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 5,157 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
- 3,520
- 較 2021 年第 4 季 −25 家
- 持有股數
- 20.5 億
- 較 2021 年第 4 季 −3,942 萬 (−1.9%)
- 總市值
- $2,789 億
- 較 2021 年第 4 季 −$509.9 億 (−15.5%)
- 新進機構
- 154
- 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 | 5,157 | $6,437 億 |
| 2026 年第 1 季 | 5,103 | $5,721 億 |
| 2025 年第 4 季 | 5,155 | $6,395 億 |
| 2025 年第 3 季 | 4,766 | $6,180 億 |
| 2025 年第 2 季 | 4,753 | $5,824 億 |
| 2025 年第 1 季 | 4,680 | $4,946 億 |
| 2024 年第 4 季 | 4,680 | $4,900 億 |
| 2024 年第 3 季 | 4,216 | $4,294 億 |
| 2024 年第 2 季 | 4,182 | $4,162 億 |
| 2024 年第 1 季 | 4,121 | $4,145 億 |
| 2023 年第 4 季 | 4,002 | $3,518 億 |
| 2023 年第 3 季 | 3,711 | $2,970 億 |
| 2023 年第 2 季 | 3,673 | $2,976 億 |
| 2023 年第 1 季 | 3,613 | $2,663 億 |
| 2022 年第 4 季 | 3,629 | $2,783 億 |
| 2022 年第 3 季 | 3,396 | $2,129 億 |
| 2022 年第 2 季 | 3,428 | $2,293 億 |
| 2022 年第 1 季 | 3,520 | $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 |
|---|---|---|---|---|---|
| E. Ohman J:or Asset Management AB | 451,750 | $6,158 萬 | 2.06% | −23,235−4.9% | 減碼 |
| Captrust Financial Advisors | 447,306 | $6,098 萬 | 0.39% | +3,742+0.8% | 加碼 |
| State of Alaska, Department of Revenue | 446,294 | $6,084 萬 | 0.64% | −14,720−3.2% | 減碼 |
| Tower Research Capital LLC (TRC) | 443,129 | $6,041 萬 | 0.58% | +176,520+66.2% | 加碼 |
| Berkshire Asset Management LLC | 442,631 | $6,034 萬 | 3.81% | +10,398+2.4% | 加碼 |
| Cullen/Frost Bankers, Inc. | 434,289 | $5,920 萬 | 1.15% | −43,512−9.1% | 減碼 |
| Country Trust Bank | 433,769 | $5,913 萬 | 1.65% | +32,592+8.1% | 加碼 |
| Citadel Advisors LLC | 432,533 | $5,896 萬 | 0.07% | +26,197+6.4% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 430,994 | $5,875 萬 | 1.25% | +15,314+3.7% | 加碼 |
| Balyasny Asset Management LLC | 430,310 | $5,866 萬 | 0.26% | +372,823+648.5% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 428,705 | $5,844 萬 | 1.84% | −40,957−8.7% | 減碼 |
| Barrett Asset Management, LLC | 426,470 | $5,814 萬 | 2.43% | −803−0.2% | 減碼 |
| Mackay Shields LLC | 424,796 | $5,791 萬 | 0.51% | −16,698−3.8% | 減碼 |
| Polaris Capital Management, LLC | 422,651 | $5,762 萬 | 1.83% | −16,100−3.7% | 減碼 |
| Banco Santander, S.A. | 422,312 | $5,757 萬 | 0.62% | +48,196+12.9% | 加碼 |
| Bowen Hanes & Co Inc | 420,921 | $5,738 萬 | 1.71% | −3,800−0.9% | 減碼 |
| Prio Wealth Limited Partnership | 420,048 | $5,726 萬 | 1.89% | +1,036+0.2% | 加碼 |
| Beacon Pointe Advisors, LLC | 418,434 | $5,704 萬 | 0.78% | +233,620+126.4% | 加碼 |
| Schonfeld Strategic Advisors LLC | 416,200 | $5,674 萬 | 0.63% | +400,354+2,526.5% | 加碼 |
| Mutual of America Capital Management LLC | 413,330 | $5,635 萬 | 0.60% | +4,136+1.0% | 加碼 |
| Pinnacle Associates Ltd | 408,913 | $5,574 萬 | 0.99% | +5,566+1.4% | 加碼 |
| Gamco Investors, Inc. Et Al | 407,073 | $5,549 萬 | 0.50% | −10,664−2.6% | 減碼 |
| Becker Capital Management Inc | 403,889 | $5,506 萬 | 2.22% | +487+0.1% | 加碼 |
| Private Advisor Group, LLC | 403,030 | $5,494 萬 | 0.42% | +62,615+18.4% | 加碼 |
| Guidance Point Advisors, LLC | 400,568 | $5,461 萬 | 20.68% | +1250.0% | 加碼 |
| Seizert Capital Partners, LLC | 399,652 | $5,448 萬 | 2.50% | −6,663−1.6% | 減碼 |
| Cambridge Trust Co | 399,245 | $5,443 萬 | 1.91% | +3,075+0.8% | 加碼 |
| PEAK6 Investments LLC | 399,227 | $5,442 萬 | 1.62% | +389,194+3,879.1% | 加碼 |
| Pinnacle Financial Partners Inc | 399,136 | $5,441 萬 | 1.72% | +8,884+2.3% | 加碼 |
| Steward Partners Investment Advisory, LLC | 398,714 | $5,435 萬 | 0.84% | −9,015−2.2% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 395,422 | $5,390 萬 | 0.53% | +24,484+6.6% | 加碼 |
| Miller Value Partners, LLC | 394,190 | $5,374 萬 | 2.04% | −11,019−2.7% | 減碼 |
| Davis R M Inc | 389,276 | $5,307 萬 | 1.26% | +14,014+3.7% | 加碼 |
| MAI Capital Management | 387,894 | $5,288 萬 | 0.90% | +22,100+6.0% | 加碼 |
| SEI Investments Co | 386,334 | $5,280 萬 | 0.11% | −37,168−8.8% | 減碼 |
| Lazard Asset Management LLC | 383,501 | $5,228 萬 | 0.06% | −223,579−36.8% | 減碼 |
| Texas Permanent School Fund | 383,322 | $5,225 萬 | 0.71% | −22,489−5.5% | 減碼 |
| Nicholas Company, Inc. | 382,565 | $5,215 萬 | 0.93% | −400.0% | 減碼 |
| Investment Management Corp of Ontario | 380,000 | $5,180 萬 | 4.80% | 00.0% | 不變 |
| Waters Parkerson & Co., LLC | 379,713 | $5,176 萬 | 2.89% | +7,775+2.1% | 加碼 |
| Two Sigma Advisers, LP | 379,700 | $5,176 萬 | 0.14% | +379,700 | 新進 |
| Brandes Investment Partners, LP | 379,411 | $5,172 萬 | 1.11% | +21,578+6.0% | 加碼 |
| Edmond de Rothschild Holding S.A. | 376,459 | $5,132 萬 | 1.13% | −199,524−34.6% | 減碼 |
| Kestra Advisory Services, LLC | 376,303 | $5,130 萬 | 0.53% | −10,393−2.7% | 減碼 |
| Washington Trust Co | 375,632 | $5,121 萬 | 2.03% | +10,313+2.8% | 加碼 |
| InterOcean Capital Group, LLC | 374,900 | $5,111 萬 | 2.19% | +18,629+5.2% | 加碼 |
| RMB Capital Management, LLC | 374,385 | $5,104 萬 | 1.61% | +10,115+2.8% | 加碼 |
| Glenview Trust Co | 372,924 | $5,084 萬 | 1.65% | +70,834+23.4% | 加碼 |
| Phoenix Holdings Ltd. | 371,901 | $5,075 萬 | 0.88% | −49,709−11.8% | 減碼 |
| Associated Banc-Corp | 371,601 | $5,066 萬 | 1.95% | −1,810−0.5% | 減碼 |
| Meitav Dash Investments Ltd | 370,686 | $5,056 萬 | 0.76% | −309,617−45.5% | 減碼 |
| Oppenheimer & Co Inc | 367,236 | $5,006 萬 | 0.90% | +32,327+9.7% | 加碼 |
| TCTC Holdings, LLC | 366,847 | $5,001 萬 | 2.06% | +13,313+3.8% | 加碼 |
| Swiss Life Asset Management Ltd | 366,631 | $4,996 萬 | 0.70% | −12,558−3.3% | 減碼 |
| Penserra Capital Management LLC | 359,477 | $4,900 萬 | 1.16% | +99,185+38.1% | 加碼 |
| Westpac Banking Corp | 356,872 | $4,865 萬 | 0.56% | −55,912−13.5% | 減碼 |
| Vaughan David Investments LLC | 355,061 | $4,840 萬 | 1.43% | +1,464+0.4% | 加碼 |
| Conning Inc. | 351,338 | $4,787 萬 | 1.30% | +20,716+6.3% | 加碼 |
| Synovus Financial Corp | 349,761 | $4,766 萬 | 0.51% | −14,000−3.8% | 減碼 |
| Cambiar Investors LLC | 348,732 | $4,754 萬 | 1.79% | +15,756+4.7% | 加碼 |
| Henshaw Capital LLC | 348,086 | $4,745 萬 | 2.78% | +306+0.1% | 加碼 |
| Impax Asset Management Group plc | 346,343 | $4,721 萬 | 0.20% | +34,177+10.9% | 加碼 |
| D.A. Davidson & Co. | 345,604 | $4,711 萬 | 0.51% | −32,253−8.5% | 減碼 |
| Bokf, NA | 345,055 | $4,704 萬 | 0.78% | −52,778−13.3% | 減碼 |
| Wafra Inc. | 341,442 | $4,655 萬 | 1.61% | −223,945−39.6% | 減碼 |
| Virginia Retirement Systems Et Al | 340,358 | $4,640 萬 | 0.43% | 00.0% | 不變 |
| Global Frontier Investments LLC | 339,000 | $4,621 萬 | 17.87% | 00.0% | 不變 |
| Principle Wealth Partners LLC | 338,271 | $4,611 萬 | 4.85% | +3,582+1.1% | 加碼 |
| Smith Chas P & Associates Pa Cpas | 337,231 | $4,597 萬 | 3.47% | +8,943+2.7% | 加碼 |
| Foundry Partners, LLC | 331,904 | $4,525 萬 | 2.31% | −6,795−2.0% | 減碼 |
| Private Management Group Inc | 328,447 | $4,477 萬 | 1.81% | +13,906+4.4% | 加碼 |
| Zurich Insurance Group Ltd | 328,363 | $4,476 萬 | 0.55% | +300,563+1,081.2% | 加碼 |
| Fiduciary Trust Co | 325,565 | $4,438 萬 | 0.80% | +3,766+1.2% | 加碼 |
| Locust Wood Capital Advisers, LLC | 324,002 | $4,417 萬 | 2.80% | +3,366+1.0% | 加碼 |
| Stephens Inc | 323,309 | $4,407 萬 | 0.72% | +29,408+10.0% | 加碼 |
| Industrial Alliance Investment Management Inc. | 321,002 | $4,376 萬 | 1.04% | +46,179+16.8% | 加碼 |
| Alpha Cubed Investments, LLC | 320,862 | $4,374 萬 | 2.80% | +53,907+20.2% | 加碼 |
| Palladium Partners LLC | 320,582 | $4,370 萬 | 1.92% | −2,611−0.8% | 減碼 |
| Raymond James Trust N.A. | 318,430 | $4,341 萬 | 1.34% | +2,770+0.9% | 加碼 |
| WestEnd Advisors, LLC | – | $4,340 萬 | 1.17% | – | – |
| Clark Capital Management Group, Inc. | 317,723 | $4,331 萬 | 0.48% | −293,077−48.0% | 減碼 |
| Madison Asset Management, LLC | 317,543 | $4,329 萬 | 0.62% | −3,078−1.0% | 減碼 |
| Wesbanco Bank Inc | 316,645 | $4,317 萬 | 1.63% | +2,369+0.8% | 加碼 |
| Ninety One UK Ltd | 316,280 | $4,312 萬 | 0.11% | +129,542+69.4% | 加碼 |
| Unigestion Holding SA | 299,935 | $4,215 萬 | 1.80% | +5,407+1.8% | 加碼 |
| People's United Financial, Inc. | 308,012 | $4,199 萬 | 1.20% | −66,467−17.7% | 減碼 |
| Donaldson Capital Management, LLC | 307,568 | $4,193 萬 | 1.91% | +2,453+0.8% | 加碼 |
| Border to Coast Pensions Partnership Ltd | 308,198 | $4,192 萬 | 1.19% | −28,896−8.6% | 減碼 |
| Eastern Bank | 307,017 | $4,185 萬 | 1.94% | −21,576−6.6% | 減碼 |
| Carnegie Capital Asset Management, LLC | 305,823 | $4,169 萬 | 1.52% | −850.0% | 減碼 |
| Parsec Financial Management, Inc. | 304,959 | $4,157 萬 | 1.77% | −1,964−0.6% | 減碼 |
| First Manhattan Co | 302,971 | $4,130 萬 | 0.14% | +45,628+17.7% | 加碼 |
| Ancora Advisors, LLC | 302,554 | $4,124 萬 | 1.01% | −628−0.2% | 減碼 |
| Massmutual Trust Co FSB | 302,054 | $4,118 萬 | 1.56% | +17,058+6.0% | 加碼 |
| Beacon Investment Advisory Services, Inc. | 299,995 | $4,090 萬 | 1.74% | −1040.0% | 減碼 |
| Badgley Phelps Wealth Managers, LLC | 299,923 | $4,089 萬 | 1.42% | −1,916−0.6% | 減碼 |
| Advisors Capital Management, LLC | 295,540 | $4,029 萬 | 1.10% | +15,731+5.6% | 加碼 |
| Bridges Investment Management Inc | 293,863 | $4,006 萬 | 1.24% | −421−0.1% | 減碼 |
| Hartford Investment Management Co | 292,150 | $3,983 萬 | 1.04% | −20,844−6.7% | 減碼 |
| Capital Advisors Inc | 291,606 | $3,975 萬 | 1.09% | +4,788+1.7% | 加碼 |