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 |
|---|---|---|---|---|---|
| Birinyi Associates Inc | 13,200 | $137.9 萬 | 0.64% | −500−3.6% | 減碼 |
| Ergoteles LLC | 13,208 | $138.0 萬 | 0.05% | +13,208 | 新進 |
| Access Financial Services, Inc. | 13,224 | $138.2 萬 | 0.89% | +597+4.7% | 加碼 |
| Kiley Juergens Wealth Management, LLC | 13,231 | $138.2 萬 | 0.65% | +1,012+8.3% | 加碼 |
| Matrix Private Capital Group LLC | 13,244 | $138.4 萬 | 0.94% | −2,403−15.4% | 減碼 |
| Guardian Capital LP | 13,255 | $138.5 萬 | 0.05% | −1,550−10.5% | 減碼 |
| Todd Asset Management LLC | 13,271 | $138.7 萬 | 0.04% | 00.0% | 不變 |
| Weatherly Asset Management L. P. | 13,283 | $138.8 萬 | 0.20% | −50−0.4% | 減碼 |
| Highlander Capital Management, LLC | 13,280 | $138.8 萬 | 0.80% | 00.0% | 不變 |
| Prestige Wealth Management Group LLC | 13,299 | $139.0 萬 | 0.39% | +921+7.4% | 加碼 |
| Main Street Financial Solutions, LLC | 13,320 | $139.2 萬 | 0.23% | +588+4.6% | 加碼 |
| Oak Family Advisors, LLC | 13,333 | $139.3 萬 | 0.90% | +8,114+155.5% | 加碼 |
| Insight Wealth Strategies, LLC | 12,380 | $139.4 萬 | 0.26% | 00.0% | 不變 |
| Insight Inv LLC | 13,345 | $139.5 萬 | 1.55% | 00.0% | 不變 |
| Steward Financial Group LLC | 13,434 | $140.3 萬 | 1.04% | +26+0.2% | 加碼 |
| Keudell/Morrison Wealth Management | 13,433 | $140.4 萬 | 0.53% | +941+7.5% | 加碼 |
| Venturi Wealth Management, LLC | 13,434 | $140.4 萬 | 0.13% | +1,184+9.7% | 加碼 |
| Thomas White International Ltd | 13,446 | $140.5 萬 | 0.33% | 00.0% | 不變 |
| Aft, Forsyth & Sober, LLC | 13,450 | $140.6 萬 | 0.68% | 00.0% | 不變 |
| Marion Wealth Management | 13,475 | $140.8 萬 | 0.72% | +141+1.1% | 加碼 |
| Quantitative Investment Management, LLC | 13,496 | $141.0 萬 | 0.23% | −50,447−78.9% | 減碼 |
| Ameliora Wealth Management Ltd. | 13,618 | $141.0 萬 | 0.76% | +13,618 | 新進 |
| Connecticut Wealth Management, LLC | 13,505 | $141.1 萬 | 0.13% | +21+0.2% | 加碼 |
| Activest Wealth Management | 13,467 | $141.4 萬 | 0.46% | +13,366+13,233.7% | 加碼 |
| Cim Investment Mangement Inc | 13,536 | $141.5 萬 | 0.63% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 13,608 | $142.2 萬 | 0.12% | +1,429+11.7% | 加碼 |
| Clear Street Markets LLC | 13,653 | $142.7 萬 | 0.27% | −574−4.0% | 減碼 |
| Accredited Investors Inc. | 13,669 | $142.8 萬 | 0.17% | +133+1.0% | 加碼 |
| Solidarilty Wealth, LLC | 10,879 | $142.9 萬 | 0.83% | −716−6.2% | 減碼 |
| Financial Advocates Investment Management | 13,696 | $143.1 萬 | 0.13% | −5,166−27.4% | 減碼 |
| Twin Lakes Capital Management, LLC | 13,715 | $143.3 萬 | 1.16% | +83+0.6% | 加碼 |
| Pekin Hardy Strauss, Inc. | 13,722 | $143.4 萬 | 0.24% | −1,311−8.7% | 減碼 |
| Chilton Investment Co LLC | 13,735 | $143.5 萬 | 0.04% | −103−0.7% | 減碼 |
| 626 Financial, LLC | 13,811 | $144.3 萬 | 1.17% | −718−4.9% | 減碼 |
| Brendel Financial Advisors LLC | 13,826 | $144.5 萬 | 3.43% | −1,187−7.9% | 減碼 |
| Chesapeake Wealth Management | 13,833 | $144.6 萬 | 0.66% | −2,327−14.4% | 減碼 |
| Concord Wealth Partners | 13,836 | $144.6 萬 | 0.46% | +197+1.4% | 加碼 |
| Oder Investment Management, LLC | 13,851 | $144.7 萬 | 1.70% | +947+7.3% | 加碼 |
| Neumann Capital Management, LLC | 13,899 | $145.2 萬 | 0.75% | −286−2.0% | 減碼 |
| Lindenwold Advisors | 13,922 | $145.5 萬 | 1.08% | +135+1.0% | 加碼 |
| Advisory Research Inc | 13,949 | $145.8 萬 | 0.14% | −84−0.6% | 減碼 |
| Axiom Financial Strategies, LLC | 13,967 | $146.0 萬 | 0.78% | −21−0.2% | 減碼 |
| Next Capital Management LLC | 13,981 | $146.1 萬 | 1.10% | +65+0.5% | 加碼 |
| Parisi Gray Wealth Management | 13,993 | $146.2 萬 | 1.11% | −11,624−45.4% | 減碼 |
| Blodgett Wealth Advisors, LLC | 14,000 | $146.3 萬 | 1.77% | −461−3.2% | 減碼 |
| Saxon Interests, Inc. | 13,259 | $146.4 萬 | 0.89% | −140−1.0% | 減碼 |
| Front Street Capital Management, Inc. | 14,034 | $146.7 萬 | 0.37% | −10−0.1% | 減碼 |
| McMillion Capital Management Inc | 14,063 | $147.0 萬 | 1.36% | −887−5.9% | 減碼 |
| Benedict Financial Advisors Inc | 14,093 | $147.3 萬 | 0.47% | −593−4.0% | 減碼 |
| Eagle Bluffs Wealth Management LLC | 14,118 | $147.5 萬 | 1.70% | +718+5.4% | 加碼 |
| Psagot Value Holdings Ltd. / (Israel) | 14,130 | $147.7 萬 | 0.42% | −8,695−38.1% | 減碼 |
| Boit C F David | 14,137 | $147.7 萬 | 1.20% | +14,137 | 新進 |
| Biltmore Family Office, LLC | 14,174 | $148.1 萬 | 0.34% | +485+3.5% | 加碼 |
| Fortem Financial Group, LLC | 14,183 | $148.2 萬 | 1.03% | −25−0.2% | 減碼 |
| Traphagen Investment Advisors LLC | 14,184 | $148.2 萬 | 0.28% | +98+0.7% | 加碼 |
| KLCM Advisors, Inc. | 14,262 | $149.0 萬 | 0.35% | +1,676+13.3% | 加碼 |
| True North Advisors, LLC | 14,274 | $149.1 萬 | 0.49% | −3,611−20.2% | 減碼 |
| Summit Financial Group Inc | 14,287 | $149.3 萬 | 0.62% | −508−3.4% | 減碼 |
| FinTrust Capital Advisors, LLC | 12,565 | $149.3 萬 | 0.39% | −202−1.6% | 減碼 |
| LCNB Corp | 14,366 | $150.1 萬 | 0.82% | −894−5.9% | 減碼 |
| Summit X, LLC | 14,332 | $150.2 萬 | 0.44% | −426−2.9% | 減碼 |
| Red Cedar Investment Management, LLC | 14,382 | $150.3 萬 | 0.26% | 00.0% | 不變 |
| Klingman & Associates, LLC | 14,386 | $150.3 萬 | 0.15% | +731+5.4% | 加碼 |
| Ahrens Investment Partners LLC | 14,400 | $150.5 萬 | 0.79% | +1,100+8.3% | 加碼 |
| Washington Capital Management Inc | 14,410 | $150.6 萬 | 1.52% | −250−1.7% | 減碼 |
| TrimTabs Asset Management, LLC | 14,437 | $150.8 萬 | 1.04% | −8,420−36.8% | 減碼 |
| Warren Averett Asset Management, LLC | 14,452 | $151.0 萬 | 0.11% | +2,777+23.8% | 加碼 |
| Chapman Investment Management, LLC | 14,458 | $151.1 萬 | 1.11% | +50+0.3% | 加碼 |
| Everhart Financial Group, Inc. | 14,486 | $151.4 萬 | 0.84% | −237−1.6% | 減碼 |
| Notis-McConarty Edward | 14,497 | $151.5 萬 | 0.68% | 00.0% | 不變 |
| Davidson Trust Co | 14,558 | $152.1 萬 | 1.46% | −1,313−8.3% | 減碼 |
| Wedmont Private Capital | 14,568 | $152.2 萬 | 0.31% | +1,622+12.5% | 加碼 |
| Regatta Capital Group, LLC | 13,540 | $152.5 萬 | 0.62% | +701+5.5% | 加碼 |
| Waycross Partners, LLC | 14,602 | $152.6 萬 | 1.03% | +65+0.4% | 加碼 |
| Arbor Capital Management Inc | 13,638 | $152.6 萬 | 1.38% | +501+3.8% | 加碼 |
| Wambolt & Associates, LLC | 14,630 | $152.9 萬 | 0.65% | −167−1.1% | 減碼 |
| Cornell Pochily Investment Advisors, Inc. | 14,627 | $152.9 萬 | 0.74% | +740+5.3% | 加碼 |
| DAGCO, Inc. | 14,653 | $153.1 萬 | 0.96% | +158+1.1% | 加碼 |
| Wulff, Hansen & Co. | 14,665 | $153.2 萬 | 1.92% | +80+0.5% | 加碼 |
| Occidental Asset Management, LLC | 14,662 | $153.2 萬 | 0.46% | +869+6.3% | 加碼 |
| WBH Advisory Inc | 14,673 | $153.3 萬 | 0.22% | −666−4.3% | 減碼 |
| Gs Investments, Inc. | 14,727 | $153.9 萬 | 1.02% | +50+0.3% | 加碼 |
| Graham Capital Management, L.P. | 14,795 | $154.6 萬 | 0.07% | −27,944−65.4% | 減碼 |
| TCI Wealth Advisors, Inc. | 14,798 | $154.6 萬 | 0.25% | −35−0.2% | 減碼 |
| Sittner & Nelson, LLC | 14,816 | $154.8 萬 | 1.04% | +1,505+11.3% | 加碼 |
| LS Investment Advisors, LLC | 14,844 | $155.1 萬 | 0.31% | +50.0% | 加碼 |
| Loudon Investment Management, LLC | 14,891 | $155.6 萬 | 1.24% | +7,541+102.6% | 加碼 |
| Fragasso Group Inc. | 14,948 | $156.2 萬 | 0.22% | −2,321−13.4% | 減碼 |
| Byrne Asset Management LLC | 14,973 | $156.5 萬 | 1.21% | +560+3.9% | 加碼 |
| Perpetual Investment Management Ltd | 14,987 | $156.6 萬 | 0.23% | 00.0% | 不變 |
| Zurich Insurance Group Ltd | 15,000 | $156.8 萬 | 0.02% | −499,482−97.1% | 減碼 |
| North Reef Capital Management LP | 15,000 | $156.8 萬 | 0.39% | +15,000 | 新進 |
| Patriot Financial Group Insurance Agency, LLC | 15,025 | $157.0 萬 | 0.38% | +4,415+41.6% | 加碼 |
| Hudson Canyon Capital Management | 15,063 | $157.4 萬 | 1.56% | 00.0% | 不變 |
| Roof Eidam & Maycock | 15,068 | $157.5 萬 | 0.59% | +1,172+8.4% | 加碼 |
| Boothbay Fund Management, LLC | 15,112 | $157.9 萬 | 0.05% | −29,180−65.9% | 減碼 |
| Continental Advisors LLC | 15,135 | $158.2 萬 | 1.47% | 00.0% | 不變 |
| Raleigh Capital Management Inc. | 15,182 | $158.7 萬 | 0.93% | +6,687+78.7% | 加碼 |
| Birmingham Capital Management Co Inc | 15,197 | $158.8 萬 | 0.70% | +147+1.0% | 加碼 |
| Phillips Financial Management, LLC | 15,222 | $159.1 萬 | 0.18% | +659+4.5% | 加碼 |