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 |
|---|---|---|---|---|---|
| KMG Fiduciary Partners, LLC | 113,981 | $1,554 萬 | 2.48% | +5,654+5.2% | 加碼 |
| Ashburton (Jersey) Ltd | 110,032 | $1,546 萬 | 6.17% | −1,372−1.2% | 減碼 |
| Gluskin Sheff & Assoc Inc | 112,970 | $1,540 萬 | 0.67% | +4,727+4.4% | 加碼 |
| Kestra Private Wealth Services, LLC | 112,645 | $1,536 萬 | 0.76% | +1,118+1.0% | 加碼 |
| Drexel Morgan & Co. | 112,606 | $1,535 萬 | 4.46% | +1,000+0.9% | 加碼 |
| Curi Capital | 112,356 | $1,532 萬 | 2.65% | −17,065−13.2% | 減碼 |
| J.P. Marvel Investment Advisors, LLC | 111,771 | $1,524 萬 | 3.10% | −120−0.1% | 減碼 |
| Desjardins Global Asset Management Inc. | 111,688 | $1,523 萬 | 1.33% | +26,995+31.9% | 加碼 |
| MainStreet Investment Advisors LLC | 111,483 | $1,520 萬 | 1.42% | +787+0.7% | 加碼 |
| Ally Financial Inc. | 111,000 | $1,513 萬 | 1.74% | +81,000+270.0% | 加碼 |
| Grassi Investment Management | 110,303 | $1,504 萬 | 1.59% | +303+0.3% | 加碼 |
| Amica Mutual Insurance Co | 109,913 | $1,498 萬 | 1.76% | +3,370+3.2% | 加碼 |
| Pictet North America Advisors SA | 108,467 | $1,479 萬 | 1.71% | −2,456−2.2% | 減碼 |
| Dearborn Partners LLC | 107,944 | $1,472 萬 | 0.56% | +1,216+1.1% | 加碼 |
| CSM Advisors, LLC | 107,910 | $1,471 萬 | 1.02% | −10,480−8.9% | 減碼 |
| Guardian Capital Advisors LP | 111,364 | $1,465 萬 | 1.43% | +913+0.8% | 加碼 |
| Woodley Farra Manion Portfolio Management Inc | 107,394 | $1,464 萬 | 1.09% | −6,325−5.6% | 減碼 |
| Kings Point Capital Management | 106,691 | $1,454 萬 | 1.27% | +3,467+3.4% | 加碼 |
| Sigma Planning Corp | 106,576 | $1,453 萬 | 0.44% | −21,860−17.0% | 減碼 |
| Anderson Hoagland & Co | 105,821 | $1,443 萬 | 1.86% | −747−0.7% | 減碼 |
| LGT Fund Management Co Ltd. | 106,070 | $1,435 萬 | 1.91% | +43,520+69.6% | 加碼 |
| Matthew 25 Management Corp | 105,000 | $1,431 萬 | 4.23% | 00.0% | 不變 |
| Connor, Clark & Lunn Investment Management Ltd. | 104,869 | $1,430 萬 | 0.07% | −392,865−78.9% | 減碼 |
| Quadrature Capital Ltd | 104,528 | $1,425 萬 | 0.57% | +104,528 | 新進 |
| Adell Harriman & Carpenter Inc | 104,472 | $1,424 萬 | 1.38% | −2,529−2.4% | 減碼 |
| Corient Capital Partners, LLC | 104,462 | $1,424 萬 | 0.94% | −913−0.9% | 減碼 |
| Kingsview Wealth Management, LLC | 104,423 | $1,423 萬 | 0.63% | −68,033−39.4% | 減碼 |
| Meridian Wealth Management, LLC | 104,412 | $1,423 萬 | 1.56% | −5,245−4.8% | 減碼 |
| Colonial Trust Advisors | 104,241 | $1,421 萬 | 1.68% | +1,562+1.5% | 加碼 |
| United Bank | 103,690 | $1,414 萬 | 1.86% | −536−0.5% | 減碼 |
| Canandaigua National Corp | 103,553 | $1,412 萬 | 2.15% | −2,841−2.7% | 減碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 103,391 | $1,409 萬 | 2.17% | +1,013+1.0% | 加碼 |
| Acadian Asset Management LLC | 103,379 | $1,409 萬 | 0.06% | −47,116−31.3% | 減碼 |
| SS&H Financial Advisors, Inc. | 103,317 | $1,408 萬 | 5.50% | +103,317 | 新進 |
| Baxter Bros Inc | 103,123 | $1,406 萬 | 2.11% | +148+0.1% | 加碼 |
| Rothschild Capital Partners, LLC | 103,059 | $1,405 萬 | 4.92% | −4,267−4.0% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 103,000 | $1,404 萬 | 0.79% | +12,887+14.3% | 加碼 |
| Novare Capital Management LLC | 102,526 | $1,398 萬 | 1.49% | −1,218−1.2% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 102,514 | $1,398 萬 | 1.24% | +1,479+1.5% | 加碼 |
| Inverness Counsel LLC | 102,486 | $1,397 萬 | 0.63% | +19,769+23.9% | 加碼 |
| Texas Yale Capital Corp. | 102,441 | $1,397 萬 | 0.76% | −404−0.4% | 減碼 |
| NBT Bank N A | 102,270 | $1,394 萬 | 1.86% | −1,966−1.9% | 減碼 |
| AGF Investments America Inc. | 102,234 | $1,394 萬 | 2.54% | +48,746+91.1% | 加碼 |
| Eagle Rock Investment Company, LLC | 102,183 | $1,393 萬 | 2.95% | −2,054−2.0% | 減碼 |
| JustInvest LLC | 102,178 | $1,393 萬 | 0.67% | +28,093+37.9% | 加碼 |
| NewEdge Wealth, LLC | 101,080 | $1,378 萬 | 0.61% | +26,700+35.9% | 加碼 |
| Wedbush Securities Inc | 100,955 | $1,376 萬 | 0.63% | +8,189+8.8% | 加碼 |
| Waverton Investment Management Ltd | 100,948 | $1,376 萬 | 0.46% | +433+0.4% | 加碼 |
| Prospera Financial Services Inc | 100,828 | $1,375 萬 | 0.58% | −10,497−9.4% | 減碼 |
| First Financial Bank - Trust Division | 100,836 | $1,375 萬 | 1.46% | +2,515+2.6% | 加碼 |
| Diversified Trust Co | 100,374 | $1,368 萬 | 0.48% | +11,010+12.3% | 加碼 |
| Clear Street LLC | 100,068 | $1,364 萬 | 3.57% | +100,068 | 新進 |
| Ossiam | 99,951 | $1,363 萬 | 0.36% | −13,394−11.8% | 減碼 |
| Wolverine Trading, LLC | 96,439 | $1,355 萬 | 0.40% | +19,677+25.6% | 加碼 |
| Snowden Capital Advisors LLC | 99,309 | $1,354 萬 | 0.54% | +43,859+79.1% | 加碼 |
| Asahi Life Asset Management Co., Ltd. | 99,072 | $1,351 萬 | 1.86% | −314−0.3% | 減碼 |
| CCM Investment Advisers LLC | 98,913 | $1,348 萬 | 1.84% | −412−0.4% | 減碼 |
| Washington Trust Bank | 98,906 | $1,348 萬 | 1.56% | +2,599+2.7% | 加碼 |
| Verdence Capital Advisors LLC | 98,896 | $1,348 萬 | 1.53% | +20,987+26.9% | 加碼 |
| Itau Unibanco Holding S.A. | 98,895 | $1,348 萬 | 0.41% | −93,348−48.6% | 減碼 |
| New England Asset Management Inc | 98,597 | $1,344 萬 | 0.21% | +2,170+2.3% | 加碼 |
| TruWealth Advisors, LLC | 98,539 | $1,343 萬 | 1.40% | +2,387+2.5% | 加碼 |
| Cubist Systematic Strategies, LLC | 98,506 | $1,343 萬 | 0.11% | −30,153−23.4% | 減碼 |
| Prime Capital Investment Advisors, LLC | 84,784 | $1,343 萬 | 0.75% | −1,019−1.2% | 減碼 |
| Northwest & Ethical Investments L.P. | 98,167 | $1,338 萬 | 0.43% | −9,361−8.7% | 減碼 |
| Yarbrough Capital, LLC | 97,877 | $1,334 萬 | 0.76% | +20.0% | 加碼 |
| First American Trust, FSB | 97,799 | $1,333 萬 | 1.84% | +3,605+3.8% | 加碼 |
| Montag A & Associates Inc | 97,714 | $1,332 萬 | 0.71% | −7,854−7.4% | 減碼 |
| Clearstead Advisors, LLC | 97,666 | $1,331 萬 | 0.91% | +5,421+5.9% | 加碼 |
| Telemus Capital, LLC | 97,608 | $1,331 萬 | 1.16% | +5,280+5.7% | 加碼 |
| Murphy Capital Management Inc | 97,415 | $1,328 萬 | 1.54% | −2,448−2.5% | 減碼 |
| Bridgeway Capital Management, LLC | 97,395 | $1,328 萬 | 0.26% | −86,550−47.1% | 減碼 |
| Freestone Capital Holdings, LLC | 96,861 | $1,320 萬 | 0.53% | +4,161+4.5% | 加碼 |
| We Are One Seven, LLC | 96,499 | $1,316 萬 | 1.41% | −334−0.3% | 減碼 |
| Nicola Wealth Management Ltd. | 96,500 | $1,316 萬 | 1.16% | +9,800+11.3% | 加碼 |
| Mitchell Sinkler & Starr | 96,392 | $1,314 萬 | 4.11% | +465+0.5% | 加碼 |
| First Citizens Bank & Trust Co | 96,306 | $1,313 萬 | 0.51% | +3,546+3.8% | 加碼 |
| Lincoln National Corp | 95,839 | $1,307 萬 | 0.27% | +13,604+16.5% | 加碼 |
| Westchester Capital Management, Inc. | 95,584 | $1,303 萬 | 3.36% | +713+0.8% | 加碼 |
| Penobscot Investment Management Company, Inc. | 94,976 | $1,295 萬 | 1.89% | −1,470−1.5% | 減碼 |
| Trust Co of Virginia | 94,848 | $1,293 萬 | 1.38% | +2,985+3.2% | 加碼 |
| Edge Wealth Management LLC | 94,749 | $1,292 萬 | 2.54% | +2,745+3.0% | 加碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 94,483 | $1,288 萬 | 1.44% | +1,263+1.4% | 加碼 |
| Quest Investment Management LLC | 94,256 | $1,285 萬 | 1.22% | +523+0.6% | 加碼 |
| Advisory Services Network, LLC | 94,160 | $1,284 萬 | 0.38% | −2,813−2.9% | 減碼 |
| CWM, LLC | 93,787 | $1,279 萬 | 0.09% | +11,830+14.4% | 加碼 |
| Sit Investment Associates Inc | 93,648 | $1,277 萬 | 0.34% | −96,258−50.7% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 93,594 | $1,276 萬 | 0.57% | +14,062+17.7% | 加碼 |
| Private Advisory Group LLC | 93,555 | $1,275 萬 | 2.50% | +11,354+13.8% | 加碼 |
| Community Bank of Raymore | 93,410 | $1,273 萬 | 3.56% | +975+1.1% | 加碼 |
| Ledyard National Bank | 93,235 | $1,271 萬 | 1.27% | +5,590+6.4% | 加碼 |
| Citizens Business Bank | 93,186 | $1,270 萬 | 1.53% | +4,698+5.3% | 加碼 |
| Cincinnati Casualty Co | 93,000 | $1,268 萬 | 7.38% | 00.0% | 不變 |
| Cincinnati Specialty Underwriters Insurance CO | 93,000 | $1,268 萬 | 4.71% | 00.0% | 不變 |
| Bragg Financial Advisors, Inc | 92,721 | $1,264 萬 | 0.74% | +5,107+5.8% | 加碼 |
| Adviser Investments LLC | 91,948 | $1,253 萬 | 0.81% | +2,052+2.3% | 加碼 |
| Allstate Corp | 91,936 | $1,253 萬 | 0.33% | −139,432−60.3% | 減碼 |
| Parallax Volatility Advisers, L.P. | 91,507 | $1,247 萬 | 0.29% | +91,507 | 新進 |
| Marshall Wace, LLP | 91,450 | $1,247 萬 | 0.03% | −1,439,304−94.0% | 減碼 |
| Rossmore Private Capital | 91,270 | $1,244 萬 | 1.94% | +319+0.4% | 加碼 |