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 |
|---|---|---|---|---|---|
| Pinnacle Wealth Management Advisory Group, LLC | 38,549 | $402.8 萬 | 0.67% | +664+1.8% | 加碼 |
| Sandhill Capital Partners LLC | 38,539 | $402.7 萬 | 0.46% | +715+1.9% | 加碼 |
| Confluence Wealth Services, Inc. | 38,433 | $401.6 萬 | 1.70% | +38,433 | 新進 |
| Magnus Financial Group LLC | 38,425 | $401.5 萬 | 0.77% | +1,585+4.3% | 加碼 |
| Trustcore Financial Services, LLC | 38,352 | $400.8 萬 | 0.38% | +1,441+3.9% | 加碼 |
| Advanced Asset Management Advisors Inc | 38,295 | $400.2 萬 | 1.10% | +10.0% | 加碼 |
| Strategic Wealth Advisors Group, LLC | 38,232 | $399.5 萬 | 0.17% | −10,582−21.7% | 減碼 |
| Arden Trust Co | 38,191 | $399.1 萬 | 1.01% | −3,258−7.9% | 減碼 |
| Fusion Capital, LLC | 38,173 | $398.9 萬 | 2.60% | +329+0.9% | 加碼 |
| Capital Analysts, LLC | 38,154 | $398.7 萬 | 0.27% | +1,407+3.8% | 加碼 |
| Stillwater Investment Management, LLC | 38,102 | $398.2 萬 | 1.23% | +333+0.9% | 加碼 |
| Sitrin Capital Management LLC | 38,099 | $398.1 萬 | 2.62% | −629−1.6% | 減碼 |
| Udine Wealth Management, Inc. | 38,092 | $398.1 萬 | 6.29% | +8,043+26.8% | 加碼 |
| Werlinich Asset Management, LLC | 38,065 | $397.8 萬 | 4.07% | 00.0% | 不變 |
| Clarius Group, LLC | 38,009 | $397.2 萬 | 0.40% | +1,732+4.8% | 加碼 |
| R.m.sincerbeaux Capital Management LLC | 37,890 | $396.0 萬 | 3.12% | 00.0% | 不變 |
| Concorde Financial Corp | 37,899 | $396.0 萬 | 2.67% | +250+0.7% | 加碼 |
| Huber Capital Management LLC | 37,883 | $395.9 萬 | 1.11% | −796−2.1% | 減碼 |
| Quadrant Capital Group LLC | 37,844 | $395.5 萬 | 0.52% | +3,461+10.1% | 加碼 |
| Source Financial Advisors LLC | 37,834 | $395.4 萬 | 1.57% | −139−0.4% | 減碼 |
| Strategic Wealth Partners, Ltd. | 37,810 | $395.1 萬 | 0.84% | +1,064+2.9% | 加碼 |
| Excalibur Management Corp | 37,812 | $395.1 萬 | 2.21% | +851+2.3% | 加碼 |
| Horan Capital Advisors, LLC. | 37,762 | $394.6 萬 | 1.91% | +651+1.8% | 加碼 |
| Founders Capital Management | 37,754 | $394.5 萬 | 3.22% | +953+2.6% | 加碼 |
| Roberts Wealth Advisors, LLC | 36,481 | $394.5 萬 | 1.94% | +12,802+54.1% | 加碼 |
| Checchi Capital Advisers, LLC | 37,538 | $392.3 萬 | 0.43% | −1,274−3.3% | 減碼 |
| Boston Research & Management Inc | 37,518 | $392.0 萬 | 1.34% | +3,295+9.6% | 加碼 |
| MSD Partners, L.P. | 37,500 | $391.9 萬 | 0.45% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 37,475 | $391.5 萬 | 0.32% | +430+1.2% | 加碼 |
| Fairfield, Bush & Co. | 37,340 | $390.2 萬 | 2.76% | −2,620−6.6% | 減碼 |
| Baader Bank INC | 37,325 | $390.0 萬 | 0.34% | +3,200+9.4% | 加碼 |
| TRUE Private Wealth Advisors | 37,320 | $389.9 萬 | 0.59% | +3,857+11.5% | 加碼 |
| LSV Asset Management | 37,300 | $389.8 萬 | 0.01% | 00.0% | 不變 |
| Caas Capital Management LP | 37,300 | $389.8 萬 | 0.51% | +23,721+174.7% | 加碼 |
| Country Club Bank | 36,458 | $387.0 萬 | 0.37% | +2,518+7.4% | 加碼 |
| Icon Advisers Inc | 36,887 | $385.5 萬 | 1.05% | −18,053−32.9% | 減碼 |
| Kavar Capital Partners Group, LLC | 36,823 | $384.8 萬 | 0.98% | +1,945+5.6% | 加碼 |
| Systematic Alpha Investments, LLC | 36,804 | $384.6 萬 | 0.23% | 00.0% | 不變 |
| NEIRG Wealth Management, LLC | 36,740 | $383.9 萬 | 0.77% | −1,177−3.1% | 減碼 |
| Chemistry Wealth Management LLC | 36,673 | $383.2 萬 | 1.51% | −269−0.7% | 減碼 |
| Bogart Wealth, LLC | 36,539 | $381.8 萬 | 0.32% | +7,107+24.1% | 加碼 |
| Stone Point Wealth LLC | 36,456 | $380.9 萬 | 2.34% | +2,450+7.2% | 加碼 |
| MidWestOne Financial Group, Inc. | 36,440 | $380.8 萬 | 0.97% | −32−0.1% | 減碼 |
| Arete Wealth Advisors, LLC | 36,396 | $380.3 萬 | 0.37% | +6,892+23.4% | 加碼 |
| Bessemer Securities LLC | 36,329 | $379.6 萬 | 1.37% | −502−1.4% | 減碼 |
| Chemung Canal Trust Co | 36,316 | $379.5 萬 | 0.95% | −31−0.1% | 減碼 |
| CTC LLC | 36,316 | $379.5 萬 | 0.45% | +36,316 | 新進 |
| Legacy Financial Advisors, Inc. | 36,296 | $379.3 萬 | 0.91% | +935+2.6% | 加碼 |
| Coerente Capital Management | 36,224 | $378.5 萬 | 0.91% | −225−0.6% | 減碼 |
| Cigna Investments Inc | 36,123 | $377.5 萬 | 0.84% | −1,824−4.8% | 減碼 |
| Varma Mutual Pension Insurance Co | 36,125 | $377.5 萬 | 0.06% | 00.0% | 不變 |
| Exchange Capital Management, Inc. | 36,117 | $377.4 萬 | 0.88% | −613−1.7% | 減碼 |
| Desjardins Global Asset Management Inc. | 36,066 | $376.8 萬 | 0.48% | −7,323−16.9% | 減碼 |
| BerganKDV Wealth Management, LLC | 35,995 | $376.2 萬 | 0.45% | +2,079+6.1% | 加碼 |
| Security National Bank | 35,982 | $376.0 萬 | 1.05% | +4,181+13.1% | 加碼 |
| Capital Investment Advisory Services, LLC | 35,969 | $375.9 萬 | 0.49% | +2,341+7.0% | 加碼 |
| Vectors Research Management, LLC | 35,946 | $375.6 萬 | 1.06% | −1,121−3.0% | 減碼 |
| ARGI Investment Services, LLC | 35,936 | $375.5 萬 | 0.13% | +1,126+3.2% | 加碼 |
| Duncker Streett & Co Inc | 35,927 | $375.4 萬 | 0.97% | −314−0.9% | 減碼 |
| Baugh & Associates, LLC | 35,862 | $374.8 萬 | 2.65% | −47−0.1% | 減碼 |
| Bank of New Hampshire | 35,833 | $374.5 萬 | 1.17% | −768−2.1% | 減碼 |
| DF Dent & Co Inc | 35,777 | $373.9 萬 | 0.06% | +1,946+5.8% | 加碼 |
| Focus Financial Network, Inc. | 35,747 | $373.6 萬 | 0.32% | −475−1.3% | 減碼 |
| Cottage Street Advisors LLC | 35,721 | $373.3 萬 | 3.06% | +29+0.1% | 加碼 |
| Wasatch Advisors Inc | 35,709 | $373.2 萬 | 0.03% | +1,000+2.9% | 加碼 |
| DuPont Capital Management Corp | 35,707 | $373.1 萬 | 0.22% | −35,054−49.5% | 減碼 |
| Connable Office Inc | 35,604 | $372.1 萬 | 0.60% | −818−2.2% | 減碼 |
| AdvisorNet Financial, Inc | 35,573 | $371.7 萬 | 0.37% | +760+2.2% | 加碼 |
| Augustine Asset Management Inc | 35,548 | $371.5 萬 | 2.44% | +563+1.6% | 加碼 |
| Brick & Kyle, Associates | 35,344 | $371.0 萬 | 2.25% | +313+0.9% | 加碼 |
| Campbell Newman Asset Management Inc | 35,439 | $370.3 萬 | 0.42% | −114,639−76.4% | 減碼 |
| Aureus Asset Management, LLC | 35,164 | $367.5 萬 | 0.32% | +6,746+23.7% | 加碼 |
| Nomura Holdings Inc | 33,768 | $367.3 萬 | 0.04% | +21,182+168.3% | 加碼 |
| Washington Trust Advisors, Inc. | 35,064 | $366.4 萬 | 0.34% | +524+1.5% | 加碼 |
| Buckhead Capital Management LLC | 34,994 | $365.7 萬 | 0.95% | −419−1.2% | 減碼 |
| IMA Wealth, Inc. | 34,889 | $364.6 萬 | 0.98% | −2,207−5.9% | 減碼 |
| First Personal Financial Services | 34,875 | $364.4 萬 | 1.06% | +803+2.4% | 加碼 |
| Eagle Asset Management Inc | 34,863 | $364.3 萬 | 0.02% | −1,741−4.8% | 減碼 |
| Equitable Trust Co | 34,811 | $363.7 萬 | 0.30% | +1,200+3.6% | 加碼 |
| Ronald Blue Trust, Inc. | 32,236 | $363.0 萬 | 0.06% | +3,466+12.0% | 加碼 |
| Family Management Corp | 34,717 | $362.8 萬 | 0.97% | −355−1.0% | 減碼 |
| Comerica Securities,inc. | 34,658 | $362.2 萬 | 0.30% | +112+0.3% | 加碼 |
| Essex LLC | 34,646 | $362.1 萬 | 1.19% | +151+0.4% | 加碼 |
| Creegan & Nassoura Financial Group, LLC | 34,639 | $362.0 萬 | 3.14% | +1,095+3.3% | 加碼 |
| Grandfield & Dodd, LLC | 34,576 | $361.0 萬 | 0.29% | −200−0.6% | 減碼 |
| Jaffetilchin Investment Partners, LLC | 34,494 | $360.5 萬 | 0.46% | +1,872+5.7% | 加碼 |
| Argent Advisors, Inc. | 34,450 | $360.5 萬 | 2.10% | +3,144+10.0% | 加碼 |
| HNP Capital LLC | 34,468 | $360.2 萬 | 1.04% | −992−2.8% | 減碼 |
| Brightworth | 34,451 | $360.0 萬 | 0.39% | +3,085+9.8% | 加碼 |
| Abbot Financial Management, Inc. | 34,351 | $359.0 萬 | 2.56% | −7,332−17.6% | 減碼 |
| BOK Financial Private Wealth, Inc. | 34,317 | $358.6 萬 | 0.32% | −150.0% | 減碼 |
| Close Asset Management Ltd | 34,242 | $358.3 萬 | 0.20% | −1,599−4.5% | 減碼 |
| Wealthspire Advisors, LLC | 34,141 | $356.8 萬 | 0.07% | +213+0.6% | 加碼 |
| Johnson Financial Group, Inc. | 30,160 | $356.2 萬 | 0.33% | −11,148−27.0% | 減碼 |
| TFG Advisers LLC | 34,067 | $356.0 萬 | 1.99% | +322+1.0% | 加碼 |
| Hixon Zuercher, LLC | 34,012 | $355.4 萬 | 2.27% | +2,818+9.0% | 加碼 |
| E&G Advisors, LP | 33,976 | $355.0 萬 | 1.31% | −676−2.0% | 減碼 |
| Strategic Financial Services, Inc, | 33,896 | $354.2 萬 | 0.31% | −444−1.3% | 減碼 |
| Brighton Jones LLC | 33,857 | $353.8 萬 | 0.21% | +163+0.5% | 加碼 |
| Bowling Portfolio Management LLC | 33,828 | $353.5 萬 | 0.97% | −7,584−18.3% | 減碼 |