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
- 3,395
- 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 | 5,157 | $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 |
|---|---|---|---|---|---|
| Harbor Group, Inc. | 3,681 | $38.5 萬 | 0.28% | +10.0% | 加碼 |
| High Pines Wealth Management, LLC | 3,686 | $38.5 萬 | 0.74% | +690+23.0% | 加碼 |
| Copeland Capital Management, LLC | 3,712 | $38.8 萬 | 0.01% | −10,045−73.0% | 減碼 |
| Hourglass Capital, LLC | 3,713 | $38.8 萬 | 0.15% | 00.0% | 不變 |
| Shelton Wealth Management, LLC | 3,716 | $38.8 萬 | 0.35% | +4+0.1% | 加碼 |
| Kidder Stephen W | 3,737 | $39.0 萬 | 0.16% | 00.0% | 不變 |
| Dempze Nancy E | 3,733 | $39.0 萬 | 0.42% | 00.0% | 不變 |
| Morris Capital Advisors, LLC | 3,749 | $39.2 萬 | 0.37% | 00.0% | 不變 |
| Cahaba Wealth Management, Inc. | 3,763 | $39.3 萬 | 0.05% | +142+3.9% | 加碼 |
| CM Wealth Advisors LLC | 3,765 | $39.3 萬 | 0.22% | +1,508+66.8% | 加碼 |
| Codex Capital, L.L.C. | 2,000 | $39.4 萬 | 0.34% | 00.0% | 不變 |
| Ambassador Advisors, LLC | 3,782 | $39.5 萬 | 0.09% | −1,198−24.1% | 減碼 |
| Raub Brock Capital Management LP | 3,779 | $39.5 萬 | 0.08% | 00.0% | 不變 |
| Yarger Wealth Strategies, LLC | 3,793 | $39.6 萬 | 0.53% | −230−5.7% | 減碼 |
| Unio Capital LLC | 3,826 | $40.0 萬 | 0.24% | 00.0% | 不變 |
| LCM Capital Management Inc | 3,823 | $40.0 萬 | 0.42% | 00.0% | 不變 |
| Monterey Private Wealth, Inc. | 3,773 | $40.1 萬 | 0.24% | −547−12.7% | 減碼 |
| All Season Financial Advisors, Inc. | 3,833 | $40.1 萬 | 0.44% | +3,833 | 新進 |
| First Community Trust NA | 3,851 | $40.2 萬 | 0.55% | −20−0.5% | 減碼 |
| Westshore Wealth, LLC | 3,848 | $40.2 萬 | 0.28% | +38+1.0% | 加碼 |
| Warwick Investment Management, Inc. | 3,849 | $40.2 萬 | 0.24% | +3,849 | 新進 |
| KilterHowling LLC | 3,855 | $40.3 萬 | 0.48% | +9+0.2% | 加碼 |
| First National Corp | 3,855 | $40.3 萬 | 0.11% | +140+3.8% | 加碼 |
| Epic Trust Investment Advisors, LLC | 3,854 | $40.3 萬 | 0.56% | +640+19.9% | 加碼 |
| Shapiro Capital Management LLC | 3,880 | $40.5 萬 | 0.01% | −1,000−20.5% | 減碼 |
| Merriman Wealth Management, LLC | 3,875 | $40.5 萬 | 0.03% | +219+6.0% | 加碼 |
| Hoey Investments, Inc | 3,883 | $40.6 萬 | 0.17% | +1,908+96.6% | 加碼 |
| Prelude Capital Management, LLC | 3,901 | $40.8 萬 | 0.02% | −7,353−65.3% | 減碼 |
| Park Circle Co | 3,900 | $40.8 萬 | 0.42% | 00.0% | 不變 |
| Meridian Financial, LLC | 3,908 | $40.8 萬 | 0.47% | +90+2.4% | 加碼 |
| Financial Advisory Group | 3,916 | $40.9 萬 | 0.09% | +12+0.3% | 加碼 |
| Nottingham Advisors, Inc. | 3,910 | $40.9 萬 | 0.06% | +277+7.6% | 加碼 |
| Kaydan Wealth Management, Inc. | 3,916 | $40.9 萬 | 0.23% | −1,453−27.1% | 減碼 |
| Paragon Capital Management Ltd | 3,920 | $41.0 萬 | 0.12% | −500−11.3% | 減碼 |
| Thomas Story & Son LLC | 3,924 | $41.0 萬 | 0.22% | 00.0% | 不變 |
| Brown Advisory Securities, LLC | 3,942 | $41.3 萬 | 1.51% | −4,762−54.7% | 減碼 |
| Harrington Investments, INC | 3,955 | $41.3 萬 | 0.32% | 00.0% | 不變 |
| Private Capital Management LLC | 3,962 | $41.4 萬 | 0.15% | +630+18.9% | 加碼 |
| Shilanski & Associates, Inc. | 3,962 | $41.4 萬 | 0.15% | +3,962 | 新進 |
| S.A. Mason LLC | 3,986 | $41.7 萬 | 0.33% | 00.0% | 不變 |
| Stanley-Laman Group, Ltd. | 4,000 | $41.8 萬 | 0.08% | −21−0.5% | 減碼 |
| Marathon Capital Management | 4,009 | $41.9 萬 | 0.12% | +3+0.1% | 加碼 |
| SNS Financial Group, LLC | 4,010 | $41.9 萬 | 0.06% | +17+0.4% | 加碼 |
| Sovereign Financial Group, Inc. | 4,032 | $42.1 萬 | 0.17% | −46−1.1% | 減碼 |
| Premier Fund Managers Ltd | 3,972 | $42.2 萬 | 0.03% | −38,229−90.6% | 減碼 |
| Financial Advisors, LLC | 4,076 | $42.2 萬 | 0.15% | 00.0% | 不變 |
| Geller Advisors LLC | 4,051 | $42.3 萬 | 0.09% | −501−11.0% | 減碼 |
| Santori & Peters | 4,054 | $42.3 萬 | 0.28% | +16+0.4% | 加碼 |
| Roberts Glore & Co Inc | 4,044 | $42.3 萬 | 0.15% | +175+4.5% | 加碼 |
| Aaron Wealth Advisors | 4,069 | $42.5 萬 | 0.08% | −438−9.7% | 減碼 |
| Sage Private Wealth Group, LLC | 4,069 | $42.5 萬 | 0.56% | −364−8.2% | 減碼 |
| Frank, Rimerman Advisors LLC | 4,076 | $42.6 萬 | 0.15% | 00.0% | 不變 |
| Laraway Financial Inc | 4,070 | $42.6 萬 | 0.48% | 00.0% | 不變 |
| Mint Tower Capital Management B.V. | 4,075 | $42.6 萬 | 0.04% | +4,075 | 新進 |
| Horizon Family Wealth, Inc. | 4,081 | $42.7 萬 | 0.52% | −15−0.4% | 減碼 |
| Oberweis Asset Management Inc | 4,086 | $42.7 萬 | 0.10% | +3+0.1% | 加碼 |
| Diligent Investors, LLC | 4,088 | $42.7 萬 | 0.15% | +373+10.0% | 加碼 |
| Silverlake Wealth Management LLC | 4,098 | $42.8 萬 | 0.29% | −20−0.5% | 減碼 |
| RWM Asset Management, LLC | 4,104 | $42.9 萬 | 0.10% | −70−1.7% | 減碼 |
| S. R. Schill & Associates | 4,109 | $42.9 萬 | 0.23% | +1,814+79.0% | 加碼 |
| Covenant Partners, LLC | 4,107 | $42.9 萬 | 0.21% | +4,107 | 新進 |
| Pacific Center for Financial Services | 4,117 | $43.0 萬 | 0.17% | −8−0.2% | 減碼 |
| Northstar Group, Inc. | 4,106 | $43.0 萬 | 0.13% | +70+1.7% | 加碼 |
| Cascade Investment Advisors, Inc. | 3,413 | $43.0 萬 | 0.37% | 00.0% | 不變 |
| Bluestein R H & Co | 4,120 | $43.1 萬 | 0.03% | −750−15.4% | 減碼 |
| Cim, LLC | 3,360 | $43.1 萬 | 0.09% | +245+7.9% | 加碼 |
| Security National Bank of So Dak | 4,133 | $43.2 萬 | 0.39% | −59−1.4% | 減碼 |
| Bender Robert & Associates | 4,134 | $43.2 萬 | 0.17% | 00.0% | 不變 |
| WNY Asset Management, LLC | 4,145 | $43.2 萬 | 0.16% | +52+1.3% | 加碼 |
| Lebenthal Global Advisors, LLC | 4,150 | $43.3 萬 | 0.20% | −1,440−25.8% | 減碼 |
| Mogy Joel R Investment Counsel Inc | 4,141 | $43.3 萬 | 0.05% | 00.0% | 不變 |
| Tranquilli Financial Advisor LLC | 4,149 | $43.4 萬 | 0.34% | +638+18.2% | 加碼 |
| Eldridge Investment Advisors, Inc. | 4,183 | $43.7 萬 | 0.17% | −26−0.6% | 減碼 |
| CMG Global Holdings, LLC | 4,177 | $43.7 萬 | 0.47% | −15−0.4% | 減碼 |
| Maxele Advisors, LLC | 4,186 | $43.7 萬 | 0.73% | −45−1.1% | 減碼 |
| Sunburst Financial Group, LLC | 4,191 | $43.8 萬 | 0.21% | +119+2.9% | 加碼 |
| Alan B. Lancz & Associates, Inc. | 4,233 | $44.2 萬 | 0.52% | 00.0% | 不變 |
| Ullmann Financial Group, Inc. | 4,234 | $44.2 萬 | 0.12% | +153+3.7% | 加碼 |
| Lumature Wealth Partners, LLC | 4,243 | $44.3 萬 | 0.24% | +282+7.1% | 加碼 |
| New Vernon Investment Management LLC | 4,253 | $44.4 萬 | 0.91% | 00.0% | 不變 |
| Private Wealth Strategies, L.L.C. | 4,244 | $44.4 萬 | 0.13% | +201+5.0% | 加碼 |
| Sadoff Investment Management LLC | 4,276 | $44.7 萬 | 0.03% | −129−2.9% | 減碼 |
| Shulman DeMeo Asset Management LLC | 4,282 | $44.7 萬 | 0.16% | −12−0.3% | 減碼 |
| Hedges Asset Management LLC | 4,300 | $44.9 萬 | 0.45% | 00.0% | 不變 |
| Weinberger Asset Management, Inc | 4,302 | $45.0 萬 | 0.31% | 00.0% | 不變 |
| Quantum Financial Advisors, LLC | 4,303 | $45.0 萬 | 0.20% | 00.0% | 不變 |
| Spartan Fund Management Inc. | 4,312 | $45.1 萬 | 0.14% | 00.0% | 不變 |
| Retirement Income Solutions, Inc | 4,252 | $45.1 萬 | 0.16% | 00.0% | 不變 |
| Old North State Trust, LLC | 4,315 | $45.1 萬 | 0.39% | +4,311+107,775.0% | 加碼 |
| Cottonwood Capital Advisors, LLC | 4,328 | $45.2 萬 | 0.43% | −20.0% | 減碼 |
| Heritage Investment Group, Inc. | 4,336 | $45.3 萬 | 0.28% | −1,006−18.8% | 減碼 |
| Index Fund Advisors, Inc. | 4,336 | $45.3 萬 | 0.04% | −323−6.9% | 減碼 |
| Hillcrest Wealth Advisors - NY, LLC | 4,337 | $45.3 萬 | 0.29% | 00.0% | 不變 |
| Affinity Capital Advisors, LLC | 4,339 | $45.3 萬 | 0.16% | +8+0.2% | 加碼 |
| Planning Center, Inc. | 4,449 | $45.4 萬 | 0.36% | +10.0% | 加碼 |
| WSFS Capital Management, LLC | 4,343 | $45.4 萬 | 0.16% | −48−1.1% | 減碼 |
| Sweet Financial Partners, LLC | 4,366 | $45.6 萬 | 0.15% | −3,520−44.6% | 減碼 |
| Sound Income Strategies, LLC | 4,376 | $45.7 萬 | 0.07% | +180+4.3% | 加碼 |
| Saturna Capital CORP | 4,371 | $45.7 萬 | 0.01% | +2,470+129.9% | 加碼 |
| Tyler-Stone Wealth Management | 4,381 | $45.8 萬 | 0.35% | −81−1.8% | 減碼 |