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 |
|---|---|---|---|---|---|
| Lockerman Financial Group, Inc. | 3,121 | $32.6 萬 | 0.94% | +581+22.9% | 加碼 |
| Meridian Wealth Partners, LLC | 3,138 | $32.8 萬 | 0.08% | +90+3.0% | 加碼 |
| Enzi Wealth | 2,427 | $32.8 萬 | 0.16% | +2,427 | 新進 |
| Morse Asset Management, Inc | 3,152 | $32.9 萬 | 0.12% | −394−11.1% | 減碼 |
| Inspirion Wealth Advisors, LLC | 3,160 | $33.0 萬 | 0.07% | +185+6.2% | 加碼 |
| Gitterman Wealth Management, LLC | 3,178 | $33.2 萬 | 0.34% | +138+4.5% | 加碼 |
| Willow Creek Wealth Management Inc. | 3,186 | $33.3 萬 | 0.06% | +627+24.5% | 加碼 |
| Cowa, LLC | 3,209 | $33.5 萬 | 0.22% | −67−2.0% | 減碼 |
| Arthur M. Cohen & Associates, LLC | 3,204 | $33.5 萬 | 0.09% | +769+31.6% | 加碼 |
| Thrive Capital Management, LLC | 3,209 | $33.5 萬 | 0.23% | +3,209 | 新進 |
| SJS Investment Consulting Inc. | 3,208 | $33.5 萬 | 0.11% | +3,208 | 新進 |
| Pine Haven Investment Counsel, Inc | 3,211 | $33.6 萬 | 0.41% | 00.0% | 不變 |
| HC Advisors, LLC | 3,212 | $33.6 萬 | 0.23% | +14+0.4% | 加碼 |
| Capital Advisory Group Advisory Services, LLC | 3,228 | $33.7 萬 | 0.23% | +35+1.1% | 加碼 |
| Wolff Financial Management LLC | 3,233 | $33.7 萬 | 0.15% | 00.0% | 不變 |
| My Personal CFO, LLC | 292 | $33.7 萬 | 0.52% | −2,342−88.9% | 減碼 |
| Deltec Asset Management LLC | 3,225 | $33.7 萬 | 0.08% | +1,000+44.9% | 加碼 |
| Solitude Financial Services | 3,233 | $33.8 萬 | 0.25% | 00.0% | 不變 |
| Stonehearth Capital Management, LLC | 3,237 | $33.8 萬 | 0.21% | +178+5.8% | 加碼 |
| Gemmer Asset Management LLC | 3,237 | $33.8 萬 | 0.06% | +297+10.1% | 加碼 |
| Second Half Financial Partners, LLC | 3,247 | $33.9 萬 | 0.42% | +321+11.0% | 加碼 |
| Tower Wealth Partners, Inc. | 2,694 | $33.9 萬 | 0.32% | +114+4.4% | 加碼 |
| Capstone Wealth Management Group, LLC | 3,253 | $34.0 萬 | 0.43% | −897−21.6% | 減碼 |
| Parkside Investments, LLC | 3,254 | $34.0 萬 | 0.07% | +14+0.4% | 加碼 |
| Vista Wealth Management Group, LLC | 2,781 | $34.0 萬 | 0.04% | +229+9.0% | 加碼 |
| Options Solutions, LLC | 3,266 | $34.1 萬 | 0.53% | −2,133−39.5% | 減碼 |
| Mascoma Wealth Management LLC | 3,266 | $34.1 萬 | 0.12% | −117−3.5% | 減碼 |
| Verus Financial Partners, Inc. | 2,866 | $34.1 萬 | 0.05% | +280+10.8% | 加碼 |
| Petrus Trust Company, LTA | 3,266 | $34.1 萬 | 0.05% | +1,044+47.0% | 加碼 |
| Koss-Olinger Consulting, LLC | 3,277 | $34.2 萬 | 0.06% | +218+7.1% | 加碼 |
| Motive Wealth Advisors | 3,268 | $34.2 萬 | 0.28% | +1,129+52.8% | 加碼 |
| Financial Advisory Corp | 3,285 | $34.3 萬 | 0.20% | +385+13.3% | 加碼 |
| Measured Wealth Private Client Group, LLC | 3,289 | $34.4 萬 | 0.15% | −1,229−27.2% | 減碼 |
| Keene & Associates, Inc. | 3,292 | $34.4 萬 | 0.32% | −180−5.2% | 減碼 |
| State of Wyoming | 3,296 | $34.4 萬 | 0.17% | +339+11.5% | 加碼 |
| Amussen Hunsaker Associates LLC | 3,273 | $34.5 萬 | 0.10% | −281−7.9% | 減碼 |
| Coco Enterprises, LLC | 3,273 | $34.5 萬 | 0.31% | +241+7.9% | 加碼 |
| Wealthstream Advisors, Inc. | 3,303 | $34.5 萬 | 0.37% | +884+36.5% | 加碼 |
| VELA Investment Management, LLC | 3,312 | $34.6 萬 | 0.20% | +1,514+84.2% | 加碼 |
| Algert Global LLC | 3,308 | $34.6 萬 | 0.02% | +3,308 | 新進 |
| Holland Advisory Services, Inc. | 3,321 | $34.7 萬 | 0.43% | −334−9.1% | 減碼 |
| Capital Planning LLC | 3,319 | $34.7 萬 | 0.20% | 00.0% | 不變 |
| Borer Denton & Associates, Inc. | 3,346 | $35.0 萬 | 0.17% | +3,346 | 新進 |
| Weaver Consulting Group | 3,348 | $35.0 萬 | 0.20% | +26+0.8% | 加碼 |
| Cutter & CO Brokerage, Inc. | 3,356 | $35.1 萬 | 0.13% | −510−13.2% | 減碼 |
| Forefront Analytics, LLC | 3,363 | $35.1 萬 | 0.19% | +29+0.9% | 加碼 |
| Cedrus LLC | 3,374 | $35.3 萬 | 0.33% | +186+5.8% | 加碼 |
| Horan Securities, Inc. | 3,379 | $35.3 萬 | 0.22% | +321+10.5% | 加碼 |
| HITE Hedge Asset Management LLC | 3,392 | $35.4 萬 | 0.03% | 00.0% | 不變 |
| Unionview, LLC | 3,388 | $35.4 萬 | 0.40% | +117+3.6% | 加碼 |
| Leonard Rickey Investment Advisors P.L.L.C. | 3,397 | $35.5 萬 | 0.17% | −166−4.7% | 減碼 |
| Cassady Schiller Wealth Management, LLC | 3,399 | $35.5 萬 | 0.20% | −46−1.3% | 減碼 |
| Albert D Mason Inc | 3,395 | $35.5 萬 | 0.28% | 00.0% | 不變 |
| Mayfair Advisory Group, LLC | 3,292 | $35.5 萬 | 0.50% | +3+0.1% | 加碼 |
| Alpha Paradigm Partners, LLC | 3,401 | $35.5 萬 | 0.15% | +3,401 | 新進 |
| Zhang Financial LLC | 3,405 | $35.6 萬 | 0.05% | −1,381−28.9% | 減碼 |
| Cavalier Investments, LLC | 3,419 | $35.7 萬 | 0.13% | −284−7.7% | 減碼 |
| Investment Advisory Group, LLC | 3,416 | $35.7 萬 | 0.25% | 00.0% | 不變 |
| Neo Ivy Capital Management | 3,421 | $35.7 萬 | 0.94% | +3,421 | 新進 |
| Independent Family Office, LLC | 3,422 | $35.8 萬 | 0.18% | −425−11.0% | 減碼 |
| Total Investment Management Inc | 3,432 | $35.9 萬 | 0.07% | −175−4.9% | 減碼 |
| Murphy Pohlad Asset Management LLC | 3,440 | $35.9 萬 | 0.17% | 00.0% | 不變 |
| Aevitas Wealth Management, Inc. | 3,438 | $35.9 萬 | 0.27% | +411+13.6% | 加碼 |
| Center For Asset Management LLC | 3,433 | $35.9 萬 | 0.36% | +3,433 | 新進 |
| Youngs Advisory Group, Inc. | 3,452 | $36.1 萬 | 0.23% | +9+0.3% | 加碼 |
| Smallwood Wealth Investment Management, LLC | 3,452 | $36.1 萬 | 0.33% | +607+21.3% | 加碼 |
| Investmark Advisory Group LLC | 3,470 | $36.2 萬 | 0.33% | +401+13.1% | 加碼 |
| Hamilton Capital, LLC | 3,473 | $36.3 萬 | 0.02% | −1,600−31.5% | 減碼 |
| MinichMacGregor Wealth Management, LLC | 3,486 | $36.4 萬 | 0.15% | +8+0.2% | 加碼 |
| TrueWealth Advisors, LLC | 3,486 | $36.4 萬 | 0.17% | +71+2.1% | 加碼 |
| Keb Asset Management, LLC | 3,485 | $36.4 萬 | 0.23% | +85+2.5% | 加碼 |
| Lanham O'Dell & Company, Inc. | 3,479 | $36.4 萬 | 1.29% | +1,599+85.1% | 加碼 |
| James J. Burns & Company, LLC | 3,479 | $36.4 萬 | 0.16% | +3,479 | 新進 |
| Kohmann Bosshard Financial Services, LLC | 3,494 | $36.5 萬 | 0.08% | 00.0% | 不變 |
| Mizuho Securities Co. Ltd. | 3,499 | $36.6 萬 | 0.12% | +3,299+1,649.5% | 加碼 |
| Oldfather Financial Services, LLC | 3,511 | $36.7 萬 | 0.23% | −17−0.5% | 減碼 |
| IPG Investment Advisors LLC | 3,512 | $36.7 萬 | 0.10% | −6,473−64.8% | 減碼 |
| Mach-1 Financial Group, Inc. | 3,531 | $36.8 萬 | 0.39% | +90+2.6% | 加碼 |
| Financial Engines Advisors L.L.C. | 3,529 | $36.8 萬 | 0.00% | +435+14.1% | 加碼 |
| Hunter Perkins Capital Management, LLC | 3,525 | $36.8 萬 | 0.09% | +3,525 | 新進 |
| Howard Financial Services, Ltd. | 3,527 | $36.9 萬 | 0.12% | +2+0.1% | 加碼 |
| Family Firm, Inc. | 3,540 | $37.0 萬 | 0.12% | +23+0.7% | 加碼 |
| Evolution Wealth Advisors, LLC | 3,545 | $37.0 萬 | 0.10% | +724+25.7% | 加碼 |
| Dimension Capital Management LLC | 3,542 | $37.1 萬 | 0.09% | 00.0% | 不變 |
| BIT Capital GmbH | 3,552 | $37.1 萬 | 0.07% | +3,552 | 新進 |
| Firestone Capital Management | 3,562 | $37.2 萬 | 0.15% | 00.0% | 不變 |
| Dakota Community Bank & Trust NA | 3,557 | $37.2 萬 | 2.58% | +3,557 | 新進 |
| Northwest Investment Counselors, LLC | 3,578 | $37.4 萬 | 0.12% | −44−1.2% | 減碼 |
| Powell Investment Advisors, LLC | 3,582 | $37.4 萬 | 0.25% | +225+6.7% | 加碼 |
| Caxton Associates LP | 3,600 | $37.6 萬 | 0.06% | −3,300−47.8% | 減碼 |
| Horizon Wealth Management, LLC | 3,619 | $37.8 萬 | 0.28% | −546−13.1% | 減碼 |
| Montis Financial, LLC | 3,621 | $37.8 萬 | 0.36% | +57+1.6% | 加碼 |
| Pasadena Private Wealth, LLC | 3,620 | $37.8 萬 | 0.13% | +263+7.8% | 加碼 |
| BCJ Capital Management, LLC | 3,622 | $37.8 萬 | 0.04% | +311+9.4% | 加碼 |
| Atticus Wealth Management, LLC | 3,372 | $38.0 萬 | 0.18% | 00.0% | 不變 |
| IVC Wealth Advisors LLC | 3,641 | $38.1 萬 | 0.31% | −11−0.3% | 減碼 |
| Bridgefront Capital, LLC | 3,653 | $38.2 萬 | 0.39% | −435−10.6% | 減碼 |
| Domani Wealth, LLC | 3,656 | $38.2 萬 | 0.11% | −358−8.9% | 減碼 |
| Dougherty Wealth Advisers LLC | 3,674 | $38.4 萬 | 0.76% | 00.0% | 不變 |
| Emerald Advisors, LLC | 3,675 | $38.4 萬 | 0.11% | +20+0.5% | 加碼 |