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 |
|---|---|---|---|---|---|
| Hallmark Capital Management Inc | 44,554 | $465.6 萬 | 0.46% | −1,867−4.0% | 減碼 |
| Patient Capital Management, LLC | 44,450 | $464.5 萬 | 2.36% | +4,350+10.8% | 加碼 |
| SevenBridge Financial Group, LLC | 44,291 | $462.8 萬 | 1.57% | +1,129+2.6% | 加碼 |
| American National Bank | 44,102 | $460.9 萬 | 1.10% | +1,854+4.4% | 加碼 |
| Point72 Europe (London) LLP | 44,100 | $460.8 萬 | 1.47% | +44,100 | 新進 |
| BDO Wealth Advisors, LLC | 44,068 | $460.5 萬 | 0.61% | +910+2.1% | 加碼 |
| Lake Street Advisors Group, LLC | 43,972 | $459.5 萬 | 0.33% | −2,400−5.2% | 減碼 |
| Selway Asset Management | 43,797 | $457.7 萬 | 2.67% | −1,123−2.5% | 減碼 |
| Canal Capital Management, LLC | 43,554 | $455.1 萬 | 1.33% | +7,143+19.6% | 加碼 |
| Bradley & Co. Private Wealth Management, LLC | 43,439 | $453.9 萬 | 5.41% | +1,453+3.5% | 加碼 |
| Centaurus Financial, Inc. | 43,361 | $453.1 萬 | 0.44% | +536+1.3% | 加碼 |
| Paradigm Asset Management Co LLC | 43,291 | $452.4 萬 | 1.51% | −1,300−2.9% | 減碼 |
| Greenline Partners, LLC | 43,282 | $452.3 萬 | 1.03% | −144−0.3% | 減碼 |
| Schmidt P J Investment Management Inc | 36,930 | $451.4 萬 | 1.09% | −824−2.2% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 43,078 | $450.2 萬 | 0.38% | +4,973+13.1% | 加碼 |
| LeJeune Puetz Investment Counsel LLC | 43,022 | $449.6 萬 | 1.85% | +1,400+3.4% | 加碼 |
| City Holding Co | 42,924 | $448.5 萬 | 0.89% | −257−0.6% | 減碼 |
| Bridgewater Advisors Inc. | 42,902 | $448.3 萬 | 1.24% | +5,470+14.6% | 加碼 |
| Boyd Watterson Asset Management LLC | 42,798 | $447.2 萬 | 2.03% | +108+0.3% | 加碼 |
| Harbor Advisory Corp | 42,778 | $447.0 萬 | 2.06% | −1,802−4.0% | 減碼 |
| Concentric Wealth Management, LLC | 42,685 | $446.1 萬 | 1.64% | +446+1.1% | 加碼 |
| Laurel Wealth Advisors, Inc. | 43,088 | $445.2 萬 | 0.47% | +1,558+3.8% | 加碼 |
| Philadelphia Trust Co | 42,577 | $444.9 萬 | 0.50% | −3,265−7.1% | 減碼 |
| Arjuna Capital | 42,505 | $444.2 萬 | 2.18% | +740+1.8% | 加碼 |
| Schechter Investment Advisors, LLC | 42,355 | $442.6 萬 | 0.44% | +3,700+9.6% | 加碼 |
| First Nebraska Trust Co | 42,336 | $442.4 萬 | 0.63% | +11,825+38.8% | 加碼 |
| Waldron Private Wealth LLC | 42,328 | $442.3 萬 | 0.27% | +1,922+4.8% | 加碼 |
| Granite Investment Partners, LLC | 42,249 | $441.5 萬 | 0.19% | −50−0.1% | 減碼 |
| John G Ullman & Associates Inc | 42,251 | $441.5 萬 | 0.77% | +30,138+248.8% | 加碼 |
| Argyle Capital Management Inc. | 42,227 | $441.3 萬 | 1.72% | 00.0% | 不變 |
| Abbrea Capital, LLC | 42,198 | $441.0 萬 | 0.83% | −813−1.9% | 減碼 |
| Northwest Bancshares, Inc. | 42,177 | $440.8 萬 | 1.03% | +480+1.2% | 加碼 |
| Howland Capital Management LLC | 42,178 | $440.8 萬 | 0.28% | +2,665+6.7% | 加碼 |
| Patton Albertson Miller Group, LLC | 42,173 | $440.7 萬 | 0.95% | +2,986+7.6% | 加碼 |
| Hohimer Wealth Management, LLC | 42,128 | $440.2 萬 | 1.41% | +8,430+25.0% | 加碼 |
| GFS Advisors, LLC | 41,959 | $438.5 萬 | 1.05% | +5,886+16.3% | 加碼 |
| Ninety One SA (PTY) Ltd | 41,066 | $438.1 萬 | 1.74% | +35,456+632.0% | 加碼 |
| Avantax Planning Partners, Inc. | 41,901 | $437.9 萬 | 0.20% | +2,142+5.4% | 加碼 |
| Vident Investment Advisory, LLC | 49,016 | $437.4 萬 | 0.14% | +3,787+8.4% | 加碼 |
| Burleson & Company, LLC | 41,861 | $437.4 萬 | 0.95% | +1,308+3.2% | 加碼 |
| Intrust Bank NA | 41,804 | $436.9 萬 | 0.67% | −161−0.4% | 減碼 |
| Chicago Trust Co NA | 41,806 | $436.9 萬 | 1.13% | +2,441+6.2% | 加碼 |
| Somerset Trust Co | 41,796 | $436.8 萬 | 2.03% | +105+0.3% | 加碼 |
| McDonald Partners LLC | 41,703 | $435.8 萬 | 1.66% | −15,798−27.5% | 減碼 |
| Mitchell Capital Management Co | 41,702 | $435.8 萬 | 1.24% | −305−0.7% | 減碼 |
| Wilson Asset Management (International) Pty Ltd | 41,597 | $434.7 萬 | 1.46% | 00.0% | 不變 |
| Wealthcare Advisory Partners LLC | 41,557 | $434.3 萬 | 0.25% | +18,080+77.0% | 加碼 |
| Meeder Asset Management Inc | 41,497 | $433.6 萬 | 0.25% | −1,727−4.0% | 減碼 |
| Bristlecone Advisors, LLC | 41,467 | $433.3 萬 | 0.57% | +429+1.0% | 加碼 |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 41,320 | $431.8 萬 | 3.05% | 00.0% | 不變 |
| Van Strum & Towne Inc. | 41,295 | $431.5 萬 | 1.99% | −165−0.4% | 減碼 |
| Bedel Financial Consulting, Inc. | 32,747 | $430.2 萬 | 1.14% | +613+1.9% | 加碼 |
| Moreno Evelyn V | 41,118 | $429.7 萬 | 1.94% | −35,662−46.4% | 減碼 |
| Van Hulzen Asset Management, LLC | 41,075 | $429.2 萬 | 0.53% | +800+2.0% | 加碼 |
| QV Investors Inc. | 41,000 | $428.5 萬 | 0.41% | −1,440−3.4% | 減碼 |
| Joel Isaacson & Co., LLC | 40,927 | $427.7 萬 | 0.37% | +2,577+6.7% | 加碼 |
| Meritage Portfolio Management | 40,917 | $427.6 萬 | 0.35% | −13,501−24.8% | 減碼 |
| Cornercap Investment Counsel Inc | 40,846 | $426.8 萬 | 0.81% | −882−2.1% | 減碼 |
| Lincoln Capital Corp | 40,692 | $425.2 萬 | 2.85% | −154−0.4% | 減碼 |
| Monticello Wealth Management, LLC | 40,670 | $425.0 萬 | 0.50% | −20.0% | 減碼 |
| CPWM, LLC | 40,638 | $424.7 萬 | 0.40% | −6,678−14.1% | 減碼 |
| Peloton Wealth Strategists | 40,561 | $423.9 萬 | 2.21% | +112+0.3% | 加碼 |
| Providence Capital Advisors, LLC | 40,514 | $423.4 萬 | 1.27% | +4,347+12.0% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 39,432 | $422.6 萬 | 0.10% | +30,862+360.1% | 加碼 |
| Soltis Investment Advisors LLC | 40,365 | $421.8 萬 | 0.63% | +8,786+27.8% | 加碼 |
| Opus Investment Management Inc | 40,350 | $421.7 萬 | 0.98% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 40,354 | $421.6 萬 | 0.19% | −739−1.8% | 減碼 |
| DT Investment Partners, LLC | 40,333 | $421.4 萬 | 0.69% | −3,208−7.4% | 減碼 |
| First Washington CORP | 40,233 | $420.4 萬 | 2.12% | 00.0% | 不變 |
| Global Wealth Management Investment Advisory, Inc. | 40,164 | $419.7 萬 | 1.50% | +1,571+4.1% | 加碼 |
| David Loasby | 39,949 | $419.4 萬 | 0.68% | +74+0.2% | 加碼 |
| Hedeker Wealth, LLC | 40,133 | $419.3 萬 | 1.63% | +4,275+11.9% | 加碼 |
| Oxford Financial Group Ltd | 40,078 | $418.8 萬 | 0.63% | +353+0.9% | 加碼 |
| Unison Asset Management LLC | 40,079 | $418.8 萬 | 3.77% | +4,150+11.6% | 加碼 |
| Univest Financial Corp | 40,054 | $418.6 萬 | 1.37% | −3,289−7.6% | 減碼 |
| United Fire Group Inc | 40,000 | $418.0 萬 | 2.80% | 00.0% | 不變 |
| Mandatum Life Insurance Co Ltd | 40,000 | $418.0 萬 | 1.33% | 00.0% | 不變 |
| Monetary Management Group Inc | 39,979 | $417.8 萬 | 1.38% | −400−1.0% | 減碼 |
| Shepherd Financial Partners LLC | 39,962 | $417.6 萬 | 0.81% | +825+2.1% | 加碼 |
| Ascent Group, LLC | 33,125 | $417.0 萬 | 0.51% | +1,701+5.4% | 加碼 |
| M Holdings Securities, Inc. | 39,899 | $416.9 萬 | 0.46% | −256−0.6% | 減碼 |
| Chronos Wealth Management, LLC | 39,793 | $415.8 萬 | 3.44% | +86+0.2% | 加碼 |
| NewSquare Capital LLC | 39,723 | $415.1 萬 | 0.52% | +2,205+5.9% | 加碼 |
| Consolidated Investment Group LLC | 39,692 | $414.8 萬 | 0.90% | 00.0% | 不變 |
| Harbour Investments, Inc. | 36,831 | $414.8 萬 | 0.28% | 00.0% | 不變 |
| White Pine Investment CO | 39,595 | $413.8 萬 | 1.71% | −844−2.1% | 減碼 |
| Peterson Wealth Services | 39,562 | $413.4 萬 | 2.93% | +3,444+9.5% | 加碼 |
| Kinneret Advisory, LLC | 39,432 | $412.1 萬 | 0.57% | 00.0% | 不變 |
| tru Independence LLC | 39,372 | $411.4 萬 | 1.45% | +1,887+5.0% | 加碼 |
| CSS LLC | 39,152 | $409.2 萬 | 0.24% | +5,152+15.2% | 加碼 |
| Mechanics Bank Trust Department | 39,010 | $407.7 萬 | 0.77% | −212−0.5% | 減碼 |
| Asset Dedication, LLC | 39,110 | $407.5 萬 | 0.45% | −1,910−4.7% | 減碼 |
| Summit Global Investments | 38,970 | $407.2 萬 | 0.38% | +4,787+14.0% | 加碼 |
| Orion Portfolio Solutions, LLC | 38,916 | $406.7 萬 | 0.16% | +9,988+34.5% | 加碼 |
| Budros, Ruhlin & Roe, Inc. | 38,853 | $406.0 萬 | 0.50% | −559−1.4% | 減碼 |
| Procyon Private Wealth Partners, LLC | 38,792 | $405.4 萬 | 0.99% | +1,572+4.2% | 加碼 |
| Arkadios Wealth Advisors | 38,798 | $405.4 萬 | 0.62% | +9,732+33.5% | 加碼 |
| Charles Carroll Financial Partners, LLC | 38,725 | $404.7 萬 | 6.53% | −1,900−4.7% | 減碼 |
| Colonial Trust Co | 38,586 | $403.2 萬 | 1.29% | +38,586 | 新進 |
| Knights of Columbus Asset Advisors LLC | 38,569 | $403.0 萬 | 0.41% | −9,286−19.4% | 減碼 |