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 |
|---|---|---|---|---|---|
| MMBG Investment Advisors Co. | 206,317 | $2,813 萬 | 2.93% | +5,407+2.7% | 加碼 |
| Brinker Capital Investments, LLC | 205,364 | $2,800 萬 | 0.43% | −16,871−7.6% | 減碼 |
| Stewart & Patten Co LLC | 204,730 | $2,791 萬 | 4.48% | −4,064−1.9% | 減碼 |
| Estabrook Capital Management | 204,478 | $2,787 萬 | 4.10% | −1,921−0.9% | 減碼 |
| LMCG Investments, LLC | 203,512 | $2,774 萬 | 1.61% | +203,512 | 新進 |
| Oakworth Capital, Inc. | 203,357 | $2,772 萬 | 2.39% | +15,180+8.1% | 加碼 |
| Squarepoint Ops LLC | 203,116 | $2,769 萬 | 0.21% | +50,866+33.4% | 加碼 |
| St Germain D J Co Inc | 202,418 | $2,759 萬 | 1.55% | +1,527+0.8% | 加碼 |
| Chesley Taft & Associates LLC | 209,270 | $2,753 萬 | 1.61% | −283−0.1% | 減碼 |
| AE Wealth Management LLC | 201,274 | $2,744 萬 | 0.19% | −8,395−4.0% | 減碼 |
| Capital International Ltd | 199,847 | $2,724 萬 | 1.55% | −65,627−24.7% | 減碼 |
| Erste Asset Management GmbH | 194,435 | $2,720 萬 | 0.52% | −100,659−34.1% | 減碼 |
| Smith, Salley & Associates | 198,175 | $2,702 萬 | 2.04% | +1,776+0.9% | 加碼 |
| Salem Investment Counselors Inc | 197,826 | $2,697 萬 | 1.06% | +311+0.2% | 加碼 |
| Capital International Sarl | 197,516 | $2,693 萬 | 1.34% | −24,235−10.9% | 減碼 |
| Crossmark Global Holdings, Inc. | 197,224 | $2,689 萬 | 0.60% | −11,773−5.6% | 減碼 |
| Shufro Rose & Co LLC | 196,687 | $2,681 萬 | 2.07% | −3,970−2.0% | 減碼 |
| Cetera Advisors LLC | 193,587 | $2,639 萬 | 0.53% | +5,681+3.0% | 加碼 |
| Franklin Street Advisors Inc | 192,985 | $2,631 萬 | 2.12% | −32,824−14.5% | 減碼 |
| LaFleur & Godfrey LLC | 192,200 | $2,620 萬 | 3.52% | +2,872+1.5% | 加碼 |
| Atria Investments LLC | 191,436 | $2,610 萬 | 0.46% | +8,365+4.6% | 加碼 |
| Wealthfront Advisers LLC | 188,499 | $2,570 萬 | 0.11% | −15,627−7.7% | 減碼 |
| Community Trust & Investment Co | 188,421 | $2,569 萬 | 2.27% | +4,772+2.6% | 加碼 |
| Kentucky Retirement Systems | 188,370 | $2,568 萬 | 1.05% | +8,318+4.6% | 加碼 |
| Soros Fund Management LLC大師索羅斯基金管理 | 187,499 | $2,556 萬 | 0.47% | +174,400+1,331.4% | 加碼 |
| Janney Capital Management LLC | 186,985 | $2,549 萬 | 1.81% | −260.0% | 減碼 |
| Morningstar Investment Services LLC | 180,197 | $2,536 萬 | 0.28% | −279−0.2% | 減碼 |
| Central Trust Co | 184,994 | $2,522 萬 | 0.72% | −829−0.4% | 減碼 |
| Lido Advisors, LLC | 184,992 | $2,522 萬 | 0.48% | +29,825+19.2% | 加碼 |
| National Mutual Insurance Federation of Agricultural Cooperatives | 184,900 | $2,521 萬 | 0.22% | −43,000−18.9% | 減碼 |
| FineMark National Bank & Trust | 184,610 | $2,517 萬 | 1.01% | +2,688+1.5% | 加碼 |
| Silvercrest Asset Management Group LLC | 184,205 | $2,511 萬 | 0.16% | −11,939−6.1% | 減碼 |
| Wade G W & Inc | 183,663 | $2,504 萬 | 1.07% | +8,923+5.1% | 加碼 |
| Sandy Spring Bank | 183,207 | $2,498 萬 | 1.27% | +3,679+2.0% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 182,545 | $2,489 萬 | 0.09% | −30,763−14.4% | 減碼 |
| Cardinal Capital Management, Inc. | 182,547 | $2,489 萬 | 1.21% | +7,431+4.2% | 加碼 |
| Hyman Charles D | 181,662 | $2,476 萬 | 1.56% | +1,520+0.8% | 加碼 |
| Campbell Newman Asset Management Inc | 181,520 | $2,475 萬 | 2.38% | −74,356−29.1% | 減碼 |
| Tower Bridge Advisors | 180,207 | $2,457 萬 | 1.64% | −162−0.1% | 減碼 |
| Louisiana State Employees Retirement System | 186,500 | $2,454 萬 | 0.58% | +1,300+0.7% | 加碼 |
| Veritable, L.P. | 179,649 | $2,449 萬 | 0.38% | −6,105−3.3% | 減碼 |
| Metropolitan Life Insurance Co | 179,520 | $2,447 萬 | 0.87% | −155,118−46.4% | 減碼 |
| Palisade Capital Management LLC | 178,592 | $2,435 萬 | 0.56% | −11,906−6.2% | 減碼 |
| Marco Investment Management LLC | 177,850 | $2,425 萬 | 2.46% | +13,358+8.1% | 加碼 |
| Ruffer LLP | 177,693 | $2,422 萬 | 0.57% | −25,035−12.3% | 減碼 |
| American Assets Investment Management, LLC | 177,600 | $2,421 萬 | 2.56% | 00.0% | 不變 |
| Cinctive Capital Management LP | 177,498 | $2,420 萬 | 1.09% | +177,498 | 新進 |
| Ieq Capital, LLC | 177,273 | $2,417 萬 | 0.58% | −4,638−2.5% | 減碼 |
| Appleton Partners Inc | 176,551 | $2,407 萬 | 1.97% | +6,609+3.9% | 加碼 |
| Congress Asset Management Co | 175,945 | $2,399 萬 | 0.20% | −828−0.5% | 減碼 |
| Independent Advisor Alliance | 175,431 | $2,392 萬 | 1.15% | +19,363+12.4% | 加碼 |
| Trexquant Investment LP | 175,235 | $2,389 萬 | 1.12% | +175,235 | 新進 |
| Payden & Rygel | 174,806 | $2,383 萬 | 1.20% | −115,850−39.9% | 減碼 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 175,990 | $2,381 萬 | 1.65% | 00.0% | 不變 |
| Northeast Financial Consultants Inc | 174,645 | $2,381 萬 | 1.38% | +9,127+5.5% | 加碼 |
| MBB Public Markets I LLC | 174,081 | $2,373 萬 | 0.49% | +148,708+586.1% | 加碼 |
| Howe & Rusling Inc | 173,064 | $2,359 萬 | 2.73% | −2,642−1.5% | 減碼 |
| Wharton Business Group, LLC | 173,063 | $2,359 萬 | 1.43% | +1,167+0.7% | 加碼 |
| Maple Capital Management, Inc. | 172,897 | $2,357 萬 | 2.77% | +3,696+2.2% | 加碼 |
| Cumberland Partners Ltd | 172,420 | $2,351 萬 | 1.78% | −55,178−24.2% | 減碼 |
| Doyle Wealth Management | 172,420 | $2,350 萬 | 1.69% | +5,076+3.0% | 加碼 |
| KCM Investment Advisors LLC | 172,033 | $2,345 萬 | 0.86% | +2,116+1.2% | 加碼 |
| New Mexico Educational Retirement Board | 171,850 | $2,343 萬 | 0.87% | −10,700−5.9% | 減碼 |
| Randolph Co Inc | 171,440 | $2,337 萬 | 3.00% | −3,762−2.1% | 減碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 171,209 | $2,334 萬 | 1.70% | +2,351+1.4% | 加碼 |
| Tocqueville Asset Management L.P. | 171,030 | $2,332 萬 | 0.35% | +10,902+6.8% | 加碼 |
| Wilsey Asset Management Inc | 170,868 | $2,329 萬 | 5.35% | +9,520+5.9% | 加碼 |
| Thomasville National Bank | 170,846 | $2,329 萬 | 2.25% | −2,376−1.4% | 減碼 |
| BTR Capital Management Inc | 170,791 | $2,328 萬 | 2.86% | +1,309+0.8% | 加碼 |
| Capital Investment Advisors, LLC | 170,342 | $2,322 萬 | 0.71% | +12,718+8.1% | 加碼 |
| Cullinan Associates Inc | 170,159 | $2,320 萬 | 1.22% | +14,438+9.3% | 加碼 |
| Aristotle Atlantic Partners, LLC | 169,925 | $2,317 萬 | 1.43% | −1,843−1.1% | 減碼 |
| Congress Wealth Management LLC | 169,368 | $2,309 萬 | 0.50% | +2,817+1.7% | 加碼 |
| Absher Wealth Management, LLC | 168,877 | $2,302 萬 | 3.93% | +33,534+24.8% | 加碼 |
| Lowe Brockenbrough & Co Inc | 167,532 | $2,284 萬 | 1.69% | +603+0.4% | 加碼 |
| Achmea Investment Management B.V. | 166,560 | $2,271 萬 | 0.59% | −23,423−12.3% | 減碼 |
| Bank of Nova Scotia Trust Co | 165,675 | $2,259 萬 | 1.97% | −37,104−18.3% | 減碼 |
| Baker Avenue Asset Management, LP | 164,691 | $2,245 萬 | 1.22% | −3,359−2.0% | 減碼 |
| McDonald Capital Investors Inc | 163,722 | $2,232 萬 | 1.59% | −470.0% | 減碼 |
| Old National Bancorp | 163,526 | $2,229 萬 | 0.82% | −5,969−3.5% | 減碼 |
| Carret Asset Management, LLC | 163,508 | $2,229 萬 | 2.55% | +799+0.5% | 加碼 |
| Arvest Trust Co N A | 162,475 | $2,215 萬 | 1.23% | −2,543−1.5% | 減碼 |
| Villere St Denis J & Co LLC | 161,906 | $2,207 萬 | 1.31% | +6,550+4.2% | 加碼 |
| First Fiduciary Investment Counsel, Inc. | 161,338 | $2,199 萬 | 4.29% | +1,725+1.1% | 加碼 |
| Farmers & Merchants Investments Inc | 160,963 | $2,194 萬 | 0.83% | +6,715+4.4% | 加碼 |
| Abner Herrman & Brock LLC | 160,148 | $2,183 萬 | 3.07% | −138−0.1% | 減碼 |
| Rothschild Investment Corp | 159,291 | $2,171 萬 | 1.71% | −138−0.1% | 減碼 |
| South State Corp. | 159,171 | $2,170 萬 | 1.73% | +4,533+2.9% | 加碼 |
| Brewin Dolphin Ltd | 158,341 | $2,159 萬 | 0.88% | +6,268+4.1% | 加碼 |
| Foster Dykema Cabot & Co Inc | 157,978 | $2,154 萬 | 2.60% | +1,298+0.8% | 加碼 |
| Rockland Trust Co | 157,655 | $2,149 萬 | 1.37% | +11,351+7.8% | 加碼 |
| Blue Chip Partners, Inc. | 156,824 | $2,138 萬 | 2.66% | +3,990+2.6% | 加碼 |
| Citizens Financial Group Inc | 156,561 | $2,134 萬 | 0.75% | −27,013−14.7% | 減碼 |
| Willis Investment Counsel | 156,080 | $2,128 萬 | 1.13% | −3,191−2.0% | 減碼 |
| Alpine Woods Capital Investors, LLC | 155,932 | $2,126 萬 | 2.24% | +51,585+49.4% | 加碼 |
| Hosking Partners LLP | 155,278 | $2,117 萬 | 0.55% | −3,597−2.3% | 減碼 |
| Kemnay Advisory Services Inc. | 153,947 | $2,099 萬 | 3.74% | 00.0% | 不變 |
| SeaTown Holdings Pte. Ltd. | 152,740 | $2,082 萬 | 1.55% | +9,000+6.3% | 加碼 |
| Pacer Advisors, Inc. | 151,938 | $2,071 萬 | 0.17% | −1,579−1.0% | 減碼 |
| Allen Investment Management LLC | 151,653 | $2,067 萬 | 0.28% | 00.0% | 不變 |