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 |
|---|---|---|---|---|---|
| Cincinnati Casualty Co | 93,000 | $971.9 萬 | 6.82% | 00.0% | 不變 |
| Cincinnati Specialty Underwriters Insurance CO | 93,000 | $971.9 萬 | 4.46% | 00.0% | 不變 |
| Stamos Capital Partners, L.P. | 92,920 | $971.0 萬 | 2.47% | +1,230+1.3% | 加碼 |
| Moneta Group Investment Advisors LLC | 92,670 | $968.4 萬 | 0.37% | +224+0.2% | 加碼 |
| Biondo Investment Advisors, LLC | 92,543 | $967.1 萬 | 2.23% | +1,711+1.9% | 加碼 |
| Rossmore Private Capital | 92,544 | $966.9 萬 | 1.73% | +1,654+1.8% | 加碼 |
| Martingale Asset Management L P | 92,485 | $966.5 萬 | 0.19% | −29,772−24.4% | 減碼 |
| Fred Alger Management, LLC | 92,361 | $965.2 萬 | 0.05% | +8,403+10.0% | 加碼 |
| Sand Hill Global Advisors, LLC | 92,224 | $963.7 萬 | 0.61% | −696−0.7% | 減碼 |
| Twin Tree Management, LP | 91,672 | $958.0 萬 | 0.26% | +91,672 | 新進 |
| Dowling & Yahnke LLC | 91,188 | $952.9 萬 | 0.44% | −1,441−1.6% | 減碼 |
| Endurance Wealth Management, Inc. | 91,162 | $952.6 萬 | 1.57% | +139+0.2% | 加碼 |
| Verition Fund Management LLC | 91,008 | $951.0 萬 | 0.13% | +67,563+288.2% | 加碼 |
| Maryland Capital Management | 90,885 | $949.7 萬 | 0.79% | −46,385−33.8% | 減碼 |
| American Portfolios Advisors | 90,859 | $949.5 萬 | 0.40% | +4,259+4.9% | 加碼 |
| Regent Investment Management LLC | 90,580 | $946.6 萬 | 2.76% | +260+0.3% | 加碼 |
| Stockman Wealth Management, Inc. | 90,202 | $942.6 萬 | 2.56% | +8,482+10.4% | 加碼 |
| Cincinnati Financial Corp | 90,000 | $940.5 萬 | 0.26% | 00.0% | 不變 |
| Viking Fund Management LLC | 90,000 | $940.5 萬 | 2.22% | +13,000+16.9% | 加碼 |
| Tufton Capital Management | 89,928 | $939.7 萬 | 2.27% | −34,215−27.6% | 減碼 |
| Circle Wealth Management, LLC | 89,739 | $937.8 萬 | 1.55% | −1,685−1.8% | 減碼 |
| Means Investment Co., Inc. | 88,843 | $928.4 萬 | 2.01% | +1,359+1.6% | 加碼 |
| JCIC Asset Management Inc. | 73,377 | $923.7 萬 | 4.26% | −2,617−3.4% | 減碼 |
| Beach Investment Counsel Inc | 88,220 | $921.9 萬 | 1.31% | −282−0.3% | 減碼 |
| Gratus Capital LLC | 87,717 | $916.6 萬 | 0.98% | +10,428+13.5% | 加碼 |
| Rice Partnership, LLC | 87,184 | $911.1 萬 | 2.92% | +8,827+11.3% | 加碼 |
| Choate Investment Advisors | 86,895 | $908.0 萬 | 0.60% | −925−1.1% | 減碼 |
| Cohen Capital Management, Inc. | 86,815 | $907.2 萬 | 2.00% | +60.0% | 加碼 |
| Lyell Wealth Management, LP | 86,391 | $902.8 萬 | 1.54% | +1,956+2.3% | 加碼 |
| Hoylecohen, LLC | 86,264 | $901.5 萬 | 0.99% | −20.0% | 減碼 |
| Cape Cod Five Cents Savings Bank | 86,186 | $900.6 萬 | 1.07% | −217−0.3% | 減碼 |
| Forum Financial Management, LP | 85,559 | $894.1 萬 | 0.43% | −7,542−8.1% | 減碼 |
| Brown Brothers Harriman & Co | 85,367 | $892.1 萬 | 0.08% | −2,545−2.9% | 減碼 |
| Sit Investment Associates Inc | 85,348 | $891.9 萬 | 0.27% | −3,945−4.4% | 減碼 |
| Beese Fulmer Investment Management, Inc. | 84,954 | $887.8 萬 | 1.19% | +2,343+2.8% | 加碼 |
| Girard Partners Ltd. | 84,623 | $884.3 萬 | 1.17% | −60.0% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 84,501 | $883.0 萬 | 0.52% | −6,768−7.4% | 減碼 |
| Earnest Partners LLC | 84,109 | $878.9 萬 | 0.06% | +2,706+3.3% | 加碼 |
| Palisade Asset Management, LLC | 83,907 | $876.8 萬 | 1.20% | +5,062+6.4% | 加碼 |
| Freestone Capital Holdings, LLC | 83,802 | $875.7 萬 | 0.39% | −6,106−6.8% | 減碼 |
| First Citizens Bank & Trust Co | 83,519 | $872.8 萬 | 0.29% | +272+0.3% | 加碼 |
| Kornitzer Capital Management Inc | 83,438 | $871.9 萬 | 0.19% | −4,269−4.9% | 減碼 |
| Hudson Valley Investment Advisors Inc | 83,399 | $871.5 萬 | 1.40% | +7,478+9.8% | 加碼 |
| Thompson Investment Management, Inc. | 83,182 | $869.2 萬 | 1.69% | +406+0.5% | 加碼 |
| Wetherby Asset Management Inc | 83,003 | $867.4 萬 | 0.61% | −449−0.5% | 減碼 |
| Segment Wealth Management, LLC | 82,816 | $865.4 萬 | 1.08% | +7,093+9.4% | 加碼 |
| Haverford Financial Services, Inc. | 82,808 | $865.3 萬 | 2.65% | −330.0% | 減碼 |
| Greenwood Gearhart Inc | 82,751 | $864.8 萬 | 1.37% | +5,210+6.7% | 加碼 |
| Schnieders Capital Management LLC | 82,360 | $860.7 萬 | 2.28% | +18,136+28.2% | 加碼 |
| Mutual Advisors, LLC | 82,089 | $857.8 萬 | 0.45% | +5,366+7.0% | 加碼 |
| Vantage Investment Partners, LLC | 81,952 | $856.4 萬 | 1.34% | +2,998+3.8% | 加碼 |
| Burns J W & Co Inc | 81,687 | $853.6 萬 | 1.68% | +168+0.2% | 加碼 |
| Courier Capital LLC | 81,653 | $853.3 萬 | 1.06% | +1,147+1.4% | 加碼 |
| Everence Capital Management Inc | 81,495 | $851.6 萬 | 0.79% | +10,340+14.5% | 加碼 |
| Transform Wealth, LLC | 81,472 | $851.4 萬 | 1.11% | −2,357−2.8% | 減碼 |
| RPG Investment Advisory, LLC | 81,277 | $849.3 萬 | 1.83% | +23,916+41.7% | 加碼 |
| Hennessy Advisors Inc | 81,250 | $849.1 萬 | 0.59% | +1,600+2.0% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 81,195 | $848.5 萬 | 1.03% | −690−0.8% | 減碼 |
| Walter Public Investments Inc. | 80,802 | $844.4 萬 | 2.96% | +594+0.7% | 加碼 |
| Twin Capital Management Inc | 80,574 | $842.0 萬 | 1.14% | +1,225+1.5% | 加碼 |
| Community Bank, N.A. | 80,483 | $841.0 萬 | 1.28% | +2,474+3.2% | 加碼 |
| Simmons Bank | 80,221 | $838.3 萬 | 0.78% | +1,961+2.5% | 加碼 |
| Investment Partners, Ltd. | 80,186 | $837.9 萬 | 2.49% | +58,611+271.7% | 加碼 |
| Winslow Asset Management Inc | 80,093 | $837.0 萬 | 2.18% | −396−0.5% | 減碼 |
| General American Investors Co Inc | 80,000 | $836.0 萬 | 0.87% | 00.0% | 不變 |
| Hudson Bay Capital Management LP | 80,000 | $836.0 萬 | 0.09% | +80,000 | 新進 |
| Assetmark, Inc | 79,518 | $831.0 萬 | 0.04% | +19,501+32.5% | 加碼 |
| Gemsstock Limited | 79,400 | $829.7 萬 | 8.20% | −700−0.9% | 減碼 |
| Dakota Wealth Management | 79,348 | $829.2 萬 | 0.68% | +22,905+40.6% | 加碼 |
| Ardent Capital Management, Inc. | 79,240 | $828.1 萬 | 7.38% | 00.0% | 不變 |
| Texas Capital Bank Wealth Management Services Inc | 79,096 | $826.6 萬 | 1.07% | +1,120+1.4% | 加碼 |
| GAM Holding AG | 79,086 | $826.4 萬 | 0.63% | −221−0.3% | 減碼 |
| 1st Source Bank | 78,850 | $824.0 萬 | 0.60% | +945+1.2% | 加碼 |
| NJ State Employees Deferred Compensation Plan | 78,500 | $820.3 萬 | 1.41% | 00.0% | 不變 |
| Allen Mooney & Barnes Investment Advisors LLC | 78,444 | $819.7 萬 | 2.19% | +1,203+1.6% | 加碼 |
| CWA Asset Management Group, LLC | 78,313 | $818.4 萬 | 0.79% | +2,039+2.7% | 加碼 |
| Grimes & Company, Inc. | 78,023 | $815.4 萬 | 0.43% | +3,674+4.9% | 加碼 |
| Bridgeway Capital Management, LLC | 77,995 | $815.0 萬 | 0.22% | −19,400−19.9% | 減碼 |
| King Wealth | 77,982 | $814.9 萬 | 2.07% | +560+0.7% | 加碼 |
| Eagle Ridge Investment Management | 77,799 | $813.0 萬 | 1.02% | +92+0.1% | 加碼 |
| Richard Bernstein Advisors LLC | 77,780 | $812.7 萬 | 0.20% | −6,719−8.0% | 減碼 |
| ARS Wealth Advisors Group, LLC | 77,683 | $811.8 萬 | 1.24% | +4,861+6.7% | 加碼 |
| Woodmont Investment Counsel LLC | 77,314 | $807.9 萬 | 1.01% | +7,230+10.3% | 加碼 |
| GHP Investment Advisors, Inc. | 77,135 | $806.1 萬 | 0.62% | +2,520+3.4% | 加碼 |
| Cypress Capital Group | 77,133 | $806.0 萬 | 1.34% | −5,224−6.3% | 減碼 |
| SFE Investment Counsel | 77,119 | $805.9 萬 | 2.54% | +2,994+4.0% | 加碼 |
| Whitener Capital Management, Inc. | 77,044 | $805.2 萬 | 3.81% | +602+0.8% | 加碼 |
| German American Bancorp, Inc. | 76,937 | $804.0 萬 | 1.39% | +9,011+13.3% | 加碼 |
| Telos Capital Management, Inc. | 76,895 | $803.5 萬 | 1.32% | +4,213+5.8% | 加碼 |
| Punch & Associates Investment Management, Inc. | 76,854 | $803.1 萬 | 0.56% | +90.0% | 加碼 |
| Mirabella Financial Services LLP | 75,616 | $802.7 萬 | 0.84% | +73,372+3,269.7% | 加碼 |
| Ycg, LLC | 76,354 | $797.9 萬 | 0.95% | +121+0.2% | 加碼 |
| Balyasny Asset Management LLC | 76,102 | $795.3 萬 | 0.03% | −118,504−60.9% | 減碼 |
| Buckley Wealth Management, LLC | 75,545 | $789.4 萬 | 2.91% | −529−0.7% | 減碼 |
| WealthBridge Investment Counsel Inc. | 75,301 | $786.9 萬 | 4.14% | +4,166+5.9% | 加碼 |
| Holowesko Partners Ltd. | 75,300 | $786.9 萬 | 4.44% | +6,000+8.7% | 加碼 |
| Cutler Group LP | 75,278 | $786.6 萬 | 0.95% | +29,921+66.0% | 加碼 |
| Siemens Fonds Invest GmbH | 75,220 | $786.0 萬 | 0.90% | −2,082−2.7% | 減碼 |
| Caldwell Trust Co | 75,048 | $784.3 萬 | 1.16% | −1,241−1.6% | 減碼 |
| EULAV Asset Management | 75,000 | $783.8 萬 | 0.35% | −7,000−8.5% | 減碼 |