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 5,158 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 3 季 13F 持有人
JPMorgan Chase & Co 在 2022/9/30 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
- 3,395
- 較 2022 年第 2 季 +13 家
- 持有股數
- 20.3 億
- 較 2022 年第 2 季 +169.8 萬 (+0.1%)
- 總市值
- $2,129 億
- 較 2022 年第 2 季 −$161.3 億 (−7.0%)
- 新進機構
- 136
- 另有 1,678 家加碼
- 清倉機構
- 123
- 另有 1,236 家減碼
另有 45 家機構在 2022 年第 2 季持有、還沒有申報 2022 年第 3 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 | 5,158 | $6,437 億 |
| 2026 年第 1 季 | 5,103 | $5,720 億 |
| 2025 年第 4 季 | 5,154 | $6,395 億 |
| 2025 年第 3 季 | 4,765 | $6,180 億 |
| 2025 年第 2 季 | 4,752 | $5,824 億 |
| 2025 年第 1 季 | 4,679 | $4,946 億 |
| 2024 年第 4 季 | 4,680 | $4,900 億 |
| 2024 年第 3 季 | 4,215 | $4,294 億 |
| 2024 年第 2 季 | 4,181 | $4,162 億 |
| 2024 年第 1 季 | 4,120 | $4,145 億 |
| 2023 年第 4 季 | 4,001 | $3,518 億 |
| 2023 年第 3 季 | 3,710 | $2,970 億 |
| 2023 年第 2 季 | 3,672 | $2,976 億 |
| 2023 年第 1 季 | 3,612 | $2,663 億 |
| 2022 年第 4 季 | 3,628 | $2,783 億 |
| 2022 年第 3 季 | 3,395 | $2,129 億 |
| 2022 年第 2 季 | 3,427 | $2,293 億 |
| 2022 年第 1 季 | 3,519 | $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 3 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 2022 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| First National Bank Sioux Falls | 7,282 | $76.1 萬 | 0.80% | +400+5.8% | 加碼 |
| High Falls Advisors, Inc | 7,332 | $76.6 萬 | 0.25% | −180−2.4% | 減碼 |
| Gateway Advisory, LLC | 7,328 | $76.6 萬 | 0.19% | +6+0.1% | 加碼 |
| Diversified, LLC | 7,344 | $76.7 萬 | 0.39% | +1,912+35.2% | 加碼 |
| Montz Harcus Wealth Management LLC | 7,356 | $76.9 萬 | 0.85% | +352+5.0% | 加碼 |
| Kowal Investment Group, LLC | 7,372 | $77.0 萬 | 0.26% | +509+7.4% | 加碼 |
| Quent Capital, LLC | 7,363 | $77.0 萬 | 0.16% | +1,079+17.2% | 加碼 |
| Hotaling Investment Management, LLC | 7,424 | $77.6 萬 | 0.37% | −488−6.2% | 減碼 |
| Apella Capital, LLC | 7,442 | $77.8 萬 | 0.09% | +110+1.5% | 加碼 |
| Five Oceans Advisors | 7,449 | $77.8 萬 | 0.61% | +1,776+31.3% | 加碼 |
| LBMC Investment Advisors, LLC | 7,490 | $78.3 萬 | 0.09% | −200−2.6% | 減碼 |
| Atwood & Palmer Inc | 7,494 | $78.3 萬 | 0.08% | −89−1.2% | 減碼 |
| Balboa Wealth Partners | 7,497 | $78.3 萬 | 0.34% | +7,497 | 新進 |
| P.A.W. Capital Corp | 7,500 | $78.4 萬 | 1.17% | 00.0% | 不變 |
| Lumina Fund Management LLC | 7,500 | $78.4 萬 | 0.41% | 00.0% | 不變 |
| Alta Advisers Ltd | 7,500 | $78.4 萬 | 0.49% | +7,500 | 新進 |
| M. Kraus & Co | 7,526 | $78.6 萬 | 0.33% | +88+1.2% | 加碼 |
| Successful Portfolios LLC | 7,533 | $78.7 萬 | 0.57% | +815+12.1% | 加碼 |
| Aspireon Wealth Advisors | 7,576 | $79.2 萬 | 0.38% | −406−5.1% | 減碼 |
| Physicians Financial Services, Inc. | 7,577 | $79.2 萬 | 0.38% | −250−3.2% | 減碼 |
| DMG Group, LLC | 7,348 | $79.2 萬 | 0.96% | −72−1.0% | 減碼 |
| Spinnaker Investment Group, LLC | 7,603 | $79.4 萬 | 0.31% | −73−1.0% | 減碼 |
| Crewe Advisors LLC | 7,598 | $79.4 萬 | 0.14% | +1,903+33.4% | 加碼 |
| One Wealth Advisors, LLC | 7,606 | $79.5 萬 | 0.26% | +5,214+218.0% | 加碼 |
| Quattro Financial Advisors LLC | 7,607 | $79.5 萬 | 0.32% | +7,607 | 新進 |
| IFG Advisors, LLC | 7,640 | $79.8 萬 | 0.40% | +128+1.7% | 加碼 |
| Corsicana & Co. | 7,635 | $79.8 萬 | 0.67% | +370+5.1% | 加碼 |
| American State Bank (Iowa) | 7,675 | $80.2 萬 | 0.70% | +177+2.4% | 加碼 |
| Dixon Fnancial Services, Inc. | 7,690 | $80.4 萬 | 0.63% | −30.0% | 減碼 |
| Shakespeare Wealth Management, Inc. | 7,696 | $80.4 萬 | 0.34% | +7,696 | 新進 |
| Fortitude Advisory Group L.L.C. | 7,720 | $80.7 萬 | 0.78% | +93+1.2% | 加碼 |
| Renaissance Group LLC | 7,746 | $80.9 萬 | 0.04% | −197−2.5% | 減碼 |
| Alta Wealth Advisors LLC | 7,745 | $80.9 萬 | 0.58% | +551+7.7% | 加碼 |
| Round Table Services, LLC | 7,749 | $81.0 萬 | 0.16% | +26+0.3% | 加碼 |
| Allegheny Financial Group LTD | 7,788 | $81.3 萬 | 0.38% | +597+8.3% | 加碼 |
| Alhambra Investment Partners LLC | 7,802 | $81.5 萬 | 0.62% | +93+1.2% | 加碼 |
| Burgundy Asset Management Ltd. | 7,809 | $81.6 萬 | 0.01% | −1,952−20.0% | 減碼 |
| Davidson Investment Advisors | 7,806 | $81.6 萬 | 0.07% | −1,475−15.9% | 減碼 |
| Quantum Private Wealth, LLC | 7,825 | $81.7 萬 | 0.51% | +4,019+105.6% | 加碼 |
| New England Research & Management, Inc. | 7,835 | $81.9 萬 | 0.52% | −225−2.8% | 減碼 |
| Ironwood Investment Management LLC | 7,848 | $82.0 萬 | 0.57% | 00.0% | 不變 |
| KC Investment Advisors, LLC | 7,862 | $82.2 萬 | 0.72% | −1,650−17.3% | 減碼 |
| Twin Focus Capital Partners, LLC | 7,864 | $82.2 萬 | 0.20% | −684−8.0% | 減碼 |
| Barrett & Company, Inc. | 6,131 | $82.2 萬 | 0.55% | +6,131 | 新進 |
| SignalPoint Asset Management, LLC | 7,892 | $82.4 萬 | 0.31% | −371−4.5% | 減碼 |
| Garrison Point Advisors, LLC | 7,902 | $82.6 萬 | 0.74% | 00.0% | 不變 |
| Plancorp, LLC | 7,918 | $82.7 萬 | 0.06% | +319+4.2% | 加碼 |
| Rock Creek Group, LP | 7,914 | $82.7 萬 | 0.11% | +749+10.5% | 加碼 |
| Pflug Koory, LLC | 7,937 | $82.9 萬 | 0.50% | +107+1.4% | 加碼 |
| Proffitt & Goodson Inc | 7,954 | $83.1 萬 | 0.18% | −69−0.9% | 減碼 |
| Creative Financial Designs Inc | 7,962 | $83.2 萬 | 0.14% | +2,098+35.8% | 加碼 |
| Keel Point, LLC | 7,994 | $83.5 萬 | 0.14% | −277−3.3% | 減碼 |
| CFS Investment Advisory Services, LLC | 835,033 | $83.5 萬 | 0.19% | +833,070+42,438.6% | 加碼 |
| Keeley-Teton Advisors, LLC | 7,997 | $83.6 萬 | 0.11% | −197−2.4% | 減碼 |
| GoodHaven Capital Management, LLC | 8,000 | $83.6 萬 | 0.60% | 00.0% | 不變 |
| Halbert Hargrove Global Advisors, LLC | 8,021 | $83.8 萬 | 0.07% | +853+11.9% | 加碼 |
| Wealth Management Associates, Inc. | 8,022 | $83.8 萬 | 0.59% | −68−0.8% | 減碼 |
| Advisor OS, LLC | 8,051 | $84.2 萬 | 0.25% | −2,183−21.3% | 減碼 |
| Investors Research Corp | 8,059 | $84.2 萬 | 0.26% | +822+11.4% | 加碼 |
| Beacon Financial Advisory LLC | 8,088 | $84.5 萬 | 0.60% | −400−4.7% | 減碼 |
| Cardiff Park Advisors, LLC | 8,088 | $84.5 萬 | 0.13% | −103−1.3% | 減碼 |
| Oxler Private Wealth LLC | 8,087 | $84.6 萬 | 0.48% | −1,920−19.2% | 減碼 |
| Kozak & Associates, Inc. | 8,296 | $84.6 萬 | 0.53% | −389−4.5% | 減碼 |
| Stephens Consulting, LLC | 8,098 | $84.6 萬 | 0.76% | +1,846+29.5% | 加碼 |
| Greenup Street Wealth Management LLC | 8,103 | $84.7 萬 | 0.39% | −1,202−12.9% | 減碼 |
| Carolinas Wealth Consulting LLC | 8,106 | $84.7 萬 | 0.21% | −210−2.5% | 減碼 |
| Benchmark Investment Advisors LLC | 8,112 | $84.8 萬 | 0.91% | −358−4.2% | 減碼 |
| Alesco Advisors LLC | 8,118 | $84.8 萬 | 0.04% | 00.0% | 不變 |
| Bouchey Financial Group Ltd | 8,137 | $85.0 萬 | 0.12% | +20.0% | 加碼 |
| Clearview Wealth Advisors LLC | 8,135 | $85.0 萬 | 0.67% | +115+1.4% | 加碼 |
| Asset Management Corp | 8,132 | $85.0 萬 | 0.68% | +281+3.6% | 加碼 |
| Baron Silver Stevens Financial Advisors, LLC | 3,187 | $85.0 萬 | 0.50% | −1,078−25.3% | 減碼 |
| Fortress Wealth Group, LLC | 8,168 | $85.4 萬 | 0.64% | +218+2.7% | 加碼 |
| Hummer Financial Advisory Services Inc | 8,193 | $85.6 萬 | 1.01% | −264−3.1% | 減碼 |
| Orca Investment Management, LLC | 8,192 | $85.6 萬 | 1.12% | −226−2.7% | 減碼 |
| ELCO Management Co., LLC | 8,193 | $85.6 萬 | 0.68% | −14−0.2% | 減碼 |
| McDaniel Terry & Co | 8,188 | $85.6 萬 | 0.11% | +824+11.2% | 加碼 |
| Legacy Bridge, LLC | 8,198 | $85.7 萬 | 0.68% | 00.0% | 不變 |
| Lionsbridge Wealth Management LLC | 8,215 | $85.8 萬 | 1.23% | +26+0.3% | 加碼 |
| Founders Financial Securities LLC | 8,219 | $85.9 萬 | 0.15% | +139+1.7% | 加碼 |
| Northwest Wealth Management, LLC | 8,233 | $86.0 萬 | 0.38% | +640+8.4% | 加碼 |
| QP Wealth Management, LLC | 8,106 | $86.1 萬 | 1.24% | +1,819+28.9% | 加碼 |
| Taylor Hoffman Wealth Management | 8,256 | $86.3 萬 | 0.45% | −98−1.2% | 減碼 |
| McElhenny Sheffield Capital Management, LLC | 8,270 | $86.4 萬 | 0.66% | 00.0% | 不變 |
| Denali Advisors LLC | 8,300 | $86.7 萬 | 0.41% | +400+5.1% | 加碼 |
| W Advisors, LLC | 8,315 | $86.8 萬 | 0.81% | +8+0.1% | 加碼 |
| Ti-Trust, Inc | 8,315 | $86.9 萬 | 0.94% | +198+2.4% | 加碼 |
| Phocas Financial Corp. | 8,326 | $87.0 萬 | 0.13% | +130+1.6% | 加碼 |
| Clarus Group, Inc. | 8,335 | $87.1 萬 | 0.79% | −174−2.0% | 減碼 |
| Single Point Partners, LLC | 8,348 | $87.2 萬 | 0.24% | +2,263+37.2% | 加碼 |
| Ayrshire Capital Management LLC | 8,372 | $87.5 萬 | 0.65% | +125+1.5% | 加碼 |
| Executive Wealth Management, LLC | 876 | $87.6 萬 | 0.13% | −8,907−91.0% | 減碼 |
| Global Trust Asset Management, LLC | 8,382 | $87.6 萬 | 0.46% | −25−0.3% | 減碼 |
| TBH Global Asset Management, LLC | 8,382 | $87.6 萬 | 0.22% | +5+0.1% | 加碼 |
| Spearhead Capital Advisors, LLC | 8,394 | $87.7 萬 | 0.95% | −58,160−87.4% | 減碼 |
| PSI Advisors, LLC | 8,396 | $87.7 萬 | 0.46% | −388−4.4% | 減碼 |
| Fullen Financial Group | 6,965 | $87.7 萬 | 0.56% | +110+1.6% | 加碼 |
| Asio Capital, LLC | 8,411 | $87.9 萬 | 0.28% | −9,418−52.8% | 減碼 |
| Cypress Wealth Services, LLC | 8,306 | $88.0 萬 | 0.30% | −895−9.7% | 減碼 |
| Silicon Hills Wealth Management, LLC | 8,425 | $88.0 萬 | 0.70% | 00.0% | 不變 |