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 |
|---|---|---|---|---|---|
| Amarillo National Bank | 29,718 | $310.6 萬 | 0.72% | +145+0.5% | 加碼 |
| Supplemental Annuity Collective Trust of NJ | 29,700 | $310.4 萬 | 1.36% | 00.0% | 不變 |
| Atlas Brown,Inc. | 29,680 | $310.2 萬 | 1.58% | +1,071+3.7% | 加碼 |
| Lindbrook Capital, LLC | 29,688 | $310.2 萬 | 0.52% | +1,441+5.1% | 加碼 |
| Citizens & Northern Corp | 29,632 | $309.7 萬 | 1.45% | +67+0.2% | 加碼 |
| Brandywine Oak Private Wealth LLC | 29,414 | $307.3 萬 | 0.42% | −469−1.6% | 減碼 |
| Hengehold Capital Management LLC | 29,335 | $306.6 萬 | 0.47% | +746+2.6% | 加碼 |
| West Branch Capital LLC | 29,294 | $306.1 萬 | 1.90% | −17−0.1% | 減碼 |
| Valley National Advisers Inc | 25,754 | $306.1 萬 | 0.64% | +3,079+13.6% | 加碼 |
| Regal Investment Advisors LLC | 29,244 | $305.6 萬 | 0.33% | −266−0.9% | 減碼 |
| Dean Investment Associates, LLC | 29,225 | $305.4 萬 | 0.62% | +23,317+394.7% | 加碼 |
| McBroom & Associates, LLC | 29,147 | $304.6 萬 | 3.44% | −1,025−3.4% | 減碼 |
| Old Port Advisors | 27,582 | $304.5 萬 | 1.21% | +256+0.9% | 加碼 |
| Wealthsource Partners, LLC | 29,090 | $304.0 萬 | 0.23% | −2,077−6.7% | 減碼 |
| Laffer Tengler Investments | 29,024 | $303.3 萬 | 1.11% | +1,863+6.9% | 加碼 |
| Shelter Mutual Insurance Co | 29,000 | $303.1 萬 | 0.98% | 00.0% | 不變 |
| SeaBridge Investment Advisors LLC | 28,968 | $302.7 萬 | 1.06% | −398−1.4% | 減碼 |
| Peddock Capital Advisors, LLC | 28,872 | $301.7 萬 | 1.24% | +190+0.7% | 加碼 |
| Tradewinds, LLC. | 28,851 | $301.5 萬 | 2.19% | +2,269+8.5% | 加碼 |
| Zions Bancorporation, N.A. | 28,836 | $301.3 萬 | 0.32% | +19,552+210.6% | 加碼 |
| Americana Partners, LLC | 28,932 | $301.1 萬 | 0.54% | −908−3.0% | 減碼 |
| AAFMAA Wealth Management & Trust LLC | 28,808 | $301.0 萬 | 2.22% | +234+0.8% | 加碼 |
| Piscataqua Savings Bank | 28,646 | $299.3 萬 | 2.86% | +524+1.9% | 加碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 25,834 | $299.3 萬 | 1.97% | +2,397+10.2% | 加碼 |
| Rosenblum Silverman Sutton S F Inc | 28,636 | $299.2 萬 | 1.08% | −1,317−4.4% | 減碼 |
| Goodwin Daniel L | 28,550 | $298.4 萬 | 1.72% | +500+1.8% | 加碼 |
| Prana Capital Management, LP | 28,523 | $298.1 萬 | 0.20% | +28,523 | 新進 |
| Giverny Capital Inc.大師吉維尼資本 | 28,519 | $298.0 萬 | 0.20% | −255,638−90.0% | 減碼 |
| Montchanin Asset Management, LLC | 28,446 | $297.3 萬 | 4.21% | +275+1.0% | 加碼 |
| Secure Asset Management, LLC | 28,438 | $297.2 萬 | 1.66% | +361+1.3% | 加碼 |
| Mountain Pacific Investment Advisers Inc | 28,428 | $297.1 萬 | 0.23% | −620−2.1% | 減碼 |
| Fund Management at Engine No. 1 LLC | 28,196 | $294.6 萬 | 0.87% | −1,460−4.9% | 減碼 |
| Wisconsin Capital Management LLC | 28,195 | $294.6 萬 | 2.30% | −954−3.3% | 減碼 |
| Hilltop Holdings Inc. | 28,198 | $294.6 萬 | 0.40% | +3,070+12.2% | 加碼 |
| Salem Capital Management Inc | 28,153 | $294.2 萬 | 2.33% | +100+0.4% | 加碼 |
| Koshinski Asset Management, Inc. | 28,138 | $294.0 萬 | 0.35% | +2,180+8.4% | 加碼 |
| WealthShield Partners, LLC | 28,129 | $293.9 萬 | 0.58% | +3,132+12.5% | 加碼 |
| Signet Investment Advisory Group, Inc. | 28,119 | $293.8 萬 | 2.28% | +716+2.6% | 加碼 |
| Money Concepts Capital Corp | 28,103 | $293.7 萬 | 0.17% | +16,136+134.8% | 加碼 |
| Anchor Investment Management, LLC | 28,096 | $293.6 萬 | 0.46% | +1,071+4.0% | 加碼 |
| Smithfield Trust Co | 28,116 | $293.4 萬 | 0.21% | −4,399−13.5% | 減碼 |
| Doliver Advisors, LP | 28,078 | $293.4 萬 | 1.08% | −1,649−5.5% | 減碼 |
| NorthRock Partners, LLC | 28,078 | $293.4 萬 | 0.34% | +1,831+7.0% | 加碼 |
| Symmetry Partners, LLC | 28,040 | $293.0 萬 | 0.20% | −3,484−11.1% | 減碼 |
| United Bank | 28,033 | $292.9 萬 | 1.95% | −1,517−5.1% | 減碼 |
| StrategIQ Financial Group, LLC | 28,013 | $292.7 萬 | 0.37% | +204+0.7% | 加碼 |
| Athena Investment Management | 28,003 | $292.6 萬 | 2.46% | −266−0.9% | 減碼 |
| Delta Capital Management LLC | 27,980 | $292.4 萬 | 2.38% | 00.0% | 不變 |
| Independence Bank of Kentucky | 27,913 | $291.7 萬 | 1.44% | −206−0.7% | 減碼 |
| Trustco Bank Corp N Y | 27,866 | $291.2 萬 | 3.55% | −493−1.7% | 減碼 |
| Enhancing Capital LLC | 27,477 | $291.2 萬 | 3.60% | 00.0% | 不變 |
| Calamos Wealth Management LLC | 27,849 | $291.0 萬 | 0.25% | −112−0.4% | 減碼 |
| Marino, Stram & Associates LLC | 27,763 | $290.1 萬 | 1.05% | +831+3.1% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 27,762 | $290.1 萬 | 0.33% | +1,010+3.8% | 加碼 |
| Malaga Cove Capital, LLC | 27,658 | $289.0 萬 | 1.65% | +1,256+4.8% | 加碼 |
| Banco de Sabadell, S.A | 27,639 | $288.9 萬 | 2.39% | +255+0.9% | 加碼 |
| Act Two Investors LLC | 27,626 | $288.7 萬 | 2.92% | 00.0% | 不變 |
| SkyOak Wealth, LLC | 27,567 | $288.1 萬 | 1.03% | +545+2.0% | 加碼 |
| Good Life Advisors, LLC | 27,532 | $287.7 萬 | 0.42% | −6,372−18.8% | 減碼 |
| Permanens Capital L.P. | 27,500 | $287.4 萬 | 0.65% | −9,591−25.9% | 減碼 |
| 9258 Wealth Management, LLC | 27,466 | $287.0 萬 | 0.73% | −1,513−5.2% | 減碼 |
| Hayek Kallen Investment Management | 27,427 | $286.6 萬 | 1.35% | +177+0.6% | 加碼 |
| Fairhaven Wealth Management, LLC | 27,368 | $286.0 萬 | 1.28% | +540+2.0% | 加碼 |
| Virginia Wealth Management Group, Inc. | 27,352 | $285.8 萬 | 2.13% | +5,738+26.5% | 加碼 |
| First Business Financial Services, Inc. | 27,330 | $285.6 萬 | 0.41% | +1,495+5.8% | 加碼 |
| Sterling Investment Advisors, Ltd. | 27,297 | $285.3 萬 | 1.07% | −949−3.4% | 減碼 |
| Altrius Capital Management Inc | 27,220 | $284.4 萬 | 1.08% | −4,547−14.3% | 減碼 |
| BNC Wealth Management, LLC | 27,170 | $283.9 萬 | 1.72% | −1,957−6.7% | 減碼 |
| Resonant Capital Advisors, LLC | 27,163 | $283.9 萬 | 0.43% | −717−2.6% | 減碼 |
| Baker Tilly Wealth Management, LLC | 27,079 | $283.0 萬 | 0.39% | −3,602−11.7% | 減碼 |
| Trustmark National Bank Trust Department | 27,064 | $282.9 萬 | 0.27% | −62−0.2% | 減碼 |
| Charles Schwab Trust Co | 27,065 | $282.8 萬 | 0.48% | −124−0.5% | 減碼 |
| Coastal Bridge Advisors, LLC | 26,990 | $282.0 萬 | 0.76% | +10.0% | 加碼 |
| BFSG, LLC | 26,980 | $281.9 萬 | 0.60% | −18−0.1% | 減碼 |
| DCM Advisors, LLC | 26,845 | $280.5 萬 | 1.41% | −1,157−4.1% | 減碼 |
| Sunbelt Securities, Inc. | 26,831 | $280.4 萬 | 0.59% | +325+1.2% | 加碼 |
| Stableford Capital II LLC | 22,928 | $280.2 萬 | 1.36% | −99−0.4% | 減碼 |
| Nicolet Bankshares Inc | 26,723 | $279.3 萬 | 0.80% | −207−0.8% | 減碼 |
| Northcape Wealth Management, LLC | 26,634 | $278.3 萬 | 0.99% | +4,531+20.5% | 加碼 |
| Hodges Capital Management Inc. | 26,601 | $278.0 萬 | 0.46% | −7,009−20.9% | 減碼 |
| Shoker Investment Counsel, Inc. | 26,613 | $278.0 萬 | 1.46% | +1,162+4.6% | 加碼 |
| Marks Group Wealth Management, Inc | 26,583 | $277.8 萬 | 0.42% | +4,996+23.1% | 加碼 |
| Evoke Wealth, LLC | 26,535 | $277.3 萬 | 0.11% | +1,046+4.1% | 加碼 |
| ICA Group Wealth Management, LLC | 26,525 | $277.2 萬 | 0.59% | −36−0.1% | 減碼 |
| Hall Capital Management Co Inc | 26,522 | $277.2 萬 | 1.84% | −561−2.1% | 減碼 |
| Nwam LLC | 26,468 | $276.6 萬 | 0.26% | +1,137+4.5% | 加碼 |
| SPC Financial, Inc. | 26,415 | $276.0 萬 | 0.34% | +505+1.9% | 加碼 |
| Kovack Advisors, Inc. | 26,366 | $275.5 萬 | 0.40% | +6,910+35.5% | 加碼 |
| Arlington Financial Advisors, LLC | 26,342 | $275.3 萬 | 1.40% | −729−2.7% | 減碼 |
| Moloney Securities Asset Management, LLC | 26,329 | $275.1 萬 | 0.67% | +476+1.8% | 加碼 |
| Hudock, Inc. | 26,293 | $274.7 萬 | 0.93% | −698−2.6% | 減碼 |
| V Wealth Advisors LLC | 26,210 | $273.9 萬 | 0.55% | −5,218−16.6% | 減碼 |
| Harbor Advisors LLC | 26,148 | $273.2 萬 | 0.74% | 00.0% | 不變 |
| Mount Vernon Associates Inc | 26,102 | $272.8 萬 | 3.55% | +40+0.2% | 加碼 |
| EverSource Wealth Advisors, LLC | 26,105 | $272.8 萬 | 0.62% | +8,632+49.4% | 加碼 |
| Am Investment Strategies LLC | 26,074 | $272.5 萬 | 1.00% | −68−0.3% | 減碼 |
| Connolly Sarah T. | 26,080 | $272.5 萬 | 2.00% | +2,083+8.7% | 加碼 |
| Lorne Steinberg Wealth Management Inc. | 26,075 | $272.5 萬 | 1.32% | +21,686+494.1% | 加碼 |
| Winton Group Ltd | 26,036 | $272.1 萬 | 0.18% | +7,292+38.9% | 加碼 |
| Scott & Selber, Inc. | 26,000 | $271.7 萬 | 1.31% | +45+0.2% | 加碼 |