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
- 3,396
- 較 2022 年第 2 季 +13 家
- 持有股數
- 20.3 億
- 較 2022 年第 2 季 +170.0 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 1,679 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 |
|---|---|---|---|---|---|
| Kestra Private Wealth Services, LLC | 157,767 | $1,649 萬 | 0.95% | +27,838+21.4% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 157,423 | $1,645 萬 | 0.31% | +12,052+8.3% | 加碼 |
| Miramar Capital, LLC | 126,052 | $1,635 萬 | 4.50% | +7,372+6.2% | 加碼 |
| Evergreen Capital Management LLC | 155,689 | $1,627 萬 | 0.85% | +21,303+15.9% | 加碼 |
| JustInvest LLC | 154,435 | $1,614 萬 | 0.73% | +28,528+22.7% | 加碼 |
| Aptus Capital Advisors, LLC | 153,622 | $1,605 萬 | 0.51% | +15,607+11.3% | 加碼 |
| Jupiter Asset Management Ltd | 152,665 | $1,595 萬 | 0.25% | +7,169+4.9% | 加碼 |
| Citizens Financial Group Inc | 152,346 | $1,592 萬 | 0.71% | +1,985+1.3% | 加碼 |
| Integrity Advisory, LLC | 152,249 | $1,591 萬 | 14.78% | +50,937+50.3% | 加碼 |
| Capital International Sarl | 152,080 | $1,589 萬 | 1.28% | +3,531+2.4% | 加碼 |
| Allen Investment Management LLC | 152,003 | $1,588 萬 | 0.27% | +350+0.2% | 加碼 |
| Brookstone Capital Management | 152,881 | $1,584 萬 | 0.37% | +890+0.6% | 加碼 |
| FineMark National Bank & Trust | 150,429 | $1,572 萬 | 0.78% | −33,092−18.0% | 減碼 |
| Wesleyan Assurance Society | 150,207 | $1,571 萬 | 2.41% | 00.0% | 不變 |
| New Mexico Educational Retirement Board | 150,150 | $1,569 萬 | 0.85% | −13,700−8.4% | 減碼 |
| MUFG Securities EMEA plc | 148,134 | $1,548 萬 | 0.31% | +148,134 | 新進 |
| Dixon Mitchell Investment Counsel Inc. | 147,387 | $1,540 萬 | 1.15% | −2,387−1.6% | 減碼 |
| Parsons Capital Management Inc | 147,131 | $1,538 萬 | 1.38% | +5,763+4.1% | 加碼 |
| Azimuth Capital Investment Management LLC | 146,972 | $1,536 萬 | 0.84% | −441−0.3% | 減碼 |
| Avantax Advisory Services, Inc. | 144,924 | $1,515 萬 | 0.23% | +8,081+5.9% | 加碼 |
| National Asset Management, Inc. | 143,788 | $1,503 萬 | 0.45% | +36,218+33.7% | 加碼 |
| Logan Capital Management Inc | 143,178 | $1,496 萬 | 0.90% | −1,324−0.9% | 減碼 |
| Jones Financial Companies LLLP | 143,127 | $1,496 萬 | 0.03% | +5,236+3.8% | 加碼 |
| Banque Pictet & Cie SA | 142,910 | $1,493 萬 | 0.16% | −2,430−1.7% | 減碼 |
| Ziegler Capital Management, LLC | 142,369 | $1,491 萬 | 0.65% | −3,673−2.5% | 減碼 |
| Private Asset Management Inc | 141,998 | $1,484 萬 | 2.62% | −1,015−0.7% | 減碼 |
| Ruffer LLP | 137,204 | $1,484 萬 | 0.93% | −55,638−28.9% | 減碼 |
| Core Alternative Capital | 141,847 | $1,482 萬 | 2.36% | +57,750+68.7% | 加碼 |
| Resources Management Corp | 141,841 | $1,482 萬 | 2.56% | −322−0.2% | 減碼 |
| Adviser Investments LLC | 141,743 | $1,481 萬 | 1.04% | +4,202+3.1% | 加碼 |
| Foster Dykema Cabot & Co Inc | 141,457 | $1,478 萬 | 1.86% | −15,810−10.1% | 減碼 |
| Patten & Patten Inc | 141,298 | $1,477 萬 | 1.40% | +722+0.5% | 加碼 |
| BLB&B Advisors, LLC | 141,000 | $1,474 萬 | 1.23% | +755+0.5% | 加碼 |
| Illinois Municipal Retirement Fund | 140,883 | $1,472 萬 | 0.36% | −4,678−3.2% | 減碼 |
| Stonebridge Capital Advisors LLC | 140,618 | $1,470 萬 | 1.89% | +7,192+5.4% | 加碼 |
| Equitable Holdings, Inc. | 139,936 | $1,462 萬 | 0.29% | +12,949+10.2% | 加碼 |
| Bollard Group LLC | 139,732 | $1,460 萬 | 0.61% | +423+0.3% | 加碼 |
| Achmea Investment Management B.V. | 139,397 | $1,457 萬 | 0.52% | −48,038−25.6% | 減碼 |
| Narwhal Capital Management | 138,281 | $1,445 萬 | 2.09% | −2,462−1.7% | 減碼 |
| Moors & Cabot, Inc. | 138,131 | $1,444 萬 | 1.10% | +6,852+5.2% | 加碼 |
| Neville Rodie & Shaw Inc | 137,465 | $1,437 萬 | 1.41% | −10,796−7.3% | 減碼 |
| Fiduciary Group LLC | 105,859 | $1,430 萬 | 1.85% | +2,388+2.3% | 加碼 |
| Rbo & Co LLC | 136,658 | $1,428 萬 | 2.84% | +4,968+3.8% | 加碼 |
| Courant Investment Management LLC | 136,592 | $1,427 萬 | 15.45% | 00.0% | 不變 |
| Osborne Partners Capital Management, LLC | 135,988 | $1,421 萬 | 1.19% | +677+0.5% | 加碼 |
| Bank of the West | 135,996 | $1,421 萬 | 1.85% | +4,388+3.3% | 加碼 |
| Willis Investment Counsel | 134,680 | $1,407 萬 | 1.02% | −19,000−12.4% | 減碼 |
| Hantz Financial Services, Inc. | 134,140 | $1,402 萬 | 0.48% | +3,820+2.9% | 加碼 |
| Fukoku Mutual Life Insurance Co | 134,100 | $1,401 萬 | 1.32% | 00.0% | 不變 |
| Albion Financial Group | 132,531 | $1,385 萬 | 1.43% | +1,421+1.1% | 加碼 |
| Callahan Advisors, LLC | 132,347 | $1,383 萬 | 1.99% | +1,152+0.9% | 加碼 |
| Cresset Asset Management, LLC | 132,059 | $1,380 萬 | 0.17% | −8,166−5.8% | 減碼 |
| Noesis Capital Mangement Corp | 131,719 | $1,377 萬 | 4.17% | −454−0.3% | 減碼 |
| Waverton Investment Management Ltd | 131,619 | $1,375 萬 | 0.56% | +21,832+19.9% | 加碼 |
| Hi-Line Capital Management, LLC | 131,208 | $1,372 萬 | 5.53% | −2,831−2.1% | 減碼 |
| Curi Capital | 130,973 | $1,369 萬 | 2.27% | +16,605+14.5% | 加碼 |
| Bourgeon Capital Management LLC | 130,500 | $1,364 萬 | 3.75% | +4,435+3.5% | 加碼 |
| First Long Island Investors, LLC | 130,374 | $1,362 萬 | 1.51% | −1,559−1.2% | 減碼 |
| CWM, LLC | 129,110 | $1,349 萬 | 0.11% | +27,937+27.6% | 加碼 |
| Kanawha Capital Management LLC | 129,081 | $1,349 萬 | 1.47% | −340.0% | 減碼 |
| First American Bank | 128,605 | $1,344 萬 | 1.40% | −1,041−0.8% | 減碼 |
| Steel Peak Wealth Management LLC | 128,310 | $1,341 萬 | 1.01% | +2,838+2.3% | 加碼 |
| Linscomb & Williams, Inc. | 128,044 | $1,338 萬 | 0.81% | +1,457+1.2% | 加碼 |
| Rempart Asset Management Inc. | 127,731 | $1,335 萬 | 3.46% | +5,212+4.3% | 加碼 |
| Forbes J M & Co LLP | 127,076 | $1,328 萬 | 2.08% | +1,436+1.1% | 加碼 |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 126,442 | $1,321 萬 | 6.23% | +1,516+1.2% | 加碼 |
| Snowden Capital Advisors LLC | 126,311 | $1,320 萬 | 0.60% | +26,634+26.7% | 加碼 |
| Regentatlantic Capital LLC | 125,952 | $1,316 萬 | 0.39% | +1,332+1.1% | 加碼 |
| Point72 Asset Management, L.P. | 125,770 | $1,314 萬 | 0.06% | +125,770 | 新進 |
| Adams Diversified Equity Fund, Inc. | 124,700 | $1,303 萬 | 0.65% | 00.0% | 不變 |
| Motco | 124,680 | $1,303 萬 | 1.03% | +675+0.5% | 加碼 |
| Alley Investment Management Company, LLC | 124,462 | $1,301 萬 | 2.59% | +991+0.8% | 加碼 |
| Valeo Financial Advisors, LLC | 148,655 | $1,300 萬 | 0.83% | +5,927+4.2% | 加碼 |
| Birch Hill Investment Advisors LLC | 124,339 | $1,299 萬 | 0.88% | +4,963+4.2% | 加碼 |
| Guardian Capital Advisors LP | 125,232 | $1,298 萬 | 1.62% | +4,725+3.9% | 加碼 |
| Steigerwald, Gordon & Koch Inc. | 123,612 | $1,292 萬 | 2.37% | +5,460+4.6% | 加碼 |
| Culbertson A N & Co Inc | 123,361 | $1,289 萬 | 2.99% | −180−0.1% | 減碼 |
| Bank Hapoalim BM | 123,269 | $1,288 萬 | 1.62% | +93,418+312.9% | 加碼 |
| Allstate Corp | 122,865 | $1,284 萬 | 0.37% | −13,227−9.7% | 減碼 |
| Hosking Partners LLP | 122,348 | $1,279 萬 | 0.56% | −7,544−5.8% | 減碼 |
| Atlantic Union Bankshares Corp | 122,322 | $1,278 萬 | 1.47% | −5,068−4.0% | 減碼 |
| Great Valley Advisor Group, Inc. | 121,895 | $1,274 萬 | 0.71% | +2,593+2.2% | 加碼 |
| PGGM Investments | 121,871 | $1,274 萬 | 0.22% | +121,871 | 新進 |
| Cypress Capital Management LLC | 121,756 | $1,272 萬 | 2.36% | −15,518−11.3% | 減碼 |
| KMG Fiduciary Partners, LLC | 120,910 | $1,264 萬 | 2.43% | +2,682+2.3% | 加碼 |
| Advisor Partners II, LLC | 120,816 | $1,263 萬 | 0.95% | +120,816 | 新進 |
| Financial Partners Capital Management LLC | 120,378 | $1,258 萬 | 2.98% | +370.0% | 加碼 |
| Holocene Advisors, LP | 120,208 | $1,256 萬 | 0.08% | −443,699−78.7% | 減碼 |
| Banque Cantonale Vaudoise | 119,165 | $1,245 萬 | 0.71% | −9,134−7.1% | 減碼 |
| Prospera Financial Services Inc | 119,088 | $1,245 萬 | 0.65% | +6,675+5.9% | 加碼 |
| Bailard, Inc. | 118,899 | $1,242 萬 | 0.51% | −4,222−3.4% | 減碼 |
| Stillwater Capital Advisors, LLC | 118,313 | $1,236 萬 | 2.82% | −6,791−5.4% | 減碼 |
| Wedbush Securities Inc | 118,110 | $1,234 萬 | 0.69% | +15,805+15.4% | 加碼 |
| Intact Investment Management Inc. | 117,300 | $1,227 萬 | 0.40% | +34,500+41.7% | 加碼 |
| Cinctive Capital Management LP | 117,239 | $1,225 萬 | 0.56% | +117,239 | 新進 |
| TD Private Client Wealth LLC | 117,067 | $1,223 萬 | 0.63% | +25,139+27.3% | 加碼 |
| Cabot Wealth Management Inc | 116,281 | $1,215 萬 | 2.05% | −6,239−5.1% | 減碼 |
| NewEdge Wealth, LLC | 116,052 | $1,213 萬 | 0.57% | +513+0.4% | 加碼 |
| United Services Automobile Association | 115,695 | $1,209 萬 | 0.34% | +4,474+4.0% | 加碼 |
| Webster Bank, N. A. | 114,195 | $1,193 萬 | 1.73% | +127+0.1% | 加碼 |