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 |
|---|---|---|---|---|---|
| Fieldpoint Private Securities, LLC | 37,592 | $512.4 萬 | 1.06% | −2,219−5.6% | 減碼 |
| Chemung Canal Trust Co | 37,539 | $511.8 萬 | 0.99% | −821−2.1% | 減碼 |
| MSD Partners, L.P. | 37,500 | $511.2 萬 | 0.31% | −75,000−66.7% | 減碼 |
| Cornerstone Wealth Group, LLC | 37,325 | $508.8 萬 | 0.93% | −25,110−40.2% | 減碼 |
| LSV Asset Management | 37,300 | $508.5 萬 | 0.01% | +9,800+35.6% | 加碼 |
| Excalibur Management Corp | 37,268 | $508.0 萬 | 2.20% | +681+1.9% | 加碼 |
| Washington Trust Advisors, Inc. | 37,187 | $507.0 萬 | 0.36% | −10,423−21.9% | 減碼 |
| Chemistry Wealth Management LLC | 37,156 | $506.5 萬 | 1.74% | +1,996+5.7% | 加碼 |
| Permanens Capital L.P. | 37,091 | $505.6 萬 | 0.78% | −16,312−30.5% | 減碼 |
| Horan Capital Advisors, LLC. | 36,982 | $504.1 萬 | 2.03% | +3,149+9.3% | 加碼 |
| Stillwater Investment Management, LLC | 36,948 | $503.7 萬 | 1.27% | +185+0.5% | 加碼 |
| Institutional & Family Asset Management, LLC | 36,892 | $502.9 萬 | 0.79% | +307+0.8% | 加碼 |
| Equitable Trust Co | 36,829 | $502.1 萬 | 0.32% | +1,691+4.8% | 加碼 |
| Horizon Investments, LLC | 37,094 | $502.0 萬 | 0.14% | +5,586+17.7% | 加碼 |
| Karp Capital Management Corp | 36,688 | $500.1 萬 | 0.73% | −8,019−17.9% | 減碼 |
| Cottage Street Advisors LLC | 36,667 | $499.4 萬 | 2.98% | +78+0.2% | 加碼 |
| Joel Isaacson & Co., LLC | 38,865 | $499.3 萬 | 0.37% | +194+0.5% | 加碼 |
| Mandatum Life Insurance Co Ltd | 36,601 | $498.9 萬 | 0.92% | +101+0.3% | 加碼 |
| Duncker Streett & Co Inc | 36,433 | $496.7 萬 | 0.99% | −16,269−30.9% | 減碼 |
| Connable Office Inc | 36,422 | $496.5 萬 | 0.66% | +1,049+3.0% | 加碼 |
| Graham Capital Management, L.P. | 36,374 | $495.8 萬 | 0.22% | +34,978+2,505.6% | 加碼 |
| Blueshift Asset Management, LLC | 36,371 | $495.8 萬 | 0.45% | +36,371 | 新進 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 36,362 | $495.6 萬 | 0.43% | +4,340+13.6% | 加碼 |
| NatWest Group plc | 36,330 | $495.2 萬 | 2.39% | −578−1.6% | 減碼 |
| Baugh & Associates, LLC | 36,311 | $495.0 萬 | 2.91% | +560+1.6% | 加碼 |
| Capital Analysts, LLC | 36,297 | $494.8 萬 | 0.31% | −926−2.5% | 減碼 |
| Strategic Wealth Designers | 36,300 | $494.8 萬 | 1.18% | +6,237+20.7% | 加碼 |
| Integrity Advisory, LLC | 36,270 | $494.4 萬 | 4.85% | +36,270 | 新進 |
| Buckhead Capital Management LLC | 36,220 | $493.8 萬 | 1.07% | −171−0.5% | 減碼 |
| Focus Financial Network, Inc. | 36,193 | $493.4 萬 | 0.34% | −94,059−72.2% | 減碼 |
| TrinityPoint Wealth, LLC | 36,168 | $493.0 萬 | 0.89% | +2,972+9.0% | 加碼 |
| Varma Mutual Pension Insurance Co | 36,125 | $492.4 萬 | 0.06% | 00.0% | 不變 |
| Patient Capital Management, LLC | 36,100 | $492.1 萬 | 1.94% | −3,800−9.5% | 減碼 |
| Souders Financial Advisors | 36,020 | $491.0 萬 | 1.42% | −144−0.4% | 減碼 |
| Fusion Capital, LLC | – | $488.3 萬 | 2.56% | – | – |
| Journey Advisory Group, LLC | 35,773 | $487.6 萬 | 1.23% | +1,545+4.5% | 加碼 |
| Strategic Wealth Partners, Ltd. | 35,690 | $486.5 萬 | 0.95% | +3,872+12.2% | 加碼 |
| Avantax Planning Partners, Inc. | 35,638 | $485.8 萬 | 0.19% | −319−0.9% | 減碼 |
| Procyon Private Wealth Partners, LLC | 35,557 | $484.7 萬 | 1.01% | +6,298+21.5% | 加碼 |
| Trustcore Financial Services, LLC | 35,467 | $483.5 萬 | 0.42% | +4,334+13.9% | 加碼 |
| Bowling Portfolio Management LLC | 35,451 | $483.3 萬 | 1.04% | −581−1.6% | 減碼 |
| Coerente Capital Management | 35,454 | $483.3 萬 | 0.97% | +632+1.8% | 加碼 |
| Summit Global Investments | 35,283 | $481.0 萬 | 0.35% | −22,482−38.9% | 減碼 |
| Strategic Financial Services, Inc, | 35,193 | $479.8 萬 | 0.36% | −535−1.5% | 減碼 |
| Grandfield & Dodd, LLC | 35,026 | $477.0 萬 | 0.32% | −124−0.4% | 減碼 |
| IHT Wealth Management, LLC | 34,777 | $474.1 萬 | 0.36% | +346+1.0% | 加碼 |
| Brick & Kyle, Associates | 34,713 | $473.2 萬 | 2.30% | −731−2.1% | 減碼 |
| Chicago Trust Co NA | 34,691 | $472.9 萬 | 1.02% | +160+0.5% | 加碼 |
| Schechter Investment Advisors, LLC | 34,509 | $470.4 萬 | 0.44% | −6,199−15.2% | 減碼 |
| Legacy Financial Advisors, Inc. | 34,329 | $468.0 萬 | 1.05% | −1,015−2.9% | 減碼 |
| E&G Advisors, LP | 34,302 | $467.6 萬 | 1.28% | −700−2.0% | 減碼 |
| Monetary Management Group Inc | 34,289 | $467.4 萬 | 1.24% | +1,175+3.5% | 加碼 |
| NEIRG Wealth Management, LLC | 34,278 | $467.3 萬 | 0.91% | −1,281−3.6% | 減碼 |
| Headinvest, LLC | 34,244 | $466.8 萬 | 0.89% | −454−1.3% | 減碼 |
| Wasatch Advisors Inc | 34,209 | $466.3 萬 | 0.02% | +2,552+8.1% | 加碼 |
| Banco de Sabadell, S.A | 34,041 | $466.3 萬 | 2.70% | +4,420+14.9% | 加碼 |
| Confluence Wealth Services, Inc. | 34,176 | $465.8 萬 | 1.68% | +311+0.9% | 加碼 |
| Baader Bank INC | 34,125 | $465.2 萬 | 0.38% | +6,400+23.1% | 加碼 |
| DCM Advisors, LLC | 34,068 | $464.4 萬 | 1.64% | −13,848−28.9% | 減碼 |
| Brighton Jones LLC | 33,947 | $462.8 萬 | 0.22% | +1,004+3.0% | 加碼 |
| MidWestOne Financial Group, Inc. | 33,942 | $462.7 萬 | 1.00% | −1,093−3.1% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 33,885 | $461.9 萬 | 0.40% | +1,696+5.3% | 加碼 |
| Magnus Financial Group LLC | 33,875 | $461.8 萬 | 0.77% | +8,543+33.7% | 加碼 |
| Group One Trading, L.P. | 33,874 | $461.8 萬 | 0.10% | +33,874 | 新進 |
| NewSquare Capital LLC | 33,761 | $460.2 萬 | 0.49% | +4,338+14.7% | 加碼 |
| Townsend Asset Management Corp | 33,700 | $459.4 萬 | 2.25% | +1,117+3.4% | 加碼 |
| GM Advisory Group, Inc. | 33,647 | $458.7 萬 | 0.55% | +536+1.6% | 加碼 |
| Essex LLC | 33,565 | $457.6 萬 | 1.24% | +3,132+10.3% | 加碼 |
| Canal Capital Management, LLC | 33,542 | $457.3 萬 | 1.23% | +3,230+10.7% | 加碼 |
| Pendal Group Limited | 33,502 | $456.7 萬 | 0.04% | −18,329−35.4% | 減碼 |
| Country Club Bank | 32,475 | $456.4 萬 | 0.40% | +32,475 | 新進 |
| NTV Asset Management LLC | 33,475 | $456.3 萬 | 0.77% | +255+0.8% | 加碼 |
| Stone Point Wealth LLC | 33,690 | $456.0 萬 | 2.55% | +11,993+55.3% | 加碼 |
| Seven Eight Capital, LP | 33,354 | $454.7 萬 | 0.61% | +5,187+18.4% | 加碼 |
| Principal Street Partners, LLC | 33,339 | $454.4 萬 | 1.04% | +1,545+4.9% | 加碼 |
| Monarch Capital Management Inc | 33,316 | $454.2 萬 | 1.20% | +880+2.7% | 加碼 |
| Parcion Private Wealth LLC | 32,999 | $453.3 萬 | 0.42% | −6,870−17.2% | 減碼 |
| Mitchell McLeod Pugh & Williams Inc | 33,220 | $452.9 萬 | 1.52% | −158−0.5% | 減碼 |
| Pinnacle Bancorp, Inc. | 33,207 | $452.7 萬 | 1.57% | +127+0.4% | 加碼 |
| Peterson Wealth Services | 33,171 | $452.2 萬 | 2.78% | +7,211+27.8% | 加碼 |
| IMA Wealth, Inc. | 33,154 | $452.0 萬 | 1.04% | +7,298+28.2% | 加碼 |
| Lakeview Capital Partners, LLC | 33,007 | $450.0 萬 | 2.31% | +3,202+10.7% | 加碼 |
| Kentucky Farm Bureau Mutual Insurance Co | 33,000 | $449.9 萬 | 1.23% | 00.0% | 不變 |
| SeaCrest Wealth Management, LLC | 32,998 | $449.8 萬 | 0.52% | +26+0.1% | 加碼 |
| Meridian Management Co | 32,988 | $449.7 萬 | 1.43% | +68+0.2% | 加碼 |
| Schmidt P J Investment Management Inc | 37,652 | $449.4 萬 | 1.00% | +782+2.1% | 加碼 |
| Bell & Brown Wealth Advisors, LLC | 32,968 | $449.4 萬 | 2.04% | +528+1.6% | 加碼 |
| Boston Research & Management Inc | 32,943 | $449.0 萬 | 1.30% | +8,085+32.5% | 加碼 |
| TFG Advisers LLC | 32,816 | $447.3 萬 | 2.05% | +189+0.6% | 加碼 |
| ARGI Investment Services, LLC | 32,751 | $446.5 萬 | 0.14% | +2,206+7.2% | 加碼 |
| Kavar Capital Partners Group, LLC | 32,749 | $446.4 萬 | 0.96% | +1,424+4.5% | 加碼 |
| Hodges Capital Management Inc. | 32,747 | $446.4 萬 | 0.35% | +15,647+91.5% | 加碼 |
| Quadrant Capital Group LLC | 32,710 | $445.9 萬 | 0.54% | −1,247−3.7% | 減碼 |
| K.J. Harrison & Partners Inc | 32,705 | $445.8 萬 | 0.72% | −20,900−39.0% | 減碼 |
| Symmetry Partners, LLC | 32,673 | $445.4 萬 | 0.28% | −924−2.8% | 減碼 |
| Unison Asset Management LLC | 32,627 | $444.8 萬 | 3.82% | 00.0% | 不變 |
| Annex Advisory Services, LLC | 32,583 | $444.2 萬 | 0.32% | −13,460−29.2% | 減碼 |
| Ahl Investment Management, Inc. | 32,545 | $443.7 萬 | 4.07% | +740+2.3% | 加碼 |
| Good Life Advisors, LLC | 32,537 | $443.5 萬 | 0.55% | +2,088+6.9% | 加碼 |
| First Personal Financial Services | 32,431 | $442.1 萬 | 1.03% | +393+1.2% | 加碼 |