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 |
|---|---|---|---|---|---|
| Gyon Technologies Capital Management, LP | 52,367 | $547.2 萬 | 1.71% | +52,367 | 新進 |
| Foster & Motley Inc | 52,351 | $547.1 萬 | 0.52% | −7,280−12.2% | 減碼 |
| Lakeview Capital Partners, LLC | 52,336 | $546.9 萬 | 2.15% | +17,106+48.6% | 加碼 |
| Lombard Odier Asset Management (USA) Corp | 52,339 | $546.9 萬 | 0.78% | +33,543+178.5% | 加碼 |
| Clear Harbor Asset Management, LLC | 52,274 | $546.3 萬 | 0.76% | −9,001−14.7% | 減碼 |
| EagleClaw Capital Managment, LLC | 52,172 | $545.2 萬 | 1.53% | +1,168+2.3% | 加碼 |
| American Trust | 52,067 | $544.2 萬 | 0.46% | −3,082−5.6% | 減碼 |
| Metis Global Partners, LLC | 51,940 | $542.8 萬 | 0.87% | +3,357+6.9% | 加碼 |
| Ballentine Partners, LLC | 51,929 | $542.7 萬 | 0.19% | +5,719+12.4% | 加碼 |
| Veriti Management LLC | 51,769 | $541.0 萬 | 0.79% | −2,263−4.2% | 減碼 |
| EFG Asset Management (Americas) Corp. | 51,620 | $540.7 萬 | 1.37% | −19,775−27.7% | 減碼 |
| Covington Investment Advisors Inc. | 51,445 | $537.6 萬 | 1.39% | +2,819+5.8% | 加碼 |
| Essex Financial Services, Inc. | 51,325 | $536.4 萬 | 0.64% | +301+0.6% | 加碼 |
| Schulhoff & Co Inc | 51,219 | $535.2 萬 | 2.79% | +1,082+2.2% | 加碼 |
| Strategic Wealth Designers | 51,183 | $534.9 萬 | 1.54% | +5,710+12.6% | 加碼 |
| Bridge Creek Capital Management LLC | 51,115 | $534.2 萬 | 2.30% | +1,656+3.3% | 加碼 |
| American Money Management, LLC | 51,087 | $533.9 萬 | 1.63% | +2,224+4.6% | 加碼 |
| Avitas Wealth Management LLC | 50,982 | $532.8 萬 | 1.22% | +604+1.2% | 加碼 |
| Axxcess Wealth Management, LLC | 50,810 | $531.0 萬 | 0.53% | +1,894+3.9% | 加碼 |
| JB Capital LLC | 50,780 | $530.6 萬 | 0.58% | +16,772+49.3% | 加碼 |
| Gibraltar Capital Management, Inc. | 50,711 | $529.9 萬 | 2.71% | +2,082+4.3% | 加碼 |
| B & T Capital Management DBA Alpha Capital Management | 50,568 | $528.4 萬 | 1.40% | +2,072+4.3% | 加碼 |
| Harrell Investment Partners, LLC | 50,544 | $528.2 萬 | 2.21% | +1,363+2.8% | 加碼 |
| Roundview Capital LLC | 50,532 | $528.1 萬 | 0.67% | +341+0.7% | 加碼 |
| McRae Capital Management Inc | 50,516 | $527.9 萬 | 1.61% | +750+1.5% | 加碼 |
| FDx Advisors, Inc. | 50,418 | $526.9 萬 | 0.24% | −42,246−45.6% | 減碼 |
| IHT Wealth Management, LLC | 50,353 | $526.2 萬 | 0.40% | +7,795+18.3% | 加碼 |
| Ami Investment Management Inc | 50,255 | $525.2 萬 | 3.06% | −864−1.7% | 減碼 |
| Asahi Life Asset Management Co., Ltd. | 50,079 | $523.3 萬 | 1.62% | −4,523−8.3% | 減碼 |
| Bizma Investimentos Ltda | 50,000 | $522.5 萬 | 3.64% | 00.0% | 不變 |
| Journey Advisory Group, LLC | 50,000 | $522.5 萬 | 1.33% | +3,792+8.2% | 加碼 |
| Dana Investment Advisors, Inc. | 49,992 | $522.4 萬 | 0.30% | −98,121−66.2% | 減碼 |
| Exchange Traded Concepts, LLC | 49,806 | $520.5 萬 | 0.17% | +5,000+11.2% | 加碼 |
| Sargent Bickham Lagudis LLC | 49,746 | $519.8 萬 | 0.46% | −971−1.9% | 減碼 |
| Institutional & Family Asset Management, LLC | 49,738 | $519.8 萬 | 0.94% | +10,992+28.4% | 加碼 |
| Pariax, LLC | 49,420 | $516.4 萬 | 5.93% | +439+0.9% | 加碼 |
| Baldwin Investment Management, LLC | 49,371 | $515.9 萬 | 1.99% | −991−2.0% | 減碼 |
| Aviance Capital Partners, LLC | 49,347 | $515.7 萬 | 1.28% | −834−1.7% | 減碼 |
| Goelzer Investment Management, Inc. | 49,318 | $515.4 萬 | 0.51% | −12,714−20.5% | 減碼 |
| Brave Asset Management Inc | 49,306 | $515.2 萬 | 2.65% | +2,771+6.0% | 加碼 |
| Red Door Wealth Management, LLC | 49,073 | $512.8 萬 | 1.94% | +1,890+4.0% | 加碼 |
| GDS Wealth Management | 48,905 | $511.1 萬 | 1.14% | +2,201+4.7% | 加碼 |
| Elk River Wealth Management, LLC | 48,748 | $509.4 萬 | 1.34% | +815+1.7% | 加碼 |
| Frisch Financial Group, Inc. | 48,738 | $509.3 萬 | 2.16% | +449+0.9% | 加碼 |
| Adalta Capital Management LLC | 48,599 | $507.9 萬 | 3.65% | 00.0% | 不變 |
| Harbour Capital Advisors, LLC | 48,313 | $507.2 萬 | 1.76% | −181−0.4% | 減碼 |
| Garland Capital Management Inc | 48,470 | $506.5 萬 | 4.41% | +1,175+2.5% | 加碼 |
| Baker Ellis Asset Management LLC | 48,343 | $505.2 萬 | 1.10% | +1,994+4.3% | 加碼 |
| Whalerock Point Partners, LLC | 48,277 | $504.5 萬 | 2.22% | +452+0.9% | 加碼 |
| Wittenberg Investment Management, Inc. | 48,182 | $503.5 萬 | 2.14% | −110−0.2% | 減碼 |
| Beacon Financial Group | 47,415 | $503.4 萬 | 0.78% | +253+0.5% | 加碼 |
| Rpo LLC | 48,007 | $501.7 萬 | 1.31% | +11,300+30.8% | 加碼 |
| Wright Investors Service Inc | 47,991 | $501.5 萬 | 1.58% | −4,503−8.6% | 減碼 |
| Toroso Investments, LLC | 47,851 | $500.0 萬 | 0.21% | +14,661+44.2% | 加碼 |
| Wellington Shields & Co., LLC | 47,840 | $499.9 萬 | 2.18% | +30+0.1% | 加碼 |
| Wintrust Investments LLC | 47,801 | $499.5 萬 | 0.63% | +220.0% | 加碼 |
| Horizon Investments, LLC | 48,176 | $499.0 萬 | 0.16% | +21,477+80.4% | 加碼 |
| Merit Financial Group, LLC | 47,704 | $498.5 萬 | 0.22% | −15,821−24.9% | 減碼 |
| McKinley Capital Management LLC /Delaware | 47,670 | $498.2 萬 | 0.68% | 00.0% | 不變 |
| Cumberland Advisors Inc | 47,615 | $497.6 萬 | 1.98% | −200−0.4% | 減碼 |
| Buckingham Capital Management, Inc. | 47,472 | $496.1 萬 | 0.96% | −10,213−17.7% | 減碼 |
| Citizens National Bank Trust Department | 47,453 | $495.9 萬 | 1.53% | −2,210−4.4% | 減碼 |
| Ascent Wealth Partners, LLC | 47,351 | $494.8 萬 | 1.18% | −4,044−7.9% | 減碼 |
| PFG Advisors | 47,341 | $494.7 萬 | 0.57% | +3,840+8.8% | 加碼 |
| Stony Point Wealth Management Inc. | 47,248 | $493.7 萬 | 3.66% | −2,120−4.3% | 減碼 |
| Westfield Capital Management Co LP | 47,238 | $493.6 萬 | 0.04% | −1,013−2.1% | 減碼 |
| Ipswich Investment Management Co., Inc. | 47,037 | $491.5 萬 | 1.56% | −1,904−3.9% | 減碼 |
| Berkshire Bank | 46,751 | $488.5 萬 | 1.49% | −86−0.2% | 減碼 |
| Smithbridge Asset Management Inc | 46,646 | $487.4 萬 | 2.00% | +1,461+3.2% | 加碼 |
| Souders Financial Advisors | 46,570 | $486.7 萬 | 1.32% | +2,641+6.0% | 加碼 |
| Asset Planning Services Inc | 46,532 | $486.3 萬 | 3.42% | −100−0.2% | 減碼 |
| Davy Global Fund Management Ltd | 46,522 | $486.2 萬 | 1.09% | +685+1.5% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 46,357 | $484.4 萬 | 1.09% | −2,789−5.7% | 減碼 |
| Community Bank & Trust, Waco, Texas | 46,353 | $484.4 萬 | 1.72% | +402+0.9% | 加碼 |
| Marietta Wealth Management, LLC | 46,355 | $484.4 萬 | 1.21% | +2,348+5.3% | 加碼 |
| Parthenon LLC | 46,161 | $482.4 萬 | 0.87% | −1,431−3.0% | 減碼 |
| Brown Miller Wealth Management, LLC | 46,066 | $481.3 萬 | 3.41% | +1,743+3.9% | 加碼 |
| RBF Capital, LLC | 46,000 | $480.8 萬 | 0.41% | 00.0% | 不變 |
| Gamble Jones Investment Counsel | 45,914 | $479.8 萬 | 0.39% | +1,917+4.4% | 加碼 |
| Two Sigma Securities, LLC | 45,881 | $479.5 萬 | 0.68% | +37,160+426.1% | 加碼 |
| Shorepoint Capital Partners LLC | 45,867 | $479.3 萬 | 2.29% | +2,379+5.5% | 加碼 |
| Fluent Financial, LLC | 45,755 | $478.1 萬 | 2.62% | +4,371+10.6% | 加碼 |
| Principal Street Partners, LLC | 45,718 | $477.7 萬 | 1.27% | +4,334+10.5% | 加碼 |
| LVW Advisors, LLC | 45,675 | $477.3 萬 | 1.08% | +2,009+4.6% | 加碼 |
| Farmers & Merchants Trust Co of Long Beach | 45,628 | $476.8 萬 | 1.49% | +278+0.6% | 加碼 |
| Wipfli Financial Advisors LLC, | 45,616 | $476.7 萬 | 0.34% | +45,616 | 新進 |
| Private Trust Co NA | 45,471 | $475.2 萬 | 0.77% | −683−1.5% | 減碼 |
| Jacobi Capital Management LLC | 45,474 | $475.2 萬 | 0.65% | +4,908+12.1% | 加碼 |
| Highlander Partners, L.P. | 45,400 | $474.4 萬 | 7.06% | +16,400+56.6% | 加碼 |
| Alpha Omega Wealth Management LLC | 45,318 | $473.6 萬 | 0.90% | +1,162+2.6% | 加碼 |
| Cornerstone Wealth Group, LLC | 45,314 | $473.5 萬 | 1.05% | +3,414+8.1% | 加碼 |
| RFG Advisory, LLC | 35,923 | $472.2 萬 | 0.27% | −3,014−7.7% | 減碼 |
| Stokes Capital Advisors, LLC | 45,127 | $471.6 萬 | 1.75% | +2,883+6.8% | 加碼 |
| Traynor Capital Management, Inc. | 45,125 | $471.5 萬 | 0.84% | −2,551−5.4% | 減碼 |
| Nelson Capital Management, LLC | 45,051 | $470.8 萬 | 1.38% | −669−1.5% | 減碼 |
| Parkwood LLC | 45,042 | $470.7 萬 | 1.00% | +1,339+3.1% | 加碼 |
| Compton Capital Management Inc | 44,989 | $470.1 萬 | 3.15% | −4,651−9.4% | 減碼 |
| Meridian Wealth Advisors, LLC | 44,834 | $468.5 萬 | 1.32% | −2,198−4.7% | 減碼 |
| Strategic Advisors LLC | 44,785 | $468.0 萬 | 1.04% | +516+1.2% | 加碼 |
| Guyasuta Investment Advisors Inc | 44,673 | $466.8 萬 | 0.40% | −700−1.5% | 減碼 |