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 |
|---|---|---|---|---|---|
| TruWealth Advisors, LLC | 113,865 | $1,190 萬 | 1.26% | +6,994+6.5% | 加碼 |
| Drexel Morgan & Co. | 112,950 | $1,180 萬 | 2.84% | +100+0.1% | 加碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 112,764 | $1,178 萬 | 0.51% | +5,705+5.3% | 加碼 |
| Meridian Wealth Management, LLC | 112,270 | $1,173 萬 | 1.26% | +1,419+1.3% | 加碼 |
| United Asset Strategies, Inc. | 112,106 | $1,172 萬 | 1.80% | −2,553−2.2% | 減碼 |
| Perfromance Wealth Partners, LLC | 111,927 | $1,170 萬 | 0.68% | −5,319−4.5% | 減碼 |
| J.P. Marvel Investment Advisors, LLC | 111,676 | $1,167 萬 | 2.97% | −95−0.1% | 減碼 |
| MainStreet Investment Advisors LLC | 111,436 | $1,165 萬 | 1.42% | +70.0% | 加碼 |
| Ally Financial Inc. | 111,000 | $1,160 萬 | 1.91% | 00.0% | 不變 |
| Congress Asset Management Co | 110,971 | $1,160 萬 | 0.12% | −38,322−25.7% | 減碼 |
| Gillespie Robinson & Grimm Inc | 110,771 | $1,158 萬 | 1.26% | −119,042−51.8% | 減碼 |
| Baltimore-Washington Financial Advisors, Inc. | 110,333 | $1,157 萬 | 1.00% | −1,774−1.6% | 減碼 |
| Canandaigua National Corp | 110,498 | $1,155 萬 | 2.05% | +12,459+12.7% | 加碼 |
| Bright Rock Capital Management, LLC | 110,000 | $1,150 萬 | 3.22% | +50,000+83.3% | 加碼 |
| Texas Yale Capital Corp. | 109,600 | $1,145 萬 | 0.73% | −261−0.2% | 減碼 |
| Grassi Investment Management | 109,259 | $1,142 萬 | 1.68% | −197−0.2% | 減碼 |
| Dearborn Partners LLC | 109,055 | $1,140 萬 | 0.50% | +1,130+1.0% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 108,922 | $1,138 萬 | 0.28% | −22,279−17.0% | 減碼 |
| Thompson Siegel & Walmsley LLC | 108,256 | $1,131 萬 | 0.20% | −2,259−2.0% | 減碼 |
| Adell Harriman & Carpenter Inc | 108,184 | $1,131 萬 | 1.38% | −745−0.7% | 減碼 |
| Colonial Trust Advisors | 107,857 | $1,127 萬 | 1.53% | +4,281+4.1% | 加碼 |
| Woodley Farra Manion Portfolio Management Inc | 107,729 | $1,126 萬 | 0.91% | +742+0.7% | 加碼 |
| Gluskin Sheff & Assoc Inc | 107,326 | $1,122 萬 | 0.67% | −1,141−1.1% | 減碼 |
| IFP Advisors, Inc | 131,320 | $1,121 萬 | 0.33% | +6,036+4.8% | 加碼 |
| TownSquare Capital, LLC | 107,199 | $1,120 萬 | 0.32% | +1,966+1.9% | 加碼 |
| Cannell Peter B & Co Inc | 106,813 | $1,116 萬 | 0.43% | −726−0.7% | 減碼 |
| New England Asset Management Inc | 106,801 | $1,116 萬 | 0.19% | +6,904+6.9% | 加碼 |
| Inverness Counsel LLC | 106,755 | $1,116 萬 | 0.62% | +522+0.5% | 加碼 |
| Northwest & Ethical Investments L.P. | 106,643 | $1,114 萬 | 0.45% | +352+0.3% | 加碼 |
| Kemnay Advisory Services Inc. | 106,628 | $1,114 萬 | 3.58% | −47,319−30.7% | 減碼 |
| Ashburton (Jersey) Ltd | 106,318 | $1,111 萬 | 6.63% | −2,454−2.3% | 減碼 |
| Baxter Bros Inc | 106,202 | $1,110 萬 | 1.97% | +849+0.8% | 加碼 |
| James Investment Research Inc | 106,005 | $1,108 萬 | 1.58% | −18,143−14.6% | 減碼 |
| Integrated Advisors Network LLC | 105,575 | $1,103 萬 | 0.75% | +2,506+2.4% | 加碼 |
| Nicola Wealth Management Ltd. | 105,500 | $1,103 萬 | 1.21% | +1,500+1.4% | 加碼 |
| Torray LLC | 105,356 | $1,101 萬 | 2.19% | +1,476+1.4% | 加碼 |
| Pictet North America Advisors SA | 105,116 | $1,098 萬 | 1.75% | −3,361−3.1% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 105,094 | $1,098 萬 | 1.02% | +4,750+4.7% | 加碼 |
| Matthew 25 Management Corp | 105,000 | $1,097 萬 | 4.52% | 00.0% | 不變 |
| Anderson Hoagland & Co | 104,985 | $1,097 萬 | 1.76% | −830−0.8% | 減碼 |
| HB Wealth Management, LLC | 104,964 | $1,097 萬 | 0.23% | +17,145+19.5% | 加碼 |
| Middleton & Co Inc | 104,573 | $1,093 萬 | 1.66% | −21,947−17.3% | 減碼 |
| Amica Mutual Insurance Co | 104,561 | $1,093 萬 | 1.55% | −15,352−12.8% | 減碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 104,474 | $1,092 萬 | 2.12% | +564+0.5% | 加碼 |
| CCM Investment Advisers LLC | 103,875 | $1,085 萬 | 1.85% | +2,317+2.3% | 加碼 |
| Diversified Trust Co | 103,471 | $1,081 萬 | 0.49% | −147−0.1% | 減碼 |
| SS&H Financial Advisors, Inc. | 103,286 | $1,079 萬 | 5.58% | 00.0% | 不變 |
| Park Avenue Securities LLC | 103,151 | $1,078 萬 | 0.21% | +8,547+9.0% | 加碼 |
| Rothschild Capital Partners, LLC | 103,059 | $1,077 萬 | 4.95% | 00.0% | 不變 |
| Pallas Capital Advisors LLC | 84,639 | $1,077 萬 | 1.20% | +4,656+5.8% | 加碼 |
| First Financial Bank - Trust Division | 102,945 | $1,076 萬 | 1.32% | +56+0.1% | 加碼 |
| Kingsview Wealth Management, LLC | 102,553 | $1,072 萬 | 0.51% | −12,349−10.7% | 減碼 |
| Washington Trust Bank | 102,414 | $1,070 萬 | 1.36% | −1,172−1.1% | 減碼 |
| Trust Co of Virginia | 102,185 | $1,068 萬 | 1.36% | +3,948+4.0% | 加碼 |
| Corient Capital Partners, LLC | 94,796 | $1,068 萬 | 0.82% | 00.0% | 不變 |
| Sonora Investment Management Group, LLC | 94,514 | $1,064 萬 | 1.37% | 00.0% | 不變 |
| Livforsakringsbolaget Skandia, Omsesidigt | 101,392 | $1,060 萬 | 1.31% | −34,000−25.1% | 減碼 |
| United Bank | 101,348 | $1,059 萬 | 1.63% | +105+0.1% | 加碼 |
| Advisory Services Network, LLC | 100,693 | $1,052 萬 | 0.37% | +402+0.4% | 加碼 |
| Chicago Partners Investment Group LLC | 80,047 | $1,052 萬 | 0.75% | +2,885+3.7% | 加碼 |
| Unigestion Holding SA | 98,975 | $1,051 萬 | 0.61% | −31,732−24.3% | 減碼 |
| Addenda Capital Inc. | 100,528 | $1,051 萬 | 0.48% | −12,869−11.3% | 減碼 |
| Lincoln National Corp | 100,308 | $1,048 萬 | 0.26% | +5,839+6.2% | 加碼 |
| Vancity Investment Management Ltd | 100,117 | $1,046 萬 | 1.66% | −1,748−1.7% | 減碼 |
| Verdence Capital Advisors LLC | 100,028 | $1,045 萬 | 1.44% | +3,421+3.5% | 加碼 |
| NBT Bank N A | 99,964 | $1,045 萬 | 1.71% | −2,609−2.5% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 99,841 | $1,043 萬 | 0.52% | +3,907+4.1% | 加碼 |
| Sigma Planning Corp | 99,705 | $1,042 萬 | 0.40% | −3,762−3.6% | 減碼 |
| Edge Capital Group, LLC | 99,578 | $1,041 萬 | 0.86% | +21,248+27.1% | 加碼 |
| Eagle Rock Investment Company, LLC | 99,388 | $1,039 萬 | 2.71% | −162−0.2% | 減碼 |
| Bragg Financial Advisors, Inc | 99,226 | $1,037 萬 | 0.72% | +2,177+2.2% | 加碼 |
| Clearstead Advisors, LLC | 99,002 | $1,035 萬 | 0.95% | −1,912−1.9% | 減碼 |
| ProVise Management Group, LLC | 98,697 | $1,031 萬 | 1.15% | +42,415+75.4% | 加碼 |
| Greenleaf Trust | 98,484 | $1,029 萬 | 0.15% | +13,876+16.4% | 加碼 |
| Telemus Capital, LLC | 98,352 | $1,028 萬 | 1.06% | +2,599+2.7% | 加碼 |
| First American Trust, FSB | 98,350 | $1,028 萬 | 1.73% | −1,413−1.4% | 減碼 |
| Transcend Wealth Collective, LLC | 98,253 | $1,027 萬 | 1.14% | +9,200+10.3% | 加碼 |
| Mitchell Sinkler & Starr | 98,031 | $1,024 萬 | 3.97% | +1,129+1.2% | 加碼 |
| Ledyard National Bank | 98,005 | $1,024 萬 | 1.33% | +3,672+3.9% | 加碼 |
| Yarbrough Capital, LLC | 97,875 | $1,023 萬 | 0.82% | 00.0% | 不變 |
| CSM Advisors, LLC | 97,840 | $1,022 萬 | 1.13% | −11,380−10.4% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 97,353 | $1,017 萬 | 0.57% | −4,487−4.4% | 減碼 |
| Edge Wealth Management LLC | 96,257 | $1,017 萬 | 2.25% | +212+0.2% | 加碼 |
| Westchester Capital Management, Inc. | 97,226 | $1,016 萬 | 3.28% | +576+0.6% | 加碼 |
| Farmers Trust Co | 96,425 | $1,008 萬 | 2.52% | +25,783+36.5% | 加碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 96,328 | $1,007 萬 | 1.37% | +914+1.0% | 加碼 |
| Engineers Gate Manager LP | 95,961 | $1,003 萬 | 0.62% | +3,253+3.5% | 加碼 |
| Charter Trust Co | 95,944 | $1,003 萬 | 0.86% | +1,099+1.2% | 加碼 |
| Assenagon Asset Management S.A. | 95,541 | $998.4 萬 | 0.04% | +51,027+114.6% | 加碼 |
| Prime Capital Investment Advisors, LLC | 95,451 | $997.5 萬 | 0.57% | +12,701+15.3% | 加碼 |
| Penobscot Investment Management Company, Inc. | 95,222 | $995.1 萬 | 1.86% | +270.0% | 加碼 |
| Novare Capital Management LLC | 95,150 | $994.3 萬 | 1.27% | −6,805−6.7% | 減碼 |
| BTC Capital Management, Inc. | 95,067 | $993.1 萬 | 1.30% | −970−1.0% | 減碼 |
| Socorro Asset Management LP | 94,257 | $985.0 萬 | 4.59% | −12,814−12.0% | 減碼 |
| Peak Asset Management, LLC | 94,240 | $984.8 萬 | 2.80% | +8,219+9.6% | 加碼 |
| Jefferies Group LLC | 94,234 | $984.7 萬 | 0.29% | +21,182+29.0% | 加碼 |
| Montag A & Associates Inc | 93,715 | $979.3 萬 | 0.68% | −4,739−4.8% | 減碼 |
| Shell Asset Management Co | 93,386 | $975.9 萬 | 0.38% | −24,416−20.7% | 減碼 |
| Community Bank of Raymore | 93,385 | $975.9 萬 | 3.36% | +265+0.3% | 加碼 |
| Leavell Investment Management, Inc. | 93,391 | $975.9 萬 | 0.77% | +3,418+3.8% | 加碼 |