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 |
|---|---|---|---|---|---|
| Almanack Investment Partners, LLC. | 17,764 | $185.6 萬 | 0.36% | −6,945−28.1% | 減碼 |
| Ategra Capital Management, LLC | 17,808 | $186.1 萬 | 0.99% | +10,760+152.7% | 加碼 |
| Pinkerton Retirement Specialists, LLC | 17,818 | $186.2 萬 | 0.72% | −438−2.4% | 減碼 |
| Investment Advisory Services Inc | 17,874 | $186.8 萬 | 1.12% | −13−0.1% | 減碼 |
| Financial Planning & Information Services, Inc. | 17,875 | $186.8 萬 | 0.45% | +500+2.9% | 加碼 |
| Essex Investment Management Co LLC | 17,905 | $187.1 萬 | 0.30% | −1,914−9.7% | 減碼 |
| Compass Financial Advisors LLC | 17,915 | $187.2 萬 | 2.78% | +265+1.5% | 加碼 |
| Institute for Wealth Management, LLC. | 17,941 | $187.5 萬 | 0.42% | −4,848−21.3% | 減碼 |
| Spreng Capital Management, Inc. | 17,940 | $187.5 萬 | 1.66% | 00.0% | 不變 |
| Magnolia Capital Advisors LLC | 17,943 | $187.5 萬 | 1.59% | +1,296+7.8% | 加碼 |
| Moser Wealth Advisors, LLC | 17,949 | $187.6 萬 | 1.47% | +54+0.3% | 加碼 |
| First Capital Advisors Group, LLC. | 17,950 | $187.6 萬 | 1.57% | +380+2.2% | 加碼 |
| Jmac Enterprises LLC | 17,978 | $187.9 萬 | 0.53% | +326+1.8% | 加碼 |
| Dillon & Associates Inc | 18,186 | $189.1 萬 | 0.44% | 00.0% | 不變 |
| Acropolis Investment Management, LLC | 18,098 | $189.1 萬 | 0.19% | −141−0.8% | 減碼 |
| Affinity Wealth Management LLC | 18,103 | $189.2 萬 | 0.47% | −2,732−13.1% | 減碼 |
| First City Capital Management, Inc. | 18,114 | $189.3 萬 | 1.25% | +1,991+12.3% | 加碼 |
| Cito Capital Group, LLC | 18,149 | $189.7 萬 | 1.09% | +90.0% | 加碼 |
| Heritage Wealth Advisors | 18,157 | $189.7 萬 | 0.14% | −370−2.0% | 減碼 |
| White Pine Capital LLC | 18,171 | $189.9 萬 | 0.79% | −45−0.2% | 減碼 |
| Integrated Investment Consultants, LLC | 18,216 | $190.4 萬 | 0.76% | −392−2.1% | 減碼 |
| Zullo Investment Group, Inc. | 18,221 | $190.4 萬 | 1.23% | +832+4.8% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 18,264 | $190.9 萬 | 0.35% | +5,834+46.9% | 加碼 |
| Hanson & Doremus Investment Management | 18,356 | $191.8 萬 | 0.50% | −887−4.6% | 減碼 |
| SkyView Investment Advisors, LLC | 18,363 | $191.9 萬 | 0.56% | +380+2.1% | 加碼 |
| Lederer & Associates Investment Counsel | 18,370 | $192.0 萬 | 1.62% | −178−1.0% | 減碼 |
| Sycomore Asset Management | 18,007 | $192.3 萬 | 0.54% | −6,509−26.6% | 減碼 |
| Home Federal Bank of Tennessee | 18,427 | $192.5 萬 | 0.80% | 00.0% | 不變 |
| Longfellow Investment Management Co LLC | 18,431 | $192.6 萬 | 0.39% | 00.0% | 不變 |
| WP Advisors, LLC | 18,510 | $193.4 萬 | 0.88% | +186+1.0% | 加碼 |
| Holderness Investments Co | 18,513 | $193.5 萬 | 0.88% | −382−2.0% | 減碼 |
| Beaumont Financial Partners, LLC | 18,541 | $193.8 萬 | 0.19% | −306−1.6% | 減碼 |
| Agate Pass Investment Management, LLC | 18,555 | $193.9 萬 | 1.48% | −333−1.8% | 減碼 |
| RKL Wealth Management LLC | 18,584 | $194.2 萬 | 0.28% | +829+4.7% | 加碼 |
| Mizuho Markets Cayman LP | 18,590 | $194.3 萬 | 0.28% | −2,177−10.5% | 減碼 |
| Aull & Monroe Investment Management Corp | 18,591 | $194.3 萬 | 1.06% | −1,320−6.6% | 減碼 |
| HPC Germany GmbH & Co. KG | 18,600 | $194.4 萬 | 3.20% | 00.0% | 不變 |
| Mine & Arao Wealth Creation & Management, LLC. | 18,623 | $194.6 萬 | 1.43% | +3,411+22.4% | 加碼 |
| SRN Advisors, LLC | 18,624 | $194.6 萬 | 1.63% | −392−2.1% | 減碼 |
| Chatham Capital Group, Inc. | 18,640 | $194.8 萬 | 0.48% | +1,940+11.6% | 加碼 |
| Guerra Pan Advisors, LLC | 18,423 | $195.2 萬 | 2.85% | −100−0.5% | 減碼 |
| Field & Main Bank | 18,700 | $195.5 萬 | 1.31% | −55−0.3% | 減碼 |
| Mather Group, LLC. | 18,766 | $196.1 萬 | 0.04% | +238+1.3% | 加碼 |
| Coastal Investment Advisors, Inc. | 18,784 | $196.3 萬 | 0.51% | +873+4.9% | 加碼 |
| Peachtree Investment Partners, LLC | 18,842 | $196.9 萬 | 1.32% | −1,772−8.6% | 減碼 |
| Valley Brook Capital Group | 18,895 | $197.4 萬 | 2.16% | −16−0.1% | 減碼 |
| Graybill Bartz & Assoc Ltd | 18,904 | $197.5 萬 | 1.17% | +78+0.4% | 加碼 |
| Miller Investment Management, LP | 18,935 | $197.9 萬 | 0.41% | 00.0% | 不變 |
| DeDora Capital, Inc. | 18,997 | $198.5 萬 | 1.03% | +588+3.2% | 加碼 |
| New Potomac Partners, LLC | 19,008 | $198.6 萬 | 1.68% | −50−0.3% | 減碼 |
| Everett Harris & Co | 19,041 | $199.0 萬 | 0.04% | −98−0.5% | 減碼 |
| Eclectic Associates Inc | 19,063 | $199.2 萬 | 1.31% | −1,305−6.4% | 減碼 |
| Harvey Investment Co LLC | 19,086 | $199.4 萬 | 0.29% | −575−2.9% | 減碼 |
| Kistler-Tiffany Companies, LLC | 19,145 | $200.1 萬 | 0.45% | −440−2.2% | 減碼 |
| Court Place Advisors, LLC | 19,186 | $200.5 萬 | 0.81% | −350−1.8% | 減碼 |
| Sage Investment Advisers LLC | 19,241 | $201.1 萬 | 3.18% | +208+1.1% | 加碼 |
| First Commonwealth Financial Corp | 19,253 | $201.2 萬 | 0.84% | −1,308−6.4% | 減碼 |
| Game Creek Capital, LP | 19,250 | $201.2 萬 | 1.35% | +12,000+165.5% | 加碼 |
| Riverview Trust Co | 19,290 | $201.6 萬 | 1.95% | +1,376+7.7% | 加碼 |
| Townsend & Associates, Inc | 15,356 | $201.9 萬 | 0.93% | +2,732+21.6% | 加碼 |
| Vivaldi Capital Management, LLC | 19,073 | $202.1 萬 | 0.55% | −39−0.2% | 減碼 |
| Cornerstone Wealth Management, LLC | 19,373 | $202.4 萬 | 0.23% | −540−2.7% | 減碼 |
| Oarsman Capital, Inc. | 19,377 | $202.5 萬 | 1.09% | −127−0.7% | 減碼 |
| Condor Capital Management | 19,458 | $203.3 萬 | 0.26% | +610+3.2% | 加碼 |
| Altman Advisors, Inc. | 19,454 | $203.3 萬 | 1.28% | +714+3.8% | 加碼 |
| Edgewood Management LLC | 19,464 | $203.4 萬 | 0.01% | 00.0% | 不變 |
| Key Financial Inc | 19,464 | $203.4 萬 | 0.96% | +1,594+8.9% | 加碼 |
| Intercontinental Wealth Advisors, LLC | 19,589 | $204.7 萬 | 0.64% | +287+1.5% | 加碼 |
| Oak Harbor Wealth Partners, LLC | 19,615 | $205.0 萬 | 0.81% | +1,214+6.6% | 加碼 |
| O'Rourke & Company, Inc | 19,637 | $205.2 萬 | 1.79% | +1,614+9.0% | 加碼 |
| Royal Harbor Partners, LLC | 19,662 | $205.5 萬 | 1.40% | −682−3.4% | 減碼 |
| GFG Capital, LLC | 19,679 | $205.7 萬 | 0.68% | +751+4.0% | 加碼 |
| Keebeck Wealth Management, LLC | 19,757 | $206.5 萬 | 0.40% | −8,112−29.1% | 減碼 |
| Wealth Alliance | 19,755 | $206.5 萬 | 0.41% | +2,152+12.2% | 加碼 |
| Eads & Heald Wealth Management | 19,781 | $206.7 萬 | 1.17% | +1,005+5.4% | 加碼 |
| George Kaiser Family Foundation | 19,784 | $206.7 萬 | 0.36% | +2,827+16.7% | 加碼 |
| Aries Wealth Management | 16,449 | $207.1 萬 | 0.92% | +65+0.4% | 加碼 |
| Capital Planning Advisors, LLC | 19,826 | $207.2 萬 | 0.56% | −3,658−15.6% | 減碼 |
| Peoples Financial Services Corp. | 19,847 | $207.4 萬 | 1.07% | +227+1.2% | 加碼 |
| Landmark Financial Advisors, LLC | 19,867 | $207.6 萬 | 1.10% | +219+1.1% | 加碼 |
| Sanders Morris Harris LLC | 19,662 | $207.7 萬 | 0.51% | −32,997−62.7% | 減碼 |
| Modera Wealth Management, LLC | 19,880 | $207.7 萬 | 0.11% | −1,509−7.1% | 減碼 |
| Audent Global Asset Management, LLC | 19,871 | $207.7 萬 | 2.83% | +105+0.5% | 加碼 |
| Canvas Wealth Advisors, LLC | 16,751 | $207.9 萬 | 0.89% | −2,340−12.3% | 減碼 |
| Archer Investment Corp | 19,906 | $208.0 萬 | 0.88% | +189+1.0% | 加碼 |
| Oak Asset Management, LLC | 19,918 | $208.1 萬 | 1.01% | +19,918 | 新進 |
| Violich Capital Management, Inc. | 19,940 | $208.4 萬 | 0.39% | −6,896−25.7% | 減碼 |
| Larson Financial Group LLC | 19,970 | $208.7 萬 | 0.30% | +18,909+1,782.2% | 加碼 |
| Weitz Investment Management, Inc.大師韋茲投資管理 | 20,000 | $209.0 萬 | 0.12% | 00.0% | 不變 |
| Royal Capital Wealth Management, LLC | 20,080 | $209.8 萬 | 2.44% | +321+1.6% | 加碼 |
| Convergence Investment Partners, LLC | 20,107 | $210.1 萬 | 1.37% | −46−0.2% | 減碼 |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $210.2 萬 | 2.39% | 00.0% | 不變 |
| Nations Financial Group Inc, | 20,124 | $210.3 萬 | 0.30% | +1,368+7.3% | 加碼 |
| Quadrature Capital Ltd | 20,111 | $210.4 萬 | 0.07% | +12,382+160.2% | 加碼 |
| Econ Financial Services Corp | 20,135 | $210.4 萬 | 1.73% | +20,135 | 新進 |
| Beech Hill Advisors, Inc. | 20,154 | $210.6 萬 | 1.21% | +292+1.5% | 加碼 |
| Van Cleef Asset Management,Inc | 20,168 | $210.8 萬 | 0.41% | +27+0.1% | 加碼 |
| Sawyer & Company, Inc | 20,196 | $211.0 萬 | 1.15% | +392+2.0% | 加碼 |
| Providence Wealth Advisors, LLC | 16,134 | $211.0 萬 | 1.58% | −347−2.1% | 減碼 |
| Keystone Financial Group | 20,224 | $211.3 萬 | 0.43% | +1,787+9.7% | 加碼 |