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 |
|---|---|---|---|---|---|
| Marietta Wealth Management, LLC | 42,617 | $581.0 萬 | 1.21% | +1,523+3.7% | 加碼 |
| Ameritas Investment Partners, Inc. | 42,557 | $580.1 萬 | 0.21% | −1,396−3.2% | 減碼 |
| SevenBridge Financial Group, LLC | 42,369 | $577.6 萬 | 2.03% | +129+0.3% | 加碼 |
| LVW Advisors, LLC | 42,346 | $577.2 萬 | 1.01% | +666+1.6% | 加碼 |
| American National Bank | 42,279 | $576.3 萬 | 1.14% | +2,278+5.7% | 加碼 |
| Meiji Yasuda Life Insurance Co | 42,268 | $576.2 萬 | 0.10% | −1,676−3.8% | 減碼 |
| Gibraltar Capital Management, Inc. | 42,181 | $575.0 萬 | 2.39% | +1,042+2.5% | 加碼 |
| Argyle Capital Management Inc. | 42,012 | $572.7 萬 | 1.86% | −1,250−2.9% | 減碼 |
| Systematic Alpha Investments, LLC | 42,004 | $572.6 萬 | 0.28% | 00.0% | 不變 |
| Fulton Bank, N.A. | 41,945 | $571.8 萬 | 0.27% | +839+2.0% | 加碼 |
| Stokes Capital Advisors, LLC | 41,827 | $570.2 萬 | 1.66% | +4,009+10.6% | 加碼 |
| Laurel Wealth Advisors, Inc. | 42,164 | $568.5 萬 | 0.47% | −28−0.1% | 減碼 |
| CPWM, LLC | 41,691 | $568.3 萬 | 0.41% | +4,389+11.8% | 加碼 |
| Van Strum & Towne Inc. | 41,635 | $567.6 萬 | 2.12% | +32+0.1% | 加碼 |
| DT Investment Partners, LLC | 41,617 | $567.4 萬 | 0.73% | +3,590+9.4% | 加碼 |
| Univest Financial Corp | 41,591 | $567.0 萬 | 1.60% | +801+2.0% | 加碼 |
| Bangor Savings Bank | 41,499 | $565.7 萬 | 0.60% | +2,360+6.0% | 加碼 |
| RPG Investment Advisory, LLC | 41,478 | $565.4 萬 | 0.92% | +113+0.3% | 加碼 |
| Arjuna Capital | 41,444 | $565.0 萬 | 2.35% | −8,731−17.4% | 減碼 |
| Concentric Wealth Management, LLC | 41,429 | $564.8 萬 | 1.63% | +448+1.1% | 加碼 |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 41,320 | $563.3 萬 | 3.16% | +13,000+45.9% | 加碼 |
| Clarius Group, LLC | 35,560 | $563.1 萬 | 0.45% | 00.0% | 不變 |
| Somerset Trust Co | 41,300 | $563.0 萬 | 2.18% | −643−1.5% | 減碼 |
| Abbot Financial Management, Inc. | 41,256 | $562.4 萬 | 2.75% | −299−0.7% | 減碼 |
| Pinkerton Retirement Specialists, LLC | 41,054 | $559.6 萬 | 1.25% | +3,024+8.0% | 加碼 |
| Bradley & Co. Private Wealth Management, LLC | 41,050 | $559.6 萬 | 4.81% | +4,592+12.6% | 加碼 |
| Johnson Financial Group, Inc. | 40,988 | $558.8 萬 | 0.39% | +2,395+6.2% | 加碼 |
| Hohimer Wealth Management, LLC | 40,932 | $558.0 萬 | 1.10% | +1,131+2.8% | 加碼 |
| PFG Advisors | 40,873 | $557.2 萬 | 0.57% | +3,235+8.6% | 加碼 |
| Intrust Bank NA | 40,827 | $556.5 萬 | 0.70% | −1,492−3.5% | 減碼 |
| Parkwood LLC | 40,818 | $556.4 萬 | 0.94% | −5,483−11.8% | 減碼 |
| Monticello Wealth Management, LLC | 40,808 | $556.3 萬 | 0.53% | +92+0.2% | 加碼 |
| Vectors Research Management, LLC | 40,698 | $554.8 萬 | 1.22% | +1,555+4.0% | 加碼 |
| Exchange Traded Concepts, LLC | 40,683 | $554.6 萬 | 0.11% | +3,088+8.2% | 加碼 |
| Mitchell Capital Management Co | 40,670 | $554.4 萬 | 1.24% | +1,759+4.5% | 加碼 |
| Lincoln Capital Corp | 40,603 | $553.5 萬 | 2.89% | −581−1.4% | 減碼 |
| Opus Investment Management Inc | 40,350 | $550.1 萬 | 0.84% | +6,600+19.6% | 加碼 |
| White Pine Investment CO | 40,334 | $549.8 萬 | 1.87% | +45+0.1% | 加碼 |
| Charles Carroll Financial Partners, LLC | 40,325 | $549.7 萬 | 5.69% | +155+0.4% | 加碼 |
| Oxford Financial Group Ltd | 40,288 | $549.2 萬 | 0.70% | +190+0.5% | 加碼 |
| Shorepoint Capital Partners LLC | 40,280 | $549.1 萬 | 2.29% | +1,595+4.1% | 加碼 |
| Jefferies Group LLC | 40,153 | $547.4 萬 | 0.13% | +22,069+122.0% | 加碼 |
| Fluent Financial, LLC | 40,184 | $547.2 萬 | 2.25% | −10,766−21.1% | 減碼 |
| Heritage Wealth Advisors | 40,059 | $546.1 萬 | 0.30% | −78−0.2% | 減碼 |
| Redmond Asset Management, LLC | 39,950 | $544.6 萬 | 1.62% | +1,570+4.1% | 加碼 |
| Centaurus Financial, Inc. | 39,937 | $544.4 萬 | 0.43% | −519−1.3% | 減碼 |
| Peloton Wealth Strategists | 39,849 | $543.2 萬 | 2.27% | −900−2.2% | 減碼 |
| Asset Dedication, LLC | 39,770 | $542.0 萬 | 0.60% | −2,025−4.8% | 減碼 |
| Intersect Capital LLC | 39,746 | $541.8 萬 | 1.04% | −1,080−2.6% | 減碼 |
| Bank of New Hampshire | 39,706 | $541.3 萬 | 1.32% | +101+0.3% | 加碼 |
| Gotham Asset Management, LLC | 39,702 | $541.2 萬 | 0.17% | +2,541+6.8% | 加碼 |
| Forte Capital LLC | 34,180 | $541.2 萬 | 0.68% | −150−0.4% | 減碼 |
| Consolidated Investment Group LLC | 39,692 | $541.1 萬 | 0.88% | 00.0% | 不變 |
| Clarity Financial LLC | 39,624 | $540.2 萬 | 1.09% | +1,182+3.1% | 加碼 |
| LeJeune Puetz Investment Counsel LLC | 39,621 | $540.1 萬 | 1.89% | +596+1.5% | 加碼 |
| Paradigm Asset Management Co LLC | 39,491 | $538.3 萬 | 1.42% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 39,469 | $538.0 萬 | 0.34% | +2,433+6.6% | 加碼 |
| Sitrin Capital Management LLC | 39,451 | $537.8 萬 | 2.70% | +39,451 | 新進 |
| Budros, Ruhlin & Roe, Inc. | 39,445 | $537.7 萬 | 0.57% | +410+1.1% | 加碼 |
| Vident Investment Advisory, LLC | 39,347 | $536.6 萬 | 0.14% | +14,499+58.4% | 加碼 |
| Balentine LLC | 39,191 | $534.2 萬 | 0.18% | +14,695+60.0% | 加碼 |
| Chronos Wealth Management, LLC | 39,170 | $534.0 萬 | 3.40% | +906+2.4% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 39,165 | $533.9 萬 | 0.77% | +4,503+13.0% | 加碼 |
| Toroso Investments, LLC | 39,134 | $533.5 萬 | 0.16% | +36,036+1,163.2% | 加碼 |
| Waldron Private Wealth LLC | 39,092 | $532.9 萬 | 0.27% | +671+1.7% | 加碼 |
| Mechanics Bank Trust Department | 39,059 | $532.4 萬 | 0.82% | +196+0.5% | 加碼 |
| Trinity Legacy Partners, LLC | 39,054 | $532.4 萬 | 1.80% | +21,099+117.5% | 加碼 |
| M Holdings Securities, Inc. | 39,038 | $532.2 萬 | 0.40% | +39,038 | 新進 |
| David Loasby | 39,820 | $531.6 萬 | 0.69% | +406+1.0% | 加碼 |
| Patton Albertson Miller Group, LLC | 38,981 | $531.4 萬 | 0.91% | +1,119+3.0% | 加碼 |
| Oliver Luxxe Assets LLC | 38,859 | $529.7 萬 | 1.34% | +1,243+3.3% | 加碼 |
| Northwest Bancshares, Inc. | 38,856 | $529.7 萬 | 1.02% | +2,387+6.5% | 加碼 |
| Jacobi Capital Management LLC | 38,790 | $528.8 萬 | 0.63% | +2,588+7.1% | 加碼 |
| Stoneridge Investment Partners LLC | 38,787 | $528.7 萬 | 2.48% | +37,150+2,269.4% | 加碼 |
| Huber Capital Management LLC | 38,727 | $527.9 萬 | 1.31% | +90+0.2% | 加碼 |
| Hedeker Wealth, LLC | 38,613 | $526.3 萬 | 1.59% | +1,135+3.0% | 加碼 |
| Kinneret Advisory, LLC | 38,597 | $526.2 萬 | 0.58% | +863+2.3% | 加碼 |
| Cornercap Investment Counsel Inc | 38,496 | $524.8 萬 | 0.59% | +2,418+6.7% | 加碼 |
| Bristlecone Advisors, LLC | 38,482 | $524.6 萬 | 0.64% | −1,346−3.4% | 減碼 |
| Montecito Bank & Trust | 38,446 | $524.1 萬 | 0.98% | −195−0.5% | 減碼 |
| HNP Capital LLC | 38,439 | $524.0 萬 | 1.24% | −260−0.7% | 減碼 |
| Howland Capital Management LLC | 38,403 | $523.5 萬 | 0.28% | −70−0.2% | 減碼 |
| Werlinich Asset Management, LLC | 38,265 | $521.6 萬 | 3.97% | 00.0% | 不變 |
| Advanced Asset Management Advisors Inc | 38,249 | $521.4 萬 | 1.14% | +10.0% | 加碼 |
| Next Level Private LLC | 38,244 | $521.3 萬 | 4.21% | +3,084+8.8% | 加碼 |
| HPC Germany GmbH & Co. KG | 38,124 | $519.7 萬 | 3.42% | +38,124 | 新進 |
| Meeder Asset Management Inc | 38,038 | $518.5 萬 | 0.25% | +38,038 | 新進 |
| Assetmark, Inc | 38,002 | $518.0 萬 | 0.02% | +19,651+107.1% | 加碼 |
| First Interstate Bank | 37,961 | $517.5 萬 | 0.49% | +6,156+19.4% | 加碼 |
| Shepherd Financial Partners LLC | 37,969 | $517.4 萬 | 0.92% | +1,115+3.0% | 加碼 |
| R.m.sincerbeaux Capital Management LLC | 37,890 | $516.5 萬 | 3.27% | 00.0% | 不變 |
| Augustine Asset Management Inc | 37,832 | $515.7 萬 | 2.59% | +146+0.4% | 加碼 |
| Checchi Capital Advisers, LLC | 37,809 | $515.4 萬 | 0.53% | −28−0.1% | 減碼 |
| Providence Capital Advisors, LLC | 37,838 | $515.4 萬 | 1.37% | +2,191+6.1% | 加碼 |
| Source Financial Advisors LLC | 37,781 | $515.0 萬 | 1.52% | +2,260+6.4% | 加碼 |
| Family Management Corp | 37,754 | $514.7 萬 | 1.43% | +56+0.1% | 加碼 |
| Bridgewater Advisors Inc. | 37,711 | $514.1 萬 | 1.25% | +361+1.0% | 加碼 |
| DF Dent & Co Inc | 37,697 | $513.9 萬 | 0.06% | −7,769−17.1% | 減碼 |
| Alpha Omega Wealth Management LLC | 37,664 | $513.4 萬 | 0.81% | +557+1.5% | 加碼 |
| Burleson & Company, LLC | 37,592 | $512.5 萬 | 0.83% | +19,573+108.6% | 加碼 |