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 5,157 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 | 5,157 | $6,437 億 |
| 2026 年第 1 季 | 5,103 | $5,721 億 |
| 2025 年第 4 季 | 5,155 | $6,395 億 |
| 2025 年第 3 季 | 4,766 | $6,180 億 |
| 2025 年第 2 季 | 4,753 | $5,824 億 |
| 2025 年第 1 季 | 4,680 | $4,946 億 |
| 2024 年第 4 季 | 4,680 | $4,900 億 |
| 2024 年第 3 季 | 4,216 | $4,294 億 |
| 2024 年第 2 季 | 4,182 | $4,162 億 |
| 2024 年第 1 季 | 4,121 | $4,145 億 |
| 2023 年第 4 季 | 4,002 | $3,518 億 |
| 2023 年第 3 季 | 3,711 | $2,970 億 |
| 2023 年第 2 季 | 3,673 | $2,976 億 |
| 2023 年第 1 季 | 3,613 | $2,663 億 |
| 2022 年第 4 季 | 3,629 | $2,783 億 |
| 2022 年第 3 季 | 3,396 | $2,129 億 |
| 2022 年第 2 季 | 3,428 | $2,293 億 |
| 2022 年第 1 季 | 3,520 | $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 |
|---|---|---|---|---|---|
| Chilton Capital Management LLC | 216,249 | $2,260 萬 | 1.50% | +417+0.2% | 加碼 |
| Algebris (UK) Ltd | 218,252 | $2,258 萬 | 10.14% | +193,252+773.0% | 加碼 |
| St Germain D J Co Inc | 200,268 | $2,255 萬 | 1.49% | 00.0% | 不變 |
| Salem Investment Counselors Inc | 214,411 | $2,241 萬 | 1.02% | +7,000+3.4% | 加碼 |
| Johnson Investment Counsel Inc | 213,971 | $2,236 萬 | 0.33% | −360−0.2% | 減碼 |
| Oakworth Capital, Inc. | 213,913 | $2,235 萬 | 2.47% | +2,242+1.1% | 加碼 |
| Manitou Investment Management Ltd. | 213,169 | $2,228 萬 | 4.19% | +6,479+3.1% | 加碼 |
| Atria Investments LLC | 210,486 | $2,200 萬 | 0.49% | +12,546+6.3% | 加碼 |
| Capital International Ltd | 209,903 | $2,194 萬 | 1.53% | +8,915+4.4% | 加碼 |
| Howard Capital Management Group, LLC | 209,833 | $2,193 萬 | 2.77% | +500+0.2% | 加碼 |
| LaFleur & Godfrey LLC | 208,985 | $2,184 萬 | 3.89% | −8,294−3.8% | 減碼 |
| Northeast Investment Management | 208,150 | $2,175 萬 | 1.47% | −4,165−2.0% | 減碼 |
| Chesley Taft & Associates LLC | 207,838 | $2,172 萬 | 1.60% | −739−0.4% | 減碼 |
| Smith, Salley & Associates | 207,392 | $2,167 萬 | 2.02% | −1,144−0.5% | 減碼 |
| Pictet & Cie (Europe) SA | 206,610 | $2,159 萬 | 1.06% | 00.0% | 不變 |
| LMCG Investments, LLC | 205,628 | $2,149 萬 | 1.57% | +1,448+0.7% | 加碼 |
| Absher Wealth Management, LLC | 205,545 | $2,148 萬 | 4.51% | +20,569+11.1% | 加碼 |
| Brinker Capital Investments, LLC | 205,496 | $2,148 萬 | 0.44% | +9,437+4.8% | 加碼 |
| Ieq Capital, LLC | 203,905 | $2,131 萬 | 0.58% | +32,439+18.9% | 加碼 |
| Eagle Global Advisors LLC | 202,630 | $2,118 萬 | 1.59% | −2,913−1.4% | 減碼 |
| Wafra Inc. | 201,925 | $2,110 萬 | 0.84% | +444+0.2% | 加碼 |
| Hancock Whitney Corp | 201,893 | $2,110 萬 | 0.90% | −8,139−3.9% | 減碼 |
| Front Barnett Associates LLC | 201,394 | $2,105 萬 | 2.77% | +638+0.3% | 加碼 |
| Polar Asset Management Partners Inc. | 200,700 | $2,097 萬 | 0.28% | +200,700 | 新進 |
| Estabrook Capital Management | 200,687 | $2,097 萬 | 3.90% | −2,029−1.0% | 減碼 |
| Community Trust & Investment Co | 198,783 | $2,077 萬 | 1.98% | +2,372+1.2% | 加碼 |
| Cetera Investment Advisers | 197,963 | $2,069 萬 | 0.41% | −76,879−28.0% | 減碼 |
| Cardinal Capital Management, Inc. | 196,966 | $2,058 萬 | 1.25% | +120+0.1% | 加碼 |
| Shufro Rose & Co LLC | 196,697 | $2,056 萬 | 2.05% | −2,516−1.3% | 減碼 |
| Thomasville National Bank | 196,262 | $2,051 萬 | 2.46% | +5,011+2.6% | 加碼 |
| Weiss Multi-Strategy Advisers LLC | 196,149 | $2,050 萬 | 0.56% | +196,149 | 新進 |
| Wade G W & Inc | 195,013 | $2,038 萬 | 1.00% | +3,938+2.1% | 加碼 |
| Cullinan Associates Inc | 194,775 | $2,035 萬 | 1.29% | +11,562+6.3% | 加碼 |
| Braun Stacey Associates Inc | 194,154 | $2,029 萬 | 1.23% | −13,238−6.4% | 減碼 |
| Capital Investment Advisors, LLC | 193,676 | $2,024 萬 | 0.69% | +12,149+6.7% | 加碼 |
| Anchor Capital Advisors LLC | 193,029 | $2,017 萬 | 0.56% | −11,648−5.7% | 減碼 |
| Levin Capital Strategies, L.P. | 193,015 | $2,017 萬 | 2.75% | −14,494−7.0% | 減碼 |
| Janney Capital Management LLC | 190,273 | $1,988 萬 | 1.62% | +4,526+2.4% | 加碼 |
| Oak Associates, Ltd | 187,746 | $1,962 萬 | 1.66% | −2,557−1.3% | 減碼 |
| Louisiana State Employees Retirement System | 187,700 | $1,962 萬 | 0.57% | +1,700+0.9% | 加碼 |
| Nippon Life Global Investors Americas, Inc. | 187,390 | $1,958 萬 | 1.38% | −40,610−17.8% | 減碼 |
| Kettle Hill Capital Management, LLC | 187,228 | $1,957 萬 | 4.63% | +34,975+23.0% | 加碼 |
| Atria Wealth Solutions, Inc. | 185,852 | $1,942 萬 | 0.34% | −746−0.4% | 減碼 |
| National Mutual Insurance Federation of Agricultural Cooperatives | 184,900 | $1,932 萬 | 0.22% | 00.0% | 不變 |
| Silvercrest Asset Management Group LLC | 184,382 | $1,927 萬 | 0.16% | −1,235−0.7% | 減碼 |
| Palisade Capital Management LLC | 182,706 | $1,909 萬 | 0.54% | +7,215+4.1% | 加碼 |
| Hyman Charles D | 182,580 | $1,908 萬 | 1.47% | +705+0.4% | 加碼 |
| Wharton Business Group, LLC | 182,390 | $1,906 萬 | 1.29% | +1,546+0.9% | 加碼 |
| Wilsey Asset Management Inc | 181,798 | $1,900 萬 | 5.00% | +7,807+4.5% | 加碼 |
| Rockland Trust Co | 181,407 | $1,896 萬 | 1.35% | +10,280+6.0% | 加碼 |
| Sandy Spring Bank | 181,174 | $1,893 萬 | 1.20% | −1,847−1.0% | 減碼 |
| Independent Advisor Alliance | 180,097 | $1,882 萬 | 1.10% | +2,517+1.4% | 加碼 |
| Polaris Wealth Advisory Group, LLC | 178,467 | $1,874 萬 | 1.56% | −125,620−41.3% | 減碼 |
| Marco Investment Management LLC | 178,656 | $1,867 萬 | 2.37% | −311−0.2% | 減碼 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 175,990 | $1,866 萬 | 1.55% | 00.0% | 不變 |
| Central Trust Co | 178,408 | $1,864 萬 | 0.64% | −3,544−1.9% | 減碼 |
| Tower Bridge Advisors | 178,234 | $1,863 萬 | 1.66% | +1,660+0.9% | 加碼 |
| American Assets Investment Management, LLC | 177,600 | $1,856 萬 | 2.42% | 00.0% | 不變 |
| Franklin Street Advisors Inc | 177,577 | $1,856 萬 | 1.88% | +15,649+9.7% | 加碼 |
| Appleton Partners Inc | 176,352 | $1,843 萬 | 1.84% | −1,966−1.1% | 減碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 175,884 | $1,838 萬 | 1.60% | −276−0.2% | 減碼 |
| KCM Investment Advisors LLC | 175,555 | $1,835 萬 | 0.85% | +1,040+0.6% | 加碼 |
| BTR Capital Management Inc | 175,371 | $1,833 萬 | 2.86% | −491−0.3% | 減碼 |
| Doyle Wealth Management | 174,987 | $1,829 萬 | 1.57% | +2,109+1.2% | 加碼 |
| Group One Trading, L.P. | 173,828 | $1,817 萬 | 0.59% | −132,556−43.3% | 減碼 |
| Farmers & Merchants Investments Inc | 173,124 | $1,809 萬 | 0.82% | +10,072+6.2% | 加碼 |
| Congress Wealth Management LLC | 172,401 | $1,802 萬 | 0.49% | +6,980+4.2% | 加碼 |
| Ironvine Capital Partners, LLC | 172,050 | $1,798 萬 | 2.41% | +22,254+14.9% | 加碼 |
| Metropolitan Life Insurance Co | 171,740 | $1,795 萬 | 0.85% | −2,321−1.3% | 減碼 |
| Randolph Co Inc | 171,464 | $1,792 萬 | 2.84% | +240.0% | 加碼 |
| Northeast Financial Consultants Inc | 171,437 | $1,792 萬 | 1.31% | −1,441−0.8% | 減碼 |
| Trust Co of Vermont | 171,369 | $1,791 萬 | 1.42% | +11,987+7.5% | 加碼 |
| Fort Pitt Capital Group, LLC | 170,514 | $1,782 萬 | 0.82% | +18,373+12.1% | 加碼 |
| Bank of Nova Scotia Trust Co | 169,779 | $1,774 萬 | 2.01% | +1,656+1.0% | 加碼 |
| Blue Chip Partners, Inc. | 169,561 | $1,772 萬 | 2.43% | +6,551+4.0% | 加碼 |
| Veritable, L.P. | 169,528 | $1,772 萬 | 0.34% | −9,110−5.1% | 減碼 |
| First Fiduciary Investment Counsel, Inc. | 168,914 | $1,765 萬 | 4.43% | +6,449+4.0% | 加碼 |
| Kiwi Wealth Investments Limited Partnership | 156,741 | $1,765 萬 | 1.22% | 00.0% | 不變 |
| Erste Asset Management GmbH | 166,400 | $1,762 萬 | 0.39% | −24,618−12.9% | 減碼 |
| PEAK6 Investments LLC | 168,216 | $1,758 萬 | 0.65% | −294,648−63.7% | 減碼 |
| Moody Lynn & Lieberson, LLC | 167,740 | $1,753 萬 | 1.69% | −34,322−17.0% | 減碼 |
| Arvest Trust Co N A | 167,592 | $1,751 萬 | 1.21% | +4,789+2.9% | 加碼 |
| Easterly Investment Partners LLC | 167,575 | $1,751 萬 | 1.68% | +17,902+12.0% | 加碼 |
| Villere St Denis J & Co LLC | 166,811 | $1,743 萬 | 1.39% | +700.0% | 加碼 |
| Overbrook Management Corp | 166,612 | $1,741 萬 | 4.95% | +52,915+46.5% | 加碼 |
| Prudential PLC | 166,079 | $1,736 萬 | 0.27% | +10,831+7.0% | 加碼 |
| Howe & Rusling Inc | 165,345 | $1,728 萬 | 2.29% | +1,984+1.2% | 加碼 |
| Lowe Brockenbrough & Co Inc | 163,788 | $1,712 萬 | 1.65% | −1,508−0.9% | 減碼 |
| Carret Asset Management, LLC | 163,344 | $1,707 萬 | 2.55% | −401−0.2% | 減碼 |
| South State Corp. | 162,594 | $1,699 萬 | 1.69% | +3,364+2.1% | 加碼 |
| Point72 Hong Kong Ltd | 162,492 | $1,698 萬 | 1.02% | +148,282+1,043.5% | 加碼 |
| We Are One Seven, LLC | 82,306 | $1,695 萬 | 1.62% | +432+0.5% | 加碼 |
| Sequoia Financial Advisors, LLC | 162,070 | $1,694 萬 | 0.53% | +9,914+6.5% | 加碼 |
| Verity & Verity, LLC | 161,823 | $1,691 萬 | 2.72% | +4,686+3.0% | 加碼 |
| Acadian Asset Management LLC | 161,797 | $1,690 萬 | 0.09% | +15,138+10.3% | 加碼 |
| Rothschild Investment Corp | 160,559 | $1,678 萬 | 1.66% | −3,317−2.0% | 減碼 |
| Alpine Woods Capital Investors, LLC | 158,338 | $1,655 萬 | 2.25% | −557−0.4% | 減碼 |
| Abner Herrman & Brock LLC | 158,209 | $1,653 萬 | 3.03% | +2,023+1.3% | 加碼 |
| Osher Van de Voorde Investment Management | 157,935 | $1,650 萬 | 4.55% | +9,367+6.3% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 157,827 | $1,649 萬 | 0.84% | +9,306+6.3% | 加碼 |