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 4 季 13F 持有人
JPMorgan Chase & Co 在 2022/12/31 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
- 3,628
- 較 2022 年第 3 季 +297 家
- 持有股數
- 20.8 億
- 較 2022 年第 3 季 +5,510 萬 (+2.7%)
- 總市值
- $2,783 億
- 較 2022 年第 3 季 +$666.7 億 (+31.5%)
- 新進機構
- 424
- 另有 1,518 家加碼
- 清倉機構
- 127
- 另有 1,367 家減碼
另有 64 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Trust Co of Oklahoma | 5,438 | $72.9 萬 | 0.29% | +3+0.1% | 加碼 |
| McNaughton Wealth Management, LLC | 5,442 | $73.0 萬 | 0.50% | +91+1.7% | 加碼 |
| Grant Street Asset Management, Inc. | 5,446 | $73.0 萬 | 0.32% | 00.0% | 不變 |
| Delta Investment Management, LLC | 5,468 | $73.3 萬 | 0.24% | −107−1.9% | 減碼 |
| First National Bank | 5,475 | $73.4 萬 | 0.62% | −68−1.2% | 減碼 |
| Requisite Capital Management, LLC | 5,483 | $73.5 萬 | 0.24% | +510+10.3% | 加碼 |
| Fairview Capital Investment Management, LLC | 5,489 | $73.6 萬 | 0.05% | −388−6.6% | 減碼 |
| Birchcreek Wealth Management, LLC | 5,495 | $73.7 萬 | 0.66% | +130+2.4% | 加碼 |
| Wilkins Investment Counsel Inc | 5,498 | $73.7 萬 | 0.19% | 00.0% | 不變 |
| Financial Partners Group, Inc | 5,189 | $74.0 萬 | 0.16% | +210+4.2% | 加碼 |
| HBW Advisory Services LLC | 5,517 | $74.0 萬 | 0.20% | +392+7.6% | 加碼 |
| Sandbox Financial Partners, LLC | 5,522 | $74.0 萬 | 0.51% | +33+0.6% | 加碼 |
| Southland Equity Partners LLC | 5,523 | $74.1 萬 | 0.29% | +841+18.0% | 加碼 |
| Bellevue Asset Management, LLC | 5,576 | $74.2 萬 | 0.57% | −72−1.3% | 減碼 |
| Vigilare Wealth Management | 5,536 | $74.2 萬 | 0.43% | +15+0.3% | 加碼 |
| Providence First Trust Co | 5,537 | $74.3 萬 | 0.44% | +5,537 | 新進 |
| Michael B. Yongue | 5,538 | $74.3 萬 | 0.70% | −803−12.7% | 減碼 |
| FirstPurpose Wealth LLC | 5,538 | $74.3 萬 | 0.41% | −130−2.3% | 減碼 |
| Allie Family Office LLC | 5,541 | $74.3 萬 | 0.61% | 00.0% | 不變 |
| Great Point Wealth Advisors, LLC | 5,551 | $74.4 萬 | 0.25% | −100−1.8% | 減碼 |
| Farther Finance Advisors, LLC | 5,570 | $74.7 萬 | 0.29% | +5,570 | 新進 |
| Portland Global Advisors LLC | 5,573 | $74.7 萬 | 0.14% | 00.0% | 不變 |
| Burt Wealth Advisors | 5,571 | $74.7 萬 | 0.25% | +114+2.1% | 加碼 |
| Moller Financial Services | 5,576 | $74.8 萬 | 0.24% | 00.0% | 不變 |
| Thrive Wealth Management, LLC | 5,579 | $74.8 萬 | 0.21% | −242−4.2% | 減碼 |
| Summit Asset Management, LLC | 5,585 | $74.9 萬 | 0.22% | +230+4.3% | 加碼 |
| 5th Street Advisors, LLC | 5,592 | $75.0 萬 | 0.75% | +43+0.8% | 加碼 |
| PBMares Wealth Management LLC | 5,607 | $75.2 萬 | 0.30% | −1,390−19.9% | 減碼 |
| Jacobs & Co | 5,612 | $75.2 萬 | 0.10% | +2,773+97.7% | 加碼 |
| Cowa, LLC | 3,209 | $75.2 萬 | 0.47% | 00.0% | 不變 |
| West Bancorporation Inc | 5,611 | $75.2 萬 | 0.56% | −82−1.4% | 減碼 |
| Sound Income Strategies, LLC | 5,612 | $75.3 萬 | 0.10% | +1,236+28.2% | 加碼 |
| Mosaic Family Wealth Partners, LLC | 5,618 | $75.3 萬 | 0.21% | +5,618 | 新進 |
| Element Wealth, LLC | 5,640 | $75.6 萬 | 0.62% | −31−0.5% | 減碼 |
| Roberts Glore & Co Inc | 5,664 | $76.0 萬 | 0.26% | +1,620+40.1% | 加碼 |
| Lavaca Capital LLC | 5,764 | $76.0 萬 | 0.30% | +3,587+164.8% | 加碼 |
| Menard Financial Group LLC | 5,669 | $76.0 萬 | 1.81% | −1,563−21.6% | 減碼 |
| Provence Wealth Management Group | 5,675 | $76.1 萬 | 0.62% | +5,675 | 新進 |
| WealthTrust Axiom LLC | 5,678 | $76.1 萬 | 0.27% | −39−0.7% | 減碼 |
| Silver Oak Securities, Inc | 5,680 | $76.2 萬 | 0.14% | +809+16.6% | 加碼 |
| E Fund Management Co., Ltd. | 5,679 | $76.2 萬 | 0.06% | −260−4.4% | 減碼 |
| Whitcomb & Hess, Inc. | 5,686 | $76.3 萬 | 0.30% | −42−0.7% | 減碼 |
| Options Solutions, LLC | 5,700 | $76.4 萬 | 1.09% | +2,434+74.5% | 加碼 |
| Eaton Financial Holdings Company, LLC | 5,706 | $76.5 萬 | 0.65% | +5,706 | 新進 |
| Westhampton Capital, LLC | 5,717 | $76.7 萬 | 0.52% | +240+4.4% | 加碼 |
| Covenant Partners, LLC | 5,718 | $76.7 萬 | 0.31% | +1,611+39.2% | 加碼 |
| Reynders McVeigh Capital Management, LLC | 5,717 | $76.7 萬 | 0.06% | −450−7.3% | 減碼 |
| Millennium Capital Advisors, LLC | 5,729 | $76.8 萬 | 0.78% | 00.0% | 不變 |
| Grey Fox Wealth Advisors, LLC | 5,734 | $76.9 萬 | 0.51% | +5,734 | 新進 |
| SBK Financial, Inc. | 5,747 | $77.1 萬 | 1.22% | 00.0% | 不變 |
| Powers Advisory Group, LLC | 5,763 | $77.3 萬 | 0.57% | +34+0.6% | 加碼 |
| Versor Investments LP | 5,789 | $77.6 萬 | 0.07% | −19,068−76.7% | 減碼 |
| Norris Financial Group, LLC | 5,791 | $77.7 萬 | 0.66% | −22−0.4% | 減碼 |
| Barnes Pettey Financial Advisors, LLC | 5,791 | $77.7 萬 | 0.80% | +60+1.0% | 加碼 |
| Oliver Luxxe Assets LLC | 5,796 | $77.7 萬 | 0.22% | −405−6.5% | 減碼 |
| Key Client Fiduciary Advisors, LLC | 5,798 | $77.8 萬 | 0.53% | +453+8.5% | 加碼 |
| Wills Financial Group, Inc. | 5,803 | $77.8 萬 | 0.44% | −248−4.1% | 減碼 |
| Legal Advantage Investments, Inc. | 5,818 | $78.0 萬 | 0.64% | 00.0% | 不變 |
| Cravens & Co Advisors, LLC | 5,831 | $78.2 萬 | 0.72% | +5,831 | 新進 |
| Arabesque Asset Management Ltd | 5,833 | $78.2 萬 | 0.26% | +5,833 | 新進 |
| Highland Financial Advisors, LLC | 5,836 | $78.3 萬 | 0.46% | +36+0.6% | 加碼 |
| Premier Asset Management LLC | 5,844 | $78.4 萬 | 0.98% | +1,209+26.1% | 加碼 |
| Austin Private Wealth, LLC | 5,851 | $78.5 萬 | 0.14% | +682+13.2% | 加碼 |
| Aurora Private Wealth, Inc. | 5,859 | $78.6 萬 | 0.90% | −1,043−15.1% | 減碼 |
| Crew Capital Management, Ltd. | 5,862 | $78.6 萬 | 1.13% | −238−3.9% | 減碼 |
| Cross Staff Investments Inc | 5,876 | $78.8 萬 | 0.83% | +10.0% | 加碼 |
| BOS Asset Management, LLC | 5,887 | $78.9 萬 | 0.70% | +5,887 | 新進 |
| Centerpoint Advisors, LLC | 5,889 | $79.0 萬 | 0.37% | +188+3.3% | 加碼 |
| Concorde Asset Management, LLC | 5,108 | $79.1 萬 | 0.70% | −157−3.0% | 減碼 |
| Hurlow Wealth Management Group, Inc. | 5,902 | $79.1 萬 | 0.41% | +97+1.7% | 加碼 |
| Cascade Investment Group, Inc. | 5,905 | $79.2 萬 | 0.82% | +5,905 | 新進 |
| Salomon & Ludwin, LLC | 5,912 | $79.3 萬 | 0.10% | +967+19.6% | 加碼 |
| Skba Capital Management LLC | 5,932 | $79.5 萬 | 0.15% | +300+5.3% | 加碼 |
| Fi3 FINANCIAL ADVISORS, LLC | 5,934 | $79.6 萬 | 0.46% | +1,425+31.6% | 加碼 |
| Security National Bank of So Dak | 5,933 | $79.6 萬 | 0.58% | +1,800+43.6% | 加碼 |
| PYA Waltman Capital, LLC | 5,939 | $79.6 萬 | 0.42% | +738+14.2% | 加碼 |
| Vision Capital Management, Inc. | 5,946 | $79.7 萬 | 0.15% | 00.0% | 不變 |
| KC Investment Advisors, LLC | 5,960 | $79.9 萬 | 0.75% | −1,902−24.2% | 減碼 |
| Clifford Group, LLC | 5,968 | $80.0 萬 | 1.00% | +5,968 | 新進 |
| Gateway Wealth Partners, LLC | 5,977 | $80.1 萬 | 0.14% | +5,977 | 新進 |
| McIlrath & Eck, LLC | 5,977 | $80.2 萬 | 0.21% | +154+2.6% | 加碼 |
| Crewe Advisors LLC | 5,984 | $80.2 萬 | 0.13% | −1,614−21.2% | 減碼 |
| Brown Capital Management LLC | 5,990 | $80.3 萬 | 0.01% | −213−3.4% | 減碼 |
| BMS Financial Advisors, LLC | 6,006 | $80.5 萬 | 0.53% | −9−0.1% | 減碼 |
| Pathway Financial Advisors LLC | 6,010 | $80.6 萬 | 0.25% | −238−3.8% | 減碼 |
| Alpha Family Trust | 6,010 | $80.6 萬 | 0.73% | +6,010 | 新進 |
| Disciplined Equity Management, Inc. | 6,010 | $80.6 萬 | 0.71% | 00.0% | 不變 |
| Lodestar Private Asset Management LLC | 6,012 | $80.6 萬 | 0.15% | +6,012 | 新進 |
| Trinity Legacy Partners, LLC | 6,014 | $80.6 萬 | 0.32% | −215−3.5% | 減碼 |
| Gordian Capital Singapore Pte Ltd | 6,017 | $80.7 萬 | 1.27% | −9−0.1% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 5,803 | $80.7 萬 | 0.01% | −48,888−89.4% | 減碼 |
| FSB Premier Wealth Management, Inc. | 6,050 | $81.1 萬 | 0.44% | +377+6.6% | 加碼 |
| Atlas Capital Advisors LLC | 6,057 | $81.2 萬 | 0.14% | 00.0% | 不變 |
| Reitz Capital Advisors LLC | 6,062 | $81.3 萬 | 0.77% | +10+0.2% | 加碼 |
| Rosenberg Matthew Hamilton | 6,064 | $81.3 萬 | 0.28% | −52−0.9% | 減碼 |
| TrimTabs Asset Management, LLC | 6,065 | $81.3 萬 | 0.53% | −8,372−58.0% | 減碼 |
| Systematic Financial Management LP | 6,075 | $81.5 萬 | 0.03% | 00.0% | 不變 |
| Financial Engines Advisors L.L.C. | 6,083 | $81.6 萬 | 0.00% | +2,554+72.4% | 加碼 |
| Beaumont Asset Management, L.L.C. | 6,089 | $81.6 萬 | 0.60% | +83+1.4% | 加碼 |
| Shakespeare Wealth Management, Inc. | 6,095 | $81.7 萬 | 0.30% | −1,601−20.8% | 減碼 |