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 |
|---|---|---|---|---|---|
| Neville Rodie & Shaw Inc | 152,308 | $2,061 萬 | 1.53% | +3,515+2.4% | 加碼 |
| Trust Co of Vermont | 150,489 | $2,052 萬 | 1.39% | +3,701+2.5% | 加碼 |
| Illinois Municipal Retirement Fund | 150,355 | $2,050 萬 | 0.60% | −21,538−12.5% | 減碼 |
| Azimuth Capital Management LLC | 150,160 | $2,047 萬 | 0.88% | −1,148−0.8% | 減碼 |
| Armistice Capital, LLC | 150,000 | $2,045 萬 | 0.58% | +150,000 | 新進 |
| Dana Investment Advisors, Inc. | 149,969 | $2,044 萬 | 0.94% | −64,313−30.0% | 減碼 |
| Dixon Mitchell Investment Counsel Inc. | 148,613 | $2,026 萬 | 1.21% | +6,383+4.5% | 加碼 |
| Wesleyan Assurance Society | 147,707 | $2,013 萬 | 2.45% | −2,500−1.7% | 減碼 |
| Banque Pictet & Cie SA | 146,969 | $2,004 萬 | 0.15% | −9,333−6.0% | 減碼 |
| Bailard, Inc. | 145,727 | $1,987 萬 | 0.67% | +1,337+0.9% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 145,692 | $1,986 萬 | 1.33% | +1,300+0.9% | 加碼 |
| Vancity Investment Management Ltd | 145,307 | $1,981 萬 | 2.34% | −4,642−3.1% | 減碼 |
| Norinchukin Bank, The | 145,261 | $1,980 萬 | 0.26% | +21,273+17.2% | 加碼 |
| Atria Wealth Solutions, Inc. | 144,833 | $1,974 萬 | 0.33% | +144,833 | 新進 |
| O'Shaughnessy Asset Management, LLC | 144,549 | $1,971 萬 | 0.33% | +10,003+7.4% | 加碼 |
| Lockheed Martin Investment Management Co | 143,680 | $1,959 萬 | 1.08% | +24,860+20.9% | 加碼 |
| Patten & Patten Inc | 142,752 | $1,946 萬 | 1.42% | +229+0.2% | 加碼 |
| Resources Management Corp | 142,727 | $1,946 萬 | 2.72% | +334+0.2% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 142,186 | $1,938 萬 | 0.71% | +9,439+7.1% | 加碼 |
| Private Asset Management Inc | 141,908 | $1,935 萬 | 2.62% | −2,969−2.0% | 減碼 |
| Narwhal Capital Management | 141,645 | $1,931 萬 | 2.26% | +2,041+1.5% | 加碼 |
| Parsons Capital Management Inc | 141,537 | $1,929 萬 | 1.46% | +916+0.7% | 加碼 |
| Cresset Asset Management, LLC | 139,788 | $1,906 萬 | 0.20% | −23,755−14.5% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 137,363 | $1,887 萬 | 0.25% | −52,780−27.8% | 減碼 |
| Bollard Group LLC | 138,243 | $1,885 萬 | 0.60% | +133+0.1% | 加碼 |
| Maryland Capital Management | 138,121 | $1,883 萬 | 1.18% | +15,968+13.1% | 加碼 |
| Cypress Capital Management LLC | 137,852 | $1,879 萬 | 2.36% | −629−0.5% | 減碼 |
| BLB&B Advisors, LLC | 137,221 | $1,871 萬 | 1.26% | +3,570+2.7% | 加碼 |
| Ziegler Capital Management, LLC | 137,747 | $1,870 萬 | 0.79% | −62,722−31.3% | 減碼 |
| Banque Cantonale Vaudoise | 137,039 | $1,868 萬 | 0.81% | −2,454−1.8% | 減碼 |
| Courant Investment Management LLC | 136,592 | $1,862 萬 | 16.58% | 00.0% | 不變 |
| Noesis Capital Mangement Corp | 136,413 | $1,860 萬 | 4.47% | +3,867+2.9% | 加碼 |
| Easterly Investment Partners LLC | 135,980 | $1,854 萬 | 1.40% | −4,542−3.2% | 減碼 |
| Verity & Verity, LLC | 135,619 | $1,849 萬 | 2.56% | +8,287+6.5% | 加碼 |
| Sequoia Financial Advisors, LLC | 135,222 | $1,843 萬 | 0.46% | +41,252+43.9% | 加碼 |
| First American Bank | 134,755 | $1,837 萬 | 1.55% | −10,884−7.5% | 減碼 |
| Fukoku Mutual Life Insurance Co | 134,500 | $1,834 萬 | 1.39% | −12,241−8.3% | 減碼 |
| IFP Advisors, Inc | 215,548 | $1,833 萬 | 0.24% | +131,400+156.2% | 加碼 |
| Jones Financial Companies LLLP | 133,110 | $1,815 萬 | 0.03% | +1,947+1.5% | 加碼 |
| Bank of the West | 132,913 | $1,812 萬 | 1.87% | +299+0.2% | 加碼 |
| Moors & Cabot, Inc. | 132,475 | $1,806 萬 | 1.11% | +5,051+4.0% | 加碼 |
| United Asset Strategies, Inc. | 132,438 | $1,805 萬 | 2.30% | +7,208+5.8% | 加碼 |
| Logan Capital Management Inc | 132,385 | $1,805 萬 | 0.87% | −98−0.1% | 減碼 |
| Avantax Advisory Services, Inc. | 132,249 | $1,801 萬 | 0.25% | +6,833+5.4% | 加碼 |
| Fort Pitt Capital Group, LLC | 130,908 | $1,785 萬 | 0.67% | +20,591+18.7% | 加碼 |
| Hi-Line Capital Management, LLC | 130,441 | $1,778 萬 | 6.06% | +1,432+1.1% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 129,990 | $1,772 萬 | 0.39% | −18,260−12.3% | 減碼 |
| Aptus Capital Advisors, LLC | 129,186 | $1,761 萬 | 0.54% | +19,984+18.3% | 加碼 |
| Kanawha Capital Management LLC | 129,080 | $1,760 萬 | 1.55% | +2,579+2.0% | 加碼 |
| Callahan Advisors, LLC | 128,994 | $1,758 萬 | 2.01% | +2,574+2.0% | 加碼 |
| Atlantic Union Bankshares Corp | 128,038 | $1,745 萬 | 1.53% | +450.0% | 加碼 |
| Middleton & Co Inc | 127,780 | $1,742 萬 | 1.86% | −620.0% | 減碼 |
| Albion Financial Group | 127,530 | $1,739 萬 | 1.48% | −338−0.3% | 減碼 |
| Stonebridge Capital Advisors LLC | 127,173 | $1,734 萬 | 1.87% | +8,571+7.2% | 加碼 |
| Ironvine Capital Partners, LLC | 126,817 | $1,729 萬 | 1.86% | −1,747−1.4% | 減碼 |
| Worldquant Millennium Advisors LLC | 126,618 | $1,726 萬 | 0.42% | +15,587+14.0% | 加碼 |
| Forbes J M & Co LLP | 125,866 | $1,716 萬 | 2.17% | −183−0.1% | 減碼 |
| Osborne Partners Capital Management, LLC | 125,758 | $1,714 萬 | 1.27% | +753+0.6% | 加碼 |
| Adams Diversified Equity Fund, Inc. | 124,700 | $1,700 萬 | 0.68% | −65,800−34.5% | 減碼 |
| First Horizon Advisors, Inc. | 124,593 | $1,698 萬 | 0.93% | −74,972−37.6% | 減碼 |
| Osher Van de Voorde Investment Management | 124,525 | $1,698 萬 | 3.77% | +4,950+4.1% | 加碼 |
| FDx Advisors, Inc. | 124,465 | $1,697 萬 | 0.57% | −34,686−21.8% | 減碼 |
| Evergreen Capital Management LLC | 124,466 | $1,697 萬 | 0.69% | +4,267+3.5% | 加碼 |
| James Investment Research Inc | 124,398 | $1,696 萬 | 1.78% | −15,792−11.3% | 減碼 |
| Regentatlantic Capital LLC | 124,130 | $1,692 萬 | 0.48% | −2,836−2.2% | 減碼 |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 124,021 | $1,691 萬 | 7.35% | +124,021 | 新進 |
| Eisler Capital (UK) Ltd. | 123,953 | $1,690 萬 | 1.23% | +96,810+356.7% | 加碼 |
| Culbertson A N & Co Inc | 123,597 | $1,685 萬 | 3.17% | +15,005+13.8% | 加碼 |
| Tufton Capital Management | 123,286 | $1,681 萬 | 2.72% | −1,690−1.4% | 減碼 |
| Thompson Siegel & Walmsley LLC | 123,196 | $1,679 萬 | 0.24% | +20.0% | 加碼 |
| Alley Investment Management Company, LLC | 123,120 | $1,678 萬 | 2.77% | +123,120 | 新進 |
| Cabot Wealth Management Inc | 122,952 | $1,676 萬 | 2.26% | +3,206+2.7% | 加碼 |
| Hantz Financial Services, Inc. | 121,847 | $1,661 萬 | 0.49% | +17,147+16.4% | 加碼 |
| Stillwater Capital Advisors, LLC | 121,722 | $1,659 萬 | 2.67% | −3,428−2.7% | 減碼 |
| Prudential PLC | 121,688 | $1,659 萬 | 0.24% | +67,248+123.5% | 加碼 |
| Bourgeon Capital Management LLC | 121,309 | $1,654 萬 | 3.74% | +7,922+7.0% | 加碼 |
| Advisor Partners LLC | 120,917 | $1,648 萬 | 1.03% | −6,672−5.2% | 減碼 |
| Grand Jean Capital Management Inc | 120,794 | $1,647 萬 | 4.52% | −25,730−17.6% | 減碼 |
| Rbo & Co LLC | 120,622 | $1,644 萬 | 2.69% | −227−0.2% | 減碼 |
| Socorro Asset Management LP | 120,620 | $1,644 萬 | 4.57% | +19,017+18.7% | 加碼 |
| Rempart Asset Management Inc. | 119,999 | $1,636 萬 | 3.33% | +420+0.4% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 119,921 | $1,635 萬 | 0.63% | −115,220−49.0% | 減碼 |
| Viking Global Investors LP大師維京全球投資 | 119,706 | $1,632 萬 | 0.07% | +119,706 | 新進 |
| Linscomb & Williams, Inc. | 119,676 | $1,631 萬 | 0.78% | +1,841+1.6% | 加碼 |
| Financial Partners Capital Management LLC | 119,541 | $1,630 萬 | 3.02% | +1,653+1.4% | 加碼 |
| Birch Hill Investment Advisors LLC | 119,284 | $1,626 萬 | 0.87% | −496−0.4% | 減碼 |
| Perfromance Wealth Partners, LLC | 119,112 | $1,624 萬 | 0.71% | +29,317+32.6% | 加碼 |
| CTC LLC | 118,723 | $1,618 萬 | 0.30% | +118,723 | 新進 |
| Motco | 118,692 | $1,618 萬 | 1.05% | +2,038+1.7% | 加碼 |
| Valeo Financial Advisors, LLC | 142,985 | $1,618 萬 | 0.84% | +16,401+13.0% | 加碼 |
| First Long Island Investors, LLC | 117,382 | $1,600 萬 | 1.36% | +2,044+1.8% | 加碼 |
| National Asset Management, Inc. | 116,955 | $1,595 萬 | 0.52% | +10,090+9.4% | 加碼 |
| Shell Asset Management Co | 116,403 | $1,587 萬 | 0.37% | −120,131−50.8% | 減碼 |
| Webster Bank, N. A. | 116,255 | $1,585 萬 | 1.84% | +3,282+2.9% | 加碼 |
| Overbrook Management Corp | 115,761 | $1,578 萬 | 3.50% | −176−0.2% | 減碼 |
| Steigerwald, Gordon & Koch Inc. | 115,637 | $1,576 萬 | 2.41% | +312+0.3% | 加碼 |
| Equitable Holdings, Inc. | 115,597 | $1,576 萬 | 0.26% | +13,221+12.9% | 加碼 |
| Baltimore-Washington Financial Advisors, Inc. | 103,425 | $1,574 萬 | 1.60% | −7,217−6.5% | 減碼 |
| Fullerton Fund Management Co Ltd. | 114,494 | $1,561 萬 | 0.82% | −250,895−68.7% | 減碼 |
| Addenda Capital Inc. | 114,185 | $1,557 萬 | 0.64% | +16,229+16.6% | 加碼 |