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 |
|---|---|---|---|---|---|
| Wilbanks Smith & Thomas Asset Management LLC | 100,990 | $1,243 萬 | 0.50% | +3,783+3.9% | 加碼 |
| Regent Investment Management LLC | 90,952 | $1,240 萬 | 2.87% | −1,110−1.2% | 減碼 |
| Kornitzer Capital Management Inc | 90,391 | $1,232 萬 | 0.20% | −4,007−4.2% | 減碼 |
| Endurance Wealth Management, Inc. | 90,384 | $1,232 萬 | 1.59% | −23,657−20.7% | 減碼 |
| Sand Hill Global Advisors, LLC | 90,230 | $1,230 萬 | 0.68% | +3,455+4.0% | 加碼 |
| Cincinnati Financial Corp | 90,000 | $1,227 萬 | 0.27% | 00.0% | 不變 |
| Meiji Yasuda Asset Management Co Ltd. | 89,944 | $1,226 萬 | 0.67% | −12,218−12.0% | 減碼 |
| Torray LLC | 89,827 | $1,225 萬 | 1.96% | −18,772−17.3% | 減碼 |
| Dakota Wealth Management | 89,573 | $1,221 萬 | 1.00% | −36,932−29.2% | 減碼 |
| Dowling & Yahnke LLC | 89,513 | $1,220 萬 | 0.53% | −300−0.3% | 減碼 |
| Circle Wealth Management, LLC | 89,363 | $1,218 萬 | 1.60% | +2,880+3.3% | 加碼 |
| Leavell Investment Management, Inc. | 89,226 | $1,216 萬 | 0.84% | −257−0.3% | 減碼 |
| Transcend Wealth Collective, LLC | 89,000 | $1,213 萬 | 1.09% | +1,858+2.1% | 加碼 |
| Brown Brothers Harriman & Co | 88,726 | $1,210 萬 | 0.09% | +628+0.7% | 加碼 |
| Beach Investment Counsel Inc | 88,537 | $1,207 萬 | 1.27% | −39,875−31.1% | 減碼 |
| Fiduciary Group LLC | 101,956 | $1,205 萬 | 1.59% | +1,927+1.9% | 加碼 |
| TD Private Client Wealth LLC | 88,194 | $1,202 萬 | 0.51% | −2,212−2.4% | 減碼 |
| EULAV Asset Management | 88,000 | $1,200 萬 | 0.36% | −7,000−7.4% | 減碼 |
| Choate Investment Advisors | 87,990 | $1,200 萬 | 0.64% | −2,453−2.7% | 減碼 |
| Biondo Investment Advisors, LLC | 87,792 | $1,197 萬 | 2.11% | +1,043+1.2% | 加碼 |
| Park Avenue Securities LLC | 87,758 | $1,196 萬 | 0.21% | +5,039+6.1% | 加碼 |
| BTC Capital Management, Inc. | 87,754 | $1,196 萬 | 1.18% | −7,690−8.1% | 減碼 |
| TownSquare Capital, LLC | 87,473 | $1,193 萬 | 0.30% | +10,802+14.1% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 87,230 | $1,189 萬 | 1.05% | +8,386+10.6% | 加碼 |
| Cohen Capital Management, Inc. | 86,809 | $1,183 萬 | 2.07% | +57+0.1% | 加碼 |
| Rice Partnership, LLC | 86,750 | $1,183 萬 | 3.41% | +1,496+1.8% | 加碼 |
| Spire Wealth Management | 86,502 | $1,181 萬 | 0.32% | −142,424−62.2% | 減碼 |
| Sonora Investment Management Group, LLC | 86,639 | $1,181 萬 | 1.34% | +4,763+5.8% | 加碼 |
| Cyrus J. Lawrence, LLC | 86,264 | $1,176 萬 | 2.69% | +86,264 | 新進 |
| Cannell Peter B & Co Inc | 86,260 | $1,176 萬 | 0.35% | −850−1.0% | 減碼 |
| Hoylecohen, LLC | 86,246 | $1,176 萬 | 1.01% | +643+0.8% | 加碼 |
| American Portfolios Advisors | 86,117 | $1,174 萬 | 0.40% | +636+0.7% | 加碼 |
| Moneta Group Investment Advisors LLC | 86,026 | $1,173 萬 | 0.46% | +42,471+97.5% | 加碼 |
| Hilton Capital Management, LLC | 85,942 | $1,172 萬 | 1.25% | +223+0.3% | 加碼 |
| Integrated Advisors Network LLC | 85,817 | $1,170 萬 | 0.69% | +2,133+2.5% | 加碼 |
| Peak Asset Management, LLC | 85,805 | $1,170 萬 | 2.72% | +848+1.0% | 加碼 |
| Forum Financial Management, LP | 85,755 | $1,169 萬 | 0.56% | +2,454+2.9% | 加碼 |
| Alerus Financial NA | 85,537 | $1,166 萬 | 0.99% | −699−0.8% | 減碼 |
| Texas Capital Bank Wealth Management Services Inc | 85,354 | $1,164 萬 | 1.06% | +12,097+16.5% | 加碼 |
| Means Investment Co., Inc. | 85,329 | $1,163 萬 | 2.11% | +3,360+4.1% | 加碼 |
| Close Asset Management Ltd | 73,259 | $1,160 萬 | 0.41% | 00.0% | 不變 |
| Lyell Wealth Management, LP | 84,942 | $1,158 萬 | 1.49% | −655−0.8% | 減碼 |
| Miramar Capital, LLC | 84,600 | $1,153 萬 | 3.16% | +27,330+47.7% | 加碼 |
| Haverford Financial Services, Inc. | 84,521 | $1,152 萬 | 2.84% | +5,672+7.2% | 加碼 |
| Richard Bernstein Advisors LLC | 84,466 | $1,152 萬 | 0.23% | 00.0% | 不變 |
| Charter Trust Co | 84,231 | $1,148 萬 | 1.03% | −624−0.7% | 減碼 |
| Girard Partners Ltd. | 83,763 | $1,142 萬 | 1.25% | +5,083+6.5% | 加碼 |
| JCIC Asset Management Inc. | 83,574 | $1,139 萬 | 3.52% | −1,546−1.8% | 減碼 |
| Transform Wealth, LLC | 82,748 | $1,128 萬 | 1.26% | +561+0.7% | 加碼 |
| Geneos Wealth Management Inc. | 82,733 | $1,128 萬 | 0.48% | −3,900−4.5% | 減碼 |
| Private Trust Co NA | 82,653 | $1,127 萬 | 1.76% | −4,168−4.8% | 減碼 |
| Corbenic Partners LLC | 82,567 | $1,126 萬 | 2.45% | +30,588+58.8% | 加碼 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 83,150 | $1,125 萬 | 1.99% | 00.0% | 不變 |
| Beese Fulmer Investment Management, Inc. | 82,467 | $1,124 萬 | 1.22% | +409+0.5% | 加碼 |
| Cape Cod Five Cents Savings Bank | 82,433 | $1,124 萬 | 1.13% | +381+0.5% | 加碼 |
| Cypress Capital Group | 82,356 | $1,123 萬 | 1.39% | +563+0.7% | 加碼 |
| Profund Advisors LLC | 82,233 | $1,121 萬 | 0.47% | −9,670−10.5% | 減碼 |
| NJ State Employees Deferred Compensation Plan | 82,000 | $1,118 萬 | 1.51% | 00.0% | 不變 |
| Twin Capital Management Inc | 81,690 | $1,114 萬 | 1.20% | −13,415−14.1% | 減碼 |
| Strategic Global Advisors, LLC | 81,450 | $1,110 萬 | 1.62% | +3,846+5.0% | 加碼 |
| Interval Partners, LP | 80,993 | $1,104 萬 | 0.83% | +80,993 | 新進 |
| Edge Capital Group, LLC | 80,571 | $1,098 萬 | 0.75% | −14,712−15.4% | 減碼 |
| Brookstone Capital Management | 82,335 | $1,095 萬 | 0.21% | −8,771−9.6% | 減碼 |
| Ferris Capital, LLC | 80,264 | $1,094 萬 | 2.50% | 00.0% | 不變 |
| Earnest Partners LLC | 80,139 | $1,093 萬 | 0.06% | +5,148+6.9% | 加碼 |
| Burns J W & Co Inc | 80,017 | $1,091 萬 | 1.74% | −1,433−1.8% | 減碼 |
| General American Investors Co Inc | 80,000 | $1,091 萬 | 0.89% | 00.0% | 不變 |
| Courier Capital LLC | 79,972 | $1,090 萬 | 1.09% | −4,425−5.2% | 減碼 |
| Winslow Asset Management Inc | 79,943 | $1,090 萬 | 2.15% | −838−1.0% | 減碼 |
| Nomura Holdings Inc | 80,353 | $1,087 萬 | 0.08% | +13,254+19.8% | 加碼 |
| Intact Investment Management Inc. | 79,700 | $1,086 萬 | 0.28% | −2,100−2.6% | 減碼 |
| GAM Holding AG | 79,386 | $1,082 萬 | 0.54% | +12,339+18.4% | 加碼 |
| Ardent Capital Management, Inc. | 79,376 | $1,082 萬 | 7.21% | +2,267+2.9% | 加碼 |
| 1st Source Bank | 79,265 | $1,081 萬 | 0.66% | +841+1.1% | 加碼 |
| German American Bancorp, Inc. | 79,153 | $1,079 萬 | 1.58% | +165+0.2% | 加碼 |
| Hudson Valley Investment Advisors Inc | 79,027 | $1,077 萬 | 1.45% | −2,998−3.7% | 減碼 |
| Hennessy Advisors Inc | 78,500 | $1,070 萬 | 0.56% | +26,600+51.3% | 加碼 |
| Siemens Fonds Invest GmbH | 78,037 | $1,064 萬 | 0.86% | −588−0.7% | 減碼 |
| Thompson Investment Management, Inc. | 78,024 | $1,064 萬 | 1.56% | +47+0.1% | 加碼 |
| DuPont Capital Management Corp | 77,709 | $1,059 萬 | 0.43% | −38,039−32.9% | 減碼 |
| Moreno Evelyn V | 77,593 | $1,058 萬 | 2.14% | +2,530+3.4% | 加碼 |
| Punch & Associates Investment Management, Inc. | 77,515 | $1,057 萬 | 0.60% | +2,279+3.0% | 加碼 |
| Stamos Capital Partners, L.P. | 76,830 | $1,047 萬 | 3.50% | +26,230+51.8% | 加碼 |
| Simmons Bank | 76,600 | $1,044 萬 | 0.78% | −10,013−11.6% | 減碼 |
| Strategy Asset Managers LLC | 76,327 | $1,041 萬 | 2.25% | +5,162+7.3% | 加碼 |
| Compton Capital Management Inc | 76,170 | $1,038 萬 | 2.90% | −610−0.8% | 減碼 |
| Ycg, LLC | 76,169 | $1,038 萬 | 0.98% | +84+0.1% | 加碼 |
| Palisade Asset Management, LLC | 75,660 | $1,031 萬 | 1.18% | +3,753+5.2% | 加碼 |
| Wetherby Asset Management Inc | 75,399 | $1,028 萬 | 0.59% | +853+1.1% | 加碼 |
| Community Bank, N.A. | 75,377 | $1,028 萬 | 1.27% | +1,329+1.8% | 加碼 |
| King Wealth | 75,219 | $1,025 萬 | 2.01% | +1,406+1.9% | 加碼 |
| Wellington Shields Capital Management, LLC | 183,451 | $1,025 萬 | 1.12% | +112,002+156.8% | 加碼 |
| Security Asset Management | 75,151 | $1,025 萬 | 4.40% | +243+0.3% | 加碼 |
| Eagle Ridge Investment Management | 75,044 | $1,023 萬 | 1.09% | +1,533+2.1% | 加碼 |
| GHP Investment Advisors, Inc. | 74,898 | $1,021 萬 | 0.67% | +1,634+2.2% | 加碼 |
| Whitener Capital Management, Inc. | 74,700 | $1,018 萬 | 3.82% | +1,842+2.5% | 加碼 |
| Freemont Management S.A. | 74,400 | $1,014 萬 | 1.53% | −33,000−30.7% | 減碼 |
| Pettee Investors, Inc. | 73,990 | $1,009 萬 | 4.43% | 00.0% | 不變 |
| Kiwi Wealth Investments Limited Partnership | 73,918 | $1,008 萬 | 0.54% | −86,229−53.8% | 減碼 |
| Constitution Capital LLC | 73,783 | $1,006 萬 | 5.51% | +18,930+34.5% | 加碼 |