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 5,157 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
- 3,396
- 較 2022 年第 2 季 +13 家
- 持有股數
- 20.3 億
- 較 2022 年第 2 季 +170.0 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 1,679 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 | 5,157 | $6,437 億 |
| 2026 年第 1 季 | 5,103 | $5,721 億 |
| 2025 年第 4 季 | 5,155 | $6,395 億 |
| 2025 年第 3 季 | 4,766 | $6,180 億 |
| 2025 年第 2 季 | 4,753 | $5,824 億 |
| 2025 年第 1 季 | 4,680 | $4,946 億 |
| 2024 年第 4 季 | 4,680 | $4,900 億 |
| 2024 年第 3 季 | 4,216 | $4,294 億 |
| 2024 年第 2 季 | 4,182 | $4,162 億 |
| 2024 年第 1 季 | 4,121 | $4,145 億 |
| 2023 年第 4 季 | 4,002 | $3,518 億 |
| 2023 年第 3 季 | 3,711 | $2,970 億 |
| 2023 年第 2 季 | 3,673 | $2,976 億 |
| 2023 年第 1 季 | 3,613 | $2,663 億 |
| 2022 年第 4 季 | 3,629 | $2,783 億 |
| 2022 年第 3 季 | 3,396 | $2,129 億 |
| 2022 年第 2 季 | 3,428 | $2,293 億 |
| 2022 年第 1 季 | 3,520 | $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 |
|---|---|---|---|---|---|
| Kathmere Capital Management, LLC | 2,602 | $27.2 萬 | 0.05% | −1,238−32.2% | 減碼 |
| NBW Capital LLC | 2,603 | $27.2 萬 | 0.07% | +2,603 | 新進 |
| Spotlight Asset Group, Inc. | 2,237 | $27.3 萬 | 0.27% | +2,237 | 新進 |
| Capital Financial Planning, LLC | 2,617 | $27.4 萬 | 0.12% | +145+5.9% | 加碼 |
| Tandem Investment Advisors, Inc. | 2,629 | $27.5 萬 | 0.02% | −75−2.8% | 減碼 |
| Intrinsic Value Partners, LLC | 2,632 | $27.5 萬 | 0.38% | 00.0% | 不變 |
| Isthmus Partners, LLC | 2,636 | $27.5 萬 | 0.05% | +287+12.2% | 加碼 |
| Jag Capital Management, LLC | 2,639 | $27.6 萬 | 0.04% | −36−1.3% | 減碼 |
| AIMZ Investment Advisors, LLC | 2,639 | $27.6 萬 | 0.14% | 00.0% | 不變 |
| Altus Wealth Management, LLC | 2,644 | $27.6 萬 | 0.24% | +10+0.4% | 加碼 |
| VisionPoint Advisory Group, LLC | 2,638 | $27.6 萬 | 0.13% | +843+47.0% | 加碼 |
| Hapanowicz & Associates Financial Services, Inc | 2,645 | $27.6 萬 | 0.26% | +784+42.1% | 加碼 |
| S&T Bank | 2,652 | $27.7 萬 | 0.05% | −2,480−48.3% | 減碼 |
| Pennsylvania Capital Management Inc | 2,648 | $27.7 萬 | 0.15% | 00.0% | 不變 |
| Godsey & Gibb Associates | 2,655 | $27.7 萬 | 0.22% | +2,655 | 新進 |
| Jackson, Grant Investment Advisers, Inc. | 2,661 | $27.8 萬 | 0.15% | +173+7.0% | 加碼 |
| Firethorn Wealth Partners, LLC | 2,672 | $27.9 萬 | 0.26% | −163−5.7% | 減碼 |
| Dock Street Asset Management Inc | 2,670 | $27.9 萬 | 0.07% | 00.0% | 不變 |
| Silver Lake Advisory, LLC | 2,667 | $27.9 萬 | 0.16% | +23+0.9% | 加碼 |
| Corrigan Financial, Inc. | 2,674 | $27.9 萬 | 0.11% | +2+0.1% | 加碼 |
| Exos TFP Holdings LLC | 2,679 | $28.0 萬 | 0.13% | +2,679 | 新進 |
| Beta Wealth Group, Inc. | 2,700 | $28.2 萬 | 0.20% | +2,700 | 新進 |
| Madison Wealth Management | 2,710 | $28.3 萬 | 0.07% | +66+2.5% | 加碼 |
| Reik & Co., LLC | 2,722 | $28.4 萬 | 0.09% | 00.0% | 不變 |
| Wedgewood Investors Inc | 2,741 | $28.6 萬 | 0.44% | 00.0% | 不變 |
| Drake & Associates, LLC | 2,740 | $28.6 萬 | 0.16% | +516+23.2% | 加碼 |
| Arlington Partners LLC | 2,751 | $28.7 萬 | 0.12% | −1,850−40.2% | 減碼 |
| Atalanta Sosnoff Capital, LLC | 2,743 | $28.7 萬 | 0.01% | −490−15.2% | 減碼 |
| Avion Wealth | 2,742 | $28.7 萬 | 0.09% | −25−0.9% | 減碼 |
| Bond & Devick Financial Network, Inc. | 2,748 | $28.7 萬 | 0.24% | 00.0% | 不變 |
| Fountainhead AM, LLC | 2,748 | $28.7 萬 | 0.14% | +16+0.6% | 加碼 |
| S.C. Financial Services, Inc. | 2,751 | $28.7 萬 | 0.46% | +431+18.6% | 加碼 |
| Cooper/Haims Advisors, LLC | 2,754 | $28.8 萬 | 0.24% | −98−3.4% | 減碼 |
| Blackston Financial Advisory Group, LLC | 2,290 | $28.8 萬 | 0.20% | +2,290 | 新進 |
| Opus Capital Group, LLC | 2,765 | $28.9 萬 | 0.06% | −2,465−47.1% | 減碼 |
| Advance Capital Management, Inc. | 2,768 | $28.9 萬 | 0.04% | +205+8.0% | 加碼 |
| CarsonAllaria Wealth Management, Ltd. | 2,779 | $29.0 萬 | 0.27% | +955+52.4% | 加碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,782 | $29.1 萬 | 0.20% | 00.0% | 不變 |
| Full Sail Capital, LLC | 2,801 | $29.2 萬 | 0.03% | −66−2.3% | 減碼 |
| Darwin Advisors, LLC | 2,517 | $29.2 萬 | 0.07% | −344−12.0% | 減碼 |
| Strid Group, LLC | 2,800 | $29.3 萬 | 0.07% | 00.0% | 不變 |
| Tamar Securities, LLC | 2,801 | $29.3 萬 | 0.09% | +3+0.1% | 加碼 |
| Strategic Family Wealth Counselors, L.L.C. | 2,805 | $29.3 萬 | 0.14% | +120+4.5% | 加碼 |
| Advisory Alpha, LLC | 2,816 | $29.4 萬 | 0.02% | −1,314−31.8% | 減碼 |
| Summitry LLC | 2,810 | $29.4 萬 | 0.02% | +2,810 | 新進 |
| Lifeworks Advisors, LLC | 2,340 | $29.5 萬 | 0.17% | −2,952−55.8% | 減碼 |
| Fox Run Management, L.L.C. | 2,837 | $29.6 萬 | 0.12% | −3,767−57.0% | 減碼 |
| Jacobs & Co | 2,839 | $29.6 萬 | 0.04% | +620+27.9% | 加碼 |
| Charter Research & Investment Group, Inc. | 2,846 | $29.7 萬 | 0.30% | −203−6.7% | 減碼 |
| BlueSky Wealth Advisors, LLC | 2,866 | $29.9 萬 | 0.07% | +2,866 | 新進 |
| Barings LLC | 2,871 | $30.0 萬 | 0.01% | −13,571−82.5% | 減碼 |
| West Chester Capital Advisors, Inc | 2,868 | $30.0 萬 | 0.66% | −26−0.9% | 減碼 |
| Cranbrook Wealth Management, LLC | 2,875 | $30.0 萬 | 0.08% | 00.0% | 不變 |
| Bridge Advisory, LLC | 2,893 | $30.2 萬 | 0.15% | −34−1.2% | 減碼 |
| Robbins Farley LLC | 2,892 | $30.2 萬 | 0.25% | +11+0.4% | 加碼 |
| Trellis Advisors, LLC | 2,897 | $30.2 萬 | 0.17% | +79+2.8% | 加碼 |
| 1776 Wealth LLC | 2,896 | $30.3 萬 | 0.23% | +3+0.1% | 加碼 |
| Ocean Capital Management, LLC | 2,900 | $30.4 萬 | 0.17% | 00.0% | 不變 |
| Claret Asset Management Corp | 2,911 | $30.4 萬 | 0.07% | +152+5.5% | 加碼 |
| Pitti Group Wealth Management, LLC | 2,913 | $30.4 萬 | 0.42% | +274+10.4% | 加碼 |
| North Point Portfolio Managers Corp | 2,920 | $30.5 萬 | 0.06% | −100−3.3% | 減碼 |
| Sequent Asset Management, LLC | 2,913 | $30.5 萬 | 0.23% | +21+0.7% | 加碼 |
| Indie Asset Partners, LLC | 2,928 | $30.6 萬 | 0.31% | −260−8.2% | 減碼 |
| Avenir Corp | 2,924 | $30.6 萬 | 0.03% | 00.0% | 不變 |
| Magnolia Capital Management Ltd | 2,925 | $30.6 萬 | 0.32% | 00.0% | 不變 |
| Columbus Macro, LLC | 2,942 | $30.7 萬 | 0.13% | +57+2.0% | 加碼 |
| Lansing Street Advisors | 2,952 | $30.8 萬 | 0.24% | +461+18.5% | 加碼 |
| Sloy Dahl & Holst, LLC | 2,980 | $31.1 萬 | 0.07% | 00.0% | 不變 |
| Ackerman Capital Advisors, LLC | 2,987 | $31.2 萬 | 0.09% | 00.0% | 不變 |
| O'Keefe Stevens Advisory, Inc. | 2,995 | $31.3 萬 | 0.21% | −145−4.6% | 減碼 |
| InTrack Investment Management Inc | 2,995 | $31.3 萬 | 0.35% | −109−3.5% | 減碼 |
| Richwood Investment Advisors, LLC | 2,993 | $31.3 萬 | 0.34% | 00.0% | 不變 |
| Tectonic Advisors LLC | 2,991 | $31.3 萬 | 0.06% | +684+29.6% | 加碼 |
| Advocate Group LLC | 2,999 | $31.3 萬 | 0.08% | +865+40.5% | 加碼 |
| FSA Wealth Management LLC | 2,991 | $31.3 萬 | 0.22% | +2,991 | 新進 |
| PMC FIG Opportunities LLC | 3,000 | $31.4 萬 | 1.74% | −7,000−70.0% | 減碼 |
| Resolute Financial, LLC | 3,005 | $31.4 萬 | 0.30% | −200−6.2% | 減碼 |
| D'Orazio & Associates, Inc. | 3,004 | $31.4 萬 | 0.09% | +933+45.1% | 加碼 |
| Patron Partners Advisors, LLC | 3,016 | $31.5 萬 | 0.26% | −107−3.4% | 減碼 |
| Howard Wealth Management, LLC | 3,022 | $31.5 萬 | 0.22% | +3,022 | 新進 |
| Heck Capital Advisors, LLC | 3,018 | $31.5 萬 | 0.06% | +51+1.7% | 加碼 |
| Sustainable Insight Capital Management, LLC | 3,024 | $31.6 萬 | 0.37% | −364−10.7% | 減碼 |
| Crabel Capital Management, LLC | 3,027 | $31.6 萬 | 0.18% | +3,027 | 新進 |
| Washburn Capital Management, Inc. | 3,037 | $31.7 萬 | 0.30% | −72−2.3% | 減碼 |
| Capital Advisors Wealth Management, LLC | 3,041 | $31.8 萬 | 0.11% | −128−4.0% | 減碼 |
| Pensionmark Financial Group, LLC | 3,044 | $31.8 萬 | 0.08% | −68−2.2% | 減碼 |
| Resource Planning Group | 3,053 | $31.9 萬 | 0.28% | 00.0% | 不變 |
| Penn Davis McFarland Inc | 3,066 | $32.0 萬 | 0.06% | 00.0% | 不變 |
| Insight 2811, Inc. | 3,058 | $32.0 萬 | 0.22% | +604+24.6% | 加碼 |
| Cypress Capital Management LLC (WY) | 3,075 | $32.1 萬 | 0.46% | 00.0% | 不變 |
| Cook Wealth Management Group LLC | 2,573 | $32.1 萬 | 0.35% | 00.0% | 不變 |
| Wealth Advisors of Iowa, LLC | 3,083 | $32.2 萬 | 0.30% | −2,107−40.6% | 減碼 |
| Infrastructure Capital Advisors, LLC | 3,083 | $32.2 萬 | 0.07% | +3,083 | 新進 |
| Marshall Financial Group LLC | 3,087 | $32.3 萬 | 0.14% | −125−3.9% | 減碼 |
| Sanford Advisory Services, LLC | 3,103 | $32.4 萬 | 0.09% | −625−16.8% | 減碼 |
| Riverwater Partners LLC | 3,100 | $32.4 萬 | 0.32% | +6+0.2% | 加碼 |
| Levy Wealth Management Group, LLC | 3,103 | $32.4 萬 | 0.14% | +217+7.5% | 加碼 |
| Opal Wealth Advisors, LLC | 3,105 | $32.4 萬 | 0.24% | +345+12.5% | 加碼 |
| J. L. Bainbridge & Co., Inc. | 3,111 | $32.5 萬 | 0.05% | +31+1.0% | 加碼 |
| Engrave Wealth Partners LLC | 3,121 | $32.6 萬 | 0.15% | −171−5.2% | 減碼 |