50% | −1,147−2.5% | 減碼 |
| Baker Ellis Asset Management LLC | 44,936 | $612.6 萬 | 1.10% | +2,533+6.0% | 加碼 |
| Farmers & Merchants Trust Co of Long Beach | 44,910 | $612.2 萬 | 1.59% | −398−0.9% | 減碼 |
| Smithbridge Asset Management Inc | 44,912 | $612.2 萬 | 2.03% | +1,745+4.0% | 加碼 |
| Brave Asset Management Inc | 44,726 | $609.7 萬 | 2.10% | +692+1.6% | 加碼 |
| Fairfield, Bush & Co. | 44,411 | $605.4 萬 | 3.04% | +40+0.1% | 加碼 |
| BDO Wealth Advisors, LLC | 44,353 | $604.6 萬 | 0.65% | +733+1.7% | 加碼 |
| Selway Asset Management | 44,020 | $600.1 萬 | 2.91% | +200+0.5% | 加碼 |
| Guyasuta Investment Advisors Inc | 44,012 | $600.0 萬 | 0.41% | +733+1.7% | 加碼 |
| Arden Trust Co | 43,972 | $599.4 萬 | 1.17% | −2,209−4.8% | 減碼 |
| Premier Fund Managers Ltd | 42,600 | $598.8 萬 | 0.21% | 00.0% | 不變 |
| Brown Miller Wealth Management, LLC | 43,813 | $597.3 萬 | 3.46% | +4,255+10.8% | 加碼 |
| Bizma Investimentos Ltda | 50,000 | $596.8 萬 | 3.89% | 00.0% | 不變 |
| Brewin Dolphin Wealth Management Ltd | 43,768 | $596.6 萬 | 0.67% | +140+0.3% | 加碼 |
| Assenagon Asset Management S.A. | 43,710 | $595.9 萬 | 0.02% | +1,771+4.2% | 加碼 |
| Meridian Wealth Advisors, LLC | 43,666 | $595.3 萬 | 1.38% | +5,771+15.2% | 加碼 |
| River & Mercantile Asset Management LLP | 43,647 | $595.1 萬 | 0.78% | −53,240−55.0% | 減碼 |
| Lake Street Advisors Group, LLC | 43,601 | $594.4 萬 | 0.38% | +4,801+12.4% | 加碼 |
| Pariax, LLC | 43,471 | $592.6 萬 | 5.64% | +43,471 | 新進 |
| Greenline Partners, LLC | 43,466 | $592.5 萬 | 1.11% | +6,212+16.7% | 加碼 |
| Gamble Jones Investment Counsel | 43,356 | $591.1 萬 | 0.37% | +445+1.0% | 加碼 |
| Strategic Advisors LLC | 43,354 | $591.0 萬 | 1.03% | −1,993−4.4% | 減碼 |
| City Holding Co | 43,325 | $590.6 萬 | 0.96% | −85−0.2% | 減碼 |
| WealthPLAN Partners, LLC | 49,300 | $588.5 萬 | 0.41% | +3,219+7.0% | 加碼 |
| WealthPlan Investment Management, LLC | 49,300 | $588.5 萬 | 0.41% | +49,300 | 新進 |
| Global Retirement Partners, LLC | 46,568 | $588.4 萬 | 0.46% | +46,568 | 新進 |
| Steel Peak Wealth Management LLC | 43,130 | $588.0 萬 | 0.36% | −26,902−38.4% | 減碼 |
| Kempen Capital Management N.V. | 43,122 | $587.8 萬 | 0.18% | +1,717+4.1% | 加碼 |
| Boyd Watterson Asset Management LLC | 43,054 | $586.9 萬 | 2.14% | +605+1.4% | 加碼 |
| American Money Management, LLC | 42,931 | $585.2 萬 | 1.56% | +220+0.5% | 加碼 |