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 |
|---|---|---|---|---|---|
| Meridian Management Co | 33,811 | $353.3 萬 | 1.41% | +549+1.7% | 加碼 |
| Dividend Assets Capital, LLC | 33,779 | $353.0 萬 | 0.81% | +9,132+37.1% | 加碼 |
| Summit Financial, LLC | 33,744 | $352.6 萬 | 0.33% | +3,050+9.9% | 加碼 |
| SOL Capital Management CO | 33,707 | $352.2 萬 | 0.73% | +520+1.6% | 加碼 |
| Sawtooth Solutions, LLC | 33,694 | $352.1 萬 | 0.51% | +4,158+14.1% | 加碼 |
| Ahl Investment Management, Inc. | 33,679 | $351.9 萬 | 3.62% | +1,120+3.4% | 加碼 |
| Walled Lake Planning & Wealth Management, LLC | 33,635 | $351.5 萬 | 2.46% | +1,227+3.8% | 加碼 |
| Parcion Private Wealth LLC | 33,619 | $351.3 萬 | 0.40% | +2,635+8.5% | 加碼 |
| Mitchell McLeod Pugh & Williams Inc | 33,525 | $350.3 萬 | 1.35% | +923+2.8% | 加碼 |
| Headinvest, LLC | 33,471 | $349.8 萬 | 0.84% | −631−1.9% | 減碼 |
| NTV Asset Management LLC | 33,446 | $349.5 萬 | 0.74% | +160.0% | 加碼 |
| Pinnacle Bancorp, Inc. | 33,349 | $348.5 萬 | 1.50% | +49+0.1% | 加碼 |
| Annex Advisory Services, LLC | 33,270 | $347.7 萬 | 0.23% | −705−2.1% | 減碼 |
| Trust Asset Management LLC | 33,258 | $347.5 萬 | 0.47% | +2,198+7.1% | 加碼 |
| Lincoln Capital LLC | 33,233 | $347.3 萬 | 1.08% | +90.0% | 加碼 |
| Monarch Capital Management Inc | 33,228 | $347.2 萬 | 1.13% | −87−0.3% | 減碼 |
| SeaCrest Wealth Management, LLC | 33,102 | $345.9 萬 | 0.52% | −110.0% | 減碼 |
| Laidlaw Wealth Management LLC | 33,085 | $345.7 萬 | 0.81% | +136+0.4% | 加碼 |
| Capital Insight Partners, LLC | 33,079 | $345.7 萬 | 0.93% | +547+1.7% | 加碼 |
| Kentucky Farm Bureau Mutual Insurance Co | 33,000 | $344.9 萬 | 1.17% | 00.0% | 不變 |
| Allen Capital Group, LLC | 32,864 | $343.4 萬 | 0.79% | +2,269+7.4% | 加碼 |
| Invenomic Capital Management LP | 32,847 | $343.3 萬 | 0.30% | +32,847 | 新進 |
| Paradigm Financial Partners, LLC | 31,705 | $342.9 萬 | 1.06% | +20.0% | 加碼 |
| Patten Group, Inc. | 32,278 | $342.1 萬 | 1.18% | −163−0.5% | 減碼 |
| Redwood Investments, LLC | 32,704 | $341.8 萬 | 0.46% | −1,450−4.2% | 減碼 |
| Cary Street Partners Asset Management LLC | 32,641 | $341.1 萬 | 0.82% | +1,113+3.5% | 加碼 |
| PDS Planning, Inc | 32,630 | $341.0 萬 | 0.62% | +672+2.1% | 加碼 |
| Spire Wealth Management | 32,613 | $340.8 萬 | 0.21% | −28,566−46.7% | 減碼 |
| CAPROCK Group, Inc. | 32,615 | $340.8 萬 | 0.33% | +969+3.1% | 加碼 |
| Marcum Wealth, LLC | 32,616 | $340.8 萬 | 0.52% | +1,094+3.5% | 加碼 |
| Bell & Brown Wealth Advisors, LLC | 32,577 | $340.4 萬 | 2.10% | −350−1.1% | 減碼 |
| apricus wealth, LLC | 32,551 | $340.2 萬 | 3.38% | +1,715+5.6% | 加碼 |
| MTM Investment Management, LLC | 32,549 | $340.1 萬 | 1.93% | +535+1.7% | 加碼 |
| Financial Advisory Partners, LLC | 32,536 | $340.0 萬 | 1.48% | +317+1.0% | 加碼 |
| Westover Capital Advisors, LLC | 32,536 | $340.0 萬 | 1.30% | −86−0.3% | 減碼 |
| Family Legacy, Inc. | 32,481 | $339.4 萬 | 1.71% | +448+1.4% | 加碼 |
| Bill Few Associates, Inc. | 32,446 | $339.0 萬 | 2.29% | +185+0.6% | 加碼 |
| Exencial Wealth Advisors, LLC | 32,359 | $338.1 萬 | 0.21% | −2,140−6.2% | 減碼 |
| Wealth Effects LLC | 32,322 | $337.8 萬 | 2.07% | +179+0.6% | 加碼 |
| Synergy Financial Management, LLC | 32,295 | $337.5 萬 | 0.91% | +32,295 | 新進 |
| Romano Brothers and Company | 32,155 | $336.1 萬 | 0.54% | +32,155 | 新進 |
| Capital Asset Advisory Services LLC | 32,120 | $335.7 萬 | 0.44% | +1,743+5.7% | 加碼 |
| Churchill Management Corp | 31,970 | $334.1 萬 | 0.09% | −19,285−37.6% | 減碼 |
| Hamilton Point Investment Advisors, LLC | 31,973 | $334.1 萬 | 1.02% | +1,012+3.3% | 加碼 |
| Forte Capital LLC | 31,916 | $333.5 萬 | 0.60% | −301−0.9% | 減碼 |
| Vaughan Nelson Investment Management, L.P. | 31,895 | $333.3 萬 | 0.05% | 00.0% | 不變 |
| RBA Wealth Management, LLC | 31,832 | $332.6 萬 | 1.92% | +846+2.7% | 加碼 |
| J.W. Cole Advisors, Inc. | 31,814 | $332.5 萬 | 0.28% | +873+2.8% | 加碼 |
| Bank Ozk | 31,773 | $332.0 萬 | 1.80% | +96+0.3% | 加碼 |
| Lee Danner & Bass Inc | 31,739 | $331.7 萬 | 0.35% | −149−0.5% | 減碼 |
| Virtu Financial LLC | 31,721 | $331.5 萬 | 0.30% | +16,303+105.7% | 加碼 |
| Claro Advisors LLC | 29,407 | $331.1 萬 | 1.32% | 00.0% | 不變 |
| Townsend Asset Management Corp | 31,663 | $330.9 萬 | 1.86% | −1,203−3.7% | 減碼 |
| Duff & Phelps Investment Management Co | 31,665 | $330.9 萬 | 0.04% | 00.0% | 不變 |
| Cohen Lawrence B | 31,639 | $330.6 萬 | 2.55% | +438+1.4% | 加碼 |
| Scissortail Wealth Management, LLC | 25,918 | $329.1 萬 | 1.71% | +3,241+14.3% | 加碼 |
| Lafayette Investments, Inc. | 31,478 | $328.9 萬 | 1.02% | −1,477−4.5% | 減碼 |
| Investors Asset Management of Georgia Inc | 31,450 | $328.7 萬 | 1.69% | +592+1.9% | 加碼 |
| High Note Wealth, LLC | 26,374 | $328.6 萬 | 1.31% | −162−0.6% | 減碼 |
| Silvant Capital Management LLC | 31,411 | $328.2 萬 | 0.22% | −274−0.9% | 減碼 |
| Flagship Harbor Advisors, LLC | 31,372 | $327.8 萬 | 0.38% | +721+2.4% | 加碼 |
| Consolidated Planning Corp | 31,356 | $327.7 萬 | 1.02% | −117−0.4% | 減碼 |
| Ameritas Advisory Services, LLC | 31,338 | $327.5 萬 | 0.20% | +590+1.9% | 加碼 |
| Atlantic Trust, LLC | 31,344 | $327.5 萬 | 1.14% | +3,737+13.5% | 加碼 |
| Green Square Capital Advisors LLC | 31,249 | $326.6 萬 | 0.58% | +562+1.8% | 加碼 |
| Strategic Blueprint, LLC | 31,244 | $326.5 萬 | 0.41% | +1,580+5.3% | 加碼 |
| Centre Asset Management, LLC | 31,212 | $326.2 萬 | 0.90% | −122−0.4% | 減碼 |
| Brooks, Moore & Associates, Inc. | 31,179 | $325.8 萬 | 2.64% | +211+0.7% | 加碼 |
| NatWest Group plc | 31,151 | $325.6 萬 | 1.89% | −7,259−18.9% | 減碼 |
| Blue Zone Wealth Advisors, LLC | 31,068 | $324.7 萬 | 1.68% | −66−0.2% | 減碼 |
| GM Advisory Group, Inc. | 31,047 | $324.4 萬 | 0.41% | −224−0.7% | 減碼 |
| Addison Capital Co | 31,043 | $324.4 萬 | 2.01% | −50.0% | 減碼 |
| Butensky & Cohen Financial Security, Inc | 31,018 | $324.1 萬 | 1.35% | +6,363+25.8% | 加碼 |
| Independent Financial Group, LLC | 30,960 | $323.5 萬 | 0.29% | +3,699+13.6% | 加碼 |
| Change Path, LLC | 30,940 | $323.3 萬 | 0.19% | +1,896+6.5% | 加碼 |
| Stratos Wealth Advisors, LLC | 30,868 | $322.6 萬 | 0.34% | −17,065−35.6% | 減碼 |
| Triangle Securities Wealth Management | 30,874 | $322.6 萬 | 1.32% | −548−1.7% | 減碼 |
| Account Management LLC | 30,790 | $321.7 萬 | 4.37% | −290−0.9% | 減碼 |
| Nixon Peabody Trust Co | 30,571 | $319.5 萬 | 2.71% | −17,495−36.4% | 減碼 |
| Pendal Group Limited | 30,560 | $319.3 萬 | 0.03% | −16,112−34.5% | 減碼 |
| Pegasus Asset Management, Inc. | 30,537 | $319.1 萬 | 1.80% | −396−1.3% | 減碼 |
| Nikulski Financial, Inc. | 30,519 | $318.9 萬 | 1.65% | +553+1.8% | 加碼 |
| Sheets Smith Wealth Management | 30,496 | $318.7 萬 | 0.53% | +4,037+15.3% | 加碼 |
| Congress Park Capital LLC | 30,262 | $316.2 萬 | 2.09% | −415−1.4% | 減碼 |
| Brookmont Capital Management | 30,229 | $315.9 萬 | 2.19% | +2,331+8.4% | 加碼 |
| Kore Private Wealth LLC | 30,218 | $315.8 萬 | 0.57% | −461−1.5% | 減碼 |
| Quantinno Capital Management LP | 30,184 | $315.4 萬 | 0.41% | +9,830+48.3% | 加碼 |
| 683 Capital Management, LLC | 30,000 | $313.6 萬 | 0.25% | +30,000 | 新進 |
| Monetta Financial Services Inc | 30,000 | $313.5 萬 | 3.57% | 00.0% | 不變 |
| Allen Holding Inc | 30,000 | $313.5 萬 | 0.49% | 00.0% | 不變 |
| Bleichroeder LP | 30,000 | $313.5 萬 | 0.65% | 00.0% | 不變 |
| MV Capital Management, Inc. | 29,954 | $313.0 萬 | 0.54% | +4,402+17.2% | 加碼 |
| Montecito Bank & Trust | 29,896 | $312.4 萬 | 0.81% | −4,738−13.7% | 減碼 |
| Weil Company, Inc. | 29,863 | $312.1 萬 | 1.92% | +1,202+4.2% | 加碼 |
| Long Run Wealth Advisors, LLC | 29,864 | $312.1 萬 | 1.24% | +7,431+33.1% | 加碼 |
| Lauterbach Financial Advisors, LLC | 29,859 | $312.0 萬 | 3.18% | −1,007−3.3% | 減碼 |
| IFG Advisory, LLC | 29,860 | $312.0 萬 | 0.28% | +9,280+45.1% | 加碼 |
| K.J. Harrison & Partners Inc | 26,805 | $311.5 萬 | 1.10% | −5,200−16.2% | 減碼 |
| Zevenbergen Capital Investments LLC | 29,778 | $311.2 萬 | 0.09% | +1,020+3.5% | 加碼 |
| Herold Advisors, Inc. | 29,732 | $310.7 萬 | 1.51% | +679+2.3% | 加碼 |