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 |
|---|---|---|---|---|---|
| Grandview Asset Management LLC | 15,255 | $159.4 萬 | 1.01% | −582−3.7% | 減碼 |
| Missouri Trust & Investment Co | 15,278 | $159.7 萬 | 1.05% | −84−0.5% | 減碼 |
| QVR LLC | 15,281 | $159.7 萬 | 1.45% | +3,300+27.5% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 15,337 | $160.3 萬 | 0.14% | −1,586−9.4% | 減碼 |
| Sculati Wealth Management, LLC | 15,348 | $160.4 萬 | 0.95% | +1,738+12.8% | 加碼 |
| Benin Management CORP | 15,357 | $160.5 萬 | 0.67% | +650+4.4% | 加碼 |
| Marietta Investment Partners LLC | 12,293 | $160.6 萬 | 0.48% | −63−0.5% | 減碼 |
| SFMG, LLC | 15,572 | $161.3 萬 | 0.19% | +250+1.6% | 加碼 |
| London & Capital Asset Management Ltd | 15,464 | $161.6 萬 | 0.15% | +282+1.9% | 加碼 |
| All Terrain Financial Advisors, LLC | 15,464 | $161.6 萬 | 0.87% | +2,822+22.3% | 加碼 |
| Wolff Wiese Magana LLC | 15,478 | $161.8 萬 | 1.30% | +523+3.5% | 加碼 |
| Caliber Wealth Management, LLC | 15,538 | $162.4 萬 | 1.28% | +31+0.2% | 加碼 |
| Paradigm Capital Management, LLC | 15,554 | $162.5 萬 | 2.16% | +214+1.4% | 加碼 |
| S.E.E.D. Planning Group LLC | 15,550 | $162.5 萬 | 0.76% | +1,089+7.5% | 加碼 |
| Pinnacle Holdings, LLC | 15,558 | $162.6 萬 | 0.76% | +278+1.8% | 加碼 |
| Gleason Group, Inc. | 15,561 | $162.6 萬 | 0.56% | +273+1.8% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 15,637 | $163.4 萬 | 0.09% | −1,852−10.6% | 減碼 |
| Manchester Capital Management LLC | 15,672 | $163.8 萬 | 0.29% | +630+4.2% | 加碼 |
| Aberdeen Wealth Management LLC | 15,714 | $164.2 萬 | 1.45% | 00.0% | 不變 |
| Edgestream Partners, L.P. | 15,744 | $164.5 萬 | 0.13% | −19,207−55.0% | 減碼 |
| Peak Planning Group, LLC | 15,756 | $164.7 萬 | 1.52% | +1,125+7.7% | 加碼 |
| Benjamin Edwards Inc | 15,783 | $164.9 萬 | 0.50% | +2,268+16.8% | 加碼 |
| Grant/GrossMendelsohn, LLC | 13,471 | $165.0 萬 | 0.89% | +163+1.2% | 加碼 |
| Aspen Investment Management Inc | 15,800 | $165.1 萬 | 1.10% | −305−1.9% | 減碼 |
| Gilder Gagnon Howe & Co LLC | 15,856 | $165.7 萬 | 0.03% | +80+0.5% | 加碼 |
| Delta Asset Management LLC | 15,865 | $165.8 萬 | 0.20% | +803+5.3% | 加碼 |
| Vise Technologies, Inc. | 15,869 | $165.8 萬 | 0.62% | +3,393+27.2% | 加碼 |
| Signature Wealth Management Group | 15,897 | $166.1 萬 | 0.84% | +623+4.1% | 加碼 |
| Rollins Financial | 15,901 | $166.2 萬 | 0.62% | −2,040−11.4% | 減碼 |
| Summit Financial Strategies, Inc. | 15,915 | $166.3 萬 | 0.39% | +9,568+150.7% | 加碼 |
| Bull Street Advisors, LLC | 15,925 | $166.4 萬 | 0.94% | +29+0.2% | 加碼 |
| Mission Creek Capital Partners, Inc. | 15,927 | $166.4 萬 | 0.63% | +521+3.4% | 加碼 |
| Deseret Mutual Benefit Administrators | 16,012 | $167.3 萬 | 0.47% | −2,098−11.6% | 減碼 |
| Liberty One Investment Management, LLC | 16,031 | $167.5 萬 | 0.28% | +3,495+27.9% | 加碼 |
| Game Plan Financial Advisors, LLC | 16,024 | $167.5 萬 | 1.41% | +25+0.2% | 加碼 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 13,707 | $167.5 萬 | 0.79% | +265+2.0% | 加碼 |
| Hollencrest Capital Management | 16,044 | $167.7 萬 | 0.21% | −2,239−12.2% | 減碼 |
| Hamel Associates, Inc. | 16,054 | $167.8 萬 | 0.66% | −35,223−68.7% | 減碼 |
| Pinnacle Wealth Management Group, Inc. | 16,081 | $168.0 萬 | 1.48% | 00.0% | 不變 |
| Tempus Wealth Planning, LLC | 16,104 | $168.3 萬 | 1.12% | +6,711+71.4% | 加碼 |
| Abundance Wealth Counselors | 16,111 | $168.4 萬 | 0.48% | +50.0% | 加碼 |
| A. D. Beadell Investment Counsel, Inc. | 16,151 | $168.7 萬 | 1.52% | +726+4.7% | 加碼 |
| Bowman & Co S.C. | 16,162 | $168.9 萬 | 1.53% | +722+4.7% | 加碼 |
| Brown, Lisle/Cummings, Inc. | 16,207 | $169.4 萬 | 0.99% | −45−0.3% | 減碼 |
| Corrado Advisors, LLC | 16,207 | $169.4 萬 | 1.38% | +186+1.2% | 加碼 |
| Midwest Professional Planners, LTD. | 16,214 | $169.4 萬 | 1.01% | +977+6.4% | 加碼 |
| Trust Co | 16,212 | $169.4 萬 | 0.37% | +4,492+38.3% | 加碼 |
| High Net Worth Advisory Group LLC | 16,218 | $169.5 萬 | 0.72% | +2,740+20.3% | 加碼 |
| RSM US Wealth Management LLC | 16,228 | $169.6 萬 | 0.10% | −998−5.8% | 減碼 |
| Amplius Wealth Advisors, LLC | 16,244 | $169.7 萬 | 0.30% | +9,911+156.5% | 加碼 |
| Cornerstone Advisory, LLC | 16,269 | $170.0 萬 | 0.38% | +1,003+6.6% | 加碼 |
| Hirtle Callaghan & Co LLC | 16,319 | $170.5 萬 | 0.12% | +8,533+109.6% | 加碼 |
| World Equity Group, Inc. | 16,360 | $171.0 萬 | 0.43% | +3,327+25.5% | 加碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 16,377 | $171.1 萬 | 0.51% | +269+1.7% | 加碼 |
| Ledge Wealth Management, Inc. | 16,387 | $171.2 萬 | 1.05% | −4,718−22.4% | 減碼 |
| Blue Edge Capital, LLC | 16,448 | $171.9 萬 | 0.43% | +224+1.4% | 加碼 |
| Weik Capital Management | 16,465 | $172.1 萬 | 0.86% | −390−2.3% | 減碼 |
| Ritter Daniher Financial Advisory LLC | 16,468 | $172.1 萬 | 1.23% | +60.0% | 加碼 |
| Jeppson Wealth Management, LLC | 16,587 | $173.3 萬 | 0.79% | −706−4.1% | 減碼 |
| Parkside Financial Bank & Trust | 16,626 | $173.7 萬 | 0.55% | −596−3.5% | 減碼 |
| Moseley Investment Management Inc | 16,624 | $173.7 萬 | 1.28% | +892+5.7% | 加碼 |
| Ethic Inc. | 16,675 | $174.2 萬 | 0.12% | +10+0.1% | 加碼 |
| Trail Ridge Investment Advisors, LLC | 12,897 | $174.5 萬 | 1.15% | −279−2.1% | 減碼 |
| AIA Group Ltd | 16,716 | $174.7 萬 | 0.11% | +3,424+25.8% | 加碼 |
| Optimum Investment Advisors | 16,729 | $174.8 萬 | 0.94% | +10+0.1% | 加碼 |
| Arbor Trust Wealth Advisors, LLC | 16,793 | $175.2 萬 | 1.33% | −732−4.2% | 減碼 |
| Boltwood Capital Management | 16,771 | $175.3 萬 | 0.80% | −616−3.5% | 減碼 |
| Archford Capital Strategies, LLC | 16,785 | $175.4 萬 | 0.45% | +538+3.3% | 加碼 |
| Icon Wealth Advisors, LLC | 16,818 | $175.8 萬 | 0.21% | +16,818 | 新進 |
| Madden Securities Corp | 16,892 | $176.5 萬 | 1.07% | −9,480−35.9% | 減碼 |
| Clarkston Capital Partners, LLC | 16,941 | $177.0 萬 | 0.03% | +14,550+608.5% | 加碼 |
| Cedar Brook Financial Partners, LLC | 16,950 | $177.1 萬 | 0.57% | +745+4.6% | 加碼 |
| Schwarz Dygos Wheeler Investment Advisors LLC | 16,957 | $177.2 萬 | 0.79% | +12+0.1% | 加碼 |
| Ironwood Financial, llc | 17,001 | $177.7 萬 | 0.59% | +1,233+7.8% | 加碼 |
| Center for Financial Planning, Inc. | 17,037 | $178.0 萬 | 0.48% | +92+0.5% | 加碼 |
| Gryphon Financial Partners LLC | 17,033 | $178.0 萬 | 0.46% | +704+4.3% | 加碼 |
| Martin & Co Inc | 17,064 | $178.3 萬 | 0.53% | +305+1.8% | 加碼 |
| Mattern Wealth Management LLC | 17,117 | $178.9 萬 | 0.72% | +346+2.1% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 17,193 | $179.7 萬 | 0.15% | −2,088−10.8% | 減碼 |
| Raab & Moskowitz Asset Management LLC | 17,200 | $179.7 萬 | 0.76% | −636−3.6% | 減碼 |
| Tranquility Partners, LLC | 17,207 | $179.8 萬 | 1.00% | −196−1.1% | 減碼 |
| Covenant Asset Management, LLC | 17,206 | $179.8 萬 | 0.72% | +739+4.5% | 加碼 |
| 180 Wealth Advisors, LLC | 17,325 | $181.0 萬 | 0.50% | −89−0.5% | 減碼 |
| Twelve Points Wealth Management LLC | 17,339 | $181.2 萬 | 1.41% | −53−0.3% | 減碼 |
| Krilogy Financial LLC | 17,380 | $181.6 萬 | 0.22% | −91−0.5% | 減碼 |
| Foundations Investment Advisors, LLC | 17,392 | $181.7 萬 | 0.08% | +6,620+61.5% | 加碼 |
| StrongBox Wealth, LLC | 17,411 | $181.9 萬 | 1.32% | −5,772−24.9% | 減碼 |
| Lineweaver Wealth Advisors, LLC | 17,400 | $182.0 萬 | 0.59% | +1,919+12.4% | 加碼 |
| L & S Advisors Inc | 17,445 | $182.3 萬 | 0.32% | −5,057−22.5% | 減碼 |
| Aldebaran Financial Inc. | 17,323 | $182.6 萬 | 2.10% | −302−1.7% | 減碼 |
| Wrapmanager Inc | 17,507 | $182.9 萬 | 0.62% | +4,543+35.0% | 加碼 |
| Guild Investment Management, Inc. | 17,505 | $182.9 萬 | 3.14% | +9,870+129.3% | 加碼 |
| Smith, Moore & Co. | 17,566 | $183.6 萬 | 0.28% | −157−0.9% | 減碼 |
| Trinity Financial Advisors LLC | 17,669 | $184.6 萬 | 1.34% | +5,231+42.1% | 加碼 |
| Coastline Trust Co | 17,673 | $184.7 萬 | 0.30% | −574−3.1% | 減碼 |
| Zeke Capital Advisors, LLC | 17,681 | $184.7 萬 | 0.13% | +32+0.2% | 加碼 |
| MSH Capital Advisors LLC | 17,717 | $185.1 萬 | 0.91% | −517−2.8% | 減碼 |
| WT Wealth Management | 17,727 | $185.3 萬 | 0.93% | +12+0.1% | 加碼 |
| WealthBridge Capital Management, LLC | 16,476 | $185.5 萬 | 0.79% | 00.0% | 不變 |
| Crystal Rock Capital Management | 6,635 | $185.5 萬 | 1.91% | −5,758−46.5% | 減碼 |