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 |
|---|---|---|---|---|---|
| Newbridge Financial Services Group, Inc. | 11,213 | $117.2 萬 | 0.69% | +499+4.7% | 加碼 |
| Vista Investment Management | 11,219 | $117.2 萬 | 0.72% | +793+7.6% | 加碼 |
| One Charles Private Wealth Services, LLC | 11,232 | $117.4 萬 | 0.78% | +196+1.8% | 加碼 |
| Optas, LLC | 11,282 | $118.1 萬 | 0.52% | −3,497−23.7% | 減碼 |
| L.M. Kohn & Company | 11,351 | $118.7 萬 | 0.58% | −95−0.8% | 減碼 |
| Fort Point Capital Partners LLC | 11,358 | $118.7 萬 | 0.22% | −29−0.3% | 減碼 |
| Simon Quick Advisors, LLC | 11,360 | $118.7 萬 | 0.17% | +3,431+43.3% | 加碼 |
| Gilbert & Cook, Inc. | 9,356 | $118.8 萬 | 0.26% | +97+1.0% | 加碼 |
| Private Portfolio Partners LLC | 11,397 | $119.1 萬 | 0.34% | −2,272−16.6% | 減碼 |
| Fullerton Fund Management Co Ltd. | 11,409 | $119.2 萬 | 0.09% | −91,280−88.9% | 減碼 |
| CX Institutional | 11,439 | $119.5 萬 | 0.08% | −21−0.2% | 減碼 |
| First National Bank of South Miami | 11,458 | $119.7 萬 | 0.93% | −533−4.4% | 減碼 |
| Aft, Forsyth & Company, Inc. | 11,463 | $119.8 萬 | 1.07% | −239−2.0% | 減碼 |
| MJP Associates Inc | 11,463 | $119.8 萬 | 0.36% | +350+3.1% | 加碼 |
| First National Advisers, LLC | 11,467 | $119.8 萬 | 1.78% | +2,955+34.7% | 加碼 |
| Texas Capital Bancshares Inc | 11,481 | $120.0 萬 | 0.97% | −7−0.1% | 減碼 |
| Paces Ferry Wealth Advisors, LLC | 11,494 | $120.1 萬 | 1.31% | +30+0.3% | 加碼 |
| Hunter Associates Investment Management LLC | 11,527 | $120.4 萬 | 0.31% | −799−6.5% | 減碼 |
| Donald L. Hagan, LLC | 11,519 | $120.4 萬 | 0.85% | +4,364+61.0% | 加碼 |
| Heron Financial Group, LLC | 11,537 | $120.6 萬 | 0.75% | +35+0.3% | 加碼 |
| Orion Capital Management LLC | 11,547 | $120.7 萬 | 0.97% | +447+4.0% | 加碼 |
| Lion Street Advisors, LLC | 11,574 | $120.8 萬 | 0.60% | +1,993+20.8% | 加碼 |
| Finer Wealth Management, Inc. | 11,562 | $120.8 萬 | 1.19% | +571+5.2% | 加碼 |
| Holistic Financial Partners | 11,593 | $121.1 萬 | 1.20% | +124+1.1% | 加碼 |
| Boston Common Asset Management, LLC | 11,614 | $121.4 萬 | 0.06% | +50+0.4% | 加碼 |
| Mainstay Capital Management LLC | 11,644 | $121.7 萬 | 0.30% | 00.0% | 不變 |
| 44 Wealth Management LLC | 11,659 | $121.8 萬 | 0.50% | −40.0% | 減碼 |
| Caldwell Investment Management Ltd. | 11,460 | $121.8 萬 | 1.48% | 00.0% | 不變 |
| Aire Advisors, LLC | 11,680 | $122.1 萬 | 0.42% | −505−4.1% | 減碼 |
| AlphaCore Capital LLC | 11,770 | $123.0 萬 | 0.56% | +1,711+17.0% | 加碼 |
| Costello Asset Management, INC | 11,782 | $123.1 萬 | 1.16% | −663−5.3% | 減碼 |
| CoreFirst Bank & Trust | 11,815 | $123.5 萬 | 1.07% | −255−2.1% | 減碼 |
| St. Johns Investment Management Company, LLC | 11,818 | $123.5 萬 | 0.81% | +229+2.0% | 加碼 |
| Godshalk Welsh Capital Management, Inc. | 11,834 | $123.7 萬 | 0.91% | +293+2.5% | 加碼 |
| Sabadell Asset Management, S.A S.G.I.I.C | 11,214 | $123.8 萬 | 0.27% | −8,123−42.0% | 減碼 |
| Gilman Hill Asset Management, LLC | 11,843 | $123.8 萬 | 0.29% | −2,080−14.9% | 減碼 |
| First Dallas Securities Inc. | 11,862 | $124.0 萬 | 0.85% | +226+1.9% | 加碼 |
| Members Capital Advisors Inc | 11,881 | $124.2 萬 | 0.98% | 00.0% | 不變 |
| Woodward Diversified Capital, LLC | 11,905 | $124.4 萬 | 1.03% | −360−2.9% | 減碼 |
| Harel Insurance Investments & Financial Services Ltd. | 11,873 | $124.7 萬 | 0.03% | +3,923+49.3% | 加碼 |
| Schrum Private Wealth Management LLC | 11,960 | $125.0 萬 | 1.58% | −470−3.8% | 減碼 |
| Weaver C. Barksdale & Associates, Inc. | 11,984 | $125.2 萬 | 1.26% | −435−3.5% | 減碼 |
| MBA Advisors LLC | 11,998 | $125.4 萬 | 0.91% | +722+6.4% | 加碼 |
| Avestar Capital, LLC | 12,002 | $125.4 萬 | 0.35% | +1,204+11.2% | 加碼 |
| Prudent Man Advisors, LLC | 12,009 | $125.5 萬 | 0.59% | +241+2.0% | 加碼 |
| Acorn Wealth Advisors, LLC | 12,011 | $125.5 萬 | 1.03% | +339+2.9% | 加碼 |
| BHK Investment Advisors, LLC | 12,024 | $125.6 萬 | 0.63% | +476+4.1% | 加碼 |
| AlphaCrest Capital Management LLC | 12,046 | $125.9 萬 | 0.08% | −94,772−88.7% | 減碼 |
| Greenwich Wealth Management LLC | 12,066 | $126.1 萬 | 0.13% | +10+0.1% | 加碼 |
| Total Clarity Wealth Management, Inc. | 12,084 | $126.3 萬 | 0.79% | +654+5.7% | 加碼 |
| SlateStone Wealth, LLC | 12,097 | $126.4 萬 | 0.34% | −5,597−31.6% | 減碼 |
| Credential Qtrade Securities Inc. | 12,127 | $126.7 萬 | 0.10% | +612+5.3% | 加碼 |
| BlackDiamond Wealth Management Inc. | 10,345 | $126.9 萬 | 1.53% | −381−3.6% | 減碼 |
| Falcon Wealth Planning | 12,177 | $127.2 萬 | 0.42% | −347−2.8% | 減碼 |
| West Michigan Advisors, LLC | 12,193 | $127.5 萬 | 1.11% | +263+2.2% | 加碼 |
| Windsor Capital Management, LLC | 12,256 | $128.0 萬 | 0.48% | −52−0.4% | 減碼 |
| Ballast, Inc. | 12,268 | $128.2 萬 | 0.63% | +54+0.4% | 加碼 |
| Evergreen Wealth Solutions, LLC | 12,282 | $128.4 萬 | 1.82% | +472+4.0% | 加碼 |
| AllGen Financial Advisors, Inc. | 12,309 | $128.6 萬 | 1.00% | −13,950−53.1% | 減碼 |
| Masso Torrence Wealth Management Inc. | 12,325 | $128.8 萬 | 1.14% | +2,561+26.2% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 12,331 | $128.9 萬 | 0.06% | −277−2.2% | 減碼 |
| Corvex Management LP | 12,407 | $129.7 萬 | 0.08% | +1,500+13.8% | 加碼 |
| Fiduciary Planning LLC | 12,419 | $129.8 萬 | 0.67% | +144+1.2% | 加碼 |
| Highview Capital Management LLC | 12,454 | $130.1 萬 | 0.97% | −560−4.3% | 減碼 |
| Palumbo Wealth Management LLC | 12,451 | $130.1 萬 | 1.10% | +240+2.0% | 加碼 |
| Pacitti Group Inc. | 12,471 | $130.3 萬 | 1.07% | +82+0.7% | 加碼 |
| Kelly Lawrence W & Associates Inc | 12,500 | $130.6 萬 | 0.36% | −112−0.9% | 減碼 |
| Bath Savings Trust Co | 12,498 | $130.6 萬 | 0.18% | +399+3.3% | 加碼 |
| SeaTown Holdings Pte. Ltd. | 12,500 | $130.6 萬 | 0.20% | +12,500 | 新進 |
| Heartland Bank & Trust Co | 12,522 | $130.8 萬 | 1.25% | −264−2.1% | 減碼 |
| Amica Retiree Medical Trust | 12,563 | $131.3 萬 | 1.64% | −1,942−13.4% | 減碼 |
| BSW Wealth Partners | 12,578 | $131.4 萬 | 0.32% | +137+1.1% | 加碼 |
| Corundum Group, Inc. | 12,625 | $131.9 萬 | 0.83% | +3,051+31.9% | 加碼 |
| Mastrapasqua Asset Management Inc | 12,630 | $132.0 萬 | 0.19% | −590−4.5% | 減碼 |
| Invst, LLC | 12,576 | $132.0 萬 | 0.23% | +484+4.0% | 加碼 |
| Carl P. Sherr & Co., LLC | 12,628 | $132.0 萬 | 1.05% | +1,393+12.4% | 加碼 |
| Transatlantique Private Wealth LLC | 12,632 | $132.0 萬 | 0.88% | +2,212+21.2% | 加碼 |
| Summit Wealth & Retirement Planning, Inc. | 12,691 | $132.6 萬 | 0.53% | 00.0% | 不變 |
| Elmwood Wealth Management, Inc. | 12,685 | $132.6 萬 | 0.66% | +265+2.1% | 加碼 |
| Israel Discount Bank of New York | 12,735 | $133.1 萬 | 1.10% | +66+0.5% | 加碼 |
| Trillium Asset Management, LLC | 12,801 | $133.8 萬 | 0.04% | +668+5.5% | 加碼 |
| Tilia Fiduciary Partners, Inc. | 13,183 | $134.4 萬 | 1.36% | −158−1.2% | 減碼 |
| Bell Bank | 12,884 | $134.7 萬 | 0.17% | +1,155+9.8% | 加碼 |
| Naviter Wealth, LLC | 12,900 | $134.8 萬 | 0.55% | +1,834+16.6% | 加碼 |
| UBP Investment Advisors SA | 12,959 | $135.0 萬 | 0.70% | −8,713−40.2% | 減碼 |
| Formidable Asset Management, LLC | 10,966 | $135.0 萬 | 0.31% | −766−6.5% | 減碼 |
| Evanson Asset Management, LLC | 12,930 | $135.1 萬 | 0.16% | +5,002+63.1% | 加碼 |
| Wealth Alliance Advisory Group, LLC | 12,938 | $135.2 萬 | 0.60% | +2,228+20.8% | 加碼 |
| Aristotle Capital Management, LLC | 12,949 | $135.3 萬 | 0.00% | −4,412−25.4% | 減碼 |
| Kensington Investment Counsel, LLC | 12,966 | $135.5 萬 | 1.14% | +659+5.4% | 加碼 |
| Verus Capital Partners, LLC | 12,982 | $135.7 萬 | 0.26% | −2,576−16.6% | 減碼 |
| Nvest Financial, LLC | 13,015 | $136.0 萬 | 1.92% | +216+1.7% | 加碼 |
| Peoples Bank | 13,073 | $136.6 萬 | 0.92% | −1,051−7.4% | 減碼 |
| Waratah Capital Advisors Ltd. | 13,089 | $136.8 萬 | 0.09% | +8,554+188.6% | 加碼 |
| Soros Fund Management LLC大師索羅斯基金管理 | 13,099 | $136.9 萬 | 0.03% | 00.0% | 不變 |
| Capital Square, LLC | 13,101 | $136.9 萬 | 1.24% | +2,492+23.5% | 加碼 |
| Legacy Wealth Management, LLC | 13,120 | $137.1 萬 | 0.93% | +200+1.5% | 加碼 |
| Joseph Group Capital Management | 13,161 | $137.5 萬 | 1.50% | +3,333+33.9% | 加碼 |
| Delta Financial Advisors LLC | 13,165 | $137.6 萬 | 0.73% | +558+4.4% | 加碼 |
| Pointe Capital Management LLC | 13,175 | $137.7 萬 | 1.10% | 00.0% | 不變 |