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 |
|---|---|---|---|---|---|
| Leisure Capital Management | 22,736 | $237.6 萬 | 1.44% | +600+2.7% | 加碼 |
| StoneX Group Inc. | 22,734 | $237.6 萬 | 0.33% | −56−0.2% | 減碼 |
| Indiana Trust & Investment Management CO | 22,710 | $237.3 萬 | 1.44% | +22+0.1% | 加碼 |
| Liberty Capital Management, Inc. | 22,702 | $237.2 萬 | 0.89% | −90−0.4% | 減碼 |
| Emfo, LLC | 22,628 | $236.5 萬 | 2.26% | +5,508+32.2% | 加碼 |
| Union Heritage Capital, LLC | 22,600 | $236.2 萬 | 1.57% | 00.0% | 不變 |
| Founders Financial Alliance, LLC | 22,601 | $236.2 萬 | 1.20% | +1,052+4.9% | 加碼 |
| NCM Capital Management, LLC | 22,577 | $235.9 萬 | 1.78% | −63−0.3% | 減碼 |
| Qtron Investments LLC | 22,525 | $235.4 萬 | 0.59% | −998−4.2% | 減碼 |
| Voya Financial Advisors, Inc. | 22,171 | $235.4 萬 | 0.30% | −10.0% | 減碼 |
| Canton Hathaway, LLC | 22,524 | $235.4 萬 | 0.86% | −100−0.4% | 減碼 |
| Essex Savings Bank | 22,515 | $235.3 萬 | 0.94% | +630+2.9% | 加碼 |
| VeraBank, N.A. | 22,499 | $235.1 萬 | 1.48% | −156−0.7% | 減碼 |
| Pentwater Capital Management LP | 22,500 | $235.1 萬 | 0.04% | +8,000+55.2% | 加碼 |
| Tandem Capital Management Corp | 19,226 | $235.0 萬 | 1.98% | +25+0.1% | 加碼 |
| Resurgent Financial Advisors LLC | 22,466 | $234.8 萬 | 1.62% | +1,971+9.6% | 加碼 |
| Financial Advisory Service, Inc. | 22,445 | $234.6 萬 | 0.26% | +3,078+15.9% | 加碼 |
| Beaton Management Co. Inc. | 22,442 | $234.5 萬 | 1.77% | −35−0.2% | 減碼 |
| Eudaimonia Partners, LLC | 22,433 | $234.4 萬 | 0.61% | −24,271−52.0% | 減碼 |
| Tiedemann Advisors, LLC | 22,406 | $234.0 萬 | 0.14% | −637−2.8% | 減碼 |
| Bremer Bank National Association | 22,361 | $233.6 萬 | 0.52% | −3,962−15.1% | 減碼 |
| 55I, LLC | 22,283 | $232.8 萬 | 0.07% | +9,897+79.9% | 加碼 |
| Glen Eagle Advisors, LLC | 22,251 | $232.5 萬 | 0.68% | −4,512−16.9% | 減碼 |
| Outfitter Financial LLC | 22,178 | $231.8 萬 | 2.27% | +950+4.5% | 加碼 |
| Intrepid Financial Planning Group LLC | 22,156 | $231.5 萬 | 1.32% | +94+0.4% | 加碼 |
| C2C Wealth Management, LLC | 20,484 | $231.0 萬 | 0.45% | −117−0.6% | 減碼 |
| Rowland & Co Investment Counsel | 22,086 | $230.8 萬 | 0.62% | +789+3.7% | 加碼 |
| Phoenix Wealth Advisors | 22,028 | $230.2 萬 | 2.30% | −66−0.3% | 減碼 |
| CNB Bank | 22,010 | $230.0 萬 | 1.56% | +669+3.1% | 加碼 |
| Spirit of America Management Corp | 21,992 | $229.9 萬 | 0.55% | 00.0% | 不變 |
| RB Capital Management, LLC | 21,951 | $229.4 萬 | 0.88% | +2,008+10.1% | 加碼 |
| YHB Investment Advisors, Inc. | 21,916 | $229.0 萬 | 0.25% | +195+0.9% | 加碼 |
| Pacifica Partners Inc. | 20,948 | $228.5 萬 | 1.65% | −354−1.7% | 減碼 |
| SOA Wealth Advisors, LLC. | 21,873 | $228.5 萬 | 0.69% | +81+0.4% | 加碼 |
| Sawgrass Asset Management LLC | 21,764 | $227.4 萬 | 0.32% | −357−1.6% | 減碼 |
| Atlas Private Wealth Management | 21,739 | $227.2 萬 | 1.64% | +696+3.3% | 加碼 |
| Carderock Capital Management Inc | 21,692 | $226.7 萬 | 1.16% | −17,304−44.4% | 減碼 |
| Alpha DNA Investment Management LLC | 21,677 | $226.5 萬 | 1.96% | +21,677 | 新進 |
| Roosevelt Investment Group LLC | 21,644 | $226.2 萬 | 0.16% | −540−2.4% | 減碼 |
| American Investment Services, Inc. | 21,585 | $225.6 萬 | 0.54% | +18,573+616.6% | 加碼 |
| Greytown Advisors Inc. | 21,554 | $225.2 萬 | 1.36% | −274−1.3% | 減碼 |
| Karpas Strategies, LLC | 21,537 | $225.1 萬 | 0.85% | +80+0.4% | 加碼 |
| Ashfield Capital Partners, LLC | 21,515 | $224.8 萬 | 0.19% | 00.0% | 不變 |
| Intellectus Partners, LLC | 21,503 | $224.7 萬 | 0.80% | +1,215+6.0% | 加碼 |
| Platte River Wealth Advisors, LLC | 21,494 | $224.6 萬 | 1.00% | +1,732+8.8% | 加碼 |
| Gladius Capital Management LP | 21,441 | $224.1 萬 | 0.37% | +12,435+138.1% | 加碼 |
| Poehling Capital Management, LLC | 21,416 | $223.8 萬 | 0.94% | +111+0.5% | 加碼 |
| Signature Wealth Management Partners, LLC | 21,365 | $223.3 萬 | 2.46% | +12+0.1% | 加碼 |
| Octavia Wealth Advisors, LLC | 21,336 | $223.0 萬 | 0.60% | +548+2.6% | 加碼 |
| Warther Private Wealth, LLC | 21,324 | $222.8 萬 | 1.76% | −1,116−5.0% | 減碼 |
| Mendel Money Management | 21,303 | $222.6 萬 | 1.39% | −4,159−16.3% | 減碼 |
| Sugarloaf Wealth Management, LLC | 21,288 | $222.6 萬 | 0.57% | +947+4.7% | 加碼 |
| Advisors Management Group Inc | 21,278 | $222.3 萬 | 0.88% | +398+1.9% | 加碼 |
| GYL Financial Synergies, LLC | 21,263 | $222.2 萬 | 0.61% | −112−0.5% | 減碼 |
| Manhattan West Asset Management, LLC | 21,172 | $221.2 萬 | 1.37% | +2,884+15.8% | 加碼 |
| MCF Advisors LLC | 21,128 | $220.8 萬 | 0.25% | −192−0.9% | 減碼 |
| Alaethes Wealth LLC | 21,115 | $220.7 萬 | 1.62% | +645+3.2% | 加碼 |
| Clear Creek Financial Management, LLC | 21,092 | $220.4 萬 | 0.49% | −5,646−21.1% | 減碼 |
| Terra Nova Asset Management LLC | 21,092 | $220.4 萬 | 2.41% | −61−0.3% | 減碼 |
| Guardian Wealth Advisors, LLC | 21,083 | $220.3 萬 | 0.41% | +1,482+7.6% | 加碼 |
| Financial Architects, Inc | 20,994 | $219.4 萬 | 0.38% | +20,994 | 新進 |
| DFPG Investments, LLC | 17,873 | $218.5 萬 | 0.93% | +546+3.2% | 加碼 |
| Enterprise Financial Services Corp | 20,892 | $218.3 萬 | 1.63% | +127+0.6% | 加碼 |
| Abacus Planning Group, Inc. | 20,869 | $218.1 萬 | 0.66% | −492−2.3% | 減碼 |
| Bedell Frazier Investment Counseling, LLC | 20,866 | $218.0 萬 | 0.61% | +20,866 | 新進 |
| DRW Securities, L.L.C. | 20,855 | $217.9 萬 | 0.68% | +20,855 | 新進 |
| Northstar Asset Management LLC | 20,843 | $217.8 萬 | 0.73% | 00.0% | 不變 |
| Cohen Investment Advisors LLC | 20,843 | $217.8 萬 | 2.00% | +238+1.2% | 加碼 |
| Avidian Wealth Solutions, LLC | 20,818 | $217.5 萬 | 0.16% | −1,415−6.4% | 減碼 |
| Sentinel Trust Co Lba | 20,797 | $217.3 萬 | 0.36% | −538−2.5% | 減碼 |
| Cobblestone Capital Advisors LLC | 20,797 | $217.3 萬 | 0.18% | −359−1.7% | 減碼 |
| WCG Wealth Advisors LLC | 17,349 | $217.3 萬 | 0.29% | −2,002−10.3% | 減碼 |
| Sentry Investment Management LLC | 20,783 | $217.2 萬 | 1.03% | +670+3.3% | 加碼 |
| Seascape Capital Management | 20,771 | $217.1 萬 | 1.49% | +569+2.8% | 加碼 |
| BCGM Wealth Management, LLC | 17,052 | $216.5 萬 | 1.08% | +884+5.5% | 加碼 |
| BBR Partners, LLC | 20,710 | $216.4 萬 | 0.28% | −5,575−21.2% | 減碼 |
| First PREMIER Bank | 20,691 | $216.2 萬 | 0.71% | +50+0.2% | 加碼 |
| Mayflower Financial Advisors, LLC | 20,667 | $216.0 萬 | 0.35% | −1,434−6.5% | 減碼 |
| Q Capital Solutions | 20,666 | $216.0 萬 | 7.58% | −892−4.1% | 減碼 |
| Ironwood Investment Counsel, LLC | 20,632 | $215.6 萬 | 0.62% | +1,351+7.0% | 加碼 |
| WMS Partners, LLC | 20,576 | $215.0 萬 | 0.29% | +540+2.7% | 加碼 |
| Titleist Asset Management, Ltd. | 20,541 | $214.7 萬 | 0.51% | −80−0.4% | 減碼 |
| First United Bank Trust | 20,417 | $213.4 萬 | 1.07% | −780−3.7% | 減碼 |
| TCG Advisory Services, LLC | 20,421 | $213.4 萬 | 0.65% | +479+2.4% | 加碼 |
| Dumont & Blake Investment Advisors LLC | 20,388 | $213.1 萬 | 0.80% | +661+3.4% | 加碼 |
| Knott David M Jr | 20,385 | $213.0 萬 | 1.00% | 00.0% | 不變 |
| Affinity Investment Advisors, LLC | 20,375 | $212.9 萬 | 1.10% | −121−0.6% | 減碼 |
| O'Dell Group, LLC | 20,374 | $212.9 萬 | 0.77% | +276+1.4% | 加碼 |
| Tiemann Investment Advisors, LLC | 20,324 | $212.4 萬 | 1.38% | −5,520−21.4% | 減碼 |
| Prosperity Consulting Group, LLC | 20,307 | $212.2 萬 | 1.74% | +474+2.4% | 加碼 |
| Certified Advisory Corp | 20,284 | $212.0 萬 | 0.48% | +573+2.9% | 加碼 |
| Seeyond | 20,287 | $211.9 萬 | 0.26% | +1,151+6.0% | 加碼 |
| Leith Wheeler Investment Counsel Ltd. | 20,234 | $211.4 萬 | 0.35% | +6,790+50.5% | 加碼 |
| Keystone Financial Group | 20,224 | $211.3 萬 | 0.43% | +1,787+9.7% | 加碼 |
| Sawyer & Company, Inc | 20,196 | $211.0 萬 | 1.15% | +392+2.0% | 加碼 |
| Providence Wealth Advisors, LLC | 16,134 | $211.0 萬 | 1.58% | −347−2.1% | 減碼 |
| Van Cleef Asset Management,Inc | 20,168 | $210.8 萬 | 0.41% | +27+0.1% | 加碼 |
| Beech Hill Advisors, Inc. | 20,154 | $210.6 萬 | 1.21% | +292+1.5% | 加碼 |
| Quadrature Capital Ltd | 20,111 | $210.4 萬 | 0.07% | +12,382+160.2% | 加碼 |
| Econ Financial Services Corp | 20,135 | $210.4 萬 | 1.73% | +20,135 | 新進 |