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 5,158 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 | 5,158 | $6,437 億 |
| 2026 年第 1 季 | 5,103 | $5,720 億 |
| 2025 年第 4 季 | 5,154 | $6,395 億 |
| 2025 年第 3 季 | 4,765 | $6,180 億 |
| 2025 年第 2 季 | 4,752 | $5,824 億 |
| 2025 年第 1 季 | 4,679 | $4,946 億 |
| 2024 年第 4 季 | 4,680 | $4,900 億 |
| 2024 年第 3 季 | 4,215 | $4,294 億 |
| 2024 年第 2 季 | 4,181 | $4,162 億 |
| 2024 年第 1 季 | 4,120 | $4,145 億 |
| 2023 年第 4 季 | 4,001 | $3,518 億 |
| 2023 年第 3 季 | 3,710 | $2,970 億 |
| 2023 年第 2 季 | 3,672 | $2,976 億 |
| 2023 年第 1 季 | 3,612 | $2,663 億 |
| 2022 年第 4 季 | 3,628 | $2,783 億 |
| 2022 年第 3 季 | 3,395 | $2,129 億 |
| 2022 年第 2 季 | 3,427 | $2,293 億 |
| 2022 年第 1 季 | 3,519 | $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 |
|---|---|---|---|---|---|
| Xcel Wealth Management, LLC | 74,212 | $775.5 萬 | 2.89% | +8,929+13.7% | 加碼 |
| Boenning & Scattergood, Inc. | 74,192 | $775.3 萬 | 1.58% | +837+1.1% | 加碼 |
| Greenwood Capital Associates LLC | 74,160 | $774.9 萬 | 1.33% | +5,696+8.3% | 加碼 |
| WoodTrust Financial Corp | 73,940 | $772.7 萬 | 1.74% | +4,482+6.5% | 加碼 |
| Iowa State Bank | 73,815 | $771.3 萬 | 2.19% | +2,084+2.9% | 加碼 |
| Allworth Financial LP | 73,556 | $768.7 萬 | 0.10% | +13,195+21.9% | 加碼 |
| Empirical Finance, LLC | 73,150 | $764.4 萬 | 0.91% | +11,575+18.8% | 加碼 |
| Stoneridge Investment Partners LLC | 73,012 | $763.0 萬 | 4.49% | +18,275+33.4% | 加碼 |
| Wellington Shields Capital Management, LLC | 155,789 | $762.7 萬 | 1.81% | −7,655−4.7% | 減碼 |
| Valicenti Advisory Services Inc | 72,756 | $760.3 萬 | 2.78% | −294−0.4% | 減碼 |
| Cohen Klingenstein LLC | 72,700 | $759.7 萬 | 0.40% | 00.0% | 不變 |
| Tompkins Financial Corp | 72,512 | $757.7 萬 | 1.28% | +1,740+2.5% | 加碼 |
| JGP Wealth Management, LLC | 71,493 | $757.7 萬 | 1.59% | +3,032+4.4% | 加碼 |
| Strategy Asset Managers LLC | 72,438 | $757.0 萬 | 2.06% | −3,243−4.3% | 減碼 |
| Spinnaker Trust | 71,592 | $748.1 萬 | 0.62% | +2,295+3.3% | 加碼 |
| Trust Co of Toledo NA | 71,542 | $747.6 萬 | 1.45% | −1,116−1.5% | 減碼 |
| Shelton Capital Management | 71,511 | $747.3 萬 | 0.36% | +168+0.2% | 加碼 |
| Integrated Wealth Concepts LLC | 71,242 | $744.5 萬 | 0.24% | −130−0.2% | 減碼 |
| Northern Oak Wealth Management Inc | 70,934 | $741.3 萬 | 1.11% | −867−1.2% | 減碼 |
| Griffin Asset Management, Inc. | 70,806 | $739.9 萬 | 1.23% | +284+0.4% | 加碼 |
| Constitution Capital LLC | 70,708 | $738.9 萬 | 4.94% | +10,875+18.2% | 加碼 |
| Pettee Investors, Inc. | 70,579 | $737.6 萬 | 3.96% | −3,425−4.6% | 減碼 |
| Mount Yale Investment Advisors, LLC | 70,425 | $735.9 萬 | 0.98% | +5,079+7.8% | 加碼 |
| Boston Family Office LLC | 70,306 | $734.6 萬 | 0.65% | +2,310+3.4% | 加碼 |
| Western Wealth Management, LLC | 66,402 | $730.7 萬 | 0.42% | +8,630+14.9% | 加碼 |
| WealthPlan Investment Management, LLC | 55,473 | $729.4 萬 | 0.53% | +55,473 | 新進 |
| Sumitomo Mitsui Financial Group, Inc. | 69,544 | $726.7 萬 | 0.31% | −1,515−2.1% | 減碼 |
| Altrafin AG | 69,522 | $726.5 萬 | 4.35% | +4,284+6.6% | 加碼 |
| Legacy Private Trust Co. | 69,393 | $725.2 萬 | 0.69% | −3,190−4.4% | 減碼 |
| Vestcor Inc | 69,204 | $723.2 萬 | 0.27% | +485+0.7% | 加碼 |
| Freemont Management S.A. | 69,100 | $722.1 萬 | 1.32% | −1,700−2.4% | 減碼 |
| AMG National Trust Bank | 68,953 | $720.6 萬 | 0.27% | +13,110+23.5% | 加碼 |
| Gotham Asset Management, LLC | 68,692 | $717.8 萬 | 0.22% | +22,947+50.2% | 加碼 |
| Graypoint LLC | 68,557 | $716.4 萬 | 0.92% | +4,384+6.8% | 加碼 |
| Graves-Light Private Wealth Management, Inc. | 68,494 | $715.8 萬 | 1.19% | −712−1.0% | 減碼 |
| Pettyjohn, Wood & White, Inc | 68,493 | $715.8 萬 | 1.91% | +380+0.6% | 加碼 |
| Skylands Capital, LLC | 68,150 | $712.2 萬 | 1.17% | −2,400−3.4% | 減碼 |
| D L Carlson Investment Group Inc | 68,096 | $711.6 萬 | 1.55% | −785−1.1% | 減碼 |
| Buffington Mohr McNeal | 67,963 | $710.2 萬 | 1.71% | −200.0% | 減碼 |
| Private Advisory Group LLC | 67,891 | $709.5 萬 | 1.62% | −21,053−23.7% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 67,753 | $708.0 萬 | 0.04% | +5,800+9.4% | 加碼 |
| Capula Management Ltd | 67,729 | $707.8 萬 | 0.87% | +52,050+332.0% | 加碼 |
| Grand Jean Capital Management Inc | 67,709 | $707.5 萬 | 3.14% | −38,599−36.3% | 減碼 |
| Resources Investment Advisors, LLC. | 67,681 | $707.2 萬 | 0.26% | +15,523+29.8% | 加碼 |
| Visionary Wealth Advisors | 67,573 | $706.1 萬 | 0.73% | −4,869−6.7% | 減碼 |
| Heritage Trust Co | 67,559 | $706.0 萬 | 1.23% | +114+0.2% | 加碼 |
| Ar Asset Management Inc | 67,531 | $705.7 萬 | 2.11% | 00.0% | 不變 |
| Gyroscope Capital Management Group, LLC | 67,535 | $705.7 萬 | 2.73% | +6,456+10.6% | 加碼 |
| Motley Fool Asset Management LLC | 67,313 | $703.4 萬 | 0.69% | +190+0.3% | 加碼 |
| Allied Investment Advisors, LLC | 67,298 | $703.3 萬 | 2.62% | +3,411+5.3% | 加碼 |
| Woodstock Corp | 67,220 | $702.5 萬 | 1.05% | +1,401+2.1% | 加碼 |
| Strategic Global Advisors, LLC | 67,191 | $702.1 萬 | 1.17% | −23,835−26.2% | 減碼 |
| Barbara Oil Co. | 67,000 | $700.2 萬 | 3.84% | 00.0% | 不變 |
| Parallel Advisors, LLC | 66,924 | $699.4 萬 | 0.32% | +1,375+2.1% | 加碼 |
| Keystone Financial Planning, Inc. | 66,907 | $699.2 萬 | 2.69% | +63,181+1,695.7% | 加碼 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 65,837 | $698.1 萬 | 1.62% | 00.0% | 不變 |
| Dorsey & Whitney Trust CO LLC | 66,677 | $696.8 萬 | 0.73% | +10,925+19.6% | 加碼 |
| FourThought Financial, LLC | 66,491 | $694.8 萬 | 1.03% | +3,566+5.7% | 加碼 |
| Oak Harvest Investment Services | 66,315 | $693.0 萬 | 1.85% | +1,555+2.4% | 加碼 |
| Perigon Wealth Management, LLC | 66,217 | $692.0 萬 | 0.60% | −2,046−3.0% | 減碼 |
| Davis-Rea Ltd. | 66,066 | $690.4 萬 | 4.43% | −67,450−50.5% | 減碼 |
| Pioneer Trust Bank N A | 65,893 | $688.6 萬 | 2.34% | +2,894+4.6% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 65,553 | $685.0 萬 | 0.77% | +9,105+16.1% | 加碼 |
| HighTower Trust Services, LTA | 65,412 | $683.6 萬 | 0.75% | +65,412 | 新進 |
| Sara-Bay Financial | 65,395 | $683.4 萬 | 3.80% | +580+0.9% | 加碼 |
| Dynamic Advisor Solutions LLC | 65,349 | $682.9 萬 | 0.52% | +3,937+6.4% | 加碼 |
| Dorchester Wealth Management Co | 65,103 | $680.3 萬 | 1.50% | +1,030+1.6% | 加碼 |
| Aj Wealth Strategies, LLC | 65,009 | $679.3 萬 | 0.40% | +38,415+144.4% | 加碼 |
| Fort Sheridan Advisors LLC | 64,978 | $679.0 萬 | 2.29% | +5,784+9.8% | 加碼 |
| Bernzott Capital Advisors | 64,851 | $677.7 萬 | 0.93% | +40,221+163.3% | 加碼 |
| Hoertkorn Richard Charles | 64,823 | $677.4 萬 | 3.88% | +75+0.1% | 加碼 |
| Wolverine Asset Management LLC | 64,686 | $675.9 萬 | 0.10% | −13,557−17.3% | 減碼 |
| BancorpSouth Bank | 64,651 | $675.6 萬 | 0.70% | +52,570+435.1% | 加碼 |
| Farmers National Bank | 64,644 | $675.5 萬 | 2.71% | +1,507+2.4% | 加碼 |
| Hyperion Capital Advisors LP | 64,624 | $675.3 萬 | 3.33% | +64,624 | 新進 |
| Cypress Asset Management Inc | 64,599 | $675.1 萬 | 2.58% | −700−1.1% | 減碼 |
| Laurel Wealth Advisors LLC | 64,477 | $673.8 萬 | 1.71% | +2,872+4.7% | 加碼 |
| Hills Bank & Trust Co | 64,411 | $673.1 萬 | 0.99% | +1,053+1.7% | 加碼 |
| Level Four Advisory Services, LLC | 64,308 | $672.0 萬 | 0.65% | +2,774+4.5% | 加碼 |
| HRT Financial LP | 64,217 | $671.0 萬 | 0.07% | −407,632−86.4% | 減碼 |
| Fagan Associates, Inc. | 64,165 | $670.5 萬 | 1.87% | +274+0.4% | 加碼 |
| Apollon Wealth Management, LLC | 64,130 | $670.2 萬 | 0.55% | +3,326+5.5% | 加碼 |
| Bridgecreek Investment Management, LLC | 63,740 | $666.1 萬 | 1.42% | +915+1.5% | 加碼 |
| Semmax Financial Advisors Inc. | 50,477 | $663.1 萬 | 2.81% | +13,047+34.9% | 加碼 |
| One Capital Management, LLC | 63,420 | $662.7 萬 | 0.39% | +1,534+2.5% | 加碼 |
| Alerus Financial NA | 63,317 | $661.6 萬 | 0.66% | −27,545−30.3% | 減碼 |
| Belpointe Asset Management LLC | 63,270 | $661.3 萬 | 0.45% | −14,575−18.7% | 減碼 |
| Savant Capital, LLC | 63,116 | $659.6 萬 | 0.21% | +994+1.6% | 加碼 |
| Wells Trecaso Financial Group, LLC | 62,905 | $657.4 萬 | 3.61% | +678+1.1% | 加碼 |
| Moody National Bank Trust Division | 62,837 | $656.7 萬 | 0.68% | +760+1.2% | 加碼 |
| Douglass Winthrop Advisors, LLC | 62,785 | $656.1 萬 | 0.20% | −722,489−92.0% | 減碼 |
| Plimoth Trust Co LLC | 62,724 | $655.5 萬 | 2.27% | −1,267−2.0% | 減碼 |
| Walleye Capital LLC | 62,693 | $655.1 萬 | 0.15% | +62,693 | 新進 |
| Geneos Wealth Management Inc. | 62,680 | $655.0 萬 | 0.45% | −24,532−28.1% | 減碼 |
| Chicago Capital, LLC | 62,407 | $652.2 萬 | 0.38% | −601−1.0% | 減碼 |
| Redpoint Investment Management Pty Ltd | 62,222 | $650.2 萬 | 0.96% | −11,423−15.5% | 減碼 |
| Buckingham Strategic Wealth, LLC | 62,180 | $649.8 萬 | 0.13% | +154+0.2% | 加碼 |
| Ritholtz Wealth Management | 62,100 | $648.9 萬 | 0.34% | +21,262+52.1% | 加碼 |
| Sarasin & Partners LLP | 62,061 | $648.5 萬 | 0.09% | −59,183−48.8% | 減碼 |
| Meiji Yasuda Life Insurance Co | 62,001 | $647.9 萬 | 0.15% | +5,365+9.5% | 加碼 |