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 |
|---|---|---|---|---|---|
| MEMBERS Trust Co | 9,787 | $102.3 萬 | 0.03% | +1,609+19.7% | 加碼 |
| Eqis Capital Management, Inc. | 9,790 | $102.3 萬 | 0.12% | −737−7.0% | 減碼 |
| Garrett Investment Advisors LLC | 9,808 | $102.5 萬 | 0.26% | +2,978+43.6% | 加碼 |
| Hemington Wealth Management | 9,835 | $102.8 萬 | 0.45% | +14+0.1% | 加碼 |
| Alterity Financial Group, LLC | 9,841 | $102.8 萬 | 1.66% | +91+0.9% | 加碼 |
| Altus Wealth Group LLC | 6,281 | $102.8 萬 | 1.02% | 00.0% | 不變 |
| Front Row Advisors LLC | 9,860 | $103.0 萬 | 0.53% | −232−2.3% | 減碼 |
| South Street Advisors LLC | 9,871 | $103.2 萬 | 0.25% | −8−0.1% | 減碼 |
| Auxano Advisors, LLC | 9,895 | $103.4 萬 | 0.48% | +333+3.5% | 加碼 |
| Focused Wealth Management, Inc | 9,915 | $103.6 萬 | 0.22% | +48+0.5% | 加碼 |
| Financial Management Professionals, Inc. | 9,935 | $103.8 萬 | 0.24% | −1,075−9.8% | 減碼 |
| Dohj, LLC | 9,943 | $103.9 萬 | 0.70% | +675+7.3% | 加碼 |
| Allred Capital Management, LLC | 9,953 | $104.0 萬 | 0.65% | −336−3.3% | 減碼 |
| Stonehage Fleming Financial Services Holdings Ltd | 9,899 | $104.1 萬 | 0.08% | −8,939−47.5% | 減碼 |
| CKW Financial Group | 9,979 | $104.3 萬 | 0.19% | +10.0% | 加碼 |
| Ulysses Management LLC | 10,000 | $104.5 萬 | 0.28% | −14,000−58.3% | 減碼 |
| Carmignac Gestion | 10,000 | $104.5 萬 | 0.02% | +10,000 | 新進 |
| CM Management, LLC | 10,000 | $104.5 萬 | 1.17% | +10,000 | 新進 |
| Zenyatta Capital Management LP | 10,000 | $104.5 萬 | 0.61% | +10,000 | 新進 |
| Intrua Financial, LLC | 10,018 | $104.7 萬 | 0.28% | −3,966−28.4% | 減碼 |
| Prentice Wealth Management LLC | 10,017 | $104.7 萬 | 0.57% | +293+3.0% | 加碼 |
| Teamwork Financial Advisors, LLC | 10,027 | $104.8 萬 | 0.23% | +6,882+218.8% | 加碼 |
| Alera Investment Advisors, LLC | 10,036 | $105.0 萬 | 0.30% | −1,059−9.5% | 減碼 |
| Vantage Financial Partners Ltd., Inc. | 10,074 | $105.3 萬 | 0.68% | 00.0% | 不變 |
| Round Hill Asset Management | 10,077 | $105.3 萬 | 0.72% | +20+0.2% | 加碼 |
| LWM Advisory Services, LLC | 9,804 | $105.3 萬 | 1.19% | +675+7.4% | 加碼 |
| Financial Strategies Group, Inc. | 10,090 | $105.4 萬 | 0.48% | +2,318+29.8% | 加碼 |
| Richard P Slaughter Associates Inc | 10,121 | $105.7 萬 | 0.45% | +1,284+14.5% | 加碼 |
| Eudaimonia Advisors LLC | 10,130 | $105.9 萬 | 0.77% | −377−3.6% | 減碼 |
| Sage Mountain Advisors LLC | 10,137 | $105.9 萬 | 0.28% | +105+1.0% | 加碼 |
| Disciplined Investments, LLC | 10,158 | $106.2 萬 | 0.49% | +2,836+38.7% | 加碼 |
| Monte Financial Group, LLC | 10,168 | $106.3 萬 | 0.65% | +32+0.3% | 加碼 |
| Summit Financial Wealth Advisors, LLC | 8,540 | $106.4 萬 | 0.31% | +533+6.7% | 加碼 |
| Capital Advisors, Ltd. LLC | 10,190 | $106.5 萬 | 0.21% | −746−6.8% | 減碼 |
| Winthrop Advisory Group LLC | 10,213 | $106.7 萬 | 0.23% | −45−0.4% | 減碼 |
| Ramsay, Stattman, Vela & Price, Inc. | 10,216 | $106.8 萬 | 0.26% | 00.0% | 不變 |
| IronBridge Private Wealth, LLC | 10,244 | $107.0 萬 | 0.92% | +10,244 | 新進 |
| BigSur Wealth Management LLC | 10,271 | $107.3 萬 | 0.54% | −171−1.6% | 減碼 |
| Passive Capital Management, LLC. | 10,272 | $107.3 萬 | 0.57% | 00.0% | 不變 |
| Renasant Bank | 10,317 | $107.8 萬 | 0.95% | +2,321+29.0% | 加碼 |
| De Burlo Group Inc | 10,317 | $107.8 萬 | 0.26% | +10,317 | 新進 |
| New Century Advisors, LLC | 10,310 | $107.9 萬 | 1.31% | +2,000+24.1% | 加碼 |
| Orleans Capital Management Corp | 10,337 | $108.0 萬 | 0.90% | −396−3.7% | 減碼 |
| Wealth Management Partners, LLC | 10,000 | $108.0 萬 | 0.95% | +1,000+11.1% | 加碼 |
| Waddell & Associates, LLC | 10,348 | $108.1 萬 | 0.21% | +30.0% | 加碼 |
| ARGA Investment Management, LP | 10,349 | $108.1 萬 | 0.06% | +3,062+42.0% | 加碼 |
| Sterling Investment Counsel, LLC | 10,365 | $108.2 萬 | 0.79% | −42−0.4% | 減碼 |
| LifeSteps Financial, Inc. | 10,359 | $108.2 萬 | 1.22% | +2,306+28.6% | 加碼 |
| Westbourne Investment Advisors, Inc. | 10,360 | $108.3 萬 | 0.57% | −315−3.0% | 減碼 |
| Chiron Capital Management, LLC | 10,367 | $108.3 萬 | 0.73% | +3,917+60.7% | 加碼 |
| Princeton Capital Management LLC | 10,406 | $108.7 萬 | 0.48% | +51+0.5% | 加碼 |
| Ssi Investment Management LLC | 10,453 | $109.2 萬 | 0.07% | +12+0.1% | 加碼 |
| Foresight Wealth Management, LLC | 10,461 | $109.3 萬 | 0.47% | +1,188+12.8% | 加碼 |
| Commons Capital, LLC | 10,465 | $109.4 萬 | 1.73% | +82+0.8% | 加碼 |
| Morris Financial Concepts, Inc. | 10,468 | $109.4 萬 | 1.13% | +526+5.3% | 加碼 |
| Autumn Glory Partners, LLC | 10,481 | $109.5 萬 | 0.74% | −1,632−13.5% | 減碼 |
| Sonata Capital Group Inc | 10,534 | $110.1 萬 | 0.61% | −500−4.5% | 減碼 |
| Roman Butler Fullerton & Co | 10,799 | $110.1 萬 | 0.70% | +371+3.6% | 加碼 |
| Revolve Wealth Partners, LLC | 10,539 | $110.1 萬 | 0.37% | +1,769+20.2% | 加碼 |
| Sky Investment Group LLC | 10,549 | $110.2 萬 | 0.29% | +1,362+14.8% | 加碼 |
| Okabena Investment Services Inc | 10,546 | $110.2 萬 | 0.53% | +3,725+54.6% | 加碼 |
| Terril Brothers, Inc. | 10,573 | $110.5 萬 | 0.60% | 00.0% | 不變 |
| AXS Investments LLC | 10,585 | $110.6 萬 | 0.43% | −1,883−15.1% | 減碼 |
| Cape Ann Savings Bank | 10,598 | $110.7 萬 | 0.89% | −170−1.6% | 減碼 |
| Truepoint, Inc. | 10,627 | $111.1 萬 | 0.06% | +71+0.7% | 加碼 |
| JSF Financial, LLC | 10,638 | $111.2 萬 | 0.42% | +11+0.1% | 加碼 |
| Strategic Investment Advisors | 10,661 | $111.4 萬 | 0.25% | −5,307−33.2% | 減碼 |
| Trust Investment Advisors | 10,695 | $111.8 萬 | 1.17% | +373+3.6% | 加碼 |
| Proficio Capital Partners LLC | 10,600 | $112.2 萬 | 0.21% | −2,788−20.8% | 減碼 |
| Galibier Capital Management Ltd. | 10,735 | $112.2 萬 | 0.23% | 00.0% | 不變 |
| Carson Advisory Inc. | 10,744 | $112.3 萬 | 1.24% | +1,733+19.2% | 加碼 |
| First Farmers & Merchants Bank / Trust | 10,759 | $112.4 萬 | 1.49% | −25−0.2% | 減碼 |
| Norris Perne & French LLP | 10,752 | $112.4 萬 | 0.12% | +142+1.3% | 加碼 |
| MBL Wealth, LLC | 10,761 | $112.4 萬 | 0.24% | +688+6.8% | 加碼 |
| My Legacy Advisors, LLC | 10,131 | $112.6 萬 | 0.57% | +733+7.8% | 加碼 |
| Cornerstone National Bank & Trust Co | 10,789 | $112.7 萬 | 0.62% | −70−0.6% | 減碼 |
| Marble Harbor Investment Counsel, LLC | 10,799 | $112.9 萬 | 0.17% | 00.0% | 不變 |
| Highland Private Wealth Management | 10,819 | $113.0 萬 | 0.18% | −1,908−15.0% | 減碼 |
| Lincluden Management Ltd | 10,815 | $113.0 萬 | 0.14% | +35+0.3% | 加碼 |
| MONECO Advisors, LLC | 10,815 | $113.0 萬 | 0.45% | +506+4.9% | 加碼 |
| JNBA Financial Advisors | 10,852 | $113.4 萬 | 0.17% | −42−0.4% | 減碼 |
| IMS Capital Management | 10,856 | $113.4 萬 | 0.78% | +579+5.6% | 加碼 |
| Gerber Kawasaki Wealth & Investment Management | 10,894 | $113.8 萬 | 0.11% | +242+2.3% | 加碼 |
| Brooktree Capital Management | 10,898 | $113.9 萬 | 0.94% | −459−4.0% | 減碼 |
| West Paces Advisors Inc. | 10,939 | $114.3 萬 | 0.41% | −4,045−27.0% | 減碼 |
| Hazlett, Burt & Watson, Inc. | 10,955 | $114.4 萬 | 1.11% | +158+1.5% | 加碼 |
| Cerro Pacific Wealth Advisors LLC | 11,047 | $115.4 萬 | 0.70% | +2,437+28.3% | 加碼 |
| Patriot Investment Management Inc. | 11,053 | $115.5 萬 | 0.12% | +48+0.4% | 加碼 |
| Drive Wealth Management, LLC | 11,066 | $115.6 萬 | 1.10% | +1,621+17.2% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 11,086 | $115.8 萬 | 0.00% | −21−0.2% | 減碼 |
| Signet Financial Management, LLC | 11,084 | $115.8 萬 | 0.23% | +162+1.5% | 加碼 |
| Castle Rock Wealth Management, LLC | 11,368 | $115.9 萬 | 0.58% | +94+0.8% | 加碼 |
| Fourthstone LLC | 11,100 | $116.0 萬 | 0.37% | +5,800+109.4% | 加碼 |
| Cacti Asset Management LLC | 11,110 | $116.1 萬 | 0.12% | 00.0% | 不變 |
| First Financial Corp | 11,115 | $116.1 萬 | 0.78% | +610+5.8% | 加碼 |
| Accuvest Global Advisors | 11,112 | $116.1 萬 | 0.79% | +1,109+11.1% | 加碼 |
| Jackson Hole Capital Partners, LLC | 11,153 | $116.5 萬 | 0.36% | +975+9.6% | 加碼 |
| Rosenbaum Jay D. | 11,181 | $116.8 萬 | 2.69% | −1,900−14.5% | 減碼 |
| Plante Moran Financial Advisors, LLC | 11,172 | $116.8 萬 | 0.20% | −590−5.0% | 減碼 |
| Wealth Architects, LLC | 11,184 | $116.9 萬 | 0.24% | +107+1.0% | 加碼 |