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
- 3,519
- 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 | 5,157 | $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 |
|---|---|---|---|---|---|
| Whittier Trust Co of Nevada Inc | 290,797 | $3,964 萬 | 1.44% | +18,088+6.6% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 287,721 | $3,922 萬 | 0.63% | −2,869−1.0% | 減碼 |
| Nan Shan Life Insurance Co., Ltd. | 287,090 | $3,914 萬 | 0.69% | −57,300−16.6% | 減碼 |
| Mercer Global Advisors Inc | 286,341 | $3,904 萬 | 0.23% | +18,110+6.8% | 加碼 |
| Roffman Miller Associates Inc | 285,359 | $3,890 萬 | 2.89% | −3,909−1.4% | 減碼 |
| PM Capital Ltd | 284,889 | $3,884 萬 | 7.59% | +37,911+15.3% | 加碼 |
| North Star Investment Management Corp. | 281,315 | $3,835 萬 | 2.99% | −6,566−2.3% | 減碼 |
| Vigilant Capital Management, LLC | 280,992 | $3,831 萬 | 2.92% | +12,349+4.6% | 加碼 |
| Senvest Management, LLC | 280,000 | $3,817 萬 | 1.10% | +280,000 | 新進 |
| B. Metzler seel. Sohn & Co. AG | 276,568 | $3,770 萬 | 0.50% | +2,473+0.9% | 加碼 |
| Giverny Capital Inc.大師吉維尼資本 | 276,548 | $3,770 萬 | 2.13% | +9,261+3.5% | 加碼 |
| Smith Group Asset Management, LLC | 275,993 | $3,762 萬 | 1.99% | −25,624−8.5% | 減碼 |
| ZWJ Investment Counsel Inc | 275,084 | $3,750 萬 | 1.98% | +492+0.2% | 加碼 |
| Miller Howard Investments Inc | 274,877 | $3,747 萬 | 1.31% | +271,290+7,563.1% | 加碼 |
| ING Groep NV | 272,611 | $3,716 萬 | 0.37% | −698,591−71.9% | 減碼 |
| Vantage Investment Partners, LLC | 271,678 | $3,704 萬 | 1.85% | +1,920+0.7% | 加碼 |
| Todd Asset Management LLC | 266,960 | $3,639 萬 | 0.80% | −78,704−22.8% | 減碼 |
| Jupiter Asset Management Ltd | 265,783 | $3,623 萬 | 0.43% | −42,349−13.7% | 減碼 |
| Flputnam Investment Management Co | 265,192 | $3,615 萬 | 1.15% | −732−0.3% | 減碼 |
| Gillespie Robinson & Grimm Inc | 262,873 | $3,584 萬 | 3.14% | +4,907+1.9% | 加碼 |
| Chilton Capital Management LLC | 262,328 | $3,576 萬 | 1.88% | +3,272+1.3% | 加碼 |
| First National Bank of Omaha | 262,306 | $3,576 萬 | 1.83% | −6,437−2.4% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 260,768 | $3,555 萬 | 0.08% | −146,632−36.0% | 減碼 |
| Commerzbank Aktiengesellschaft | 260,436 | $3,550 萬 | 2.02% | −157,068−37.6% | 減碼 |
| Candriam Luxembourg S.C.A. | 259,672 | $3,540 萬 | 0.24% | −16,728−6.1% | 減碼 |
| Nexus Investment Management ULC | 259,072 | $3,532 萬 | 3.71% | +585+0.2% | 加碼 |
| Destination Wealth Management | 258,939 | $3,530 萬 | 1.31% | +96,272+59.2% | 加碼 |
| Polar Capital Holdings Plc | 258,485 | $3,524 萬 | 0.21% | +13,517+5.5% | 加碼 |
| Nippon Life Global Investors Americas, Inc. | 256,960 | $3,503 萬 | 1.87% | −40,200−13.5% | 減碼 |
| Polaris Wealth Advisory Group, LLC | 266,747 | $3,497 萬 | 2.34% | +194,134+267.4% | 加碼 |
| Deprince Race & Zollo Inc | 256,250 | $3,493 萬 | 0.68% | +256,250 | 新進 |
| ArrowMark Colorado Holdings LLC | 255,989 | $3,490 萬 | 0.31% | −7,600−2.9% | 減碼 |
| Taurus Asset Management, LLC | 255,125 | $3,478 萬 | 3.50% | +471+0.2% | 加碼 |
| Vontobel Holding Ltd. | 245,693 | $3,453 萬 | 0.30% | +62,381+34.0% | 加碼 |
| Sabal Trust CO | 252,974 | $3,449 萬 | 2.39% | +4,011+1.6% | 加碼 |
| Capitolis Advisors LLC | 252,613 | $3,444 萬 | 1.73% | −333,141−56.9% | 減碼 |
| Bryn Mawr Trust Co | 251,514 | $3,429 萬 | 1.34% | −17,346−6.5% | 減碼 |
| Baskin Financial Services Inc. | 249,178 | $3,397 萬 | 2.99% | −1,282−0.5% | 減碼 |
| First National Trust Co | 248,056 | $3,382 萬 | 1.75% | +11,003+4.6% | 加碼 |
| Cetera Investment Advisers | 246,371 | $3,359 萬 | 0.48% | +16,132+7.0% | 加碼 |
| Chartwell Investment Partners, LLC | 246,161 | $3,356 萬 | 1.12% | −1,673−0.7% | 減碼 |
| Securian Asset Management, Inc | 245,899 | $3,352 萬 | 0.65% | −3,302−1.3% | 減碼 |
| Argent Trust Co | 244,839 | $3,338 萬 | 2.03% | +1,608+0.7% | 加碼 |
| Meyer Handelman Co | 244,141 | $3,328 萬 | 1.28% | +511+0.2% | 加碼 |
| Fishman Jay A Ltd | 242,921 | $3,311 萬 | 3.65% | +2,682+1.1% | 加碼 |
| Daiwa Securities Group Inc. | 242,525 | $3,306 萬 | 0.21% | −44,846−15.6% | 減碼 |
| Stratos Wealth Partners, LTD. | 241,952 | $3,298 萬 | 0.74% | +9,611+4.1% | 加碼 |
| Capstone Investment Advisors, LLC | 241,729 | $3,295 萬 | 0.71% | +240,066+14,435.7% | 加碼 |
| Spears Abacus Advisors LLC | 240,728 | $3,282 萬 | 2.44% | +3,448+1.5% | 加碼 |
| Barr E S & Co | 240,653 | $3,281 萬 | 2.25% | +1,542+0.6% | 加碼 |
| Alberta Investment Management Corp | 237,700 | $3,240 萬 | 0.19% | −171,283−41.9% | 減碼 |
| Simplex Trading, LLC | 237,704 | $3,240 萬 | 1.03% | +237,704 | 新進 |
| Crestwood Advisors Group LLC | 237,679 | $3,240 萬 | 0.91% | −5,347−2.2% | 減碼 |
| Xponance, Inc. | 237,296 | $3,235 萬 | 0.54% | −15,771−6.2% | 減碼 |
| Busey Wealth Management | 235,984 | $3,217 萬 | 1.29% | −11,421−4.6% | 減碼 |
| Ingalls & Snyder LLC | 235,450 | $3,210 萬 | 1.45% | +22,805+10.7% | 加碼 |
| Private Wealth Partners, LLC | 235,050 | $3,204 萬 | 2.87% | +375+0.2% | 加碼 |
| Stock Yards Bank & Trust Co | 233,832 | $3,188 萬 | 1.77% | +661+0.3% | 加碼 |
| Welch Group, LLC | 232,684 | $3,172 萬 | 1.81% | +188,102+421.9% | 加碼 |
| NS Partners Ltd | 230,955 | $3,148 萬 | 1.68% | −9,199−3.8% | 減碼 |
| Central Securities Corp | 230,000 | $3,135 萬 | 3.33% | 00.0% | 不變 |
| Braun Stacey Associates Inc | 229,888 | $3,134 萬 | 1.30% | −36,757−13.8% | 減碼 |
| Covington Capital Management | 229,193 | $3,124 萬 | 1.12% | +16,167+7.6% | 加碼 |
| Elo Mutual Pension Insurance Co | 227,961 | $3,108 萬 | 0.90% | +3,071+1.4% | 加碼 |
| Maryland State Retirement & Pension System | 227,088 | $3,096 萬 | 0.84% | +1,792+0.8% | 加碼 |
| Gradient Investments LLC | 226,847 | $3,092 萬 | 0.79% | −1,904−0.8% | 減碼 |
| First Foundation Advisors | 226,606 | $3,089 萬 | 1.12% | +19,666+9.5% | 加碼 |
| Anchor Capital Advisors LLC | 226,494 | $3,088 萬 | 0.66% | −13,163−5.5% | 減碼 |
| HBK Sorce Advisory LLC | 226,201 | $3,084 萬 | 1.69% | −5,580−2.4% | 減碼 |
| Clifford Swan Investment Counsel LLC | 225,927 | $3,080 萬 | 1.14% | +3,047+1.4% | 加碼 |
| Roosevelt Investment Group LLC | 223,851 | $3,052 萬 | 1.82% | +5,547+2.5% | 加碼 |
| Cantor Fitzgerald Investment Adviser L.P. | 222,422 | $3,032 萬 | 1.35% | +99,636+81.1% | 加碼 |
| Highland Capital Management, LLC | 220,457 | $3,005 萬 | 1.80% | +1,018+0.5% | 加碼 |
| Heritage Investors Management Corp | 218,624 | $2,980 萬 | 1.19% | +4,170+1.9% | 加碼 |
| Schwerin Boyle Capital Management Inc | 218,476 | $2,978 萬 | 2.48% | −2,550−1.2% | 減碼 |
| Matrix Asset Advisors Inc | 218,372 | $2,977 萬 | 4.00% | +2,690+1.2% | 加碼 |
| Levin Capital Strategies, L.P. | 218,132 | $2,974 萬 | 2.93% | −21,735−9.1% | 減碼 |
| Mill Capital Management, LLC | 218,121 | $2,973 萬 | 2.84% | +19,201+9.7% | 加碼 |
| PFS Investments Inc. | 217,461 | $2,964 萬 | 0.56% | +2,408+1.1% | 加碼 |
| Johnson Investment Counsel Inc | 217,034 | $2,959 萬 | 0.37% | −11,004−4.8% | 減碼 |
| Cornerstone Advisors, LLC | 217,000 | $2,958 萬 | 1.74% | −40,000−15.6% | 減碼 |
| Northeast Investment Management | 216,560 | $2,952 萬 | 1.55% | +2,217+1.0% | 加碼 |
| Markel Group Inc.大師馬克爾集團 | 216,550 | $2,952 萬 | 0.35% | 00.0% | 不變 |
| Cetera Advisor Networks LLC | 215,050 | $2,932 萬 | 0.36% | −5,189−2.4% | 減碼 |
| Venture Visionary Partners LLC | 214,938 | $2,930 萬 | 1.95% | +1,458+0.7% | 加碼 |
| Klingenstein Fields & Co LP | 214,284 | $2,921 萬 | 1.25% | −290−0.1% | 減碼 |
| Hancock Whitney Corp | 212,125 | $2,892 萬 | 0.98% | −3,961−1.8% | 減碼 |
| Howard Capital Management Group, LLC | 211,098 | $2,878 萬 | 2.62% | −658−0.3% | 減碼 |
| Moody Lynn & Lieberson, LLC | 210,835 | $2,874 萬 | 2.10% | −74,179−26.0% | 減碼 |
| Jane Street Group, LLC | 210,047 | $2,863 萬 | 0.05% | +18,714+9.8% | 加碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 206,802 | $2,854 萬 | 2.06% | 00.0% | 不變 |
| Front Barnett Associates LLC | 209,156 | $2,851 萬 | 2.87% | −1,500−0.7% | 減碼 |
| Oak Associates, Ltd | 208,855 | $2,847 萬 | 1.74% | −2,890−1.4% | 減碼 |
| South Dakota Investment Council | 208,653 | $2,844 萬 | 0.56% | −69,346−24.9% | 減碼 |
| Martingale Asset Management L P | 208,529 | $2,843 萬 | 0.43% | +172,039+471.5% | 加碼 |
| Manitou Investment Management Ltd. | 208,062 | $2,836 萬 | 4.36% | +57,369+38.1% | 加碼 |
| Galvin, Gaustad & Stein, LLC | 207,468 | $2,828 萬 | 2.55% | +6,887+3.4% | 加碼 |
| Eagle Global Advisors LLC | 207,069 | $2,823 萬 | 1.74% | −107−0.1% | 減碼 |
| NorthCrest Asset Manangement, LLC | 206,810 | $2,819 萬 | 1.34% | +108,886+111.2% | 加碼 |
| Pictet & Cie (Europe) SA | 206,610 | $2,817 萬 | 1.08% | +3,500+1.7% | 加碼 |