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 |
|---|---|---|---|---|---|
| Sunflower Bank, N.A. | 8,434 | $88.1 萬 | 0.20% | −1,735−17.1% | 減碼 |
| Journey Strategic Wealth LLC | 8,458 | $88.5 萬 | 0.12% | +2,270+36.7% | 加碼 |
| Select Asset Management & Trust | 8,484 | $88.7 萬 | 1.06% | −349−4.0% | 減碼 |
| Capital Management Associates | 8,502 | $88.8 萬 | 1.29% | +20.0% | 加碼 |
| First National Bank & Trust Co of Newtown | 8,510 | $88.9 萬 | 0.22% | 00.0% | 不變 |
| Johnson & White Wealth Management, LLC | 8,510 | $88.9 萬 | 1.00% | +8,510 | 新進 |
| Triad Financial Advisors, Inc. | 8,521 | $89.0 萬 | 0.48% | −154−1.8% | 減碼 |
| Cheviot Value Management, LLC | 8,516 | $89.0 萬 | 0.24% | −40−0.5% | 減碼 |
| San Luis Wealth Advisors LLC | 8,527 | $89.1 萬 | 0.93% | −487−5.4% | 減碼 |
| ASB Consultores, LLC | 8,535 | $89.2 萬 | 0.42% | +788+10.2% | 加碼 |
| Relyea Zuckerberg Hanson LLC | 8,552 | $89.4 萬 | 0.32% | −288−3.3% | 減碼 |
| F3Logic, LLC | 8,594 | $89.6 萬 | 0.19% | −325−3.6% | 減碼 |
| Rainsberger Wealth Advisors, Inc. | 8,579 | $89.6 萬 | 0.62% | +1,548+22.0% | 加碼 |
| Defined Wealth Management, LLC | 8,586 | $89.7 萬 | 0.98% | 00.0% | 不變 |
| CenterBook Partners LP | 8,580 | $89.7 萬 | 0.17% | +102+1.2% | 加碼 |
| HMS Capital Management, LLC | 8,604 | $89.9 萬 | 0.55% | −237−2.7% | 減碼 |
| Mason & Associates Inc | 8,616 | $90.0 萬 | 0.32% | +110+1.3% | 加碼 |
| Personal Cfo Solutions, LLC | 8,624 | $90.1 萬 | 0.23% | −693−7.4% | 減碼 |
| Well Done, LLC | 8,645 | $90.3 萬 | 0.22% | −217−2.4% | 減碼 |
| Salzhauer Michael | 8,660 | $90.5 萬 | 0.57% | 00.0% | 不變 |
| Stephenson National Bank & Trust | 8,678 | $90.7 萬 | 0.63% | +154+1.8% | 加碼 |
| CVA Family Office, LLC | 8,685 | $90.8 萬 | 0.25% | +2,112+32.1% | 加碼 |
| Financial Management Network Inc | 8,084 | $91.2 萬 | 0.45% | +645+8.7% | 加碼 |
| FSM Wealth Advisors, LLC | 8,738 | $91.3 萬 | 0.76% | +536+6.5% | 加碼 |
| Paulson Wealth Management Inc. | 8,735 | $91.3 萬 | 0.49% | +1,844+26.8% | 加碼 |
| Column Capital Advisors, LLC | 8,756 | $91.5 萬 | 0.19% | 00.0% | 不變 |
| Samalin Investment Counsel, LLC | 8,798 | $91.9 萬 | 0.67% | −124−1.4% | 減碼 |
| Central Bank & Trust Co | 8,792 | $91.9 萬 | 0.20% | −82−0.9% | 減碼 |
| Eagle Capital Management LLC | 8,808 | $92.0 萬 | 0.00% | 00.0% | 不變 |
| Navalign, LLC | 8,826 | $92.2 萬 | 0.42% | +354+4.2% | 加碼 |
| Colonial River Wealth Management, LLC | 8,854 | $92.5 萬 | 0.64% | +5+0.1% | 加碼 |
| Hexagon Capital Partners LLC | 8,856 | $92.5 萬 | 0.28% | +2,208+33.2% | 加碼 |
| Childress Capital Advisors, LLC | 8,629 | $92.6 萬 | 0.36% | −1,119−11.5% | 減碼 |
| Hendershot Investments Inc. | 8,873 | $92.7 萬 | 0.17% | 00.0% | 不變 |
| Carmichael Hill & Associates, Inc. | 8,900 | $93.0 萬 | 0.54% | +1,259+16.5% | 加碼 |
| TD Ameritrade Investment Management, LLC | 8,906 | $93.1 萬 | 0.01% | −1,913−17.7% | 減碼 |
| West Family Investments, Inc. | 8,931 | $93.3 萬 | 0.40% | −917−9.3% | 減碼 |
| Baystate Wealth Management LLC | 8,924 | $93.3 萬 | 0.10% | −369−4.0% | 減碼 |
| Round Rock Advisors, LLC | 8,936 | $93.4 萬 | 0.42% | +2,100+30.7% | 加碼 |
| Harvest Volatility Management LLC | 8,808 | $93.5 萬 | 0.16% | −495−5.3% | 減碼 |
| Ascension Asset Management LLC | 8,954 | $93.6 萬 | 0.73% | 00.0% | 不變 |
| 1620 Investment Advisors, Inc. | 8,980 | $93.8 萬 | 1.38% | +71+0.8% | 加碼 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 9,000 | $94.1 萬 | 0.73% | −9,000−50.0% | 減碼 |
| Fiera Capital Corp | 9,007 | $94.2 萬 | 0.00% | −391−4.2% | 減碼 |
| JFS Wealth Advisors, LLC | 9,039 | $94.5 萬 | 0.10% | −1,066−10.5% | 減碼 |
| WESPAC Advisors, LLC | 9,044 | $94.5 萬 | 1.27% | +9,044 | 新進 |
| Hardy Reed LLC | 9,068 | $94.8 萬 | 0.21% | 00.0% | 不變 |
| Addison Advisors LLC | 9,080 | $94.9 萬 | 0.59% | +264+3.0% | 加碼 |
| Alps Advisors Inc | 9,102 | $95.1 萬 | 0.01% | −11,011−54.7% | 減碼 |
| Perennial Investment Advisors, LLC | 9,101 | $95.1 萬 | 0.43% | −3,536−28.0% | 減碼 |
| Caz Investments LP | 9,100 | $95.1 萬 | 4.03% | 00.0% | 不變 |
| Redhawk Wealth Advisors, Inc. | 9,099 | $95.1 萬 | 0.40% | +9,099 | 新進 |
| Ausdal Financial Partners, Inc. | 9,126 | $95.4 萬 | 0.15% | −7,509−45.1% | 減碼 |
| Ignite Planners, LLC | 8,883 | $95.5 萬 | 0.76% | +982+12.4% | 加碼 |
| Waterfront Wealth Inc. | 7,596 | $95.5 萬 | 0.36% | +1,879+32.9% | 加碼 |
| KRS Capital Management, LLC | 9,167 | $95.7 萬 | 1.44% | +159+1.8% | 加碼 |
| Onyx Bridge Wealth Group LLC | 9,252 | $95.9 萬 | 0.44% | −303−3.2% | 減碼 |
| Citadel Investment Advisory, Inc. | 9,211 | $96.3 萬 | 0.73% | +125+1.4% | 加碼 |
| Jump Financial, LLC | 9,232 | $96.4 萬 | 0.04% | −43,793−82.6% | 減碼 |
| City State Bank | 9,227 | $96.4 萬 | 0.67% | +306+3.4% | 加碼 |
| Meridian Financial Partners LLC | 8,670 | $96.4 萬 | 1.37% | +368+4.4% | 加碼 |
| Bennett Selby Investments LP | 9,254 | $96.7 萬 | 0.77% | +204+2.3% | 加碼 |
| Surevest, LLC | 9,267 | $96.8 萬 | 0.26% | −1,884−16.9% | 減碼 |
| HM Capital Management, LLC | 9,276 | $96.9 萬 | 0.58% | +10.0% | 加碼 |
| Castle Wealth Management LLC | 9,303 | $97.2 萬 | 0.59% | +758+8.9% | 加碼 |
| Cambridge Advisors Inc. | 9,299 | $97.2 萬 | 0.28% | +2,489+36.5% | 加碼 |
| Westwood Wealth Management | 9,322 | $97.4 萬 | 1.21% | −90−1.0% | 減碼 |
| LVM Capital Management Ltd | 9,326 | $97.5 萬 | 0.15% | +139+1.5% | 加碼 |
| Mendel Capital Management LLC | 9,327 | $97.5 萬 | 1.14% | +323+3.6% | 加碼 |
| Accel Wealth Management | 8,647 | $97.5 萬 | 0.52% | +8+0.1% | 加碼 |
| Syntal Capital Partners, LLC | 9,358 | $97.7 萬 | 0.44% | +102+1.1% | 加碼 |
| Old Mission Investment Co LLC | 9,353 | $97.7 萬 | 0.46% | −1,712−15.5% | 減碼 |
| Financial Perspectives, Inc | 9,354 | $97.8 萬 | 0.55% | +3,965+73.6% | 加碼 |
| Keebeck Alpha, LP | 9,355 | $97.8 萬 | 0.53% | −529−5.4% | 減碼 |
| Icapital Wealth LLC | 9,381 | $98.0 萬 | 0.70% | −974−9.4% | 減碼 |
| Keystone Financial Services | 7,866 | $98.0 萬 | 0.57% | +802+11.4% | 加碼 |
| Sage Rhino Capital LLC | 9,400 | $98.2 萬 | 0.39% | −135−1.4% | 減碼 |
| Towercrest Capital Management | 9,421 | $98.4 萬 | 0.23% | −400−4.1% | 減碼 |
| Cozad Asset Management Inc | 9,417 | $98.4 萬 | 0.16% | −207−2.2% | 減碼 |
| CRA Financial Services, LLC | 9,424 | $98.5 萬 | 0.35% | +1,109+13.3% | 加碼 |
| Ridgecrest Wealth Partners, LLC | 9,444 | $98.7 萬 | 0.80% | +110+1.2% | 加碼 |
| First Bank & Trust | 9,474 | $99.0 萬 | 0.36% | +5,174+120.3% | 加碼 |
| Crescent Grove Advisors, LLC | 9,492 | $99.2 萬 | 0.11% | −250−2.6% | 減碼 |
| Bigelow Investment Advisors, LLC | 9,491 | $99.2 萬 | 0.59% | +1,286+15.7% | 加碼 |
| Hemenway Trust Co LLC | 9,516 | $99.4 萬 | 0.12% | +1,000+11.7% | 加碼 |
| Meadow Creek Wealth Advisors LLC | 9,527 | $99.6 萬 | 1.32% | +13+0.1% | 加碼 |
| Traverso Chambers Private Wealth Management, LLC | 9,529 | $99.6 萬 | 0.31% | +388+4.2% | 加碼 |
| One + One Wealth Management, LLC | 9,544 | $99.7 萬 | 0.81% | 00.0% | 不變 |
| Philo Smith Capital Corp | 9,550 | $99.8 萬 | 0.41% | 00.0% | 不變 |
| Berkeley Capital Partners, LLC | 9,553 | $99.8 萬 | 0.43% | +999+11.7% | 加碼 |
| Hollow Brook Wealth Management LLC | 9,576 | $100.1 萬 | 0.57% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 9,623 | $100.6 萬 | 0.15% | +1,203+14.3% | 加碼 |
| Inscription Capital, LLC | 9,634 | $100.7 萬 | 0.28% | −19,169−66.6% | 減碼 |
| Apexium Financial, LP | 9,637 | $100.7 萬 | 0.13% | +9,637 | 新進 |
| Connors Investor Services Inc | 9,660 | $100.9 萬 | 0.13% | 00.0% | 不變 |
| Wealthquest Corp | 9,693 | $101.2 萬 | 0.14% | +711+7.9% | 加碼 |
| Burke & Herbert Bank & Trust Co | 9,742 | $101.8 萬 | 0.84% | −625−6.0% | 減碼 |
| Bassett Hargrove Investment Counsel, LLC | 9,739 | $101.8 萬 | 2.06% | +9,739 | 新進 |
| Windsor Group LTD | 9,618 | $101.9 萬 | 0.25% | −367−3.7% | 減碼 |
| Morton Capital Management LLC | 9,769 | $102.1 萬 | 0.46% | −125−1.3% | 減碼 |