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 |
|---|---|---|---|---|---|
| Centric Wealth Management | 5,353 | $55.9 萬 | 0.22% | −171−3.1% | 減碼 |
| Key Client Fiduciary Advisors, LLC | 5,345 | $55.9 萬 | 0.58% | +254+5.0% | 加碼 |
| McNaughton Wealth Management, LLC | 5,351 | $55.9 萬 | 0.41% | +470+9.6% | 加碼 |
| Summit Asset Management, LLC | 5,355 | $56.0 萬 | 0.18% | +115+2.2% | 加碼 |
| Birchcreek Wealth Management, LLC | 5,365 | $56.1 萬 | 0.52% | +707+15.2% | 加碼 |
| Triumph Capital Management | 5,386 | $56.3 萬 | 0.31% | −2,288−29.8% | 減碼 |
| Wendell David Associates Inc | 5,391 | $56.3 萬 | 0.08% | 00.0% | 不變 |
| Collective Family Office LLC | 5,417 | $56.6 萬 | 0.28% | −3,396−38.5% | 減碼 |
| Carlson Capital Management | 5,428 | $56.7 萬 | 0.05% | −192−3.4% | 減碼 |
| Cahill Financial Advisors Inc | 5,424 | $56.7 萬 | 0.12% | +138+2.6% | 加碼 |
| Trust Co of Oklahoma | 5,435 | $56.8 萬 | 0.29% | 00.0% | 不變 |
| Perritt Capital Management Inc | 5,434 | $56.8 萬 | 0.36% | −158−2.8% | 減碼 |
| Tributary Capital Management, LLC | 5,442 | $56.9 萬 | 0.06% | −93−1.7% | 減碼 |
| Grant Street Asset Management, Inc. | 5,446 | $56.9 萬 | 0.25% | 00.0% | 不變 |
| Burt Wealth Advisors | 5,457 | $57.0 萬 | 0.23% | +60+1.1% | 加碼 |
| Future Financial Wealth Managment LLC | 5,071 | $57.1 萬 | 0.66% | +570+12.7% | 加碼 |
| Westhampton Capital, LLC | 5,477 | $57.2 萬 | 0.43% | −365−6.2% | 減碼 |
| Financial Consulate, Inc | 5,469 | $57.2 萬 | 0.24% | 00.0% | 不變 |
| Garde Capital, Inc. | 5,485 | $57.3 萬 | 0.07% | +1,802+48.9% | 加碼 |
| Cidel Asset Management Inc | 5,492 | $57.4 萬 | 0.03% | −4,772−46.5% | 減碼 |
| Sandbox Financial Partners, LLC | 5,489 | $57.4 萬 | 0.42% | −369−6.3% | 減碼 |
| Wilkins Investment Counsel Inc | 5,498 | $57.5 萬 | 0.17% | −456−7.7% | 減碼 |
| Vigilare Wealth Management | 5,521 | $57.7 萬 | 0.75% | −6,181−52.8% | 減碼 |
| Relative Value Partners Group, LLC | 5,525 | $57.7 萬 | 0.05% | +5,525 | 新進 |
| Rede Wealth, LLC | 5,533 | $57.8 萬 | 0.34% | −93−1.7% | 減碼 |
| First National Bank | 5,543 | $57.9 萬 | 0.52% | −70−1.2% | 減碼 |
| Allie Family Office LLC | 5,541 | $57.9 萬 | 0.50% | 00.0% | 不變 |
| 5th Street Advisors, LLC | 5,549 | $58.0 萬 | 0.61% | +49+0.9% | 加碼 |
| Camden Capital, LLC | 5,549 | $58.0 萬 | 0.13% | +1,715+44.7% | 加碼 |
| Portland Global Advisors LLC | 5,573 | $58.2 萬 | 0.12% | 00.0% | 不變 |
| Moller Financial Services | 5,576 | $58.3 萬 | 0.21% | −315−5.3% | 減碼 |
| Delta Investment Management, LLC | 5,575 | $58.3 萬 | 0.25% | +627+12.7% | 加碼 |
| Ami Asset Management Corp | 5,594 | $58.5 萬 | 0.04% | −1,336−19.3% | 減碼 |
| Kingfisher Capital LLC | 5,601 | $58.5 萬 | 0.16% | +5,601 | 新進 |
| Fuller & Thaler Asset Management, Inc. | 5,626 | $58.8 萬 | 0.00% | −1,925−25.5% | 減碼 |
| Skba Capital Management LLC | 5,632 | $58.9 萬 | 0.12% | −250−4.3% | 減碼 |
| Great Point Wealth Advisors, LLC | 5,651 | $59.0 萬 | 0.22% | −200−3.4% | 減碼 |
| FSB Premier Wealth Management, Inc. | 5,673 | $59.2 萬 | 0.35% | +212+3.9% | 加碼 |
| FirstPurpose Wealth LLC | 5,668 | $59.2 萬 | 0.39% | +391+7.4% | 加碼 |
| Signature Estate & Investment Advisors LLC | 5,674 | $59.3 萬 | 0.03% | −126−2.2% | 減碼 |
| Element Wealth, LLC | 5,671 | $59.3 萬 | 0.55% | +199+3.6% | 加碼 |
| West Bancorporation Inc | 5,693 | $59.5 萬 | 0.44% | −420−6.9% | 減碼 |
| Centerpoint Advisors, LLC | 5,701 | $59.6 萬 | 0.32% | +720+14.5% | 加碼 |
| WealthTrust Axiom LLC | 5,717 | $59.7 萬 | 0.23% | −9−0.2% | 減碼 |
| Millennium Capital Advisors, LLC | 5,729 | $59.9 萬 | 0.63% | +252+4.6% | 加碼 |
| Whitcomb & Hess, Inc. | 5,728 | $59.9 萬 | 0.27% | −232−3.9% | 減碼 |
| Barnes Pettey Financial Advisors, LLC | 5,731 | $59.9 萬 | 0.82% | −10−0.2% | 減碼 |
| Powers Advisory Group, LLC | 5,729 | $59.9 萬 | 0.48% | +279+5.1% | 加碼 |
| Vicus Capital | 5,744 | $60.0 萬 | 0.07% | −11−0.2% | 減碼 |
| SBK Financial, Inc. | 5,747 | $60.1 萬 | 0.92% | −276−4.6% | 減碼 |
| Landaas & Co | 5,663 | $60.1 萬 | 0.38% | +5+0.1% | 加碼 |
| Cowen and Company, LLC | 5,775 | $60.3 萬 | 0.06% | −500−8.0% | 減碼 |
| Bellevue Asset Management, LLC | 5,648 | $60.4 萬 | 0.47% | −21−0.4% | 減碼 |
| Highland Financial Advisors, LLC | 5,800 | $60.6 萬 | 0.42% | −1,232−17.5% | 減碼 |
| Hurlow Wealth Management Group, Inc. | 5,805 | $60.7 萬 | 0.35% | −292−4.8% | 減碼 |
| Silicon Valley Capital Partners | 5,813 | $60.7 萬 | 0.13% | +959+19.8% | 加碼 |
| Norris Financial Group, LLC | 5,813 | $60.7 萬 | 0.56% | +16+0.3% | 加碼 |
| Thrive Wealth Management, LLC | 5,821 | $60.8 萬 | 0.21% | +528+10.0% | 加碼 |
| Legal Advantage Investments, Inc. | 5,818 | $60.8 萬 | 0.57% | +1,900+48.5% | 加碼 |
| McIlrath & Eck, LLC | 5,823 | $60.9 萬 | 0.17% | +253+4.5% | 加碼 |
| Humankind Investments LLC | 5,849 | $61.1 萬 | 0.29% | +935+19.0% | 加碼 |
| Cooper Financial Group | 5,859 | $61.2 萬 | 0.22% | +201+3.6% | 加碼 |
| Krane Funds Advisors LLC | 5,859 | $61.2 萬 | 0.03% | +331+6.0% | 加碼 |
| L2 Asset Management, LLC | 5,861 | $61.2 萬 | 0.46% | +726+14.1% | 加碼 |
| Cross Staff Investments Inc | 5,875 | $61.4 萬 | 0.69% | +10.0% | 加碼 |
| Greatmark Investment Partners, Inc. | 5,877 | $61.4 萬 | 0.12% | +115+2.0% | 加碼 |
| Fairview Capital Investment Management, LLC | 5,877 | $61.4 萬 | 0.04% | +168+2.9% | 加碼 |
| CFO4Life Group, LLC | 5,882 | $61.5 萬 | 0.16% | −245−4.0% | 減碼 |
| TLWM | 3,174 | $61.8 萬 | 0.29% | −4,455−58.4% | 減碼 |
| Buttonwood Financial Advisors Inc. | 5,657 | $61.9 萬 | 0.56% | −164−2.8% | 減碼 |
| Vision Capital Management, Inc. | 5,946 | $62.1 萬 | 0.13% | −355−5.6% | 減碼 |
| E Fund Management Co., Ltd. | 5,939 | $62.1 萬 | 0.06% | +107+1.8% | 加碼 |
| Matrix Trust Co | 5,938 | $62.1 萬 | 0.18% | +1,726+41.0% | 加碼 |
| Narus Financial Partners, LLC | 5,972 | $62.4 萬 | 0.39% | +200+3.5% | 加碼 |
| Pacer Advisors, Inc. | 5,979 | $62.5 萬 | 0.00% | −44,366−88.1% | 減碼 |
| Legacy Advisors, LLC | 5,983 | $62.5 萬 | 0.14% | −13−0.2% | 減碼 |
| Eagle Bay Advisors LLC | 5,978 | $62.5 萬 | 0.39% | +502+9.2% | 加碼 |
| Beaumont Asset Management, L.L.C. | 6,006 | $62.7 萬 | 0.50% | −12−0.2% | 減碼 |
| Angeles Wealth Management, LLC | 6,003 | $62.7 萬 | 0.12% | +1,486+32.9% | 加碼 |
| Disciplined Equity Management, Inc. | 6,010 | $62.8 萬 | 0.62% | +1,178+24.4% | 加碼 |
| BMS Financial Advisors, LLC | 6,015 | $62.9 萬 | 0.44% | −175−2.8% | 減碼 |
| Barden Capital Management, Inc. | 6,015 | $62.9 萬 | 0.73% | +6,015 | 新進 |
| Gray Wealth Management Inc. | 6,042 | $63.1 萬 | 0.40% | +215+3.7% | 加碼 |
| Reitz Capital Advisors LLC | 6,052 | $63.2 萬 | 0.58% | −600−9.0% | 減碼 |
| TFC Financial Management | 6,050 | $63.2 萬 | 0.20% | +1,050+21.0% | 加碼 |
| Wills Financial Group, Inc. | 6,051 | $63.2 萬 | 0.35% | +1,858+44.3% | 加碼 |
| Atlas Capital Advisors LLC | 6,057 | $63.3 萬 | 0.12% | −825−12.0% | 減碼 |
| Doheny Asset Management | 6,070 | $63.4 萬 | 0.64% | +6,070 | 新進 |
| Roberts Capital Advisors, LLC | 6,079 | $63.5 萬 | 0.92% | 00.0% | 不變 |
| Systematic Financial Management LP | 6,075 | $63.5 萬 | 0.02% | 00.0% | 不變 |
| Crumly & Associates Inc. | 6,096 | $63.7 萬 | 0.26% | −214−3.4% | 減碼 |
| Crew Capital Management, Ltd. | 6,100 | $63.7 萬 | 0.87% | 00.0% | 不變 |
| TCM Advisors, LLC | – | $63.7 萬 | 0.71% | – | – |
| Regent Peak Wealth Advisors LLC | 6,110 | $63.8 萬 | 0.22% | +218+3.7% | 加碼 |
| Rosenberg Matthew Hamilton | 6,116 | $63.9 萬 | 0.25% | +292+5.0% | 加碼 |
| Centiva Capital, LP | 6,129 | $64.0 萬 | 0.05% | −49,649−89.0% | 減碼 |
| Glassman Wealth Services | 6,125 | $64.0 萬 | 0.14% | +370+6.4% | 加碼 |
| KLK Capital Management LLC | 6,145 | $64.2 萬 | 0.85% | +6,145 | 新進 |
| Highline Wealth Partners LLC | 6,158 | $64.4 萬 | 0.52% | +6,158 | 新進 |
| Reynders McVeigh Capital Management, LLC | 6,167 | $64.5 萬 | 0.05% | −811−11.6% | 減碼 |