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 |
|---|---|---|---|---|---|
| Sandy Cove Advisors, LLC | 4,378 | $45.8 萬 | 0.41% | +238+5.7% | 加碼 |
| California First Leasing Corp | 4,380 | $45.8 萬 | 0.35% | +4,380 | 新進 |
| Capital City Trust Co | 4,384 | $45.9 萬 | 0.16% | −100−2.2% | 減碼 |
| Wayfinding Financial, LLC | 4,397 | $45.9 萬 | 0.43% | +401+10.0% | 加碼 |
| Oliver Lagore Vanvalin Investment Group | 4,407 | $46.1 萬 | 0.30% | +20.0% | 加碼 |
| Sax Wealth Advisors, LLC | 4,419 | $46.2 萬 | 0.12% | −22−0.5% | 減碼 |
| Foster Group, Inc. | 4,438 | $46.4 萬 | 0.04% | −1,915−30.1% | 減碼 |
| Curated Wealth Partners LLC | 4,446 | $46.5 萬 | 0.14% | −17−0.4% | 減碼 |
| Marshall Financial Group Inc | 4,483 | $46.8 萬 | 0.22% | +19+0.4% | 加碼 |
| Empowered Funds, LLC | 4,495 | $47.0 萬 | 0.05% | +4,495 | 新進 |
| Fi3 FINANCIAL ADVISORS, LLC | 4,509 | $47.1 萬 | 0.43% | +123+2.8% | 加碼 |
| Day & Ennis, LLC | 4,528 | $47.3 萬 | 0.20% | −83−1.8% | 減碼 |
| OneAscent Financial Services LLC | 4,522 | $47.3 萬 | 0.19% | +78+1.8% | 加碼 |
| Merrion Investment Management Co, LLC | 4,544 | $47.4 萬 | 0.47% | 00.0% | 不變 |
| Sutton Place Investors LLC | 4,557 | $47.6 萬 | 0.72% | +147+3.3% | 加碼 |
| TriaGen Wealth Management LLC | 4,560 | $47.7 萬 | 0.26% | −240−5.0% | 減碼 |
| American Research & Management Co. | 4,564 | $47.7 萬 | 0.13% | −38−0.8% | 減碼 |
| Global Financial Private Client, LLC | 4,440 | $47.8 萬 | 0.28% | −20.0% | 減碼 |
| Liberty Wealth Management LLC | 4,585 | $47.9 萬 | 0.13% | +695+17.9% | 加碼 |
| Kenfarb & Co. | 4,592 | $48.0 萬 | 0.46% | 00.0% | 不變 |
| Cohen & Steers, Inc. | 4,590 | $48.0 萬 | 0.00% | 00.0% | 不變 |
| R.H. Dinel Investment Counsel, Inc. | 4,592 | $48.0 萬 | 0.48% | 00.0% | 不變 |
| Eukles Asset Management | 4,593 | $48.0 萬 | 0.31% | +521+12.8% | 加碼 |
| Avondale Wealth Management | 4,600 | $48.1 萬 | 0.52% | −275−5.6% | 減碼 |
| ESG Planning | 4,751 | $48.1 萬 | 0.49% | +278+6.2% | 加碼 |
| Stelac Advisory Services LLC | 4,599 | $48.2 萬 | 0.22% | 00.0% | 不變 |
| NFP Retirement, Inc. | 4,613 | $48.2 萬 | 0.12% | +62+1.4% | 加碼 |
| Advisor Resource Council | 4,625 | $48.4 萬 | 0.34% | −16,702−78.3% | 減碼 |
| Premier Asset Management LLC | 4,635 | $48.4 萬 | 0.50% | +77+1.7% | 加碼 |
| HHM Wealth Advisors, LLC | 4,654 | $48.6 萬 | 0.13% | −834−15.2% | 減碼 |
| Retirement Planning Co of New England, Inc. | 4,662 | $48.7 萬 | 0.35% | +354+8.2% | 加碼 |
| LVZ Advisors, Inc. | 4,666 | $48.8 萬 | 0.08% | −9−0.2% | 減碼 |
| Diamant Asset Management, Inc. | 4,671 | $48.8 萬 | 0.47% | +10+0.2% | 加碼 |
| Southland Equity Partners LLC | 4,682 | $48.9 萬 | 0.24% | −126−2.6% | 減碼 |
| Marathon Trading Investment Management LLC | 4,705 | $49.2 萬 | 0.32% | +2,294+95.1% | 加碼 |
| Joule Financial, LLC | 4,717 | $49.3 萬 | 0.37% | +656+16.2% | 加碼 |
| GenWealth Group, Inc. | 4,729 | $49.4 萬 | 0.17% | 00.0% | 不變 |
| Virtue Capital Management, LLC | 4,732 | $49.5 萬 | 0.08% | −189−3.8% | 減碼 |
| CJM Wealth Advisers, Ltd. | 4,743 | $49.6 萬 | 0.35% | −22−0.5% | 減碼 |
| Independent Solutions Wealth Management, LLC | 4,779 | $49.9 萬 | 0.16% | +652+15.8% | 加碼 |
| Keystone Wealth Services, LLC | 4,792 | $50.1 萬 | 0.24% | +503+11.7% | 加碼 |
| Bay Rivers Group | 4,804 | $50.2 萬 | 0.50% | 00.0% | 不變 |
| Reston Wealth Management LLC | 4,825 | $50.4 萬 | 0.30% | −233−4.6% | 減碼 |
| Financial Insights, Inc. | 4,819 | $50.4 萬 | 0.34% | +4,819 | 新進 |
| N.E.W. Advisory Services LLC | 4,869 | $50.9 萬 | 0.09% | −5,490−53.0% | 減碼 |
| Arkansas Financial Group, Inc. | 4,866 | $50.9 萬 | 0.12% | −34−0.7% | 減碼 |
| ERTS Wealth Advisors, LLC | 4,869 | $50.9 萬 | 0.14% | +199+4.3% | 加碼 |
| Hofer & Associates. Inc | 4,883 | $51.0 萬 | 0.55% | +1,805+58.6% | 加碼 |
| Great Diamond Partners, LLC | 4,894 | $51.1 萬 | 0.17% | −835−14.6% | 減碼 |
| Summit Wealth Partners, LLC | 4,894 | $51.1 萬 | 0.14% | 00.0% | 不變 |
| Lee Financial Co | 4,905 | $51.2 萬 | 0.10% | +623+14.5% | 加碼 |
| Eagle Harbor Asset Management Inc | 4,909 | $51.3 萬 | 0.88% | +355+7.8% | 加碼 |
| First Heartland Consultants, Inc. | 4,910 | $51.3 萬 | 0.08% | −55−1.1% | 減碼 |
| Southeast Asset Advisors Inc. | 4,922 | $51.4 萬 | 0.09% | −310−5.9% | 減碼 |
| Benson Investment Management Company, Inc. | 4,950 | $51.7 萬 | 0.36% | 00.0% | 不變 |
| Salomon & Ludwin, LLC | 4,945 | $51.7 萬 | 0.08% | +2,049+70.8% | 加碼 |
| Retirement Planning Group | 4,968 | $51.9 萬 | 0.07% | +3,089+164.4% | 加碼 |
| Financial Partners Group, Inc | 4,979 | $52.0 萬 | 0.14% | −4,468−47.3% | 減碼 |
| Requisite Capital Management, LLC | 4,973 | $52.0 萬 | 0.18% | +428+9.4% | 加碼 |
| Wedge Capital Management L L P | 4,994 | $52.2 萬 | 0.01% | +141+2.9% | 加碼 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 5,000 | $52.3 萬 | 0.89% | +1,500+42.9% | 加碼 |
| JBF Capital, Inc. | 5,000 | $52.3 萬 | 0.13% | 00.0% | 不變 |
| Aua Capital Management, LLC | 5,042 | $52.7 萬 | 0.35% | −1,510−23.0% | 減碼 |
| Wimmer Associates 1, LLC | 4,194 | $52.8 萬 | 0.35% | −125−2.9% | 減碼 |
| Omnia Family Wealth, LLC | 5,062 | $52.9 萬 | 0.43% | −10−0.2% | 減碼 |
| Insight Advisors, LLC | 5,082 | $53.1 萬 | 0.21% | −9−0.2% | 減碼 |
| Nadler Financial Group, Inc. | 5,112 | $53.4 萬 | 0.10% | −385−7.0% | 減碼 |
| Strong Tower Advisory Services | 5,113 | $53.4 萬 | 0.32% | +123+2.5% | 加碼 |
| Tudor Investment Corp Et Al | 5,122 | $53.5 萬 | 0.01% | −14,887−74.4% | 減碼 |
| Momentum Advisors, LLC | 5,119 | $53.5 萬 | 0.59% | +134+2.7% | 加碼 |
| HBW Advisory Services LLC | 5,125 | $53.5 萬 | 0.15% | +566+12.4% | 加碼 |
| Integral Investment Advisors, Inc. | 5,141 | $53.7 萬 | 0.44% | −179−3.4% | 減碼 |
| Campion Asset Management LLC | 5,137 | $53.7 萬 | 0.57% | 00.0% | 不變 |
| Castleview Partners, LLC | 5,136 | $53.7 萬 | 0.51% | +4,182+438.4% | 加碼 |
| Cardinal Strategic Wealth Guidance | 5,123 | $53.8 萬 | 0.29% | −462−8.3% | 減碼 |
| GPS Wealth Strategies Group, LLC | 5,161 | $53.9 萬 | 0.14% | −223−4.1% | 減碼 |
| Alliance Wealth Advisors, LLC | 5,169 | $54.0 萬 | 0.50% | −144−2.7% | 減碼 |
| Avaii Wealth Management, LLC | 5,169 | $54.0 萬 | 0.56% | +34+0.7% | 加碼 |
| Austin Private Wealth, LLC | 5,169 | $54.0 萬 | 0.11% | +64+1.3% | 加碼 |
| Investment House LLC | 5,170 | $54.0 萬 | 0.05% | +120+2.4% | 加碼 |
| Alliance Wealth Management Group | 5,180 | $54.1 萬 | 0.21% | −400−7.2% | 減碼 |
| Harris Associates L P大師Oakmark（Harris Associates） | 5,175 | $54.1 萬 | 0.00% | 00.0% | 不變 |
| Hutchinson Capital Management | 5,177 | $54.1 萬 | 0.15% | +17+0.3% | 加碼 |
| Independent Wealth Network Inc. | 5,184 | $54.2 萬 | 0.42% | −24−0.5% | 減碼 |
| Tortoise Investment Management, LLC | 5,187 | $54.2 萬 | 0.11% | +872+20.2% | 加碼 |
| RGT Wealth Advisors, LLC | 5,201 | $54.4 萬 | 0.09% | −284−5.2% | 減碼 |
| Forum Private Client Group LLC | 5,202 | $54.4 萬 | 0.41% | +12+0.2% | 加碼 |
| Willner & Heller, LLC | 5,207 | $54.4 萬 | 0.88% | +88+1.7% | 加碼 |
| PYA Waltman Capital, LLC | 5,201 | $54.4 萬 | 0.32% | +2,182+72.3% | 加碼 |
| Belmont Capital, LLC | 5,204 | $54.4 萬 | 0.64% | +5,204 | 新進 |
| Fulton Breakefield Broenniman LLC | 5,213 | $54.5 萬 | 0.05% | +100+2.0% | 加碼 |
| Copperwynd Financial, LLC | 5,244 | $54.8 萬 | 0.32% | −117−2.2% | 減碼 |
| Derbend Asset Management | 5,259 | $55.0 萬 | 0.44% | −12−0.2% | 減碼 |
| Maltin Wealth Management, Inc. | 5,272 | $55.1 萬 | 0.44% | +57+1.1% | 加碼 |
| Black Diamond Financial, LLC | 5,302 | $55.4 萬 | 0.22% | −735−12.2% | 減碼 |
| Edgemoor Investment Advisors, Inc. | 5,300 | $55.4 萬 | 0.07% | +10.0% | 加碼 |
| Van Eck Associates Corp | 5,312 | $55.5 萬 | 0.00% | −31,361−85.5% | 減碼 |
| Eagle Strategies LLC | 5,325 | $55.6 萬 | 0.29% | +1,454+37.6% | 加碼 |
| Heartwood Wealth Advisors LLC | 5,327 | $55.7 萬 | 0.10% | +529+11.0% | 加碼 |
| Aprio Wealth Management, LLC | 5,326 | $55.7 萬 | 0.22% | +1,280+31.6% | 加碼 |