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 |
|---|---|---|---|---|---|
| Mark Stevens | 61,981 | $647.7 萬 | 0.91% | −4,781−7.2% | 減碼 |
| Inlet Private Wealth, LLC | 61,960 | $647.5 萬 | 1.93% | +1,503+2.5% | 加碼 |
| ExodusPoint Capital Management, LP | 61,946 | $647.3 萬 | 0.09% | −143,543−69.9% | 減碼 |
| BKD Wealth Advisors, LLC | 61,920 | $647.1 萬 | 0.26% | +2,949+5.0% | 加碼 |
| Sigma Investment Counselors Inc | 61,795 | $645.8 萬 | 0.55% | −171−0.3% | 減碼 |
| Pitcairn Co | 26,722 | $645.0 萬 | 0.72% | −1,131−4.1% | 減碼 |
| Ropes Wealth Advisors LLC | 61,694 | $644.7 萬 | 1.35% | +2,976+5.1% | 加碼 |
| Old Second National Bank of Aurora | 61,622 | $643.9 萬 | 1.98% | −1,193−1.9% | 減碼 |
| Baldwin Brothers Inc | 61,543 | $643.1 萬 | 0.89% | −2,506−3.9% | 減碼 |
| Sowell Financial Services LLC | 61,433 | $642.0 萬 | 0.65% | +2,712+4.6% | 加碼 |
| Gladstone Institutional Advisory LLC | 61,286 | $640.4 萬 | 0.50% | +2,598+4.4% | 加碼 |
| Camden National Bank | 60,992 | $637.3 萬 | 1.42% | −240.0% | 減碼 |
| Carmel Capital Management L.L.C. | 60,923 | $636.6 萬 | 4.16% | +2,105+3.6% | 加碼 |
| Credit Agricole S A | 60,840 | $635.9 萬 | 0.21% | −10,164−14.3% | 減碼 |
| Edgar Lomax Co | 60,845 | $635.8 萬 | 0.44% | −605−1.0% | 減碼 |
| Naples Global Advisors, LLC | 60,792 | $635.3 萬 | 0.87% | +1,854+3.1% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 60,761 | $634.9 萬 | 0.52% | +6,596+12.2% | 加碼 |
| Venator Management LLC | 60,733 | $634.7 萬 | 2.71% | −565−0.9% | 減碼 |
| Hartford Financial Management Inc. | 60,598 | $633.2 萬 | 1.86% | +1,255+2.1% | 加碼 |
| Perennial Advisors, LLC | 60,510 | $632.3 萬 | 2.07% | +375+0.6% | 加碼 |
| Stokes Family Office, LLC | 60,414 | $631.3 萬 | 0.90% | +1,784+3.0% | 加碼 |
| Citizens Business Bank | 60,258 | $629.7 萬 | 1.54% | −32,394−35.0% | 減碼 |
| Boyar Asset Management Inc. | 60,153 | $628.6 萬 | 5.18% | +2,716+4.7% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 60,049 | $627.5 萬 | 0.41% | −1,439−2.3% | 減碼 |
| Nwi Management LP | 60,000 | $627.0 萬 | 1.35% | 00.0% | 不變 |
| Boston Financial Mangement LLC | 59,877 | $625.7 萬 | 0.27% | +29,102+94.6% | 加碼 |
| Walter & Keenan Financial Consulting Co | 59,562 | $622.4 萬 | 2.64% | +7,336+14.0% | 加碼 |
| Sumitomo Life Insurance Co | 59,441 | $621.2 萬 | 0.26% | −4,795−7.5% | 減碼 |
| Security Asset Management | 59,436 | $621.1 萬 | 3.73% | −293−0.5% | 減碼 |
| Terry L. Blaker | 59,372 | $620.5 萬 | 0.62% | +1,792+3.1% | 加碼 |
| Zuckerman Investment Group, LLC | 59,192 | $618.6 萬 | 1.16% | +26,321+80.1% | 加碼 |
| Independent Investors Inc | 59,149 | $618.1 萬 | 1.76% | 00.0% | 不變 |
| Live Oak Private Wealth LLC | 59,131 | $617.9 萬 | 1.39% | +1,873+3.3% | 加碼 |
| Fulcrum Capital LLC | 59,119 | $617.8 萬 | 1.83% | −550−0.9% | 減碼 |
| Cipher Capital LP | 59,115 | $617.8 萬 | 1.00% | +44,794+312.8% | 加碼 |
| XML Financial, LLC | 59,041 | $617.0 萬 | 0.86% | +38,086+181.8% | 加碼 |
| Bard Financial Services, Inc. | 59,015 | $616.7 萬 | 0.58% | +500+0.9% | 加碼 |
| Bank of Hawaii | 58,998 | $616.6 萬 | 0.42% | −320−0.5% | 減碼 |
| Gifford Fong Associates | 58,800 | $614.5 萬 | 1.52% | 00.0% | 不變 |
| Power Corp of Canada | 58,785 | $614.3 萬 | 0.91% | 00.0% | 不變 |
| Royal Fund Management, LLC | 58,526 | $611.6 萬 | 1.13% | −2,443−4.0% | 減碼 |
| Thoroughbred Financial Services, LLC | 58,450 | $610.8 萬 | 1.16% | −678−1.1% | 減碼 |
| Lynch & Associates | 58,388 | $610.2 萬 | 1.79% | +1,954+3.5% | 加碼 |
| Harvey Capital Management Inc | 57,852 | $604.5 萬 | 2.62% | −440−0.8% | 減碼 |
| North Star Asset Management Inc | 57,794 | $604.0 萬 | 0.41% | +1,895+3.4% | 加碼 |
| Stolper Co | 57,785 | $603.9 萬 | 2.98% | +1,580+2.8% | 加碼 |
| Profund Advisors LLC | 57,754 | $603.5 萬 | 0.43% | −1,624−2.7% | 減碼 |
| Princeton Global Asset Management LLC | 57,680 | $602.8 萬 | 2.10% | −223−0.4% | 減碼 |
| Arrow Financial Corp | 57,661 | $602.6 萬 | 0.88% | +90.0% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 57,567 | $601.6 萬 | 0.08% | −80.0% | 減碼 |
| Rocky Mountain Advisers, LLC | 57,516 | $601.0 萬 | 7.82% | +250.0% | 加碼 |
| Cyrus J. Lawrence, LLC | 57,488 | $600.7 萬 | 1.78% | −256−0.4% | 減碼 |
| Apriem Advisors | 57,355 | $599.4 萬 | 1.08% | 00.0% | 不變 |
| HAP Trading, LLC | 57,321 | $599.0 萬 | 0.77% | +38,545+205.3% | 加碼 |
| Fulton Bank, N.A. | 57,317 | $598.9 萬 | 0.36% | +14,092+32.6% | 加碼 |
| Paradiem, LLC | 57,266 | $598.4 萬 | 2.31% | 00.0% | 不變 |
| Mengis Capital Management, Inc. | 57,115 | $596.8 萬 | 1.41% | −3,353−5.5% | 減碼 |
| Family Capital Trust Co | 57,017 | $595.8 萬 | 2.73% | −60−0.1% | 減碼 |
| Andesa Financial Management Inc. | 56,919 | $594.4 萬 | 2.08% | +27,633+94.4% | 加碼 |
| Mirador Capital Partners LP | 56,783 | $593.4 萬 | 1.43% | +276+0.5% | 加碼 |
| Cutler Investment Counsel LLC | 56,358 | $588.9 萬 | 0.98% | −124−0.2% | 減碼 |
| Pathstone Family Office, LLC | 54,402 | $583.3 萬 | 0.11% | +21,635+66.0% | 加碼 |
| Autus Asset Management, LLC | 55,802 | $583.2 萬 | 1.12% | +177+0.3% | 加碼 |
| Bray Capital Advisors | 55,802 | $583.1 萬 | 1.83% | +277+0.5% | 加碼 |
| McGinn Investment Management, Inc. | 55,733 | $582.4 萬 | 5.01% | +246+0.4% | 加碼 |
| Boyer & Corporon Wealth Management, LLC | 55,697 | $582.0 萬 | 2.11% | +1,298+2.4% | 加碼 |
| Martin Capital Partners, LLC | 55,627 | $581.3 萬 | 2.70% | +4,823+9.5% | 加碼 |
| KG&L Capital Management,LLC | 55,552 | $580.5 萬 | 3.28% | +571+1.0% | 加碼 |
| Next Level Private LLC | 52,558 | $580.2 萬 | 5.11% | +15,616+42.3% | 加碼 |
| Pine Ridge Advisers LLC | 55,500 | $580.0 萬 | 1.80% | 00.0% | 不變 |
| Wealth Enhancement Advisory Services, LLC | 54,691 | $579.6 萬 | 0.08% | −47,838−46.7% | 減碼 |
| M&R Capital Management Inc | 55,362 | $578.5 萬 | 1.63% | +34+0.1% | 加碼 |
| Fundamentun, LLC | 55,319 | $578.1 萬 | 1.17% | −4,422−7.4% | 減碼 |
| Vestor Capital, LLC | 55,167 | $576.5 萬 | 0.76% | −26,317−32.3% | 減碼 |
| Bangor Savings Bank | 55,103 | $575.9 萬 | 0.66% | +2,486+4.7% | 加碼 |
| Wealth Advisory Solutions, LLC | 55,015 | $574.9 萬 | 1.59% | −449−0.8% | 減碼 |
| Rench Wealth Management, Inc. | 54,945 | $574.2 萬 | 3.22% | +425+0.8% | 加碼 |
| First Western Trust Bank | 54,875 | $573.5 萬 | 0.39% | −1,795−3.2% | 減碼 |
| Quantbot Technologies LP | 54,634 | $570.9 萬 | 0.43% | +54,634 | 新進 |
| Investment Management of Virginia LLC | 54,567 | $570.2 萬 | 1.23% | +831+1.5% | 加碼 |
| WESPAC Advisors SoCal, LLC | 45,269 | $569.8 萬 | 2.38% | +45,269 | 新進 |
| First Interstate Bank | 54,517 | $569.7 萬 | 0.46% | +2,920+5.7% | 加碼 |
| Global Retirement Partners, LLC | 45,249 | $569.6 萬 | 0.43% | +2,307+5.4% | 加碼 |
| River Wealth Advisors LLC | 54,226 | $566.7 萬 | 1.22% | −4,097−7.0% | 減碼 |
| Saber Capital Managment, LLC | 54,216 | $566.6 萬 | 6.12% | +54,216 | 新進 |
| Sompo Asset Management Co., Ltd. | 54,110 | $565.4 萬 | 1.44% | +1,230+2.3% | 加碼 |
| Miracle Mile Advisors, LLC | 54,097 | $565.3 萬 | 0.26% | +1,712+3.3% | 加碼 |
| Buck Wealth Strategies, LLC | 38,897 | $564.1 萬 | 2.64% | +38,897 | 新進 |
| Radnor Capital Management, LLC | 53,940 | $563.7 萬 | 1.63% | −180−0.3% | 減碼 |
| Capstone Financial Advisors, Inc. | 53,845 | $562.7 萬 | 0.52% | +738+1.4% | 加碼 |
| Ballast Advisors LLC | 53,609 | $560.2 萬 | 2.62% | +944+1.8% | 加碼 |
| Cardinal Capital Management | 53,529 | $559.4 萬 | 1.32% | +1,165+2.2% | 加碼 |
| Signaturefd, LLC | 53,421 | $558.3 萬 | 0.19% | +3,664+7.4% | 加碼 |
| Pacific Global Investment Management CO | 53,308 | $557.1 萬 | 1.35% | +650+1.2% | 加碼 |
| Pittenger & Anderson Inc | 53,262 | $556.6 萬 | 0.33% | +2,681+5.3% | 加碼 |
| Redmond Asset Management, LLC | 53,234 | $556.3 萬 | 2.07% | +276+0.5% | 加碼 |
| First Hawaiian Bank | 52,894 | $552.8 萬 | 0.21% | +1,296+2.5% | 加碼 |
| Windward Capital Management Co | 52,821 | $551.9 萬 | 0.62% | +65+0.1% | 加碼 |
| Harbor Investment Advisory, LLC | 52,741 | $551.1 萬 | 0.91% | −1,127−2.1% | 減碼 |
| HGK Asset Management Inc | 52,709 | $550.8 萬 | 2.05% | +4,516+9.4% | 加碼 |